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
Naixin Li Naixin Li's Canaccord Genuity Inc. Experience November 2014 - December 2014
Job
Industry Financial Services
Experience
Canaccord Genuity Inc. November 2014 - December 2014
China Investment Corporation June 2013 - August 2013
PwC June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, M&A analysis, Accounting, Management, Bloomberg, Stata, C++
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Double majors in Financial Actuarial Mathemtics & Business Economics
Canaccord Genuity Inc. November 2014 - December 2014
China Investment Corporation June 2013 - August 2013
PwC June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, M&A analysis, Accounting, Management, Bloomberg, Stata, C++
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Double majors in Financial Actuarial Mathemtics & Business Economics
Matthew Scalo Matthew Scalo's Canaccord Genuity Inc. Experience 2004 - June 2010
Job Sr. Director, Investor Relations at Luminex Corporation
Industry Biotechnology
Experience
Luminex Corporation September 2010 - Present
Canaccord Genuity Inc. 2004 - June 2010
First Albany Capital 2003 - 2004
CIBC World Markets 1999 - 2000
KPMG Peat Marwick 1997 - 1999
Skills
Medical Devices, Diagnostics, Financial Analysis, Financial Modeling, Equity Research, Valuation, Corporate Finance, Capital Markets, Equities, Investment Banking, Corporate Development, Competitive Analysis, Healthcare, Bloomberg, Investor Relations, Hardware Diagnostics
Education
University of Notre Dame - Mendoza College of Business 1994 — 1996
MBA, Finance
University of California, Davis 1990 — 1994
BS, Agricultural Economics and Management
North Springs High School 1986 — 1990
St. Jude's
Luminex Corporation September 2010 - Present
Canaccord Genuity Inc. 2004 - June 2010
First Albany Capital 2003 - 2004
CIBC World Markets 1999 - 2000
KPMG Peat Marwick 1997 - 1999
Skills
Medical Devices, Diagnostics, Financial Analysis, Financial Modeling, Equity Research, Valuation, Corporate Finance, Capital Markets, Equities, Investment Banking, Corporate Development, Competitive Analysis, Healthcare, Bloomberg, Investor Relations, Hardware Diagnostics
Education
University of Notre Dame - Mendoza College of Business 1994 — 1996
MBA, Finance
University of California, Davis 1990 — 1994
BS, Agricultural Economics and Management
North Springs High School 1986 — 1990
St. Jude's
Dennis Miller Dennis Miller's Canaccord Genuity Inc. Experience November 2014 - Present
Job Board Member at Double Eagle
Industry Education Management
Experience
Double Eagle September 2015 - Present
Green Dot Public Schools February 2015 - Present
Canaccord Genuity Inc. November 2014 - Present
Nexstar Broadcasting Group, Inc. January 2014 - Present
RadioOne (ROIA) May 2011 - Present
Life Storage March 2011 - September 2014
EAGLU February 2012 - April 2014
Spark Capital LLC May 2005 - July 2011
Constellation Ventures April 2000 - July 2005
Sony Pictures Entertainment January 1998 - February 2000
Skills
Corporate Development, Mergers, Venture Capital, Start-ups, Private Equity, Strategic Partnerships, Entrepreneurship, Business Strategy, Angel Investing, Financial Modeling, M&A experience, Entertainment, Due Diligence, Venture Financing, New Media, Licensing, Acquisitions, Valuation, Management Consulting, Strategy, Mergers & Acquisitions, Joint Ventures, Television, Executive Management, Investments, Investment Banking, Corporate Finance, IPO, Corporate Governance, Restructuring, Investor Relations, Strategic Consulting, Divestitures, Emerging Markets, Leveraged Finance, Start-up Ventures, Private Placements, Capital, Capital Raising, Turn Around Management, Board of Directors, Growth Capital, Business Modeling, Partnerships, Financial Structuring, Early-stage Startups, Acquisition Integration, CEOs, Monetization
Education
University of California, Berkeley - School of Law 1979 — 1982
juris doctorate, Law
University of California, San Diego 1974 — 1978
Bachelor of Arts, Political Science, Economics, HIstory
Double Eagle September 2015 - Present
Green Dot Public Schools February 2015 - Present
Canaccord Genuity Inc. November 2014 - Present
Nexstar Broadcasting Group, Inc. January 2014 - Present
RadioOne (ROIA) May 2011 - Present
Life Storage March 2011 - September 2014
EAGLU February 2012 - April 2014
Spark Capital LLC May 2005 - July 2011
Constellation Ventures April 2000 - July 2005
Sony Pictures Entertainment January 1998 - February 2000
Skills
Corporate Development, Mergers, Venture Capital, Start-ups, Private Equity, Strategic Partnerships, Entrepreneurship, Business Strategy, Angel Investing, Financial Modeling, M&A experience, Entertainment, Due Diligence, Venture Financing, New Media, Licensing, Acquisitions, Valuation, Management Consulting, Strategy, Mergers & Acquisitions, Joint Ventures, Television, Executive Management, Investments, Investment Banking, Corporate Finance, IPO, Corporate Governance, Restructuring, Investor Relations, Strategic Consulting, Divestitures, Emerging Markets, Leveraged Finance, Start-up Ventures, Private Placements, Capital, Capital Raising, Turn Around Management, Board of Directors, Growth Capital, Business Modeling, Partnerships, Financial Structuring, Early-stage Startups, Acquisition Integration, CEOs, Monetization
Education
University of California, Berkeley - School of Law 1979 — 1982
juris doctorate, Law
University of California, San Diego 1974 — 1978
Bachelor of Arts, Political Science, Economics, HIstory
Erin Higgins Erin Higgins's Canaccord Genuity Inc. Experience July 2012 - July 2013
Job Executive Assistant
Industry Marketing and Advertising
Experience
Signet Interactive March 2014 - Present
Canaccord Genuity Inc. July 2012 - July 2013
Universal Field Services August 2009 - July 2012
Skills
Management, Training, Troubleshooting, Software Documentation, Project Planning, Outlook, Access, Microsoft Excel, Databases, Microsoft Office, Procurement, Teamwork, Administrative..., Analysis, Process Scheduler, Sales, Event Planning, Administrative..., PowerPoint, Microsoft Word, Customer Service, Marketing, Social Media, Marketing Strategy, Strategic Planning
Education
University of Houston-Downtown
Business/Corporate Communications
Signet Interactive March 2014 - Present
Canaccord Genuity Inc. July 2012 - July 2013
Universal Field Services August 2009 - July 2012
Skills
Management, Training, Troubleshooting, Software Documentation, Project Planning, Outlook, Access, Microsoft Excel, Databases, Microsoft Office, Procurement, Teamwork, Administrative..., Analysis, Process Scheduler, Sales, Event Planning, Administrative..., PowerPoint, Microsoft Word, Customer Service, Marketing, Social Media, Marketing Strategy, Strategic Planning
Education
University of Houston-Downtown
Business/Corporate Communications
Cruz Daniel Cruz Daniel's Canaccord Genuity Inc. Experience 2005 - June 2012
Job Senior Investment Advisor @ Mackie Research Capital Corp.
