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
Discover Financial Services January 2015 - Present
Discover Financial Services June 2013 - December 2014
Discover Financial Services February 2012 - June 2013
BMO Financial Group July 2011 - February 2012
BMO Financial Group December 2009 - July 2011
North Park University January 2010 - March 2010
Builders Bank December 2004 - December 2009
Fifth Third Bank December 2001 - December 2004
PwC July 1997 - January 2001
Nuveen Investments 1995 - 1997
Skills
Change Management, Leadership, Governance, Policy, Sarbanes-Oxley, Financial Risk, Basel II, Financial Services, Enterprise Risk..., Analysis, Finance, Managerial Finance, CPA, Sarbanes-Oxley Act, Cash Management, Operational Risk, Asset Management, Strategic Planning, Budgets, Teaching, Internal Audit, AML, Executive Management, Management, Financial Analysis
Education
North Park University 1989 — 1993
B.A., Accounting
BMO Financial Group July 2014 - Present
Jacksonville Jaguars May 2014 - June 2014
Northwestern University June 2013 - June 2014
Northwestern University September 2009 - June 2013
Chicago Cubs December 2012 - May 2013
Goldman Sachs December 2011 - April 2012
Northwestern Mutual April 2011 - August 2011
Education
Northwestern University 2013 — 2014
Masters, Graduate School of Professional Studies, 3.87
Northwestern University 2009 — 2013
Bachelor of Arts (BA), Economics & Business Institutions
Arrowhead High School 2005 — 2009
Graduated with Honors; 3.91/4.00 GPA
BMO Financial Group March 2015 - Present
BMO Wealth Management February 2012 - February 2015
BMO Private Client Group July 2011 - February 2012
American Express June 2009 - February 2011
HSBC August 2005 - April 2009
Wunderman 2003 - 2005
Skills
Strategy, Financial Services, Marketing, Direct Marketing, Loyalty Marketing, Segmentation, Customer Experience, Market Research, Digital Marketing, Marketing Analytics, Sponsorship, Advertising, Analytics, Leadership
Education
York University - Schulich School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
National University of Singapore / NUS 2002 — 2002
Bachelor of Business Administration (BBA), International Business (Exchange Program)
DUCA Financial Services Credit Union Ltd. January 2014 - Present
DUCA Financial Services Credit Union Ltd. June 2013 - January 2014
BMO Financial Group June 2012 - June 2013
BMO Financial Group 2011 - June 2012
BMO Financial Group March 2007 - June 2011
BMO Financial Group February 2006 - March 2007
Skills
Mortgage Lending, Commercial Mortgages, Residential Mortgages, Refinance, Credit, Loans, Banking, Credit Risk, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit Analysis, Investments, Lines Of Credit, Portfolio Management, Wealth Management, Consumer Lending, Relationship Management, Retail Banking, Small Business Lending, Real Estate Financing, Risk Management, Commercial Finance
Education
University of Fredericton 2011 — 2013
Master of Business Administration (MBA), MBA in Global Leadership
Northwood University-Florida 2002 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Seneca College of Applied Arts and Technology 1999 — 2002
Business Administration Diploma, Entrepreneurial and Small Business Operations
BMO Financial Group September 2015 - Present
Goldberg Kohn June 2011 - September 2015
Vedder Price, P.C. January 2010 - May 2011
Vedder Price 2008 - 2008
Accenture 2002 - 2006
Northeast Quadrant Consulting 2002 - 2002
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance
Northwestern University School of Law 2006 — 2009
JD
University of Illinois at Urbana-Champaign 1997 — 2001
BA, French and Philosophy
Dell June 2015 - Present
Sheridan College August 2012 - Present
Atos April 2015 - May 2015
BMO Financial Group December 2014 - April 2015
Ingram Micro October 2014 - November 2014
Tel-e-technologies January 2012 - April 2012
BankIslami Pakistan Limited April 2010 - January 2011
Skills
Windows Server, Troubleshooting, Network Administration, Windows 7, Technical Support, Active Directory, Routers, Help Desk Support, Servers, Microsoft Office, Operating Systems, System Monitoring, Computer Hardware..., Hardware Support, Switches, TCP/IP, Java, Cisco Technologies, OSPF, SQL, Software Installation, VPN, CCNA, software support, Citrix XenApp, AV Support, Print Servers
Education
Sheridan College 2011 — 2013
Advance Diploma, Computer Systems Networking and Telecommunications
National University of Computer and Emerging Sciences 2005 — 2009
Bachelor's of science, Telecommunications Engineering
BMO Financial Group November 2011 - November 2014
Blockbuster Canada November 2009 - August 2011
Skills
Banking, Financial Analysis, Microsoft Office, Risk Management, Credit, Business Analysis, Leadership, Retail Banking, Relationship Management, Finance
Education
Mount Royal University 2008 — 2010
Anthropology
University of Manitoba 2007 — 2007
Anthropology
BMO Nesbitt Burns 2013 - Present
BMO Financial Group November 2005 - November 2013
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Investment Strategies, Financial Advisory, Banking, Wealth, Asset Allocation, Financial Services, Estate Planning, Financial Planning, Securities, High Net Worth...
Education
CSI
Professional Financial Planner
CSI
Financial Management Advisor
Northern Alberta Institute of Technology
Finance Diploma
BMO Financial Group January 2015 - Present
BMO Financial Group May 2013 - January 2015
BMO Financial Group July 2012 - May 2013
BMO Financial Group May 2011 - August 2011
CARIS September 2006 - August 2010
Skills
Data Analysis, Business Strategy, Business Analysis, Project Management, Strategy, Strategic Planning, Competitive Analysis, Market Research, Requirements Analysis, Business Process..., Proposal Writing, Cross-functional Team...
Education
University of Toronto - Rotman School of Management 2010 — 2012
Master of Business Administration (MBA)
Schulich School of Business 2009 — 2009
Masters Certificate in Project Management
Mount Allison University
B.Sc., Biology, Mathematics
BMO Financial Group 2013 - Present
Design Access, Inc. 1992 - Present
Coopers & Lybrand Consulting 1989 - 1992
Wright-Patterson AFB 1987 - 1989
Skills
Management, Business Strategy, Project Management, Sales Management, E-Learning, Management Consulting, Consultative Selling, Instructional Design, Change Management, Business Analysis, Relationship Management, Performance Management, Financial Services, Needs Analysis, Leadership, Strategy, CRM, Consulting, Business Process..., Selling
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
North Carolina State University 1985 — 1987
Master of Science (MS), Computer Science
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Industrial Engineering and Computer Science
BMO Financial Group July 2014 - Present
247-Inc July 2011 - April 2013
Progen Business Solution September 2010 - July 2011
NDS service Pay TV Technology August 2009 - August 2010
CustomerXPs Software Private Limited December 2008 - August 2009
Oracle June 2005 - November 2008
Skills
Servlets, Java, XML, Java Enterprise Edition, JDBC, Core Java, Design Patterns, Oracle, Linux, Agile Methodologies, JSP, SQL, Spring, Perl, Start-ups, Software Development, Unix, Software Project..., Business Intelligence, Python, JavaScript, Web Services, Eclipse, PL/SQL, Unix Shell Scripting, Shell Scripting, Requirements Analysis, MySQL, Software Engineering, SOA, Hadoop, Software Design, Web Applications, SaaS, Algorithms, Project Management
Education
Queen's University 2013 — 2014
Master of Business Administration (M.B.A.)
