BMO Financial Group
Industry: Business bank
DescriptionThe Bank of Montreal, doing business as BMO Financial Group, is a Canadian multinational investment bank and financial services company headquartered in Montreal, Canada. Headquarters: Montreal, Canada CEO: Darryl White (1 Nov 2017–) Revenue: 21.79 billion CAD (2017) Subsidiaries: BMO Harris Bank, BMO Capital Markets,
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BMO Financial Group Employees
Employee
Years
Job
Industry
Duane Ferguson Duane Ferguson's BMO Financial Group Experience 2010 - Present
Job Business Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group 2010 - Present
M&I Bank 1999 - 2010
M&I Bank 1997 - 1999
Skills
Banking, Business Analysis, Use Case Diagrams, Requirements Gathering, Oral & Written..., Highly Organized &..., Collaboration, Problem Solving, Presentations, Agile Methodologies, ISO, Microsoft Excel, Vizio, Process Analysis, PowerPoint, Customer Service, Financial Analysis, Risk Management, Leadership
Education
Louisiana State University
Moraine Park Technical College
BMO Financial Group 2010 - Present
M&I Bank 1999 - 2010
M&I Bank 1997 - 1999
Skills
Banking, Business Analysis, Use Case Diagrams, Requirements Gathering, Oral & Written..., Highly Organized &..., Collaboration, Problem Solving, Presentations, Agile Methodologies, ISO, Microsoft Excel, Vizio, Process Analysis, PowerPoint, Customer Service, Financial Analysis, Risk Management, Leadership
Education
Louisiana State University
Moraine Park Technical College
Jiawen(Bobo) Mai Jiawen(Bobo) Mai's BMO Financial Group Experience September 2014 - Present
Job Senior Customer Service Representative at BMO Financial Group
Industry Consumer Services
Experience
BMO Financial Group September 2014 - Present
BMO Financial Group November 2013 - September 2014
Just Go Travel Ltd., Richmond, BC October 2012 - September 2013
Loewen Piano House Ltd. September 2012 - August 2013
Dr. Sun Yat-Sen Classical Chinese Garden January 2009 - March 2013
New Heights Creative Group Ltd., Burnaby, BC April 2012 - August 2012
Well Tea Restaurant October 2009 - December 2011
Well Tea Restaurant October 2009 - December 2011
SFU Chinese Link Club 2010 - 2011
Langara College September 2009 - September 2010
Skills
Customer Service, Sales Management, New Business Development, Account Management, Microsoft Office, Sales, Microsoft Excel, Strategic Planning, Negotiation, Team Building, B2B, Microsoft Word, Marketing Strategy, Solution Selling, PowerPoint, Direct Sales, Project Management, Sales Process, Business Strategy, Contract Negotiation, Accounting
Education
The University of British Columbia / UBC 2013 — 2014
Diploma in Accounting
Simon Fraser University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Langara College 2008 — 2010
Associate of Arts and Sciences (A.A.S.)
BMO Financial Group September 2014 - Present
BMO Financial Group November 2013 - September 2014
Just Go Travel Ltd., Richmond, BC October 2012 - September 2013
Loewen Piano House Ltd. September 2012 - August 2013
Dr. Sun Yat-Sen Classical Chinese Garden January 2009 - March 2013
New Heights Creative Group Ltd., Burnaby, BC April 2012 - August 2012
Well Tea Restaurant October 2009 - December 2011
Well Tea Restaurant October 2009 - December 2011
SFU Chinese Link Club 2010 - 2011
Langara College September 2009 - September 2010
Skills
Customer Service, Sales Management, New Business Development, Account Management, Microsoft Office, Sales, Microsoft Excel, Strategic Planning, Negotiation, Team Building, B2B, Microsoft Word, Marketing Strategy, Solution Selling, PowerPoint, Direct Sales, Project Management, Sales Process, Business Strategy, Contract Negotiation, Accounting
Education
The University of British Columbia / UBC 2013 — 2014
Diploma in Accounting
Simon Fraser University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Langara College 2008 — 2010
Associate of Arts and Sciences (A.A.S.)
James Dring James Dring's BMO Financial Group Experience June 2010 - Present
Job Contact Centre Manager at BMO Financial Group
Industry Banking
Experience
Bank of Montreal June 2012 - Present
BMO Financial Group June 2010 - Present
BMO November 2009 - June 2010
BMO June 2008 - November 2009
BMO December 2006 - June 2008
EB Games 2002 - 2006
Skills
Call Center, Contact Centers, Team Management, Customer Experience, Customer Satisfaction, Performance Management, Sales, Relationship Management, Credit Cards, Customer Service, Coaching, Team Leadership, Change Management, Leadership, Process Improvement, Teamwork, Customer Retention, Troubleshooting, Call Centers, Team Building, Management
Education
Laurentian University/Université Laurentienne 2000 — 2001
History
Bank of Montreal June 2012 - Present
BMO Financial Group June 2010 - Present
BMO November 2009 - June 2010
BMO June 2008 - November 2009
BMO December 2006 - June 2008
EB Games 2002 - 2006
Skills
Call Center, Contact Centers, Team Management, Customer Experience, Customer Satisfaction, Performance Management, Sales, Relationship Management, Credit Cards, Customer Service, Coaching, Team Leadership, Change Management, Leadership, Process Improvement, Teamwork, Customer Retention, Troubleshooting, Call Centers, Team Building, Management
Education
Laurentian University/Université Laurentienne 2000 — 2001
History
Stephen Litam Stephen Litam's BMO Financial Group Experience May 2007 - May 2008
Job Financial Security Advisor at Desjardins Financial Security Life Assurance Company
Industry Banking
Experience
Desjardins Financial Security Life Assurance Company October 2014 - Present
National Bank of Canada November 2010 - October 2013
Sandman Hotel Group May 2010 - November 2010
G&F Financial Group May 2008 - March 2010
BMO Financial Group May 2007 - May 2008
BMO Financial Group February 2006 - May 2007
Tommy Hilfiger Canada August 2002 - February 2006
Skills
Banking, Credit, Loans, Risk Management, Mortgage Lending, Sales, Investments, Financial Services, Leadership, Client Relations Skills, Strategy, Cross Selling, Training, Management, Retail Banking, Commercial Banking, Credit Risk, Credit Analysis, Customer Acquisition, Credit Management, Employee Training, Life Insurance, Term Life Insurance, Critical Illness, Long Term Care Insurance, Fixed Annuities, Variable Annuities
Education
Langara College
Business/Commerce, General
Desjardins Financial Security Life Assurance Company October 2014 - Present
National Bank of Canada November 2010 - October 2013
Sandman Hotel Group May 2010 - November 2010
G&F Financial Group May 2008 - March 2010
BMO Financial Group May 2007 - May 2008
BMO Financial Group February 2006 - May 2007
Tommy Hilfiger Canada August 2002 - February 2006
Skills
Banking, Credit, Loans, Risk Management, Mortgage Lending, Sales, Investments, Financial Services, Leadership, Client Relations Skills, Strategy, Cross Selling, Training, Management, Retail Banking, Commercial Banking, Credit Risk, Credit Analysis, Customer Acquisition, Credit Management, Employee Training, Life Insurance, Term Life Insurance, Critical Illness, Long Term Care Insurance, Fixed Annuities, Variable Annuities
Education
Langara College
Business/Commerce, General
Rick Kollauf Rick Kollauf's BMO Financial Group Experience January 2013 - Present
Job Vice President, Estate Planning Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group January 2013 - Present
CTC Consulting Harris myCFO January 2013 - January 2014
Whitnall School District April 1998 - April 2013
Vogel Consulting Group, LLC January 2006 - December 2012
Anthony Gagliano & Company, Inc. March 1992 - December 2005
Arthur Andersen & Co June 1986 - March 1992
Skills
Tax Law, CPA, Notary Public, Tax, Wealth Management, Estate Planning, Investments, Financial Planning, High Net Worth..., Trusts, Finance, Financial Analysis, Management, Strategic Financial..., Financial Planners, Portfolio Management, Due Diligence, Financial Services, Managerial Finance, Mergers & Acquisitions, Banking
Education
Marquette University Law School 1983 — 1986
JD, Law
Marquette University 1979 — 1983
Bachelor of Science, Accounting
James Madison High School
BMO Financial Group January 2013 - Present
CTC Consulting Harris myCFO January 2013 - January 2014
Whitnall School District April 1998 - April 2013
Vogel Consulting Group, LLC January 2006 - December 2012
Anthony Gagliano & Company, Inc. March 1992 - December 2005
Arthur Andersen & Co June 1986 - March 1992
Skills
Tax Law, CPA, Notary Public, Tax, Wealth Management, Estate Planning, Investments, Financial Planning, High Net Worth..., Trusts, Finance, Financial Analysis, Management, Strategic Financial..., Financial Planners, Portfolio Management, Due Diligence, Financial Services, Managerial Finance, Mergers & Acquisitions, Banking
Education
Marquette University Law School 1983 — 1986
JD, Law
Marquette University 1979 — 1983
Bachelor of Science, Accounting
James Madison High School
Victor Schultz's BMO Financial Group Experience July 2011 - November 2013
Job Senior Vice President and Head of Personal Trust at Prairie Financial Group, a division of Waukesha State Bank
Industry Financial Services
Experience
Prairie Financial Group, a division of Waukesha State Bank December 2013 - Present
BMO Financial Group July 2011 - November 2013
Marshall & Ilsley Trust Company February 1997 - July 2011
Cook and Franke S.C. June 1985 - February 1997
Skills
ERISA, Wealth Management, Contract Negotiation, Portfolio Management, 401k, Banking, Investments, Financial Services, Mutual Funds, Asset Management, Retirement Planning, Strategic Financial..., Wealth, High Net Worth..., Real Estate, Trusts, Financial Planning, Finance, Estate Planning, Asset Allocation, Management, Financial Analysis, Securities
Education
Marquette University Law School 1982 — 1985
Doctor of Law (J.D.), Law
University of Wisconsin-Madison - School of Business 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Heartland Arrowhead High School 1974 — 1978
Prairie Financial Group, a division of Waukesha State Bank December 2013 - Present
BMO Financial Group July 2011 - November 2013
Marshall & Ilsley Trust Company February 1997 - July 2011
Cook and Franke S.C. June 1985 - February 1997
Skills
ERISA, Wealth Management, Contract Negotiation, Portfolio Management, 401k, Banking, Investments, Financial Services, Mutual Funds, Asset Management, Retirement Planning, Strategic Financial..., Wealth, High Net Worth..., Real Estate, Trusts, Financial Planning, Finance, Estate Planning, Asset Allocation, Management, Financial Analysis, Securities
Education
Marquette University Law School 1982 — 1985
Doctor of Law (J.D.), Law
University of Wisconsin-Madison - School of Business 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Heartland Arrowhead High School 1974 — 1978
Catherine Bélanger's BMO Financial Group Experience May 2013 - August 2013
Job PR & Corporate Communications Student
Industry Public Relations and Communications
Experience
Markham Soccer Club June 2015 - Present
McGill Students for Right to Play April 2013 - June 2015
RB Events August 2014 - April 2015
Elizabeth Arden November 2014 - December 2014
BMO Financial Group May 2013 - August 2013
McGill Students for Right to Play September 2012 - April 2013
BMO Financial Group May 2012 - August 2012
The Village Grocer August 2008 - August 2011
Skills
Customer Service, Communication Skills, Creative Writing, Teamwork, Human Resources, Talent Acquisition, Event Planning, Event Management, Social Networking, Project Planning, Time Management, Leadership, Training, Marketing, Public Relations, Communication
Education
Seneca College of Applied Arts and Technology 2015 — 2016
Graduate Certificate, Public Relations - Corporate Communications
McGill University 2011 — 2015
Bachelor of Arts (BA), History and Communications
Brother Andre Catholic High School 2007 — 2011
High School Diploma
Markham Soccer Club June 2015 - Present
McGill Students for Right to Play April 2013 - June 2015
RB Events August 2014 - April 2015
Elizabeth Arden November 2014 - December 2014
BMO Financial Group May 2013 - August 2013
McGill Students for Right to Play September 2012 - April 2013
BMO Financial Group May 2012 - August 2012
The Village Grocer August 2008 - August 2011
Skills
Customer Service, Communication Skills, Creative Writing, Teamwork, Human Resources, Talent Acquisition, Event Planning, Event Management, Social Networking, Project Planning, Time Management, Leadership, Training, Marketing, Public Relations, Communication
Education
Seneca College of Applied Arts and Technology 2015 — 2016
Graduate Certificate, Public Relations - Corporate Communications
McGill University 2011 — 2015
Bachelor of Arts (BA), History and Communications
Brother Andre Catholic High School 2007 — 2011
High School Diploma
Joseph Feldman's BMO Financial Group Experience 2012 - 2012
Job CamrostFelcorp Inc.
Industry Real Estate
Experience
Camrost-Felcorp Inc. 2014 - Present
Canaccord Genuity Inc. 2013 - 2013
BMO Financial Group 2012 - 2012
McGill University 2012 - 2012
Abbey Road Ventures 2011 - 2011
Camrost-Felcorp Inc. 2010 - 2010
Montana Steele Strategic Marketing 2009 - 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Adobe Creative Suite, Microsoft Excel, Accounting, Financial Modeling, Budgets, Microsoft Word, Corporate Finance, Market Research, Bloomberg Terminal, Finance, Due Diligence, Mergers, Investment Banking, Valuation, Teamwork
Education
McGill University 2010 — 2014
Bachelor of Commerce (BCom), Finance
Upper Canada College 1999 — 2010
International Baccalaureate Diploma, IB Program
Camrost-Felcorp Inc. 2014 - Present
Canaccord Genuity Inc. 2013 - 2013
BMO Financial Group 2012 - 2012
McGill University 2012 - 2012
Abbey Road Ventures 2011 - 2011
Camrost-Felcorp Inc. 2010 - 2010
Montana Steele Strategic Marketing 2009 - 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Adobe Creative Suite, Microsoft Excel, Accounting, Financial Modeling, Budgets, Microsoft Word, Corporate Finance, Market Research, Bloomberg Terminal, Finance, Due Diligence, Mergers, Investment Banking, Valuation, Teamwork
Education
McGill University 2010 — 2014
Bachelor of Commerce (BCom), Finance
Upper Canada College 1999 — 2010
International Baccalaureate Diploma, IB Program
Stefania Neely Stefania Neely's BMO Financial Group Experience August 2014 - Present
Job Director, US Operational Risk Governance at BMO Financial Group
Industry Banking
Experience
BMO Financial Group August 2014 - Present
BMO Financial Group May 2013 - Present
BMO Financial Group November 2012 - May 2013
BMO Financial Group June 2011 - November 2012
BMO Capital Markets 2007 - 2011
BMO Harris Bank 2004 - 2007
Skills
Loans, Risk Management, Commercial Banking, Credit, Banking, Retail Banking, Governance, Mergers & Acquisitions, Operations Management, Acquisition Integration, Integration, Program Management, Portfolio Management, Treasury Management, Financial Services
Education
Franklin College Switzerland
Long Island University
MBA, International Business Administration
BMO Financial Group August 2014 - Present
BMO Financial Group May 2013 - Present
BMO Financial Group November 2012 - May 2013
BMO Financial Group June 2011 - November 2012
BMO Capital Markets 2007 - 2011
BMO Harris Bank 2004 - 2007
Skills
Loans, Risk Management, Commercial Banking, Credit, Banking, Retail Banking, Governance, Mergers & Acquisitions, Operations Management, Acquisition Integration, Integration, Program Management, Portfolio Management, Treasury Management, Financial Services
Education
Franklin College Switzerland
Long Island University
MBA, International Business Administration
Avisar Sharma Avisar Sharma's BMO Financial Group Experience July 2015 - Present
Job Executive Director for Treasury at BCSA
Industry Investment Banking
Experience
BMO Financial Group July 2015 - Present
BMO Financial Group July 2015 - Present
Bhartiya Cultural Society of Alberta March 2015 - Present
PCAA Constituency - Edmonton Ellerslie January 2015 - Present
YUVA November 2014 - Present
Bhartiya Cultural Society of Alberta April 2014 - March 2015
BCSA Youth Group October 2013 - October 2014
PC Alberta July 2014 - September 2014
World Financial Group August 2009 - June 2013
GoodLife Fitness January 2013 - February 2013
Skills
Microsoft Excel, Proformas, Commercial Lending, Mercantile Lending, Mercantile Credit, Consumer Credit..., Loan Applications, Insurance Applications, Mutual Funds, Consumer Credit, Stock Trading, Accounting, Life Insurance, Financial Statements, Financial Analysis, Financial Reporting, Microsoft Office, Teamwork, Computer Maintenance, Time Management, Customer Service, Marketing Communications, Marketing, Team Leadership, Research, Public Speaking, Computer Repair, Critical Thinking, Event Planning, Teaching Skills, Event Management, Fundraising, Photoshop, Sales, Persuasive Presentations, Project Management, Human Resources, Financial Accounting, Financial Risk..., MIS, Information Systems, Personal Budgeting, Capital Budgeting, Retirement Planning, Emergency Room, Mortgage Banking
Education
Northern Alberta Institute of Technology / NAIT 2012 — 2015
Bachelor of Business Administration (BBA), Finance
University of Alberta 2012 — 2014
Open Studies, Biology and Chemistry
MacEwan University 2011 — 2014
Open Studies, Statistics, Business Law, Marketing, Economics
York University 2009 — 2011
Bachelors Degree, Biology, General
Emery Collegiate Institute 2005 2005 — 2009
High School Diploma, Physical Sciences, A
BMO Financial Group July 2015 - Present
BMO Financial Group July 2015 - Present
Bhartiya Cultural Society of Alberta March 2015 - Present
PCAA Constituency - Edmonton Ellerslie January 2015 - Present
YUVA November 2014 - Present
Bhartiya Cultural Society of Alberta April 2014 - March 2015
BCSA Youth Group October 2013 - October 2014
PC Alberta July 2014 - September 2014
World Financial Group August 2009 - June 2013
GoodLife Fitness January 2013 - February 2013
Skills
Microsoft Excel, Proformas, Commercial Lending, Mercantile Lending, Mercantile Credit, Consumer Credit..., Loan Applications, Insurance Applications, Mutual Funds, Consumer Credit, Stock Trading, Accounting, Life Insurance, Financial Statements, Financial Analysis, Financial Reporting, Microsoft Office, Teamwork, Computer Maintenance, Time Management, Customer Service, Marketing Communications, Marketing, Team Leadership, Research, Public Speaking, Computer Repair, Critical Thinking, Event Planning, Teaching Skills, Event Management, Fundraising, Photoshop, Sales, Persuasive Presentations, Project Management, Human Resources, Financial Accounting, Financial Risk..., MIS, Information Systems, Personal Budgeting, Capital Budgeting, Retirement Planning, Emergency Room, Mortgage Banking
Education
Northern Alberta Institute of Technology / NAIT 2012 — 2015
Bachelor of Business Administration (BBA), Finance
University of Alberta 2012 — 2014
Open Studies, Biology and Chemistry
MacEwan University 2011 — 2014
Open Studies, Statistics, Business Law, Marketing, Economics
York University 2009 — 2011
Bachelors Degree, Biology, General
Emery Collegiate Institute 2005 2005 — 2009
High School Diploma, Physical Sciences, A
Renato De Castello's BMO Financial Group Experience 2002 - 2006
Job Recherche d’entrepreneurs talentueux Adjoint de direction, Équipe Rochon
Industry Financial Services
Experience
Groupe Investors 2014 - Present
Renato De Castello (enr.) 2012 - 2014
Banque Laurentienne 2013 - 2013
CSSS du Lac-des-Deux-Montagnes 2011 - 2012
Centre universitaire de santé McGill ( CUSM ) McGill University Health Centre ( MUHC ) 2008 - 2011
BMO Financial Group 2002 - 2006
Skills
Priority Management, Computer Proficiency, Communication Skills, Conflict Resolution, Customer Service, Office Administration, Project Coordination, Coordination, Data Analysis, Account Management, Customer Retention, Communication, Change Management, Management, Gestion de projet, Planification..., Leadership, Services de santé, Coaching, Service client, Analyste commercial, Ressources humaines, Travail d'équipe
Education
Université d'Ottawa 2006 — 2007
Maîtrise en gestion des soins de la santé, Administration / gestion des soins de santé, Maîtrise
McGill University 2001 — 2006
Bachelor of Arts (B.A.), Sciences politiques et gouvernement, Baccalauréat
Groupe Investors 2014 - Present
Renato De Castello (enr.) 2012 - 2014
Banque Laurentienne 2013 - 2013
CSSS du Lac-des-Deux-Montagnes 2011 - 2012
Centre universitaire de santé McGill ( CUSM ) McGill University Health Centre ( MUHC ) 2008 - 2011
BMO Financial Group 2002 - 2006
Skills
Priority Management, Computer Proficiency, Communication Skills, Conflict Resolution, Customer Service, Office Administration, Project Coordination, Coordination, Data Analysis, Account Management, Customer Retention, Communication, Change Management, Management, Gestion de projet, Planification..., Leadership, Services de santé, Coaching, Service client, Analyste commercial, Ressources humaines, Travail d'équipe
Education
Université d'Ottawa 2006 — 2007
Maîtrise en gestion des soins de la santé, Administration / gestion des soins de santé, Maîtrise
McGill University 2001 — 2006
Bachelor of Arts (B.A.), Sciences politiques et gouvernement, Baccalauréat
James Boeck's BMO Financial Group Experience August 2015 - Present
Job Commercial Banking Analyst
Industry Banking
Experience
BMO Financial Group August 2015 - Present
ConAgra Foods May 2014 - August 2014
KKCPA - Karl Klein, CPA October 2012 - January 2013
Marquette Men's Basketball September 2011 - February 2012
Skills
Interpersonal Skill, Building Relationships, Analytical Skills, Financial Analysis, Team Leadership, Customer Service, Organizational..., Supply Chain Operations, SAP, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Public Speaking
Education
Marquette University 2011 — 2015
Bachelor's Degree, Finance and Marketing
Creighton Preparatory School 2007 — 2011
High School
BMO Financial Group August 2015 - Present
ConAgra Foods May 2014 - August 2014
KKCPA - Karl Klein, CPA October 2012 - January 2013
