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
BMO Financial Group Vice President of InvestmentsJPMorgan Chase & Co.August 2008 - July 2013
Skills
Customer Service, Leadership, Management, Investments, Strategic Planning, Microsoft Office, Marketing, Banking, Financial Analysis, Sales Management, Team Building, Credit, Retirement Planning, Finance, Mutual Funds, Wealth Management, Financial Planning, Investment Advisory
Education
Purdue University 2001 — 2005
Bachelor's degree
Purdue University
Scotiabank July 2015 - Present
TELUS Communications September 2013 - May 2015
BMO Financial Group November 2010 - February 2013
TELUS December 2005 - October 2010
UNISYS SA December 2003 - November 2005
Contour Telecon Inc May 2003 - August 2003
CEMIG April 2000 - November 2000
Versa Informatica January 1998 - January 1999
Skills
Data Modeling, Enterprise Architecture, Oracle, RUP, Microsoft SQL Server, UML, Databases, Visio, ClearQuest, OOP, ClearCase, FrontPage, Erwin
Education
Ryerson University 2007 — 2010
Certificate, Database and Knowledge Management
Seneca College of Applied Arts and Technology 2001 — 2002
Post Diploma, Object Oriented Programming and Analysis
Pontifícia Universidade Católica de Minas Gerais 1996 — 2000
Computer Science
Kuube Real Estate Advisors 2012 - Present
Tiffany & Co. 2011 - 2012
BMO Financial Group 2006 - 2010
Canaccord Genuity Wealth Management (Canada) 2005 - 2006
Norshield Financial Group 2004 - 2005
RBC Global Asset Management 2003 - 2003
BMO Financial Group 1998 - 2002
Skills
Sales Management, Financial Services, Outlook, PowerPoint, Microsoft Excel, Training, Coaching Staff, English, Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Banking, Reporting & Analysis, Business Development, Customer Service, Management, Investments, Portfolio Management, Mutual Funds, Finance, Risk Management, Asset Management, Relationship Management
Education
Simon Fraser University 2002 — 2004
Master of Business Administration (M.B.A.)
Queen's University 1994 — 1998
Bachelor's Degree, Economics and Life Sciences
York House School
BMO Financial Group July 2015 - Present
EY 2012 - July 2015
Ernst & Young September 2007 - October 2012
Ernst & Young May 2002 - August 2007
Skills
Due Diligence, Accounting, Audit, IFRS, Financial Reporting, Financial Accounting, US GAAP, Financial Analysis, Assurance, External Audit, Canadian GAAP, Valuation, Private Equity, GAAP, Financial Audits, Big 4, Mergers
Education
University of Notre Dame 2002 — 2003
MSc, Accounting
Queen's University 1998 — 2002
BAH, Economics
RBC July 2014 - Present
TD August 2011 - July 2014
TDBFG 2008 - 2010
BMO Financial Group January 2004 - March 2008
Skills
Microsoft Excel, Microsoft Word, Retail Banking, Customer Service, Windows, Outlook, Personal Financial..., Residential Mortgages, Public Relations, Financial Analysis, Relationship Management, Mutual Funds, Credit Analysis, Credit Risk, Consumer Lending, Financial Risk, Small Business, Credit, Small Business Lending, Canadian Securities..., Financial Statement..., Wealth, Credit Management, Cash Flow, Asset Based Lending, Risk Management, Banking, Finance
Education
CGA 2014 — 2014
Fundamental of accounting
CREDIT INSTITUTE OF CANADA 2013 — 2014
CREDIT MANAGEMENT, Credit Management
CSI CANADA 2012 — 2012
PERSONAL FINANCIAL PLANNING(PFP), FINANCIAL PLANING-FP1, INVESTMENT FUNDS CANADA-IFC FROM CSI, INVESTMENTS, RETAIL BANKING
Punjabi University 1991 — 1993
Bachelor of Applied Science (BASc)
CIBC August 2015 - Present
BMO Financial Group June 2014 - September 2014
BMO Financial Group April 2013 - September 2013
Canadian Institute of Chartered Accountants May 2012 - August 2012
Education
Queen's University 2011 — 2015
Bachelor of Commerce (B.Com.)
Custom Market January 2015 - Present
Freedom 55 Financial December 2013 - December 2014
BMO Financial Group September 2007 - November 2013
Rydex Communications Ltd. September 1996 - January 2006
Skills
C#, Financial Services, Customer Service, Client Education, Mutual Funds, RESP, RRSP, TFSA, RRIF
Education
TECSUP Institute of Technology 1987 — 1990
Bachelor in Technology, Electronics and Computer Systems
Pontificia Universidad Católica del Perú 1983 — 1986
General Studies - Science
BMO Financial Group August 2014 - Present
BMO Financial Group April 2013 - Present
Citi August 2007 - December 2011
Reliance Financial Group July 2006 - February 2008
Simon Jackson Brokers Ltd June 2003 - July 2006
Skills
•Strong Communication..., Innovative Thinking, Extremely Well Organized, Attention To Detail, Budgeting, Banking, Customer Relations, Customer Service, Coaching, Financial Planning, Integration, Negotiation, Organizing, PowerPoint, Team Building, Teamwork, Administration, Business Strategy, Documentation, Excel, Insurance, Internet, Languages, Team Leadership, Microsoft Office, Quality, Risk Management, Problem Solving, Troubleshooting, Software Documentation
Education
Punjabi University 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
BMO Financial Group May 2015 - August 2015
BMO Financial Group July 2014 - August 2014
lululemon athletica November 2013 - April 2014
BMO Financial Group January 2013 - June 2013
BMO Insurance April 2012 - August 2012
BMO Financial Group April 2011 - December 2011
Toronto Golf Club April 2008 - November 2010
Skills
Facebook, Finance, Financial Analysis, Time Management, Teamwork, PowerPoint, Microsoft Office, Team Leadership, Customer Service, Sales, Research, Social Media, Team Building, Social Media Marketing, Microsoft Excel, Account Management, Training, TIBCO Spotfire, Project Management, Relationship Management, Networking, Data Analysis, Strategy, Leadership
Education
Queen's University 2014 — 2017
Doctor of Law (JD)
University of Guelph 2009 — 2014
B.Comm, Management Economics & Finance
St. Michael's College School 2005 — 2009
Genentech June 2015 - September 2015
Canadian Tire 2012 - 2014
Jrd Incorporated 2010 - 2012
BMW Group Canada 2008 - 2009
SK Telecom 2007 - 2007
BMO Financial Group 2007 - 2007
Skills
Financial Analysis, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Pohang University of Science and Technology
Exchange Term, Department of Electrical Engineering
University of Waterloo
Bachelor of Applied Science (BASc), Honours Electrical Engineering
BMO Financial Group May 2015 - Present
BMO Financial Group July 2014 - May 2015
BMO Financial GroupTo November 2013 - July 2014
BMO Financial Group April 2013 - November 2013
BMO June 2012 - April 2013
BMO Financial Group December 2010 - June 2012
BMO Financial Group June 2010 - December 2010
Skills
Analysis, Banking, Investments, Microsoft Office, Customer Service, Critical Thinking, Microsoft Excel, Research, AML, CTF, Financial Services, Business Process
Education
Queen's University 2005 — 2010
BCSH, Biology/Statistics
Queen's University 2005 — 2008
BSC, Biochemistry
RBC Capital Markets May 2014 - Present
BMO Capital Markets September 2013 - May 2014
BMO Financial Group January 2011 - September 2013
BMO November 2009 - January 2011
Skills
Equities, Capital Markets, Options, Finance, Bloomberg, Financial Risk, Financial Services, Swaps, Trading, Analysis, Derivatives, Valuation, Financial Analysis, Fixed Income
Education
Queen's University 2012 — 2013
Master of Finance, Finance, General
York University 2005 — 2008
BAS, Finance
BMO Financial Group April 2015 - Present
BMO Financial Group November 2013 - April 2015
BMO Financial Group May 2010 - October 2013
BMO April 2005 - May 2010
Skills
Risk Management, Credit Risk, Portfolio Management, Banking, Credit, Loans, Financial Services, Credit Analysis, Relationship Management, Commercial Banking, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Wealth Management, Mutual Funds, Residential Mortgages, Small Business Lending, Lines Of Credit, Leadership, Change Management
Education
York University 1994 — 1995
Master of Arts (MA), Economics
Queen's University 1990 — 1994
Bachelor of Arts (B.A.), Economics
BMO Financial Group December 2013 - Present
BMO Financial Group December 2012 - November 2013
Kerburn Rose June 2012 - September 2012
CIBC October 2011 - May 2012
Trecata Corporation May 2009 - December 2010
RBC January 2007 - July 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Investment Banking, Research, Microsoft Office, PowerPoint, Finance, Access, Accounting, Corporate Finance, Leadership, Business Strategy, Mergers, Financial Accounting, Economics, Analysis, Team Leadership, Mergers & Acquisitions, Banking
Education
Queen's University 2014 — 2015
Master of Finance
CFA Institute
2015 Level III Candidate in the CFA Program
Ryerson University 2007 — 2011
Ted Rogers School of Management - Bachelor of Commerce, Major: Finance
Senator O'Connor College School 2000 — 2004
Ontario Secondary School Diploma
