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 September 2014 - Present
Rogers Communications September 2010 - September 2014
TRADER Corporation June 2008 - August 2008
Best Buy Canada June 2006 - August 2006
Skills
Telecommunications, Wireless, Mobile Devices, Internal Communications, Marketing Communications, Customer Experience, Cold Calling Experience, Sales Process, Sales, Customer Service
Education
The University of British Columbia 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Japanese Language School, Richmond BC 1995 — 2005
Japanese Diploma
TD Wealth Private Investment Advice February 2014 - Present
CIBC July 2012 - January 2014
TD Canada Trust February 2010 - July 2012
TD Securities January 2007 - March 2010
TD Canada Trust March 2005 - January 2007
TD Insurance July 2002 - March 2005
TD Canada Trust December 2000 - July 2002
Canada Trust April 1998 - December 2000
BMO Financial Group September 1996 - April 1998
London Life and Balanced Planning August 1995 - September 1996
Skills
Banking, Retail Banking, Financial Services, Commercial Banking, Financial Advisory, Training, Loans, Coaching, Investments, Portfolio Management, Finance, Business Development, Financial Risk, Small Business Lending, Credit, Management, Commercial Mortgages, Retirement Planning, Strategic Financial..., Wealth Management, Mortgage Lending, Relationship Management, Small Business, Team Leadership, Residential Mortgages, Mutual Funds, Insurance, Real Estate Financing, Commercial Lending, Consumer Lending, Credit Analysis, Sales, Foreign Exchange..., Fixed Income, Leadership, Investment Strategies, Retail Banking -..., Community Outreach, People Development, Mentoring, FX Options, Strategic Thinking, Securities, Wealth, Estate Planning, Strategy, Investment Advisory, Wealth Preservation..., Wealth Accumulation..., Downsizing
Education
Canadian Securities Institute 1990 — 2014
IFIC, CSC, PFP, CPH, BMC, WME, CIM (2014)
Chartered Investment Manager 2013 — 2015
CIM Candidate
The University of British Columbia 1990 — 1994
BA
HSBC February 2014 - Present
BMO Financial Group June 2013 - February 2014
BMO May 2012 - June 2013
Bank of Montreal October 2010 - May 2012
Skills
Commercial Banking, Financial Services, Retail Banking, Credit, Credit Risk, Investments, Loans, Finance, Portfolio Management, Banking, Credit Analysis, Wealth Management, Management
Education
Simon Fraser University 2006 — 2010
Bachelor of Business, Finance
BMO Financial Group September 2013 - Present
SIFE September 2011 - June 2012
China International Capital Corporate (CICC) August 2011 - August 2011
HSBC August 2010 - August 2010
Skills
Microsoft Office, Market Research, Teamwork, Event Planning, Social Media Marketing, PowerPoint, Data Analysis, Mandarin, Microsoft Excel, Time Management, Public Speaking, Leadership, Research, Social Media, Team Leadership, Financial Analysis, Economics, Financial Modeling, Marketing Strategy, Customer Service
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce (BCom), Finance and Marketing
BMO Financial Group November 2014 - Present
TD March 2013 - November 2014
TD January 2011 - March 2013
TD May 2009 - January 2011
Skills
Customer Service, Research, Strategic Planning, Budgets, Retail Banking, Commercial Banking, Credit Analysis, Strategy, Financial Services, Management
Education
Thompson Rivers University 2007 — 2008
Master of Business Administration (MBA)
Simon Fraser University 2003 — 2007
Bachelor of Arts (BA), Economics
BMO Financial Group October 2013 - Present
BMO Financial Group April 2013 - September 2013
BMO Financial Group October 2012 - April 2013
BMO Financial Group May 2011 - October 2012
Bank of Montreal January 2010 - May 2011
Bain & Company October 2007 - September 2009
Bain & Company June 2006 - August 2006
Navigant Consulting October 2002 - August 2005
Celestica May 2000 - August 2001
Skills
Strategy, Competitive Analysis, Management Consulting, Financial Modeling, Business Development, Mergers & Acquisitions, Process Improvement, Due Diligence, Leadership, Project Management, Valuation, Forecasting, Financial Services, Investments, Banking, Mergers, Analytics, Strategic Planning, Consulting, Negotiation, Product Management, Finance
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Management
University of Toronto 1997 — 2002
Bachelor of Applied Science, Engineering Science, Manufacturing Systems Option
Passenger June 2014 - Present
AbbeyPost February 2014 - April 2014
BMO Financial Group April 2013 - June 2013
Practising Law Institute September 2010 - March 2013
State Street October 2008 - July 2010
New York State Assembly January 2007 - May 2007
Skills
Social Media, Social Media Marketing, Editing, Program Management, Community Engagement, Community Management, Marketing, Research, Email Marketing, Blogging, Analysis, Brand Development, Facebook, Event Planning, WordPress, Integrated Marketing, Content Strategy, CRM, Customer Service, Web Analytics, Google Analytics, Twitter, Buzz Monitoring, Marketing Research, Microsoft Office, Quality Management, Social Networking, Account Management, Web Publishing, Social Media Measurement, Digital Media, Copy Editing, Digital Marketing, Online Advertising, Lead Generation, Digital Strategy, Market Research, Marketing Communications, Marketing Strategy, Google Adwords, Proofreading, Public Speaking, Writing, Management, Strategy
Education
Syracuse University 2004 — 2008
Bachelor of Arts, Political Science
Skaneateles High School 2000 — 2004
University of Toronto School of Continuing Studies September 2014 - Present
BMO Financial Group May 2014 - Present
BMO Financial Group June 2012 - Present
BMO Financial Group May 2011 - June 2012
KPMG International July 2010 - May 2011
Canadian Tire Corporation June 2009 - July 2010
Prescient Digital Media March 2009 - June 2009
Prescient Digital Media May 2008 - March 2009
Open University February 2005 - April 2008
15 UK Psyops 2001 - 2007
Skills
Knowledge Management, Information Management, Change Management, Enterprise Search, Intranet, Information Architecture, Business Analysis, Enterprise Content..., Project Management, IT Strategy, Content Management, Metadata, Document Management, Electronic Records..., Collaboration Tools, Enterprise (internal)..., Strategy, Management Consulting, SharePoint, Taxonomy, Business Intelligence, Social Media, Business Process..., Enterprise Software, Microsoft Office..., Strategic Communications, Enterprise Architecture, Portals, Solution Architecture, PMO, Requirements Analysis, Business Process, Program Management, Consulting, Management
Education
The Open University 2001 — 2005
MBA
The Open University 1994 — 2000
BSc (Hons), Computing and Management
BMO Financial Group February 2011 - Present
EVO Canada June 2010 - Present
Tickets.com January 2010 - March 2010
Pearl Fever Tea House June 2007 - February 2010
Events Marketing August 2009 - December 2009
Skills
Team Leadership, Time Management, Customer Driven, Sales Management, Sales, Financial Analysis, Financial Reporting, Research, Analytics, Business Strategy, Customer Service, Consulting, Marketing Communications, PowerPoint, Positivity, Positive Can-do Attitude, Work Ethic, Social Listening, Tutoring, Translation, Social Media, Microsoft Excel, Microsoft Word, Project Management, Technical Writing, Youth Ministry, Underwriting, Valuation, Volunteer Management, Strategic Partnerships, Key Performance..., Knowledge Management, Health, Korean, English, Data Entry, Credit Risk, Mortgage Lending, Investments, Investment Banking, Consumer Lending, Small Business, Small Business Lending, Banking, Retail Banking, Retirement Planning, Tax Preparation, Tax Returns, Teaching, Key Opinion Leaders
Education
The University of British Columbia 2005 — 2009
Bachelor, Economics/Psychology
BMO Financial Group January 2014 - Present
The Canadian Chamber of Commerce in Hong Kong April 2010 - July 2011
Sun Life Financial June 2009 - August 2009
Skills
Advertising, Marketing, Interviews, Magazines, Social Media, Event Planning, Teamwork, Research, Social Media Marketing, Public Speaking, Time Management, PowerPoint, Event Management, Marketing Communications, Microsoft Office, Social Networking, Public Relations, Microsoft Excel
Education
St. Francis Xavier University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
South Island School of Hong Kong 2007 — 2009
International Baccalaureate
U.S. Bank August 2015 - Present
BMO Financial Group January 2013 - August 2015
Envestnet Asset Management February 2009 - January 2013
Bank of Scotland June 2004 - May 2008
Skills
Enterprise Risk..., Business Continuity, Change Management, Risk Assessment, Program Management
Education
Stanford University
Strategic Decision & Risk Management Certificate
University of Glasgow
BSc International Business, Finance
BMO Financial Group March 2015 - Present
IBM/TD Bank Financial Group July 2014 - January 2015
BMO Financial Group January 2013 - June 2014
TD Bank Financial Group August 2010 - January 2013
Hewlett-Packard, Technology Services 2006 - 2010
Hewlett-Packard, Technology Services 2004 - 2006
Hewlett-Packard, Technology Services 2002 - 2004
Hewlett-Packard, Technology Services 1996 - 2001
Skills
Visio, MS Project, Project Management, Quality Assurance, SharePoint, Project Planning, Management, Cross-functional Team..., Unix, Leadership, Servers, System Administration, Access, Databases, Process Engineering, HP, Service Delivery, Six Sigma, Analysis, Business Development
