BMO Financial Group
Industry: Business bank
DescriptionThe Bank of Montreal, doing business as BMO Financial Group, is a Canadian multinational investment bank and financial services company headquartered in Montreal, Canada. Headquarters: Montreal, Canada CEO: Darryl White (1 Nov 2017–) Revenue: 21.79 billion CAD (2017) Subsidiaries: BMO Harris Bank, BMO Capital Markets,
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BMO Financial Group Employees
BMO Financial Group September 2014 - Present
BMO Financial Group April 2014 - September 2014
Davenport University May 2012 - May 2013
Oppenheimer & Co. January 2013 - April 2013
Skills
Microsoft Office, Rugby, Communication, Team Leadership, Creative Strategy, Critical Thinking, Time Management, Asset Management, Strategic Financial..., finance, Finance, Data Analysis, Leadership, Microsoft Excel, Social Networking, Investments, Financial Planning, Customer Service, PowerPoint, Public Speaking, Microsoft Word
Education
Davenport University 2010 — 2014
Bachelor's degree, Finance and Financial Management Services
BMO Financial Group September 2014 - Present
BMO Harris Bank July 2012 - Present
Bear Stearns February 2007 - June 2008
Option One Mortgage Corp 1998 - 2006
Skills
Mortgage Banking, Mortgage Lending, Sales, Credit, Strategic Planning, Coaching, Sales Management, Account Management, Banking, Loan Origination, New Business Development, Cold Calling, CRM, FHA financing, Selling, FHA, Refinance, Residential Mortgages, FHA Financing, Loans
Education
National-Louis University 2010 — 2012
Master in the art of Teaching, Education, 4.0
University of Illinois at Chicago 1995 — 1998
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Defense Language Institute 1993 — 1994
Russian Language and Literature
BMO Financial Group March 2015 - Present
BMO Harris Bank June 2014 - March 2015
HSBC March 2012 - June 2014
MB Financial Bank July 2009 - November 2010
LaSalle Bank / Bank of America December 2003 - March 2009
The Printing Works, Inc January 2001 - December 2003
Bridge Information Services August 1998 - January 2001
Harris Bank August 1996 - August 1998
St. Paul Federal Bank July 1994 - August 1996
Skills
Banking, Financial Analysis, Risk Management, Analysis, Budgets, Cross-functional Team..., Loans, Credit, Strategic Planning, Coaching, Microsoft Office, PowerPoint, Microsoft Excel, Business Development, Financial Modeling, Negotiation, Marketing Strategy, Account Management, Data Analysis, Credit Risk, Asset Managment, Portfolio Management, Training, Leadership, CCAR, Statistical Data..., Predictive Modeling, SAS programming, Visual Basic, Predictive Analytics, Forecasting, Financial Reporting, Teamwork, Operations Management, Excel, Access, Business Strategy, Consultancy, Business Planning, Word, Compliance, Business Analysis, Research, Corporate Finance, Management Consulting, Market Planning, Mentoring, Planning, Asset Management, Risk Modeling
Education
Northwestern University 2013 — 2016
Master of Science in Predictive Analytics
University of Illinois at Chicago 2009 — 2011
MBA, Entrepreneurship and International Business
Fundação Getulio Vargas 2010 — 2010
DBB, Doing Business In Brazil Study Abroad Program
DePaul University 1996 — 1999
Bachelor of Science in Commerce, Dual Majors in Finance and Marketing
BMO Financial Group January 2013 - Present
BMO Financial Group November 2010 - December 2012
Alejworks August 2010 - October 2010
Tsukiden Global Solutions Inc. (formerly Tsukiden Software Philippines, Inc.) January 2008 - February 2010
Tsukiden Global Solutions Inc. (formerly Tsukiden Software Philippines, Inc.) January 2002 - December 2007
Tsukiden Global Solutions Inc. (formerly Tsukiden Software Philippines, Inc.) November 1996 - December 2001
Skills
C Language, C++, C#, Java, JavaScript, VBA, Adobe LiveCycle, .NET, SDLC, Analysis, Debugging, Problem Solving, Unix Shell Scripting, Agile Methodologies, C, Software Engineering, Telecommunications, Software Project..., Software Development
Education
De La Salle University
Bachelor of Science (B.S.), Electronics and Communications Engineering
BDC December 2006 - November 2010
BMO Financial Group July 2002 - December 2006
Skills
Credit, Banking, Retail Banking, Commercial Banking, Mutual Funds, Credit Risk, Portfolio Management, Wealth Management, Investments, Relationship Management, Strategic Financial..., Loans, Mortgage Lending, Risk Management, Financial Analysis
Education
Sauder School of Business 2014 — 2014
Executive Education, Meeting the Leadership Challenge
Dalhousie University
Master of Business Administration (MBA)
Queen's University
BAH, Economics & Statistics
Pulis Real Estate LP2 June 2015 - Present
Brampton Downtown Development Corporation April 2011 - June 2015
Envision Sales January 2007 - May 2011
Scotiabank September 2007 - March 2008
ENVISION SALES September 2006 - February 2007
BMO Financial Group March 1996 - November 2006
BMO Financial Group January 1997 - January 2003
Hudson's Bay Company January 1995 - January 1996
Cambridge Shopping Centres January 1993 - January 1995
Cambridge Shopping Centres January 1983 - January 1995
Skills
Strategy, Marketing Strategy, Leadership, Negotiation, Business Development, Real Estate Development, Strategic Planning, Management, Customer Experience, Leases, Marketing, Relationship Management, Digital Marketing, Market Research, Thought Leadership, Retail, Real Estate, Team Leadership, Business Strategy, Downtown Planning, Digital Strategy, Marketing Research, Sales, Mergers & Acquisitions, Business Planning, Merchandising, Entrepreneurship, Market Analysis, Strategy Development, Negotiations, Portfolio Management, Marketing Communications, Product Marketing, Competitive Analysis, Financial Services, Brand Management, Promotions, Community Innovation, Public Engagement, Contract Negotiation
Education
Dalhousie University 1999 — 2003
MBA Financial Services, Marketing Finance Accounting
Institute of Canadian Bankers 1999 — 2003
FICB, Finance Marketing Economics
Queen's University 1976 — 1980
BComm, Finance Marketing
Canadian Junior College Lausanne Switzerland 1974 — 1975
High School, Ontario Grade 13
OTHS 1971 — 1975
High School
Fiserv June 2015 - Present
BMO Financial Group July 2012 - June 2015
BMO Harris Bank January 2009 - June 2012
BMO Harris Bank August 2007 - January 2009
Primex Family of Companies April 2005 - August 2007
FACE Trading January 2001 - April 2005
Abbott Laboratories February 1997 - November 1998
Lawter International February 1996 - February 1997
Skills
User Experience, Usability Testing, User Research, Usability, User Experience Design, Persona, Accessibility, User-centered Design, Heuristic Evaluation, Card Sorting, Web Design, Wireframes, Customer Experience, User Scenarios, Rapid Prototyping, Information Architecture, Project Planning, Internet Banking, Human Computer..., Team Leadership, User Interface Design, Task Analysis, Requirements Gathering, Mobile Applications, Inspiring People, Inspiring Leadership, Motivational Speaking, User Interface, Usability Engineering, Web Applications, Management, Leadership
Education
DePaul University 2011 — 2014
Master's Degree, Human-Computer Interaction
University of Wisconsin-Parkside 1991 — 1996
Bachelor's Degree, Bioscience, Molecular Biology Concentration
Tremper HS
Mutual of Omaha Bank August 2014 - Present
Scotiabank January 2013 - Present
Scotiabank Global Banking and Markets January 2008 - January 2013
Scotiabank January 2006 - December 2007
BMO Bank of Montreal August 2003 - January 2006
BMO Financial Group May 2002 - August 2003
Cartier Partners Financial Group April 1999 - December 2001
Investors Group Financial Services Inc. June 1997 - April 1999
Skills
Banking, Corporate Finance, Commercial Banking, Credit, Retail Banking, Credit Risk, Portfolio Management, Credit Analysis, Financial Analysis, Capital Markets, Relationship Management, Risk Management, Commercial Lending, Loans, Financial Modeling, Investments, Mortgage Lending, Financial Services, Strategic Financial..., Financial Risk, Cash Management, Treasury Management
Education
Dalhousie University 1997 — 2000
Master of Business Administration (MBA), Finance & Strategic Management
Dalhousie University 1993 — 1997
Bachelor of Commerce (BComm), Finance & Management Information Systems (MIS)
National Association of Purchasing Card Professionals 2012 — 2012
Certified Purchasing Card Professional (CPCP)
BMO Financial Group March 2014 - Present
Le Parisien Bakery June 2004 - Present