Centennial College, School of Hospitality Tourism and Culinary Arts September 2015 - Present
George Brown College, School of Hospitality and Culinary Arts January 2010 - Present
YR Langlois Consulting January 2011 - Present
BMO Financial Group September 2014 - February 2015
Wendy's Restaurants of Canada June 2013 - November 2013
Carillion Canada Inc. July 2012 - June 2013
Communication Leadership Network March 2011 - October 2011
Bay 3000 Corporate Education 2010 - January 2011
Sodexo Canada Ltd. December 2009 - January 2011
Sodexo Canada Ltd. January 2008 - January 2010
Skills
Self-Directed, Solutions Focused, Passionat about People..., Coaching, Leadership Development, Organizational..., Employee Engagement, Hospitality, Teaching, Performance Management, Team Building, Change Management, Mentoring, Problem Solving, Business Acumen, Transfer of Knowledge, Service Orientation, Action Learning, Staff Development, Human Resources, Time Management, Leadership, Organizational..., Training, Instructional Design, Labor Relations, Program Management, E-Learning, Management, Hiring, Strategy, Adult Education, Resume Writing, Employee Relations, Project Management, Recruiting, Employee Training, Conflict Resolution, HR Policies, Strategic Planning, Training Delivery, Workshop Facilitation, Policy, Onboarding, Team Leadership, Negotiation, Teamwork, Career Counseling, Budgets, Personnel Management
Education
Revans University, University of Action Learning, Boulder Colorado 2002 — 2004
Master of Science, Learning and Development with Distinction
Human Resources Professional Association 1993 — 1993
CHRL, Certified Human Resources Professional Designation
International Institute for Learning Inc. 2009 — 2009
Project Management Certificate Program
Applied Management Centre BC 2007 — 2007
Certificate, Project Management Certification
Queen's University 1995 — 1995
Certificate, Industrial Relations Program
Canadian Restaurant and Food Service Association 1993 — 1993
Advanced Certification, Food Service Management
University of Guelph 1993 — 1993
Certificate, Hospitality Management Development
Ontario Society of Training and Development 1992 — 1993
Advanced Level, Professional Development Accreditation Program
Human Resources Professional Association 1990 — 1993
Certificate, Human Resources Management
Canadian Restaurant and Food Service Association 1992 — 1992
Certificate, Food Service Management
BMO Financial Group February 2015 - Present
Canadian Mothercraft Society June 2006 - June 2015
McMillan LLP May 1999 - January 2015
Skills
Structured Finance, Investments, Corporate Finance, Commercial Lending, Financial Regulation, Asset-based lending, Strategy, Cross-border..., Project Finance, Financial Services, Asset Based Lending, Financial Institutions, Syndications, Securitization, Restructuring, Private Equity
Education
York University - Osgoode Hall Law School
Certificate in Regulatory Compliance and Legal Risk for Financial Institutions
York University - Osgoode Hall Law School 1996 — 2000
JD, Law
York University - Schulich School of Business 1996 — 2000
MBA
Queen's University 1992 — 1996
BA(Hons), Political Studies
ODSS 1988 — 1991
Chatham Collegiate
Bank of Montreal April 2011 - Present
BMO Financial Group January 2010 - April 2011
Bank of Montreal January 2007 - December 2009
Bank of Montreal November 1981 - January 2007
Skills
AML, Compliance, Payments, Banking Operations, Business Knowledge, Change Management, Banking, Retail Banking, Operational Risk, Relationship Management, Financial Services, Core Banking, Management, Credit, Commercial Banking, Business Analysis, Process Improvement, Business Strategy, Operational Risk..., Business Requirements, Financial Risk, Risk Management, Credit Analysis, Anti Money Laundering
Education
Canadian Bankers Association 1997 — 2003
Fellowship of the Institute of Canadian Bankers, Finanical Services, General Business
Queen's University 1981 — 1986
Honours Bachelor of Commerce, Business and Marketing
Cobourg District Collegiate Institute 1976 — 1980
High School
BMO Financial Group August 2014 - Present
Edelman October 2011 - August 2014
Allstate Insurance Company August 2011 - October 2011
Allstate February 2009 - August 2011
Allstate June 2007 - February 2009
Caterpillar Inc. May 2006 - August 2006
Skills
Media Relations, Strategic Communications, Communications Planning, Internal Communications, Public Relations, Corporate Communications, Social Media, Press Releases, Event Planning, Reputation Management, Editing, Marketing, Integrated Marketing, Marketing Communications, Newsletters
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors of Science, Media Studies, History
Queen Mary, U. of London 2006 — 2006
TransUnion March 2001 - Present
BMO Financial Group 1985 - 1999
BMO Financial Group 1985 - 1999
Skills
Credit Risk, Credit, Analytics, Credit Cards, Risk Management, Banking, Financial Services, Financial Risk, Credit Analysis, Portfolio Management, Relationship Management, Strategy, CRM, SDLC, Executive Management, Process Improvement, Business Analysis, Credit Scoring, Vendor Management, Business Process..., Change Management, Financial Modeling, Mergers & Acquisitions, Project Portfolio..., Outsourcing, Risk Analytics, IT Strategy, Predictive Analytics, PMO, Business Intelligence, Requirements Gathering, Predictive Modeling, Database Marketing, Segmentation, Governance, SAS, Business Transformation, Data Warehousing, IT Management, Disaster Recovery, Enterprise Architecture, Visio, Customer Acquisition, Management, Leadership, Program Management
Education
Queen's University 1981 — 1985
BMO Financial Group March 2014 - Present
BMO Financial Group December 2009 - March 2014
CIBC February 2005 - May 2009
Watson, Jacobs & McCreary LL.P. March 2003 - December 2004
Paterson MacDougall Barristers and Solicitors September 2001 - September 2002
Skills
Employee Relations, Policy, Employment Law, Employee Benefits, HR Policies, Labor Relations, Leadership, Banking, Strategy, Management, Conflict Resolution, Civil Litigation, Communication
Education
The University of Western Ontario 1998 — 2001
LL.B., Law
University of Toronto 1996 — 1998
B.A. (Honours) with Distinction, History and Psychology
Queen's University 1994 — 1996
Working towards B.A. (History and Psychology)
BMO Financial Group May 2015 - Present
BMO Financial Group June 2014 - April 2015
Bank of Montreal October 2010 - June 2014
Queen's School of Business May 2009 - July 2010
Sterling Commerce May 2007 - April 2009
Sterling Commerce Solutions India Pvt. Ltd. June 2007 - June 2008
Wipro Technologies May 2005 - May 2007
Skills
SWIFT payments, Senior Stakeholder..., Product Management, Requirements Gathering, Business Analysis, Project Delivery, Payments, SDLC, Business Requirements, Requirements Analysis, Business Process Design, IT Service Management, Project Planning, Project Management, Business Strategy, ACH, Enterprise Software, Lean Manufacturing, Business Intelligence, Banking, Consulting, Software Project..., Business Process, Fedwire, Payment Gateways, Vendor Management
Education
Queen's University 2009 — 2010
MBA, Strategy and Consulting
Shanmugha Arts, Science, Technology and Research Academy 2001 — 2005
B. Tech, Computer Science
Maritz Loyalty Marketing and Maritz Canada are now Bond Brand Loyalty 2014 - Present
BMO Financial Group 2012 - 2014
Bond Brand Loyalty - A Maritz Company January 2006 - December 2012
Maritz Research Canada January 2006 - April 2010
Pollara Strategic Insights August 2002 - January 2006
Skills
Quantitative Research, Advertising Research, Survey Design, Qualitative Research, Consumer Insights and..., Customer Segmentation..., Loyalty Marketing, Loyalty Program..., Sales / Sales Management, Change Management, Management Consulting, Public Speaking
Education
Queen's University 1995 — 1997
Masters Urban and Regional Planning
Newtonbrook
BMO Financial Group 2009 - Present
BMO Financial Group 2004 - 2009
BMO Financial Group 2001 - 2004
BMO Financial Group 2000 - 2001
BMO Financial Group 1998 - 2000
BMO Financial Group 1997 - 1998
Skills
Relationship Management, Business Requirements, Requirements Gathering, Requirements Analysis, Business Analysis, Vendor Management, SDLC, IT Strategy, PMO, Enterprise Architecture, Change Management, Business Process..., Project Portfolio..., Financial Services, Banking, Governance, Risk Management, Business Intelligence, Business Process, Payments, Management Consulting, Capital Markets, Business Case, Software Project..., Retail Banking, Project Delivery, Business Strategy, Portfolio Management, Credit Cards, Requirements Management, User Acceptance Testing, PMP, Business Architecture, Process Improvement, Team Leadership, Analytics
Education
University of London 2013 — 2016
Master of Science (M.Sc.)
