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 February 2015 - Present
BMO Financial Group January 2014 - February 2015
BMO Financial Group May 2011 - January 2014
BMO Financial Group June 2010 - May 2011
BMO Financial Group April 2008 - June 2010
BMO Financial Group April 2007 - June 2008
BMO Financial Group September 2006 - April 2007
BMO Financial Group September 2005 - September 2006
BMO Financial Group September 1999 - September 2005
Skills
Mutual Funds, Banking, Relationship Management, Retail Banking, Customer Service, Financial Services, Loans, Credit, Portfolio Management, Commercial Banking, Mortgage Lending, Residential Mortgages, Investments, Credit Cards, Commercial Lending, Small Business Lending, Performance Management, Consumer Lending, Credit Risk, Learning Management, Training, Training Delivery, Management
Education
Durham College 2001 — 2003
Advertising
First Midwest Bank August 2014 - Present
Silicon Valley Bank June 2012 - August 2014
Fifth Third Bank February 2009 - June 2012
BMO Financial Group April 2006 - September 2008
CapitalSource June 2003 - April 2006
GE Capital January 2001 - June 2003
Ungaretti & Harris LLP August 1999 - January 2001
JPMorgan Chase May 1994 - August 1999
Skills
Asset Based Lending, Credit, Commercial Lending, Business Analysis, Business Strategy, Buyouts, Cash Flow Lending, Credit Analysis, Commercial Banking, Corporate Finance, Corporate Law, Financial Analysis, Financial Structuring, Healthcare, Leadership, Leveraged Finance, Mergers & Acquisitions, middle market, Portfolio Management, Private Equity, Public Finance, Restructuring, Risk Management, Team Leadership, Team Management, Underwriting, Venture Capital, Finance, Structured Finance, Loans, LBO, Financial Risk, Banking, Credit Risk
Education
DePaul University College of Law
JD
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Wisconsin-Parkside
BS, Finance and Economics
The University of British Columbia September 2015 - Present
Vancity May 2015 - Present
VGH & UBC Hospital Foundation December 2014 - May 2015
BMO Financial Group September 2012 - April 2015
Alliance Lex Corporation - Legal Services July 2012 - September 2012
LE CHÂTEAU September 2008 - November 2010
Skills
Team Leadership, Time Management, Strategy, Critical Thinking, Management, Project Management, Training, Analysis, Management Consulting, Communication, Data Analysis, Leadership Development, Team Building, Business, Coaching, Social Media Marketing, Nonprofits, Organization Skills, Problem Solving, Team Management, Microsoft Word, Project Coordination, Client Liason, People Skills, Customer Service
Education
Sauder School of Business
Master of Management (M.M.), Options in: International Business, Finance, 3.9
EDHEC Business School
International Business - Globalising Europe (Study Abroad)
The University of British Columbia
Bachelor of Arts (B.A.), History, Minor in Asian Languages and Culture, 3.8
Lazard 2012 - Present
Scotia Waterous 2007 - 2012
BMO Financial Group 2001 - 2007
Skills
Mergers & Acquisitions, Capital Raising, Oil & Gas: Exploration..., Corporate Finance, Capital Markets, Non-profit Boards, Investment Banking, Private Placements, Valuation, Business Valuation, M&A experience, Private Equity, Financial Structuring, LBO, Management, Finance, Due Diligence, Energy, Investments, Financial Modeling, Financial Analysis, Structured Finance
Education
Duke University
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance
BMO Financial Group September 2014 - Present
Conglomerates, LLC January 2011 - Present
BMO Harris October 2013 - 2014
The Salem Group October 2013 - 2014
Weldon Enterprises September 2006 - January 2012
Proviso Township Business Association January 2005 - September 2008
United Faith M.B. Church January 2005 - September 2008
Brooke Financial Inc June 2006 - January 2008
Chicagoland Mortgage Services, Inc October 1999 - November 2004
Skills
Technical Management, Blueprint Reading, Project Management, Site Planning, Site Management, Electrical..., Electrical Design, Electrical Contracting, Project Bidding, PowerPoint, Microsoft Office, Commercial Banking, Residential Mortgages, Consulting, Sales Presentations, Sales, Community Outreach, Real Estate, Mortgage Lending, Management, Account Management, Residential Homes, Training, Video Production, Leadership, Public Speaking, Strategic Planning, Team Building, Customer Service, Social Networking, Business Development, Marketing, Entrepreneurship
Education
DeVry University-Illinois 2013 — 2014
BSTM, Project Management, Junior
Coyne College 2011 — 2013
AAS, Electrical Construction & Planning
Feb 2005 Illinois Department of Professional 2005 — 2005
Loan Originator, Residential Mortgage Banking
BMO Financial Group September 2014 - Present
JD Irving March 2012 - August 2014
Irving Oil March 2011 - March 2012
J.D.Irving Limited May 2010 - July 2010
Kanbay Software (India) Pvt. Ltd. (Now Capgemini) March 2004 - December 2006
Skills
Business Intelligence, Requirements Gathering, Business Analysis, Cognos, SQL, Process Improvement, Analysis, Project Planning
Education
University of New Brunswick 2010 — 2011
MBA
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2000 — 2003
Master of Computer Applications
Devi Ahilya Vishwavidyalaya 1996 — 1999
Bachelor of Science, Computer Science
BMO Financial Group July 2013 - Present
Lady Tais Fashion House March 2013 - September 2014
Quantum Management Services Ltd. August 2012 - March 2013
Beauty Connexion/ Pure Communications September 2011 - February 2013
Booster Juice Eastern Canada Division November 2010 - June 2012
Boston Pizza 2008 - 2010
Skills
Writing Skills, Event Planning, Campaign Development, Media Relations, Press Releases, Publicity, Public Relations, Social Media Marketing, Sponsorship, Marketing Communications, Social Media, Event Management, Social Networking, Blogging, Trade Shows, Advertising, Newsletters, Facebook, Strategic Communications, Internal Communications, Digital Marketing, Copywriting, Marketing, Management, Integrated Marketing
Education
Durham College 2004 — 2006
Advanced Diploma, Public Relations
G&F Financial Group October 2015 - Present
Canadian Western Bank June 2015 - September 2015
BMO Financial Group June 2014 - May 2015
National Bank Financial July 2013 - August 2013
CIBC April 2012 - September 2012
Subway July 2008 - September 2011
VANOC January 2010 - February 2010
Skills
Customer Service, Financial Services, Investments, Financial Analysis, Teamwork, Portfolio Management, Banking, Microsoft Office, Bilingual-Chinese, Canadian Securities..., Strategic Financial..., Credit Analysis
Education
Douglas College 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, 3.00 GPA
Ocean University of China 2004 — 2008
Bachelor's Degree, Mathematics and Applied Mathematics
BMO Financial Group January 2014 - Present
Huntington Equipment Finance November 2010 - December 2013
Key Equipment Finance December 1987 - November 2010
Skills
Commercial Lending, Loans, Syndications, Asset Based Lending, Portfolio Management, Finance, Sales, Credit Analysis, Business Development, Financial Services, Credit, Financial Analysis, Asset Management, Banking, Capital Markets, Commercial Banking, Corporate Finance, Credit Risk, Financial Modeling, Financial Structuring, Insurance, Investments, Relationship Management, Leadership, Risk Management, Small Business Lending, Structured Finance, Valuation
Education
Framingham State College 1981 — 1983
B.A. Economics, Economics
Drew University 1979 — 1981
Cushing Academy 1977 — 1978
Needham High School 1975 — 1977
45 Degrees - Groupe Cirque du Soleil May 2015 - August 2015
Créations Gravité January 2011 - August 2014
Negotium Technologies Inc August 2013 - November 2013
BMO Financial Group August 2011 - May 2013
La Vie En Rose April 2010 - July 2011
Skills
Customer Service, Team Leadership, Respect, Innovation, Organizational..., Quality Control, Communication Skills, Banking, Project Management, Microsoft Office, French, Marketing Strategy, Marketing, Teamwork, PowerPoint
Education
École des sciences de la gestion (ESG UQAM) 2014 — 2016
Maîtrise en Gestion de Projets
Université du Québec à Montréal 2010 — 2013
Bachelor of Business Administration (BBA), Commerce international
École National d'Administration Publique
Commercer dans un monde multipolaire
BMO Financial Group 2013 - Present
Northern Trust 2007 - 2012
Skills
SAP Accounting, Portfolio Accounting, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Lotus Notes, Management Reporter, Fundmaster, Information Management..., Portfolio Performance..., Inquiry On Line, Global Investment..., Allocations, PowerPoint, Portfolio Management
Education
Eastern Illinois University
Bachelor of Arts (BA), Economics
PwC August 2015 - Present
BMO Financial Group December 2014 - July 2015
Littelfuse May 2014 - November 2014
DePaul University Career And Money Management June 2013 - June 2014
DANK Haus German American Cultural Center May 2013 - August 2013
Skills
SAP BW, Tableau, Quality Assurance, SAP ERP, SAP Netweaver, Microsoft SQL Server, Pricing Analysis, R, SAS, Relational Databases, DBMS, Analytics, Microsoft Excel, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Access, Business Strategy, QuickBooks, Business Analysis, Data Analysis, Analytical Skills, Strategic Financial..., Financial Modeling, Investments, Forecasting, Banking, Risk Management, Investment Policy..., Microsoft Visual Studio..., Python, Strategic Planning, Portfolio Management, Analysis, Management, Financial Statement..., GAAP, Variance Analysis, Corporate Finance, Credit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Science (M.S.), Computational Finance (Financial Engineering) Graduated with Distinction
Northeastern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance, Magna cum laude
BMO Financial Group September 2013 - Present
Bank of Montreal August 2011 - Present
Bell Canada May 2010 - August 2011
Bell Canada May 2008 - March 2010
A.D Travel January 2007 - June 2007
Skills
Management, Sales, Analysis, Customer Service, Banking, Investments, Customer Retention, Equities, Trading, Mutual Funds, Customer Experience, Databases, Financial Analysis
Education
Canadian Securities Institute 2013 — 2014
Personal Financial Planner (PFP®), Wealth Management, Financial Planner
Université du Québec à Montréal 2007 — 2010
Bachelor of Business Administration (B.B.A.), In Finance
École des sciences de la gestion (ESG UQAM) 2007 — 2010
Bachelor's Degree, Finance, General
Connor, Clark & Lunn Financial Group September 2014 - Present
BMO Financial Group May 2010 - August 2014
Skills
Banking, Customer Service, Team-oriented, Time Management, Finance, Communication Skills, Client Relations Skills, Interpersonal Skill, Economics, Quantitative Analytics, Microsoft Office, Customer Experience, Customer Retention, Operational Efficiency, Sales, Teamwork, Communication
Education
Simon Fraser University 2011 — 2014
Bachelor of Arts (BA), Economics
University of Bath 2013 — 2013
Bachelor of Arts (BA), Economics
Douglas College 2008 — 2010
Diploma, Commerce and Business Administration
Bank of America April 2015 - Present
RBC December 2013 - February 2015
BMO Financial Group April 2011 - December 2013
Great Place to Work Institute December 2010 - April 2011
Best Doctors January 2008 - December 2010
Skills
