Butterfield Fulcrum
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Butterfield Fulcrum Employees
Employee
Years
Job
Industry
Jay Vyas Jay Vyas's Butterfield Fulcrum Experience March 2011 - April 2012
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group April 2013 - Present
Hesperian Capital Management Ltd. & Norrep Funds May 2012 - April 2013
Butterfield Fulcrum March 2011 - April 2012
Citco Fund Services October 2009 - March 2011
GenieKnows.com May 2009 - September 2009
Sobeys May 2008 - January 2009
Nova Scotia Department of Health September 2007 - December 2007
Nova Scotia Department of Health January 2007 - May 2007
Skills
Accounting, Cash, Investments, Financial Reporting, Financial Analysis, Problem Solving, Risk Management, Customer Relations, Analysis, Excel, Budgeting, Compliance, Teamwork, Access, PowerPoint, Word, Microsoft Office, Bloomberg, Financial Accounting, Valuation, Account Management, New Business Development, Hedge Funds, HTML, Databases, SAP, Statistics, Windows, Financial Planning, Reconciliation, Pricing, General Ledger, Cost Analysis, Financial Modeling, Forecasting, Reconciliations, Auditing, Financial Management, Portfolio Management, Process Improvement, Research, Equities, Derivatives, Securities, Fund Administration, Risk, Balance, Corporate Actions, Internal Audit, P&L
Education
Mount Saint Vincent University 2004 — 2008
Bachelor's, Distinction, Honours
Bombay Cambridge
High School
Investors Group April 2013 - Present
Hesperian Capital Management Ltd. & Norrep Funds May 2012 - April 2013
Butterfield Fulcrum March 2011 - April 2012
Citco Fund Services October 2009 - March 2011
GenieKnows.com May 2009 - September 2009
Sobeys May 2008 - January 2009
Nova Scotia Department of Health September 2007 - December 2007
Nova Scotia Department of Health January 2007 - May 2007
Skills
Accounting, Cash, Investments, Financial Reporting, Financial Analysis, Problem Solving, Risk Management, Customer Relations, Analysis, Excel, Budgeting, Compliance, Teamwork, Access, PowerPoint, Word, Microsoft Office, Bloomberg, Financial Accounting, Valuation, Account Management, New Business Development, Hedge Funds, HTML, Databases, SAP, Statistics, Windows, Financial Planning, Reconciliation, Pricing, General Ledger, Cost Analysis, Financial Modeling, Forecasting, Reconciliations, Auditing, Financial Management, Portfolio Management, Process Improvement, Research, Equities, Derivatives, Securities, Fund Administration, Risk, Balance, Corporate Actions, Internal Audit, P&L
Education
Mount Saint Vincent University 2004 — 2008
Bachelor's, Distinction, Honours
Bombay Cambridge
High School
Bhumyinder Singh Bhumyinder Singh's Butterfield Fulcrum Experience June 2009 - August 2011
Job Business Analyst
Industry Information Technology and Services
Experience
Manulife Securities September 2014 - December 2014
Infosys September 2011 - December 2014
Butterfield Fulcrum June 2009 - August 2011
Lehman Brothers February 2008 - June 2009
International Fund Services (NA) LLC, A State Street Company October 2006 - February 2008
Centurion Bank of Punjab March 2005 - October 2006
Skills
Capital Markets, Derivatives, Hedge Funds, Equities, Finance, Fund Accounting, Portfolio Management, Training, Mutual Funds, Banking, Analysis, Financial Services, Valuation, Investment Banking, Fixed Income
Education
University of Pune 2003 — 2005
Master of Business Administration (MBA), Finance
Agra University 2000 — 2003
Bachelor's Degree, Computer Applications
Manulife Securities September 2014 - December 2014
Infosys September 2011 - December 2014
Butterfield Fulcrum June 2009 - August 2011
Lehman Brothers February 2008 - June 2009
International Fund Services (NA) LLC, A State Street Company October 2006 - February 2008
Centurion Bank of Punjab March 2005 - October 2006
Skills
Capital Markets, Derivatives, Hedge Funds, Equities, Finance, Fund Accounting, Portfolio Management, Training, Mutual Funds, Banking, Analysis, Financial Services, Valuation, Investment Banking, Fixed Income
Education
University of Pune 2003 — 2005
Master of Business Administration (MBA), Finance
Agra University 2000 — 2003
Bachelor's Degree, Computer Applications
Anthony Rasquinha Anthony Rasquinha's Butterfield Fulcrum Experience December 2009 - September 2010
Job VP IT Development
Industry Information Technology and Services
Experience
financial services March 2013 - Present
financial services October 2010 - March 2013
Butterfield Fulcrum December 2009 - September 2010
Allegro Capital Advisors July 2008 - December 2009
Infosys BPO March 2007 - July 2008
Infosys BPO April 2006 - March 2007
Infosys BPO October 2004 - April 2006
Infosys BPO October 2003 - October 2004
Infosys BPO December 2002 - October 2003
Education
Goa University 1999 — 2002
BCA, Computer Applications
financial services March 2013 - Present
financial services October 2010 - March 2013
Butterfield Fulcrum December 2009 - September 2010
Allegro Capital Advisors July 2008 - December 2009
Infosys BPO March 2007 - July 2008
Infosys BPO April 2006 - March 2007
Infosys BPO October 2004 - April 2006
Infosys BPO October 2003 - October 2004
Infosys BPO December 2002 - October 2003
Education
Goa University 1999 — 2002
BCA, Computer Applications
Manish Patravali Manish Patravali's Butterfield Fulcrum Experience April 2010 - June 2012
Job SOA at Citco (Canada) Inc
Industry Financial Services
Experience
Citco (Canada) Inc July 2012 - Present
