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
RBC September 2013 - Present
BMO Financial Group 2009 - 2013
BMO Financial Group 1998 - 2009
Skills
Banking, Business Analysis, Software Project..., Programming, Requirements Analysis, Change Management, Team Leadership, Systems Analysis, Vendor Management, TSO, Integration, Databases, SQL
Education
McGill University 1968 — 1972
Bachelor of Science, Mathematics and Computer Science
RBC October 2014 - Present
BMO Financial Group March 2014 - October 2014
RBC April 2013 - February 2014
Recruiting-biz December 2012 - April 2013
RBC February 2012 - November 2012
Bank of Montreal February 2011 - January 2012
IBM Canada Ltd August 2010 - November 2010
Bank of Montreal January 2008 - June 2010
AON Consulting July 2007 - September 2007
Ford Motor Company April 2007 - June 2007
Skills
Project Management, Business Process..., Business Analysis, Management, Project Planning, Program Management, Requirements Analysis, Vendor Management, IT Strategy, Business Strategy, Team Management, Project Portfolio..., User Acceptance Testing, Forecasting, Business Process, Analysis, Consulting, SDLC, Software Project..., PMP, PMO, Coaching, Recruiting, Strategy, Outsourcing, CRM, Integration, Software Documentation, Risk Management, Enterprise Software, Project Delivery, Governance, Requirements Gathering, Resource Management
Education
McMaster University 1988 — 1993
BA, Political Science & Economics
BMO Financial Group May 2015 - Present
Deloitte June 2005 - May 2015
Skills
IFRS, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Reporting, Auditing, External Audit, Enterprise Risk..., Policy, IT Audit, Analysis, Financial Analysis, Management, Risk Management, Project Management, Finance
Education
McGill University
Bachelor of Science, Environmental Science
York University September 2014 - Present
McMaster University October 2014 - October 2014
McMaster University May 2014 - August 2014
McMaster University September 2013 - April 2014
McMaster University September 2013 - April 2014
McMaster April 2013 - August 2013
BMO Financial Group May 2011 - 2013
McMaster University September 2012 - December 2012
McMaster University September 2012 - December 2012
McMaster University May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Neuroscience Research, Electroencephalography..., Social Psychology..., iMovie, Synaesthesia Research, Motion Perception..., Visual Development..., Persuasive Presentation..., Communication Skills, Presentation Design, Written & Oral..., Course Designing, Mentoring, Banking, Peer Mentoring, Project Manager..., Phone Etiquette, Phone Banking, Neuroscience
Education
York University 2014 — 2016
Masters of Science, Kinesiology and Health Science
York University 2014 — 2016
Neuroscience Diploma
McMaster University 2010 — 2014
Bachelor of Science (Honours), Psychology, Neuroscience and Behaviour
Oakville April 2011 - Present
Belyea Brothers September 2010 - March 2011
Canadian National Exhibition July 2010 - September 2010
Region of Halton June 2008 - June 2010
Board of Governors of Exhibition Place November 2001 - April 2008
BMO Financial Group July 2001 - October 2001
City of Toronto September 1975 - June 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Strategic Planning, Customer Service, Windows, Budgets, Outlook, Negotiation, Teaching, Public Speaking, Project Management, Team Building
Education
The University of Western Ontario 1973 — 1975
Master of Business Administration (MBA), Finance and Financial Management Services
McGill University 1966 — 1971
B.Eng, Metallurgical Engineering
HSBC March 2014 - Present
HSBC September 2013 - March 2014
BMO Financial Group June 2012 - September 2013
China Construction Bank (Asia) Corporation Ltd. April 2011 - August 2011
China Telecom System Integration Co. Ltd June 2010 - August 2010
China Harbin Television Media Inc. April 2010 - June 2010
Skills
English, French, Mandarin, Cantonese, Microsoft Excel, Microsoft Office, Adobe Design Programs, Japanese, HTML, PowerPoint, Analytics, Teamwork
Education
McGill University 2010 — 2013
Bachelor's degree, Accounting and Finance
BMO Financial Group June 2015 - Present
BMO May 2012 - June 2015
BMO March 2010 - May 2012
McKinsey & Company October 2006 - August 2009
CIBC August 2005 - July 2006
Schlumberger February 2000 - January 2004
Skills
Financial Services, Energy, Private Equity, Mergers, Capital Markets, Business Strategy, Business Transformation, Risk Management, Business Development, Strategy, Financial Modeling, Mergers & Acquisitions, Management, Fixed Income, Management Consulting, Strategic Planning, Corporate Finance, Finance
Education
Queen's University 2004 — 2005
MBA, Finance, Strategy
McGill University 1995 — 1999
BENG, Electrical Engineering
Constant Contact August 2015 - Present
Association of Strategic Alliance Professionals May 2014 - Present
Moneris Solutions October 2011 - August 2015
Moneris Solutions 2010 - September 2011
Moneris Solutions 2009 - 2010
Moneris Solutions 2003 - 2009
Moneris Solutions 2001 - 2003
Moneris Solutions 2000 - 2001
BMO Financial Group 1998 - 2000
Skills
Strategic Partnerships, Strategy, Payment Card Processing, Payments, E-commerce, Merchant Services, Account Management, Electronic Payments, Mobile Payments, Leadership, Credit Cards, Acquiring, Sales, Sales Operations, Debit Cards, Business Analysis, Relationship Management, Management, RFP, New Business Development, Contract Negotiation, B2B, Selling, Negotiation, Marketing, Consultative Selling, Payment Processing, Credit Card Processing, Strategy Development, Channel Account..., SaaS, Business Development, Financial Services, CRM
Education
McGill University 2012 — 2012
Executive Development Course, MiniMBA Certification
Ryerson University
Bachelor of Commerce
BMO Financial Group September 2014 - Present
BMO November 2011 - Present
BMO November 2010 - October 2011
Bank of Montreal December 2009 - October 2010
Bank of Montreal May 2005 - December 2009
Bank of Montreal October 2003 - April 2005
Bank of Montreal January 2002 - September 2003
Sears Canada April 1993 - May 2003
Bank of Montreal March 2002 - December 2002
Skills
Risk Management, Financial Services, Sales, Customer Service, Credit, Banking, Mortgage Lending, Mutual Funds, Commercial Banking, Investments, Retail Banking, Credit Analysis, Loans, Relationship Management, Credit Risk, Commercial Lending, Consumer Lending, Finance, Residential Mortgages, Small Business Lending, Cross Selling, Business Development, Financial Risk, Lines Of Credit, Portfolio Management, Retirement Planning, Strategic Financial...
Education
Concordia University 1997 — 2001
McGill University 1998 — 1999
O'Sullivan College 1993 — 1997
BMO Financial Group 2015 - Present
Patterson Mair Hamilton July 2007 - September 2010
Education
University of London
Master of Laws (LLM)
McGill University
Bachelor of Science (B.Sc.)
