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
BMO Financial Group May 2014 - August 2014
Human Resources Management Student Association (HRMSA) March 2013 - April 2014
University of Guelph September 2012 - April 2014
The Old Mill Toronto May 2013 - August 2013
The Old Mill Toronto May 2012 - August 2012
Skills
Customer Service, Time Management, Employee Relations, Microsoft Office, PowerPoint, Microsoft Excel, Team Leadership, Event Planning, Hospitality, Microsoft Word, Teamwork, Job Descriptions, Recruiting, Human Resources, Leadership, Sales, Training, Management
Education
University of Guelph 2010 — 2014
Bachelor of Commerce (B.Com.), Human Resources Management
University of Guelph 2010 — 2014
Certificate in Leadership
BMO Financial Group August 2015 - Present
Anheuser-Busch InBev June 2015 - Present
Illinois Business Consulting August 2013 - Present
Bank of China June 2013 - August 2013
University of Illinois at Urbana-Champaign August 2011 - December 2011
Guotai Asset Management Co., Ltd June 2011 - July 2011
Skills
Data Analysis, C, C++, SQL, Financial Modeling, VBA, Strategy, Management Consulting, Java, Microsoft Excel, Research, Statistics, R
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Financial Engineering
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's Degree, Applied Mathematics, Economics; Business Minor
University of Cambridge 2012 — 2012
Study Abroad Program, Economics
Target June 2015 - Present
The University of Iowa August 2014 - January 2015
BMO Financial Group June 2014 - August 2014
Scotts Bluff Country Club April 2008 - August 2013
Snowy Range Vision Clinic May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Industry Research, PowerPoint, Comparable Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Prospect Research, Social Networking, Finance, Public Speaking
Education
University of Iowa 2011 — 2015
BBA Finance & BBA Entrepreneurial Management
Scottsbluff High School 2007 — 2011
Mega Furniture Imports Ltd November 2011 - Present
BMO Financial Group March 2009 - August 2011
BMO Financial Group - InvestorLine September 2007 - March 2009
Walmart August 2004 - August 2007
Skills
Mortgage Lending, Relationship Management, Banking, Wealth Management, Credit, Financial Services, Residential Mortgages, Loans, Retail Banking, Marketing Communications, Project Management, Project Coordination, Retail Marketing
Education
University of Guelph 2003 — 2007
Bach of Business Admin, Finance/Marketing
BMO Financial Group April 2015 - Present
JPMorgan Chase July 2013 - April 2015
JPMorgan Chase February 2012 - June 2013
CNA Insurance June 2009 - February 2012
CNA Insurance May 2008 - August 2008
Skills
Project Planning, Project Support, Primavera P6, Word, Excel, PowerPoint, MS Project, Visio, Property & Casualty..., Issue Identification, Risk Mitigation, SharePoint, SDLC, Project Management, Project Delivery, Process Improvement, Analysis, Financial Analysis, Software Project..., Team Leadership, Leadership, IT Strategy, Business Process, Business Objects, Information Technology, Governance, Risk Management, Business Analysis, Oracle, Vendor Management, PMP, Business Process..., Project Portfolio..., Requirements Gathering, Business Intelligence, PMO, Systems Analysis, Business Process..., Banking, Business Process Design, User Acceptance Testing, Requirements Analysis, Budgets, Strategic Planning, Microsoft Project
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2009
Bachelor of Science
Rotman School of Management, University of Toronto October 2014 - Present
University of Guelph August 2014 - Present
Organization & Management Solutions (OMS) September 2012 - Present
University of Guelph September 2011 - Present
BMO Financial Group May 2015 - August 2015
Organization & Management Solutions (OMS) March 2014 - April 2015
Human Systems Inc February 2015 - March 2015
University of Toronto April 2011 - March 2015
Loblaw Companies Limited March 2012 - August 2012
Rotman School of Management October 2011 - December 2011
Skills
Teaching, Interviews, Workshop Facilitation, Leadership, Research, Data Analysis, Psychometrics, Data Collection, Organizational Behavior, Human Resources, Report Writing, Critical Thinking, University Teaching, Social Psychology, Survey Research, Qualitative Research, Performance Management, Analysis, Management, Organizational...
Education
University of Guelph 2014 — 2017
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of Guelph 2012 — 2014
Master of Arts (MA), Industrial and Organizational Psychology
University of Toronto 2007 — 2011
B. Sc. (Honours, Psychology Research)
BMO Financial Group September 2015 - Present
BMO Harris Bank February 2013 - August 2015
BMO Harris Bank N.A. April 2012 - February 2013
MF Global March 2009 - May 2012
Plaza Financial LLC April 2004 - March 2009
Forsythe April 2002 - April 2004
TrizecHahn Office Properties August 2001 - January 2002
Arthur Andersen LLP July 1997 - August 2001
McDonald's Corporation June 1995 - August 1996
Skills
SOX, Financial Reporting, Accounting, Payroll, Analysis, Access, Account Reconciliation, Accounts Receivable, Auditing, Banking, Budgets, Change Management, Corporate Finance, Finance, Financial Services, Process Improvement, Sarbanes-Oxley Act, Financial Analysis, Management, Financial Statements, Internal Controls
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Accounting
Bogan Computer Technical High School
BMO Financial Group July 2014 - Present
FrontRange Solutions May 2012 - June 2014
ITC December 2011 - April 2012
Coetruman Technologies, Inc. August 2008 - December 2011
AMCOL August 2006 - September 2008
SBC June 2004 - June 2006
Focal Communications September 2000 - August 2001
CoreComm, Inc. August 1999 - September 2000
Skills
Networking, SaaS, VMware, Leadership, Cloud Computing, Virtualization, Active Directory, Windows Server, Data Center, Disaster Recovery, Microsoft SQL Server, Servers, Vendor Management, IT Management, Security, ITIL, Troubleshooting, IT Strategy
Education
University of Illinois at Chicago
MBA, MIS and Accounting
Walmart Logistics September 2010 - Present
Soundsaround 2005 - 2006
BMO Financial Group April 1998 - January 2000
Skills
Supply Chain Management, Logistics, Logistics Management, New Business Development, Product Marketing, Sales Management, Inventory Management, Forecasting, Negotiation, Account Management
Education
University of Calgary 1994 — 1998
Bachelor's Degree, Business/Managerial Economics
BMO Financial Group March 2014 - Present
Fenox Venture Capital October 2013 - January 2014
Sanjay Taxpro Inc April 2013 - October 2013
Rofel Business School August 2009 - October 2011
HDFC Bank May 2008 - May 2009
Concept Securities Pvt. Ltd March 2008 - May 2008
Micro Inks Ltd May 2007 - July 2007
Skills
Financial Analysis, Research, Microsoft Office, Teaching, English, Corporate Finance, Investments, Event Management, Financial Modeling, Investment Banking, Instructional Design, MS Excel Pivot Tables, Venture Capital, Business Development, Accounting, Equity Research, Risk Management, Financial Reporting, Derivatives, Quantitative Research, Fundamental Analysis, Technical Analysis, Investment Management, Asset Management, Equity Valuation, Mergers & Acquisitions, Business Valuation, Trend Analysis, Corporate Budgeting, Capital Budgeting, Forecasting, Presentations, Private Equity, Project Management, Market Research, Financial Statements, Financial Research, Business Modeling, Quarterly Reporting, Work Ethic, Analytical Skills, Problem Solving, Communication, Quantitative Finance, Qualitative Research, Vlookup, Macro, MS Project, What-if Analysis, Finance
Education
University of California, Berkeley 2012 — 2013
Certificate In Finance, Corporate Finance and Capital Market, A
University of California Extension, Santa Cruz 2013 — 2013
Certification, Financial Planning/ Project Management, A
Rofel Business School, Gujarat, India 2006 — 2008
Master of Business Administration (MBA), Finance, General, A
Shri G.M Bilakhia College Of Applied Sciences 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Medical Technology, A
Shri L.G Haria Multipurpose School, Vapi
Higher Secondary, Science, A
BMO Financial Group May 2012 - Present
CytoSport, Inc. April 2012 - Present
Alliance Real Estate Investment, LLC April 2011 - July 2011
Skills
Haitian Creole
Education
University of California, Riverside 2007 — 2011
Bachelor of Business Administration (B.B.A.)