National Institute of Technology Tiruchirappalli 2001 — 2005
B.Tech, Computer Science & Engineering
BMO Financial Group July 2014 - Present
Mondelez International October 2012 - July 2014
Kraft Foods January 2012 - October 2012
Oracle Corporation March 2010 - December 2011
Sun Microsystems November 2008 - February 2010
SpinVox Ltd. June 2007 - October 2008
IBM January 2006 - May 2007
IBM June 2004 - January 2006
IBM January 2004 - June 2004
MTV Networks 1998 - 2002
Skills
Agile Project Management, Service Delivery, Customer Experience, Customer Service, Hiring, Hardware, Inventory Management, Key Account Management, Knowledge Management, Team Leadership, Leadership Development, Change Management, Mentoring, Social Media, Program Management, Customer Relations, Outsourcing, Operations Management, Organizational..., Photoshop, PowerPoint, Excel, Strategic Planning, Photography, Problem Solving, Teamwork, Troubleshooting, User Experience, Vendor Management, Word, Wordpress, Wireless, Web Design, Mac OS X, Windows, SLA, Sla, Microsoft Excel, Recruiting, OS X, Project Management, Process Improvement, Business Process, Management, Performance Management, ITIL, CRM, IT Operations, Service Management, Technical Support
Education
University of Phoenix 2002 — 2004
MBA, Technology Management
New York Institute of Technology 1991 — 1995
B.S., Architecture
South Shore High School
South Shore High School
BMO Financial Group January 2015 - Present
BMO February 2013 - Present
Skills
Accounting, Wealth Management, Investments, Financial Reporting, Financial Modeling, Mutual Funds, Financial Analysis, Banking, Retail Banking, Finance, Credit, Credit Analysis, Portfolio Management, Financial Services, Equities
Education
UOIT 2013 — 2015
Master of Business Administration (MBA), Finance
New York Institute of Technology-Old Westbury 2006 — 2010
Bachelor of Science (BS), Accounting
University of Toronto 2011 — 2011
Certificate, Financial Analysis & Investment Management
Canadian Securities Institute
Canadian Securities Certificate
BMO Capital Markets February 2008 - Present
BMO Financial Group April 2003 - February 2008
CIBC Mellon March 2001 - April 2003
Tata TDWaterhouse Securities Pvt. Ltd. December 1999 - October 2000
Tata Finance June 1995 - December 1999
Skills
Interest Rate..., Fixed Income, Capital Markets, Institutional Sales, Swaps, Derivatives, Bloomberg, Securities, Bonds, Portfolio Management, Hedge Funds, Structured Products, Trading, Financial Markets, Options, Hedging, Structuring, Risk Management, Trading Systems, Financial Institutions, Market Risk, Investment Banking, Institutional..., Electronic Trading, Financial Structuring
Education
CFA Institute 2002 — 2005
CFA, Finance, Investments and Securities
Narsee Monjee Institute of Management Studies 1993 — 1995
MBA, Finance, General
Ramrao Adik Institute of technology 1986 — 1990
Bachelor of Engineering (B.E.), Computer Engineering
BMO Financial Group June 2014 - Present
Student Affairs Marketing September 2012 - Present
Campus Catalyst September 2013 - December 2013
International Christian School July 2012 - July 2012
Skills
Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Matlab, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Photoshop, PowerPoint, Illustrator, InDesign
Education
Northwestern University 2012 — 2016
Bachelor of Science (B.S.), Industrial Engineering and Economics
International Christian School 2008 — 2012
High School Diploma
RBC Wealth Management November 2011 - Present
RBC Wealth Management July 2006 - October 2011
BMO Financial Group 2006 - 2006
Scotiabank 2001 - 2005
Investors Group Financial Services Inc. 2000 - 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Mutual Funds, Investment Strategies, Mortgage Lending, Wealth Management..., Wealth, Risk Management, Estate Planning, Insurance, Banking, Retirement, Financial Advisory, Financial Services, Portfolio Management, Finance, Loans, Financial Planners, Credit, Securities, High Net Worth..., Certified Financial..., Wealth Accumulation, Personal Financial..., Asset Allocation, Investment Management, Holistic Financial..., Critical Illness, Pensions, Retirement Savings, Saving for Education, Personal Finance, ETFs, Segregated Funds, Asset Management, Bonds, Alternative Investments, Canadian Securities..., Fixed Annuities, Life Insurance, Private Banking, Residential Mortgages, Disability Insurance, Estate Tax Planning, Debt Consolidation, Personal Tax Planning, Debt Management
Education
FPSC
Certified Financial Planner
Canadian Securities Institue
Professional Financial Planning
Mohawk College
Financial Planning
BMO Financial Group December 2014 - Present
Rotman School of Management September 2012 - June 2014
Roshan June 2013 - August 2013
Citibank Singapore July 2010 - June 2012
UNI Strategic August 2009 - June 2010
Skills
Data Analysis, Negotiation, Microsoft Office, Public Speaking, English, Team Leadership, Financial Analysis, Market Research, Microsoft Excel, PowerPoint, Accounting, Financial Modeling, Leadership, Energetic team player, Matlab, Microsoft Word, Risk Management, Derivatives, Portfolio Management, Finance, Valuation, Credit Risk, Banking, Marketing Strategy, Teamwork, Fixed Income, Capital IQ, Financial Risk, Sales, SQL, Analysis
Education
University of Toronto - Rotman School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
Nanyang Technological University 2005 — 2009
Bachelor of Engineering (BEng), Bioengineering and Biomedical Engineering
Eminent Home Inspections Inc. March 2015 - Present
BMO Financial Group December 2014 - March 2015
Bank of Montreal October 2011 - December 2014
Bank of Montreal September 2010 - September 2011
Skills
Credit, Time Management, Retail Banking, Banking, Portfolio Management, Loans, Financial Services, Commercial Banking, Credit Risk, Leadership, Management, Business Analysis, Capital Markets, Change Management, Financial Modeling, Business Process, Project Planning, Risk Management, Relationship Management
Education
Mount Royal College 2013 — 2013
Certificate, Contract Management Extention Certificate
Panjab University 2005 — 2008
Bachelor of Arts
Lawerance Public School 2003 — 2005
12
International Association of Certified Home Inspectors 2014 — 2014
CERTIFIED HOME INSPECTOR, Building/Home/Construction Inspection/Inspector
BMO Harris Private Banking November 2013 - Present
BMO Financial Group July 2008 - November 2013
Wells Fargo May 2004 - July 2008
Skills
Banking, Coaching, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Sales Management, Internal Communications, New Business Development, Customer Satisfaction, Microsoft Word, Salesforce.com, Sales, Risk Management, Leadership Development, Finance, Leadership, Time Management, Credit, Networking, Process Improvement, Training
Education
Minnesota State University, Moorhead 2000 — 2003
Bachelor of Science (B.S.), Graphic Communications
North Dakota State University 1999 — 2001
BMO Financial Group March 2014 - April 2015
Presidents choice Financial February 2013 - September 2013
Rely-On LTD January 2012 - January 2012
Lac La Biche County July 2011 - September 2011
HMV October 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Bloomberg, Valuation, PowerPoint, Microsoft Office, Investments, Microsoft Word, Equity Research, Accounting, Derivatives, Portfolio Management, Equities, Strategic Financial..., Banking
Education
Northern Alberta Institute of Technology 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
NAIT
Bachelor of Business Administration, Finance
NAIT 2008 — 2010
Diploma, Finance
BMO Financial Group September 2013 - Present
University of Alberta September 2007 - April 2013
Department of Mathematics and Statistics September 2011 - December 2011
Philips and NEUsoft medical systems Co. January 2007 - August 2007
Skills
Applied Mathematics, Mathematical Modeling, Matlab, LaTeX, Theory, Mathematics, Algorithms, Statistics, R, Simulation, Simulink, Teaching, C++, Modeling, Research, Optimization, Programming, C, Quantitative Finance, Scientific Computing, Microsoft Excel, Mathematica, Time Series Analysis, Machine Learning, Statistical Modeling
Education
University of Alberta 2007 — 2013
PhD, Mathematical Finance, GPA 3.9
Northeastern University (CN) 2004 — 2007
MS, Operational Research and Cybernetics
BMO Financial Group July 2014 - Present
BMO Financial Group February 2013 - July 2014
National Bank of Canada December 2011 - October 2012
Skills
Banking, Analysis, Accounting, Customer Service, Loans, Retail, Credit, Retail Banking, Mutual Funds, Credit Analysis, Commercial Banking, Portfolio Management
Education
Nipissing University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sheridan College 2010 — 2012
Advanced Diploma, Finance
GE Digital Energy July 2014 - Present
MicroAge, Toronto October 2012 - May 2014
BMO July 2012 - October 2012
MicroAge, Toronto August 2011 - July 2012
Scotiabank May 2011 - August 2011
BMO Financial Group February 2011 - May 2011
ScotiaBank October 2006 - February 2011
Lumina Corporate Communications August 2003 - October 2006
MicroAge February 2002 - August 2003
Skills
Software Development, Application Development, Programming, Mobile Application..., .NET, ASP.NET, VB.NET, C#, IIS, ASP, Visual Basic, JavaScript, Node.js, VBScript, HTML, XML, Microsoft SQL Server, SQL, SQLite, Databases, TFS, Requirements Analysis, Business Analysis, SharePoint, Visio, SDLC, Integration, Windows, Vendor Management, ERP
Education
National University of Science and Technology "MISIS" (Moscow Institute of Steel and Alloys) 1982 — 1987
Diploma, Electronics
BMO Financial Group July 2011 - Present
ESPN Radio May 2011 - February 2013
Boys & Girls Club of Lake County November 2010 - June 2011
Canadian Controlled Media Communications June 2010 - October 2010
Howard, Merrell & Partners January 2010 - May 2010
ESPN Chicago May 2009 - August 2009
MMI Public Relations January 2009 - May 2009
WNCN (Media General, Inc.) January 2008 - May 2008
Skills
InDesign, PowerPoint, Photoshop, Microsoft Word, InCopy, Blogging, Event Planning, Research, New Media, Press Releases, Media Relations, Facebook
Education
Northwestern University 2012 — 2014
Masters of Arts in Sports Administration, Public Relations/Marketing
University of North Carolina at Chapel Hill 2006 — 2010
B.A., Political Science, Journalism & Mass Communication - Reporting Sequence
Lake Forest High School 2002 — 2006
BMO Financial Group January 2008 - March 2013
CIBC September 2006 - December 2008
Skills
Banking, Customer Service, Financial Analysis, Microsoft Excel, Equities, Fixed Income, Investments, Trading, Mutual Funds
Education
CSI
Derivative Fundamentals Course • Options Licensing Course
CSI
Canadian Securities Course • Conduct and Practices Handbook Course
Mohawk College
Accounting
BMO Financial Group April 2011 - Present
Wirecard payment solutions September 2004 - August 2010
NTS Internet Solutions September 2000 - June 2004
Skills
Business Analysis, Requirements Gathering, SDLC, Microsoft SQL Server, Databases, .NET, Agile Methodologies, Scrum, XML, User Acceptance Testing, SQL, Software Project..., Requirements Analysis
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1985 — 1993
Master's degree, Computer Science
International Financial Data Services Canada (IFDS) July 2015 - Present
International Financial Data Services January 2015 - July 2015
Metrolinx August 2014 - January 2015
Scotiabank October 2010 - August 2014
Scotiabank January 2009 - October 2010
BMO Financial Group October 2008 - January 2009
CIBC 2006 - 2008
CIBC 2005 - 2006
CIBC 2002 - 2004
CIBC 2001 - 2002
Skills
Banking, Business Analysis, Relationship Management, Risk Management, SDLC, Quality Assurance, Budgets, Requirements Management, Software Quality..., Credit Cards, Requirements Gathering, Retail Banking, Credit Risk, Requirements Analysis, User Acceptance Testing, Insurance, Business Process..., Vendor Management, PMO, Financial Services, Project Portfolio..., Software Documentation, Project Management, Portfolio Management, Change Management, Business Requirements
Education
Missouri State University 1997 — 1999
Master of Business Administration (M.B.A.), MBA
Universidad Metropolitana (VE)
Bachelor of Business Administration (B.B.A.), Banking and Finance
Humboldt Schule
High School/Secondary Certificate Programs
Cineplex Digital Solutions November 2014 - Present
BMO Financial Group December 2013 - November 2014
Bank of Montreal June 2013 - December 2013
Bank of Montreal January 2011 - June 2013
Skills
Financial Analysis, Team Leadership, Teamwork, Risk Management, Customer Service, Financial Reporting, Microsoft Excel, Microsoft Office, Accounting, Time Management, Sales, Financial Accounting, Business Strategy, Forecasting, Strategic Planning, Public Relations, Event Planning, HTML, Event Management, Social Media, Cost Accounting, Team Building, Tax, Credit, Management, Commercial Banking, Trading, Bookkeeping, Economics, Research, Social Skills, Portfolio Management, Social Networking, Credit Analysis, Negotiation, English, Market Research, Investments
Education
Mohawk College
Business Accounting
BMO Financial Group November 2013 - Present
Radius Financial July 2011 - October 2013
Invis August 2009 - January 2011
ResMor Trust Company September 2004 - August 2009
Bank of Montreal April 2000 - August 2004