Education
South China University of Technology 1983 — 1987
Bachelor, Computer Engineering
Linda Kern & Associates 2004 - Present
Sheridan College 2013 - Present
Carmichael Birrell Loberto, Executive Search 2003 - 2004
ExecuTrain 1995 - 1998
RR Donnelley 1991 - 1995
RR Donnelley 1986 - 1991
BMO Financial Group 1984 - 1986
Skills
Training, Coaching, Sales Process, Sales Management, Business Development, New Business Development, Sales, Strategic Partnerships, Solution Selling, Sales Presentations, Performance Management, Selling Skills, Negotiation, Cold Calling, Leadership, Account Management, Public Speaking, B2B, Program Management, Management, Management Consulting, Social Media Marketing, Strategy, Marketing Communications, Project Management, CRM, Improving Sales, Consultative Selling, Needs Analysis, Direct Sales, Executive Coaching, Sales Management..., Business Development..., Sales Rep Training, Interviews, Leadership Development, Time Management, Sales Skills Training, Referral Selling, Calling on the C-Suite, Recruiting, Entrepreneurship, Small Business, Strategic Planning, Team Leadership, Team Building, Mentoring
Education
The University of British Columbia
Bachelor of Commerce (BCom), Marketing
Coaches Training Institute (CTI)
Certified Professional Co-Active Coach (CPCC), Co-Active Coaching
BMO Financial Group June 2013 - August 2013
Skills
C, Java, Matlab, Shell Scripting, Batch Programming, Linux, Windows, Xcode, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Pennsylvania 2012 — 2014
Master's Degree, Electrical and Electronics Engineering
Sun Yat-Sen University 2008 — 2012
Bachelor's Degree, Electrical and Electronics Engineering
China Universal Asset Management July 2015 - September 2015
Amazon July 2014 - September 2014
The Ohio State University January 2013 - December 2013
BMO Financial Group June 2013 - July 2013
Skills
Java, C++, C, JavaScript, Spring Framework, MyBatis, SQL, Apache Velocity, HTML, CSS, jQuery, VBScript, Python, Eclipse, Maven, Git, Research
Education
University of California, San Diego 2014 — 2016
Master of Science (M.S.), Computer Engineering
The Ohio State University 2011 — 2013
BS, Electrical and Computer Engineering
S.U.G.A.R, 1997 - Present
S.U.G.A.R, September 1987 - Present
Agility Business Solutions 2006 - 2007
BMO Financial Group 2000 - 2003
BMO Financial Group 1996 - 2000
BMO Financial Group - Burlington Operations Centre August 1987 - November 1989
Bank of Montreal 1985 - 1987
Skills
Healthcare, Public Speaking, Community Outreach, Program Development, Leadership Development, Case Management, Hospitals, Grant Writing
Education
The University of British Columbia 2010 — 2010
Certificate, Diabetes Edcator Course
BMO Financial Group January 2007 - January 2011
Deloitte 2004 - 2007
Deloitte Consulting 2001 - 2004
Skills
Enterprise Risk..., Change Management, Business Process..., Operational Risk..., Anti Money Laundering, Hospitals, Governance, Risk Management, Financial Risk, Risk Assessment, Internal Audit, Auditing, Internal Controls, Banking, Process Improvement, Sarbanes-Oxley Act
Education
The University of British Columbia 1996 — 2000
BComm
CISA Certified (2005) - Silver Level Member
BMO Financial Group May 2013 - Present
CIBC May 2012 - April 2013
BMO Financial Group June 2009 - October 2011
BMO Financial Group April 2008 - June 2009
BMO Financial Group November 2007 - April 2008
HSBC Bank January 2007 - November 2007
HSBC Bank January 2006 - January 2007
HSBC Bank February 2005 - January 2006
Skills
PMP, People Management, Risk Management, Software Development, Budgeting, Outsourcing, Coaching, Scheduling, Process Engineering, Project Planning, Software Project..., IT Management, Change Management, IT Service Management, Team Building, Team Leadership, PMO, Banking, MS Project, Business Intelligence, ITIL, Business Management, Vendor Management, Business Process..., Planning, Strategic Planning, Process Improvement, SDLC, Team Management, Quality Assurance, IT Operations, Problem Solving
Education
Learning Tree Canada 2011 — 2011
ITIL, ITIL
Learning Tree Canada 2011 — 2011
PRINCE2, PRINCE2 Practitionar Certification
Bank of Montreal Institute of Learning2008 2009 — 2010
People Management training
Project Management Institute 2007 — 2007
PMP, Project Management (PMP)
The George Washington University 2006 — 2007
•Master's Certificate, •Master's Certificate in Project Management
Simon Fraser University 2001 — 2004
MBA, Business Administration
Simon Fraser University 2001 — 2002
Graduate Diploma in Business Administration, Business Administration
Johnson Financial Group October 2014 - Present
BMO Financial Group January 2007 - Present
BMO Financial Group April 2012 - October 2014
M&I Bank September 2005 - January 2007
M&I Bank October 2004 - September 2005
Skills
Training, Banking, Technical Training, Team Building, Coaching, Call Centers, Project Management, Training Delivery, Instructional Design, E-Learning, Sales, Workshop Facilitation, Leadership, Program Management, Public Speaking, Performance Management, Employee Training, Operations Management, Human Resources, Change Management, Leadership Development, Vendor Relationship..., Non-profit Volunteering, Event Planning, Professional Mentoring, Team Leadership
Education
St. Norbert College 1996 — 2000
Bachelor in Art, English and Communication
BMO Financial Group February 2014 - Present
Polaris Financial Technology Limited August 2011 - February 2014
Skills
LoadRunner, Performance Testing, Testing, HP QTP, SDLC, Test Planning
Education
APTECH Computer Education
Higher Diploma in Software Engineering
Sri Venkateswara University
Bachelor of Commerce (BCom)
State Board of Technical Education, Hyderabad
Diploma in Commercial and Computer practice
Amazon November 2014 - Present
Deloitte Australia August 2013 - October 2014
KPMG LLP (Canada) September 2007 - August 2013
KPMG UK January 2011 - October 2011
BMO Financial Group June 2006 - September 2007
Banana Republic June 2005 - August 2006
Skills
Financial Reporting, IFRS, Assurance, Financial Analysis, Auditing, Analysis, Financial Accounting, External Audit, Process Improvement, Mergers & Acquisitions, Due Diligence, Canadian GAAP, Consolidation, US GAAP, Business Process..., Excel, Budgeting and..., Staff Supervision, Multi Company, Multi..., Benchmarking, UK GAAP, Chartered Accountant, Big 4, Audit, Tax Compliance, Process Optimization, Finance Transformation, Finance Function..., Financial Close Process, Transaction Advisory..., Acquisitions, Employee Training, Financial Modeling, Internal Controls, Accounting, Finance
Education
CA School of Business 2007 — 2009
CA, Accounting
Simon Fraser University 2002 — 2007
BBA, Business Administration in Accounting
BMO Financial Group February 2014 - Present
KPMG China September 2011 - September 2011
Industrial and Commercial Bank of China August 2011 - August 2011
China Construction Bank June 2011 - July 2011
SINOPEC December 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, Minitab, Access, SPSS
Education
Syracuse University 2012 — 2013
Master of Science (MS), Finance, 3.77
Sun Yat-Sen University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.8
BMO Financial Group October 2013 - Present
MD Analytics November 2012 - January 2013
Mason Sewing Machine July 2012 - November 2012
Nu-Tech Systems Ltd. May 2012 - July 2012
Elections Canada May 2011 - May 2011
Ocean Fisheries Ltd. July 2007 - August 2010
Skills
Teamwork, Market Research, Marketing Research, Sales, Outlook, Public Speaking, Management, Team Leadership
Education
The University of British Columbia 2013 — 2015
Diploma in Accounting (Dip Acc)
The University of British Columbia, Okanagan 2008 — 2012
Bachelor of Management (B.Mgt), Marketing, Psychology
Hugh Boyd Secondary School 2003 — 2008
High School Diploma
U.S. Cellular February 2013 - Present
BMO Financial Group September 2010 - February 2013
High Tech Solutions November 2008 - September 2010
Bank of America (formerly LaSalle Bank) 1991 - 2008
Skills
Change Management, Coaching, Strategic Planning, Project Management, Microsoft Office, Contact Centers, Business Analysis
Education
St. Ambrose University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
St. Ambrose University
Minto Group Inc. September 2014 - Present
Nature's Path Foods October 2013 - August 2014
BMO Financial Group August 2013 - August 2014
Marcus Evans April 2013 - June 2013
BlackBerry May 2011 - April 2012
Stanley Black & Decker , Inc. May 2010 - August 2010
Skills
SAP, Organized Multi-tasker, Highly detail oriented, competitive and..., Customer Experience, Account Reconciliation, Team Leadership, Management, Project Management, Analysis, Problem Solving, Learning Quickly, Market Research, Telecommunications, Cross-functional Team..., Business Process, Business Analysis, Mobile Devices, Wireless, Strategy, Fluent in Farsi, Business Strategy, Time Management
Education
Simon Fraser University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Extended Minor in Economics
ScotiaMcleod August 2012 - Present
Envision Financial December 2011 - August 2012
BMO Financial Group February 2011 - December 2011
MD Management May 2008 - January 2011
MD Management January 2008 - January 2011
MD Management January 1998 - January 2008
Royal Trust January 1994 - January 1998
Skills