BMO Nesbitt Burns May 2007 - Present
BMO Financial Group November 2005 - April 2007
Mosaic Sales Solutions May 2003 - October 2005
Skills
Investments, Wealth Management, Mutual Funds, Investment Strategies, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Equities, Asset Allocation, Retirement Planning, Bonds, Finance, Financial Advisory, Wealth, Estate Planning, Marketing, Management, Financial Analysis, Capital Markets, Asset Management, Fixed Income, portfolio
Education
University of Guelph 1999 — 2003
B. COMM Honours, Economics
Rouge Valley Health System February 2015 - Present
BMO Financial Group December 2013 - February 2015
BMO Financial Group January 2013 - December 2013
KPMG International November 2011 - July 2012
BMO Financial Group April 2010 - June 2011
BMO Financial Group February 2009 - April 2010
BMO Financial Group May 2007 - January 2009
Bank of Montreal May 2006 - August 2006
Skills
Financial Reporting, Reporting & Analysis, Business Analysis, Strategic Planning, Business Strategy, Business Case, Problem Solving, Business Process..., Execution Skills, SharePoint, Data Modeling, Financial Modeling, Project Management, Business Requirements, Requirements Gathering, Business Process, Analysis, Leadership, Strategy, Process Improvement, Management, Finance, Six Sigma, Business Planning, Change Management, Management Consulting, Team Leadership, Analytics, Consulting, Financial Analysis, Program Management, Financial Services, Relationship Management, Banking, Integration, Budgets, Financial Risk, Business Transformation, Data Analysis
Education
Queen's University 2010 — 2011
Master of Business Administration (MBA), Strategy and Leadership
University of Guelph 2005 — 2009
Honours Bachelor of Commerce, Management Economics (Industry and Finance)
Credit Risk Management Canada Ltd. June 2015 - Present
Sylvite Agri Services September 2013 - June 2015
OSI January 2013 - August 2013
BMO Financial Group January 2012 - January 2013
CIBC September 2006 - December 2011
Agromart Group March 1998 - September 2006
BMO Financial Group March 1996 - March 1998
OMAF April 1988 - March 1996
Skills
Talent Acquisition, Negotiation, Fertilizers, Technical Recruiting, Relationship Management, Commercial Banking, Business Relationship..., Sourcing, Trading, Trade Finance, Vendor Management, Credit Risk, College Recruiting, Retail Banking, Credit, Swine Industry, Agriculture, Agribusiness, Sales Management, Business Planning, Business Strategy, Management, Risk Management, Portfolio Management, Credit Analysis, Loans, Finance, Leadership, Financial Analysis, New Business Development, Investments, Strategic Financial..., Strategic Planning, Business Development, Mortgage Lending, Financial Risk, Forecasting, Financial Services, Sales, Strategy, Cash Management, Analysis, Banking, Marketing Strategy, Customer Service, Team Building, Budgets, Public Speaking
Education
University of Guelph 1984 — 1988
BSC (Agr), Agriculture Business
South Huron District High School 1979 — 1984
BMO Financial Group April 2014 - Present
BMO Financial Group July 2012 - March 2014
Bank of Montreal October 2010 - July 2012
The Royal Bank of Scotland August 2008 - September 2010
Deloitte October 2004 - August 2008
RKH and Associates April 2001 - August 2002
Skills
Basel II, Financial Services, Credit, Banking, Risk Assessment, Credit Risk, Governance, Corporate Finance, Auditing, Management, Internal Audit, Risk Management, Portfolio Management
Education
University of Guelph 2002 — 2003
Masters, Economics
BMO Financial Group June 2013 - Present
BMO Financial Group 2007 - June 2013
Bank of Montreal 1983 - 2008
Skills
Credit Risk, Credit Analysis, Commercial Banking, Banking, Credit, Portfolio Management, Loans, Wealth Management, Relationship Management, Retail Banking, Mortgage Lending, Financial Analysis, Financial Risk, Investments, Risk Management, Commercial Lending, Mutual Funds
Education
University of Guelph 1978 — 1982
Science, Agriculture - Crop Science
valley heights
valley heights
BMO Financial Group November 2013 - Present
BMO Financial Group December 2012 - October 2013
BMO Harris Private Banking January 2010 - December 2012
BMO Harris Private Banking January 2008 - December 2009
Legacy Private Trust 2006 - 2008
Skills
Salesforce.com, Cash Management, Investment Banking, Team-oriented, CRM, Morningstar, Naviplan, Trust & Estate, Building Relationships, Certified Financial..., Training, Strategic Financial..., Investment Management, Analytical Skills, Financial Planning, Relationship Management, Financial Analysis, Financial Services, Investments, Mutual Funds, Retirement Planning, Portfolio Management
Education
University of Guelph 2000 — 2004
Bachelor of Commerce Honors
AvalonBay Communities 2007 - Present
Crowell & Moring LLP 2005 - 2007
BMO Financial Group July 2001 - August 2005
Perot Systems 2000 - 2001
Perot Systems November 1998 - July 2000
Citibank 1997 - 1998
BP 1994 - 1997
Skills
Change Management, Culture Change, Talent Management, Talent Acquisition, Global Management, Global Strategy, Performance Management, Performance Improvement, Diversity Training, Diversity & Inclusion, Diversity Program..., Affirmative Action..., Process Improvement, Communication, Strategic Communications, Strategic Human..., Benefits Negotiation, Portfolio Management, HR analysis, Survey Design, Employee Relations, Employee Handbooks, Employee Recognition, Employee Wellness..., Policy Administration, Board of Director..., Acquisition Integration, Organizational Design, Business Strategy, CEO Succession, Human Resources, Mergers & Acquisitions, Board of Directors, Executive Management, HR Policies, Labor Relations, Leadership, Leadership Development, Management, Policy, Recruiting, Strategy, Succession Planning, Training
Education
University of Illinois at Urbana-Champaign 1992 — 1994
Master of Labor and Industrial Relatons
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science in Finance
BMO Harris Bank - De Pere, WI June 2015 - Present
BMO Financial Group August 2013 - April 2014
BMO Financial Group August 2012 - August 2013
Larry's Markets October 2009 - August 2011
Skills
Loans, Lines Of Credit, Branch Management, Consumer Lending, Cross Selling, Retail Banking, Deposits, Branch Banking, Credit Analysis, Credit, Mortgage Lending, Banking, Customer Service, Management, Refinance
Education
University of Wisconsin - Oshkosh 1997 — 2003
Bachelor of Science (B.S.), English Language and Literature, General
University of Cambridge 1999 — 1999
Study Abroad, English Literature (British and Commonwealth)
BMO Financial Group April 2014 - August 2014
BMO Financial Group July 2013 - September 2013
Cafe Mirage May 2013 - August 2013
Skills
Veterinary, Lead Generation, Veterinary Medicine, Teamwork, Marketing Strategy, Psychology, Commercial Banking, Commercial Marketing, Corperate Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Creative Writing, Content Strategy, Marketing Communications, Loyalty Marketing, Customer Lifecycle..., Loyalty Programs, Building Customer..., Sponsorship, Qualitative Research, Qualitative Data, Call Center Development, Competitive Analysis, Customer Retention, Banking, Organizational..., Target Marketing, Onboarding, Customer Acquisition, Strategic Prospecting, Public Relations, Marketing
Education
University of Guelph 2012 — 2016
Bachelor of Arts (BA), Psychology
Bayview Glen School 2000 — 2012
O.H.S.S.D, Ontario Scholar
BMO Financial Group September 2013 - Present
Self June 2011 - September 2013
Miller Maske, LLC January 2009 - June 2011
University of Iowa January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Finance, Mutual Funds, Derivatives
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Finance
BMO Financial Group December 2013 - Present
Johnson Controls January 2012 - June 2013
HSBC July 2009 - August 2011
HSBC North America January 2008 - June 2009
HSBC Mexico January 2006 - December 2007
HSBC North America August 2004 - December 2005
US Navy May 1996 - 2003
Skills
