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
HRPA - Human Resources Professionals Association September 2012 - Present
Evergreen Management Group February 2011 - Present
Sears Canada April 2008 - February 2011
Maple Leaf Foods Inc November 2004 - March 2008
Link Up Employment Services for Persons with Disabilities 2003 - 2004
BMO Financial Group March 2000 - September 2003
RBC October 1998 - March 2000
TACT 1994 - 1998
Skills
Employee Benefits, Team Building, Management, Personnel Management, Interviews, HRIS, Career Development, Onboarding, New Hire Orientations, Training, Labor Relations, Policy, Technical Recruiting, Applicant Tracking..., Employee Training, Deferred Compensation, Compensation, Sales, Change Management, Strategy, Mergers
Education
University of Toronto - Rotman School of Management 2000 — 2001
APHRM, Human Resources Management/Personnel Administration, General
University of Ottawa 1986 — 1990
Bachelor of Arts (BA), English Language and Literature, General
BOC June 2008 - Present
BMO Financial Group January 2003 - May 2008
Patro d'Ottawa June 2000 - August 2002
Education
University of Ottawa / Université d'Ottawa 2005 — 2007
Bachelor's degree, Criminology
la Cite collegiale 2003 — 2005
BMO Financial Group February 2014 - Present
Deloitte Canada September 2013 - January 2014
PwC February 2012 - April 2013
PricewaterhouseCoopers LLP, Winnipeg January 2009 - February 2012
PricewaterhouseCoopers LLP, Winnipeg September 2005 - December 2008
Skills
Business Valuation, Financial Modeling, Business Transformation, Project Management, Financial Accounting, Assurance, Internal Controls, Due Diligence, Financial Reporting, External Audit, Accounting, Private Equity, Corporate Finance, Finance
Education
Canadian Institute of Chartered Business Valuators 2010 — 2013
Business Valuation
Chartered Accountant School of Business (CASB) 2006 — 2008
Chartered Accountant, Accounting
University of Manitoba 2001 — 2005
Bachelor of Commerce (Hons.), Accounting/Finance
Western Union Business Solutions January 2013 - Present
Western Union Business Solutions September 2008 - December 2012
BMO Financial Group December 2001 - September 2008
Moore Business Forms March 1995 - May 2000
Skills
FX Options, Foreign Exchange, Banking, Investments, Currency, Risk Management, Financial Services, Finance, Relationship Management, Financial Markets, Business Development, Sales, Derivatives, Wealth Management, Mutual Funds, Payments, Financial Risk, Trading, Portfolio Management, Cash Management, Strategy, AML, Treasury Management, Options, Capital Markets, Loans, Fixed Income, Credit, Sales Operations, Securities, Credit Analysis, Financial Analysis, Leadership, Credit Risk, Commercial Banking, Strategic Financial..., Hedging, Equities, FX trading, Retail Banking, Sales Management, Sales Presentations, Salesforce.com, Customer Service, Trade Shows
Education
University of Prince Edward Island 1979 — 1983
BBA, Business
GameStop September 2015 - Present
T-Mobile November 2014 - September 2015
Lowe's Companies, Inc. January 2013 - November 2014
Cognizant Technology Solutions April 2010 - November 2014
Family Dollar December 2011 - January 2013
Hexaware Technologies August 2007 - April 2010
Rogers Communications August 2007 - April 2010
BMO Financial Group August 2007 - April 2010
Speridian Technologies March 2007 - August 2007
OWI November 2004 - March 2007
Skills
SDLC, Requirements Analysis, Microsoft SQL Server, Requirements Gathering, Software Project..., Software Development, Kronos WFC, Java Enterprise Edition, Business Analysis, Spring
Education
University of Madras 2000 — 2004
Bachelor of Technology (B.Tech.), Information Technology, A
BMO Financial Group March 2015 - Present
BMO Bank of Montreal June 2014 - March 2015
Rogers Communications November 2011 - February 2014
Centra Supermarket October 2004 - August 2011
Respond! January 2010 - July 2010
Education
University of Limerick 2007 — 2011
Economics & Finance
Värde Partners October 2012 - Present
BMO Financial Group September 2011 - October 2012
Marshall & Ilsley Bank 2008 - September 2011
BMO Harris Bank 2006 - 2011
Education
University of Minnesota Duluth 2006 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Northwest Company July 2013 - Present
Travel Manitoba December 2010 - May 2012
TTRA International 2011 - 2011
University of Manitoba June 2009 - December 2010
BMO Financial Group 2007 - 2008
Skills
Statistics, Market Research, Research, Data Analysis, SPSS, Excel, Economics, Statistical Modeling, Data Mining, R, Microsoft Excel, Strategic Planning, Microsoft Office, Quantitative Research
Education
University of Manitoba 2006 — 2008
Master of Arts, Economics
University of Minnesota-Twin Cities 1998 — 2003
Bachelor of Science, Economics, Statistics, and Mathematics
ideas42 August 2015 - Present
Andy Plews Communications; Consultant with DKC, Investor in The Shop, Brooklyn January 2015 - July 2015
ideas42 2015 - 2015
BMO Financial Group June 2003 - November 2014
Harris Bank January 2002 - June 2003
United Airlines May 1998 - December 2001
Andy Plews and Associates January 1995 - May 1998
Gold Stag Public Relations Ltd January 1990 - January 1995
Northwest Airlines November 1987 - December 1989
British Caledonian Airways January 1986 - October 1987
Skills
Media Relations, Corporate Communications, Government, Strategic Communications, Internal Communications, Crisis Communications, Reputation Management, Strategy, Communication Training, Speech Writing, Integrated Marketing, Public Relations, Marketing Communications, Investor Relations, Press Releases, Thought Leadership, Communications Planning, Strategic Planning, Crisis Management, Corporate Social..., Social Media, Direct Marketing, Management, Marketing Strategy, Business Strategy, Leadership, Editing, Digital Marketing
Education
University of Oxford 1976 — 1979
Modern History, history
University of Oxford
Modern History, History
BMO Financial Group May 2003 - October 2014
Trendmasters Inc November 1997 - November 2002
St. Louis Music, Inc. November 1996 - July 1997
National General Insurance August 1995 - October 1996
Colonial Bank August 1986 - July 1995
Skills
Disaster Recovery, Windows Server, Active Directory, IT Management, ITIL, VMware, DNS, VMware ESX, SharePoint, IIS, Enterprise Architecture, Microsoft SQL Server, Servers, SDLC, SQL, Microsoft Exchange, Unix, Business Analysis, DHCP, System Deployment, System Administration, McAfee Antivirus, Encryption Software, Security, Troubleshooting, Technical Support, VPN, Firewalls, Networking, Citrix, Cisco Technologies, Software Installation, Virtualization, Operating Systems, Windows XP
Education
University of Missouri-Saint Louis 1992 — 1992
Course work, Network Management
Sanford Brown College 1985 — 1987
Associate's degree, Information Technology
BMO Financial Group June 2015 - Present
Northern Trust Corporation September 2011 - June 2015
Quantitative Risk Management October 2004 - August 2011
Skills
Interest Rate Risk..., Market Risk, Funds Transfer Pricing, VAR, Financial Risk, QRM, Stochastic Modeling, Economic Capital, Intex, Fixed Income, Bancware, CCAR
Education
University of Notre Dame
Bachelor's degree, Computer Engineering
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance
The Shoebox Project for Shelters November 2013 - Present
BMO Financial Group March 2015 - July 2015
Regus January 2013 - August 2014
Altaview Financial Group March 2012 - November 2012
Snazzy Seconds Home Decor March 2003 - March 2011
OC Transpo July 1990 - November 2001
Skills
Customer Relations, Strategic Planning, Public Speaking, Customer Service, Customer Satisfaction, Client Service, Event Management, Management, Business Development, Entrepreneurship, New Business Development, Small Business, Team Building, Investments, Due Diligence, Leadership, Contract Negotiation, Sales Management, Negotiation, Business Planning, Real Estate, Budgets, Strategy, Coaching, Finance, Training
Education
University of Ottawa / Université d'Ottawa 2006 — 2009
Bachelor of Social Sciences, Minor in Psychology
UQO 1991 — 1995
Bachelor of Education
Cegep de L'Outaouais 1985 — 1988
D.E.C.