Norman Manley Law School
Certificate of Legal Education
University of the West Indies
Bachelor of Laws (LLB)
CIVA Solutions Ressources Humaines inc. January 2010 - Present
Robert Half Finance & Accounting December 2008 - May 2009
Manulife Financial March 2008 - November 2008
BMO Financial Group March 2005 - March 2007
BMO Financial Group October 2003 - March 2005
BMO Financial Group November 1999 - October 2003
BMO Financial Group January 1999 - November 1999
BMO Financial Group March 1997 - January 1999
BMO Financial Group March 1992 - March 1997
Skills
Recruiting, Human Resources, Career Counseling, Career Development, Career Development..., Contract Recruitment, Internet Recruiting, Customer Satisfaction, Motivational..., Behavioral Interviewing, Management, Operations Management, Team Leadership, Organized Multi-tasker, Sociability, Ressources humaines, Recrutement
Education
McGill University
Business Administration and Management, General
LoyaltyOne September 2010 - 2012
BMO Financial Group 2007 - 2010
BMO Financial Group 2005 - 2007
The Courtney Group (Public Relations Agency) 2000 - 2002
Skills
Financial Services, Loyalty Marketing, Social Media, Marketing Communications, Brand Management, Public Relations, Corporate Communications, Strategy, B2B, Marketing Management, Digital Marketing, Loyalty Programs, Marketing, CRM, Crisis Communications, Media Relations, Strategic Communications, Business Development, Strategic Planning, Leadership, Market Planning, Management, Integrated Marketing, Direct Marketing, Publicity, Digital Strategy, Business Strategy, Internal Communications, Communications Planning
Education
McMaster University 1989 — 1993
Honours BA, Philosophy
Unionville Highschool
BMO Financial Group March 2015 - Present
BMO Financial Group November 2013 - March 2015
BMO Financial Group October 2012 - November 2013
BMO Financial Group April 2012 - October 2012
BMO Financial Group July 2011 - April 2012
BMO Financial Group December 2008 - July 2011
BMO Financial Group August 1999 - December 2008
Ernst & Young Management Consultants April 1996 - July 1999
Skills
Strategy, Business Process..., Financial Services, Relationship Management, Wealth Management
Education
McMaster University
Bachelor of Science (BS), Biochemistry
McMaster University
Master of Business Administration (MBA), Health Services Management
BMO Financial Group April 2013 - Present
Aver Media LP April 2012 - April 2013
Torys LLP September 2010 - April 2012
Torys LLP May 2008 - June 2010
Osgoode Hall Law School May 2006 - August 2006
Skills
Securities Regulation, Corporate Law, Contract Negotiation, Asset Based Lending, Securitization, Project Management, Securities Offerings, Project Finance, Trademarks, Corporate Finance, Entertainment Law, Management, Copyright Law, Restructuring, Legal Advice, Private Placements, Securities, Cross-border..., Corporate Governance, Venture Capital, Research, Mergers & Acquisitions, Investments, Licensing, Bankruptcy, Due Diligence, Legal Research, Acquisitions, Privacy Law, Capital Markets, Private Equity, Joint Ventures
Education
York University - Osgoode Hall Law School 2005 — 2009
JD/MBA, Law and Business
York University - Schulich School of Business 2005 — 2009
MBA, Business Administration
The University of Hong Kong 2008 — 2008
McGill University 2001 — 2005
B.A., International Development and Art History
Rogers Communications June 2015 - Present
Rogers Communications October 2014 - Present
Katz Group Canada Ltd. / Rexall Pharma Plus January 2013 - October 2014
BMO Financial Group 2010 - 2013
TAKE-A-HIKE Tours 2005 - 2010
Deloitte & Touche LLP 2008 - 2009
BMO Financial Group 2003 - 2006
Skills
Change Management, Process Engineering, Stakeholder Relations, Workforce Management, Business Process..., Business Process..., Project Management, Workshop Facilitation
Education
York University - Schulich School of Business 2006 — 2008
IMBA, Finance, Strategy
McGill University 1997 — 2002
Bachelor of Science, Anatomy and Cell Biology
Ariva Distribution Inc, a Domtar Business April 2012 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada June 2008 - April 2012
BMO Financial Group January 2008 - June 2008
Bank of Montreal August 2006 - January 2008
Bank of Montreal June 2001 - January 2006
Skills
Hotel Reservations, Hotel Site Selection, Computer Literate, Flight Planning, Language Skills, Armenian, French, Fluent English, Expense Management, Organizing Meetings, Event Planning, Union Environment, Telephone Skills, First Aid, SAP, Budget, Reports, Hotels, English, Language Development, Budgets, PowerPoint, Microsoft Excel, Time Management, Outlook, Administrative..., Lotus Notes, Organization, Event Management, Work Under Minimal..., Multi Tasking, Microsoft Word, Volunteering, Charity Work, Employee Recognition, Award Ceremonies, Stationery, Customer Satisfaction, Microsoft Office, Sales, Sales Management, Union, Social Media, Customer Service, Online Advertising, Management, Hotel Booking
Education
McGill University 2003 — 2006
Dietetics and Human Nutrition
Vanier College 1999 — 2002
DEC, Health Sciences
Ecole Armenienne Sourp hagop 1994 — 1999
DES, Science
BMO Financial Group April 2010 - Present
The Coca-Cola Company March 2002 - April 2010
GE Power Systems 1996 - 2002
Education
McGill University
CPP Investment Board October 2014 - Present
TMX Equicom February 2013 - October 2014
BioFinance Canada March 2011 - December 2013
TMX Equicom January 2011 - February 2013
BMO Financial Group September 2010 - January 2011
Skills
Media Relations, Corporate Communications, Social Media, Public Relations, Strategic Communications, Event Management, Investor Relations, Marketing Communications, Press Releases, Research, Internal Communications, Event Planning, Communications Planning, Speech Writing, Editing, Project Management, Online Marketing, Strategic Planning, Marketing Strategy, Advertising, Public Speaking, Social Media Marketing, Management, Crisis Communications, Newsletters, Copy Editing, Corporate Branding
Education
Seneca College of Applied Arts and Technology 2010 — 2010
Corporate Communications graduate certificate
McGill University 2004 — 2008
BA, Anthropology, Political Science, Women Studies
Canadian Investor Relations Institute (CIRI) 2011 — 2011
2011 Essentials of Investor Relations
BMO Financial Group May 2015 - Present
BMO Capital Markets June 2014 - April 2015
McMaster Economics Society March 2014 - April 2015
McMaster University March 2014 - May 2014
McMaster University September 2013 - April 2014
Rogers Communications May 2013 - August 2013
WIND Mobile January 2013 - April 2013
McMaster University September 2011 - September 2012
Education
Project Management Institute 2015 — 2015
Certified Associate in Project Management (CAPM)
McMaster University 2010 — 2015
Honours Economics
McMaster University 2010 — 2015
Business Studies Certificate
McMaster University 2013 — 2014
Dr. Mary E. Keyes Certificate of Leadership Development
Trivandrum International School 2009 — 2010
Cambridge International Experience A-Levels
British International School of Jeddah 2004 — 2008
Cambridge International Experience IGCSE
BMO Financial Group January 2014 - July 2015
TMX Group October 2012 - October 2013
DundeeWealth Inc. November 2010 - October 2012
Apple Express October 2010 - November 2010
Electro-Motive Diesels May 2008 - April 2009
The Canadian Depository for Securities Limited (CDS) May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Accounting, Internal Controls, Access, Finance, SAP, Analysis, Auditing, Accounts Receivable, Budgets, Financial Reporting, Payroll, Financial Services
Education
McMaster University 2005 — 2010
Honours Bachelor of Commerce, Accounting and Financial Management Services
McGill University February 2010 - Present
McGill University January 2006 - January 2010
McGill University 2000 - 2006
McGill University 1993 - 2006
McGill University 1987 - 2000
McGill University 1984 - 1987
Development Bank of Canada 1982 - 1984
Woods Gordon 1980 - 1982
Montreal Trust 1978 - 1980
BMO Financial Group 1976 - 1978
Skills