Industry Financial Services
Experience
Mackie Research Capital November 2012 - Present
Canaccord Genuity Inc. 2005 - June 2012
Skills
Investments, Capital Markets, IPO, Corporate Finance, Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Development, Securities, Wealth Management, Asset Management, Investor Relations, Portfolio Management, Equity Research
Education
University of Arizona
Mackie Research Capital November 2012 - Present
Canaccord Genuity Inc. 2005 - June 2012
Skills
Investments, Capital Markets, IPO, Corporate Finance, Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Development, Securities, Wealth Management, Asset Management, Investor Relations, Portfolio Management, Equity Research
Education
University of Arizona
Elizabeth Berl, CFP® Elizabeth Berl, CFP®'s Canaccord Genuity Inc. Experience April 2007 - March 2011
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2013 - December 2014
RBC Wealth Management October 2011 - May 2013
Canaccord Genuity Inc. April 2007 - March 2011
Bank of America October 2004 - March 2007
Education
UCLA Extension 2014 — 2014
Certificate in Personal Financial Planning: Accelerated Program
International Sommelier Guild 2009 — 2009
Wine Fundamentals, Certificate Level 2
University of Southern California 1997 — 2001
BA, Communication
Deutsche Bank June 2013 - December 2014
RBC Wealth Management October 2011 - May 2013
Canaccord Genuity Inc. April 2007 - March 2011
Bank of America October 2004 - March 2007
Education
UCLA Extension 2014 — 2014
Certificate in Personal Financial Planning: Accelerated Program
International Sommelier Guild 2009 — 2009
Wine Fundamentals, Certificate Level 2
University of Southern California 1997 — 2001
BA, Communication
Robert D. Krumme Jr. Robert D. Krumme Jr.'s Canaccord Genuity Inc. Experience 2006 - 2008
Job Global Director of Research at Cantor Fitzgerald
Industry Investment Management
Experience
Cantor Fitzgerald July 2015 - Present
The Buckingham Research Group January 2014 - June 2015
Oracle 2011 - 2013
Union Capital Management 2010 - 2011
Connexiti Software, LLC 2008 - 2010
Canaccord Genuity Inc. 2006 - 2008
Thomas Weisel Partners 2003 - 2006
Bank of Montreal 1999 - 2003
Skills
Capital Markets, Cloud Computing, Enterprise Software, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Investment Banking, Management, Marketing, Mergers & Acquisitions, Mutual Funds, New Business Development, Project Management, SaaS, Sales, Lacrosse, Series 7
Education
Fordham University - Graduate School of Business
MBA, Finance
University of New Haven
BS in Business
Cantor Fitzgerald July 2015 - Present
The Buckingham Research Group January 2014 - June 2015
Oracle 2011 - 2013
Union Capital Management 2010 - 2011
Connexiti Software, LLC 2008 - 2010
Canaccord Genuity Inc. 2006 - 2008
Thomas Weisel Partners 2003 - 2006
Bank of Montreal 1999 - 2003
Skills
Capital Markets, Cloud Computing, Enterprise Software, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Investment Banking, Management, Marketing, Mergers & Acquisitions, Mutual Funds, New Business Development, Project Management, SaaS, Sales, Lacrosse, Series 7
Education
Fordham University - Graduate School of Business
MBA, Finance
University of New Haven
BS in Business
Brooke McGrath Brooke McGrath's Canaccord Genuity Inc. Experience July 2013 - March 2014
Job Director, Basel III Regulatory Reporting at American Express
Industry Accounting
Experience
American Express April 2014 - Present
Canaccord Genuity Inc. July 2013 - March 2014
American Express June 2012 - July 2013
American Express August 2009 - June 2012
PwC 2004 - 2009
Skills
SEC filings, Internal Audit, IFRS, Capital Management, Financial Reporting, Financial Analysis, Analysis, CPA
Education
Villanova University 2004 — 2006
Accounting
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance, Marketing
American Express April 2014 - Present
Canaccord Genuity Inc. July 2013 - March 2014
American Express June 2012 - July 2013
American Express August 2009 - June 2012
PwC 2004 - 2009
Skills
SEC filings, Internal Audit, IFRS, Capital Management, Financial Reporting, Financial Analysis, Analysis, CPA
Education
Villanova University 2004 — 2006
Accounting
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance, Marketing
Peter Seeman Peter Seeman's Canaccord Genuity Inc. Experience October 2014 - Present
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Jesse Drapkin Jesse Drapkin's Canaccord Genuity Inc. Experience May 2011 - Present
Job Fixed Income Trader at Canaccord Genuity Inc.
Industry Banking
Experience
Canaccord Genuity Inc. May 2011 - Present
Canaccord Genuity Inc. February 2010 - May 2011
Scotia Capital September 2008 - November 2009
BMO Nesbitt Burns October 2005 - March 2007
RBC Capital Markets March 2004 - September 2005
Skills
Fixed Income, Bonds, Trading, Derivatives, Securities, Valuation, Equities, Financial Markets, Mutual Funds, Investment Management, Investments, FX Options, Options, Settlement, Private Equity, Financial Modeling, Rates, Portfolio Management, Equity Trading, Mergers & Acquisitions, Middle Office, Investment Banking, Trading Systems, Financial Analysis, Credit Risk, Treasury, Back Office, Conducts and Practices..., Candian Securities..., Derivatives..., Futures Licensing..., Series 37 - FINRA 2013, Series 63 - FINRA 2014, Investment Management...
Education
University of Guelph 1999 — 2003
Bachelor of Commerce (B.Com.)
Oakville Trafalgar High School 1994 — 1999
Canaccord Genuity Inc. May 2011 - Present
Canaccord Genuity Inc. February 2010 - May 2011
Scotia Capital September 2008 - November 2009
BMO Nesbitt Burns October 2005 - March 2007
RBC Capital Markets March 2004 - September 2005
Skills
Fixed Income, Bonds, Trading, Derivatives, Securities, Valuation, Equities, Financial Markets, Mutual Funds, Investment Management, Investments, FX Options, Options, Settlement, Private Equity, Financial Modeling, Rates, Portfolio Management, Equity Trading, Mergers & Acquisitions, Middle Office, Investment Banking, Trading Systems, Financial Analysis, Credit Risk, Treasury, Back Office, Conducts and Practices..., Candian Securities..., Derivatives..., Futures Licensing..., Series 37 - FINRA 2013, Series 63 - FINRA 2014, Investment Management...
Education
University of Guelph 1999 — 2003
Bachelor of Commerce (B.Com.)