L'ERABLIERE
Kruger Products L.P. & KP Tissue Inc. 2012 - July 2015
W Kelley Law 2010 - 2012
Biovail Corp. (Now Valeant Pharmaceuticals Intl. Inc.) 2006 - 2009
BMO Financial Group 2002 - 2006
BMO Capital Markets 1997 - 2006
Torys LLP 1993 - 1997
Court of Appeal for Saskatchewan 1991 - 1992
Skills
Corporate Governance, Risk Management, Compliance, Mergers, Securities Regulation, Due Diligence, Corporate Law, Restructuring, Corporate Finance, Privacy Law, Private Equity, Capital Markets, Governance, M&A experience, Litigation, IPO, Mergers & Acquisitions, Mediation, Legal Advice, Civil Litigation, Arbitration, Commercial Litigation, Strategy, Legal Writing, Employment Law, Intellectual Property, Licensing, Securities Litigation, Securities, Contract Negotiation, Legal Research
Education
Harvard Business School, Advanced Management Program 2008 — 2008
Advanced management program, Business
Queen's University, Faculty of Law 1987 — 1990
LL.B., Law
University of Regina 1983 — 1986
Securities regulators
Directors & Officers exam
Blue Heron Consulting August 2005 - Present
Ontario Ministry of Health and Long-Term Care January 2015 - March 2015
Community Youth and Social Services Cluster June 2013 - June 2014
Ministry of Transportation 2012 - 2013
Ontario Ministry of Agriculture, Food and Rural Affairs January 2012 - May 2012
Ontario Ministry of the Environment January 2011 - October 2011
BMO Financial Group October 2010 - January 2011
Ontario Ministry of the Environment January 2009 - March 2010
Ontario Ministry of the Environment June 2008 - August 2008
OACCAC August 2006 - November 2007
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Visio, PMP, Quality Assurance, Access, Business Requirements, Testing, MS Project, Databases, Software Documentation, Test Cases, Project Management, User Acceptance Testing, Business Process, Business Intelligence, Data Warehousing, Integration, UML, Business Process..., Change Management, Quality Center, Scrum, Team Leadership, Analysis, CRM, SQL, Leadership, Gap Analysis, RUP, Systems Analysis, Software Project..., Microsoft Project, Public Speaking
Education
University of Pennsylvania 1992 — 1997
B.A., Computer Science; Psychology
Information Technology Institute
BMO Harris Bank March 2013 - Present
BMO Financial Group September 2011 - February 2013
M&I Marshall and Ilsley Corp December 1999 - September 2011
M&I Data Services December 1992 - November 1999
Wells Fargo 1989 - 1992
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Business Analysis, Change Management, SQL, Accounting, SAS programming, Hyperion Enterprise, Essbase, VBA, Business Objects, Crystal Reports, Mainframe, Access, International, Microsoft SQL Server, Process Improvement, Business Intelligence, Internal Audit, Internal Controls, Data Analysis, Credit Risk, Visio, Financial Modeling, Auditing, Market Risk, Loans, Enterprise Risk..., Finance, Forecasting, Financial Risk, Treasury Management, Credit, Commercial Banking, Basel II, Leadership, Analysis, Financial Reporting, Portfolio Management, Lotus Notes, Sarbanes-Oxley Act, Cash Management
Education
UW-Milwaukee 1999 — 2002
Master of Science (MS), International Business
UW-Milwaukee 1993 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Kent 1995 — 1996
Study Abroad, International Finance and Economics
BMO Financial Group October 2014 - Present
CEDA December 2013 - April 2014
GoHealth September 2013 - November 2013
AIT Worldwide Logistics April 2013 - June 2013
Zale November 2012 - January 2013
Dillards June 2011 - April 2012
Foot Locker, Inc June 2007 - August 2008
Black Business Students Association November 2006 - August 2007
University of Illinois June 2005 - August 2005
Skills
Loan Servicing, Livelink, Customer Support, TPX, Finance, Visual Merchandising, Store Management, Retail, Store Operations, Merchandising, Sales, Health Insurance, Life Insurance, Logistics, AS400 system, Loss Prevention, Assortment, Window Displays
Education
University of Missouri-Columbia 2006 — 2012
Bachelor's degree, Finance, 2.7
University of Missouri-Columbia 2006 — 2012
Bachelor's degree, Economics, 2.7
WestJet September 2013 - Present
Allstate November 2011 - September 2012
Olympia Trust Company August 2005 - April 2010
BMO Financial Group November 2000 - August 2005
Skills
Insurance, Investments, Credit, Mortgage Lending, Accounting, Loans, Teamwork, Brokers, Risk Management, Strategic Financial..., Financial Analysis, Real Estate, Mutual Funds, Customer Service, Training, Analysis, Retirement Planning, Portfolio Management, New Business Development, Finance, Asset Management, Financial Risk, Banking, Account Management, Financial Modeling, Leadership, Sales, Marketing, Business Development, Business Planning, Call Centers, Financial Services, Investment Advisory, Life Insurance, Negotiation, Relationship Management, Sales Management, Strategic Planning, Team Building, Team Leadership
Education
University of Manitoba 1990 — 1995
B. Comm., Mgmt of Organizations
BMO Financial Group October 2014 - Present
BMO Financial Group October 2013 - October 2014
Maria Krajewska Consultor,Inc- Immigration Law Office December 2012 - October 2013
HomeTrust Bank June 2009 - June 2012
Beverly-Hanks & Associates 2004 - 2012
MGKC, Inc 2004 - 2012
HomeTrust Bank December 2007 - May 2009
The Grove Park Inn Resort & Spa 2000 - 2004
Skills
Real Estate, Investment Properties, Banking, Mortgage Lending, Canadian Immigration Law, Office Management, Customer Satisfaction, Ethical Leadership, Communicative Skills, Dependable Team Player, Self-starter, Loans, Credit, Commercial Banking, Commercial Lending, Customer Service, FHA, Loan Origination, Credit Risk, First Time Home Buyers, Portfolio Management, Mortgage Banking, Refinance, REO, Real Property, Real Estate Transactions, Condos
Education
Access Employment, Toronto 2012 — 2012
certificate
Uniwersytet Łódzki 1993 — 1999
M.A.
BMO Financial Group May 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, Sales
Education
University of North Carolina at Charlotte 2000 — 2002
Master's Degree, Data Modeling/Warehousing and Database Administration
Burgundy Asset Management August 2013 - Present
Burgundy Asset Management July 2012 - August 2013
RBC Investor Services April 2011 - July 2012
BMO Financial Group May 2008 - April 2011
Skills
Marketing, Asset Management, Investments, Equities
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Telfer School of Management, B.Comm,, Finance
Uppsala University 2009 — 2009
Global Strategy
CFA Institute
Chartered Financial Analyst
Scarlett Heights Entrepreneurial Academy 2001 — 2005
Waterstone Mortgage Corporation October 2013 - Present
BMO Financial Group January 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Teamwork, Analysis, Team Leadership, Marketing, Credit
Education
Milwaukee Lutheran High School 2004 — 2008
Port Washington
University of South Carolina-Aiken
BMO Branch Manager January 2014 - Present
BMO bank of Montreal December 2013 - Present
BMO Financial Group December 2010 - August 2013
In the know November 2009 - December 2010
Assiniboine Credit Union June 2007 - September 2009
CUETS 2006 - 2007
RBC 1998 - 2006
angus reid 1996 - 1998
Woolco Foods Inc. 1982 - 1984
Skills
Sales, Mortgage Lending, Real Estate, Strategic Planning, Financial Services, Loans, Marketing, Banking, Leadership, Market Research, Credit, Mortgage Marketing, Management, Customer Service, Investments, Relationship Management, Residential Mortgages, Risk Management, Retail Banking, Sales Management, Credit Analysis, Refinance
Education
University of Phoenix 2007 — 2009
Masters, Management
Wilfrid Laurier University 1993 — 1996
BA, Political Science
The Auto Club Group July 2012 - Present
Blue Cross Blue Shield of Michigan (BCBSM) June 2005 - July 2012
AAA Life Insurance Company October 2003 - July 2005
Forest Health Services (Barix) 2002 - 2004
EDS, an HP Company July 1998 - February 2001
BMO Financial Group July 1984 - June 1998
Price Waterhouse April 1981 - June 1984
Harvey Tator, CA 1976 - 1980
Skills
Healthcare, SOX, Audit, Auditing, IT Audit, Internal Controls, Compliance, Risk, Insurance, Internal Audit, Risk Assessment, Process Improvement, CISA, Business Process, Assurance, Security, SAS70, Business Process..., Excel, Compliance Audits, Sarbanes-Oxley, SDLC, Change Management, COSO, SOX 404, Financial Audits, COBIT, SSAE 16, Information Security, Business Continuity, Sarbanes-Oxley Act, Financial Risk, Quality Auditing, PeopleSoft, Information Technology, Governance, Disaster Recovery, Analysis, Managerial Finance, Microsoft Excel, Finance, Risk Management, Integration, PMO, General Ledger, Enterprise Risk..., Information Security..., ITGC
Education
CISA 1998 — 1998
CISA, Information Systems Auditor, 90%
Certified Public Accountant, USA 1998 — 1998
CPA, Accounting, 92/100
Institute of Chartered Professional Accountants of Ontario 1978 — 1980
Chartered Professional Accountant, Accounting, Audit & Tax, 359/400
York University 1978 — 1980
BBA, Adminsitrative Studies
University of Mumbai 1973 — 1977
B. Com., Accounting
BMO Financial Group September 2014 - Present
University of Toronto Alumni Association June 2014 - Present
Qapia Lima January 2011 - Present
BMO Financial Group August 2013 - August 2014
RBC Capital Markets July 2010 - August 2013
Centre for Management of Technology & Entrepreneurship September 2009 - April 2010
University of Toronto January 2009 - January 2010
Bank of Montreal May 2008 - September 2009
University of Toronto May 2007 - October 2007
Skills
Agile, Process Mapping, Product Requirements, Requirements Analysis, Business Analysis, Data Analysis, Access, Excel, SQL, Operations Research, Process Engineering, Visio, HTML, PowerPoint, Matlab, Problem Solving, Microsoft Office, Word, Research, Java, Team Leadership, Process Improvement, Analysis, English, Teamwork, Business Strategy, French, Cross-functional Team..., Project Management, MS Project, Event Planning, Event Management, Entrepreneurship, Microsoft Word, Microsoft Excel, SDLC, Project Planning, VBA, Business Intelligence, Software Project..., Microsoft Project
Education
University of Oxford - Said Business School 2015 — 2016
Master of Business Administration (MBA)
University of Toronto 2005 — 2010
Industrial - Systems Engineering, Information Systems
Markham College 1994 — 2003
Colegio Magister 1990 — 2000
Bank of Montreal January 2014 - Present
BMO Financial Group May 2012 - Present
Skills
Stata, Economics, Research, Policy, GIS, Statistics, Qualitative Research, Data Analysis, Economic Development, Quantitative Research, Mathematical Modeling, Matlab, Research Design, Policy Analysis, Numerical Analysis, Analysis, Analytics, SAS, Management, SPSS
Education
University of Saskatchewan
Doctor of Philosophy (PhD)
Norwegian University of Life Sciences
M.Sc.
University of Asmara
B.A.