HR Strategy, Organizational..., Performance Management, Education Management, Talent Management, Coaching, Teaching, Leadership Development, Change Management, Personnel Management, Human Resources, Workshop Facilitation, Recruiting, Research, Training, Curriculum Design, Interviews, Educational Leadership, Deferred Compensation, Management, Program Development, Program Management, Public Speaking, Employee Training, Instructional Design, Staff Development, Adult Education, E-Learning, Blended Learning, Higher Education, University Teaching, Executive Coaching, Leadership, Conflict Resolution, Organizational..., Distance Learning, Qualitative Research, Career Development, Curriculum Development, Career Counseling, Nonprofits, Educational Technology, Needs Analysis
Education
McGill University 1992 — 1995
M.A., Educational Administration
Université de Montréal 1978 — 1981
Certificat, relations industrielles
York University 1970 — 1973
Honours BA, Sociology
Canada Mortgage and Housing Corporation CMHC / Société canadienne d'hypothèques et de logement SCHL November 2013 - Present
Canada Mortgage and Housing Corporation September 2012 - November 2013
Standard Life May 2011 - September 2012
Canada Mortgage and Housing Corporation January 2010 - May 2011
BMO Financial Group December 2005 - December 2009
Skills
Banking, Financial Analysis, Microsoft Office, Credit, Customer Service, Analysis, Banque, Credit Analysis, Management
Education
École Supérieure de Mode de Montréal (UQAM)
Bachelor's degree, Commercialisation de la mode, En cours
CIBC World Markets April 2015 - Present
BMO Financial Group April 2013 - April 2015
BMO Financial Group June 2011 - March 2013
Citco Fund Services July 2010 - June 2011
RBC Dexia Investor Services August 2007 - June 2010
Education
McMaster University
State Street January 2012 - May 2013
Industrial Alliance August 2011 - December 2011
RBC Royal Bank January 2011 - July 2011
BMO Financial Group May 2010 - January 2011
Education
University of Toronto Mississauga 2014 — 2015
Master of Management and Professional Accounting, Accounting
McGill University 2007 — 2010
bachelor of commerce, Finance and Accounting
BMO Financial Group March 2014 - Present
Manulife Financial December 2013 - February 2014
RBC Investor Services October 2011 - November 2013
Canadian Banks March 2004 - July 2011
UBS Wealth Management September 1988 - November 2003
Skills
SDLC, Capital Markets, Risk Management, Derivatives, Project Management, Information Technology, Business Requirements, Requirements Gathering, User Acceptance Testing, Business Analysis, PMO, Business Process..., Waterfall, Project Portfolio..., Requirements Analysis, Data Modeling, Systems Analysis, PMP, Sybase, Portfolio Management, Software Project...
Education
University of Toronto 2000 — 2001
Certificate in Internet Business and Technology
McGill University 1984 — 1988
Bsc, Computer Science
BMO Financial Group November 2013 - Present
BMO Financial Group January 2011 - November 2013
TD Securities September 2009 - November 2010
TD Securities July 2004 - September 2009
TD Securities January 2002 - June 2004
Scotia Capital September 2000 - December 2000
Skills
Capital Markets, Fixed Income, Derivatives, Corporate Finance, Bonds, Risk Management, Interest Rate..., Credit, Swaps, Hedging, Financial Structuring, Loans, Loan Origination, Credit Risk, Credit Analysis, LBO, Banking, Structured Products, Trading, Financial Services, Securities, Chartered Financial..., Equity Derivatives, FX Derivatives, Mergers & Acquisitions, Leveraged Lending, Building Relationships, Manage Client..., Maintaining Strong..., Financial Modeling, Financial Analysis, Financial Statements, Financial Risk, Equities, Options, Securitization, Finance, Syndications
Education
McMaster University 1999 — 2001
Master of Business Administration, Co-op (Finance Major)
Western University 1995 — 1999
Bachelor of Engineering Science, Chemical / Biochemical
Purpose Investments April 2015 - Present
BMO Financial Group April 2014 - April 2015
Sun Life Global Investments May 2013 - September 2013
CI Investments Inc. May 2012 - September 2012
CI Investments Inc. – Canada’s Investment Company May 2011 - August 2011
Skills
Leadership, Teamwork, Time Management, ETFs, Building Relationships, Mutual Funds, Bloomberg, Microsoft Office, Consultative Selling, Microsoft Excel, PowerPoint, Highly personable, High Organizational..., Relationship Management, Communication Skills, Self-driven, Public Speaking, Fundraising, Event Planning, Resourceful..., Team Leadership, Investments
Education
McGill University 2008 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, History
St. Andrew's College 2003 — 2008
Honour Role
BMO Financial Group February 2014 - Present
BMO Financial Group December 2010 - January 2014
BMO Financial Group April 2010 - December 2010
BMO Financial Group June 2007 - April 2010
BMO Mutual Funds 2004 - May 2007
BMO Mutual Funds 2002 - 2004
BMO Mutual Funds 2001 - 2002
Scotiabank 1999 - 2001
Scotiabank 1998 - 1999
Scotiabank 1995 - 1996
Skills
Strategy, Wealth Management, Business Strategy, Strategic Financial..., Banking, Strategic Planning, Relationship Management, Retail Banking, Integrated Marketing, Investments, Leadership, Change Management, Financial Services, Investment Management, Strategic Initiatives, Product Development, Scenario Planning, Corporate Portfolio..., Business Performance..., Board Governance, Programme Delivery, Risk Management, AML, Strategic Initiatives..., Change leadership, Team leadership and..., Project and Product..., Trusted Business Advisor, Program Delivery, Team Leadership, Program Management, Mutual Funds, Capital Markets, Retirement, Governance, Operations Management, Executive Management, Innovation
Education
McMaster University 1990 — 1991
MPPA, Public Policy and Administration
Saint Mary's University 1986 — 1990
BA Honours, Political Science
BMO Financial Group March 2014 - Present
BMO Financial Group October 2013 - March 2014
Osler, Hoskin & Harcourt LLP May 2009 - October 2013
Kim Orr P.C. May 2008 - August 2008
Skills
Civil Litigation, Securities Regulation, Corporate Law, Legal Writing, Legal Research, Commercial Litigation, Litigation, Securities, Corporate Finance, Mergers & Acquisitions, Legal Advice
Education
Université Jean Moulin (Lyon III) 2010 — 2011
Master's degree, European Law
University of Windsor 2007 — 2010
Bachelor of Laws (LLB), Law
McGill University 2001 — 2005
Bachelor of Arts (BA), Antropology
TD Bank Group, Digital Channel December 2013 - May 2015
RBC, Digital Strategy and Experience June 2011 - June 2013
Self-Employed January 2009 - June 2011
Expert Institute March 2006 - December 2008
Scotiabank January 2005 - February 2006
CIBC April 2004 - October 2004
BMO Financial Group 2003 - 2004
BMO Financial Group 2002 - 2003
BMO Financial Group 2000 - 2002
BMO Financial Group 1999 - 2000
Skills
Corporate Communications, Public Relations, Marketing, Annual Reports, Communications Planning, Speech Writing, Internal Communications, Strategic Communications, Media Relations, Newsletters, Crisis Communications, Content Management, Copywriting, Press Releases, Marketing Communications, Integrated Marketing, Editing, Web Content, Reputation Management, Digital Strategy, Proofreading, Publicity, Content Development, Content Strategy, Communication Training, Copy Editing
Education
McMaster University 1989 — 1993
Bachelor's degree, History, History
McMaster University 1987 — 1991
B.A., History
BMO Financial Group September 2012 - Present
BMO Harris Bank February 2010 - September 2012
BMO Harris Bank June 2012 - August 2012
Costco Wholesale October 2009 - January 2010
JPMorgan Chase January 2009 - October 2009
Sears Holdings Corporation February 2008 - February 2009
jewel-osco November 2007 - February 2009
Skills
Customer Service, Banking, Customer Satisfaction, Teamwork, Training, Data Entry, Time Management, Corporate Security, Outlook, Retail, Critical Thinking, Microsoft Excel, Recruiting, Team Leadership, CCure, Call Centers, Team Management, Physical Security, Access Control, CCTV, Operational Risk...
