Canaccord Genuity Inc.
Industry: Financial services company
DescriptionCanaccord Genuity Group Inc. is a global, full-service investment banking and financial services company that specializes in wealth management and brokerage in capital markets. It is the largest independent investment dealer in Canada. CEO: Daniel Daviau (Oct 1, 2015–) Assets under management: 31.3 billion CAD (2014) Headquarters: Vancouver, Canada Subsidiaries: Jitney Trade, Inc.,
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Canaccord Genuity Inc. Employees
Employee
Years
Job
Industry
Rob Oliver Rob Oliver's Canaccord Genuity Inc. Experience March 2009 - June 2013
Job Director, Technology Sector Desk Specialist at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2013 - Present
Canaccord Genuity Inc. March 2009 - June 2013
Stanford Group Company January 2008 - February 2009
Fulcrum Global Partners 2005 - 2006
SoundView Technology Group 1997 - 2004
Skills
Institutional Sales, Equity Research, Capital Markets, Equities, Series 7, Information Technology
Education
The University of Texas at Austin 1995 — 1996
Master of Arts (MA)
Hobart College 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Robert W. Baird & Co. July 2013 - Present
Canaccord Genuity Inc. March 2009 - June 2013
Stanford Group Company January 2008 - February 2009
Fulcrum Global Partners 2005 - 2006
SoundView Technology Group 1997 - 2004
Skills
Institutional Sales, Equity Research, Capital Markets, Equities, Series 7, Information Technology
Education
The University of Texas at Austin 1995 — 1996
Master of Arts (MA)
Hobart College 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
James Magee's Canaccord Genuity Inc. Experience October 2013 - June 2014
Job Equity Research Associate at GMP Securities
Industry Investment Banking
Experience
GMP Securities November 2014 - Present
Global Hunter Securities June 2014 - November 2014
Canaccord Genuity Inc. October 2013 - June 2014
Global Hunter Securities April 2013 - October 2013
HAZCO Environmental September 2009 - February 2013
Skills
Environmental Awareness, Environmental..., Environmental Science, Environmental Consulting, Soil, Forecasting, Auditing, Teamwork, Time Management, Risk Management, Management, Financial Accounting, Budgets, Negotiation, Portfolio Management, Analysis, Financial Analysis, Accounting, Investments, Financial Modeling, Due Diligence, Economics, Finance, Equity Research, Valuation, Corporate Finance, Financial Reporting, Capital Markets, Bloomberg
Education
The University of British Columbia 2007 — 2012
Bachelor of Management, Finance, Accounting, Economics
GMP Securities November 2014 - Present
Global Hunter Securities June 2014 - November 2014
Canaccord Genuity Inc. October 2013 - June 2014
Global Hunter Securities April 2013 - October 2013
HAZCO Environmental September 2009 - February 2013
Skills
Environmental Awareness, Environmental..., Environmental Science, Environmental Consulting, Soil, Forecasting, Auditing, Teamwork, Time Management, Risk Management, Management, Financial Accounting, Budgets, Negotiation, Portfolio Management, Analysis, Financial Analysis, Accounting, Investments, Financial Modeling, Due Diligence, Economics, Finance, Equity Research, Valuation, Corporate Finance, Financial Reporting, Capital Markets, Bloomberg
Education
The University of British Columbia 2007 — 2012
Bachelor of Management, Finance, Accounting, Economics
Haoran Zheng Haoran Zheng's Canaccord Genuity Inc. Experience May 2011 - September 2011
Job Assistant Vice President at Bank of the West
Industry Banking
Experience
Bank of the West (BNP Paribas - USA) September 2014 - Present
Laureate Education February 2014 - August 2014
Laureate Education September 2012 - February 2014
Thunderbird School of Global Management May 2011 - May 2012
Canaccord Genuity Inc. May 2011 - September 2011
Lincoln Financial Group May 2009 - September 2009
Polygrace Group 2006 - 2008
Skills
Equity Capital Markets, Business Valuation, Cross-functional Team..., Investment Banking, Mandarin, Transaction Services, Financial Reporting, Team Leadership, Bloomberg, Communication, Corporate Finance, Analysis, Financial Modeling, Financial Analysis, Strategic Planning, Valuation, Strategy, Entrepreneurship, Private Equity, Transaction Processing, Emerging Markets, Leadership, Corporate FP&A, Mergers & Acquisitions
Education
Thunderbird School of Global Management 2011 — 2012
MBA in Finance, Corporate Finance, Capital Markets
Rowan University 2010 — 2011
Master's degree, Finance, GPA 4.0, graduated as first class Honor
CFA Institute 2009 — 2010
CFA level 2 Candidate
Zhengzhou University 2002 — 2006
BS, Computer Information System
Bank of the West (BNP Paribas - USA) September 2014 - Present
Laureate Education February 2014 - August 2014
Laureate Education September 2012 - February 2014
Thunderbird School of Global Management May 2011 - May 2012
Canaccord Genuity Inc. May 2011 - September 2011
Lincoln Financial Group May 2009 - September 2009
Polygrace Group 2006 - 2008
Skills
Equity Capital Markets, Business Valuation, Cross-functional Team..., Investment Banking, Mandarin, Transaction Services, Financial Reporting, Team Leadership, Bloomberg, Communication, Corporate Finance, Analysis, Financial Modeling, Financial Analysis, Strategic Planning, Valuation, Strategy, Entrepreneurship, Private Equity, Transaction Processing, Emerging Markets, Leadership, Corporate FP&A, Mergers & Acquisitions
Education
Thunderbird School of Global Management 2011 — 2012
MBA in Finance, Corporate Finance, Capital Markets
Rowan University 2010 — 2011
Master's degree, Finance, GPA 4.0, graduated as first class Honor
CFA Institute 2009 — 2010
CFA level 2 Candidate
Zhengzhou University 2002 — 2006
BS, Computer Information System
Salvatore Lionti Salvatore Lionti's Canaccord Genuity Inc. Experience April 2004 - May 2014
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2014 - Present
Canaccord Genuity Inc. April 2004 - May 2014
Skills
Hedge Funds, Sales, Customer Service, Microsoft Office, Management, Investments, Equities, Alternative Investments, Financial Analysis, Portfolio Management, Fixed Income, Investment Banking, Asset Management, Trading, Finance, Capital Markets, Series 63, Series 7, Securities, Bloomberg, Financial Services, Valuation, Risk Management, Financial Markets, Equity Trading, Derivatives, Options, Marketing, Banking, Wealth Management, Financial Modeling, Bonds, Mutual Funds, Private Equity, Electronic Trading
Education
Montclair State University 1992 — 1996
Bachelor's degree, Finance and Economics
Prudential Financial October 2014 - Present
Canaccord Genuity Inc. April 2004 - May 2014
Skills
Hedge Funds, Sales, Customer Service, Microsoft Office, Management, Investments, Equities, Alternative Investments, Financial Analysis, Portfolio Management, Fixed Income, Investment Banking, Asset Management, Trading, Finance, Capital Markets, Series 63, Series 7, Securities, Bloomberg, Financial Services, Valuation, Risk Management, Financial Markets, Equity Trading, Derivatives, Options, Marketing, Banking, Wealth Management, Financial Modeling, Bonds, Mutual Funds, Private Equity, Electronic Trading
Education
Montclair State University 1992 — 1996
Bachelor's degree, Finance and Economics
Tony Ren's Canaccord Genuity Inc. Experience May 2015 - Present
Job Investment Banking Summer Analyst at Canaccord Genuity Inc.
Industry Financial Services
Experience
Desautels Capital Management May 2015 - Present
Canaccord Genuity Inc. May 2015 - Present
ACIIC September 2014 - Present
Synergis Capital Management November 2014 - April 2015
RBC September 2012 - November 2014
Students' Society of McGill University September 2013 - September 2014
RBC July 2012 - September 2012
Skills
Corporate Finance, Financial Modeling, Equity Trading, Valuation, Entrepreneurship, Public Speaking, Leadership, Social Media, Marketing, Web Design, Business Development, Teamwork, Graphic Design, Strategic Planning, Management, Event Planning
Education
McGill University 2013 — 2017
Bachelor of Commerce (B.Com.), Honours in Investment Management
Bayview Secondary School 2009 — 2013
Ontario Secondary School Diploma, International Baccalaureate Diploma, Ontario Scholar
Desautels Capital Management May 2015 - Present
Canaccord Genuity Inc. May 2015 - Present
ACIIC September 2014 - Present
Synergis Capital Management November 2014 - April 2015
RBC September 2012 - November 2014
Students' Society of McGill University September 2013 - September 2014
RBC July 2012 - September 2012
Skills
Corporate Finance, Financial Modeling, Equity Trading, Valuation, Entrepreneurship, Public Speaking, Leadership, Social Media, Marketing, Web Design, Business Development, Teamwork, Graphic Design, Strategic Planning, Management, Event Planning
Education
McGill University 2013 — 2017
Bachelor of Commerce (B.Com.), Honours in Investment Management
Bayview Secondary School 2009 — 2013
Ontario Secondary School Diploma, International Baccalaureate Diploma, Ontario Scholar
Filip Sierpinski's Canaccord Genuity Inc. Experience January 2013 - March 2014
Job Inside Sales Associate at PenderFund Capital Management
Industry Sports
Experience
PenderFund Capital Management April 2014 - Present
Serpen Services June 2012 - Present
Canaccord Genuity Inc. January 2013 - March 2014
Social Fluency September 2011 - August 2012
Arbutus Club March 2009 - August 2012
Skate4Cancer 2001 - 2011
NYC Medics July 2008 - November 2008
Skills
Facebook, Nonprofits, Leadership, Coaching, Time Management, Fitness, Sales, Music, Social Media, Video, Event Planning, Public Speaking, Marketing Strategy, Management, Marketing, Project Management
Education
Humber College 2007 — 2008
International Project Management
York University 2002 — 2007
Bachelor of Environmental Studies with Honours, Resource Management, Geographic Information Systems Certificate
UNIVERSITY OF AUTONOMA MADRID
Spanish Language Certificate
PenderFund Capital Management April 2014 - Present
Serpen Services June 2012 - Present
Canaccord Genuity Inc. January 2013 - March 2014
Social Fluency September 2011 - August 2012
Arbutus Club March 2009 - August 2012
Skate4Cancer 2001 - 2011
NYC Medics July 2008 - November 2008
Skills
Facebook, Nonprofits, Leadership, Coaching, Time Management, Fitness, Sales, Music, Social Media, Video, Event Planning, Public Speaking, Marketing Strategy, Management, Marketing, Project Management
Education
Humber College 2007 — 2008
International Project Management
York University 2002 — 2007
Bachelor of Environmental Studies with Honours, Resource Management, Geographic Information Systems Certificate
UNIVERSITY OF AUTONOMA MADRID
Spanish Language Certificate
Kunal Paymaster Kunal Paymaster's Canaccord Genuity Inc. Experience March 2012 - March 2012
Job Vice President at SightLine Partners
Industry Venture Capital & Private Equity
Experience
SightLine Partners May 2012 - Present
Canaccord Genuity Inc. March 2012 - March 2012
Boston Scientific Corp June 2005 - March 2012
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration with Honors, Analytic Finance, Entrepreneurship
University of Wisconsin-Madison 2003 — 2005
Master of Science (M.S.), Electrical Engineering
Purdue University 1999 — 2002
Bachelor of Science (B.S.), Electrical Engineering
CFA Institute
SightLine Partners May 2012 - Present
Canaccord Genuity Inc. March 2012 - March 2012
Boston Scientific Corp June 2005 - March 2012
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration with Honors, Analytic Finance, Entrepreneurship
University of Wisconsin-Madison 2003 — 2005
Master of Science (M.S.), Electrical Engineering
Purdue University 1999 — 2002
Bachelor of Science (B.S.), Electrical Engineering
CFA Institute
Jeff Lindquist Jeff Lindquist's Canaccord Genuity Inc. Experience June 2011 - June 2013
Job MBA Candidate, Kellogg School of Management
Industry Higher Education
Experience
Navigator Ltd July 2013 - July 2015
Canaccord Genuity Inc. June 2011 - June 2013
Goldman Sachs June 2010 - August 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Richard Ivey School of Business 2009 — 2011
Honours Business Administration (HBA), Dean's Honour List
Navigator Ltd July 2013 - July 2015
Canaccord Genuity Inc. June 2011 - June 2013
Goldman Sachs June 2010 - August 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Richard Ivey School of Business 2009 — 2011
Honours Business Administration (HBA), Dean's Honour List
Christophe Bourque Christophe Bourque's Canaccord Genuity Inc. Experience January 2008 - June 2008
Job Vice President at Tandem Expansion Fund
Industry Venture Capital & Private Equity
Experience
Tandem Expansion Fund June 2014 - Present
Tandem Expansion Fund May 2012 - June 2014
Tandem Expansion Fund September 2010 - April 2012
BMO Capital Markets July 2008 - June 2010
Canaccord Genuity Inc. January 2008 - June 2008
European Bank for Reconstruction and Development April 2007 - September 2007
Refco Trading Services May 2005 - April 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Investment Banking, Private Equity, Equities, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Corporate Development, Investments, Management, Portfolio Management
Education
McGill University 2004 — 2007
B Com, Finance
Tandem Expansion Fund June 2014 - Present
Tandem Expansion Fund May 2012 - June 2014
Tandem Expansion Fund September 2010 - April 2012
BMO Capital Markets July 2008 - June 2010
Canaccord Genuity Inc. January 2008 - June 2008
European Bank for Reconstruction and Development April 2007 - September 2007
Refco Trading Services May 2005 - April 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Investment Banking, Private Equity, Equities, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Corporate Development, Investments, Management, Portfolio Management
Education
McGill University 2004 — 2007
B Com, Finance
Joseph Feldman's Canaccord Genuity Inc. Experience 2013 - 2013
Job CamrostFelcorp Inc.
Industry Real Estate
Experience
Camrost-Felcorp Inc. 2014 - Present
Canaccord Genuity Inc. 2013 - 2013
BMO Financial Group 2012 - 2012
McGill University 2012 - 2012
Abbey Road Ventures 2011 - 2011
Camrost-Felcorp Inc. 2010 - 2010
Montana Steele Strategic Marketing 2009 - 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Adobe Creative Suite, Microsoft Excel, Accounting, Financial Modeling, Budgets, Microsoft Word, Corporate Finance, Market Research, Bloomberg Terminal, Finance, Due Diligence, Mergers, Investment Banking, Valuation, Teamwork
Education
McGill University 2010 — 2014
Bachelor of Commerce (BCom), Finance
Upper Canada College 1999 — 2010
International Baccalaureate Diploma, IB Program
Camrost-Felcorp Inc. 2014 - Present
Canaccord Genuity Inc. 2013 - 2013
BMO Financial Group 2012 - 2012
McGill University 2012 - 2012
Abbey Road Ventures 2011 - 2011
Camrost-Felcorp Inc. 2010 - 2010
Montana Steele Strategic Marketing 2009 - 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Adobe Creative Suite, Microsoft Excel, Accounting, Financial Modeling, Budgets, Microsoft Word, Corporate Finance, Market Research, Bloomberg Terminal, Finance, Due Diligence, Mergers, Investment Banking, Valuation, Teamwork
Education
McGill University 2010 — 2014
Bachelor of Commerce (BCom), Finance
Upper Canada College 1999 — 2010
International Baccalaureate Diploma, IB Program
Christopher Schmied Christopher Schmied's Canaccord Genuity Inc. Experience May 2013 - August 2013
Job Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
Canaccord Genuity Inc. May 2013 - August 2013
University Students' Council at The University of Western Ontario April 2011 - April 2013
Richard Ivey School of Business September 2012 - January 2013
Baxter Healthcare May 2012 - August 2012
Baxter Healthcare May 2011 - September 2011
Baxter Healthcare May 2010 - August 2010
Skills
Detail-Oriented, Financial Modeling, Financial Analysis, Critical Thinking, Reconciliation, Teamwork, Accounting, Customer Service, Leadership, Finance, Auditing, Analytics
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2014
HBA, Honors Business Administration
The University of Western Ontario 2009 — 2014
BMSc, Medical Science
CFA Institute 2012 — 2012
Level I Candidate
Philip Pocock Catholic Secondary School 2005 — 2009
UBS Investment Bank July 2014 - Present
Canaccord Genuity Inc. May 2013 - August 2013
University Students' Council at The University of Western Ontario April 2011 - April 2013
Richard Ivey School of Business September 2012 - January 2013
Baxter Healthcare May 2012 - August 2012
Baxter Healthcare May 2011 - September 2011
Baxter Healthcare May 2010 - August 2010
Skills
Detail-Oriented, Financial Modeling, Financial Analysis, Critical Thinking, Reconciliation, Teamwork, Accounting, Customer Service, Leadership, Finance, Auditing, Analytics
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2014
HBA, Honors Business Administration
The University of Western Ontario 2009 — 2014
BMSc, Medical Science
CFA Institute 2012 — 2012
Level I Candidate
Philip Pocock Catholic Secondary School 2005 — 2009
Mimi Valverde Mimi Valverde's Canaccord Genuity Inc. Experience February 1999 - July 2012
Job Operations Specialist at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. February 1999 - July 2012
Putnam Investments May 1992 - June 1998
Skills
Fixed Income, Equities, Securities, Equity Trading, Investment Banking, Bloomberg, Back Office, Trading, Trading Systems, Settlement, Mutual Funds, Corporate Actions, Capital Markets
Education
Cambridge Rindge and Latin
Savannah College of Art and Design
Canaccord Genuity Inc. February 1999 - July 2012
Putnam Investments May 1992 - June 1998
Skills
Fixed Income, Equities, Securities, Equity Trading, Investment Banking, Bloomberg, Back Office, Trading, Trading Systems, Settlement, Mutual Funds, Corporate Actions, Capital Markets
Education
Cambridge Rindge and Latin
Savannah College of Art and Design
Douglas Walford CISSP ITIL Douglas Walford CISSP ITIL's Canaccord Genuity Inc. Experience October 2009 - February 2013
Job Manager, Engineering, Infrastructure & Operations at Shearman & Sterling LLP
Industry Financial Services
Experience
Shearman & Sterling LLP October 2014 - Present
Walford Group Inc August 2014 - Present
CoreOne Technologies June 2013 - August 2014
Canaccord Genuity Inc. October 2009 - February 2013
EIA Inc. April 2008 - October 2009
Mizuho Corporate Bank 2008 - 2009
CorrectNet, Inc April 2005 - April 2008
Dedicated Network Solutions, LLC September 1999 - March 2005
Datanet, Inc April 1999 - March 2000
Self Employed January 1994 - July 1999
Skills
CISSP, MCP, A+ Certified, Bluecoat, Checkpoint Security, Bluecoat Proxies, Cisco Firewall Security, Cisco IOS, Network Security, Microsoft Exchange, AD Migration, Datacentres, Websense, Juniper, Dell PowerEdge Servers, HP Server Hardware, SAN, iSCSI, Isp, Internet Services, Private Line, Co-location, Microsoft Certified..., Checkpoint, Data Center, Networking, Active Directory, ITIL v3 Foundations..., Information Security..., Information Security, Virtualization, Security, Windows Server, Firewalls, VPN, VMware, Cisco Technologies, Integration, DHCP, ITIL, System Deployment, Network Engineering, Infrastructure, Network Design, Hardware, DNS, Servers, WAN, LAN-WAN, Storage Area Networks
Education
London School of Economics and Political Science 2009 — 2015
Business, Business (In progress)
University of Sussex 1997 — 1998
BEng, Electrical and Electronics Engineering
Lewes Tertiary College 1995 — 1997
BTEC HND, Engineering
Uckfield Community College 1991 — 1995
Shearman & Sterling LLP October 2014 - Present
Walford Group Inc August 2014 - Present
CoreOne Technologies June 2013 - August 2014
Canaccord Genuity Inc. October 2009 - February 2013
EIA Inc. April 2008 - October 2009
Mizuho Corporate Bank 2008 - 2009
CorrectNet, Inc April 2005 - April 2008
Dedicated Network Solutions, LLC September 1999 - March 2005
Datanet, Inc April 1999 - March 2000
Self Employed January 1994 - July 1999
Skills
CISSP, MCP, A+ Certified, Bluecoat, Checkpoint Security, Bluecoat Proxies, Cisco Firewall Security, Cisco IOS, Network Security, Microsoft Exchange, AD Migration, Datacentres, Websense, Juniper, Dell PowerEdge Servers, HP Server Hardware, SAN, iSCSI, Isp, Internet Services, Private Line, Co-location, Microsoft Certified..., Checkpoint, Data Center, Networking, Active Directory, ITIL v3 Foundations..., Information Security..., Information Security, Virtualization, Security, Windows Server, Firewalls, VPN, VMware, Cisco Technologies, Integration, DHCP, ITIL, System Deployment, Network Engineering, Infrastructure, Network Design, Hardware, DNS, Servers, WAN, LAN-WAN, Storage Area Networks
Education
London School of Economics and Political Science 2009 — 2015
Business, Business (In progress)
University of Sussex 1997 — 1998
BEng, Electrical and Electronics Engineering
Lewes Tertiary College 1995 — 1997
BTEC HND, Engineering
Uckfield Community College 1991 — 1995
Derek Theobalds, MFin's Canaccord Genuity Inc. Experience May 2011 - June 2013
Job Director, Investor Relations at Manulife Financial
Industry Financial Services
Experience
Manulife Financial January 2015 - Present
Manulife Financial August 2013 - January 2015
Canaccord Genuity Inc. May 2011 - June 2013
Canaccord Genuity Inc. September 2009 - May 2011
Osler Bluff Ski Club 2004 - 2011
TD Institutional Services September 2008 - September 2009
TD Waterhouse May 2008 - September 2008
Skills
Equity Trading, Bloomberg, Capital Markets, Valuation, Securities, Derivatives, Financial Modeling, Corporate Finance, Equities, Banking, Equity Derivatives, Mutual Funds, Hedge Funds, Equity Research, Fixed Income, Trading, Investment Banking, Financial Markets, Investments, Equity Valuation, Trading Systems, Portfolio Management, Asset Management, Alternative Investments, Emerging Markets, Strategy, Business Development, Strategic Planning, Leadership, Financial Analysis
Education
Queen's University 2012 — 2013
Masters of Finance, Queen's School of Business
The University of Western Ontario 2003 — 2007
Bachelor of Management & Organizational Studies
Manulife Financial January 2015 - Present
Manulife Financial August 2013 - January 2015
Canaccord Genuity Inc. May 2011 - June 2013