Butterfield Fulcrum April 2010 - June 2012
Butterfield Fulcrum March 2009 - March 2010
Northern Trust June 2007 - February 2009
Skills
Fund Accounting, Hedge Funds, Corporate Actions, Mutual Funds, Fund Administration, Money Market, Fund Of Funds, Valuation, Structured Products, Equities, Business Process..., Securities, Options
Education
IMER , Karnataka University 2005 — 2007
MBA, Finance
JSS College , Karnataka University. 2002 — 2005
BBA, Management
Citco (Canada) Inc July 2012 - Present
Butterfield Fulcrum April 2010 - June 2012
Butterfield Fulcrum March 2009 - March 2010
Northern Trust June 2007 - February 2009
Skills
Fund Accounting, Hedge Funds, Corporate Actions, Mutual Funds, Fund Administration, Money Market, Fund Of Funds, Valuation, Structured Products, Equities, Business Process..., Securities, Options
Education
IMER , Karnataka University 2005 — 2007
MBA, Finance
JSS College , Karnataka University. 2002 — 2005
BBA, Management
Dorinda Stayton Dorinda Stayton's Butterfield Fulcrum Experience 2007 - 2009
Job Consulting Manager, Financial Management Services at HoganTaylor LLP
Industry Financial Services
Experience
HoganTaylor LLP June 2015 - Present
JPMorgan Chase June 2012 - June 2015
Associated Bank August 2011 - June 2012
Commerce Bank May 2009 - May 2011
Butterfield Fulcrum 2007 - 2009
Commerce Bank October 2004 - June 2007
Skills
Banking, Commercial Banking, Portfolio Management, Financial Analysis, Credit Analysis, Credit, Underwriting, Small Business Lending, Loans, Relationship Management, Risk Management, Mortgage Lending, Loan Origination, Lines Of Credit, Credit Risk, Commercial Lending, Cash Management
Education
Saint Louis University 2004 — 2006
MBA, Business
Columbia College 2000 — 2004
BSBA, Accounting and Financial Services
HoganTaylor LLP June 2015 - Present
JPMorgan Chase June 2012 - June 2015
Associated Bank August 2011 - June 2012
Commerce Bank May 2009 - May 2011
Butterfield Fulcrum 2007 - 2009
Commerce Bank October 2004 - June 2007
Skills
Banking, Commercial Banking, Portfolio Management, Financial Analysis, Credit Analysis, Credit, Underwriting, Small Business Lending, Loans, Relationship Management, Risk Management, Mortgage Lending, Loan Origination, Lines Of Credit, Credit Risk, Commercial Lending, Cash Management
Education
Saint Louis University 2004 — 2006
MBA, Business
Columbia College 2000 — 2004
BSBA, Accounting and Financial Services
Linda (Small) Anderson, CPA, CMA Linda (Small) Anderson, CPA, CMA's Butterfield Fulcrum Experience January 2010 - September 2010
Job Financial Analyst at BlackBerry
Industry Financial Services
Experience
BlackBerry May 2013 - Present
Sun Life Financial September 2010 - May 2013
Butterfield Fulcrum January 2010 - September 2010
Citigroup May 2006 - December 2009
Scottish Widows November 2005 - May 2006
Skills
Mutual Funds, Valuation, Fund Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Accounting, Equities, Banking, Fund Administration, Investments, Hedge Funds, Bloomberg, Risk Management, Finance, Financial Accounting, Internal Controls, Managerial Finance
Education
Society of Management Accountants Ontario 2009 — 2012
CMA, Management Accounting
Securities and Investment Institute 2006 — 2007
Investment Administration
Heriot-Watt University 2000 — 2004
MA Hons, Accountancy and Finance
BlackBerry May 2013 - Present
Sun Life Financial September 2010 - May 2013
Butterfield Fulcrum January 2010 - September 2010
Citigroup May 2006 - December 2009
Scottish Widows November 2005 - May 2006
Skills
Mutual Funds, Valuation, Fund Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Accounting, Equities, Banking, Fund Administration, Investments, Hedge Funds, Bloomberg, Risk Management, Finance, Financial Accounting, Internal Controls, Managerial Finance
Education
Society of Management Accountants Ontario 2009 — 2012
CMA, Management Accounting
Securities and Investment Institute 2006 — 2007
Investment Administration
Heriot-Watt University 2000 — 2004
MA Hons, Accountancy and Finance
Jeff Ryan, CGA Jeff Ryan, CGA's Butterfield Fulcrum Experience May 2009 - September 2013
Job Senior Hedge Fund Accountant/Customer service manager at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services May 2009 - Present
Eye Level Art Gallery April 2011 - November 2014
Butterfield Fulcrum May 2009 - September 2013
RBC Dexia Investor Services June 2006 - April 2009
Skills
Financial Analysis, Strategic Planning, Budgets, Financial Statements, Payroll, Accounting, Fund Accounting, Management, Mutual Funds, Financial Modeling, Hedge Funds, Financial Reporting, Internal Controls, Investments, Auditing
Education
Saint Mary's University 2000 — 2005
B. Comm, Accounting
Saint Mary's University 1999 — 2005
Bachelor of Commerce (BCom), Accounting
Mitsubishi UFJ Fund Services May 2009 - Present
Eye Level Art Gallery April 2011 - November 2014
Butterfield Fulcrum May 2009 - September 2013
RBC Dexia Investor Services June 2006 - April 2009
Skills
Financial Analysis, Strategic Planning, Budgets, Financial Statements, Payroll, Accounting, Fund Accounting, Management, Mutual Funds, Financial Modeling, Hedge Funds, Financial Reporting, Internal Controls, Investments, Auditing
Education
Saint Mary's University 2000 — 2005
B. Comm, Accounting
Saint Mary's University 1999 — 2005
Bachelor of Commerce (BCom), Accounting
Emily Smits Emily Smits's Butterfield Fulcrum Experience June 2007 - August 2010
Job COO, Modest Tree Media Inc.