Education
McHenry County College 2009 — 2011
Associate of Science (A.S.), Business Management
Huntley High School 2007 — 2009
High School Diploma
Etiwanda High School 2005 — 2007
BMO Financial Group June 2015 - Present
BMO Financial Group January 2014 - May 2015
BMO January 2013 - January 2014
Research In Motion August 2010 - January 2013
DataLink Consulting Inc. March 2009 - May 2010
Rogers Communications Inc. November 2004 - February 2008
Rogers Communications Inc. April 1997 - October 2004
Cantel AT&T July 1994 - March 1997
Skills
Process Optimization, Instructional Design, Change Management, Project Planning, Problem Solving, Mentoring, Planning, Cross-functional Team..., MS Project, PMP, Management Consulting, Project Implementation, People Management, Microsoft Office, Soft Skills, Customer Relations, Team Management, PMO, Program Management, Management, Customer Service, Telecommunications, Project Management, Business Analysis, Human Resources, CRM, Strategy, Organizational..., Leadership, Training, Team Leadership, Performance Management, Business Process..., Agile Methodologies, Project Portfolio..., Process Improvement, Call Centers
Education
Queen's University 2010 — 2011
Master of Business Administration (MBA), Project Leadership stream
University of Toronto 2008 — 2008
Advanced Certificate, Strategic Leadership
University of Toronto 2008 — 2008
Certificate, Managing Organizational Change
Second City 2004 — 2006
Adult Improvisation program
McGill University 1988 — 1992
BA, English Literature
BMO Financial Group September 2014 - May 2015
CIBC March 2013 - June 2014
TD November 2011 - February 2013
Skills
Financial Services, Sales, Cross Selling, Customer Service, Customer Satisfaction, Leadership, Business Development, Negotiation, Public Speaking, Financial Analysis, Credit Analysis, Business Analysis, Research, Marketing, Microsoft Office, CRM Databases, Database Administration, Risk Management, Due Diligence, Anti Money Laundering, KYC, Fraud Investigations, Compliance, Data Analysis, Competitive Analysis, Capital Markets, Personal Financial..., Banking, Consumer Lending, Account Management, Debt Management, Budgets, Credit Management, Credit Scoring, Stock Trading, Futures Trading, Technical Analysis, Teamwork, Thought Leadership, Critical Thinking, Strategic Thinking, Financial Reporting, SWOT analysis, Customer Relations, Customer Retention, Customer Experience, Customer Insight, Customer Support, Customer Acquisition, Community Outreach
Education
Ryerson University 2008 — 2011
Bachelor’s Degree, Business Administration and Management, General
McMaster University 2005 — 2008
Bachelor’s Degree, Life Sciences, Psychology
BMO Financial Group July 2014 - Present
RBC 2013 - 2014
Toronto Police Service June 2010 - August 2012
Kumon North America, Inc. 2007 - 2009
Skills
Time Management, PowerPoint
Education
Malvern Collegiate Institute
High School Diploma
McGill University
Bachelor of Commerce (BCom), Accounting and Information Systems
BMO Financial Group 2014 - Present
BMO Financial Group 2011 - 2014
BMO Financial Group 2010 - 2011
BMO Financial Group 2006 - 2009
BMO Financial Group 2003 - 2006
Bell Canada 2000 - 2003
Nexacor Realty Management 1999 - 2000
AIC Group of Funds 1997 - 1999
Skills
Financial Analysis, Financial Modeling, Finance, Financial Reporting, Banking, Risk Management, Business Strategy, Strategy, Portfolio Management, Financial Services, Business Analysis, Performance Management, Financial Planning, Financial Forecasting, Relationship Management, Business Process..., Corporate Finance, Management, Strategic Financial...
Education
Chartered Professional Accountants of Ontario
Chartered Professional Accountant, Certified Management Accountant
McMaster University
Honours Bachelor of Commerce, Accounting
BMO Financial Group 2015 - Present
Prep101 September 2014 - May 2015
CIBC Wealth Management May 2014 - August 2014
Education
McGill University 2011 — 2015
Bachelor of Arts (B.A.)