CVS Caremark Corporation October 2011 - March 2014
CME Group August 2005 - November 2006
Skills
Derivatives, Trading, Financial Markets, QuickBooks, Financial Analysis, Securities, Commodity, Analysis, Microsoft Office, Cash Flow, Sales, Operations Management, Business Strategy, Marketing, Microsoft Excel, Financial Statements, Customer Service, PowerPoint, Investments, Microsoft Word, Outlook, Time Management, Options, Equities, Management, Project Management, Budgets, Banking, Financial Reporting, Access, Training
Education
DePaul University 2007 — 2010
Bachelor of Science, Finance
BMO Financial Group March 2015 - Present
Protiviti Inc. June 2014 - March 2015
Ernst & Young LLP July 2013 - July 2014
The Federal Reserve Bank of Chicago August 2011 - August 2013
Chicago Board of Education 2009 - 2011
Steven Gertler & Associates October 2007 - February 2008
Skills
Banking, Research, PowerPoint, Loans, Microsoft Office, Legal Research, Legal Writing, Customer Service, Risk Management, Microsoft Excel, Outlook, Microsoft Word, Policy, Financial Analysis, Government, Public Speaking, Nonprofits, Finance, Management, Public Policy, Litigation, Analysis, Negotiation, Corporate Law, Community Outreach, Courts, Financial Institutions, Legal Compliance, Financial Risk, Bankruptcy, Estate Planning, Contract Negotiation, Credit, Westlaw, Operational Risk, Banking Law, Document Review, Financial Services, Corporate Governance
Education
The John Marshall Law School 2008 — 2011
Juris Doctor, Law
DePaul University 2005 — 2007
BA, Political Science
BMO Financial Group January 2014 - Present
Stingray 360 February 2012 - February 2014
Bell Canada July 2009 - January 2012
Skills
Acting, Microsoft Excel, Microsoft Office, Accounts Receivable, Invoicing, Cash Receipts, Great Plains Software, Bank Reconciliation, Accounting, Microsoft Dynamics SL, Adjustments, Year-end Close, Journal Entries, Invoice Processing, Customer Service, Microsoft Word, Balance, Management, Accounts Payable, Expenses, Finance, PowerPoint, Time Management, Monthly Close
Education
Dawson College 2005 — 2009
Social Sciences & Professional Theatre
BMO Financial Group September 2015 - Present
BMO Financial Group March 2011 - August 2015
Skills
Retail Banking, Retail Sales, Strategic Planning, Business Strategy, Strategic Communications, Business Planning, Corporate Social..., Financial Reporting, Professional..., Managing Events, Overseeing Projects, Team Leadership, Organizational..., Board Relations, Board of Directors, Cross-functional Team..., Certified Financial..., Publications, Banking, Financial Services, Management, Strategy, Risk Management, Change Management, Corporate Communications, Leadership
Education
Dalhousie University
Master of Business Administration (M.B.A.), Accounting and Finance
John Molson School of Business 1993 — 1997
Bachelor of Commerce (B.Comm.), Accounting and Finance
BMO Financial Group December 2014 - Present
Pembroke Developments February 2013 - Present
The Leukemia & Lymphoma Society January 2014 - December 2014
Precision Realty June 2012 - February 2014
ADP October 2012 - 2013
GBS Communications June 2011 - August 2011
SNC Insurance August 2010 - January 2011
EXIT Realty Citadel January 2010 - May 2010
Pseudio January 2008 - January 2010
Quest Realty June 2009 - August 2009
Skills
Customer Service, Management, Sales, Customer Satisfaction, Recruiting, Payroll, Data Entry, QuickBooks, Accounts Receivable, Accounts Payable, Real Estate, Insurance, Office Management, Marketing Strategy, Small Business, Public Speaking, Policy, Time Management, Teamwork, Microsoft Office
Education
Dalhousie University 2008 — 2012
Bachelor of Commerce, Business Management
Halifax West High School 2005 — 2008
Diploma, French Immersion Certificate
BMO Financial Group June 2013 - Present
BMO Financial Group April 2011 - June 2013
BMO April 2009 - April 2011
BMO October 2007 - April 2009
Skills
Banking, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, AML, Outlook, Operations Management, Process Improvement, Analysis, Change Management, Finance, Payments, Cash Management, Credit, Financial Analysis
Education
Concordia University 2004 — 2007
Bachelor of Commerce (B.Com.), Management
Dawson College 2000 — 2002
DEC, Pure & Applied Science
Salesforce March 2015 - Present
Xerox Global Services December 2013 - March 2015
TMX Group April 2009 - November 2013
Pro-Financial Asset Management January 2008 - January 2009
BMO Financial Group April 2007 - June 2008
TD Bank January 2005 - January 2007
Novartis November 2001 - October 2005
Merck October 1997 - November 2001
Skills
Investments, Equities, Strategic Financial..., New Business Development, Relationship Management, Strategic Planning, Business Development, Account Management, Banking, Sales, Business Strategy, Financial Analysis, Mutual Funds, Business Planning, Sales Management, Securities, Credit, IPO, Mergers & Acquisitions, Transfer Agency, Corporate Trust, Legal, Corporate Governance, Corporate Finance, Wholesale Banking, Asset Management, Capital Markets, Equity Trading, Finance
Education
York University - Osgoode Hall Law School 2011 — 2013
LLM, Securities Law
Saint Mary's University 1997 — 1999
MBA, Masters of Business Administration
University of New Brunswick 1995 — 1997
BEd, Bachelor of Education
Dalhousie University 1991 — 1994
BSc, Bachelor of Science
BMO Harris Private Banking January 2008 - Present
BMO Harris Private Banking January 2000 - January 2008
BMO Financial Group November 1994 - January 2008
Skills
Banking, Change Management, Leadership, Customer Service, Team Leadership, Project Management, Business Development, Customer Experience, Private Banking, Coaching, Management
Education
University of Ottawa / Université d'Ottawa 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Social Sciences
Dawson College 1989 — 1991
Social Sciences
Barroco Restaurant July 2013 - Present
BMO Financial Group June 2013 - August 2013
Brasserie Central July 2012 - July 2013
Vacances Tour Mont-Royal 2011 - January 2012
Le Jardin Nelson 2008 - 2012
Sunwing Airlines Inc. November 2009 - December 2011
Aventures Makwa July 2011 - August 2011
Nuvu Bistro Experience August 2010 - July 2011
Go Travel Direct February 2008 - April 2009
Skills
Airlines, Flights, Airports, Aviation, Commercial Aviation, Customer Service, Airport Management, Microsoft Office, Aircraft, Event Planning, Teamwork, Social Media, PowerPoint, Spanish, Microsoft Excel
Education
HEC Montréal 2013 — 2014
Certificate, International Relations and Affairs
Dawson College 2005 — 2007
DEC, Fine and Studio Arts
BMO Financial Group February 2014 - Present
JPMorgan Chase July 2012 - January 2014
CNA Financial Corporation November 2006 - April 2012
CNA Financial Corporation February 2004 - November 2006
Citadel Investment Group 2002 - 2003
RCN 1998 - 2002
Skills
PMP, SDLC, MS Project, Business Intelligence, Business Requirements, Project Planning, Vendor Management, Cross-functional Team..., Program Management, PMO, Analysis, Strategic Planning, Microsoft Excel, SharePoint, Team Leadership, Risk Management, Primavera P6, Resource Management, Visio, Scrum, Coaching, Leadership Development, Budgets, Microsoft Office, Customer Service, Telecommunications, Excel, Problem Solving, Operations Management, Negotiation, Volunteer Management, Non-profits, Team Building, Executive Reporting, Disaster Recovery, Data Visualization, Budgeting, Business Management, Project Finance, Multicultural, Reporting & Analysis, Training Skills, Board Relations, International Project..., Collaborative Leadership, Executive R, AML
Education
North Park University
Master of Management, Organizational Development, Human Resources
DePaul University
Certificate, Project Management
North Park University
Master's Certificate, Human Resource Management
Harrington College of Design
BFA, Interior Design
Ottawa-Carleton District School Board (OCDSB) August 2015 - Present
Canada College July 2015 - Present
Everest Colleges Canada February 2010 - February 2015
State Street September 2000 - January 2010
BMO Financial Group September 1999 - September 2000
Lester B. Pearson School Board September 1994 - June 1999
Skills
Budgets, Leadership, Higher Education, Analysis, Team Building, Public Speaking, Staff Development, Financial Analysis, Customer Service, Coaching, Career Counseling, Managerial Finance, Adult Education, Leadership Development, Financial Reporting, Sales, Training, Event Planning, Microsoft Office, Strategic Planning, Research, Microsoft Excel, Management, Teaching