Canaccord Genuity Inc. September 2009 - May 2011
Osler Bluff Ski Club 2004 - 2011
TD Institutional Services September 2008 - September 2009
TD Waterhouse May 2008 - September 2008
Skills
Equity Trading, Bloomberg, Capital Markets, Valuation, Securities, Derivatives, Financial Modeling, Corporate Finance, Equities, Banking, Equity Derivatives, Mutual Funds, Hedge Funds, Equity Research, Fixed Income, Trading, Investment Banking, Financial Markets, Investments, Equity Valuation, Trading Systems, Portfolio Management, Asset Management, Alternative Investments, Emerging Markets, Strategy, Business Development, Strategic Planning, Leadership, Financial Analysis
Education
Queen's University 2012 — 2013
Masters of Finance, Queen's School of Business
The University of Western Ontario 2003 — 2007
Bachelor of Management & Organizational Studies
John Tesoro John Tesoro's Canaccord Genuity Inc. Experience 1997 - 2007
Job VP, Americas Sales & Global Business Development at Danaher Industrial Technologies
Industry Information Technology and Services
Experience
Danaher - Industrial Technologies 2014 - Present
Danaher - Industrial Technologies 2012 - Present
Attua Advisers 2009 - 2012
Pacific Crest Securities 2007 - 2009
Canaccord Genuity Inc. 1997 - 2007
Alex. Brown & Sons 1991 - 1997
GenRad 1984 - 1989
Skills
Strategic Planning, Business Strategy, Mergers & Acquisitions, Strategic Leadership, Market Research, Marketing Strategy, Acquisition Integration, Go-to-market Strategy, Sales Management, Sales Process, Team Building, Team Leadership, Team Management, Cross-functional Team..., Project Management, Pricing Strategy, Talent Management, Talent Developer, Technology, Technology Management, Energy Industry, Condition Monitoring, Electrical Industry, Electrical Equipment, Software, Sensors, Power Utilities, Oil/Gas, Oil & Gas Industry, Strategy, Financial Modeling, Management, Business Development, Due Diligence, Corporate Development
Education
William E. Simon School of Business 1989 — 1991
MBA, Finance
Rensselaer Polytechnic Institute 1980 — 1984
Bachelor of Science (BS), Electrical Engineering
Danaher - Industrial Technologies 2014 - Present
Danaher - Industrial Technologies 2012 - Present
Attua Advisers 2009 - 2012
Pacific Crest Securities 2007 - 2009
Canaccord Genuity Inc. 1997 - 2007
Alex. Brown & Sons 1991 - 1997
GenRad 1984 - 1989
Skills
Strategic Planning, Business Strategy, Mergers & Acquisitions, Strategic Leadership, Market Research, Marketing Strategy, Acquisition Integration, Go-to-market Strategy, Sales Management, Sales Process, Team Building, Team Leadership, Team Management, Cross-functional Team..., Project Management, Pricing Strategy, Talent Management, Talent Developer, Technology, Technology Management, Energy Industry, Condition Monitoring, Electrical Industry, Electrical Equipment, Software, Sensors, Power Utilities, Oil/Gas, Oil & Gas Industry, Strategy, Financial Modeling, Management, Business Development, Due Diligence, Corporate Development
Education
William E. Simon School of Business 1989 — 1991
MBA, Finance
Rensselaer Polytechnic Institute 1980 — 1984
Bachelor of Science (BS), Electrical Engineering
Bryden Richardson Bryden Richardson's Canaccord Genuity Inc. Experience April 2010 - July 2010
Job Managing Partner at Cairn Merchant Partners
Industry Capital Markets
Experience
Cairn Merchant Partners March 2013 - Present
Roper Capital Corporation July 2010 - Present
Scaffold - Russ Dilworth Ltd. February 2012 - Present
Canaccord Genuity Inc. April 2010 - July 2010
Genuity Capital Markets August 2007 - April 2010
Westwind Partners May 2005 - August 2005
Skills
Capital Markets, Due Diligence, Construction, Business Strategy, Corporate Finance, Mergers & Acquisitions, Venture Capital, Financial Modeling, Financial Analysis, Management Consulting, Equity Research, Private Equity, Strategic Planning, Investment Banking, Entrepreneurship, Restructuring, Valuation, Business Development, Start-ups, Investments, Strategy, Bloomberg, Equities, Portfolio Management, IPO, Corporate Development
Education
Queen's University 2003 — 2007
BCOM
Cairn Merchant Partners March 2013 - Present
Roper Capital Corporation July 2010 - Present
Scaffold - Russ Dilworth Ltd. February 2012 - Present
Canaccord Genuity Inc. April 2010 - July 2010
Genuity Capital Markets August 2007 - April 2010
Westwind Partners May 2005 - August 2005
Skills
Capital Markets, Due Diligence, Construction, Business Strategy, Corporate Finance, Mergers & Acquisitions, Venture Capital, Financial Modeling, Financial Analysis, Management Consulting, Equity Research, Private Equity, Strategic Planning, Investment Banking, Entrepreneurship, Restructuring, Valuation, Business Development, Start-ups, Investments, Strategy, Bloomberg, Equities, Portfolio Management, IPO, Corporate Development
Education
Queen's University 2003 — 2007
BCOM
Dario Zecevic's Canaccord Genuity Inc. Experience May 2009 - September 2009
Job Manager, Group Risk Management, Risk Initiatives at RBC
Industry Banking
Experience
RBC 2015 - Present
BMO Financial Group April 2013 - May 2015
BMO Financial Group January 2011 - April 2013
Canaccord Financial September 2009 - July 2010
Canaccord Genuity Inc. May 2009 - September 2009
Skills
Financial Modeling, Access, Word, PowerPoint, Bloomberg Terminal, Excel, Enterprise Valuation, Financial Analysis, Analytics, Risk Analysis, Market Risk, Credit Risk, Operational Risk, Equity Valuation, Equities, Valuation, Capital Markets, Due Diligence, Portfolio Management, Investment Banking, Derivatives, Microsoft Excel, Microsoft Word, Investments, Corporate Finance, Risk Management, Bloomberg, Mergers & Acquisitions, Banking, Analysis, Leveraged Finance, Wealth Management, Financial Reporting, Equity Research, Quantitative Analytics, Financial Markets, Econometrics, Management, Financial Risk, Trading, Securities, Fixed Income, VBA, Strategy, Data Analysis, Project Planning, Asset Management, Basel II, Business Analysis, Finance
Education
Ryerson University 2007 — 2010
Bachelor of Commerce, Finance, International Business Minor
RBC 2015 - Present
BMO Financial Group April 2013 - May 2015
BMO Financial Group January 2011 - April 2013
Canaccord Financial September 2009 - July 2010
Canaccord Genuity Inc. May 2009 - September 2009
Skills
Financial Modeling, Access, Word, PowerPoint, Bloomberg Terminal, Excel, Enterprise Valuation, Financial Analysis, Analytics, Risk Analysis, Market Risk, Credit Risk, Operational Risk, Equity Valuation, Equities, Valuation, Capital Markets, Due Diligence, Portfolio Management, Investment Banking, Derivatives, Microsoft Excel, Microsoft Word, Investments, Corporate Finance, Risk Management, Bloomberg, Mergers & Acquisitions, Banking, Analysis, Leveraged Finance, Wealth Management, Financial Reporting, Equity Research, Quantitative Analytics, Financial Markets, Econometrics, Management, Financial Risk, Trading, Securities, Fixed Income, VBA, Strategy, Data Analysis, Project Planning, Asset Management, Basel II, Business Analysis, Finance
Education
Ryerson University 2007 — 2010
Bachelor of Commerce, Finance, International Business Minor
Stephen Buell Stephen Buell's Canaccord Genuity Inc. Experience 2010 - 2015
Job Associate Director of Research at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Canaccord Genuity Inc. 2010 - 2015
Piper Jaffray 2008 - 2010
Thomas Weisel Partners 2006 - 2008
Prudential Equity Group 2001 - 2006
ING Barings/Furman Selz 1994 - 2001
Furman Selz, Kidder, Hutton, Opco, Mercantile Safe Deposit and Trust 1983 - 1994
Education
The Johns Hopkins University 1979 — 1981
NIH Post Doctoral Fellowship, Neurovirology
University of Rochester School of Medicine and Dentistry 1974 — 1979
Doctor of Philosophy (PhD), Neurobiology and Anatomy
University of Colorado Boulder 1969 — 1974
Bachelor of Science (BS), Biology, General
SunTrust Robinson Humphrey July 2015 - Present
Canaccord Genuity Inc. 2010 - 2015
Piper Jaffray 2008 - 2010
Thomas Weisel Partners 2006 - 2008
Prudential Equity Group 2001 - 2006
ING Barings/Furman Selz 1994 - 2001
Furman Selz, Kidder, Hutton, Opco, Mercantile Safe Deposit and Trust 1983 - 1994
Education
The Johns Hopkins University 1979 — 1981
NIH Post Doctoral Fellowship, Neurovirology
University of Rochester School of Medicine and Dentistry 1974 — 1979
Doctor of Philosophy (PhD), Neurobiology and Anatomy
University of Colorado Boulder 1969 — 1974
Bachelor of Science (BS), Biology, General
Jennifer (Jennifer Varley) Appannah, JD Jennifer (Jennifer Varley) Appannah, JD's Canaccord Genuity Inc. Experience September 2006 - November 2011
Job Vice President, Wholesale Litigation & Regulatory Matters Business Manager
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Capco February 2013 - April 2014
EnerNOC April 2012 - February 2013
Canaccord Genuity Inc. September 2006 - November 2011
Baring Asset Management January 2006 - May 2006
Skills
Capital Markets, Investment Banking, IPO, Financial Modeling, Investor Relations, Equity Research, Cleantech, Risk Management, Project Management, Business Analysis, Business Strategy, Business Requirements, Financial Analysis, SDLC, Securities Regulation, Senior Stakeholder..., Valuation, Corporate Finance, Financial Services, Private Placements, Series 7, Equity Capital Markets, M&A experience, SEC filings, Crisis Communications, Equities, Investments, Venture Capital, Due Diligence, Equity Valuation, Secondary Offerings, Competitive Analysis, Capital Structure, Securities, Energy, Energy Efficiency, Consumer Products, Renewable Energy, Energy Management, Cross-border..., Solid State Lighting, Corporate Governance, Demand Response, Strategy, Recycling, Lighting Control, DCF, Alternative Energy, Private Equity, Management Consulting
Education
Suffolk University Law School 2003 — 2006
Juris Doctor, Law
University of Oxford 2002 — 2002
Pre-Law Summer Study Programme, Origins of the English Common Law System
The Ohio State University Fisher College of Business 1999 — 2002
BS, Business Administration, Marketing
Prince of Wales Secondary School 1992 — 1998
Dogwood Diploma, Dogwood Diploma
JPMorgan Chase April 2014 - Present
Capco February 2013 - April 2014
EnerNOC April 2012 - February 2013
Canaccord Genuity Inc. September 2006 - November 2011
Baring Asset Management January 2006 - May 2006
Skills
Capital Markets, Investment Banking, IPO, Financial Modeling, Investor Relations, Equity Research, Cleantech, Risk Management, Project Management, Business Analysis, Business Strategy, Business Requirements, Financial Analysis, SDLC, Securities Regulation, Senior Stakeholder..., Valuation, Corporate Finance, Financial Services, Private Placements, Series 7, Equity Capital Markets, M&A experience, SEC filings, Crisis Communications, Equities, Investments, Venture Capital, Due Diligence, Equity Valuation, Secondary Offerings, Competitive Analysis, Capital Structure, Securities, Energy, Energy Efficiency, Consumer Products, Renewable Energy, Energy Management, Cross-border..., Solid State Lighting, Corporate Governance, Demand Response, Strategy, Recycling, Lighting Control, DCF, Alternative Energy, Private Equity, Management Consulting
Education
Suffolk University Law School 2003 — 2006
Juris Doctor, Law
University of Oxford 2002 — 2002
Pre-Law Summer Study Programme, Origins of the English Common Law System
The Ohio State University Fisher College of Business 1999 — 2002
BS, Business Administration, Marketing
Prince of Wales Secondary School 1992 — 1998
Dogwood Diploma, Dogwood Diploma
Corey Davis Corey Davis's Canaccord Genuity Inc. Experience May 2014 - Present
Job Managing Director Specialty Pharmaceuticals at Canaccord Genuity, Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. May 2014 - Present
National Alliance February 2014 - May 2014
Jefferies & Company August 2009 - July 2013
Natixis Bleichroeder May 2006 - August 2009
JPMorgan Chase September 1997 - February 2006
Skills
Equity Research, Equity Valuation, Hedge Funds, Valuation, Equities, Alternative Investments, Investments, Capital Markets, Series 63, Bloomberg, Financial Modeling, Analysis, Private Equity
Education
Princeton University 1991 — 1997
Ph.D., Molecular Biology
Middlebury College 1987 — 1991
BA, Biology
Canaccord Genuity Inc. May 2014 - Present
National Alliance February 2014 - May 2014
Jefferies & Company August 2009 - July 2013
Natixis Bleichroeder May 2006 - August 2009
JPMorgan Chase September 1997 - February 2006
Skills
Equity Research, Equity Valuation, Hedge Funds, Valuation, Equities, Alternative Investments, Investments, Capital Markets, Series 63, Bloomberg, Financial Modeling, Analysis, Private Equity
Education
Princeton University 1991 — 1997
Ph.D., Molecular Biology
Middlebury College 1987 — 1991
BA, Biology
Timothy Chung's Canaccord Genuity Inc. Experience November 2013 - April 2014
Job Healthcare Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC April 2014 - Present
Canaccord Genuity Inc. November 2013 - April 2014
PNC August 2011 - October 2013
Skills
Training the Street, Microsoft Excel, Financial Modeling, Financial Analysis, Credit Analysis, Financial Structuring, Financial Risk, Debt Restructuring, Corporate Finance, Investments, Valuation, Banking, Leveraged Finance, Capital Markets, Finance
Education
Penn State University 2007 — 2011
B.S., Supply Chain
Universitat Pompeu Fabra 2010 — 2010
IES Study Abroad: Liberal Arts & Business
Jefferies LLC April 2014 - Present
Canaccord Genuity Inc. November 2013 - April 2014
PNC August 2011 - October 2013
Skills
Training the Street, Microsoft Excel, Financial Modeling, Financial Analysis, Credit Analysis, Financial Structuring, Financial Risk, Debt Restructuring, Corporate Finance, Investments, Valuation, Banking, Leveraged Finance, Capital Markets, Finance
Education
Penn State University 2007 — 2011
B.S., Supply Chain
Universitat Pompeu Fabra 2010 — 2010
IES Study Abroad: Liberal Arts & Business
Erich Fritz Erich Fritz's Canaccord Genuity Inc. Experience July 2013 - August 2014
Job Investment Banking Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Canaccord Genuity Inc. July 2013 - August 2014
UBS Investment Bank August 2010 - November 2012
Dunrath Capital June 2009 - October 2009
Northrop Grumman Corporation January 2005 - July 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance
The Johns Hopkins University 2006 — 2007
MS Coursework, Applied Mathematics
Penn State University 2000 — 2004
BS, Electrical Engineering
RBC Capital Markets August 2014 - Present
Canaccord Genuity Inc. July 2013 - August 2014
UBS Investment Bank August 2010 - November 2012
Dunrath Capital June 2009 - October 2009
Northrop Grumman Corporation January 2005 - July 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance
The Johns Hopkins University 2006 — 2007
MS Coursework, Applied Mathematics
Penn State University 2000 — 2004
BS, Electrical Engineering
Carlo Barrasa Carlo Barrasa's Canaccord Genuity Inc. Experience January 2011 - June 2011
Job
Industry Oil & Energy
Experience
Anadarko Petroleum August 2012 - Present
IHS June 2011 - August 2012
Canaccord Genuity Inc. January 2011 - June 2011
PFC Energy April 2007 - March 2010
Univation Technologies (ExxonMobil JV) April 2006 - March 2007
ExxonMobil April 2004 - March 2006
University of Texas at Austin January 2002 - May 2003
ExxonMobil June 1998 - August 2001
Skills
Market Analysis, Project Management, Business Development, Consulting, Energy, Opportunity..., Oil Analysis, NGL
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA
The University of Texas at Austin 1994 — 1998
BS
Anadarko Petroleum August 2012 - Present
IHS June 2011 - August 2012
Canaccord Genuity Inc. January 2011 - June 2011
PFC Energy April 2007 - March 2010
Univation Technologies (ExxonMobil JV) April 2006 - March 2007
ExxonMobil April 2004 - March 2006
University of Texas at Austin January 2002 - May 2003
ExxonMobil June 1998 - August 2001
Skills
Market Analysis, Project Management, Business Development, Consulting, Energy, Opportunity..., Oil Analysis, NGL
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA
The University of Texas at Austin 1994 — 1998
BS
Jason Casano Jason Casano's Canaccord Genuity Inc. Experience January 2009 - Present
Job Managing Director, Equity Derivatives Broker at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2009 - Present
Commerce Capital Inc. January 2000 - January 2010
Skills
Trading, Investments, Derivatives, Series 7, Equity Derivatives, Options, Hedge Funds, Bloomberg
Education
Longwood University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Canaccord Genuity Inc. January 2009 - Present
Commerce Capital Inc. January 2000 - January 2010
Skills
Trading, Investments, Derivatives, Series 7, Equity Derivatives, Options, Hedge Funds, Bloomberg
Education
Longwood University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Kirk Clark Kirk Clark's Canaccord Genuity Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Canaccord Genuity Inc.
Industry Banking
Experience
Canaccord Genuity Inc. July 2014 - Present
Eagle Ridge Growth Capital August 2013 - January 2014
Wells Fargo May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Private Equity, Leadership, Data Analysis, Social Networking, Capital Markets, Fixed Income, Analysis, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Economics, Financial Markets, Equity Research, Management, Mergers & Acquisitions, Derivatives, Asset Management
Education
Millsaps College 2010 — 2014
BBA, Economics and Business Administration with a Concentration in Finance
Canaccord Genuity Inc. July 2014 - Present
Eagle Ridge Growth Capital August 2013 - January 2014
Wells Fargo May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Private Equity, Leadership, Data Analysis, Social Networking, Capital Markets, Fixed Income, Analysis, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Economics, Financial Markets, Equity Research, Management, Mergers & Acquisitions, Derivatives, Asset Management
Education
Millsaps College 2010 — 2014
BBA, Economics and Business Administration with a Concentration in Finance
Sarah Falk Sarah Falk's Canaccord Genuity Inc. Experience November 2003 - January 2008
Job Client Relationship Manager at Brown Advisory
Industry
Experience
Brown Advisory March 2009 - March 2015
Winslow Management Company, Green Investing Since 1983™ January 2008 - March 2009
Canaccord Genuity Inc. November 2003 - January 2008
Thomson Financial September 2001 - November 2003
Skills
CRM, Management, Sales, Investments, Equities, Financial Services, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Event Planning
Education
Tufts University 1997 — 2001
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
Brown Advisory March 2009 - March 2015
Winslow Management Company, Green Investing Since 1983™ January 2008 - March 2009
Canaccord Genuity Inc. November 2003 - January 2008
Thomson Financial September 2001 - November 2003
Skills
CRM, Management, Sales, Investments, Equities, Financial Services, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Event Planning
Education
Tufts University 1997 — 2001
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
Tom Gabel Tom Gabel's Canaccord Genuity Inc. Experience January 2011 - Present
Job Senior Managing Director Capital Markets Origination
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2011 - Present
Canaccord Genuity Inc. November 2002 - January 2011
Wachovia Securities January 1998 - November 2002
RBC/Dain, Rauscher Wessels January 1990 - November 1998
Prescott, Ball & Turbin January 1987 - December 1990
Skills
Equities, Capital Markets, Valuation, Investments, Financial Modeling, Asset Management, Mergers & Acquisitions, Sales Management, Strategy, Investment Banking
Education
John Carroll University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Canaccord Genuity Inc. January 2011 - Present
Canaccord Genuity Inc. November 2002 - January 2011
Wachovia Securities January 1998 - November 2002
RBC/Dain, Rauscher Wessels January 1990 - November 1998
Prescott, Ball & Turbin January 1987 - December 1990
Skills
Equities, Capital Markets, Valuation, Investments, Financial Modeling, Asset Management, Mergers & Acquisitions, Sales Management, Strategy, Investment Banking
Education
John Carroll University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Jeremy Wawn Jeremy Wawn's Canaccord Genuity Inc. Experience February 2015 - Present
Job US Equity Derivative Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. February 2015 - Present
Bell Potter Securities July 2011 - May 2013
The Island Bar 2010 - 2011
Skills
Account Management, Financial Advisory, Portfolio Management, Model Portfolios, Manage Client..., Business Analysis, Relationship Management, Equities, Investments, Financial Markets, Analysis, Management, Financial Services, Trading, Investment Banking, Sales
Education
Macquarie University 2013 — 2014
Masters of Applied Finance
University of Sydney 2006 — 2009
Bachelor of Economics, (Econometrics and Economics)
FINRA
Series 7
FINRA/NASAA
Series 63
Kaplan Professional
Accredited Derivatives Adviser Level 1 & 2
Kaplan Professional
Margin Lending Accredited
Stockbrokers Association of Australia
RG 146 (Regulatory Guide 146) - ASIC
The Scots College (Sydney, Australia) 1992 — 2005
Canaccord Genuity Inc. February 2015 - Present
Bell Potter Securities July 2011 - May 2013
The Island Bar 2010 - 2011
Skills
Account Management, Financial Advisory, Portfolio Management, Model Portfolios, Manage Client..., Business Analysis, Relationship Management, Equities, Investments, Financial Markets, Analysis, Management, Financial Services, Trading, Investment Banking, Sales
Education
Macquarie University 2013 — 2014
Masters of Applied Finance
University of Sydney 2006 — 2009
Bachelor of Economics, (Econometrics and Economics)
FINRA
Series 7
FINRA/NASAA
Series 63
Kaplan Professional
Accredited Derivatives Adviser Level 1 & 2
Kaplan Professional
Margin Lending Accredited
Stockbrokers Association of Australia
RG 146 (Regulatory Guide 146) - ASIC
The Scots College (Sydney, Australia) 1992 — 2005
Abigail MacQuarrie Abigail MacQuarrie's Canaccord Genuity Inc. Experience January 2014 - Present
Job Administrative Assistant at Canaccord Genuity Inc.