Laughlin Constable September 2015 - Present
BMO Retirement Services April 2013 - September 2015
BMO Financial Group December 2011 - March 2013
Jane McDonald 2006 - 2013
Metavante (M&I Corporation) February 1995 - June 2006
Metavante Corporation 1994 - 2006
Community Memorial Hospital January 1991 - January 1995
Marshall & Ilsley Trust Company 1994 - 1995
Banc One Wisconsin Corporation January 1987 - January 1991
Skills
Writing, Newsletters, Marketing Communications, Editing, Proofreading, Brochures, Direct Mail, Publications, Copy Editing, Copywriting, Press Releases, Corporate Communications, Strategic Communications, Internal Communications, Advertising, Email Marketing, SEO, Project Management, Web Content, White Papers, Creative Direction, Marketing Copy, Integrated Marketing, Marketing, Publishing, Feature Articles, Content Development, Thought Leadership, Creative Writing, Marketing Strategy, Communications Planning, Branding, Content Management, Brand Management, Market Research, Content Strategy, Editorial, Brand Awareness, Digital Marketing, Online Marketing, Website Development
Education
University of Wisconsin-Milwaukee 1981 — 1986
Bachelor of Fine Arts (BFA) with honors, Visual Communications
University of London 1983 — 1983
English
Montblanc Investment Corporation RecruiterIron Horse SecurityFebruary 2010 - Present
Crystal Granite & Stones July 2004 - Present
BMO Financial Group July 1999 - June 2009
Education
University of Mumbai 1964 — 1969
BSc, Physics and Math
TD 2013 - Present
ING DIRECT Canada 2012 - 2013
Capital One Bank 2010 - 2012
Labatt Breweries of Canada 2007 - 2010
Labatt Breweries of Canada 2006 - 2008
Hudson's Bay Company 2005 - 2006
Hudson's Bay Company 2004 - 2005
BMO Financial Group 2003 - 2004
Skills
Budget Analysis, Pricing, Process Improvement, Finance, Leadership, Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., People Development, Team Leadership, Project Management, Revenue Modeling, Revenue Management, Strategic Planning, Business Planning, Capital Structure, Behavioral Interviewing, SEC filings, OFSI Filings, OCC Filings, Management discussion..., Long Term Business..., P&L Forecasting, P&L Planning, BASEL, Presentation Coaching, Presentations, Communication Skills, Budgets, Pricing Strategy, Project Planning, Management, Sales, Portfolio Management, Time Management, Supply Chain, Financial Risk, Competitive Analysis, Executive Management, Six Sigma, Analytics, Managerial Finance, P&L, Cross-functional Team..., Risk Management, Business Process..., Business Analysis, Corporate Finance
Education
CMA Ontario 2006 — 2009
CMA, Management Accounting
University of Ottawa / Université d'Ottawa 1999 — 2003
B. Comm, Finance and Statistical Analysis
KV Capital Inc. August 2013 - Present
HSBC November 2011 - November 2012
BMO Financial Group February 2005 - April 2010
Skills
Mortgage Lending, Credit, Selling, Commercial Mortgages, Investments, Customer Service, Project Planning, Strategic Planning, Banking, Residential Mortgages, Refinance, CRM, Loans, First Time Home Buyers, Negotiation, Credit Analysis, Risk Management, Relationship Management, Debt Consolidation, Certified Mortgage..., Business Planning, Retail Banking, Business Strategy, Referrals, Residential Homes, Foreclosures, Relocation, Condos
Education
University of Manitoba 1990 — 1994
Bachelor's degree, Economics / Politics
TSYS 1996 - Present
BMO Financial Group 2011 - 2011
Skills
Consulting, Project Management, Project Analysis, Quality Assurance, Business Analysis, Travel Agency, Research
Education
University of Phoenix 2004 — 2006
MBA, Technology Management, 3.47
DeVry University 1999 — 2001
Bachelors, Computer Science, 3.55
BMO Financial Group August 2014 - Present
Fifth Third Bank 2010 - August 2014
Plante Moran Financial Advisors 2005 - 2009
Morgan Stanley Smith Barney 2003 - 2005
KPMG US 2000 - 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Wealth Management..., Investment Strategies, Estate Planning, Uniform Combined State..., 401k, High Net Worth..., Retirement, Trust Services, IRAs, Series 63, Mutual Funds, Investments, Investment Management, Alternative Investments, Portfolio Management, Financial Planners, Asset Management, Fixed Annuities, Wealth, Series 6, Life Insurance, Long-term Care, Separately Managed..., Private Banking, Relationship Management, Trusts, Tax, Series 65, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Banking, Estate Tax Planning, Risk Management, Financial Services, Securities, Financial Advisory, Finance, Strategic Financial..., Variable Annuities
Education
University of Louisville 1990 — 1993
Bachelor of Business Administration (BBA), Accounting
Saint xavier highschool 1983 — 1987
BMO Financial Group 2008 - Present
St. Joseph's College 2012 - 2014
Bank of Montreal 1990 - 2008
Skills
Financial Analysis, Leadership, Strategy, Business Development, Portfolio Management
Education
University of Notre Dame 1973 — 1977
Bachelor of Business Administration (BBA), Finance
Scotiabank May 2009 - Present
Scotiabank October 2005 - May 2009
Scotiabank September 2001 - May 2005
Scotiabank June 1997 - August 2001
BMO Financial Group January 1996 - May 1997
SABAS Approtech Projects Limited October 1990 - December 1995
Usha International April 1987 - July 1990
Shree Pipes Limited October 1984 - March 1987
Skills
Credit, Banking, Retail Banking, Risk Management, Sales Management, Management, Credit Risk, Mortgage Lending, Financial Analysis, Financial Risk, Relationship Management, Business Strategy, Credit Analysis, Team Management, Business Development
Education
R.A Podar Institute of Management, University of Rajastahan 1982 — 1984
Master of Business Administration (MBA), Finance/Marketing
University of Rajasthan 1980 — 1982
Master of Arts (M.A.), Economics
University of Rajasthan 1977 — 1980
Bachelor of Arts (B.A.), Economics/English Literature
BMO Bank of Montreal - BC & Yukon Division April 2014 - Present
BMO Financial Group October 1998 - March 2014
Daishowa-Marubeni International Ltd. 1996 - 1998
Maclean Hunter 1991 - 1996
Skills
Travel Writing, Editing, Event Management, Philanthropy, Donations, Corporate Communications, Charitable Gift Planning, Public Relations
Education
University of Regina
Bachelor of Arts, English Major
BMO Financial Group August 2014 - Present
BMO Financial Group February 2012 - July 2014
Vivreau October 2010 - February 2012
Slow Food Toronto December 2010 - August 2011
Local Food Plus July 2008 - October 2010
Custom Cuisine of Toronto November 2006 - July 2008
Truestar Health August 2003 - November 2006
Various Restaurants and Caterers July 2000 - August 2003
Relational Solutions Inc. July 1999 - July 2000
Maritime Information Technology April 1997 - July 1999
Skills
Banking, Investments, Consumer Lending, Sales, Business Development, Online Marketing, Food & Beverage, Small Business, Online Advertising, Email Marketing, Retail Banking, Social Marketing, Commercial Banking, Business Operations..., Small Business Lending, Mortgage Lending, Health and Wellness
Education
University of New Brunswick 1991 — 1997
Bachelor of Business Administration (B.B.A.)
BMO Financial Group February 2010 - Present
Bank of China International July 2006 - May 2009
Haitong Securities January 2005 - June 2006
Haitong Securities June 2003 - January 2005
Skills
Portfolio Management, Risk Management, Derivatives, Investment Strategies, Bonds, Financial Engineering, Chartered Financial..., Equities, Bloomberg, Fixed Income
Education
CFA Institute 2004 — 2006
CFA
York University 2000 — 2002
M.A., Statistics
University of Science and Technology of China 1995 — 1999
B.Sc., Finance
Rogers Communications March 2011 - Present
BMO Financial Group 2009 - 2011
BLJC November 2001 - October 2009
CBRE 2005 - 2006
Oxford Development Group 1996 - 2000
Skills
Corporate Real Estate, Leases, Real Estate, Lease Administration, Contract Negotiation, Disposition, Asset Managment, Real Estate Transactions, Lease Negotiations, Commercial Real Estate
Education
University of Kentucky
BA, Communications
BMO Financial Group June 2014 - Present
Bank of Montreal June 2011 - June 2014
Polaris Software Lab Canada Inc December 2006 - December 2011
TD Bank Group 2009 - 2011
Verinon Technology Solutions April 2005 - November 2006
ReadyTestGo February 2004 - April 2005
Netvision CyberTech June 2002 - February 2004
Skills
Performance Testing, Performance Test..., Quality Assurance, Test Management, Quality Center, Performence Center, Performance Modelling, Application Workload..., Capacity Planning, Applicatio Performance..., Application Performance..., Performance Center Of..., Test Strategy, Performance Tuning, Test Automation, SOA, Requirements Analysis, Weblogic, Business Analysis, Websphere, Testing, Manual Testing, SDLC, DB2, LoadRunner, Performance Engineering, QTP, IT Service Management, Test Planning, Software Project..., Agile Methodologies, Software Quality..., System Testing, Unix, Regression Testing, PL/SQL, Test Cases, Oracle, Scrum, Enterprise Software, HP QTP
Education
University of Madras 1999 — 2002
Engineering, Computer Science
Vijnana Vihara Residential School 1989 — 1994
TD Securities May 2015 - Present
BMO Financial Group March 2014 - March 2015
Geisecke and Devrient October 2010 - December 2013
IBM April 2010 - October 2010
TELUS April 2008 - March 2010
Canadian Tire Financial Services February 2008 - April 2008
CIBC May 2007 - December 2007
Siemens August 2006 - May 2007
Canadian Institute of Health Information (Statistic Canada) March 1999 - August 2006
Skills
Integration, Architecture, Oracle, Java Enterprise Edition, EAI, J2EE Application..., Management, Vendor Management, Enterprise Architecture, SDLC, Requirements Analysis, Agile Methodologies, SOA, Solution Architecture, Hibernate
Education
University of Liverpool 2011 — 2013
MBA, Leadership
University of Mumbai 1990 — 1995
Bachelor of Science (B.Sc), Physics and Computer Science
U.S. Bank July 2015 - Present
BMO Financial Group December 2013 - June 2015
Royal Bank of Canada 2011 - October 2013
RBC 2008 - 2010
RBC 2005 - 2009
China Banking Corporation 1996 - 2003
Skills
AML, Economic Sanctions, KYC, Processes Development, Procedure Development, Investigation, Suspicious Activity..., Risk Analysis, Fraud, Due Diligence, Banking, Financial Services
Education
University of Toronto
Risk Management
University of the Philippines 2002 — 2004
Diploma, Labor and Industrial Relations
University of Santo Tomas 1992 — 1996
Bachelor's degree, Business Administration
BMO Financial Group June 2014 - Present
J.P. Morgan Asset Management 2013 - June 2014
White, Weld & Co. 2012 - 2012
Guggenheim Partners 2010 - 2012
Golf Professional 2007 - 2009
Skills
Investment Management, Private Banking, Business Development, Strategic Financial..., Investment Advisory, Asset Based Lending, Retirement Planning, Securities Lending, Alternative Investments, Retirement Plan..., Hedge Funds, New Business Development, Separately Managed..., Personal Financial..., Fund Of Funds, Client Services, Asset Allocation, Portfolio Management, Asset Management, Investments, Banking, Mortgage Lending, retirement, Series 7, Commercial Banking, Investment Strategies, Loans, Home Equity Loans, Loan Origination, Mortgage Banking, Series 63, Financial Planning
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Kinesiology, Psychology
BMO Financial Group December 2012 - Present
BMO InvestorLine December 2010 - December 2012
BMO InvestorLine 2007 - 2010
AKDN 2009 - 2009
BMO InvestorLine 2005 - 2007
Royal Bank February 2005 - September 2005
RBC Financial, Action Direct 1998 - 2001
Fortune Financial 1998 - 1998
Skills
Investments, Securities, Derivatives, Business Development, Relationship Management, Portfolio Management, Territory Management, Public Speaking, Event Management, Wealth Management, Business Planning, Sales Force Development, Banking, Competitive Analysis, Equities, Finance, Financial Services, Management, Leadership, Mutual Funds, Risk Management
Education
York University
BA, Psychology/Economics
University of Phoenix 2003 — 2005
MBA
Deloitte September 2015 - Present
Student Athlete Services- University of Oregon March 2015 - June 2015
University of Oregon September 2014 - March 2015
Garmatex Technologies October 2013 - September 2014
Accu-Cut Laser Inc December 2008 - October 2013
Kwantlen Polytechnic University September 2012 - May 2013
Bean Around The World June 2010 - April 2012
Raincoast Book Distribution Ltd. February 2006 - October 2008
BMO Financial Group February 2005 - November 2006
Costco Wholesale May 2004 - August 2005
Skills
Accounting, Manufacturing, Managerial Experience, Logistics, Team Management, Team Leadership, ERP, MS Project, IFRS, GreatPlains, Microsoft Office, Management, Business Strategy, Teamwork, Analysis, Marketing, Time Management, Process Improvement, Accounts Payable, Sage, Financial Reporting, Financial Analysis, Leadership, Microsoft Excel, Financial Accounting, Educational Leadership, Leadership Development, Customer Service
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2015
Master of Accounting, Accounting and Business/Management, 3.90
Kwantlen Polytechnic University 2010 — 2013
BBA, Accounting, 3.65
JN Burnett
Equitable Life January 2015 - Present
Equitable Life 2013 - December 2014
BMO Financial Group 2010 - 2013
Manulife Financial 2009 - 2010
GGY Inc. 2006 - 2009
Skills
Programming, Actuarial Science, Enterprise Risk..., VBA, Data Analysis, Risk Management, Financial Modeling, Actuaries, Financial Risk, Reinsurance, Insurance, Life Insurance, Finance, Investments, ALM, Pricing, Management, Valuation