Marquette Men's Basketball September 2011 - February 2012
Skills
Interpersonal Skill, Building Relationships, Analytical Skills, Financial Analysis, Team Leadership, Customer Service, Organizational..., Supply Chain Operations, SAP, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Public Speaking
Education
Marquette University 2011 — 2015
Bachelor's Degree, Finance and Marketing
Creighton Preparatory School 2007 — 2011
High School
Sarah Scharf Sarah Scharf's BMO Financial Group Experience September 2009 - Present
Job Retirement Services Specialist & Retirement Manager Assist Banker at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2009 - Present
M&I Bank, a part of BMO Financial Group June 2007 - September 2009
Skills
Commercial Banking, Banking, Retirement Plan..., Mutual Funds, Management, Team Leadership, Treasury Management, Wealth Management, Call Centers, Risk Management, Loans, Small Business Lending, Consumer Lending, Retail Banking, Lines Of Credit, Deposits, Financial Analysis
Education
Marquette University 1991 — 1995
Bachelor's degree, Mathematics and Spanish
BMO Financial Group September 2009 - Present
M&I Bank, a part of BMO Financial Group June 2007 - September 2009
Skills
Commercial Banking, Banking, Retirement Plan..., Mutual Funds, Management, Team Leadership, Treasury Management, Wealth Management, Call Centers, Risk Management, Loans, Small Business Lending, Consumer Lending, Retail Banking, Lines Of Credit, Deposits, Financial Analysis
Education
Marquette University 1991 — 1995
Bachelor's degree, Mathematics and Spanish
John Cutrone John Cutrone's BMO Financial Group Experience November 2011 - Present
Job Senior Financial Analyst
Industry Banking
Experience
BMO Financial Group November 2011 - Present
Jay Sussman Insurance Agency January 2010 - July 2011
Education
Loyola University Chicago 2005 — 2009
Bachelors, Business - Marketing
BMO Financial Group November 2011 - Present
Jay Sussman Insurance Agency January 2010 - July 2011
Education
Loyola University Chicago 2005 — 2009
Bachelors, Business - Marketing
Amrit Deol, CPA, CGA, Auditor Amrit Deol, CPA, CGA, Auditor's BMO Financial Group Experience August 2010 - February 2011
Job Financial Analyst, Civil Training & Services
Industry Accounting
Experience
CAE April 2015 - Present
MNP March 2011 - March 2015
Horwath Leebosh Appel March 2011 - December 2011
BMO Financial Group August 2010 - February 2011
Skills
DT Max, Caseware, Taxprep, Interpersonal Skill, Teamwork, Accounting, Internal Controls, Auditing, Financial Accounting, Assurance, Corporate Tax, Personal Income Tax..., Financial Statements, Microsoft Excel, Tax, Income Tax, GAAP, Bookkeeping, Tax Preparation, Financial Reporting
Education
McGill University 2012 — 2013
Certificate in Accounting Practice
McGill University 2006 — 2009
Bachelor of Commerce (BCom), Accounting
CAE April 2015 - Present
MNP March 2011 - March 2015
Horwath Leebosh Appel March 2011 - December 2011
BMO Financial Group August 2010 - February 2011
Skills
DT Max, Caseware, Taxprep, Interpersonal Skill, Teamwork, Accounting, Internal Controls, Auditing, Financial Accounting, Assurance, Corporate Tax, Personal Income Tax..., Financial Statements, Microsoft Excel, Tax, Income Tax, GAAP, Bookkeeping, Tax Preparation, Financial Reporting
Education
McGill University 2012 — 2013
Certificate in Accounting Practice
McGill University 2006 — 2009
Bachelor of Commerce (BCom), Accounting
Robert M. Reed Robert M. Reed's BMO Financial Group Experience February 2015 - Present
Job Director – U.S. AML Regulatory Effectiveness at BMO Financial Group
Industry Financial Services
Experience
Chicago Area Alternative Education League (CAAEL) February 2015 - Present
BMO Financial Group February 2015 - Present
OCC August 2012 - February 2015
JP Morgan February 2007 - August 2012
JP Morgan December 2005 - February 2007
Chicago Board of Trade April 2004 - November 2005
Technology Partners LLC June 2003 - April 2004
Skills
AML, Bloomberg, Business Analysis, Compliance, Customer Relations, Commodities, Credit Risk, Contract Negotiation, Due Diligence, Derivatives, Equities, External Audit, FX, Financial Analysis, Fixed Income, Global Management, Hedge Funds, Investment Banking, Mergers, Options, Operational Strategy, Procedure Creation, Policy Writing, Process Improvement, Portfolio Management, Project Management, P&L Analysis, Risk Assessment, Risk Management, Securities, Strategic Negotiations, Strategic Planning, Trading Systems, Commodity, Asset Management, Capital Markets, Customer Service, Electronic Trading, FINRA, FX Options, Finance, Financial Markets, Investments, Mergers & Acquisitions, Operational Risk, Trading, Enterprise Risk..., Alternative Investments, Equity Derivatives, Anti Money Laundering
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (MBA)
Lewis University 1997 — 2000
BA, Finance, Economics, & Business Management
Chicago Area Alternative Education League (CAAEL) February 2015 - Present
BMO Financial Group February 2015 - Present
OCC August 2012 - February 2015
JP Morgan February 2007 - August 2012
JP Morgan December 2005 - February 2007
Chicago Board of Trade April 2004 - November 2005
Technology Partners LLC June 2003 - April 2004
Skills
AML, Bloomberg, Business Analysis, Compliance, Customer Relations, Commodities, Credit Risk, Contract Negotiation, Due Diligence, Derivatives, Equities, External Audit, FX, Financial Analysis, Fixed Income, Global Management, Hedge Funds, Investment Banking, Mergers, Options, Operational Strategy, Procedure Creation, Policy Writing, Process Improvement, Portfolio Management, Project Management, P&L Analysis, Risk Assessment, Risk Management, Securities, Strategic Negotiations, Strategic Planning, Trading Systems, Commodity, Asset Management, Capital Markets, Customer Service, Electronic Trading, FINRA, FX Options, Finance, Financial Markets, Investments, Mergers & Acquisitions, Operational Risk, Trading, Enterprise Risk..., Alternative Investments, Equity Derivatives, Anti Money Laundering
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (MBA)
Lewis University 1997 — 2000
BA, Finance, Economics, & Business Management
Jackie Irvine Jackie Irvine's BMO Financial Group Experience 2008 - 2009
Job Board Member, Nonprofit Organizations
Industry Nonprofit Organization Management
Experience
JVS Toronto March 2011 - Present
ART for Cancer Foundation May 2010 - Present
Irvine & Ekelschot Consulting September 2012 - December 2014
Findhelp May 2012 - May 2013
BMO Financial Group 2008 - 2009
BMO Financial Group 2006 - 2009
BMO Financial Group 2004 - 2006
BMO Financial Group 1998 - 2004
Sprint Canada 1994 - 1998
Burns Fry Ltd. 1992 - 1994
Education
McGill University
Master of Science (M.Sc.)
McGill University
Bachelor of Science (B.Sc.)
JVS Toronto March 2011 - Present
ART for Cancer Foundation May 2010 - Present
Irvine & Ekelschot Consulting September 2012 - December 2014
Findhelp May 2012 - May 2013
BMO Financial Group 2008 - 2009
BMO Financial Group 2006 - 2009
BMO Financial Group 2004 - 2006
BMO Financial Group 1998 - 2004
Sprint Canada 1994 - 1998
Burns Fry Ltd. 1992 - 1994
Education
McGill University
Master of Science (M.Sc.)
McGill University
Bachelor of Science (B.Sc.)
John Woodrow's BMO Financial Group Experience October 2009 - November 2013
Job Director, Insurance and ReInsurance (Near Shore Solutions)
Industry Insurance
Experience
Nova Scotia Business Inc. (NSBI) June 2014 - Present
BMO Financial Group October 2009 - November 2013
Scotiabank June 2005 - October 2009
Scotiabank April 2002 - June 2005
Skills
Credit Risk, Reinsurance, Insurance, ILS, Global Business..., Shared Services, Portfolio Management, Financial Analysis, Strategic Partnerships, Strategy, Relationship Management, Financial Risk, Operational Risk, Relationship Building, Market Risk, Risk Management, Strategic Planning, International..., Loans, Commercial Banking, Wealth Management, Credit Derivatives, Credit, Mortgage Lending, Finance, Credit Analysis, Management, Commercial Mortgages, Financial Services, Leadership, Team Leadership, Underwriting, Business Strategy
Education
Laurentian University/Université Laurentienne 1991 — 1996
Bachelor's Degree, Public Administration
Sir Allan MacNab 1985 — 1991
Nova Scotia Business Inc. (NSBI) June 2014 - Present
BMO Financial Group October 2009 - November 2013
Scotiabank June 2005 - October 2009
Scotiabank April 2002 - June 2005
Skills
Credit Risk, Reinsurance, Insurance, ILS, Global Business..., Shared Services, Portfolio Management, Financial Analysis, Strategic Partnerships, Strategy, Relationship Management, Financial Risk, Operational Risk, Relationship Building, Market Risk, Risk Management, Strategic Planning, International..., Loans, Commercial Banking, Wealth Management, Credit Derivatives, Credit, Mortgage Lending, Finance, Credit Analysis, Management, Commercial Mortgages, Financial Services, Leadership, Team Leadership, Underwriting, Business Strategy
Education
Laurentian University/Université Laurentienne 1991 — 1996
Bachelor's Degree, Public Administration
Sir Allan MacNab 1985 — 1991
Robert Borowski Robert Borowski's BMO Financial Group Experience August 2015 - Present
Job Commercial Account Manager Trainee
Industry Mining & Metals
Experience
BMO Financial Group August 2015 - Present
Last Financier January 2015 - March 2015
SmallCap IR October 2014 - March 2015
Leaf and Stone October 2013 - July 2014
Grand Century Iron Ore Inc. May 2012 - March 2013
StrataGold Corp 2008 - 2008
Skills
Geology, Structural Geology, Geological Mapping, Mineral Exploration, Logging, Sampling, Field Mapping, MapInfo, Soil Sampling, Field Work, Earth Science, Gold, Adobe, Corel Draw, ArcMap, Quantum GIS, Mineralogy, Core Logging, Petrology, Geophysics, Minerals, Drilling, Remote Sensing, Financial Analysis, Equity Valuation, Bloomberg Terminal, Value Investing, Risk Management, Research, Thompson One, MapInfo Professional, Technical Analysis, Mining, Geochemistry, ArcGIS, Base Metals, GIS, Microsoft Office, Economic Geology
Education
CFA Institute 2014 — 2016
CFA Level 2 Candidate
Canadian Securities Institute 2014 — 2014
Canadian Securities Course (CSC), Finance
McGill University 2010 — 2014
Master's of Science, Structural Geology and Tectonics
University of Toronto 2006 — 2010
Hon. Bachelor of Science, Geology
BMO Financial Group August 2015 - Present
Last Financier January 2015 - March 2015
SmallCap IR October 2014 - March 2015
Leaf and Stone October 2013 - July 2014
Grand Century Iron Ore Inc. May 2012 - March 2013
StrataGold Corp 2008 - 2008
Skills
Geology, Structural Geology, Geological Mapping, Mineral Exploration, Logging, Sampling, Field Mapping, MapInfo, Soil Sampling, Field Work, Earth Science, Gold, Adobe, Corel Draw, ArcMap, Quantum GIS, Mineralogy, Core Logging, Petrology, Geophysics, Minerals, Drilling, Remote Sensing, Financial Analysis, Equity Valuation, Bloomberg Terminal, Value Investing, Risk Management, Research, Thompson One, MapInfo Professional, Technical Analysis, Mining, Geochemistry, ArcGIS, Base Metals, GIS, Microsoft Office, Economic Geology
Education
CFA Institute 2014 — 2016
CFA Level 2 Candidate
Canadian Securities Institute 2014 — 2014
Canadian Securities Course (CSC), Finance
McGill University 2010 — 2014
Master's of Science, Structural Geology and Tectonics
University of Toronto 2006 — 2010
Hon. Bachelor of Science, Geology
Jamie Paradis Jamie Paradis's BMO Financial Group Experience November 2014 - Present
Job Compliance Specialist, Creditor and Travel Insurance
Industry Insurance
Experience
BMO Financial Group November 2014 - Present
BMO Financial Group July 2011 - November 2014
Foresters March 2008 - June 2011
Unity Life of Canada a Foresters Company March 2008 - June 2011
Foresters June 2007 - March 2008
Skills
English, French, Photography, Insurance, Workshop Facilitation, Business Analysis, Access, Strategic Planning, PowerPoint, Customer Service, Microsoft Office, Leadership, Data Analysis, Research, Team Leadership, Relationship Management, Change Management, Risk Management, Teamwork, Policy, Public Speaking, Analysis, Project Management, Time Management, Microsoft Excel, Training, Requirements Gathering, Editing, Qualitative Research, Management, Public Relations, Program Management, Business Development, Sales, Microsoft Word, Marketing, Coaching, Process Improvement, Fundraising
Education
McGill University 2004 — 2007
BSc, Environmental Sciences
Ryerson University 2013 — 2016
Certificate, Environmental Engineering Sciences
BMO Financial Group November 2014 - Present
BMO Financial Group July 2011 - November 2014
Foresters March 2008 - June 2011
Unity Life of Canada a Foresters Company March 2008 - June 2011
Foresters June 2007 - March 2008
Skills
English, French, Photography, Insurance, Workshop Facilitation, Business Analysis, Access, Strategic Planning, PowerPoint, Customer Service, Microsoft Office, Leadership, Data Analysis, Research, Team Leadership, Relationship Management, Change Management, Risk Management, Teamwork, Policy, Public Speaking, Analysis, Project Management, Time Management, Microsoft Excel, Training, Requirements Gathering, Editing, Qualitative Research, Management, Public Relations, Program Management, Business Development, Sales, Microsoft Word, Marketing, Coaching, Process Improvement, Fundraising
Education
McGill University 2004 — 2007
BSc, Environmental Sciences
Ryerson University 2013 — 2016
Certificate, Environmental Engineering Sciences
Michael Samlalsingh, MBA, CPA, CGA Michael Samlalsingh, MBA, CPA, CGA's BMO Financial Group Experience January 2015 - Present
Job Senior Manager, Network Services Financial Management at BMO Financial Group
Industry Banking
Experience
BMO Financial Group January 2015 - Present
BMO Financial Group May 2014 - January 2015
Bank of Montreal April 2008 - May 2014
Bank of Montreal August 2005 - March 2008
Indal Technologies February 2003 - February 2005
Bank of Montreal December 1999 - February 2003
Bank of Montreal October 1998 - December 1999
Canada Trust June 1997 - October 1998
Skills
Team Leadership, Financial Management, Caring, Budgeting, Cost Control, Banking, Financial Reporting, Business Case, Budgets, Finance, Management, Managerial Finance, Business Planning, Accounting, Leadership
Education
Laurentian University/Université Laurentienne 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Alberta Institute of Technology 2008 — 2011
Accounting and IT
CGA Ontario 2000 — 2011
CGA
Seneca College of Applied Arts and Technology 1996 — 1999
Accounting
Investment Funds Institute of Canada
BMO Financial Group January 2015 - Present
BMO Financial Group May 2014 - January 2015
Bank of Montreal April 2008 - May 2014
Bank of Montreal August 2005 - March 2008
Indal Technologies February 2003 - February 2005
Bank of Montreal December 1999 - February 2003
Bank of Montreal October 1998 - December 1999
Canada Trust June 1997 - October 1998
Skills
Team Leadership, Financial Management, Caring, Budgeting, Cost Control, Banking, Financial Reporting, Business Case, Budgets, Finance, Management, Managerial Finance, Business Planning, Accounting, Leadership
Education
Laurentian University/Université Laurentienne 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Alberta Institute of Technology 2008 — 2011
Accounting and IT
CGA Ontario 2000 — 2011
CGA
Seneca College of Applied Arts and Technology 1996 — 1999
Accounting
Investment Funds Institute of Canada
Raman Marwah's BMO Financial Group Experience October 2013 - Present
Job Lead Business Analyst at HCL Technologies
Industry Computer Software
Experience
HCL Technologies February 2015 - Present
BMO Financial Group October 2013 - Present
Lambton College Sarnia September 2012 - August 2013
Enbake Consulting October 2011 - July 2012
Skills
Databases, Java, HTML, CSS, .NET, JavaScriptMVC, SugarCRM, Vtiger, jQuery Mobile, Software Development, Website Development, PHP, JavaScript, Software Project..., PMP, Software Testing Life..., Risk Management Plans, Business Ethics, Leadership Development, Strategic Negotiations, E-commerce, Quality Assurance, Linux, AJAX, Web Applications, Web Services, JSP, XML, HTML 5, Business Analysis, Business Requirements, Software Requirements
Education
Lambton College 2012 — 2013
Post Graduation, Information Technology Project Management, A-
Maharshi Dayanand University 2007 — 2011
Bachelor of Technology (B.Tech.), Computer Science, Ist
Guru Harkrishan Public School 1995 — 2007
English, Physics, Maths, Chemistry, Computer Science, 1st
HCL Technologies February 2015 - Present
BMO Financial Group October 2013 - Present
Lambton College Sarnia September 2012 - August 2013
Enbake Consulting October 2011 - July 2012
Skills
Databases, Java, HTML, CSS, .NET, JavaScriptMVC, SugarCRM, Vtiger, jQuery Mobile, Software Development, Website Development, PHP, JavaScript, Software Project..., PMP, Software Testing Life..., Risk Management Plans, Business Ethics, Leadership Development, Strategic Negotiations, E-commerce, Quality Assurance, Linux, AJAX, Web Applications, Web Services, JSP, XML, HTML 5, Business Analysis, Business Requirements, Software Requirements
Education
Lambton College 2012 — 2013
Post Graduation, Information Technology Project Management, A-
Maharshi Dayanand University 2007 — 2011
Bachelor of Technology (B.Tech.), Computer Science, Ist
Guru Harkrishan Public School 1995 — 2007
English, Physics, Maths, Chemistry, Computer Science, 1st
Kim Grice's BMO Financial Group Experience February 2014 - Present
Job Customer Service Representative at BMO Financial Group
Industry Telecommunications
Experience
BMO Financial Group February 2014 - Present
Rogers Communications August 2009 - February 2014
WestJet August 2008 - August 2009
Casatta Wellington Observation and Detention Centre May 2001 - September 2008
Sunwing Airlines Inc. October 2006 - June 2007
OLG 2003 - 2006
Skills
Microsoft Word, Administrative Work, Crisis Intervention, Customer Retention, Customer Satisfaction, Escalations Management, Customer Escalation..., Young People, Juvenile Justice, Spreadsheets, Budgets, Department Budgeting, Procurement, Gaming Industry, Security, People-oriented, Non-Violent Crisis..., Report Writing, Court Reporting, Emergency Management, First Aid, Training, Team Leadership, Customer Service, Team Building, Time Management, Sales, Leadership, Public Speaking, Communication, Leadership Development, Problem Solving, Coaching
Education
University of Toronto - Rotman School of Management 2005 — 2005
Launch Pad to Success, Management Program
Loyalist College 2000 — 2001
Correctional Worker, Law
BMO Financial Group February 2014 - Present
Rogers Communications August 2009 - February 2014
WestJet August 2008 - August 2009
Casatta Wellington Observation and Detention Centre May 2001 - September 2008
Sunwing Airlines Inc. October 2006 - June 2007
OLG 2003 - 2006
Skills
Microsoft Word, Administrative Work, Crisis Intervention, Customer Retention, Customer Satisfaction, Escalations Management, Customer Escalation..., Young People, Juvenile Justice, Spreadsheets, Budgets, Department Budgeting, Procurement, Gaming Industry, Security, People-oriented, Non-Violent Crisis..., Report Writing, Court Reporting, Emergency Management, First Aid, Training, Team Leadership, Customer Service, Team Building, Time Management, Sales, Leadership, Public Speaking, Communication, Leadership Development, Problem Solving, Coaching
Education
University of Toronto - Rotman School of Management 2005 — 2005
Launch Pad to Success, Management Program
Loyalist College 2000 — 2001
Correctional Worker, Law
Charles Thibaudeau Charles Thibaudeau's BMO Financial Group Experience September 2014 - Present
Job Manager, Mortgage Service Center
Industry Financial Services
Experience
BMO Financial Group September 2014 - Present
CitiFinancial Canada October 2011 - December 2013
CitiFinancial Canada May 2011 - October 2011
HSBC (Household Finance) August 1999 - July 2010
Bell Mobility 1996 - 1999
Bell Mobility 1995 - 1996
Bell Mobility 1994 - 1995
Bell Mobility 1993 - 1994
Domtar 1991 - 1993
Skills
Banking, Budgets, Call Centers, Change Management, Coaching, Credit, Credit Cards, Credit Risk, Customer Service, Financial Services, Leadership, Forecasting, Management, New Business Development, Performance Management, Portfolio Management, Project Management, Relationship Management, Retail, Retail Banking, Risk Management, Sales, Sales Operations, Strategic Planning
Education
McGill University 1988 — 1991
Industrial Relations
Champlain College 1985 — 1988
MacDonald Cartier 1980 — 1985
BMO Financial Group September 2014 - Present
CitiFinancial Canada October 2011 - December 2013
CitiFinancial Canada May 2011 - October 2011
HSBC (Household Finance) August 1999 - July 2010
Bell Mobility 1996 - 1999
Bell Mobility 1995 - 1996
Bell Mobility 1994 - 1995
Bell Mobility 1993 - 1994
Domtar 1991 - 1993
Skills
Banking, Budgets, Call Centers, Change Management, Coaching, Credit, Credit Cards, Credit Risk, Customer Service, Financial Services, Leadership, Forecasting, Management, New Business Development, Performance Management, Portfolio Management, Project Management, Relationship Management, Retail, Retail Banking, Risk Management, Sales, Sales Operations, Strategic Planning
Education
McGill University 1988 — 1991
Industrial Relations
Champlain College 1985 — 1988
MacDonald Cartier 1980 — 1985
Shahid Altaf's BMO Financial Group Experience May 2014 - Present
Job Strategy I Business Transformation I Risk Management
Industry Financial Services
Experience
BMO Financial Group May 2014 - Present
BMO December 2012 - May 2014
Bank of Montreal January 2011 - December 2012
Ernst & Young November 2005 - August 2010
Bell Canada Enterprises May 2002 - October 2005
Price Waterhouse Coopers September 1997 - January 2002
Skills
Strategic Enterprise..., Business Transformation, Change Management, Critical Thinking, Creative Problem Solving, Management Consulting, Risk Management, Talent Management, Business Process..., Business Process..., Business Strategy, Operational Risk...