Oakville Trafalgar High School 1994 — 1999
Ryan Zimmerman, FACHE Ryan Zimmerman, FACHE's Canaccord Genuity Inc. Experience April 2014 - Present
Job Associate at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. April 2014 - Present
Advocate Health Care February 2012 - March 2014
Presence Health August 2010 - February 2012
Presence Health July 2009 - August 2010
Pennsylvania Hospital June 2008 - June 2009
Skills
Equity Research, Financial Analysis, Strategic Financial..., Hospitals, Informatics, Medical Devices, Surgery, Process Improvement, Healthcare Consulting, Financial Modeling, Healthcare Management, Quality Improvement, Supply Chain Management, Healthcare Information..., Strategic Planning, Healthcare, HIPAA, Business Development, Physician Relations, EMR, Leadership, Operations Management, Patient Safety, Clinical Research, Business Planning, Orthopedic, EHR, Revenue Cycle, Analysis, Nursing, Inpatient, Physicians, JCAHO, Program Development, Ambulatory, Statistics, Sales Management, Strategy, Meditech, Orthopedics, Surgery Management, Clinical Informatics, Vendor Contracts, Epidemiology, Microsoft Excel, FactSet, Thomson One Analytics, Management, Data Analysis, Managed Care
Education
University of Illinois at Chicago 2006 — 2008
Master of Healthcare Administration, Healthcare Administration
University of Michigan 2002 — 2006
B.S., Anthropology, Zoology
Canaccord Genuity Inc. April 2014 - Present
Advocate Health Care February 2012 - March 2014
Presence Health August 2010 - February 2012
Presence Health July 2009 - August 2010
Pennsylvania Hospital June 2008 - June 2009
Skills
Equity Research, Financial Analysis, Strategic Financial..., Hospitals, Informatics, Medical Devices, Surgery, Process Improvement, Healthcare Consulting, Financial Modeling, Healthcare Management, Quality Improvement, Supply Chain Management, Healthcare Information..., Strategic Planning, Healthcare, HIPAA, Business Development, Physician Relations, EMR, Leadership, Operations Management, Patient Safety, Clinical Research, Business Planning, Orthopedic, EHR, Revenue Cycle, Analysis, Nursing, Inpatient, Physicians, JCAHO, Program Development, Ambulatory, Statistics, Sales Management, Strategy, Meditech, Orthopedics, Surgery Management, Clinical Informatics, Vendor Contracts, Epidemiology, Microsoft Excel, FactSet, Thomson One Analytics, Management, Data Analysis, Managed Care
Education
University of Illinois at Chicago 2006 — 2008
Master of Healthcare Administration, Healthcare Administration
University of Michigan 2002 — 2006
B.S., Anthropology, Zoology
John Jalbrzykowski's Canaccord Genuity Inc. Experience March 2011 - October 2012
Job Director Energy Trader at GMP Securities
Industry Investment Banking
Experience
GMP Securities June 2014 - Present
Cowen and Company March 2013 - April 2014
Canaccord Genuity Inc. March 2011 - October 2012
Cowen & Company July 2008 - March 2011
Cowen and Company May 2006 - July 2008
Citigroup March 2004 - May 2006
Citigroup May 2000 - March 2004
Skills
Trading, Equities, Equity Trading, Energy Industry, Energy, Bloomberg, Trading Systems, Trading Strategies, Securities, Financial Markets, Commodity Markets, Investments, Risk Management, Valuation, Compliance, Electronic Trading, Hedge Funds, Capital Markets, Equity Research, Raptor, Derivatives, Options, Fixed Income, Investment Banking, Foreign Currency..., Financial Modeling, Alternative Investments, Series 7, series 55, Series 63, Commodity, Hedging
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor's degree, Business Management and Finance
University of Massachusetts, Amherst 1998 — 2000
Associate of Science (A.S.), Economics
GMP Securities June 2014 - Present
Cowen and Company March 2013 - April 2014
Canaccord Genuity Inc. March 2011 - October 2012
Cowen & Company July 2008 - March 2011
Cowen and Company May 2006 - July 2008
Citigroup March 2004 - May 2006
Citigroup May 2000 - March 2004
Skills
Trading, Equities, Equity Trading, Energy Industry, Energy, Bloomberg, Trading Systems, Trading Strategies, Securities, Financial Markets, Commodity Markets, Investments, Risk Management, Valuation, Compliance, Electronic Trading, Hedge Funds, Capital Markets, Equity Research, Raptor, Derivatives, Options, Fixed Income, Investment Banking, Foreign Currency..., Financial Modeling, Alternative Investments, Series 7, series 55, Series 63, Commodity, Hedging
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor's degree, Business Management and Finance
University of Massachusetts, Amherst 1998 — 2000
Associate of Science (A.S.), Economics
Cameron Horwitz, CFA Cameron Horwitz, CFA's Canaccord Genuity Inc. Experience 2010 - 2012
Job Managing Director at U.S. Capital Advisors
Industry Financial Services
Experience
U.S. Capital Advisors LLC 2012 - Present
Canaccord Genuity Inc. 2010 - 2012
SunTrust Robinson Humphrey 2007 - 2010
Skills
Equity Research, Investment Banking, Capital Markets, Valuation, Financial Modeling, Private Equity, Private Placements, Equities, Corporate Finance, Debt
Education
CFA Institute
Chartered Financial Analyst
University of Miami
Bachelor of Business Administration (BBA), Accounting and Finance
U.S. Capital Advisors LLC 2012 - Present
Canaccord Genuity Inc. 2010 - 2012
SunTrust Robinson Humphrey 2007 - 2010
Skills
Equity Research, Investment Banking, Capital Markets, Valuation, Financial Modeling, Private Equity, Private Placements, Equities, Corporate Finance, Debt
Education
CFA Institute
Chartered Financial Analyst
University of Miami
Bachelor of Business Administration (BBA), Accounting and Finance
James Caboy Jr.'s Canaccord Genuity Inc. Experience November 2009 - November 2012
Job Compliance at Liquidnet, Inc.
Industry Financial Services
Experience
Liquidnet, Inc. December 2012 - Present
Canaccord Genuity Inc. November 2009 - November 2012
Natixis CIB Americas June 2004 - October 2009
Pershing, LLC. - Retail and Institutional Broker Dealer January 2000 - May 2004
New York Life Insurance Company 1998 - 2000
Morgan Stanley Dean Witter Trust, FSB. 1998 - 1998
Skills
Series 7, Series 63, Series 55, Series 24, Equities, Capital Markets, Equity Trading, FINRA, Financial Markets, Market Making, Risk Management, Securities, Trading, Trading Systems
Education
University of Delaware 1993 — 1997
BS, Political Science
EMHS
Liquidnet, Inc. December 2012 - Present
Canaccord Genuity Inc. November 2009 - November 2012
Natixis CIB Americas June 2004 - October 2009
Pershing, LLC. - Retail and Institutional Broker Dealer January 2000 - May 2004
New York Life Insurance Company 1998 - 2000
Morgan Stanley Dean Witter Trust, FSB. 1998 - 1998
Skills
Series 7, Series 63, Series 55, Series 24, Equities, Capital Markets, Equity Trading, FINRA, Financial Markets, Market Making, Risk Management, Securities, Trading, Trading Systems
Education
University of Delaware 1993 — 1997
BS, Political Science
EMHS
Dennis Fong's Canaccord Genuity Inc. Experience January 2015 - Present
Job Institutional Equity Research Analyst at Canaccord
Industry Oil & Energy
Experience
Canaccord Genuity Inc. January 2015 - Present
Education
The University of Calgary 2003 — 2008
BSc., Chemical Engineering
Dale Carnegie Career Communication Training
Canaccord Genuity Inc. January 2015 - Present
Education
The University of Calgary 2003 — 2008
BSc., Chemical Engineering
Dale Carnegie Career Communication Training
Benjamin Thibault's Canaccord Genuity Inc. Experience September 2011 - January 2015
Job Conseiller en placement chez Industrielle Alliance Valeurs Mobilières