Education
McGill University 1990 — 1994
B. ED.
Dawson College 1988 — 1990
Dimplome D'Etudes Collegiales
BMO Financial Group May 2014 - Present
Citigroup February 2010 - May 2014
Citigroup July 2007 - January 2010
Algorithmics, an IBM Company February 2007 - August 2007
Indus Valley Partners March 2004 - February 2007
Sun Microsystems January 2002 - January 2004
Consulting 2001 - 2002
Skills
Consulting, IT Strategy, Project Planning, Business Analysis, Process Improvement, Department Budgeting, Software Design, Change Management, Software Development, Program Management, Business Strategy, Team Leadership, Cross-functional Team..., Strategy, Risk Management, SOA, Solution Architecture, Business Development, ERP
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
York University - Schulich School of Business 2010 — 2011
MBA
Delhi University
Bachelor of Science, Electronics (honors)
BMO Financial Group September 2013 - Present
York Sustainable Enterprise Consultants (YSEC) November 2011 - March 2013
CBRE May 2012 - August 2012
The Landings Company April 2011 - August 2011
Clinton Foundation June 2008 - December 2010
Hillary Clinton for President November 2007 - June 2008
Clinton Foundation January 2007 - June 2007
Skills
Strategic Communications, Research, Business Analysis, Strategy, Project Planning, Entrepreneurship, Business Strategy, Business Development, Project Management, Legal Writing, Analysis, Management Consulting
Education
York University - Schulich School of Business 2011 — 2013
Master of Business Administration (MBA)
Davidson College 2002 — 2006
BA, English, Philosophy
KPMG International May 2014 - Present
KPMG International April 2013 - April 2014
KPMG International July 2010 - March 2013
BMO Financial Group October 2009 - July 2010
BMO Financial Group September 2007 - September 2009
BMO Bank of Montreal 2004 - 2007
BMO Bank of Montreal 1999 - 2001
Skills
Change Management, Management, Process Improvement, Financial Services, Program Management, Banking, Strategy, Risk Management, Performance Management, Business Analysis, PMO, Retail Banking, Financial Analysis, Business Process..., Coaching, Strategic Planning, Business Strategy, Training Facilitation, Business Transformation, Portfolio Management, Human Resources, Leadership, Customer Experience, Management Consulting, CRM, Strategic Financial..., Relationship Management, Financial Risk, Operational Risk..., Credit Risk, Governance, Team Leadership, Finance, Project Management, Talent Management, Vendor Management, HR Policies, Succession Planning, Leadership Development, Learning & Development, Employee Engagement, People Strategy, Workforce Planning, MBTI, Organization Design
Education
Ivey Business School at Western University 2015 — 2015
Ivey Influence and Persuasion Program
Schulich Executive Education Centre & Canadian Organizational Development Institute 2012 — 2014
Masters Certificate in Adult Training & Development (MCATD)
Dalhousie University 2004 — 2008
MBA, Financial Services
The Institute of Canadian Bankers 2004 — 2007
Fellowship Institute of Canadian Bankers, Professional Banking Program
McMaster University 1994 — 1998
Honors Bachelor of Commerce, Focus on Finance and Human Resources with a Minor in Psychology
ATB Financial November 2014 - Present
ATB Financial May 2012 - November 2014
BMO Financial Group February 2011 - May 2012
Bank of Montreal November 2008 - March 2011
Bank of Montreal January 2007 - January 2009
Bank of Montreal April 2004 - December 2006
Skills
Business Strategy, Strategy, Banking, Change Management, Internal Communications, Marketing Strategy, Financial Services, Relationship Management, Strategic Thinking, Customer Experience, Product Development, Employee Engagement, Retail Banking, Leadership, Credit, Management, Risk Management, Commercial Banking, Business Analysis
Education
Dalhousie University 2001 — 2005
MBA, Financial Services
University of Calgary 1990 — 1995
B.A, Communications Studies
BMO Bank of Montreal November 2013 - Present
Bank of Montreal February 1989 - November 2013
BMO Financial Group 1989 - March 2011
Skills
SDLC, Requirements Gathering, Business Analysis, Vendor Management, PMO, Enterprise Architecture, Call Center, Call Centers, Banking, Business Requirements, Visio, Business Process..., Financial Services, IT Strategy, Integration, Business Continuity, Project Delivery, Risk Management, Project Portfolio..., ITIL, Requirements Analysis, Disaster Recovery
Education
Dawson College
FP Foundation June 2015 - Present
BMO Financial Group October 2009 - Present
Institut québécois de planification financière (IQPF) June 2014 - Present
Financial Planning Foundation June 2014 - Present
IQPF December 2007 - Present
Centraide du Grand Montréal May 2014 - Present
Education
Institut Québécois de Planification Financière 1998 — 1998
Financial Planner
Université Laval 1986 — 1990
BBA, Business Administration
Canadian Securities Institute 1994 — 1994
Canadian Securities Course
Life Office Management Association 1994 — 1994
Associate Customer Service, Life Insurance
Life Office Management Association 1990 — 1993
Fellow Life Mangement Institute (FLMI), Life Insurance & Financial Services, With Distinction
Dalhousie University 1995 — 1995
Certified Employee Benefits Specialist (CEBS) Program
Université Laval 2002 — 2007
Group Insurance & Pensions Certificate
BMO Financial Group March 2014 - Present
Walmart September 2011 - April 2014
Forever 21 October 2010 - June 2011
Skills
Multi-tasked, Great Leader, Problem-based Learning, Adaptable & a quick..., Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Strategic Planning
Education
Dawson College
BMO Financial Group April 2014 - Present
BMO Financial Group 2011 - 2014
BMO Financial Group 2007 - 2011
BMO Financial Group 1995 - 2007
BMO Financial Group 1991 - 1995
BMO Financial Group 1986 - 1991
Skills
Leadership, Financial Services, Change Management, Human Resources, Strategic Thinking, Analysis, Creative Solutions, Organizational..., Coaching, Accessibility, Storytelling, Conceptual Thinking, Visual Communication, Strategic Communications, Strategic Planning, Risk Management, Retail Banking, Credit, Employee Engagement
Education
Dalhousie University
MBA, Financial Services
BMO Bank of Montreal October 2013 - Present
BMO Bank of Montreal March 2013 - October 2013
BMO March 2011 - March 2013
Bank of Montreal January 2009 - July 2011
BMO Financial Group December 2006 - December 2008
BMO Harris Private Banking 1998 - 2004
Skills
Banking, Wealth Management, Credit, Retail Banking, Commercial Banking, Loans, Mortgage Lending, Portfolio Management, Commercial Lending, Mutual Funds, Investments, Strategic Financial..., Consumer Lending, Cross Selling, Customer Experience, Relationship Management, Small Business Lending, Credit Risk, Financial Services, Branch Banking, Credit Cards, Private Banking, Financial Risk, Residential Mortgages, Credit Analysis, Management, Leadership, Financial Planning, Wealth, Refinance
Education
Dalhousie University 2001 — 2004
MBA
Wilfrid Laurier University
BA, Psychology and Fine Arts
Gabi's May 2013 - October 2013
First Class Painters April 2012 - September 2012
Mercedes-Benz Canada January 2011 - May 2011
BMO Financial Group May 2010 - September 2010
Skills
Public Speaking, Social Media, Microsoft Office, Copywriting, Marketing Strategy, Marketing Communications, Digital Marketing, Marketing Management, Organization, Teamwork, Team Leadership, Enthusiasm to learn, Highly detail oriented, Front-end Design, Front-end Coding, Advertising, Research, Presentations
Education
Dalhousie University 2009 — 2013
Bachelor of Commerce (B.Com.) Co-op, Marketing/Finance
Oakville-Trafalgar High School 2005 — 2009
BMO Financial Group July 2012 - Present
BMO Financial Group 2010 - 2012
BMO Financial Group 2008 - 2010
BMO Financial Group 2006 - 2008
BMO Financial Group 2005 - 2006
BMO Financial Group 1979 - 2005
Skills
Talent Management, Human Resources, Succession Planning, Leadership Development, Employee Engagement, Strategy, Change Management, Organizational Design, Talent Acquisition, Recruiting, Financial Services, Risk Management, Banking, Performance Management
Education
Dalhousie University 2000 — 2004
MBA
BMO Financial Group May 2013 - Present
BMO Financial Group June 2001 - December 2007
Skills
Mortgage Lending, Retail Banking, Mutual Funds, Wealth Management, Banking, Credit, Credit Risk, Relationship Management, Commercial Lending, Credit Analysis, Consumer Lending, Residential Mortgages, Lines Of Credit, Loans, Small Business Lending, Commercial Mortgages, Commercial Banking
Education
University of Toronto - Rotman School of Management 2013 — 2013
Advance Leadership Program
The University of Western Ontario - Richard Ivey School of Business 2002 — 2002
Executive Sales Management
Dalhousie University 1998 — 2001
MBA
Institute of Canadian Bankers
FICB, Financial Services
BMO Financial Group January 2014 - Present
Manulife Financial August 2012 - November 2013
BMO Capital Markets May 2011 - August 2011
BMO Capital Markets August 2010 - January 2011
BMO Nesbitt Burns January 2010 - April 2010
Education
Dalhousie University 2008 — 2012
BCOMM, Commerce Co-op - Finance Major
Scotiabank June 2011 - Present
Self Employed 2009 - Present
BMO Financial Group May 2004 - October 2005
BMO Financial Group April 2002 - April 2004
BMO Financial Group March 2000 - March 2002
BMO Financial Group 1996 - 2000