Education
London Business School 2009 — 2010
Executive MBA, Strategy and Finance
University of Toronto - Victoria University 1992 — 1996
B.Comm, Major in Economics and Minor in Finance
BMO Financial Group May 2014 - Present
BMO December 2012 - May 2014
Bank of Montreal January 2011 - December 2012
Ernst & Young November 2005 - August 2010
Bell Canada Enterprises May 2002 - October 2005
Price Waterhouse Coopers September 1997 - January 2002
Skills
Strategic Enterprise..., Business Transformation, Change Management, Critical Thinking, Creative Problem Solving, Management Consulting, Risk Management, Talent Management, Business Process..., Business Process..., Business Strategy, Operational Risk...
Education
London Business School 2009 — 2010
Executive MBA, Strategy and Finance
University of Toronto - Victoria University 1992 — 1996
B.Comm, Major in Economics and Minor in Finance
Juliana Gebhart, CPA, CIA, CAMS, CRMA's BMO Financial Group Experience September 2013 - Present
Job Audit Manager at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2013 - Present
BMO Financial Group July 2011 - September 2013
Marshall & Ilsley Corporation June 2009 - July 2011
Skills
Internal Audit, Banking, Sarbanes-Oxley, Auditing, Loans, Internal Controls, Credit, Sarbanes-Oxley Act, Credit Risk
Education
Marquette University 2004 — 2008
BSBA, Accounting, International Business, Spanish
BMO Financial Group September 2013 - Present
BMO Financial Group July 2011 - September 2013
Marshall & Ilsley Corporation June 2009 - July 2011
Skills
Internal Audit, Banking, Sarbanes-Oxley, Auditing, Loans, Internal Controls, Credit, Sarbanes-Oxley Act, Credit Risk
Education
Marquette University 2004 — 2008
BSBA, Accounting, International Business, Spanish
Vickie Dorgan, CFA, CFP Vickie Dorgan, CFA, CFP's BMO Financial Group Experience 2000 - 2003
Job Wealth Strategist, Keating & Associates (An Independent Firm); Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Keating & Associates, Inc. April 2010 - Present
Cole Partners October 2006 - December 2008
Northwestern Memorial Hospital 2004 - 2005
BMO Financial Group 2000 - 2003
Bank of Montreal 1999 - 2003
Harris Bank 1991 - 1999
Duff & Phelps 1981 - 1991
Skills
Financial Planning, Wealth Accumulation, Wealth Management, Wealth Preservation, Strategic Financial..., Wealth Management..., Securities, Asset Allocation, Investment Strategies, Commercial Lending, Banking, Retirement Plan..., Alternative Investments, Investment Management, Retirement, Business Analysis, Investments, Financial Advisory, Valuation, Management, Credit, Financial Services, FINRA, Insurance, Finance, Wealth, Financial Planners, Estate Planning, Investment Advisory, Series 7, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA
The University of Chicago 1976 — 1980
AB
London Business School
Keating & Associates, Inc. April 2010 - Present
Cole Partners October 2006 - December 2008
Northwestern Memorial Hospital 2004 - 2005
BMO Financial Group 2000 - 2003
Bank of Montreal 1999 - 2003
Harris Bank 1991 - 1999
Duff & Phelps 1981 - 1991
Skills
Financial Planning, Wealth Accumulation, Wealth Management, Wealth Preservation, Strategic Financial..., Wealth Management..., Securities, Asset Allocation, Investment Strategies, Commercial Lending, Banking, Retirement Plan..., Alternative Investments, Investment Management, Retirement, Business Analysis, Investments, Financial Advisory, Valuation, Management, Credit, Financial Services, FINRA, Insurance, Finance, Wealth, Financial Planners, Estate Planning, Investment Advisory, Series 7, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA
The University of Chicago 1976 — 1980
AB
London Business School
Peter Tsakanikas Peter Tsakanikas's BMO Financial Group Experience March 2014 - February 2015
Job On contract assignment with TD Insurance
Industry Banking
Experience
TD Insurance March 2015 - Present
BMO Financial Group March 2014 - February 2015
TD September 2012 - February 2014
CIBC October 2011 - October 2012
TD Bank October 2010 - September 2011
RBC Bank October 2009 - September 2010
CIBC July 2008 - September 2009
CIBC April 2006 - June 2008
Skills
Time Management, Management, Project Planning, MS Project, Integration, Team Management, Human Resources, Budgets, Testing, Enterprise Software, Policy, Project Management, Program Management, User Acceptance Testing, Team Leadership, Process Improvement, Analysis, Leadership, Software Documentation, CRM, Performance Management
Education
York University - Schulich School of Business 2006 — 2006
Masters Certificate, Project Management
Loyalist College 2001 — 2001
Foundation Certificate, Information Technology Service Management
Ryerson University 1997 — 2001
BCOM, Information Systems, Finance
TD Insurance March 2015 - Present
BMO Financial Group March 2014 - February 2015
TD September 2012 - February 2014
CIBC October 2011 - October 2012
TD Bank October 2010 - September 2011
RBC Bank October 2009 - September 2010
CIBC July 2008 - September 2009
CIBC April 2006 - June 2008
Skills
Time Management, Management, Project Planning, MS Project, Integration, Team Management, Human Resources, Budgets, Testing, Enterprise Software, Policy, Project Management, Program Management, User Acceptance Testing, Team Leadership, Process Improvement, Analysis, Leadership, Software Documentation, CRM, Performance Management
Education
York University - Schulich School of Business 2006 — 2006
Masters Certificate, Project Management
Loyalist College 2001 — 2001
Foundation Certificate, Information Technology Service Management
Ryerson University 1997 — 2001
BCOM, Information Systems, Finance
Joe Wansbrough Joe Wansbrough's BMO Financial Group Experience May 2014 - Present
Job Delivering strategies that prudently grow portfolios
Industry Consumer Goods
Experience
BMO Financial Group May 2014 - Present
Nielsen March 2010 - Present
GE Capital October 2006 - February 2010
HSBC Finance 2001 - 2006
CIBC 1999 - 2001
Canada Trust 1999 - 1999
Canada Trust 1997 - 1999
Dun & Bradstreet 1996 - 1997
Wilfrid Laurier University September 1994 - April 1996
Government of Canada April 1995 - December 1995
Skills
Inter-Cultural..., Research Focused, P&L Responsibilities, Professional Manager, Credit Risk, Team Management, Banking, Risk, Analysis, Research, Retail, Segmentation, Analytics, Credit, Credit Cards, Portfolio Management, Risk Management, SAS, Business Intelligence, Business Strategy, Data Analysis, Process Improvement, Underwriting, Budgeting, People Management, Management, Financial Analysis, Strategy, SDLC, Budgets, Financial Risk, P&L Management, Forecasting, Business Planning, Leadership, Finance
Education
Wilfrid Laurier University 1994 — 1996
MA, Business Economics and Administration
Laurentian University/Université Laurentienne 1988 — 1992
HBA, Economics
BMO Financial Group May 2014 - Present
Nielsen March 2010 - Present
GE Capital October 2006 - February 2010
HSBC Finance 2001 - 2006
CIBC 1999 - 2001
Canada Trust 1999 - 1999
Canada Trust 1997 - 1999
Dun & Bradstreet 1996 - 1997
Wilfrid Laurier University September 1994 - April 1996
Government of Canada April 1995 - December 1995
Skills
Inter-Cultural..., Research Focused, P&L Responsibilities, Professional Manager, Credit Risk, Team Management, Banking, Risk, Analysis, Research, Retail, Segmentation, Analytics, Credit, Credit Cards, Portfolio Management, Risk Management, SAS, Business Intelligence, Business Strategy, Data Analysis, Process Improvement, Underwriting, Budgeting, People Management, Management, Financial Analysis, Strategy, SDLC, Budgets, Financial Risk, P&L Management, Forecasting, Business Planning, Leadership, Finance
Education
Wilfrid Laurier University 1994 — 1996
MA, Business Economics and Administration
Laurentian University/Université Laurentienne 1988 — 1992
HBA, Economics
Sorin Manta Sorin Manta's BMO Financial Group Experience September 2015 - Present
Job Managing Director Platform, Analytics & Cloud Engineering at BMOFG
Industry Banking
Experience
BMO Financial Group September 2015 - Present
BMO Financial Group November 2012 - September 2015
BMO Financial Group September 2010 - October 2012
BMO Financial Group December 2008 - September 2010
BMO Financial Group November 2004 - December 2008
Barclays Global Investors March 1998 - November 2004
Dundee Capital Markets 1996 - 1998
Overseas Distribution Ltd 1994 - 1996
FORTE Computers 1993 - 1994
National Agency for Privatization (NAP) 1992 - 1993
Skills
Business Analysis, SDLC, Project Management, Integration, Cloud Computing, Business Intelligence, Banking, Analytics, Data Center, High Performance..., Leadership, Low Latency, IT Management, Trading Systems, Enterprise Architecture, IT Service Management, Strategy, VMware, Business Requirements, Oracle, Enterprise Software, Program Management, Management, Networking
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2009
Executive Certificate Program in Management and Leadership, Business Administration and Management, General
BMOFG Institute for Learning 2007 — 2008
General Manager/Leader, Managerial Leadership Learning System
Pink Elephant 2005 — 2005
ITIL Practitioner Certificate, Change & Problem Management
Canadian Securities Institute 1998 — 1998
Canadian Securities Course, Investments and Securities, Honours
Investment Funds Institute of Canada 1997 — 1997
Candian Investment Funds Course, Banking and Financial Support Services, Honours
NAEC SCOP - Romania 1997 — 1997
Master Certified Network Engineer, Computer Science, MCNE
1987 — 1993
MSc, Computer Systems Engineering
Gheorghe Lazar 1982 — 1986
High School International Bacalaureat Diploma, Mechanics/Mathematics Degree
BMO Financial Group September 2015 - Present
BMO Financial Group November 2012 - September 2015
BMO Financial Group September 2010 - October 2012
BMO Financial Group December 2008 - September 2010
BMO Financial Group November 2004 - December 2008
Barclays Global Investors March 1998 - November 2004
Dundee Capital Markets 1996 - 1998
Overseas Distribution Ltd 1994 - 1996
FORTE Computers 1993 - 1994
National Agency for Privatization (NAP) 1992 - 1993
Skills
Business Analysis, SDLC, Project Management, Integration, Cloud Computing, Business Intelligence, Banking, Analytics, Data Center, High Performance..., Leadership, Low Latency, IT Management, Trading Systems, Enterprise Architecture, IT Service Management, Strategy, VMware, Business Requirements, Oracle, Enterprise Software, Program Management, Management, Networking
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2009
Executive Certificate Program in Management and Leadership, Business Administration and Management, General
BMOFG Institute for Learning 2007 — 2008
General Manager/Leader, Managerial Leadership Learning System
Pink Elephant 2005 — 2005
ITIL Practitioner Certificate, Change & Problem Management
Canadian Securities Institute 1998 — 1998
Canadian Securities Course, Investments and Securities, Honours
Investment Funds Institute of Canada 1997 — 1997
Candian Investment Funds Course, Banking and Financial Support Services, Honours
NAEC SCOP - Romania 1997 — 1997
Master Certified Network Engineer, Computer Science, MCNE
1987 — 1993
MSc, Computer Systems Engineering
Gheorghe Lazar 1982 — 1986
High School International Bacalaureat Diploma, Mechanics/Mathematics Degree
Barbara Lee LEE Barbara Lee LEE's BMO Financial Group Experience June 2014 - October 2014
Job Recruiting Consultant at BMO Financial Group
Industry Staffing and Recruiting
Experience
Tellabs July 2015 - Present
AON/Hewitt RPO- BMO Financial Group July 2014 - October 2014
BMO Financial Group June 2014 - October 2014
Blue Edge RPO November 2013 - May 2014
CPP April 2013 - October 2013
Medical Staffing Network 2012 - 2012
SEBOS NURSING AND REHABILITATION 2009 - 2010
Chicago Public Schools 2008 - 2009
Skills
Sourcing, Taleo, Recruiting, Interviews, Permanent Placement, Customer Service, Team Leadership, Customer Retention, Change Management, Hiring, Training, Human Resources, Management, Sales, Payroll, Performance Management, Team Building, Employee Relations, Leadership
Education
Lincoln College 1996 — 2000
RICHARD T. CRANE HIGH SCHOOL 1992 — 1996
DIPLOMA
National-Louis University
Bachelor of Applied Science (BASc)
Tellabs July 2015 - Present
AON/Hewitt RPO- BMO Financial Group July 2014 - October 2014
BMO Financial Group June 2014 - October 2014
Blue Edge RPO November 2013 - May 2014
CPP April 2013 - October 2013
Medical Staffing Network 2012 - 2012
SEBOS NURSING AND REHABILITATION 2009 - 2010
Chicago Public Schools 2008 - 2009
Skills
Sourcing, Taleo, Recruiting, Interviews, Permanent Placement, Customer Service, Team Leadership, Customer Retention, Change Management, Hiring, Training, Human Resources, Management, Sales, Payroll, Performance Management, Team Building, Employee Relations, Leadership
Education
Lincoln College 1996 — 2000
RICHARD T. CRANE HIGH SCHOOL 1992 — 1996
DIPLOMA
National-Louis University
Bachelor of Applied Science (BASc)
Gauthier P. Vincent Gauthier P. Vincent's BMO Financial Group Experience February 2002 - January 2003
Job Principal (Owner) at Deloitte
Industry Financial Services
Experience
Deloitte April 2013 - Present
Booz & Company February 2010 - March 2013
Alpha Capital Financial Group, Inc. October 2007 - July 2009
Citigroup July 2006 - October 2007
Credit Suisse February 2004 - June 2006
BMO Financial Group February 2002 - January 2003
Marakon Associates August 1995 - January 2003
The World Bank January 1990 - July 1993
Skills
Strategy Development, Corporate Development, Corporate Finance, Private Banking, Wealth Management, Financial Management, Valuation, Value Based Management, Mergers, Strategic Planning, Financial Analysis, Business Strategy, Investment Banking, Financial Modeling, Due Diligence, Business Planning, New Business Development, Private Equity, DCF, Management Consulting, Wealth, M&A experience, Team Leadership, Marketing Strategy, Capital Adequacy, Economic Capital, Funds Transfer Pricing, Start-ups, Change Management, Venture Capital, Banking, Executive Management, Financial Institutions, Acquisition Integration, Restructuring, Performance Improvement, Competitive Analysis, Entrepreneurship, Organizational Design, Pricing, Investor Relations, Strategic Analysis, Financial Planning, Business Valuation, Business Modeling
Education
Sacred Heart University 2008 — 2009
MA, Religious Studies
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MBA, Finance
Institut d'Etudes politiques de Paris / Sciences Po Paris 1988 — 1990
IEP Degree, Political Economics
Ecole Nationale des Ponts et Chaussees, Paris 1984 — 1989
BS, MS, Mathematics & Engineering
Deloitte April 2013 - Present
Booz & Company February 2010 - March 2013
Alpha Capital Financial Group, Inc. October 2007 - July 2009
Citigroup July 2006 - October 2007
Credit Suisse February 2004 - June 2006
BMO Financial Group February 2002 - January 2003
Marakon Associates August 1995 - January 2003
The World Bank January 1990 - July 1993
Skills
Strategy Development, Corporate Development, Corporate Finance, Private Banking, Wealth Management, Financial Management, Valuation, Value Based Management, Mergers, Strategic Planning, Financial Analysis, Business Strategy, Investment Banking, Financial Modeling, Due Diligence, Business Planning, New Business Development, Private Equity, DCF, Management Consulting, Wealth, M&A experience, Team Leadership, Marketing Strategy, Capital Adequacy, Economic Capital, Funds Transfer Pricing, Start-ups, Change Management, Venture Capital, Banking, Executive Management, Financial Institutions, Acquisition Integration, Restructuring, Performance Improvement, Competitive Analysis, Entrepreneurship, Organizational Design, Pricing, Investor Relations, Strategic Analysis, Financial Planning, Business Valuation, Business Modeling
Education
Sacred Heart University 2008 — 2009
MA, Religious Studies
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MBA, Finance
Institut d'Etudes politiques de Paris / Sciences Po Paris 1988 — 1990
IEP Degree, Political Economics
Ecole Nationale des Ponts et Chaussees, Paris 1984 — 1989
BS, MS, Mathematics & Engineering
Valerie Hickey, M.Ed's BMO Financial Group Experience 2011 - 2013
Job Learning, change, leadership strategy
Industry Program Development
Experience
Organizational learning, change, leadership 2015 - Present
CBC/Radio-Canada 2014 - 2015
Canadian Society for Training and Development 2013 - 2013
BMO Financial Group 2011 - 2013
Friends of Killarney Park 2008 - 2012
Fusion Learning 2010 - 2011
Representative Clients: Ministry of Attorney General, Wind Mobile, Youth in Motion 2009 - 2011
IBM Canada 2001 - 2009
LGS Group (acquired by IBM) 1998 - 2001
The Canadian Institute 1996 - 1998
Skills
Change Management, Organizational..., Personnel Management, Organizational..., Leadership Development, Performance Management, Strategy, Human Resources, Management Consulting, Project Management, Talent Management, Program Management, Leadership, Business Development, Coaching, Training, Management, Business Strategy, Business Transformation, Workshop Facilitation, Staff Development, Governance, Consulting, Strategic Planning, Executive Coaching, Business Process..., Employee Engagement, Onboarding, Organizational Design, Training Delivery, Learning Management
Education
Massachusetts Institute of Technology 2015 — 2015
Theory U
ORSC - Organization & Relationship Systems Coaching at Center for Right Relationship 2008 — 2009
Systems Coaching
IBM Global Business Services 2000 — 2009
Consulting Certification; Leadership Certification; Social Network Analysis
University of Toronto - Ontario Institute for Studies in Education 1989 — 1992
Master of Education, Adult Education
University of Cambridge 1984 — 1986
Diploma in Teaching Adults (Royal Society of Arts and Cambridge U), Diploma
University of Toronto - University of St. Michael's College 1978 — 1982
Honours BA, French Specialist Degree
Organizational learning, change, leadership 2015 - Present
CBC/Radio-Canada 2014 - 2015
Canadian Society for Training and Development 2013 - 2013
BMO Financial Group 2011 - 2013
Friends of Killarney Park 2008 - 2012
Fusion Learning 2010 - 2011
Representative Clients: Ministry of Attorney General, Wind Mobile, Youth in Motion 2009 - 2011
IBM Canada 2001 - 2009
LGS Group (acquired by IBM) 1998 - 2001
The Canadian Institute 1996 - 1998
Skills
Change Management, Organizational..., Personnel Management, Organizational..., Leadership Development, Performance Management, Strategy, Human Resources, Management Consulting, Project Management, Talent Management, Program Management, Leadership, Business Development, Coaching, Training, Management, Business Strategy, Business Transformation, Workshop Facilitation, Staff Development, Governance, Consulting, Strategic Planning, Executive Coaching, Business Process..., Employee Engagement, Onboarding, Organizational Design, Training Delivery, Learning Management
Education
Massachusetts Institute of Technology 2015 — 2015
Theory U
ORSC - Organization & Relationship Systems Coaching at Center for Right Relationship 2008 — 2009
Systems Coaching
IBM Global Business Services 2000 — 2009
Consulting Certification; Leadership Certification; Social Network Analysis
University of Toronto - Ontario Institute for Studies in Education 1989 — 1992
Master of Education, Adult Education
University of Cambridge 1984 — 1986
Diploma in Teaching Adults (Royal Society of Arts and Cambridge U), Diploma
University of Toronto - University of St. Michael's College 1978 — 1982
Honours BA, French Specialist Degree
Chelsea Williamson Chelsea Williamson's BMO Financial Group Experience June 2012 - June 2012
Job Associate Attorney at Wolff & Sonderhouse, LLP
Industry Law Practice
Experience
Wolff & Sonderhouse, LLP September 2012 - Present
BMO Financial Group June 2012 - June 2012
Jeffrey S. Hynes & Associates April 2011 - June 2012
William R. Kerner Attorney at Law, LLC March 2012 - May 2012
Marquette Volunteer Legal Clinic January 2011 - May 2012
James Donohoo Law Office January 2012 - April 2012
The Honorable Charles Kahn Jr. August 2011 - December 2011
Catholic Charities May 2011 - August 2011
Marquette University Law School January 2010 - May 2010
ANSER June 2008 - August 2008
Education
Marquette University Law School 2009 — 2012
J.D.
Justus-Liebig-Universität Giessen 2010 — 2010
Law
Université Paris X Nanterre 2010 — 2010
Law
University of Virginia 2005 — 2009
B.A., Foreign Affairs, African Studies
Chancellor High School 2001 — 2005
Wolff & Sonderhouse, LLP September 2012 - Present
BMO Financial Group June 2012 - June 2012
Jeffrey S. Hynes & Associates April 2011 - June 2012
William R. Kerner Attorney at Law, LLC March 2012 - May 2012
Marquette Volunteer Legal Clinic January 2011 - May 2012
James Donohoo Law Office January 2012 - April 2012
The Honorable Charles Kahn Jr. August 2011 - December 2011
Catholic Charities May 2011 - August 2011
Marquette University Law School January 2010 - May 2010
ANSER June 2008 - August 2008
Education
Marquette University Law School 2009 — 2012
J.D.