Education
University of Oxford 2002 — 2006
MMath, Mathematics and Statistics
Univeristy of Oxford
MMATH, Mathematics and Statistics
BMO Financial Group January 2015 - Present
Citi April 2014 - January 2015
GE Capital April 2012 - April 2014
Treasury Strategies, Inc. February 2010 - April 2012
MB Financial Bank November 2009 - January 2010
Corus Bank July 2008 - October 2009
Skills
Microsoft Excel, Microsoft Office, Visual Basic, Treasury Management, Program Management, Banking, Treasury, Data Analysis, Analysis, Management, Process Improvement, Strategy, Credit, Forecasting, Risk Management, Analytics
Education
University of Michigan 2005 — 2008
BA, Economics, Political Science
Desjardins May 2010 - Present
BMO Financial Group 2004 - 2009
BMO Financial Group 1998 - 2004
Bank of Montreal 1993 - 1998
Bazin, Dumas, Dupré, Sormany, Communicateurs conseils 1989 - 1993
Skills
Internal Communications, Strategic Communications, Public Relations, Marketing Communications, Media Relations, Social Media, French, Event Management, Press Releases, Event Planning, Editing, Strategic Planning, Communications Planning, Social Media Marketing, Marketing Strategy, Marketing, Copy Editing, Crisis Communications, Journalism, Relations publiques
Education
Université d'Ottawa 1980 — 1983
BAC ès arts, Communications
BMO Financial Group September 2015 - Present
Currency Exchange International October 2014 - July 2015
Currency Exchange International December 2013 - October 2014
Future Shop May 2012 - December 2013
The Bhutan Canada Foundation 2013 - 2013
HRSDC January 2012 - May 2012
Ottawa New Edinburgh Club 2012 - 2012
Skills
Report Writing, Community Outreach, Data Entry, Research, Customer Service, Public Administration, Community Engagement, Microsoft Office, Time Management, Non-profits, Event Planning, Teamwork, Press Releases, Social Media, Event Management, Strategic Communications, Media Relations, Public Relations, Community Development, Editing, Management, Public Policy, Nonprofits
Education
Humber Business School 2012 — 2013
Ontario Graduate Certificate, Public Administration
University of Ottawa / Université d'Ottawa 2008 — 2012
Joint Honours Bachelor of Social Sciences, Geography and Sociology
Wellington Heights Secondary School
BMO Financial Group September 2015 - Present
Royal Bank of Canada June 2012 - September 2015
Norton Rose Canada LLP June 2011 - June 2012
Ogilvy Renault LLP 2009 - June 2011
Ogilvy Renault LLP July 2008 - May 2009
Toronto Community Housing July 2008 - October 2008
Ogilvy Renault LLP May 2007 - August 2007
Department of Justice January 2007 - May 2007
Psion Teklogix 2002 - 2005
Skills
Commercial Litigation, Civil Litigation, Legal Research, Litigation, Dispute Resolution, Class Actions, Courts, Product Liability, Construction Law, Fraud, Legal Writing, Corporate Law, Legal Advice, Securities, Corporate Governance, Securities Litigation, Privacy Law, Securities Regulation, Arbitration
Education
University of Ottawa / Université d'Ottawa 2005 — 2008
LL.B, Common Law
University of Toronto - Victoria University 2001 — 2005
Hon. B.A., Specialist, Peace & Conflict Studies, History, and French
LabCorp March 2010 - Present
LabCorp March 2010 - December 2012
BMO Financial Group May 2007 - February 2010
DSW March 2007 - May 2007
Chase November 2004 - March 2007
Skills
Data Entry, Microsoft Word, Microsoft Excel, Outlook
Education
University of Phoenix 2007 — 2007
Business Administration and Management, General
Media Makeup Academy
Certified Makeup Artist, Permanent Cosmetics/Makeup and Tattooing
BMO Financial Group June 2014 - Present
Milwaukee Baseball Academy October 2013 - October 2014
Milwaukee Brewers Baseball Club June 2013 - May 2014
Skills
Athletic Training, Athletics, Baseball, Customer Service, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Scouting, Sponsorship, Sports Coaching, Sports Management, Sports Marketing, Ticket Sales, Time Management, Impromptu Speaking, Social Media, Sports
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), (Finance)
BMO Financial Group June 2011 - Present
Towers Watson 2006 - June 2011
Koskie Minsky LLP 2002 - 2005
Koskie Minsky LLP 2000 - 2002
Skills
Pensions, Employee Benefits, Employment Law, Legal Writing, Privacy Law, Deferred Compensation, Legal Research, Research, Pension Funds, Mergers & Acquisitions, Tax, Executive Pay, Mergers, corporate secretary, Legal Advice, Corporate Governance, Corporate Law, Investments, Management, Human Resources, Financial Services
Education
York University - Osgoode Hall Law School 1997 — 2000
LL.B., law
University of Manitoba
Bachelor of Education (B.Ed.)
University of Minnesota-Twin Cities
M.A.
Capital One July 2015 - Present
BMO Financial Group May 2014 - June 2015
RBC May 2010 - May 2012
Skills
Lean Six Sigma, Process Improvement, Registered Investment..., Credit Cards, Mortgage Lending, Line of Credit, Team Leadership, Business Analysis, Microsoft Office, Financial Services
Education
University of Ontario Institute of Technology 2005 — 2010
Bachelor of Science (B.Sc.), Biological Science and Management
Habitat for Humanity of Greater Bangor June 2014 - Present
BMO Financial Group January 2007 - March 2013
Prudential Equity Group/Vector Securities January 1998 - June 2007
Nesbitt Burns Securities, Inc January 1997 - January 1998
Fox-Pitt Kelton, Inc January 1993 - January 1997
Empire Blue Cross and Blue Shield January 1992 - January 1993
MetLife January 1988 - January 1992
UNUM Life Insurance Company January 1982 - January 1988
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Management, Microsoft Office, Asset Management, Strategy, Analysis, Hedge Funds, Bloomberg
Education
University of Maine School of Law 1979 — 1981
Doctor of Law (J.D.), Health Law
University of Southern Maine 1977 — 1978
B.A, Philosophy, Healthcare Ethics
Vidéotron June 2015 - Present
BMO Financial Group February 2015 - June 2015
Banque Nationale June 2013 - January 2015
Banque Nationale December 2012 - June 2013
TMP Worldwide November 2011 - November 2012
Voxco May 2011 - November 2011
Invacare Canada January 2010 - June 2011
Workopolis January 2008 - January 2010
ADP 2006 - 2008
Compugen 2005 - 2005
Skills
Talent Acquisition, Sales, Recruitment Advertising, Customer Satisfaction, Digital Media, Recrutement, Ressources humaines, Coaching
Education
Université d'Ottawa 1995 — 1998
Baccalauréat, Art
CGI June 2015 - Present
CGI February 2015 - Present
Apple September 2010 - February 2015
BMO Financial Group June 2014 - August 2014
Top Tutoring December 2009 - August 2010
Forum Research March 2007 - September 2009
Skills
Retail, Leadership, Financial Analysis, Customer Service, Financial Modeling, Business Analysis, Microsoft Office, Business Strategy, Customer Experience, Data Analysis, SQL, Reuters 3000, Bloomberg Terminal, Microsoft Excel, VBA, Sales, Finance, Forecasting, Inventory Management, Public Speaking, Employee Training, Store Management, Market Research, Driving Results, Team Building, Analytical Skills, Teamwork, Merchandising, Visual Merchandising, Stock valuation, Team Management, Time Management, Loss Prevention, Inventory Control, Critical Thinking, Account Management, Accounting, Risk Management, Data Management, Research, Project Management, Strategic Planning, Analysis, Management, Team Leadership, Training, Customer Satisfaction, Presentations
Education
University of Ontario Institute of Technology 2010 — 2014
Bachelor of Commerce (B.Com.), Finance
David and Mary Thomson Collegiate Institute 2005 — 2008
High School, Business and Social Skills
BMO Financial Group May 2015 - Present
Collège La Cité September 2013 - Present
CIBC February 2014 - April 2015
National Bank of Canada October 2012 - February 2014
uOttawa September 2010 - December 2012
RBC February 2012 - September 2012
Skills
Retail Banking, Credit Analysis, Mutual Funds, Commercial Banking, Higher Education, Customer Service, Management, Small Business, Public Speaking, Teamwork, Leadership, Sales, Team Leadership, Time Management, Microsoft Office, Banking, Finance, Credit, Investments, Portfolio Management, Mortgage Lending, Loans
Education
Financial Planning Standards Council 2013 — 2016
Certified Financial Planner (in progress)
Canadian Securities Institute (CSI) 2012 — 2013
Certificate in Financial Services Advice (CFSA) and Branch Compliance Officer (BCO)
University of Ottawa / Université d'Ottawa 2010 — 2012
B.Com., Major in Finance
University of Ottawa / Université d'Ottawa 2006 — 2010
B.Com., Major in Management
Makosi Consulting November 2014 - Present
American Express June 2014 - November 2014
TD October 2013 - February 2014
RBC Capital Markets August 2012 - July 2013
TD Securities October 2010 - August 2012
Deloitte October 2009 - October 2010
BMO Financial Group February 2009 - August 2009
Thomas Weisel Partners July 2007 - October 2008
BMO Financial Group September 2006 - April 2007
Merrill Lynch Canada June 1998 - December 2004
Skills
Capital Markets, Financial Analysis, Derivatives, SDLC, Risk Management, Equities, Portfolio Management, Trading, FX Options, Business Analysis, JIRA, Agile Project Management, Banking, Market Risk, Requirements Gathering, Business Process, Options
Education
York University - Schulich School of Business 2005 — 2006
MBA, Financial Engineering
University of Ottawa 1992 — 1997
Bachelors, Economics Math
BMO February 2013 - Present
Training Pirates 2008 - September 2014
Bank of Montreal July 2011 - February 2013
Bank of Montreal July 2010 - June 2011
Bank of Montreal March 2008 - July 2010
BMO Financial Group March 2008 - January 2009
InsightU April 2004 - February 2008
Seneca College January 1995 - April 2004
Skills
learning technology, integrated learning..., social media learning, Curriculum Development, Instructional Design, E-learning, Educational Technology, Curriculum Design, Blended Learning, Social Learning, Distance Learning, Adult Education, Instructional Technology, Blended Learning..., E-learning Development, Learning Management, E-Learning, Leadership Development, Training, Leadership, CRM, Instructor-led Training, Employee Training, Program Management, SnagIt, Project Planning, Technical Writing, Organizational..., ADDIE, Needs Analysis, Captivate, Staff Development, Learning Management..., Workshop Facilitation
Education
University of Phoenix 2003 — 2005
Masters, Education, Adult Distance Learning
University of Toronto - New College 1989 — 1993
BA, Anthropology
BMO Financial Group December 2012 - Present
SS&C GlobeOp January 2011 - August 2012
Birla Sun Life Insurance June 2010 - July 2010
Skills
Hedge Funds, Fixed Income, Derivatives, Capital Markets, Bloomberg, Securities, Middle Office, Account Reconciliation, Trading, Fund Accounting, Equities, Banking
Education
Atharva College 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration
University of Mumbai 2005 — 2008
Bachelor of Commerce, Accounting and Finance
BMO Financial Group May 2014 - Present
College Music Committee August 2014 - May 2015
Sigma Sigma Sigma National Sorority January 2013 - January 2015
American Advertising Federation January 2012 - January 2015
Shopcade August 2013 - May 2014
Greeks Advocating the Mature Management of Alcohol (GAMMA) February 2012 - May 2014
Water Safety Patrol June 2008 - August 2013
Sigma Sigma Sigma National Sorority September 2012 - December 2012
J.Crew November 2011 - December 2012
MizzouRec Services & Facilities April 2012 - August 2012
Skills
Social Media, Public Relations, Social Networking, Facebook, Twitter, Blogging, Leadership, Social Media Marketing, Press Releases, Marketing, Advertising, Customer Service, Public Speaking, Microsoft Office, Sales, Strategic Communications, Strategic Planning, Oral & Written..., Media Relations, Problem Solving, Writing, WordPress, Photoshop, Marketing Strategy, Marketing Communications, Event Planning, Tumblr, Blogger, Publicity, Audacity, Soundslides, Final Cut Pro, Volunteering
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Journalism, Strategic Communications/Business Minor
Libertyville High School 2007 — 2011
QBE Insurance August 2012 - Present
BMO Financial Group November 2010 - August 2012
SHOPBOP August 2008 - November 2009
Skills
Security, Analysis, Access, Information Security, Computer Security, Risk Management, Business Analysis, Customer Service, Software Documentation, System Administration, Access Management, Application Security
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Minor, Business Administration and Management, General
University of Minnesota-Twin Cities 2004 — 2008
Bachelor of Science (BS), Merchandising and Buying Operations
BMO Financial Group December 2014 - Present
Waterstone Human Capital 2012 - 2014
Peel Regional Police Ass. 2011 - 2012
BeneFACT Consulting Group Inc. 2010 - 2011
Ontario Power Generation January 2009 - June 2010
Skills
Employment Law, Litigation, Employee Relations, Employment Legislation, HR Policies, Employment Law..., Human Rights, Human Resources, Contract Law, Executive Search, HR Consulting, Recruiting, Management Consulting, Talent Acquisition, Employment Contracts, Organizational..., Succession Planning, Alternative Dispute..., Legal Advice, Mediation, Labor Relations, Arbitration, Leadership, Collective Bargaining, Legal Compliance, Privacy Law, Temporary Placement, Restructuring, Corporate Governance, Dispute Resolution, Consulting, Administrative Law, Corporate Law, Management, Strategy, Strategic Planning, Negotiation
Education
University of Windsor 2001 — 2004
LL.B., Law
University of Ottawa / Université d'Ottawa 1998 — 2001
Bachelor of Science (B.Sc.)