Industry Investment Management
Experience
Industrielle Alliance Valeurs Mobilières August 2015 - Present
Canaccord Genuity Inc. September 2011 - January 2015
Wellington West May 2009 - September 2011
Trust Banque Nationale November 2008 - May 2009
SFL partenaire de Desjardins Sécurité financiere March 2007 - June 2008
Skills
Investments, Financial Analysis, Capital Markets, Equities, Valuation, Corporate Finance, Fixed Income, Portfolio Management, Strategic Financial..., Mutual Funds, Equity Research, Bonds, Wealth Management, Private Equity, Analyse financière
Education
2009 — 2010
Certificat, Planification Financière
2004 — 2009
B.A.A., Finances
Industrielle Alliance Valeurs Mobilières August 2015 - Present
Canaccord Genuity Inc. September 2011 - January 2015
Wellington West May 2009 - September 2011
Trust Banque Nationale November 2008 - May 2009
SFL partenaire de Desjardins Sécurité financiere March 2007 - June 2008
Skills
Investments, Financial Analysis, Capital Markets, Equities, Valuation, Corporate Finance, Fixed Income, Portfolio Management, Strategic Financial..., Mutual Funds, Equity Research, Bonds, Wealth Management, Private Equity, Analyse financière
Education
2009 — 2010
Certificat, Planification Financière
2004 — 2009
B.A.A., Finances
Marcus Y. Ho Marcus Y. Ho's Canaccord Genuity Inc. Experience July 2014 - June 2015
Job Corporate Finance and Investment Banking Professional
Industry Investment Banking
Experience
Canaccord Genuity Inc. July 2014 - June 2015
DaVita Healthcare Partners January 2012 - June 2014
NewCap Partners June 2007 - November 2011
GC3 & Associates June 2006 - September 2006
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Strategy, Valuation, Corporate Development, Financial Analysis, Investments, Finance, Emerging Markets, Private Equity, Equities, Capital Markets, Mergers, IPO
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance and Accounting
University of Cambridge 2000 — 2000
Study Abroad
University of California, Irvine 1996 — 2000
BA, Economics
Canaccord Genuity Inc. July 2014 - June 2015
DaVita Healthcare Partners January 2012 - June 2014
NewCap Partners June 2007 - November 2011
GC3 & Associates June 2006 - September 2006
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Strategy, Valuation, Corporate Development, Financial Analysis, Investments, Finance, Emerging Markets, Private Equity, Equities, Capital Markets, Mergers, IPO
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance and Accounting
University of Cambridge 2000 — 2000
Study Abroad
University of California, Irvine 1996 — 2000
BA, Economics
Chris Osborne, CAIA Chris Osborne, CAIA's Canaccord Genuity Inc. Experience May 2009 - January 2013
Job Senior Associate Alternative Investments Private Client Sales at Morgan Stanley Investment Management
Industry Investment Banking
Experience
Morgan Stanley Investment Management May 2013 - Present
Canaccord Genuity Inc. May 2009 - January 2013
Stanford Group Company November 2008 - March 2009
Lehman Brothers July 2007 - November 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate Private..., Wealth Management, Structured Products, Mutual Funds, Equities, Finance, Capital Markets
Education
University of Richmond 2003 — 2007
B.S, B.A, Finance
Morgan Stanley Investment Management May 2013 - Present
Canaccord Genuity Inc. May 2009 - January 2013
Stanford Group Company November 2008 - March 2009
Lehman Brothers July 2007 - November 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate Private..., Wealth Management, Structured Products, Mutual Funds, Equities, Finance, Capital Markets
Education
University of Richmond 2003 — 2007
B.S, B.A, Finance
Courtney Dombek's Canaccord Genuity Inc. Experience 2007 - 2010
Job
Industry Investment Management
Experience
Headlands Capital Advisors, LLC January 2013 - Present
Canaccord Genuity Inc. 2007 - 2010
Gleacher & Company November 2003 - July 2007
Thomas Weisel Partners May 2002 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Davis
Bachelor of Arts (B.A.), Economics and International Relations
Headlands Capital Advisors, LLC January 2013 - Present
Canaccord Genuity Inc. 2007 - 2010
Gleacher & Company November 2003 - July 2007
Thomas Weisel Partners May 2002 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Davis
Bachelor of Arts (B.A.), Economics and International Relations
Jeff Dorsheimer Jeff Dorsheimer's Canaccord Genuity Inc. Experience June 2008 - June 2011
Job Associate, Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2013 - Present
Pfizer May 2012 - August 2012
Canaccord Genuity Inc. June 2008 - June 2011
Canaccord Genuity Inc. June 2006 - June 2008
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
BA, Economics
William Blair & Company May 2013 - Present
Pfizer May 2012 - August 2012
Canaccord Genuity Inc. June 2008 - June 2011
Canaccord Genuity Inc. June 2006 - June 2008
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
BA, Economics
Scott Edwards Scott Edwards's Canaccord Genuity Inc. Experience April 2011 - December 2011
Job Origination at HudsonField LLC
Industry Investment Banking
Experience
HudsonField LLC July 2014 - Present
MuellerChen Co. January 2013 - July 2014
Ernst & Young January 2012 - January 2014
Canaccord Genuity Inc. April 2011 - December 2011
Rodman & Renshaw November 2007 - December 2010
Lane Capital Markets, LLC November 2005 - November 2007
Skills
IPO, Mergers, Restructuring, Structured Finance, Financial Statement..., Private Equity, Private Placements, Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Due Diligence, Finance, Investments, Equities, Financial Structuring, Financial Analysis, Mergers & Acquisitions
Education
American College of Switzerland 2003 — 2004
MBA, International Business
University of Houston 1999 — 2002
BBA, Finance, Economics
HudsonField LLC July 2014 - Present
MuellerChen Co. January 2013 - July 2014
Ernst & Young January 2012 - January 2014
Canaccord Genuity Inc. April 2011 - December 2011
Rodman & Renshaw November 2007 - December 2010
Lane Capital Markets, LLC November 2005 - November 2007
Skills
IPO, Mergers, Restructuring, Structured Finance, Financial Statement..., Private Equity, Private Placements, Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Due Diligence, Finance, Investments, Equities, Financial Structuring, Financial Analysis, Mergers & Acquisitions
Education
American College of Switzerland 2003 — 2004
MBA, International Business
University of Houston 1999 — 2002
BBA, Finance, Economics
Rada B. Milenovici Rada B. Milenovici's Canaccord Genuity Inc. Experience May 2015 - Present
Job Vice President Investment Banking at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. May 2015 - Present
MLV January 2014 - May 2015
Brinson Patrick Securities Corporation January 2011 - February 2013
Skills
Investment Banking, Investments, Finance, Derivatives, Management, Equities, Bloomberg, Equity Research, Business Valuation, DCF, Fixed Income, Capital Markets, Valuation, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2010
MBA
University of Rochester 2004 — 2008
B.S.
Canaccord Genuity Inc. May 2015 - Present
MLV January 2014 - May 2015
Brinson Patrick Securities Corporation January 2011 - February 2013
Skills
Investment Banking, Investments, Finance, Derivatives, Management, Equities, Bloomberg, Equity Research, Business Valuation, DCF, Fixed Income, Capital Markets, Valuation, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2010
MBA
University of Rochester 2004 — 2008
B.S.