Industry Information Technology and Services
Experience
Modest Tree Media Inc June 2012 - Present
Mitsubishi UFJ Fund Services January 2011 - December 2013
Mitsubishi UFJ Fund Services April 2010 - January 2011
Butterfield Fulcrum June 2007 - August 2010
Minacs- Bank of New York September 2006 - April 2007
Skills
Financial Reporting, Contract Management, Accounting, Agile Project Management, Team Management, Microsoft Excel, Product Development, Financial Analysis, Fund Accounting, Software Project..., Solution Selling, Hedge Funds, Valuation, Fund Administration, Finance, Fund Of Funds, Bloomberg, Derivatives, Account Reconciliation, Capital Markets, Investor Relations, Alternative Investments, Fixed Income, Corporate Actions, Investments, Securities, Equities, Auditing, Mutual Funds, Client-focused, Transition Management, Swaps
Education
CMA 2009 — 2011
Laurentian University/Université Laurentienne 2003 — 2007
H.BComm, Finance
Modest Tree Media Inc June 2012 - Present
Mitsubishi UFJ Fund Services January 2011 - December 2013
Mitsubishi UFJ Fund Services April 2010 - January 2011
Butterfield Fulcrum June 2007 - August 2010
Minacs- Bank of New York September 2006 - April 2007
Skills
Financial Reporting, Contract Management, Accounting, Agile Project Management, Team Management, Microsoft Excel, Product Development, Financial Analysis, Fund Accounting, Software Project..., Solution Selling, Hedge Funds, Valuation, Fund Administration, Finance, Fund Of Funds, Bloomberg, Derivatives, Account Reconciliation, Capital Markets, Investor Relations, Alternative Investments, Fixed Income, Corporate Actions, Investments, Securities, Equities, Auditing, Mutual Funds, Client-focused, Transition Management, Swaps
Education
CMA 2009 — 2011
Laurentian University/Université Laurentienne 2003 — 2007
H.BComm, Finance
Jeffrey Strauss Jeffrey Strauss's Butterfield Fulcrum Experience July 2011 - Present
Job Consultant at Retired
Industry Financial Services
Experience
Retired August 2015 - Present
Mitsubishi UFJ Fund Services October 2013 - Present
Butterfield Fulcrum July 2011 - Present
HedgeServ August 2009 - July 2011
Butterfield Fulcrum Group Limited January 2008 - July 2009
Goldman Sachs & Co. 1998 - 2006
Smith Barney February 1995 - June 1998
Skills
Alternative Investments, Hedge Funds, Investments, Fund Of Funds, Family Office, Funding, Prime Brokerage, High Net Worth..., Tax, Accounting, Equities, CRM, Fixed Income, Derivatives, Private Equity, Capital Markets, Fund Administration
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Accounting
State University of New York College at Oneonta 1968 — 1971
BA, Liberal Arts-History
Retired August 2015 - Present
Mitsubishi UFJ Fund Services October 2013 - Present
Butterfield Fulcrum July 2011 - Present
HedgeServ August 2009 - July 2011
Butterfield Fulcrum Group Limited January 2008 - July 2009
Goldman Sachs & Co. 1998 - 2006
Smith Barney February 1995 - June 1998
Skills
Alternative Investments, Hedge Funds, Investments, Fund Of Funds, Family Office, Funding, Prime Brokerage, High Net Worth..., Tax, Accounting, Equities, CRM, Fixed Income, Derivatives, Private Equity, Capital Markets, Fund Administration
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Accounting
State University of New York College at Oneonta 1968 — 1971
BA, Liberal Arts-History
Bob Burden, CPA, CGA's Butterfield Fulcrum Experience October 2008 - August 2012
Job Fund Administration/Financial Services
Industry Financial Services
Experience
Maitland November 2012 - Present
Self Employed May 2012 - November 2012
Butterfield Fulcrum October 2008 - August 2012
Butterfield Fulcrum June 2001 - October 2008
Sullivan Lewis & White Chatered Accountants November 1995 - November 2001
Smith King Chartered Accountants October 1993 - November 1995
Grant Thorton 1992 - 1993
Skills
Hedge Funds, Valuation, Fund Of Funds, Fund Accounting, Fund Administration, Mutual Funds, Bloomberg, Alternative Investments, Financial Services, Financial Analysis, Equities, Finance, Fixed Income, Derivatives, Capital Markets, Accounting, Asset Management, Securities, Auditing, Investments, Private Equity, Financial Modeling, Strategic Financial..., Due Diligence, Portfolio Management, Financial Markets
Education
Memorial University of Newfoundland 1986 — 1992
Bachelor of Commerce, Accounting
Certified General Accountants Association
CGA
High School
Maitland November 2012 - Present
Self Employed May 2012 - November 2012
Butterfield Fulcrum October 2008 - August 2012
Butterfield Fulcrum June 2001 - October 2008
Sullivan Lewis & White Chatered Accountants November 1995 - November 2001
Smith King Chartered Accountants October 1993 - November 1995
Grant Thorton 1992 - 1993
Skills
Hedge Funds, Valuation, Fund Of Funds, Fund Accounting, Fund Administration, Mutual Funds, Bloomberg, Alternative Investments, Financial Services, Financial Analysis, Equities, Finance, Fixed Income, Derivatives, Capital Markets, Accounting, Asset Management, Securities, Auditing, Investments, Private Equity, Financial Modeling, Strategic Financial..., Due Diligence, Portfolio Management, Financial Markets
Education
Memorial University of Newfoundland 1986 — 1992
Bachelor of Commerce, Accounting
Certified General Accountants Association
