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
PwC August 2015 - Present
BMO Financial Group December 2014 - June 2015
Minsheng Securities Co., Ltd. August 2012 - August 2013
Shenzhen Stock Exchange June 2010 - July 2010
Shenzhen Stock Exchange July 2009 - August 2009
Skills
Teamwork, Economics, Mathematics, Finance, Interpersonal Skill, Stata, English, Mandarin, Cantonese, Research, Analytics, Statistics, Microsoft Excel, Microsoft Office, Data Analysis, Datastream, Bloomberg, Accounting, Communication, Financial Analysis, Corporate Finance, Investments, Valuation
Education
Cranfield University - Cranfield School of Management 2013 — 2014
Master's degree, Finance and Management
The University of British Columbia 2008 — 2012
Bachelor of Arts (BA), Economics and Mathematics
BEworks February 2012 - Present
Rotman School of Management, University of Toronto September 2014 - Present
RBC Royal Bank June 2010 - January 2012
RBC November 2008 - May 2010
Community Lend August 2008 - August 2008
MGIC Canada September 2007 - June 2008
Bank of Montreal May 2006 - February 2007
BMO Financial Group October 2003 - May 2006
BMO Financial Group March 1999 - April 2002
imoney January 1998 - March 1999
Skills
Business Strategy, Competitive Strategy, Innovation, Client Experience, Banking, Marketing Strategy, Behavioral Economics, Strategy, Financial Services, Customer Experience, Behavioral Finance, Strategic Planning, Leadership, Analysis, Risk Management, Executive Management, Marketing, Project Portfolio..., Relationship Management, Start-ups, Management Consulting, Enterprise Software, Project Management, Coaching, Product Management, Market Research, Investments, Portfolio Management, Integration, Financial Analysis, Management, Product Development, Consulting, Finance, Analytics, Project Planning, Strategic Financial..., Mergers & Acquisitions, CRM, Due Diligence, Business Process..., Segmentation, Consumer Behaviour
Education
Dalhousie University 2004 — 2008
MBA, Financial Services
Institute of Canadian Bankers 2004 — 2008
FICB, Fellow, Institute of Canadian Bankers
University of Toronto 1999 — 2001
Florida State University 1986 — 1993
Interdisciplinary Studies
BMO Financial Group June 2014 - Present
Canadian Society for Training and Development November 2010 - Present
HORN August 2012 - June 2014
HORN August 2010 - August 2012
Canadian Society for Training & Development January 2009 - November 2010
HORN October 2009 - August 2010
Osler, Hoskin & Harcourt, LLP September 2006 - October 2009
Dalhousie University October 2005 - April 2006
School of Information Management, Dalhousie University September 2005 - April 2006
Royal Ontario Museum December 2005 - December 2005
Skills
Organizational..., Program Management, Change Management, Instructional Design, Adult Education, Project Management, Blended Learning, E-Learning, Needs Analysis, Workshop Facilitation, Training Delivery, Learning Management, Problem Solving, Strategic Planning, Research, Customer Service, Microsoft Office, Public Speaking, Leadership Development, Event Planning, Project Planning, Organizational..., Management, Organizational Learning, Cross-functional Team..., Proposal Writing, Customer Relations, Planning, Knowledge Management, Business Analysis, PowerPoint, Event Management, Mentoring, Curriculum Design, Word, Excel, Access, Team Leadership, Process Improvement, French, Volunteer Management, Operational Excellence, Process Excellence, Business Process..., Team Building, Strategy, Leadership, Coaching, Performance Management, Talent Management
Education
Ryerson University 2009 — 2012
Certificate
St. Francis Xavier University 2008 — 2009
Certificate
Dalhousie University 2004 — 2006
M.L.I.S.
Queen's University 2000 — 2004
B.A. (Hons.)
BMO Financial Group June 2014 - Present
BMO March 2012 - June 2014
BMO June 2008 - March 2012
BMO July 2005 - June 2008
Skills
Leadership, Team Leadership, Program Management, Change Management, Strategy, Training, Coaching, Customer Experience, Sales, Business Analysis, Performance Management, Vendor Management, Business Process..., Financial Analysis, Retail Banking, Banking, Relationship Management, Management Consulting, Commercial Lending
Education
Dalhousie University 2006 — 2010
Master of Business Administration (MBA), Financial Services
University of Toronto 1981 — 1983
Bachelor of Arts (BA), Commerce and Economics
CGI November 2013 - Present
IJW Management Inc. February 2012 - June 2013
BMO Financial Group 2011 - 2011
OCIRP - Organisme commun des institutions de rente et de prévoyance January 2010 - September 2010
Mercedes-Benz Canada May 2009 - September 2009
Pratt & Whitney September 2008 - December 2008
Skills
Financial Modeling, Corporate Finance, Investments, Finance, Valuation, Financial Analysis, Business Valuation, Credit Analysis, Analysis, Mergers & Acquisitions, Due Diligence, Microsoft Excel, Bloomberg, Banking, LBO, Private Equity, Equities, Business Development, Negotiation, Investment Banking, Credit, Capital Markets, Capital IQ, Derivatives, Capital Raising
Education
CFA Institute
Leve 3 Candidate
Canadian Institute of Chartered Business Valuators
Registered student of the Institute, Business Valuation
Université Panthéon Assas (Paris II) 2010 — 2010
Business Management Certificate, Business/Commerce, General
Concordia University 2007 — 2011
Bachelor of Commerce (BCom), Finance and Accounting
BMO Financial Group June 2014 - Present
BMO Harris Bank January 2013 - June 2014
Rafenstein Insurance partnered with Thomas J Ward Agency, LLC November 2011 - December 2012
Farmers Insurance February 2011 - November 2011
St. Mary Catholic Faith Community 2005 - 2008
Independent Partylite Consultant November 2000 - December 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Customer Service, Sales, Casualty, General Insurance, Public Speaking, Liability, Marketing, Umbrella Insurance, Claim, Sales Management, Term Life Insurance, Strategic Planning
Education
Concordia University-Wisconsin 2008 — 2010
Bachelors, Business Administration
Milwaukee Area Technical College 1995 — 1999
Associates Degree, Early Childhood Education
BMO Financial Group September 2012 - Present
BMO Financial Group November 2009 - September 2012
BMO Financial Group March 2007 - September 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Relationship Management, Analysis, Banking, Retail Banking, Financial Analysis
Education
University of Toronto - Rotman School of Management 2010 — 2010
Advanced Leadership Program
Dalhousie University 1998 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Université du Québec à Montréal 1996 — 1998
Financial Planning Diploma
McGill University 1988 — 1991
Bachelor's degree, Economics
BMO Financial Group February 2014 - Present
Tubular Steel Inc. May 2013 - February 2014
MHD Rockland May 2011 - May 2013
MHD Rockland November 2009 - May 2011
RBC October 2008 - November 2009
Skills
Training, Performance Management, Performance Appraisal, Human Resources, Account Management, Customer Service, Project Management, Contract Negotiation, Operations Management, Strategic Planning, Supply Chain Management, Sales, Logistics, Aerospace, Market Research, Team Building, Budgets
Education
Concordia University 2008 — 2012
Bachelor of Commerce, Management
Concordia University 2004 — 2008
Bachelor of Fine Arts, Art History
BMO Financial Group July 2013 - Present
BMO April 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Concordia University
ICICI Bank March 2015 - Present
Your Neighbourhood Credit Union March 2000 - March 2015
Your Neighbourhood Credit Union May 2013 - July 2014
Waterloo Regional Credit Union February 1997 - March 2000
BMO Financial Group October 1995 - February 1997
Skills
Mortgage Lending, Credit, Investments, Debt Consolidation, Banking, First Time Home Buyers, Credit Cards, Strategic Financial..., Residential Mortgages, Loans, Lines Of Credit, Home Equity Lines of..., Refinance, Retirement Planning, Commercial Mortgages, Consumer Lending, Data Conversion, Home Equity Loans, Data Validation, Credit Analysis, Wealth Management, Mortgage Underwriting, Credit Unions, Construction Loans, Mortgage Banking, Loan Origination, Relationship Management, Branch Banking, Certified Mortgage..., Reverse Mortgages, Customer Service, Management, Leadership, Financial Services, Team Building, Sales
Education
Conestoga College 1992 — 1995
Business Administration - Management Studies, Business
BMO Financial Group March 2015 - Present
BMO Financial Group Institute for Learning May 2014 - March 2015
BMO Financial Group Institute for Learning June 2011 - May 2014
BMO Financial Group Institute for Learning May 2010 - June 2011
Skills