The Associates 2000 - 2003
Skills
Sales, Residential Mortgages, Mortgage Industry, Public Speaking, Mortgage Lending, Insurance, Selling, Debt Consolidation, Refinance, Loans, Credit, Commercial Mortgages, Underwriting, Construction Loans, Mortgage Underwriting, Lines Of Credit, Reverse Mortgages, Banking, Financial Services, Leadership, Commercial Lending, Finance, Investment Properties, Funding, Investments, First Time Home Buyers, Business Development, Real Estate Financing, Strategic Financial..., Certified Mortgage..., Management, Home Equity Lines of..., Mortgage Banking, Consumer Lending, Rates, Commercial Banking, Mortgage Servicing, Real Estate, Credit Risk, Mortgage Marketing, Commercial Real Estate, Loan Origination, Relationship Management, Home Equity Loans, Credit Analysis, Consolidation
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Broker License, Mortgage Brokering
Mohawk College 1990 — 1993
Diploma, Business Marketing
BMO Financial Group September 2014 - Present
Tigroup June 2011 - August 2014
Novell 2002 - 2011
Cambridge Technology Partners March 1995 - July 2001
Stein Roe & Farnham May 1994 - March 1995
The Northern Trust Company March 1989 - May 1994
United States Navy June 1984 - January 1989
Skills
Program Management, Operations Management, Integration, Cloud Computing, Team Leadership, SDLC, Project Portfolio..., Business Process, Management, Strategy, Enterprise Architecture, Project Management, Solution Architecture, Enterprise Software, Consulting, Risk Management, Governance
Education
Naval Postgraduate School 1986 — 1986
Subspecialty Designation
Northwestern University 1980 — 1984
BA
C. E. Jordan High School 1977 — 1980
Diploma
BMO Financial Group September 2014 - Present
TD Wealth Management October 2012 - July 2013
TD Bank Group December 2010 - October 2012
Polytechnic University September 2007 - June 2008
Skills
Analysis, Banking, Internal Audit, Risk Management
Education
Odessa State Polytechnic University 2003 — 2008
Bachelor, Enterprise Economics and Business
Seneca College of Applied Arts and Technology
Certificate of Applied; Bachelor, Business; psychology and sociology; Enterprise Economics and Business; Economics and Finance
RBC August 2012 - Present
RBC January 2012 - July 2012
RBC August 2011 - January 2012
BMO Financial Group 2010 - 2011
Siemens Pakistan Engineering Co. Ltd August 2004 - July 2009
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Business Administration
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2004 — 2005
MS, Computer Science
National University of Computer and Emerging Sciences 2000 — 2004
BS, Computer Science
Bell Aliant July 2012 - Present
Bell Aliant June 2009 - July 2012
Munden's Moving Ltd. April 2008 - May 2009
BMO Financial Group May 2007 - April 2008
Skills
Financial Analysis, Financial Reporting, Strategy, Policy, Management Consulting, Team Leadership, Risk Management, Finance, Budgets, Business Process..., Change Management
Education
Atlantic School of Chartered Accountancy 2009 — 2011
Chartered Accountant
Mount Saint Vincent University 2005 — 2009
BBA, Accounting
University of King's College 2004 — 2005
Foundations of Journalism
BMO Harris Bank July 2014 - Present
BMO Financial Group December 2012 - July 2014
BMO Financial Group January 2011 - December 2012
Deloitte January 2009 - January 2011
Teas By Voudou January 2007 - December 2009
Deloitte September 2007 - January 2009
Deloitte October 2004 - October 2007
Grant Thornton August 2002 - October 2004
Skills
Business Process..., Management Consulting, Change Management, Business Strategy, Performance Management, Program Management, Leadership, Process Improvement, Strategy, Mergers & Acquisitions, Risk Management, Financial Services, Management, Mergers, Banking, Cost Reduction, Start-ups, People Management, Lean Transformation, Corporate Finance, Transformation, Operations, Operational Risk..., Business Process..., Business Analysis, Financial Analysis, Project Management, Financial Sector, Direct Sales, New Business Development, Employee Engagement, Employee Training, Strategic Planning, Consulting, Business Transformation, Strategic Consulting, Operational Excellence, Treasury Management, Payments, Working Capital..., Financial Modeling
Education
Northwestern University 2015 — 2015
Certified Treasury Professional
Can-Fit-Pro 2007 — 2007
Personal Fitness Trainer
York University - Schulich School of Business 2000 — 2002
MBA with Distinction
Western University 1995 — 1999
BA with Honors
BMO Financial Group August 2015 - Present
Westport One (BMO Harris) February 2014 - Present
SNI Staffing (Suncoke Energy) September 2013 - September 2013
OfficeTeam (ST Residential) February 2013 - March 2013
OfficeTeam (Center for Financial Services Innovation) October 2012 - February 2013
Federal Reserve Bank of Chicago January 2006 - April 2010
Federal Reserve Bank of Chicago January 2004 - December 2005
Federal Reserve Bank of Chicago May 1992 - December 2004
Skills
Microsoft Word, Outlook, Office Administration, Executive Level..., Heavy Calendaring, Handle Confidential..., Positive Can-do Attitude, PowerPoint, SharePoint, Lotus Notes, MS Access, Office Equipment..., Phone Coverage, Follow-through Skills, Work Well Independently, Time & Attendance, Ordering Office Supplies, Travel Arrangements, Excellent Attendance..., Google Calendar, Access, Administrative..., Customer Service, Executive..., Microsoft Excel, Process Scheduler, Salesforce.com
Education
MOS Master Certification (In Progress)
Northeastern Illinois University
Triton College
Associate of Applied Science
BMO Financial Group November 2013 - Present
Self-Employed January 2013 - January 2015
Miles Nadal Jewish Community Centre March 2011 - January 2013
H2 Central Marketing and Communications 2010 - 2011
HSBC Bank Canada 2009 - 2010
CIBC Wood Gundy 2006 - 2009
XtraNet, Toronto 2005 - 2005
Rogers Wireless 2002 - 2005
Seagram Canada 2000 - 2002
Braemar, Dylex Inc 2000 - 2000
Skills
Marketing Communications, Integrated Marketing, Media Relations, Marketing Strategy, Advertising, Social Media, Strategic Communications, SEO, Internal Communications, Blogging, Event Management, Event Planning, Marketing, Corporate Communications, Digital Marketing, Editing, Product Marketing, Budgets, Newsletters, Public Relations, Social Media Marketing, Facebook, Digital Media, CRM, Management, Brand Management, Press Releases, Market Planning, Copywriting, Publishing, Strategic Planning, Email Marketing, Online Marketing, Publicity, Direct Marketing, Social Networking, Communications Planning, Online Advertising, Content Development
Education
Mount Saint Vincent University 1993 — 1997
Bachelor of Arts
Ryerson University
Certificate
BMO Financial Group July 2013 - Present
Trustmark Companies January 2013 - July 2013
Northern Trust July 2012 - November 2012
BMO Financial Group September 2011 - July 2012
Advocate Health Care January 2011 - August 2011
Exelon December 2010 - January 2011
Artemis Technology, LLC September 2009 - December 2010
Microsoft April 2008 - September 2009
General Growth Properties (GGP) 1998 - 2008
Commerce Clearing House 1995 - 1998
Skills
Problem Solving, Requirements Analysis, Cloud Computing, Deployment, Vendor Management
Education
Northwestern University 1995 — 1998
Bachelor, Communication Systems
DeVry University 1990 — 1994
Information Systems
Bank of Montreal February 2015 - Present
BMO Financial Group October 2013 - Present
Ontario Securities Commission May 2013 - October 2013
Law Department, Kerry County Council July 2011 - April 2013
Law Department, Kerry County Council April 2009 - March 2011
Compton Aylmer 2011 - 2011
Skills
Legal Advice, Conveyancing, Property Law, Legal Research, Licensing, Dispute Resolution, Civil Litigation, Legal Issues, Commercial Litigation, Environmental Law, Business Litigation, Document Drafting, Corporate Governance, Legal Writing, Litigation, Personal Injury..., Courts, Litigation Support, Employment Law, Administrative Law, Contract Law, Legal Opinions
Education
Law Society of Ireland 2008 — 2010
National University of Ireland, Galway 2002 — 2006
llb, legal science english
OLG October 2013 - Present
BMO Financial Group August 2012 - October 2013
OLG 2001 - 2013
CIBC 2007 - 2012
Skills
Compliance, Risk Management, Leadership, Critical Thinking, Problem Analysis, Multi Tasking, Anti Money Laundering, Team Building, Marketing Communications, Gaming Industry, Gaming Law, Employee Training, Management, Regulatory Requirements, Customer Service, Economic Sanctions, AML, Casino
Education
Mohawk College 2000 — 2003
Associate's degree, Public Relations, Advertising, and Applied Communication
BMO Financial Group March 2015 - Present
Symbius Medical, LLC January 2015 - March 2015
Symbius Medical, LLC October 2012 - December 2014
Van Tuyl Automotive Investment Group October 2011 - October 2012
Universal Investments, LP June 2008 - May 2011
Skills
Accounting, Forecasting, Financial Analysis, International Business, Business Development, Finance, Marketing, Public Speaking, Accounts Payable, P&L Analysis, Entrepreneurship, Financial Accounting, Business Intelligence, Project Management, Public Relations, Russian, Trend Analysis, Microsoft Excel, Financial Reporting, Capital Budgeting, Financial Modeling, Organizational..., Cultural Awareness, Market Research, Marketing Strategy, Statistical Data..., Competitive Analysis, Market Analysis, Due Diligence, Business Planning, Managerial Finance, Investments, Mergers & Acquisitions, Financial Forecasting, Accruals, Variance Analysis
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (M.B.A.), International Business, 3.86
Northern Arizona University, College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business, 3.53
BMO Financial Group 2013 - Present
Robi Axiata Limited (Telecommunications) 2006 - 2012
Citycell (Telecommunications ) 2004 - 2005
Standard Chartered Bank 2001 - 2004
Skills
Business Strategy, Business Development, Business Planning, Strategic Planning, Change Management, Telecommunications, Project Management, Analysis, Corporate Social..., Business Analysis, Project Planning, Strategic Communications, Market Research, Team Building, Leadership, Strategy, Marketing Communications, Compliance, Customer Service
Education
National University of Singapore 1996 — 1998
Masters, Public Policy
University of Santo Tomas 1992 — 1996
Bachelor of Science, Ecomonics
BMO Financial Group January 2014 - Present
City of Calgary June 2012 - January 2014
City of Calgary March 2010 - February 2012
City of Calgary July 2008 - March 2010
TransAlta July 2004 - July 2008
Skills
Strategic Communications, Media Monitoring, Writing, Speech Writing, Grant Writing, Editing, Copy Editing, Website Management, Community Organizing, Community Relations, Coaching, Non-profit..., Board Leadership, Community Development, Public Relations, Marketing Communications, Project Management, Community Outreach, Policy, Leadership, Community, Change Management, Corporate Communications, Public Speaking, Press Releases, Issues Managment, Fundraising, Internal Communications, Communications Planning, Media Relations, Community Engagement, Event Planning, Social Media, Event Management, Volunteer Management, Content Management, Newsletters, Web Content, Project Planning, Blogging, Nonprofits, Workshop Facilitation, Public Engagement, Government, Reputation Management, Internal & External..., Spokesperson, Marketing, Politics, Public Policy
Education
Penn State University 2010 — 2012
Masters, Community & Economic Development, 3.80
Mount Royal University 1996 — 2001
Applied Communications, Journalism
Mount Royal College 1997 — 1999
Social Work Diploma, Social Work
Gallagher Bassett Services, Inc. September 2014 - Present
BMO Financial Group 2013 - 2014
DL Consulting LLC 2012 - 2013
Allstate January 2012 - July 2012
Allstate Bank February 2009 - December 2011
Allstate July 2007 - December 2011
LaSalle Bank 1997 - 2007
Andersen Consulting 1994 - 1997
Skills
P&L Responsibility, Strategic Sourcing, Forecasting, Budget, Procurement, Finance, Expense Management, Procurement and..., Building New Business, Establishing Business..., Business Strategy, Strategy Implementation, Reducing Operating Costs, Financial Reporting, Budgets, Management, Strategy, Analysis, Business Operations, P&L Management, New Business Development, Analytics, Banking, Strategic Planning, Due Diligence, Operations Management, Executive Management, CRM
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Marketing, Health Services Management
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
BS, Accounting
Bell Canada November 2007 - Present
Bank of Montreal November 2003 - November 2006
BMO Financial Group 2002 - 2006
IBM November 1997 - November 2000
Cadbury Trebor Bassett February 1996 - June 1997
Education
Moscow Power Engineering Institute (Technical University) 1982 — 1987
Northwestern Mutual 2012 - Present
Bank of America 2011 - 2012
Bank of America 2007 - 2011
Bank of America 2006 - 2007
Bank of America 2001 - 2006
Bank of America 2000 - 2001
Bank of America 1999 - 2000
Industrial Bank of Japan 1997 - 1999
Crédit Agricole 1995 - 1997
BMO Financial Group 1992 - 1995
Education
J.L. Kellogg Graduate School of Management 1999 — 2001
MBA
Northwestern University 1994 — 1999
B.Sc.