Business Process..., Project Management, Change Management, Offshoring, Contact Centre Design, Pricing Analysis, Emerging Markets, Business Continuity, Business Process..., Process Improvement, Analysis, Management, Business Analysis, Leadership, Forecasting, Team Building, Project Planning, Business Transformation, New Business Development, Performance Management, Program Management, Call Centers, Sales, Strategy, Banking, Risk Management, Negotiation, Executive Management, Finance, Global Operations, Lean Six Sigma, Disaster Response, Mergers & Acquisitions, PMO, Implementation..., Vendor Management, Talent Management, Business Intelligence, Budgets, Training, Telecommunications, Six Sigma, Cross-functional Team..., Team Leadership
Education
University of Colorado Boulder 1992 — 1996
BA, Spanish Literature
St Ignatius College Prep
University of Illinois at Chicago
Baker Tilly Virchow Krause, LLP October 2010 - Present
BMO Financial Group September 2009 - October 2010
Humana May 2008 - August 2008
The Northern Trust Co. April 2005 - July 2007
Skills
Analysis, Financial Modeling, Strategic Planning, Business Analysis, Financial Analysis, Strategic Consulting, Business Strategy, Market Research, Process Improvement, Business Process..., Competitive Analysis, Management Consulting
Education
Washington University in St. Louis 2007 — 2009
MBA, Strategy & Finance
Washington University in St. Louis - Olin Business School 2007 — 2009
Masters of Business Administration, Strategy & Finance
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Psychology
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Economics
SoCIAL Lite Vodka September 2014 - Present
BMO Financial Group February 2014 - May 2015
BMO Financial Group March 2013 - February 2014
Deloitte Canada September 2010 - March 2013
York Consulting Group 2009 - October 2010
Halcrow 2005 - 2008
Baird & Associates 2002 - 2004
Skills
Business Strategy, Energy, Management Consulting, Strategic Planning, Business Process..., Strategy Development, Business Transformation, Business Planning, Data Analysis, New Venture Development, Professional Engineer, Program Evaluation, Capability Assessment, Strategic Analysis, Budgeting, Benchmarking, Performance Improvement, Team Leadership, Strategy, Analysis, Budgets, Management, Engineers, Building Organizational..., Project Management, Organizational Design, Consulting
Education
York University - Schulich School of Business 2008 — 2010
MBA
University of New South Wales 2004 — 2005
M.Sc, Coastal Engineering
University of Guelph
wmark LLC 2002 - Present
U.S. Bank September 2008 - May 2011
U.S. Bank December 2004 - September 2008
JPMorgan Chase June 2002 - December 2004
Anexsys LLC June 2002 - December 2004
BMO Financial Group 1997 - June 2002
Harris Bank 1995 - June 2002
724 Solutions 1998 - 2001
Skills
Vendor Management, IT Strategy, SDLC, Program Management, Business Analysis, IT Management, Software Project..., Product Management, Process Improvement, Mobile, Software Development, Integration, Information Security, Payments, Apple, Risk Management, Alternative Payments, Python, Leadership, Business Intelligence, Team Leadership, Cloud Computing, Enterprise Software, E-commerce, Management Consulting, Solution Architecture, Requirements Analysis
Education
University of Illinois at Urbana-Champaign
BS Engineering, Computer Science
BMO Financial Group November 2014 - Present
JP Morgan Chase February 2009 - November 2014
JPMorgan Chase & Co February 2006 - June 2009
JPMorgan Chase & Co January 2005 - February 2006
JPMorgan Chase & Co April 2003 - December 2004
Skills
Loans, Banking, Mortgage Lending, Commercial Banking, Small Business Lending, Retail Banking, Consumer Lending, Lines Of Credit, Sales Management, Customer Service, Mortgage Banking, Series 63, Series 6, Cross Selling, Credit, Leadership, Credit Analysis
Education
University of Dayton 1997 — 2001
Bachelor of Arts (B.A.), Finance, General
University of Dayton 1997 — 2001
Minor International Business
Freed Developments May 2013 - Present
Colliers-International April 2012 - March 2013
BMO Financial Group September 2011 - March 2012
Colliers International April 2009 - October 2011
Skills
Management, Sales, Marketing Strategy, Time Management, Leases, Real Estate Transactions, Real Estate, Corporate Branding, Marketing Management, Marketing, Corporate Communications, Media Relations, Digital Marketing, Social Media, Marketing Communications, Event Planning, Lease Negotiations, Commercial Real Estate, Corporate Real Estate, Teamwork
Education
University of Guelph 2004 — 2009
BA, History and Theatre Studies
BMO Financial Group September 2015 - Present
BMO Financial Group February 2015 - September 2015
BMO Financial Group June 2014 - January 2015
Legacy Marketing Partners July 2011 - August 2013
OgilvyAction August 2010 - July 2011
CMN June 2008 - August 2010
Skills
Event Management, Experiential Marketing, Multi-cultural Marketing, Event Planning, Account Management, Client Services, Guerrilla Marketing, Corporate Events, Venue Relations, Post Event Analysis, On-site Execution, Relationship Marketing, Multicultural Marketing, Marketing, Integrated Marketing, New Business Development, Marketing Strategy, Direct Marketing, Creative Direction, Marketing Communications, Sponsorship, Competitive Analysis, Brand Awareness, Interactive Marketing, Digital Marketing, Brand Development, Brand Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Brand and Product Management
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Marketing
Homestead High School 2002 — 2004
Apotex Inc. August 2011 - Present
BMO Financial Group November 2010 - July 2011
TechnoSTAT October 2006 - February 2010
Statistics Consulting Unit, University of Haifa October 2004 - September 2006
Promotion of Student Department, University of Haifa 2003 - 2006
University of Haifa October 2003 - September 2005
Education
University of Haifa
Masters Degree, Statistics
University of Haifa
Bachelors Degree, Double Major: Statistics (cum laude) and Economics
BMO Financial Group May 2014 - Present
Self Management Group October 2011 - May 2014
Self Management Group October 2010 - October 2011
Metro International May 2008 - August 2010
Skills
Data Analysis, Statistics, Organizational..., Project Management, SPSS, Research, Talent Management, HR Consulting, Employee Engagement, 360 Feedback, Succession Planning, Coaching, Microsoft Office Suite, Organizational..., Psychometrics
Education
University of Western Ontario 2008 — 2010
Master of Science (M.Sc.), Industrial and Organizational Psychology
University of Guelph 2004 — 2008
Bachelor of Arts (B.A.) Honours, Psychology
BMO Financial Group November 2014 - Present
CDM, Corporate Marketing, BMO Financial Group November 2012 - October 2014
Information Management (IM), T&O BMO Financial Group October 2011 - November 2012
Cancer Care Ontario May 2011 - October 2011
TTC January 2010 - May 2011
Information Management (IM), T&O BMO Financial Group April 2003 - January 2010
Israel Electric Corp. August 1996 - November 2001
Skills
SDLC, Quality Center, DB2, Test Strategy, Data Warehousing, Test Planning, Software Quality..., Test Cases, Regression Testing, User Acceptance Testing, ETL, Test Management, Quality Assurance, Requirements Analysis, CSQA, Unix, Team Leadership, SQL, Business Analysis, PL/SQL, Databases, Microsoft SQL Server, Oracle, LoadRunner, Testing, System Testing, Manual Testing, Data Modeling, Defect Tracking, Integration, Agile Methodologies, Requirements Gathering, Software Project..., Waterfall, VBScript, Business Requirements, Performance Testing, Agile Testing, Systems Analysis, JIRA, Test Automation, Visual Basic, CMMI, WinRunner, System Integration..., Integration Testing, HP Quality Center, Test Execution
Education
University of Toronto 2013 — 2014
Certificate in Business Analysis, Business Analysis
University of Haifa
B.A., Math and Computer Science
TD July 2006 - Present
BMO Financial Group September 1996 - July 2006
Skills
Banking, Capital Markets, Credit Risk, Fixed Income, Financial Analysis, Equities, Valuation, Credit Analysis, Credit, Business Analysis, Market Risk, Risk Management, Operational Risk, Equity Derivatives, Interest Rate...