Project Management, Teamwork, Time Management, Process Improvement, Leadership, Customer Service, Marketing Communications, Marketing Strategy, Social Media, Data Analysis, Management, Critical Thinking, Cross-functional Team..., PowerPoint
Education
University of Guelph 2007 — 2011
Honours Bachelor of Commerce, Marketing Management
Cornell University
Presima Inc. July 2014 - Present
BMO Financial Group November 2011 - June 2014
BESTSELLER, Jack&Jones December 2010 - October 2011
Guess by Marciano August 2008 - December 2010
Skills
Statistics, Statistical Data..., Mathematica, Microsoft Excel, Creative Problem Solving, Economics, Econometrics, SAS programming, Stata, PowerPoint, Bloomberg, Financial Economics, Business Analysis, Business Development, Research
Education
Concordia University 2013 — 2015
Master's Degree, Economics
Concordia University 2010 — 2013
Bachelor of Science (B.Sc.), Specialization Statistics, Minor in Analytical Economics
Vanier College 2006 — 2009
Diploma of College Studies, Health Science
District 3 July 2015 - Present
Freelance Work February 2014 - Present
Concordia University - John Molson School of Business January 2014 - May 2015
John Molson Startup Conference August 2014 - March 2015
BMO Financial Group May 2013 - February 2015
John Molson Competition Committee (JMCC) September 2013 - January 2015
Boutique Kuki June 2009 - May 2014
À La Mode International, 9147-2241 Québec Inc February 2009 - November 2011
Skills
Sales, Customer Service, Team Leadership, Retail, Vendor Management, Recruiting, Sourcing, Strategic Planning, Team Building, Teamwork, Team-oriented, Program Management, SAP ERP, Project Management, Collaborative Problem..., Supplier Sourcing, Market Analysis, Lingo, Leadership, Time Management, Microsoft Excel, Research, Management, PowerPoint, Social Media, Microsoft Word, Public Speaking, Microsoft Office
Education
Concordia University 2011 — 2015
Bachelor of Commerce (B.Com.), Double Major: Supply Chain Operations Management & Finance
Marianopolis College 2008 — 2010
Collegial Graduation Diploma (D.E.C.), Commerce
BMO Financial Group February 2015 - Present
BMO Financial Group November 2012 - February 2015
ADP Canada Co January 2009 - November 2012
Applied Systems Canada May 2008 - August 2008
Skills
Coaching, HR Consulting, Employee Relations, Employment Law, Perfomance Management, Employee Engagement, Organizational..., Leadership Development, Change Management, Succession Planning, Talent Development, Process Improvement, Performance Management, Talent Management, Onboarding, Leadership, Deferred Compensation, HR Policies, HRIS, Human Resources, Organizational Design, Policy, Recruiting, Talent Acquisition, Workforce Planning, Employee Benefits, Interviews
Education
Cornell University 2012 — 2012
Foundations in Human Resources Management
Humber College 2007 — 2008
Post-Graduate Certificate, Human Resources Management
York University
B.A, Political Science
BMO Financial Group May 2011 - December 2011
HollisWealth, Scotiabank Global Wealth & Insurance 2008 - May 2011
Education
Universitat Autònoma de Barcelona 2013 — 2014
Master's Degree in Economics and Business Administration
L’École Supérieure du Commerce Extérieur 2012 — 2012
International Student Exchange Program
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Major: Finance, Minor: International Business
Arbonne Independent Consultant July 2014 - Present
BMO Financial Group March 2013 - November 2013
Banque Laurentienne September 2009 - March 2013
TD Bank Group September 2008 - September 2009
TD 2005 - 2008
Skills
Team Leadership, Highly Ambitious, Determination, Customer Service, Social Skills, aptitude for sales, client focused, Highly motivated..., Communication Skills, Outstanding time..., Customer Relations, Compliance, Work Independently with..., Team Management, Teamwork, Collaborative Leadership, Leadership, Management
Education
Institute of Canadian Bankers 2009 — 2009
Certificate, Investment Funds in Canada
Concordia University 2005 — 2008
bachelor in social sciences, sociology and human relations
BMO Harris Private Banking January 2014 - Present
Mirabaud & Cie 2010 - 2014
BMO Financial Group 2007 - 2009
Title Trading 2006 - 2007
Financial Services 2004 - 2006
Skills
Equities, FX, Fixed Income, Derivatives, Sales, English, French, Arabic, FX Options, Bloomberg, Financial Markets, Options, Hedge Funds, Trading, Capital Markets, FX trading, Bonds, Equity Research, Equity Derivatives, Structured Products, Alternative Investments, Market Risk, FX Trading, Investments
Education
CFA Institute
CFA
CSI Institute
CSC, CPH, OLC, DFC, WME
Concordia University
B. Commerce, Finance
Dale Carnegie Training July 2012 - Present
Twello Property Management February 2012 - Present
TMVF Consulting Inc. 2012 - Present
HiveWire Inc. 2012 - Present
BMO Financial Group October 2011 - February 2012
Junior Achievment of Central Ontario 2010 - 2012
BMO Financial Group May 2010 - October 2011
BMO Financial Group August 2009 - May 2010
Bank of Montreal February 2008 - November 2008
BMO Bank of Montreal July 2006 - June 2007
Skills
Mergers & Acquisitions, Financial Services, Leadership, Management, Leadership Development, Business Development, Training & Development, Executive Coaching, Strategic Planning, Strategic Communications, Banking, Management Consulting, Finance, Corporate Finance, Credit Analysis, Financial Risk, Relationship Management, Commercial Lending, Portfolio Management, Risk Management, Capital Markets, Credit, Team Building, Public Speaking, Change Management, Culture Change, Staff Development, Ideas Development, Coaching, Strategy, Team Leadership
Education
Dalhousie University 2006 — 2010
MBA
The University of Western Ontario 1998 — 2002
Honours Bachelor of Arts
AIG Inc. September 2007 - Present
BMO Financial Group July 1997 - May 2006
Rotary Club of Brampton November 1995 - June 2001
Skills
Excellent Negotiating..., Team worker, Recruiting, Financial Recruiting, Public speaking, Resilient, Technical Reports, Technical report, Team Building, Team Leadership, Team Management, Digital Photography, Database Administration, Data Modeling, Data Analysis, Data Mining, Operations Management, Management Consulting, CAD
Education
Memorial University of of Newfoundland 1997 — 1999
Master of Science (MSc), Mathematics and Statistics
Coventry University 1983 — 1987
Bachelor's degree, Business/Managerial Economics
Industrial Alliance December 2014 - Present
BMO Financial Group May 2013 - December 2014
Skills
Customer Service, Credit, Banking, Financial Analysis, Retail Banking, Financial Services, Microsoft Word, Finance, Financial Planning, Insurance
Education
Concordia University
Bachelor of Commerce (B.Com.), Finance, General
BMO Financial Group April 2012 - Present
BMO Financial Group March 1977 - May 2012
Education
Dalhousie University 2005 — 2007
MBA, Financial Services
Lakehead University
BMO Financial Group January 2015 - Present
Billedger February 2012 - June 2014
PageperCent October 2011 - November 2013
Skills
construction..., Project Management, Direct Sales, Sales Presentation..., Thought Leadership, Critical Thinking, Ideas Development, Entrepreneurship, Leadership d'équipe
Education
Concordia university Montreal 2012 — 2015
Associate of Arts and Sciences (A.A.S.), Sciences politiques et gouvernement
Concordia University 2011 — 2015
Champlain College Saint-Lambert 2007 — 2010
D.E.C, Social studies
2010- Université de Concordia; Science politique2007-2010 Champlain College
Libro Credit Union June 2014 - Present
Perennial Inc. September 2013 - June 2014
BMO Financial Group September 2008 - August 2013
Bank of Montreal October 2003 - September 2008
Bank of Montreal October 2002 - October 2003
Bank of Montreal February 2001 - October 2002
Bank of Montreal November 1998 - February 2001
Skills
Retail Banking, Banking, Credit, Commercial Banking, Wealth Management, Mutual Funds, Mortgage Lending, Loans, Investments, Strategic Financial..., Consumer Lending, Portfolio Management, Commercial Lending, Financial Services, Risk Management, Leadership, Business Planning, Asset Managment, Relationship Management, Coaching, Management, Financial Analysis, Capital Markets, Retirement Planning, Small Business Lending, Cash Management, Private Banking, Residential Mortgages, Outsourcing, Securities, Lines Of Credit, Financial Advisory, Credit Cards, Commercial Mortgages, Fixed Income, Asset Management, Credit Analysis, Credit Risk, Financial Risk, Investment Strategies, Business Development, Investment Advisory, Finance, Operational Risk, Performance Management, Operational Risk..., Cross Selling, Treasury Management, Process Improvement, Wealth Management...