Justus-Liebig-Universität Giessen 2010 — 2010
Law
Université Paris X Nanterre 2010 — 2010
Law
University of Virginia 2005 — 2009
B.A., Foreign Affairs, African Studies
Chancellor High School 2001 — 2005
Mahmoud Fatrouni, MBA, CIM, PFP's BMO Financial Group Experience April 2012 - June 2014
Job Investment & Retirement Planner (IRP) at RBC
Industry Financial Services
Experience
RBC July 2015 - Present
CIBC June 2014 - July 2015
BMO Financial Group April 2012 - June 2014
Skills
Personal Financial..., Financial Services, Financial Planners, Investment Banking, Investment Advisory, Financial Advisory
Education
Canadian Securities Institure, CSI 2014 — 2014
WME (Wealth Management Essentials)
Canadian Securities Institute, CSI 2014 — 2014
CPH (Conduct and Practices Handhout)
Canadian Securities Institute, CSI 2013 — 2014
PFP Designation, Personal Financial Planner Designation
Canadian Securities Institute, CSI 2013 — 2013
Financial Planning II
Canadian Securities Institute, CSI 2012 — 2012
CFSA (Certificate in Financial Services Advice)
Canadian Securities Institute, CSI 2012 — 2012
(PFSA) Personal Financial Services Advice
Canadian Securities Institute, CSI 2012 — 2012
Financial Planning I
Canadian Securities Institue, CSI 2011 — 2012
CSC (Canadian Securities Course)
Maastricht School of Management 2007 — 2010
MBA, Distinction with Honor
RBC July 2015 - Present
CIBC June 2014 - July 2015
BMO Financial Group April 2012 - June 2014
Skills
Personal Financial..., Financial Services, Financial Planners, Investment Banking, Investment Advisory, Financial Advisory
Education
Canadian Securities Institure, CSI 2014 — 2014
WME (Wealth Management Essentials)
Canadian Securities Institute, CSI 2014 — 2014
CPH (Conduct and Practices Handhout)
Canadian Securities Institute, CSI 2013 — 2014
PFP Designation, Personal Financial Planner Designation
Canadian Securities Institute, CSI 2013 — 2013
Financial Planning II
Canadian Securities Institute, CSI 2012 — 2012
CFSA (Certificate in Financial Services Advice)
Canadian Securities Institute, CSI 2012 — 2012
(PFSA) Personal Financial Services Advice
Canadian Securities Institute, CSI 2012 — 2012
Financial Planning I
Canadian Securities Institue, CSI 2011 — 2012
CSC (Canadian Securities Course)
Maastricht School of Management 2007 — 2010
MBA, Distinction with Honor
Paul DiGangi's BMO Financial Group Experience July 2015 - Present
Job Finance Manager
Industry Financial Services
Experience
BMO Financial Group July 2015 - Present
BMO Financial Group July 2013 - July 2015
Waste Management April 2011 - July 2013
Wishbone Restaurants, Inc. October 2009 - June 2010
HMSHost July 2001 - July 2005
Skills
Accounting, Financial Reporting, GAAP, Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Internal Controls, General Ledger, Accounts Receivable, Forecasting, Internal Audit, Journal Entries, Fixed Assets, Financial Statements, Variance Analysis, Accounts Payable, Payroll, PeopleSoft, US GAAP
Education
Loyola University Chicago
B.B.A., Accounting
BMO Financial Group July 2015 - Present
BMO Financial Group July 2013 - July 2015
Waste Management April 2011 - July 2013
Wishbone Restaurants, Inc. October 2009 - June 2010
HMSHost July 2001 - July 2005
Skills
Accounting, Financial Reporting, GAAP, Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Internal Controls, General Ledger, Accounts Receivable, Forecasting, Internal Audit, Journal Entries, Fixed Assets, Financial Statements, Variance Analysis, Accounts Payable, Payroll, PeopleSoft, US GAAP
Education
Loyola University Chicago
B.B.A., Accounting
Adam Greenspoon Adam Greenspoon's BMO Financial Group Experience January 2009 - January 2011
Job Project professional with extensive Operations experience in Financial Services and the Energy sector.
Industry Oil & Energy
Experience
Enbridge Gas Distribution January 2011 - Present
BMO Financial Group January 2009 - January 2011
BMO Bank of Montreal April 2005 - January 2009
BMO Nesbitt Burns February 2003 - April 2005
BMO Nesbitt Burns 1998 - 2003
Bell Canada 1997 - 1998
Sun Life Financial 1995 - 1997
Skills
Financial Services
Education
York University - Schulich School of Business 1992 — 1994
IMBA, International Business, Western Europe
McGill University 1988 — 1992
BCom, Marketing and International Business
Enbridge Gas Distribution January 2011 - Present
BMO Financial Group January 2009 - January 2011
BMO Bank of Montreal April 2005 - January 2009
BMO Nesbitt Burns February 2003 - April 2005
BMO Nesbitt Burns 1998 - 2003
Bell Canada 1997 - 1998
Sun Life Financial 1995 - 1997
Skills
Financial Services
Education
York University - Schulich School of Business 1992 — 1994
IMBA, International Business, Western Europe
McGill University 1988 — 1992
BCom, Marketing and International Business
Alan Desnoyers's BMO Financial Group Experience May 2010 - April 2013
Job VicePresident & Managing Director, Quebec at BMO Private Banking – Guidance for Successful Canadians
Industry Financial Services
Experience
BMO Private Banking May 2013 - Present
BMO Financial Group May 2010 - April 2013
Independent January 2009 - April 2010
TD Bank September 2003 - September 2008
TD Bank January 2002 - September 2003
TD Bank January 2000 - January 2002
TD Bank November 1997 - January 2000
TD Bank January 1997 - November 1997
TD Bank May 1985 - December 1996
Skills
Retail Banking, Banking, Commercial Banking, Credit, Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Analysis, Credit Analysis, Risk Management, Financial Services, Loans, Strategic Financial..., Credit Risk, Mortgage Lending, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2002
Strategic Management and Thinking
McGill University 1982 — 1985
Bachelor of Commerce, Finance and International Business
Marianopolis College 1979 — 1982
D.E.C., Commerce
BMO Private Banking May 2013 - Present
BMO Financial Group May 2010 - April 2013
Independent January 2009 - April 2010
TD Bank September 2003 - September 2008
TD Bank January 2002 - September 2003
TD Bank January 2000 - January 2002
TD Bank November 1997 - January 2000
TD Bank January 1997 - November 1997
TD Bank May 1985 - December 1996
Skills
Retail Banking, Banking, Commercial Banking, Credit, Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Analysis, Credit Analysis, Risk Management, Financial Services, Loans, Strategic Financial..., Credit Risk, Mortgage Lending, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2002
Strategic Management and Thinking
McGill University 1982 — 1985
Bachelor of Commerce, Finance and International Business
Marianopolis College 1979 — 1982
D.E.C., Commerce
Jonathan Brittain Jonathan Brittain's BMO Financial Group Experience November 2010 - February 2011
Job Program Manager, Small Business Customer Programs & Marketing at BMO Bank of Montreal
Industry Financial Services
Experience
BMO Bank of Montreal February 2011 - August 2012
BMO Financial Group November 2010 - February 2011
BMO Bank of Montreal August 2009 - November 2010
BMO Bank of Montreal January 2007 - August 2009
HMV Canada Inc January 2002 - January 2004
Skills
Strategy, Marketing, Marketing Communications, Marketing Strategy, Project Management, Direct Marketing, Management, Banking, Customer Service, Relationship Management, Sales, Strategic Planning, Integrated Marketing
Education
National Theatre School of Canada 1991 — 1993
Production, Production Management, Lighting Design, Stage Management
McGill University 1989 — 1991
English Commerce Science
BMO Bank of Montreal February 2011 - August 2012
BMO Financial Group November 2010 - February 2011
BMO Bank of Montreal August 2009 - November 2010
BMO Bank of Montreal January 2007 - August 2009
HMV Canada Inc January 2002 - January 2004
Skills
Strategy, Marketing, Marketing Communications, Marketing Strategy, Project Management, Direct Marketing, Management, Banking, Customer Service, Relationship Management, Sales, Strategic Planning, Integrated Marketing
Education
National Theatre School of Canada 1991 — 1993
Production, Production Management, Lighting Design, Stage Management
McGill University 1989 — 1991
English Commerce Science
Jatin Mehta's BMO Financial Group Experience October 2009 - June 2010
Job Experienced Wealth Management/ Private Banking Consultant
Industry Financial Services
Experience
Nexia Vision Corporation July 2010 - Present
Franklin Templeton Investments July 2013 - August 2014
Capco April 2012 - July 2013
Tangentia Consulting June 2010 - March 2012
BMO Financial Group October 2009 - June 2010
TD Bank November 2008 - October 2009
Caulfeild Apparel Group, Toronto, Canada September 2008 - April 2009
Esales Traffic Consulting Services February 2008 - November 2008
Primus Telecommunications Canada August 2006 - January 2008
City of Vaughan May 2006 - August 2006
Skills
PL/SQL, MS Project, Java, C++, Linux, Perl, SQL, JavaScript, C, Fedora, PVCS, FreeBSD, Visio, Project Management, Integration, Management Consulting, Business Analysis, Agile Methodologies, Microsoft Project, Leadership, Requirements Analysis, SDLC, Consulting, Business Process, Business Strategy, Strategy, Management
Education
York University - Schulich School of Business 2008 — 2010
MBA, Strategy (Risk) & Financial Management
Seneca College of Applied Arts and Technology 2005 — 2006
P.G Certificaiton, Internet System Administration
Maharshi Dayanand University 2000 — 2004
B.Engg., Electronics & Telecommunications
Bhartiya Vidya Bhavan
Nexia Vision Corporation July 2010 - Present
Franklin Templeton Investments July 2013 - August 2014
Capco April 2012 - July 2013
Tangentia Consulting June 2010 - March 2012
BMO Financial Group October 2009 - June 2010
TD Bank November 2008 - October 2009
Caulfeild Apparel Group, Toronto, Canada September 2008 - April 2009
Esales Traffic Consulting Services February 2008 - November 2008
Primus Telecommunications Canada August 2006 - January 2008
City of Vaughan May 2006 - August 2006
Skills
PL/SQL, MS Project, Java, C++, Linux, Perl, SQL, JavaScript, C, Fedora, PVCS, FreeBSD, Visio, Project Management, Integration, Management Consulting, Business Analysis, Agile Methodologies, Microsoft Project, Leadership, Requirements Analysis, SDLC, Consulting, Business Process, Business Strategy, Strategy, Management
Education
York University - Schulich School of Business 2008 — 2010
MBA, Strategy (Risk) & Financial Management
Seneca College of Applied Arts and Technology 2005 — 2006
P.G Certificaiton, Internet System Administration
Maharshi Dayanand University 2000 — 2004
B.Engg., Electronics & Telecommunications
Bhartiya Vidya Bhavan
Alla Rozenbaoum Alla Rozenbaoum's BMO Financial Group Experience May 2010 - November 2012
Job QA Analyst at RBC
Industry Financial Services
Experience
RBC December 2012 - Present
BMO Financial Group May 2010 - November 2012
Northbridge Insurance January 2007 - November 2009
Northbridge Insurance October 2002 - January 2007
Fidelity Investments November 2000 - August 2002
Systems Xcellence (SXC) July 1998 - November 2000
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Test Planning, Quality Center, Agile Methodologies, Visio, Software Project..., Process Improvement, Testing, Integration, Training, Business Intelligence, ETL, Oracle, Data Warehousing, PL/SQL, Software Development, Microsoft SQL Server, Quality Assurance, Enterprise Software, Management, Systems Analysis, DB2, Business Process, Software Documentation, SharePoint, Software Quality..., Business Process..., Waterfall, HP Quality Center
Education
Lomonosov Moscow State University (MSU) 1980 — 1986
Masters, Philology
Almaty State University of Foreign Languages 1976 — 1986
Master, Languages and Literature
RBC December 2012 - Present
BMO Financial Group May 2010 - November 2012
Northbridge Insurance January 2007 - November 2009
Northbridge Insurance October 2002 - January 2007
Fidelity Investments November 2000 - August 2002
Systems Xcellence (SXC) July 1998 - November 2000
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Test Planning, Quality Center, Agile Methodologies, Visio, Software Project..., Process Improvement, Testing, Integration, Training, Business Intelligence, ETL, Oracle, Data Warehousing, PL/SQL, Software Development, Microsoft SQL Server, Quality Assurance, Enterprise Software, Management, Systems Analysis, DB2, Business Process, Software Documentation, SharePoint, Software Quality..., Business Process..., Waterfall, HP Quality Center
Education
Lomonosov Moscow State University (MSU) 1980 — 1986
Masters, Philology
Almaty State University of Foreign Languages 1976 — 1986
Master, Languages and Literature
Jerry Mao Jerry Mao's BMO Financial Group Experience October 2012 - July 2014
Job Associate Director at Aon Benfield
Industry Financial Services
Experience
Aon Benfield July 2014 - Present
BMO Financial Group October 2012 - July 2014
BMO December 2010 - September 2012
HNA Futures October 2008 - July 2009
Skills
Insurance, Segregated Funds, Annuities, Indexed Annuities, Investments, Financial Engineering, Quantitative Finance, Interest Rate..., Risk Management, Pricing, Python, C++, C#, Matlab, VBA, Financial Risk, Time Series Analysis, Fixed Annuities, Actuarial Science, Portfolio Management, Financial Modeling
Education
University of Waterloo 2009 — 2010
Master of Actuarial Science
McGill University 2003 — 2007
Bachelor of Commerce, Finance, Mathematics
Aon Benfield July 2014 - Present
BMO Financial Group October 2012 - July 2014
BMO December 2010 - September 2012
HNA Futures October 2008 - July 2009
Skills
Insurance, Segregated Funds, Annuities, Indexed Annuities, Investments, Financial Engineering, Quantitative Finance, Interest Rate..., Risk Management, Pricing, Python, C++, C#, Matlab, VBA, Financial Risk, Time Series Analysis, Fixed Annuities, Actuarial Science, Portfolio Management, Financial Modeling
Education
University of Waterloo 2009 — 2010
Master of Actuarial Science
McGill University 2003 — 2007
Bachelor of Commerce, Finance, Mathematics
Jennifer Osorio's BMO Financial Group Experience October 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BMO Financial Group October 2013 - Present
Fifth Third Bank August 2004 - March 2013
Fifth Third Bank August 2004 - March 2013
Skills
Customer Service, Banking, Risk Management, Customer Satisfaction
Education
Lewis University 2005 — 2006
Some Graduate Studies, Clinical Psychology, 4.0
Lewis University 2002 — 2005
Bachelor of Arts (BA), Psychology and Studio Arts
BMO Financial Group October 2013 - Present
Fifth Third Bank August 2004 - March 2013
Fifth Third Bank August 2004 - March 2013
Skills
Customer Service, Banking, Risk Management, Customer Satisfaction
Education
Lewis University 2005 — 2006
Some Graduate Studies, Clinical Psychology, 4.0
Lewis University 2002 — 2005
Bachelor of Arts (BA), Psychology and Studio Arts
Olga Bezborodova Olga Bezborodova's BMO Financial Group Experience May 2010 - September 2010
Job Senior Test Manager
Industry Information Technology and Services
Experience
TD January 2013 - December 2014
Scotiabank July 2011 - November 2012
Shoppers Drugmart October 2010 - June 2011
BMO Financial Group May 2010 - September 2010
Toyota Canada Inc September 2009 - April 2010
American Express May 2009 - September 2009
RBC Royal Bank September 2008 - May 2009
Royal Bank of Canada December 2006 - July 2008
Royal Sun Alliance February 2006 - December 2006
TD Bank Financial Group December 2001 - February 2006
Education
Russian Academy of Sciences, Bach Institute of Biochemistry
Doctor of Philosophy (Ph.D.)
Lomonosov Moscow State University (MSU)
Master's of Science
Moscow State University
M.Sc
TD January 2013 - December 2014
Scotiabank July 2011 - November 2012
Shoppers Drugmart October 2010 - June 2011
BMO Financial Group May 2010 - September 2010
Toyota Canada Inc September 2009 - April 2010
American Express May 2009 - September 2009
RBC Royal Bank September 2008 - May 2009
Royal Bank of Canada December 2006 - July 2008
Royal Sun Alliance February 2006 - December 2006
TD Bank Financial Group December 2001 - February 2006
Education
Russian Academy of Sciences, Bach Institute of Biochemistry
Doctor of Philosophy (Ph.D.)