Digital Marketing, Social Media Marketing, Email Marketing, Social Media, Marketing Strategy, Content Strategy, Online Advertising, Competitive Analysis, Brand Management, SEM, SEO, Content Management, Online Marketing, Marketing Communications, Social Media Measurement, Strategy, Corporate Branding, Project Management, Community Management, Advertising, Blogging, Social Media Monitoring, Social Media Outreach, Digital Branding, Building Brand Awareness, Online Community..., Search Engine..., Search Engine Marketing..., Content Development, Social Media Advertising, Corporate Social Media, Sports Marketing, Facebook, Marketing, Brand Awareness, Team Leadership, Staff Development, Team Management, People Development, Leadership, Management
Education
Trent University 2004 — 2007
Honours BBA, Marketing, Strategic Management, Core GPA 4.6/5.0 Cumulative GPA 4.2/5.0
Durham College 2002 — 2004
Associate’s Degree, Marketing
BMO Financial Group June 2015 - Present
BMO Financial Group October 2012 - June 2015
State Street Global Advisors Ireland March 2011 - April 2012
BNY Mellon March 2010 - March 2011
PNC Global Investment Services December 2006 - August 2008
Skills
Public Speaking, Communication, Numerical Ability, Methodical, Client Relations Skills, Team Leadership, Project Coordination, Mutual Funds, Fixed Income, Corporate Actions, Asset Management, CRM, Portfolio Management, Equities, Trading, Financial Analysis, Securities, Financial Services, Management, Investments, FX Options, Hedge Funds
Education
Dublin Institute of Technology 2002 — 2006
Bachelor of Science (B.Sc.), Business Management
Terenure College 1995 — 2001
BMO August 2014 - Present
BMO Financial Group January 1986 - Present
RBC December 2000 - August 2008
RBC January 1998 - December 2000
Skills
Research, Photoshop, HTML, Budgets, Strategic Planning, Lender, Mutual Funds, Debt Consolidation, Home Equity Lines of..., Second Mortgages, Home Equity, Teamwork, Financial Analysis, Mortgage Lending, Residential Mortgages, Lines Of Credit, Loans, Credit, Credit Analysis, Retail Banking, Mortgage Underwriting, Refinance
Education
Durham College 1983 — 1985
Graphic Design
Port Perry High School 1980 — 1984
Ontario Secondary School Grad Diploma
Richter May 2015 - July 2015
Multi-Prêts Hypothèques October 2013 - November 2014
Triton Digital October 2012 - August 2013
Triton Digital June 2012 - October 2012
BMO Financial Group February 2011 - March 2012
INTRIA November 2009 - August 2010
Trako Media Canada Inc. September 2009 - October 2009
Skills
Microsoft Dynamics NAV, Sage Simply Accounting, Microsoft Excel, Microsoft Word, Outlook, Access, PowerPoint, Teamwork, Customer Service, Lotus Notes, Analysis, Accounting, Banking, Data Entry, Account Reconciliation, Invoicing, Accounts Payable, Comptabilité
Education
École des sciences de la gestion (ESG UQAM) 2013 — 2016
Baccalauréat en sciences comptables
École des sciences de la gestion (ESG UQAM) 2011 — 2013
Certificat en comptabilité générale
Collège supérieur de Montréal 2008 — 2009
DEP
Equitable Bank December 2014 - August 2015
BMO Financial Group August 2014 - November 2014
Rotman Commerce, University of Toronto September 2013 - April 2014
University of Toronto April 2013 - April 2014
University of Toronto September 2011 - April 2014
Hart House Investment Fund, University of Toronto September 2011 - May 2013
University of Toronto April 2012 - April 2013
Cedar Fair Entertainment Company March 2011 - September 2012
Providence Healthcare June 2006 - September 2008
Skills
Teamwork, Microsoft Excel, Microsoft Office, Time Management, Customer Service, Financial Analysis, Team Leadership, Economics, Research, Critical Thinking, Leadership, Corporate Finance, Data Analysis, Public Speaking, Event Planning, Budgets, Finance, Management, Analysis
Education
EDHEC Business School 2015 — 2016
Master’s Degree, Financial Markets
Rotman Commerce - University of Toronto 2010 — 2014
Bachelor of Commerce, Finance & Economics
iQ Management March 2012 - Present
BasicallyIT Inc. March 2012 - 2013
Canadian Pacific March 2009 - March 2012
e-health agency 2008 - 2009
Barclays 2006 - 2008
Rogers Communications February 2002 - August 2006
BMO Financial Group July 1998 - January 2002
CIBC July 1991 - June 1998
KPMG March 1986 - June 1991
Goodman & Carr 1985 - 1986
Skills
Governance, IT Strategy, Business Process..., IT Management, Change Management, Business Analysis, Enterprise Architecture, Risk Management, Process Improvement, Program Management, Process Engineering, Vendor Management, Business Intelligence, Business Transformation, Business Strategy, Strategic Planning, Management Consulting, Disaster Recovery, Integration, PMO, Agile Methodologies, Leadership Development, Cloud Computing, Team Leadership, Project Management, Business Process Design, Outsourcing, Strategy, Data Center, Business Process, IT Service Management, Project Planning, PMP, SDLC, Enterprise Software, Requirements Analysis, ERP, Business Process..., Executive Management, Information Technology, Project Portfolio..., CRM, Solution Architecture, Leadership, SaaS, ITIL, Data Warehousing, Operations Management, Requirements Gathering, Software Project...
Education
University of Toronto - Rotman School of Management 2005 — 2005
Director's Education Program, Corporate Governance
Queen's University 1996 — 1998
MBA, Finance
Durham College 1982 — 1985
Diploma, Legal Administration
BMO Financial Group July 2013 - Present
Bessemer Trust January 2013 - June 2013
Bessemer Trust January 2010 - December 2012
Bessemer Trust October 2005 - December 2009
Skills
Account Management, Client Service Oriented, Communication Skills, Client Liaison, Project Coordination, Wealth Management, Asset Allocation, Financial Advisory, Investment Management, Financial Services, Estate Planning, Analysis, Microsoft Office
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Marketing Strategy and Planning
Miami University 2001 — 2005
Bachelor of Science (B.S.), Marketing Major, International Business Minor
BMO Financial Group January 2012 - Present
BMO Financial Group April 2011 - January 2012
Harris Bank (a part of BMO Financial Group) December 2010 - April 2011
Harris Bank (a part of BMO Financial Group) March 2008 - December 2010
Quebecor World Inc. January 2007 - March 2008
Quebecor World Inc. September 2005 - January 2007
Quebecor World Logistics March 2004 - September 2005
Quebecor World Logistics April 2001 - March 2004
Skills
Marketing Strategy, Integrated Marketing..., Cross-functional Team..., Market Planning, Customer Experience, Advertising, Brand Developement, Acquisition Integration, Department Budgeting, Direct Marketing, Competitive Analysis, Consumer Marketing, B2B, Integrated Marketing, Brand Management, Marketing Communications, Brand Development, Lead Generation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
Illinois State University 1996 — 2000
BS/BA
Québecor Média December 2014 - Present
Cabinet Ledgers Laval August 2014 - Present
BMO Financial Group February 2014 - March 2014
Future Shop May 2009 - December 2013
Skills
Planification..., Service client, Microsoft Office, Comptabilité, Microsoft Word, Leadership, Management, Gestion de projet, Anglais, Travail d'équipe
Education
University of McGill 2013 — 2015
Certificat en Anglais
Université de Sherbrooke 2013 — 2014
Profil CPA Auditeur, CGA,
École des sciences de la gestion (ESG UQAM) 2009 — 2012
Baccalauréat, Sciences Comptables
Publicis June 2015 - Present
BMO Financial Group December 2014 - May 2015
UNION Advertising Canada LP July 2012 - November 2014
Trapeze Media March 2011 - June 2012
Children's Wish Foundation of Canada April 2009 - March 2011
McColl Turner LLP May 2008 - April 2009
Skills
Marketing Strategy, SEO, SEM, Google Analytics (GA), Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Dynamics, Adobe Dreamweaver, Adobe Illustrator, Adobe Fireworks, Benchmarking, Blogging, Google Analytics, Budgeting, Digital Media, Adobe, PowerPoint, Illustrator, Analysis, Social Media Marketing, Social Media, Marketing, Budgets, Digital Marketing, Dreamweaver, Online Marketing, Web Analytics
Education
OCAD University 2014 — 2014
Design Principles Certification
Canadian Marketing Association 2011 — 2011
Certification in Digital Marketing
University of Ottawa 2004 — 2008
B.Comm, Accounting
Durham College 2003 — 2004
Diploma Bus Admin, Marketing
Aimia Inc 2014 - Present
Holt Renfrew 2007 - 2014
Workopolis 2005 - 2007
L'Oréal 2004 - 2004
CIBC 2001 - 2003
BMO Financial Group 2000 - 2001
BMO Financial Group 1998 - 2000
Skills
Digital Marketing, Online Advertising, Marketing Communications, Digital Strategy, Marketing Strategy, Strategic Planning, Integrated Marketing, Fashion, Brand Management, Strategy, Advertising, Social Media, Public Relations, Retail, Leadership, Marketing
Education
York University - Schulich School of Business
MBA, Marketing and Strategic Management
ESSEC Business School
MBA Exchange, Luxury Brand Management
University of Toronto - University of Trinity College
BComm
BMO Financial Group November 2014 - Present
HSBC November 2013 - November 2014
Industrial Bank April 2008 - July 2013
RSM International April 2006 - April 2008
Grant Thornton October 2003 - February 2006
HCL Infosystems August 2003 - October 2003
Skills
IT Audit, Information Security..., ISO 27001, Enterprise Risk..., Internal Controls, PCI DSS, Network Security, Governance, COBIT, Information Security, CISM, Data Security, Security Audits, ITIL, NSA, Operational Risk..., Operational Risk, Risk Management, Penetration Testing, Disaster Recovery, Risk Assessment, NIST, Auditing, Computer Security, Information Technology, Internal Audit, ISMS, Data Analysis, SOX 404, Banking, IT Risk Management, Vulnerability Assessment, CISSP, Business Continuity..., Business Process..., SAS70, CEH, Security Awareness, Vulnerability Management, IT Service Management, COSO, IT Governance, Business Continuity, Incident Management, CISA, Risk Analysis, Third Party Security..., Security, Management
Education
University of Guelph-Humber 2013 — 2014
Network Security
Information and Communications Technology Council (ICTC) of Canada 2013 — 2013
Management and Intercommunication Skills
Laurentian University/Université Laurentienne 2012 — 2012
Certificate in Intercultural Communication for the Canadian Workplace (ICCW)
Institute of Management Accountants 2010 — 2011
Certified Management Accountant, Business/Commerce, General
Doctor Bhim Rao Ambedkar University 1999 — 2003
Bachelor of Engineering, Information Technology
Institute of Banking Studies
Risk Management
Scotiabank March 2013 - Present
STC Construction Group Inc. May 2012 - November 2012
CB Richard Ellis April 2011 - November 2011
BMO Financial Group April 1996 - January 2011
Canada Trust Premises Department 1994 - 1996
Skills
Facilities Management, Contract Management, Project Management, Coaching, Real Estate Development, Property Management, Real Estate, Corporate Real Estate, Real Estate Economics, Vendor Management, Contract Negotiation, Leases, Workplace Design, Financial Modeling, Construction, Negotiation, Business Development, Management, Strategic Planning, Outsourcing
Education
BOMI Institute 1999 — 2005
RPA Designation, Real Estate
Fanshawe College 1983 — 1986
Diploma, Construction Engineering Technology Management
e-roleplay Inc December 2012 - Present
Anderson Sabourin Consulting Inc. April 2008 - Present
Bank of America June 2013 - January 2015
SunTrust Bank 2014 - 2015
The Lubrizol Corporation 2013 - 2015
BT 2013 - 2014