CFA Level 3 Candidate, Retirement Planning, Financial Planning, Investments, CFP, CIM, FMA, FCSI, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Financial Planners, High Net Worth..., Equities, Investment Management, Investment Strategies, Investment Advisory, Wealth, Financial Advisory, Asset Allocation, Finance, Wealth Management..., Securities, Bonds, Asset Management, Pensions
Education
The University of British Columbia 1978 — 1983
Bachelor of Commerce (BCom), Accounting and Computer Science
Institute of Canadian Bankers
The University of British Columbia
BComm, Accounting, Finance
The University of British Columbia
Level 3 Candidate
BMO Wealth Management - Canada June 2015 - Present
Wilfrid Laurier University January 2015 - April 2015
BMO Financial Group May 2014 - August 2014
Wilfrid Laurier University August 2013 - April 2014
Wilfrid Laurier University August 2012 - May 2013
Skills
Data Analysis, Leadership, Teamwork, Team Leadership, Building Relationships, Critical Thinking, Team Building, Management, Research, Stock Market Analysis, Organization, Event Planning, Community Development, Time Management, Microsoft Office, Microsoft Excel
Education
Wilfrid Laurier University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
The Hong Kong University of Science and Technology 2014 — 2014
Exchange - One Semester, Banking, Corporate, Finance
Canadian Securities Institute 2013 — 2013
Canadian Securities Course
Iroquois Ridge High School 2008 — 2011
89
BMO Financial Group July 2013 - Present
Just Energy April 2013 - July 2013
Just Energy July 2010 - March 2013
Altus Group June 2008 - July 2010
InfoMax Technologies Corporation 2006 - 2008
Skills
C#, ASP.NET, T-SQL, WCF, Web Services, SQL, Microsoft SQL Server, Performance Tuning, Requirements Analysis, PL/SQL, PHP, .NET, AJAX, UML, Database Design, Databases, VB.NET, Oracle, JavaScript, Web Applications, Agile Methodologies, Software Development, Software Design, CSS
Education
Thapar Institute of Engineering and Technology 2001 — 2005
Bachelor of Engineering (B.E.), Computer Science
Guru Nanak Dev Polytechnic 1999 — 2002
DIploma, Computer Science
Play Ways High School
BMO Financial Group August 2014 - Present
Hang Seng Bank September 2012 - May 2013
Skills
Cantonese, Mandarin, Chinese, English
Education
The University of British Columbia 2009 — 2012
BMO Financial Group December 2010 - Present
Collins Barrow Toronto LLP December 2007 - May 2010
Deloitte & Touche LLP May 2004 - October 2007
Nepal Tourism Board January 2001 - September 2003
Hyatt Regency Kathmandu March 2000 - January 2001
T R Upadhya & Co. (affiliate of KPMG) February 1998 - December 1999
Skills
Internal Controls, Auditing, Internal Audit, Accounting, Analysis, Finance, Financial Risk, Banking, Financial Statements, Assurance, Business Process
Education
The Institute of Chartered Accountants of Ontario
CA
The Institute of Chartered Accountants of India
CA
Pulaski Police Department April 2012 - April 2014
BMO Financial Group October 2010 - April 2012
St. Norbert College August 2007 - December 2010
Sovereign City Communications, LLC November 2007 - April 2008
Owens, Inc. June 2007 - November 2007
JCPenney August 2005 - April 2007
Skills
Microsoft Office, Leadership, Data Entry
Education
St. Norbert College 2007 — 2010
Bachelor of Business Administration, Finance (Concentration), Sociology (Minor)
BMO Financial Group July 2014 - Present
BMO Financial Group May 2013 - August 2013
ICICI Bank Canada August 2007 - August 2012
Education
University of Toronto - Rotman School of Management 2012 — 2014
MBA, Finance
American Institute of CPAs (AICPA) 2009 — 2010
Certified Public Accountant (CPA)
London School of Economics and Political Science, U. of London 2004 — 2007
BSc Honours, Accounting and Finance; Diploma in Economics
CFA Institute
Completed Level II of the CFA exam
Charles Schwab June 2015 - Present
BMO Harris Bank November 2014 - June 2015
BMO Harris Bank January 2013 - October 2014
BMO Financial Group January 2008 - January 2013
BMO Financial Group May 2004 - December 2007
McKinsey & Company April 2002 - May 2004
Skills
Strategy, Business Strategy, Financial Services, Banking, Financial Modeling, Management, Leadership, Management Consulting, Corporate Development, Sales, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Risk Management, Cross-functional Team..., Business Planning, Strategic Planning, Program Management, Competitive Analysis, Customer Segmentation..., Customer Acquisition..., Non-profit Consulting, Corporate Education, Analysis, Business Analysis, Competitive Insight, Change Management, Training Delivery, Instructional Design, Segmentation, Analytics, Executive Management, Relationship Management
Education
Stanford University 1996 — 2002
PhD, Philosophy
York University 1992 — 1996
BA, Mathematics, Philosophy
ACInc 1998 - Present
Adastra November 2010 - Present
BMO Financial Group March 2013 - Present
Empire Life September 2012 - January 2013
CIBC December 2010 - June 2012
International Rectifier 2008 - 2010
Freedom Communications Inc. 2003 - 2008
HRG (BTI Canada) 2002 - 2003
20th Century Fox Home Entertainment 1999 - 2002
epost 1998 - 1999
Skills
PL/SQL, Business Analysis, SQL, Data Modeling, Business Intelligence, Data Warehousing, Business Process, IT Strategy, Software Project..., Database Design, ETL, Integration, Databases, Software Development, Project Management, Enterprise Architecture, Microsoft SQL Server, Requirements Gathering, SDLC, Business Requirements, Solution Architecture, Requirements Analysis, Data Migration, Data Integration
Education
Technical University Sofia 1988 — 1991
Ph.D., Computer Science
Technical University Sofia 1982 — 1987
M.Sc., Electronics Engineering
Sofia Mathematics High School (SMG, СМГ) 1976 — 1980
JS Held, Incorporated 2015 - Present
BMO Financial Group 2011 - 2015
BMO Financial Group 2008 - 2011
Chitester Management Systems 2003 - 2008
Lord Abbett 2002 - 2003
Institutional Investor 2000 - 2002
Skills
Banking, Marketing Strategy, Direct Marketing, Financial Services, Strategic Planning, Relationship Management, Marketing Communications, Financial Analysis, Email Marketing, Competitive Analysis, Asset Managment, Marketing, New Business Development, Credit, Market Research, Strategy, Investments, Management, Risk Management, Small Business Lending, Integrated Marketing, Retail, Portfolio Management, Consumer Lending, Commercial Banking, Asset Management, Analytics, Digital Marketing, Sales
Education
State University of New York at Buffalo - School of Management 1998 — 2000
Master of Business Administration (MBA), Marketing/Marketing Management, General
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (BS), Marketing/Marketing Management, General
BMO Financial Group August 2015 - Present
IBM May 2014 - January 2015
AT&T July 2012 - October 2012
T-Mobile February 2011 - November 2011
Best Buy October 2008 - November 2010
Skills
Communication, Works well with a team, Work Ethic, Problem Solving, Critical Thinking, Leadership, Time Management, Organization, Analysis, Strategic Planning, Timely Decision Making, Overcoming Ambiguity, Independence, Sales, Financial Reporting, Financial Accounting, Work Under Pressure, Goal Setting, Writing, Speaking, Data Entry, Team-oriented, Customer Service, Microsoft Word, Teamwork, Public Speaking
Education
St. Cloud State University 2010 — 2015
Bachelor of Science (B.S.), Finance, 3.7 (Major)
BMO Financial Group June 2015 - Present
Texas A&M University February 2014 - Present
John Lane & Associates June 2013 - July 2014
Skills
Leadership, Microsoft Office, Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Public Speaking, Microsoft Word, Economics, PowerPoint, Accounting, Corporate Finance, Valuation, Analysis, Portfolio Management, Data Analysis, Due Diligence, Finance, Customer Service
Education
Texas A&M University 2013 — 2017
Bachelor of Business Administration (BBA), Supply Chain Management, Human Resource Development, Professional Event Management Certificate, 3.526
Louis D. Brandies High School 2009 — 2013
High School, General Studies, 98.5
Thomson Reuters June 2014 - September 2015
BMO Financial Group June 2013 - August 2013
Procter & Gamble July 2012 - August 2012
Skills
Java, SQL, C, Matlab
Education
University of Pennsylvania 2012 — 2014
Master's degree, Electrical and Electronics Engineering
Sun Yat-Sen University 2008 — 2012
Bachelor's degree, Electrical and Electronics Engineering
Currently seeking new opportunities in Incident, Problem and Change Management. September 2015 - Present
BMO Financial Group 2014 - 2015
IBM Canada Ltd. 2011 - 2013
IT Consulting Services 2010 - 2011
Nortel 2006 - 2010
CSC 2000 - 2006
Skills
Service Delivery, ITIL, Incident Management, Change Management, PMP, System Administration, Microsoft Exchange, Project Management, Root Cause Analysis, Problem Management, Technical Support, Service Management, Emergency Service..., Livelink, Blackberry Enterprise..., Leadership, Troubleshooting, IT Service Management
Education
Technion-Machon Technologi Le' Israel
Bachelor of Engineering (B.E.), Electrical Engineering
Toronto School of Business
Diploma, Micro Computer Electronic Technology
BMO Financial Group January 2014 - July 2015
The Warranty Group, Inc October 2008 - January 2014
Dyson, Inc. February 2008 - August 2008
Bates & Carey LLP December 2000 - February 2008
Tressler Soderstrom Maloney & Priess LLP October 1999 - December 2000
Education
The John Marshall Law School 2015 — 2016
LLM (Master of Laws)
The John Marshall Law School 2011 — 2015
Juris Doctor
University of Illinois 2003 — 2008
B.A.