Education
University of Guelph 1997 — 2000
Bachelor of Arts (BA), Political Science and Government
Lock Search Group August 2014 - Present
Influence Marketing March 2014 - August 2014
Influence Marketing May 2012 - April 2014
ClubLink Corporation April 2008 - September 2010
BMO Financial Group December 2008 - April 2009
Allen Eng & Sons May 2006 - September 2007
Skills
Time Management, Human Resources, Event Planning, Microsoft Office, Customer Service, Social Media, Leadership, Event Management, Team Leadership, Social Networking, Teamwork, Sales, PowerPoint, Recruiting, Employee Relations
Education
University of Guelph
Bachelor of Commerce (B.Com.), Human Resources Management
BMO Financial Group April 2014 - Present
BMO Financial Group August 2013 - April 2014
BMO Financial Group September 2012 - April 2014
Bank of Montreal April 2011 - August 2012
Fossil September 2010 - December 2010
Levi Strauss & Co. November 2007 - November 2010
City of Toronto June 2003 - August 2010
Skills
Customer Service, Banking, Staff Development, Cantonese, Retail, Teamwork, Outlook, PowerPoint, Microsoft Excel, Access, Microsoft Word, Data Analysis, Microsoft Office, Event Planning, Financial Analysis, Marketing Research, Social Media, Adobe Creative Suite, Time Management, English
Education
University of Guelph 2006 — 2010
Graduated; Bachelor of Commerce; Graduated, Management of Economics in Industry & Finance
Bank of the West July 2015 - Present
BMO Harris Bank December 2011 - July 2015
BMO Financial Group December 2010 - December 2011
Harris Bank February 2008 - December 2010
Bank of America (f/k/a LaSalle Bank) May 2005 - February 2008
Cystic Fibrosis Foundation 2004 - 2005
Skills
Integrated Marketing, Banking, Marketing, Marketing Communications, Acquisition Integration, Direct Marketing, Relationship Management, Marketing Strategy, Portfolio Management, Internal Communications, Commercial Banking, Loans, Financial Services, Credit, Strategy, Retail Banking, Integration, Customer Acquisition
Education
University of Illinois at Chicago 2003 — 2005
Bachelor's Degree, Broadcast and Media Communications
Rent-a-Son January 2013 - Present
Rent-a-Son February 2010 - Present
Freelance Human Resources Consultant September 2008 - January 2010
Organization and Management Solutions September 2006 - January 2010
University of Guelph September 2006 - April 2008
BMO Financial Group May 2007 - August 2007
Camp Northland June 2003 - August 2005
BestPlan Insurance and Financial Strategies February 2001 - June 2001
Skills
Organizational..., Job Analysis, Succession Planning, Recruiting, Performance Management, Leadership Development, Executive Coaching, Coaching, Human Resources, Interviews, Management, Organizational Design, Strategic Communications, Team Building, Training
Education
University of Guelph 2006 — 2009
Masters of Arts, Industrial and Organizational Psychology
Western University 2001 — 2006
BA, Psychology
Westmount Collegiate Institute 1996 — 2001
OSSD
BMO Financial Group May 2015 - Present
Precision Financial Planning June 2014 - May 2015
Manulife Financial March 2010 - June 2014
RBC 2001 - April 2010
Investors Group 1986 - 2001
RBC Dominion Securities January 1980 - January 1986
Skills
Investments, Mortgage Lending, Mutual Funds, Banking, Finance, Wealth Management, Retirement Planning, Sales Management, Customer Service, Financial Advisory, Portfolio Management, Financial Services, Insurance, Strategic Financial..., Residential Mortgages, Loans, Retirement, Investment Advisory, Critical Illness, Credit, Management, Bonds, Mortgage Marketing, Relationship Management, Refinance, Investment Strategies, Securities, Risk Management, Sales, Retail Banking, Credit Analysis, Investment Management, Investment Properties
Education
Canadian Securities Institute 1999 — 2000
CSC, securities selection
University of Guelph 1970 — 1976
M.Sc., Economics
REMIC
Ontario Mortgage Agents Course MAC
U.S. Securities & Exchange Commission (SEC)
Series 7 Certification, Securities Licensing
OmniTRAX, Inc. - The Broe Group October 2013 - February 2015
Newmont Mining Corporation 2011 - 2013
Energy XXI 2008 - 2011
BMO Financial Group 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, Risk Management, Equities, International Project..., Forecasting, Strategic Partnerships, Due Diligence, Corporate Development, Strategic Planning, Business Analysis, Project Portfolio..., Investor Relations, Capital Markets, Corporate Budgeting, Quantitative Research, Private Equity
Education
University of Denver - Daniels College of Business 2004 — 2005
Master of Science (M.S.), Finance
University of Colorado Boulder 1990 — 1996
Bachelor of Arts (B.A.), Economics
BMO Financial Group April 2015 - Present
BMO Harris Bank March 2010 - Present
Harris Bank Hinsdale NA January 2006 - March 2010
Skills
Banking, Leadership, Small Business, Sales, Consumer Lending, Commercial Banking, Loans, Credit, Management, Small Business Lending, Portfolio Management, Credit Analysis, Financial Analysis, Retail Banking, Commercial Lending, Mortgage Lending, Finance, Business Development, Loan Origination, New Business Development, Sales Management, Treasury Management, Wealth Management, Financial Modeling, Cash Management, Customer Service, Team Management, Investments, Underwriting, Lines Of Credit, Cross Selling, Risk Management, Credit Risk, Relationship Management, Financial Services, Mergers & Acquisitions, Team Building, Strategic Planning, Marketing
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
B.S., Finance
Performance Trust Capital Partners March 2015 - Present
BMO Financial Group March 2011 - March 2015
BMO Financial Group February 2010 - March 2011
SS&C Technologies January 2009 - February 2010
Citadel LLC. August 2007 - December 2008
Career Education Corporation November 2006 - July 2007
Ernst & Young January 2005 - October 2006
University of Illinois at Chicago 2004 - 2006
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Financial Modeling, Financial Analysis, Derivatives, Business Analysis, Fixed Income, Investments, Finance, Data Analysis, Investment Banking, VBA, IPREO Municipal..., Trading Systems, Electronic Trading, Business Objects, SQL, Fixed Income Technology, Municipal Bonds, Bloomberg Terminal, Reuters 3000, Market Data, Analysis, Reference Data, Business Requirements, Middle Office, Financial Markets, Financial Services, Trading, Capital Markets, Equities
Education
University of Illinois at Chicago 2002 — 2006
B.S., Finance
University of Illinois Campus Recreation August 2013 - Present
BMO Financial Group June 2015 - August 2015
Chase January 2014 - January 2015
Internal Revenue Service November 2012 - March 2014
Skills
Event Planning, Event Management, Inventory Management, Microsoft Excel, PowerPoint, Teamwork
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Accounting
BMO Financial Group February 2010 - Present
TD Waterhouse May 2007 - February 2010
Facet Funds November 2004 - May 2007
BMO Nesbitt Burns Inc. May 1994 - November 2004
Skills
Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Financial Services, Equities, Investments, Portfolio Management, Financial Planning, Retirement Planning, Securities, Asset Management, Asset Allocation, Financial Advisory, Finance, Fixed Income, Estate Planning
Education
Dalhousie University 2009 — 2013
MBA, Masters Business Administration
CIM, FCSI 2009 — 2009
CIM, Canadian Investment Management
CFA Level I
Chartered Financial Analyst, CFA Level I
University of Guelph 1985 — 1989
B.Sc., Physics, Mathematics
BMO September 2011 - Present
BMO Financial Group August 2009 - September 2011
BMO Financial Group July 2008 - August 2009
EDS Canada Inc. April 2007 - July 2008
Aecon Industrial August 2006 - April 2007
Keane Inc. January 2005 - July 2006
EDS Canada Inc. November 2000 - December 2005
VTRAC IT Consultants November 1999 - November 2000
Wall Street Institute – A Division of Sylvan Learning Systems (Spain) June 1995 - July 1999
Skills
HR Consulting, Organizational Design, Performance Management, Employee Engagement, Talent Management, Relationship Management..., Trusted Business Partner, Strategic Human..., Employee Relations, HRIS, Onboarding, Succession Planning, Recruiting, Strategy, Interviews, Coaching, Strategic Planning, Change Management, Business Process, SDLC, Management, Leadership Development, Program Management, Training, Organizational..., Employee Benefits, Human Resources, Leadership, Relationship Management
Education
York University 1991 — 1995
Honours BA, Major - Humanities, Minor - Behavioural Psychology
University of Cambridge 1996 — 1997
(Certificate)Teaching English as Second Language (TESL)
RBC March 2015 - Present
BMO Financial Group February 2014 - Present
Bank of Montreal February 2012 - February 2014
Sephora, Mississauga November 2008 - January 2012
Skills
Customer Experience, Customer Service, Retail, Time Management
Education
Humber Institute of Advanced Learning 2006 — 2010
Diploma, Law Administration
University of Guelph 2006 — 2010
Honours Bachelor of Applied Science, Justice Studies
BMO Financial Group March 2015 - Present
TD February 2013 - March 2015
TD July 2012 - February 2013
BlackBerry March 2011 - July 2012
Rogers Communications October 2007 - February 2011
IBM Canada Ltd. July 2008 - 2010
Minacs Worldwide, Inc January 2007 - September 2007