Christopher Martens's Canaccord Genuity Inc. Experience November 2012 - October 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Clarksons December 2013 - May 2014
Canaccord Genuity Inc. November 2012 - October 2013
Oppenheimer & Co. March 2000 - November 2012
CIBC 2000 - 2007
Schroders 1998 - 2001
Skills
Series 24, Series 7, Series 63, Series 55, Equities, Equity Trading, Bloomberg, Securities, Trading, Trading Systems, Equity Research, Capital Markets, Hedge Funds, Mutual Funds, Fixed Income, Investments, Alternative Investments, Confidentiality, Capital Raising, Asset Management, Portfolio Management, FINRA, Financial Planning, Financial Services, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Bethpage High School 1991 — 1994
High school diploma
Merrill Lynch May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Clarksons December 2013 - May 2014
Canaccord Genuity Inc. November 2012 - October 2013
Oppenheimer & Co. March 2000 - November 2012
CIBC 2000 - 2007
Schroders 1998 - 2001
Skills
Series 24, Series 7, Series 63, Series 55, Equities, Equity Trading, Bloomberg, Securities, Trading, Trading Systems, Equity Research, Capital Markets, Hedge Funds, Mutual Funds, Fixed Income, Investments, Alternative Investments, Confidentiality, Capital Raising, Asset Management, Portfolio Management, FINRA, Financial Planning, Financial Services, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Bethpage High School 1991 — 1994
High school diploma
Schuyler Reece, CFA Schuyler Reece, CFA's Canaccord Genuity Inc. Experience June 2006 - August 2006
Job Portfolio Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2014 - Present
GW&K Investment Management March 2012 - October 2014
GW&K Investment Management July 2011 - February 2012
GW&K Investment Management May 2009 - June 2011
GW&K Investment Management December 2007 - April 2009
Canaccord Genuity Inc. June 2006 - August 2006
Iron Mountain June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Bonds, Investment Banking, Trading, Asset Management, Investment Strategies, High Yield, Investment Management, Credit
Education
University of Pennsylvania 2003 — 2007
B.A., Classical Studies
Wellington Management November 2014 - Present
GW&K Investment Management March 2012 - October 2014
GW&K Investment Management July 2011 - February 2012
GW&K Investment Management May 2009 - June 2011
GW&K Investment Management December 2007 - April 2009
Canaccord Genuity Inc. June 2006 - August 2006
Iron Mountain June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Bonds, Investment Banking, Trading, Asset Management, Investment Strategies, High Yield, Investment Management, Credit
Education
University of Pennsylvania 2003 — 2007
B.A., Classical Studies
Nina Bakhtina Nina Bakhtina's Canaccord Genuity Inc. Experience August 2013 - August 2014
Job J.D. Candidate at The University of Chicago Law School
Industry Law Practice
Experience
Canaccord Genuity Inc. August 2013 - August 2014
Rotman School of Management, University of Toronto January 2013 - May 2013
Rotman Financial Research & Trading Lab May 2010 - May 2013
RBC Investor Services May 2011 - August 2011
Education
University of Chicago Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of Toronto - University College 2009 — 2013
Bachelor of Commerce, Finance & Economics
Canaccord Genuity Inc. August 2013 - August 2014
Rotman School of Management, University of Toronto January 2013 - May 2013
Rotman Financial Research & Trading Lab May 2010 - May 2013
RBC Investor Services May 2011 - August 2011
Education
University of Chicago Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of Toronto - University College 2009 — 2013
Bachelor of Commerce, Finance & Economics
Michael Caro Michael Caro's Canaccord Genuity Inc. Experience February 2014 - Present
Job Credit Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. February 2014 - Present
The Seaport Group January 2009 - 2013
Armory Advisors, LLC August 2006 - January 2009
Skills
Hedge Funds
Education
University of Richmond 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Canaccord Genuity Inc. February 2014 - Present
The Seaport Group January 2009 - 2013
Armory Advisors, LLC August 2006 - January 2009
Skills
Hedge Funds
Education
University of Richmond 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Amanda Ordway Amanda Ordway's Canaccord Genuity Inc. Experience January 2012 - October 2012
Job Business Intelligence Engineer at Bridgepoint Education
Industry Information Services
Experience
Bridgepoint Education April 2015 - Present
Information Collaboration LLC September 2011 - Present
Bridgepoint Education October 2013 - April 2015
Wellington Management November 2012 - July 2013
Canaccord Genuity Inc. January 2012 - October 2012
The Bank of Maine September 2011 - February 2012
WB Mason June 2010 - September 2011
Exit41, Inc. August 2010 - October 2010
Override March 2009 - June 2010
Skills
SSIS, SSRS, SSAS 2008, T-SQL, Crystal Reports, SharePoint, Tableau, QlikView, Google Analytics, Analysis Services, WebTrends Analytics, Data Warehousing, SQL, Microsoft SQL Server, Business Intelligence, Database Design, Databases, Dashboard, Cognos, Data Integration, Business Objects, Business Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Information Systems Management, Finance
Bridgepoint Education April 2015 - Present
Information Collaboration LLC September 2011 - Present
Bridgepoint Education October 2013 - April 2015
Wellington Management November 2012 - July 2013
Canaccord Genuity Inc. January 2012 - October 2012
The Bank of Maine September 2011 - February 2012
WB Mason June 2010 - September 2011
Exit41, Inc. August 2010 - October 2010
Override March 2009 - June 2010
Skills
SSIS, SSRS, SSAS 2008, T-SQL, Crystal Reports, SharePoint, Tableau, QlikView, Google Analytics, Analysis Services, WebTrends Analytics, Data Warehousing, SQL, Microsoft SQL Server, Business Intelligence, Database Design, Databases, Dashboard, Cognos, Data Integration, Business Objects, Business Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Information Systems Management, Finance
Kevin Campion's Canaccord Genuity Inc. Experience 2012 - July 2015
Job Franchise Owner at Right at Home Garden City
Industry Hospital & Health Care
Experience
Right at Home Inc. July 2015 - Present
Canaccord Genuity Inc. 2012 - July 2015
BTIG May 2009 - May 2012
UBS 1990 - 2000
Skills
Equities, Series 7, Trading, Series 63, Bloomberg, Equity Trading, Financial Markets, Investment Banking, Capital Markets, Fixed Income, Bonds, Investments, Emerging Markets, Valuation, Hedge Funds, Mutual Funds, Securities, Investment Management, Series 24, Traders
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Right at Home Inc. July 2015 - Present
Canaccord Genuity Inc. 2012 - July 2015
BTIG May 2009 - May 2012
UBS 1990 - 2000
Skills
Equities, Series 7, Trading, Series 63, Bloomberg, Equity Trading, Financial Markets, Investment Banking, Capital Markets, Fixed Income, Bonds, Investments, Emerging Markets, Valuation, Hedge Funds, Mutual Funds, Securities, Investment Management, Series 24, Traders
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
David Wagener David Wagener's Canaccord Genuity Inc. Experience July 2006 - September 2009
Job Regulatory Affairs, Legal at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Fidelity Investments October 2009 - June 2013
Canaccord Genuity Inc. July 2006 - September 2009
Edward Jones January 1990 - July 2006
Skills
Trading, Series 7, Series 24, Series 63, Financial Markets, Financial Regulation, Financial Services, Operations, Risk Management, Risk Assessment, Operational Risk, Fixed Income, Equity Trading, Equity Capital Markets, Research, Investment Banking, Anti Money Laundering, Internal Investigations, Regulatory Affairs, Regulatory Requirements, Securities Regulation, SEC Regulations, FINRA, Series 9/10, Regulatory Compliance, Compliance Management, Leadership, Coaching, AML
Education
Webster University 2005 — 2008
Master of Arts (M.A.), Legal Analysis
University of Missouri - St. Louis 1995 — 1998
Master of Business Administration (M.B.A.)