Bank of Montreal September 2011 - Present
BMO Financial Group November 2010 - September 2011
IBM May 2002 - November 2010
Skills
Websphere, DB2, SOA, Java Enterprise Edition, WebSphere Application..., Web Services, EJB, Agile Methodologies, Ant, RAD, Software Development
Education
Nanyang Technological University
Master, Transportation Information System, GIS, GPS
Southeast University
B.Eng, Civil Engineering
Western University
Bachelor, Computer science
Innovacorp May 2014 - Present
Innovacorp June 2011 - Present
NSCC January 2010 - Present
Innovacorp August 2009 - June 2011
BMO Financial Group January 2008 - July 2009
Flagstone Reinsurance Holdings Ltd. 2006 - 2007
ExxonMobil May 1998 - July 2006
Skills
Mentoring, Strategic Planning, Business Strategy, Change Management, Team Leadership, Leadership, Performance Management, Start-ups, Organizational..., Business Planning, Leadership Development, Team Building
Education
Nova Scotia Community College 1994 — 1995
Post Grad Diploma, HR Management
Mount Saint Vincent University 1989 — 1993
BSc, Psychology, Biology
BMO Financial Group October 2013 - Present
American Express July 2010 - October 2013
Wal-Mart May 2009 - July 2010
Williams-Sonoma, Inc. February 2005 - May 2009
Williams-Sonoma, Inc. June 2003 - February 2005
PBIPL 2001 - 2003
Skills
ETL, Microstrategy, Teradata, SDLC, Crystal Reports, Ab-initio, Data Warehousing, DB2, Oracle, Unix, Ab Initio, Databases, Unix Shell Scripting, Requirements Analysis, Business Intelligence, Data Migration, SQL, PL/SQL, Performance Tuning, Business Analysis, Shell Scripting, Testing, Data Modeling, System Testing, Data Integration, Business Objects
Education
Nagpur University 1997 — 2001
BE, Electrical
DL DAV Pitampura 1995 — 1997
State Street June 2015 - Present
State Street Trust Company Canada February 2013 - June 2015
State Street Trust Company Canada February 2012 - February 2013
BMO Financial Group August 2007 - January 2010
Skills
Research, CRM, Business Analysis, Financial Analysis, Business Strategy, Fund Administration, Account Reconciliation, Trade Operations, Project Management, Accounting, Management, Analysis, Team Leadership
Education
York University - Schulich School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Strategic Management
National University of Singapore 2010 — 2010
Chaminade College School 2003 — 2007
BMO Financial Group August 2015 - Present
- May 2013 - Present
Penad Pension Services Ltd. June 2000 - August 2015
Morneau Sobeco March 1999 - June 2000
Timelog Systems (Certicom Corporation) May 1998 - March 1999
Skills
Windows 8 / Windows..., Visual Studio, C#, Microsoft SQL Server, JavaScript, Crystal Reports, SQL, Databases, JQuery, HTML5, CSS3, JSON, XML, XSLT, Web Application Security, C++, Delphi, ASP.NET, Web Applications, Web Development, Mobile Applications, XAML, Relational Databases
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
Master, Power Engenireeng and Computer Science
BMO Financial Group June 2013 - Present
Skills
Leadership, Microsoft Office, Customer Service, Banking, Microsoft Word, Risk Management, Financial Analysis, Credit, Team Leadership, Research
Education
Mount Saint Vincent University
BMO Financial Group December 2014 - Present
Ministry of Foreign Affairs in Taiwan May 2014 - September 2014
TD May 2013 - May 2014
Denny's January 2008 - March 2014
RBC April 2012 - March 2013
Tommy Hilfiger October 2010 - April 2011
Vancity October 2009 - November 2009
Skills
Microsoft Office, Microsoft Excel, Leadership, Event Planning, Organization, Customer Service, Teamwork, Public Speaking, Time Management, Marketing Strategy, Strategy, Sales, CRM, Facebook, Research, Access, Financial Analysis, Banking
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, General, With Honours
National Taiwan Normal University 2012 — 2012
Chinese Language and Literature, 97%
moscrop
moscrop
Intact May 2015 - Present
Scotiabank January 2012 - May 2015
BMO Financial Group November 2010 - January 2012
Broadridge August 2007 - November 2010
Automatic Data Processing August 2005 - August 2007
Celestica April 2004 - August 2005
Skills
Java, J2EE Architecture, Websphere, Open Source Software, Middleware, SOA, oracle, DB2/SQL, C++, Risk Management, Multithreading, Web Services, AOP, Commercial Banking, ETL, PL/SQL, Autosys, Credit Risk, Unix Shell Scripting, Derivatives, J2EE, Distributed Systems, Object Oriented Design, Relational Databases, Spring, Ant, Hibernate, JUnit, JNDI, iBatis, Sybase, JMS, Struts, DB2, JDBC, UML, EJB, XML, SOAP, Design Patterns, Agile, Oracle, Java Enterprise Edition, Spring Framework, JBoss Application Server, Agile Methodologies, SDLC
Education
Northeastern University (CN)
Bachelor's Degree, Engineering Science
University of Toronto
Bachelor's Degree, Computer Science
Connect First Credit Union January 2012 - Present
Canadian Western Bank May 2009 - January 2012
BMO Harris Private Banking June 2004 - September 2008
BMO Financial Group May 2002 - June 2004
BMO Financial Group April 2000 - May 2002
Holden International 1997 - 2000
Scotiabank 1996 - 1997
National Trust 1984 - 1996
Skills
Sales Management, Coaching, Financial Planning, Wealth Management, Strategic Planning, Team Leadership, Banking, Business Strategy, Strategic Financial..., Financial Services, Investments, Sales, Finance, Training, Business Development, Insurance, Strategy, Leadership, Retail Banking, Management, Mortgage Lending, Leadership Development, Mutual Funds, Recruiting, Sales Process, Investment Strategies, Loans, Cross-functional Team..., Commercial Banking, Portfolio Management, Analysis, Risk Management, Retirement Planning, Relationship Management, Credit, Financial Advisory, Investment Advisory, Wealth Management..., Credit Analysis, Residential Mortgages, Financial Analysis, Asset Management, Financial Risk, Asset Allocation, Consumer Lending, Securities, Retirement, Commercial Lending, Credit Risk, High Net Worth...