Alcatel Lucent Technologies, Inc June 2001 - November 2006
DeVry April 2000 - June 2001
Skills
IT Service Management, IT Governance, IT Audit, Risk Management, Process Engineering, Business Process, Process Improvement, Process Management, Business Process..., Service Catalogue..., Service Level Management, Capacity Management, Availability Management, Business Continuity, Release Management, Change Management, Configuration Management, Regulatory Requirements, ISO 20000, Process Optimization, Business Management, Supplier Management, Vendor Management, Cloud Computing, Management, Service Catalog, Incident Management, ITIL, Governance, Cross-functional Team..., Service Management, Team Leadership, Integration, ITIL Certified, Sla, Six Sigma, Infrastructure, Service Delivery, Business Intelligence, PMO, Problem Management, System Deployment, Project Portfolio..., IT Operations, PMP, IT Strategy, IT Management, Project Delivery, Information Technology, Resource Management
Education
University of Cambridge 1999 — 2000
Diploma, Computer Studies
BMO Financial Group September 2014 - Present
BMO Financial Group January 2014 - September 2014
BMO Financial Group January 2013 - January 2014
BMO Financial Group August 2011 - January 2013
BMO Financial Group September 2010 - August 2011
Double Vision Group Inc. June 2007 - September 2010
Skills
Trading, Fixed Income, Investments, Compliance, AML, Banking, Relationship Management, Customer Service, Sales, Critical Thinking, Financial Risk, Financial Markets, Securities, Equities, Options, Mutual Funds, Foreign Exchange
Education
University of Guelph 2006 — 2010
Bachelor of Business Administration (BBA), Finance
BMO Financial Group April 2014 - Present
CIBC December 2012 - April 2014
CIBC August 2011 - December 2012
Rotman School of Management January 2012 - April 2012
CIBC January 2010 - August 2011
CIBC January 2007 - December 2009
CIBC May 2005 - December 2006
Hydro One September 2003 - May 2005
Skills
Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Essbase, Leadership, Communication, Budget Process, Capital Budgeting, Operating Budgets, Financial Reporting, Managerial Finance, Project Finance, Problem Solving, Statistics, sense making, Planning Budgeting &..., Consolidated Reporting, Revenue Analysis, Revenue Forecasting, P&L Analysis, P&L Forecasting, Balance Sheet Review, Management, Vendor Management, Strategy, Project Management
Education
Rotman School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
University of Guelph 1999 — 2003
Bachelor of Science (BScH)
BMO Financial Group February 2015 - Present
Bank of Montreal September 2012 - February 2015
University of Guelph 2011 - 2012
GUESS?, Inc. 2008 - 2011
Skills
Customer Experience, Motivation, Inspiration, Self-starter, Team Leadership, Deadline Driven, Close Attention to..., Risk Management, Commercial Banking, Project Planning, Retail Banking, Visual Merchandising, Sales, Banking, Customer Service, Leadership, Mortgage Lending, Portfolio Management, Residential Mortgages, Teamwork, Time Management
Education
University of Guelph 2009 — 2013
Bachelor of Arts Honors (BAH), Theatre Studies
Lockerby Composite 2003 — 2007
Science and Technology, Science and Technology
BMO Financial Group August 2015 - Present
BMO Financial Group June 2015 - August 2015
The University of Iowa August 2013 - May 2015
Employee May 2013 - August 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, Time Management, Financial Analysis, Social Media, PowerPoint, Public Speaking, Teamwork, Microsoft Word, Communication, Social Networking
Education
University of Iowa 2012 — 2016
Bachelor of Arts in Economics and Psychology, Entrepreneurial Management Certificate, 3.80
Cary Grove High School
High School
The Consultants Company February 2013 - Present
Synapse BI 2003 - Present
Centre for Addiction and Mental Health December 2014 - June 2015
Reconnect Mental Health Services March 2014 - October 2014
CAMH February 2013 - December 2013
Wave Accounting September 2011 - February 2013
Ministry of Health and Long-Term Care March 2011 - August 2011
Loblaw Companies Limited September 2010 - February 2011
Workopolis January 2007 - March 2010
BMO Financial Group April 2006 - December 2006
Skills
Business Intelligence, Business Objects, SQL Server, Data Warehousing, ETL, Data Modeling, PL/SQL, Data Analysis, SQL, Databases, T-SQL, SAP, Security, Teradata, Architecture, Integration, Business Analysis, Oracle SQL, Microsoft SQL Server, Requirements Analysis, Business Intelligence..., Data Migration, Data Warehouse..., Analysis, Microstrategy, Oracle, Data Integration, Analytics, Software Project..., Enterprise Architecture, Business Analytics, Solution Architecture, Start-ups, Process Improvement, Data Marts, Requirements Gathering, Database Design, Agile Methodologies
Education
The Data Warehousing Institute 2003 — 2012
Various Courses
Business Objects Training 1999 — 2007
Full Accreditation
University of Guelph 1996 — 1999
BA
BMO Private Banking October 2014 - Present
BMO Financial Group June 2014 - September 2014
BMO Financial Group March 2012 - May 2014
BMO Financial Group December 2010 - May 2012
BMO Financial Group October 2009 - December 2010
Skills
AML, Banking, MIS, Business Analysis, Process Improvement, Risk Management, Analysis, Business Intelligence, SDLC, Management, Credit, Business Process..., Data Analysis, Financial Analysis, Anti Money Laundering
Education
University of Guelph 2003 — 2007
HSBC Retail Banking and Wealth Management July 2015 - Present
CDSPI Advisory Services Inc. September 2011 - June 2015
RBC Dominion Securities July 2009 - November 2010
BMO Financial Group 2006 - 2009
Edward Jones Investments November 2003 - October 2006
PCI Geomatics September 1999 - November 2003
DMTI Spatial January 1998 - September 1999
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Securities, Portfolio Management, Risk Management, High Net Worth..., Strategic Financial..., Investment Strategies, Wealth, Financial Planners, Finance, Wealth Management..., Certified Financial..., Investment Management, ETFs, Financial Services, Asset Management, Customer Service, Equities, Insurance, Relationship Management, Fixed Income
Education
University of Guelph 1990 — 1994
B.Sc., Honours Physical Geography
CNA Insurance August 2011 - Present
University of Cambridge 2009 - 2010
BMO Financial Group July 2008 - September 2009
Bank of America Merrill Lynch April 2005 - March 2007
Bank of America Merrill Lynch July 2001 - April 2005
Skills
Corporate Finance, Valuation, Investment Banking, Credit, Financial Modeling, Strategy, Mergers, Equity Research, Management Consulting, Venture Capital, Emerging Markets, Negotiation, Strategic Planning, International Business, Investor Relations, Corporate Development, Banking, Strategic Analysis, Private Equity, Finance
Education
University of Cambridge 2009 — 2010
Master of Business Administration (M.B.A.), Strategy & International Business
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor's Degree, Finance
BMO Financial Group September 2014 - Present
ACAMS March 2010 - Present
GE Capital July 2012 - September 2014
BMO Financial Group March 2010 - July 2012
Park National Bank September 2007 - March 2010
MidAmerica Bank January 2007 - September 2007
Skills
Bank Secrecy Act, AML, OFAC, Banking, Retail Banking, Fraud, Financial Risk, Sanction, Loans, KYC, Credit, Commercial Banking, Credit Analysis, Risk Assessment, CAMS, USA PATRIOT Act, Financial Services, Risk Management, Anti Money Laundering, Compliance Testing
Education
University of Illinois at Chicago 2001 — 2005
Bachelor of Arts (BA), Criminal Justice
MNP May 2015 - Present
MNP September 2013 - May 2015
The Goodyear Tire & Rubber Company July 2012 - September 2013
Xerox Canada October 2011 - July 2012
BMO Financial Group April 2008 - August 2011
Department of Integrative Biology in collaboration with Biomedical-Neuroscience April 2011 - July 2011
Skills
Bilingual-..., Data Analysis, Microsoft Office, Teamwork, Analysis, Microsoft Excel, Team Leadership, Accounting, Research, Negotiation, Time Management, Account Management, Market Research, Leadership, Retail
Education
Ryerson University 2011 — 2013
Accounting Certificate
University of Guelph 2006 — 2011
Bachelor of Science, Biological Sciences/Minor: Neuroscience
Royal Conservatory of Music
Level 11, Violin
Trafalger Castle School
BMO Financial Group March 2012 - Present
MF Global July 2009 - November 2011
McGladrey & Pullen September 2007 - March 2009
Education
University of Illinois at Chicago 2006 — 2007
Bachelor of Science, Accounting
BMO Financial Group December 2013 - Present
Planned Parenthood Toronto 2008 - Present
BMO Financial Group March 2011 - December 2013
St. Michael's Hospital November 2008 - February 2011
St. Michael's Hospital June 2006 - October 2008
Skills
Strategic Planning, Business Analysis, Program Management, Innovation Management, Process Improvement, Change Management, Management, Business Process..., Consulting, Project Management, Business Strategy, Strategy, Entrepreneurship, Leadership, Analysis, Risk Management, Team Leadership, Financial Analysis, Policy
Education
OCAD University
Master of Design (candidate), Strategic Foresight & Innovation
University of Guelph
BSc, Biomedical Research