Charles Schwab 2012 - 2014
AFD Petroleum Ltd. 2011 - 2014
BNY Mellon 2011 - 2014
BMO Financial Group February 2008 - 2014
Skills
Capital Markets, Change Management, Strategic Planning, Business Analysis, Equities, Investments, Securities, Portfolio Management, Asset Managment, Financial Services, Business Strategy, Wealth Management, Risk Management, Coaching, Investment Banking, Fixed Income, Program Management, Requirements Analysis, Financial Analysis, Finance, Training, Banking, Strategy, Leadership, Employee Training, Consulting, Mergers & Acquisitions, Financial Risk
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Strategy and Finance
Queen's University 1981 — 1985
B.A. (Hons.), Politics, History and Economics
Duke University
MOOC, Behavioral Economics; Game Theory;
BMO Financial Group August 2014 - Present
Canadian Breast Cancer Foundation October 2012 - August 2014
CCMC July 2011 - November 2012
RONA May 2009 - May 2010
The University of British Columbia September 2006 - May 2009
Skills
Event Management, Public Speaking, Sponsorship, Program Management, Event Planning, Fundraising, Marketing, Marketing Strategy, Sports
Education
ESADE Business School 2010 — 2010
International Business Exchange
The University of British Columbia 2006 — 2010
BComm, Marketing and International Business
BMO Financial Group May 2011 - Present
Manulife Mutual Funds January 2009 - April 2011
AIC 2008 - 2009
RBC Dexia Investor Services October 2007 - July 2008
RBC Direct Investing July 2003 - December 2006
RBC Dominion Securities January 2000 - July 2003
London Life August 1996 - January 2000
Prudential Life Insurance 1996 - 1998
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Securities, Equities, Insurance, AML
Education
Durham College 1984 — 1987
Food & Pharmaceutical Technology, Food & Pharmaceutical Technology (3 yr. Program)
Watt's the Word Communications January 2013 - Present
RBC Investor & Treasury Services April 2014 - April 2015
BMO Financial Group August 2011 - May 2012
Bank of Montreal January 2001 - August 2011
Universal Music Group October 1985 - January 1999
Skills
Internal Communications, Strategic Communications, Editing, Microsoft Office, Adobe Acrobat, Newsletters, Business Partner..., Press Releases, Photoshop, Corporate Communications, Media Relations, Strategy, Creative Writing, Change Management, Building Relationships
Education
Durham College
Continuing Education: Social Media and Society, PowerPoint, Excel
Fanshawe College
Music Industry Arts, Recorded Music Production
University of Guelph
Completed two years of four-year program, Environmental Biology
York Mills Collegiate
BMO Financial Group February 2014 - Present
Aimia Inc May 2012 - February 2014
Aimia Inc October 2010 - October 2012
Carlson Marketing Group November 2008 - October 2010
Carlson Marketing Group July 2006 - November 2008
Carlson Marketing Group August 2003 - July 2006
Carlson Marketing Group May 1999 - August 2003
Skills
Information Architecture, User Experience, Email Marketing, Mobile Devices, Strategy, Program Management, Management, Project Planning, Digital Strategy, User Interface Design, Digital Marketing, Integrated Marketing, Mobile Marketing, Loyalty Marketing, Mobile Internet, Interactive Marketing, Web Development, Online Marketing, CRM, Social Media Marketing, E-commerce, Leadership, Mobile Applications, CSS, Business Intelligence, Interactive Advertising, Agile Methodologies
Education
Durham College 1997 — 1999
Business Marketing, Information Systems
BMO Financial Group March 2015 - Present
East Coast Hockey League September 2014 - Present
Ontario Hockey League August 2011 - Present
Ontario Hockey Association September 2009 - Present
Investors Group December 2013 - February 2015
Pro Hockey Life Sporting Goods Inc. June 2012 - December 2013
Canadian Junior Golf Association March 2013 - September 2013
LEGACY Global Sports April 2010 - May 2013
Durham College September 2011 - April 2013
Durham College July 2008 - August 2011
Skills
Sports, Press Releases, Adobe Creative Suite, Customer Service, Social Media, InDesign, Teamwork, PowerPoint, Leadership, Microsoft Word, Event Planning, Communication
Education
Durham College 2009 — 2013
Diploma, Journalism
Durham College 2008 — 2009
Certificate, General Arts & Science
BMO Financial Group March 2010 - Present
RBC Capital Markets November 2002 - March 2010
JPMorgan Chase March 2000 - November 2002
Lehman Brothers October 1997 - March 2000
McDermott Will & Emery September 1995 - October 1997
Sutherland Asbill & Brennan LLP September 1994 - September 1995
Skills
Banking, Fixed Income, Derivatives, Product Management, Financial Services, Sales, Sales Management, Structured Products, Structured Notes, Hedge Funds, Alternative Investments, Financial Markets, Equities
Education
Emory University School of Law 1991 — 1994
Juris Doctor (J.D.), Law
Princeton University 1987 — 1991
Bachelor's Degree, Politics
Freedom 55 Financial July 2015 - Present
DAVIDsTEA November 2014 - Present
Mcmr May 2014 - January 2015
Wilfrid Pasta Bar February 2013 - December 2014
BMO Financial Group June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Service client, Travail d'équipe, Team Spirit, Teamwork, Microsoft Powerpoint, Customer Service, Finance d'entreprise, Access, PowerPoint, Microsoft Access, Finance, French, English, Sens de l'organisation
Education
École des sciences de la gestion (ESG UQAM) 2013 — 2015
Bachelor of Business Administration (B.B.A.), Administration et gestion des affaires, général concentration finance
Université du Québec à Montréal / UQAM 2011 — 2013
Baccalauréat, Actuariat
École des sciences de la gestion (ESG UQAM) 2010 — 2012
Baccalauréat, Business Administration and Management, General
Collège Montmorency 2007 — 2010
Préuniversitaire (DEC), Sciences humaines (profil gestion des organisations)
First Midwest Bank December 2014 - Present
BMO Financial Group November 2012 - December 2014
Chase October 2006 - October 2012
Skills
Certified Financial..., Wealth Management, Retirement Planning, Financial Planning, Investments, Retirement, Asset Allocation, Portfolio Management, Series 7, Series 63, Series 66, Series 6, Mutual Funds, Banking, Fixed Annuities
Education
Northwestern University 2012 — 2013
Certified Financial Planner Education Program
Dominican University 2001 — 2004
Bachelor's degree, Biology and Chemistry
BMO Financial Group July 2013 - Present
Bank of Montreal August 2010 - July 2013
Bank of Montreal August 2009 - 2010
Bank of Montreal May 2008 - September 2008
Bank of Montreal April 2003 - May 2007
Sea Jewels September 2001 - September 2005
Glebe House School September 2004 - June 2005
Skills
Loans, Investments, Banking, Residential Mortgages, Program Facilitation, Financial Planning, Coaching, Strategic Financial..., Portfolio Management, Credit, Finance, Mortgage Lending, Relationship Management, Credit Risk, Leadership, Retail Banking, Financial Analysis, Credit Analysis, Sales, Financial Services, Management, Equities, Mutual Funds, Risk Management, Customer Satisfaction, Commercial Lending, Wealth Management, Customer Service, Consumer Lending, Financial Advisory, Financial Risk, Retirement Planning, Strategy
Education
Queen's University 2012 — 2013
MBA
The University of Western Ontario - King's University College 2005 — 2009
Bachelor of Management and Organizational Studies, Honors, Psychology and Management
Dongbei University of Finance and Economics 2006 — 2006
Organizational Behaviour
Saunders SS 2000 — 2004
OSSD
BMO Financial Group October 2014 - Present
HSBC June 2014 - October 2014
HSBC October 2013 - June 2014
Douglas College April 2012 - August 2013
Skills
Portfolio Management, Mutual Funds, Retail Banking, Relationship Management, Mortgage Lending, Customer Service, Finance, Financial Services, Retirement Planning, Personal Financial..., Investments, Banking, Investment Advisory, Warm Calling, Consumer Lending, Marketing Communications, Sales Operations, Direct Sales, Client Development, Teamwork, Leadership, Time Management, Loans
Education
Douglas College 2009 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
BMO Financial Group June 2013 - Present
Skills
Mutual Funds, Financial Advisory, Strategic Planning, Business Strategy, Student Affairs, Market Analysis, Strategic Financial..., First Aid, Credit Analysis, Business Development, Financial Planning, Business Process..., Account Management, Financial Services, Financial Risk, Finance, Entrepreneurship, Small Business, Cross Selling, Networking, Crédits hypothécaires, Consolidation
Education
École des sciences de la gestion (ESG UQAM) 2014 — 2015
Certificate, Financial Planning
Université du Québec en Outaouais 2013 — 2014
Certificate, Business Management
Cégep Ste-Foy 2012 — 2012
A.E.C., Financial Security Advisoring
Cégep Saint-Jean sur Richelieu 2009 — 2011
D.E.C., Management Accounting
BMO Financial Group March 2015 - Present
Delta Hotels April 2008 - March 2015
Holiday Inn Select Montreal (IHG) May 2007 - April 2008
Tekakwitha Camp 1999 - 2004
Skills
Hospitality Management, Hotels, Hospitality, Employee Management, French, Public Relations, Tourism, Operations Management, Guest Service Management, Cost Control, Labor Control, Team Mobilization, Complaint Management
Education
Université du Québec à Montréal 2005 — 2008
Bachelor in Management, Hotel & Tourism
École des sciences de la gestion (ESG UQAM) 2005 — 2008
Bachelor of Business Administration (B.B.A.), Bachelor in Management, Hotel & Tourism
College Merici Quebec 2002 — 2005
Restaturant & Food Services Management
Emily Carr Public School January 2013 - June 2013
Christie Digital Systems 2011 - 2013
BMO Financial Group 2011 - 2012
KidsCan 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Time Management, Public Speaking, Research, Event Planning, PowerPoint, Psychology, Leadership
Education
Fanshawe College 2012 — 2013
Bachelor's Degree, Social Service Worker
University of Waterloo 2006 — 2011
Bachelor's Degree, Social Developmental Studies
BMO Financial Group September 2013 - Present
Dynamic Tours Inc. October 2013 - March 2015
Bank of Montreal April 2013 - October 2013
BMO Bank of Montreal March 2013 - October 2013
Bank of Montreal March 2012 - March 2013
Outside In Greenery Designs May 2011 - November 2012
London Housing Registry September 2011 - March 2012
The University of Waterloo September 2010 - December 2010
Haldimand County April 2009 - September 2009
Skills
Graphic Design, Urban Planning, Adobe Creative Suite, GIS, Microsoft Office, Mentoring, Social Networking, Photography, Qualitative Research, Teamwork, Business Writing
Education
Fanshawe College 2011 — 2012
Business Entrepreneurship/Graphic Design
University of Iowa 2010 — 2011
India Winterim Study Abroad
University of Waterloo 2007 — 2011
BES, Urban Planning
Henry's School of Imaging 2010 — 2010
Photography
BMO Financial Group October 2013 - Present
Dykema Gossett PLLC January 2011 - October 2013
Sperling & Slater, P.C. September 2008 - January 2011
Katten Muchin Rosenman LLP September 2006 - September 2008
Professor Laurence H. Tribe April 1994 - August 2003
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Legal Writing, Class Actions, Appeals, Bankruptcy, Securities Regulation, Arbitration, Legal Assistance, Corporate Governance, Criminal Law, Internal Investigations, Employment Law, Torts, Securities, Trade Secrets, Mediation, Securities Litigation, Courts
Education
Harvard Law School 2003 — 2006
J.D.