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Education - Accelerating Sales Force Performance
Financial Planners Standards Council 1992 — 1994
CFP, Financial Planning
Shoreline Community College 1976 — 1978
Associate Degree, Arts and Sciences
Dale Carnegie
Effective Communications and Human Relations
Seattle Pacific University
Marketing
The Coaches Training Institute
CPCC, Coaching
wazSUP July 2015 - Present
BMO Harris Financial Advisors October 2014 - August 2015
BMO Financial Group March 2013 - October 2014
Northwestern Mutual July 2012 - March 2013
Northwestern Mutual October 2010 - July 2012
Skills
Strategic Financial..., Retirement Planning, Finance, Investments, Financial Analysis, Financial Modeling, Retirement, Fixed Annuities, Wealth Accumulation, Employee Benefits, Banking, Disability Insurance, Budgets, Risk Management, Management, CRM, Microsoft Office, Marketing, Sales, Needs Analysis, HTML, Networking, Series 63, Mutual Funds, Estate Planning, IRAs, Financial Services, Recruiting, Objective-C, Visual C++, PHP, VNC, VPN, FTP, Photoshop, Debugging, Social Media Marketing, Series 7, C++, Analysis, Wealth Management, Strategy, Asset Allocation, Budgeting, SSH, Portfolio Management, Insurance, Leadership, Salesforce.com, Financial Advisory
Education
HBX Harvard Business School
Core: Credential of Readiness
Rasmussen College-Illinois
Bachelor of Science (B.S.), Finance, GPA 3.82
Northern Illinois University
Economics
Grant Community High School
High School Diploma, General Studies
Hoffman Estates Highschool
BMO Private Banking January 2015 - Present
BMO Financial Group March 2009 - January 2015
Desjardins Financial Security Independent Network June 2007 - March 2009
Skills
Wealth
Education
Mount Royal University 2004 — 2008
Bachelor of Financial Services (Applied), Finance and Financial Management Services
SunTrust May 2015 - Present
BMO Financial Group 2013 - Present
BMO Financial Group 2010 - 2013
BMO Financial Group 2007 - 2010
Allied First Bancorp 2006 - 2007
Allied First Bancorp 2001 - 2006
Allied First Bancorp 2000 - 2001
Skills
Business Strategy, Strategic Planning, Risk Management, Investments, Portfolio Management, Corporate Finance, Capital Markets, Strategic Financial..., Financial Analysis, Equities, Private Equity, Series 7, Investment Banking, Asset Managment, Securities, Series 63, Marketing Strategy, Market Research, Asset Management, Finance, Financial Planning, Financial Modeling, Strategy
Education
University of St. Francis 2004 — 2006
MBA
North Central College 1996 — 2000
B.A., Finance
Plainfield High School
Credilogy May 2014 - Present
Government of Canada 2010 - Present
CIBC 2005 - 2007
BMO Financial Group 2005 - 2006
Skills
Accounting, Office Management, Customer Service, Technical Translation, Medical Translation, Legal Translation, Translation, Branch Banking, Income Tax, Corporate Tax, Accounts Receivable, Leadership, Payroll, Research, Public Speaking, Project Management, Training, Accounts Payable, Team Leadership, QuickBooks, Time Management, Strategic Planning, Microsoft Office
Education
Slate Training Centre Edmonton 2008 — 2009
Computerized Accounting Honors, Accounting and Finance
University College London, U. of London 1996 — 1998
Bookkeeping and Accountancy/ Practical Psychology, Accounting/Psychology
Northern Alberta Institute of Technology 1996 — 1997
Teller Training, Accounting and Finance
BMO Financial Group August 2007 - Present
Anchor Bank 2003 - June 2007
University Wisconsin Credit Union 1998 - 2002
Skills
Asset Allocation, Banking, Customer Service, Finance, Business Analysis, Financial Analysis, Investments, Retirement, Retirement Planning, Strategic Financial..., Wealth Management
Education
Minnesota School of Business 1994 — 1997
BS, Sales and Marketing
BMO Financial Group August 2005 - October 2013
H&R Block September 2004 - April 2006
General Mitchell Airport August 1991 - December 2003
Skills
Commercial Leases,..., Microsoft Excel, Microsoft Word
Education
Cudahy High School 1981 — 1985
High School Diploma, General Studies
Milwaukee Area Technical College
Associate's degree, IT Computer Support Specialist, B+
Scotiabank April 2014 - Present
Scotiabank December 2012 - April 2014
ING Direct November 2010 - December 2012
BMO Financial Group November 2009 - November 2010
WIND Mobile October 2007 - November 2009
Trillium Health Centre October 2006 - October 2007
Canada Life August 2005 - October 2006
Skills
Quality Assurance, User Acceptance Testing, Test Planning, Quality Center, Regression Testing, Test Cases, Software Quality..., Test Management, Test Strategy, System Testing, SDLC, QTP, Mainframe, Visual Basic, Unix, SQL, Monkey Tool, Functional Testing, Web Services, Weblogic, Storm, SoapUI, Java, LoadRunner, Bugzilla, Apache, Site Scope, Web Load, VB Scripting, SQL Quries
Education
Toronto College in Toronto 2002 — 2004
Master of Computer Applications (M.C.A.), MCSE, QA Tester, SAP, BIW
Oklahoma State University 1996 — 2001
Bachelor of Science (BS), Computer Science
Kansas State High School, Wichita, Kansas 1992 — 1994
High School Diploma, Science, 12
BMO Financial Group June 2015 - Present
Skills
Internal IT controls..., IT Audit, Risk Management..., Product Management, Requirements Analysis, Software Development, Problem Solving, Business Analysis, Security, Strategy, Management, Cloud Computing, Competitive Analysis, IT Strategy, Risk Management, Product Development, Strategic Planning, Data Analysis, Project Management
Education
New York University 2009 — 2011
MS, Management of Technology
University of Pune 2002 — 2005
BE, Mechanical Engineering
Technical Education Board 1998 — 2001
Diploma in Mechanical Engineering, Mechanical Engineering
BP 2007 - Present
BMO Financial Group January 1994 - December 2002
Skills
Management, Strategic Planning, Vendor Management, Project Management, Process Improvement, Contract Negotiation, Risk Assessment, Legal Assistance, Real Estate, Compliance, Negotiation, Corporate Governance, Budgets, Banking, Team Building, Business Relationship..., Client Relationship..., Corporate Law, Customer Satisfaction, Sales Process, Document Review, Leadership, Consulting, Customer Service, Disaster Recovery, Windows, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Office Management, Office Administration, Quality Control, Writing, Staff Development, Cost Management, Cost Planning, Cost Reporting
Education
University of South Florida
Bachelor of Fine Arts
New York University
Art Appraisal, Art/Art Studies, General, Certification of Art Appraisal
Schulich International Case Competition October 2012 - October 2013
BMO Financial Group September 2009 - August 2012
Enterprise Holdings February 2009 - September 2010
Veritas Communications May 2008 - November 2008
BMO Financial Group March 2003 - May 2008
Skills
Marketing Communications, Marketing, Advertising, Management, Marketing Strategy, Digital Marketing, Strategy, Sales, Business Strategy, Budgets, Event Management, Project Management
Education
Schulich School of Business, York University
Master of Business Administration
Northwood University
Bachelor of Business Administration (B.B.A.)
BMO Financial Group July 2014 - Present
BMO Financial Group August 2013 - July 2014
BMO P&C Canada March 2011 - July 2012
BMO Bank of Montreal Corporate Services October 2009 - March 2011
BMO Financial Group July 2008 - October 2009
BMO Financial Group April 2003 - July 2008
Skills
Banking, Project Planning, Vendor Management, Resource Management, Risk Management, Financial Analysis, Financial Reporting, Presentations, Coordination, Project Management, Leadership, Change Management, Project Delivery, PMP, User Acceptance Testing, SDLC
Education
Ryerson University 2014 — 2015
Continuing Education - Project Management Certification Program, Project Management
Niagara University 2006 — 2008
Masters, Education
York University 2002 — 2006
BA Honours, Political Science & Law in Society
BMO Financial Group November 2013 - April 2015
Standard Bank & Trust Co. February 2007 - November 2013
Harris Bank October 2006 - February 2007
Harris Bank May 1991 - October 2006
Mercantile National Bank of Indiana 1991 - 2004
Skills
Banking, Commercial Banking, Security, IT Strategy, Retail, Information Security..., Payments, Mobile Banking, Operations, Web Analytics, Risk Management, Retail Banking, Project Management, Internet Banking, Integration, Process Improvement, Disaster Recovery, Management, Financial Analysis, Business Analysis, Outsourcing, Finance, Mergers & Acquisitions, Commercial Lending, Portfolio Management, Financial Risk, Treasury Management, Credit Risk, Credit
Education
Northwestern University 1998 — 1999
MS, Communications Strategy and Management
Wabash College 1981 — 1985
BA, Economics
Munster High School
BMO Financial Group December 2011 - Present
BMO Harris Bank April 2005 - December 2011
United Airlines January 2000 - August 2004
United Airlines December 1997 - January 2000
United Airlines September 1997 - December 1997
Skills
Internal & External..., Public Relations, Crisis Communications, Media Relations, Brand Development, Management, Communications Planning, Writing, Executive Support, Marketing Event Planning, Leadership, Corporate Communications
Education
Northern Illinois University 1993 — 1997
Bachelor of Arts Degree in Corporate Communications, Emphasis/Concentration: Public Relations and Advertising
Sears Canada January 2015 - Present
BMO Financial Group May 2014 - December 2014
Loblaw Companies Limited December 2010 - January 2014
ALOE Systems, Inc. September 2009 - December 2010
GAO RFID November 2008 - June 2009
DATALOGIC/PSC, E.E. Gmbh. May 2006 - October 2008
Siemens November 2003 - April 2005
Service Plus Group December 2001 - November 2003
USAID Y2K Resource Centre March 1999 - January 2000
McDonald's Corporation February 1997 - March 1999
Skills
Technical Support, Hardware, CRM, Information Technology, RFID+, Operating Systems, Project Management, Printers, Help Desk Support, IT Strategy, Retail, Retail/Warehouse..., Pre-sales, Troubleshooting, RFID Access Control..., CUSTOMER SERVICE AND..., Controllers, Windows 7, Wireless, Barcode Scanners,..., PC, Routers, Storage,..., Advanced MS Office..., Windows XP/7, MAC OS., WMS Manhattan., CRM REMEDY., Anti-theft..., CCTV SpeedDomes, Fixed..., TECHNICAL WRITING –..., Team Leadership
Education
MIPT 1985 — 1991
Bachelor’s and Master's, Engineering Physics
67
67
Growing Home Inc. October 2013 - Present
Synchrony Financial September 2013 - Present
BMO Financial Group April 2012 - September 2013
The Kessler Group August 2008 - March 2012
WWF November 2003 - July 2008
Skills
Segmentation, Analytics, Data Analysis, SAS, Analysis, Business Analysis, Credit Cards, Marketing, Market Research, CRM, Competitive Analysis, Leadership
Education
Northeastern University 1997 — 2001
BS, Chemical Engineering
BMO Financial Group May 2012 - April 2013
BMO Financial Group January 2010 - April 2012
BMO Financial Group March 2007 - December 2009
BMO Financial Group November 2005 - March 2007
BMO Financial Group April 2000 - October 2005
Skills
SDLC, Software Development, Business Analysis, Agile Methodologies, Project Management, Risk Management, SOA, Software Project..., Derivatives, Management, Enterprise Architecture, IT Strategy, Requirements Gathering, Systems Analysis, Requirements Analysis, Data Warehousing, Project Portfolio..., Capital Markets, ITIL, PMO, Web Services, Solution Architecture, Data Modeling, Leadership, IT Management, .NET, Business Intelligence, Marketing, Business Strategy, Collaborative Problem..., PMP
Education
York University - Schulich School of Business 2014 — 2015
Master of Business Administration (M.B.A.), General
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (M.B.A.), General
Sun Yat-Sen University 1990 — 1994
Bachelor's degree, Computer Science
CIBC 2014 - Present
BMO Financial Group 2013 - 2014
IBM Canada Ltd. 2007 - 2012
Equant 2005 - 2006
Convergia 2003 - 2005
Skills