Education
Dalhousie University 1996 — 1999
MBA, Financial Services
University of Toronto - Rotman School of Management
Advanced Leadership Program
Institute of Canadian Bankers
Professional Banking Program
Canadian Securities Institute
Canadian Securities Course
Institute of Canadian Bankers
Investment Funds in Canada
George Brown College 1979 — 1981
Business Diploma, Business Administration / Marketing
The Refinery Leadership Partners Inc. 2013 - Present
Knowledge First Financial 2012 - 2013
HomEquity Bank 2007 - 2011
TD Waterhouse 2006 - 2007
TD Waterhouse 2004 - 2006
BMO Financial Group 1999 - 2004
BMO Financial Group 1996 - 1999
Department of National Defence 1992 - 1999
Investors Group Financial Services Inc. 1991 - 1996
Skills
Leadership, Business Development, Strategic Planning, Business Planning, Management, Risk Management, Sales Management, New Business Development, Team Building, Coaching, Banking, Recruiting, Training, Organizational..., Program Management, Finance, Investments, Change Management, Business Strategy, Process Improvement, Sales, Mergers & Acquisitions, Strategy, Sales Operations, Sales Process, Credit, Management Consulting, Performance Management
Education
Dalhousie University 1999 — 2003
MBA, Financial Services
Trent University 1989 — 1992
BA, History
HSBC March 2011 - Present
BMO Financial Group June 2010 - March 2011
HSBC March 2009 - June 2010
BDC 2007 - 2009
BDC 2001 - 2007
Skills
Commercial Banking, Commercial Lending, Credit, Credit Analysis, Banking, Finance, Management, Relationship Management, Credit Risk, Loans, Risk Management, Portfolio Management, Retail Banking, Business Planning, Financial Analysis
Education
Umeå universitet 1995 — 2000
Master, Business Administration and Economics
Dalhousie University
Business Administration and Economics
Umeå University
Bachelor, Business Administration and Economics
Branksome Law LLP December 2014 - Present
Ministry of the Attorney General (Ontario) July 2011 - October 2013
Ontario Ministry of the Attorney General November 2009 - July 2011
BMO Financial Group June 1993 - August 2009
Bank of Montreal 1993 - August 2009
Fasken Martineau DuMoulin 1987 - 1993
Education
McGill University 2002 — 2006
BCL/LLB, Law
Concordia University 1980 — 1982
Bachelor of Arts, Philosophy
Bonnie Doon
BMO Financial Group September 2014 - Present
Tata Consultancy Services January 2013 - September 2014
CSC July 2012 - January 2013
Replicon 2009 - 2009
IBM Global Services November 2006 - November 2008
NetTel Assistance 2001 - 2006
destina 2001 - 2006
Skills
Virtualization, Business Analysis, Account Management, ITIL, Windows Server, Solution Selling, Citrix, Data Center, Telecommunications, IT Service Management, IT Management, Active Directory, Microsoft Office, Integration, Management, Networking, Requirements Analysis, Microsoft SQL Server, Team Leadership, Software Project..., Business Intelligence
Education
Concordia University
B.Comm, Accounting
TD September 2013 - Present
Scotia iTRADE September 2011 - August 2013
BMO Financial Group October 2009 - May 2011
Rogers 2007 - 2009
Skills
Strategy, Start-ups, Business Development, Business Strategy, Product Development, Business Planning
Education
Dawson College 2005 — 2007
Accounting
The London School of Economics and Political Science (LSE)
Bachelor of Commerce (B.Com.), Accounting and Finance
Concordia University
BA, economice
BMO Financial Group July 2014 - Present
BMO October 2011 - July 2014
BMO January 2011 - October 2011
BMO January 2009 - January 2011
Skills
Financial Services, Investments, Communication, Personal Banking, Mortgage Lending, Debt Consolidation, Home Equity Lines of..., Mutual Funds, Lines Of Credit, Financial Risk, Credit Risk, Resourceful...
Education
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Major Finance, Minor Management
Dawson College
Diploma of College Studies, Commerce
CDS March 2006 - Present
TMX/CDS March 2006 - Present
QBFL- NSFL- WMFL June 2004 - Present
BMO Financial Group October 1998 - March 2006
BMO May 1998 - June 2005
Skills
Team Leadership, Customer Service, Back Office, Financial Analysis, Project Management, Corporate Actions, Settlement, Strategic Planning, Securities, Microsoft Office, Team Building, Banking, Account Reconciliation, Time Management, Accounting
Education
Concordia University
BMO Financial Group March 2015 - Present
Teresa Rolt, Graphic Design June 2001 - Present
7 Communications September 2014 - February 2015
HipSkip July 2013 - November 2013
PwC 2003 - 2006
Elliott & Page (now Manulife) October 2001 - June 2002
FUSIONcreative August 1998 - June 2001
Ross Advertising June 1996 - August 1998
Prentice Hall Ginn Publishing June 1995 - June 1996
Skills
Brochures, Graphic Design, Web Design, Advertising, Annual Reports, Corporate Identity, Typography, Art Direction, Concept Development, Logo Design, Creative Direction, Illustration, Layout, Graphics, Brand Development, Direct Mail, Digital Media, Posters, Visual Communication, Branding & Identity, Packaging, Corporate Branding, Mac, Adobe Creative Suite, QuarkXPress, InDesign, Illustrator, Photoshop, Branding, Pre-press, Catalogs, Banners
Education
Sheridan College 2009 — 2010
Post Graduate Certificate, Web Design (Honours)
Conestoga College 1992 — 1995
Diploma, Graphic Design and Advertising
BMO Financial Group July 2013 - Present
BMO Financial Group January 2012 - June 2013
BMO Financial Group June 2011 - January 2012
BMO Financial Group May 2008 - June 2011
Skills
Payments, Teamwork, Time Management, Leadership, Team Leadership, Coaching, Banking, Telecommunications, Analysis, Training, SWIFT payments, Risk Management, Management, Customer Service, Credit, Accountability, Customer Driven, Business Analysis, Microsoft Office, Financial Services, Retail Banking
Education
Concordia University 2006 — 2009
Bachelor Of Arts, Major Economics, Minor Human Relations
Marianopolis College 2004 — 2006
Social Sciences
American Council on Education
CEU, Development Courses
BMO Financial Group August 2014 - Present
CIBC (Contract) January 2014 - July 2014
Manulife Financial April 2012 - April 2013
Manulife Financial September 2009 - April 2012
Manulife Financial 2005 - September 2009
Manulife Financial 2001 - 2005
Skills
Business Analysis, Internal Controls, Project Management, Change Management, Risk Management, Finance, Business Requirements, MS Project, Financial Risk, Process Improvement, Insurance, Strategy, Management, Business Process, SDLC, Analysis, Visio, Quality Assurance, Requirements Analysis, Requirements Gathering, Microsoft Office, Business Process..., PMO
Education
Conestoga College 2013 — 2013
SQL
Villanova University 2013 — 2013
Six Sigma Green Belt Certificate
Wilfrid Laurier University
Bachelor's degree, Economics
Wilfrid Laurier University
Diploma, Business Administration and Management
Global Knowledge
IT Project Management, PM01
Conestoga College
Microsoft Project
BMO Financial Group April 2014 - Present
BMO Financial Group January 2013 - April 2014
M&I, A part of BMO Financial Group September 2010 - January 2012
It's About Time Personal Concierge June 2007 - December 2008
Momentum Worldwide June 1997 - February 2007
Skills
Event Management, Project Management, Crisis Management, Marketing Strategy, Integrated Marketing, Relationship Marketing, Marketing Communications, Direct Marketing, Advertising, Digital Marketing, Social Media Marketing, Social Media, Email Marketing, Marketing, Direct Mail, Event Planning, Interactive Marketing, Copywriting, Online Advertising, Strategic Planning, Internal Communications, Management, Strategy
Education
International Coach Academy 2009 — 2010
Certified Professional Coach, International Coach Academy
Concordia University-Wisconsin 2001 — 2005
Bachelor or Arts, Management and Communications
BMO Financial Group October 2013 - Present
Amey Computer Repair March 2004 - April 2013
Brookdale University Hospital and Medical Center February 2001 - March 2013
UPS May 2000 - February 2001
Skills
Windows XP Pro, Laptops, Troubleshooting, Management, Windows 7, Microsoft Office, Software Installation, Windows Server, Computer Repair, Computer Maintenance, Windows Vista, Printers, Databases, Windows XP, CompTIA A+ Certification, BMC Remedy, Windows Server 2008, Active Directory, Computer Hardware, Microsoft Exchange, Blackberry Enterprise..., Data Recovery, Cabling, Data Backup Solutions, Customer Service, Asset Management, Medical Terminology, Health Insurance, IT Asset Management, iOS, Windows 8, Large Scale Deployments, Hardware, WAN, Blackberry, ITIL, ITIL Certified
Education
CUNY New York City College of Technology 2008 — 2012
Computer and Information Sciences and Support Services
Scotiabank November 2014 - Present
BMO Financial Group July 2004 - November 2014
Krispy Kreme 2003 - 2004
Jillian's 2001 - 2003
Montreal Hyppodrome 1996 - 2000
Banque Laurentienne 1989 - 1995
Skills
Commercial Banking, Banking, Mortgage Lending, Portfolio Management, Retail Banking, Credit, Investments, Wealth Management, Strategic Financial..., Fixed Income, Financial Analysis, Management, Mutual Funds, Financial Services
Education
Concordia University
Bachelor of Arts, BACHELOR PHYSICAL GEOGRAPHY
BMO Financial Group February 2015 - Present
BMO Financial Group July 2010 - Present
Citi August 2009 - June 2010
Citi August 2008 - July 2009
Skills
Banking, Retail Banking, Credit, Mortgage Lending, Loans, Commercial Banking, Consumer Lending, Credit Analysis, Credit Risk, Commercial Lending, Refinance, Portfolio Management, Mutual Funds, Human Resources, Project Management, Project Planning, Business Analysis, Business Development
Education
Concordia University 2003 — 2007
Bachelor of Science (B.Sc.), Mathematics and Statistics