Lomonosov Moscow State University (MSU)
Master's of Science
Moscow State University
M.Sc
Ali Razavi | MBA, PMP Ali Razavi | MBA, PMP's BMO Financial Group Experience April 2012 - January 2013
Job Vice President Canadian Core Banking Technology (Retail, Commercial & Small Business) at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank August 2015 - Present
Scotiabank July 2014 - Present
BMO January 2013 - Present
BMO Financial Group April 2012 - January 2013
BMO Financial Group July 2007 - March 2012
BMO Financial Group June 2006 - August 2007
BMO Financial Group November 2005 - June 2006
BMO Financial Group April 2001 - November 2005
BMO Financial Group May 1999 - April 2001
BMO Financial Group November 1997 - May 1999
Skills
Leadership Development, Programme Delivery, Strategic Thinking, Partnerships, Vendor Management, People Development, Strategy, SDLC, IT Strategy, Enterprise Architecture, Business Analysis, PMP, Program Management, CRM, PMO, Management, Leadership, Team Management, SOA, Requirements Analysis, Relationship Management, Solution Architecture, Requirements Gathering, Business Intelligence, Talent Management, Project Portfolio..., Project Delivery, Governance, Financial Services, Resource Management, IT Management, Enterprise Software
Education
York University - Schulich School of Business 2003 — 2006
MBA
University of Toronto - Rotman School of Management 2010 — 2011
York University - Schulich School of Business 2007 — 2008
Masters Certificate in Project Management
Project Management Institute
PMP
Sharif Institute of Technology 1996 — 1997
Diploma
Luleå University of Technology 1992 — 1993
Diploma
Allameh University 1988 — 1992
Bachelor of Arts
Scotiabank August 2015 - Present
Scotiabank July 2014 - Present
BMO January 2013 - Present
BMO Financial Group April 2012 - January 2013
BMO Financial Group July 2007 - March 2012
BMO Financial Group June 2006 - August 2007
BMO Financial Group November 2005 - June 2006
BMO Financial Group April 2001 - November 2005
BMO Financial Group May 1999 - April 2001
BMO Financial Group November 1997 - May 1999
Skills
Leadership Development, Programme Delivery, Strategic Thinking, Partnerships, Vendor Management, People Development, Strategy, SDLC, IT Strategy, Enterprise Architecture, Business Analysis, PMP, Program Management, CRM, PMO, Management, Leadership, Team Management, SOA, Requirements Analysis, Relationship Management, Solution Architecture, Requirements Gathering, Business Intelligence, Talent Management, Project Portfolio..., Project Delivery, Governance, Financial Services, Resource Management, IT Management, Enterprise Software
Education
York University - Schulich School of Business 2003 — 2006
MBA
University of Toronto - Rotman School of Management 2010 — 2011
York University - Schulich School of Business 2007 — 2008
Masters Certificate in Project Management
Project Management Institute
PMP
Sharif Institute of Technology 1996 — 1997
Diploma
Luleå University of Technology 1992 — 1993
Diploma
Allameh University 1988 — 1992
Bachelor of Arts
Amy Schubert Amy Schubert's BMO Financial Group Experience July 2015 - Present
Job Vice President, Senior Manager of Sales Strategy
Industry Financial Services
Experience
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - Present
BMO Private Bank 2011 - August 2013
BMO Private Bank April 2012 - December 2012
M&I Wealth Management 2009 - 2011
M&I Wealth Management 2007 - 2009
Alliance Wealth Management 2006 - 2007
Johnson Controls 2004 - 2006
Johnson Controls 2001 - 2004
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Public Speaking, Public Relations, Event Management, Event Planning, Technical Writing, Resume Writing, Creative Writing, Database Administration, Data Analysis, Client Development, Volunteer Recruiting, Volunteer Management, Department Budgeting, Media Relations, Media Buying, Project Management, Management, Food & Beverage, Hospitality Management, Strategic Planning, Strategic Communications, Bank Mergers, Acquisitions, Acquisition Integration, Strategic Partnerships, Web Content, Email Marketing Software, HTML, Web Development, Technical Documentation, Training Delivery, Instructor-led Training, Online Communications, Online Journalism, Marketing, CRM, Integrated Marketing, Sponsorship, Brand Development, Editing, Marketing Research, Market Planning, Analytics, Brand Management, Customer Experience, Relationship Marketing, Internal Communications
Education
FINRA 2006 — 2006
Series 7 and 66 Securities Licenses
University of Wisconsin-Milwaukee 1999 — 2001
MA, Rhetoric, Composition and Professional Writing
Marquette University 1993 — 1997
BA, Writing Intensive English
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - Present
BMO Private Bank 2011 - August 2013
BMO Private Bank April 2012 - December 2012
M&I Wealth Management 2009 - 2011
M&I Wealth Management 2007 - 2009
Alliance Wealth Management 2006 - 2007
Johnson Controls 2004 - 2006
Johnson Controls 2001 - 2004
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Public Speaking, Public Relations, Event Management, Event Planning, Technical Writing, Resume Writing, Creative Writing, Database Administration, Data Analysis, Client Development, Volunteer Recruiting, Volunteer Management, Department Budgeting, Media Relations, Media Buying, Project Management, Management, Food & Beverage, Hospitality Management, Strategic Planning, Strategic Communications, Bank Mergers, Acquisitions, Acquisition Integration, Strategic Partnerships, Web Content, Email Marketing Software, HTML, Web Development, Technical Documentation, Training Delivery, Instructor-led Training, Online Communications, Online Journalism, Marketing, CRM, Integrated Marketing, Sponsorship, Brand Development, Editing, Marketing Research, Market Planning, Analytics, Brand Management, Customer Experience, Relationship Marketing, Internal Communications
Education
FINRA 2006 — 2006
Series 7 and 66 Securities Licenses
University of Wisconsin-Milwaukee 1999 — 2001
MA, Rhetoric, Composition and Professional Writing
Marquette University 1993 — 1997
BA, Writing Intensive English
Mary J Torrez Mary J Torrez's BMO Financial Group Experience June 2011 - October 2011
Job Licensed Certified Sales Agent, United Healthcare Medicare Solutions
Industry Insurance
Experience
United Healthcare Medicare Solutions July 2013 - Present
Consult CORE Group October 2011 - December 2014
BMO Financial Group June 2011 - October 2011
M&I Bank August 2007 - October 2011
MRA - THE MANAGEMENT ASSOCIATION January 1993 - August 2007
HYDRITE CHEMICAL COMPANY January 1981 - January 1993
Skills
Talent Management, Leadership Development, Team Facilitation, Team Building, Executive Coaching, Job Coaching, Change Management, Conflict Management, Resilience, Program Facilitation, Succession Planning, Employee Engagement, Strategic Planning, Large-scale Event..., Management, Performance Management, Employee Relations, Management Consulting, Organizational..., MBTI, Career Development, Organizational Learning, Staff Development, Culture Change, Workshop Facilitation, Training, Personal Development, Strategy, Large Scale Events, Coaching, Human Resources, Leadership, Personnel Management, Organizational..., Employee Training, Organizational Design, Onboarding, Executive Management, 360 Feedback, Executive Development, Human Capital, CRM, Performance Improvement, Workforce Planning, Business Coaching, HR Consulting, Talent Acquisition, Training Delivery, Emotional Intelligence, Deferred Compensation
Education
Marquette University
Organizational Leadership
United Healthcare Medicare Solutions July 2013 - Present
Consult CORE Group October 2011 - December 2014
BMO Financial Group June 2011 - October 2011
M&I Bank August 2007 - October 2011
MRA - THE MANAGEMENT ASSOCIATION January 1993 - August 2007
HYDRITE CHEMICAL COMPANY January 1981 - January 1993
Skills
Talent Management, Leadership Development, Team Facilitation, Team Building, Executive Coaching, Job Coaching, Change Management, Conflict Management, Resilience, Program Facilitation, Succession Planning, Employee Engagement, Strategic Planning, Large-scale Event..., Management, Performance Management, Employee Relations, Management Consulting, Organizational..., MBTI, Career Development, Organizational Learning, Staff Development, Culture Change, Workshop Facilitation, Training, Personal Development, Strategy, Large Scale Events, Coaching, Human Resources, Leadership, Personnel Management, Organizational..., Employee Training, Organizational Design, Onboarding, Executive Management, 360 Feedback, Executive Development, Human Capital, CRM, Performance Improvement, Workforce Planning, Business Coaching, HR Consulting, Talent Acquisition, Training Delivery, Emotional Intelligence, Deferred Compensation
Education
Marquette University
Organizational Leadership
Berni Melton Berni Melton's BMO Financial Group Experience November 2011 - Present
Job Portfolio/Project Manager, Wealth Management @ BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group November 2011 - Present
Independent Consultant April 2006 - December 2013
NeoSphere Energy Corporation May 2009 - December 2010
HCSC September 2007 - March 2009
ABN AMRO April 2006 - February 2007
JP Morgan October 2004 - February 2006
Bank One October 1998 - October 2004
NiSource 1990 - February 1997
Skills
Strategic Planning, Policy/Procedure..., Business Systems..., Business Operations..., Financial Processes, Enterprise Collaboration, Program Management, Project Portfolio..., Financial Management, Business Strategy, Business Intelligence, Business Planning, Business Management, Financial Planning, Business Analysis, Process Improvement, PMO, Forecasting, Budgeting, Analysis, Integration, Start-ups, Mergers, Conversions, Management Consulting, Budgets, Strategy, Cross-functional Team..., Risk Management, SDLC, Leadership, Project Planning, Management, Finance, Mergers & Acquisitions, Managerial Finance, Banking, Operations Management, Strategic Financial..., Portfolio Management
Education
Purdue University
BS, Management - Finance/Accounting
University of Colorado Denver 2000 — 2002
Certification, Portfolio/Program/Project Management
Loyola University of Chicago 1999 — 1999
Certification, Portfolio/Program/Project Management
BMO Financial Group November 2011 - Present
Independent Consultant April 2006 - December 2013
NeoSphere Energy Corporation May 2009 - December 2010
HCSC September 2007 - March 2009
ABN AMRO April 2006 - February 2007
JP Morgan October 2004 - February 2006
Bank One October 1998 - October 2004
NiSource 1990 - February 1997
Skills
Strategic Planning, Policy/Procedure..., Business Systems..., Business Operations..., Financial Processes, Enterprise Collaboration, Program Management, Project Portfolio..., Financial Management, Business Strategy, Business Intelligence, Business Planning, Business Management, Financial Planning, Business Analysis, Process Improvement, PMO, Forecasting, Budgeting, Analysis, Integration, Start-ups, Mergers, Conversions, Management Consulting, Budgets, Strategy, Cross-functional Team..., Risk Management, SDLC, Leadership, Project Planning, Management, Finance, Mergers & Acquisitions, Managerial Finance, Banking, Operations Management, Strategic Financial..., Portfolio Management
Education
Purdue University
BS, Management - Finance/Accounting
University of Colorado Denver 2000 — 2002
Certification, Portfolio/Program/Project Management
Loyola University of Chicago 1999 — 1999
Certification, Portfolio/Program/Project Management
Catherine Brault Catherine Brault's BMO Financial Group Experience 1979 - 1998
Job Courtier immobilier chez RE/MAX du Cartier
Industry Real Estate
Experience
RE/MAX du Cartier officiel August 1998 - Present
BMO Financial Group 1979 - 1998
Skills
Immobilier résidentiel, Customer Service, Negotiation, Sales, Microsoft Office, Sales Management, Strategic Planning, Marketing Communications, Contract Negotiation, Single Family Homes, Marketing Strategy, Marketing, Real Estate, Condos, Gestion immobilière, Immobilier, Négociation de contrat, Service client, Stratégie marketing, Investissements, Résidence familiale, Vente, Investments, Appartements, Négociations, Property Management
Education
Collège Jean de Brébeuf
DEC, Lettres
Collège Marie de France
Classique
McGill University
Certificat en management
École St-Germain d'Outremont
École primaire
RE/MAX du Cartier officiel August 1998 - Present
BMO Financial Group 1979 - 1998
Skills
Immobilier résidentiel, Customer Service, Negotiation, Sales, Microsoft Office, Sales Management, Strategic Planning, Marketing Communications, Contract Negotiation, Single Family Homes, Marketing Strategy, Marketing, Real Estate, Condos, Gestion immobilière, Immobilier, Négociation de contrat, Service client, Stratégie marketing, Investissements, Résidence familiale, Vente, Investments, Appartements, Négociations, Property Management
Education
Collège Jean de Brébeuf
DEC, Lettres
Collège Marie de France
Classique
McGill University
Certificat en management
École St-Germain d'Outremont
École primaire
danielle malka danielle malka's BMO Financial Group Experience January 1981 - Present
Job Sr Manager FX Settlement
Industry Investment Banking
Experience
BMO Financial Group January 1981 - Present
BMO Financial Group August 1999 - February 2009
BMO Financial Group February 1996 - July 1999
BMO Financial Group 1992 - 1996
BMO Financial Group March 1981 - 1992
Skills
Portfolio Management, Operational Risk..., FX Options, Risk Management, Payments, Banking, Derivatives, Financial Services, Retail Banking
Education
McGill University 1992 — 1995
Certificate in Management, Management
BMO Financial Group January 1981 - Present
BMO Financial Group August 1999 - February 2009
BMO Financial Group February 1996 - July 1999
BMO Financial Group 1992 - 1996
BMO Financial Group March 1981 - 1992
Skills
Portfolio Management, Operational Risk..., FX Options, Risk Management, Payments, Banking, Derivatives, Financial Services, Retail Banking
Education
McGill University 1992 — 1995
Certificate in Management, Management
Al Valino, PMP Al Valino, PMP's BMO Financial Group Experience July 2013 - October 2014
Job Global Project Manager at Atos
Industry Information Technology and Services
Experience
Atos May 2015 - Present
BMO Financial Group July 2013 - October 2014
RBC April 2013 - June 2013
IBM Canada January 2013 - March 2013
BMO August 2010 - December 2012
CIBC December 2007 - August 2010
Telus Mobility January 2004 - November 2007
Telus Mobility October 2001 - January 2004
Steeves and Associates May 2001 - August 2001
SVI Technologies February 1998 - March 2000
Skills
Data Center, Resource Management, Integration, Project Management, Capacity Planning, Project Delivery, Vendor Management, Management, Process Improvement, SDLC, Program Management, Business Requirements, Change Management, PMO, Business Analysis, IT Operations, Strategy, Telecommunications, Infrastructure, System Deployment, Requirements Gathering, Enterprise Architecture, Requirements Analysis, Project Portfolio..., Software Project..., PMP
Education
University of the Philippines 1989 — 1991
M.Sc. Remote Sensing (Units), Remote Sensing
Mapua Institute of Technology 1979 — 1985
B.Sc. Mechanical Engineering
Atos May 2015 - Present
BMO Financial Group July 2013 - October 2014
RBC April 2013 - June 2013
IBM Canada January 2013 - March 2013
BMO August 2010 - December 2012
CIBC December 2007 - August 2010
Telus Mobility January 2004 - November 2007
Telus Mobility October 2001 - January 2004
Steeves and Associates May 2001 - August 2001
SVI Technologies February 1998 - March 2000
Skills
Data Center, Resource Management, Integration, Project Management, Capacity Planning, Project Delivery, Vendor Management, Management, Process Improvement, SDLC, Program Management, Business Requirements, Change Management, PMO, Business Analysis, IT Operations, Strategy, Telecommunications, Infrastructure, System Deployment, Requirements Gathering, Enterprise Architecture, Requirements Analysis, Project Portfolio..., Software Project..., PMP
Education
University of the Philippines 1989 — 1991
M.Sc. Remote Sensing (Units), Remote Sensing
Mapua Institute of Technology 1979 — 1985
B.Sc. Mechanical Engineering
Phil Large Phil Large's BMO Financial Group Experience January 2011 - Present
Job Strategic Business Advisor, Risk Management & Business Operations
Industry Financial Services
Experience
BMO Financial Group January 2011 - Present
Independent Consultant April 2010 - November 2010
BMO Financial Group 2005 - October 2010
Bank of Montreal August 2002 - March 2005
CIBC 1998 - 2001
CIBC 1997 - 1998
Skills
Business Strategy, Risk Management, Sales Management, Program Management, Management Consulting, Strategy, Finance, Commercial Banking, Leadership, Change Management, Financial Analysis, Portfolio Management, Governance, Banking, Performance Management, Management
Education
York University - Schulich School of Business 2004 — 2005
Masters Certificate, Risk Management
London Business School 2001 — 2002
MSc, Masters in Finance
Queen's University 1988 — 1993
BSc, Biology
BMO Financial Group January 2011 - Present
Independent Consultant April 2010 - November 2010
BMO Financial Group 2005 - October 2010
Bank of Montreal August 2002 - March 2005
CIBC 1998 - 2001
CIBC 1997 - 1998
Skills
Business Strategy, Risk Management, Sales Management, Program Management, Management Consulting, Strategy, Finance, Commercial Banking, Leadership, Change Management, Financial Analysis, Portfolio Management, Governance, Banking, Performance Management, Management
Education
York University - Schulich School of Business 2004 — 2005
Masters Certificate, Risk Management
London Business School 2001 — 2002
MSc, Masters in Finance
Queen's University 1988 — 1993
BSc, Biology
Haseeb Syed Haseeb Syed's BMO Financial Group Experience August 2014 - Present
Job Sr. Project Manager at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group August 2014 - Present
RBC Capital Markets November 2010 - August 2014
Guidewire Software August 2010 - November 2010
BMO Financial Group June 2008 - August 2010
Munich Reinsurance Company of Canada November 2007 - April 2008
DealerTrack August 2007 - October 2007
Hudson's Bay Company January 2005 - June 2005
Z Center July 2000 - October 2004
Skills
Risk Management, Databases, Business Analysis, Requirements Gathering, SDLC, Business Requirements, Data Modeling, Oracle, Requirements Analysis, SSIS, Data Warehousing, Microsoft SQL Server, ETL, DB2, Systems Analysis, Agile Methodologies, Data Migration, Java Enterprise Edition, Vendor Management, Cognos, Business Process
Education
University of Ottawa 2005 — 2007
Masters, Electrical & Computer Engineering
Mangalore University 1994 — 1998
BEng, Computer Science & Engineering
BMO Financial Group August 2014 - Present
RBC Capital Markets November 2010 - August 2014
Guidewire Software August 2010 - November 2010
BMO Financial Group June 2008 - August 2010
Munich Reinsurance Company of Canada November 2007 - April 2008
DealerTrack August 2007 - October 2007
Hudson's Bay Company January 2005 - June 2005
Z Center July 2000 - October 2004
Skills
Risk Management, Databases, Business Analysis, Requirements Gathering, SDLC, Business Requirements, Data Modeling, Oracle, Requirements Analysis, SSIS, Data Warehousing, Microsoft SQL Server, ETL, DB2, Systems Analysis, Agile Methodologies, Data Migration, Java Enterprise Edition, Vendor Management, Cognos, Business Process
Education
University of Ottawa 2005 — 2007
Masters, Electrical & Computer Engineering
Mangalore University 1994 — 1998
BEng, Computer Science & Engineering
Ravi Adayapalam's BMO Financial Group Experience October 2007 - July 2015
Job Business Analyst/ Accountant/ Team Lead currently exploring new opportunities in training and development
Industry Professional Training & Coaching
Experience
BMO Financial Group October 2007 - July 2015
Bank of Montreal September 2005 - October 2007
BMO Nesbitt Burns 2001 - 2005
Skills
Learning Management, Blended Learning, Leadership Development, Change Management, Talent Identification..., Accounting and Finance, Reporting,...
Education
University of Toronto - Ontario Institute for Studies in Education 2010 — 2011
Certification in Adult Training, Workforce Development and Training
Madurai Kamaraj University
Master of Commerce (M.Com.), Accounting and Finance
University of Madras 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook Course & Derivatives Fundamentals Course
BMO Financial Group October 2007 - July 2015
Bank of Montreal September 2005 - October 2007
BMO Nesbitt Burns 2001 - 2005
Skills
Learning Management, Blended Learning, Leadership Development, Change Management, Talent Identification..., Accounting and Finance, Reporting,...
Education
University of Toronto - Ontario Institute for Studies in Education 2010 — 2011
Certification in Adult Training, Workforce Development and Training
Madurai Kamaraj University
Master of Commerce (M.Com.), Accounting and Finance
University of Madras 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook Course & Derivatives Fundamentals Course
Ashleigh Hutchinson's BMO Financial Group Experience February 2015 - Present
Job Universal Banker at BMO Harris Bank
Industry Banking
Experience
BMO Financial Group February 2015 - Present
BMO Harris Bank July 2013 - Present
Outback Steakhouse January 2010 - August 2013
BMO Harris Bank March 2012 - July 2013
Skills
Retail Banking, Consumer Lending, Team-oriented, People Skills, Learning Quickly, Dependable Team Player, Team Management, Communication, Customer Service, Highly Reliable, Credit Cards, Cash Management, Notary Public, NMLS, Customer Satisfaction, Teamwork, Sales, Leadership, Banking
Education
Madison Area Technical College 2009 — 2012
University of Wisconsin-Oshkosh 2008 — 2009
BMO Financial Group February 2015 - Present
BMO Harris Bank July 2013 - Present
Outback Steakhouse January 2010 - August 2013
BMO Harris Bank March 2012 - July 2013
Skills
Retail Banking, Consumer Lending, Team-oriented, People Skills, Learning Quickly, Dependable Team Player, Team Management, Communication, Customer Service, Highly Reliable, Credit Cards, Cash Management, Notary Public, NMLS, Customer Satisfaction, Teamwork, Sales, Leadership, Banking
Education
Madison Area Technical College 2009 — 2012
University of Wisconsin-Oshkosh 2008 — 2009
Phil Cutts Phil Cutts's BMO Financial Group Experience August 2015 - Present
Job Commercial Account Manager MidMarket at BMO Financial Group
Industry Banking
Experience
BMO Financial Group August 2015 - Present
Connect First Credit Union August 2014 - August 2015
Mountain View Credit Union August 2013 - August 2014
Moodys Analytics UK Ltd July 2011 - April 2012
Cutts Consultants Ltd 2010 - July 2011
Santander 2008 - 2009
Royal Bank of Scotland 2007 - 2008
Clydesdale Bank 2003 - 2007
Nationwide Building Society 2001 - 2003
ASC Finance For Business 1998 - 2003
Skills
Credit, Finance, Banking, Portfolio Management, Loans, Financial Risk, Commercial Banking, Change Management, Credit Risk, Leveraged Finance, Corporate Finance, Business Development, Management, Restructuring, Team Management, Risk Management, Relationship Management
Education
Leeds Metropolitan University 1993 — 1997
BA, Accounting & Finance
Hymers College 1986 — 1992
Bachelor of Arts (BA), Accounting and Finance
BMO Financial Group August 2015 - Present
Connect First Credit Union August 2014 - August 2015
Mountain View Credit Union August 2013 - August 2014
Moodys Analytics UK Ltd July 2011 - April 2012
Cutts Consultants Ltd 2010 - July 2011
Santander 2008 - 2009
Royal Bank of Scotland 2007 - 2008
Clydesdale Bank 2003 - 2007
Nationwide Building Society 2001 - 2003
ASC Finance For Business 1998 - 2003
Skills
Credit, Finance, Banking, Portfolio Management, Loans, Financial Risk, Commercial Banking, Change Management, Credit Risk, Leveraged Finance, Corporate Finance, Business Development, Management, Restructuring, Team Management, Risk Management, Relationship Management
Education
Leeds Metropolitan University 1993 — 1997
BA, Accounting & Finance
Hymers College 1986 — 1992
Bachelor of Arts (BA), Accounting and Finance
Christina Maurice Fazio's BMO Financial Group Experience March 2009 - August 2013
Job Business Development Manager at Home Trust Company | Prenatal and Young Family Fair Founding Partner | ABC Finances
Industry Financial Services
Experience
Home Trust Company August 2014 - Present
Prenatal and Young Family Centre August 2014 - Present
Prenatal and Young Family Fair January 2014 - Present
CST Consultants Inc. September 2013 - August 2014
BMO Financial Group March 2009 - August 2013
BMO Financial Group March 2005 - February 2009
Desjardins Asset Management June 2004 - August 2004
Skills
New Business Development, Relationship Management, Account Management, Sales, Strategic Planning, Project Management, Strategic Financial..., Sales Management, Deposits, Business Strategy, Entrepreneurship, Team Leadership, B2B, Mortgage Lending, Residential Mortgages, Financial Services, Loans, Investments, Refinance, Credit, Financial Analysis, Risk Management, Financial Advisory, Credit Analysis, Banking, Customer Service, Event Planning, Networking, Fundraising