CGA
High School
Shelagh McCorry Shelagh McCorry's Butterfield Fulcrum Experience March 2010 - August 2013
Job Associate Corporate Relationship Support Manager at HSBC
Industry Financial Services
Experience
HSBC Global Banking and Markets June 2014 - Present
Butterfield Fulcrum March 2010 - August 2013
Credential Asset Management May 2005 - March 2010
SEAMARK Asset Management January 2003 - February 2004
Merrill Lynch December 1998 - December 2002
Skills
Investor Relations, AML, Relationship Management, Entrepreneurship, Risk Management, Supervising, Coaching, Client Liaison, Company Newsletters, Due Diligence, Event Planning, Live Events, Special Events..., Film Festivals, Writing, Giving Back, Sales, Strategic Planning, Public Speaking, Customer Service
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Microeconomics Principles, Economics
Investment Funds Institute Canada 2007 — 2007
Officers Partners Directors Designation, Financial Management
Institute Canadian Bankers 2005 — 2006
Compliance Officer, Mutual Funds
Canadian Securities Institute 1997 — 1997
Conduct and Practices, Financial
Canadian Securities Institute 1996 — 1997
Canadian Securities Course, Financial
Nova Scotia Community College
Diploma, Business Administration
HSBC Global Banking and Markets June 2014 - Present
Butterfield Fulcrum March 2010 - August 2013
Credential Asset Management May 2005 - March 2010
SEAMARK Asset Management January 2003 - February 2004
Merrill Lynch December 1998 - December 2002
Skills
Investor Relations, AML, Relationship Management, Entrepreneurship, Risk Management, Supervising, Coaching, Client Liaison, Company Newsletters, Due Diligence, Event Planning, Live Events, Special Events..., Film Festivals, Writing, Giving Back, Sales, Strategic Planning, Public Speaking, Customer Service
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Microeconomics Principles, Economics
Investment Funds Institute Canada 2007 — 2007
Officers Partners Directors Designation, Financial Management
Institute Canadian Bankers 2005 — 2006
Compliance Officer, Mutual Funds
Canadian Securities Institute 1997 — 1997
Conduct and Practices, Financial
Canadian Securities Institute 1996 — 1997
Canadian Securities Course, Financial
Nova Scotia Community College
Diploma, Business Administration
Rebecca Taussig's Butterfield Fulcrum Experience February 2012 - September 2013
Job Founder and Curator at The Strong House
Industry Luxury Goods & Jewelry
Experience
The Strong House Artisan Collective January 2014 - Present
Butterfield Fulcrum February 2012 - September 2013
Butterfield Fulcrum October 2009 - January 2012
HSBC Bank Canada 2004 - 2007
Xerox Canada 2003 - 2004
Dentsu 2001 - 2003
Skills
Hedge Funds, Banking, Portfolio Management, Equities, Credit, Financial Analysis, Investments, Mutual Funds, Valuation, Risk Management, Financial Services, Financial Modeling, Financial Risk, Relationship Management, Asset Managment, Finance, Accounting, Asset Management, Alternative Investments, Credit Analysis, Credit Risk, Financial Markets, Fund Of Funds, Investment Banking, Wealth Management, Fixed Income, Securities, Marketing, Social Media, Volunteering, Social Media Marketing, Marketing Strategy, Event Management, Event Planning, Entrepreneurship, Sales, Management, Customer Service, Social Networking, Leadership
Education
Center for Arts and Technology 2013 — 2014
Diploma, Digital Marketing, CATPC - Professional Certification
Dalhousie University 1996 — 2000
Bachelor of Commerce, Marketing Research
Saint Mary's University
The Strong House Artisan Collective January 2014 - Present
Butterfield Fulcrum February 2012 - September 2013
Butterfield Fulcrum October 2009 - January 2012
HSBC Bank Canada 2004 - 2007
Xerox Canada 2003 - 2004
Dentsu 2001 - 2003
Skills
Hedge Funds, Banking, Portfolio Management, Equities, Credit, Financial Analysis, Investments, Mutual Funds, Valuation, Risk Management, Financial Services, Financial Modeling, Financial Risk, Relationship Management, Asset Managment, Finance, Accounting, Asset Management, Alternative Investments, Credit Analysis, Credit Risk, Financial Markets, Fund Of Funds, Investment Banking, Wealth Management, Fixed Income, Securities, Marketing, Social Media, Volunteering, Social Media Marketing, Marketing Strategy, Event Management, Event Planning, Entrepreneurship, Sales, Management, Customer Service, Social Networking, Leadership
Education
Center for Arts and Technology 2013 — 2014
Diploma, Digital Marketing, CATPC - Professional Certification
Dalhousie University 1996 — 2000
Bachelor of Commerce, Marketing Research
Saint Mary's University
Andrew Annett's Butterfield Fulcrum Experience October 2006 - January 2008
Job Agile Coach at Desire2Learn
Industry E-Learning
Experience
Desire2Learn October 2013 - Present
LeanIntuit 2011 - Present
It's Understood Communication January 2010 - Present
WSIB July 2012 - October 2013
Sunlife Financial April 2008 - November 2009
Butterfield Fulcrum October 2006 - January 2008
HSBC October 2002 - November 2005
Paragon Bermuda Ltd. July 2000 - October 2002
IBM Bermuda February 1996 - July 2000
TD Bank Group January 1994 - February 1996
Skills