University of Toronto - Rotman School of Management
MBA, Strategy and Finance
Independent Electricity System Operator (IESO) September 2014 - Present
TD March 2014 - August 2014
RBC June 2011 - February 2014
BMO Financial Group February 2010 - June 2011
Suncor Energy December 2007 - January 2010
Standard Bank October 2002 - November 2007
Siemens Energy & Automation January 1997 - February 2002
Skills
Project Management, Vendor Management, Change Management, Team Leadership, PMP, Project Delivery, Operations Management, Leadership, Strategic Planning, Budgets, Business Analysis, SDLC, Business Process..., Program Management, Risk Management, Negotiation
Education
Milpark Business school 2002 — 2006
MBA, Strategic Management
University of South Africa/Universiteit van Suid-Afrika 1999 — 2001
APM, Advaced Project Management
University of Johannesburg 1994 — 1997
Electrical Eng
BMO Financial Group March 2015 - Present
BMO Financial Group May 2014 - February 2015
BMO Financial Group September 2013 - May 2014
McDonald's Corporation August 2006 - September 2013
Skills
Time Management, Cashiering, Inventory Management, Customer Service, Food Service, P&L, Restaurant Management, Customer Satisfaction, Restaurants, Teamwork, Retail, Cash Handling Experience, Cash Register, Franchising, Microsoft Excel, Leadership, Profit, PowerPoint, Microsoft Word, Sales, Microsoft Office, Management, Financial Analysis
Education
University of Guelph 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Humber College 2008 — 2012
Business Administration, Business Administration and Management, General
BMO Financial Group August 2014 - Present
BMO Financial Group August 2013 - August 2014
BMO Financial Group December 2011 - August 2013
Sidley Austin LLP September 2005 - November 2011
Skills
Litigation, Class Actions, Legal Writing, Commercial Litigation, Intellectual Property, FCPA, Corporate Governance
Education
University of Chicago Law School 2002 — 2005
J.D., Law
University of Michigan 1998 — 2002
B.A, Political Science, Hispanic Studies
University of Oxford 2000 — 2001
Politics, Hispanic Literature
Carmel High School 1994 — 1998
BMO Financial Group April 2013 - Present
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Science, Management Information Systems
BMO Financial Group February 2011 - Present
Ayah Business Consulting and Informatics November 2006 - February 2012
Method Engineering & Management Consulting August 2006 - February 2011
Ministry of Communications and Information Technology July 2005 - August 2007
Achievement of Market-Friendly Initiatives and Results Program Chemonics International Inc., USA, 2002 - 2004
Jordan-U.S. Business Partnership, International Executive Service Corps, USA 1999 - 2002
World University Service of Canada (WUSC - EUMC) 1996 - 1999
Princess Sumaya University College for Technology 1995 - 1997
Royal Scientific Society, Jordan 1984 - 1996
Education
Washington International University 2003 — 2005
PhD, Industrial Engineering
International Environmental Law Diploma 2002 — 2003
Diploma, International Environmental Law
Jordan University 1990 — 1992
M.Sc., Industrial Engineering
University of Delaware 1980 — 1984
BSc, electrical engineering
New English School
BMO Financial Group June 2015 - Present
JPMorgan Chase 2013 - May 2015
GE Capital 2012 - 2013
HSBC 2010 - 2012
HSBC 2007 - 2010
HSBC 2005 - 2007
HSBC 2004 - 2005
HSBC 2002 - 2004
Crowe Chizek & Company, LLP 2000 - 2002
Skills
Risk Management, Financial Risk, Internal Audit, AML, Operational Risk, Auditing, Credit Cards, Process Improvement, Policy, Risk Assessment, Corporate Governance, Compliance, Project Planning, Data Privacy, Internal Controls, Banking, Anti Money Laundering, Management, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's Degree, Accounting
BMO Financial Group April 2015 - Present
Harris N.A. February 2012 - Present
Skills
Portfolio Management, Banking, Management, Risk Management, Business Analysis, Budgets, Process Improvement, Business Process..., Project Portfolio..., Financial Analysis, Leadership, SDLC, Finance, Financial Services, Vendor Management, Project Management
Education
University of Illinois at Chicago 1994 — 2001
MUFG in the Americas August 2015 - Present
TD December 2013 - August 2015
Ontario Teachers' Pension Plan July 2011 - December 2013
BMO Financial Group July 2010 - July 2011
BMO Financial Group 2007 - 2010
Skills
Stress Testing, Derivatives, Quantitative Finance, Bloomberg, Market Risk, Economic Capital, Valuation, Quantitative Analytics, Financial Risk, Fixed Income, Financial Modeling, Risk Analysis, Credit Analysis, Equities, Credit Risk
Education
University of Cape Town 1997 — 2004
Master of Science, Theoretical Physics
Durban High School
BMO Financial Group August 2014 - Present
BMO Financial Group November 2010 - July 2014
BMO Financial Group July 2006 - October 2010
Cardinal Health January 2003 - June 2006
Northern Trust March 1998 - December 2002
Skills
Performance Management, Deferred Compensation, Succession Planning, HRIS, Talent Management, PeopleSoft, Workforce Planning, Employee Relations, Benefits Administration, Employee Benefits, Onboarding, Organizational Design, Talent Acquisition, Employee Engagement
Education
University of Illinois at Urbana-Champaign
BA, Economics
BMO Financial Group July 2011 - May 2015
Marshall & Ilsley Corporation June 2006 - July 2011
Wheaton Bank & Trust Co. January 2006 - April 2006
Robert W. Baird & Co. June 2005 - August 2005
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, Foreign Exchange
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Wheaton College 2002 — 2006
B.S., Mathematics, Economics
BMO Financial Group February 2014 - February 2015
Scotiabank 2015 - 2015
Next Pathway Inc. August 2013 - February 2014
Evolved Tech Solutions, Inc. October 2012 - July 2013
Pareto April 2012 - October 2012
BMO Financial Group April 2011 - April 2012
RBC August 2010 - April 2011
Skills
Business Intelligence, SDLC, Requirements Gathering, Business Requirements, Requirements Analysis, Software Project..., Business Analysis, Software Development, Consulting, Agile Methodologies, Integration, Analysis, Business Process...
Education
University of Guelph 2001 — 2005
B.Sc. Engg, Computer Engineering
BMO Harris Bank November 2014 - Present
BMO Financial Group August 2011 - November 2014
M&I Bank April 2009 - August 2011
M&I Bank December 2008 - April 2009
M&I Home Lending Solutions October 1995 - November 2008
Firstar Bank February 1993 - October 1995
Skills
Risk Management, Banking, Project Management, Change Management, Financial Risk, Analysis, Management, Portfolio Management, Strategic Planning, Strategy, Mortgage Lending, Executive Management, Finance, Financial Analysis, Retail Banking
Education
University of Iowa 1987 — 1992
Bank of Montreal February 2012 - Present
BMO Financial Group February 2010 - February 2012
Generation5 2008 - 2010
CBS Jerusalem December 2004 - August 2008
Skills
Statistics, SAS, Data Mining, Data Analysis, SQL, SQL Server, Analytics, Excel, Predictive Modeling, Databases, Predictive Analytics, Statistical Modeling, Microsoft SQL Server, Regression Testing
Education
University of Haifa 1998 — 2004
shcool n: 80 1982 — 1992
LINC School
OneAmerica Retirement Services October 2015 - Present
BMO Financial Group August 2005 - October 2015
Reinhart, Boerner, Van Deuren 1996 - 2005
Skills
Defined Benefit, Risk Management, Strategic Planning, Securities, Mutual Funds, Investments, ERISA, Corporate Law, 401k, Employee Benefits, Contract Negotiation, Estate Planning, Retirement, Pensions
Education
University of Iowa College of Law 1993 — 1996
J.D.
Mount Mercy University 1989 — 1993
B.A., English & Criminal Justice Administration
The Wharton School, University of Pennsylvania
Certified Employee Benefit Specialist
BMO Harris Bank June 2015 - Present
BMO Financial Group September 2014 - May 2015
CNA Insurance November 2009 - March 2014
CNA Insurance July 2008 - October 2009
MidAmerica Bank August 2005 - March 2008
MAF Bancorp, Inc. 2005 - 2008
JPMorgan Chase July 1997 - August 2005
JP Morgan Chase 1997 - 2005
US Cellular July 1996 - July 1997
Skills
Sarbanes-Oxley Act, Auditing, Risk Management, Accounting, Budgets, Financial Analysis, Financial Reporting, SEC filings, Enterprise Risk..., Internal Controls, Internal Audit, General Ledger, Financial Accounting, Cash Management, GAAP, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Arts (BA), Accounting
BMO Financial Group December 2009 - Present
The Boston Consulting Group July 2009 - October 2009
UIS Technologies June 2008 - June 2009
Federal Home Loan Bank of Chicago December 2007 - April 2008
ShopLocal March 2007 - November 2007
NAVTEQ 2002 - 2006
Weber Shandwick 1999 - 2002
Thomson Reuters 1996 - 1998
Berlin Packaging 1993 - 1995
Skills
Active Directory, Disaster Recovery, Troubleshooting, Banking, Windows 7
Education
University of Illinois at Urbana-Champaign 1988 — 1990
BMO Financial Group November 2014 - Present
Senco Brands, Inc 2014 - 2014
The Scan Group, Inc. June 2007 - July 2010
Skills
Social Media Marketing, Microsoft Office, Social Media, Marketing, Westlaw, Marketing Communications, Legal Writing, Legal Research, Research, Marketing Strategy
Education
University of Cincinnati College of Business 2013 — 2014
Master of Business Administration (M.B.A.)