Mercedes-Benz Canada July 2014 - Present
Marcus Evans 2013 - June 2014
BMO Financial Group May 2012 - June 2013
HSBC June 2008 - July 2008
HSBC January 2008 - February 2008
General Motors (Mannai Corporation) May 2006 - September 2006
Skills
Sales, Marketing, Market Research, Public Relations, Customer Service, Customer Satisfaction, Banking, Online Research, Customer Insight, Management, Customer Acquisition, Customer Support, Data Analysis, Data Management, Marketing Research, Fundraising, Public Speaking, Analysis, Teamwork, Marketing Communications, Customer Oriented, Leadership, Marketing Strategy, Microsoft Office, Team Leadership
Education
McGill University 2010 — 2012
Graduate Diploma, Public Relations Management
The American University in Cairo 2005 — 2010
Bachelor’s Degree, Mass Communication/Media Studies, 3.0/4.0 B
The University of Nottingham February 2014 - April 2014
BMO wealth management services - Canada October 2011 - August 2013
BMO Financial Group January 2011 - October 2011
BMO Financial Group April 2010 - December 2010
McMaster University September 2009 - April 2010
Living Truth Ministries (LTM) May 2009 - September 2009
McMaster University May 2008 - January 2009
Skills
Public Relations, Press Releases, Strategic Communications, Social Media, Public Speaking, Event Planning, Editing, Research, Management, leadership, Innovation Development, Advertising, Training, Sustainability, Corporate Social..., Brand Development, Value Creation, Consultancy, Action Oriented, Community Outreach, Leadership, Corporate Communications
Education
University of Nottingham 2013 — 2014
Master of Business Administration (MBA), CSR
McMaster University 2006 — 2010
Bachelor of Arts, Communication Studies & Political Science
Sir Oliver Mowat Collegiate Institute 2002 — 2006
High School Diploma
BMO Capital Markets May 2014 - Present
BMO Financial Group December 2007 - April 2014
Scotiabank May 2006 - September 2006
Strategy First Inc March 2000 - August 2004
PricewaterhouseCoopers August 1998 - May 1999
Skills
Internal Audit, Internal Controls, Risk Management, Capital Markets, ICAAP, Basel II, Basel III, Capital, Treasury Management, Market Risk
Education
University of Toronto - Rotman School of Management 2005 — 2007
MBA
McGill University 1992 — 1995
B.Com, Accounting and MIS
TD Asset Management March 2015 - Present
Women in Capital Markets May 2011 - February 2013
Independent June 2008 - July 2011
BMO Financial Group 2006 - 2008
BMO Financial Group 2004 - 2006
BMO Financial Group 2001 - 2004
CIBC 2001 - 2001
CIBC Wood Gundy 1999 - 2000
CIBC Wood Gundy 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Skills
Strategy, Integrated Marketing, Marketing Communications, Marketing Strategy, Corporate Communications, Executive..., Internal Communications, Leadership, Program Management, Business Acumen, Brand Management, Customer Experience, Market Research, Public Relations, Management, Strategic Planning, Financial Services, Advertising, Project Management, Banking, Wealth Management, Direct Marketing, Marketing Management, B2C marketing, Marketing Budget..., Brand Architecture, Resource Management, CRM, Knowledge Management
Education
University of Toronto - Rotman School of Management 2014 — 2014
McMaster University 1992 — 1994
Master of Business Administration (MBA)
York University - Schulich School of Business 2003 — 2004
University of New Brunswick 1986 — 1991
BBA
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 March 2009 - Present
UBS Investment Bank March 1996 - April 2009
Skills
Financial Modeling, Investments, Valuation, Management, Derivatives, Financial Markets, Strategy, Equities, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Alternative Investments, Negotiation, Asset Management, Corporate Finance, Investment Banking, Hedge Funds, Due Diligence, Trading, Investment Strategies
Education
McGill University 1990 — 1994
Engineering
BMO Financial Group April 2015 - Present
Capital One June 2014 - April 2015
Capital One September 2012 - June 2014
World Partnership Walk October 2010 - June 2012
Bombardier Aerospace May 2011 - May 2012
SNC-Lavalin March 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Project Management, Research, Project Planning, PowerPoint, Teamwork, Strategic Planning, Team Leadership, Microsoft Word, Analysis, Solidworks, Statistics, Business Analysis, Process Improvement, Public Speaking, Team Building, Management, MS Project, Data Analysis
Education
McGill University 2007 — 2012
Bachelor of Engineering (B.Eng.), Mechanical Engineering, Dean's Honour List
Glenforest Secondary School 2003 — 2007
IB Diploma
CIBC November 2014 - Present
BMO Financial Group May 2014 - November 2014
TD Bank June 2009 - May 2014
TD Bank June 2005 - June 2009
TD Securities March 2004 - June 2005
TD Securities March 2002 - March 2004
TD Securities June 2001 - March 2002
TD Waterhouse May 2000 - May 2001
CIT 1999 - 1999
Skills
Derivatives, Fixed Income, Liquidity, ALM, Stress Testing, Funding, Market Risk, Liquidity Risk, FX Options, Capital Markets, Interest Rate Risk..., Credit Risk, Risk Management, Credit Derivatives, Treasury
Education
McMaster University 1997 — 2001
Hons B.A., Economics
Ira Smith Trustee and Receiver Inc. April 2009 - Present
BMO Bank of Montreal November 2005 - March 2009
BMO Financial Group 2007 - 2009
Bank of Montreal 2006 - 2009
PricewaterhouseCoopers September 1993 - October 2001
Education
McMaster University 2002 — 2004
MBA, Accounting
BMO Financial Group July 2015 - Present
BMO Financial Group November 2014 - July 2015
Canada Health Infoway November 2005 - September 2014
. October 1994 - June 2012
Bank of America March 1989 - September 1994
Royal Trust March 1987 - March 1989
Deloitte Canada September 1984 - March 1987
Skills
Analysis, Accounting, Financial Accounting, Financial Reporting, Regulatory Reporting, Financial Analysis, Compliance, Auditing, Corporate Governance, Tax, Stress Testing, Process Improvement, Project Management, Fundraising, Team Leadership
Education
CPA Ontario 1984 — 1986
CPA, Chartered Accountant
McGill University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting, Graduated with Great Distinction
Candian Securities Institute
Canadian Securities Course
Bank of America Merrill Lynch January 2015 - Present
BMO Financial Group February 2014 - January 2015
Morgan Stanley February 2012 - February 2014
Morgan Stanley April 2012 - July 2012
The Boston Consulting Group September 2008 - November 2008
Skills
Java, C++, Sybase Adaptive Server, Databases, Unix, Matlab, Rules Engines, Drools, XML, Eclipse, JavaScript, Linux, Algorithms, Perl, Software Development, Credit Analysis, Shell Scripting, Collateral, J2EE Application..., SQL, SDLC, Python, Spring Framework, Oracle, Sybase
Education
McMaster University 2009 — 2011
Master of Science, Electrical & Computer Engineering
Tsinghua University 2004 — 2008
Bachelor of Engineering, Electrical Engineering
High School Affilicated to Renmin University
BMO Financial Group May 2012 - Present
CareerQuest, Inc. April 2007 - April 2012
CNIB February 2006 - March 2007
Manulife Financial January 2005 - February 2006
Self- Employed October 2003 - January 2005
Concentra Integrated Services October 1998 - October 2003
Skills
Coaching, Employee Relations, Rehabilitation, Psychology, Disability Management, Case Managment, Vocational..., Leadership, Disabilities, Resume Writing, Training, Human Resources, Case Management, Disability Insurance, Program Management, Career Counseling, Technology Needs...
Education
McMaster University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Tricoastal Capital 2009 - 2013
Assante Wealth Management 2003 - 2008
WCRA of Minnesota 2000 - 2003
Agricorp 1993 - 2000
Ontario Financing Authority 1991 - 1993
CIBC 1990 - 1991
BMO Financial Group 1987 - 1990
Skills
Project Management, Marketing Communications, Management Consulting, Copy Editing, Media Relations, Writing, Strategic Communications, Start-up Consulting, Investments, Risk Management..., Investor Relations, Economics, Private Equity, Financial Modeling, Crowdfunding, Strategy, Political Risk Analysis
Education
McMaster University 1993 — 1997
Master of Business Administration (MBA)
McMaster University 1983 — 1987
BA
BMO Financial Group May 2015 - Present
BMO Financial Group April 2013 - April 2015
IBM Canada September 2008 - March 2013
IBM Canada Ltd. December 2006 - September 2008
IBM Canada Ltd. May 2005 - December 2006
Skills
Human Resources, Training, Leadership, Recruiting, Event Management, Program Management, Project Planning, Talent Management, Management, Time Management, Process Improvement, Customer Service, Data Analysis, Event Planning, Project Management, Public Speaking, Team Leadership
Education
McMaster University 2000 — 2005
Honours B.Com, Human Resources
BMO Financial Group July 2010 - March 2014
B2B Bank March 2009 - July 2010
B2B Trust April 2007 - March 2009
Standard Life Assurance Co. of Canada November 2004 - March 2007
Skills
Competitive Analysis, Management, Product Management, Strategy, Investments, Product Development, Training, Project Management, Leadership, Marketing, Analysis, Market Research, Portfolio Management, Marketing Strategy, Financial Services, Risk Management
Education
McGill University 1998 — 2002
Bachelor of Commerce (B.Com.), Major: Marketing; Concentration: International Business
McGill University
Bachelor of Commerce (B.Com.), Major in Marketing, Concentration in International Business
BMO Financial Group October 2007 - Present
Education
McGill University 1975 — 1979
Bachelor of Engineering (B.Eng.)