Industry Music
Experience
Canaccord Genuity Inc. January 2014 - Present
Myself January 2006 - Present
La Fête Catering 2005 - Present
Liberty Travel March 2012 - January 2014
Folkmopolitan September 2011 - April 2012
Various Musicians June 2006 - March 2012
BCMFest (Boston's Celtic Music Festival) September 2011 - January 2012
Christmas Celtic Sojourn November 2011 - December 2011
Fèis Dhùn Èideann (Edinburgh Feis) September 2009 - July 2010
ICONS (Irish Connections Music Festival) June 2006 - September 2007
Skills
Editing, Music, Proofreading, Event Planning, Singing, Microsoft Office, Production Planning, Sabre, Mac OS, Certified Sandals, Step dancing, Fiddle, Scottish Gaelic, Marketing, Facebook, Social Media, Recording, Composition
Education
University of Newcastle-upon-Tyne 2010 — 2011
MMus, Music Performance and Composition
The University of Edinburgh 2006 — 2010
MA (Hons), Celtic Studies
Millis High School 2002 — 2006
Canaccord Genuity Inc. January 2014 - Present
Myself January 2006 - Present
La Fête Catering 2005 - Present
Liberty Travel March 2012 - January 2014
Folkmopolitan September 2011 - April 2012
Various Musicians June 2006 - March 2012
BCMFest (Boston's Celtic Music Festival) September 2011 - January 2012
Christmas Celtic Sojourn November 2011 - December 2011
Fèis Dhùn Èideann (Edinburgh Feis) September 2009 - July 2010
ICONS (Irish Connections Music Festival) June 2006 - September 2007
Skills
Editing, Music, Proofreading, Event Planning, Singing, Microsoft Office, Production Planning, Sabre, Mac OS, Certified Sandals, Step dancing, Fiddle, Scottish Gaelic, Marketing, Facebook, Social Media, Recording, Composition
Education
University of Newcastle-upon-Tyne 2010 — 2011
MMus, Music Performance and Composition
The University of Edinburgh 2006 — 2010
MA (Hons), Celtic Studies
Millis High School 2002 — 2006
Kim Singer, SPHR Kim Singer, SPHR's Canaccord Genuity Inc. Experience 2013 - Present
Job Principal, Head of HR, Canaccord Genuity Inc.
Industry Banking
Experience
Canaccord Genuity Inc. 2013 - Present
Sumitomo Mitsui Trust Bank October 2011 - August 2013
Dexia Credit Local October 2005 - September 2011
Natixis North America October 2001 - May 2005
Ernst & Young August 1998 - October 2001
The French American Chamber of Commerce (FACC) 1994 - 1998
Sanofi August 1991 - September 1994
Skills
Expatriate Management, Global Mobility, Talent Management, Human Resources, Employee Relations, Recruiting, Performance Management, Talent Acquisition, Employee Benefits, Change Management, Restructuring, Benefits Administration, HR Policies, Training, Onboarding, Personnel Management, Employee Training, Management
Education
Rutgers University-New Brunswick 1984 — 1988
BS, Marketing and French
Jonathan Dayton Regional 1980 — 1984
Canaccord Genuity Inc. 2013 - Present
Sumitomo Mitsui Trust Bank October 2011 - August 2013
Dexia Credit Local October 2005 - September 2011
Natixis North America October 2001 - May 2005
Ernst & Young August 1998 - October 2001
The French American Chamber of Commerce (FACC) 1994 - 1998
Sanofi August 1991 - September 1994
Skills
Expatriate Management, Global Mobility, Talent Management, Human Resources, Employee Relations, Recruiting, Performance Management, Talent Acquisition, Employee Benefits, Change Management, Restructuring, Benefits Administration, HR Policies, Training, Onboarding, Personnel Management, Employee Training, Management
Education
Rutgers University-New Brunswick 1984 — 1988
BS, Marketing and French
Jonathan Dayton Regional 1980 — 1984
Kona Shio Kona Shio's Canaccord Genuity Inc. Experience 2006 - 2009
Job Partner at SHIO & CO
Industry Financial Services
Experience
SHIO & CO January 2009 - Present
Canaccord Genuity Inc. 2006 - 2009
Education
McGill University
SHIO & CO January 2009 - Present
Canaccord Genuity Inc. 2006 - 2009
Education
McGill University
Carly Huang Carly Huang's Canaccord Genuity Inc. Experience May 2012 - August 2012
Job Staff Accountant at KPMG
Industry Accounting
Experience
KPMG Canada September 2015 - Present
Beedie School of Business at SFU May 2014 - August 2014
KPMG Canada May 2013 - August 2013
AIESEC Simon Fraser University February 2012 - February 2013
Canaccord Genuity Inc. May 2012 - August 2012
Skills
Time Management, Teamwork, Leadership, Event Planning, Microsoft Office, Team Leadership, PowerPoint, Microsoft Excel, Customer Service
Education
The University of Manchester 2013 — 2014
Exchange Program
Simon Fraser University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
KPMG Canada September 2015 - Present
Beedie School of Business at SFU May 2014 - August 2014
KPMG Canada May 2013 - August 2013
AIESEC Simon Fraser University February 2012 - February 2013
Canaccord Genuity Inc. May 2012 - August 2012
Skills
Time Management, Teamwork, Leadership, Event Planning, Microsoft Office, Team Leadership, PowerPoint, Microsoft Excel, Customer Service
Education
The University of Manchester 2013 — 2014
Exchange Program
Simon Fraser University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Charles (C.J.) Cady Jr. Charles (C.J.) Cady Jr.'s Canaccord Genuity Inc. Experience December 2013 - December 2014
Job Compliance at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. December 2013 - December 2014
Two Rivers Insurance February 2013 - December 2013
IntercontinentalExchange, Inc. March 2011 - January 2013
KOTTKE & ASSOCIATES February 2010 - March 2011
Bloomberg LP September 2009 - January 2010
BERNSTEIN & GREENBERG TRADING 2005 - 2008
Skills
Trading, Commodity, Derivatives, Financial Markets, Electronic Trading, Options, Trading Systems, Equities, Microsoft Excel, Commodity Markets, Risk Management, FX Options, Bloomberg, Settlement, Foreign Exchange, Fixed Income, Hedge Funds, Capital Markets, Equity Trading
Education
Rowan University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Canaccord Genuity Inc. December 2013 - December 2014
Two Rivers Insurance February 2013 - December 2013
IntercontinentalExchange, Inc. March 2011 - January 2013
KOTTKE & ASSOCIATES February 2010 - March 2011
Bloomberg LP September 2009 - January 2010
BERNSTEIN & GREENBERG TRADING 2005 - 2008
Skills
Trading, Commodity, Derivatives, Financial Markets, Electronic Trading, Options, Trading Systems, Equities, Microsoft Excel, Commodity Markets, Risk Management, FX Options, Bloomberg, Settlement, Foreign Exchange, Fixed Income, Hedge Funds, Capital Markets, Equity Trading
Education
Rowan University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Lily Li Lily Li's Canaccord Genuity Inc. Experience 2010 - 2012
Job Investment Counsellor at HSBC
Industry Investment Management
Experience
HSBC June 2015 - Present
National Bank Financial 2013 - Present
Canaccord Genuity Inc. 2010 - 2012
Skills
Capital Markets, Financial Modeling, Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Equity Capital Markets, Portfolio Management, Hedge Funds
Education
CFA Institute
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA), Accounting and Finance
Chartered Professional Accountants of Ontario
CPA, Accounting
HSBC June 2015 - Present
National Bank Financial 2013 - Present
Canaccord Genuity Inc. 2010 - 2012
Skills
Capital Markets, Financial Modeling, Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Equity Capital Markets, Portfolio Management, Hedge Funds
Education
CFA Institute
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA), Accounting and Finance
Chartered Professional Accountants of Ontario
CPA, Accounting
Peter J. Henry Peter J. Henry's Canaccord Genuity Inc. Experience January 2004 - September 2008
Job Pacific Energy Consultants / PJH Consulting Corporation, Energy Consulting, Oil & Gas
Industry Oil & Energy
Experience
Momentus Energy February 2014 - Present
TriVest Wealth Counsel Ltd. September 2012 - Present
Westbridge Energy February 2012 - Present
Shoreline Energy Corporation February 2011 - Present
FirstEnergy Capital Corp September 2008 - December 2010
Canaccord Genuity Inc. January 2004 - September 2008
Skills
Building Relationships, Investment Banking, Financial Analysis, Capital Markets, Private Equity, Oil & Gas Industry, Board of Director..., Board Governance, Energy, Investments, Equities, Investment Management, Portfolio Management, Mergers & Acquisitions, Valuation, Joint Ventures, Strategy, Corporate Finance, Venture Capital, Private Placements
Education
The University of New Mexico 1990 — 1994
Momentus Energy February 2014 - Present
TriVest Wealth Counsel Ltd. September 2012 - Present
Westbridge Energy February 2012 - Present
Shoreline Energy Corporation February 2011 - Present
FirstEnergy Capital Corp September 2008 - December 2010
Canaccord Genuity Inc. January 2004 - September 2008
Skills
Building Relationships, Investment Banking, Financial Analysis, Capital Markets, Private Equity, Oil & Gas Industry, Board of Director..., Board Governance, Energy, Investments, Equities, Investment Management, Portfolio Management, Mergers & Acquisitions, Valuation, Joint Ventures, Strategy, Corporate Finance, Venture Capital, Private Placements
Education
The University of New Mexico 1990 — 1994
Neal Gilmer Neal Gilmer's Canaccord Genuity Inc. Experience 2007 - 2013
Job Institutional Equity Sales at Mackie Research Capital
Industry Capital Markets
Experience
Mackie Research Capital June 2015 - Present
Clarus Securities Inc. October 2013 - May 2015
Canaccord Genuity Inc. 2007 - 2013
Electronic Arts January 2004 - August 2007
IBM 1996 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Corporate Finance, Equity Research, Equity Valuation, Equity Capital Markets, Management Consulting, Project Management, IT Strategy, Strategic Consulting, Capital Markets, Investments, Equities
Education
Simon Fraser University 2002 — 2003
Master of Business Administration (MBA)
McGill University 1992 — 1996
Bachelor of Commerce (B.Com.), Finance, General
Mackie Research Capital June 2015 - Present
Clarus Securities Inc. October 2013 - May 2015
Canaccord Genuity Inc. 2007 - 2013
Electronic Arts January 2004 - August 2007
IBM 1996 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Corporate Finance, Equity Research, Equity Valuation, Equity Capital Markets, Management Consulting, Project Management, IT Strategy, Strategic Consulting, Capital Markets, Investments, Equities
Education
Simon Fraser University 2002 — 2003
Master of Business Administration (MBA)
McGill University 1992 — 1996
Bachelor of Commerce (B.Com.), Finance, General
Pooja Radhakrishnan Pooja Radhakrishnan's Canaccord Genuity Inc. Experience August 2015 - Present
Job Business System Analyst at Canaccord Genuity Inc.
Industry
Experience
Canaccord Genuity Inc. August 2015 - Present
Skills
JCL, Business Analysis, COBOL, SDLC, SQL, Fileaid, DB2, IBM Mainframe, CICS, Mainframe, MySQL, VisionPLUS, Microsoft Excel, Microsoft Office, VSAM, ETL Tools, Oracle SQL Developer, UML Tools, Agile & Waterfall...
Education
Kendriya Vidyalaya
Canaccord Genuity Inc. August 2015 - Present
Skills
JCL, Business Analysis, COBOL, SDLC, SQL, Fileaid, DB2, IBM Mainframe, CICS, Mainframe, MySQL, VisionPLUS, Microsoft Excel, Microsoft Office, VSAM, ETL Tools, Oracle SQL Developer, UML Tools, Agile & Waterfall...
Education
Kendriya Vidyalaya
Stephanie Batory, MBA's Canaccord Genuity Inc. Experience 2008 - 2009
Job Senior Corporate Analyst at Ledcor
Industry Apparel & Fashion
Experience
Ledcor 2013 - Present
Goldgroup Mining Inc. 2011 - 2013
Seaspan Ship Management Ltd. 2009 - 2011
Canaccord Genuity Inc. 2008 - 2009
Skills
Investor Relations, Corporate Finance, Financial Modeling, Financial Analysis, Corporate Development, Project Management, Strategic Planning, Corporate Communications, Entrepreneurship, Public Relations, Marketing, Business Strategy, Corporate Branding, Securities, SEDAR, Team Leadership, Board of Directors..., Global Regulatory..., SEC filings, Public Companies, Financial Reporting, Mergers & Acquisitions, Equities, Social Media Integration, Product Development, Team Management, Budgets, Public Speaking, Change Management, Operations Management, Six Sigma, Lean Management, Team Building, Employee Engagement, Product Launch, IPO, MS Project, Bloomberg, Keynote, Construction Management, Restaurants, Conducting Interviews, Proformas
Education
Chip and Shannon Wilson School of Design 2015 — 2015
Post-Baccalaureate in Technical Apparel Design, Technical Apparel Innovation, Design, Marketing
Hootsuite Podium 2015 — 2015
Social Media Marketing Certificate
University of New Brunswick 2006 — 2008
Master of Business Administration, Finance, Investments
The University of British Columbia 2001 — 2005
Bachelor of Science, Physiology, Anatomy, Food & Nutrition
CFA Institute
CFA Level II Candidate
Ledcor 2013 - Present
Goldgroup Mining Inc. 2011 - 2013
Seaspan Ship Management Ltd. 2009 - 2011
Canaccord Genuity Inc. 2008 - 2009
Skills
Investor Relations, Corporate Finance, Financial Modeling, Financial Analysis, Corporate Development, Project Management, Strategic Planning, Corporate Communications, Entrepreneurship, Public Relations, Marketing, Business Strategy, Corporate Branding, Securities, SEDAR, Team Leadership, Board of Directors..., Global Regulatory..., SEC filings, Public Companies, Financial Reporting, Mergers & Acquisitions, Equities, Social Media Integration, Product Development, Team Management, Budgets, Public Speaking, Change Management, Operations Management, Six Sigma, Lean Management, Team Building, Employee Engagement, Product Launch, IPO, MS Project, Bloomberg, Keynote, Construction Management, Restaurants, Conducting Interviews, Proformas
Education
Chip and Shannon Wilson School of Design 2015 — 2015
Post-Baccalaureate in Technical Apparel Design, Technical Apparel Innovation, Design, Marketing
Hootsuite Podium 2015 — 2015
Social Media Marketing Certificate
University of New Brunswick 2006 — 2008
Master of Business Administration, Finance, Investments
The University of British Columbia 2001 — 2005
Bachelor of Science, Physiology, Anatomy, Food & Nutrition
CFA Institute
CFA Level II Candidate
Tim Warmels Tim Warmels's Canaccord Genuity Inc. Experience May 2008 - September 2008
Job Founder at Arete Labs
Industry Internet
Experience
LoveLife Boxes December 2014 - Present
Arete Labs January 2014 - Present
Preo March 2014 - Present
Other March 2013 - Present
Trendhunter.com May 2011 - March 2013
ZS Associates June 2009 - May 2011
Canaccord Genuity Inc. May 2008 - September 2008
Skills
Entrepreneur, Market Research, Marketing Strategy, Business Strategy, Online Marketing
Education
Ivey Business School at Western University 2005 — 2009
The University of Western Ontario 2005 — 2009
Honors Business Administation, Finance and Economics
LoveLife Boxes December 2014 - Present
Arete Labs January 2014 - Present
Preo March 2014 - Present
Other March 2013 - Present
Trendhunter.com May 2011 - March 2013
ZS Associates June 2009 - May 2011
Canaccord Genuity Inc. May 2008 - September 2008
Skills
Entrepreneur, Market Research, Marketing Strategy, Business Strategy, Online Marketing
Education
Ivey Business School at Western University 2005 — 2009
The University of Western Ontario 2005 — 2009
Honors Business Administation, Finance and Economics
Pierre Fleurent Pierre Fleurent's Canaccord Genuity Inc. Experience July 2013 - Present
Job Managing Director chez Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. July 2013 - Present
Anges Québec 2013 - 2014
RBC Capital Markets August 1990 - September 2011
RBC Capital Markets July 1990 - September 2011
Skills
Corporate Finance, Mergers & Acquisitions, Financial Modeling, Private Equity, Due Diligence, Financial Analysis, Finance, Investments, Business Strategy, Valuation, Investment Banking, Equities, Portfolio Management, Capital Markets
Education
McGill University/Rotman School of Management 2010 — 2011
Directors Education Program, Institute of Corporate Directors
CFA 1990 — 1993
CFA
McGill University 1983 — 1990
MBA, B.Eng., Finance, International Finance, Real Estate, Mechanical Engineering, Technological Management
Canaccord Genuity Inc. July 2013 - Present
Anges Québec 2013 - 2014
RBC Capital Markets August 1990 - September 2011
RBC Capital Markets July 1990 - September 2011
Skills
Corporate Finance, Mergers & Acquisitions, Financial Modeling, Private Equity, Due Diligence, Financial Analysis, Finance, Investments, Business Strategy, Valuation, Investment Banking, Equities, Portfolio Management, Capital Markets
Education
McGill University/Rotman School of Management 2010 — 2011
Directors Education Program, Institute of Corporate Directors
CFA 1990 — 1993
CFA
McGill University 1983 — 1990
MBA, B.Eng., Finance, International Finance, Real Estate, Mechanical Engineering, Technological Management
Dominic Rispoli's Canaccord Genuity Inc. Experience September 2011 - July 2015
Job Managing Director and Head of Retail, North America at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Canaccord Genuity Inc. September 2011 - July 2015
Catalyst Brands April 2009 - September 2011
Barclays Capital May 2008 - February 2009
Lehman Brothers August 1993 - May 2008
Chemical Bank (JPMorgan) June 1988 - June 1991
IBM September 1986 - February 1987
Skills
Private Equity, Mergers, Corporate Finance, Strategy, Investment Banking, Valuation, IPO, Investor Relations, Equities, Finance, Joint Ventures, Business Development, Banking, Leveraged Finance, Corporate Development, M&A experience, Mergers & Acquisitions, LBO, Investments
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance and Management Strategy
University of Massachusetts, Amherst 1984 — 1988
BA, Business and Economics
Lincoln International July 2015 - Present
Canaccord Genuity Inc. September 2011 - July 2015
Catalyst Brands April 2009 - September 2011
Barclays Capital May 2008 - February 2009
Lehman Brothers August 1993 - May 2008
Chemical Bank (JPMorgan) June 1988 - June 1991
IBM September 1986 - February 1987
Skills
Private Equity, Mergers, Corporate Finance, Strategy, Investment Banking, Valuation, IPO, Investor Relations, Equities, Finance, Joint Ventures, Business Development, Banking, Leveraged Finance, Corporate Development, M&A experience, Mergers & Acquisitions, LBO, Investments
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance and Management Strategy
University of Massachusetts, Amherst 1984 — 1988
BA, Business and Economics
Krista McNulty Krista McNulty's Canaccord Genuity Inc. Experience June 2013 - January 2014
Job Executive Assistant
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2013 - January 2014
Ontario Securities Commission November 2010 - December 2011
Aon Risk Services April 2010 - September 2010
Fidelity Investments October 2006 - June 2007
Fidelity Investments September 2005 - October 2006
Skills
Mutual Funds, Securities, Teamwork, Financial Services, Management, Editing, Investments, Capital Markets
Education
Seneca College of Applied Arts and Technology 1996 — 1997
Legal Assisting
Ryerson University 1995 — 1996
Psychology
Canaccord Genuity Inc. June 2013 - January 2014
Ontario Securities Commission November 2010 - December 2011
Aon Risk Services April 2010 - September 2010
Fidelity Investments October 2006 - June 2007
Fidelity Investments September 2005 - October 2006
Skills
Mutual Funds, Securities, Teamwork, Financial Services, Management, Editing, Investments, Capital Markets
Education
Seneca College of Applied Arts and Technology 1996 — 1997
Legal Assisting
Ryerson University 1995 — 1996
Psychology
Helga Marr's Canaccord Genuity Inc. Experience March 2010 - Present
Job Compliance at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. March 2010 - Present
Foster's Promotional Goods May 2004 - March 2010
Copyright Clearance Center 1997 - 2004
Skills
Equities, Venture Capital, Investor Relations, Due Diligence, Securities, Hedge Funds, Private Equity, Equity Trading, Fixed Income, Series 7, Capital Markets, Series 63, Equity Research, Investment Banking
Education
UMass Boston
BA, English
New York University
Associate of Arts, English
University of Wisconsin-Madison
English
Northfield Mt. Hermon
Canaccord Genuity Inc. March 2010 - Present
Foster's Promotional Goods May 2004 - March 2010
Copyright Clearance Center 1997 - 2004
Skills
Equities, Venture Capital, Investor Relations, Due Diligence, Securities, Hedge Funds, Private Equity, Equity Trading, Fixed Income, Series 7, Capital Markets, Series 63, Equity Research, Investment Banking
Education
UMass Boston
BA, English
New York University
Associate of Arts, English
University of Wisconsin-Madison
English
Northfield Mt. Hermon
Matthew Presta's Canaccord Genuity Inc. Experience January 2011 - April 2011
Job Student at Law at Bianchi Presta LLP
Industry Legal Services
Experience
Bianchi Presta LLP May 2015 - Present
Royal Canadian Mounted Police September 2011 - December 2011
Canaccord Genuity Inc. January 2011 - April 2011
Bianchi Presta LLP April 2010 - August 2010
TD Bank Financial Group May 2008 - August 2008
Action Window Cleaners December 2006 - August 2007
Skills
Financial Analysis, Investment Banking, Risk Management, Management Consulting, Leadership, Capital Markets, Finance, Strategic Planning, Portfolio Management, Analysis, Accounting, Competitive Analysis, Corporate Law, Financial Modeling
Education
Queen's University 2013 — 2015
Juris Doctor (JD), Corporate, Commercial and Real Estate Law
DeGroote School of Business, McMaster University 2010 — 2012
Master of Business Administration, Major Finance; Minor Strategic Marketing
York University - Schulich School of Business 2006 — 2010
Honours BBA, Business Administration; Specializing in Strategic Management and International Business
St. Thomas of Villanova 2000 — 2006
Bianchi Presta LLP May 2015 - Present
Royal Canadian Mounted Police September 2011 - December 2011
Canaccord Genuity Inc. January 2011 - April 2011
Bianchi Presta LLP April 2010 - August 2010
TD Bank Financial Group May 2008 - August 2008
Action Window Cleaners December 2006 - August 2007
Skills
Financial Analysis, Investment Banking, Risk Management, Management Consulting, Leadership, Capital Markets, Finance, Strategic Planning, Portfolio Management, Analysis, Accounting, Competitive Analysis, Corporate Law, Financial Modeling
Education
Queen's University 2013 — 2015
Juris Doctor (JD), Corporate, Commercial and Real Estate Law
DeGroote School of Business, McMaster University 2010 — 2012