Emerson College 1990 — 1993
BSSP, Political Science, Communications and Law
Northeastern University 1987 — 1990
Bachelors of Science and Speech (BSSp), Communication, Political Science, Law
John Hersey High School 1983 — 1987
BMO Financial Group September 2013 - Present
BMO Harris Bank April 2011 - Present
AMCORE now Harris N.A January 2006 - April 2011
Congregation Shaarai Zedek January 2004 - January 2006
Fifth Third Bank January 2001 - January 2003
Skills
Banking, Credit, Small Business Lending, Coaching, Budgets, Loans, Risk Management, Training, Underwriting, Leadership, Retail Banking, Customer Service, Cross Selling, Team Building, Lines Of Credit, Wealth Management, Mortgage Banking, Financial Analysis, Portfolio Management, Management, Mortgage Lending, Loan Origination, Consumer Lending, Investments, Branch Banking, Financial Services, Relationship Management, Sales, Treasury Management, Series 7, Refinance, Finance, Credit Cards
Education
Eckerd College
B.A, Human Development
BMO Financial Group October 2014 - Present
BMO Capital Markets December 2010 - October 2014
CFA Institute December 2009 - June 2011
BMO Financial Group June 2009 - December 2010
Bank of Montreal August 2003 - August 2007
Universite de Sherbrooke April 2003 - August 2003
Skills
Commercial Banking, Entrepreneurship, Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Banking, Mergers, Investment Banking, Capital Markets, Risk Management, Credit, Mergers & Acquisitions, Finance, Investments, Analysis, Financial Services, Financial Risk, Leadership, Due Diligence
Education
Fudan University 2007 — 2009
MBA, International MBA
IE (Instituto de Empresa) 2008 — 2008
MBA
Université de Sherbrooke 2000 — 2003
BAA, Business Administration, concentration in management
American Express September 2014 - Present
American Express March 2013 - September 2014
American Express April 2011 - March 2013
American Express June 2008 - April 2011
American Express January 2004 - June 2008
BMO Financial Group July 2002 - November 2003
Woodbine Entertainment Group April 2001 - November 2003
RBC September 2000 - July 2002
Skills
CAMS, Consumer Practices, Certified Anti-Money..., UDAAP, Compliance Testing, Data Analysis, Analysis, Financial Services, Credit Cards, Risk Management, Regulatory Reviews, Compliance, Credit, Gap Analysis, Time Management, Organizational..., Business Analysis, Process Improvement, Governance, Testing, Analytics, Finance, Business Requirements, Leadership, Banking, Financial Risk, Management
Education
Institute of Certified Bankers
CRCM - Certified Regulatory Compliance Manager, Compliance
American Bankers Association (ABA)
National Compliance School, Compliance
Association of Certified Anti-Money Laundering Specialist (ACAMS)
CAMS - Certified Anti-Money Laundering Specialist, AML
Nova Southeastern University 2007 — 2009
Master of Science (M.S.), Leadership and Human Resources
Florida International University - College of Business 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Seneca College of Applied Arts and Technology 2000 — 2002
General Business, Business, Management, Marketing, and Related Support Services
BMO Financial Group November 2010 - Present
Education
École des sciences de la gestion (ESG UQAM) 2000 — 2003
Executive MBA, Services Financiers
Institut québecois de la planification financière 1997 — 1998
Planificateur financier, Planification financière
Manulife Financial April 2013 - Present
Deloitte Consulting 2011 - 2013
BMO Financial Group 2007 - 2011
Aviva Canada 2004 - 2007
Cap Gemini 2003 - 2003
Watson Wyatt Worldwide 2001 - 2002
Skills
Business Strategy, IT Strategy, Business Transformation, Program Management, Product Management, Marketing, Operations Management, Financial Services, Strategy, Business Analysis, Project Management, Management, Leadership, Consulting
Education
Schulich School of Business - York University
Master of Business Administration (MBA), Strategy & Finance
Essec Business School Paris
Master of Business Administration (MBA) Exchange
Ryerson University
Bachelor of Commerce (B.Com.), Management and Entrepreneurship
RBC June 2013 - Present
BMO Financial Group May 2010 - May 2013
Deloitte Canada September 2007 - May 2010
Deloitte Ireland May 2007 - July 2007
Deloitte Canada May 2006 - August 2006
Trade Commission of Mexico, Bancomext May 2005 - July 2005
Education
University of Waterloo 2008 — 2010
Masters, Taxation
York University - Schulich School of Business 2003 — 2007
Honrs iBBA, Major: Accounting. Minor: French
IECS - The Strasbourg Graduate School of Management 2006 — 2006
Institute of Chartered Accountants of Ontario
CA
BMO Financial Group 2014 - Present
B.P. Electric Motors September 2006 - Present
Orbitz Worldwide 2014 - 2014
Orbitz Worldwide 2013 - 2014
Orbitz Worldwide 2012 - 2013
Orbitz Worldwide 2012 - 2012
MicroNet Systems 2006 - 2011
Skills
Information Security, Risk Management, Security Policy, Network Security, Cisco IOS, System Administration, Active Directory, Servers, Troubleshooting, Microsoft Exchange, DHCP, Virtualization, Cisco Technologies, Windows Server, Blackberry Enterprise..., VMware, Data Center, Disaster Recovery, Hardware, Security, Archer, Microsoft Office, Policy Analysis, Windows XP, Windows 8, Windows 8.1, Windows 7, Windows 2000, Windows, VirtualBox, SCCM, RSA SecurID, Blackberry OS, Palm OS, Windows Mobile
Education
DePaul University
Bachelor of Science (B.S.), Network Technologies (Security Concentration), 3.86 GPA
Harper College
Associate of Science (AS)
Buffalo Grove High School 2002 — 2006
High School
BMO Harris Bank Senior Vice President & Head, BMO Harris Private BankingBMO Financial GroupFebruary 2012 - February 2014
BMO Financial Group April 2007 - February 2012
TD Financial Group January 2000 - January 2007
Skills
Retail Banking, Commercial Banking, Customer Experience, Call Center, Call Centers, Credit, Coaching, Banking, Wealth Management, Lines Of Credit, Financial Services, Mortgage Lending, Change Management, Mergers & Acquisitions, Leadership, Risk Management, Loans, Commercial Lending, Credit Analysis, Relationship Management, Credit Risk, Mutual Funds, Portfolio Management, Small Business Lending, Credit Cards, Residential Mortgages, Commercial Mortgages, Private Banking, Financial Risk
Education
Harvard Business School 2012 — 2012
Advanced Management Program
University of Michigan 1999 — 1999
Executive Human Resources Program
Duke University 1995 — 1995
Executive Management Program
BMO Financial Group June 2011 - Present
BMO Financial Group November 2009 - May 2011
BMO Financial Group 2011 - 2011
3M January 2008 - May 2009
First Global Bank Limited January 2005 - December 2007
First Global Bank Limited April 2003 - December 2004
National Commercial Bank Jamaica Limited (NCB) November 2001 - March 2003
National Commercial Bank Jamaica Limited (NCB) October 1994 - May 1998
Skills
Change Management, Banking, Business Analysis, Coaching, Project Management, Customer Service, Management, Team Leadership, Microsoft Excel
Education
Florida International University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of the West Indies 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Shortwood Teachers' College 1998 — 2001
Diploma - Teacher Education, Secondary Education and Teaching
Coldwell Banker Residential Brokerage Lake Forest May 2015 - Present
Ehlert Financial Group, Inc. July 2014 - October 2014
Merrill Lynch July 2013 - July 2014
BMO Financial Group November 2010 - November 2012
BMO Financial Group July 2006 - November 2010
Northern Trust March 2000 - September 2004
Northern Trust 1993 - 2000
Skills
Wealth Management, Financial Planning, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Leadership, Client management, Marketing, Training, Management, Sales, Financial Services, Wealth Management..., Banking, CRM, New Business Development, Sales Management, Investment Management, High Net Worth..., Finance, Insurance, Relationship Management, Series 7, Private Banking, Wealth, Mutual Funds, Retirement, Investment Advisory, Investment Strategies, Securities, Retirement Planning, Small Business, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1998
MBA, Marketing and Finance
Southern Methodist University
BA, Liberal Arts - Economics
Radio-Canada May 2015 - Present
Radio-Canada 2011 - 2015
Statistics Canada 2011 - 2011
BMO Financial Group 2010 - 2010
Skills
Finance, Financial Analysis, Budgeting & Forecasting, Financial Forecasting, Budgets, Organization Skills, Management, Interpersonal Skills, Sales Analysis, Sales Operations, SAP, SAP BW, Microsoft Office, Microsoft Excel, Cognos, Query Studio, English, French, Teamwork, Customer Service, Operation Efficiencies, Employee Training
Education
École des sciences de la gestion (ESG UQAM) 2005 — 2009
Baccalauréat en administration des affaires, Administration et finance
Cégep du Vieux Montréal 2002 — 2005
Administration
BMO Financial Group April 2015 - Present
Scotiabank April 2014 - April 2015
Scotiabank April 2013 - April 2014
Scotiabank May 2012 - May 2013
Future Shop November 2011 - January 2012
Real Mortgage Associates January 2011 - January 2012
Skills
Refinance, Mortgage Lending, Real Estate, Financial Analysis, Residential Mortgages, Commercial Mortgages, Credit, Customer Service, Negotiation, Banking, Loans, Sales, Home Equity Lines of..., Finance, Mortgage Banking, Strategic Financial..., Financial Planning, Investments
Education
Fanshawe College
BMO Financial Group November 2014 - Present
BMO Harris Bank July 2013 - November 2014
BMO Harris Bank August 1996 - July 2013
Old Kent Financial Corporation September 1989 - July 1996
Sefton & Associates 1986 - 1989
Education
University of Wisconsin-Madison - School of Business 1994 — 1996
Graduate School of Banking
Ferris State University 1983 — 1987
B.S., Business, Major in Marketing
BMO Financial Group February 2015 - Present
Laurentian Bank January 2014 - February 2015
Laurentian Bank July 2011 - January 2014
Rogers Communications May 2007 - March 2011
Skills