University of Dayton School of Law 2010 — 2013
Juris Doctor (J.D.)
University of Wisconsin-Madison 2003 — 2007
Bachelor's Degree, History
RBC July 2015 - Present
RBC January 2013 - Present
The Peer Project - Youth Assisting Youth (YAY) August 2009 - Present
BMO January 2010 - January 2013
Mobiroo Inc. June 2009 - January 2010
BMO Financial Group May 2008 - August 2008
Rocket Fireworks May 2008 - May 2008
BMO Mutual Funds May 2007 - August 2007
Alliance iCommunications May 2006 - August 2006
Dundee Private Investors May 2004 - August 2005
Skills
Strategy, IT Strategy, CRM, Cross-functional Team..., Change Management, Leadership, Finance, Management, Financial Services, Strategic Planning, Consulting, Team Leadership, Business Strategy
Education
York University - Schulich School of Business 2005 — 2009
BBA
University of Economics, Prague
York University
BMO Financial Group June 2015 - Present
BMO Financial Group February 2011 - Present
BMO Financial Group February 2010 - February 2011
Bank of Montreal June 2008 - February 2010
Bank of Montreal January 2008 - June 2008
Skills
Banking, Financial Services, Relationship Management, Business Analysis, Capital Markets, Public Speaking, Cash Management, Political Campaigns, Lobbying, Politics, Volunteering, Microsoft Office, Interpersonal Skill, Analysis, Product Management, Customer Service, Requirements Gathering, Payments, Business Requirements, Retail Banking, Financial Analysis, Data Analysis, Business Process..., Governance, Treasury Management, Analytics, Process Improvement, Portfolio Management, Visio, Investments, Vendor Management, Leadership, Financial Modeling
Education
University of Guelph 2003 — 2007
BA, Political Science
CPA Candidate
BMO Financial Group October 2014 - Present
BMO Investments Inc. October 2014 - Present
BMO Financial Group February 2014 - October 2014
BMO Financial Group January 2013 - February 2014
IFDS ( International Financial Data Services ) February 2010 - May 2010
HNB Sri Lanka August 2004 - September 2005
Skills
IFIC,FP1,Personal..., Accounting, Financial Reporting, QuickBooks, Accpac, Account Reconciliation, Payroll, Financial Accounting, Cash Management, Accounts Receivable, Financial Analysis, Accounts Payable, Bookkeeping, Banking, Credit, Strategic Financial..., Finance, Internal Controls, Leadership, Retail Banking, Customer Service, Management, Team Leadership, Relationship Management, Risk Management, Financial Planning
Education
emb/president
CFSA,BBA 2011 — 2012
Certificate in Financial Service Advice (CFSA)
CSI 2011 — 2012
IFIC, FINANCIAL PLANING 1, PERSONAL FINANCIAL SERVICE ADVICE
Herzing-Toronto 2011 — 2012
DIPLOMA, Financial Services Representative (FSR)
Skills for Change 2009 — 2009
Certificate, Computerized Accounting, Accounting
University of Colombo 1997 — 2001
Bachelor of Business Administration (BBA), Marketing, General
Western Union Business Solutions November 2011 - Present
Travelex March 2010 - November 2010
Western Union Business Solutions 2009 - 2010
HSBC September 2007 - June 2009
BMO Financial Group 2002 - 2006
Skills
Currency, FX Options, Foreign Exchange, Sales Management, FX Hedging, Payment Industry, Payment and Cash..., New Business Development, Risk Management, Commercial Banking, Strategic Planning, Portfolio Management
Education
University of Guelph 1996 — 2001
Bachelor of Commerce (BCom)
Hillfield Strathallen College 1985 — 1996
Bcomm, Business
RBC Global Asset Management March 2014 - Present
RBC Investor Services October 2010 - March 2014
State Street August 2009 - October 2010
BMO Financial Group January 2008 - August 2009
Skills
Bloomberg, Mutual Funds, Fixed Income, Securities, Derivatives, Equities, Valuation, Investments, Alternative Investments, Financial Modeling, Capital Markets, FX Options, Portfolio Management, Financial Analysis, Banking, Equity Valuation, Equity Derivatives, Risk Management, Trading, Financial Services
Education
University of Guelph 2006 — 2009
Hons BBA, Finance
CFA Institute
Level III Candidate
York Memorial Collegiate
Sumitomo Mitsui Banking Corporation April 2015 - Present
BBVA June 2012 - April 2015
Dexia Credit Local December 2009 - June 2012
Pivotal Payments 2007 - 2009
BMO Financial Group 2006 - 2007
Skills
Credit, Financial Risk, Financial Analysis, Credit Analysis, Portfolio Management, Financial Modeling, Bloomberg, Banking, Risk Management, Due Diligence, Economics, Credit Risk, Microsoft Excel, Project Finance, Finance
Education
The University of Connecticut 2002 — 2004
M.A., Economics
Deloitte Canada August 2014 - Present
Deloitte Consulting September 2010 - Present
BMO Financial Group November 2007 - August 2010
Organization & Management Solutions September 2005 - September 2007
Bank of Montreal April 2006 - August 2006
Skills
Organizational Design, Interviews, Management, Human Capital, Job Evaluation, Organizational..., Organizational..., Performance Management
Education
University of Guelph 2005 — 2007
M.A., Industrial Organizational Psychology
University of Toronto 2001 — 2005
Hon.B.Sc., Psychology
BMO Financial Group September 2013 - Present
Bank of Montreal November 2010 - August 2013
Sears Canada May 2010 - November 2010
Sears Canada November 2007 - May 2010
Geosign February 2007 - October 2007
Skills
PPC, SEM, Google Analytics, Online Marketing, SEO, Omniture, Social Media, Email Marketing, Affiliate Marketing, User Experience, Web Analytics, Online Advertising, Interactive Marketing, Analytics, Lead Generation
Education
University of Guelph 2005 — 2006
MBA
BMO Financial Group managerPricewaterhouseCoopers2006 - 2008
KPMG Audit 2002 - 2004
Education
University of Cape Town 1998 — 2001
Commerce
MB Financial Bank 2013 - Present
BMO Financial Group 2012 - 2013
BMO Financial Group 2010 - 2012
Harris Bank 2007 - 2009
Harris Bank 2005 - 2007
Harris Bank 2002 - 2005
Harris Bank 1999 - 2000
Chase 1994 - 1999
Chase 1992 - 1994
Skills
Direct Marketing, Marketing Strategy, Marketing, Market Research, Advertising, Brand Development, Leadership, Sponsorship, Commercial Banking, Credit, Retail, Banking, Portfolio Management, Financial Services, Loans, Financial Analysis, Strategy, Relationship Management, Retail Banking, Risk Management, Customer Experience, Customer Experience..., Integrated Marketing, B2B, Cross-functional Team..., Sales
Education
University of Illinois at Urbana-Champaign - College of Business
B.S., Finance
BMO Financial Group November 2012 - Present
BMO Financial Group May 2005 - November 2012
BMO Financial Group 2001 - 2003
Skills
Credit Risk, Banking, Portfolio Management, Credit, Risk Management, Change Management, Basel II, Operational Risk, Capital Markets, Financial Modeling, Financial Risk, Market Risk, Retail Banking, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Financial Analysis
Education
University of Guelph
Masters, Economics
University of Guelph
Honours BA, Economics
BMO Financial Group May 2015 - Present
BMO Financial Group April 2014 - May 2015
JPMorgan Chase February 2013 - April 2014
Cole Taylor Bank January 2006 - February 2013
Hawthorne Currency Exchange January 1999 - January 2006
Skills
Bank Secrecy Act, Banking, OFAC, KYC, Suspicious Activity..., Financial Risk, Financial Transactions, Due Diligence, Investigative Research, USA PATRIOT Act, Microsoft Excel, Risk Management, Anti Money Laundering, Case Managment, CTRS, Branch Banking, Management, Credit Risk, Operational Risk..., Retail Banking, Internal Audit, AML, SAR Filings, PEP
Education
University of Illinois at Chicago 1998 — 2001
bachelor degree, Liberal Arts
TD July 2014 - Present
Office of the Comptroller General May 2011 - July 2014
BMO Financial Group August 2010 - May 2011
The Home Depot Canada June 2006 - August 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Teamwork, Time Management, Customer Service, Outlook, PowerPoint, Microsoft Word, Budgets, Account Reconciliation, Financial Accounting, Team Leadership, Leadership
Education
Institute of Chartered Accountants of Ontario 2011 — 2014
University of Guelph 2006 — 2010
BBA, Accounting
BMO Financial Group August 2014 - Present
Neuberger Berman September 2008 - August 2014
Fidelity Investments 2005 - 2008
Charles Schwab 2002 - 2005