Agile Methodologies, Change Management, Coaching, Agile Project Management, Scrum, Business Analysis, Strategy, Business Process, Program Management, Cross-functional Team..., Kanban, Software Development, Retrospectives, EQi, Training & Development, Employee Training, LSP
Education
Results Coaching Systems 2010 — 2010
Certificate of Coaching Skills
Ivey Business School at Western University 1983 — 1985
MBA
McGill University 1974 — 1977
BA
United World College of the Atlantic 1972 — 1974
IB
QHS
Desire2Learn October 2013 - Present
LeanIntuit 2011 - Present
It's Understood Communication January 2010 - Present
WSIB July 2012 - October 2013
Sunlife Financial April 2008 - November 2009
Butterfield Fulcrum October 2006 - January 2008
HSBC October 2002 - November 2005
Paragon Bermuda Ltd. July 2000 - October 2002
IBM Bermuda February 1996 - July 2000
TD Bank Group January 1994 - February 1996
Skills
Agile Methodologies, Change Management, Coaching, Agile Project Management, Scrum, Business Analysis, Strategy, Business Process, Program Management, Cross-functional Team..., Kanban, Software Development, Retrospectives, EQi, Training & Development, Employee Training, LSP
Education
Results Coaching Systems 2010 — 2010
Certificate of Coaching Skills
Ivey Business School at Western University 1983 — 1985
MBA
McGill University 1974 — 1977
BA
United World College of the Atlantic 1972 — 1974
IB
QHS
Steve Darrow, CA's Butterfield Fulcrum Experience October 2007 - November 2012
Job Investment Manager at Armco Capital
Industry Accounting
Experience
Armco Capital November 2012 - Present
Butterfield Fulcrum October 2007 - November 2012
Deloitte October 2005 - October 2007
GRANT THORNTON 2004 - 2005
Skills
Fund Accounting, Fund Administration, Hedge Funds, Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, Financial Analysis, IFRS, Auditing, Internal Controls, US GAAP, Fund Of Funds, Financial Statements, General Ledger, Valuation, GAAP, Tax, SEC filings, Internal Audit
Education
Atlantic School of Chartered Accountancy 2004 — 2005
Chartered Accountant Designation
Acadia University 1999 — 2004
Bachelor of Business Administration (BBA), Accounting
Armco Capital November 2012 - Present
Butterfield Fulcrum October 2007 - November 2012
Deloitte October 2005 - October 2007
GRANT THORNTON 2004 - 2005
Skills
Fund Accounting, Fund Administration, Hedge Funds, Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, Financial Analysis, IFRS, Auditing, Internal Controls, US GAAP, Fund Of Funds, Financial Statements, General Ledger, Valuation, GAAP, Tax, SEC filings, Internal Audit
Education
Atlantic School of Chartered Accountancy 2004 — 2005
Chartered Accountant Designation
Acadia University 1999 — 2004
Bachelor of Business Administration (BBA), Accounting
Brijesh Nair's Butterfield Fulcrum Experience June 2009 - August 2011
Job Finance Professional
Industry Information Services
Experience
Firstsource Solutions Limited August 2013 - August 2015
Hinduja Global Solutions Inc., August 2011 - August 2013
Butterfield Fulcrum June 2009 - August 2011
Kingfisher Airlines July 2007 - June 2009
Naukri.com September 2005 - June 2007
Skills
Financial Analysis,..., Team Management, Management, Financial Analysis, Analysis, Business Analysis, Competitive Analysis, Business Strategy, MIS, Strategy, Finance, Business Planning, Pricing
Education
Alliance Business Academy 2004 — 2006
Post Graduate Diploma in Business Management, Marketing
Nagpur University 1998 — 2002
Bachelor of Engineering, Electrical
Firstsource Solutions Limited August 2013 - August 2015
Hinduja Global Solutions Inc., August 2011 - August 2013
Butterfield Fulcrum June 2009 - August 2011
Kingfisher Airlines July 2007 - June 2009
Naukri.com September 2005 - June 2007
Skills
Financial Analysis,..., Team Management, Management, Financial Analysis, Analysis, Business Analysis, Competitive Analysis, Business Strategy, MIS, Strategy, Finance, Business Planning, Pricing
Education
Alliance Business Academy 2004 — 2006
Post Graduate Diploma in Business Management, Marketing
Nagpur University 1998 — 2002
Bachelor of Engineering, Electrical
Ghenadie Puscareov's Butterfield Fulcrum Experience March 2011 - July 2011
Job M.Math, PMP, CSM
Industry Computer Software
Experience
Aimia Inc February 2012 - Present
Bell August 2011 - March 2012
Butterfield Fulcrum March 2011 - July 2011
Totem December 2010 - March 2011
Buchanan Technologies September 2008 - November 2010
Agora Consulting Partners April 2006 - September 2008
Skills
PMP, WCF, Database Design, SQL Server, Visual Studio, IIS, VSS, SSRS, SharePoint, Web Services, .NET, Business Requirements, ASP.NET, Architecture, Visio, Active Directory, Software Development, Business Analysis, Web Applications, XML, C#, Integration, AJAX, CMS, Databases, User Interface, Requirements Analysis, Deployment, JavaScript, Servers, Programming, Agile, Problem Solving, SEO, SEM, HTML, SOAP, Crystal Reports, Design Patterns, Application Architecture, ADO.NET, Application Development, TFS, LINQ, T-SQL, SOA, ASP.NET MVC, SSIS, Entity Framework, Microsoft SQL Server
Education
1993 — 1997
M.Math, Applied Mathematics
Toastmasters
Speech Communication and Rhetoric
Aimia Inc February 2012 - Present
Bell August 2011 - March 2012
Butterfield Fulcrum March 2011 - July 2011
Totem December 2010 - March 2011