Master of Business Administration, Major Finance; Minor Strategic Marketing
York University - Schulich School of Business 2006 — 2010
Honours BBA, Business Administration; Specializing in Strategic Management and International Business
St. Thomas of Villanova 2000 — 2006
Gerry Hannochko, CFA Gerry Hannochko, CFA's Canaccord Genuity Inc. Experience 2005 - 2008
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's November 2011 - Present
Research Partners LP 2009 - 2010
Canaccord Genuity Inc. 2005 - 2008
National Bank Financial 2004 - 2005
Canaccord Genuity Inc. 2002 - 2004
Scotiabank 1996 - 2001
Skills
Research, Equity Research, Equities, Financial Modeling, Valuation, Credit Analysis, Credit Rating, Financial Analysis
Education
The University of Calgary 1990 — 1995
Bachelor of Arts in Economics
Southern Alberta Institute of Technology / SAIT
Sproule & Associates Engineering
Evaluation of Oil and Gas Properties
Standard & Poor's November 2011 - Present
Research Partners LP 2009 - 2010
Canaccord Genuity Inc. 2005 - 2008
National Bank Financial 2004 - 2005
Canaccord Genuity Inc. 2002 - 2004
Scotiabank 1996 - 2001
Skills
Research, Equity Research, Equities, Financial Modeling, Valuation, Credit Analysis, Credit Rating, Financial Analysis
Education
The University of Calgary 1990 — 1995
Bachelor of Arts in Economics
Southern Alberta Institute of Technology / SAIT
Sproule & Associates Engineering
Evaluation of Oil and Gas Properties
Zuza Fabiszak, CFA Zuza Fabiszak, CFA's Canaccord Genuity Inc. Experience 2005 - 2006
Job Technology / Media / Telecom Investment Banking
Industry Financial Services
Experience
Deutsche Bank 2014 - Present
Sony Pictures Entertainment June 2013 - August 2013
Media & Entertainment Advisors 2009 - 2012
Devilishy Handsome Productions/ House Rules Productions 2009 - 2011
Straumur Investment Bank 2007 - 2009
SGS Asset Management 2006 - 2007
Canaccord Genuity Inc. 2005 - 2006
Maisonneuve: Eclectic Curiosity 2004 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
McGill University 2002 — 2006
Bachelor of Commerce
Cawthra Park School for the Arts 1996 — 2001
Royal Conservatory of Music 1993 — 2001
Deutsche Bank 2014 - Present
Sony Pictures Entertainment June 2013 - August 2013
Media & Entertainment Advisors 2009 - 2012
Devilishy Handsome Productions/ House Rules Productions 2009 - 2011
Straumur Investment Bank 2007 - 2009
SGS Asset Management 2006 - 2007
Canaccord Genuity Inc. 2005 - 2006
Maisonneuve: Eclectic Curiosity 2004 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
McGill University 2002 — 2006
Bachelor of Commerce
Cawthra Park School for the Arts 1996 — 2001
Royal Conservatory of Music 1993 — 2001
Candice Williams Candice Williams's Canaccord Genuity Inc. Experience January 2008 - January 2012
Job Partner, Assembly Stakeholder Relations
Industry Capital Markets
Experience
Assembly Stakeholder Relations January 2012 - Present
Canaccord Genuity Inc. January 2008 - January 2012
Raymond James Ltd. 2003 - 2006
Skills
Investor Relations, Financial Analysis, Equity Research, Roadshows, Perception Studies, Investor Relations..., Bloomberg, Capital Markets, Equities, Fixed Income, Investments, Portfolio Management, Valuation, Equity Valuation, Investment Banking, Financial Modeling, Trading, Private Equity, Quantitative Analytics
Education
CFA 2003 — 2005
The University of British Columbia / UBC 2001 — 2003
Assembly Stakeholder Relations January 2012 - Present
Canaccord Genuity Inc. January 2008 - January 2012
Raymond James Ltd. 2003 - 2006
Skills
Investor Relations, Financial Analysis, Equity Research, Roadshows, Perception Studies, Investor Relations..., Bloomberg, Capital Markets, Equities, Fixed Income, Investments, Portfolio Management, Valuation, Equity Valuation, Investment Banking, Financial Modeling, Trading, Private Equity, Quantitative Analytics
Education
CFA 2003 — 2005
The University of British Columbia / UBC 2001 — 2003
Jamie M. Brown Jamie M. Brown's Canaccord Genuity Inc. Experience February 1997 - April 2013
Job Investment Banking
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. April 2015 - Present
Jamevest Enterprises Ltd. January 2015 - Present
BC Hydro June 2008 - Present
Powerex 2008 - Present
Difference Capital Financial Inc. April 2013 - January 2015
Canaccord Genuity Inc. February 1997 - April 2013
Education
McGill University 1986 — 1990
St. George's School 1979 — 1986
High School
Canaccord Genuity Group Inc. April 2015 - Present
Jamevest Enterprises Ltd. January 2015 - Present
BC Hydro June 2008 - Present
Powerex 2008 - Present
Difference Capital Financial Inc. April 2013 - January 2015
Canaccord Genuity Inc. February 1997 - April 2013
Education
McGill University 1986 — 1990
St. George's School 1979 — 1986
High School
Steven Cowan's Canaccord Genuity Inc. Experience October 2010 - August 2012
Job Managing Director, Energy & Industrial Services at 7 Mile Advisors, LLC
Industry Oil & Energy
Experience
7 Mile Advisors, LLC August 2015 - Present
Clarksons September 2014 - April 2015
Express Energy September 2012 - April 2014
Canaccord Genuity Inc. October 2010 - August 2012
Total Safety US, Inc. August 2008 - February 2010
Growth Capital Partners, L.P. August 2004 - August 2008
Deutsche Bank July 2000 - January 2004
First Union Securities November 1999 - July 2000
Jefferies & Company May 1996 - July 1999
Skills
Mergers & Acquisitions, Corporate Development, Financial Modeling, Investment Banking, Corporate Finance, Energy, Strategic Planning, Due Diligence, Petroleum, Business Development, Management, Investor Relations, Private Equity, Valuation, Change Management, Venture Capital, M&A experience, Divestitures
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting, Economics and Finance
The University of Texas at Austin 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
7 Mile Advisors, LLC August 2015 - Present
Clarksons September 2014 - April 2015
Express Energy September 2012 - April 2014
Canaccord Genuity Inc. October 2010 - August 2012
Total Safety US, Inc. August 2008 - February 2010
Growth Capital Partners, L.P. August 2004 - August 2008
Deutsche Bank July 2000 - January 2004
First Union Securities November 1999 - July 2000
Jefferies & Company May 1996 - July 1999
Skills
Mergers & Acquisitions, Corporate Development, Financial Modeling, Investment Banking, Corporate Finance, Energy, Strategic Planning, Due Diligence, Petroleum, Business Development, Management, Investor Relations, Private Equity, Valuation, Change Management, Venture Capital, M&A experience, Divestitures
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting, Economics and Finance
The University of Texas at Austin 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Prakash Gowd's Canaccord Genuity Inc. Experience January 2001 - June 2006
Job Healthcare & Biotech Equity Research at CIBCWM
Industry Investment Management
Experience
CIBC World Markets August 2015 - Present
Axcelon Biopolymers March 2015 - August 2015
PG Life Science Consulting September 2008 - August 2015
Euro Pacific January 2014 - September 2014
Isotechnika Pharma Inc. December 2010 - October 2013
National Bank Financial June 2006 - May 2008
Canaccord Genuity Inc. January 2001 - June 2006
GlaxoSmithKline & PSL Consulting Group 1992 - 2001
Skills
Biotechnology, Strategy, Pharmaceutical Industry, Financial Modeling, Lifesciences, Investor Relations, Mergers & Acquisitions, Corporate Development, Business Planning, Management, Business Strategy, Capital Markets, Equity Research, Commercialization, Investments, Start-ups, Investment Banking, Executive Management, Management Consulting, Competitive Analysis, Market Analysis, Equities, Business Analysis, Board of Directors
Education
The Directors College
Chartered Director (C.Dir.)
McGill University 1990 — 1992
MBA, Business Strategy and Marketing
The University of British Columbia / UBC 1987 — 1989
BSc. Pharmacy
CIBC World Markets August 2015 - Present
Axcelon Biopolymers March 2015 - August 2015
PG Life Science Consulting September 2008 - August 2015
Euro Pacific January 2014 - September 2014
Isotechnika Pharma Inc. December 2010 - October 2013
National Bank Financial June 2006 - May 2008
Canaccord Genuity Inc. January 2001 - June 2006
GlaxoSmithKline & PSL Consulting Group 1992 - 2001
Skills
Biotechnology, Strategy, Pharmaceutical Industry, Financial Modeling, Lifesciences, Investor Relations, Mergers & Acquisitions, Corporate Development, Business Planning, Management, Business Strategy, Capital Markets, Equity Research, Commercialization, Investments, Start-ups, Investment Banking, Executive Management, Management Consulting, Competitive Analysis, Market Analysis, Equities, Business Analysis, Board of Directors
Education
The Directors College
Chartered Director (C.Dir.)
McGill University 1990 — 1992
MBA, Business Strategy and Marketing
The University of British Columbia / UBC 1987 — 1989
BSc. Pharmacy
Wesley Or's Canaccord Genuity Inc. Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. May 2015 - August 2015
Imperial Capital Group Ltd. May 2014 - August 2014
Skills
Valuation, Analytical Skills, Project Planning, Strategy, Investment Banking, DCF Valuation, Leadership, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
Queen's University 2012 — 2016
Bachelor of Commerce, Finance
Richmond Secondary School 2010 — 2012
International Baccalaureate Diploma Program
Canaccord Genuity Inc. May 2015 - August 2015
Imperial Capital Group Ltd. May 2014 - August 2014
Skills
Valuation, Analytical Skills, Project Planning, Strategy, Investment Banking, DCF Valuation, Leadership, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
Queen's University 2012 — 2016
Bachelor of Commerce, Finance
Richmond Secondary School 2010 — 2012
International Baccalaureate Diploma Program
Reid Glaser Reid Glaser's Canaccord Genuity Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. June 2015 - Present
Hartford Investment Management June 2014 - August 2014
Focus Advisory Services LLC June 2013 - August 2013
Tilly's June 2011 - January 2013
Maverick Angels June 2012 - August 2012
Skills
Microsoft Excel, Economics, Research, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Data Analysis, Statistics, Stata, Accounting, Market Research, Team Leadership
Education
Middlebury College 2011 — 2015
Bachelor’s Degree, Economics, Cum Laude
Canaccord Genuity Inc. June 2015 - Present
Hartford Investment Management June 2014 - August 2014
Focus Advisory Services LLC June 2013 - August 2013
Tilly's June 2011 - January 2013
Maverick Angels June 2012 - August 2012
Skills
Microsoft Excel, Economics, Research, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Data Analysis, Statistics, Stata, Accounting, Market Research, Team Leadership
Education
Middlebury College 2011 — 2015
Bachelor’s Degree, Economics, Cum Laude
Kenneth Wright's Canaccord Genuity Inc. Experience April 2013 - Present
Job Institutional Equity Sales at Canaccord Genuity Inc.
Industry
Experience
Canaccord Genuity Inc. April 2013 - Present
Merrill Lynch June 2011 - August 2011
Debeer Gait May 2010 - December 2010
Education
Siena College 2008 — 2012
Bachelor of Science, Management
garden city high school
Canaccord Genuity Inc. April 2013 - Present
Merrill Lynch June 2011 - August 2011
Debeer Gait May 2010 - December 2010
Education
Siena College 2008 — 2012
Bachelor of Science, Management
garden city high school
Farouk Esmail's Canaccord Genuity Inc. Experience May 2010 - May 2012
Job Investment Assistant at Odlum Brown Limited
Industry Investment Management
Experience
Odlum Brown Limited December 2014 - Present
Haywood Securities November 2013 - December 2014
Vancity July 2012 - November 2013
Dolce Salani Bakery January 2006 - November 2013
Canaccord Genuity Inc. May 2010 - May 2012
Enterprise Rent-A-Car May 2011 - August 2011
Skills
Finance, Customer Service, Leadership, Financial Analysis, Investments, People-oriented, Equities, Management, Accounting, Time Management, Communication, Analytics, Market Research, Analysis, Microsoft Excel, Entrepreneurship, Marketing
Education
Simon Fraser University 2007 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing
CFA Institute
Passed Level I of the CFA Program
Odlum Brown Limited December 2014 - Present
Haywood Securities November 2013 - December 2014
Vancity July 2012 - November 2013
Dolce Salani Bakery January 2006 - November 2013
Canaccord Genuity Inc. May 2010 - May 2012
Enterprise Rent-A-Car May 2011 - August 2011
Skills
Finance, Customer Service, Leadership, Financial Analysis, Investments, People-oriented, Equities, Management, Accounting, Time Management, Communication, Analytics, Market Research, Analysis, Microsoft Excel, Entrepreneurship, Marketing
Education
Simon Fraser University 2007 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing
CFA Institute
Passed Level I of the CFA Program
Peter Dippolito Peter Dippolito's Canaccord Genuity Inc. Experience May 2015 - Present
Job Principal
Industry Investment Banking
Experience
Canaccord Genuity Inc. May 2015 - Present
MLV&Co. October 2012 - May 2015
Cantor Fitzgerald & Co. November 2002 - September 2012
Skills
Capital Markets, Equities, Trading, Microsoft Excel, Investment Banking, Financial Markets, Series 7, Series 63
Education
Hofstra University
Canaccord Genuity Inc. May 2015 - Present
MLV&Co. October 2012 - May 2015
Cantor Fitzgerald & Co. November 2002 - September 2012
Skills
Capital Markets, Equities, Trading, Microsoft Excel, Investment Banking, Financial Markets, Series 7, Series 63
Education
Hofstra University
Rebecca Dobson's Canaccord Genuity Inc. Experience July 2015 - Present
Job Human Resources
Industry Banking
Experience
Canaccord Genuity Inc. July 2015 - Present
N.A. Property Inc. August 2013 - June 2015
Muza Metal Products September 2011 - August 2013
HUI Manufacturing September 2010 - September 2011
Skills
Management, Human Resources, Internet Recruiting, New Hire Orientations, Employee Relations, Employee Benefits, Onboarding, Recruiting, Applicant Tracking..., College Recruiting, Payroll, FMLA, Hiring, Personnel Management, Benefits Administration, Leadership
Education
Lakeland College
Masters, Business Administration; Finance
Lakeland College
Bachelor of Arts, Hospitality Management
Canaccord Genuity Inc. July 2015 - Present
N.A. Property Inc. August 2013 - June 2015
Muza Metal Products September 2011 - August 2013
HUI Manufacturing September 2010 - September 2011
Skills
Management, Human Resources, Internet Recruiting, New Hire Orientations, Employee Relations, Employee Benefits, Onboarding, Recruiting, Applicant Tracking..., College Recruiting, Payroll, FMLA, Hiring, Personnel Management, Benefits Administration, Leadership
Education
Lakeland College
Masters, Business Administration; Finance
Lakeland College
Bachelor of Arts, Hospitality Management
James Lees James Lees's Canaccord Genuity Inc. Experience February 2012 - July 2013
Job Analyst at UNITY
Industry International Affairs
Experience
Unity Development Group January 2015 - Present
Freelance October 2013 - Present
New York University January 2014 - May 2015
International Action Network on Small Arms (IANSA) May 2014 - July 2014
Canaccord Genuity Inc. February 2012 - July 2013
Evolution Securities September 2011 - February 2012
Fair Investment Company June 2010 - June 2010
The Warehouse April 2008 - May 2008
Albourne Partners September 2007 - March 2008
Skills
Bloomberg, Financial Modeling, Investment Banking, Equity Research, Valuation, Capital Markets, Equities, Fixed Income, Emerging Markets, Corporate Finance, Derivatives, Trading, Private Equity, Financial Markets, Investments, Analysis, International Relations, Economics, Research, Microsoft Office
Education
New York University 2013 — 2015
Master's degree, International Relations and Affairs
University of Bristol 2008 — 2011
Bachelor of Science (BSc), Economics
Unity Development Group January 2015 - Present
Freelance October 2013 - Present
New York University January 2014 - May 2015
International Action Network on Small Arms (IANSA) May 2014 - July 2014
Canaccord Genuity Inc. February 2012 - July 2013
Evolution Securities September 2011 - February 2012
Fair Investment Company June 2010 - June 2010
The Warehouse April 2008 - May 2008
Albourne Partners September 2007 - March 2008
Skills
Bloomberg, Financial Modeling, Investment Banking, Equity Research, Valuation, Capital Markets, Equities, Fixed Income, Emerging Markets, Corporate Finance, Derivatives, Trading, Private Equity, Financial Markets, Investments, Analysis, International Relations, Economics, Research, Microsoft Office
Education
New York University 2013 — 2015
Master's degree, International Relations and Affairs
University of Bristol 2008 — 2011
Bachelor of Science (BSc), Economics
Max Ducharme Max Ducharme's Canaccord Genuity Inc. Experience June 2008 - August 2008
Job MBA/MA Candidate at The Wharton School/The Lauder Institute Class of 2017
Industry Higher Education
Experience
Bite Lietuva May 2014 - February 2015
KPMG Advisory September 2011 - April 2014
GoldenTree Asset Management June 2009 - August 2009
Canaccord Genuity Inc. June 2008 - August 2008
Skills
Analysis, Valuation, Strategy, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Telecommunications, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master's degree, International Studies
Lehigh University - College of Business and Economics 2006 — 2011
Bachelor of Science (BS), Accounting and Finance, Graduated with Honors
Bite Lietuva May 2014 - February 2015
KPMG Advisory September 2011 - April 2014
GoldenTree Asset Management June 2009 - August 2009
Canaccord Genuity Inc. June 2008 - August 2008
Skills
Analysis, Valuation, Strategy, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Telecommunications, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master's degree, International Studies
Lehigh University - College of Business and Economics 2006 — 2011
Bachelor of Science (BS), Accounting and Finance, Graduated with Honors
John Wechsler's Canaccord Genuity Inc. Experience May 2015 - June 2015
Job Student at The George Washington University
Industry
Experience
Regeneron Pharmaceuticals, Inc. July 2015 - Present
Elm Ridge Capital Management, LLC June 2015 - July 2015
Canaccord Genuity Inc. May 2015 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Leadership, Public Speaking, Teamwork, Event Planning, Management
Education
The George Washington University 2014 — 2018
Finance, Business Administration and Management, General
Hackley School 2001 — 2014
High school diploma
Regeneron Pharmaceuticals, Inc. July 2015 - Present
Elm Ridge Capital Management, LLC June 2015 - July 2015
Canaccord Genuity Inc. May 2015 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Leadership, Public Speaking, Teamwork, Event Planning, Management
Education
The George Washington University 2014 — 2018
Finance, Business Administration and Management, General
Hackley School 2001 — 2014
High school diploma
Dave Westenberg, CFA Dave Westenberg, CFA's Canaccord Genuity Inc. Experience July 2014 - Present
Job Equity Research Associate at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. July 2014 - Present
AmeriTech Advisors March 2012 - July 2014
Seeking Alpha 2009 - 2013
Genextra December 2010 - March 2012
Personalized Medicine Intelligence August 2008 - August 2009
ThinkEquity Partners January 2008 - July 2008
Betty's Organics May 2006 - January 2008
Skills
Financial Modeling, Stock Picking, Research, Report Writing, Market Research, Business Planning, Investments, Microsoft Excel, PowerPoint, Financial Markets, Valuation, Mergers & Acquisitions, Due Diligence, Venture Capital, Strategy, Equity Research
Education
Università Commerciale 'Luigi Bocconi' 2009 — 2011
Masters, Finance
Beyer High School
San Francisco State University
Bachelors of Science, Business Adminstration
Canaccord Genuity Inc. July 2014 - Present
AmeriTech Advisors March 2012 - July 2014
Seeking Alpha 2009 - 2013
Genextra December 2010 - March 2012
Personalized Medicine Intelligence August 2008 - August 2009
ThinkEquity Partners January 2008 - July 2008
Betty's Organics May 2006 - January 2008
Skills
Financial Modeling, Stock Picking, Research, Report Writing, Market Research, Business Planning, Investments, Microsoft Excel, PowerPoint, Financial Markets, Valuation, Mergers & Acquisitions, Due Diligence, Venture Capital, Strategy, Equity Research
Education
Università Commerciale 'Luigi Bocconi' 2009 — 2011
Masters, Finance
Beyer High School
San Francisco State University
Bachelors of Science, Business Adminstration
Rob Bruggeman, CFA's Canaccord Genuity Inc. Experience May 2010 - January 2011
Job Corporate Development at Wellgreen Platinum Ltd.
Industry Mining & Metals
Experience
Wellgreen Platinum Ltd. August 2012 - Present
Northern Securities Inc. January 2011 - August 2012
Canaccord Genuity Inc. May 2010 - January 2011
TD Securities May 2005 - May 2010
Northern Securities November 2000 - May 2005
AT&T Canada 1994 - 2000
Skills
Equities, Securities, Equity Research, Valuation, Trading, Capital Markets, Corporate Development, Investor Relations, Investment Banking, Investments, Financial Modeling, Corporate Finance, Asset Managment, Hedge Funds, M&A experience, Strategic Partnerships, Mining, Oil & Gas Industry, Technology, Business Strategy
Education
York University - Schulich School of Business 1997 — 2000
MBA, Finance, Strategy
McMaster University 1989 — 1994
Bachelor of Engineering & Management
Wellgreen Platinum Ltd. August 2012 - Present
Northern Securities Inc. January 2011 - August 2012
Canaccord Genuity Inc. May 2010 - January 2011
TD Securities May 2005 - May 2010
Northern Securities November 2000 - May 2005
AT&T Canada 1994 - 2000
Skills
Equities, Securities, Equity Research, Valuation, Trading, Capital Markets, Corporate Development, Investor Relations, Investment Banking, Investments, Financial Modeling, Corporate Finance, Asset Managment, Hedge Funds, M&A experience, Strategic Partnerships, Mining, Oil & Gas Industry, Technology, Business Strategy
Education
York University - Schulich School of Business 1997 — 2000
MBA, Finance, Strategy
McMaster University 1989 — 1994
Bachelor of Engineering & Management
Roman Trusz Roman Trusz's Canaccord Genuity Inc. Experience April 2015 - Present
Job Associate Equity Research at Canaccord Genuity Inc.