Principal Financial Group January 2000 - December 2002
Principal Financial Group January 1998 - December 2000
Skills
Series 7, Retirement, Investments, Series 63, Retirement Planning, Sales, Mutual Funds, Pensions, Series 24, Series 65, Alternative Investments, Institutional Sales
Education
University of Iowa
BMO Financial Group August 2008 - Present
Foxconn 2008 - 2008
BMO Financial Group 2006 - 2007
University of Guelph 2005 - 2006
Skills
VMware, Java, Visual Basic, Unix, Databases, Linux, Microsoft Office, Operating Systems, HTML, XML, Perl, Software Development, JavaScript, .NET, C++, DB2, Windows, Siebel, XP, IIS, Windows Server 2003, Documentation, Windows Server 2008
Education
University of Guelph 2002 — 2006
B.S. Honour, Major: Computer Science & Minor: Statistics
BMO Financial Group February 2015 - Present
MUFG Americas November 2013 - February 2015
Wize Commerce November 2011 - November 2013
University of California, Riverside September 2006 - June 2011
University of Science and Technology of China September 2003 - July 2006
Skills
SAS, SQL, LaTeX, Matlab, Data Analysis, Python, C++, R, Statistical Modeling, Data Mining, Time Series Analysis, Statistics, Logistic Regression, Machine Learning, Linear Regression, Predictive Modeling, Bayesian statistics, Statistical Computing, SAS programming, Monte Carlo Simulation, Predictive Analytics, Text Mining, Quantitative Analytics, Multivariate Analysis, Multivariate Statistics, Optimization, Cluster Analysis, Decision Trees, Pattern Recognition, Algorithms
Education
University of California, Riverside 2006 — 2011
Ph.D, Statistics
University of Science and Technology of China 2003 — 2006
Master, Statistics
Xi'an JiaoTong University (XJTU) 1999 — 2003
B.S, Applied Mathematics
M for Mendocino October 2015 - Present
M for Mendocino September 2015 - October 2015
Houston Avenue Bar & Grill January 2015 - September 2015
Steve Madden September 2012 - April 2015
Gee Beauty September 2014 - December 2014
The Pattie House Smokin' BBQ 2010 - September 2013
Catering With Style March 2013 - April 2013
BMO Financial Group May 2012 - September 2012
Skills
PowerPoint, Excel, Word, Customer Service, Time Management, Event Planning, Microsoft Office, Teamwork, Social Media, Photography, Outlook, Event Management, Telephone Skills, Public Relations, Team Building, Retail, Sales, Hospitality, Food, Cashiering, Social Networking, Merchandising, Visual Merchandising, Inventory Management, Fashion, Social Media Marketing, Retail Sales, Corporate Events, Catering, Marketing, Leadership, Facebook, Management, Microsoft Excel, Microsoft Word
Education
George Brown College 2011 — 2013
Special Events Planning
University of Guelph 2009 — 2011
Sociology
Robert Half Legal August 2015 - Present
BMO Financial Group May 2014 - November 2014
Deloitte Forensic (formerly ATD Legal) November 2013 - April 2014
Torys LLP August 2012 - June 2013
Scotiabank October 2012 - January 2013
Torys LLP 2011 - 2011
Skills
Corporate Law, Corporate Governance, Capital Markets, Securities, Legal Writing, Securities Regulation, Legal Research, Arbitration, Administrative Law, Document Drafting, Private Equity
Education
University of Toronto 2009 — 2012
Juris Doctor, Law
University of Guelph 2006 — 2009
Bachelor of Arts (BA), Political Science, Philosophy
BMO Financial Group May 2014 - Present
Dell Canada January 2014 - April 2014
HOOPP (Healthcare of Ontario Pension Plan) January 2013 - November 2013
Ontario Power Authority May 2012 - December 2012
Woodbine Entertainment Group March 2012 - May 2012
Scotiabank October 2011 - March 2012
BMO Financial Group October 2010 - September 2011
CBC Television July 2010 - October 2010
IBM March 2010 - July 2010
Woodbine Entertainment Group December 2009 - March 2010
Skills
Microsoft Office, Troubleshooting, Windows 7, Windows, Windows Server, SCCM, ITIL Certified, MCITP, MCSE 2003, Hyper-V, VMware, Blackberry Enterprise..., Software Packaging, Wise Packaging Studio, Installshield Admin..., Wyse, WSUS, SharePoint, Group Policy, Change Management, Hardware, Citrix, SQL, Symantec Antivirus, Microsoft Exchange, Active Directory, PowerShell, VBScript, MDT, Desktop Imaging, Windows Server 2008 R2, Windows XP, Powershell, XP, Microsoft Technologies, VPN, Operating Systems, ITIL, TCP/IP, Software Installation
Education
University of Guelph
Bachelor in Applied Computing & Diploma in Wireless Technology, Computer Science
BMO Harris Bank May 2014 - Present
HSBC September 2012 - January 2013
BMO Financial Group June 2011 - September 2012
Infosys Technologies Ltd February 2007 - April 2011
Covansys (CSC) October 2005 - January 2007
Covansys (CSC) March 2001 - September 2005
Covansys (CSC) September 1997 - March 2001
Skills
Insurance, Finance, Healthcare, Business Services, SDLC, PMP, Global Delivery, Business Analysis, Software Project..., Program Management, Requirements Analysis, PMO, CMMI, IT Strategy, Project Portfolio..., Agile Project Management, SharePoint, Mainframe, Test Management, Resource Management, Project Management
Education
University of Illinois Springfield 2004 — 2006
Master’s Degree, Management Information Systems
University of Madras 1993 — 1997
Bachelor’s Degree, Electronics and Communications Engineering
BMO Financial Group July 2014 - Present
BMO Financial Group July 2013 - July 2014
Ontario Education Collaborative Marketplace (OECM) May 2011 - July 2013
World Vision Canada November 2010 - May 2011
Australian Securities and Investments Commission January 2008 - April 2009
National E-Health Transition Authority October 2007 - January 2008
Department of Treasury February 2004 - October 2007
Education
University of Canberra 2000 — 2003
Bachelors, Management
Wilfrid Laurier University 2002 — 2002
Business
Nomura Securities 2011 - Present
Deutsche Bank Securities March 2005 - June 2011
BMO Financial Group March 2001 - March 2005
BT Brokerage Corp September 1994 - March 2001
Foyston Gordon & Payne 1988 - 1993
Skills
Equities, Fixed Income, Securities, Hedge Funds, Structured Products, Capital Markets, Operational Risk, Financial Risk, Asset Managment, Commodity, Series 7, Alternative Investments, Equity Trading, Private Equity, Risk Management, Investments, Financial Services, Portfolio Management, Wealth Management, Prime Brokerage
Education
University of Guelph 1982 — 1986
BA, Geography
BMO Financial Group September 2014 - Present
BMO Financial Group December 2013 - September 2014
BMO Financial Group May 2011 - December 2013
Champs Sports July 2010 - September 2011
Playdium Corporation April 2008 - May 2010
Education
University of Guelph-Humber 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
HSBC January 2009 - Present
HSBC Bank Canada December 2013 - August 2014
BMO Financial Group 2003 - 2005
BMO Financial Group 1999 - 2003
Skills
Banking, Financial Services, Relationship Management, Payments, Portfolio Management, Commercial Banking, Business Analysis, Project Management, Cash Management, Sales, Risk Management
Education
University of Guelph 1991 — 1996
B.Sc. (Agr.), Env. Biology
Coastal Carolina University August 2012 - Present
BMO Financial Group February 1997 - July 2012
Ryerson University May 2008 - June 2008
Ryerson University April 1999 - July 1999
Ryerson University September 1998 - December 1998
Food and Resource Economics, University of Florida August 1995 - September 1996
University of North Florida May 1996 - August 1996
CARICOM Secretariat March 1980 - August 1987
Skills
Economics, Resource Economics, Industry Analysis, Commodity Markets, Economic Forecasting
Education
University of Florida 1992 — 1995
Doctor of Philosophy (Ph.D.), Food and Resource Economics
University of Florida 1989 — 1991
Master of Science (M.S.), Food and Resource Economics
University of East Anglia 1983 — 1984
Master of Arts (M.A.), Development Economics
University of the West Indies, St. Augustine Campus 1975 — 1978
Bachelor of Arts (B.A.), Economics
St. Mary's College, Trinidad & Tobago 1966 — 1973
Pacific Lighthouse Partners February 2015 - Present
Boutique Recruitment Firm March 2013 - January 2015
BMO Financial Group July 2012 - February 2013
Education
University of Illinois at Chicago 2009 — 2012
Bachelor of Arts (B.A.), Accounting and Finance, 4.0