Education
College de Medecine Osteopathique de Montreal 2004 — 2008
D.O., Osteopathic Medicine/Osteopathy
Marianopolis College 2002 — 2004
D.E.C, Business Administration
Rosemere
Home Trust Company August 2014 - Present
Prenatal and Young Family Centre August 2014 - Present
Prenatal and Young Family Fair January 2014 - Present
CST Consultants Inc. September 2013 - August 2014
BMO Financial Group March 2009 - August 2013
BMO Financial Group March 2005 - February 2009
Desjardins Asset Management June 2004 - August 2004
Skills
New Business Development, Relationship Management, Account Management, Sales, Strategic Planning, Project Management, Strategic Financial..., Sales Management, Deposits, Business Strategy, Entrepreneurship, Team Leadership, B2B, Mortgage Lending, Residential Mortgages, Financial Services, Loans, Investments, Refinance, Credit, Financial Analysis, Risk Management, Financial Advisory, Credit Analysis, Banking, Customer Service, Event Planning, Networking, Fundraising
Education
College de Medecine Osteopathique de Montreal 2004 — 2008
D.O., Osteopathic Medicine/Osteopathy
Marianopolis College 2002 — 2004
D.E.C, Business Administration
Rosemere
Nicholas Hanna's BMO Financial Group Experience April 2014 - July 2014
Job Investment Specialist BMO Wealth Management
Industry Banking
Experience
BMO Wealth Management - Canada July 2014 - Present
BMO Financial Group April 2014 - July 2014
BMO Financial Group December 2013 - April 2014
BMO Financial Group February 2013 - December 2013
McGill University Health Centre 2007 - 2008
Education
McGill University
B.Sc., Biochemistry, Pharmacology
BMO Wealth Management - Canada July 2014 - Present
BMO Financial Group April 2014 - July 2014
BMO Financial Group December 2013 - April 2014
BMO Financial Group February 2013 - December 2013
McGill University Health Centre 2007 - 2008
Education
McGill University
B.Sc., Biochemistry, Pharmacology
Amanda Lauder's BMO Financial Group Experience November 2011 - Present
Job Dedicated Corporate Client Services Call Centre Manager with Dynamic Team Building Skills
Industry Banking
Experience
BMO Financial Group November 2011 - Present
BMO Financial Group November 2008 - November 2011
BMO Financial Group November 2006 - November 2008
BMO Financial Group September 2001 - November 2006
BMO Financial Group April 1999 - September 2001
Skills
Banking, Management, Customer Service, Financial Analysis, Risk Management, Business Analysis, Project Management, Leadership, Credit, Personal Lending, Performance Management, Career Development, Networking, Call Centres, Quality Control, Customer Loyalty, Sales Management, Microsoft Office, Call Centers, Financial Services, Relationship Management, Retail Banking
Education
McGill University 2005 — 2009
Certificate in Management, Business Administration and Management, General
Champlain College, Saint-Lambert 2002 — 2004
Certificate, Business Administration
BMO Financial Group November 2011 - Present
BMO Financial Group November 2008 - November 2011
BMO Financial Group November 2006 - November 2008
BMO Financial Group September 2001 - November 2006
BMO Financial Group April 1999 - September 2001
Skills
Banking, Management, Customer Service, Financial Analysis, Risk Management, Business Analysis, Project Management, Leadership, Credit, Personal Lending, Performance Management, Career Development, Networking, Call Centres, Quality Control, Customer Loyalty, Sales Management, Microsoft Office, Call Centers, Financial Services, Relationship Management, Retail Banking
Education
McGill University 2005 — 2009
Certificate in Management, Business Administration and Management, General
Champlain College, Saint-Lambert 2002 — 2004
Certificate, Business Administration
Charlotte Pelletier's BMO Financial Group Experience July 2015 - September 2015
Job Student in Accounting at McGill University
Industry Accounting
Experience
BMO Financial Group July 2015 - September 2015
Bombardier Aerospace June 2014 - December 2014
Bombardier Aerospace June 2013 - September 2013
Effective Research Ltd April 2013 - May 2013
Collégial international Sainte-Anne January 2012 - May 2013
Bombardier Aerospace May 2012 - August 2012
Skills
Social Media, Microsoft Office, Analysis, Teamwork, Leadership, Team Leadership, Project Planning, Spanish
Education
McGill University 2013 — 2016
Bachelor, Commerce, Accounting
University of Economics, Prague 2015 — 2015
Management & Economics
Collégial International Sainte-Anne 2012 — 2013
Diplome D'études Collégiales, Administration Internationale
BMO Financial Group July 2015 - September 2015
Bombardier Aerospace June 2014 - December 2014
Bombardier Aerospace June 2013 - September 2013
Effective Research Ltd April 2013 - May 2013
Collégial international Sainte-Anne January 2012 - May 2013
Bombardier Aerospace May 2012 - August 2012
Skills
Social Media, Microsoft Office, Analysis, Teamwork, Leadership, Team Leadership, Project Planning, Spanish
Education
McGill University 2013 — 2016
Bachelor, Commerce, Accounting
University of Economics, Prague 2015 — 2015
Management & Economics
Collégial International Sainte-Anne 2012 — 2013
Diplome D'études Collégiales, Administration Internationale
Kathleen Gillis, MCPM, PMP 2005 Kathleen Gillis, MCPM, PMP 2005's BMO Financial Group Experience August 2013 - Present
Job Principal Consultant at KL Gillis
Industry Financial Services
Experience
BMO Financial Group August 2013 - Present
KL Gillis 2006 - Present
Sunlife October 2012 - June 2013
Standards Council of Canada January 2012 - January 2013
BMO Bank of Montreal June 2009 - September 2012
Bank of Montreal - Office of Strategic Management August 2011 - January 2012
KL Gillis October 2009 - November 2010
Bank of Montreal March 2004 - June 2009
KL Gillis November 2008 - January 2009
George Brown College September 2003 - December 2004
Skills
PMP, PMO, Project Management, Change Management, SDLC, Program Management, Process Improvement, Business Analysis, Requirements Gathering, Vendor Management, Project Delivery, IT Management, Business Process, Consulting, Public Speaking, Management, Cross-functional Team..., Critical Thinking, Integration, Requirements Analysis, Leadership, Standards Compliance, Risk Management, Governance, Strategy, Standards Development, Training, Adult Education, Project Portfolio..., Project Planning, Business Process..., Enterprise Architecture, Resource Management, Software Documentation, Software Project..., CRM, Software Development, Analysis, Business Intelligence, Testing, Stakeholder Management, Budgets, Technical Writing, Proposal Writing, IT Service Management, Facilitation, IT Strategy, Team Leadership, Strategic Planning, Mentoring
Education
McGill University 2009 — 2009
Desautel Executive Training - Strategic Planning and Execution
Bank of Montreal IFL 1997 — 2009
Level 3 PM, Project Management
Project Management Institute 2005 — 2005
PMP, Project Management
York University 2000 — 2002
Masters Certificate, Project Management
Various courses in human dynamics and profiling 1993 — 2000
C.Ht., Hypnotherapy, NLP, language related to cognition
Bates Project Management 1996 — 1996
Project Management
Niagara College 1983 — 1984
Program: Business and Computing, Business and Computing Applications
IIL
BMO Financial Group August 2013 - Present
KL Gillis 2006 - Present
Sunlife October 2012 - June 2013
Standards Council of Canada January 2012 - January 2013
BMO Bank of Montreal June 2009 - September 2012
Bank of Montreal - Office of Strategic Management August 2011 - January 2012
KL Gillis October 2009 - November 2010
Bank of Montreal March 2004 - June 2009
KL Gillis November 2008 - January 2009
George Brown College September 2003 - December 2004
Skills
PMP, PMO, Project Management, Change Management, SDLC, Program Management, Process Improvement, Business Analysis, Requirements Gathering, Vendor Management, Project Delivery, IT Management, Business Process, Consulting, Public Speaking, Management, Cross-functional Team..., Critical Thinking, Integration, Requirements Analysis, Leadership, Standards Compliance, Risk Management, Governance, Strategy, Standards Development, Training, Adult Education, Project Portfolio..., Project Planning, Business Process..., Enterprise Architecture, Resource Management, Software Documentation, Software Project..., CRM, Software Development, Analysis, Business Intelligence, Testing, Stakeholder Management, Budgets, Technical Writing, Proposal Writing, IT Service Management, Facilitation, IT Strategy, Team Leadership, Strategic Planning, Mentoring
Education
McGill University 2009 — 2009
Desautel Executive Training - Strategic Planning and Execution
Bank of Montreal IFL 1997 — 2009
Level 3 PM, Project Management
Project Management Institute 2005 — 2005
PMP, Project Management
York University 2000 — 2002
Masters Certificate, Project Management
Various courses in human dynamics and profiling 1993 — 2000
C.Ht., Hypnotherapy, NLP, language related to cognition
Bates Project Management 1996 — 1996
Project Management
Niagara College 1983 — 1984
Program: Business and Computing, Business and Computing Applications
IIL
Dan Audette Dan Audette's BMO Financial Group Experience September 2014 - Present
Job Product Manager at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2014 - Present
BMO Financial Group June 2011 - September 2014
BMO Financial Group August 2008 - June 2011
BMO Financial Group October 2002 - August 2008
Skills
Vendor Management, Business Analysis, Process Improvement, Credit Cards, Banking, Relationship Management, Financial Services, Requirements Gathering, Business Process..., Customer Experience, Analytics, Business Requirements, Retail Banking, Risk Management, Project Delivery, Project Portfolio..., Call Centers, Payments, Project Management, CRM, Portfolio Management, Management, SDLC, Analysis, Business Process, Change Management, Requirements Analysis, Strategy
Education
McGill University
Certificate, Project Management
Sheridan College
Ecole Secondaire Publique DeLaSalle
BMO Financial Group September 2014 - Present
BMO Financial Group June 2011 - September 2014
BMO Financial Group August 2008 - June 2011
BMO Financial Group October 2002 - August 2008
Skills
Vendor Management, Business Analysis, Process Improvement, Credit Cards, Banking, Relationship Management, Financial Services, Requirements Gathering, Business Process..., Customer Experience, Analytics, Business Requirements, Retail Banking, Risk Management, Project Delivery, Project Portfolio..., Call Centers, Payments, Project Management, CRM, Portfolio Management, Management, SDLC, Analysis, Business Process, Change Management, Requirements Analysis, Strategy
Education
McGill University
Certificate, Project Management
Sheridan College
Ecole Secondaire Publique DeLaSalle
Bryan Keane's BMO Financial Group Experience 2007 - Present
Job Director Global Fixed Income, Currencies & Commodities
Industry Financial Services
Experience
BMO Financial Group 2007 - Present
Skills
Trading, FX trading, Options, Market Making, Currency, Hedge Funds, Portfolio Management, Bloomberg, Financial Markets, Market Data, FX Options, Foreign Exchange, Fundamental Analysis, Electronic Trading, Trading Systems, Asset Management, Automated Trading, FX Hedging, Technical Analysis, ETFs
Education
Loyola University Chicago 1985 — 1992
BA Communication, Minor - Economics
BMO Financial Group 2007 - Present
Skills
Trading, FX trading, Options, Market Making, Currency, Hedge Funds, Portfolio Management, Bloomberg, Financial Markets, Market Data, FX Options, Foreign Exchange, Fundamental Analysis, Electronic Trading, Trading Systems, Asset Management, Automated Trading, FX Hedging, Technical Analysis, ETFs
Education
Loyola University Chicago 1985 — 1992
BA Communication, Minor - Economics
Bowen Zhao MSc.'s BMO Financial Group Experience May 2015 - June 2015
Job Financial Service Representative II at CIBC
Industry Financial Services
Experience
CIBC June 2015 - Present
BMO Financial Group May 2015 - June 2015
TD June 2014 - August 2014
People's Insurance Company of China January 2012 - February 2012
TorchStar Electronic Agency July 2011 - August 2011
People's Insurance Company of China January 2010 - February 2010
Skills
SPSS, Matlab, Customer Service, Analysis, Microsoft Excel, Bloomberg, C language, Financial Planning
Education
Université du Québec à Montréal 2013 — 2015
Master's degree, Applied finance
Liaoning University 2009 — 2013
Bachelor's degree, finance, insurance, 86.7/100
CIBC June 2015 - Present
BMO Financial Group May 2015 - June 2015
TD June 2014 - August 2014
People's Insurance Company of China January 2012 - February 2012
TorchStar Electronic Agency July 2011 - August 2011
People's Insurance Company of China January 2010 - February 2010
Skills
SPSS, Matlab, Customer Service, Analysis, Microsoft Excel, Bloomberg, C language, Financial Planning
Education
Université du Québec à Montréal 2013 — 2015
Master's degree, Applied finance
Liaoning University 2009 — 2013
Bachelor's degree, finance, insurance, 86.7/100
Leyla Samiee's BMO Financial Group Experience May 2014 - Present
Job Director & Lead Technology Officer Enterprise Master Data Engineering
Industry Information Technology and Services
Experience
BMO Financial Group May 2014 - Present
FundSERV Inc. December 2011 - December 2013
Afilias March 2006 - December 2011
Frucall (formerly Millenigence) September 2005 - March 2006
Syndesis ltd March 2000 - August 2005
CIBC September 1997 - March 2000
Pegah Computer April 1994 - August 1997
Skills
Software Development, Agile Methodologies, SOA, Unix, SDLC, SQL, Database Design, Software Project..., Databases, XML, Java, Linux, Shell Scripting, Strategy, Project Management, Scrum, Perl, Java Enterprise Edition, Requirements Analysis, Management, Leadership, Unix Shell Scripting, Team Leadership, Integration, MySQL, UML, Enterprise Architecture, Tomcat, Team Management, Business Intelligence, Solution Architecture, IT Strategy, Business Strategy, Predictive Modeling, IT Management, Change Management, Information Technology..., Project Planning, Cross-functional Team..., Business Process, Product Optimization, Strategic Planning, Program Management, Business Analysis, EAI, TOGAF, Cloud Computing, Cloud Applications, Enterprise Software, ITIL
Education
Massachusetts Institute of Technology 2012 — 2014
Professional Education, Tackling the Challenges of Big Data, 100%
Azad University of Tehran 1990 — 1994
B.S, Software Engineering
Tehran Institute of Technology 1988 — 1990
Bachelor's degree, Mathematics and Statistics
BMO Financial Group May 2014 - Present
FundSERV Inc. December 2011 - December 2013
Afilias March 2006 - December 2011
Frucall (formerly Millenigence) September 2005 - March 2006
Syndesis ltd March 2000 - August 2005
CIBC September 1997 - March 2000
Pegah Computer April 1994 - August 1997
Skills
Software Development, Agile Methodologies, SOA, Unix, SDLC, SQL, Database Design, Software Project..., Databases, XML, Java, Linux, Shell Scripting, Strategy, Project Management, Scrum, Perl, Java Enterprise Edition, Requirements Analysis, Management, Leadership, Unix Shell Scripting, Team Leadership, Integration, MySQL, UML, Enterprise Architecture, Tomcat, Team Management, Business Intelligence, Solution Architecture, IT Strategy, Business Strategy, Predictive Modeling, IT Management, Change Management, Information Technology..., Project Planning, Cross-functional Team..., Business Process, Product Optimization, Strategic Planning, Program Management, Business Analysis, EAI, TOGAF, Cloud Computing, Cloud Applications, Enterprise Software, ITIL
Education
Massachusetts Institute of Technology 2012 — 2014
Professional Education, Tackling the Challenges of Big Data, 100%
Azad University of Tehran 1990 — 1994
B.S, Software Engineering
Tehran Institute of Technology 1988 — 1990
Bachelor's degree, Mathematics and Statistics
Ria Dowd Ria Dowd's BMO Financial Group Experience June 2015 - Present
Job Information Technology
Industry Information Technology and Services
Experience
BMO Financial Group June 2015 - Present
Private Family March 2007 - March 2015
Nanny Connections March 2007 - March 2015
Skills
Event Planning, Childcare, Customer Service, Time Management, Management, Fundraising, Microsoft Office, Public Speaking, Social Media, Microsoft Excel, Training, Project Management, Marketing, Strategic Planning, Leadership, PowerPoint, Teamwork, Social Networking, Event Management, Community Outreach, Team Building, CPR Certified, Critical Thinking, Child Development, Microsoft Word, Project Planning, Conflict Resolution, Teaching
Education
University of Wisconsin Colleges 2014 — 2017
Bachelor's degree, Computer and Information Sciences, General
Northeast Wisconsin Technical College 2008 — 2011
Early Childhood Education and Teaching
Madison Area Technical College 2002 — 2004
General Studies
BMO Financial Group June 2015 - Present
Private Family March 2007 - March 2015
Nanny Connections March 2007 - March 2015
Skills
Event Planning, Childcare, Customer Service, Time Management, Management, Fundraising, Microsoft Office, Public Speaking, Social Media, Microsoft Excel, Training, Project Management, Marketing, Strategic Planning, Leadership, PowerPoint, Teamwork, Social Networking, Event Management, Community Outreach, Team Building, CPR Certified, Critical Thinking, Child Development, Microsoft Word, Project Planning, Conflict Resolution, Teaching
Education
University of Wisconsin Colleges 2014 — 2017
Bachelor's degree, Computer and Information Sciences, General
Northeast Wisconsin Technical College 2008 — 2011
Early Childhood Education and Teaching
Madison Area Technical College 2002 — 2004
General Studies
David Boulerice David Boulerice's BMO Financial Group Experience January 2015 - Present
Job Sales Associate Treasury & Payment Solutions at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group January 2015 - Present
BMO Financial Group July 2012 - January 2015
BMO Financial Group January 2010 - July 2012
BMO Financial Group November 2004 - January 2010
BMO Financial Group November 1996 - November 2004
Skills
Project Management, Payments, Cash Management, Leadership, Relationship Management, Identifying Sales..., Identifying Client Needs, Business Analysis, Requirements Analysis, Requirements Gathering, Risk Management, Business Requirements, Operational Risk, Project Delivery, Change Management, Internet Banking, Wire Transfers, Electronic Funds..., Electronic Payments, Commercial Banking, Corporate Card, Credit Cards, Customer Service, Customer Retention, Onboarding, Web Conferences, Client Training, Employee Training, Contact Centers, Banking, Financial Services, Management
Education
McGill University
Project Management
Cegep Édouard-Montpetit 1993 — 1995
College Diploma, Human Science
BMO Financial Group January 2015 - Present
BMO Financial Group July 2012 - January 2015
BMO Financial Group January 2010 - July 2012
BMO Financial Group November 2004 - January 2010
BMO Financial Group November 1996 - November 2004
Skills
Project Management, Payments, Cash Management, Leadership, Relationship Management, Identifying Sales..., Identifying Client Needs, Business Analysis, Requirements Analysis, Requirements Gathering, Risk Management, Business Requirements, Operational Risk, Project Delivery, Change Management, Internet Banking, Wire Transfers, Electronic Funds..., Electronic Payments, Commercial Banking, Corporate Card, Credit Cards, Customer Service, Customer Retention, Onboarding, Web Conferences, Client Training, Employee Training, Contact Centers, Banking, Financial Services, Management
Education
McGill University
Project Management
Cegep Édouard-Montpetit 1993 — 1995
College Diploma, Human Science
Peter J Smiley Peter J Smiley's BMO Financial Group Experience June 2014 - August 2014
Job Attorney
Industry Legal Services
Experience
Wisconsin Court of Appeals August 2014 - December 2014
BMO Financial Group June 2014 - August 2014
Skills
Legal Writing, Litigation, Intellectual Property, Legal Assistance, Torts, Mergers & Acquisitions, Patents, Research, Tax, Environmental Law, Interviews, Legal Research, Westlaw, LexisNexis, Estate Planning, Business Valuation, Equity Research, Financial Analysis, Portfolio Management, Options Strategies, Financial Accounting, Bloomberg, Tax Accounting, Cost Accounting
Education
Marquette University Law School 2000 — 2015
Doctor of Law (J.D.), Focused in business and IP litigation and transactions
University of Wisconsin-Milwaukee 2005 — 2010
Bachelor of Arts (B.A.), Finance and Financial Management Services, with a strong focus in Accounting
Wisconsin Court of Appeals August 2014 - December 2014
BMO Financial Group June 2014 - August 2014
Skills
Legal Writing, Litigation, Intellectual Property, Legal Assistance, Torts, Mergers & Acquisitions, Patents, Research, Tax, Environmental Law, Interviews, Legal Research, Westlaw, LexisNexis, Estate Planning, Business Valuation, Equity Research, Financial Analysis, Portfolio Management, Options Strategies, Financial Accounting, Bloomberg, Tax Accounting, Cost Accounting
Education
Marquette University Law School 2000 — 2015
Doctor of Law (J.D.), Focused in business and IP litigation and transactions
University of Wisconsin-Milwaukee 2005 — 2010
Bachelor of Arts (B.A.), Finance and Financial Management Services, with a strong focus in Accounting
Brian Olenuk Brian Olenuk's BMO Financial Group Experience March 2014 - Present
Job Project Manager at TD
Industry Information Technology and Services
Experience
BMO Financial Group March 2014 - Present
TD November 2012 - November 2013
BMO Nesbitt Burns October 2011 - April 2012
Scotia Capital January 2011 - June 2011
RBC Royal Bank January 2010 - February 2011
Royal Bank of Canada January 2008 - May 2009
Royal Bank of Canada - Capital Markets 2004 - 2007
Office of the Superintendent of Financial Institutions - Canada January 2004 - September 2004
Cutter Associates April 2003 - October 2003
First Asset Advisory Services March 2002 - September 2002
Skills
SDLC, Risk Management, Business Intelligence, PMO, ITIL, Project Management, Basel II, Business Process, Project Planning, Requirements Gathering, Quality Assurance, Business Analysis, Requirements Analysis, PMP, Software Project..., Banking, Program Management, IT Management, Capital Markets, Cross-functional Team..., Management, Strategy, Testing, Team Leadership, Leadership
Education
London Business School, U. of London 1981 — 1983
MBA
University of Waterloo 1974 — 1979
Hon. BMath, Computer Science
BMO Financial Group March 2014 - Present
TD November 2012 - November 2013
BMO Nesbitt Burns October 2011 - April 2012
Scotia Capital January 2011 - June 2011
RBC Royal Bank January 2010 - February 2011
Royal Bank of Canada January 2008 - May 2009
Royal Bank of Canada - Capital Markets 2004 - 2007
Office of the Superintendent of Financial Institutions - Canada January 2004 - September 2004
Cutter Associates April 2003 - October 2003
First Asset Advisory Services March 2002 - September 2002
Skills
SDLC, Risk Management, Business Intelligence, PMO, ITIL, Project Management, Basel II, Business Process, Project Planning, Requirements Gathering, Quality Assurance, Business Analysis, Requirements Analysis, PMP, Software Project..., Banking, Program Management, IT Management, Capital Markets, Cross-functional Team..., Management, Strategy, Testing, Team Leadership, Leadership
Education
London Business School, U. of London 1981 — 1983
MBA
University of Waterloo 1974 — 1979
Hon. BMath, Computer Science
Tom Michelotti Tom Michelotti's BMO Financial Group Experience December 2013 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
BMO Financial Group December 2013 - Present
Z Marc LLC June 2006 - December 2013
The Hartford 2004 - 2006
Skills
Securities and..., Wealth Management, Equities, Estate Planning, Mutual Funds, Retirement Planning, Investments, Portfolio Management, Insurance, Strategic Financial..., Risk Management, Fixed Annuities, Loans, Fixed Income, Series 7, Series 63, Financial Advisory, Securities, Retirement, Financial Services, Asset Allocation, Investment Advisory, Asset Management
Education
Loyola University of Chicago--Rome, Italy
Marquette University
Bachelor's degree, Psychology, Business Admin.
BMO Financial Group December 2013 - Present
Z Marc LLC June 2006 - December 2013
The Hartford 2004 - 2006
Skills
Securities and..., Wealth Management, Equities, Estate Planning, Mutual Funds, Retirement Planning, Investments, Portfolio Management, Insurance, Strategic Financial..., Risk Management, Fixed Annuities, Loans, Fixed Income, Series 7, Series 63, Financial Advisory, Securities, Retirement, Financial Services, Asset Allocation, Investment Advisory, Asset Management
Education
Loyola University of Chicago--Rome, Italy
Marquette University
Bachelor's degree, Psychology, Business Admin.