Oracle RAC, RMAN, SQL Tuning, AIX, Data Guard, High Availability, Performance Tuning, Solaris, Unix Shell Scripting, PL/SQL, Oracle, Data Warehousing, Shell Scripting, Database Administration, Database Design, Oracle Enterprise..., Unix, Cluster, Data Migration, Data Modeling, Databases, ETL, HP-UX, Replication, Disaster Recovery, Red Hat Linux, Oracle E-Business Suite, Grid Computing, Weblogic, DB2, Linux, Enterprise Architecture, OBIEE, IBM AIX
Education
Northeast Normal University
Charles Schwab June 2014 - Present
Western Union March 2014 - May 2014
Western Union August 2013 - February 2014
Popular Community Bank October 2005 - July 2013
BMO Harris Bank 2003 - 2005
BMO Financial Group 2001 - 2003
BMO Financial Group 1999 - 2001
Spanish Coalition for Jobs February 1997 - March 1999
Jalisco State Transportation Company March 1993 - August 1995
Skills
Credit Cards, Business Development, Product Management, Management, Relationship Management, Credit, Debit Cards, Leadership, CRM, Electronic Payments, Credit Analysis, Project Management, Merchant Services, Marketing Strategy, Manage Client..., Business Process..., Hispanic Market, Bilingual, Prepaid cards, Customer Service, Global Marketing, Financial Services, Banking
Education
Bank Of Montreal/Harris Nesbitt 2001 — 2002
Commercial Banking Credit Training Program, Commercial Banking
North Park University 1996 — 1998
Courses toward a Master of Business Administration
Universidad de Guadalajara 1989 — 1993
Bachelor's degree, Public Administration
BMO Financial Group October 2008 - Present
AIC January 2005 - May 2008
AIC Group of Funds September 1998 - January 2005
Acuity Investments Inc. January 1996 - September 1998
AGF Management Limited 1991 - 1995
Skills
Project Management, Risk Management, Strategy, Investments, Quality Assurance, Management, ITIL, Visio, SDLC
Education
Learning Tree 2005 — 2006
Certified Advanced Project Manager
Mohawk College 1988 — 1991
BMO Financial Group September 2013 - Present
eHealth Ontario December 2011 - August 2013
Roshan 2011 - 2011
Ontario Education Collaborative Marketplace (OECM) June 2009 - November 2010
Canadian Imperial Bank of Commerce May 2004 - May 2009
IBM April 2002 - May 2004
Manulife Financial April 2000 - April 2001
Skills
Strategic Sourcing, Vendor Management, Procurement, Sourcing, Contract Negotiation, Supply Chain, Supply Chain Management, Supply Management, Process Improvement, Change Management, Purchasing, Contract Management, Global Sourcing, Negotiation, Business Process..., Cross-functional Team..., Project Management, Outsourcing, Strategic Planning, Team Leadership
Education
Norwich University 2005 — 2007
Master of Arts, International Relations
The University of Texas at San Antonio 1988 — 1994
Bachelor of Arts, Psychology
Hewlett-Packard Enterprise Services January 2011 - August 2014
Bank of Montreal April 2009 - December 2010
Bank of Montreal January 2006 - April 2009
BMO Financial Group January 2006 - April 2009
BMO Nesbitt Burns August 1995 - December 2005
Cancer Care Ontario February 1993 - August 1995
Skills
HP-UX, Enterprise Architecture, Strategic Planning, Unix, Servers, IT Strategy, VMware, Storage, HP Data Protector, HP StoreOnce, HP 3PAR, Integration, SDLC, Solution Architecture, HP, Disaster Recovery
Education
Mohawk College 1981 — 1983
Architectural Technologist, Architecture
North Park Collegiate 1976 — 1981
BMO Financial Group May 2013 - Present
Bank of Montreal December 2001 - June 2013
zoom commerce Inc January 2001 - September 2001
Sybase August 1997 - December 2000
Skills
AIX, Business Intelligence, Data Warehousing, Credit Cards, SDLC, Unix Shell Scripting, Database Design, Unix, SQL, Databases, ETL, Microsoft SQL Server, Database Administration
Education
Nanjing University 1988 — 1992
Bachelor's degree, Computer Science
BMO Financial Group April 2014 - May 2015
Scotiabank November 2012 - December 2013
BMO Financial Group November 2011 - November 2012
ResMor Trust Company October 2010 - November 2011
JPMorgan Chase & Co. August 2009 - October 2010
BMO Financial Group August 2007 - August 2009
Moneris May 2005 - April 2007
Skills
Requirements Gathering, Business Analysis, Business Process..., Requirements Analysis, Microsoft SQL Server, Test Planning, SDLC, Process Improvement, Software Project..., Data Warehousing, Systems Analysis, Visio, Business Requirements, Business Process Mapping, User Acceptance Testing, Credit Cards, Business Intelligence, Agile Methodologies, Testing, Data Modeling, Quality Center, SQL, DB2, Vendor Management, SharePoint, Business Process, PMO, Integration, Oracle, PMP, UML, COBOL, Business Objects, Databases, Software Documentation, SOA, ETL, Functional..., MS Project, Waterfall, Enterprise Architecture
Education
Ohio University 1999 — 2002
Master, Computer Science
University of International Business and Economics 1994 — 1997
Master, MBA
BMO Financial Group December 2014 - Present
Literacy Council of Greater Waukesha January 2011 - Present
BMO Financial Group November 2008 - December 2014
Marshall & Ilsley Corporation May 2007 - October 2008
Marshall & Ilsley Corporation August 2004 - May 2007
Skills
Data Analysis, Analytics, Data Mining, Data Management, Market Research, Banking, Compliance, Risk Management, Microsoft Office, MapInfo, ArcMap, Financial Analysis, Mergers & Acquisitions, Credit Analysis, Financial Services, Analysis
Education
Northwestern University 2015 — 2017
MS, Predictive Analytics, Current GPA, 3.70
University of Wisconsin-Oshkosh 1999 — 2003
BBA, Economics
BMO Financial Group December 2013 - Present
SeyfarthLean Consulting January 2009 - November 2013
Seyfarth Shaw LLP January 2006 - December 2008
Seyfarth Shaw LLP January 2005 - January 2006
Seyfarth Shaw LLP November 2003 - January 2005
D'Ancona & Pflaum January 1996 - November 2003
D'Ancona & Pflaum September 1989 - December 1995
Toscany Imports 1983 - 1984
Skills
Corporate Law, Mergers & Acquisitions, Employment Law, Corporate Governance, Litigation, Intellectual Property, Contract Negotiation, Commercial Litigation, Due Diligence, Joint Ventures, Mergers, Licensing, Leadership
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Business
Northwestern University School of Law 1985 — 1989
JD, Law
University of Massachusetts, Amherst 1973 — 1977
Bachelor’s Degree, Fine Arts- Ceramics
HR Professional/Hope Ferguson/Consultant June 2007 - Present
BMO Financial Group 1997 - May 2007
BMO/Harris Bank 1995 - 1997
Harris Bank Barrington 1994 - 1995
First National Bank & Trust Co. of Barrington/Harris Bank Barrington 1981 - 1994
Skills
Advice & counsel, Strategic Planning, Policy, Client Support, Terminations, Training & Development, Troubleshooting, Leadership Development, Employee Training, Human Resources, Personnel Management, Recruiting, Performance Management, Management, Training, Interviews, Talent Management, Career Development, Employee Engagement, Employee Relations, Leadership, HR Policies, Banking, Coaching, Team Building, Organizational..., Strategy
Education
Syracuse University 1965 — 1966
MS, Communications
Pacific Lutheran University 1961 — 1965
BFA, Communications
CIBC January 2015 - Present
BMO Financial Group March 2014 - December 2014
CIBC October 2010 - March 2014
BMO Financial Group April 2010 - October 2010
TSX Group July 2009 - January 2010
TMX group July 2009 - 2010
Rogers Communications Inc. January 2009 - July 2009
Hewlett Packard October 2006 - September 2008
Ministry of Health and Long-Term Care June 2006 - 2007
HP July 2004 - June 2006
Skills
PMO, PMP, ITIL, Vendor Management, IT Service Management, Program Management, IT Strategy, Project Portfolio..., Integration, Data Center, SDLC, Service Delivery, Enterprise Architecture, Solution Architecture, Project Delivery
Education
Mohawk College 1981 — 1984
Engineering Technologist, Electronics
RBC May 2013 - Present
BMO Financial Group 2011 - May 2013
Canadian Tire Corporation 2007 - 2010
First Canadian Title 2004 - 2007
BCE EMERGIS INC 1999 - 2004
MERCANTILE SOFTWARE SYSTEMS, A HARTE-HANKS COMPANY 1998 - 1999
OPTIMA SYSTEMS 1997 - 1998
HEALTH NETWORK AMERICA, 1996 - 1997
Skills
Business Architecture, SDLC, Solution Architecture, Agile Methodologies, Enterprise Architecture, Master Data Management, TOGAF, Integration, ESB, IT Strategy, SOA, Architecture, Java Enterprise Edition, Requirements Analysis, Application Architecture, Enterprise Software, ETL, EAI, Data Warehousing, Data Modeling, Business Process Design
Education
New York Institute of Technology 1992 — 1995
Bachelor of Science in Computer Science, Computer Science
BMO Financial Group January 2015 - Present
JPMorgan Chase & Co. June 2013 - January 2015
JPMorgan Chase & Co. April 2012 - June 2013
JPMorgan Chase & Co. June 2011 - April 2012
JPMorgan Chase & Co. July 2009 - June 2011
New England Financial June 2008 - July 2009
U.S. Bank May 2006 - May 2008
U.S. Bank April 2004 - May 2006
Skills
Series 24, Series 7, Series 66, Life & Health Insurance..., Operations Management, Investments, Securities, Compliance, Options, Equities, Fixed Income, Margin, Trusts, Powers of Attorney, Qualified Retirement..., Alternative Investments, ACATS, Uniform Combined State..., Strategic Financial..., Retirement Planning, Mutual Funds, Banking, Project Planning, Series 63, Project Management, FINRA, Series 9/10, Risk Management, Risk Assessment, Bloomberg, Trading, Training
Education
National-Louis University
BS, Management, 4.0
Northern Illinois University
Transferred
BMO Financial Group May 2002 - Present
American National Bank & Trust Company of Chicago June 1996 - May 2002
Skills
Negotiation, Loans, Portfolio Management, Capital Markets, Credit Risk, Commercial Lending, Credit, Credit Analysis, Commercial Banking, Finance, Banking, Analysis, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, Risk Management, Small Business Lending
Education
Northwestern University - Kellogg School of Management 2002 — 2005
Masters, Business
Valparaiso University 1992 — 1996
Bachelors, Business
PETEX
Scotiabank January 2013 - Present
BMO Financial Group September 2012 - January 2013
Bank of America December 2010 - June 2012
Infinium Capital October 2009 - November 2010
cm2 June 2003 - April 2009
Skills
QTP, Test Planning, JIRA, Agile Methodologies, Quality Center, VBScript, SDLC, SQL, Test Automation, Quality Assurance, Visual Basic, XML, Visual Studio, Software Development, Regression Testing, Microsoft SQL Server, Requirements Analysis, Software Quality..., Manual Testing, System Testing
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1987 — 1994
Engineering
Bank of Montreal March 2011 - Present
BMO Financial Group 2011 - Present
Bank of Montreal April 2007 - February 2011
Bank of Montreal May 2003 - April 2007
Skills
Such a lot - the whole..., SDLC, Enterprise Architecture, Systems Analysis, Requirements Analysis, SQL, Business Requirements, Project Management, Software Development, SOA, Integration, Agile Methodologies, Requirements Gathering, Quality Assurance
Education
Central economical-mathematical Institite of the USSR Academy of Science 1982 — 1986
PhD, Economical-Math methods and Computer Science
Moscow Aviation Institute (National Research University) 1972 — 1977
Master degree, economics & computer science
Igm Financial Services Inc 2000 - 2008
Investors Group Financial Services Inc. 2000 - 2008
BMO Financial Group 1993 - 1999
Skills
Credit, Banking, Customer Service, Compliance, Policy, Portfolio Management, Loans, Mortgage, Customer Relations, Risk, Analysis, Underwriting, Microsoft Office, Funding, Investments, Retail, Documentation, Trading, Payments, Asset, Requirements Analysis, Research, Accounting, Budgeting, Excel, Auditing, Production, Audit, Administration, Timely, Problem Solving, Executive Management, Cash, Insurance, Negotiation, Coaching, Real Estate, Risk Management, Equities, Financial Reporting, Sales Management, New Business Development, Databases, Small Business, Testing, Pricing, Reconciliation, Cash Management, Mergers & Acquisitions
Education
Fellow of the Institute of Canadian Bankers
Henson College, Dalhousie University School of Advanced Mgt.