Dawson College 2000 — 2002
Collegiate Studies Diploma, Pure and Applied Sciences
Concordia University September 2013 - Present
McGill University June 2011 - September 2013
McGill University March 2010 - June 2011
Aerotek April 2009 - March 2010
CIBC May 2006 - December 2007
BMO Financial Group March 2007 - August 2007
Skills
Team Leadership, Training, Recruiting, Event Planning, Customer Experience, Internal Communications, Project Management, Outstanding..., Human Resources, Time Management, Problem Solving, Adaptability, Conflict Resolution, Teamwork, Business Analysis, Management, Employee Training, Higher Education, Statistics, Marketing
Education
Concordia University 2005 — 2008
Bachelor of Commerce (BCom), Management
Marianopolis College 2003 — 2005
D.E.C, Commerce
Collège Marie-Clarac 1998 — 2004
D.E.S, High School/Secondary Diploma Programs
Nesbitt
Chaitons LLP September 2006 - Present
Chaitons LLP September 2005 - July 2006
BMO Financial Group December 2000 - August 2002
Skills
Bankruptcy, Corporate Law, Creditors' Rights, Legal Writing, Legal Research, Legal Advice, Restructuring, Due Diligence, Mergers & Acquisitions, Corporate Finance, Legal Assistance
Education
University of Windsor 2002 — 2005
Bachelor of Laws (LLB), Law
University of Detroit Mercy School of Law 2002 — 2005
Doctor of Law (J.D.), Law, Magna Cum Laude
Dalhousie University 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
BMO Financial Group July 2014 - Present
Aimia Inc December 2010 - July 2014
Carlson Marketing Group August 2003 - November 2010
Carlson Marketing Group August 2000 - August 2003
The Big Picture September 1993 - August 1996
Skills
Mobile Devices, Agile Methodologies, Mobile Applications, User Experience, Digital Strategy, E-commerce, Project Management, Information Architecture, Mobile Marketing, Enterprise Software, Solution Architecture, Strategic Planning, Product Development, IT Strategy, Product Management, Loyalty Marketing, Leadership, Enterprise Architecture, Team Management, Business Analysis, Mobile Strategy, Databases, Web Development, C#, Loyalty Programs, Management, Team Leadership, Cloud Computing, Mobile Internet, Architecture Frameworks, Marketing Strategy, SDLC, Mobile Technology, CRM, Agile Project Management, Architecture, Business Intelligence, User Interface, Web Applications, B2B, Mobile Development, JavaScript Frameworks, Product Design, Team Development, Solution Design, SaaS, Web Analytics, Strategic Partnerships, Strategic Consulting, Digital Marketing
Education
Dalhousie University 2006 — 2009
MBA, Information Systems
Western University 1993 — 1997
B.Sc., Computer Science
BMO Financial Group June 2015 - Present
UBS Bank (Canada) July 2012 - May 2015
UBS Bank (Canada) 2008 - 2012
UBS Bank (Canada) 2006 - 2008
UBS Bank (Canada) 2004 - 2006
Ogilvy Renault 2002 - 2004
Skills
Corporate Law, Securities Regulation, Corporate Finance, Corporate Governance, Securities, Capital Markets, Contract Negotiation, Mergers, Legal Advice, Due Diligence, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Risk Management, Asset Management, Legal Compliance
Education
Dalhousie University 1996 — 2000
LLB & MBA, Banking, Corporate, Finance, and Securities Law
University of Michigan 1991 — 1995
B.A., Political Science
Lorne Park Secondary School 1987 — 1991
High School Diploma
National Bank of Canada 2013 - 2014
National Bank of Canada 2009 - 2013
Bank of Montreal July 2007 - June 2009
BMO Financial Group 2006 - 2007
TD Canda Trust 2002 - 2006
Skills
Banking, Loans, Credit, Retail Banking, Credit Analysis, Finance, Sales, GRC, Coaching, Commercial Banking, Leadership, Investments, Mortgage Lending, Portfolio Management, Credit Risk, Mutual Funds, Risk Management, Financial Analysis, Wealth Management, Financial Planning, Customer Service, Relationship Management, Cross Selling, Financial Advisory, Business Analysis
Education
Concordia University
Certificate, Business Administration
Concordia University
McGill University
Certificate, Marketing
Velan Inc. May 2013 - September 2015
Luxe Rentals March 2013 - May 2013
BMO Financial Group June 2010 - December 2012
Sears Canada January 2003 - December 2010
La Ronde May 2006 - June 2009
Skills
AutoCAD, Inventor, Continuous Improvement, Customer Service, Outlook, Team Leadership, Catia, Technical Writing, Access, Negotiation, ANSYS, C++, Lotus Notes, Time Management, Simulink, CATIA
Education
Concordia University 2008 — 2014
Bachelor, Mechanical Engineering
Dawson College 2005 — 2008
DEC, Mechanical Engineering Technology
Instituto Espanol de Montreal 1991 — 2005
Recognized Bachelor, Spanish Literature
Ecole Secondaire Pierre Laporte 1998 — 2003
High School Diploma
HRSB September 2015 - Present
Durham District School Board September 2003 - June 2015
Oxford Academy March 2000 - June 2003
Projx Financial 1997 - 1998
BMO Financial Group 1984 - 1998
Skills
Educational Technology, Instructional Technology, Special Education, Teaching, Classroom Management, Lesson Planning, Curriculum Design, Curriculum Development, Educational Leadership, Differentiated..., Literacy, Teaching English as a..., Numeracy, Organizational..., Interpersonal...
Education
Nipissing University 2008 — 2015
Specialist, Special Education and Teaching
York University 2005 — 2007
Specialist English as a Second Language
Saint Mary's University 1995 — 1996
TESL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Saint Mary's University 1992 — 1993
Accounting
Dalhousie University 1987 — 1993
Bachelor’s Degree, BSc Health Education, Bachelor of Education
BMO Financial Group July 2014 - Present
TD September 2012 - May 2014
TD May 2010 - September 2012
TD Bank Group January 2005 - May 2010
CLB Media September 2003 - December 2004
Citytv June 2003 - August 2003
Global News December 2002 - December 2002
Z103.5 and 88.5 the Jewel, Evanov Radio Group June 2002 - August 2002
CBS Corporation May 2000 - August 2000
Skills
SharePoint, PowerPoint, Excel, Writing, Event Planning, Microsoft Excel, Corporate Communications, Microsoft Office, Team Leadership, Leadership, Newsletters, Project Management, Social Media, Call Centers, Public Relations, Negotiation, Analysis, Change Management, Banking, Editing, Blogging, Communication, Customer Service, Media Relations, Business Analysis, Management
Education
Concordia University 1999 — 2003
B.A., Journalism with a specialization in broadcasting
Dunbarton High School 1995 — 1999
BMO Financial Group February 2015 - Present
BMO Financial Group July 2014 - February 2015
Deloitte Middle East March 2013 - April 2013
Deloitte Middle East January 2013 - March 2013
Al Zaman April 2010 - September 2010
Skills
Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Research, Financial Analysis, Microsoft Word, Team Leadership, Accounting, Public Speaking, HTML, Windows, Audit Software, Client Relations Skills, Mortgage Lending, Commercial Lending, Small Business Lending, Mutual Funds, Retail Banking, Investment Banking, Customer Service, Analysis, Market Research, Sales, Management, Time Management, Finance
Education
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Accounting and Finance
Lycee Charles de Gaulle 1995 — 2010
Baccalauréat, Bac Scientifique
EY May 2015 - Present
Concordia University August 2014 - December 2014
BMO Financial Group May 2012 - July 2013
Skills
C#, Business Process..., Databases, Microsoft Office, Oracle, Financial Services, IT Strategy, Presentation Skills, Teamwork, Customer Service, Business Analysis, Public Speaking, Data Entry
Education
Concordia University 2011 — 2015
Bachelor of Commerce (BCom), Accounting and Business Technology Management
Dawson College
Business/Commerce, General
BMO Financial Group August 2014 - Present
MacLaren McCann - Momentum April 2013 - August 2014
BMO Financial Group January 2010 - April 2013
CIBC Wealth Management May 2007 - August 2009
Dalhousie University September 2006 - May 2007
Skills
Event Planning, Project Management, Event Management, Marketing Communications
Education
George Brown College 2009 — 2010
Sport and Event Marketing
Dalhousie University 2003 — 2007
Bachelor of Management
Canadian Securities Institute
Canadian Securities Course
BMO Financial Group May 2015 - Present
BMO July 2012 - April 2015
BMO Financial Group August 2011 - July 2012
Manulife Securities May 2010 - August 2011
HSBC February 2008 - March 2010
Skills
Wealth Management, Banking, Mutual Funds, Investments, Financial Services, Equities, Financial Analysis, Portfolio Management, Fixed Income, Strategic Financial..., Relationship Management, Financial Modeling, Asset Managment, ETFs, Capital Markets, Trading, Financial Planning, Asset Management, Credit Analysis, Investment Strategies
Education
Concordia University 2007 — 2010
Bachelor, Finance
Canadian Securities Institute
Canadian Securities Course/Conduct Practice Handbook/¸Investments Funds in Canada
BMO Financial Group September 2013 - Present
Toronto International Film Festival July 2013 - September 2013
RBS Markets & International Banking May 2012 - July 2012
Four Seasons Hotels and Resorts January 2009 - July 2011
Four Seasons Hotels and Resorts August 2009 - March 2010
Four Seasons Hotel Toronto March 2008 - January 2009
Four Seasons Hotel Toronto May 2007 - March 2008
Four Seasons Hotel Toronto December 2003 - May 2007
Skills
Event Management, Hospitality, Event Planning, Hotels, Workshop Facilitation, Hospitality Management, Talent Management, Strategic Planning, Human Resources, Team Leadership, Customer Service, Microsoft Excel
Education
University of Toronto - Rotman School of Management 2011 — 2013
MBA
University of Toronto - Ontario Institute for Studies in Education 2009 — 2010
Certificate
Ryerson University 2003 — 2007
B.Comm.