Credit, Retail Banking, Mortgage Lending, Mutual Funds, Credit Analysis, Banking, Loans, Residential Mortgages, Portfolio Management, Financial Advisory, Financial Services, Finance, Retirement Planning, Insurance, Credit Cards, Branch Banking, Cross Selling, Investments, Syndicated Field, Management, Customer Service, Sales, Teamwork
Education
École des sciences de la gestion (ESG UQAM) 2007 — 2011
Bachelor's Degree, Finance, General
EM Strasbourg Business School 2010 — 2011
York University September 2011 - Present
Celestica Inc March 1999 - December 2010
BMO Financial Group 1998 - 1999
National Iranian Oil Company 1996 - 1998
Songur 1995 - 1996
Girne American University 1994 - 1995
Skills
SAP, Microsoft Office, Accruals, Account Reconciliation, Lotus Notes, Payroll, Variance Analysis, Khalix, Transfer Pricing, Sarbanes-Oxley Act, Forecasting, Financial Analysis, Accounts Payable, Budgets, Business Planning, Finance, Microsoft Excel, Strategic Financial..., Accounts Receivable, Corporate Finance, Financial Planning, Accounting, Financial Forecasting, Teamwork, Customer Service, Process Improvement, Analysis
Education
Eastern Mediterranean University 1990 — 1994
BBA, Business Administration
Emily Carr University of Art and Design September 2015 - Present
Entro Communications July 2015 - July 2015
Emily Carr University of Art and Design January 2015 - April 2015
Emily Carr University of Art and Design September 2014 - April 2015
BMO Financial Group May 2014 - October 2014
Rogers Communications May 2013 - May 2014
Unisource Canada September 2013 - April 2014
Toronto Police Service January 2011 - August 2013
IKEA Group August 2010 - August 2013
Canada Goose Inc June 2011 - August 2011
Skills
Adobe Creative Suite, Graphic Design, Layout, Posters, Brochures, InDesign, Typography, Public Speaking, Graphics, Magazines, Adobe Digital..., Illustrator, Art, Photoshop, Publishing, Photography, Web Design, Art Direction, Pre-press, Editorial, After Effects, FileMaker, HTML, CSS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Keynote
Education
Emily Carr University of Art and Design 2014 — 2016
Master of Design
York University 2011 — 2014
Bachelor of Design (Honours) Degree, Graduated on Dean's Honour Roll
Seneca College of Applied Arts and Technology 2008 — 2011
Advanced Diploma in Graphic Design, Graduated with Honours
BMO Financial Group May 2015 - August 2015
Human Resources and Skills Development Canada (Federal Government) May 2013 - August 2013
City of Ottawa (Municipal Government) May 2012 - August 2012
Infrastructure Canada (Federal Government) May 2011 - August 2011
Skills
Communication, Data Analysis, Policy Analysis, Research, Public Policy, Critical Thinking, Microsoft Office, Project Management, Analysis, Teamwork, Public Relations, French, Creative Solutions, Public Speaking, Social Media, PowerPoint
Education
University of Toronto 2014 — 2016
Master's Degree, Master's of Industrial Relations and Human Resources
Fudan University 2013 — 2014
Bachelor's Degree, Work-Study Abroad
Queen's University 2010 — 2014
Bachelor's Degree, Global Development
University of Havana 2012 — 2012
Bachelor's Degree, Global Development Studies
Sir Robert Borden High School 2006 — 2010
Michael J. Dunton & Associates, LLC August 2015 - Present
United Way of the Tanana Valley April 2013 - September 2015
Mt. McKinley Bank July 2008 - August 2015
TCF National Bank 2007 - 2008
BMO Financial Group 2001 - 2007
Skills
Financial Analysis, Banking, Financial Modeling, Financial Reporting, Strategic Financial..., Credit, Risk Management, Finance, Financial Risk, Commercial Banking, Due Diligence, Forecasting, Commercial Lending, Relationship Management, Strategic Planning, Management, Executive Management, Leadership, Microsoft Excel, Strategy, Project Management, Portfolio Management, Financial Services, Financial Planning
Education
East Texas Baptist University 1994 — 1999
Master of Business Administration (MBA), Accounting and Finance, 4.0
East Texas Baptist University 1985 — 1989
BS, Accounting
BMO Financial Group May 2015 - Present
First Trust February 2014 - May 2015
First Trust July 2012 - February 2014
JPMorgan Chase July 2011 - July 2012
Bridgeview Bank Group November 2005 - April 2008
Archer Bank July 2004 - November 2005
Skills
Compliance, Accounting, Finance, Financial Reporting, Budgets, Investments, Accounts Payable, Accounts Receivable, Accruals, Account Reconciliation, Banking, Financial Analysis, Financial Risk, Leadership, Wealth Management, Loans, Managerial Finance, Small Business Lending, Consumer Lending, Analysis, Financial Services, Insurance, Management, Sales
Education
Eastern Illinois University 2008 — 2011
Bachelor of Science in Business, Finance
Moraine Valley Community College 2005 — 2008
Associates Degree, Business
Saint Laurence High School 2001 — 2005
High School Diploma
BMO Financial Group July 2015 - Present
North Center Management Partners LLC December 2014 - Present
Metropolitan Capital Bank & Trust September 2013 - November 2014
Incapital November 2011 - June 2013
Federal Home Loan Bank of Chicago August 2008 - October 2011
Federal Home Loan Bank of Chicago May 2008 - August 2008
Federal Home Loan Bank of Chicago September 2002 - May 2008
Personal Time Off August 2001 - September 2002
Deutsche Bank August 1999 - August 2001
JP Morgan July 1994 - August 1999
Skills
ALM, Derivatives, Bonds, Fixed Income, Capital Markets, Portfolio Management, Banking, Financial Services, Structured Finance, Financial Modeling, Commercial Banking, Swaps, Funding, Valuation, Trading, Securitization, Hedge Funds, Bloomberg, Mortgage Lending, Structured Products, Treasury Management, Equities, Credit Risk, Asset Management, Investments
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Virginia 1982 — 1987
BS, Aerospace Engineering
PricewaterhouseCoopers LLP September 2014 - Present
The Lawn Company April 2014 - August 2014
BMO Financial Group April 2012 - August 2012
Skills
Accounting, Auditing, Financial Reporting, Finance, Teamwork, Time Management, Leadership
Education
Queen's University 2010 — 2014
Bachelor's Degree, Business/Commerce, General
EDHEC Business School 2013 — 2013
Bachelor's Degree, Finance, General
Queen's University
Master's Degree, Accounting
Fifth Third Bank August 2012 - 2014
Symcor April 2007 - May 2009
BMO Financial Group July 1995 - May 2007
Skills
Teaching, Public Speaking, Curriculum Design, Customer Service, Staff Development, Training, Leadership Development, Leadership, Management, Microsoft Office, Research, Curriculum Development, Microsoft Excel, PowerPoint, Higher Education, Strategic Planning, Microsoft Word, Prezi, Coaching, Organizational...
Education
Saint Xavier University 2011 — 2013
Master of Arts, Curriculum & Instruction
DePaul University 2007 — 2011
Bachelor of Arts Degree, Psychology, Training & Organizations
BMO Financial Group October 2014 - Present
RBC Royal Bank March 2008 - October 2014
TD Bank Financial Group - Branches May 2006 - March 2008
TD Bank Financial Group - Branches November 2005 - May 2006
TD Bank Financial Group - Branches September 2003 - November 2005
TD Bank Financial Group - Branches October 2000 - September 2003
TD Bank Financial Group - Branches July 1999 - October 2000
Skills
Banking, Mortgage Lending, Residential Mortgages, Commercial Banking, Loans, Retail Banking, Relationship Management, Credit, Customer Service, Financial Services, Investments, Management, Mutual Funds, Finance
Education
Institute Of Canadian Bankers
Branch Compliance Officer
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Professional Financial Planner Course
Institute of Canadian Bankers
Investment Funds in Canada
Fanshawe College 1997 — 1999
Financial Services Diploma
BMO Financial Group September 2014 - Present
BMO Harris Bank July 2011 - September 2014
Bank of Montreal/ Harris N.A., April 2008 - August 2011
Bank of Montreal/Harris Bank November 2001 - March 2008
Office of the Comptroller of the Currency 1991 - 1996
Skills
Commercial Banking, Banking, Credit, Risk Management, Financial Analysis, Commercial Lending, Leadership, Financial Services, Portfolio Management, Strategy, Strategic Planning, Consumer Lending, Loans, Small Business Lending, Business Strategy, Retail Banking, Credit Analysis, Diversity & Inclusion, Economic Development, Organizational..., Thought Leadership, Strategic Leadership, Team Leadership
Education
Northwestern University Kellogg School of Management 2010 — 2011
DePauw University 1983 — 1987
B.A., Political Science; German Literature
Philipps Universitat - Marburg Germany 1983 — 1984
Economics and Political Science
Shoppers Home Health Care August 2015 - Present
Jason Speiran Renovation & Design January 2011 - July 2015
Joerns Healthcare June 2007 - November 2010
Virtual Golf Academy January 2002 - April 2007
BMO Financial Group 2001 - 2002
Cossette 1999 - 2001
Skills
Marketing, Sales, Marketing Strategy, Sales Management, Team Leadership, New Business Development, Account Management, Customer Service, Healthcare, Strategic Planning, Negotiation
Education
George Brown College 1999 — 1999
Sport & Event Marketing Program (Postgradute), Marketing
Fanshawe College 1996 — 1998
Business - Marketing, Marketing
BlackRock May 2015 - July 2015
Self-Help January 2015 - March 2015
Duke University August 2014 - December 2014
Federal Reserve Bank of Chicago June 2014 - August 2014
BMO Financial Group November 2013 - April 2014
Rochester Institute of Technology July 2012 - May 2013
Attucks Asset Management, LLC May 2010 - August 2011
Chicago Public Schools May 2009 - August 2009
Wheeler Kearns Architects June 2007 - August 2007
Skills
Data Analysis, Economics, Econometrics, Python, Statistics, R, Minitab, Financial Modeling, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, SPSS, Matlab, Stata, Event Planning, Public Speaking, SQL, Analytic Problem Solving, Financial Analysis, Forecasting, Data Mining, SAS programming, Client Relations Skills, Client Liaison, Photoshop, Financial Accounting, Proposal Writing, RFP Generation
Education
Duke University 2014 — 2016
Master of Science (M.S.), Economics and Computation
Rochester Institute of Technology 2008 — 2013
Bachelor of Science (B.S.), Economics Minors: Finance, Accounting
The University of New Mexico 2013 — 2013