Elgin Community College 1998 — 1999
Associates of Applied Science
RBC Capital Markets July 2015 - Present
RBC Capital Markets February 2015 - July 2015
Scotiabank September 2014 - January 2015
BMO Financial Group November 2012 - March 2013
Skills
C++, Microsoft Excel, Derivatives, Bloomberg
Education
York University 2013 — 2015
Master's Degree, Financial Math
Sun Yat-Sen University 2009 — 2013
Bachelor's degree, Computational Mathematics
Coast Capital Savings November 2014 - Present
BMO Financial Group February 2010 - October 2014
BMO Financial Group May 2008 - February 2010
BMO Financial Group May 2003 - April 2008
Coast Capital Savings 1993 - 2001
Skills
Retail Banking, Banking, Mortgage Lending, Loans, Residential Mortgages, Credit, Mutual Funds, Investments, Relationship Management, Consumer Lending, Branch Management, Customer Service, Commercial Banking, Financial Services, Cross-functional Team..., Coaching, Compliance, Credit Analysis
Education
UBC 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
BMO Financial Group July 2014 - Present
Clarkdale Volkswagen February 2009 - March 2014
Eagle Ridge Chevrolet Buick GMC June 2008 - February 2009
Skills
Sales Management, Inventory Management, Schedules, B2B Marketing, Recruiting, Leadership, Employee Training, Account Reconciliation, Customer Service, Automobile, Coaching, Fleet Management, Customer Satisfaction, Forecasting, Critical Thinking, Selling, Direct Sales, Sales
Education
Simon Fraser University 2015 — 2017
Master of Business Administration (M.B.A.)
Simon Fraser University 2002 — 2009
Bachelors, Psychology, Kinesiology
BMO Financial Group April 2015 - Present
Knew Sales Group October 2013 - February 2015
Pareto February 2011 - October 2013
Vector Marketing April 2010 - January 2011
Skills
Leadership, Customer Service, Team Leadership, Strategic Planning, Strategy, Business Analysis, Sales Management, Team Building, Team-oriented, Marketing Strategy, Communication Skills, Interpersonal Leadership, Organized Multi-tasker, Reporting & Analysis, B2B
Education
Simon Fraser University 2007 — 2011
Bachelor of Arts (BA), Economics
Wells Fargo April 2013 - Present
BMO Financial Group 2005 - April 2013
Citigroup 2005 - 2009
Software AG 2002 - 2005
YellowBrix 2000 - 2002
Skills
Sales Management, Consultative Selling, Account Management, New Business Development, Contract Negotiation, Strategic Planning, Problem Solving, Salesforce.com, Marketing Strategy, Competitive Analysis, Selling, Strategic Partnerships, Negotiation, Business Strategy, Business Development, Solution Selling, Start-ups, B2B
Education
State University of New York College at Oneonta
BS, Business Economics
Adib Apartment and Suites January 2015 - Present
Environment Canada May 2015 - September 2015
BMO Financial Group August 2014 - July 2015
Statistics Canada February 2014 - August 2014
A Merry Event June 2011 - August 2014
Industry Canada June 2013 - August 2013
Arby's Restaurant Group, Inc. January 2011 - August 2013
Skills
Cashiering, Time Management, Customer Satisfaction, Cash Handling Experience, Access, Cash Register, Customer Service, Data Entry, Inventory Management, Windows 7, Critical Thinking, Telephone Skills, Computer Repair, Computer Hardware, Food Service, Microsoft Word, Microsoft Office, Phone Etiquette, PowerPoint, Teamwork, Ability to Adapt to..., Sense of Responsibility, Leadership, Microsoft Excel, Public Speaking, Social Media, Team Leadership, Communication, Event Planning
Education
Telfer School of Management at the University of Ottawa 2013 — 2017
Bachelor of Commerce (BCom), Management Information Systems, General
BMO Financial Group December 2014 - Present
RBC November 2008 - December 2014
RBC November 2003 - October 2008
Education
The University of British Columbia 1994 — 1998
Bachelor of Comerce, International Marketing
McNair
McNair
McNair High School
McNair High School
McNair High School
McNair High School
RepliCel Life Sciences Inc. July 2014 - Present
BMO Financial Group April 2013 - July 2014
Stonerock Financial Corp. September 2011 - March 2013
Davidson & Company LLP January 2007 - August 2011
Marilyn's Clothing Boutique April 2004 - September 2006
Skills
Communication, Microsoft Excel, Microsoft Office, Interpersonal Skill, Exceptional verbal, Oral & Written..., French, Management, Technical Analysis, Training, Forecasting, Budget, Analysis, Financial Reporting, Budgets, Cash Management, Highly detail oriented, Organizational..., Assurance, GAAP, IFRS
Education
Canadian Institute of Chartered Accountants 2007 — 2009
Chartered Accountant, Accounting
The University of British Columbia / UBC 2005 — 2006
Sauder School of Business, Diploma in Accounting
The University of British Columbia 2000 — 2004
Bachelor of Arts (B.A.), Psychology
PwC September 2015 - Present
BMO Financial Group March 2015 - September 2015
Beedie School of Business at SFU January 2014 - August 2015
Future Shop October 2010 - January 2011
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Customer Service, Business Analysis, Leadership, Problem Solving, Research, Social Media
Education
Simon Fraser University 2011 — 2015
Bachelor of Business Administration (BBA)
Dominion Lending Centres - Clear Trust Mortgages May 2015 - Present
BlueShore Financial December 2013 - May 2015
BMO Financial Group February 2011 - December 2013
BMO Financial Group September 2007 - January 2011
Skills
Commercial Lending, Banking, Mortgage Lending, Retail Banking, Credit, Loans, Small Business Lending, Commercial Banking, Consumer Lending, Credit Analysis, Portfolio Management, Commercial Mortgages, E-commerce, Commercial Real Estate, Real Estate Financing, Construction Loans, Risk Analysis
Education
CFA Institute 2011 — 2013
Banking, Corporate, Finance, and Securities Law
The University of British Columbia 2005 — 2008
Bachelor of Commerce (BCom), Finance
BMO Financial Group November 2014 - Present
TD Bank Group September 2013 - September 2014
Stork Craft Manufacturing Inc. September 2012 - December 2012
UBC Trading Group September 2011 - May 2012
Skills
Financial Analysis, Teamwork, Microsoft Excel, Time Management, Microsoft Office, Customer Service, Financial Modeling, Team Leadership, Event Planning, Microsoft Word, PowerPoint, Statistical Data..., Market Research, Analysis, Leadership, Data Analysis, Finance, Access
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), Finance
Yonsei University 2011 — 2011
Business and Economics
BMO Financial Group August 2015 - Present
BMO Financial Group March 2013 - August 2015
BMO Financial Group September 2012 - March 2013
BMO Financial Group October 2011 - September 2012
Uncle Al Learning Centre Ltd September 2007 - June 2012
Citi May 2010 - August 2010
PricewaterhouseCoopers Inc. June 2009 - July 2009
Bell Canada October 2006 - June 2007
Skills
Leadership, Customer Service, Time Management, Banking, Management, Investments, Teamwork, Event Management, Sales, Mutual Funds, Analysis, Consumer Lending, Microsoft Office, Financial Services, Credit Analysis, Residential Mortgages, Small Business Lending, Estate Accounts, self-directed investing, Small Business Banking, Financial Planning, Small Business, Finance
Education
The University of British Columbia 2007 — 2011
Bachelor of Commerce, Finance and E-business
BMO Financial Group July 2015 - Present
Skills
Microsoft Excel, Accounting, Accounts Receivable, Accounts Payable, Microsoft Office, Microsoft Word, Access, Account Reconciliation, QuickBooks, Analysis, Auditing, Data Entry, General Ledger, Invoicing, Outlook, Payroll, Spreadsheets, Tax, Team Leadership, Journal Entries, Cash Flow
Education
Southern Alberta Institute of Technology 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Intact July 2015 - Present
The Co-operators March 2015 - April 2015
Canadian Direct Insurance Incorporated January 2014 - April 2014
BMO Financial Group July 2013 - October 2013
The University of British Columbia September 2011 - April 2013
Standard Chartered Bank August 2012 - August 2012
Central Bank of Sri Lanka May 2012 - August 2012
Subway September 2007 - August 2011
Skills
Stata, Financial Analysis, Statistics, Data Analysis, Corporate Finance, Financial Modeling, Econometrics, Economics, SPSS, Teamwork, Leadership, Management, Analysis, Team Leadership
Education
The University of British Columbia 2008 — 2013
Bachelor of Arts (B.A.), Economics
Archbishop Carney Regional Secondary School 2003 — 2008
St. Bridgets Convent 1995 — 2002
BMO Financial Group February 2014 - Present
Starbucks August 2011 - April 2014