Copenhagen Business School 2006 — 2006
Exchange
University of Toronto - University of Trinity College 1998 — 2002
Hons. B.A.
Université Jean Moulin (Lyon III) 2000 — 2001
International Student
BMO Financial Group March 2015 - Present
BMO Financial Group September 2013 - February 2015
BMO Financial Group April 2012 - September 2013
BMO Financial Group January 2011 - April 2012
kameraflage Inc. 2007 - April 2010
Grant Thornton 2004 - 2007
Skills
Business Strategy, Corporate Development, Operations Management, Entrepreneurship, Management, Management Consulting, Strategic Planning, Change Management, Program Management, Strategy, Meat, Business Process..., Mergers & Acquisitions, Cross-functional Team..., Business Development, Performance Management, Start-ups, Executive Management, Business Planning, Competitive Analysis, Financial Analysis, Financial Modeling, Sales Operations, Risk Management, Business Analysis, Product Management, Analytics
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, with Distinction
Queen's University 2001 — 2003
MSc, Computer Science (HCI)
Queen's University 1997 — 2001
BAH, Computer Science, Sociology
BMO Financial Group June 2015 - Present
BMO Financial Group January 2014 - August 2014
StFX Students' Union May 2012 - April 2013
Safety-Net RX Lab May 2012 - December 2012
StFX Student Career Centre September 2011 - April 2012
StFX Students' Union May 2011 - April 2012
Collins Barrow April 2010 - August 2010
Bell Aliant August 2008 - August 2008
Skills
Social Media Marketing, Marketing Management, Team Management, Photoshop, Illustrator, InDesign, Drupal, Oral & Written..., Student Engagement, Creative Strategy, Time Management, Organization, Qualitative Research, Quantitative Research, Research, Crisis Communications, Team Leadership, Marketing, Market Research, Media Relations, Communication, Teamwork, Social Media, Public Speaking, Leadership, Microsoft Office, Marketing Communications
Education
Dalhousie University 2013 — 2015
Master of Business Administration (MBA)
Copenhagen Business School 2014 — 2014
Master of Business Administration (M.B.A.)
St. Francis Xavier University 2009 — 2013
BBA, Joint Honours Business and Economics, Minor in Development Studies
ESDES Ecole de Management 2011 — 2011
Finance
BMO Financial Group October 2014 - Present
BMO Financial Group June 2013 - October 2014
BMO Financial Group November 2008 - May 2013
Skills
Wealth Management, Portfolio Management, Risk Management, Credit, Banking, Mutual Funds, Business Development, Finance, Valuation, Financial Services, Mortgage Lending, Investments, Capital Markets, Loans, Relationship Management, Credit Analysis, Commercial Banking, Retail Banking, Analysis
Education
Memorial University of Newfoundland 2009 — 2012
Business Administration, Bachelor of Business Administration
CFA Level 1 Candidate
Conestoga College 2003 — 2006
Business Administration, Financial Planning
Central 1 Credit Union June 2015 - Present
MGW Advisory November 2014 - June 2015
BMO Financial Group April 2013 - October 2014
BMO Financial Group March 2010 - April 2013
Manulife Financial July 2009 - March 2010
RBC Capital Markets March 2007 - July 2009
eBuilder Solutions August 1999 - March 2007
DMR Consulting 2000 - 2002
IBM Canada May 1988 - January 1999
Skills
Enterprise Architecture, Architecture, Integration, Strategy, Solution Architecture, Business Analysis, Governance, Capital Markets, Credit Risk, Market Risk, Enterprise Software, Architectures, Business Case, Project Management, SDLC, SOA, Management, Portfolio Management, Financial Risk, Leadership, Technology Integration, Project Portfolio..., Business Process, Requirements Gathering, IT Management, PMO, Requirements Analysis, IT Strategy, Risk Management, Vendor Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
Master's Degree, Master of Science - Risk Management
University of Toronto - Rotman School of Management 2002 — 2003
Executive MBA, Business
New York Institute of Finance 2009 — 2010
Asset Liability Management (ALM)
Cornell University 2008 — 2009
Certificates, Change Leadership; Executive Leadership; Leading Management Teams
The University of Western Ontario
BSc, Computer Science
Canadian Securities Institute (CSI CSC) 2009 — 2010
CSC Certificate, Canadian Securities Course
Project Management Institute (PMI PMP)
PMP Certificate, Project Management
MotionTactical February 2015 - Present
BMO Financial Group February 2014 - February 2015
BMO Financial Group February 2012 - February 2014
FGSD / Canalogix January 2010 - December 2013
Mosaic Sales Solutions July 2010 - February 2012
TGP Solutions Canada November 2010 - January 2012
Skills
Risk Management, Sales Management, Management, Team Leadership, Cooperation, Strategist, Business Strategy, Business Analysis, Business Planning, Business Process, Business Development, Business Process..., Business Intelligence, Marketing Strategy, Market Research, Problem Solving, Profit Maximization, Cash Flow, Investments, Client Liaison, Client Development, Client Service Oriented, Client Relations Skills, Strategy, Banking, Analysis, Entrepreneurship, Account Management, Project Management
Education
Concordia University
Bachelor of Business Administration (B.B.A.), Finance, General
Canadian Securities Institute 2012 — 2013
IFC - Investment Funds of Canada, Finance and Financial Management Services
Collège de Maisonneuve 2011 — 2014
College, Business Management
College Bourget 2006 — 2011
Graduate, General education + Economy profile
Insight January 2015 - Present
Insight November 2010 - January 2015
Future Electronics 2009 - 2010
Future Electronics 2001 - 2009
BMO Financial Group 1994 - 2001
Skills
Team Leadership, Troubleshooting, Project Management, Management, Microsoft Office, Telecommunications, Customer Service, Process Improvement, Account Management, Sales, Time Management, Training, Leadership, Customer Satisfaction
Education
Concordia University
Bachelor of Arts (BA), English Language and Literature, General
Marianopolis College
D.E.C., Literature and Languages
OptionsHouse February 2015 - Present
BMO Financial Group April 2014 - February 2015
COR Clearing LLC May 2012 - March 2014
TD Ameritrade October 2004 - May 2012
Skills
AML, FINRA, Fraud, Anti Money Laundering, Financial Services, Securities
Education
University of Nebraska at Omaha 2008 — 2010
Master of Business Administration (MBA)
Creighton University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BMO Financial Group June 2014 - Present
BMO Financial Group November 2005 - June 2014
Skills
• Ability to influence..., . In-depth knowledge of..., • Strong organization..., • Excellent team player, • Passion for helping..., In-depth knowledge of...