Buchanan Technologies September 2008 - November 2010
Agora Consulting Partners April 2006 - September 2008
Skills
PMP, WCF, Database Design, SQL Server, Visual Studio, IIS, VSS, SSRS, SharePoint, Web Services, .NET, Business Requirements, ASP.NET, Architecture, Visio, Active Directory, Software Development, Business Analysis, Web Applications, XML, C#, Integration, AJAX, CMS, Databases, User Interface, Requirements Analysis, Deployment, JavaScript, Servers, Programming, Agile, Problem Solving, SEO, SEM, HTML, SOAP, Crystal Reports, Design Patterns, Application Architecture, ADO.NET, Application Development, TFS, LINQ, T-SQL, SOA, ASP.NET MVC, SSIS, Entity Framework, Microsoft SQL Server
Education
1993 — 1997
M.Math, Applied Mathematics
Toastmasters
Speech Communication and Rhetoric
Stephanie Bullington, CPA, CFA's Butterfield Fulcrum Experience 2003 - 2005
Job Vice President, Finance at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2014 - Present
Arrowpoint Asset Management LLC September 2013 - February 2014
OppenheimerFunds January 2010 - August 2013
OppenheimerFunds October 2005 - January 2010
Butterfield Fulcrum 2003 - 2005
Skills
Valuation, Accounting, Mutual Funds, Fund Accounting, Hedge Funds, Asset Allocation, Derivatives, Finance, Internal Controls, Financial Statements, Financial Services, Financial Reporting, Due Diligence, Capital Markets
Education
University of Maryland College Park 1995 — 1999
BS, Finance, Accounting
OppenheimerFunds February 2014 - Present
Arrowpoint Asset Management LLC September 2013 - February 2014
OppenheimerFunds January 2010 - August 2013
OppenheimerFunds October 2005 - January 2010
Butterfield Fulcrum 2003 - 2005
Skills
Valuation, Accounting, Mutual Funds, Fund Accounting, Hedge Funds, Asset Allocation, Derivatives, Finance, Internal Controls, Financial Statements, Financial Services, Financial Reporting, Due Diligence, Capital Markets
Education
University of Maryland College Park 1995 — 1999
BS, Finance, Accounting
Bobbi Jo Gourley's Butterfield Fulcrum Experience May 2009 - February 2011
Job Plan Install Coordinator at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial January 2012 - June 2013
Arbonne Independent Consultant 2011 - 2013
Butterfield Fulcrum May 2009 - February 2011
Sun Life Financial September 2001 - January 2009
Sun Life Financial September 2001 - June 2002
Jerrett Funeral Home - Dignity Memorial Funeral Homes January 1997 - January 1999
Skills
Coaching, Employee Training, Customer Service, Training, Coaching Staff, Professional..., Organization, Outstanding time..., Microsoft Office, Accounting, Lotus Notes, Payroll
Education
Humber College 1997 — 2000
Elmira District Secondary School
University of Guelph
Bachelor of Applied Science (BASc)
Sun Life Financial January 2012 - June 2013
Arbonne Independent Consultant 2011 - 2013
Butterfield Fulcrum May 2009 - February 2011
Sun Life Financial September 2001 - January 2009
Sun Life Financial September 2001 - June 2002
Jerrett Funeral Home - Dignity Memorial Funeral Homes January 1997 - January 1999
Skills
Coaching, Employee Training, Customer Service, Training, Coaching Staff, Professional..., Organization, Outstanding time..., Microsoft Office, Accounting, Lotus Notes, Payroll
Education
Humber College 1997 — 2000
Elmira District Secondary School
University of Guelph
Bachelor of Applied Science (BASc)
Adam Grimm's Butterfield Fulcrum Experience June 2009 - June 2011
Job Trade Processing / Application Support Accountant
Industry Financial Services
Experience
Prime Fund Administration June 2010 - August 2014
Butterfield Fulcrum June 2009 - June 2011
Text and Talk AcademyKoh November 2008 - January 2009
SPBD July 2008 - November 2008
Butterfield Fulcrum Group Limited January 2008 - June 2008
Skills
Fund Administration, Fund Accounting, Hedge Funds, Bloomberg, Derivatives, Financial Modeling, Portfolio Management, Fund Of Funds, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg Terminal
Education
Carleton University 2002 — 2007
B.A.Hons, Economics
Carleton University 2002 — 2006
Bachelor of Arts, Honors Economics
Elmira District Secondary School 1997 — 2001
Prime Fund Administration June 2010 - August 2014
Butterfield Fulcrum June 2009 - June 2011
Text and Talk AcademyKoh November 2008 - January 2009
SPBD July 2008 - November 2008
Butterfield Fulcrum Group Limited January 2008 - June 2008
Skills
Fund Administration, Fund Accounting, Hedge Funds, Bloomberg, Derivatives, Financial Modeling, Portfolio Management, Fund Of Funds, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg Terminal
Education
Carleton University 2002 — 2007
B.A.Hons, Economics
Carleton University 2002 — 2006
Bachelor of Arts, Honors Economics
Elmira District Secondary School 1997 — 2001
Kate MacInnis's Butterfield Fulcrum Experience 2009 - 2011
Job Owner / Senior Accountant at Compass Rose Accounting
Industry Financial Services
Experience
Compass Rose Accounting 2011 - Present
Butterfield Fulcrum 2009 - 2011
Novartis 2008 - 2009
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Hedge Funds, Financial Accounting, Bloomberg, Accounting, Financial Analysis, Auditing, Accruals, Valuation, Internal Controls, Financial Statements, Fund Administration, Equities, Financial Modeling, Variance Analysis, Strategic Financial..., Tax, Internal Audit