Schulich School of Business 2002 — 2005
MBA
Queen's University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.)
Rogers Communications May 2015 - Present
Queen's University March 2015 - Present
Rogers Communications May 2014 - August 2014
BMO Financial Group March 2013 - June 2013
Osler Bluff Ski Club December 2008 - March 2013
Kimberley Seldon Design Group November 2010 - June 2011
Skills
Social Media, Public Relations, Corporate Communications, Public Speaking, Social Media Marketing, Fundraising, Editing, Event Planning, Microsoft Office, Photography, Photoshop, Leadership
Education
University of Toronto 2015 — 2017
Bachelor of Arts and Sciences (BAH), English Language and Literature
Queen's University 2013 — 2017
Bachelor of Arts and Sciences (BAH), English Language and Literature
MEI International Academy 2012 — 2012
Bishop Strachan 2005 — 2012
BMO Financial Group July 2015 - Present
BMO Financial Group, Business Intelligence & Reporting March 2013 - July 2015
BMO Financial Group, Business Intelligence & Reporting June 2010 - March 2013
BMO Financial Group, Business Intelligence Centre of Competency 2006 - June 2010
BMO Financial Group 2005 - 2006
Skills
Business Intelligence, Data Analysis, ETL, Performance Reporting, Ad Hoc Reporting, System Design, Management, Project Leadership, Project Management, Strategic Planning, Leadership
Education
Queen's University 2013 — 2014
Master of Management Analytics
University of Toronto 2000 — 2005
Bachelor of Science (B.Sc.), Computer Science
BMO Financial Group September 2014 - Present
CIBC July 2012 - September 2014
Queen's University Alternative Assets Fund December 2011 - July 2012
Queen's School of Business May 2011 - May 2012
Nomura March 2010 - April 2011
Royal Bank of Scotland Group October 2008 - March 2010
Fidelity 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Business Analysis, Corporate Finance, Banking, Capital Markets, Risk Management, Data Analysis, Finance, SQL, Project Management, Derivatives, Financial Services, Competitive Analysis, Investments, VBA, Business Development, Portfolio Management, Bloomberg, Equities, Investment Banking, Fixed Income, Equity Research
Education
Queen's University 2011 — 2012
MBA, Finance, 3.8
Thapar Institute of Engineering and Technology 2003 — 2007
B.E, Electrical
BMO Financial Group April 2015 - Present
BMO Financial Group February 2014 - March 2015
BMO Financial Group January 2011 - January 2014
Skills
Strategic Planning, Business Analysis, Account Management, Investments, Banking, Market Research, Strategy, Marketing Strategy, Business Strategy, Financial Analysis, Risk Management, Portfolio Management, Financial Modeling, Business Development, Relationship Management, Credit, Credit Analysis, Management
Education
Queen's University 2014 — 2015
Master of Business Administration (M.B.A.)
Queen's University 2004 — 2008
Bachelor of Commerce
Irwin Park
International Financial Data Services Canada (IFDS) April 2015 - Present
BMO Financial Group 2013 - 2014
RBC 2012 - 2012
Canaccord Genuity Wealth Management (Canada) 2010 - 2011
TD Bank Group July 2005 - December 2009
Citi February 2003 - June 2005
Citibank September 1991 - November 2002
Skills
Project Management, Global Cash Management, Business Analysis, Cash Management, Risk Management, Settlement, SDLC, FX Options, Financial Analysis, Credit Risk, Derivatives, Financial Services, MIS, Capital Markets, Financial Risk, Operations Management, Investment Banking, Banking, Treasury Management, Documentations, Trading Systems, AML, Process Improvement, Business Requirements, Trading, Payments, Core Banking, SWIFT payments, Anti Money Laundering
Education
Preston University 1997 — 1998
MBA, Finanace, Accounts, Banking, Economics
Sheridan College 2003 — 2004
Financial Planning, Finanace, Accounts, Banking, Taxes
Haadi Academia 2011 — 2011
PMP Certification Prep., Project Management
BizTech college 2010 — 2011
Computer Network Administrator, Computer Science
University of Karachi 1987 — 1990
Master of Arts - MA, Arts
Sixth Dimension Learning Inc. 2014 — 2015
Professional skill developments, Information Technology Project Management
Manifest Communications May 2015 - September 2015
BMO Financial Group November 2014 - May 2015
University of Toronto October 2013 - March 2014
University of Toronto May 2013 - August 2013
Valero Energy Corporation June 2012 - July 2012
Davies Johnson & Co June 2009 - June 2009
The World of Chinese September 2008 - December 2008
Skills
History, Research, Academic Writing, Social Media, Critical Thinking, Political Science, Public Speaking, Policy Analysis, International Relations, Higher Education, French, English, Bulgarian, Legal Research, Editing, Computer Proficiency, Customer Service, Event Planning, Marketing, Investigation, Financial Investigation, Data Analysis, Leadership, Teamwork, Microsoft Office
Education
University of Toronto 2013 — 2014
Master of Arts (MA), History
University of Toronto 2010 — 2013
Bachelor of Arts (BA), Double Major History and Philosophy
Queen Mary, U. of London 2009 — 2010
Bachelor of Arts (BA), Journalism & Contemporary and Modern History
Southbank International School 2005 — 2008
High School, International Baccalaureate Diploma, 35/45
BMO Financial Group May 2014 - Present
BMO Financial Group April 2011 - August 2013
Queen's University September 2012 - December 2012
Skills
Time Management, Team Leadership, Leadership, Microsoft Office, Teamwork, Customer Service, Social Media, Research, Organization, Finance, Communication, Data Analysis, Business Communications, SharePoint, Adobe Connect, Marketing Strategy
Education
Queen's University 2010 — 2014
Bachelor’s Degree, Political Science; International Political Economy
Uppsala universitet / Uppsala University 2013 — 2013
Bachelor's Degree, Global Governance, European Policy Studies
World Vision Canada March 2015 - Present
Freelance May 2012 - Present
All-Party Parliamentary Group for the Prevention of Genocide and Other Crimes Against Humanity February 2014 - Present
Visionledd February 2014 - February 2015
BMO Financial Group October 2013 - February 2014
The Queen's Journal September 2011 - June 2012
Queen's Fights Human Trafficking September 2009 - April 2012
Challenging Heights January 2011 - April 2011
Office of the Hon. John McKay P.C., M.P. May 2009 - August 2009
Living Truth June 2008 - April 2009
Skills
Oral and Communication, Website Development, Computer Literate, Writing Skills, Social Media, Editing, Blogging, Journalism, Social Media Marketing, Creative Writing, Social Networking, Video Editing, Research, Public Speaking, Media Relations, Marketing Communications, Politics, Fact-checking, Interviews, Storytelling, Editorial, Fundraising, Writing
Education
Queen's University 2008 — 2012
Bachelor of Arts (B.A.H), Global Development
University of Ghana 2010 — 2011
Trent in Ghana, Development Economics and International Development
Trafalgar Castle
Procter & Gamble September 2014 - Present
Procter & Gamble April 2013 - September 2014
Procter & Gamble September 2012 - April 2013
Procter & Gamble May 2010 - September 2012
Queen's Commerce Society May 2011 - May 2012
Queen's Commerce Society January 2010 - January 2011
Queen's Leadership, Excellence, and Development Conference November 2009 - December 2010
BMO Financial Group May 2009 - August 2009
Skills
Marketing Strategy, Marketing, Social Media Marketing, Business Strategy, Brand Management, Customer Insight, Competitive Analysis, Public Relations, Marketing Communications, Social Media, Marketing Research, Marketing Management, Market Research, Digital Marketing, Brand Development
Education
Queen's University 2008 — 2012
2012Bachelor of Commerce, Marketing Strategy
Mentor College 2004 — 2008
Morgan Stanley June 2013 - Present
The Queen's Business Review 2010 - April 2013
CIBC World Markets May 2012 - August 2012
Resolute Funds Ltd. May 2011 - August 2011
BMO Financial Group May 2010 - August 2010
Education
Queen's University 2009 — 2013
Bachelor, Commerce
The Hong Kong University of Science and Technology
The Hong Kong University of Science and Technology
BMO Financial Group November 2014 - Present
BMO October 2011 - October 2014
BMO October 2008 - September 2011
BMO October 2007 - September 2008