American Economic Association Summer Ph.D. Training Program, Economics
Latin School of Chicago 2002 — 2008
High School Diploma
BMO Financial Group May 2015 - Present
BMO Financial Group May 2015 - Present
BMO Financial Group July 2013 - May 2015
BMO Financial Group April 2011 - July 2013
BMO Financial Group June 2010 - March 2011
Skills
Quality Assurance, Critical Thinking, Leadership, Forecasting, Data Governance, Reporting & Analysis, Project Management, Microsoft Excel, Visual Basic, Risk Management, Requirements Gathering, Banking, Cognos, Open Pages, Business Analysis
Education
University of Toronto 2012 — 2013
Certification, Foundations of Project Management
Fanshawe College 2009 — 2010
Associate's degree, Professional Financial Services
The University of Western Ontario 2005 — 2009
Bachelor's degree, Psychology and Criminology
BMO Financial Group October 2013 - Present
IQ PARTNERS Inc October 2012 - October 2013
CESO (Canadian Executive Services Organization) July 2010 - October 2012
The Lannick Group of Companies October 2009 - July 2010
The Lannick Group of Companies July 2008 - October 2009
I4C Consulting October 2007 - April 2008
ATS Reliance December 2005 - October 2007
Skills
Technical Recruiting, Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, Executive Search, Interviews, Permanent Placement, Employee Relations, Payroll, Management, Performance Management, Training, Talent Management, Screening Resumes, Talent Acquisition, HR Policies, Screening, Employee Benefits, Temporary Placement, Cold Calling, Marketing, Sales, Temporary Staffing, Human Resources, Applicant Tracking..., Recruitment Advertising, Onboarding, Management Consulting, Staffing Services, Benefits Negotiation, Networking, Negotiation, Finance, Interview Preparation, New Business Development, HRIS, New Hire Orientations, Building Relationships, HR Consulting, Leadership, Hiring, IT Recruitment, Consulting, Employee Engagement, Coaching, Career Counseling, Personnel Management, Employee Training, Time Management
Education
Durham College 2011 — 2013
Human Resources Management Cerificate, Human Resources, Honors Graduate
Wilfrid Laurier University 1997 — 2001
Kinesiology, Bachelor of Arts
Insurance Brokers Association of Ontario August 2013 - Present
BMO Financial Group January 2010 - July 2013
American Marketing Association August 2009 - July 2010
Fanshawe College April 2008 - March 2009
Skills
Marketing Communications, Corporate Communications, Marketing, Internal Communications, Public Relations, Event Management, Strategic Communications, Sponsorship, Social Media Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Media Relations, Event Planning, Press Releases, Brand Management, Online Marketing, Email Marketing, Copywriting
Education
George Brown College
Graphic Design
Ryerson University
French Studies
Fanshawe College
Corporate Communication + Public Relations
University of Guelph
Bachelor of Arts (BA), Sociology
BMO Financial Group March 2015 - Present
Bank of Montreal 2009 - Present
TD Canada Trust April 2007 - April 2009
TD Canada Trust February 2006 - April 2007
Skills
Mortgage Lending, Banking, Customer Service, Marketing, Insurance, Sales Process, Real Estate, Life Insurance, Credit, Mutual Funds, Credit Analysis, Investments, Residential Mortgages
Education
Fanshawe College 1999 — 2004
Marketing/Finance
Lambton College 2001 — 2003
Fire Science and Technology
SigmaSanté January 2014 - Present
ArcelorMittal January 2012 - January 2014
Hydro Québec May 2011 - September 2011
Ministère de l'Immigration et des communautés Culturelles May 2009 - December 2009
Go Travel Direct August 2007 - August 2009
Zoom Airlines August 2007 - August 2008
BMO Financial Group September 2006 - April 2007
Skills
Gestion de projet, Révision des processus, Gestion du changement, Gestion de risques, Planification, Coordination, Analyse politique et..., Travail en équipe, Conseil en gestion, Esprit de synthèse, Amélioration continue
Education
École des sciences de la gestion (ESG UQAM) 2010 — 2012
Maîtrise, Gestion de projet, 4.0/4.3
2007 — 2009
Baccalauréat, Études internationales, 3.9/4.3
BMO Financial Group May 2015 - Present
HSBC January 2014 - April 2015
Wells Fargo January 2013 - January 2014
Wells Fargo February 2004 - December 2012
Briggs Corporation January 1998 - January 2004
Skills
Training, Management, Vendor Management, Process Improvement, Risk Management, Leadership, Strategic Planning, Strategy, Financial Services
Education
Drake University 2000 — 2002
Master of Business Administration (MBA)
University of Iowa 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
BMO Financial Group June 2013 - Present
BMO Harris Bank June 2001 - June 2013
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Portfolio Management, Operational Risk, Cash Management, Capital Markets, Credit Analysis, Finance, Financial Analysis, Financial Risk, Financial Services, Loans, Management, Relationship Management, Retail Banking, Risk Management, Treasury Management
Education
DePaul University College of Law 1997 — 2000
J.D.
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Biology and Psychology, Spanish Minor
Hinsdale Central High School 1986 — 1990
B2B Bank October 2014 - Present
BMO Financial Group April 2015 - May 2015
SMT Direct Marketing Inc May 2014 - October 2014
Mac's Convenience Stores Inc. September 2013 - April 2014
The City Bank Ltd September 2012 - December 2012
Skills
Human Resources, Call Centers, Branch Banking, Money Transfers, Employee Relations, Customer Experience, Microsoft Excel, RRSP, GIC, Customer Service..., Sales&Marketing, Back Office, Sales, Customer Service, Microsoft Office, Management Accounting, English, Job Evaluation, Office Administration, Presentations, Corporate Finance
Education
University of Windsor 2013 — 2014
Master's Degree, International Accounting and Finance
East West University 2008 — 2011
Bachelor of Business Administration (BBA), Marketing
BMO Financial Group November 2009 - Present
BMO November 2002 - November 2009
BMO May 2001 - November 2002
BMO April 2000 - May 2001
BMO November 1998 - April 2000
TD Payroll & HR Solutions 1990 - 1998
Skills
Disaster Recovery, Risk Management, Incident Management, Business Analysis, Process Improvement, Business Continuity..., Business Continuity, Project Delivery, Change Management, Team Leadership, Project Coordination, Problem Solving, Decision Modeling, Strategic Planning, Business Process..., IT Service Management, Networking, IT Management
Education
Durham College 1987 — 1990
Diploma
BMO Financial Group January 2014 - Present
The Abacus Resource Group Inc. August 2010 - January 2014
Robert Half International April 2006 - August 2010
KeyPoint Market Analytics Inc June 2000 - December 2005
HSBC Securities 1997 - 1998
Morgan Stanley April 1993 - April 1995
Morgan Stanley August 1988 - April 1993
Morgan Stanley May 1987 - August 1988
Skills
Recruiting, Talent Management, Talent Acquisition, Temporary Staffing, Executive Search, Human Capital, Business Development, Applicant Tracking..., Contract Recruitment, Financial Services, Technical Recruiting, Employee Benefits, Staffing Services, Internet Recruiting, Permanent Placement, Benefits Negotiation, Employer Branding, Payroll
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, International Finance / Marketing
Fordham University 1983 — 1987
Bachelor of Science, Finance / Accounting
London School of Economics and Political Science
Pre-Law Studies
BMO Harris Bank July 2014 - Present
Bank of Montreal Financial Group November 2009 - Present
BMO Financial Group May 2008 - November 2009
BMO July 2006 - May 2008
Follett Higher Education Group October 2001 - October 2005
Target 1991 - 1999
Skills
Leadership, Management, Employee Engagement, Sales, Performance Management, Strategy, Banking, Coaching, Change Management, Team Leadership, Credit, Leadership Development, Strategic Planning, Vendor Management, Operations Management, Training, Business Strategy, Risk Management, Human Resources, Talent Management, Relationship Management, Business Process..., Team Building, Program Management, Organizational..., Mergers & Acquisitions, Process Improvement, Employee Training, Project Management, HR Regulatory Compliance, Sales Leadership..., Workshop Facilitation, Operational Risk..., Financial Regulation, Compliance Management
Education
DePaul University 2003 — 2008
Master of Science (M.S.) (not completed), Organizational Development, 3.9 (4.0 scale)
Bank of America August 2015 - Present
BMO Financial Group October 2014 - August 2015
Bank of America May 2011 - October 2014
Bank of America August 2006 - May 2011
Capgemini 2005 - 2006
ABN AMRO April 2000 - March 2005
Western Diversified 1998 - 1999
Skills
SDLC, Testing, User Acceptance Testing, Quality Center, PMP, Process Improvement, Test Automation, Management, Regression Testing, Business Analysis, Vendor Management, Defect Tracking, Software Project..., Business Process..., Agile Methodologies, Change Management, Project Management, Requirements Gathering, Visio, Business Process, SharePoint, MS Project, Agile Project Management, Business Requirements, PMO, SQL, Project Portfolio..., Test Planning, IT Strategy, Requirements Analysis
Education
DePauw University 1990 — 1994
Bachelor of Arts (B.A.), Biology, General
BMO Financial Group January 2006 - Present
Mr. Lube Canada August 1997 - January 2003
Skills
Financial Analysis, Customer Service, Credit, Supervisory Skills
Education
DeVry Institute of Technology 2000 — 2004
Business Operations
University of Alberta
CooksonPeirce Wealth Management August 2013 - Present
PNC February 2013 - August 2013
BMO Financial Group February 2006 - February 2013
Skills
Mutual Funds, Finance, Asset Management, Series 7, Financial Analysis, Leadership, Strategic Planning, Sales, Business Development, Customer Service, Microsoft Office, Tax, Management, Budgets, Team Building, Microsoft Excel, Sales Management, Project Management, Forecasting, Program Management
Education
Duquesne University School of Leadership and Professional Advancement 2013 — 2013
Executive Certificate in Financial Planning
Duquesne University 1999 — 2003
Bachelor of Science (B.S.)