Industry Oil & Energy
Experience
Canaccord Genuity Inc. April 2015 - Present
SNC-Lavalin April 2013 - March 2015
Richard Ivey School of Business February 2012 - April 2013
SNC-Lavalin October 2011 - February 2012
SNC-Lavalin December 2010 - October 2011
SNC-Lavalin July 2010 - December 2010
SNC-Lavalin January 2009 - July 2010
SNC-Lavalin May 2007 - January 2009
Skills
Piping, Project Coordination, Mechanical, Construction Management, Construction Supervision, Project Management, Construction, Proposal Writing, Project Planning, Engineering, Project Engineering, Power Plants, Contract Management, Procurement, Risk Assessment, Energy, Process Scheduler, Business Development, Budgets, EPC, Inspection, MS Project, Project Control, AutoCAD, Time Management, Petroleum, Management, Commissioning
Education
Richard Ivey School of Business 2012 — 2013
MBA
Ryerson University 2003 — 2007
B.Eng, Mechanical Engineering
Canaccord Genuity Inc. April 2015 - Present
SNC-Lavalin April 2013 - March 2015
Richard Ivey School of Business February 2012 - April 2013
SNC-Lavalin October 2011 - February 2012
SNC-Lavalin December 2010 - October 2011
SNC-Lavalin July 2010 - December 2010
SNC-Lavalin January 2009 - July 2010
SNC-Lavalin May 2007 - January 2009
Skills
Piping, Project Coordination, Mechanical, Construction Management, Construction Supervision, Project Management, Construction, Proposal Writing, Project Planning, Engineering, Project Engineering, Power Plants, Contract Management, Procurement, Risk Assessment, Energy, Process Scheduler, Business Development, Budgets, EPC, Inspection, MS Project, Project Control, AutoCAD, Time Management, Petroleum, Management, Commissioning
Education
Richard Ivey School of Business 2012 — 2013
MBA
Ryerson University 2003 — 2007
B.Eng, Mechanical Engineering
Matt Bottomley CPA, CA, CBV, CFE Matt Bottomley CPA, CA, CBV, CFE's Canaccord Genuity Inc. Experience April 2015 - Present
Job Equity Research Associate Healthcare & Life Sciences at Canaccord Genuity Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. April 2015 - Present
Cohen Hamilton Steger & Co. Inc. January 2012 - September 2014
PwC September 2007 - December 2011
Skills
Assurance, Forensic Accounting, Auditing, Business Valuation, Internal Controls, Financial Analysis, Financial Modeling, IFRS, Certified Fraud Examiner, GAAP
Education
CFA Institute
CFA Level II Candidate
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator (2013)
Association of Certified Fraud Examiners
Certified Fraud Examiner (2012)
Chartered Professional Accountants Ontario; Institute of Chartered Accountants of Ontario
Chartered Professional Accountant (2012), Chartered Accountant (2010)
McMaster University
Honours Bachelor of Commerce, Commerce (2003 - 2007)
Canaccord Genuity Inc. April 2015 - Present
Cohen Hamilton Steger & Co. Inc. January 2012 - September 2014
PwC September 2007 - December 2011
Skills
Assurance, Forensic Accounting, Auditing, Business Valuation, Internal Controls, Financial Analysis, Financial Modeling, IFRS, Certified Fraud Examiner, GAAP
Education
CFA Institute
CFA Level II Candidate
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator (2013)
Association of Certified Fraud Examiners
Certified Fraud Examiner (2012)
Chartered Professional Accountants Ontario; Institute of Chartered Accountants of Ontario
Chartered Professional Accountant (2012), Chartered Accountant (2010)
McMaster University
Honours Bachelor of Commerce, Commerce (2003 - 2007)
David Bonasia's Canaccord Genuity Inc. Experience August 2012 - November 2013
Job Associate Brookfield Capital Partners
Industry Venture Capital & Private Equity
Experience
Brookfield Asset Management March 2015 - Present
Bastion Infrastructure Group November 2013 - March 2015
Canaccord Genuity Inc. August 2012 - November 2013
Canaccord Genuity Inc. May 2011 - August 2011
AECOM May 2009 - April 2011
The City of London- Transportation Planning & Design Division May 2010 - August 2010
Dufferin Construction - A Division of Holcim (Canada) Inc. May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Investment Banking, Business Strategy, IPO, Real Estate, Restructuring, Recapitalizations, Mergers, Private Equity, Investments, Capital Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2012
Bachelor of Arts, Honours Business Administration
The University of Western Ontario 2007 — 2012
Bachelor of Engineering Science, Civil & Environmental Engineering
Brookfield Asset Management March 2015 - Present
Bastion Infrastructure Group November 2013 - March 2015
Canaccord Genuity Inc. August 2012 - November 2013
Canaccord Genuity Inc. May 2011 - August 2011
AECOM May 2009 - April 2011
The City of London- Transportation Planning & Design Division May 2010 - August 2010
Dufferin Construction - A Division of Holcim (Canada) Inc. May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Investment Banking, Business Strategy, IPO, Real Estate, Restructuring, Recapitalizations, Mergers, Private Equity, Investments, Capital Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2012
Bachelor of Arts, Honours Business Administration
The University of Western Ontario 2007 — 2012
Bachelor of Engineering Science, Civil & Environmental Engineering
Joanita Ricketts Joanita Ricketts's Canaccord Genuity Inc. Experience 2011 - 2012
Job
Industry Investment Banking
Experience
MUFG Americas December 2014 - Present
N/A Independent 2012 - December 2014
Canaccord Genuity Inc. 2011 - 2012
Jefferies & Co. 2005 - 2011
Wachovia Bank November 2004 - March 2005
Calyon Securities 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Financial Modeling, Venture Capital, Equities, Corporate Development, Corporate Finance, Private Placements, Emerging Markets, LBO, Due Diligence, Hedge Funds, IPO
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS)
Howard University 1996 — 1999
BBA (magna cum laude)
MUFG Americas December 2014 - Present
N/A Independent 2012 - December 2014
Canaccord Genuity Inc. 2011 - 2012
Jefferies & Co. 2005 - 2011
Wachovia Bank November 2004 - March 2005
Calyon Securities 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Financial Modeling, Venture Capital, Equities, Corporate Development, Corporate Finance, Private Placements, Emerging Markets, LBO, Due Diligence, Hedge Funds, IPO
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS)
Howard University 1996 — 1999
BBA (magna cum laude)
Alex Ferreira's Canaccord Genuity Inc. Experience May 2014 - August 2014
Job Investment Banking Analyst at Canaccord Genuity Inc.
Industry Banking
Experience
Minutemen Equity Fund January 2012 - December 2014
Canaccord Genuity Inc. May 2014 - August 2014
TD June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Java, Team Leadership, Equity Research Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Finance
Andover High School 2007 — 2011
Minutemen Equity Fund January 2012 - December 2014
Canaccord Genuity Inc. May 2014 - August 2014
TD June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Java, Team Leadership, Equity Research Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Finance
Andover High School 2007 — 2011
Otis Pitney Otis Pitney's Canaccord Genuity Inc. Experience July 2013 - Present
Job Senior Investment Banking Analyst at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. July 2013 - Present
Canaccord Genuity Inc. September 2012 - June 2013
Skills
Investment Banking, Financial Modeling, Valuation, Social Media, PowerPoint, Microsoft Excel, Research, Microsoft Office, Financial Analysis, Bloomberg
Education
Middlebury College 2008 — 2012
Bachelor of Arts (BA), Political Science
Dartmouth College - the Tuck School of Business 2011 — 2011
Business Bridge Program
Canaccord Genuity Inc. July 2013 - Present
Canaccord Genuity Inc. September 2012 - June 2013
Skills
Investment Banking, Financial Modeling, Valuation, Social Media, PowerPoint, Microsoft Excel, Research, Microsoft Office, Financial Analysis, Bloomberg
Education
Middlebury College 2008 — 2012
Bachelor of Arts (BA), Political Science
Dartmouth College - the Tuck School of Business 2011 — 2011
Business Bridge Program
Mark Belcarz Mark Belcarz's Canaccord Genuity Inc. Experience November 2014 - Present
Job Equity Research Associate, Enterprise Software at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. November 2014 - Present
Euro Pacific Canada July 2013 - July 2014
Byron Capital Markets November 2012 - May 2013
Canaccord Genuity Inc. May 2011 - August 2011
Oracle May 2006 - September 2010
Skills
Financial Modeling, Financial Analysis, Equity Research, Business Valuation, Valuation, Analysis, Corporate Finance, Java, C++, Software Design, Mergers & Acquisitions, PowerPoint, Capital Markets, Microsoft Office, Microsoft Excel, Investments, Research, Finance, Due Diligence, Telecommunications, Equities, Capital Budgeting, Computer Graphics, ThomsonOne, Capital IQ, Sell Side, Technology, New Media, Business Analysis, Investment Banking, Bloomberg, Business Strategy, Object Oriented Design, Strategy, Enterprise Software, Forecasting, SaaS, Emerging Technologies, IT Strategy, Competitive Analysis, Microsoft Word, DCF Valuation, Qualitative Research, Financial Reporting, SDLC, Software Development, Testing, Software Design Patterns, Data Structures, Accounting
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA
University of Waterloo 2004 — 2006
MMath, Computer Science
McGill University 2000 — 2004
BEng, Computer Engineering
Canaccord Genuity Inc. November 2014 - Present
Euro Pacific Canada July 2013 - July 2014
Byron Capital Markets November 2012 - May 2013
Canaccord Genuity Inc. May 2011 - August 2011
Oracle May 2006 - September 2010
Skills
Financial Modeling, Financial Analysis, Equity Research, Business Valuation, Valuation, Analysis, Corporate Finance, Java, C++, Software Design, Mergers & Acquisitions, PowerPoint, Capital Markets, Microsoft Office, Microsoft Excel, Investments, Research, Finance, Due Diligence, Telecommunications, Equities, Capital Budgeting, Computer Graphics, ThomsonOne, Capital IQ, Sell Side, Technology, New Media, Business Analysis, Investment Banking, Bloomberg, Business Strategy, Object Oriented Design, Strategy, Enterprise Software, Forecasting, SaaS, Emerging Technologies, IT Strategy, Competitive Analysis, Microsoft Word, DCF Valuation, Qualitative Research, Financial Reporting, SDLC, Software Development, Testing, Software Design Patterns, Data Structures, Accounting
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA
University of Waterloo 2004 — 2006
MMath, Computer Science
McGill University 2000 — 2004
BEng, Computer Engineering
Will Shen Will Shen's Canaccord Genuity Inc. Experience October 2009 - October 2011
Job Senior Investment Analyst Energy, Midstream, MLPs at Eagle Global Advisors
Industry Financial Services
Experience
Eagle Global Advisors December 2014 - Present
Eagle Global Advisors October 2011 - Present
Canaccord Genuity Inc. October 2009 - October 2011
Goldman Sachs June 2008 - August 2008
Skills
Equity Research, Investment Banking, Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Equity Valuation, Capital Markets, Corporate Finance, Business Valuation, Capital IQ
Education
Rice University - Jesse H. Jones Graduate School of Management 2007 — 2009
MBA, Finance
Rice University 1996 — 2000
B.A., Economics, Biochemistry
Eagle Global Advisors December 2014 - Present
Eagle Global Advisors October 2011 - Present
Canaccord Genuity Inc. October 2009 - October 2011
Goldman Sachs June 2008 - August 2008
Skills
Equity Research, Investment Banking, Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Equity Valuation, Capital Markets, Corporate Finance, Business Valuation, Capital IQ
Education
Rice University - Jesse H. Jones Graduate School of Management 2007 — 2009
MBA, Finance
Rice University 1996 — 2000
B.A., Economics, Biochemistry
Victor J. Milone Victor J. Milone's Canaccord Genuity Inc. Experience 2015 - 2015
Job Accounts Payable Supervisor at AMC Health
Industry Hospitality
Experience
Canaccord Genuity Inc. 2015 - 2015
Canaccord Genuity Inc. 2015 - 2015
City University of New York June 2014 - July 2014
New York Hilton Midtown March 2013 - March 2014
Visiting Nurse Service of New York September 2011 - January 2013
Pfizer Pharmaceuticals April 1998 - June 2010
PFIZER, Inc May 1993 - April 1998
Controller's Division January 1997 - January 1998
Skills
PeopleSoft, Suncoast, Aspen, Process Improvement, Training, Accounting, Leadership, Operations Management, Management, Project Management, CRM, Accounts Payable, Forecasting, Vendor Management, Financial Analysis, Financial Reporting, Performance Management, Account Reconciliation, Cross-functional Team..., Leadership Development, SAP, Aspen HYSYS, Pharmaceutical Industry, Time Management, Budgets, Customer Service, Auditing, Finance, Software Documentation, Internal Controls, Six Sigma, Business Planning, Microsoft Excel
Education
Marymount Manhattan College 1983 — 1992
B.A., Accounting and Finance
Canaccord Genuity Inc. 2015 - 2015
Canaccord Genuity Inc. 2015 - 2015
City University of New York June 2014 - July 2014
New York Hilton Midtown March 2013 - March 2014
Visiting Nurse Service of New York September 2011 - January 2013
Pfizer Pharmaceuticals April 1998 - June 2010
PFIZER, Inc May 1993 - April 1998
Controller's Division January 1997 - January 1998
Skills
PeopleSoft, Suncoast, Aspen, Process Improvement, Training, Accounting, Leadership, Operations Management, Management, Project Management, CRM, Accounts Payable, Forecasting, Vendor Management, Financial Analysis, Financial Reporting, Performance Management, Account Reconciliation, Cross-functional Team..., Leadership Development, SAP, Aspen HYSYS, Pharmaceutical Industry, Time Management, Budgets, Customer Service, Auditing, Finance, Software Documentation, Internal Controls, Six Sigma, Business Planning, Microsoft Excel
Education
Marymount Manhattan College 1983 — 1992
B.A., Accounting and Finance
Martin Murrer Martin Murrer's Canaccord Genuity Inc. Experience May 2015 - Present
Job Senior Advisor at Canaccord Genuity Inc.
Industry Banking
Experience
GSM Co-Investors and Nutrition Advisors,LLC April 2014 - Present
Canaccord Genuity Inc. May 2015 - Present
The Ohio State University December 2010 - Present
SightFourAll September 2014 - Present
Murrer Brothers LLC May 2011 - Present
Bond Technology Systems Inc. February 2013 - Present
Catholic Charities of the Archdiocese of New York January 2004 - Present
The Ohio State University Foundation June 2005 - Present
Sagent Advisors June 2003 - May 2015
California Nut Orchards LLC September 2013 - April 2015
Skills
Board Leadership, Mergers, Investment Advisory, Nutrition, Health, Consumer Products, Venture Capital, Investment Banking, Leadership, Mergers & Acquisitions, Business Development, Investments, Start-ups, New Business Development, Private Equity, Management, Finance, Philanthropy, Strategic Planning, Due Diligence
Education
UCLA Anderson School of Management 1979 — 1981
MBA, Finance and Strategy
The Ohio State University 1975 — 1979
BS, Finance and Marketing
Queen of Peace
GSM Co-Investors and Nutrition Advisors,LLC April 2014 - Present
Canaccord Genuity Inc. May 2015 - Present
The Ohio State University December 2010 - Present
SightFourAll September 2014 - Present
Murrer Brothers LLC May 2011 - Present
Bond Technology Systems Inc. February 2013 - Present
Catholic Charities of the Archdiocese of New York January 2004 - Present
The Ohio State University Foundation June 2005 - Present
Sagent Advisors June 2003 - May 2015
California Nut Orchards LLC September 2013 - April 2015
Skills
Board Leadership, Mergers, Investment Advisory, Nutrition, Health, Consumer Products, Venture Capital, Investment Banking, Leadership, Mergers & Acquisitions, Business Development, Investments, Start-ups, New Business Development, Private Equity, Management, Finance, Philanthropy, Strategic Planning, Due Diligence
Education
UCLA Anderson School of Management 1979 — 1981
MBA, Finance and Strategy
The Ohio State University 1975 — 1979
BS, Finance and Marketing
Queen of Peace
Eric Zaunscherb's Canaccord Genuity Inc. Experience June 2014 - Present
Job Director, Research Metals & Mining Analyst at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2014 - Present
Morgan Stanley June 2012 - January 2014
PI Financial Corp. February 2011 - April 2012
Canaccord Genuity 2008 - November 2010
Haywood Securities 2007 - 2008
Raymond James Ltd. 2002 - 2006
Urangesellschaft 1980 - 1984
Skills
Mining, Management, Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Private Equity, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Due Diligence, Fixed Income, Investor Relations, Venture Capital, IPO, Corporate Finance, Trading, Bloomberg
Education
McMaster University 1979 — 1984
B.Sc., Geology
Canaccord Genuity Inc. June 2014 - Present
Morgan Stanley June 2012 - January 2014
PI Financial Corp. February 2011 - April 2012
Canaccord Genuity 2008 - November 2010
Haywood Securities 2007 - 2008
Raymond James Ltd. 2002 - 2006
Urangesellschaft 1980 - 1984
Skills
Mining, Management, Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Private Equity, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Due Diligence, Fixed Income, Investor Relations, Venture Capital, IPO, Corporate Finance, Trading, Bloomberg
Education
McMaster University 1979 — 1984
B.Sc., Geology
Connor Hackett Connor Hackett's Canaccord Genuity Inc. Experience January 2011 - April 2012
Job Evercore ISI
Industry Financial Services
Experience
Evercore May 2015 - Present
Katz Capital April 2012 - April 2015
Canaccord Genuity Inc. January 2011 - April 2012
SJ Levinson June 2009 - August 2009
Skills
Series 7, Series 63, Equities, Equity Trading, Equity Derivatives, Equity Research, Bloomberg, Eze Castle, Interactive Brokers, ISE, Lava, Thompson One, Microsoft Excel, Trading Systems, Derivatives, Electronic Trading, Options
Education
St. Lawrence University 2006 — 2010
Bachelor of Arts
Bronxville High School 2002 — 2006
Evercore May 2015 - Present
Katz Capital April 2012 - April 2015
Canaccord Genuity Inc. January 2011 - April 2012
SJ Levinson June 2009 - August 2009
Skills
Series 7, Series 63, Equities, Equity Trading, Equity Derivatives, Equity Research, Bloomberg, Eze Castle, Interactive Brokers, ISE, Lava, Thompson One, Microsoft Excel, Trading Systems, Derivatives, Electronic Trading, Options
Education
St. Lawrence University 2006 — 2010
Bachelor of Arts
Bronxville High School 2002 — 2006
Aaron Gurney's Canaccord Genuity Inc. Experience October 2014 - Present
Job Support Analyst
Industry Information Technology and Services
Experience
Canaccord Genuity Inc. October 2014 - Present
The University of British Columbia February 2012 - September 2014
Accenture September 2010 - March 2012
London Drugs September 2001 - January 2011
Eigen Development Ltd. December 2009 - February 2010
Skills
Windows 7, Microsoft Office, Windows, Active Directory, Customer Service, Technical Writing, Social Media, Data Analysis, Software Documentation, Mac OS X, HTML, Technical Support, ITIL, SharePoint, Troubleshooting, OS X
Education
Langara College 2007 — 2009
Associate of Arts Degree, Creative Writing
Canaccord Genuity Inc. October 2014 - Present
The University of British Columbia February 2012 - September 2014
Accenture September 2010 - March 2012
London Drugs September 2001 - January 2011
Eigen Development Ltd. December 2009 - February 2010
Skills
Windows 7, Microsoft Office, Windows, Active Directory, Customer Service, Technical Writing, Social Media, Data Analysis, Software Documentation, Mac OS X, HTML, Technical Support, ITIL, SharePoint, Troubleshooting, OS X
Education
Langara College 2007 — 2009
Associate of Arts Degree, Creative Writing
George GEO T. Wilson George GEO T. Wilson's Canaccord Genuity Inc. Experience January 2004 - January 2011
Job Managing Director Head of Energy Investment Banking
Industry Oil & Energy
Experience
Integral Capital Markets / Integral Wealth Securities Limited October 2013 - Present
Wilgrold Resources Ltd. January 2005 - Present
Canaccord Genuity Inc. January 2004 - January 2011
Skills
Management, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Capital Markets, Equities, Private Equity, Mergers & Acquisitions, Due Diligence, Investments, Financial Analysis
Education
Ivey Business School at Western University 1976 — 1978
Honors in Business Administration, Finance, General
Integral Capital Markets / Integral Wealth Securities Limited October 2013 - Present
Wilgrold Resources Ltd. January 2005 - Present
Canaccord Genuity Inc. January 2004 - January 2011
Skills
Management, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Capital Markets, Equities, Private Equity, Mergers & Acquisitions, Due Diligence, Investments, Financial Analysis
Education
Ivey Business School at Western University 1976 — 1978
Honors in Business Administration, Finance, General
Ryan Oatman, CFA's Canaccord Genuity Inc. Experience September 2010 - July 2012
Job Oil & Gas Equity Research Analyst
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
Canaccord Genuity Inc. September 2010 - July 2012
SunTrust Robinson Humphrey June 2008 - September 2010
FBR January 2008 - June 2008
Skills
Energy Industry, Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Equity Valuation, Capital Markets, Financial Analysis, Investments, Analysis, Series 7, Series 63, Business Valuation
Education
Texas A&M University 2006 — 2007
MBA
Trinity University 2003 — 2006
BS, Business Administration with concentrations in Finance and Accounting
Paschal High School
Cowen and Company June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
Canaccord Genuity Inc. September 2010 - July 2012
SunTrust Robinson Humphrey June 2008 - September 2010
FBR January 2008 - June 2008
Skills
Energy Industry, Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Equity Valuation, Capital Markets, Financial Analysis, Investments, Analysis, Series 7, Series 63, Business Valuation
Education
Texas A&M University 2006 — 2007
MBA
Trinity University 2003 — 2006
BS, Business Administration with concentrations in Finance and Accounting
Paschal High School
Jason Mills Jason Mills's Canaccord Genuity Inc. Experience March 2007 - Present
Job Managing Director at Canaccord Genuity
Industry Capital Markets
Experience
Canaccord Genuity Inc. March 2007 - Present
First Albany Capital April 2003 - February 2007
Broadpoint Capital (First Albany Capital) 2003 - 2007
Broadpoint Securities Group 2003 - 2007
Thomas Weisel Partners March 2001 - March 2003
BMO Capital Markets September 2000 - March 2001