VRH Consulting June 2014 - Present
SunTrust Bank October 2013 - May 2014
Scotiabank September 2009 - January 2013
BMO Financial Group April 2005 - August 2009
Skills
Credit Analysis, Risk Management, Building Relationships, Customer Service, Financial Analysis, Problem Solving, Financial Advisory, Cross Selling, Communication, Credit Risk, Credit Management, Teamwork, Team-oriented, Peer Mentoring, Portfolio Management, Business Strategy
Education
University of Phoenix 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Ottawa / Université d'Ottawa 2007 — 2008
Bachelor of Commerce (B.Com.), Business Administration and Management, General
University of Ottawa / Université d'Ottawa 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Indian School of Muscat
Indian School of Muscat
BMO Financial Group August 2008 - Present
ABN AMRO Bank November 2002 - March 2008
Agilent Technologies 1999 - 2002
Skills
AML, Operational Risk..., Banking, Risk Management, Financial Risk, Credit, Credit Risk, Relationship Management, Auditing, Securities, Team Leadership, Financial Analysis, Internal Audit, Business Analysis, Investments, Process Improvement, Change Management, Microsoft Excel, Retail Banking, KYC, Due Diligence, Enterprise Risk..., Risk Assessment, Operational Risk, Portfolio Management, Fraud, Internal Controls, Credit Cards, Credit Analysis, Anti Money Laundering
Education
Association for Certified Anti-Money Laundering Specialists
University of Mumbai 1994 — 1995
Diploma in Marketing Management, Marketing Management
University of Mumbai 1989 — 1994
Bachelors in Commerce, Accounts & Economics
BMO Financial Group April 2011 - Present
BPI FAMILY SAVINGS BANK December 1995 - March 2010
Skills
Retail Banking, Cross Selling, Deposits, Customer Service, Credit Cards, Accounting, Microsoft Excel, Microsoft Word, Branch Banking, Accounts Payable, Accounts Receivable, Teamwork
Education
University of Santo Tomas 1991 — 1995
BS ACCOUNTANCY, ACCOUNTING
MoneyGram International September 2014 - Present
BMO Financial Group March 2014 - September 2014
Western Union September 2013 - March 2014
Western Union July 2003 - September 2013
Mutual Fund, Security & Insurance Company September 1999 - June 2003
Skills
KYC, Certified Anti-Money..., Bank Secrecy Act, USA PATRIOT Act, AML, CAMS, Sanction, OFAC, Fraud, Anti Money Laundering, Operational Risk, Money Laundering, Financial Regulation, Compliance, Financial Risk, FCPA, Enterprise Risk..., Certified Fraud Examiner, Risk Management, Securities, Operational Risk..., Regulations, Debit Cards, Fraud Detection, FINRA, Internal Investigations, Investigation, Privacy Law, Financial Institutions, Corporate Governance, Securities Regulation, Payments, Legal Compliance, Due Diligence, Private Investigations, Financial Services, Anti-corruption, Money Transfers
Education
University of South Carolina-Columbia
Criminology
York University
Business Administration
BMO Financial Group October 2013 - Present
The Canadian Stage Company September 2009 - Present
Ontario Bar Association 1997 - Present
Stikeman Elliott LLP January 2004 - October 2013
The Advocates Society June 2009 - June 2013
YWCA Toronto May 2005 - September 2009
Stikeman Elliott LLP January 1997 - January 2004
Skills
Class Actions, Commercial Litigation, Dispute Resolution, Litigation, Civil Litigation, Securities Litigation, Securities Regulation, Legal Advice, Product Liability, Alternative Dispute..., Construction Law, Bankruptcy, Legal Research, Appeals, Cross-border..., Corporate Governance, Courts, Corporate Law, Securities, Arbitration, Mediation, Legal Writing, Privacy Law, Administrative Law, Competition Law, International..., Torts, Intellectual Property, Copyright Law, Joint Ventures, Trade Secrets, International Law, Trials, Insurance Law, Employment Law, Dispute
Education
University of Ottawa / Université d'Ottawa 1992 — 1995
LL.B., Law
University of Manitoba 1987 — 1991
B.A., Political science
Rotman Institute of Corporate Directors
Rotman Institute of Corporate Directors
Urbana University August 2014 - Present
BMO Financial Group May 2015 - August 2015
Maple Leaf Sports & Entertainment April 2014 - July 2014
York University August 2012 - July 2014
Vaughan Soccer Club August 2012 - July 2014
Kubota May 2013 - August 2013
CheapDormRoom.com October 2011 - September 2012
FC Edmonton June 2009 - June 2012
University of Louisville August 2005 - May 2009
Skills
Team Leadership, Community Relations, Youth Mentoring, Community Development, Sports, Sports Coaching, Time Management, Entrepreneurship, Customer Service, Coaching, Event Planning, Management, Leadership, Microsoft Office, Public Speaking, Sports Management, Team Building, Training, Sports Marketing
Education
Urbana University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Louisville 2005 — 2009
Bachelor of Science, Student-Athlete
White Oak Global Advisors, LLC January 2015 - Present
BMO Financial Group September 2012 - December 2014
PNC May 2011 - September 2012
Cypress Partners LLC April 2008 - May 2011
Morningstar June 2010 - August 2010
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Corporate Finance, Investments, Portfolio Management, Due Diligence, Investment Banking, Capital Markets, Private Equity
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance
BMO Financial Group October 2014 - Present
Durham College August 2014 - September 2014
Skills
Active Directory, Cisco Technologies, Windows Server, Technical Support, Microsoft Office, Outlook, TCP/IP, DHCP, DNS, Red Hat Linux, LAN, WAN, HTML, C++, Lotus Notes, VMware, Dameware, Wireshark, Packet Tracer, Ubuntu, EIGRP, OSPF, BGP, Dreamweaver, Photoshop
Education
University of Ontario Institute of Technology 2009 — 2014
Bachelor of Information Technology, Networkin and Information Technology Security
Dunbarton High School
Canada Networks Inc. January 2005 - Present
BMO Financial Group 2010 - 2010
IBM Canada Ltd. 2010 - 2010
OnX Enterprise Solutions 2008 - 2009
TELUS Communications December 2007 - June 2008
JTS 2006 - 2007
Science and Medicine Canada December 2005 - October 2006
Baxter Healthcare 2005 - 2006
Skills
Business Analysis, SDLC, PMP, WAN, Data Center, Networking, Routers, Project Portfolio..., Firewalls, Integration, Vendor Management, Virtualization, Telecommunications, Switches, PMO, Outsourcing, Infrastructure, ITIL, IT Operations, IT Management, IT Service Management, IT Strategy, Information Technology, Disaster Recovery, Enterprise Architecture, Solution Architecture, Project Delivery, Visio, Requirements Analysis, Project Management
Education
University of Massachusetts Lowell 2002 — 2003
Masters of Science, Transportation and Highway Engineering
University of Oklahoma 1993 — 1998
Bachelor's Degree, Bachelor of Science in Civil and Environmental Engineering
BMO Financial Group January 2015 - Present
Skills
Business Analysis, Software Project..., Product Management, Requirements Analysis, Product Strategy, Product Demonstration, System Architecture, Program Management, Business Development, Professional Services, XML, ASP.NET, Integration, .NET, Risk Management, Change Management, Financial Services, Agile Methodologies, Enterprise Software, Process Improvement, Web Services, Software Development, Business Intelligence, Requirements Gathering, Enterprise Architecture, IT Strategy
Education
I.T.I 1996 — 1997
Applied Information Technology, Application Development
University of New Brunswick 1992 — 1996
BBA, Accounting concentration
Prodigy Systems November 2012 - Present
TD Bank Group February 2011 - December 2012
BMO Financial Group May 2010 - November 2010
H&A eDiscovery August 2009 - March 2010
Ontario Ministry of Health August 2009 - March 2010
Hospitals of Ontario Pension Plan March 2007 - August 2008
TD Bank 2006 - 2007
Star Navigation Systems Group Ltd., 2002 - 2005
Education
University of New Brunswick 1990 — 1994
Bachelor of Computer Science, Software Systems
Bank of Montreal May 2015 - Present
Bank of Montreal March 2013 - May 2015
Bank of Montreal February 2011 - March 2013
Bank of Montreal September 2010 - February 2011
McKinsey & Company August 2008 - June 2010
BMO Financial Group 2007 - 2007
Los Alamos Laboratory 2002 - 2006
Skills
Strategy, Leadership, Consulting, Business Development, Project Management, Predictive Analytics, Product Management, Pricing Strategy, Analytics, Business Strategy, Financial Modeling, Management, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
University of Oxford 1998 — 2002
PhD, Physics
University of Oxford 1994 — 1998
MPhys, Physics
BMO Financial Group March 2006 - Present
IBM Global Business Services December 2002 - August 2005
IBM July 2000 - November 2002
Skills
Business Analysis, SDLC, Requirements Gathering, IT Strategy, Systems Analysis, Business Process, Requirements Analysis, Visio, SQL, User Acceptance Testing
Education
University of Manitoba 1995 — 2000
Bachelor of Commerce (B.Com.), Management Information Systems, General
BMO Financial Group June 2014 - Present
CIBC August 2011 - June 2014
Citi Group April 2011 - July 2011
Direct Energy Business May 2007 - February 2011
Soft Systems Pvt Ltd 1999 - 2002
Skills
Solution Architecture, ETL, Microsoft SQL Server, SSIS, Analysis Services, SSRS, SQL, SDLC, Systems Analysis
Education
University of Kerala 1989 — 1995
Master of Science (MSc), Physics
TD July 2014 - Present
BMO Financial Group December 2013 - July 2014
Bain & Company 2011 - 2013
Morgan Stanley June 2010 - August 2010
RBC January 2007 - May 2009
Deloitte October 2005 - January 2007
Deloitte Canada June 2004 - October 2005
Skills
Investment Valuation, Due Diligence, Financial Modeling, International Business..., Corporate Strategy..., M&A experience, Private Equity, Investment Banking, Change Management, CRM, Deal Sourcing, Business Process..., Management Consulting, Valuation, Business Strategy
Education
University of Pennsylvania 2009 — 2011
MA, International Relations
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Waterloo 1999 — 2004
Bachelor of Applied Science, System Designs Engineering
BMO Financial Group June 2014 - Present
Bank of Montreal May 2011 - June 2014
Bank of Montreal September 2009 - May 2011
Walter Tools 2005 - 2006
Mahindra & Mahindra 2002 - 2004
Skills
Business Strategy, Financial Modeling, Equity Derivatives, Management Consulting, Strategic Planning, Risk Management, Market Risk, Project Management, Business Analysis, Strategy, Financial Analysis, Banking, Portfolio Management, Derivatives, Valuation
Education
York University - Schulich School of Business 2007 — 2008
Master's Degree, Business Administration and Management, General
University of Mumbai 1998 — 2002
Bachelor of Engineering (B.E.)