The Nest Restaurant, Squamish, British Columbia September 2008 - August 2011
Four Seasons Hotels and Resorts Whistler November 2006 - August 2008
Mission Hill Family Estate Winery April 2006 - October 2006
Cin Cin Ristorante, Vancouver January 2004 - March 2006
The Fairmont Waterfront Hotel, Vancouver October 2003 - January 2005
Private Residence, Qualicum Beach, Britsh Columbia July 2003 - August 2003
Pinebrook Golf and Country Club, Calgary, Alberta May 2003 - July 2003
Teatro Ristorante, Calgary, Alberta January 2003 - July 2003
Skills
Fine Dining, Banquets, Cuisine, Menu Development, Culinary Skills, Chef, Catering, Food, Food Service, Cooking, Hospitality
Education
Southern Alberta Institute of Technology 1996 — 1997
Professional cooking
The Newport Group Chartered Accountants 2012 - 2013
BMO Financial Group 2011 - 2012
Autobiographie 2011 - 2012
Benefits by Design Inc. (BBD) 2006 - 2006
Skills
Data Analysis, Strategic Planning, Event Planning, Project Management, Event Management, Team Leadership, Financial Analysis, Business Strategy, Marketing Communications, Marketing Strategy
Education
Simon Fraser University 2007 — 2010
Bachelor's Degree, Business/Commerce, Finance & Marketing
Banking and Financial Services- currently seeking new assignments January 2014 - Present
CIBC May 2012 - January 2014
BMO Financial Group 2014 - 2014
BMO Financial Group 2014 - 2014
BMO Financial Group 2014 - 2014
CIBC October 2011 - May 2012
CIBC February 2011 - October 2011
CIBC June 2007 - March 2011
CIBC June 2006 - June 2007
WRAPWORKS INC. September 2004 - August 2006
Skills
Project Management, Program Management, Business Process..., Business Analysis, Business Process, Project Planning, Business Systems..., Process Improvement, Management, Risk Management, PMP, Finance, Cost Management, Analysis, SDLC, Change Management, Vendor Management
Education
PMI 2013 — 2013
PMP Certification, certification
Executive Education Centre, Schulich School of Business, York University 2011 — 2011
Business Leadership for IT Professionals, Diploma
Nexient Learning 2010 — 2010
Business Process Modeling
York University - Schulich School of Business 2009 — 2009
Financial Analysis and Control for Managers, Diploma
York University - Schulich School of Business 2002 — 2006
Master, Business Administration
The Institute for Computer Studies (Honeywell) 1993 — 1993
Diploma, Computer Programming & Systems Analysis
The American University in Cairo 1983 — 1986
Bachelor of Arts, Economics
SDL Fredhopper May 2015 - Present
BMO Financial Group December 2013 - May 2015
Adastra Bulgaria EOOD February 2011 - May 2015
BMO Financial Group February 2011 - November 2013
Skills
ETL, Databases, Data Warehousing, Ab Initio, SQL DB2, Quality Assurance, C, C++, Microsoft SQL Server, Information Management, Database Development, AIX, Linux, SQL Server, Shell Scripting, Clover ETL, Quality Center, Korn Shell, Netezza, PL/SQL, MySQL, Windows, HP Quality Center, Pentaho, JavaScript, Ksh, Unix, Java, SQL, Business Intelligence
Education
Technical University Sofia 2005 — 2011
Bachelor's degree, Computer Science
School of Electrical Engineering and Electronics 2000 — 2005
Technician, Microprocessors
KingSett Capital November 2010 - Present
ING Real Estate June 2010 - November 2010
Cameron Stephens Mortgage Capital 2009 - June 2010
Societe Generale Corporate Investment Banking September 2005 - July 2008
CIBC 2004 - 2005
BMO Capital Corporation January 2001 - September 2004
BMO Financial Group July 1996 - December 2000
Education
CFA Institute 1998 — 2001
CFA
York University - Schulich School of Business 1994 — 1996
MBA
The Chinese University of Hong Kong 1995 — 1995
MBA (exchange)
Trisura Guarantee Insurance Company 2010 - Present
WillowStone Coaching and Consulting 2010 - 2010
Citigroup Inc. 2008 - 2010
Citigroup Inc. 2005 - 2008
Aon Hewitt 2003 - 2005
BMO Financial Group 2001 - 2004
Assante Wealth Management 1994 - 2001
Robert Half International 1987 - 1994
Skills
Talent Management, Talent Acquisition, Recruiting, Performance Management, Onboarding, Succession Planning, Employee Engagement, Workforce Planning, Employee Relations, Human Resources, Leadership Development, Organizational Design, Employer Branding, Organizational..., Coaching, Leadership, Strategy, HRIS, CRM, Deferred Compensation, Management, HR Consulting, Mergers & Acquisitions, Personnel Management, Temporary Placement, Human Capital, Benefits Administration, Career Development, Interviews, Employee Benefits, Applicant Tracking..., Compensation & Benefit, HR Policies, College Recruiting, New Hire Orientations, Organizational..., Executive Search, Technical Recruiting, Strategic HR, Taleo, Job Descriptions, Internet Recruiting, Benefits Negotiation, Recruitments, HR Transformation, Job Evaluation, Labor Relations, Employment Law, Employee Training, Executive Pay
Education
St. Francis Xavier University
Diploma Adult Education
Co-Active Coach
The Coaches Training Institute
HRPAO
CHRP, Human Resources
York University
BA
FlexPrint, Inc February 2015 - Present
FlexPrint, Inc March 2012 - February 2015
BMO Financial Group March 2011 - March 2012
MRHA October 2010 - March 2011
MGIC June 2010 - August 2010
Pyramid Public Relations August 2009 - May 2010
Milwaukee Public Library May 2009 - August 2009
Novo Group June 2008 - August 2008
Skills
Public Relations, Press Releases
Education
Southern Illinois University, Carbondale 2006 — 2010
Bachelors, Speech Communication, Public Relations, Marketing
BMO Financial Group February 2014 - Present
BMO Financial Group September 2007 - February 2014
BMO Harris Bank March 2003 - September 2007
H&R Block September 2002 - December 2003
Skills
Business Analysis, Banking, Financial Services, Credit Risk, Credit, Financial Risk, Retail Banking, Relationship Management, Financial Analysis, Derivatives, Finance, Financial Modeling, Investment Banking, Corporate Finance, Credit Analysis, Investments, Equities, Commercial Banking, Strategic Financial...
Education
Texas A&M University 2000 — 2002
Bachelor of Business Administration (B.B.A), Business Administration and Management, General
University of Wisconsin-Whitewater 1997 — 1999
Business/Commerce, General
Pewaukee High School 1990 — 1994
High School Diploma
BMO Financial Group 2011 - Present
IENSO September 2011 - November 2011
Citigroup Global Markets Japan, Inc October 2009 - August 2011
Natixis April 2008 - October 2009
Nikko Citigroup October 2000 - March 2008
Skills
Disaster Recovery, Sybase, Solaris, Unix
Education
State University 'Lviv Polytechnics' 1994 — 1999
Master, Computer science
BMO Financial Group August 2015 - Present
Wright Consulting Group INC August 2014 - Present
TELUS August 2014 - August 2015
BlackBerry December 2010 - August 2014
BMO Harris Private Banking December 2009 - December 2010
PureShare July 2008 - July 2009
CGI April 2002 - June 2008
Eftia 2000 - 2001
Skills
Integration, Requirements Analysis, BMC Remedy, Security, Testing, Unix, Architectures, SDLC, ITIL, SQL, SnapLogic, Enterprise Architecture, IT Service Management, Requirements Gathering, Solaris, Solution Architecture, Linux, Configuration Management, System Deployment, Disaster Recovery, Troubleshooting, SharePoint, SOA, Visio, Tomcat, Oracle, Architecture, WebSphere Application..., WebSphere MQ, JBoss Application Server, System Architecture
Education
Saint Lawrence College 1997 — 2000
Diploma, Computer Engineering Technology
BMO Financial Group October 2013 - Present
BMO Financial Group January 2011 - Present
RBC November 2006 - December 2010
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2003
BMO Financial Group September 2014 - Present
Intact Financial Corporation March 2011 - September 2014
Vale April 2008 - March 2011
Skills
Workforce Planning, Reporting & Analysis, HR Metrics, HRIS, PeopleSoft, SAP HR, Essbase, Business Objects, Applicant Tracking..., Employee Engagement, Succession Planning, Budget Management, SharePoint, Business Process..., Budgets, Process Improvement, Recruiting, Strategy
Education
State University of New York at Stony Brook 2004 — 2007
MBA, Human Resources and Finance, 3.6
State University of New York at Stony Brook 2001 — 2006
Bachelors, Pharmacology
Encana Corporation July 2014 - Present
Bennett Jones LLP November 2003 - July 2014
BMO Financial Group August 1982 - October 2003
Skills
Legal Research, Litigation, Commercial Litigation, Civil Litigation, Legal Writing, Courts, Intellectual Property, Patent Prosecution, Bankruptcy, Class Actions, Trials, Medical Malpractice, Securities Litigation, Appeals, Patent Litigation, Criminal Law