Preferred Capital Markets 1999 - 2000
Skills
Medical Devices, Financial Modeling, Financial Analysis, Equities, Research, Hedge Funds, Equity Research, Due Diligence, Valuation, Securities, Management, Investments, Venture Capital, Start-ups, Private Equity, Corporate Development, Investment Banking
Education
Yale University 1991 — 1995
BA, Economics
Ohio University 1995 — 1996
MA, Sports Administration
Canaccord Genuity Inc. March 2007 - Present
First Albany Capital April 2003 - February 2007
Broadpoint Capital (First Albany Capital) 2003 - 2007
Broadpoint Securities Group 2003 - 2007
Thomas Weisel Partners March 2001 - March 2003
BMO Capital Markets September 2000 - March 2001
Preferred Capital Markets 1999 - 2000
Skills
Medical Devices, Financial Modeling, Financial Analysis, Equities, Research, Hedge Funds, Equity Research, Due Diligence, Valuation, Securities, Management, Investments, Venture Capital, Start-ups, Private Equity, Corporate Development, Investment Banking
Education
Yale University 1991 — 1995
BA, Economics
Ohio University 1995 — 1996
MA, Sports Administration
Randall Stanicky's Canaccord Genuity Inc. Experience July 2011 - October 2013
Job
Industry Banking
Experience
RBC Capital Markets October 2013 - Present
Children's Tumor Foundation June 2014 - Present
TherapeuticsMD December 2013 - March 2015
Canaccord Genuity Inc. July 2011 - October 2013
Goldman Sachs August 2001 - July 2011
Citigroup Global Asset Management August 1999 - August 2001
Skills
Equity Research, Capital Markets, Equities, Valuation, Investment Banking, Hedge Funds, Equity Valuation, Private Equity, Financial Modeling, Bloomberg
Education
The University of British Columbia / UBC
Bachelor of Commerce, Business
RBC Capital Markets October 2013 - Present
Children's Tumor Foundation June 2014 - Present
TherapeuticsMD December 2013 - March 2015
Canaccord Genuity Inc. July 2011 - October 2013
Goldman Sachs August 2001 - July 2011
Citigroup Global Asset Management August 1999 - August 2001
Skills
Equity Research, Capital Markets, Equities, Valuation, Investment Banking, Hedge Funds, Equity Valuation, Private Equity, Financial Modeling, Bloomberg
Education
The University of British Columbia / UBC
Bachelor of Commerce, Business
Matt Ramsay's Canaccord Genuity Inc. Experience January 2014 - Present
Job Principal, Senior Research Analyst at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2014 - Present
Canaccord Genuity Inc. May 2013 - January 2014
Canaccord Genuity Inc. July 2010 - May 2013
Piper Jaffray March 2010 - June 2010
Advanced Micro Devices August 2009 - March 2010
Sun Microsystems March 2008 - August 2009
Spansion October 2007 - February 2008
Sun Microsystems January 2004 - September 2007
Skills
Series 7, FINRA, Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Capital Markets, Cross-functional Team..., Perl, HTML, C++, Java, Series 63, Series 86, Series 87, Computer Architecture, X86, SPARC, Technical Writing, Semiconductor Industry, Mobile Phone Industry, Virtualization, Operating Systems, Processors, Server Architecture, Systems Modeling, Performance Engineering, Linux, Market Research, Accounting, Mobile Devices, Equity Valuation, Cloud Computing, Investment Banking
Education
Indiana University - Kelley School of Business 2009 — 2012
M.B.A., Finance
University of Wisconsin-Madison 2002 — 2003
M.S., Computer Architecture
University of Evansville 1998 — 2002
B.S., Computer Engineering
Canaccord Genuity Inc. January 2014 - Present
Canaccord Genuity Inc. May 2013 - January 2014
Canaccord Genuity Inc. July 2010 - May 2013
Piper Jaffray March 2010 - June 2010
Advanced Micro Devices August 2009 - March 2010
Sun Microsystems March 2008 - August 2009
Spansion October 2007 - February 2008
Sun Microsystems January 2004 - September 2007
Skills
Series 7, FINRA, Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Capital Markets, Cross-functional Team..., Perl, HTML, C++, Java, Series 63, Series 86, Series 87, Computer Architecture, X86, SPARC, Technical Writing, Semiconductor Industry, Mobile Phone Industry, Virtualization, Operating Systems, Processors, Server Architecture, Systems Modeling, Performance Engineering, Linux, Market Research, Accounting, Mobile Devices, Equity Valuation, Cloud Computing, Investment Banking
Education
Indiana University - Kelley School of Business 2009 — 2012
M.B.A., Finance
University of Wisconsin-Madison 2002 — 2003
M.S., Computer Architecture
University of Evansville 1998 — 2002
B.S., Computer Engineering
Vitaly Savitsky's Canaccord Genuity Inc. Experience June 2010 - Present
Job Experienced Equity Research Associate
Industry Capital Markets
Experience
Canaccord Genuity Inc. June 2010 - Present
Canaccord Genuity Inc. September 2009 - June 2010
Canaccord Adams May 2008 - August 2008
Skills
Equity Research, Financial Modeling, Valuation, Mergers & Acquisitions, Hedge Funds, Portfolio Management, Investments, Fixed Income, Bloomberg, Capital Markets, Equity Valuation, Financial Analysis, Equities
Education
York University - Schulich School of Business 2005 — 2009
iBBA, Finance and Statistics
Rotterdam School of Management, Erasmus University 2008 — 2009
IBA, Finance and Economics
CFA Institute 2008 — 2008
Level 1, Finance
Canaccord Genuity Inc. June 2010 - Present
Canaccord Genuity Inc. September 2009 - June 2010
Canaccord Adams May 2008 - August 2008
Skills
Equity Research, Financial Modeling, Valuation, Mergers & Acquisitions, Hedge Funds, Portfolio Management, Investments, Fixed Income, Bloomberg, Capital Markets, Equity Valuation, Financial Analysis, Equities
Education
York University - Schulich School of Business 2005 — 2009
iBBA, Finance and Statistics
Rotterdam School of Management, Erasmus University 2008 — 2009
IBA, Finance and Economics
CFA Institute 2008 — 2008
Level 1, Finance
Jennifer Pardi's Canaccord Genuity Inc. Experience September 2003 - Present
Job Managing Director, Equity Capital Markets at Canaccord Genuity Inc
Industry Investment Banking
Experience
Canaccord Genuity Inc. September 2003 - Present
Skills
Investment Banking, Valuation, Equities, Equity Research, Capital Markets, Financial Modeling, Private Placements
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA
University of Connecticut 1999 — 2003
Canaccord Genuity Inc. September 2003 - Present
Skills
Investment Banking, Valuation, Equities, Equity Research, Capital Markets, Financial Modeling, Private Placements
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA
University of Connecticut 1999 — 2003
Jed Kelly, CFA's Canaccord Genuity Inc. Experience April 2010 - November 2011
Job Director, Equity Research Consumer Internet
Industry Investment Banking
Experience
Oppenheimer & Co. March 2012 - Present
Canaccord Genuity Inc. April 2010 - November 2011
Grant Thornton November 2008 - November 2009
KPMG, LLP December 2004 - November 2008
Skills
Equity Research, Financial Modeling, Valuation, Accounting, Equity Valuation
Education
CFA Institute 2007 — 2011
Finance
Quinlan School of Business, Loyola University Chicago 2003 — 2005
Masters of Science in Accoutancy, Accountancy
Loyola College in Maryland 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Oppenheimer & Co. March 2012 - Present
Canaccord Genuity Inc. April 2010 - November 2011
Grant Thornton November 2008 - November 2009
KPMG, LLP December 2004 - November 2008
Skills
Equity Research, Financial Modeling, Valuation, Accounting, Equity Valuation
Education
CFA Institute 2007 — 2011
Finance
Quinlan School of Business, Loyola University Chicago 2003 — 2005
Masters of Science in Accoutancy, Accountancy
Loyola College in Maryland 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Michele Robitaille, CA, CFA, CBV's Canaccord Genuity Inc. Experience 1997 - 1999
Job Managing Director and Portfolio Manager at Guardian Capital LP
Industry Investment Management
Experience
Guardian Capital LP 2003 - Present
National Bank FInancial 2002 - 2003
Scotiabank 1999 - 2001
Canaccord Genuity Inc. 1997 - 1999
PricewaterhouseCoopers 1996 - 1997
PricewaterhouseCoopers 1993 - 1996
Skills
Portfolio Management, Equities, Asset Management, Investment Strategies, Equity Research, Investments, Bloomberg, Valuation, Wealth Management, Investment Management, Financial Modeling, Capital Markets, Asset Allocation, Mutual Funds
Education
The University of British Columbia 1989 — 1993
B Comm, Finance
CFA Institute
Chartered Financial Analyst
Canadian Institute of Chartered Accountants
Chartered Accountant
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator
Guardian Capital LP 2003 - Present
National Bank FInancial 2002 - 2003
Scotiabank 1999 - 2001
Canaccord Genuity Inc. 1997 - 1999
PricewaterhouseCoopers 1996 - 1997
PricewaterhouseCoopers 1993 - 1996
Skills
Portfolio Management, Equities, Asset Management, Investment Strategies, Equity Research, Investments, Bloomberg, Valuation, Wealth Management, Investment Management, Financial Modeling, Capital Markets, Asset Allocation, Mutual Funds
Education
The University of British Columbia 1989 — 1993
B Comm, Finance
CFA Institute
Chartered Financial Analyst
Canadian Institute of Chartered Accountants
Chartered Accountant
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator
David K. Peng's Canaccord Genuity Inc. Experience August 2010 - April 2012
Job Healthcare Investment Banking Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2013 - Present
Stifel Financial Corp. May 2012 - September 2013
Canaccord Genuity Inc. August 2010 - April 2012
Life Technologies March 2009 - July 2010
Burrill & Company 2008 - 2008
Genentech, Inc. 2000 - 2003
Johnson & Johnson, Inc. 1999 - 1999
Education
University of Michigan 2003 — 2007
Ph.D., M.S.E., Chemical Engineering
The Johns Hopkins University
B.S., B.A., Chemical Engineering, Biology
Guggenheim Partners September 2013 - Present
Stifel Financial Corp. May 2012 - September 2013
Canaccord Genuity Inc. August 2010 - April 2012
Life Technologies March 2009 - July 2010
Burrill & Company 2008 - 2008
Genentech, Inc. 2000 - 2003
Johnson & Johnson, Inc. 1999 - 1999
Education
University of Michigan 2003 — 2007
Ph.D., M.S.E., Chemical Engineering
The Johns Hopkins University
B.S., B.A., Chemical Engineering, Biology
Vincent Esposito's Canaccord Genuity Inc. Experience August 2011 - March 2012
Job Chief Operating Officer at Endeavor Plus, Inc.
Industry Investment Management
Experience
Endeavor Plus, Inc. June 2015 - Present
Burr Oak Advisors L.L.C October 2014 - Present
Wexford Capital May 2012 - October 2014
Verition Fund LLC March 2012 - May 2012
Canaccord Genuity Inc. August 2011 - March 2012
SES Partners Family of Funds October 2009 - November 2011
Consumer Reconnaissance, Inc June 2008 - October 2009
East Shore Partners June 2007 - May 2008
JP Morgan Chase June 2006 - August 2006
Skills
Retail, Bloomberg, Financial Modeling, Equities, Valuation, Investments, Trading, Equity Research, Hedge Funds, Financial Analysis, Portfolio Management, Asset Managment, Commodity, Investment Management, Alternative Investments, Private Equity, Capital Markets, Asset Management
Education
Siena College 2004 — 2008
BS, Finance
Endeavor Plus, Inc. June 2015 - Present
Burr Oak Advisors L.L.C October 2014 - Present
Wexford Capital May 2012 - October 2014
Verition Fund LLC March 2012 - May 2012
Canaccord Genuity Inc. August 2011 - March 2012
SES Partners Family of Funds October 2009 - November 2011
Consumer Reconnaissance, Inc June 2008 - October 2009
East Shore Partners June 2007 - May 2008
JP Morgan Chase June 2006 - August 2006
Skills
Retail, Bloomberg, Financial Modeling, Equities, Valuation, Investments, Trading, Equity Research, Hedge Funds, Financial Analysis, Portfolio Management, Asset Managment, Commodity, Investment Management, Alternative Investments, Private Equity, Capital Markets, Asset Management
Education
Siena College 2004 — 2008
BS, Finance
David Levesque, MSBA's Canaccord Genuity Inc. Experience 2008 - 2009
Job Senior Accountant at Brady Enterprises
Industry Consumer Electronics
Experience
Brady Enterprises June 2015 - Present
Salitek Inc. April 2013 - May 2015
Overall Carpenters October 2009 - March 2013
Canaccord Adams August 2008 - September 2009
Canaccord Genuity Inc. 2008 - 2009
Banc of America Securities September 1997 - December 2007
Montgomery Securities 1997 - 2007
Jack White & Company 1996 - 1997
Skills
Financial Analysis, Equities, Series 7, Capital Markets, Business Development, Corporate FP&A, Accounting, Business Analysis, CRM Databases, Asset Management, Bloomberg, Finance, Investments, Leadership, Portfolio Management, Securities, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Equity Trading, Derivatives, Financial Services, Management, Series 63
Education
San Francisco State University 1998 — 2000
MSBA, Finance
San Diego State University-California State University 1990 — 1995
BS, Finance
Brady Enterprises June 2015 - Present
Salitek Inc. April 2013 - May 2015
Overall Carpenters October 2009 - March 2013
Canaccord Adams August 2008 - September 2009
Canaccord Genuity Inc. 2008 - 2009
Banc of America Securities September 1997 - December 2007
Montgomery Securities 1997 - 2007
Jack White & Company 1996 - 1997
Skills
Financial Analysis, Equities, Series 7, Capital Markets, Business Development, Corporate FP&A, Accounting, Business Analysis, CRM Databases, Asset Management, Bloomberg, Finance, Investments, Leadership, Portfolio Management, Securities, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Equity Trading, Derivatives, Financial Services, Management, Series 63
Education
San Francisco State University 1998 — 2000
MSBA, Finance
San Diego State University-California State University 1990 — 1995
BS, Finance
Michelle Borthwick's Canaccord Genuity Inc. Experience May 1992 - February 1994
Job Consultant and Interim Executive Specializing in Company Management, Transition and Growth
Industry Mining & Metals
Experience
Endeavour Mining Corporation September 1995 - November 2012
BMO Nesbitt Burns February 1994 - March 1995
Canaccord Genuity Inc. May 1992 - February 1994
Skills
Mining, Minerals, Corporate Finance, Management, Strategic Planning, Mergers & Acquisitions, Public Company..., Corporate Communications, Corporate Governance, Insurance
Education
The University of British Columbia 1988 — 1992
BA, English, Psychology
Endeavour Mining Corporation September 1995 - November 2012
BMO Nesbitt Burns February 1994 - March 1995
Canaccord Genuity Inc. May 1992 - February 1994
Skills
Mining, Minerals, Corporate Finance, Management, Strategic Planning, Mergers & Acquisitions, Public Company..., Corporate Communications, Corporate Governance, Insurance
Education
The University of British Columbia 1988 — 1992
BA, English, Psychology
David Galison's Canaccord Genuity Inc. Experience December 2014 - Present
Job Vice President, Research Pipelines, Power and Utilities at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. December 2014 - Present
CIBC World Markets May 2013 - December 2014
CIBC World Markets July 2008 - May 2013
Porter Group, LLC July 2000 - September 2007
Behr GmbH & Co. KG September 1998 - July 2000
GNB Technologies June 1997 - September 1998
Tifco Gage & Gear May 1996 - May 1997
Skills
Manufacturing, Automotive, Investment Banking, Equity Research, Capital Markets, Equities, Financial Modeling, Valuation, Bloomberg, Aerospace, Financial Analysis, Financial Markets, Equity Valuation, DCF, Cross-functional Team..., Securities, Business Strategy, Mergers & Acquisitions, Derivatives, Corporate Finance
Education
University of Michigan 2001 — 2005
MBA, Finance
Michigan Technological University 1992 — 1996
BSME, Mechanical Engineering
Northwestern Michigan College 1989 — 1992
Transfer Student, Accounting - Pre-Engineering
Canaccord Genuity Inc. December 2014 - Present
CIBC World Markets May 2013 - December 2014
CIBC World Markets July 2008 - May 2013
Porter Group, LLC July 2000 - September 2007
Behr GmbH & Co. KG September 1998 - July 2000
GNB Technologies June 1997 - September 1998
Tifco Gage & Gear May 1996 - May 1997
Skills
Manufacturing, Automotive, Investment Banking, Equity Research, Capital Markets, Equities, Financial Modeling, Valuation, Bloomberg, Aerospace, Financial Analysis, Financial Markets, Equity Valuation, DCF, Cross-functional Team..., Securities, Business Strategy, Mergers & Acquisitions, Derivatives, Corporate Finance
Education
University of Michigan 2001 — 2005
MBA, Finance
Michigan Technological University 1992 — 1996
BSME, Mechanical Engineering
Northwestern Michigan College 1989 — 1992
Transfer Student, Accounting - Pre-Engineering
Christopher LoCicero's Canaccord Genuity Inc. Experience September 2008 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
Imperial Capital, LLC June 2014 - Present
Canaccord Genuity Inc. September 2008 - June 2014
Oppenheimer & Co. December 1999 - January 2008
Cantor Fitzgerald September 1998 - December 1999
Skills
Series 24, Equity Trading, Series 7, Trading, Series 63, Fixed Income, Options, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 1999
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
B.S., Finance
Imperial Capital, LLC June 2014 - Present
Canaccord Genuity Inc. September 2008 - June 2014
Oppenheimer & Co. December 1999 - January 2008
Cantor Fitzgerald September 1998 - December 1999
Skills
Series 24, Equity Trading, Series 7, Trading, Series 63, Fixed Income, Options, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 1999
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
B.S., Finance
Mingjie Jeff Zhou's Canaccord Genuity Inc. Experience May 2010 - June 2011
Job Investment Banking Professional
Industry Investment Banking
Experience
Reinvention Capital Advisors Co. 2014 - Present
Cowen and Company September 2011 - 2012
Canaccord Genuity Inc. May 2010 - June 2011
Strategic Value Partners June 2008 - September 2008
Skills
Investment Analysis, Social Networking, Presentation, Equity Research, Financial Modeling, Bloomberg, Corporate Finance, Investments, Private Equity, Asset Management, Due Diligence, Investment Banking, Equities, Capital Markets, Market Research, Excel, Mandarin, Business Valuation, Derivatives, Strategic Planning, Business Analysis, Economics, Valuation, Hedge Funds, Analytics, Entrepreneurship, Microsoft Excel
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance
Macalester College 2002 — 2006
BA, Economics and Mathematics
Reinvention Capital Advisors Co. 2014 - Present
Cowen and Company September 2011 - 2012
Canaccord Genuity Inc. May 2010 - June 2011
Strategic Value Partners June 2008 - September 2008
Skills
Investment Analysis, Social Networking, Presentation, Equity Research, Financial Modeling, Bloomberg, Corporate Finance, Investments, Private Equity, Asset Management, Due Diligence, Investment Banking, Equities, Capital Markets, Market Research, Excel, Mandarin, Business Valuation, Derivatives, Strategic Planning, Business Analysis, Economics, Valuation, Hedge Funds, Analytics, Entrepreneurship, Microsoft Excel
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance
Macalester College 2002 — 2006
BA, Economics and Mathematics
Anthony Hu, CFA's Canaccord Genuity Inc. Experience October 2009 - May 2011
Job Research Associate at FirstEnergy Capital Corp.
Industry Investment Banking
Experience
FirstEnergy Capital Corp. September 2013 - Present
National Bank Financial February 2013 - July 2013
Dundee Capital Markets June 2011 - July 2012
Canaccord Genuity Inc. October 2009 - May 2011
Canaccord Adams May 2008 - August 2008
Canaccord Capital May 2007 - August 2007
Discovery Capital May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Investments, Equity Research, Capital Markets, Equities
Education
CFA Institute 2014 — 2014
CFA Charterholder
The University of British Columbia 2005 — 2009
BCom Honours
Canadian Securities Institute 2007 — 2007
Canadian Securities Course
FirstEnergy Capital Corp. September 2013 - Present
National Bank Financial February 2013 - July 2013
Dundee Capital Markets June 2011 - July 2012
Canaccord Genuity Inc. October 2009 - May 2011
Canaccord Adams May 2008 - August 2008
Canaccord Capital May 2007 - August 2007
Discovery Capital May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Investments, Equity Research, Capital Markets, Equities
Education
CFA Institute 2014 — 2014
CFA Charterholder
The University of British Columbia 2005 — 2009
BCom Honours
Canadian Securities Institute 2007 — 2007
Canadian Securities Course
Nick Rockwell's Canaccord Genuity Inc. Experience January 2012 - November 2013
Job Senior Partnerships Manager at Funding Circle US
Industry Financial Services
Experience
Funding Circle US August 2015 - Present
Funding Circle US December 2013 - August 2015
Canaccord Genuity Inc. January 2012 - November 2013
Canaccord Genuity Inc. August 2009 - December 2011
Canaccord Genuity Inc. September 2008 - August 2009
Lehman Brothers May 2007 - July 2007
LaBranche & Co. May 2006 - July 2006
Skills
Small Business Lending, Sales Management, Business Loans, Online Marketplace, Finance, Capital Markets, Investments, Business Strategy, FinTech, Business Development, Sales, Hedge Funds, Salesforce.com, Brokers, Business Brokerage, Equities, Small Business, Mutual Funds, Series 7, Series 63, Alumni Relations, Cash Flow Lending, Commercial Lending, Financial Analysis, Management
Education
Hamilton College 2004 — 2008
B.A., Economics, English Literature
The Hotchkiss School 2000 — 2004
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
The London School of Economics and Political Science (LSE) 2006 — 2006
Funding Circle US August 2015 - Present
Funding Circle US December 2013 - August 2015
Canaccord Genuity Inc. January 2012 - November 2013
Canaccord Genuity Inc. August 2009 - December 2011
Canaccord Genuity Inc. September 2008 - August 2009
Lehman Brothers May 2007 - July 2007
LaBranche & Co. May 2006 - July 2006
Skills
Small Business Lending, Sales Management, Business Loans, Online Marketplace, Finance, Capital Markets, Investments, Business Strategy, FinTech, Business Development, Sales, Hedge Funds, Salesforce.com, Brokers, Business Brokerage, Equities, Small Business, Mutual Funds, Series 7, Series 63, Alumni Relations, Cash Flow Lending, Commercial Lending, Financial Analysis, Management
Education
Hamilton College 2004 — 2008
B.A., Economics, English Literature
The Hotchkiss School 2000 — 2004
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
The London School of Economics and Political Science (LSE) 2006 — 2006
Brad Delaney's Canaccord Genuity Inc. Experience September 2012 - Present
Job Vice President, Electronic Trading at Canaccord Genuity Inc.