Education
Concordia University
Bachelor of Arts (BA)
Canadian Securities Institute
Mutual Funds Course
Dominion Lending Centres November 2013 - Present
CIBC September 2011 - November 2013
BMO Financial Group September 2010 - August 2011
RBC 2003 - 2009
Skills
Financial Risk, Investments, Investment Properties, Mortgage Lending, Finance, Credit, Portfolio Management, Loans, Financial Services, Strategic Financial..., Mutual Funds, Banking, Residential Mortgages, Credit Analysis, Real Estate, Credit Risk, Commercial Lending, Retail Banking, Wealth Management, Relationship Management, Refinance, Financial Planning
Education
Concordia University 2002 — 2005
BComm, Marketing
McGill University
CSI
Mutual Funds License
OACIQ
OACIQ LICENSE, MORTGAGE BROKER
Atlantic Superstore November 2013 - Present
Pete's fresh Market October 2012 - September 2013
TigerTel June 2010 - January 2012
Atlantic Superstores September 2006 - June 2010
BMO Financial Group May 2004 - May 2006
Strictly Staffing Inc. June 2005 - April 2006
Sobeys June 2001 - June 2004
News Marketing Canada February 2000 - November 2000
Convergys September 1998 - February 2000
CIBC May 1997 - June 1998
Skills
Human Resources, French Language Skills, Management, French, Interviews, Recruiting, Personnel Management, Employee Relations, Performance Management, Training, HR Policies, Hiring, CRM, Performance Appraisal, Team Leadership, Recruitment Advertising, Customer Service, Sales, Job Descriptions, Process Improvement, Call Centers, Retail, New Business Development, Job Fairs
Education
Ashton College 2013 — 2014
Diploma with Honours, Human Resource Management
NSCC 1996 — 1997
Advanced Diploma, Human Resource Management
Dalhousie University 1989 — 1995
Bachelor of Arts (B.A.), Political Science and Government
BMO Financial Group May 2014 - Present
BMO May 2012 - May 2014
Scotiabank July 2009 - May 2012
Blueslice Networks October 2007 - April 2009
Novartis June 2005 - May 2007
Canon Business Solutions May 2003 - June 2005
Skills
Telecommunications, New Business Development, Business Development, Sales, Account Management, Sales Operations, Business Strategy, Sales Management, Team Leadership, Banking, Negotiation, Strategic Planning, Product Management, Financial Analysis, Sales Process, Portfolio Management, Credit, Marketing Strategy, Customer Service, Business Analysis, Relationship Management, Product Marketing, Direct Sales, Business Planning, Commercial Banking, Program Management, Analysis, Investments, Risk Management, Finance
Education
Herzliah High School 1987 — 1992
Concordia University
Bachelor of Commerce, Major in Finance
Vanier College
DEC
Nestlé Nespresso August 2015 - Present
ACN May 2013 - Present
TD Insurance - Meloche Monnex February 2012 - June 2012
BMO Financial Group July 2009 - February 2012
Skills
Banking, Call Centers, Analysis, Forecasting, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Maple, Statistics, Strategic Planning, Finance, Customer Service, Data Analysis, Aspect, Avaya - CMS Supervisor, Teamwork, Time Management
Education
Concordia University 2007 — 2010
Bachelor of Applied Science (BASc), Mathematics and Statistics
Marianopolis College 2005 — 2007
DEC, Pure and applied sciences
BMO Financial Group August 2014 - Present
BMO Financial Group 2013 - July 2014
BMO Financial Group 2010 - 2013
Seatply Products Inc February 2005 - January 2008
Skills
Financial Analysis, Finance, Commercial Banking, Credit, Credit Analysis, Banking, Credit Risk, Business Strategy, Retail Banking, Account Management, Sales, Investor Relations, Business Development, Commercial Lending, Management, Leadership, Risk Management, Relationship Management, Professional Mentoring, Community Outreach
Education
Concordia University 2008 — 2010
MBA, Finance
L.A.U. 2000 — 2004
Bachelor of Commerce (B.Com.), Marketing
CAA South Central Ontario 2015 - Present
TD Securities 2014 - 2014
BMO Harris Bank 2013 - 2014
BMO Financial Group 2012 - 2013
National Bank of Canada 2011 - 2012
CIBC 2001 - 2011
RBC 1999 - 2001
RBC Insurance 1998 - 1999
Transamerica Life Canada 1995 - 1998
Skills
Business Process..., Banking, Business Analysis, PMP, Project Management, Change Management, Portfolio Management, Vendor Management, SDLC, Requirements Analysis, Management, Project Planning, Integration, Investments, Risk Management, Fixed Income, PMO, Wealth Management, Governance, UAT coordination, Project Portfolio..., Capital Markets, Piano Playing, Pianist, Piano, Relationship Management, Mergers & Acquisitions, Business Relationship..., SOX 404, Dodd-Frank, Common Sense
Education
York University - Osgoode Hall Law School 2013 — 2015
Master of Laws (LL.M.), Business Law
Dalhousie University 2003 — 2007
Master of Business Administration (M.B.A.), Financial Services
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies
Bachelor in Business Administrative Studies (BAS)
McMaster University
Bachelor's Degree, Mathematics
BMO 2007 - Present
Bank of Montreal 2000 - Present
BMO Financial Group 2000 - Present
CGI 1998 - 2000
Education
York University 1996 — 1999
M.Sc, Computer Science
Concordia University
Graduate Diploma, Computer Science
McGill University
Cert. in M.I.S, Computer Science
BMO Financial Group May 2010 - Present
Skura Corporation September 2007 - August 2008
edCetra Training October 2006 - September 2007
Delvinia Interactive May 2005 - February 2006
Skills
Captivate, Technical Writing, Software Documentation, E-Learning, Training, Quality Assurance, Instructional Design
Education
Concordia University 1984 — 1991
BMO Financial Group August 2014 - Present
BMO Financial Group March 2013 - September 2014
BMO April 2012 - October 2013
BMO Financial Group October 2011 - April 2012
BMO March 2009 - October 2011
York University September 2007 - April 2009
University of York September 2007 - 2009
Skills
Analysis, Leadership, Program Management, Data Analysis, Team Leadership, Event Planning, Management, Community Outreach, Risk Management, Process Improvement, Training, Integration, Strategic Planning, Governance, Strategic Thinking, Demand Management, Cost Management, Critical Thinking, Creative Problem Solving, Strategic Analytics, Social Media, Strategic Communications, Change Management
Education
Cornell University 2014 — 2014
Graduate Certificate in Change Leadership, Change Management
University of Toronto - Rotman School of Management 2010 — 2010
Athena Program for Junior Women Leaders
York University 2007 — 2009
Master's Degree, Philosophy
University of Toronto - Victoria University 2001 — 2006
Bachelor of Arts (B.A.), Philosophy
Kensington Tours July 2015 - Present
BMO Financial Group January 2014 - July 2015
TD August 2012 - July 2013
United Way of Greater Portland September 2011 - August 2012
Acklands-Grainger June 2009 - July 2010
Acklands Grainger Inc. October 2007 - June 2009
Maple Leaf Foods 2006 - 2007
Maple Leaf Foods Inc 2003 - 2006
Procuron 2001 - 2003
Procter & Gamble 1991 - 2001
Skills
Six Sigma, Continuous Improvement, Operational Excellence, Lean Manufacturing, Supply Chain Management, Value Stream Mapping, Process Improvement, Supply Chain..., Cross-functional Team..., Supply Chain, Kaizen, Black Belt, DMAIC, Change Management, Business Process..., Operations Management, Strategic Sourcing, Procurement, Process Engineering, Root Cause Analysis, Supply Management, Quality Management, Business Process, Strategy, Manufacturing, Program Management, Leadership
Education
Dalhousie University 1993 — 1995
Masters Applied Science, Industrial Engineering
Dalhousie University
Bachelor in Engineering, Industrial Engineering
BMO Harris Private Banking April 2013 - Present
BMO Harris Private Banking June 2008 - April 2013
BMO Financial Group February 2006 - June 2008
ATB Financial 2002 - 2004
RBC Royal Bank 2000 - 2001
Skills
Debt Structuring, Team Leadership, Client Relationship..., Credit, Loans, Leadership, Private Banking, Management, Commercial Banking, Relationship Management, Commercial Lending, Credit Analysis, Corporate Finance, Mortgage Lending, Financial Analysis, Risk Management, Retail Banking, CRM, Debt Restructuring, Portfolio Management, Banking, Wealth Management, Credit Risk, Financial Services, Mutual Funds
Education
Dalhousie University 1994 — 1996
MBA, Marketing
BMO Financial Group Business develoment managerCIBC Wealth ManagementJune 1992 - June 1996
Education
Dalhousie University 2000 — 2004
MBA
Bell April 2014 - Present
Bell October 2012 - Present
TELUS Communications November 2008 - October 2012
Bell 2004 - 2008
CGI 2003 - 2004