LPL Financial November 2013 - Present
Fidelity Investments October 2009 - June 2013
Canaccord Genuity Inc. July 2006 - September 2009
Edward Jones January 1990 - July 2006
Skills
Trading, Series 7, Series 24, Series 63, Financial Markets, Financial Regulation, Financial Services, Operations, Risk Management, Risk Assessment, Operational Risk, Fixed Income, Equity Trading, Equity Capital Markets, Research, Investment Banking, Anti Money Laundering, Internal Investigations, Regulatory Affairs, Regulatory Requirements, Securities Regulation, SEC Regulations, FINRA, Series 9/10, Regulatory Compliance, Compliance Management, Leadership, Coaching, AML
Education
Webster University 2005 — 2008
Master of Arts (M.A.), Legal Analysis
University of Missouri - St. Louis 1995 — 1998
Master of Business Administration (M.B.A.)
Stephanie Lindberg's Canaccord Genuity Inc. Experience June 2015 - August 2015
Job B.A. International/Global Studies
Industry International Affairs
Experience
Canaccord Genuity Inc. June 2015 - August 2015
University of Illinois at Urbana-Champaign January 2015 - May 2015
Jimmy John's 2010 - 2012
Skills
Social Media, French, Leadership, Microsoft Word, Microsoft Office, Writing, PowerPoint, Microsoft Excel, Communication, Human Rights, Social Awareness, Time Management, Social Networking, Facebook, Market Research, Event Planning
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, International/Global Studies, 3.51 GPA on 4 point scale
Montini Catholic 2007 — 2011
Canaccord Genuity Inc. June 2015 - August 2015
University of Illinois at Urbana-Champaign January 2015 - May 2015
Jimmy John's 2010 - 2012
Skills
Social Media, French, Leadership, Microsoft Word, Microsoft Office, Writing, PowerPoint, Microsoft Excel, Communication, Human Rights, Social Awareness, Time Management, Social Networking, Facebook, Market Research, Event Planning
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, International/Global Studies, 3.51 GPA on 4 point scale
Montini Catholic 2007 — 2011
Benny Wong Benny Wong's Canaccord Genuity Inc. Experience June 2011 - June 2013
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley July 2013 - Present
Canaccord Genuity Inc. June 2011 - June 2013
Genuity Capital Markets November 2007 - May 2011
Skills
Valuation, Equity Research, Financial Modeling, Financial Analysis, Equity Valuation, Bloomberg, Capital Markets, Excel, PowerPoint, Capital IQ, Series 7, Sell Side, Microsoft Excel, Investment Banking, Corporate Finance, Energy, Private Equity, Energy Industry, Investor Relations, Investments, Equities, Securities, Fixed Income, Alternative Investments, Trading
Education
Bishop Grandin High School
The University of Calgary
BComm, Finance
Morgan Stanley July 2013 - Present
Canaccord Genuity Inc. June 2011 - June 2013
Genuity Capital Markets November 2007 - May 2011
Skills
Valuation, Equity Research, Financial Modeling, Financial Analysis, Equity Valuation, Bloomberg, Capital Markets, Excel, PowerPoint, Capital IQ, Series 7, Sell Side, Microsoft Excel, Investment Banking, Corporate Finance, Energy, Private Equity, Energy Industry, Investor Relations, Investments, Equities, Securities, Fixed Income, Alternative Investments, Trading
Education
Bishop Grandin High School
The University of Calgary
BComm, Finance
Andrew Koehler's Canaccord Genuity Inc. Experience December 2013 - January 2015
Job Senior Associate at Bayou City Energy
Industry Venture Capital & Private Equity
Experience
Bayou City Energy February 2015 - Present
Canaccord Genuity Inc. December 2013 - January 2015
Canaccord Genuity Inc. November 2011 - November 2013
Skills
Financial Analysis, Financial Modeling, Energy, Oil & Gas, Valuation, Equity Capital Markets, Debt & Equity Financing, Mergers & Acquisitions, Divestitures, Comparable Analysis, Bloomberg
Education
Tulane University 2006 — 2010
Bachelor of Arts (B.A.) & Bachelor of Science (B.S.), Economics, Political Science, & Psychology, Summa Cum Laude
Bayou City Energy February 2015 - Present
Canaccord Genuity Inc. December 2013 - January 2015
Canaccord Genuity Inc. November 2011 - November 2013
Skills
Financial Analysis, Financial Modeling, Energy, Oil & Gas, Valuation, Equity Capital Markets, Debt & Equity Financing, Mergers & Acquisitions, Divestitures, Comparable Analysis, Bloomberg
Education
Tulane University 2006 — 2010
Bachelor of Arts (B.A.) & Bachelor of Science (B.S.), Economics, Political Science, & Psychology, Summa Cum Laude
Thad Lankester Thad Lankester's Canaccord Genuity Inc. Experience February 2007 - March 2013
Job Equity Trader
Industry Financial Services
Experience
Barclays Investment Bank May 2015 - Present
Island Air June 2012 - Present
WD Latimer March 2014 - March 2015
Canaccord Genuity Inc. February 2007 - March 2013
RBC Dexia March 2006 - February 2007
Skydive Swoop March 2005 - January 2007
Simcoe Skydive March 2003 - September 2005
Skills
Equity Trading, Fundamental Analysis, Technical Analysis, Financial Analysis, Equity Derivatives, Business Analysis, Civil Aviation, Flight Training, Asset Management
Education
University of Guelph 2001 — 2005
Bachelor of Commerce (B.Com.), Economics
Barclays Investment Bank May 2015 - Present
Island Air June 2012 - Present
WD Latimer March 2014 - March 2015
Canaccord Genuity Inc. February 2007 - March 2013
RBC Dexia March 2006 - February 2007
Skydive Swoop March 2005 - January 2007
Simcoe Skydive March 2003 - September 2005
Skills
Equity Trading, Fundamental Analysis, Technical Analysis, Financial Analysis, Equity Derivatives, Business Analysis, Civil Aviation, Flight Training, Asset Management
Education
University of Guelph 2001 — 2005
Bachelor of Commerce (B.Com.), Economics
Kendrick Lau Kendrick Lau's Canaccord Genuity Inc. Experience November 2007 - October 2010
Job Operations Manager at Axiom Learning
Industry Consumer Services
Experience
Axiom Learning August 2015 - Present
Axiom Learning August 2015 - Present
American Consumer Credit Counseling December 2013 - August 2015
Arthur Murray Dance Studio Newton MA October 2012 - November 2013
MEDITECH November 2010 - October 2012
Canaccord Genuity Inc. November 2007 - October 2010
US Army September 2000 - September 2008
UMass Medical School April 2007 - October 2007
Skills
Theatre, Dance Education, Teaching, Dance, Latin Dance, Ballroom Dance, Event Planning, Choreography, Coaching, Analysis, Social Networking
Education
University of Massachusetts, Amherst 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government
UMass Boston 2001 — 2002
Axiom Learning August 2015 - Present
Axiom Learning August 2015 - Present
American Consumer Credit Counseling December 2013 - August 2015
Arthur Murray Dance Studio Newton MA October 2012 - November 2013
MEDITECH November 2010 - October 2012
Canaccord Genuity Inc. November 2007 - October 2010
US Army September 2000 - September 2008
UMass Medical School April 2007 - October 2007
Skills
Theatre, Dance Education, Teaching, Dance, Latin Dance, Ballroom Dance, Event Planning, Choreography, Coaching, Analysis, Social Networking
Education
University of Massachusetts, Amherst 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government
UMass Boston 2001 — 2002
Ryan Reynolds Ryan Reynolds's Canaccord Genuity Inc. Experience November 2012 - May 2013
Job Head of Metals & Mining, Mergers & Acquisitions Investment Banking at KGSAlpha Capital Markets, L.P.