Skills
Banking, Project Management, Strategic Planning, Program Implementation, Financial Analysis, Consulting, Change Management, Coaching, Program Facilitation, Accounting, Management, Leadership, Financial Risk
Education
Dalhousie University 1999 — 2001
MBA, Financail Services
University of New Brunswick 1975 — 1979
BBA
BDC September 2015 - Present
Export Development Canada Exportation et développement Canada - EDC February 2015 - September 2015
Export Development Canada January 2014 - January 2015
BMO Financial Group June 2012 - December 2013
Gouvernement du Québec July 2010 - April 2012
Aquadome June 2009 - July 2010
Skills
Bloomberg, Minitab, Sun, customer service, Business Strategy, Project Management, leadership, Teamwork, Data Analysis, Microsoft Excel, Financial Analysis, Banking, Customer Service, Accounting, Analysis, Leadership, Spanish, Finance, Project Delivery, Microsoft Word, PowerPoint, Microsoft Office
Education
McGill University 2010 — 2013
Bachelor of Commerce (BCom), Finance and Entrepreneurship
Dawson College 2008 — 2010
CEGEP, International Business
BMO Financial Group November 2014 - Present
Information and Communications Technology Council (ICTC) June 2014 - June 2014
UnionBank of the Philippines October 2000 - February 2014
Solidbank Corporation now Metrobank Corporation October 1997 - August 2000
Sema Group Asia Pacific Pte., Ltd. now ATOS Worldline August 1996 - April 1997
Citibank, N.A. (Singapore) May 1993 - August 1996
BAKST (SINGAPORE) PTE., LTD. June 1991 - May 1993
Dynamic Software Solutions International, Inc. June 1990 - May 1991
Computer Software and Services, Int'l. June 1988 - May 1990
Skills
Business Analysis, Banking, Retail Banking, Risk Management, SDLC, Business Process..., Financial Services, Business Process, Requirements Gathering, Visio, DB2, JCL, Software Documentation, CICS, VSAM
Education
De La Salle University 1984 — 1988
Bachelor of Science (BS), Computer Science major in Information Technology
BMO Financial Group June 2014 - Present
BMO Financial Group December 2013 - June 2014
BMO Financial Group January 2012 - December 2013
BMO Financial Group June 2010 - January 2012
BMO Financial Group February 2006 - June 2010
Skills
Financial Services, Organizational Design, Operations Management, Strategic Planning, Risk Management, Credit Risk, Sales Management, Team Leadership, Team Building, Event Management, Project Planning, Coaching, Payment Services, Collections, Management Consulting, Strategy, Change Management, Banking, Relationship Management, Retail Banking, Leadership, Portfolio Management, Management
Education
Dalhousie University 2002 — 2006
Master of Business Administration (MBA), Financial Services
University of Toronto - University of St. Michael's College 1989 — 1993
Bachelor of Arts (BA), Political Science and Economics
Whittaker & Company June 2013 - Present
Holsten Human Capital Development, NFP April 2015 - June 2015
Jenner Elementary Academy of the Arts February 2015 - June 2015
Bloomingdale's 2013 - 2015
Bloomingdale's 2013 - 2015
Bloomingdale's 2013 - 2015
K.B.B.C.,LLC 2005 - March 2013
2012 CCDA National Conference September 2012 - September 2012
Argosy University March 2010 - January 2012
BMO Financial Group November 2006 - May 2007
Skills
Strategic Planning, Organizational..., Organizational Structure, Organizational Design, Business Planning, New Business Development, Business Management, Policy Writing, Project Implementation, Proposal Writing, Grant Writing, SWOT analysis, Program Design, Program Evaluation, Non-profits, Organizational..., Management Consulting, Writing, Teaching, Leadership Development, Management, Program Management, Public Speaking, Entrepreneurship, Nonprofits, Change Management, Human Resources, Community Development, Community Building, Community Engagement, Project Management, Budgets, Research, Recruiting, Project Planning, Administration, Fundraising, Leadership, Training, Program Development, Workshop Facilitation, Event Management, Staff Development, Analysis, Time Management, Policy
Education
DePaul University 2002 — 2004
M.A., Evaluating and Improving Organizational Systems
DePaul University
B.A., Business Management
BMO Financial Group July 2014 - Present
Edward Jones October 2013 - January 2014
TD April 2012 - January 2013
TD December 2010 - April 2012
The Bay December 2005 - December 2010
TruckWeight Inc February 2005 - July 2005
Thomson Nelson Publishing February 1999 - November 2004
Zellers Canada October 1997 - February 1999
Skills
Leadership, Motivation, Communication Skills, Interpersonal Skill, Coaching, Relationship-building..., Objection Handling, Performance Management, Performance Appraisal, Recruiting, Sales Management, Emotional Intelligence, Plannning, Integrity, Customer Service..., Marketing, Sales, Retail Banking, Mutual Funds, Lines Of Credit, Home Equity Lines of..., Consumer Lending, Credit, Banking, Loans, Mortgage Lending, Credit Analysis, Personal Banking, Wealth Management, Retail, Investments, Term Deposits
Education
Dalhousie University 1992 — 1997
Bachelor of Commerce, Marketing and Management
RBC January 2013 - Present
BMO Financial Group September 2009 - January 2013
Skills
Credit Risk, Risk Management, Banking, Retail Banking, Credit, Credit Analysis, Loans, Commercial Banking, Credit Cards, Equities, Business Analysis, Strategic Financial..., Wealth Management, Financial Services, AML, Financial Risk, Mortgage Lending, Portfolio Management, Mutual Funds, Commercial Lending, Relationship Management, Residential Mortgages, Investments, Consumer Lending, Cash Management, Capital Markets, Small Business Lending, Cross Selling, Payments, Treasury Management, Finance
Education
Delhi University
Bachelors of Commerce (B.Com.) (Honours), Accounting and Business/Management, Economics and Banking
Maastricht School of Management
Master of Business Administration (MBA), Financial Risk Management and Business Economics
Salwan Public School
Salwan Public School
Salwan Public School
GFT Technologies SE May 2015 - Present
SystemView Consulting May 2013 - Present
TD May 2013 - May 2015
CGI October 2010 - May 2013
TD Securities 2010 - 2011
BMO FInancial Group July 2007 - October 2010
BMO June 2005 - June 2007
BMO FInancial Group 2000 - 2005
BMO Nesbitt Burns 2000 - 2002
Data Processing Field Engineering (DPFE) 1987 - 1997
Skills
Program Management, Agile & Waterfall..., PMLC/SDLC Tools: MS..., Trading Systems:..., Strategy, Trading, Derivatives, Equities, Fixed Income, Software Development, Risk Management, Trading Systems, System Architecture:..., Trading Systems: WSS,..., Integration, Trading Products: Fixed...
Education
Dalhousie University 2004 — 2008
MBA, Financial and Banking
Institute of Canadian Bankers 2004 — 2008
FICB, Banking
Sharif University of Technology 1991 — 1993
M.Sc., Computer Engineering - Systems Architecture
Shahid Beheshti University 1977 — 1985
B.Sc, Computer Science
Ulmer & Berne LLP October 2014 - Present
BMO Financial Group August 2009 - July 2014
McGuireWoods LLP November 2002 - August 2009
Henderson & Lyman January 2000 - November 2002
Skills
Arbitration, Westlaw, Trial Practice, Mediation, Legal Advice, Employment Law, Personal Injury, Corporate Governance, Dispute Resolution, Litigation, Commercial Litigation, Business Litigation, Retail Banking, Commercial Banking, Consumer Law, Financial Services, Mergers & Acquisitions, Due Diligence, Management
Education
DePaul University 1994 — 1997
Doctor of Law (J.D.), Law
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (B.A.), Journalism
BMO Financial Group August 2015 - Present
Elmhurst Park District May 2014 - Present
Kamensky, Rubenstein, Hochman and Delott February 2015 - July 2015
Elmhurst Park District May 2014 - March 2015
Denison University October 2012 - May 2013
Skills
Public Speaking, PowerPoint, Microsoft Word, Leadership
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature/Letters
BMO Financial Group June 2014 - Present
National Bank of Canada December 2007 - May 2014
The World has lost its Heart August 2010 - June 2013
Groupe Investors November 2006 - August 2007
Skills
Public Speaking, Team Building, Customer Service, Coaching, Management, Social Media, Leadership, Blogging, Investments, Microsoft Office, Published Author, Social Networking, Access, Advertising, Analysis, Banking, Books, Budgets, Business Analysis, Change Management, Content Management, Creative Writing, Credit, Customer Experience, Customer Retention, Customer Satisfaction, Editing, Finance, Financial Services, French, Fundraising, Internal Communications, Marketing Communications, Marketing Strategy, Healthcare, Lotus Notes, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, PowerPoint, Process Improvement, Project Planning, Proofreading, Recruiting, Relationship Management, Research, Retail Banking, Risk Management, Sales
Education
Dawson College
Social sciences
BMO Financial Group July 2006 - Present
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Risk Management, Loans, Credit, Portfolio Management, Commercial Banking, Business Development, Leadership, Asset Management, Private Banking, Equities, Management, Investments, Sales, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance and Leadership
Morris Graduate School
Master of Information Systems (MIS)
DePaul University
Bachelor's Degree, Business Management
National Academy of Sports Medicine