Skills
Legal, Compliance, Management, Corporate Law, Mergers & Acquisitions, Securities, Risk Management, Corporate Governance, Banking, Investments, Finance, Governance, AML, Privacy Law, Securities Regulation, Portfolio Management, Mutual Funds, Due Diligence
Education
The University of Western Ontario 1986 — 1989
Bachelor of Laws (LLB)
Queen's University 1982 — 1986
Bachelor of Commerce (BCom)
BMO Capital Markets November 2013 - Present
BMO Financial Group July 2011 - November 2013
Towers Watson June 2008 - April 2010
ING Insurance Company of Canada May 2007 - August 2007
Skills
Quantitative, Financial Modeling, Basel II, Financial Reporting, Corporate Finance, Highly Analytical, Presentation Development, Analytical Skills, Derivatives, Financial Analysis, Trading, Quantitative Finance, Bloomberg, Capital Markets, Investment Banking, Valuation, Equities
Education
Queen's University 2010 — 2011
Masters, Management in Finance
York University 2004 — 2008
HONS. BA., Mathematics for Commerce (Actuarial Stream)
Étienne-Brûlé 2000 — 2004
BMO Financial Group March 2015 - Present
BMO Financial Group June 2012 - February 2015
Queen's School of Business May 2011 - May 2012
eClerx December 2009 - April 2011
Nomura June 2008 - April 2009
Kotak Mahindra Bank July 2007 - June 2008
Sutherland Global Services June 2004 - October 2004
Skills
Business Analysis, Intellimatch, Bank Reconciliation, Project Delivery, Project Management, Financial Modeling, Banking, Capital Markets, Fixed Income, Competitive Analysis, Customer Service, Retail Banking, Equities, Customer Relations, Securities Market, Integrated Project..., Reference Data, Straight Through..., Spotfire, Nimbus, Analysis, Management, Microsoft Project
Education
Queen's University 2011 — 2012
Masters in Business Administration, Finance and Strategy
SIES college of Management Studies 2005 — 2007
PGDBA, Business Administration
University of Mumbai 2000 — 2004
B.E, Electronics and Telecommunication
BMO Financial Group December 2013 - Present
Servicios y asesorias s.a January 2004 - June 2010
Banco AV Villas September 1994 - September 2003
Skills
Bilingual-English/Spanis..., Mutual funds, Anti-Corruption (AC)..., Anti-Money Laundering..., Information, Security..., Banking, Customer Service, Finance, Accounting, Credit, Mutual Funds, Financial Analysis, Payments, Microsoft Excel, Lines Of Credit, Microsoft Office, Negotiation, Training, Risk Management
Education
Seneca College of Applied Arts and Technology 2012 — 2014
business administration and financial planning
IFSE Institute 2013 — 2013
Successfully completed- Canadian Investment Funds Course (CIFC)
Canadian Securities Institute (CSI) 2013 — 2014
Successfully Completed CSC course
Pontificia Universidad Javeriana
Bachelor, Accountant
BMO Financial Group June 2013 - Present
Wolters Kluwer Law & Business May 2011 - June 2013
Algorithmics February 2010 - April 2011
CAD MicroSolutions Inc. July 2007 - February 2010
Yazaki Corporation June 2004 - January 2007
PSA Insurance Services Ltd April 2003 - September 2003
Queen's University School of English February 2001 - April 2003
Skills
Copywriting, Editing, Multi-channel Marketing, Case Studies, Public Relations, Direct Marketing, Marketing Management, Creative Direction, B2B, Social Media, Marketing Communications, Marketing Strategy, Digital Marketing, Digital Direct Marketing, Coremetrics Analytics, Eloqua, Content Strategy, Marketing Analytics, Lead Generation, Product Management, CRM, Advertising, Email Marketing, Market Research, Online Marketing, Market Planning, Project Management, Marketing, B2B Marketing
Education
University of Toronto 2007 — 2009
SCS, Marketing
Queen's University 1999 — 2004
Bachelor of Arts Honours, English
BMO Financial Group July 2012 - Present
Bank of Montreal October 2007 - July 2012
Celestica April 2005 - October 2007
Celestica May 1999 - March 2005
Skills
Continuous Improvement, Change Management, Lean Manufacturing, Strategy, Six Sigma, Toyota Production System, Management Consulting, Business Process, Cross-functional Team..., Process Engineering, Business Analysis, Operational Excellence, Operations Management, Business Process..., Quality Management, Process Improvement, Testing, Project Portfolio..., Business Transformation, Coaching, PMO, Program Management
Education
Queen's University 1996 — 2001
B.Sc, Engineering Physics
Mayfield S.S. 1989 — 1998
CIBC World Markets January 2015 - Present
BMO Financial Group June 2014 - January 2015
BMO Financial Group February 2011 - June 2014
LG Electronics Canada December 2009 - January 2011
Shinhan Bank August 2008 - December 2009
Korea Exchange Bank May 2007 - February 2008
Skills
Financial Analysis, Financial Modeling, Banking, Credit, Corporate Finance, Credit Analysis, Risk Management, Credit Risk, Accounting, Valuation, Financial Reporting, Forecasting, Strategic Financial..., Management
Education
Queen's University 2013 — 2014
Master's Degree, Finance
University of Toronto - Rotman School of Management 2002 — 2007
B. Comm, Accounting and Finance
Yonsei University 2000 — 2001
Bachelor of Business Administration (BBA), Business and Administration
BMO Financial Group February 2015 - Present
State Street December 2013 - February 2015
IBM May 2011 - November 2013
Ultima Towers South (TSCC 1741) – Board of Directors May 2011 - November 2012
Give and Go Prepared Foods Corp March 2006 - May 2011
Monteco Ltd February 2006 - March 2006
ThyssenKrupp AG August 2004 - October 2005
TransCanada August 2003 - August 2004
TD Waterhouse Capital Markets, Inc. March 1999 - September 2001
Skills
MS Project, SDLC, ITIL, Project Management, PMP, Software Project..., Windows Server, Microsoft SQL Server, Microsoft Exchange, Software Development, Business Analysis, Project Delivery, Telecommunications, Requirements Gathering, IT Service Management, Visio, PMO, Quality Assurance, Solution Architecture, Program Management, Management, IT Strategy, Scrum, Enterprise Architecture, Oracle, Business Process, Project Portfolio..., CRM, SharePoint, System Deployment, Leadership, Microsoft Project
Education
Queen's University 1999 — 2003
Bachelor, Computing Science
University of Toronto
Project Management
ZRN CONSULTING INC. September 2008 - Present
BMO Financial Group February 2003 - August 2008
PwC Consulting July 2000 - March 2002
Keane Canada June 1998 - August 2000
IBM Global Services January 1996 - June 1998
Toronto Dominion Bank June 1994 - December 1996
Manulife Financial June 1981 - July 1994
Skills
Leadership, Business Process..., Management, Program Management, Strategy, Enterprise Architecture, Cross-functional Team..., CRM, Team Leadership, PMO, Solution Architecture, Change Management, CMMI, Project Management, SDLC, Outsourcing, Requirements Analysis, Agile Methodologies
Education
IBM Transformational Learning
core MBA material
Project Management Institute
P.M.P., Project Management
Queen's University
B.A., Biochemistry
Queen's University
Hons. B.Sc., Chemistry and Math
BMO Financial Group April 2015 - Present
BMO Financial Group March 2013 - April 2015
BMO Financial Group February 2009 - March 2013
Bell Canada September 2006 - January 2009
Maple Leaf Foods Inc July 2005 - August 2006
A.T. Kearney January 2002 - June 2005
RBC Capital Markets July 1996 - August 1999
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA
Queen's University 1992 — 1996
BComm
BMO Financial Group 2014 - Present
BMO Financial Group 2011 - 2014
Hydro One June 2010 - August 2010
General Motors (GM) July 2007 - June 2009
General Motors June 2004 - June 2007
Skills
Financial Modeling, Business Analysis, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Dean's Honour List
University of Michigan 2005 — 2008
Master's degree, Automotive and Manufacturing Engineering
Queen's University 1999 — 2004
B.Sc, Mechanical Engineering
BMO Financial Group June 2011 - Present
BMO Financial Group April 2009 - June 2011
BMO Financial Group November 2006 - April 2009
BMO Financial Group December 2003 - November 2006
Progistix Solutions Inc June 2002 - June 2003
Nortel June 1999 - December 2001
Nortel June 1996 - June 1999
Skills
Enterprise Architecture
Education
Queen's University 1994 — 1996
Master of Business Administration (M.B.A.)