Capco March 2013 - Present
Sheridan September 2011 - Present
BMO Financial Group June 2011 - February 2013
BMO Financial Group November 2010 - June 2011
BMO Financial Group August 2007 - October 2010
BMO Financial Group January 2005 - August 2007
BMO Financial Group October 2002 - December 2004
Bell May 2000 - September 2002
Scotiabank January 1999 - March 2000
Skills
Enterprise Architecture, IT Strategy, Program Management, Strategy, Databases, Project Management, Architecture, Banking, Information Technology, Training, Financial Services, SDLC
Education
KNAW / The Netherlands & University of Kerala
Doctor of Philosophy (Ph.D.), Environmental Science
University of Kerala
Master's degree, Applied Science
University of Kerala
Bachelor's degree, Applied Science
BMO Financial Group June 2013 - Present
Skills
Information Security, Security, Information Security..., Project Management, IT Audit, CISA, Governance, PCI DSS, Internal Audit, Enterprise Architecture, Information Technology, Enterprise Risk..., IT Risk Management, IT Strategy, Computer Security, CISSP, Identity Management, COBIT, ISO 27001, NERC, NERC Compliance, Cyber Security
Education
Sydenham Institute of Management Studies
MBA
University of Mumbai
Bachelor's Degree
Praxis Knowledge Systems Inc January 1995 - Present
Aikido Reishinkan July 1994 - Present
BMO Financial Group 2008 - 2010
Focused Management International 2000 - 2008
TD Waterhouse 2006 - 2007
RBC 2005 - 2005
TD Securities 2003 - 2005
BMO Nesbitt Burns 1999 - 2003
Diversey Corporation 1990 - 1995
American Cyanamid 1980 - 1989
Education
EXIN ITIL Foundation Certificate
Certificate, ITIL Foundation
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Policy & Finance
University of Liverpool 1971 — 1976
B Sc Hons, Organic Chemistry
BMO Financial Group August 2015 - Present
BMO Financial Group July 2013 - August 2015
TD Bank Group July 2011 - July 2013
Ernst & Young September 2008 - September 2011
Ernst & Young November 2005 - September 2008
IBM 2003 - 2005
Merrill Lynch 2002 - 2003
Education
Certified Management Accountant (CMA)
University of Oxford
Master of Business Administration (MBA)
University of Toronto
BMO Financial Group January 2011 - Present
Rogers January 2008 - August 2010
Skills
Relationship Management, Customer Experience, Team Leadership, Sales, Customer Service, Banking, Retail Banking, Call Centers, Credit, Commercial Banking, Time Management, Credit Cards, Teamwork
Education
University of King's College 1996 — 2000
BMO Financial Group 2010 - Present
Cognizant Technology Solutions 2005 - 2008
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA, Strategy and Finance
University of Pune 2001 — 2005
BE, Computer Engineering
TD September 2012 - Present
BMO Financial Group January 2009 - September 2012
BMO Financial Group May 2006 - January 2009
BMO Financial Group January 2001 - May 2006
Skills
Process Improvement, Continuous Improvement, Vendor Management, Defect Tracking, Problem Solving, Resource Management, MS Project, Risk Assessment, Project Coordination, Project Management, Project Estimation, Project Planning, Software Quality..., Root Cause Problem..., Quality Center, Test Planning, Regression Testing, System Integration..., Black Box Testing, Operational Testing, User Acceptance Testing, Stress Testing, Performance Testing, SQL DB2, Unix, Mainframe, JCL, TSO, Data Mining, Test Execution, Test Strategy, Data Warehousing, Test Cases, BAT, SIPOC, 5 Why, QFD, FMEA, Fishbone, Benefit Cost Analysis, Regression Analysis
Education
University of Management and Technology
Master of Business Administration (M.B.A.)
Aveta Business Institute - Six Sigma
Six Sigma Black Belt (CSSBB)
BMO Financial Group January 2014 - 2014
BlackBerry January 2013 - November 2013
Rogers Communications September 2009 - January 2013
Shoppers Drug Mart April 2008 - August 2009
HCL Technologies September 2005 - September 2006
Vertex Software Pvt. Ltd., Japan 2002 - 2005
NSAT Technologies September 2001 - September 2002
3Genesis 2000 - 2001
Skills
Java, J2EE Application..., Insurance, XML, Struts, Hibernate, Websphere, SQL, Weblogic, Oracle 9i, Spring, Japanese, Telecom, J2EE Web Services, JSP development, Weblogic Integration, Apache/Tomcat, Informatica, SOAPUI, Sun Certified Java..., Sun Certified Web..., Clearcase, ClearQuest, J2ME, REST, CSS, Dojo, Git, Oracle, Unix Shell Scripting, Servlets, Telecommunications, TestNG
Education
Bombay University
Bachelor of Engineering (B.Eng.)
Rogers Communications January 2012 - Present
BMO Financial Group February 2010 - December 2011
Asher Drory & Associates Limited June 2009 - December 2009
SBS Colores & Chemiques Pvt Ltd June 2008 - August 2008
SBS Colores & Chemiques Pvt Ltd August 2006 - August 2007
Citibank [Employed by Polaris Software Lab Ltd] July 2004 - July 2006
Skills
Financial Modeling, Cross-functional Team..., Corporate Finance, Business Process..., Forecasting, Analysis, Business Development, Valuation, Financial Analysis, Leadership, Requirements Analysis, Business Analysis, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Project Management, Strategy, Portfolio Management, Data Analysis, Finance, Analytics, Management Consulting, Risk Management
Education
University of Toronto - Rotman School of Management 2007 — 2009
MBA, Investment Banking & Strategy Consulting
University of Madras 2000 — 2004
BE, Electrical & Electronics
BMO Financial Group May 2010 - 2011
Toyota Canada Inc. August 2009 - March 2010
Ministry Health Care November 2008 - March 2009
RBC Royal Bank August 2007 - February 2008
Bank of Montreal January 2006 - May 2007
New Age Technologies September 2003 - October 2005
SOLCORP December 2002 - June 2003
Skills
SDLC, User Acceptance Testing, QTP, Mainframe, Quality Assurance, Testing, Software Quality..., Requirements Analysis, Business Analysis, HP QC, Quality Center, Test Cases, Regression Testing, Test Planning, Unix, Software Documentation, Business Requirements, Data Warehousing, Databases, COBOL
Education
University of Mumbai 1978 — 1981
Ministry of Municipal Affairs and Housing March 2014 - Present
Ministry of Tourism, Culture and Sport March 2012 - March 2014
Pan Am Secretariat September 2011 - March 2012
Ontario Government - Ministry of Tourism and Culture July 2011 - September 2011
Ministry of Citizenship & Immigration September 2010 - May 2011
Ministry of Energy and Infrastructure June 2010 - September 2010
Municipal Affairs & Housing November 2009 - July 2010
BMO Financial Group May 2008 - November 2009
American Express 2007 - 2008
Ontario Realty Corporation June 2002 - July 2007
Skills
Issues Management, Speech Writing, Strategic Communications, Crisis Communications, Media Relations, Corporate Communications, Communications Planning, Public Relations, Crisis Management, Press Releases, Reputation Management
Education
University of King's College 1998 — 1999
Bachelor of Journalism
University of New Brunswick 1995 — 1998
BA, Political Science
BMO Financial Group September 2014 - Present
CIBC July 2013 - Present
CIBC October 2008 - July 2013
GE Money Canada March 2006 - October 2008
Skills
Credit Cards, Financial Services, Vendor Management, Banking, Portfolio Management, Analytics, Relationship Management, Process Improvement, Business Analysis, Risk Management, Change Management, Strategy, Cross-functional Team..., Retail Banking, Credit Risk, Business Process..., CRM, Financial Modeling, Credit
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Waterloo 1985 — 1990
BASc, Computer Engineering
BMO Financial Group CFORhema Canada2015 - Present
Skills
Retail Banking, Financial Analysis, Risk Management, Financial Modeling, Portfolio Management, Investments, Credit Analysis, Banking, Management Consulting, Financial Risk, Commercial Banking
Education
University of Lagos 1986 — 1992
Economics
BMO June 2011 - Present
Strategic Information Technology July 2010 - June 2011
HSBC January 2006 - June 2010
BMO Bank of Montreal January 2005 - January 2006
BMO Financial Group October 2003 - January 2005
Skills
Credit Analysis, Credit Risk, Commercial Banking, Commercial Lending, Cash Flow Lending, Analysis, Loans, Credit, Banking, Management, Portfolio Management, Retail Banking, Risk Management, Relationship Management, Finance
Education
Saint Mary' University 1999 — 2001
Bachelor of Commerce, Finance
University of New Brunswick 1997 — 1999
COMM, FINANCE
BMO Financial Group September 2010 - Present
Winston & Strawn LLP August 2003 - Present
Rush University Medical Center 2001 - Present
University of Maryland School of Law March 1995 - Present
Bank One April 2000 - August 2003
ABN AMRO September 1999 - March 2000
Morgan Stanley June 1996 - June 1999
Dean Witter January 1990 - June 1997
Skills
Board Governance, Bank Regulation and..., Financial Regulatory, Internal and special..., Banking Law, Corporate Governance, Defense, Mergers, Securities Regulation, Corporate Law, Legal Writing, Financial Services, Asset Management, Capital Markets, Corporate Finance, Investments, Venture Capital, Private Equity, Hedge Funds, Strategy, Alternative Investments, Mergers & Acquisitions, Executive Management, Due Diligence, Arbitration, Joint Ventures, Securities, Public Policy, Financial Risk, IPO
Education
University of Maryland Francis King Carey School of Law 1979 — 1983
J. D., Law, with Honors
BMO Financial Group May 2013 - Present
BMO Harris Bank January 2012 - Present
BMO Harris Bank July 2011 - January 2013
Marshall & Ilsley February 2011 - July 2011
Marshall & Ilsley January 2008 - July 2011
Robert W. Baird December 2000 - December 2007
The Revere Group May 2000 - December 2000
Bank One 1998 - 2000
Skills
Product Management, Team Leadership, Strategy, Email Marketing, Digital Marketing, Digital Strategy
Education
University of Nottingham 1994 — 1994
Political Science
University of Wisconsin-Milwaukee 1991 — 1994
BS, Political Science
TD Bank Group February 2014 - Present
BMO Financial Group October 2013 - February 2014
BMO Financial Group September 2012 - September 2013
QuickPlay Media February 2012 - August 2012
SCI Marketview September 2009 - February 2012
Cognizant Technology Solutions (Erstwhile T-Systems India Pvt. Ltd.) December 2005 - December 2008
T-Systems December 2005 - December 2008
MKSSS's Cummins College of Engineering July 2005 - November 2005
Skills
SDLC, STLC, CRM Siebel, SQL, XML, Functional Testing, Manual Testing, WinRunner, Test Director, QTP, Rational Rose, C, C++, VBScript, SoapUI, JIRA, Agile Modeling, Waterfall, Test Planning, Test Cases, Defect Tracking, WBS, Estimating, Regression Testing, Integration Testing, GUI Testing, QC, TestLink, Quality Center, User Acceptance Testing, Requirements Analysis, Quality Assurance, Microsoft SQL Server, Test Strategy, Test Automation, Software Quality..., Testing, HP QTP, HP Quality Center
Education
University of Pune 2001 — 2005
Bachelor of Engineering (B.E.)