Certified Personal Fitness Trainer (CPT), Health and Physical Education/Fitness
National Academy of Sports Medicine
Fitness Nutrition Specialist (FNS), Health and Physical Education/Fitness
BMO Financial Group March 2010 - Present
Skills
Customer Service, Team Leadership, Retail Banking, Banking, Leadership, Financial Analysis, Risk Management, Credit, Investments, Business Analysis, Sales Management, Business Strategy, Data Analysis, Compliance Management, Auditing
Education
Delhi University
Spin Master Ltd. April 2015 - July 2015
BMO Financial Group May 2014 - August 2014
POSS Limited Design- Industrial Engineering September 2013 - December 2013
Canadian Tire January 2013 - May 2013
D.B. Aviation Ltd. March 2012 - January 2013
Canadian Armed Forces Forces armées canadiennes July 2011 - January 2013
CrossFit Exertion July 2010 - September 2012
Skills
Marketing, Social Media, Social Media Marketing, Digital Marketing, Advertising, Marketing Strategy, Marketing Communications, Team Leadership, Management, Customer Service, Teamwork, Oral Communication, Brand Management, Public Speaking, Success Driven, Entrepreneurship, Microsoft Office, Time Management
Education
Dalhousie University 2011 — 2015
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General, 3.88 Major GPA
TD July 2014 - December 2014
Toronto Hydro January 2014 - July 2014
Ontario College Application Service (OCAS) July 2013 - December 2013
Microsoft January 2013 - July 2013
OPB (Ontario Pension Board) January 2012 - December 2012
IBM Canada July 2011 - June 2012
BMO Financial Group September 2010 - June 2011
Skills
PMP, PMO, SDLC, Project Delivery, Project Portfolio..., Vendor Management, IT Strategy, ITIL, IT Management, Program Management, Business Analysis, Software Project..., MS Project, IT Service Management, Integration, Data Center, ERP, Business Process..., SOA, Governance, Risk Management, Project Planning, Business Intelligence, IT Operations, Requirements Analysis, Management, Requirements Gathering, Business Process, Project Management, Change Management, SharePoint, Business Requirements, Service Delivery, Infrastructure, Solution Architecture, Visio, Disaster Recovery, Enterprise Architecture, Pre-sales, System Deployment, Agile Methodologies, Information Technology, Microsoft Project, Outsourcing, Process Engineering, Business Transformation, IT Transformation, Resource Management, Cross-functional Team..., Agile Project Management
Education
York University - Schulich School of Business 2008 — 2009
Executive Certification, IT Management
Delhi University 1985 — 1989
Bachelors Degree in Electronics and Telecomm Engineering
Stingray July 2015 - Present
Stingray Business August 2014 - July 2015
BMO Financial Group August 2011 - May 2013
BMO Financial Group February 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Time Management, Teamwork, Team Building, Strategic Planning, Project Management, Forecasting, Leadership, Event Planning, Coaching
Education
McGill University 2006 — 2008
Dawson College 2003 — 2005
DEC, Cinema and Communications
Interactive Brokers March 2015 - Present
John Molson International Business Association (JMIBA) November 2013 - January 2015
U.S. Consulate General Montreal U.S. Department of Commerce International Trade Administration April 2014 - October 2014
BMO Financial Group November 2012 - April 2014
Ministère de l'Immigration et des communautés Culturelles June 2012 - August 2012
Femme De Carriere November 2010 - June 2011
Club Mount Stephen 2010 - May 2011
Skills
Banking, Commercial Banking, Languages, Foreign Languages, Culture Change, Travel Planning, Social Networking, Microsoft Office, Canadian Immigration Law, Employment-based..., Sales, Retail Sales, Customer Service, Customer Experience, Bookkeeping, Visual Studio, Photoshop, Access Database, Research, Service client, Vente, Networking social, Banque
Education
Concordia University 2012 — 2015
Bachelor of Commerce (B.Com.), International Business, Finance
Dawson College 2009 — 2012
Diploma of College Studies, International Business, Commerce international
École Internationale de Montréal 2004 — 2008
BMO Financial Group October 2014 - Present
Royal Bank of Scotland February 2014 - July 2014
Shoppers Drug Mart February 2013 - November 2013
RBC Investor Services January 2012 - February 2013
Polaris Software Lab October 2006 - March 2010
E. I. Dupont India April 2007 - July 2008
Xavient Information Systems May 2004 - October 2006
Self Employed August 2001 - April 2004
Skills
Requirements Analysis, Testing, Software Project..., SDLC, Business Analysis, PL/SQL, Team Management, Oracle, Agile Methodologies, Quality Center, Requirements Gathering, Databases, Project Management, Test Planning, Project Planning, ISTQB Certified, ITIL v3 Foundations..., Team Building, Customer Experience, Team Leadership, Leadership, User Acceptance Testing, Integration
Education
Delhi University 1997 — 2001
Bachelor of Information Technology, IT
Delhi University 1997 — 2001
BIT, Information Technology
tabrizi.com January 2014 - Present
BMO Financial Group September 2014 - December 2014
Fulbright Commission February 2014 - June 2014
Queen's University January 2013 - January 2013
Shoppers Drug Mart October 2011 - April 2012
Skills
Creativity, Marketing, Social Media, Teamwork, Leadership, Hair Cutting, Social Skills, Customer Service, Public Speaking, Time Management, Graphic Design
Education
Dalhousie University 2012 — 2016
Bachelor of Commerce (B.Comm.), Co-op, Marketing
Bayview Secondary School 2009 — 2012
Ontario Secondary School Diploma, Graduated with 89% average in top 6 Grade 12 courses
BMO Financial Group May 2014 - Present
The University of Chicago January 2008 - April 2014
UBS Global Asset Management January 2004 - May 2005
UBS Global Asset Management January 1998 - January 2004
Skills
Fixed Income, Equities, U.S. Fixed Income and..., International..., Back Office Operations, Customer Support, Omgeo Oasys, ALERT, Bloomberg, Excel, Microsoft Office 2007, Windows 7, Microsoft Office, Internet Explorer, Outlook, Laptops, Windows XP Professional
Education
DePaul University
BS, Finance
BMO Financial Group February 2011 - Present
Skills
Retail Banking, Analytics, Credit Cards, Mortgage Lending, Finance, Banking, Analysis, Financial Services, Investments, Financial Risk, Credit, Corporate Finance, Microsoft Word
Education
DePaul University 2013 — 2015
Bachelor's Degree, Accounting
Moraine Valley Community College 2010 — 2012
Associate of Science (AS)
Unique Solutions Design Ltd. September 2013 - October 2013
SHORELINE CAPITAL MANAGEMENT (ICPM, EMD, CTM) 2009 - October 2012
OANDA October 2005 - September 2008
BMO FINANCIAL GROUP October 2004 - October 2005
NATIONAL BANK OF CANADA January 2000 - March 2001
SEAN CONNOR January 1997 - August 1999
Skills
Trading, FX Options, Derivatives, FX trading, Equities, Options, Electronic Trading, Risk Management, Finance, Foreign Exchange, Fixed Income, Hedging, Bloomberg, Business Development, Portfolio Management, Socially Responsible..., Futures, Basel III, Open Source, Linux, Microsoft Office, PenTesting, Encryption, Data Security, Data Analysis, Statistics
Education
CFA Institute
Chartered Financial Analyst Program
Global Association of Risk Professionals 2009 — 2010
FRM Holder
University of Toronto 1999 — 2003
Bachelor of Arts
Dalhousie University
QEH
Ryerson University 2014 — 2015
Computer Security and Digital Forensics
BMO Financial Group February 2014 - Present
Merrill Lynch August 2011 - Present
Skills
Strategic Financial..., Financial Analysis, Nursing, Healthcare Management, Healthcare, Clinical Research, Retirement Planning, General Insurance, 529 Plans, Life Insurance, Term Life Insurance, Disability Insurance, Finance, Series 7
Education
DePaul University
Certified Financial Planning
Saint Xavier University
bachelor in science and nursing
BMO Financial Group June 2013 - Present
JPMorgan Retirement Plan Servics January 2005 - May 2013
Northern Trust July 1998 - March 2003
Northern trust 1998 - 2003
Skills
Mutual Funds, 401k, Financial Services, Series 63, Employee Benefits, Investments, Retirement, Asset Management, Relationship Management, Portfolio Management, Securities, Fixed Income, Series 6, Retirement Planning, Finance, ERISA, Asset Allocation
Education
DePaul University 1994 — 1998
B.S., Finance
Smithville High School
Smithville High School
Smithville High School
Oppenheimer & Co. May 2012 - Present
Merrill Lynch Wealth Managment February 2012 - May 2012
Canaccord Genuity Inc. May 2010 - May 2011
BMO Financial Group July 2003 - May 2010
Gerard Klauer Mattison December 2000 - June 2003
Baseline Financial 1999 - 2000
Skills
Analysis, Trading, Excel, Fidessa, Research, Equity Trading, Word, Sell Side, Equities, Capital, Bloomberg, Trading Systems, Problem Solving, Data Analysis, Capital Markets, Series 7, Venture Capital
Education
Denison University 1995 — 1999
BA, Economics
Cold Spring Harbor high school 1991 — 1995
Ministry of Community and Social Services December 2014 - Present
BMO Financial Group March 2014 - October 2014
eBay Inc November 2012 - February 2014
Bank of Montreal June 2010 - October 2012
Deloitte Canada February 2010 - June 2010
Accenture 2009 - 2010
MTSI, Inc. 2007 - 2008
British Telecom Global Service / Infonet January 2006 - April 2007
Vodafone February 2004 - November 2004
IBM 2002 - 2004
Skills