University of Toronto 1992 — 1994
Master’s Degree, Electrical Engineering
University of Toronto 1988 — 1992
Bachelor’s Degree, Electrical Engineering
BMO Financial Group April 2015 - Present
Questrade March 2014 - September 2014
GMP Securities September 2013 - February 2014
Garda Security June 2010 - September 2010
GMP Securities L.P. May 2007 - August 2008
Town of Richmond Hill May 2006 - September 2006
Skills
Public Speaking, Analysis, Security, Teamwork, Securities, Investments, Policy, Customer Service, Human Resources, Policy Analysis, Financial Risk, Accounting, Research, AML, Anti Money Laundering
Education
Newcastle University 2010 — 2013
LLB, Law
Queen's University 2006 — 2010
Bachelor of Arts Degree, Honours, Political Studies
BMO Financial Group August 2013 - Present
B2B Trust January 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Analysis, Budgets, Time Management, Microsoft Office, Business Analysis, Team Leadership, Data Analysis, Teamwork, Leadership, Research, Management, Project Management, Banking, Financial Analysis, Team Management
Education
Queen's University 2005 — 2009
BScH, Biology and Psychology
Queen's University December 2014 - May 2015
UnitedHealth Group May 2014 - August 2014
Tribal Worldwide January 2014 - April 2014
Queen's University September 2012 - April 2013
Microsoft May 2012 - September 2012
Queen's University May 2012 - September 2012
Government of Canada June 2010 - July 2010
BMO Financial Group September 2007 - February 2008
Skills
Research, Data Analysis, Critical Thinking, Teamwork, Microsoft Office, Event Planning, Leadership, Qualitative Research, Social Media, Quantitative Research, PowerPoint, Nonprofits, Fundraising, Time Management
Education
Queen's University 2014 — 2015
Masters of Public Administration (MPA)
Queen's University 2009 — 2013
BAH, Political Science
BMO Financial Group February 2015 - Present
CIBC June 2010 - February 2015
First Media 2000 - 2010
Media Bomb/Freelancers Unlimited/P+F/Community 1999 - 2010
Skills
Brand Management, Project Management, Creative Direction, Email Marketing, Strategic Planning, Media Planning, Public Relations, Digital Marketing, Direct Marketing, Mobile Marketing, SEM, Digital Strategy, Analytics, E-commerce, Product Marketing, Multi-channel Marketing, Web Analytics, Online Advertising, Integrated Marketing, Marketing Strategy, Information Architecture, User Experience, User Interface Design, Consulting, Advertising, Online Marketing, SEO, Interactive Media, Management, New Business Development, Copywriting, Marketing, Lead Generation, Strategy, Marketing Communications, CRM, B2B Marketing, Social Media Marketing, Website Development, Interactive Marketing, Brand Development, Competitive Analysis, Customer Acquisition, Digital Media, Market Research, Segmentation, Marketing Research, Strategic Partnerships, Marketing Management, B2B
Education
York University - Schulich School of Business 2009 — 2009
MCBA, Business Analysis
Queen's University
BSch Eng and BAH, Civil Enginnering, Business Management & Theatre
Ryerson University
Telecommunications, Facility Management, Interior Design
University of Toronto
Facilities Management, Project Management
University of Waterloo
Structural/Environmental Engineering
BMO Financial Group September 2013 - June 2014
Self-Employed December 2011 - September 2013
TD Waterhouse September 2010 - November 2011
Trapeze Asset Management March 2009 - May 2010
Self-Employed 2006 - February 2009
TD Asset Management Inc. 2000 - 2006
TD Asset Management Inc. 1999 - 2000
TD Asset Management Inc. 1996 - 1999
Skills
Wealth Management, Insurance, Retirement Planning, Portfolio Management, Risk Management, Asset Management, Investments, Financial Analysis, Financial Planning, Investment Strategies, Wealth, Alternative Investments, Estate Planning, Mutual Funds, Banking, Fixed Income, Asset Managment, Strategic Financial..., Financial Services, Sales, Publishing, Creative Writing, Editing, Analysis, Small Business, Business Development, Leadership, Entrepreneurship, Management, Marketing, Mergers & Acquisitions
Education
Queen's University 1991 — 1995
Bachelor of Arts Honours (B.A.H.), Political Studies
Trinity College School 1987 — 1991
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
BMO Financial Group February 2014 - Present
ADP May 2012 - January 2014
ADP November 2008 - May 2012
Boehringer Ingelheim 2008 - 2008
IBM 2004 - 2008
AIG 2003 - 2004
Skills
Forecasting, Sales Operations, Process Improvement, Strategic Planning, Business Strategy, Financial Analysis, Team Leadership, Business Analysis, Business Intelligence, Financial Modeling, Outsourcing, Change Management, CRM, Analysis, New Business Development, Business Process..., Sales Management, SAP, Strategic Financial..., Product Management
Education
CMA Ontario 2010 — 2012
CMA
Pontificia Universidad Javeriana 2005 — 2006
Finance Management
Pontificia Universidad Javeriana 1997 — 2002
Industrial Engineer
BMO Financial Group February 2015 - Present
BMO Financial Group May 2014 - January 2015
Brandon Communications May 2013 - May 2014
Qualified Financial Services Inc. May 2012 - April 2013
Freelance August 2010 - May 2012
Women of Influence Inc. May 2009 - August 2009
Skills
Event Management, Event Planning, Marketing Communications, Marketing, Social Media, Sponsorship, Sales, Social Media Marketing, Promotions, Time Management, Entrepreneurship, Advertising, Customer Service, Public Relations, Brand Development, Business Development, Financial Services, Marketing Strategy, Content Strategy, Content Marketing, Strategic Public..., Wealth Management, Leadership, Social Networking, Internal & External...
Education
Université Paris Sorbonne (Paris IV) 2010 — 2010
Cours de Civilisation Française
Queen's University 2005 — 2009
Honours Bachelor of Arts & Science, Theatre/Theater
BMO Financial Group July 2015 - Present
Independant January 2014 - June 2015
Insurance Bureau of Canada 2012 - 2012
Queen's University January 2011 - April 2011
Skills
Python, HTML, JavaScript, Web Development, Algorithms, Software Deployment, Linux, Eclipse, Debugging, Computer Science, PL/SQL, Oracle SQL Developer, Unix
Education
Queen's University 2009 — 2013
Bachelor of Computer Science, Cognitive Science
Cawthra Park Secondary School 2005 — 2009
Regional Arts Program, Guitar
Various Corporations December 2005 - September 2010
BMO Financial Group 2003 - 2005
Skills
Banking, Research, Social Media, Analysis, Investments
Education
Canadian Securities Institute 2002 — 2003
Canadian Securities Course (CSC), Investments
George Brown College 2001 — 2002
Post-Graduate Diploma, Business Marketin
Queen's University 1997 — 2001
Bachelor's Degree, History
Northview Heights S.S. 1993 — 1996
High School, Ontario Scholar
Bethune 1991 — 1993
High School
BMO Financial Group May 2015 - Present
Hewlett-Packard January 2013 - Present
Hewlett-Packard April 2010 - January 2013
Ehvert Engineering December 1997 - April 2010
Skills
Data Center, Servers, HP, IT Operations, Infrastructure..., Infrastructure, Outsourcing, Vendor Management, ITIL, People Development, Personnel Management, Mission Critical..., Project Planning, Engineering, Project Management, Leadership, Management, Integration, IT Strategy, Team Leadership, Facilities Management, CRM, Service Delivery
Education
Queen's University
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
BMO Financial Group May 2014 - Present
Wells Fargo November 2012 - December 2013
Apple January 2012 - October 2012
Wells Fargo April 2009 - May 2011
Hotwire September 2008 - January 2009
Gap Inc. April 2007 - August 2008
Charles Schwab August 2006 - December 2006
Williams Sonoma July 2004 - March 2006
The Pasha Group October 2003 - June 2004
United Health Group May 2002 - December 2002
Skills
Business Analysis, E-commerce, Functional..., Process Flow, Test Cases, SDLC, Requirements Analysis, Business Requirements, Retail, Web Applications, Visio, Integration, Software Project..., Cross-functional Team..., Systems Analysis, Quality Assurance, Data Migration, Process Improvement, Testing, User Acceptance Testing, Business Process, Databases, Product Management
Education
Pomona College 1991 — 1994
Bachelor of Arts
Irvine High School 1987 — 1990
BMO Financial Group October 2013 - Present
Visa September 2013 - October 2013
Visa February 2013 - October 2013
Johnson & Johnson November 2012 - February 2013
Johnson & Johnson June 2011 - November 2012
Johnson & Johnson June 2009 - June 2011
Cara Operations September 2008 - January 2009
Skills