BMO Financial Group July 2010 - Present
BMO Bank of Montreal January 2002 - June 2010
BMO Nesbitt Burns December 1996 - December 2001
Skills
SDLC, Risk Mitigation, Business Analysis, Capital Markets, Trading Systems, PMP, Vendor Management, Project Portfolio..., Project Delivery, Risk Management, Software Project..., Requirements Gathering, PMO, Integration, Management, IT Strategy, Governance, Financial Services, Relationship Management, Requirements Analysis, Equities, Business Requirements, Banking, Portfolio Management
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA
Feng Chia University
Bachelor's degree, Electrical Engineering
IFL
BMO Financial Group January 2015 - Present
BMO Financial Group April 2014 - January 2015
Discover Financial Services December 2013 - March 2014
North Community Bank October 2009 - November 2013
ABN AMRO 2005 - May 2009
Hillshire Brands 2004 - 2005
SunGard Financial Systems 2000 - 2004
MF Global 1994 - 2000
Skills
Regulatory Risk, Regulatory Reporting, Credit Analysis, Credit Control, Interest Rate Risk..., Information Security..., Loan Modifications, Financial Modeling, Process Modeling, Internal Audit, Compliance Audits, IT Audit, Accounts Receivable, Internal Controls, AML, Accounting, Auditing, Financial Risk, Operational Risk..., Fraud, CISA, Sarbanes-Oxley Act, Quality Auditing, Financial Analysis, Portfolio Management, Capital Markets, Securities, Information Security, Regulations, Commercial Banking, Financial Reporting, Credit Risk, Asset Management, Enterprise Risk..., Banking, Risk Management, Credit, Operational Risk, Loans, Management, Treasury Management, Compliance
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
MBA, Accounting
Florida Atlantic University 1980 — 1984
BBA, Finance
Timeline Theatre Co September 2013 - Present
Metropolitan Capital Bank & Trust July 2013 - Present
Harris myCFO April 2006 - September 2010
BMO Financial Group December 1999 - April 2006
BMO Financial Group March 1997 - December 1999
BMO Financial Group January 1996 - March 1997
BMO Financial Group November 1994 - March 1996
BMO Financial Group September 1993 - November 1994
BMO Financial Group September 1986 - September 1993
Skills
Investor Relations, Banking, Management, Relationship Management, Executive Coaching, Mentoring, Non-profit Boards, Retirement Planning, Options, Leadership, Competitive Analysis, Hedge Funds, Portfolio Management, Start-ups, Executive Management, CRM, Finance, Strategy, Wealth Management, Investment Advisory, Financial Analysis, Equities, Commercial Banking, Asset Allocation, Financial Services, Investment Banking, Asset Management, Asset Managment, Alternative Investments, Investments, Credit, Capital Markets, Mutual Funds, Loans
Education
McMaster University
MBA, Finance and Economics
DePaul University 2006 — 2008
CFP®
The University of Western Ontario 1968 — 1972
(Hon) B.Sc, Zoology
BMO Financial Group November 2013 - Present
De Dutch - New Westminster March 2010 - Present
Queen's Park Healthcare Foundation March 2013 - December 2013
Best Buy April 2003 - June 2010
TELUS November 2000 - March 2003
Skills
Team Building, Construction Management, Procedure Development, Budget Management, Microsoft Office, Problem Solving, Team Leadership, Multitasker, Self Driven, Fast Learning, Decision Making, Innovator, Real Estate Development, Restaurants, Project Planning, Process Scheduler, Self-driven, Negotiation, Leadership, Contract Negotiation, Contract Management, Project Management, Retail
Education
Douglas College 1995 — 2000
Business/Commerce, General
Dale Carnegie
Leadership Training for Manager
Simon Fraser University
Business Administration and Management, General
BMO Financial Group July 2010 - Present
BMO Financial Group December 1981 - July 2010
Skills
Relationship Management, Change Management, Project Management, Sales, Governance, Banking, Vendor Management, Business Analysis, Program Management, Portfolio Management
Education
University of Guelph 1974 — 1977
BSC
Fleming College
Diploma, Marketing
BMO Financial Group July 2013 - Present
BMO Capital Markets January 2011 - July 2013
RBC Capital Markets October 2008 - January 2011
CIBC World Markets June 2004 - October 2008
Prudential Securities December 2000 - June 2004
Bear Stearns December 1998 - December 2000
ING Barings June 1996 - December 1998
Skills
Electronic Trading, SDLC, Equities, Business Analysis, Trading Systems, Capital Markets, Market Data, Back Office, Middle Office, Trading, Equity Trading, Financial Risk, Series 63, Series 7, Options, Derivatives, Prime Brokerage, Equity Derivatives, Risk Management, Banking, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Masters of Business Administration, Finance
Workplace Safety and Insurance Board (WSIB) May 2013 - Present
Aviva Canada April 2012 - January 2013
B2B Trust January 2012 - May 2012
BMO Financial Group June 2008 - October 2011
IFDS 1994 - 2007
Skills
CMMI, Quality Assurance, ISO, Process Development, Process Improvement, SDLC, Mentoring, Customer Relations, Agile, Access, Analysis, Testing, Coaching, Management Consulting, Planning, Team Building, Vendor Management, Documentation, MS Project, Microsoft Office, Negotiation, Business Process..., Software Documentation, Agile Methodologies, Change Management, Business Requirements, Customer Service, Quality Management, Project Management, Release Management, Project Planning, Business Analysis, Software Project..., PMP, User Acceptance Testing, Risk Management, Business Process, Process Simulation, Management, Requirements Gathering, Six Sigma, PMO, Resource Management, Project Portfolio..., Software Quality..., Project Delivery, Business Process Mapping, Process Engineering, SharePoint, Systems Analysis
Education
Far Eastern University 1985 — 1989
BS, Psychology
Far Eastern University
BMO Financial Group December 2014 - Present
Hill + Knowlton Strategies April 2013 - December 2014
Burson-Marsteller June 2010 - July 2011
Burson-Marsteller October 2007 - June 2010
Sky News October 2004 - October 2007
Skills
Corporate Communications, Media Relations, Crisis Communications, Journalism, Reputation Management, Strategic Communications, Public Relations, Internal Communications, Press Releases, Public Affairs, Copywriting, Speech Writing, Politics, Stakeholder Engagement, Corporate Social..., Content Strategy, Communications Planning, Message Development
Education
Trinity College, Dublin 1995 — 1999
MA, Political Science and History
Dublin City University 1999 — 2000
MA, Journalism
SYK
BMO Financial Group August 2015 - Present
BMO Capital Markets November 2014 - July 2015
BMO Capital Markets January 2012 - October 2014
BMO Capital Markets May 2011 - January 2012
Acqua Capital Management August 2009 - July 2011
ZSA Legal Recruitment May 2008 - August 2009
Hays January 2007 - January 2008
Marlin Travel May 2006 - October 2006
Skills
Management, Outlook, Recruiting, Time Management
Education
Fleming College 2003 — 2005
HC
BMO Financial Group September 2014 - Present
Blueleaf Lending August 2013 - March 2015
A and N Mortgage Services January 2008 - July 2013
Law Office of Marc Jacobs May 2002 - March 2008
C.H. Robinson Worldwide, Inc. January 1998 - March 2001
Education
DePaul University College of Law 1997 — 2000
J.D., Law
University of Michigan 1990 — 1994
B.A.
Groves 1986 — 1990
BMO Financial Group April 2013 - Present
Reyes Holdings, LLC (contract position) February 2013 - April 2013
Town & Country Mortgage Services March 2011 - February 2013
Au Sports Memorabilia, Inc. January 2008 - September 2010
Metro Storage LLC June 2007 - January 2008
Skills
Credit, Mortgage Banking, Accounting, Mortgage Lending, Finance, Auditing
Education
DePaul University 2003 — 2007
Bachelor of Science in Accounting and Finance, Cumulative GPA: 3.73 / 4.00
BMO Financial Group July 2013 - Present
Diamond Bank April 2008 - July 2013
Flatiron Capital July 2001 - April 2008
Bloomingdale Bank and Trust July 1996 - May 2001
Skills
Banking, Financial Institutions, Compliance, Risk Management, Auditing, Management, Risk Assessment, Payroll, Human Resources, Bank Secrecy Act, Employee Benefits, OFAC, AML
Education
Eastern Illinois University 1992 — 1996
Bachelor, Finance
CIBC February 2012 - Present
Teranet Inc. September 2011 - February 2012
BMO Financial Group August 2010 - September 2011
RBC December 2009 - August 2010
Maritz March 2009 - December 2009
The Carlson Group December 2007 - March 2009
SOS April 2007 - December 2007
Sweda January 2005 - April 2007
QLogitek May 2004 - January 2005
Sharpo January 1999 - April 2004
Skills
Microsoft SQL Server, Web Services, C#, Agile Methodologies, SOA, Enterprise Architecture, JavaScript, ASP.NET, Requirements Analysis, Unix, Software Development, WCF, XML, Java Enterprise Edition, Solution Architecture, T-SQL, .NET, Business Analysis, SDLC, SQL, Oracle, Database Design, UML, Data Modeling, PL/SQL, SSIS, Requirements Gathering, ETL, Data Warehousing
Education
Fudan University 1998 — 2001
Bachelor of Science, Computer Information Management
BMO Financial Group August 2015 - Present
RBC April 2013 - July 2015
BMO Financial Group February 2011 - April 2013
RBC Royal Bank November 2007 - January 2011
Keous (formerly Cratos) December 2004 - November 2007
CIBC July 2001 - December 2004
American Express September 1998 - January 2001
TD Bank September 1988 - September 1998
Sunlife Financial February 1985 - September 1988
Skills
PMO, SDLC, PMP, Project Portfolio..., Business Requirements, Software Project..., Business Process, Business Analysis, Requirements Analysis, Program Management, Project Delivery, Requirements Gathering, IT Strategy, Vendor Management, Waterfall
Education
University of Ontario and Institute of Technology 2009 — 2009
Masters, Project and Portfolio Management
Lakehead University 1983 — 1984
Business, Management
Durham College 1980 — 1983
Business, Data Processing
BMO Financial Group January 2014 - Present
BMO Financial Group June 2011 - Present
BMO Financial Group October 2006 - May 2011
BMO Financial Group April 2004 - October 2006
BMO Financial Group February 2001 - April 2004
Skills
Fixed Income, Vendor Management, Trading, Disaster Recovery, Capital Markets, SDLC, Business Analysis, Equities
Education
University of Toronto Schools 2009 — 2010
Certificate, Financial Analysis and Investment Management
Fudan University 1990 — 1995
BS, Electrical Engineering
BMO Financial Group July 2014 - Present
Scotiabank December 2013 - July 2014
CryptoLogic Inc. June 2010 - September 2013
Skills
Oracle Certified DBA, Oracle, Microsoft SQL Server, DB2, Databases, Oracle RAC, Oracle SQL, Solaris 8/9/10, AIX, Linux, Informatica, ETL, Microstrategy, Database Design, Data Migration, Business Intelligence, Oracle Enterprise..., SQL, PL/SQL, Java, Backup & Restore, Netbackup, RMAN, Disaster Recovery, SDLC, Software Development, VMware, Unix Shell Scripting, Data Warehousing, Java Enterprise Edition, Solaris
Education
East China Normal University 1986 — 1991
Bachelor's degree, Computer Science
BMO Financial Group March 2011 - Present
Citi December 2007 - March 2011
Citi March 2010 - September 2010
Citi July 2007 - September 2008
Citi October 2005 - July 2007
Skills