Siebel, EAI, Requirements Analysis, Enterprise Architecture, Release Management, Informatica, Business Analysis, Oracle, Requirements Gathering, BI Publisher, Integration, CRM, Data Warehousing, EIM, ETL, Solution Architecture, Data Modeling, Quality Assurance, SDLC, Business Intelligence, OBIEE, SOA, Data Migration
Education
De La Salle University 1994 — 1998
Bachelor of Science in Business Administration, Computer Applications
Aviva plc February 2013 - Present
iCreateWeb.ca March 2009 - Present
BMO Financial Group June 2012 - November 2012
Manheim ExportTrader.com September 2011 - April 2012
Skills
Web Development, Front end web designing, HTML 5, CSS, Photoshop, Illustrator, jQuery, Bootstrap, XHTML, JavaScript, CMS, Web Applications, AngularJS, AJAX, DHTML, MySQL, Databases, PHP, XML, Web Services, OOP, Joomla, JSON, HTML5, DOM, PhoneGap, SAS Base, APIs, xcode, Android, Mac, iOS development, Agile Methodologies, sas, ASP.NET, Web Design, HTML, SQL, Microsoft Office, Front-end, Management
Education
Damascus University 1996 — 2002
Mathematics Degrees, Computer Science department
microskills 2009 — 2010
CIW Web Master Designer
SAS
SAS programming Certification, Essentials
Seneca College of Applied Arts and Technology
Programming with Java - level1
Big Data online university 2014 — 2014
Introduction to Data Analysis using R/ Hadoop Fundamentals I - Version 3
ChangeIt® May 2015 - Present
BMO Nesbitt Burns September 2014 - December 2014
BMO Nesbitt Burns January 2014 - April 2014
BMO Financial Group May 2013 - August 2013
Corbett's skis and snowboards September 2009 - December 2012
Skills
Time Management, Teamwork, Team Leadership, Customer Service, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Banking, Microsoft Word, Marketing Communications, Management
Education
Dalhousie University 2012 — 2016
Bachelor of Commerce (B.Com.)- currently studying
InXpress (www.inxpress.com/ca/) November 2013 - Present
su casa homestyle cleaning Ltd October 2013 - Present
BMO Financial Group June 2011 - May 2013
BMO Financial Group April 2009 - May 2011
BMO Financial Group September 2007 - April 2009
BMO Bank of Montreal November 2006 - September 2007
BMO October 2003 - October 2006
Skills
Retail Banking, Banking, Relationship Management, Risk Management, Financial Services, Portfolio Management, Credit Risk, Commercial Banking, Mortgage Lending, Loans, Credit, Management, Change Management, Strategy, Leadership, Performance Management, Training, Coaching, Business Strategy, Team Leadership, Employee Engagement, Strategic Planning, Business Planning, Sales, Leadership Development, Sales Management, Finance, Human Resources, Budgets
Education
Dalhousie University 1998 — 2002
MBA
Grant McEwan College 1987 — 1991
B.A.
Bank of Montreal April 2008 - Present
Bank of Montreal July 2007 - March 2008
BMO Bank of Montreal October 2004 - 2007
BMO Bank of Montreal August 2003 - October 2004
BMO Bank of Montreal January 2001 - August 2003
BMO Financial Group May 1996 - December 2000
Skills
Management, Financial Services, Business Analysis, Requirements Gathering, Banking, Project Management, Team Leadership, Vendor Management, Relationship Management, Risk Management, Portfolio Management, Project Delivery, SDLC, Requirements Analysis, Business Requirements, Process Improvement, Project Planning, Strategy, Change Management
Education
Dalhousie University 1999 — 2003
MBA, Financial Services
McMaster University 1992 — 1996
B Eng, Civil Engineering
BMO Financial Group August 2014 - Present
BMO Financial Group March 2013 - August 2014
BMO Harris Bank March 2012 - March 2013
BMO Financial Corp April 2011 - March 2012
Harris, N.A. February 2008 - March 2011
Harris Bank January 2005 - February 2008
Bank of Montreal 2001 - 2003
Harris N.A. 1995 - 2001
Unisys Canada 1992 - 1995
Skills
Relationship Management, Banking, Integrated Marketing, Risk Management, Management, Product Management, Marketing, Retail Banking, Customer Service, Cash Management, Portfolio Management, Financial Services, Commercial Banking, Treasury Management, Vendor Management, Strategy, Loans
Education
Dalhousie University 1997 — 2001
Master of Business Administration (MBA), Banking and Financial Support Services
Bridgeport Bombers Inc. January 2004 - Present
Bombers Training Academy March 2013 - Present
BMO Financial Group July 2014 - Present
Fitch January 1997 - January 2012
Bank One September 1990 - January 1997
Skills
Marketing Communications, Customer Service, Creative Direction
Education
DePaul University 1986 — 1990
BMO Financial Group June 2013 - Present
Bank of Montreal February 2009 - May 2013
Aspire Systems - Scholastic Inc (Client) February 2008 - January 2009
TCS September 2004 - February 2008
GE Commercial Finance May 2003 - August 2004
Skills
Requirements Analysis, PL/SQL, Testing, Analysis, Deployment, Business Process, Requirements Gathering, Oracle, Java, System Deployment, Software Project..., Business Analysis, Enterprise Architecture, Management, Integration, Java Enterprise Edition, SQL, Software Documentation, SDLC, JSP
Education
Dayalbagh Educational Institute 1999 — 2003
Mechanical Engineering, Sciences
Sherwood College, Naintal 1991 — 1999
BMO Financial Group September 2013 - Present
BMO November 2011 - September 2013
BMO Financial Group November 2010 - February 2012
BMO Financial Group July 2009 - December 2010
Bank of Montreal May 2008 - July 2009
Bank of Montreal June 2007 - May 2008
BMO Financial Group September 2005 - June 2007
BMO Financial Group May 2003 - September 2005
Skills
Employer Branding, Project Management, Strategic Planning, Business Process..., Change Management, Program Management, Management, Onboarding, Relationship Management, Financial Services, Banking, Talent Acquisition, Human Resources, Talent Management, Succession Planning, Leadership, Coaching, Recruiting, Vendor Management, Performance Management, Strategy, Risk Management, Employee Engagement, Governance, Project Planning, CRM, Organizational Design
Education
Dalhousie University 2000 — 2004
MBA, Financial Services
University of Toronto at Scarborough 1986 — 1990
BA, Commerce, Economics
BMO Financial Group March 2014 - Present
BMO Financial Group September 2012 - February 2014
BMO Financial Group 2007 - October 2012
BMO Financial Group 2005 - 2007
Skills
Banking, Portfolio Management, Mutual Funds, Relationship Management, Financial Services, Retail Banking, Risk Management, Mortgage Lending, Credit, Wealth Management
Education
University of Waterloo 2011 — 2012
Master's Certificate Social Innovation, Social Innovation
Dalhousie University 1996 — 1999
MBA, Financial Services
University of Toronto - Victoria University
BA, Sociology + Criminology
BMO Financial Group April 2010 - Present
BMO Capital Markets 2008 - 2010
BMO Capital Markets 2005 - 2008
Commerzbank Capital Markets Corp 1996 - 2005
Manila-New York Travel Center Inc. 1995 - 1996
Asian Development Bank 1991 - 1995
Punongbayan & Araullo 1989 - 1991
Skills
Reconciliation and..., Account Reconciliation, Nostro Reconciliation, Process Control, Internal Controls, Process Efficiency, Operational Risk..., Financial Risk, Risk Assessment, Risk Analysis, Exception Based..., Regulatory Reporting, Auditing, Acquisition Integration, Cross-functional..., Strategic Planning, Change Management, Team Management, Performance Management, Project Management, Management, Financial Services, Leadership, Capital Markets, Financial Analysis, Finance, Banking, Risk Management, Investments, Process Improvement
Education
De La Salle University
Bachelor's Degree, Accounting
BMO Financial Group August 2015 - Present
BMO Financial Group July 2013 - August 2015
CIBC October 2010 - May 2013
CIBC November 2009 - October 2010
TCR March 2008 - October 2009
GE Money January 2005 - March 2008
Allied International Credit 2000 - 2004
Skills
Portfolio Management, Banking, Strategy, Risk Management, Credit, Vendor Management, Call Center, Loans, Credit Cards, Financial Risk, Credit Analysis, Financial Services, Business Analysis, Process Improvement, Relationship Management, Retail Banking, Credit Risk, Financial Analysis, Leadership, Mortgage Banking, Executive Management, Finance, Analysis, Analytics, Business Process..., Operational Risk, Outsourcing, Customer Experience, Team Management, Basel II, Forecasting, Operational Risk..., Call Centers, AML
Education
Delhi University 1993 — 1996
Bachelor of Commerce (B.Com.), Accounting, Economics, Business Studies
St. Xaviers 1987 — 1993
Commerce
BMO Financial Group 2010 - Present
Bank of Montreal 2008 - Present
Bank of Montreal 2003 - Present
Education
Dalhousie
BMO Financial Group September 2014 - Present
BMO Financial Group May 2013 - September 2014
BMO Financial Group July 2011 - May 2013
M&I Bank January 2009 - July 2011
Marshall & Ilsley Bank January 2007 - December 2008
Skills
Loans, Financial Risk, Financial Services, Risk Management, Anti Money Laundering, Finance
Education
Denison University 2001 — 2005
B.A., Economics
Arbonne International October 2012 - Present
BMO Capital Markets November 2013 - August 2014
BMO Financial Group December 2012 - November 2013
BMO Capital Markets September 2009 - November 2012
BMO Capital Markets August 2004 - October 2009
Skills
Capital Markets, Fixed Income, Derivatives, Financial Services, Banking, Relationship Management, Financial Markets, Securities, Trading Systems, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Asset Management, Risk Management, Equities, Strategy, Business Process...