Advanced Management
Northwestern University - Kellogg School of Management
Advanced Management
Saint Mary's University
Bachelor of Commerce (B.Com.), Business Administration and Management, General
BMO Financial Group June 2012 - February 2015
BMO Bank of Montreal January 2009 - March 2011
Skills
Banking, Credit, Commercial Banking, Retail Banking, Mortgage Lending, Loans, Relationship Management, Credit Risk, Credit Analysis, Portfolio Management, Mutual Funds, Investments, Commercial Lending, Wealth Management, Consumer Lending
Education
Mount Allison University
TD Bank Group November 2011 - Present
CIBC Mortgages, Lending Insurance and Amicus Technologies December 2010 - November 2011
BMO Financial Group February 2010 - December 2010
Bell Canada August 2006 - December 2009
Skills
Test Planning, Software Quality..., User Acceptance Testing, Test Cases, Quality Center, Test Management, Regression Testing, Performance Testing, Testing, Web Testing, Unix, Business Analysis, Waterfall, Quality Assurance, Black Box Testing, Gap Analysis, Software Project..., Web Applications, Defect Tracking, Test Automation, System Integration..., Scrum, JIRA, Software Documentation, DB2, Agile Methodologies, Visio, Test Execution, LoadRunner, Requirements Analysis, CMMI, SQL, Integration, System Testing, Release Management, Agile Testing, Manual Testing, Business Requirements, Integration Testing, Test Strategy, Requirements Gathering, WinRunner, Requirements Management, QTP, SoapUI, Selenium, Systems Analysis, XML, SDLC, Functional Testing
Education
National University 'Ivan Franko' , Lviv 1991 — 1996
Bachelor of Science, Applied Mathematics
BMO Financial Group November 2013 - Present
BMO Harris Bank November 2012 - Present
BMO Harris Bank June 2010 - October 2012
BP May 2007 - May 2010
CNA Insurance March 2004 - May 2007
Kemper Insurance January 1999 - February 2004
ABN AMRO June 1996 - December 1998
Skills
Internal Audit, Internal Controls, SOX, Auditing, Audit
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance and Management & Strategy
University of Illinois at Chicago 1992 — 1996
BS, Accounting
BMO Financial Group April 2014 - Present
BMO Financial Group August 2013 - April 2014
Bank of Montreal January 2008 - January 2012
Skills
Process Engineering, Business Analysis, Process Improvement, Risk Management, Requirements Gathering, Six Sigma, Project Management, Business Requirements, User Acceptance Testing, Business Process..., Data Warehousing, Change Management, Cross-functional Team..., Project Portfolio...
Education
Mount Allison University 1997 — 1999
Bachelor of Business Administration (BBA), Accounting
BMO Financial Group April 2015 - Present
UBS Investment Bank February 2015 - March 2015
UBS Investment Bank July 2012 - February 2015
Morgan Stanley February 2011 - July 2012
Morgan Stanley June 2009 - February 2011
Citigroup June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
Skills
Excel, SQL, Equity Derivatives, VAR, Financial Analysis, Corporate Finance, Risk Management, Bloomberg, VBA, Time Series Analysis, Statistical Arbitrage, Exotic Derivatives, Market Risk, Matlab
Education
Oklahoma State University 2007 — 2009
Masters, Quantitative Finance
Oklahoma State University 2003 — 2007
Bachelors of Science, Finance
BMO Financial Group October 2014 - Present
University of Illinois at Chicago September 2014 - October 2014
Illinois State University August 2011 - July 2014
Center for Neighborhood Technology November 2009 - July 2010
Skills
ArcGIS, Cartography, Python, SQL, Adobe Creative Suite, Microsoft Office, ModelBuilder, ArcGIS for Server, JavaScript, Geoprocessing, Databases, Data Analysis
Education
Northeastern Illinois University 2011 — 2013
M.A., Geography and Environmental Studies, 4.0
The School of the Art Institute of Chicago 2005 — 2008
BFA, Studio, N/A (Pass/Fail System)
BMO Financial Group June 2013 - Present
BMO Financial Group December 2011 - June 2013
BMO Financial Group July 2010 - December 2011
Bank of Montreal November 2008 - July 2010
Ryerson University August 2007 - December 2007
Skills
Succession Planning, Employee Engagement, New Hire Orientations, HR Policies, PeopleSoft, Career Development, Onboarding, Change Management, Leadership Development, Organizational..., Relationship Management, Partnering, Workforce Planning, Organizational..., Applicant Tracking..., Personnel Management, Risk Management, Performance Management, Management, Leadership, Human Resources, Banking
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Masters of Business Administration
York University - Schulich School of Business 2014 — 2015
Masters of Business Administration
Ryerson University 2003 — 2007
BCOMM, Business - Human Resources
BMO Financial Group October 2014 - Present
Cara Operations October 2014 - October 2014
Ganz Co. July 2011 - October 2014
NAI Inc. October 2006 - July 2011
Skills
Network Security, Routing & Switching, Storage, Wireless LAN, Data Center, OSPF, BGP
Education
Beijing University of Aeronautics and Astronautics
Master, Electronics Engineering
Nanjing University of Aeronautics and Astronautics
Bachelor, Electronics Engineering
BMO Financial Group September 2014 - Present
Bank of Montreal June 2011 - September 2014
Bank of Montreal April 2008 - July 2011
Bank of Montreal November 2006 - April 2008
Economic & Commercial Office of Spain in Toronto 2004 - 2005
Skills
Financial Services, Capital Markets, Banking, AML, Relationship Management, Financial Analysis, Portfolio Management, Trade Finance, English, Risk Management, Commercial Banking, Leadership, Business Analysis, Core Banking, Credit, Anti Money Laundering, Cash Management, Commercial Lending, Employee Engagement, Legal Documents, Management, Retail Banking
Education
University of Newcastle-upon-Tyne 2002 — 2003
LLM in International Trade Law
University of Oviedo 1996 — 2001
Law
BMO Financial Group September 2015 - Present
BMO Harris Bank August 2013 - Present
Bank of Montreal February 2009 - August 2013
BMO Capital Markets August 2007 - February 2009
Deutsche Bank Securities June 2006 - August 2007
Skills
Loans, Loan Origination, Investment Banking, Capital Markets, Financial Modeling, Credit Analysis, Credit Risk, Credit, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Restructuring, Commercial Banking, Financial Structuring, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance/Management in Organizations/Entrepreneurship, 3.92
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Accounting and Finance
Scotiabank Marketing ManagerScotiabankJune 2010 - October 2014
Scotiabank June 2007 - May 2010
BMO Financial Group 2004 - 2007
Dun & Bradstreet 2002 - 2004
MediaCorp Pte Ltd 1997 - 2000
Skills
Segmentation, Direct Marketing, Marketing Management, Analytics, Product Management, Database Marketing, Marketing Strategy, Market Research, B2B, Strategy Development, Integrated Marketing, Corporate Communications, Digital Marketing, Business Strategy, Pricing, Marketing Communications, Credit Risk, Product Development, Email Marketing, Portfolio Management, Customer Relations, Strategic Planning, Retail Banking, Financial Modeling, Marketing Research, Account Management, Business Analysis, Online Marketing, Credit, Data Analysis, Credit Cards, Banking, Promotions, Event Management, Advertising, Web Analytics, Planning, Analysis, Budgeting, Negotiation, Budgets, Customer Service, Project Planning, Risk Management, Sales, Strategy
Education
York University - Schulich School of Business
MBA, Business
Nanyang Technological University
Bachelor of Business, Marketing
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
Northwestern Mutual (contractor) October 2014 - February 2015
BMO Financial Group April 2013 - September 2014
M&I Wealth Management July 2010 - March 2013
Harley-Davidson Motor Company May 2000 - February 2009
Harley-Davidson Motor Company March 1997 - May 2000
Skills
Event Planning, Event Management, Internal Communications, Project Management, Microsoft Excel, Facebook, Data Entry, Community Outreach, Fundraising, Leadership, Process Improvement, Training, Customer Service, Sales, Strategic Planning
Education
Mount Mary College 2003 — 2005
Communications
BMO Financial Group January 2012 - Present
BMO Financial Group January 2001 - December 2011
RBC February 2007 - February 2009
BMO Harris Private Banking January 2005 - September 2006
BMO Financial Group January 1999 - December 2001
Education
FPSC 1996 — 1998
CFP, Financial Planning and Services
Canadian Academy of Senior Advisors
CSA, Financial Planning for Seniors
Mount Royal University
Business Administration & Management
First Data Corporation February 2007 - December 2014
BMO Financial Group January 2004 - February 2007
Skills
Customer Service, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Microsoft Office, Sales, Research, Training, Windows, Technical Support, Call Centers, Teamwork, Troubleshooting, Problem Solving, Banking, Software Documentation, Telecommunications, Outlook, Customer Retention, Retail
Education
Northwestern College 2000 — 2002
Associate of Science (AS), Computer Information Systems
Roosevelt University
Bachelor of Applied Science (BASc), Telecommunications
BMO Financial Group April 2009 - April 2014
AIG Life of Canada, Toronto, Ontario February 2006 - April 2009
AIG Life of Canada March 2000 - February 2006
Plibrico, Narco, RHI 1990 - 2000
Skills
Disaster Recovery, Integration, VMware, Storage Area Networks, ITIL, Data Center, Vendor Management, Virtualization, Citrix, Information Technology, Active Directory, IT Management, Infrastructure, System Administration, Security, Budgets, Business Analysis, Servers, VMware ESX, Cloud Computing, SharePoint, Troubleshooting, Enterprise Architecture, Microsoft Technologies, Operating Systems, Microsoft Certified..., Team Leadership, Windows Server, SDLC, DNS, Storage, Network Administration, Visio, Windows 7, Project Management, IT Service Management, IT Strategy, Help Desk Support, Windows, XP, Change Management, Management, Computer Hardware, Networking, Firewalls, Network Security, Incident Management, Business Continuity, IT Operations, IT Infrastructure...