Customer Insight, Brand Management, Brand Equity, Consumer Products, Marketing Management, Marketing Strategy, Brand Architecture, Marketing Research, Competitive Analysis, Market Research, Segmentation, Cross-functional Team..., Product Launch, Business Strategy, Marketing, Leadership, Market Planning, Digital Marketing, Brand Development, Consumer Insight, P, Product Innovation, Digital Strategy, Brand Awareness, Nielsen, Competitive Intelligence, Online Advertising, Online Marketing, Pharmaceutical Industry, Market Analysis, Integrated Marketing, Strategy, Analytics
Education
Queen's University 2004 — 2008
B.Comm, Commerce
University of Antwerp 2007 — 2007
Economics
Scotiabank January 2014 - Present
BMO Financial Group August 2010 - January 2014
The Nielsen Company September 2007 - August 2010
Queen's University September 2006 - August 2007
Skills
SAS, Statistical Modeling, Monte Carlo Simulation, Derivatives, Quantitative Analytics, Business Analysis, Fixed Income, Matlab, VBA, Time Series Analysis, P&L, R, SQL, Market Research, SPSS, C/C++, Risk Management, Optimization, Capital Markets, Data Warehousing, Pricing Analytics
Education
Queen's University
M.Sc., Mathematics and Statistics
Université de Montréal
B.Sc., Mathematics and Statistics
Home Trust Company April 2014 - Present
BMO Financial Group June 2012 - April 2014
ING Bank of Canada April 2011 - June 2012
ING Bank of Canada April 2007 - April 2011
Canada Mortgage and Housing Corporation 2006 - 2007
Skills
Credit Risk, Risk Management, Portfolio Management, Banking, Credit, Residential Mortgages, Enterprise Risk..., Financial Risk, Structured Products, Financial Analysis, Counterparty Risk, Underwriting, CMBS, ALM, Investments, Finance, Analysis, Internal Controls, Derivatives
Education
Queen's University 2008 — 2009
MBA
University of California, Berkeley 2003 — 2005
Business Administration/Intellectual Property Law
BMO Financial Group November 2014 - Present
BMO Financial Group July 2013 - November 2014
PNC Bank May 2010 - December 2012
Sawyier & Williams, LLP October 2007 - May 2010
Surgipath Medical Industries, Inc. October 2005 - May 2006
Garretson & Santora March 2005 - June 2005
Skills
Estate Planning, Trusts, Certified Anti-Money..., Anti Money Laundering, Risk Analysis, Risk Assessment, Quality Assurance, Wills, Corporate Law, Wealth Management, Legal Research, Banking, Arbitration, Estate Administration, Retirement Planning, Courts, Investments, Mutual Funds, Legal Writing, Microsoft Office, Asset Management, Wealth Management..., Investment Management, Portfolio Management, Special Needs Trusts, Strategic Financial..., Asset Allocation, High Net Worth..., Westlaw, Trust Services, Retirement, Lexis, Wealth, Financial Planners, Financial Planning, Litigation, Loans
Education
Valparaiso University School of Law 2001 — 2004
Juris Doctor
Purdue University Calumet 1998 — 2001
B.A., Political Science with Criminal Justice
Trolleybus Urban Development Inc. 2015 - Present
Infrastructure Ontario March 2013 - August 2014
BMO Financial Group January 2011 - February 2013
Scotiabank July 2009 - January 2011
GE Capital April 2008 - February 2009
Ryerson University 2007 - 2008
Country Style Food Services September 2002 - March 2007
Skills
Investments, Real Estate Development, Portfolio Management, Brokerage, Property Management, Commercial Real Estate, Strategy, Management, Financial Reporting, Corporate Real Estate, Real Estate Transactions, Real Estate, Process Improvement, Asset Management, Financial Analysis, Bloomberg, Leadership, Investment Properties, Real Estate Financing, Property, Disposition, New Business Development, Finance, Financial Modeling, Valuation, Leases, Due Diligence, Negotiation
Education
Queen's University 2012 — 2013
Master of Finance, Finance
Ryerson University 2007 — 2008
MBA, Retail and Commercial Development
Bank of Montreal November 2013 - Present
Bank of Montreal July 2011 - October 2013
BMO Financial Group January 2011 - December 2011
BMO Financial Group August 2009 - January 2011
BMO Financial Group August 2007 - August 2009
Monitor Deloitte September 2004 - August 2007
Skills
Business Strategy, Strategy, Strategic Thinking, Finance, Financial Modeling, Financial Services, Management Consulting, Strategy Implementation, Financial Analysis, Organizational Design, Mergers, Due Diligence, Change Management, Strategic Planning, Risk Management, Acquisition Integration, Business Transformation, Analytics, Strategic Consulting, Competitive Analysis, Corporate Recovery, Wealth Management, Investment Brokerage, Life Insurance, Retail Banking, Team Building, Team Leadership, Team Management, Regulatory Affairs, Regulatory Submissions, Regulatory Requirements, Regulatory Filings, Crisis Management, Crisis Communications, Executive Management, Transformational..., Program Management, Project Management, Strategic Leadership, Strategic Communications, Presentation Skills, Presentation Development, Integrative Thinking, Event Management, Written Communication, International Relations, Program Implementation, Enterprise Risk..., Risk Analysis, Growth Strategies
Education
University of Toronto - Rotman School of Management 2011 — 2012
Advanced Leadership Program
University of Toronto - Rotman School of Management 2002 — 2004
MBA
Queen's University
BAH, English Literature/Classical Studies
BMO Financial Group 2007 - Present
Harris Bank / Bank of Montreal 1980 - Present
Harris Bank 2000 - Present
Harris Trust and Savings Bank 2000 - Present
Harris N.A., (Bank of Montreal) 1980 - Present
Bank of Montreal 1980 - Present
Harris Bank/BMO January 2012 - 2014
Harris NA 2006 - 2010
Harris Bank 1980 - 2010
Harris Bank 1980 - 2010
Skills
Banking, Business Analysis, Portfolio Management, Retail Banking, Risk Management, Credit, Commercial Banking, Vendor Management, PMO, Management, Financial Services, SDLC
Education
Purdue University Calumet 1974 — 1978
BMO Financial Group July 2013 - Present
BMO Financial Group April 1996 - Present
Mayer Brown September 1990 - April 1996
Skills
Strategic Leadership, Corporate Governance, Enterprise Risk..., Regulatory Compliance, Mergers & Acquisitions, Cross-functional Team..., Corporate Law, Litigation, Securities, Strategy, Crisis Management, Registered Investment..., Estate Planning, Estate Administration, Trusts, Commercial Litigation, Wealth Management, Civil Litigation
Education
University of California, Berkeley - School of Law 1987 — 1990
J.D.
Purdue University 1983 — 1987
B.A., Political Science
BMO Financial Group June 2014 - Present
Bank of America Merrill Lynch March 2002 - June 2014
Gen Re Securities September 2001 - March 2002
Reval February 2000 - September 2001
Rabobank International June 1998 - January 2000
JP Morgan 1992 - 1998
Skills
Derivatives, Capital Markets, Structured Products, Equities, Credit Derivatives, Fixed Income, Credit, Hedge Funds, Risk Management, Portfolio Management, Business Analysis, Investment Banking, Options, Mortgage Lending, Trading Systems
Education
Princeton University 1986 — 1987
MSEE, Electrical Engineering
Wesleyan University 1977 — 1982
BA, Math/Economics
BMO Financial Group July 2014 - Present
Giesecke & Devrient 2009 - 2014
Giesecke & Devrient 2006 - 2014
Giesecke & Devrient 2006 - 2008
CGI 2004 - 2006
Microsoft 2002 - 2004
Skills
Strategy, Project Management, Vendor Management, Leadership, Management, Business Development, Business Analysis, Program Management, Account Management, Mobile Payments, Risk Management, Product Management, Information Technology, Project Portfolio..., Team Leadership, Sales Management, Sales, SDLC, Consulting, Technical Leadership, IT Strategy, Software Development
Education
University of Toronto - Rotman School of Management 2012 — 2014
Master of Business Administration (MBA)
Queen's University
Bachelor of Science
Toronto Hydro July 2013 - Present
Resources Global Professionals October 2012 - July 2013
BMO Financial Group March 2007 - August 2008
Kingsway Financial Services Inc. November 2003 - March 2007
Canada Life July 1998 - August 2003
Skills
Enterprise Risk..., Corporate Governance, Internal Audit..., Compliance, Project Management, Sarbanes-Oxley Act, Team Leadership, Internal Controls, Risk Analysis, Continuous Auditing, Internal Audit, Operational Risk..., Financial Risk, Mentoring, Staff Development, Accounting, Auditing, COSO, Financial Analysis, Financial Reporting, IT Audit, Risk Management, Sarbanes-Oxley
Education
Queen's University 1986 — 1990
B. Comm, Accounting
Guelph CVI
Guelph CVI
HSBC September 2010 - Present
HSBC Bank Canada May 2007 - August 2010
BMO Financial Group March 1999 - August 2000
Abitibi-Consolidated Inc. 1996 - 1998
PwC September 1984 - June 1996
Skills
Financial Analysis, Operational Risk, Business Analysis, Internal Controls, Financial Reporting, Auditing, Accounting, General Ledger, Accounts Receivable, Credit Risk, Banking, Retail Banking, Commercial Banking, Financial Risk, Risk Management
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.)