Education
Dalhousie University 2006 — 2010
MBA, Financial Services
University of Toronto 1995 — 1998
BSc, Computer Science
BMO Financial Group August 2013 - Present
BMO Bank of Montreal July 2008 - August 2013
Skills
Banking, Leadership, Relationship Management, Financial Services, Credit, Retail Banking, Mortgage Lending, Consumer Lending, Loans, Credit Analysis, Commercial Banking, Credit Risk, Residential Mortgages
Education
Dalhousie University 1998 — 2002
Master of Business Administration (MBA), Financial Services
BMO Financial Group September 2014 - Present
Bank of Montreal April 2011 - August 2014
BMO Mutual Funds 2005 - April 2011
Skills
Banking, Retail Banking, Operational Risk, Commercial Banking, Relationship Management, Credit Cards, Financial Services, Mortgage Lending, Wealth Management, Mutual Funds, Risk Management, Financial Risk
Education
Dalhousie University 2001 — 2005
MBA
McMaster University 1992 — 1996
Bachelor of Commerce
University of Toronto, School of Continuing Studies
University of Toronto, School of Continuing Studies
BMO January 2015 - Present
BMO Financial Group May 1994 - Present
Skills
Learning Management, Change Management, Performance Management, Banking, Relationship Management, Succession Planning, Financial Services, Retail Banking, Vendor Management, Training Delivery, Team Leadership, Management, Program Management
Education
Dalhousie University 2004 — 2008
MBA, Financial Services
Ryerson University 1988 — 1992
B.B.M., Finance & Accounting
BMO Financial Group February 2011 - Present
Symcor US May 2007 - February 2011
Harris Bank July 1996 - April 2007
Harris N.A. 1996 - 2007
Northern Trust Corporation 1980 - 1996
Northern Trust Bank 1980 - 1996
Skills
Banking, Cash Management, Commercial Banking, Treasury Management, Retail Banking, Financial Services, Relationship Management, Financial Analysis, Payments, Financial Risk, Vendor Management
Education
DePaul University 1981 — 1983
MBA, Finance
DePaul University 1976 — 1980
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Hexaware Technologies July 2015 - Present
BMO Financial Group September 2014 - July 2015
Northern Trust Corporation September 2013 - February 2014
Wells Capital Management April 2013 - September 2013
Hexaware Technologies - Allstate Investments (project) February 2012 - February 2013
Harvest Investments Inc October 2011 - February 2012
JPMorgan Chase July 2011 - September 2011
BMO Capital Markets GKST, Inc November 2010 - May 2011
UBS Global Asset Management April 2010 - October 2010
Northern Trust Global Investments March 2009 - June 2009
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Bonds, Asset Management, Business Analysis, Securities, Quality Center, System Testing, Test Cases, Security APL, SDLC, Trading Systems, Portfolio Management, Options, Business Requirements, Financial Services, Investments
Education
DePaul University
Finance
BMO Financial Group February 2015 - Present
BMO Financial Group August 2014 - February 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2014 - August 2014
J.P. Morgan March 2012 - March 2014
Stafflogix October 2011 - March 2012
Northern Trust October 2008 - April 2010
Northern Trust September 2005 - October 2008
Skills
CRM, Financial Services, Leadership, Management, Program Management, Business Analysis, Project Management, Process Improvement, Relationship Management, Data Analysis, USA PATRIOT Act, Anti Money Laundering, OFAC, Suspicious Activity..., Financial Intelligence, Bank Secrecy Act, Enhanced Due Diligence, Customer Due Diligence, Financial Analysis, Financial Markets, Account Management, Financial Reporting, Program Implementation, Portfolio Management, Requirements Gathering, Capital Markets, Strategy Implementation, Investments, Equities, Strategy, Training, Risk Management, Project Portfolio..., Software Documentation, Time Management, Statistical Data..., Quantitative Research, Quantitative Analytics, Business Process..., Service Implementation, Client Relationship..., Client Interfacing, Volunteering
Education
DePaul University 2012 — 2015
Bachelor of Arts (BA), Finance - Global Business Management
Crane Payment Innovations October 2014 - Present
BMO Financial Group December 2012 - October 2014
BMO February 2011 - December 2012
Interdeal Inc May 2009 - February 2011
Scotiabank 2007 - 2009
Skills
Marketing Strategy, Competitive Analysis, Marketing, Market Research, Social Media, Brand Management, Social Media Marketing, Market Planning, Product Marketing, Business Development, Marketing Communications, Digital Marketing, New Business Development, Sales, Product Management, Email Marketing, Online Marketing, CRM, Online Advertising, Management, Mobile Devices, Strategy, Segmentation, Strategic Planning
Education
Canadian Marketing Association 2013 — 2013
Digital Marketing Certificate
Dalhousie University 2006 — 2009
Bachelor of Commerce, Marketing Management
Humberside
BMO Financial Group May 2014 - Present
BMO Financial Group November 2013 - Present
BMO January 2013 - October 2013
Bank of Montreal February 2011 - October 2013
BMO June 2009 - February 2011
BMO September 2007 - June 2009
BMO April 2005 - September 2007
BMO March 2001 - March 2005
BMO Financial Group 1998 - 2001
Skills
Banking, Mortgage Lending, Wealth Management, Retail Banking, Relationship Management, Branch Banking, Credit, Mutual Funds, Sales, Residential Mortgages, Investment Banking, Financial Services, Portfolio Management, Capital Markets, Loans, Management, Consumer Lending
Education
Dalhousie University 2004 — 2007
mba, mba
Queen's University 1993 — 1998
Bachelor of Arts, Political Studies
CIBC 2011 - Present
CIBC 2007 - 2011
BMO Financial Group 2004 - 2007
BMO Financial Group 1998 - 2003
University of Toronto 1995 - 1998
Skills
Credit Risk, Market Risk, Predictive Modeling, Analytics, Credit Cards, Business Intelligence, Business Analysis, Financial Modeling, Business Strategy, Banking, Database Marketing, Segmentation
Education
Dalhousie University 2002 — 2004
MBA, Finance (wealth management stream)
Saint Petersburg State University
Ph.D, Physical Chemistry
Canadian Red Cross March 2014 - Present
Self-employed 2010 - Present
BMO Financial Group 2000 - 2010
PBSC Computer Training 1995 - 2000
Skills
Instructional Design, Consulting, Project Management, Staff Development, Training, Workshop Facilitation, Team Leadership, Leadership Development, Business Strategy, Talent Management, Leadership, Strategy, Performance Management, Change Management, Organizational..., Management, Public Speaking, CRM, Executive Coaching, Management Consulting, Employee Engagement
Education
University of Toronto - Ontario Institute for Studies in Education 2012 — 2013
Bachelor of Education (B.Ed.), Primary / Junior
Dalhousie University
MBA
Queen's University
B.A., Psychology
Province of Nova Scotia November 2011 - Present
Province of Nova Scotia February 2006 - December 2011
Dalhousie University April 2005 - February 2006
EastLink December 2003 - April 2005
Bank of Montreal January 2001 - September 2003
BMO Financial Group January 1998 - January 2001
Skills
SDLC, Strategic Planning, Relationship Management, Requirements Analysis, Project Planning, Process Improvement, Business Analysis, Analysis, Business Process..., Data Analysis, Financial Analysis, Risk Management, Change Management, Software Project..., Requirements Gathering, Business Intelligence, Management Consulting, Business Process..., Project Management, Program Management, Budgets, Team Leadership, Vendor Management, Integration, Business Process, Business Strategy, Procurement, Coaching, Team Building, Policy, Leadership
Education
Dalhousie University 1997 — 1997
MBA, Finance
University of Prince Edward Island 1992 — 1996
BBA, Finance
BMO Financial Group March 2011 - Present
BMO Financial Group 2005 - March 2011
BMO Financial Group 2002 - 2005
BMO Financial Group 2000 - 2002
De Beers 1997 - 1999
Skills
Project Management, Program Management
Education
Dalhousie University 2004 — 2008
MBA
Queen's University 1993 — 1997
B.Sc. Geological Engineering, Geophysics
BMO Financial Group February 1999 - Present
BMO 1999 - Present
Protec Microsystems September 1997 - January 1999
Skills
DB2, Java, COBOL, WebSphere, Mainframe, JCL, C, z/OS, Software Development, PL/1, CICS, REXX, SQL, Software Design, ISPF, SDSF, RACF
Education
Dawson College 1994 — 1997
DEC, Computer Science
BMO Financial Group April 2011 - Present
Bank of Montreal March 1997 - May 2011
BMO Nesbitt Burns - BMO LIfe February 2005 - October 2006
TD Bank 1988 - 1996
Skills
Mutual Funds, Retail Banking, Mortgage Lending, Credit, Banking, Loans, Credit Risk, Retirement Planning, Investments, Strategic Financial..., Risk Management, Call Center, Relationship Management, Insurance, Business Analysis, Wealth Management, Financial Services, Call Centers, Underwriting, Leadership, Credit Analysis, Consumer Lending
Education
Dalhousie University 2004 — 2009
MBA, Financial Services
York University 1988 — 1992
Honours BA, Double Major: Political Science & Eng.