Project Management, Business Analysis, Analytics, Relationship Management, Credit Cards, Client Services, TSYS, Conversions, Operational Excellence, Project Planning, Test Management, Test Execution, IBS, MIS, Card Issuance, Project Coordination, Project Delivery, Team Leadership, Leadership, Multi Tasking, Operational Efficiency, New Business Development, Product Management, Product Launch, Data Conversion, System Conversion, Banking, Document Management, Requirements Analysis, Requirements Gathering, Negotiation, Communication Skills, Business Control, Statistical Reporting, Financial Services, Operational Risk, Risk Management, Change Management, Cards, Project Portfolio..., Cross-functional Team..., Business Requirements, Payments, Business Process..., Operational Risk..., PMO, Vendor Management, Retail Banking
Education
Fanshawe College 2002 — 2005
Internet Technology
Rogers Communications February 2011 - Present
eHealth Ontario 2004 - 2011
Bank of Montreal 1998 - 2004
BMO Financial Group 1998 - 2004
Skills
Security Services, Information Security..., ISO 27001, Sherwood Applied..., Schulich School of..., Certified Information..., Certified in Risk and..., Certified Information..., ITIL Foundation..., Risk Management, Risk Assessment, Information Security, Enterprise Architecture, ITIL, CISSP, Security, Incident Management, Integration, Vulnerability Assessment, COBIT, PCI DSS, Security Architecture..., SDLC, VPN, IT Audit
Education
University of Toronto 2002 — 2007
BA, Economics
Durham College 1995 — 1998
Graphic Arts, Graphic Arts and Design
BMO Financial Group June 2012 - March 2014
Five Fathom Partners June 2010 - August 2010
Dundee Securities January 2009 - April 2009
Dundee Securities March 2007 - December 2008
Scotiabank September 2005 - February 2007
Education
ESADE Business School 2009 — 2011
MBA
Wilfrid Laurier University 2001 — 2005
Hons. Economics and Finance
Crescent
BMO Financial Group September 1995 - December 2013
BMO Financial Group December 2000 - December 2006
Chase 2000 - 2001
Moneris Solutions 1995 - 1999
Skills
E-commerce, Management, Cards, Strategic Planning, Forecasting, New Business Development, B2B, Negotiation, Strategy, Credit Risk
Education
Eastern Michigan University 1980 — 1985
BBA, Marketing
BMO Financial Group December 2012 - August 2015
Northside Community Bank November 2011 - November 2012
Bank of America March 2006 - November 2011
ABN AMRO Bank N.V. 2006 - 2008
Northern Trust January 2005 - March 2006
Northern Trust Corporation 2003 - 2005
Northern Trust Corporation 2000 - 2002
Skills
Banking, Leadership, Loans, Credit, Cash Management, Equities, Commercial Banking, Fixed Income, Finance, Retail Banking, Financial Services
Education
Dominican University 1997 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Northeastern Illinois University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
St. Patrick High School 1989 — 1993
High School Diploma, Various
BMO Financial Group October 2013 - Present
Genus Capital Management June 2012 - October 2013
BOC International 2010 - 2010
China Construction Bank (Asia) Corporation Ltd. 2009 - 2009
Skills
Equity Research, Corporate Finance, Quantitative Analytics, Financial Modeling, Derivatives, R, Trading, Bloomberg, Matlab, Capital IQ, Performance Attribution, Axioma, Institutional Investors, TAA, SQL, SAS, Time Series Analysis
Education
The University of British Columbia 2010 — 2012
Master of Science, Finance
Fudan University 2006 — 2010
BSc, Mathematical Economics
BMO Financial Group December 2014 - Present
Citi August 2000 - April 2014
Skills
Banking, Spanish, Customer Service, Retail Banking, English, Accounts Payable, Portfolio Management, Commercial Lending, Credit Cards, Lines Of Credit, Credit, Loans, Microsoft Excel, Credit Analysis, Consumer Lending, Cross Selling, Commercial Banking, Series 63, Microsoft Office, Small Business Lending, Credit Risk, Budgets
Education
Brennan School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Finance, 3.3
Dominican University 2005 — 2007
B.A. (Cum Laude), International Business with Concentration in International Studies, 3.5
Oakton Community College 2000 — 2005
Assoicates in Business, Business Administration
BMO Investments Inc. August 2013 - Present
BMO Investments Inc. November 2012 - August 2013
BMO Financial Group May 2010 - November 2012
Fido Solutions January 2005 - May 2010
Skills
Mutual Funds, Banking, Teamwork, Financial Planning, Investments
Education
Institut québécois de planification financière (IQPF) 2013 — 2013
Planification Financière Pl. Fin., Planification et services financiers
École des sciences de la gestion (ESG UQAM) 2007 — 2010
Baccalauréat en Administration des Affaires (B.A.A), Administration et gestion des affaires, général
BMO Financial Group February 1996 - Present
Concordia University 2002 - 2004
Laurentian Bank of Canada 1992 - 1996
Government of Quebec 1988 - 1991
Communications Security Establishment 1981 - 1985
Skills
Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Speech Writing, Public Relations, Marketing Communications, Crisis Communications, Communications Planning, Social Media, Strategic Planning, Marketing Strategy, Financial Services, Public Speaking, Mutual Funds, Advertising, Research, Public Affairs, Strategy
Education
Florida State University 1986 — 1987
M.A., Public Administration
University of Ottawa 1983 — 1984
M.A., Political Science
Université du Québec à Montréal 1977 — 1980
B.A., Political Science
BMO Financial Group June 2014 - Present
optionsXpress February 2014 - May 2014
GE Capital June 2013 - October 2013
Federal Reserve Bank of Chicago January 2012 - May 2013
Federal Reserve Bank of Chicago October 2009 - December 2011
Federal Reserve Bank of Chicago October 2006 - October 2009
Pacific Global Bank September 2004 - September 2006
Banco de Venezuela - Grupo Santander May 2002 - September 2002
Bazar Tokio October 1999 - February 2002
Education
DePaul University 2002 — 2004
MBA
Universidad Tecnológica del Centro 1997 — 1999
Licenciada
Universidad Tecnológica del Centro 1994 — 1997
Técnico Superior
Manulife July 2015 - Present
Greater Toronto Hockey League September 2011 - Present
Greater Toronto Hockey League April 2014 - July 2015
Greater Toronto Hockey League October 2010 - April 2014
BMO Financial Group April 2009 - September 2009
Minacs May 2008 - August 2008
Toronto Zoo March 2004 - August 2007
Skills
Customer Service, Marketing, Sales, Microsoft Office, Sports, Team Building, Management, Microsoft Excel, Social Networking, Teamwork, Event Planning, Leadership, Sports Marketing
Education
Durham College 2007 — 2010
Sports Business Management Advanced Diploma, Business and IT; Sports Management
BMO Nesbitt Burns November 2014 - Present
CIBC July 2012 - November 2014
Scotia McLeod February 2011 - July 2012
scotiabank February 2009 - February 2011
BMO Financial Group January 2008 - February 2009
McFarlan Rowlands 2005 - 2005
Skills
Investments, Banking, Asset Managment, Retirement Planning, Strategic Financial..., Customer Service, Estate Planning, Mutual Funds, Insurance, Credit, Microsoft Office, Securities, Equities
Education
Canadian Securities Institute 2012 — 2012
Financial Planning I, Financial Planning and Services, Currently enrolled
Canadian Securities Institute 2010 — 2010
CPH, Banking, Corporate, Finance, and Securities Law
Canadian Securities Institute 2008 — 2008
CSC, Banking, Corporate, Finance, and Securities Law
Fanshawe College 2005 — 2007
Diploma, Financial Planning Services
TD Bank Financial Group March 2014 - June 2015
BMO Financial Group May 2011 - October 2013
Royal Bank of Canada August 2010 - May 2011
Canadian Imperial Bank of Commerce September 2001 - August 2010
Technical Advisors Group April 1999 - September 2001
CMC Ltd. August 1988 - April 1999
Skills
Project Management, Technology..., Management, Leadership, Strategic Planning, PMO, Project Portfolio..., PMP, Business Analysis, SDLC, Team Motivation, Job Coaching, Budgets, Change Management, Cross-functional Team..., Continuous Improvement, Business Process, Team Leadership, Risk Management, Training, IT Project & Program...
Education
Faculty of Management Studies - University of Delhi 1993 — 1996
MBA, International Marketing & Finance
Indian Institute of Technology, Delhi 1990 — 1992
Master of Technology (MTech), Mathematics and Computer Science
Indian Institute of Technology, Delhi 1996 — 1999
Doctor of Philosophy (Ph.D.), Strategic Management
BMO Financial Group April 2006 - Present
Caulk Art Services March 2004 - April 2006
NJ Center for Visual Arts September 2002 - March 2004
Education
Zicklin School of Business - Baruch College 2011 — 2014
Candidate MBA, Business Administration and Management, General
Drew University 1998 — 2001
Bachelor of Arts (BA), Art History, Criticism and Conservation
BMO Financial Group April 2012 - Present
BMO July 2010 - April 2012
Holstein Canada 2008 - July 2010
Ontario Ministry of Agriculture and Food April 2006 - September 2006
Skills
Banking
Education
Durham College 2011 — 2013
French Certificate of Competence
University of Guelph 2006 — 2008
Master's Degree
University of Guelph 2002 — 2006
Bachelor of Science (B.Sc.)
BMO Financial Group Senior manager, Supplier Enablement & Contract managementBMO Financial Group2015 - Present
Skills
Team Leadership, Customer Service, Business Analysis, Microsoft Office
Education
Durham College 1999 — 2004
Social Service Worker, Social Work
BMO Financial Group August 2015 - Present
JPMorgan Chase Canada April 2010 - August 2015
RBC September 2007 - January 2009
Moneris Solutions November 2006 - August 2007
The QA Group of New York Inc. NY September 2002 - August 2003
Datacap November 2001 - July 2002
Guardian Life January 1999 - September 2001
JAMES M. KIERAN JNR HIGH SCHOOL 123, NY September 1997 - June 1998
BAYSIDE HIGH SCHOOL, NY February 1996 - June 1996
Edinboro University of Pennsylvania June 1990 - May 1992
Skills
IT Project Leadership, User Acceptance Testing, Test Planning, Quality Assurance, Business Requirements, Test Cases, System Testing, Manual Testing, Regression Testing, SDLC, Credit Bureau, Software Quality, Credit Cards, Card services, Test Strategy, Requirements Gathering, Requirements Analysis, Functional Requirements, Functional Testing, Defect Tracking, Defect Identification, Defect Logging, Defect Life Cycle, Risk Analysis, Test Data, Test conditioning, Integration Testing, System Integration..., End to End testing, Quality Center, AML, Credit Card Decisioning, TSYS, Pega PRPC, PEGA system, Capstone, ACAPS, Casper, Essentis, Payment Systems
Education
Queens College
Master's degree, Mathematics Education
Edinboro University of Pennsylvania
Bachelor's degree, Mathematics & Computer Science
BMO Financial Group July 2011 - Present
Skills
IT Strategy, Solution Architecture, Enterprise Architecture, Infrastructure Capacity..., Disaster Recovery, SOA, High Availability, SDLC, SWIFT payments, Fedwire, Data Warehouse, Swift Alliance, SAP Business Objects &..., Letters of Credit, WebSphere Application..., Veritas Cluster Server, WebSphere MQ, IBM Mainframe, HP NonStop, Java, COBOL, CICS, UML, JMS, Vendor Management, Decision Analysis, Oracle, Oracle RAC, Erwin, Requirements Gathering, Requirements Analysis, Business Analysis, Software Project..., Business Requirements, Integration, Proof of Concept, RFP, RFI, Infrastructure, Business Intelligence, DB2, ITIL, Unix
Education
Fudan University
Bachelor of Computer Science
Xi'an Jiaotong University
Master of Computer Engineering