Industry Information Technology and Services
Experience
Canaccord Genuity Inc. September 2012 - Present
Canaccord Genuity December 2008 - September 2012
Canaccord Capital December 2007 - December 2008
Canaccord Capital October 2005 - December 2007
GMP Securities September 2000 - April 2005
OTG 2005 - 2005
Skills
Electronic Trading, Trading Systems, Equities, Trading, Direct Market Access, Traders, Securities, Equity Trading, Capital Markets, Fixed Income, Options, Equity Derivatives, Market Data, Financial Markets, Derivatives, Hedge Funds
Education
Sheridan College 1999 — 2000
ITIS, Information Technology
Humber College 1998 — 1999
Civil Engineering, Environmental
Loyola Catholic Secondary School 1994 — 1998
Canaccord Genuity Inc. September 2012 - Present
Canaccord Genuity December 2008 - September 2012
Canaccord Capital December 2007 - December 2008
Canaccord Capital October 2005 - December 2007
GMP Securities September 2000 - April 2005
OTG 2005 - 2005
Skills
Electronic Trading, Trading Systems, Equities, Trading, Direct Market Access, Traders, Securities, Equity Trading, Capital Markets, Fixed Income, Options, Equity Derivatives, Market Data, Financial Markets, Derivatives, Hedge Funds
Education
Sheridan College 1999 — 2000
ITIS, Information Technology
Humber College 1998 — 1999
Civil Engineering, Environmental
Loyola Catholic Secondary School 1994 — 1998
Paula Ho's Canaccord Genuity Inc. Experience September 2014 - Present
Job Business System Analyst at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. September 2014 - Present
Canaccord Financial June 2011 - September 2014
Sun Life Financial October 2009 - June 2011
Sun Life Financial February 2008 - October 2009
TD Canada Trust April 2006 - October 2007
Skills
Mutual Funds, Wealth Management, End User Training, Banking, Application Support, Investments, Retirement Planning, Office Administration, Financial Analysis, Asset Allocation, SharePoint, Technical Support, Requirements Gathering, Business Analysis
Education
The University of British Columbia 2003 — 2006
Bachelor of Commerce Honours, Finance
Canaccord Genuity Inc. September 2014 - Present
Canaccord Financial June 2011 - September 2014
Sun Life Financial October 2009 - June 2011
Sun Life Financial February 2008 - October 2009
TD Canada Trust April 2006 - October 2007
Skills
Mutual Funds, Wealth Management, End User Training, Banking, Application Support, Investments, Retirement Planning, Office Administration, Financial Analysis, Asset Allocation, SharePoint, Technical Support, Requirements Gathering, Business Analysis
Education
The University of British Columbia 2003 — 2006
Bachelor of Commerce Honours, Finance
Stephen Anderson, CA MBA's Canaccord Genuity Inc. Experience April 2000 - October 2001
Job Vice President, Equity Derivatives and Collateral Management at HOOPP
Industry Investment Management
Experience
HOOPP (Healthcare of Ontario Pension Plan) September 2015 - Present
Healthcare of Ontario Pension Plan (HOOPP) March 2006 - September 2015
Scotia Capital 2001 - 2006
Canaccord Genuity Inc. April 2000 - October 2001
ABN AMRO Bank N.V. 1996 - 2000
Cantor Fitzgerald 1995 - 1996
Ernst & Young 1992 - 1995
Skills
Fixed Income, Derivatives, Portfolio Management, Pensions, Funding, Equities, Investments, Asset Management, Financial Markets, Equity Derivatives
Education
University of Toronto - Rotman School of Management 1991 — 1993
MBA, CA
Huron University College 1987 — 1991
The University of Western Ontario 1987 — 1991
ACS
HOOPP (Healthcare of Ontario Pension Plan) September 2015 - Present
Healthcare of Ontario Pension Plan (HOOPP) March 2006 - September 2015
Scotia Capital 2001 - 2006
Canaccord Genuity Inc. April 2000 - October 2001
ABN AMRO Bank N.V. 1996 - 2000
Cantor Fitzgerald 1995 - 1996
Ernst & Young 1992 - 1995
Skills
Fixed Income, Derivatives, Portfolio Management, Pensions, Funding, Equities, Investments, Asset Management, Financial Markets, Equity Derivatives
Education
University of Toronto - Rotman School of Management 1991 — 1993
MBA, CA
Huron University College 1987 — 1991
The University of Western Ontario 1987 — 1991
ACS
Reginald Fernandez's Canaccord Genuity Inc. Experience January 2014 - Present
Job Capital Markets Professional
Industry Capital Markets
Experience
Canaccord Genuity Inc. January 2014 - Present
KGS-Alpha Capital Markets, L.P. December 2010 - December 2013
Mashreqbank 2008 - 2009
Deutsche Bank 2007 - 2008
UBS Investment Bank 1996 - 2007
Education
New York University - Leonard N. Stern School of Business
Finance
The College of Wooster
Economics & Mathematics
Canaccord Genuity Inc. January 2014 - Present
KGS-Alpha Capital Markets, L.P. December 2010 - December 2013
Mashreqbank 2008 - 2009
Deutsche Bank 2007 - 2008
UBS Investment Bank 1996 - 2007
Education
New York University - Leonard N. Stern School of Business
Finance
The College of Wooster
Economics & Mathematics
Alexander Gart's Canaccord Genuity Inc. Experience June 2009 - October 2011
Job Senior Associate at Willis Stein & Partners
Industry Venture Capital & Private Equity
Experience
Willis Stein & Partners August 2015 - Present
Morgan Stanley June 2014 - September 2014
Powderhorn Ski Resort October 2011 - August 2013
Canaccord Genuity Inc. June 2009 - October 2011
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Financial Modeling, Valuation, Accounting, Investment Banking, Operations Management, Capital Markets, Equity Research, Finance, Due Diligence, Strategy, Private Equity
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2005 — 2009
Bachelor of Arts (BA), Neuroscience
Willis Stein & Partners August 2015 - Present
Morgan Stanley June 2014 - September 2014
Powderhorn Ski Resort October 2011 - August 2013
Canaccord Genuity Inc. June 2009 - October 2011
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Financial Modeling, Valuation, Accounting, Investment Banking, Operations Management, Capital Markets, Equity Research, Finance, Due Diligence, Strategy, Private Equity
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2005 — 2009
Bachelor of Arts (BA), Neuroscience
Michael Vittitoe's Canaccord Genuity Inc. Experience August 2012 - Present
Job Managing Director, Institutional Equity Sales
Industry Financial Services
Experience
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
Mark Morell's Canaccord Genuity Inc. Experience January 2012 - Present
Job Managing Director at Mizuho Securities Co., Ltd.
Industry Financial Services
Experience
Mizuho Securities Co., Ltd. July 2015 - Present
Canaccord Genuity Inc. January 2012 - Present
Collins Stewart Wealth Management March 2009 - January 2012
Merrill Lynch March 1994 - March 2009
Skills
Equities, Hedge Funds, Investment Banking, Investments, Fixed Income, Asset Managment, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Equity Research, Valuation
Education
University of South Florida 1977 — 1979
Bachelor of Applied Science (B.A.Sc.)
Norwich University 1975 — 1977
Bachelor of Science (BS)
Mizuho Securities Co., Ltd. July 2015 - Present
Canaccord Genuity Inc. January 2012 - Present
Collins Stewart Wealth Management March 2009 - January 2012
Merrill Lynch March 1994 - March 2009
Skills
Equities, Hedge Funds, Investment Banking, Investments, Fixed Income, Asset Managment, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Equity Research, Valuation
Education
University of South Florida 1977 — 1979
Bachelor of Applied Science (B.A.Sc.)
Norwich University 1975 — 1977
Bachelor of Science (BS)
Barry Dennis, CFA's Canaccord Genuity Inc. Experience August 2013 - February 2015
Job President
Industry Financial Services
Experience
Strategos Capital Management April 2015 - Present
Canaccord Genuity Inc. August 2013 - February 2015
Sterne Agee January 2011 - April 2012
Chapdelaine & Co. May 2009 - April 2011
Merrill Lynch June 2000 - May 2009
TD Securities July 1997 - July 2000
Nesbitt Burns 1993 - 1997
Skills
ABS, CDO, Fixed Income, Structured Products, Capital Markets, Derivatives, Credit Derivatives, Bonds, Hedge Funds, Securities, High Yield, Securitization, MBS, Alternative Investments, Trading, Bloomberg, Asset Managment, Structured Finance, Equities, Investments
Education
CFA Institute 1991 — 1994
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA
The University of British Columbia 1983 — 1988
bcomm, Finance
Strategos Capital Management April 2015 - Present
Canaccord Genuity Inc. August 2013 - February 2015
Sterne Agee January 2011 - April 2012
Chapdelaine & Co. May 2009 - April 2011
Merrill Lynch June 2000 - May 2009
TD Securities July 1997 - July 2000
Nesbitt Burns 1993 - 1997
Skills
ABS, CDO, Fixed Income, Structured Products, Capital Markets, Derivatives, Credit Derivatives, Bonds, Hedge Funds, Securities, High Yield, Securitization, MBS, Alternative Investments, Trading, Bloomberg, Asset Managment, Structured Finance, Equities, Investments
Education
CFA Institute 1991 — 1994
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA
The University of British Columbia 1983 — 1988
bcomm, Finance
Eugene Rozelman's Canaccord Genuity Inc. Experience 2010 - Present
Job Managing Director at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2010 - Present
HSBC 2006 - 2009
Wells Fargo 2004 - 2006
Natixis 2002 - 2004
Robertson Stephens 2001 - 2002
Skills
Valuation, Hedge Funds, Capital Raising, Financial Modeling, DCF, Due Diligence, Mergers, Investment Banking, Mergers & Acquisitions, Financial Structuring, Finance, IPO, Capital Markets, Private Equity
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance & Accounting
New York University 1993 — 1997
BA, Biology
Stuyvesant High School 1989 — 1993
Canaccord Genuity Inc. 2010 - Present
HSBC 2006 - 2009
Wells Fargo 2004 - 2006
Natixis 2002 - 2004
Robertson Stephens 2001 - 2002
Skills
Valuation, Hedge Funds, Capital Raising, Financial Modeling, DCF, Due Diligence, Mergers, Investment Banking, Mergers & Acquisitions, Financial Structuring, Finance, IPO, Capital Markets, Private Equity
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance & Accounting
New York University 1993 — 1997
BA, Biology
Stuyvesant High School 1989 — 1993
Nancy Vo's Canaccord Genuity Inc. Experience March 2012 - May 2013
Job Facility Planning Consultant at RPG Partnership
Industry Architecture & Planning
Experience
Resource Planning Group Inc. February 2014 - Present
Canaccord Genuity Inc. March 2012 - May 2013
P4D March 1997 - 2013
Skills
Space planning, Comprehensive Planning, Project Planning, Submittals, Green Building, Facilities Planning, Master Planning, AutoCAD Architecture, LEED, Sustainable Design, Decision Support, Documentations, Microsoft Excel, Facilities Management, Budgets, Design Research, Strategic Planning, Architecture, Space Planning
Education
The University of British Columbia 1992 — 1997
BArch, Architecture
University of Calgary 1987 — 1992
BFA, Art w/ Chemistry Minor
Resource Planning Group Inc. February 2014 - Present
Canaccord Genuity Inc. March 2012 - May 2013
P4D March 1997 - 2013
Skills
Space planning, Comprehensive Planning, Project Planning, Submittals, Green Building, Facilities Planning, Master Planning, AutoCAD Architecture, LEED, Sustainable Design, Decision Support, Documentations, Microsoft Excel, Facilities Management, Budgets, Design Research, Strategic Planning, Architecture, Space Planning
Education
The University of British Columbia 1992 — 1997
BArch, Architecture
University of Calgary 1987 — 1992
BFA, Art w/ Chemistry Minor
Whitney Ijem's Canaccord Genuity Inc. Experience May 2012 - April 2013
Job Biotech Equity Research Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
Canaccord Genuity Inc. May 2012 - April 2013
J.P. Morgan December 2011 - May 2012
New York University September 2009 - December 2011
Arcoda Capital Management June 2011 - November 2011
Noesis, LLC April 2010 - October 2010
Washington University School of Medicine August 2007 - May 2009
University of Nebraska Medical Center May 2008 - August 2008
University of Nebraska Medical Center June 2007 - August 2007
Education
New York University 2009 — 2011
M.S.
Washington University in St. Louis 2005 — 2009
B.S.
J.P. Morgan April 2013 - Present
Canaccord Genuity Inc. May 2012 - April 2013
J.P. Morgan December 2011 - May 2012
New York University September 2009 - December 2011
Arcoda Capital Management June 2011 - November 2011
Noesis, LLC April 2010 - October 2010
Washington University School of Medicine August 2007 - May 2009
University of Nebraska Medical Center May 2008 - August 2008
University of Nebraska Medical Center June 2007 - August 2007
Education
New York University 2009 — 2011
M.S.
Washington University in St. Louis 2005 — 2009
B.S.
Geordie Walker's Canaccord Genuity Inc. Experience 2003 - 2009
Job General Manager, Organic Resource Management at Walker Industries Holdings Limited
Industry Environmental Services
Experience
Walker Industries Holdings Limited November 2013 - Present
Walker Industries Holdings Limited December 2010 - November 2013
Canaccord Genuity Inc. 2003 - 2009
Mackie Research Capital 2002 - 2003
Bear Stearns & Company 2000 - 2002
Tri-Media Integrated Marketing Technologies, Inc. 1995 - 1998
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Queen's University 1990 — 1994
BAH, Economics
Walker Industries Holdings Limited November 2013 - Present
Walker Industries Holdings Limited December 2010 - November 2013
Canaccord Genuity Inc. 2003 - 2009
Mackie Research Capital 2002 - 2003
Bear Stearns & Company 2000 - 2002
Tri-Media Integrated Marketing Technologies, Inc. 1995 - 1998
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Queen's University 1990 — 1994
BAH, Economics
Dann Cushing's Canaccord Genuity Inc. Experience 2009 - 2011
Job President & CEO Liquidity Source Inc
Industry Financial Services
Experience
Liquidity Source Inc 2011 - Present
Canaccord Genuity Inc. 2009 - 2011
UBS Securities Canada 2004 - 2008
Goldman Sachs 2003 - 2004
Goldman Sachs 2000 - 2003
Education
Ivey Business School at Western University 1996 — 2000
HBA, with distinction
Chartered Financial Analyst Institute 2000 — 2003
CFA Charterholder
Canadian Securities Institute (CSI)
US Financial Industry Regulatory Authority (FINRA)
Liquidity Source Inc 2011 - Present
Canaccord Genuity Inc. 2009 - 2011
UBS Securities Canada 2004 - 2008
Goldman Sachs 2003 - 2004
Goldman Sachs 2000 - 2003
Education
Ivey Business School at Western University 1996 — 2000
HBA, with distinction
Chartered Financial Analyst Institute 2000 — 2003
CFA Charterholder
Canadian Securities Institute (CSI)
US Financial Industry Regulatory Authority (FINRA)
Jason Smith, CFA's Canaccord Genuity Inc. Experience November 2011 - January 2015
Job Vice President, Consumer Research Analyst at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald March 2015 - Present
Canaccord Genuity Inc. November 2011 - January 2015
Cowen and Company April 2011 - October 2011
Value Line March 2004 - April 2011
Value Line 2001 - 2003
Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Financial Analysis, Portfolio Management, Securities, Retail, Bloomberg, Series 7, Competitive Analysis, Equity Research, Corporate Finance, Hedge Funds, Fixed Income, Microsoft Word, Equity Valuation, Investment Banking, Investments, Economics, Capital Markets, Microsoft Office, Series 63
Education
Hofstra University 1995 — 1999
Bachelor, History, Electronic Journalism
Cantor Fitzgerald March 2015 - Present
Canaccord Genuity Inc. November 2011 - January 2015
Cowen and Company April 2011 - October 2011
Value Line March 2004 - April 2011
Value Line 2001 - 2003
Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Financial Analysis, Portfolio Management, Securities, Retail, Bloomberg, Series 7, Competitive Analysis, Equity Research, Corporate Finance, Hedge Funds, Fixed Income, Microsoft Word, Equity Valuation, Investment Banking, Investments, Economics, Capital Markets, Microsoft Office, Series 63
Education
Hofstra University 1995 — 1999
Bachelor, History, Electronic Journalism
Lisa Conway's Canaccord Genuity Inc. Experience September 2009 - August 2011
Job Vice President at PJT Partners (formerly Blackstone Advisory Partners)
Industry Capital Markets
Experience
PJT Partners (formerly Blackstone Advisory Partners) October 2015 - Present
The Blackstone Group August 2013 - October 2015
Jefferies & Company July 2012 - July 2013
Jefferies & Company September 2011 - July 2012
Canaccord Genuity Inc. September 2009 - August 2011
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Equities, Financial Advisory, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Investment Banking, Investments, Finance, Bloomberg
Education
The Hong Kong University of Science and Technology 2009 — 2009
Exchange
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
HBA
Neuchatel Junior College 2004 — 2005
Forest Hill Collegiate Institute 2001 — 2005
PJT Partners (formerly Blackstone Advisory Partners) October 2015 - Present
The Blackstone Group August 2013 - October 2015
Jefferies & Company July 2012 - July 2013
Jefferies & Company September 2011 - July 2012
Canaccord Genuity Inc. September 2009 - August 2011
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Equities, Financial Advisory, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Investment Banking, Investments, Finance, Bloomberg
Education
The Hong Kong University of Science and Technology 2009 — 2009
Exchange
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
HBA
Neuchatel Junior College 2004 — 2005
Forest Hill Collegiate Institute 2001 — 2005
Danko Causevic's Canaccord Genuity Inc. Experience October 2014 - Present
Job Network Engineer at Canaccord Genuity Inc.