BMO Financial Group 1998 - 2003
Skills
Project Management, Management, Analysis, Networking, Project Delivery, Project Coordination, Proposal Writing, Service Delivery, Call Centers, Telephony, Telecommunications
Education
Concordia University 1980 — 1983
bachelor of arts, Economics, Political Science
Vanier College 1979 — 1981
Formation Generale en Sciences Humaines
BMO January 2012 - Present
BMOFG Senior Business AnalystBank of Montreal/Harris BankFebruary 2001 - January 2012
Bank of Montreal February 2001 - January 2012
BMO Financial Group February 2001 - January 2012
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Vendor Management, User Acceptance Testing, Banking, Visio, Risk Management, Software Project..., PMO, Change Management
Education
London School of Economics and Political Science
Master of Science (MSc), Political Economy
Concordia University
Bachelor of Arts (B.A.), Political Philosophy
BMO Financial Group April 2015 - Present
Gateway Technical College 2003 - Present
Uke's Harley Davidson 2004 - Present
Wintrust Financial August 2014 - April 2015
Talmer Bank & Trust January 2004 - August 2014
North Shore Bank 1999 - December 2003
Advantage Bank, FSB 1991 - 1998
Skills
Banking, Fraud, Fraud Investigations, Investigations, Policy, Private Investigations, Investigation, Criminal Investigations, Training, Certified Fraud Examiner, Risk Assessment, Enforcement, Sales, Mortgage Lending, Management, Loans, Coaching, Commercial Lending, Team Building, Risk Management, Interviews, Leadership, Security, Consumer Lending, Small Business Lending, Customer Service, AML, Retail Banking, Deposits, Law Enforcement, Anti Money Laundering
Education
Concordia University-Wisconsin 1998 — 2000
Bachelor of Arts, Management and Communication
BMO Financial Group January 2009 - Present
BMO Bank of Montreal 2004 - 2009
BMO 2002 - 2004
Bank of Montreal 2000 - 2002
BMO Financial Group April 1999 - October 2000
BMO Financial Group October 1997 - April 1999
BMO Financial Group July 1996 - September 1997
BMO Financial Group January 1991 - July 1996
Skills
Functional Management, Enterprise Architecture, Strategy Development, Enterprise Content..., Business Strategy, System Architecture, Web Content Management, Project Planning, Workflow, Payment Gateways, Electronic Payments, Portfolio Strategy, Portfolio Management, Solution Architecture, Strategic Planning..., Product Strategy, Trade Finance, IT Strategy, Software Development, Application Development, Performance Analysis, Management, Team Management, Team Leadership, Enterprise Portals, Coaching Staff, Software Design, Global Cash Management, Cash Management, Strategy, Strategic Planning, Product Management, CRM, Business Analysis, SDLC, Architecture, Governance, Application Architecture, Leadership, TOGAF, SOA, Business Process Design, Business Architecture, Project Management, Zachman, Technical Architecture, ESB, EAI, Architectures, Integration
Education
Concordia University
Dawson College
Vanier College
RBC April 2010 - Present
RBC Royal Bank October 2007 - April 2010
BMO Financial Group April 2005 - October 2007
RBC May 2004 - April 2005
RBC April 2002 - May 2004
Costco Wholesale October 1998 - April 2002
Skills
Credit Analysis, Credit Risk, Banking, Loans, Portfolio Management, Relationship Management, Retail Banking, Credit, Commercial Banking, Mortgage Lending, Risk Management, Financial Services
Education
CSI 2010 — 2015
Financial Planner
CSI 2004 — 2004
Compliance Officer
Concordia University 1998 — 2002
BAC, Major Finance, Minor Management
Vanier College 1995 — 1998
DEC, Health Science
Loyola High School 1990 — 1995
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - June 2015
BMO Financial Group January 2012 - September 2013
Bank of Montreal May 2009 - December 2011
Bank of Montreal September 2006 - May 2009
Skills
Commercial Banking, Banking, Retail Banking, Credit Risk, Commercial Lending, Banque commerciale, Banque, Banque de détail, Investissements, Risque de crédit
Education
Concordia University 2005 — 2011
Bachelors in Commerce, Management Major, Finance Minor
Cegep - Ahuntsic 2001 — 2003
Diplome Sciences Santé
RBC April 2015 - Present
BMO Financial Group April 2014 - March 2015
TD April 2013 - April 2014
RBC Investor Services February 2007 - April 2013
Rogers Communications September 2006 - February 2007
TD Bank Financial Group February 2006 - August 2006
CIBC World Markets December 2004 - January 2006
Skills
PMP, SDLC, Business Analysis, Business Requirements, Project Portfolio..., Requirements Gathering, Project Delivery, Visio, Requirements Analysis, Project Control, Software Project..., Governance, User Acceptance Testing, Risk Management, Business Process...
Education
Dalhousie University
Master of Business Administration (MBA), Information Technology Project Management
Brebeuf College School
BMO Financial Group April 2014 - Present
BMO Financial Group January 2012 - April 2014
BMO Financial Group May 2010 - January 2012
BMO Financial Group May 2009 - May 2010
Dalynn Biologicals June 2005 - June 2008
Skills
Change Management, Human Resources, Leadership Development, Business Analysis, Talent Management, Succession Planning, Employee Engagement, Organizational..., Performance Management, Onboarding, Organizational Design, HRIS, Talent Acquisition, Personnel Management, Workforce Planning
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA, Human Resources and Organizational Behaviour
Dalhousie University 2001 — 2005
Bachelor of Science, Biochemistry
BMO Financial Group April 2014 - Present
BMO Financial Group October 2013 - April 2014
BMO Financial Group June 2010 - October 2013
Education
Concordia University 2005 — 2008
B.Comm, International Business
Bank of Montreal January 2012 - Present
BMO Financial Group July 2009 - March 2012
Education
Concordia University 2005 — 2009
B.A, Economics
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - June 2015
BMO Financial Group January 2012 - September 2013
Banque de Montreal May 2009 - January 2012
BMO Financial Group September 2006 - May 2008
Skills
Banque, Gestion des risques, Service client, Crédit, Analyse financière, Management, Analyste commercial, Emprunts, Gestion de portefeuille, Microsoft Office
Education
Concordia University 2005 — 2011
Bachelor of Commerce (B.Com.), Management Major, Corporate Finance Minor
OpenTable January 2015 - Present
Minogue Medical Inc. June 2014 - December 2014
Mark Anthony Group April 2014 - May 2014
Mark Anthony Group July 2011 - April 2014
Mark Anthony Group February 2011 - July 2011
Fersten Worldwide December 2009 - September 2010
Fersten Worldwide February 2008 - December 2009
BMO Financial Group 2007 - 2008
Skills
Marketing Strategy, Marketing, Email Marketing, Merchandising, Social Media Marketing, Marketing Communications, Direct Marketing, Advertising, Online Advertising, Digital Marketing, Public Relations, Sales Management, Social Media, E-commerce, B2B, Fashion, Sales Operations, Budgets, Management
Education
Concordia University 2006 — 2009
Bachelor of Commerce (B.Com.), Marketing
Concordia University 2006 — 2009
Bachelor of Commerce (BCom), Marketing
RBC Capital Markets August 2007 - Present
BMO Financial Group July 2006 - August 2007
RBC Financial Group May 2001 - June 2006
Education
Concordia University
Bachelor of Commerce, Accounting
Bishop & Bagg April 2015 - Present
Ice³ March 2015 - Present
Mercuri Montreal July 2014 - April 2015
Restaurant Verses (Hotel Nelligan) September 2013 - July 2014
Boris Bistro May 2013 - August 2013
BMO Financial Group November 2003 - January 2013
Rogue Kitchen and Wetbar June 2012 - December 2012
Education
ITHQ Institut de Tourism et d'hôtellerie du Quebec 2013 — 2014
Cuisine Professionelle, Culinary Arts/Chef Training
Concordia University 2005 — 2011
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Vanier College 2002 — 2005
Dec, Commerce
BMO Financial Group January 2014 - Present
BMO Financial Group July 2010 - January 2014
TD Canada Trust June 2006 - June 2010
Standard Life February 2003 - February 2006
NWD MicroAge May 2001 - April 2003
CIBC January 1999 - May 2001
Skills
anti-money laundering..., Banking, Call Center, Cash Management/Treasury, Credit, Customer Satisfaction, Sales, Team Leadership, Investments, Problem Solving, Customer Relations, Customer Service, Excel, Branch Compliance..., Proactive Coaching..., Results-driven, leader and effective..., Risk Management and..., Insurance, Management, Mortgage Lending, Risk Management, Analysis, Call Centers, Microsoft Excel, Performance Management, Leadership