Education
Certified Management Accountants of Nova Scotia 2009 — 2014
Completed the Acceleratted entrance program to the CMA program, Accounting
Registered Public Accounting
Registered Public Accountant (RPA), Accounting
University of Prince Edward Island 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Business/Management
Holland College 2002 — 2004
Certified Accounting Technician, Accounting
Compass Rose Accounting 2011 - Present
Butterfield Fulcrum 2009 - 2011
Novartis 2008 - 2009
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Hedge Funds, Financial Accounting, Bloomberg, Accounting, Financial Analysis, Auditing, Accruals, Valuation, Internal Controls, Financial Statements, Fund Administration, Equities, Financial Modeling, Variance Analysis, Strategic Financial..., Tax, Internal Audit
Education
Certified Management Accountants of Nova Scotia 2009 — 2014
Completed the Acceleratted entrance program to the CMA program, Accounting
Registered Public Accounting
Registered Public Accountant (RPA), Accounting
University of Prince Edward Island 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Business/Management
Holland College 2002 — 2004
Certified Accounting Technician, Accounting
Kristin Cheeseman's Butterfield Fulcrum Experience November 2006 - April 2010
Job Principal Global Investors Global Marketing Consultant
Industry Financial Services
Experience
Principal Global Investors August 2015 - Present
Pine River Capital Management September 2013 - April 2015
Goldman Sachs June 2010 - August 2013
Butterfield Fulcrum November 2006 - April 2010
Spectrum Global Fund Administration August 2004 - July 2006
Skills
Financial Modeling, Alternative Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Entrepreneurial Management
Roosevelt 1995 — 1999
Principal Global Investors August 2015 - Present
Pine River Capital Management September 2013 - April 2015
Goldman Sachs June 2010 - August 2013
Butterfield Fulcrum November 2006 - April 2010
Spectrum Global Fund Administration August 2004 - July 2006
Skills
Financial Modeling, Alternative Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Entrepreneurial Management
Roosevelt 1995 — 1999
Daniel Cui, MBA, CFA, FRM's Butterfield Fulcrum Experience August 2007 - April 2008
Job Senior Risk Analyst at CIBC
Industry Financial Services
Experience
CIBC March 2014 - Present
CIBC August 2010 - Present
State Street April 2008 - August 2010
Butterfield Fulcrum August 2007 - April 2008
TD Canada Trust August 2006 - August 2007
CIBC Wood Gundy January 2005 - December 2005
Nomura Securities August 1994 - September 1998
Skills
Derivatives, Analysis, Credit, Financial Analysis, Risk, Variances, Excel, Risk Management, Variance Analysis, Market Risk, P&L, Financial Reporting, Fixed Income, Options, Swaps, Reconciliations, Capital Markets, Financial Modeling, Bloomberg, Valuation, Equities, Hedge Funds, Credit Risk
Education
Cranfield University - Cranfield School of Management 2002 — 2003
MBA, Finance
Shanghai Normal University 1987 — 1991
Bacholar of science, Mathematics
CIBC March 2014 - Present
CIBC August 2010 - Present
State Street April 2008 - August 2010
Butterfield Fulcrum August 2007 - April 2008
TD Canada Trust August 2006 - August 2007
CIBC Wood Gundy January 2005 - December 2005
Nomura Securities August 1994 - September 1998
Skills
Derivatives, Analysis, Credit, Financial Analysis, Risk, Variances, Excel, Risk Management, Variance Analysis, Market Risk, P&L, Financial Reporting, Fixed Income, Options, Swaps, Reconciliations, Capital Markets, Financial Modeling, Bloomberg, Valuation, Equities, Hedge Funds, Credit Risk
Education
Cranfield University - Cranfield School of Management 2002 — 2003
MBA, Finance
Shanghai Normal University 1987 — 1991
Bacholar of science, Mathematics
Shawn Jezard, CPA, CMA's Butterfield Fulcrum Experience June 2009 - July 2010
Job Senior Account Manager at Prime Management Limited, SS&C GlobeOp
Industry Investment Management
Experience
Prime Management Limited, subsidiary of SS&C GlobeOp July 2014 - Present
Prime Management Limited, subsidiary of SS&C GlobeOp July 2011 - June 2014
Prime Fund Administration Limited July 2010 - July 2011
Butterfield Fulcrum June 2009 - July 2010
Butterfield Fulcrum September 2007 - June 2010
Skills
Strong analytical..., Advanced Excel skills..., Excellent..., Highly motivated,..., Effective time..., Commitment to..., Works effectively..., Adaptable and flexible..., Strong understanding of..., Experience with...
Education
Society of Management Accountants of Ontario 2008 — 2010
Certified Management Accountant
University of Guelph 2003 — 2007
Honours Bachelor of Commerce, Management Economics in Industry & Finance
Prime Management Limited, subsidiary of SS&C GlobeOp July 2014 - Present
Prime Management Limited, subsidiary of SS&C GlobeOp July 2011 - June 2014
Prime Fund Administration Limited July 2010 - July 2011
Butterfield Fulcrum June 2009 - July 2010
Butterfield Fulcrum September 2007 - June 2010
Skills
Strong analytical..., Advanced Excel skills..., Excellent..., Highly motivated,..., Effective time..., Commitment to..., Works effectively..., Adaptable and flexible..., Strong understanding of..., Experience with...