Education
Mohawk College 1981 — 1983
Data Processing
Trios College
MCSE, Microsoft Technologies
BMO Financial Group August 2012 - Present
Standard Chartered Bank January 2009 - December 2011
Standard Chartered Bank March 2004 - December 2008
Standard Chartered Bank July 2002 - February 2004
ANZ Bank & Standard Chartered Bank March 1999 - June 2002
ANZ Bank June 1998 - February 1999
Skills
Sales Management, Credit Analysis, Business Strategy, Retail Banking, Leadership Development, Change Management, Financial Analysis
Education
Trinity University 2002 — 2003
Master of Business Administration (MBA), Marketing
North South University 1994 — 1998
BBA, Finance & Accounting
Hopewell Residential August 2009 - Present
Sabal Homes by Hopewell September 2009 - August 2015
BMO Financial Group January 2009 - March 2011
Todays Homes 2005 - 2009
Greenboro Estate Homes August 2004 - December 2008
Skills
Mortgage Lending, New Homes, Customer Service, Long-term Customer..., Sales, New Home Sales, Residential Homes, Contract Negotiation, Real Estate, Sales Management, Negotiation, Customer Retention, Cold Calling, Selling, Real Estate Development, Customer Experience, Construction, Sales Operations, Customer Satisfaction, New Business Development, Real Estate Financing, Training, Team Building, Account Management
Education
Mount Royal College 1995 — 1998
Caribbean Financial Group August 2015 - Present
BMO Financial Group 2006 - July 2015
GE Capital June 2003 - July 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Strategy
University of Wisconsin-Madison 1999 — 2003
BBA, Finance
BMO Financial Group October 2012 - Present
BlackBerry June 2009 - September 2012
Microsoft November 2003 - May 2009
Skills
Test Management, Test Planning, Software Quality..., Database Testing, Manual Testing, Black Box Testing, UI testing, Regression Testing, QTP, Requirements Analysis, Testing, Data Warehousing, Test Estimation, Quality Center, Defect Tracking, HP QTP, Test Strategy, HP Quality Center, Agile Methodologies, SDLC
Education
Osmania University 1998 — 2001
Master of Computer Application, Computer Software
Osmania University 1995 — 1997
BSC Electronics, Electronics & Computers
BMO Financial Group
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building
Education
Okanagan College 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Seneca College of Applied Arts and Technology
Ontario College Advanced Diploma with Honours, Business Administration
Scotiabank June 2015 - Present
Scotiabank December 2014 - June 2015
BMO Financial Group March 2013 - October 2014
Research Now September 2012 - February 2013
Oxford University Press, CA November 2011 - January 2012
Publishing House of Electronics Industry 2006 - 2011
Skills
Data Analysis, SAS, Market Research, SQL Server, VBA, Market Analytics, Production Planning, Brand Development, Social Media, SPSS, Customer Insight, DB2, Data Mining
Education
Nankai University
Bachelor Degree in Economics, International Finance
Peking University
Postgraduate Diploma, Journalism & Communication
BMO Financial Group January 2011 - Present
BMO Financial Group April 2010 - December 2010
BMO Financial Group October 2006 - March 2010
SSA Global Canada Inc. February 2006 - August 2006
Adamsoft International May 2004 - November 2005
Adamsoft International April 2003 - April 2004
Dedicated IT Services May 2002 - April 2003
INTECH Process Automation June 2001 - April 2002
AQuad Consulting July 2000 - April 2001
Systems Limited January 2000 - June 2000
Skills
Leadership, Microsoft Office, Customer Service, Software Development, Enterprise Architecture, Integration, SDLC, Microsoft Word, Time Management, Java, JavaScript, Dojo, UML, C++, XML, HTML, SQL, C#, XAML, RAD, Visio, ClearCase, ClearQuest, Fortify, SoapUI, Selenium, HP Quality Center, Eclipse, Oracle, Microsoft SQL Server, IBM AS/400, Windows XP, Windows 7, Solaris, Red Hat Linux, WebSphere Application..., WebLogic, Oracle Application..., JBoss Application Server, Tomcat, Struts, AJAX, RESTful WebServices, SOAP, CMMI, RUP, Performance Tuning
Education
National University of Computer and Emerging Sciences 2001 — 2005
Master’s Degree, Software Project Management
National University of Computer and Emerging Sciences 1996 — 1998
Bachelor's Degree, Computer Science
BMO Harris Bank June 2014 - Present
BMO Harris Bank August 2013 - June 2014
BMO Financial Group October 2009 - August 2013
Red Carpet Books, Incorporated February 2009 - September 2009
Navistar Financial Corporation (Out of Business) May 2008 - December 2008
Daimler Truck Financial September 2004 - May 2008
Marquette Consumer Finance (Out of Business) January 2003 - June 2004
Premier Auto Finance (AON) (Out of Business) June 1996 - November 2002
Premier Auto Finance (AON) (Out of Business) June 1994 - June 1996
Fidelity Finance (Out of Business) November 1993 - June 1994
Skills
Claim, Portfolio Management, Finance, Loans, Skip Tracing, Insurance, Sales, Vehicles, Accounting, Sales Management, Customer Service, Vehicle Remarketing @..., Vehicle Recovery..., Extensive Skip Tracing..., Thirty Years plus auto..., Extensive Auto Finance..., Outstanding Customer..., Direct Sales Supervisor..., Fifteen years plus..., Dealer Floor Plan Audits, Recieved Daimler..., Excellent work ethic, Team Building, Cost Efficiency, Credit Analysis, Customer Satisfaction, Work Ethic, Disciplined and..., Negotiation, Credit, Banking, Financial Risk, Management
Education
Northwood University 2006 — 2008
BMO Financial Group 2003 - 2012
Education
Normandale Community College 2007 — 2015
Associate of Arts (A.A.), General Studies
BMO Financial Group April 2014 - Present
RBC January 2014 - February 2014
Modis IT Consulting September 2013 - November 2013
Best Buy Canada December 2009 - July 2013
Geek Squad,BestBuy December 2009 - July 2013
Geek Squad,BestBuy Inc February 2009 - November 2009
Comp-u-max LLC December 2007 - January 2009
Skills
Windows Server, Cisco Technologies, Network Administration, Servers, Troubleshooting, IT Management, Telecommunications, Switches, Vendor Management, Network Design, IT Service Management, System Administration, Active Directory, VPN, LTE, LAN-WAN
Education
New York University 2007 — 2009
Master's degree, Telecommunication Networks, A
Osmania University 2003 — 2006
Bachelor's degree, Electronics and Communications Engineering, A
BMO Financial Group March 2013 - October 2013
JCPenney 2010 - 2012
Skills
Customer Service, Retail, Microsoft Office, Time Management, Customer Experience, Microsoft Word, Teamwork, Leadership
Education
Milwaukee Career College 2015 — 2017
Associate's degree, Surgical Technology/Technologist
BMO Financial Group April 1996 - Present
Security Bank April 1996 - October 1998
Skills
Bilingual, Microsoft Excel, Microsoft Office, Microsoft Word, PeopleSoft, 10 Key, Accounts Payable, Financial Analysis, Account Reconciliation, Sales & Use Tax, Data Entry, Corporate Finance, Invoicing, Accounts Receivable, Financial Accounting, Answering Phones, Problem Solving, Working Alone, Enjoy Working with..., Positive Energy, Fast Learner, Well-organized
Education
Milwaukee Area Technical College 1993 — 1996
UW Waukesha 1991 — 1992
Texas Department of Criminal Justice July 2013 - Present
BMO Financial Group July 2007 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking
Education
Milwaukee Area Technical College 2008 — 2010
Associate of Arts and Sciences (AAS), Human Services
BMO Financial Group 2014 - Present
The Co-operators May 2013 - September 2014
Skills
Finance, Risk Management, Investments, Financial Services, Management, Banking, Financial Analysis, Credit, Portfolio Management, Loans
Education
Mount Royal University 2010 — 2014
Bachelor's Degree, Finance, General