Toronto Hydro March 2010 - Present
BMO Financial Group November 2007 - February 2010
Vertex Canada March 2003 - November 2007
Hydro One January 2001 - March 2003
Enbridge Gas Distribution May 1998 - January 2001
Skills
Employee Relations, Onboarding, Leadership, Coaching, Union Experience, Utility Industry, Call Center, Contact Centers, Collections, Collective Bargaining, Workforce Planning, Management, Workforce Management, Remittance Processing, Operations Management, Strategic Planning, Business Analysis, Customer Experience, Personnel Management, Budgets, Organizational...
Education
University of Windsor 2003 — 2003
Western University 2001 — 2001
Queen's University 1997 — 1997
BMO Financial Group May 2014 - Present
BMO July 2012 - May 2014
Bank of Montreal July 2006 - July 2012
Bank of Montreal July 2004 - June 2006
Ontario Public Service July 2003 - June 2004
Ontario Public Service September 2002 - June 2003
Skills
Employee Engagement, HRIS, Recruiting, Vendor Management, Project Management, Talent Management, Workforce Planning, HR Policies, Talent Acquisition, Change Management, Executive Positions, 360 Assessments, Employee Surveys, Survey Design, Leadership, Performance Management, Human Resources, Interviews, Onboarding, Management
Education
University of Toronto 2001 — 2002
Masters of Industrial Relations, Human Resources
Queen's University 1997 — 2001
Bachelor of Commerce, Commerce
Margaret Marco Consulting December 2009 - Present
BMO Financial Group February 2015 - Present
BMO Financial Group August 2014 - February 2015
Scotiabank September 2013 - July 2014
RBC Royal Bank August 2010 - July 2013
ResMor Trust Company December 2009 - July 2010
Bank of Montreal November 2007 - December 2009
Bank of Montreal February 2006 - October 2007
AMS March 1995 - January 2004
AMS June 2003 - December 2003
Skills
Data Modeling, Data Analysis, Executive Reporting, Quality Assurance, Object Modelling, Waterfall, Requirements Analysis, Requirements Gathering, Business Intelligence, Business Requirements, Requirements Management, Requirement..., Software Requirements, Functional Requirements, System Requirements, Data Warehousing, Data Warehouse..., Oracle Applications, PeopleSoft, Legacy Modernization, Legacy System Conversion, Consulting, Large Scale Deployments, Financial Reporting, Quick Study, Liaison, Functional..., ISO, CMMI, Use Case Analysis, Offshore Resource..., Elicitation, MS Project, Business Analysis, Databases, Oracle, Quality Center, CRM, SQL, Business Process...
Education
Penn State University 1985 — 1989
BS, Physics
Capco November 2012 - Present
BMO Financial Group February 2010 - November 2012
BMO Financial Group November 2007 - February 2010
Asian MobileLink June 2006 - July 2007
CIBC May 2005 - August 2005
National Bank Financial October 2002 - May 2004
AGF Management January 2002 - June 2002
Skills
Business Development, Project Management, Leadership, Strategy, Business Strategy, Enterprise Software, E-commerce, IT Strategy, Analysis, Integration, Project Planning, Team Building, Banking, Finance, Negotiation, Investments, Public Speaking, Business Analysis, Mergers & Acquisitions, Management Consulting, Risk Management
Education
University of Toronto - Rotman School of Management 2005 — 2006
MBA, Marketing
Queen's University 1996 — 2001
BAH, Political Science
Canadian Securities Institute 2000 — 2000
CSC
BMO Financial Group December 2014 - Present
The Co-operators April 2014 - December 2014
Expedia, Inc. May 2013 - April 2014
LoyaltyOne September 2012 - February 2013
Katz Group Canada Ltd. / Rexall Pharma Plus February 2011 - August 2012
Broadstreet Data 2010 - February 2011
Skills
Informatica, Data Integration, ETL, Data Quality, Data Warehousing, PL/SQL, SQL Server, Data Migration, Oracle SQL, Netezza, Greenplum, Oracle, Microsoft SQL Server, Data Marts, Performance Tuning, DB2
Education
Peking University 1994 — 1997
Master of Science (M.Sc.), Science
Peking University 1989 — 1994
Bachelor of Science (B.Sc.), Science
BMO Financial Group April 2015 - Present
BMO Financial Group June 2014 - April 2015
BMO Financial Group August 2011 - May 2014
BMO Financial Group November 2010 - August 2011
The Ottawa Hospital November 2008 - November 2010
The Ottawa Hospital July 2004 - November 2008
Bank of Montreal November 2003 - March 2004
Bank of Montreal July 2002 - August 2003
BMO Financial Group April 1999 - July 2002
Nestle May 1998 - March 1999
Skills
Strategic Planning, Process Improvement, Change Management, Employee Engagement, PeopleSoft, Human Resources, Conflict Resolution, Business Process..., Business Process..., Employee Benefits, Recruiting, Program Management, Employee Relations, Payroll, Time & Attendance, Healthcare Management
Education
York University - Schulich School of Business 2002 — 2003
MBA
University of New South Wales 1997 — 1997
Bachelor of Commerce (B.Com.), Exchange student
Queen's University 1993 — 1997
Bachelor of Commerce Honours
BMO Financial Group October 2014 - Present
BMO Financial Group March 2014 - September 2014
BMO November 2010 - February 2014
Subway July 2008 - October 2010
Dell May 2006 - July 2007
INTEK System and Services - India April 2003 - April 2006
Skills
Customer Satisfaction, Customer Service, Inventory Management, Time Management, Food Service, Microsoft Office, Microsoft Excel, Management, Retail, Teamwork, Microsoft Word, Restaurants, Team Leadership, Sales, PowerPoint, Restaurant Management, Food & Beverage, Leadership, Hospitality, Cashiering, Team Building, Finance, Team Management, Analysis, Business Analysis
Education
CMA Institute of Ontario 2012 — 2015
Pursuing CMA (Certified Management Accountant) Designation
Seneca College of Applied Arts and Technology 2007 — 2008
Graduate Certificate, International Business
Punjabi University 2003 — 2006
Bcom, commerce
BMO Financial Group November 2012 - Present
BMO Financial Group October 2010 - November 2012
CIBC February 2010 - June 2010
SMS Equipment June 2008 - October 2009
Skills
Financial Analysis, Forecasting, Financial Reporting, Reconciliation, Financial Modeling, Performance Management, Marketing Effectiveness, Financial Data..., Finance & Accounting, Account Reconciliation, Accounting, General Ledger, Internal Controls, Budgets, Business Analysis, Financial Statements, Credit Analysis, Auditing, ERP, Analysis, Cost Accounting, Managerial Finance, Change Management, Banking, Assurance, Finance, Tax, Financial Audits, Financial Services, Strategy, Process Improvement, Business Process..., IFRS, Data Analysis, Financial Accounting, Financial Risk, Strategic Financial..., Risk Management, Corporate Finance
Education
ICMAP - PAKISTAN 1996 — 2001
P-III - Management Accountant, FINANCIAL MANAGEMENT
Preston University 1999 — 2000
MBA, Business Finance
University of the Punjab, Lahore 1994 — 1996
•Bachelors of Commerce (B-COMM), COMMERCE
BMO Financial Group April 2014 - Present
BMO Financial Group September 2012 - March 2014
Indigo October 2011 - January 2012
CIBC May 2010 - September 2011
Golden Electronics 2003 - 2010
Queen's University August 2008 - April 2009
Renaissance School of Music September 2006 - June 2007
Queen's University - Main Campus Residence Council September 2006 - April 2007
Skills
Canadian Securities..., Conduct and Practices..., Personal Financial..., Certificate in..., Customer Service, Banking, Call Centers, Financial Services, Sales
Education
Queen's University 2005 — 2009
Bachelor of Arts (Honours), Political Studies
Earl Haig Secondary School
BMO Financial Group February 2014 - Present
Bank of Montreal January 2011 - February 2014
Stikeman Elliott LLP July 2006 - January 2011
Skills
Securities Regulation, Negotiation, Corporate Governance, Corporate Law, Legal Compliance, Capital Markets, Privacy Law, Due Diligence
Education
University of Toronto 2003 — 2006
J.D., Law
The London School of Economics and Political Science (LSE) 2002 — 2003
Msc, Economics
Queen's University 1997 — 2001
B.A.H., Math, Economics
Toronto French School
BMO Financial Group May 2015 - Present
BMO Financial Group June 2013 - May 2015
BMO Financial Group April 2012 - June 2013
BMO Financial Group November 2010 - April 2012
Toron Capital Markets May 2008 - August 2008
Skills
Banking, Finance, Forecasting, Leadership, Financial Analysis, Retail Banking, Financial Modeling, Mutual Funds, Wealth Management, Investments
Education
Queen's University 2005 — 2009
Bachelor of Commerce, Commerce
BMO Financial Group December 2008 - Present
American Express April 2002 - November 2008