BMO Financial Group May 2014 - Present
Lester B. Pearson School Board October 2005 - Present
Canadian Tire March 2011 - August 2014
Bombardier Aerospace September 2013 - December 2013
NCO Financial Systems October 2007 - March 2011
HMS Host December 2006 - October 2007
Famous Players November 2000 - January 2007
Skills
Excel, Customer Service, Process Efficiency, Team Leadership, Customer Satisfaction, Microsoft Office, Leadership, Process Improvement, Training, Time Management, Management, Finance, Teamwork, Microsoft Excel
Education
Concordia University 2013 — 2015
Bachelor’s Degree, Commerce, Major in Accountancy (Co-op), With Distinction
McGill University
Bachelor's Degree, Science, Major in Mathematics
John Abbott College
DEC, Science
Loyola High School 1994 — 1999
High School, Second Honours
McGill University
BMO Financial Group January 2015 - Present
BMO Harris Private Banking June 2010 - January 2015
BMO Harris Private Banking 2008 - 2009
BMO Financial Group 2006 - 2008
BMO Financial Group 2005 - 2006
BMO Financial Group 2002 - 2004
BMO Financial Group 2000 - 2002
BMO Financial Group 1999 - 2000
BMO Financial Group 1997 - 1999
Skills
Private Banking, Team Leadership, Credit, Wealth Management, Retail Banking, Relationship Management, Customer Experience, Finance, Risk Management, Corporate Finance, Sales Management, Commercial Banking, Portfolio Management, Diversity & Inclusion, Collaboration, Coaching, Performance Management, Process Improvement, Career Development..., Financial Services, Human Resources, Strategy, Mutual Funds
Education
McMaster University 1994 — 1996
Master of Business Administration (MBA), Health Services Administration
McMaster University 1990 — 1994
Honours Bachelor of Science (BS), Psychology
BMO Financial Group January 2014 - Present
BMO Financial Group October 2012 - January 2014
HSBC Bank Canada May 2011 - October 2012
HSBC Bank Canada February 2010 - April 2011
HSBC Bank Canada April 2009 - January 2010
HSBC Bank Canada January 2009 - March 2009
HSBC Bank Canada July 2008 - December 2008
HSBC Bank Canada November 2006 - July 2008
HSBC Bank Canada June 2006 - November 2006
HSBC Bank Canada December 2005 - June 2006
Skills
Vendor Management, Call Centers, Management, Credit, Call Center, Loans, Performance Management, Coaching, Team Leadership
Education
McGill University 2001 — 2004
Bachelor Psychology, Psychology
Champlain college, Saint Lambert
Mc Gill University
Bachelor of Arts, Psychology
Bank of Montreal January 2012 - Present
BMO Financial Group May 1998 - January 2012
IBM Footprint Software 1995 - 1998
CIBC 1990 - 1995
Skills
SDLC, IT Strategy, Change Management, Banking, Vendor Management
Education
McGill University
BSc, Mathematics, Chemistry
BMO Financial Group July 2015 - Present
BMO Financial Group June 2014 - Present
BMO Financial Group January 2011 - June 2014
BMO Capital Markets/BMO Nesbitt Burns July 2005 - January 2011
Torys LLP February 2001 - May 2005
Skills
Securities Regulation, Corporate Governance, Securities, Capital Markets, Legal Writing, Securities Offerings, IPO, Derivatives
Education
McGill University 1994 — 1998
LLB, Law
McGill University 1994 — 1998
B.Com, Finance
Vanier College 1989 — 1991
BMO Financial Group March 2014 - Present
Skills
Bloomberg Terminal, Banking, Strategic Planning, Team Leadership
Education
McMaster University
MBA, Finance
University of Toronto
Bachelor of Commerce (B.Com.), Economics
McDonald's Canada July 2015 - Present
BMO Financial Group January 2014 - Present
Canadian Marketing Association January 2013 - Present
Canadian Tire May 2013 - January 2014
Canadian Tire February 2009 - April 2013
Canadian Tire May 2007 - February 2009
Skills
Mobile Strategy, Mobile Marketing, Digital Strategy, Digital Marketing, Web Project Management, Supply Chain Management, Social Media, Management, Strategy, SEM, Analytics, Mobile Devices, Project Management, SEO, Mobile Applications, Advertising, Online Marketing, Marketing Strategy, E-commerce, Social Media Marketing, Web Analytics, Marketing, Leadership, Integrated Marketing, Retail, Customer Experience, Email Marketing, CRM, Team Leadership
Education
McMaster University 2009 — 2011
Associate's Certificate, Project Management
Seneca College of Applied Arts and Technology 2006 — 2007
Post Graduate Certificate, Global Logistics and Supply Chain Management Graduate Certificate
University of Guelph 2001 — 2005
B.Comm, Management Economics in Industry and Finance
BMO July 2008 - Present
BMO Financial Group 2008 - Present
Lombard Insurance 2004 - 2008
Skills
Unix, Oracle, SDLC, Data Warehousing, Databases, Performance Tuning, DB2, AIX, SQL, Database Administration, Sybase, Business Intelligence
Education
McMaster University 2002 — 2004
BMO Financial Group April 2015 - Present
BMO Financial Group April 2013 - April 2015
BMO Financial Group January 2011 - April 2013
BMO Financial Group January 2011 - April 2013
BMO Financial Group 2006 - January 2011
BMO Financial Group, Enterprise Infrastructure September 2005 - January 2011
BMO Financial Group, EI September 1995 - September 2005
Skills
Systems Management, XP, Servers, Netcool, ITIL, Windows 2008 R2, Windows 7, Java Enterprise Edition, JavaScript, Microsoft Operating..., Microsoft SQL Server, AIX Administration, BMC Remedy, Remediation, Change Management, Problem Management, Solution Implementation, Microsoft Server Support, Hyper-V, Enterprise Software, IT Management, System Deployment, Service Management, Unix, Windows XP, Integration, Windows Server, Incident Management, Disaster Recovery, SDLC, Vendor Management, IT Service Management, IT Operations, Active Directory, Virtualization
Education
Seneca College of Applied Arts and Technology 2000 — 2001
Certification, Unix System Administration
McGill University 1976 — 1979
B.Comm, Undergraduate Business Commerce
KeyCorp February 2015 - Present
BMO Harris Private Banking 2012 - October 2014
BMO Financial Group 2006 - 2014
BMO Harris Private Banking October 2006 - 2012
BMO Harris Private Banking 2002 - 2006
BMO Harris Private Banking 2000 - 2002
RBC 1997 - 2000
RBC 1994 - 1997
RBC 1988 - 1994
London Life 1983 - 1988
Skills
Board Governance, Wealth Management, Integration, Acquisitions, OSFI, Regulatory Agencies, Regulatory Oversight, Family Office, Talent Management, Regulatory Governance, Analyst Presentations, Innovation, Process Improvement, OCC oversight, SEC oversight, Team Leadership, Cross Pillar Teams, Team Building, Investments, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Business Development, Strategy, Strategic Financial..., Change Management, Strategic Planning, Business Strategy, Banking, High Net Worth..., Financial Planning, Leadership, Relationship Building, Private Banking, Strategic Leadership, Asset Management, Finance
Education
McGill University 1996 — 1998
Masters in Mgmt, International Mgmt
University of Toronto
BA, Commerce