Education
Concordia University 1997 — 2001
Bcomm, Management Information Systems
Vanier College 2006 — 2006
IFIC, Mutual Fund Licence
CSI 2010 — 2011
B.C.O., Branch Compliance Office
Canaccord Genuity Inc. November 2011 - February 2015
Bank of Montreal October 2010 - November 2011
BMO Financial Group 2010 - 2011
BMO Financial Group 2010 - 2011
Skills
Equities, Trading, Bloomberg, Valuation, Banking, Bloomberg Terminal, Capital Markets, Equity Research, Financial Analysis, Equity Trading, Financial Modeling, Mutual Funds, Investments, Portfolio Management, Wealth Management, Securities
Education
CFA Institute 2013 — 2016
Level I Candidate, Finance
Concordia University 2007 — 2011
BCOMM, Finance
BMO July 2013 - Present
BMO Financial Group December 2009 - July 2013
RBC Dominion Securities June 2008 - November 2009
CIBC 1987 - 2007
CIBC 1987 - 2007
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Commercial Lending, Credit, Mortgage Lending, Banking, Consumer Lending, Credit Analysis, Small Business Lending, Retail Banking, Loans, Commercial Banking
Education
Conestoga College 1990 — 1992
BMO Financial Group March 2015 - Present
BMO February 2013 - Present
Bank of Montreal March 2002 - January 2013
Bank of Montreal October 1998 - January 2000
Skills
Banking, Consumer Lending, Credit, Mortgage Lending, Investments, Mutual Funds, Credit Analysis, Retirement Planning, Risk Management, Financial Services, Retail Banking
Education
JMSB Concordia University 2006 — 2014
Bachelor of Commerce (B.Com.), Finance, General
IQPF 2012 — 2013
Financial Planner, Executive Financial Planning Program
Concordia University 1995 — 2000
Bachelor Arts, Major Psychology
Mer et Monde August 2015 - Present
Mer et Monde September 2014 - April 2015
CECI May 2014 - August 2014
Galerie Josée-Lyne Falcone Inc. May 2010 - May 2014
Universalia May 2012 - September 2012
École nationale d'administration publique - ENAP October 2010 - January 2011
BMO Financial Group December 2009 - April 2010
ONG Conseil Canada Inc. July 2009 - November 2009
Skills
French, Strategic Communications, Program Evaluation, Public Relations, International Relations, Social Media
Education
École nationale d'administration publique - ENAP 2010 — 2013
Maîtrise en administration publique (MAP), Évaluation de programmes
Concordia University 2005 — 2009
Baccalauréat en histoire, société et culture occidentale, Rédaction d'honneurs sur le concept de l'éducation selon Montaigne
Manulife Financial June 2013 - Present
Manulife Financial August 2011 - June 2013
Manulife Financial July 2010 - August 2011
Manulife Financial September 2009 - July 2010
Manulife Financial May 2008 - September 2009
BMO Financial Group November 2007 - May 2008
Bank of Montreal May 2004 - November 2007
BMO Financial Group August 2003 - May 2004
Skills
Performance Management, HRIS, Succession Planning, Executive Pay, Deferred Compensation, Reporting & Analysis, HR Reports, Process Improvement, Retirement Plan..., Leadership, Training
Education
Conestoga College 2010 — 2012
Certificate in Human Resources (with Hons), Human Resources
Information Technology Institute (ITI), Halifax, NS 1996 — 1997
Applied Information Technology Diploma
Memorial University of Newfoundland 1989 — 1994
Bachelor of Commerce (BCom), Commerce
Nestlé Nespresso June 2011 - Present
BMO Financial Group May 2004 - June 2011
Curves April 2003 - May 2004
Skills
Customer Experience, Customer Service
Education
Concordia University 2002 — 2004
Linguistics and Professional Writing
Dawson College 1999 — 2002
DEC, Social Sciences - Law and Society Profile
Scotiabank April 2015 - Present
BMO Financial Group August 2013 - March 2015
BMO Financial Group December 2011 - August 2013
BMO December 2008 - November 2010
BMO Harris Bank August 2007 - December 2008
BMO Financial Group August 2005 - July 2007
BMO Financial Group January 2000 - August 2005
Skills
Corporate Finance, Retail Banking, Investments, Strategic Financial..., Financial Risk, Mortgage Lending, Due Diligence, Residential Mortgages, Asset Management, Internal Controls, Cash Management, Underwriting, CRM, Wealth Management, Business Analysis, Mutual Funds, Asset Managment, Auditing, Analysis, Financial Reporting, Accounting, Equities, Securities, Business Strategy, Credit Risk, Deal Structures, Deal Strategy, Cash Flow Lending, Cash Flow Analysis
Education
University of Toronto - Rotman School of Management 2010 — 2011
Organizational Leadership
Dalhousie University 2005 — 2007
Master of Business Administration (MBA)
The University of Calgary 1988 — 1991
Bachelor of Commerce (B.Com.), Business and Economics
Manulife January 2015 - Present
Standard Life February 2008 - January 2015
BMO Financial Group December 2003 - September 2007
Education
Concordia University 2003 — 2006
BA, Political Science Major
BMO Financial Group November 2013 - Present
Shoppers Drug Mart August 2013 - October 2013
Rogers Communications November 2011 - July 2013
ADP Canada May 2011 - November 2011
Butterfield Fulcrum January 2008 - April 2011
Mercer July 2007 - December 2007
AGF Management Limited January 2006 - May 2007
TD Bank Group January 2005 - January 2006
AllianceOne April 2004 - January 2005
Skills
Financial Reporting, Account Reconciliation, Financial Analysis, Accounting, Internal Controls, Auditing, Finance, Accounts Receivable, Financial Statements, Financial Accounting, Forecasting, Cash Flow, General Ledger, Accounts Payable, Corporate Finance, Management, Data Mining, Business Process..., Microsoft SQL Server, Excel Models
Education
Dalhousie University 1999 — 2003
Bachelor of Commerce, Accounting
Office of the Comptroller of the Currency September 2014 - Present
American Bankers Association February 2012 - July 2014
BMO Financial Group July 2011 - February 2012
Marshall & Ilsley Corporation January 2005 - July 2011
Marshall & Ilsley Corporation May 2004 - January 2005
Sutherland Asbill & Brennan LLP 2000 - 2004
Office of the Comptroller of the Currency 1992 - 2000
Education
University of Iowa College of Law 1989 — 1992
JD
Cornell College 1985 — 1989
Bachelor of Arts, Politics and International Relations
Ontario Teachers' Pension Plan September 2014 - December 2014
BMO Financial Group January 2014 - April 2014
Scotiabank May 2013 - August 2013
TD September 2012 - December 2012
TD January 2012 - April 2012
Education
University of Waterloo 2010 — 2015
Bachelor of Mathematics, Financial Analysis and Risk Management
Conestoga College 2010 — 2010
ELAS
BMO Financial Group Private BankerBMO Private BankingSeptember 2015 - Present
BMO Financial Group July 2013 - August 2015
Skills
Mortgage Lending, Mutual Funds, Residential Mortgages, Consumer Lending, Credit, Commercial Lending, Banking, Loans, Debt Consolidation, Credit Analysis, Commercial Banking, Lines Of Credit, Small Business Lending, Retail Banking, Wealth Management
Education
Concordia University 1999 — 2001
Bachelor of Arts (B.A.), Economics
BMO Financial Group 2014 - Present
Skills
Accurate Data Entry, Marketing, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Event Planning, Marketing Communications
Education
Concordia University 2014 — 2017
Bachelor of Commerce (BCom), Finance and Financial Management Services
Vanier College 2011 — 2014
Business Administration, Management and Operations
Voxco March 2011 - Present
BlueTree Wireless Data February 2010 - January 2011
Entreprises Ste-Croix January 2008 - June 2009
Videofutur January 2007 - December 2008
Videoself January 2006 - January 2007
OSL Marketing January 2004 - December 2005
Hapag-Lloyd AG January 2004 - December 2004
GI Ocean January 2001 - November 2003
BMO Financial Group January 2000 - December 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Mac OS, Windows, Outlook, Accpac, Great Plains Software, Acomba, SAP, JD Edwards, Photoshop, Public Speaking, Lightroom, Accounting
Education
Concordia University 2001 — 2005
Bachelor in Finance, Finance, General
Vanier College 1997 — 2001
Business administration (DEC), Business/Commerce, General
Great-West Life September 2013 - Present
BMO Financial Group April 2013 - Present
Wells Fargo September 2012 - March 2013
Walgreens November 2008 - August 2012
Skills
Banking, Mortgage Banking, Account Management, IRAs, Roth IRA, Investments, High Yield, Wealth Management, Business Analysis, Underwriting, Mortgage Underwriting, Pharmaceutical Industry, 401k, Consulting
Education
Concordia University-Wisconsin 2009 — 2013
Finance, Business
Milwaukee School Of Languages 2005 — 2009
HS Diploma