Industry Investment Banking
Experience
KGS-Alpha Capital Markets, L.P. March 2015 - Present
Brean Capital, LLC June 2013 - November 2014
Canaccord Genuity Inc. November 2012 - May 2013
Canaccord Genuity Inc. November 2010 - June 2012
Canaccord Adams January 2010 - November 2010
Canaccord Capital September 2009 - December 2009
Clinton Foundation 2006 - 2006
Skills
Investment Banking, Equities, Equity Research, Capital Markets, Valuation, Mergers & Acquisitions, IPO, Bloomberg, Private Equity, Hedge Funds, Equity Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments
Education
Tufts University 2005 — 2009
BA, Economics
KGS-Alpha Capital Markets, L.P. March 2015 - Present
Brean Capital, LLC June 2013 - November 2014
Canaccord Genuity Inc. November 2012 - May 2013
Canaccord Genuity Inc. November 2010 - June 2012
Canaccord Adams January 2010 - November 2010
Canaccord Capital September 2009 - December 2009
Clinton Foundation 2006 - 2006
Skills
Investment Banking, Equities, Equity Research, Capital Markets, Valuation, Mergers & Acquisitions, IPO, Bloomberg, Private Equity, Hedge Funds, Equity Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments
Education
Tufts University 2005 — 2009
BA, Economics
Erin Foley Erin Foley's Canaccord Genuity Inc. Experience June 2002 - February 2007
Job
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC September 2007 - Present
Canaccord Genuity Inc. June 2002 - February 2007
Deutsche Bank Securities May 1998 - June 2002
Morgan Stanley September 1995 - May 1998
Skills
Asset Management, Mutual Funds, Equities, Bloomberg, Series 63, Hedge Funds, Trading, Securities, Alternative Investments, Investment Banking, Wealth Management, Risk Management, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics
O'Shaughnessy Asset Management, LLC September 2007 - Present
Canaccord Genuity Inc. June 2002 - February 2007
Deutsche Bank Securities May 1998 - June 2002
Morgan Stanley September 1995 - May 1998
Skills
Asset Management, Mutual Funds, Equities, Bloomberg, Series 63, Hedge Funds, Trading, Securities, Alternative Investments, Investment Banking, Wealth Management, Risk Management, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics
Kyle Funck's Canaccord Genuity Inc. Experience October 2012 - March 2013
Job Senior Associate at Rice Voelker, LLC
Industry Investment Management
Experience
Rice Voelker, LLC June 2013 - Present
Canaccord Genuity Inc. October 2012 - March 2013
Stout Risius Ross (formerly HFBE Inc.) July 2011 - November 2012
Wegmann Dazet & Company August 2010 - July 2011
Wegmann Dazet & Company January 2010 - August 2010
Radelat CPA, LLC December 2008 - May 2009
Civil District Court, Judicial Expense Fund August 2008 - December 2008
Skills
Accounting, Valuation, Microsoft Office, Financial Reporting, Excel, Financial Analysis, Financial Modeling, Business Valuation, Due Diligence, Bloomberg, Financial Accounting, Capital IQ, Equity Research, HPDI, Bentek, EIA, Macroeconomics, Natural Gas, Oil/Gas, Energy Industry, Auditing, Economics, E&P, Energy, NGL, Cash Flow
Education
University of New Orleans 2009 — 2010
Master of Science, Accounting; Finance
University of New Orleans 2008 — 2010
Bachelor of Science, AccountingGraduate
Rice Voelker, LLC June 2013 - Present
Canaccord Genuity Inc. October 2012 - March 2013
Stout Risius Ross (formerly HFBE Inc.) July 2011 - November 2012
Wegmann Dazet & Company August 2010 - July 2011
Wegmann Dazet & Company January 2010 - August 2010
Radelat CPA, LLC December 2008 - May 2009
Civil District Court, Judicial Expense Fund August 2008 - December 2008
Skills
Accounting, Valuation, Microsoft Office, Financial Reporting, Excel, Financial Analysis, Financial Modeling, Business Valuation, Due Diligence, Bloomberg, Financial Accounting, Capital IQ, Equity Research, HPDI, Bentek, EIA, Macroeconomics, Natural Gas, Oil/Gas, Energy Industry, Auditing, Economics, E&P, Energy, NGL, Cash Flow
Education
University of New Orleans 2009 — 2010
Master of Science, Accounting; Finance
University of New Orleans 2008 — 2010
Bachelor of Science, AccountingGraduate
Dudley Baker's Canaccord Genuity Inc. Experience May 2015 - Present
Job Managing Director Investment Banking at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. May 2015 - Present
Skills
Fairness Opinions, Mergers, Private Equity, Debt Raising, M&A due diligence, Financial Advisory, Finance, Restructuring, Debt & Equity Capital..., Capital Structure, Acquisitions, Mergers & Acquisitions, Due Diligence, Strategy, Business Strategy, Valuation, Financial Analysis, Investment Banking, LBO, Securities, Equity Research, M&A experience, Structured Finance, Capital Markets, Asset Management, Equities, Business Valuation, Private Placements, Corporate Finance, Financial Modeling, Risk Management, Asset Allocation, Divestitures, Venture Capital, Series 7, IPO, Executive Management, Fixed Income, Portfolio Management, Capital Raising, DCF, Investor Relations, Business Planning, Leveraged Finance, Hedge Funds, Bloomberg, Emerging Markets, Alternative Investments, Corporate Development, Financial Structuring
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA
Universidade de São Paulo / USP 2003 — 2003
Rhodes College 1995 — 1999
B.A.
Facultad Latinoamericana de Ciencias Sociales - Sede Argentina (FLACSO) 1997 — 1997
Canaccord Genuity Inc. May 2015 - Present
Skills
Fairness Opinions, Mergers, Private Equity, Debt Raising, M&A due diligence, Financial Advisory, Finance, Restructuring, Debt & Equity Capital..., Capital Structure, Acquisitions, Mergers & Acquisitions, Due Diligence, Strategy, Business Strategy, Valuation, Financial Analysis, Investment Banking, LBO, Securities, Equity Research, M&A experience, Structured Finance, Capital Markets, Asset Management, Equities, Business Valuation, Private Placements, Corporate Finance, Financial Modeling, Risk Management, Asset Allocation, Divestitures, Venture Capital, Series 7, IPO, Executive Management, Fixed Income, Portfolio Management, Capital Raising, DCF, Investor Relations, Business Planning, Leveraged Finance, Hedge Funds, Bloomberg, Emerging Markets, Alternative Investments, Corporate Development, Financial Structuring
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA
Universidade de São Paulo / USP 2003 — 2003
Rhodes College 1995 — 1999
B.A.