Education
Society of Management Accountants of Ontario 2008 — 2010
Certified Management Accountant
University of Guelph 2003 — 2007
Honours Bachelor of Commerce, Management Economics in Industry & Finance
Nik Rowlston's Butterfield Fulcrum Experience 2001 - 2012
Job Director, Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services June 2014 - Present
Intelligii Consulting Ltd. 2012 - Present
G X Consult Ltd September 2012 - June 2014
Butterfield Fulcrum 2001 - 2012
Arthur Andersen September 1997 - February 2001
Skills
Management Consulting, Compliance, Shared Services, Outsourcing, Accounting, Operational Risk..., Fund Services, Large Scale..., Small Business..., Entrepreneurship, Team Leadership, client relationship..., Project Management, CRM, Business Process, Financial Reporting, Hedge Funds, Financial Analysis, Investments, Fund Administration, Business Process..., Auditing, Valuation, Change Management, Risk Management, Financial Services, Leadership, Derivatives, Internal Audit, Analysis, Portfolio Management, Operational Risk, Mutual Funds, AML, Anti Money Laundering
Education
Institute of Chartered Accountants in England and Wales 1997 — 2000
CA (UK), Accounting
University of Nottingham 1993 — 1997
Masters, Mechanical Engineering
Conifer Financial Services June 2014 - Present
Intelligii Consulting Ltd. 2012 - Present
G X Consult Ltd September 2012 - June 2014
Butterfield Fulcrum 2001 - 2012
Arthur Andersen September 1997 - February 2001
Skills
Management Consulting, Compliance, Shared Services, Outsourcing, Accounting, Operational Risk..., Fund Services, Large Scale..., Small Business..., Entrepreneurship, Team Leadership, client relationship..., Project Management, CRM, Business Process, Financial Reporting, Hedge Funds, Financial Analysis, Investments, Fund Administration, Business Process..., Auditing, Valuation, Change Management, Risk Management, Financial Services, Leadership, Derivatives, Internal Audit, Analysis, Portfolio Management, Operational Risk, Mutual Funds, AML, Anti Money Laundering
Education
Institute of Chartered Accountants in England and Wales 1997 — 2000
CA (UK), Accounting
University of Nottingham 1993 — 1997
Masters, Mechanical Engineering
Irving Rivas's Butterfield Fulcrum Experience January 2008 - April 2011
Job Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group November 2013 - Present
Shoppers Drug Mart August 2013 - October 2013
Rogers Communications November 2011 - July 2013
ADP Canada May 2011 - November 2011
Butterfield Fulcrum January 2008 - April 2011
Mercer July 2007 - December 2007
AGF Management Limited January 2006 - May 2007
TD Bank Group January 2005 - January 2006
AllianceOne April 2004 - January 2005
Skills
Financial Reporting, Account Reconciliation, Financial Analysis, Accounting, Internal Controls, Auditing, Finance, Accounts Receivable, Financial Statements, Financial Accounting, Forecasting, Cash Flow, General Ledger, Accounts Payable, Corporate Finance, Management, Data Mining, Business Process..., Microsoft SQL Server, Excel Models
Education
Dalhousie University 1999 — 2003
Bachelor of Commerce, Accounting
BMO Financial Group November 2013 - Present
Shoppers Drug Mart August 2013 - October 2013
Rogers Communications November 2011 - July 2013
ADP Canada May 2011 - November 2011
Butterfield Fulcrum January 2008 - April 2011
Mercer July 2007 - December 2007
AGF Management Limited January 2006 - May 2007
TD Bank Group January 2005 - January 2006
AllianceOne April 2004 - January 2005
Skills
Financial Reporting, Account Reconciliation, Financial Analysis, Accounting, Internal Controls, Auditing, Finance, Accounts Receivable, Financial Statements, Financial Accounting, Forecasting, Cash Flow, General Ledger, Accounts Payable, Corporate Finance, Management, Data Mining, Business Process..., Microsoft SQL Server, Excel Models
Education
Dalhousie University 1999 — 2003
Bachelor of Commerce, Accounting
Daniel MacKinnon's Butterfield Fulcrum Experience 2010 - 2011
Job Faculty, Business and Marketing at NSCC
Industry Marketing and Advertising
Experience
NSCC September 2014 - Present
Advanced Precision Machining and Fabrication Ltd. November 2012 - September 2014
Advanced Precision Machining and Fabrication Ltd. January 2012 - November 2012
Butterfield Fulcrum 2010 - 2011
Nova Scotia Department of Transportation and Infrastructure Renewal May 2006 - September 2009
Skills
Business Development, International Business..., Marketing Strategy, Strategic Planning, Project Coordination, Public Speaking, Communication, Presentations, Financial Analysis, Financial Reporting, Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Social Media, Team Leadership, Team Management, Critical Thinking, SAP
Education
Dalhousie University 2008 — 2010
Master of Business Administration, Marketing/International Business
Cape Breton University 2004 — 2008
Bachelor of Business Administration, Finance/Economics
NSCC September 2014 - Present
Advanced Precision Machining and Fabrication Ltd. November 2012 - September 2014
Advanced Precision Machining and Fabrication Ltd. January 2012 - November 2012
Butterfield Fulcrum 2010 - 2011
Nova Scotia Department of Transportation and Infrastructure Renewal May 2006 - September 2009
Skills
Business Development, International Business..., Marketing Strategy, Strategic Planning, Project Coordination, Public Speaking, Communication, Presentations, Financial Analysis, Financial Reporting, Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Social Media, Team Leadership, Team Management, Critical Thinking, SAP
Education
Dalhousie University 2008 — 2010
Master of Business Administration, Marketing/International Business
Cape Breton University 2004 — 2008
Bachelor of Business Administration, Finance/Economics