Education
SAIT 2005 — 2005
Securities Law, A+
SAIT 2004 — 2004
Corporate Law, A
Wirecard AG April 2015 - Present
RBC July 2013 - April 2015
Home Trust Company January 2011 - July 2013
BMO Financial Group August 2009 - January 2011
Visa Inc. October 2007 - August 2009
Moneris Solutions August 2005 - September 2007
Moneris Solutions September 2004 - August 2005
Forbis Ltd. September 2002 - August 2004
First Data International December 1998 - August 2002
First Data International July 1996 - December 1998
Skills
Credit Cards, Cards, Payments, Acquiring, Debit Cards, Issuing, Payment Systems, Banking Software, Banking Technologies, PCI DSS, Payment Processing, Vendor Management, Electronic Payments, Credit Card Processing, Fraud, POS, EMV, ATM, Payment Solutions, Merchant Services, SAP, Payment Gateways, Transaction Processing, Payment Cards, Online Payments, Fraud Prevention, ISO8583, 3D Secure, Credit Card Fraud, Commercial Cards, Merchant Acquiring, Core Banking, ATMs, Payment Card Processing, Business Requirements, Project Management, E-payments, Internet Banking, NFC, Mobile Banking, Financial Services, Relationship Management, Smart Cards, PMO, Mobile Commerce, Requirements Gathering, User Acceptance Testing, Payment Industry, Retail Banking, AML
Education
The George Washington University - School of Business 2008 — 2008
Aligning Project Management with Corporate Strategy
University of Toronto 2006 — 2006
Project Management
Vilnius University 1995 — 2000
Bachelor, Information Management
Citi June 2010 - Present
Citi June 2008 - June 2010
PCG INTERNATIONAL LLC May 2007 - March 2008
BMO Financial Group June 2003 - August 2005
CONSORT CAPITAL SERVICES PRIVATE LIMITED June 1998 - January 2002
Skills
Financial Modeling, Financial Analysis, New Business Development, Corporate Finance, Due Diligence, Private Equity, Emerging Markets, Banking, Financial Services, Management, Business Development, P&L Management, Mortgage Lending, Strategic Planning, Loans, Portfolio Management, Strategy
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2006 — 2008
Master of Business Administration, Finance
University of Mumbai 1996 — 1998
Master of Arts, Economics
St. Xavier's College 1991 — 1996
Bachelor of Arts, Economics
BMO Financial Group September 2013 - Present
Robert W. Baird & Co. August 2010 - September 2012
Jefferson Wells 2003 - 2010
Shell OIl Trading 1999 - 2002
BHP Petroleum 1993 - 1998
Atlantic Richfield Company 1972 - 1984
Skills
Internal Controls, Accounting, Auditing, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Risk, Strategy, Financial Analysis, US GAAP, Managerial Finance, SEC filings, Due Diligence, Financial Reporting, Finance, Financial Modeling, GAAP, Risk Management
Education
Southern Methodist University 1973 — 1975
MBA
University of Wisconsin-Madison 1965 — 1970
BMO Financial Group April 2013 - Present
BMO Financial Group July 2011 - Present
Marshall & Illsey Corporation January 2008 - June 2011
US Bank August 2007 - December 2007
Audit Bureau of Circulations January 1999 - August 2007
Skills
Microsoft Office, ACL, Access Lists, Analysis, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Language School, San Jose 1998 — 1998
Spanish
University of Nebraska-Lincoln 1994 — 1997
BSBA, International Business
Tecnológico de Monterrey 1995 — 1995
Spanish
Scotiabank January 2012 - Present
BMO Financial Group January 2011 - December 2011
IBM Canada April 2008 - January 2011
IBM Canada June 2005 - April 2008
DWL Inc. September 2002 - June 2005
Skills
Websphere, SOA, Java Enterprise Edition, UML, Oracle
Education
Sun Yat-Sen University 1992 — 1995
Master, Software Engineering
BMOFG 2002 - Present
Bank of Montreal 2002 - Present
BMO Financial Group 2002 - Present
Sony of Canada 1985 - June 2002
Sony of Canada 1985 - 2002
Firemans Fund Insurance Company 1978 - 1985
Skills
Data Warehousing, Business Analysis, Business Intelligence, Requirements Analysis, Integration, SQL, Databases, Data Analysis, MS Office Suite, SDLC, Requirements Gathering, Software Project..., Data Integration, Visio, Oracle, Business Process..., Project Management, DB2, Analytics, Team Leadership, Data Migration, Systems Analysis, OLAP, ERP, Change Management, Business Requirements, Software Documentation, MS Project, Access, Process Improvement, SharePoint, Project Portfolio..., PMO, Microsoft SQL Server, ETL, Data Modeling, Software Development, Enterprise Architecture, Database Design, Business Process, IT Strategy, Solution Architecture, Business Objects, PL/SQL, Master Data Management, Agile Methodologies, Informatica, Data Warehouse..., Cognos, Dimensional Modeling
Education
Texas A&M University 1968 — 1971
B.S., Chemical Engineering / Computer Science
Vancouver Whitecaps FC Director, Stadium Development & Event ManagementVancouver Whitecaps FCAugust 2003 - March 2007
BMO Financial Group December 2002 - July 2003
Air Canada Championship June 1999 - November 2002
Education
The University of British Columbia 1998 — 1999
MBA, Strategic Management
University of Victoria 1992 — 1996
BA, Sociology
The Hebrew University 1994 — 1995
BMO Financial Group May 2015 - Present
BMO Financial Group December 2014 - Present
BMO Financial Group May 2013 - December 2014
Bank of Montreal January 2011 - May 2013
BMO July 2009 - January 2011
Bank of Montreal May 2006 - July 2009
Meridian Credit Union August 1993 - May 2006
Skills
Change Management, Training, Leadership Development, Program Management, Employee Engagement, Performance Management, Risk Management, Business Analysis, Team Leadership, Coaching, Talent Management, Workshop Facilitation, Business Process..., Organizational..., Strategy, Management Consulting, Leadership, Banking, Vendor Management, Organizational..., Executive Coaching, Succession Planning, Organizational Design, Strategic Planning, Relationship Management, Team Building, Human Resources, Needs Analysis, Employee Training, Training Delivery, Consulting, Management, Financial Services, Learning Management, Workforce Planning, Instructional Design, Onboarding, Performance Improvement, Talent Acquisition, Executive Management, Career Development, Blended Learning, Personnel Management, Recruiting, Mergers & Acquisitions
Education
St. Francis Xavier University 2004 — 2005
Certificate in Adult Education, Adult and Continuing Education and Teaching
York University 1985 — 1989
BA, English, History
Sun Life Financial December 2011 - Present
Sun Life Financial August 2009 - August 2010
Bank of Montreal Financial Group 2008 - 2009
Bank of Montreal 2005 - 2009
BMO Financial Group 2001 - 2009
BMO, Bank of Montreal 2001 - 2008
Skills
Risk Management, Enterprise Software, Governance, PMO, IT Strategy, Team Leadership, Capital Markets, Cloud Computing, Solution Architecture, Enterprise Architecture, Business Analysis, ITIL, Financial Services, SDLC, Professional Services, Requirements Analysis, Vendor Management, Banking, CRM, Change Management, Business Intelligence, Business Process..., Business Strategy, Project Management, Strategy, SaaS, Outsourcing
Education
The University of British Columbia
MBA
BMO Financial Group September 2014 - Present
Bank of America December 2013 - April 2014
CNIB June 2013 - November 2013
Central 1 Credit Union August 2008 - January 2013
Credit Union Central of Ontario February 2002 - July 2006
Credit Union Central of Ontario June 1999 - April 2002
Aetna Technology Limitd January 1996 - March 1999
EastAsia Aetna Insurance Inc. July 1994 - January 1996
Skills
Software Development, Software Design, Automated Software..., Microsoft Office..., Software Solution..., ASP.NET, SQL, C#, C++, XML, FIM, InfoPath, Java, Systems Analysis, ITIL Certified, Project Management, T-SQL, SDLC, Agile Methodologies, Business Analysis, Crystal Reports, BOE, Requirements Gathering, IT Management, SOA
Education
Sun Yat-Sen University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Information Technology
The Affiliated High School Of South China Normal University 1985 — 1991
Canadian Western Bank 2011 - 2012
Business Development Bank of Canada 2008 - 2010
Scotiabank May 2005 - August 2008
Salmon Arm Savings and Credit Union 2004 - 2004
TD Bank Group 2000 - 2004
BMO Financial Group 1999 - 2000
Scotiabank 1997 - 1999
Legislative Assembly of Alberta 1993 - 1997
Clegg Campus Marketing 1989 - 1995
Skills
Banking, Credit, Commercial Banking, Strategic Planning, Real Estate Financing, Real Estate Economics, Real Estate Development, Commercial Real Estate...