CIBC August 2014 - Present
CIBC April 2012 - July 2014
BMO Financial Group October 2009 - April 2012
BMO Financial Group October 2008 - October 2009
BMO Financial Group July 2007 - October 2008
BMO Financial Group January 2006 - July 2007
BMO Financial Group January 2001 - December 2005
Imperial Oil May 1998 - December 2000
Celestica May 1996 - April 1998
Skills
Banking, Cross-functional Team..., Strategy, Business Strategy, Strategic Planning, Forecasting, Budgets, Leadership, Performance Management, Team Leadership, Management, Finance, Business Process
Education
CMA 2009 — 2011
CMA
CFA 2002 — 2004
CFA
York University 1998 — 2001
MBA, Finance and International Business
McMaster University 1993 — 1998
1998, Honours Bachelor of Commerce
BMO Financial Group October 2014 - Present
BMO Financial Group December 2013 - October 2014
BMO Financial Group December 2011 - December 2013
Bank of Montreal` February 2010 - December 2011
Monitor Group September 2007 - February 2010
GE Capital January 2005 - August 2005
Skills
Financial Modeling, Change Management, Consulting, Strategy, Project Management, Communication, Strategic Communications, PMO, Governance, Strategic Planning, Business Development, Operational Risk..., Operational Risk, Financial Services, Cross-functional Team..., Management Consulting
Education
McGill University 2003 — 2007
B-Comm, Finance
McGill University
Bachelor of Commerce (BCom), Finance, General
RBC June 2013 - Present
RBC December 2011 - Present
RBC Royal Bank August 2009 - December 2011
RBC January 2007 - December 2009
RBC January 2008 - February 2009
BMO Financial Group April 2006 - April 2007
BMO Financial Group June 2004 - May 2006
RBC Royal Bank June 2002 - March 2003
Skills
Strategy, Banking, Wealth Management, Sales, Retail Banking, Investments, Credit, Relationship Management, Marketing Strategy
Education
McGill University
B.A, Economics & History
BMO Financial Group September 2010 - Present
Bank of Montreal 2009 - 2010
McMaster University 2004 - 2006
Ontario Power Generation 2000 - 2000
Skills
Strategic Planning, Strategy, Strategic Financial..., CRM, Coaching, Business Analysis, Banking, Risk Management, Portfolio Management, Retirement, Financial Modeling, Relationship Management, Financial Analysis, Investments, Financial Services, Financial Planning, Management
Education
McMaster University 2004 — 2006
MBA
McMaster University 1996 — 2000
H B Com, Business
BMO Financial Group September 2013 - Present
Deloitte November 2010 - September 2013
Young & Rubicam 2010 - 2010
Adams & Miles LLP October 2007 - April 2009
Canada Revenue Agency November 2005 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Financial Accounting, Tax
Education
York University 2004 — 2007
Accounting
McMaster University 2000 — 2004
BA (Hons), Economics: Mathematics and Statistics (minor)
RBC Capital Markets June 2013 - Present
BMO Financial Group June 2010 - June 2013
McMaster University August 2009 - June 2010
McMaster University July 2007 - August 2009
Skills
Data Analysis, Analysis, Matlab, C++, R, SQL, Microsoft SQL Server, Visio, SDLC, Visual Basic, VBA, XML, Software Development, Requirements Gathering, Business Analysis, Database Design, Agile Methodologies, C#, .NET, Java, Perl, Crystal Reports
Education
McMaster University 2007 — 2009
M.A.Sc., Antennas and Microwaves, “Certificate of Excellence” for Outstanding Thesis
McMaster University 2003 — 2007
B.Eng., Electrical and Biomedical Engineering
BMO Financial Group May 2014 - Present
Brock University January 2014 - June 2014
McMaster University September 2009 - May 2014
BMO Financial Group May 2010 - August 2010
University of Cincinnati September 2007 - May 2009
Skills
SAS programming, Matlab, Quantitative Analytics, Financial Modeling, Credit Risk, R, Optimization, Statistical Modeling, Data Analysis, Statistics, Research, Fixed Income, Corporate Finance, SAS, Analysis, Data Mining
Education
McMaster University 2009 — 2014
Doctor of Philosophy (PhD), Finance
University of Cincinnati 2007 — 2009
Master of Arts (M.A.), Applied Economics
BMO Financial Group March 2014 - Present
Grace Health Centre March 2013 - Present
IBM Canada Ltd. January 2005 - July 2013
IBM Canada Ltd. August 1998 - December 2004
Skills
Websphere, Java, Linux, XML, SQL, JavaScript, SQL Server, HTML, Software Development, Eclipse, Agile, Unix, Windows, Ant, Agile Methodologies, Servlets, Web Services, Subversion, Solution Architecture, UML, DB2, SOA, Java Enterprise Edition, SOAP, JSP, JUnit, Scrum, WebSphere Application..., Software Engineering, JBoss Application Server, EJB, Visual Studio, Microsoft SQL Server, WebSphere
Education
McMaster University
Master of Engineering (MEng), Electrical and Electronics Engineering
BMO Financial Group July 2006 - Present
BMO Financial Group January 2003 - July 2006
BMO Financial Group July 1997 - January 2003
hg Consulting 1994 - 1997
Coopers & Lybrand Consulting January 1988 - December 1993
Bank of America 1985 - 1987
Skills
Organizational Design, Management Consulting, Change Management, Organizational..., Business Process..., Performance Management, Strategy, Workshop Facilitation, Program Management, Organizational..., Executive Coaching, Business Transformation, Human Resources
Education
University of California, Berkeley 1984 — 1985
M.S., Engineering Science/Operations Research
McGill University 1980 — 1984
B.Sc., Mathematics & Computer Science
BMO Financial Group August 2013 - Present
BMO Financial Group January 2007 - July 2013
Davis + Henderson June 2003 - November 2007
Skills
Business Process..., Business Analysis, Project Management, Financial Services, Program Management, Six Sigma, Banking, PMO, Project Delivery, Requirements Analysis, MS Project, Management, SDLC, Process Improvement, Integration, Software Project..., Process Engineering, Vendor Management, Analysis, Team Leadership, Business Transformation, Risk Management, Project Planning, IT Strategy, Business Process, Change Management, Governance, Project Portfolio..., Requirements Gathering, PMP, Strategy, Visio, Business Process Mapping, Relationship Management, Business Strategy, Business Case, Leadership
Education
McMaster University 2000 — 2002
MBA, Finance, Engineering
CIBC May 2013 - Present
CIBC May 2010 - May 2013
Mercer June 2007 - May 2010
BMO Financial Group September 2005 - June 2007
Skills
IT Service Management, SDLC, Project Management, ITIL, Vendor Management, Negotiation, Change Management, Project Portfolio..., Project Delivery, PMO, PMP, Scope Management, Matrix Management, IT Operations, People Skills, Cost Management, Operations Management, Coaching, Resource Management, Requirements Gathering, Management
Education
McMaster University 2001 — 2005
BA (Hounours)
McMaster University 2001 — 2004
Bachelor's degree
BMO Financial Group September 2014 - Present
IBM Canada May 2009 - August 2014
IBM Canada Ltd. May 2006 - April 2009