BMO Financial Group September 2008 - Present
BMO Nesbitt Burns 2006 - Present
BMO Nesbitt Burns 2006 - Present
Bank of Montreal December 1978 - Present
BMO Financial Group 2004 - 2009
Skills
Mortgage Lending, Mortgage, Loans, Credit, Lines Of Credit, Personal Finance, Banking, Risk Management, Relationship Management, Investments, Wealth Management, Residential Mortgages, Retirement Planning, Mutual Funds, Portfolio Management, Consumer Lending, Commercial Banking, Retail Banking, Credit Risk, Financial Advisory, Strategic Financial..., Credit Analysis, Refinance, Commercial Lending, Securities, Financial Services, Capital Markets, Debt Consolidation, Wealth Management..., Financial Risk
Education
University of Ottawa
Business
International Financial Data Services Canada (IFDS) October 2015 - Present
TD May 2014 - October 2015
BMO Financial Group December 2013 - May 2014
Labatt Breweries of Canada July 2012 - December 2013
Wipro Technologies September 2011 - July 2012
Wipro Technologies September 2010 - August 2011
Credit Suisse May 2007 - September 2010
IBM Global Services February 2004 - May 2007
Kuwait Technology Systems June 2003 - December 2003
Satyam Computer Services October 2000 - May 2003
Skills
Team Building, Leadership, Service Delivery, PMP, Requirements Analysis, MS Project, Team Management, SDLC, Project Management, Visio, Team Leadership, Change Management, PMO, Cloud Computing, Software Project..., Software Development, Data Center, Requirements Gathering, Project Planning, Quality Assurance, Project Delivery, Retail Banking, Investment Banking, Credit Cards, SWIFT payments, Risk Management, Analysis, Incident Management, Infrastructure, Banking, ITIL Certified
Education
University of Madras 1996 — 1999
B.A, Corporate Secretaryship (Commerce)
The School - KFI 1994 — 1996
self employed June 2003 - Present
Perigee Investment Counsel October 1994 - June 2003
Bank of Montreal December 1982 - October 1994
BMO Financial Group 1982 - 1994
Skills
Strategic Planning, Risk Management, Business Strategy, Management Consulting, Portfolio Management, Strategy, New Business Development, Investments, Economics, Mergers & Acquisitions, Business Analysis, International Economics, Financial Analysis, Due Diligence, Corporate Finance
Education
University of Michigan 1965 — 1969
PhD, Economics and Finance
University of Windsor 1961 — 1965
Honours BA, Economics and Political Science
BMO Financial Group 2010 - Present
Bank of Montreal September 2008 - Present
Bank of Montreal January 2004 - January 2007
DHL Worldwide Express 1989 - 1996
Education
University of Santo Tomas 1981 — 1985
Bachelor of Science - Major in Accounting, Accounting, CPA
BMO Financial Group July 2011 - Present
TDWI Toronto Chapter April 2011 - Present
The Dominion of Canada General Insurance Company June 2010 - December 2010
CGI March 2010 - April 2010
Intact Financial Corporation January 2005 - February 2010
Allianz Canada January 1998 - December 2004
Dow Jones Telerate May 1993 - December 1997
HKTDC 1988 - 1992
Skills
Data Warehousing, Business Intelligence, Business Objects, Informatica, Cognos, PowerBuilder, Insurance, ETL, Data Modeling, Oracle, Integration, SDLC, Requirements Gathering, Software Development, Requirements Analysis, Data Integration, PL/SQL, Systems Analysis, Database Design, Data Warehouse..., Software Project..., Data Migration, Erwin, Enterprise Architecture, Agile Methodologies, Project Management, Databases, Microsoft SQL Server, SOA, Business Analysis, DB2, Performance Tuning, User Acceptance Testing, Architecture, SQL, Master Data Management, Business Requirements, Unix Shell Scripting, Visio
Education
University of Regina 1984 — 1988
B. Sc., Computer Sciences
BMO Financial Group February 2015 - Present
Cole Taylor Bank August 2010 - February 2014
Merrill Lynch Capital August 2002 - December 2008
American National Bank, Chicago, IL (Merged with Bank One/JPMorgan) August 1996 - August 2002
NBD Bank, Skokie, IL (Merged with American National Bank/First Chicago) July 1993 - August 1996
NBD Bank, Evanston, IL June 1986 - July 1993
Education
American Institute of Banking (AIB)
Certificate
University of Kerala
M Com (Master of Commerce), Accounting
University of Kerala
B Com (Bachelor of Commerce), Accounting
BMO Financial Group February 2014 - Present
TD Canada Trust September 2010 - February 2014
TD Canada Trust August 2006 - September 2010
TD Canada Trust June 2003 - July 2006
TD Canada Trust March 2002 - June 2003
TD Canada Trust June 1999 - March 2002
Skills
Banking, Retail Banking, Investment Advisory, Cash Management, Retirement Planning, Asset Allocation, Financial Services, Insurance, Risk Management, Lines Of Credit, Credit, Commercial Mortgages, Small Business Lending, Commercial Banking, Sales, High Net Worth..., Mutual Funds, Real Estate, Small Business, Strategic Financial..., Wealth Management, Mortgage Lending, Estate Planning, Financial Risk, Financial Advisory, Loans, Financial Analysis, Underwriting, Private Banking, Home Equity Lines of..., Credit Risk, Securities, Deposits, Personal Banking, Wealth, Credit Cards, Finance, Teamwork, Debt Consolidation, Customer Service, Residential Mortgages, Consumer Lending, Commercial Lending, Branch Banking, Branch Management, Credit Analysis, Portfolio Management, Financial Planning
Education
Canadian Securities Institute 2011 — 2011
Financial Planning I
Canadian Securities Institute 2011 — 2011
Branch Compliance Officer (BCO), Finance, Mutual Funds
Canadian Securities Institute 2010 — 2010
Personal Financial Services Advice
Canadian Securities Institute 2008 — 2008
Canada Securities Course
University of Ottawa / Université d'Ottawa 2000 — 2001
Bachelor of Arts (BA), Linguistics/ Psychology
University of Ottawa 1995 — 1999
BA, Linguistics, Hons
BMO Financial Group March 2015 - Present
HDFC Bank April 2012 - September 2014
HSBC Commercial Banking November 2011 - January 2012
JG Shah Financial Consultancies Pvt. Ltd. April 2011 - June 2011
OK! Magazine September 2009 - December 2009
Skills
Working Capital..., Banking, Finance, Leadership, Financial Analysis, Portfolio Management, Corporate Communications, SME Banking, Management Consulting, Marketing Communications, Publishing, Creative Writing, CRM, Management, Team Management, Corporate Finance, Business Analysis, Microsoft Office, Financial Modeling
Education
N.L. Dalmia Institute of Management Studies and Research 2010 — 2012
Post Graduate Diploma in Business Management, Finance
Mumbai University 2006 — 2009
Bachelor of Management Studies, Finance, Banking and Corporate, First Class
R. N. Podar Sr. Secondary School
Distinction
CIBC February 2015 - Present
Tata Consultancy Services , Canada, Inc. February 2006 - Present
BMO Financial Group January 2014 - November 2014
Scotiabank May 2011 - September 2013
JPMorgan Chase & Co. January 2009 - March 2011
Genera lElectric March 2007 - December 2008
General Electric February 2006 - February 2007
Skills
SDLC, PL/SQL, Java, Spring, Quality Center, Agile Methodologies, XML, JavaScript, Eclipse, MySQL, VB.NET, Databases, Linux, Software Project..., ASP.NET, Flex, New Business Generation, New Business Development, New Business..., Java Enterprise Edition, Requirements Analysis, PMP, Project Management, HP Quality Center, Oracle
Education
University of Mumbai 2003 — 2005
Masters in Science
University of Mumbai 2001 — 2003
Bachelors in Science
NBWS 1985 — 1998
SSC
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - August 2015
Bank of Montreal September 2010 - September 2013
Bank of Montreal July 2009 - September 2010
IBEC September 2009 - June 2010
Bank of Ireland Securities Services January 2007 - September 2007
Skills
HR Policies, HR Strategy, Policy, Employee Relations, Employee Engagement, Performance Management, Talent Management, Organizational..., Organizational Design, Change Management, Personnel Management
Education
Higher Education and Training Awards Council (HETAC 2009 — 2010
Diploma, European Employment Law & Industrial Relations
University of Limerick 2004 — 2008
Bach., Business Studies
Aon Reed Stenhouse Inc 2007 - 2010
BMO Financial Group 2003 - 2007
Investors Group Financial Services Inc. 2001 - 2004
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Wealth Management, Mutual Funds, Risk Management, Investment Strategies, Financial Planners, Investment Advisory, Portfolio Management, Mortgage Lending, Sales, Asset Management, Strategic Planning, Corporate Finance, Banking, Wealth, Sales Management, Retail Banking, General Insurance, Estate Planning, Team Building, Property, Relationship Management, Personal Finance, Customer Service, Credit Analysis, Credit, Retirement, Brokers, Leadership, Cash Management, Coaching, Loans, Credit Risk, Succession Planning, Management, Negotiation, Team Leadership, New Business Development, Marketing Strategy, Financial Services
Education
University of Manitoba 1992 — 2001
Arts
Bond Brand Loyalty - A Maritz Company September 2014 - Present
Morneau Shepell January 2014 - August 2014
FNF Canada January 2012 - January 2014
FNF Canada September 2010 - January 2012
BMO Financial Group June 2010 - December 2010
Gryphtech April 2008 - August 2010