Education
The University of British Columbia 2011 — 2016
Diploma in Urban Land Economics, Sauder School of Business - Real Estate Division
Bishop Carroll
Nkwala/McNichol Park
Twin Rivers Elementary
UQTR
University of Alberta
University of Calgary
BMO Financial Group July 2014 - Present
Transamerica Life Canada April 2012 - July 2014
Bank of Montreal (BMO) November 2010 - March 2012
Humber College March 2010 - October 2010
FalconStor Software January 2009 - January 2010
Skills
Microsoft SQL Server, C#, ASP.NET, Visual Studio, SQL, .NET, Databases
Education
Stony Brook University 2007 — 2008
Master in Computer Science, Computer Science
University of Mumbai 2003 — 2007
Bachelor of Engineering - Computer Science, Computer Science
BMO Financial Group September 2013 - Present
Bank of Montreal April 2012 - September 2013
Bank of Montreal January 2010 - April 2012
Bank of Montreal April 2011 - June 2011
Bank of Montreal 2005 - 2009
Bank of Montreal 2003 - 2005
Bank of Montreal 2000 - 2005
Skills
ITIL, Security, CISSP, Windows, Firewalls, Information Security, Vendor Management, Information Security..., Disaster Recovery, SDLC, Solution Architecture, Enterprise Architecture, Infrastructure, Networking, Checkpoint, Change Management, IT Strategy, Program Management, IT Operations, Data Center
Education
Trent University 1998 — 2000
MSc, Physics
Sofia University St. Kliment Ohridski 1989 — 1994
MSc, Physics
BMO Financial Group April 2015 - Present
SIVAD Consulting Inc. July 2008 - Present
Continental Bank of Canada June 2014 - December 2014
TD Insurance Services June 2013 - September 2013
TD Bank January 2009 - December 2012
TD Banknorth January 2009 - September 2012
CIT October 2008 - January 2009
Computer Aid, Inc. 2008 - 2009
York Region District School Board 2006 - 2008
IBM Global Services March 1992 - February 2006
Skills
Business Intelligence, Financial Services, SDLC, PMO, Vendor Management, PMP, Requirements Gathering, Project Portfolio..., Program Management, Data Warehousing, IT Strategy, Business Process..., SOA, Banking, Software Development, Leadership, Agile Methodologies, Business Requirements, Project Management, Business Process, Project Delivery, Software Project..., IT Management, Information Technology, Management, Business Analysis
Education
The George Washington University - School of Business 1998 — 2002
Master of Project Management
University of Alberta 1976 — 1980
National Bank of Canada July 2012 - Present
BMO Financial Group April 2011 - July 2012
Servus Credit Union March 2008 - April 2011
CIBC October 2005 - March 2008
Skills
Credit, Commercial Banking, Loans, Portfolio Management, Risk Management, Banking, Financial Analysis, Credit Analysis, Commercial Lending, Business Development, Mortgage Lending, Strategic Financial..., Financial Services, Investments, Relationship Management, Credit Risk, Financial Planning
Education
UBC 2012 — 2014
Post Graduate Certificate in Real Property Valuation
University of Alberta 1999 — 2003
B Comm, Finance
ross sheppard
Vision Youth Leadership Program March 2001 - Present
Toronto CICS Association 1990 - Present
BMO Financial Group November 1982 - Present
Canada-Hong Kong Link April 1997 - September 2015
CCNC Toronto 2010 - 2010
Carol Chan campaign 2010 - 2010
Tony C Wong Municipal Election Campaign October 2006 - November 2006
Skills
Toastmasters, Competent Communicator, Staff Development, Team Management, Project Management, Team Leadership, Business Analysis, Public Speaking, SQL, Strategic Planning, XML, Analysis, Research, Project Planning, Business Strategy, PowerPoint, Critical Thinking, Government, Coaching, Non-profit..., Non-profit Leadership, Strategy, Training, Management, Time Management, Software Development, Data Analysis, Program Management, Teamwork, Proposal Writing, Fundraising, Nonprofits, Access, Microsoft Office, Leadership, System Administration, Policy
Education
York University 1979 — 1982
BA, Computer Science
Hong Kong Polytechnic 1974 — 1977
Ordinary Certificate, Structural engineering
A Non Profit Organization September 2006 - Present
BMO Financial Group May 2006 - August 2010
Laurentian Bank 2000 - 2003
Business Development Bank of Canada 1999 - 2000
Skills
Financial Advisory, Credit, Banking, Portfolio Management, Financial Analysis, Risk Management, Credit Analysis, Investments, Strategic Financial..., Credit Risk, Financial Modeling, Financial Risk
Education
The University of Chicago 1990 — 1992
MBA, Finance
St. Francis College
Scotiabank May 2011 - Present
BMO Financial Group May 2010 - May 2011
Bank of Montreal October 2005 - April 2010
Strategic Capital Corp Pvt Ltd May 2001 - October 2003
Skills
Credit, Equities, Retail Banking, Banking, Relationship Management, Credit Analysis, Loans, Mortgage Lending, Mutual Funds, Small Business Lending, Branch Banking, Commercial Banking, Financial Services, Portfolio Management, Sales, Risk Management, Investments, Financial Planning, Team Management
Education
The Maharaja Sayajirao University of Baroda 1999 — 2001
MBA
The Maharaja Sayajirao University of Baroda 1998 — 1999
Post-Graduate Diploma in Business Management
The Maharaja Sayajirao University of Baroda 1995 — 1998
Bachelors in Science, Foods & Nutrition
BMO Financial Group 1998 - 2006
Bank of Montreal, London 1986 - 1988
Education
Swansea University 1967 — 1970
BSc Econ, Economics
BMO Financial Group August 2011 - Present
BMO Financial Group October 2006 - November 2012
BMO Financial Group Inc September 1995 - September 2006
Skills
Financial Services, Banking, Risk Management, Time Management, Project Management, Investments, Accounting, Securities, Policy, User Acceptance Testing, Requirements Gathering, Training, Auditing, AML, Business Requirements, Microsoft Excel, FATCA, QI
Education
South Gujarat University 1988 — 1991
Bachelor of Commerce (B.Com.), Accounting
M. A. I. High School, Kholvad, Gujarat, India 1983 — 1988
BMO Financial Group February 2015 - Present
Bank of America August 2012 - 2014
Bank of America October 2010 - August 2012
Bank of America May 2009 - October 2010
Bank of America April 2005 - April 2010
Aldi Foods June 2001 - July 2003
Skills
Mortgage Lending, Retail Banking, Banking, Loans, Risk Management, Project Management, Change Management, Coaching, Mentoring, Team Building, Leadership, Expense Management, Operations Management, Customer Experience, Staff Development
Education
Southern Illinois University, Carbondale 1999 — 2001
Masters, Workforce Education
Mercer June 2011 - Present
Morneau Shepell December 2010 - June 2011
BMO Financial Group November 2008 - August 2010
Skills
Pension Administration, Defined Benefit, Pensions, Retirement, Financial Services
Education
The University of British Columbia
Bachelor of Science, Mathematics
BMO Financial Group January 2014 - Present
Bank of Montreal April 2013 - January 2014
BMO Financial Group June 2010 - April 2013
Bank of Montreal April 2007 - June 2010
Bank of Montreal October 2005 - April 2007
Exchange Solutions Inc. September 2003 - September 2005
MOMENTUMTRACKER INC. (FinMT) Toronto May 1999 - August 2003
Bank of Montreal September 1997 - May 1999
NV Solutions, Toronto, Canada March 1996 - September 1997
EUROMIN S.A., LONDON, UK January 1993 - February 1995
Skills
Financial Modeling, AML, Banking, Strategy, Retail Banking, Strategic Financial..., Risk Management, Portfolio Management, Natural Resources, Analytics, Financial Services, Capital Markets, Forecasting, Credit Risk
Education
The London School of Economics and Political Science (LSE) 1990 — 1994
MSc Econ, Finance
Sofia University St. Kliment Ohridski 1985 — 1990
BA, Philology
114 English Language High School, Sofia, Bulgaria 1980 — 1985
High School, Most school subjects taught in English
Kwantlen Polytechnic University April 2013 - Present
Self Employed 2011 - Present
Langara College 2012 - August 2013
Capilano University May 2013 - July 2013
Farris, Vaughan, Wills & Murphy LLP May 2008 - October 2011
The University of British Columbia September 2006 - March 2011
Farris, Vaughan, Wills & Murphy LLP June 2008 - May 2010
Chan Centre for the Performing Arts September 2004 - April 2006
BMO Financial Group January 2004 - September 2004
Skills
Public Speaking, Legal Research, Event Planning, Research, Event Management, Time Management, Outlook, Legal Writing, Customer Service, Proofreading, Marketing, Marketing Communications
Education
The University of British Columbia 2006 — 2011
MA, English Language
The University of British Columbia 2004 — 2006
BA, English Language
BMO Financial Group August 2014 - Present
National Bank Financial March 2012 - August 2014
HSBC March 2011 - March 2012
HSBC Bank Canada May 2010 - March 2011
TD November 2009 - May 2010
Holt Renfrew May 2009 - May 2010
Holt Renfrew September 2004 - May 2010
Skills
Portfolio Management, Financial Analysis, Retirement Planning, Financial Markets, Trading, Mortgage Lending, Market Research, Data Analysis, Relationship Management, Asset Management, Risk Management, Asset Allocation, Analysis, Insurance, Alternative Investments, Business Strategy, Loans, Financial Modeling, Leadership, Commercial Banking, Securities, Derivatives, Economics, Financial Reporting, Fixed Income, Corporate Finance, Management, Mandarin
Education
The University of British Columbia 2005 — 2010
Blanche Macdonald Center 2004 — 2005
Makeup Artistry Diploma
Canadian Securities Institute
Cedar Capital March 2015 - Present
BMO Financial Group March 2014 - February 2015
Morgan Stanley Wealth Management October 2012 - March 2014
Morgan Stanley Smith Barney January 2010 - October 2012
Morgan Stanley Smith Barney August 2007 - January 2010
Citi July 2004 - August 2007
Mark Kline, Inc. September 2003 - July 2004
ZenithOptimedia November 2002 - September 2003
Skills
Series 7, FINRA, Securities, Series 24, Series 63, Wealth Management, AML, Mutual Funds, Investment Advisory, Series 65
Education
Syracuse University 1998 — 2002
B.A., Psychology
BMO Financial Group September 2014 - Present
BMO Financial Group January 2007 - September 2014
Skills
Banking, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Loans, Commercial Banking, Risk Management, Relationship Management, Consumer Lending, Management, Investments
Education
Southern Alberta Institute of Technology 1995 — 1997
Business Administration and Management, General
James Fowler High School 1992 — 1995
12
BMO Financial Group November 2012 - Present
BMO Harris Bank, N.A. October 2010 - October 2012
Harris Bank July 2008 - September 2010
Harris Bank January 2001 - June 2008
Skills
Analysis, Loans, Banking, Mortgage Lending, Commercial Lending, Credit, Management, Credit Analysis, Portfolio Management, Underwriting, Real Estate, Customer Service, Commercial Banking, Strategic Planning, Financial Analysis, Finance, Consumer Lending
Education
Southeast Missouri State University 1974 — 1977
B.S. - Business Administriation, Accounting
BMO Financial Group July 2015 - Present
Ontario Ministry of Education September 2011 - March 2015
Citi June 2010 - June 2011
CI Investments Inc. June 2005 - June 2010
Rogers Communications November 2004 - May 2005
Bank of Montreal September 2004 - November 2004
Triversity Canada Inc. March 2004 - August 2004
Skills
Spring Framework, JDBC, Hibernate, JSF, Java Enterprise Edition, JavaScript, jQuery, Core Java, iBatis, SOA, Oracle, WebSphere Application..., Spring, Websphere, EJB, Weblogic, Web Services, WebSphere
Education
Victoria University 1997 — 1998
Master’s Degree, Computer Science
Victoria University 1994 — 1996
Bachelor’s Degree, Computer Science (Honor)
The Hong Kong Polytechnic University
Higher Certification in Software Engineering
Clearing Broker/Dealer November 2014 - Present
BMO Financial Group October 2013 - October 2014
BMO Capital Markets July 2012 - October 2013
Advantage Futures February 2011 - July 2012
FINRA January 2008 - February 2011
RBC Dain Rauscher 2000 - 2008
Speedway SuperAmerica LLC June 1995 - October 2000
Skills
FINRA, Financial Risk, Risk Management, Finance, Securities, Internal Controls, Internal Audit, Accounting, Account Reconciliation, Leadership, Financial Regulation, Fraud, AML, Financial Services, Due Diligence
Education
University of Pennsylvania - The Wharton School
CRCP Program - FINRA Institute at Wharton
College of St. Catherine
Bachelor of Arts, Accounting and Marketing/Management
RBC May 2014 - Present
Altus Group September 2012 - April 2014
Altus Group April 2012 - September 2012
BMO Financial Group January 2011 - April 2012
IBM Canada Ltd. June 2010 - February 2011
FIS March 2007 - May 2010
FIS Global - Card Services March 2005 - March 2007
DecTech Solutions January 2004 - March 2005
Skills
Requirements Gathering
Education
Swinburne University of Technology 2000 — 2003
Bachelor of Applied Science, Information Technology and Information Systems
BMO Financial Group March 2015 - Present
Amacon Management Services Inc. August 2010 - February 2015
Lifescan (a Johnson & Johnson Company) July 2009 - August 2009
Law Society of British Columbia January 2006 - June 2009
Alderwoods Group May 2005 - January 2006
Service Corporation International November 2004 - January 2005
VanCity Credit Union August 2004 - October 2004
Skills
Finance, Analytics, Budgeting, Cash Flow, SQL, Databases, Portfolio Management, Internal Controls, Financial Risk, Auditing, Yardi Voyager, Documentation, Financial Analysis, Budgets, Real Estate, Microsoft Excel, Investments
Education
Certified General Accountants (CGA) Canada 2013 — 2015
CGA
The University of British Columbia
Bachelor of Commerce (B.Com.)