Skills
Financial Modeling, Financial Analysis, Business Analysis, Competitive Analysis, Essbase, Pricing, Finance, Managerial Finance, Business Process..., Forecasting, Accounting, Process Improvement, Analysis, Strategy, Financial Planning, Leadership, Financial Reporting, Management
Education
McGill University 1997 — 2001
Bachelor of Commerce, Finance and Economics
BMO August 2012 - Present
BMO January 2011 - August 2012
BMO Financial Group 2008 - 2010
Skills
Workforce Management, Workforce Planning, Resource Management, Customer Service, Banking, Mortgage Banking, Microsoft Word, Microsoft Excel, Blogger, Travel Blogging, Digital Photography, Analysis, Business Analysis, Call Centers, Performance Management, Customer Satisfaction
Education
McGill University 1994 — 2007
Bachelors of Arts, Economics
Vanier College 1992 — 1994
Diploma of Collegiate Studies, Commerce
Rosemount High School
BMO Financial Group August 2014 - Present
BMO Financial Group August 2012 - July 2014
BMO Financial Group July 2011 - August 2012
Bank of Montreal December 2009 - July 2011
Bank of Montreal January 2002 - November 2009
Bank of Montreal September 2001 - December 2002
Skills
Computer Program..., User Acceptance Testing, Business Requirements, Credit Cards, Integration, Quality Assurance, SDLC, Test Management, Project Management, Requirements Gathering, Vendor Management, Financial Services, Business Process, Team Leadership, Business Analysis, Debit Cards, Requirements Analysis, Banking, Management, Payments, Portfolio Management, Testing, Outsourcing, Leadership, Relationship Management
Education
McMaster University 2006 — 2010
MBA, Supply Chain Management
SAP A G 2009 — 2009
Certificate, Certified Solution Architect
Ryerson University 2002 — 2004
Certificate, Project Management
Institution of Canadian Banker 2000 — 2002
Diploma, Personal Financial Planning
York University 1988 — 1990
BA, Econmic
Scotiabank November 2013 - November 2014
Scotiabank October 2012 - October 2013
Scotiabank March 2010 - September 2012
Scotiabank April 2008 - March 2010
Scotiabank February 2003 - March 2008
BMO Financial Group March 2000 - November 2003
Remax Business September 1995 - April 2000
Sandra of Sherwood October 1981 - June 1995
Skills
Retail Banking, Credit, Banking, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Relationship Management, Investments, Customer Service
Education
McMaster University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Oakville Trafalgar High School 1975 — 1980
High School
Sapient Global Markets June 2011 - Present
CGI June 2010 - June 2011
BMO Financial Group December 2007 - June 2010
TD Bank April 2004 - December 2007
Canada Life September 2000 - January 2004
Canada Life June 1998 - September 2000
Skills
Management Consulting, Business Strategy, IT Strategy, Process Engineering, Business Analysis, Project Management, SDLC, PMLC, CMMI, Investment Banking, Capital Markets, Wealth Management, Securities Regulation, Clearing, Financial Markets..., Trading Systems, Market Risk, Credit Risk, Liquidity, Settlements, Electronic Trading, Sell Side, Buy-side
Education
McMaster University
Certified Advanced Business Analysis (CBAP)
University of Waterloo
Honours Bachelor of Mathematics Program
BMO Financial Group June 2013 - Present
Bank of Montreal January 2005 - June 2013
Skills
Project Management, Negotiation, Sales, Mortgage Lending, Credit, Event Planning, Office Administration, Customer Service, Loans, Microsoft Office, Microsoft Word, Sales Management, Contract Negotiation, Leadership Development, Outlook, New Business Development, Marketing Strategy, Training, Customer Satisfaction, Time Management, Advertising, Consumer Lending
Education
McGill University
B.Comm
BMO Financial Group January 2015 - Present
Capital One August 2011 - January 2015
Air Canada May 2010 - August 2010
Vale March 2007 - February 2009
Gartner January 2005 - July 2006
SMIC October 2001 - December 2004
Skills
Financial Modeling, Business Strategy, Business Analysis, Data Analysis, Financial Analysis, Strategic Planning, Competitive Analysis, SAS, Due Diligence, Operating Budgets, Corporate Finance, Cross-functional Team..., Microsoft Excel, Teradata, PowerPoint, Industry Research, New Business Development, Market Analysis, Risk Management, Market Research, SQL
Education
McGill University 2009 — 2011
MBA
National University of Singapore 1999 — 2001
MSc.
Renmin University of China 1994 — 1998
Bachelor
BMO Financial Group 2011 - 2014
BMO Financial Group 2007 - 2011
BMO Financial Group 2005 - 2007
BMO Financial Group 2001 - 2005
BMO Financial Group 1998 - 2001
Skills
Customer Experience, Leadership, Relationship Management, Financial Services, Customer Acquisition, Marketing, Credit Cards, Sales, Marketing Strategy, Building Relationships, Business Strategy, Banking, Management, Written & Oral..., Portfolio Management, Retail Banking, Strategy, Driving Results, Job Coaching, Business Casing, Coaching, Sales Management, Product Development, Credit, Analytics, Risk Management, Business Analysis, Segmentation, Team Leadership, Payments, Vendor Management, CRM, Loyalty Programs, Direct Marketing, Mergers & Acquisitions, Competitive Analysis, Management Consulting
Education
McMaster University 1994 — 1998
Economics, Economics
PricewaterhouseCoopers September 2011 - Present
BMO Financial Group June 2010 - August 2010
Skills
Assurance, Financial Accounting, Auditing, Financial Reporting, Accounting, External Audit, IFRS, Internal Controls, Tax, GAAP, Financial Analysis
Education
McGill University 2007 — 2011
BCom, Accounting
BMO Financial Group January 2014 - Present
Deloitte Canada June 2011 - January 2014
Deloitte Canada January 2009 - May 2011
PwC May 2005 - January 2009
Bell April 2004 - May 2005
Deloitte Canada January 2001 - April 2004
Skills
Derivatives, Financial Risk..., Structured Products, Securitization, Financial Risk, Market Risk, Valuation, Enterprise Risk..., Financial Modeling, Capital Markets, Corporate Finance, IFRS, Credit Risk, Fixed Income, Private Equity, Assurance, Financial Analysis, Operational Risk..., Financial Reporting, Business Process..., Internal Controls, Internal Audit
Education
McGill University 1997 — 2000
Bachelor of commerce, Honours in accounting
Yonsei University 1995 — 1996
English literature
BMO Financial Group June 2012 - Present
Scotia Capital April 2010 - June 2012
BMO Capital Markets June 2007 - March 2010
BMO Capital Markets March 2006 - June 2007
Skills
Derivatives, Business Analysis, SDLC, Capital Markets, Dodd-Frank, Requirements Management, Requirements Gathering, Test Management, Testing, Trading Systems
Education
McMaster University 1998 — 2003
Bachelor of Engineering & Management
BMO Financial Group July 2011 - Present
Skills
SAS
Education
McMaster University 2008 — 2011
Doctor of Philosophy (Ph.D.), Mathematical Statistics and Probability