Alyson Murphy Alyson Murphy's BMO Financial Group Experience May 2011 - August 2011
Job Brand Manager RB
Industry Consumer Goods
Experience
RB September 2014 - Present
Reckitt Benckiser April 2013 - August 2014
Reckitt Benckiser September 2012 - April 2013
Reckitt Benckiser July 2012 - September 2012
Management Undergraduate Society of McGill University April 2011 - April 2012
BMO Financial Group May 2011 - August 2011
McGill University Centre for Continuing Education September 2010 - April 2011
BMO Nesbitt Burns April 2010 - August 2010
BBW International January 2009 - April 2010
Bank of Montreal May 2009 - August 2009
Skills
Event Management, PowerPoint, French, Customer Service, Excel, Microsoft Excel, Social Media, Research, Marketing Communications, Marketing, Market Research, Marketing Strategy, Management, Strategy, Project Management, Strategic Planning, Business Development
Education
McGill University 2008 — 2012
BCom, Marketing, Strategy
Dr. G.W. Williams Secondary School 2004 — 2008
High School Diploma
RB September 2014 - Present
Reckitt Benckiser April 2013 - August 2014
Reckitt Benckiser September 2012 - April 2013
Reckitt Benckiser July 2012 - September 2012
Management Undergraduate Society of McGill University April 2011 - April 2012
BMO Financial Group May 2011 - August 2011
McGill University Centre for Continuing Education September 2010 - April 2011
BMO Nesbitt Burns April 2010 - August 2010
BBW International January 2009 - April 2010
Bank of Montreal May 2009 - August 2009
Skills
Event Management, PowerPoint, French, Customer Service, Excel, Microsoft Excel, Social Media, Research, Marketing Communications, Marketing, Market Research, Marketing Strategy, Management, Strategy, Project Management, Strategic Planning, Business Development
Education
McGill University 2008 — 2012
BCom, Marketing, Strategy
Dr. G.W. Williams Secondary School 2004 — 2008
High School Diploma
Kevin Bills Kevin Bills's BMO Financial Group Experience September 2014 - January 2015
Job Field Service Support at BMO Financial Group
Industry Mental Health Care
Experience
BMO Financial Group September 2014 - January 2015
Community Counseling Centers of Chicago July 2011 - January 2014
CNA Insurance 1998 - 2009
Skills
Microsoft Office, Outlook, Training, Access, Data Entry, Customer Service, Stress Management, Microsoft Excel, Nonprofits, PowerPoint, Conflict Resolution, Research, Data Analysis, Public Speaking, Microsoft Word, Time Management
Education
MicroTrain Technologies 2014 — 2014
Network +, A +, ITIL (in progress)
Robert Morris College 2010 — 2013
Master's Degree, Management Information Systems, General
Lewis University 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
BMO Financial Group September 2014 - January 2015
Community Counseling Centers of Chicago July 2011 - January 2014
CNA Insurance 1998 - 2009
Skills
Microsoft Office, Outlook, Training, Access, Data Entry, Customer Service, Stress Management, Microsoft Excel, Nonprofits, PowerPoint, Conflict Resolution, Research, Data Analysis, Public Speaking, Microsoft Word, Time Management
Education
MicroTrain Technologies 2014 — 2014
Network +, A +, ITIL (in progress)
Robert Morris College 2010 — 2013
Master's Degree, Management Information Systems, General
Lewis University 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Karine Ishkhanova Karine Ishkhanova's BMO Financial Group Experience January 2014 - Present
Job Senior Integration Specialist at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group January 2014 - Present
Telesur Inc. / Secure Communications December 2012 - December 2013
Private Investment Fund January 2012 - February 2013
School-Day Solutions Inc. March 2009 - September 2012
Lean Industries Inc. April 2008 - May 2009
MDS Pharma Services April 2006 - May 2008
www.QFormula.com February 1997 - March 2008
Altcode Systems Inc. March 2000 - April 2006
Concord Software, PriceWaterhouse Coopers. August 1998 - March 2000
Skills
Web Services, SOA, Object Oriented Modeling, Java Enterprise Edition, Financial Systems, Automation, Oracle, Software Development, Integration, Databases
Education
The Institute For Computer Studies 1998 — 1998
Graduated with Honours, Software Development
Moscow State University 1983 — 1990
PhD, Business and Economics
BMO Financial Group January 2014 - Present
Telesur Inc. / Secure Communications December 2012 - December 2013
Private Investment Fund January 2012 - February 2013
School-Day Solutions Inc. March 2009 - September 2012
Lean Industries Inc. April 2008 - May 2009
MDS Pharma Services April 2006 - May 2008
www.QFormula.com February 1997 - March 2008
Altcode Systems Inc. March 2000 - April 2006
Concord Software, PriceWaterhouse Coopers. August 1998 - March 2000
Skills
Web Services, SOA, Object Oriented Modeling, Java Enterprise Edition, Financial Systems, Automation, Oracle, Software Development, Integration, Databases
Education
The Institute For Computer Studies 1998 — 1998
Graduated with Honours, Software Development
Moscow State University 1983 — 1990
PhD, Business and Economics
Yahya Saad, PMP's BMO Financial Group Experience June 2014 - Present
Job Senior Project Manager / Solutions Architect
Industry Computer Software
Experience
BMO Financial Group June 2014 - Present
Comtech Group October 2011 - June 2014
Dar Al Handasah February 2007 - September 2011
Dar Al-Handasah May 2002 - January 2007
Carpet Coop January 2002 - April 2002
Skills
ASP.NET, SQL Server, VB.NET, Visual Basic, WCF, SSRS, SSIS, ASP, Access, C#, SharePoint, .NET, IIS, Visual Studio, MS Project, Visio, XML, Web Services, JavaScript, SQL, T-SQL, Crystal Reports, VBScript, HTML, MOSS 2007, Databases, Web Development, ADO.NET, Application Development, PMP, Architecture, jQuery, Programming, Windows, Microsoft CRM, Business Intelligence, UML, Project Planning, WSS 3.0, Software Project..., AJAX, Consultancy, Software Design, SOA, SOAP, Aconex, Ecosys, Web Applications, Oracle Primavera..., Oracle Primavera P6...
Education
LAU 1996 — 2000
B.Sc., Business Computer and Finance
Saint Mary's Orthodox College Beirut 1994 — 1996
High School, High School Diploma
BMO Financial Group June 2014 - Present
Comtech Group October 2011 - June 2014
Dar Al Handasah February 2007 - September 2011
Dar Al-Handasah May 2002 - January 2007
Carpet Coop January 2002 - April 2002
Skills
ASP.NET, SQL Server, VB.NET, Visual Basic, WCF, SSRS, SSIS, ASP, Access, C#, SharePoint, .NET, IIS, Visual Studio, MS Project, Visio, XML, Web Services, JavaScript, SQL, T-SQL, Crystal Reports, VBScript, HTML, MOSS 2007, Databases, Web Development, ADO.NET, Application Development, PMP, Architecture, jQuery, Programming, Windows, Microsoft CRM, Business Intelligence, UML, Project Planning, WSS 3.0, Software Project..., AJAX, Consultancy, Software Design, SOA, SOAP, Aconex, Ecosys, Web Applications, Oracle Primavera..., Oracle Primavera P6...
Education
LAU 1996 — 2000
B.Sc., Business Computer and Finance
Saint Mary's Orthodox College Beirut 1994 — 1996
High School, High School Diploma
Christopher Osborne's BMO Financial Group Experience December 2013 - November 2014
Job Vice President, Head of Supervision at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2014 - Present
BMO Financial Group December 2013 - November 2014
Ameriprise Financial Services, Inc. September 2009 - November 2013
Ameriprise Financial Services, Inc. February 2007 - September 2009
Ameriprise Financial Services, Inc. August 2005 - February 2007
Ameriprise Financial Services, Inc. August 2004 - August 2005
Ameriprise Financial Services, Inc. January 2003 - August 2004
State of Oregon May 2002 - September 2002
Wells Fargo Advisors May 1999 - September 2001
Skills
FINRA, Series 24, Securities, Financial Services, Series 7, Uniform Combined State..., Fixed Annuities, Series 65, Retirement, Series 63, Insurance, Legal Compliance, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 9/10, Variable Annuities, Regulatory Affairs, Financial Regulation, Mutual Funds, Investment Advisory, FINRA Arbitrator, Fixed Income, Leadership, Securities Regulation, REIT
Education
Willamette University College of Law 2001 — 2002
Liberty University
Bachelor of Science (B.S.)
Thrivent Financial November 2014 - Present
BMO Financial Group December 2013 - November 2014
Ameriprise Financial Services, Inc. September 2009 - November 2013
Ameriprise Financial Services, Inc. February 2007 - September 2009
Ameriprise Financial Services, Inc. August 2005 - February 2007
Ameriprise Financial Services, Inc. August 2004 - August 2005
Ameriprise Financial Services, Inc. January 2003 - August 2004
State of Oregon May 2002 - September 2002
Wells Fargo Advisors May 1999 - September 2001
Skills
FINRA, Series 24, Securities, Financial Services, Series 7, Uniform Combined State..., Fixed Annuities, Series 65, Retirement, Series 63, Insurance, Legal Compliance, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 9/10, Variable Annuities, Regulatory Affairs, Financial Regulation, Mutual Funds, Investment Advisory, FINRA Arbitrator, Fixed Income, Leadership, Securities Regulation, REIT
Education
Willamette University College of Law 2001 — 2002
Liberty University
Bachelor of Science (B.S.)
Grant Sanger's BMO Financial Group Experience August 2010 - Present
Job FrontEnd Web Developer at BMO Financial Group
Industry Internet
Experience
BMO Financial Group August 2010 - Present
Freelance April 2005 - Present
OfficialCommunity February 2007 - June 2010
Self-employed April 2005 - February 2007
Jam Van Inc 2005 - 2006
Skills
Wordpress, CSS, User Experience, XHTML, Web Design, HTML, Photoshop, Graphic Design, PHP, Photography, Image Manipulation, Blogging, Portrait Photography, jQuery, HTML 5, User Interface Design, JavaScript, WordPress, Accessibility, Front-end
Education
Sheridan College 2003 — 2005
Diploma, Applied Photography
Loyalist College 2001 — 2003
Diploma, Photojournalism
BMO Financial Group August 2010 - Present
Freelance April 2005 - Present
OfficialCommunity February 2007 - June 2010
Self-employed April 2005 - February 2007
Jam Van Inc 2005 - 2006
Skills
Wordpress, CSS, User Experience, XHTML, Web Design, HTML, Photoshop, Graphic Design, PHP, Photography, Image Manipulation, Blogging, Portrait Photography, jQuery, HTML 5, User Interface Design, JavaScript, WordPress, Accessibility, Front-end
Education
Sheridan College 2003 — 2005
Diploma, Applied Photography
Loyalist College 2001 — 2003
Diploma, Photojournalism
Marina Tytchina's BMO Financial Group Experience September 2013 - September 2014
Job Project Manager at TD
Industry Financial Services
Experience
TD November 2014 - Present
BMO Financial Group September 2013 - September 2014
TD Securities May 2008 - June 2013
CIBC 2004 - 2007
Skills
Basel II, Risk Management, Financial Risk, Capital Markets, Credit Risk, Market Risk, Financial Services, Business Analysis, Trading Systems, Banking, Portfolio Management, Derivatives, Project Management, SDLC, Enterprise Risk..., Requirements Analysis, Credit, Options, Facilitations, Financial Modeling, Project Planning, FX Options, Project Coordination, Operational Risk, Fixed Income, Financial Markets
Education
Lomonosov Moscow State University (MSU) 1993 — 1999
TD November 2014 - Present
BMO Financial Group September 2013 - September 2014
TD Securities May 2008 - June 2013
CIBC 2004 - 2007
Skills
Basel II, Risk Management, Financial Risk, Capital Markets, Credit Risk, Market Risk, Financial Services, Business Analysis, Trading Systems, Banking, Portfolio Management, Derivatives, Project Management, SDLC, Enterprise Risk..., Requirements Analysis, Credit, Options, Facilitations, Financial Modeling, Project Planning, FX Options, Project Coordination, Operational Risk, Fixed Income, Financial Markets
Education
Lomonosov Moscow State University (MSU) 1993 — 1999
Derek Bauer's BMO Financial Group Experience June 2014 - Present
Job Senior Technology Officer at BMO Financial Group
Industry Computer Software
Experience
BMO Financial Group June 2014 - Present
BMO Financial Group May 2013 - June 2014
BMO Financial Group October 2005 - May 2013
BMO Capital Markets 2005 - 2012
Beta Systems March 2000 - October 2005
Metavante June 1997 - February 1999
Skills
Capital Markets, Banking, Treasury Management, Business Analysis, Vendor Management, Risk Management, Portfolio Management, Relationship Management, Requirements Gathering, SDLC, Derivatives, Financial Services, Fixed Income, Financial Risk, Asset Management, IT Strategy
Education
Marquette University 2004 — 2009
Master of Business Administration (MBA)
University of Wisconsin-Stevens Point 1992 — 1997
BS, Computer Information Systems
Port Washington High School 1989 — 1992
BMO Financial Group June 2014 - Present
BMO Financial Group May 2013 - June 2014
BMO Financial Group October 2005 - May 2013
BMO Capital Markets 2005 - 2012
Beta Systems March 2000 - October 2005
Metavante June 1997 - February 1999
Skills
Capital Markets, Banking, Treasury Management, Business Analysis, Vendor Management, Risk Management, Portfolio Management, Relationship Management, Requirements Gathering, SDLC, Derivatives, Financial Services, Fixed Income, Financial Risk, Asset Management, IT Strategy
Education
Marquette University 2004 — 2009
Master of Business Administration (MBA)
University of Wisconsin-Stevens Point 1992 — 1997
BS, Computer Information Systems
Port Washington High School 1989 — 1992
Betsey Chung's BMO Financial Group Experience July 2014 - Present
Job Chief Marketing Officer, BMO Financial Group, Canadian Banking and BMO Wealth Management
Industry Financial Services
Experience
BMO Financial Group July 2014 - Present
BMO Financial Group January 2011 - July 2014
Aviva Canada 2010 - 2011
American Express 2002 - 2010
KPMG 1995 - 2002
PwC 1994 - 1995
Skills
Strategy, Financial Services, Business Development, Product Management, Wealth Management, Leadership, Management, Analytics, Marketing, Digital Marketing, Marketing Strategy, Business Strategy
Education
London Business School 2001 — 2003
MBA, Marketing, Strategy
University of Toronto 1990 — 1994
Bachelor's Degree, B. Comm, Graduated with Distinction
BMO Financial Group July 2014 - Present
BMO Financial Group January 2011 - July 2014
Aviva Canada 2010 - 2011
American Express 2002 - 2010
KPMG 1995 - 2002
PwC 1994 - 1995
Skills
Strategy, Financial Services, Business Development, Product Management, Wealth Management, Leadership, Management, Analytics, Marketing, Digital Marketing, Marketing Strategy, Business Strategy
Education
London Business School 2001 — 2003
MBA, Marketing, Strategy
University of Toronto 1990 — 1994
Bachelor's Degree, B. Comm, Graduated with Distinction
Shari Neeley's BMO Financial Group Experience April 2014 - Present
Job Legal, Corporate and Compliance Group at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group April 2014 - Present
FDIC August 2012 - April 2014
FDIC April 2010 - August 2012
John Clare Ltd. January 2001 - April 2010
Detroit Economic Growth Corporation 1999 - 2000
The Landon Companies 1997 - 1999
Skills
Banking, Financial Analysis, Credit, Loans, Real Estate, Finance, Strategic Planning, Asset Managment, Leadership, Organizational..., Analysis, New Business Development, Corporate Finance, Due Diligence, Portfolio Management, Management, Risk Management, Forecasting, Budgets, Strategy, Accounting, Investments, Financial Modeling, Financial Reporting, Credit Analysis, Managerial Finance, Mergers & Acquisitions, Auditing, Mortgage Lending, Asset Management, Commercial Lending, Financial Risk, Valuation, Strategic Financial..., Executive Management
Education
Lewis University
Master of Business Administration (MBA), Finance/Organization Development
Oblong High School
BMO Financial Group April 2014 - Present
FDIC August 2012 - April 2014
FDIC April 2010 - August 2012
John Clare Ltd. January 2001 - April 2010
Detroit Economic Growth Corporation 1999 - 2000
The Landon Companies 1997 - 1999
Skills
Banking, Financial Analysis, Credit, Loans, Real Estate, Finance, Strategic Planning, Asset Managment, Leadership, Organizational..., Analysis, New Business Development, Corporate Finance, Due Diligence, Portfolio Management, Management, Risk Management, Forecasting, Budgets, Strategy, Accounting, Investments, Financial Modeling, Financial Reporting, Credit Analysis, Managerial Finance, Mergers & Acquisitions, Auditing, Mortgage Lending, Asset Management, Commercial Lending, Financial Risk, Valuation, Strategic Financial..., Executive Management
Education
Lewis University
Master of Business Administration (MBA), Finance/Organization Development
Oblong High School
Bert Wu's BMO Financial Group Experience 2014 - Present
Job Senior Technology Officer, T&O Corporate at BMO
Industry Banking
Experience
BMO Financial Group 2014 - Present
BMO December 2011 - July 2014
Bank of Montreal May 2010 - December 2011
Complete Integration Solutions, Inc. November 2008 - July 2010
Loblaw Companies Limited 2010 - 2010
Circle Solutions, Inc. January 2001 - November 2008
Skills
Data Warehousing, Project Planning, SharePoint, Databases, Business Intelligence, SDLC, Business Analysis, Process Improvement, Banking, Microsoft Office, Analytics, Business Objects, Project Management, SSRS, Microsoft SQL Server, Enterprise Architecture
Education
Marshall University 1999 — 2001
M.S., Information Systems
Marshall University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
BMO Financial Group 2014 - Present
BMO December 2011 - July 2014
Bank of Montreal May 2010 - December 2011
Complete Integration Solutions, Inc. November 2008 - July 2010
Loblaw Companies Limited 2010 - 2010
Circle Solutions, Inc. January 2001 - November 2008
Skills
Data Warehousing, Project Planning, SharePoint, Databases, Business Intelligence, SDLC, Business Analysis, Process Improvement, Banking, Microsoft Office, Analytics, Business Objects, Project Management, SSRS, Microsoft SQL Server, Enterprise Architecture
Education
Marshall University 1999 — 2001
M.S., Information Systems
Marshall University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Lawrence Mitchell's BMO Financial Group Experience 2012 - 2014
Job Global Financial Services and Technology Executive
Industry Financial Services
Experience
Armanta, Inc. 2014 - 2015
Winton Group LLC 2003 - 2015
Winton Group LLC 2003 - 2015
BMO Financial Group 2012 - 2014
Numerix 2010 - 2011
Misys Banking Systems 2008 - 2010
HSBC 2007 - 2008
ABN AMRO Bank N.V. 2004 - 2006
Progress Software 2004 - 2004
The Citco Group of Companies 2001 - 2003
Skills
Trading Systems, Derivatives, Capital Markets, Fixed Income, Risk Management, Hedge Funds, Financial Markets, Business Analysis, Foreign Exchange, Enterprise Data..., Program Management, Strategic Planning, High Performance Teams, Commercial Banking, M&A Integration, Regulatory AML/KYC..., Counterparty, Market,..., Commercial Lending, Asset Management..., Analytical Problem...
Education
Lehigh University
Bachelor's Degree, Economics, Information Systems
Armanta, Inc. 2014 - 2015
Winton Group LLC 2003 - 2015
Winton Group LLC 2003 - 2015
BMO Financial Group 2012 - 2014
Numerix 2010 - 2011
Misys Banking Systems 2008 - 2010
HSBC 2007 - 2008
ABN AMRO Bank N.V. 2004 - 2006
Progress Software 2004 - 2004
The Citco Group of Companies 2001 - 2003
Skills
Trading Systems, Derivatives, Capital Markets, Fixed Income, Risk Management, Hedge Funds, Financial Markets, Business Analysis, Foreign Exchange, Enterprise Data..., Program Management, Strategic Planning, High Performance Teams, Commercial Banking, M&A Integration, Regulatory AML/KYC..., Counterparty, Market,..., Commercial Lending, Asset Management..., Analytical Problem...