Transcomm International December 2005 - March 2008
Skills
C#, SSRS, VB.NET, WCF, ASP.NET, .NET, XML, SQL, JavaScript, Web Services, SQL Server, T-SQL, Application Development, AJAX, SharePoint, HTML, CSS, IIS, Visual Studio, LINQ, Object Oriented Design, Web Development, Business Intelligence, Windows Workflow..., Microsoft SQL Server, Entity Framework, ASP.NET AJAX, ADO.NET, ReSharper, Design Patterns, ASP, OOP, SSIS, JSON, SOAP, jQuery, Scrum, SOA, Database Design, TFS, HTML 5, UML, Telerik, Agile Methodologies, Software Development, jQuery UI, WCF Services, Continuous Integration, WPF, ASP.NET MVC
Education
University of Ottawa 2000 — 2004
Bsc, Computer Science
BMO Financial Group April 2015 - Present
Ivorine Consulting June 2011 - Present
BMO Financial Group November 2014 - February 2015
BMO Financial Group November 2012 - February 2015
BMO Financial Group November 2012 - January 2013
BMO Financial Group May 2012 - October 2012
BMO Financial Group October 2011 - April 2012
BMO Financial Group June 2011 - September 2011
Ministry of Education of Oman July 1996 - July 2010
UNIX Consulting Group February 1992 - August 1996
Skills
Project Coordination, IT Asset Management, Business Analysis, Project Management, Collaborative Problem..., Cross-functional..., Databases, ITIL, Oracle, SQL, PL/SQL, Microsoft SQL Server, Unix, Data Migration, Software Development, Linux, Operating Systems, Performance Tuning, Management, Servers, HP-UX, Shell Scripting, VBScript
Education
Indian Institute of Computer Technology 1985 — 1986
Post Graduate Diploma in Computer Science., Relational Database Management Systems, Systems Analysis and Design, SQL Programming
University of Kerala 1981 — 1984
B.Com, Accounting, Banking, Auditing
University of Kerala 1979 — 1980
Pre-University, Commerce, Economics, Political Science
St John de Britto's Anglo-Indian High School 1967 — 1978
Higher Secondary, Higher Secondary education
Amex Bank of Canada June 2014 - Present
Scotiabank November 2012 - June 2014
Scotiabank November 2011 - November 2012
Scotiabank January 2010 - November 2011
Scotiabank July 2007 - January 2010
BMO Financial Group June 2004 - June 2007
BMO Financial Group June 2002 - June 2004
Skills
Liquidity Risk, Market Risk, Financial Risk, SQL, Microsoft Office, Financial Modeling, Process Improvement, Bancware ALM5, Bancware BDI, MS Office Suite, INEA, Financial Reporting, Financial Forecasting, Financial Analysis, Result Oriented, Databases, alm, Interest Rate Risk..., MD&A, Financial Statements, Financial Audits, Derivatives, Retail Banking, Financial System..., Basel III, Capital Management
Education
University of Ottawa / Université d'Ottawa
Bachelor of Commercial
BMO Financial Group September 2008 - Present
BMO Nesbitt Burns 2006 - 2008
Skills
Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Finance, Estate Planning, Investment Management, Fixed Income, Personal Finance, Wealth Management..., Risk Management, Equities, Retirement, Relationship Management, Asset Allocation, Wealth, Financial Analysis, Financial Services, Financial Planners, Financial Planning
Education
University of Manitoba 2002 — 2006
B. Comm. (Hons), Finance and Accounting
Societe Generale Corporate and Investment Banking - SGCIB October 2014 - December 2014
BMO Financial Group December 2013 - July 2014
Banque Nationale du Canada December 2012 - April 2013
Audi Gozlan et Associés January 2012 - July 2012
Gouvernement du Canada - Ressources humaines et développement des compétences Canada May 2008 - May 2011
Skills
Intellectual Property, Labour Law, Business Law, Risk Management, Legal Compliance, Communication Skills, Building Relationships, Stress Management, Legal Research, Strong legal research..., Competitive, Strategic Thinking, Solution Focused
Education
University of Ottawa / Université d'Ottawa 2010 — 2011
Common Law, Juris Doctor
University of Ottawa / Université d'Ottawa 2006 — 2009
Droit Civil
BMO Financial Group February 2015 - Present
BMO Financial Group August 2013 - February 2015
BMO April 2012 - August 2013
BMO Financial Group August 2010 - April 2012
BMO April 2009 - August 2010
Annex Publishing & Printing Inc April 2008 - April 2009
Scotiabank April 2007 - April 2008
BMO 2005 - 2007
RBC 2003 - 2005
BMO 1992 - 1997
Skills
Change Management, Human Resources, Banking, Strategic Planning, Program Management, Management, Detail Oriented, Analytical Skills, Coaching, Project Planning, Business Development, Resourceful..., Outstanding..., Business Initiatives, Coaching Skills, Leadership, Relationship Management, Performance Management, Customer Service, Workforce Planning
Education
University of Ottawa / Université d'Ottawa
Bachelor of Arts (B.A.)
Acquire Capital Solutions September 2013 - September 2014
BMO Financial Group 2010 - 2012
49 NORTH FINANCIAL 2007 - 2010
ORION CEDAR FENCING 2004 - 2006
NEXTWAVE WIRELESS SOLUTIONS (Telus Mobility Dealer) 2000 - 2004
BEST WESTERN PACIFIC INN 1998 - 1999
Scotiabank 1994 - 1996
Skills
Banking, Customer Service, Mortgage Lending, Microsoft Excel, Microsoft Office, Financial Analysis, Marketing, Financial Services, Relationship Management, Business Development, Marketing Communications, Sales, Office Administration, Product Training, Employee Training, Finance, Residential Mortgages, Highly Detail Oriented, Organized, Analytical Skills, Leadership, Knowledge Sharing, Flexible Approach, Appointment Scheduling, Time Management
Education
Canadian Securities Commission
Investment Funds In Canada, Passed the written Accreditation Exam
Canadian Association of Accredited Mortgage Professionals (CAAMP)-National Designation
Passed the written accreditation exam in November 2009
College of Tourism and Travel 1997 — 1998
Travel and Tourism Advanced Diploma- Access Endorsed Level II, Graduated with Honours 3.9 GPA
University of Manitoba 1991 — 1992
General Science
Educational Commission for Foreign Medical Graduates (ECFMG) April 2014 - April 2014
Siemens Healthcare February 2014 - March 2014
MedAssets December 2013 - December 2013
BMO Financial Group February 2013 - November 2013
Citi October 2011 - October 2012
Deutsche Bank November 2010 - March 2012
TSYS May 2011 - July 2011
Deutsche Bank August 2010 - October 2010
Geisinger Health System April 2010 - May 2010
Merrill Lynch November 2009 - December 2009
Skills
EAI, Business Process Design, TIBCO iProcess, TIBCO, BPMN, Business Analysis, Process Analysis, Solution Architecture, SOA, Oracle, Requirements Analysis, TIBCO ActiveMatrix BPM, TIBCO iProcess Suite, Integration, Business Process..., Unix, Business Process, ESB, Middleware, Solaris, Enterprise Software, TIBCO EMS, HTML5, CSS3, Ruby on Rails, Javascript, Object Oriented..., Unobtrusive Javascript, Object Oriented Design, Bootstrap, Backbone.js, CoffeeScript, Sinatra, Bourbon, SASS
Education
NYCDA 2015 — 2015
Web Development Intensive
University of Natal 1999 — 2000
Bachelor of Science (Honours), Computer Science
University of Natal 1991 — 1997
Bachelor of Science, Computer Science and Statistics
Northbury Park Secondary
BMO Financial Group 2000 - 2011
law firm January 1979 - June 2000
Skills
Teaching, Computer Processing, Business Communications
Education
University of Missouri-Columbia
University of Nebraska at Omaha
BS and some Graduate School, Science & Education
Bank of America Merrill Lynch November 2009 - Present
BMO Financial Group December 2005 - November 2009
Computershare Canada January 2003 - December 2005
Skills
Account Reconciliation, Middle Office, Bloomberg, Securities, Fixed Income, Equities, Prime Brokerage, Corporate Actions, Back Office, Financial Services, Settlement, FX Options, Business Analysis, Financial Analysis, Risk Management
Education
University of Mumbai
Bachelor of Commerce (B.Com.), Major Accoutning
University of Pune
Master of Arts (MA), Major Economics & Banking
BMO Financial Group December 2014 - Present
LMG Global Associates July 2014 - August 2014
Skills
Microsoft Excel, Teamwork, PowerPoint, Research, Microsoft Word, Financial Analysis, Data Analysis, Market Research, Relationship Building, Financial Services, Customer Experience, Banking, Credit Cards, Public Speaking
Education
University of Ottawa 2010 — 2014
Honours BSocSC with a Major in Economics (Minor in Business Administration), Economics
Microsoft April 2014 - Present
SunTrust Bank June 2011 - October 2013
Prudential Financial January 2008 - June 2011
BMO Financial Group April 2007 - December 2007
Skills
ASP.NET MVC, REST
Education
University of Madras
Masters in Computer Applications
BMO Financial Group October 2013 - Present
Wells Fargo Home Mortgage January 2008 - March 2013
Skills
Corporate Finance
Education
University of Phoenix 2013 — 2015
Business Administration, Management and Operations
Waukesha County Technical College
Business Administration and Management, General
Allstate Canada August 2014 - Present
Allstate Canada August 2013 - August 2014
Allstate Canada March 2011 - July 2013
Allstate Canada August 2010 - February 2011
BMO Financial Group May 2009 - August 2009
BMO Financial Group May 2008 - April 2009
Education
University of Ontario Institute of Technology 2006 — 2010
Bachelor of Commerce (B.Com.), Human Resources