BMO Financial Group 2010 - Present
BMO Financial Group 2000 - 2009
Skills
Credit, Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Loans, Credit Analysis, Retail Banking, Mutual Funds, Consumer Lending, Residential Mortgages, Credit Risk, Relationship Management, Wealth Management, Portfolio Management
Education
Southeastern Oklahoma State University
Master of Business Administration (MBA)
University of Dhaka, Bangladesh
Master of Science (MSc), Applied Chemistry & Chemical Technology
Dynamic Funds July 2011 - Present
Dynamic Funds August 2009 - July 2011
BMO Financial Group 2007 - 2009
Guardian Group of Funds (GGOF) 2001 - 2007
Guardian Group of Funds (GGOF) 1996 - 2000
Global Strategy Financial 1993 - 1996
Confederation Trust Company 1991 - 1993
TD Bank Group 1988 - 1991
Skills
Mutual Funds, Investments, Wealth Management, Relationship Management, Banking, Product Marketing, Product Development, Investment Advisory, Leadership, Financial Services
Education
Canadian Securities Institute 1993 — 1994
Canadian Securities Course
York University 1989 — 1993
Administrative Studies
St. Lawrence College 1985 — 1988
Animal Veterinary Technology
The Conference Board of Canada September 2015 - Present
The Conference Board of Canada February 2015 - August 2015
BMO Financial Group September 2014 - February 2015
Bowring November 2009 - September 2014
Health Genie Group May 2013 - April 2014
Skills
Advertising, Teamwork, Time Management, Microsoft Office, Customer Service, Leadership, Team Leadership, Social Media, Human Resources, Project Management, Research, Microsoft Word, Event Planning
Education
University of Ottawa 2010 — 2014
Bachelor's Degree, Commerce, Specialization in Human Resources Management
Telfer School of Management at the University of Ottawa
BMO Financial Group August 2013 - Present
Cisco Systems February 2002 - September 2012
Royal Host Inc. 1999 - 2001
Skills
Cisco Technologies, Routing, Unified Communications, Telepresence, Data Center, Network Architecture, Virtualization, QoS, VoIP, CCNP, IP, TCP/IP, Network Design, Cisco IOS, Cloud Computing, Network Security, Switches, VMware, OSPF, WAN, Cisco Call Manager
Education
Southern Alberta Institute of Technology / SAIT 2000 — 2002
Bachelor of Applied Information Systems Technology, Computer Systems Networking and Telecommunications
Olds College
Business Administration
BMO Financial Group 1981 - Present
Education
Southern Alberta Institute of Technology / SAIT 1980 — 1982
Electronics engineering
BMO Financial Group September 2014 - Present
Western Alliance Bancorporation July 2012 - September 2014
PlainsCapital Bank August 2011 - July 2012
Office of the Comptroller of the Currency June 2008 - August 2011
Scottrade Financial Services September 2006 - May 2008
Skills
Credit Risk, Credit Analysis, Microsoft Office, Capital Markets, Loans, Loan Review, Financial Analysis, Commercial Banking, Banking, Credit
Education
St. Mary's University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BMO Financial Group January 2010 - Present
Elements Squared 2014 - 2014
Skills
Banking, Retail Banking, Commercial Banking, Portfolio Management, Marketing
Education
The University of British Columbia 2005 — 2009
Steveston secondary
The University of British Columbia
Moiez Ladak, CGA January 2014 - Present
BMO Financial Group April 2013 - August 2013
William Osler Health System September 2012 - December 2012
London Health Sciences Centre January 2012 - April 2012
North Vancouver Recreation Commission September 2009 - August 2011
Forensic Psychology Lab, UBC September 2007 - April 2008
RW&Co. November 2006 - December 2007
Aga Khan Hospital May 2006 - August 2006
Aga Khan Hospital May 2005 - August 2005
Skills
Leadership, Healthcare, Research, Microsoft Office, Public Speaking, Microsoft Excel, Critical Thinking, Strategic Planning, Project Management, Data Analysis, PowerPoint, Event Planning, Teamwork, Team Leadership, Fundraising, Management, Training, Time Management, Leadership Development, Customer Service, Financial Analysis, Teaching, Volunteer Management, Nonprofits, Team Building, Coaching, Analysis, Social Networking, Microsoft Word, Event Management, Business Strategy, Social Media, Strategy, Finance
Education
McMaster University 2011 — 2014
MBA, Finance, Strategic Business Valuation
The University of British Columbia 2004 — 2008
BA, Psychology, International Relations
International School of Tanganyika 2002 — 2004
IB Diploma
Meridian Credit Union September 2014 - April 2015
Resources Global Professionals January 2014 - June 2014
CosmoTrax Inc. October 2012 - August 2013
Robert Half Management Resources January 2012 - July 2012
BMO Financial Group February 2006 - November 2011
Citi June 2004 - November 2005
Canadian Home Income Plan Corporation July 2000 - May 2004
Moore Stephens Cooper Molyneux LLP May 2000 - June 2000
Citi July 1993 - February 2000
KPMG December 1988 - March 1993
Skills
Auditing, Internal Controls, Banking, Operational Risk..., Sarbanes-Oxley Act, Insurance, Internal Audit, Risk Management, Operational Risk, Enterprise Risk..., Financial Audits, Regulatory Compliance, AML Compliance, Accounting, Anti Money Laundering, Financial Reporting, External Audit
Education
The Institute of Chartered Accountants of India
Chartered Accountant
University of Mumbai, Sydenham College
Bachelor of Commerce (Honours)
BMO Financial Group March 2014 - Present
BMO Financial Group May 2008 - February 2014
Education
The John Marshall Law School 1999 — 2002
JD, Law
Bradley University 1995 — 1999
BS, History
BMO Financial Group March 2013 - November 2014
TD Bank Group January 2007 - March 2013
Education
The University of Lethbridge 2011 — 2014
Bachelor of Management, Finance
Southern Alberta Institute of Technology / SAIT
Business Administration and Management, General
BMO Financial Group 2009 - Present
Osco Drug March 2001 - February 2004
Education
South Suburban College 1997 — 1999
Nusing
Hillcrest High School 1993 — 1997
various
BMO Financial Group December 2014 - Present
BMO Financial Group October 2012 - December 2014
McDermott Will & Emery April 2011 - October 2012
Education
University of Virginia School of Law 2002 — 2005
Juris Doctor (J.D.)
Stanford University 1998 — 2002
Bachelor's Degree
BMO Financial Group November 2005 - Present
BMO Capital Markets February 2003 - October 2005
PCB Financial Services 2001 - 2003
Finays Instant Teas (Pvt) Limited 1999 - 2001
Bishop Brothers Engineering 1998 - 1999
Finlays Colombo Plc 1995 - 1998
Skills
Financial Analysis, Cash Management, Corporate Finance, Financial Reporting, Strategic Financial..., Capital Markets, Accounting, Finance, Bloomberg, Managerial Finance, Treasury Management, Financial Accounting, Account Reconciliation, Risk Management, Financial Risk, Management Accounting, Planning Budgeting &..., Business Continuity..., IFRS, Internal Controls, Leadership, Relationship Management, Enterprise Risk..., Financial Modeling, Cash Flow
Education
The Chartered Institute of Management Accountants
ACMA
Trinity College, Kandy, Sri Lanka
BMO Financial Group December 2000 - Present
Education
The American University in Cairo
Computer Science