Education
Lehigh University
Bachelor's Degree, Economics, Information Systems
Mark Sebald's BMO Financial Group Experience July 2009 - Present
Job Sr. Application Developer at BMO Financial Group
Industry Computer Software
Experience
BMO Financial Group July 2009 - Present
QuadTech April 2002 - January 2009
Fastek July 2001 - March 2002
RedPrairie July 1995 - May 2001
Invensys September 1982 - July 1995
Skills
Visual Studio, .NET, C#, XML, Microsoft SQL Server, Object Oriented Design, SQL, Java, Oracle, C++, TFS, C, Windows, User Experience, OOP, Software Engineering, Software, ASP.NET, Web Services, Software Development
Education
Waukesha County Technical College 1998 — 1999
ATC, Object Orientated Programming
University of Illinois at Chicago 1986 — 1991
MSEE/CS, Electrical Engineering, Computer Science
Marquette University 1977 — 1982
BSEE, Electrical Engineering
BMO Financial Group July 2009 - Present
QuadTech April 2002 - January 2009
Fastek July 2001 - March 2002
RedPrairie July 1995 - May 2001
Invensys September 1982 - July 1995
Skills
Visual Studio, .NET, C#, XML, Microsoft SQL Server, Object Oriented Design, SQL, Java, Oracle, C++, TFS, C, Windows, User Experience, OOP, Software Engineering, Software, ASP.NET, Web Services, Software Development
Education
Waukesha County Technical College 1998 — 1999
ATC, Object Orientated Programming
University of Illinois at Chicago 1986 — 1991
MSEE/CS, Electrical Engineering, Computer Science
Marquette University 1977 — 1982
BSEE, Electrical Engineering
Danielle Chernich, MBA's BMO Financial Group Experience September 2011 - November 2012
Job Senior Financial Analyst at QuadMed
Industry Hospital & Health Care
Experience
QuadMed LLC January 2015 - Present
BMO Harris Bank October 2012 - December 2014
BMO Financial Group September 2011 - November 2012
M&I Bank May 2008 - September 2011
Skills
Fund Accounting, Financial Analysis, Qualified Retirement..., Accounting, Analysis, Correspondent Banking, Credit Risk, Loans, Finance, Credit, Valuation, Access, Mutual Funds, Financial Statements, Management, Banking, Financial Risk, Microsoft Office, Portfolio Management, Risk Management, Credit Analysis, Commercial Banking, Financial Services, Financial Reporting, Underwriting, Corporate Finance, Commercial Lending
Education
Marquette University 2009 — 2011
Master's, Business Administration (MBA)
Marquette University 2004 — 2008
Bachelor, Finance
QuadMed LLC January 2015 - Present
BMO Harris Bank October 2012 - December 2014
BMO Financial Group September 2011 - November 2012
M&I Bank May 2008 - September 2011
Skills
Fund Accounting, Financial Analysis, Qualified Retirement..., Accounting, Analysis, Correspondent Banking, Credit Risk, Loans, Finance, Credit, Valuation, Access, Mutual Funds, Financial Statements, Management, Banking, Financial Risk, Microsoft Office, Portfolio Management, Risk Management, Credit Analysis, Commercial Banking, Financial Services, Financial Reporting, Underwriting, Corporate Finance, Commercial Lending
Education
Marquette University 2009 — 2011
Master's, Business Administration (MBA)
Marquette University 2004 — 2008
Bachelor, Finance
Robert Coverick's BMO Financial Group Experience January 2010 - Present
Job Managing Director at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group January 2010 - Present
Citi September 2004 - Present
American Express 1983 - 2002
Skills
Banking, Portfolio Management, Strategic Partnerships, Strategy, Strategic Planning, Credit, Risk Management, Vendor Management, Product Management, Investments, Business Planning
Education
Lewis University 1974 — 1978
BS, Business Administration
BMO Financial Group January 2010 - Present
Citi September 2004 - Present
American Express 1983 - 2002
Skills
Banking, Portfolio Management, Strategic Partnerships, Strategy, Strategic Planning, Credit, Risk Management, Vendor Management, Product Management, Investments, Business Planning
Education
Lewis University 1974 — 1978
BS, Business Administration
Sonya Reed's BMO Financial Group Experience 2008 - 2010
Job Attorney at Jenner & Block
Industry Law Practice
Experience
Jenner & Block 2010 - Present
BMO Financial Group 2008 - 2010
M & M, P.C. 2007 - 2008
Highland Community Bank April 2006 - December 2006
Sonya McCoy - Private Practice 2005 - 2006
The John D. and Catherine T. MacArthur Foundation April 2005 - July 2005
Skills
Legal Research, Bankruptcy, Real Estate, Contract dispute..., Zoning, Probate, Legal Writing, Dispute Resolution, Litigation, Civil Litigation, Trials, Commercial Litigation, Appeals, Courts, Product Liability, Corporate Law, Arbitration
Education
Loyola University of Chicago
Bachelor of Business Administration
Roosevelt University, Chicago, Illinois
Lawyers Assistant Program
Roosevelt University
Masters in Public Administration
The John Marshall Law School
Juris Doctor
Jenner & Block 2010 - Present
BMO Financial Group 2008 - 2010
M & M, P.C. 2007 - 2008
Highland Community Bank April 2006 - December 2006
Sonya McCoy - Private Practice 2005 - 2006
The John D. and Catherine T. MacArthur Foundation April 2005 - July 2005
Skills
Legal Research, Bankruptcy, Real Estate, Contract dispute..., Zoning, Probate, Legal Writing, Dispute Resolution, Litigation, Civil Litigation, Trials, Commercial Litigation, Appeals, Courts, Product Liability, Corporate Law, Arbitration
Education
Loyola University of Chicago
Bachelor of Business Administration
Roosevelt University, Chicago, Illinois
Lawyers Assistant Program
Roosevelt University
Masters in Public Administration
The John Marshall Law School
Juris Doctor
Corinne Ho , CPA, CA's BMO Financial Group Experience 2000 - 2004
Job Senior Director, Financial Reporting & Operational Controls
Industry Financial Services
Experience
Healthcare of Ontario Pension Plan (HOOPP) January 2012 - Present
Macquarie North America Ltd. July 2010 - December 2011
TD Bank 2008 - July 2010
TD Securities Inc. 2007 - 2008
ICAO - School of Accountancy 2007 - 2008
RBC Royal Bank January 2006 - February 2007
RBC Royal Bank June 2005 - December 2005
BMO Financial Group 2000 - 2004
Humber College 2001 - 2002
EQAO August 1999 - December 2000
Skills
SOX, Instrument 52-109, Financial Audits, Financial Reporting, Budgets & Forecasts, Financial Operational..., Operational Risk..., External Audit, Financial Analysis, Enterprise Risk..., Training, Quality Assurance Review, Dodd-Frank, Basel II, Policy Writing
Education
McGill University
Graduate Diploma in Public Accountancy
University of Alberta
BA, Economics
Healthcare of Ontario Pension Plan (HOOPP) January 2012 - Present
Macquarie North America Ltd. July 2010 - December 2011
TD Bank 2008 - July 2010
TD Securities Inc. 2007 - 2008
ICAO - School of Accountancy 2007 - 2008
RBC Royal Bank January 2006 - February 2007
RBC Royal Bank June 2005 - December 2005
BMO Financial Group 2000 - 2004
Humber College 2001 - 2002
EQAO August 1999 - December 2000
Skills
SOX, Instrument 52-109, Financial Audits, Financial Reporting, Budgets & Forecasts, Financial Operational..., Operational Risk..., External Audit, Financial Analysis, Enterprise Risk..., Training, Quality Assurance Review, Dodd-Frank, Basel II, Policy Writing
Education
McGill University
Graduate Diploma in Public Accountancy
University of Alberta
BA, Economics
Siwei Liu's BMO Financial Group Experience May 2014 - Present
Job Relationship Manager/Investment Advisor
Industry Investment Management
Experience
BMO Financial Group May 2014 - Present
HSBC Bank of Canada July 2011 - May 2014
HSBC Bank Canada June 2010 - July 2011
McGill University May 2006 - April 2010
Marianopolis College January 2008 - May 2008
Skills
Microsoft Excel, Customer Service, Goal Oriented, Teamwork, Mandarin, Leadership, Customer Retention, Wealth Management, PowerPoint, Finance, Learning Quickly, Efficiency, Strategic Planning, Easily Adaptable, Organized Multi-tasker, Communication, Motivation, Knowledge Sharing, Sales, Highly dedicated, Banking
Education
CSI 2011 — 2011
Investment Funds in Canada Certification IFC
McGill University 2008 — 2011
Bachelor of Commerce, Marketing and Accounting
Marianopolis College 2006 — 2008
DEC, Commerce Program
Villa Maria 2001 — 2006
High School
BMO Financial Group May 2014 - Present
HSBC Bank of Canada July 2011 - May 2014
HSBC Bank Canada June 2010 - July 2011
McGill University May 2006 - April 2010
Marianopolis College January 2008 - May 2008
Skills
Microsoft Excel, Customer Service, Goal Oriented, Teamwork, Mandarin, Leadership, Customer Retention, Wealth Management, PowerPoint, Finance, Learning Quickly, Efficiency, Strategic Planning, Easily Adaptable, Organized Multi-tasker, Communication, Motivation, Knowledge Sharing, Sales, Highly dedicated, Banking
Education
CSI 2011 — 2011
Investment Funds in Canada Certification IFC
McGill University 2008 — 2011
Bachelor of Commerce, Marketing and Accounting
Marianopolis College 2006 — 2008
DEC, Commerce Program
Villa Maria 2001 — 2006
High School
Chantal Cyr's BMO Financial Group Experience 1997 - 2006
Job Directrice Développement des Affaires Caisse de Rosemont La Petite Patrie
Industry Financial Services
Experience
Fédération des Caisses Populaires Desjardins July 2015 - Present
Desjardins Caisse Rosemont la Petite Patrie December 2013 - July 2015
Desjardins January 2011 - December 2013
Caisse d'Économie des Employés de la STM April 2008 - May 2010
BMO Financial Group 1997 - 2006
Skills
Coaching, Banking, Investments, Finance
Education
Université du Québec - Télé-université 2012 — 2014
Certificat, Gestion des ressources humaines / administration du personnel, général
Institut Canadien des Valeurs Mobilières 1994 — 1994
CCVM, Cours sur le commerce des valeurs mobilières au Canada
1990 — 1991
administration
Fédération des Caisses Populaires Desjardins July 2015 - Present
Desjardins Caisse Rosemont la Petite Patrie December 2013 - July 2015
Desjardins January 2011 - December 2013
Caisse d'Économie des Employés de la STM April 2008 - May 2010
BMO Financial Group 1997 - 2006
Skills
Coaching, Banking, Investments, Finance
Education
Université du Québec - Télé-université 2012 — 2014
Certificat, Gestion des ressources humaines / administration du personnel, général
Institut Canadien des Valeurs Mobilières 1994 — 1994
CCVM, Cours sur le commerce des valeurs mobilières au Canada
1990 — 1991
administration
Harvinder Chahal's BMO Financial Group Experience January 2009 - April 2010
Job Financial Reporting Analyst at Manulife Financial
Industry Financial Services
Experience
Manulife Financial December 2014 - Present
RBC November 2012 - November 2013
B2B Bank October 2011 - March 2012
Red Rose Convention Centre April 2004 - December 2011
BMO Capital Markets March 2011 - June 2011
BMO Financial Group January 2009 - April 2010
iQor August 2007 - December 2007
Skills
Financial Analysis, Investments, Equities, Banking, Analysis, Corporate Finance, Credit, Data Analysis, Portfolio Management, Financial Risk, Strategic Financial..., Mutual Funds, Microsoft Excel, Team Leadership, VBA, Accounting, Derivatives, Access, Bloomberg
Education
Laurentian University/Université Laurentienne 2003 — 2007
Honours B.A., Economics
Manulife Financial December 2014 - Present
RBC November 2012 - November 2013
B2B Bank October 2011 - March 2012
Red Rose Convention Centre April 2004 - December 2011
BMO Capital Markets March 2011 - June 2011
BMO Financial Group January 2009 - April 2010
iQor August 2007 - December 2007
Skills
Financial Analysis, Investments, Equities, Banking, Analysis, Corporate Finance, Credit, Data Analysis, Portfolio Management, Financial Risk, Strategic Financial..., Mutual Funds, Microsoft Excel, Team Leadership, VBA, Accounting, Derivatives, Access, Bloomberg
Education
Laurentian University/Université Laurentienne 2003 — 2007
Honours B.A., Economics
Sitaram Prasad Vemuri, PMP's BMO Financial Group Experience October 2014 - Present
Job IT Project Manager at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group October 2014 - Present
RBC April 2010 - October 2014
Citi 2007 - 2010
Tata Consultancy Services 2005 - 2010
Bank of America Merrill Lynch 2005 - 2007
Skills
Software Project..., SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Oracle, DB2, PMP, PL/SQL, Quality Center, Vendor Management, Agile Methodologies, PMO, IT Strategy, Business Process, Project Portfolio...
Education
Madurai Kamaraj University
Master of Computer Applications (MCA)
BMO Financial Group October 2014 - Present
RBC April 2010 - October 2014
Citi 2007 - 2010
Tata Consultancy Services 2005 - 2010
Bank of America Merrill Lynch 2005 - 2007
Skills
Software Project..., SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Oracle, DB2, PMP, PL/SQL, Quality Center, Vendor Management, Agile Methodologies, PMO, IT Strategy, Business Process, Project Portfolio...
Education
Madurai Kamaraj University
Master of Computer Applications (MCA)
Lianne Chen's BMO Financial Group Experience June 2013 - Present
Job Manager, Property Administration at BMO Financial Group
Industry Real Estate
Experience
BMO Financial Group June 2013 - Present
BMO Financial Group October 2012 - May 2013
CREIT Management L.P. 2010 - September 2012
CBRE 2008 - 2009
Oxford Properties Group 2006 - 2008
Tel-e-technologies 2005 - 2006
Skills
Variance Analysis, Lease Administration, Fixed Assets, Property Tax, Financial Analysis, Financial Reporting, JD Edwards, Internal Audit, Consolidation, Financial Accounting, General Ledger, Property, Accounts Receivable, Account Reconciliation, Due Diligence, Leases
Education
Laurentian University/Université Laurentienne 2010 — 2012
MBA
CGA Certified General Accountant
Designated 2008
York University
BAS, Accounting
BMO Financial Group June 2013 - Present
BMO Financial Group October 2012 - May 2013
CREIT Management L.P. 2010 - September 2012
CBRE 2008 - 2009
Oxford Properties Group 2006 - 2008
Tel-e-technologies 2005 - 2006
Skills
Variance Analysis, Lease Administration, Fixed Assets, Property Tax, Financial Analysis, Financial Reporting, JD Edwards, Internal Audit, Consolidation, Financial Accounting, General Ledger, Property, Accounts Receivable, Account Reconciliation, Due Diligence, Leases
Education
Laurentian University/Université Laurentienne 2010 — 2012
MBA
CGA Certified General Accountant
Designated 2008
York University
BAS, Accounting
Bessie Lu's BMO Financial Group Experience 2005 - December 2006
Job Independent Business Consultant
Industry Information Technology and Services
Experience
Independent August 2011 - Present
RBC September 2010 - July 2011
Bell January 2007 - August 2010
BMO Financial Group 2005 - December 2006
CGI May 2002 - April 2005
Skills
Requirements Analysis, Analysis, Business Analysis, Testing, Documentation, Business Requirements, Banking, Business Process, Vendor, SDLC, Visio, Software Documentation, Requirements Gathering
Education
McGill University
Independent August 2011 - Present
RBC September 2010 - July 2011
Bell January 2007 - August 2010
BMO Financial Group 2005 - December 2006
CGI May 2002 - April 2005
Skills
Requirements Analysis, Analysis, Business Analysis, Testing, Documentation, Business Requirements, Banking, Business Process, Vendor, SDLC, Visio, Software Documentation, Requirements Gathering
Education
McGill University
Joe Shilliday's BMO Financial Group Experience 1999 - 2001
Job Broker Relationship Manager at Scotiabank
Industry Banking
Experience
Scotiabank December 2014 - Present
Scotiabank December 2009 - December 2014
Genworth Financial Canada January 2006 - November 2009
ING DIRECT Canada November 2001 - December 2005
BMO Financial Group 1999 - 2001
Skills
Residential Mortgages, Mortgage Lending, Sales, Refinance, Credit, Loans, Banking, Mortgage Banking, Credit Analysis, Finance, Retail Banking, Relationship Management, Investments, Business Development
Education
Laurentian University/Université Laurentienne 1992 — 1995
Bachelor of Arts - Economics
Scotiabank December 2014 - Present
Scotiabank December 2009 - December 2014
Genworth Financial Canada January 2006 - November 2009
ING DIRECT Canada November 2001 - December 2005
BMO Financial Group 1999 - 2001
Skills
Residential Mortgages, Mortgage Lending, Sales, Refinance, Credit, Loans, Banking, Mortgage Banking, Credit Analysis, Finance, Retail Banking, Relationship Management, Investments, Business Development
Education
Laurentian University/Université Laurentienne 1992 — 1995
Bachelor of Arts - Economics
Carrie Qin, CPA, CA's BMO Financial Group Experience June 2013 - December 2014
Job Manager Accounting, Ontario Portfolio Office at The Cadillac Fairview Corporation Limited
Industry Accounting
Experience
The Cadillac Fairview Corporation Limited January 2015 - Present
BMO Financial Group June 2013 - December 2014
PwC September 2008 - May 2013
Education
McGill University 2009 — 2010
Graduate Diploma, Public Accountancy
McGill University 2005 — 2008
BCom, Accounting
The Cadillac Fairview Corporation Limited January 2015 - Present
BMO Financial Group June 2013 - December 2014
PwC September 2008 - May 2013
Education
McGill University 2009 — 2010
Graduate Diploma, Public Accountancy
McGill University 2005 — 2008
BCom, Accounting
Sally Koehn's BMO Financial Group Experience January 2011 - June 2012
Job Disability Underwriter Specialist at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual January 2015 - Present
Associated Bank June 2012 - January 2015
BMO Financial Group January 2011 - June 2012
M&I Bank October 2000 - January 2012
Skills
Credit
Education
Marquette University
Bachelor of Business Administration (BBA), Accounting
Northwestern Mutual January 2015 - Present
Associated Bank June 2012 - January 2015
BMO Financial Group January 2011 - June 2012
M&I Bank October 2000 - January 2012
Skills
Credit
Education
Marquette University
Bachelor of Business Administration (BBA), Accounting
Jason Wendt's BMO Financial Group Experience July 2007 - Present
Job Accountant/Financial Analyst II at BMO Financial Group
Industry Banking
Experience
BMO Financial Group July 2007 - Present
Marshall & Ilsley Trust Company May 2005 - July 2007
Skills
Microsoft Office, Lotus Notes, Hyperion, Trust Desk, Financial Accounting, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Budget Analysis, Budget Development, Cash Management, Project Implementation, Project Planning
Education
UW-Milwaukee 2006 — 2010
Master of Business Administration (MBA)
Luther College 2001 — 2005
BS, Accounting
BMO Financial Group July 2007 - Present
Marshall & Ilsley Trust Company May 2005 - July 2007
Skills
Microsoft Office, Lotus Notes, Hyperion, Trust Desk, Financial Accounting, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Budget Analysis, Budget Development, Cash Management, Project Implementation, Project Planning
Education
UW-Milwaukee 2006 — 2010
Master of Business Administration (MBA)
Luther College 2001 — 2005
BS, Accounting
Amelia Leone's BMO Financial Group Experience 2012 - Present
Job Senior Service Representative at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 2012 - Present
BMO Financial Group 2012 - Present
Bmo Capital Market July 2008 - January 2012
BMO Capital Market March 2002 - July 2008
Skills
Foreign Exchange, Back Office, FX Options, Branch Banking, Written & Verbal...
Education
Université de Montréal 1992 — 1994
Certificate in Law
McGill University 1980 — 1985
Bachelor of Arts (BA), European History
BMO Capital Markets January 2012 - Present
BMO Financial Group 2012 - Present
Bmo Capital Market July 2008 - January 2012
BMO Capital Market March 2002 - July 2008
Skills
Foreign Exchange, Back Office, FX Options, Branch Banking, Written & Verbal...
Education
Université de Montréal 1992 — 1994
Certificate in Law
McGill University 1980 — 1985
Bachelor of Arts (BA), European History
Tim Palm's BMO Financial Group Experience February 2010 - Present
Job Special Assets Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group February 2010 - Present
Education
Martin Luther College 1996 — 2000
Bachelor of Arts (B.A.), Theology/Theological Studies
BMO Financial Group February 2010 - Present
Education
Martin Luther College 1996 — 2000
Bachelor of Arts (B.A.), Theology/Theological Studies
Kirandeep Mann's BMO Financial Group Experience October 2013 - Present
Job Customer Service Representative at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group October 2013 - Present
Canadian Red Cross September 2013 - Present
Bloomaroom August 2011 - September 2012
The Perfume Shoppe August 2010 - August 2012
Skills
Teaching, Research, Workshop Facilitation, Public Speaking, Customer Experience, Accounting, Banking, Quality Assurance, Nonprofits, Sales Management, Time Management, Coaching, Leadership, Training, Microsoft Office, Teamwork, Customer Service, PowerPoint, Microsoft Word
Education
University of Calgary 2015 — 2016
MacEwan University 2012 — 2014
Accounting and Strategic Measurement
BMO Financial Group October 2013 - Present
Canadian Red Cross September 2013 - Present
Bloomaroom August 2011 - September 2012
The Perfume Shoppe August 2010 - August 2012
Skills
Teaching, Research, Workshop Facilitation, Public Speaking, Customer Experience, Accounting, Banking, Quality Assurance, Nonprofits, Sales Management, Time Management, Coaching, Leadership, Training, Microsoft Office, Teamwork, Customer Service, PowerPoint, Microsoft Word
Education
University of Calgary 2015 — 2016
MacEwan University 2012 — 2014
Accounting and Strategic Measurement
Daniel Yamasaki's BMO Financial Group Experience September 2013 - Present
Job Commercial Credit Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2013 - Present
BMO Financial Group June 2012 - September 2013
BMO Financial Group June 2010 - June 2012
BMO Financial Group September 2007 - June 2010
Skills
Credit, Loans, Finance, Portfolio Management, Mortgage Lending, Commercial Banking, Banking
Education
The University of Calgary
BA
Langara College
BMO Financial Group September 2013 - Present
BMO Financial Group June 2012 - September 2013
BMO Financial Group June 2010 - June 2012
BMO Financial Group September 2007 - June 2010
Skills
Credit, Loans, Finance, Portfolio Management, Mortgage Lending, Commercial Banking, Banking
Education
The University of Calgary
BA
Langara College
Richard Villareal's BMO Financial Group Experience July 2014 - Present
Job Finance and Banking Professional
Industry Banking
Experience
BMO Financial Group July 2014 - Present
U.S. Bank September 2010 - July 2014
Skills
Loans, AML, Banking, Credit, Commercial Banking
Education
University of Notre Dame - Mendoza College of Business
Master of Science (M.S.), Finance
Loyola University Chicago
Bachelor of Science
BMO Financial Group July 2014 - Present
U.S. Bank September 2010 - July 2014
Skills
Loans, AML, Banking, Credit, Commercial Banking
Education
University of Notre Dame - Mendoza College of Business
Master of Science (M.S.), Finance
Loyola University Chicago
Bachelor of Science
CIBC
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon
Banco Popular de Puerto Rico