Etobicoke Collegiate Institute
Etobicoke Collegiate Institute
Etobicoke Collegiate Institute
Munro Consulting Services Inc. March 2015 - Present
BMO Financial Group September 2014 - March 2015
Bank of Montreal July 2011 - March 2012
BMO Financial Group October 2008 - July 2011
BMO Financial Group August 2006 - October 2008
Skills
Credit, Banking, Loans, Retail Banking, Commercial Banking, Team Leadership, Private Banking, Relationship Management, Coaching, Performance Management, Performance Appraisal, Strategic Planning, Business Strategy, Employee Recognition, Time Management, Risk Management, Credit Risk, Financial Analysis, Financial Services, Management
Education
Dalhousie University
Master of Business Administration (MBA)
n/a retired April 2012 - Present
BMO Financial Group December 2002 - March 2012
Skills
Mainframe, Management, Applications, Application Lifecycle..., Project Portfolio..., SDLC, Risk Management, Vendor Management, Requirements Analysis, PMO, Business Analysis, Business Requirements, Requirements Gathering
Education
McGill University 1971 — 1974
BSC, Mathematics
Dawson College 1969 — 1971
BMO January 2013 - Present
BMO February 2012 - December 2012
BMO June 2010 - February 2012
BMO February 2007 - June 2010
BMO Financial Group November 2005 - January 2007
BMO Financial Group July 2003 - November 2005
Skills
Strategy, Leadership, Banking, Risk Management, Credit, Investments, Portfolio Management, Financial Analysis, Change Management, Wealth Management, Credit Risk, Financial Services, Governance, Business Analysis, Retail Banking, Financial Risk, Relationship Management, Corporate Finance, Capital Markets, Commercial Banking, Talent Management, Executive Management, Recruiting, Mergers & Acquisitions, HRIS, Human Resources, Deferred Compensation, Succession Planning, Management, Organizational..., Outsourcing, Onboarding, Employee Engagement, Performance Management, Organizational Design
Education
Dalhousie University 1998 — 2002
MBA
University of Guelph
BA, Sociology
TD October 2014 - Present
BMO Financial Group July 2014 - September 2014
TD Bank June 2012 - June 2014
CGI February 2012 - May 2012
IBM Canada June 2010 - February 2012
Accenture October 2006 - May 2010
WNS Global Services (First Magnus Financial Coporation) November 2005 - September 2006
Steria Group working for Royal Bank of Scotland August 2004 - November 2005
General Electric (GE) June 2002 - July 2004
Skills
PMO, PMP, Project Portfolio..., Project Delivery, IT Strategy, SDLC, ITIL, Vendor Management, IT Service Management, Service Delivery, Solution Architecture, Program Management, Business Analysis, Global Delivery, Business Process..., Requirements Analysis, Integration, Resource Management, Outsourcing, MS Project, IT Outsourcing
Education
Delhi University
B.Sc
Delhi University
MBA, Information Technology
Delhi University
PGDBM, Business Management
BMO Financial Group November 2011 - Present
BMO Financial Group October 2008 - September 2011
Bank of Montreal August 2006 - October 2008
Bank of Montreal April 2003 - August 2006
Bank of Montreal December 2000 - April 2003
Bank of Montreal September 1993 - December 2000
Skills
Process Engineering, Mobile Payments, Emerging Technologies, Risk Management, Change Management, Credit Cards, Banking, PMO, Business Analysis, Relationship Management, Financial Risk, Vendor Management, Financial Services, Program Management, Project Management, Process Improvement, Project Delivery, Business Process...
Education
Dalhousie University 2004 — 2008
MBA, Financial Services
York University - Schulich School of Business 2001 — 2003
Masters Certificate in Project Management, Project Management
York University 1988 — 1992
BA, Commerce & Mathematics
Université de Montréal 1991 — 1991
Bachelor of Arts (BA), Français
CIBC April 2015 - Present
TD March 2013 - March 2015
BMO Financial Group July 2012 - March 2013
Sears Canada 2010 - 2012
IBM Global Business Services 2007 - 2010
Dalian University of Technology 2002 - 2007
Skills
AIX, Websphere, DB2, Apache, Solution Architecture, WebSphere Application..., IBM AIX, SQL, WebSphere MQ, WebSphere Portal, Oracle, JCL, Java, SDLC, Unix, Enterprise Architecture, WebSphere, SOA, Java Enterprise Edition, IBM Mainframe, Requirements Analysis, Mainframe, COBOL, XML, Agile Methodologies
Education
Dalian University of Technology 2004 — 2007
Master, Computer Application Technology
MNC Capital Inc. March 2015 - Present
MTL Capital August 2013 - February 2015
Learning Associates of Montreal September 2012 - June 2013
BMO Financial Group March 2011 - May 2012
McGill University May 2009 - August 2009
The Research Institute of the McGill University Health Centre May 2005 - August 2008
Skills
Direct Sales, Financial Analysis, Accounting, Investments, Financial Modeling, Business Valuation, Private Equity, Corporate Finance, Valuation, Teamwork
Education
CFA Institute
CFA Level 2 Candidate
McGill University 2007 — 2010
BCom, Accounting, Global Strategy
Dawson College 2005 — 2007
DEC, Commerce
Royal West Academy 2000 — 2005
High School Diploma
UNICON International April 2007 - Present
BMO Financial Group 2006 - 2007
BMO Financial Group 2006 - 2007
Skills
.NET, C# 4.0, C#, ASP.NET, ASP.NET MVC, jQuery, CSS, TFS, Entity Framework, WCF, JSON, NHibernate, JavaScript, WF, LINQ, Microsoft SQL Server, Oracle 9i, MSMQ, COM+, HTML 5, Web Services API, knockout.js, XML, SSIS, SSRS, AJAX, Ninject, XAML, XSLT, Scrum, Agile Methodologies, OOAD, Moq, DB2, SharePoint, BizTalk, Visual Studio
Education
Schulich School of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Dalian University of Technology 1989 — 1993
Bachelor of Science (B.Sc.), Computer Science
BMO Financial Group January 2013 - July 2015
Chambre immobilière du Grand Montréal August 2010 - December 2012
Indigo February 2009 - May 2010
Skills
Photography, Art, Portraits, Fine Art, Graphic Design, Microsoft Word, Painting, Customer Service, Microsoft Suite, Internet Explorer, Windows, Mac OS, Adobe Creative Suite, ACCPAC, EPOS, Commercial Connect, Customer connect, Customer Retention, CPLD, Customer Relations, Customer Satisfaction
Education
Dawson College 2004 — 2009
DEC, Photography
BMO Financial Group Area Manager Cental CanaadaBank of Montreal2008 - Present
BMO Bank of Montreal 2002 - 2007
Skills
Residential Mortgages, Mortgage Lending, Banking, Retail Banking, Credit Analysis, Loans, Credit Risk, Credit, Consumer Lending, Relationship Management, Refinance, Commercial Banking
Education
Dalhousie University
Master of Business Administration (M.B.A.)
Erindale
BMO Financial Group April 2006 - Present
ABN AMRO Bank N.V. August 1998 - March 2006
Skills
FX Options, Derivatives, Trading, Portfolio Management, Equities, Investments, Fixed Income, Options, Risk Management, Asset Managment, Structured Products, Capital Markets, Financial Markets, Bonds, Hedging, Market Risk, Asset Management, Bloomberg, Banking, Equity Derivatives, Hedge Funds, Currency, Electronic Trading, Trading Systems, FX trading, Money Market, Series 7, Trading Strategies, Financial Structuring, Credit Derivatives, Proprietary Trading, Equity Trading, Foreign Exchange, Structured Finance, Swaps, Investment Banking, Alternative Investments, Commodity, Emerging Markets, Wealth Management, Securities, Interest Rate..., Financial Modeling, Equity Research, Prime Brokerage, Market Data, Middle Office, Quantitative Finance, Treasury Management, Credit
Education
DePaul University 1989 — 1993
Economics
HOLY CROSS HIGH SCHOOL RIVER GROVE, IL 1985 — 1989
BMO Financial Group 2006 - Present
Education
Dalhousie University 2008 — 2012
Master of Business Administration (MBA), Finance and Financial Management Services
Roosevelt University
BMO Financial Group September 2015 - Present
Integrated Merchandising Systems, LLC May 2015 - September 2015
Integrated Merchandising Systems, LLC February 2014 - April 2015
Integrated Merchandising Systems, LLC October 2012 - February 2014
Integrated Merchandising Systems, LLC March 2012 - October 2012
Skills
Forecasting, Account Reconciliation, Financial Reporting, Microsoft Excel, Financial Analysis, Account Management, Accounts Payable, JD Edwards, Journal Entries, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Accountancy (MACC), Accounting
DePaul University 2006 — 2011
Bachelor's degree, Accounting and Finance