CMC Ltd September 1996 - April 2002
ESAB INDIA LIMITED July 1994 - September 1996
Skills
Software Project..., Requirements Analysis, SDLC, Data Warehousing, Data Modeling
Education
Punjab Engineering College 1990 — 1994
B.E., Electrical
Accenture August 2015 - Present
BMO Financial Group January 2014 - August 2015
Bank of Montreal October 2010 - December 2013
Bank of Montreal 2008 - 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Capital Markets, Data Analysis, Time Management, Analysis, Business Analysis, Derivatives, Front Office Trading..., VBA, P&L Analysis, Risk Management
Education
Queen's University 2015 — 2016
Master's degree, Finance, General
University of Toronto 2006 — 2010
Bayview
Bayview
Bayview
BMO Financial Group May 2014 - Present
BMO April 2013 - May 2014
Deloitte 2011 - 2012
Orion Partners April 2010 - December 2010
Skills
Business Transformation, Organizational..., Organizational Design, Talent Management, Performance Management, Change Management, Management Consulting, HR Transformation, HR Consulting, Consulting, Strategy, Human Resources, Leadership Development
Education
London School of Economics and Political Science 2008 — 2009
MSc, International Employment Relations and Human Resource Management
University of Oxford 2007 — 2008
MSc, Comparative Social Policy
Queen's University 2002 — 2006
BAH, Political Studies
BMO Financial Group January 2011 - Present
CIBC August 2008 - January 2011
TD Bank May 2004 - August 2008
Skills
Business Analysis, Banking, Risk Management, Market Risk, Credit Risk
Education
CrossFit Level 1 Trainer 2013 — 2013
Project Management Institute 2010 — 2010
PMP, Project Management
Canadian Securities Institute 2007 — 2007
CSC, Canadian Securities Course
University of Alberta 2000 — 2004
B.SC. Comp Sci Specialization, Computer Science
Queen's University 1994 — 1999
BCOMM (Honours), Commerce
RBC May 2015 - Present
BMO Financial Group January 2014 - May 2015
RBC January 2013 - January 2014
RBC Royal Bank October 2010 - December 2012
Deloitte & Touche September 2009 - October 2010
Skills
定量分析, 风险管理, 金融建模, Visual Basic for..., 市场风险, 估值, Analysis, Analytics, Access, Banking, Derivatives, C#, Risk Management, SQL, VBA, SAS, Financial Modeling, Valuation, Insurance, Financial Analysis, Business Development, Capital Markets, Market Risk, Management, Quantitative Analytics
Education
Queen's University 2008 — 2009
Master, Management Science, Finance
Queen's University 2003 — 2009
Ph.D, Computer Science
Institute of Computing Technology, Chinese Academy of Sciences 2000 — 2003
Master, Computer Engineering
Peking University 1996 — 2000
Bachelor, Computer Science and Technology
High School
BMO Private Banking September 2015 - Present
BMO Financial Group November 2013 - September 2015
BMO Bank of Montreal October 2011 - November 2013
BMO Bank of Montreal June 2010 - October 2011
BMO Bank of Montreal February 2005 - June 2010
BMO Financial Group January 2004 - February 2005
BMO Financial Group July 2000 - January 2004
Skills
Team Leadership, Sales, Management, Account Management, Performance Management, Change Management, Performance Improvement, Strategic Planning, Cross-functional Team..., Customer Service, Coaching, Negotiation, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Banking, Risk Management, Analysis, Training, Customer Satisfaction, Leadership, Portfolio Management
Education
Queen's University 2014 — 2016
Master of Business Administration (MBA), MBA
Simon Fraser University 1995 — 2000
Bachelor of Arts (B.A.), Economics
BMO Financial Group October 2013 - Present
Bank of Montreal May 2011 - October 2013
TD Bank 2009 - 2011
TD Bank 2007 - 2009
TD Bank 2004 - 2007
TD Bank Group 2001 - 2004
Skills
Change Management, Leadership, Management, Credit, Financial Services, Finance, Team Leadership, Financial Risk, Project Management, Loans, Corporate Finance, Human Resources, Equities, Credit Cards, Risk Management
Education
Queen's University
MBA, Finance
University of Waterloo
Honors Urban Planning
BMO Financial Group January 2014 - Present
CIBC March 2011 - May 2013
CIBC May 2008 - March 2011
Bank of Montreal May 2007 - May 2008
Rogers Communications November 2005 - May 2007
American Express June 2003 - January 2005
American Express July 2000 - July 2003
Skills
Organizational..., People Change Management, Organizational Needs..., Organizational Design, Business Process..., Performance Management, Training, Strategic Planning, People Development, Call Center, Credit Risk, Business Analysis, Credit Cards, Relationship Management, Team Facilitation, Change Management, Call Centers, Team Leadership, Team Building, Process Improvement, Leadership Development, Talent Management, Business Strategy, Management, CRM
Education
CIBC 2010 — 2011
People Change Management Practitioner, Change Management
Queen's University 2005 — 2005
Organization Development Foundations
University of Toronto - Rotman School of Management 2005 — 2005
Advanced Program in Human Resources Management, Human Resources
American Express 2001 — 2001
Six Sigma Black Belt, Process Improvement
University of Ottawa 1983 — 1988
BASC, Engineering
BMO Global Asset Management June 2014 - Present
BMO Financial Group March 2011 - May 2014
BMO Financial Group September 2009 - February 2011
BMO Harris Private Banking October 2007 - August 2009
Skills
Risk Management, Investments, Strategic Financial..., Portfolio Management, Communication Skills, Credit, Finance, Banking, Loans, Financial Services, Financial Risk, Commercial Banking, Strategy, Credit Risk, Equities, Mutual Funds, Financial Planning
Education
Queen's University
Master of Business Administration (MBA), Strategy
Wilfrid Laurier University
Bachelor of Business Administration (BBA), Finance
BMO Financial Group February 2013 - Present
BMO Financial Group September 2010 - February 2013
Ajilon Consulting Inc., Montreal June 2009 - August 2010
control union world group September 2006 - February 2009
Skills
CRM, Analysis, Negotiation, Spanish, English, Management, Strategic Planning, Portuguese, Business Planning
Education
Pontifícia Universidade Católica de São Paulo / PUC-SP 2003 — 2007
Bachelor's degree, International Relations and Affairs
Universidad del Salvador 2006 — 2006
International Relations and Affairs
BMO Financial Group 2004 - Present
BMO Financial Group 1999 - 2003
Goldfarb Consultants 1995 - 1998
Education
Queen's University
MBA
Queen's University
Honours Bachelor of Arts, English Literature
BMO Financial Group October 2014 - Present
TD June 2013 - October 2014
TD April 2012 - June 2013
TD October 2007 - April 2012
Skills
Retail Banking, Financial Services, Leadership, Mutual Funds, Finance, Banking, Credit, Relationship Management, Mortgage Lending, Financial Analysis, Team Leadership, Project Management, Management, Strategic Financial..., Customer Experience, Sales Management, Financial Planning, People Development, Business Process..., Investments
Education
Queen's University
Master of Business Administration (MBA), Strategy
University of Ontario Institute of Technology 2007 — 2011
Bachelor of Commerce (B.Comm.), Accounting and Finance
BMO Financial Group October 2014 - Present
Rogers Communications December 2013 - October 2014
BMO October 2011 - December 2013
IT Ressolve January 2011 - September 2011
Gibraltar Solutions Inc. June 2010 - December 2010
NHS October 2009 - May 2010
BT Global Services September 2005 - September 2009
NHS April 2004 - September 2005
Browns Operating Systems 2000 - 2002
Skills
Project Management, Project Planning, Cross-functional Team..., Coaching Staff, Senior Stakeholder..., Build Strong Teams, ITIL, Executive Reporting, Risk Assessment, Financial Accounting, MS Project, Risk Management, Network Architecture, Information Security..., Security, Strategy, Pre-sales, Management, Vendor Management, Project Delivery, Microsoft Project, Business Analysis, Integration, Team Leadership, IT Strategy
Education
Queen Mary, U. of London 1996 — 1999
Bachelor of Engineering (BEng) Hons
Chadwell Heath High
BMO April 2014 - Present
BMO Financial Group 2010 - 2014
BMO Financial Group 2007 - 2010
BMO Financial Group 1997 - 2007
Ontario Power Generation 1991 - 1996
IBM 1986 - 1991
Skills
Human Resources, Performance Management, Talent Management, Personnel Management, Workforce Planning, Management, Succession Planning, Employee Engagement
Education
Queen's University
Honours, Bachelor of Commerce
University of Toronto
Advanced Program in Human Resource Management