Industry Information Technology and Services
Experience
Canaccord Genuity Inc. October 2014 - Present
Lanworks Inc. February 2014 - September 2014
SunGard Availability Services October 2010 - February 2014
Ontario Real Estate Association February 2010 - October 2010
SunGard Availability Services October 2006 - January 2010
Skills
Data Center, VMware, Disaster Recovery, Managed Services, Cisco Technologies, Virtualization, Windows Server, Servers, Active Directory, Troubleshooting, Cloud Computing, Switches, WAN, Business Continuity, DNS, TCP/IP, Microsoft Exchange, VMware ESX, Routers, Network Security, Firewalls, CCNA, Networking
Education
Sheridan College 2004 — 2007
3 years Advaced Diploma, Telecommunications
Canaccord Genuity Inc. October 2014 - Present
Lanworks Inc. February 2014 - September 2014
SunGard Availability Services October 2010 - February 2014
Ontario Real Estate Association February 2010 - October 2010
SunGard Availability Services October 2006 - January 2010
Skills
Data Center, VMware, Disaster Recovery, Managed Services, Cisco Technologies, Virtualization, Windows Server, Servers, Active Directory, Troubleshooting, Cloud Computing, Switches, WAN, Business Continuity, DNS, TCP/IP, Microsoft Exchange, VMware ESX, Routers, Network Security, Firewalls, CCNA, Networking
Education
Sheridan College 2004 — 2007
3 years Advaced Diploma, Telecommunications
Christian Gibson's Canaccord Genuity Inc. Experience July 2006 - December 2013
Job
Industry
Experience
GMP Securities December 2013 - Present
Canaccord Genuity Inc. July 2006 - December 2013
Education
The University of Texas at Austin 1990 — 1994
Bachelor's Degree, Economics
GMP Securities December 2013 - Present
Canaccord Genuity Inc. July 2006 - December 2013
Education
The University of Texas at Austin 1990 — 1994
Bachelor's Degree, Economics
Alex Loureiro's Canaccord Genuity Inc. Experience April 2013 - April 2014
Job Trading and Operations at New Science Capital Management
Industry Financial Services
Experience
Canaccord Genuity Inc. April 2013 - April 2014
Dahlman Rose & Co. 2010 - March 2013
Raven Securities Corp. 2009 - 2010
RBC 2005 - 2009
Tradition 2003 - 2004
Credit Lyonnais Securities 2001 - 2003
Prudential Securities 1996 - 2001
Bear Stearns 1993 - 1996
Skills
Trading, Securities, Hedge Funds, Electronic Trading, Capital Markets, Series 63, Options, Market Making, Series 7, Fixed Income, Bloomberg, Mutual Funds, Equities, Investments, Equity Trading, Alternative Investments
Education
Penn State University 1989 — 1993
B.S., Economics
Canaccord Genuity Inc. April 2013 - April 2014
Dahlman Rose & Co. 2010 - March 2013
Raven Securities Corp. 2009 - 2010
RBC 2005 - 2009
Tradition 2003 - 2004
Credit Lyonnais Securities 2001 - 2003
Prudential Securities 1996 - 2001
Bear Stearns 1993 - 1996
Skills
Trading, Securities, Hedge Funds, Electronic Trading, Capital Markets, Series 63, Options, Market Making, Series 7, Fixed Income, Bloomberg, Mutual Funds, Equities, Investments, Equity Trading, Alternative Investments
Education
Penn State University 1989 — 1993
B.S., Economics
Emily Chowne's Canaccord Genuity Inc. Experience February 2005 - March 2007
Job HR Generalist
Industry Import and Export
Experience
Finning International April 2007 - February 2012
Canaccord Genuity Inc. February 2005 - March 2007
Allegis Group May 2004 - February 2005
Kison Inc. December 2001 - May 2004
Skills
Employee Relations, Performance Management, Negotiation, Team Building, Recruitment/Retention, Employee Engagement, Compensation
Education
Queen's University 1997 — 2001
Bachelor of Commerce (Honours), Human Resources & Industrial Relations
Finning International April 2007 - February 2012
Canaccord Genuity Inc. February 2005 - March 2007
Allegis Group May 2004 - February 2005
Kison Inc. December 2001 - May 2004
Skills
Employee Relations, Performance Management, Negotiation, Team Building, Recruitment/Retention, Employee Engagement, Compensation
Education
Queen's University 1997 — 2001
Bachelor of Commerce (Honours), Human Resources & Industrial Relations
Steven Priestley's Canaccord Genuity Inc. Experience August 2012 - May 2014
Job Institutional Equity Research Sales
Industry Financial Services
Experience
Canaccord Genuity Group Inc. May 2014 - Present
Canaccord Genuity Inc. August 2012 - May 2014
Canaccord Genuity Inc. August 2011 - August 2012
Dormitory Authority State of NY June 2010 - September 2010
Dormitory Authority State of NY June 2010 - September 2010
Skills
Series 7, Series 63, Bloomberg, Equities, Financial Analysis, Equity Research, Bloomberg Terminal, Investments, Hedge Funds, Trading, Capital Markets, Alternative Investments, Securities, Valuation, Investment Banking
Education
Siena College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Uniondale
Canaccord Genuity Group Inc. May 2014 - Present
Canaccord Genuity Inc. August 2012 - May 2014
Canaccord Genuity Inc. August 2011 - August 2012
Dormitory Authority State of NY June 2010 - September 2010
Dormitory Authority State of NY June 2010 - September 2010
Skills
Series 7, Series 63, Bloomberg, Equities, Financial Analysis, Equity Research, Bloomberg Terminal, Investments, Hedge Funds, Trading, Capital Markets, Alternative Investments, Securities, Valuation, Investment Banking
Education
Siena College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Uniondale
Dan Fearon's Canaccord Genuity Inc. Experience March 2008 - March 2012
Job Director at T3 Capital
Industry Investment Banking
Experience
T3 Capital June 2012 - Present
Canaccord Genuity Inc. March 2008 - March 2012
Dundee Securities May 2003 - July 2007
Dundee 2003 - 2007
Bear Stearns International July 2000 - November 2001
Northern Trust Corporation 1996 - 1998
Skills
Financial Modeling, Equity Trading, Trading Strategies, Trading, Financial Markets, Equity Research, Capital Markets, Fixed Income, Equities, Investments, Equity Valuation, Asset Managment, Technical Analysis, Portfolio Management, Mutual Funds, Derivatives, Financial Analysis, Investment Strategies, Wealth Management, Proprietary Trading, Due Diligence, Financial Structuring, Securities, ETFs, Trading Systems, Hedge Funds, Investment Banking, Bloomberg, Valuation, Private Equity, Corporate Finance, Equity Derivatives, Emerging Markets, Electronic Trading, Investment Advisory, Alternative Investments, Options, Commodity, Investment Management, FX Options, IPO, Venture Capital, Structured Finance, Financial Advisory, Stocks, Business Strategy, Mergers & Acquisitions
Education
London Business School 1998 — 2000
MBA, Business
University of Toronto 1987 — 1992
B.Comm, Accounting, Economics
T3 Capital June 2012 - Present
Canaccord Genuity Inc. March 2008 - March 2012
Dundee Securities May 2003 - July 2007
Dundee 2003 - 2007
Bear Stearns International July 2000 - November 2001
Northern Trust Corporation 1996 - 1998
Skills
Financial Modeling, Equity Trading, Trading Strategies, Trading, Financial Markets, Equity Research, Capital Markets, Fixed Income, Equities, Investments, Equity Valuation, Asset Managment, Technical Analysis, Portfolio Management, Mutual Funds, Derivatives, Financial Analysis, Investment Strategies, Wealth Management, Proprietary Trading, Due Diligence, Financial Structuring, Securities, ETFs, Trading Systems, Hedge Funds, Investment Banking, Bloomberg, Valuation, Private Equity, Corporate Finance, Equity Derivatives, Emerging Markets, Electronic Trading, Investment Advisory, Alternative Investments, Options, Commodity, Investment Management, FX Options, IPO, Venture Capital, Structured Finance, Financial Advisory, Stocks, Business Strategy, Mergers & Acquisitions
Education
London Business School 1998 — 2000
MBA, Business
University of Toronto 1987 — 1992
B.Comm, Accounting, Economics
Katrina Vulgaris's Canaccord Genuity Inc. Experience 2008 - 2008
Job Executive Assistant
Industry Internet
Experience
Shoebuy.com October 2010 - Present
John Casablancas Modeling and Career Centers September 2005 - October 2010
Canaccord Genuity Inc. 2008 - 2008
Skills
Event Planning, Customer Service, Microsoft Office, Office Management, PowerPoint, Computer Hardware, Microsoft Excel, Human Resources, Corporate Culture, Travel Management, Corporate Real Estate, Facilities Management, Culture Building, Project Management, Executive Calendar..., Discretion, Corporate Events, On-Boarding
Education
New York University
Shoebuy.com October 2010 - Present
John Casablancas Modeling and Career Centers September 2005 - October 2010
Canaccord Genuity Inc. 2008 - 2008
Skills
Event Planning, Customer Service, Microsoft Office, Office Management, PowerPoint, Computer Hardware, Microsoft Excel, Human Resources, Corporate Culture, Travel Management, Corporate Real Estate, Facilities Management, Culture Building, Project Management, Executive Calendar..., Discretion, Corporate Events, On-Boarding
Education
New York University
Dino Antoniadis's Canaccord Genuity Inc. Experience May 2000 - Present
Job Treasury
Industry Financial Services
Experience
Canaccord Genuity Inc. May 2000 - Present
Education
McMaster University 1993 — 1994
MBA, Finance
Canaccord Genuity Inc. May 2000 - Present
Education
McMaster University 1993 — 1994
MBA, Finance
Elizabeth Staltari's Canaccord Genuity Inc. Experience November 2013 - February 2015
Job Equity Research Associate at Dundee Capital Markets
Industry Capital Markets
Experience
Dundee Capital Markets February 2015 - Present
Canaccord Genuity Inc. November 2013 - February 2015
DBRS June 2012 - November 2013
Canaccord Genuity Inc. May 2011 - August 2011
Club Monaco September 2008 - August 2011
BTNX Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Teamwork, Research, Market Research, Equity Research, Data Analysis, Analysis, Finance, Financial Modeling, Economics
Education
Ivey Business School at Western University 2010 — 2012
Schulich School of Business 2008 — 2010
CFA Institute
Passed all three levels of the CFA Program, may be awarded the charter upon completion of the required work experience
Dundee Capital Markets February 2015 - Present
Canaccord Genuity Inc. November 2013 - February 2015
DBRS June 2012 - November 2013
Canaccord Genuity Inc. May 2011 - August 2011
Club Monaco September 2008 - August 2011
BTNX Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Teamwork, Research, Market Research, Equity Research, Data Analysis, Analysis, Finance, Financial Modeling, Economics
Education
Ivey Business School at Western University 2010 — 2012
Schulich School of Business 2008 — 2010
CFA Institute
Passed all three levels of the CFA Program, may be awarded the charter upon completion of the required work experience
Matthew Kahn, CFA's Canaccord Genuity Inc. Experience March 2014 - Present
Job Vice President at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. March 2014 - Present
ACQ Capital March 2013 - December 2013
Wunderlich Securities September 2012 - February 2013
TimesSquare Capital Management December 2006 - February 2011
Sidoti & Company, LLC June 2006 - December 2006
Sidoti & Company, LLC June 2005 - June 2006
Skills
Valuation, Financial Modeling, Equities, Bloomberg, Investments, Equity Valuation, Asset Management, Equity Research, Securities, Analysis, Accounting, Capital Markets, Hedge Funds, Chartered Financial...
Education
Villanova University 2001 — 2005
Dual Bachelor's, Finance; Accountancy
The London School of Economics and Political Science (LSE) 2003 — 2003
Regis High School
Canaccord Genuity Inc. March 2014 - Present
ACQ Capital March 2013 - December 2013
Wunderlich Securities September 2012 - February 2013
TimesSquare Capital Management December 2006 - February 2011
Sidoti & Company, LLC June 2006 - December 2006
Sidoti & Company, LLC June 2005 - June 2006
Skills
Valuation, Financial Modeling, Equities, Bloomberg, Investments, Equity Valuation, Asset Management, Equity Research, Securities, Analysis, Accounting, Capital Markets, Hedge Funds, Chartered Financial...
Education
Villanova University 2001 — 2005
Dual Bachelor's, Finance; Accountancy
The London School of Economics and Political Science (LSE) 2003 — 2003
Regis High School
Richard Wyman's Canaccord Genuity Inc. Experience March 2004 - September 2010
Job President, Northern Cross (Yukon) Ltd.
Industry Oil & Energy
Experience
Northern Cross (Yukon) Ltd. October 2010 - Present
Canaccord Genuity Inc. March 2004 - September 2010
Northern Cross (Yukon) Ltd. March 1995 - February 2004
Education
International Management Institute, University of Geneva 1984 — 1985
MBA
Queen's University 1974 — 1978
B. Sc (Hons), Chemical Engineering
Northern Cross (Yukon) Ltd. October 2010 - Present
Canaccord Genuity Inc. March 2004 - September 2010
Northern Cross (Yukon) Ltd. March 1995 - February 2004
Education
International Management Institute, University of Geneva 1984 — 1985
MBA
Queen's University 1974 — 1978
B. Sc (Hons), Chemical Engineering
Neil Johnson's Canaccord Genuity Inc. Experience January 2010 - May 2012
Job Founder and Chief Executive Officer at Duke Royalty Limited
Industry Financial Services
Experience
Duke Royalty Limited June 2015 - Present
Difference Capital Financial Inc. September 2012 - August 2014
Canaccord Genuity Inc. January 2010 - May 2012
Canaccord Genuity Inc. 1999 - January 2010
Canaccord Genuity Inc. 1993 - 1999
Skills
Venture Capital, Capital Markets, Investment Banking, Investments, IPO, Private Equity, Corporate Finance, Equities, Mergers & Acquisitions, Entrepreneurship, Valuation, Corporate Development, Finance, Financial Services, International Finance
Education
CFA Institute 1995 — 1997
CFA
The University of Western Ontario - Richard Ivey School of Business 1990 — 1992
HBA
The University of Western Ontario 1987 — 1990
BA
St. George's School, Vancouver, Canada 1981 — 1987
Duke Royalty Limited June 2015 - Present
Difference Capital Financial Inc. September 2012 - August 2014
Canaccord Genuity Inc. January 2010 - May 2012
Canaccord Genuity Inc. 1999 - January 2010
Canaccord Genuity Inc. 1993 - 1999
Skills
Venture Capital, Capital Markets, Investment Banking, Investments, IPO, Private Equity, Corporate Finance, Equities, Mergers & Acquisitions, Entrepreneurship, Valuation, Corporate Development, Finance, Financial Services, International Finance
Education
CFA Institute 1995 — 1997
CFA
The University of Western Ontario - Richard Ivey School of Business 1990 — 1992
HBA
The University of Western Ontario 1987 — 1990
BA
St. George's School, Vancouver, Canada 1981 — 1987
Brian Snyder's Canaccord Genuity Inc. Experience July 2008 - March 2010
Job Managing Director at North Capital Private Securities
Industry Financial Services
Experience
North Capital Private Securities September 2014 - Present
Equiteer January 2013 - Present
Canaccord Genuity Inc. July 2008 - March 2010
Bear Stearns May 2002 - June 2008
ABN AMRO Bank N.V. 2001 - 2002
ING Barings 1997 - 2001
Furman Selz 1993 - 1997
Kidder Peabody 1992 - 1993
Furman Selz 1991 - 1992
Education
Lehigh University 1987 — 1990
BA, International Relations
North Capital Private Securities September 2014 - Present
Equiteer January 2013 - Present
Canaccord Genuity Inc. July 2008 - March 2010
Bear Stearns May 2002 - June 2008
ABN AMRO Bank N.V. 2001 - 2002
ING Barings 1997 - 2001
Furman Selz 1993 - 1997
Kidder Peabody 1992 - 1993
Furman Selz 1991 - 1992
Education
Lehigh University 1987 — 1990
BA, International Relations
Brad McDonald's Canaccord Genuity Inc. Experience April 2013 - July 2013
Job Controller, MultiChem at Halliburton
Industry Oil & Energy
Experience
Halliburton July 2015 - Present
Halliburton July 2013 - July 2015
Cougar Investment Fund, LLC August 2012 - August 2013
Canaccord Genuity Inc. April 2013 - July 2013
Salient Partners May 2007 - April 2010
Merrill Lynch Private Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Valuation, Strategic Planning, Investments, Equity Research, Financial Modeling, Portfolio Management, Corporate Finance, Budgets, Management, Microsoft Word, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Cougar Investment Fund, 3.96
Rice University 2002 — 2007
B.A, Economics; Mechanical Engineering
Halliburton July 2015 - Present
Halliburton July 2013 - July 2015
Cougar Investment Fund, LLC August 2012 - August 2013
Canaccord Genuity Inc. April 2013 - July 2013
Salient Partners May 2007 - April 2010
Merrill Lynch Private Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Valuation, Strategic Planning, Investments, Equity Research, Financial Modeling, Portfolio Management, Corporate Finance, Budgets, Management, Microsoft Word, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Cougar Investment Fund, 3.96
Rice University 2002 — 2007
B.A, Economics; Mechanical Engineering
Latoya Sweeney's Canaccord Genuity Inc. Experience Billing SpecialistMDP Inc2001 - 2006
Job Staff Accountant at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. Billing SpecialistMDP Inc2001 - 2006
Education
Boston Latin School
Boston Latin School
Northeastern University
Canaccord Genuity Inc. Billing SpecialistMDP Inc2001 - 2006
Education
Boston Latin School
Boston Latin School
Northeastern University
henry williams's Canaccord Genuity Inc. Experience March 2014 - Present
Job Managing Director Investment Banking at Canaccord Genuity Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. March 2014 - Present
North Sea Partners, LLC August 2012 - February 2014
Nordea Markets July 2011 - June 2012
Nordea Markets November 2010 - June 2011
Oppenheimer & Co. November 1992 - October 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Private Equity, Energy
Education
NYU 1979 — 1984
Master of Business Administration (MBA), Finance, General
Rollins College 1974 — 1978
Bachelor of Arts (B.A.), Economics & Business Adm.
Canaccord Genuity Inc. March 2014 - Present
North Sea Partners, LLC August 2012 - February 2014
Nordea Markets July 2011 - June 2012
Nordea Markets November 2010 - June 2011
Oppenheimer & Co. November 1992 - October 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Private Equity, Energy
Education
NYU 1979 — 1984
Master of Business Administration (MBA), Finance, General
Rollins College 1974 — 1978
Bachelor of Arts (B.A.), Economics & Business Adm.
Paul Eto's Canaccord Genuity Inc. Experience December 2005 - June 2015
Job B. Comm, MBA. Vice President, Investment Advisor, Haywood Securities Inc.
Industry Financial Services
Experience
Haywood Securities Inc. June 2015 - Present
Canaccord Genuity Inc. December 2005 - June 2015
Skills
Capital Markets, Corporate Finance, Equities, Investment Strategies, Investment Banking, Exchange Traded Funds, Employee Stock Option..., Financial Markets, Fixed Income, Flow Through Investments, Insurance Products, Life Insurance, Mutual Funds, New Issues, Private Placements, Equity Research, RRSP's / RRIF's, TFSA's, Technical Analysis
Education
The University of British Columbia
Master of Business Administration (M.B.A.), Finance
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance
Haywood Securities Inc. June 2015 - Present
Canaccord Genuity Inc. December 2005 - June 2015
Skills
Capital Markets, Corporate Finance, Equities, Investment Strategies, Investment Banking, Exchange Traded Funds, Employee Stock Option..., Financial Markets, Fixed Income, Flow Through Investments, Insurance Products, Life Insurance, Mutual Funds, New Issues, Private Placements, Equity Research, RRSP's / RRIF's, TFSA's, Technical Analysis
Education
The University of British Columbia
Master of Business Administration (M.B.A.), Finance
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance
Steven Lee's Canaccord Genuity Inc. Experience September 2014 - Present
Job Equity Research Associate at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. September 2014 - Present
Skills
DCF Valuation, Comparable Analysis, Financial Modeling, Mergers & Acquisitions, Precedent Transactions, Investment Banking, Market Research, Valuation, Equities, Financial Analysis
Education
Ivey Business School at Western University 2012 — 2014
Bachelor of Arts, Honors Business Administration (HBA)
Western University 2009 — 2012
Bachelor's Degree, Bachelor of Management and Organizational Studies, Finance and Administration
Canaccord Genuity Inc. September 2014 - Present
Skills
DCF Valuation, Comparable Analysis, Financial Modeling, Mergers & Acquisitions, Precedent Transactions, Investment Banking, Market Research, Valuation, Equities, Financial Analysis
Education
Ivey Business School at Western University 2012 — 2014
Bachelor of Arts, Honors Business Administration (HBA)
Western University 2009 — 2012
Bachelor's Degree, Bachelor of Management and Organizational Studies, Finance and Administration
Matt Caldwell's Canaccord Genuity Inc. Experience 2002 - 2012
Job Institutional Equity Sales at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets 2013 - Present
Canaccord Genuity Inc. 2002 - 2012
Robertson Stephens July 2000 - 2002
Rehrig Pacific Company 1995 - 1998
US Navy 1988 - 1993
Skills
Capital Markets, Equities, Valuation, Equity Research, Investment Banking, Investments, Hedge Funds, Series 7, Mutual Funds, Series 63, Bloomberg, Equity Valuation, Asset Management
Education
Indiana University Bloomington 1998 — 2000
Master of Business Administration (M.B.A.)
United States Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
BB&T Capital Markets 2013 - Present
Canaccord Genuity Inc. 2002 - 2012
Robertson Stephens July 2000 - 2002
Rehrig Pacific Company 1995 - 1998
US Navy 1988 - 1993
Skills
Capital Markets, Equities, Valuation, Equity Research, Investment Banking, Investments, Hedge Funds, Series 7, Mutual Funds, Series 63, Bloomberg, Equity Valuation, Asset Management
Education
Indiana University Bloomington 1998 — 2000
Master of Business Administration (M.B.A.)
United States Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
Nicole Glaser's Canaccord Genuity Inc. Experience April 2015 - Present
Job Investment Banking Associate at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. April 2015 - Present
Canaccord Genuity Inc. April 2014 - March 2015
Canaccord Genuity Inc. July 2012 - March 2014
Macquarie Group June 2011 - August 2011
Focus Advisory Services June 2010 - August 2010
Skills
Investment Banking, Bloomberg
Education
Middlebury College 2008 — 2012
Economics, Magna Cum Laude
University of New South Wales 2011 — 2011
Westlake High
Canaccord Genuity Inc. April 2015 - Present
Canaccord Genuity Inc. April 2014 - March 2015
Canaccord Genuity Inc. July 2012 - March 2014
Macquarie Group June 2011 - August 2011
Focus Advisory Services June 2010 - August 2010
Skills
Investment Banking, Bloomberg
Education
Middlebury College 2008 — 2012
Economics, Magna Cum Laude
University of New South Wales 2011 — 2011
Westlake High
Oliver Yang's Canaccord Genuity Inc. Experience Summer AssociateMTL CapitalMay 2014 - August 2014
Job Investment Banking Analyst, Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. Summer AssociateMTL CapitalMay 2014 - August 2014
National Bank Financial June 2013 - September 2013
Deloitte Canada January 2013 - May 2013
Education
McGill University 2009 — 2014
Bachelor of Engineering (BEng), Electrical Engineering
Canaccord Genuity Inc. Summer AssociateMTL CapitalMay 2014 - August 2014
National Bank Financial June 2013 - September 2013
Deloitte Canada January 2013 - May 2013
Education
McGill University 2009 — 2014
Bachelor of Engineering (BEng), Electrical Engineering
Adam W. Lyon, CFA's Canaccord Genuity Inc. Experience May 2002 - January 2013
Job Vice President at Northern Trust Corporation
Industry Investment Banking
Experience
Northern Trust Corporation October 2013 - Present
Canaccord Genuity Inc. May 2002 - January 2013
Furman Selz November 1994 - April 2002
Skills
Equities, Investments, Alternative Investments, Investment Banking, PIPEs, Proprietary Trading, Investment Management, Venture Capital, Sales Management
Education
San Francisco State University 1992 — 1994
Master of Business Administration (MBA), Finance, General
UC Berkeley 1986 — 1990
Bachelor of Arts (B.A.), History
Northern Trust Corporation October 2013 - Present
Canaccord Genuity Inc. May 2002 - January 2013
Furman Selz November 1994 - April 2002
Skills
Equities, Investments, Alternative Investments, Investment Banking, PIPEs, Proprietary Trading, Investment Management, Venture Capital, Sales Management
Education
San Francisco State University 1992 — 1994
Master of Business Administration (MBA), Finance, General
UC Berkeley 1986 — 1990
Bachelor of Arts (B.A.), History
Felix Mullen's Canaccord Genuity Inc. Experience
Job Sales Trader at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc.
Skills
Equities, Capital Markets, Bloomberg, Equity Trading, Investment Banking, Trading, Equity Research, Financial Markets, Fixed Income, Hedge Funds, Electronic Trading, Derivatives, Series 7, Trading Systems, Equity Derivatives, Securities, Series 63, Valuation, Investments, Emerging Markets
Education
Siena College 1997 — 2001
Xavier High School
Canaccord Genuity Inc.
Skills
Equities, Capital Markets, Bloomberg, Equity Trading, Investment Banking, Trading, Equity Research, Financial Markets, Fixed Income, Hedge Funds, Electronic Trading, Derivatives, Series 7, Trading Systems, Equity Derivatives, Securities, Series 63, Valuation, Investments, Emerging Markets
Education
Siena College 1997 — 2001
Xavier High School
Lev Muromsky's Canaccord Genuity Inc. Experience 2014 - 2015
Job Technical Support Specialist at Canaccord Genuity
Industry Information Technology and Services
Experience
Canaccord Genuity January 2014 - Present
Canaccord Genuity Inc. 2014 - 2015
Skills
Computer Network..., Computer Hardware, System Administration, Computer Repair, Operating Systems, LAN, DHCP, VoIP, TCP/IP, SMTP, DNS, IPSec, Blackberry OS, iPhone Support, Android
Education
State University of New York Empire State College
Bachelor's degree
Canaccord Genuity January 2014 - Present
Canaccord Genuity Inc. 2014 - 2015
Skills
Computer Network..., Computer Hardware, System Administration, Computer Repair, Operating Systems, LAN, DHCP, VoIP, TCP/IP, SMTP, DNS, IPSec, Blackberry OS, iPhone Support, Android
Education
State University of New York Empire State College
Bachelor's degree
stephen goepel's Canaccord Genuity Inc. Experience September 2006 - February 2008
Job Vice President Sales at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments February 2008 - Present
Canaccord Genuity Inc. September 2006 - February 2008
TD Wealth Management February 1998 - September 2006
Education
The University of British Columbia
IA Clarington Investments February 2008 - Present
Canaccord Genuity Inc. September 2006 - February 2008
TD Wealth Management February 1998 - September 2006
Education
The University of British Columbia
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.