Facultad Latinoamericana de Ciencias Sociales - Sede Argentina (FLACSO) 1997 — 1997
Guillaume Arseneau's Canaccord Genuity Inc. Experience July 2011 - Present
Job President LeGoff Corp.
Industry Financial Services
Experience
Canaccord Genuity Inc. July 2011 - Present
Dundee Securities Corp. April 2007 - December 2010
Versant Partners 2006 - 2007
E&B Data 2003 - 2006
Education
Université du Québec à Montréal 2001 — 2005
Collège Jean de Brébeuf
Canaccord Genuity Inc. July 2011 - Present
Dundee Securities Corp. April 2007 - December 2010
Versant Partners 2006 - 2007
E&B Data 2003 - 2006
Education
Université du Québec à Montréal 2001 — 2005
Collège Jean de Brébeuf
Brett Standen, MBA, CIM's Canaccord Genuity Inc. Experience November 2011 - November 2013
Job Wealth Advisor at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod November 2013 - Present
Canaccord Genuity Inc. November 2011 - November 2013
Russell Investments November 2010 - November 2011
RBC Dominion Securities May 2006 - September 2009
Skills
Investments, Strategic Financial..., Wealth Management, Trading, Equities, Mutual Funds, Strategy, Financial Advisory, Bonds, ETFs, Finance, Private Placements, Retirement, Securities, Wealth Management...
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA)
The University of Western Ontario 1998 — 2002
King's Edgehill 1996 — 1998
Canadian Securities Institute
Canadian Investment Manager, Finance and Financial Management Services
ScotiaMcLeod November 2013 - Present
Canaccord Genuity Inc. November 2011 - November 2013
Russell Investments November 2010 - November 2011
RBC Dominion Securities May 2006 - September 2009
Skills
Investments, Strategic Financial..., Wealth Management, Trading, Equities, Mutual Funds, Strategy, Financial Advisory, Bonds, ETFs, Finance, Private Placements, Retirement, Securities, Wealth Management...
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA)
The University of Western Ontario 1998 — 2002
King's Edgehill 1996 — 1998
Canadian Securities Institute
Canadian Investment Manager, Finance and Financial Management Services
Jeffrey Chu's Canaccord Genuity Inc. Experience January 2013 - Present
Job Vice President at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2013 - Present
Wedbush Morgan Securities November 2009 - March 2012
RBC Capital Markets May 2006 - March 2009
Kenyon & Kenyon LLP February 2004 - April 2006
Cooper & Dunham LLP August 2002 - February 2004
U. of Michigan Medical Center September 2000 - July 2002
Skills
Equity Research, Intellectual Property, Due Diligence, Valuation, Project Management, Client Relationship..., Competitive Intelligence
Education
University of Michigan 1997 — 2001
Bachelor of Science, Cellular and Molecular Biology
Canaccord Genuity Inc. January 2013 - Present
Wedbush Morgan Securities November 2009 - March 2012
RBC Capital Markets May 2006 - March 2009
Kenyon & Kenyon LLP February 2004 - April 2006
Cooper & Dunham LLP August 2002 - February 2004
U. of Michigan Medical Center September 2000 - July 2002
Skills
Equity Research, Intellectual Property, Due Diligence, Valuation, Project Management, Client Relationship..., Competitive Intelligence
Education
University of Michigan 1997 — 2001
Bachelor of Science, Cellular and Molecular Biology
Jeffrey Barlow's Canaccord Genuity Inc. Experience 2007 - Present
Job Head of Investment Banking at Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2007 - Present
First Albany Capital January 2000 - February 2007
Advest 1992 - 2000
Skills
Investment Banking, Capital Markets, Valuation, Mergers & Acquisitions, Private Placements, Equities, Corporate Finance, Investments, IPO, Financial Modeling, Due Diligence, Investor Relations, Equity Research, Financial Analysis, M&A experience
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, International Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
Canaccord Genuity Inc. 2007 - Present
First Albany Capital January 2000 - February 2007
Advest 1992 - 2000
Skills
Investment Banking, Capital Markets, Valuation, Mergers & Acquisitions, Private Placements, Equities, Corporate Finance, Investments, IPO, Financial Modeling, Due Diligence, Investor Relations, Equity Research, Financial Analysis, M&A experience
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, International Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
PJ D'Amelio's Canaccord Genuity Inc. Experience January 2014 - Present
Job Head of European Equities at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. January 2014 - Present
Investec Securities June 2007 - January 2014
KBC Financial Products 2002 - 2007
Deutsche Bank 2000 - 2002
Skills
Equities, Capital Markets, Financial Markets, Investment Banking, Hedge Funds, Trading, Bloomberg, Investments, Equity Trading, Portfolio Management, Series 63, Derivatives, Equity Research, Series 7, Securities, Stockbroking
Education
The University of Connecticut 1994 — 1999
BA, History
Canaccord Genuity Inc. January 2014 - Present
Investec Securities June 2007 - January 2014
KBC Financial Products 2002 - 2007
Deutsche Bank 2000 - 2002
Skills
Equities, Capital Markets, Financial Markets, Investment Banking, Hedge Funds, Trading, Bloomberg, Investments, Equity Trading, Portfolio Management, Series 63, Derivatives, Equity Research, Series 7, Securities, Stockbroking
Education
The University of Connecticut 1994 — 1999
BA, History
Jim Brophy's Canaccord Genuity Inc. Experience March 2010 - November 2012
Job RiverPark Funds
Industry Investment Management
Experience
RiverPark Funds November 2012 - Present
Canaccord Genuity Inc. March 2010 - November 2012
Avian Securities March 2009 - March 2010
Arience Capital August 2005 - December 2008
Banc of America Securities April 2002 - June 2005
ABN Amro March 1999 - April 2002
Skills
Liquidity, Equities, Options, Hedge Funds, Trading, F/X, Algorithmic Trading, Finra Series 63, 55 and..., Investment Banking, Mutual Funds, ETFs, Electronic Trading, Trading System, Bloomberg, Series 24, Series 7, Capital Markets, Portfolio Management, Investments, Fixed Income, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance, International Business
University of Michigan 1991 — 1995
BS, Bachelor of Science - Environmental Policy
RiverPark Funds November 2012 - Present
Canaccord Genuity Inc. March 2010 - November 2012
Avian Securities March 2009 - March 2010
Arience Capital August 2005 - December 2008
Banc of America Securities April 2002 - June 2005
ABN Amro March 1999 - April 2002
Skills
Liquidity, Equities, Options, Hedge Funds, Trading, F/X, Algorithmic Trading, Finra Series 63, 55 and..., Investment Banking, Mutual Funds, ETFs, Electronic Trading, Trading System, Bloomberg, Series 24, Series 7, Capital Markets, Portfolio Management, Investments, Fixed Income, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance, International Business
University of Michigan 1991 — 1995
BS, Bachelor of Science - Environmental Policy
Will Habos's Canaccord Genuity Inc. Experience June 2012 - July 2014
Job MBA Candidate at the Wharton School | Prior Investment Banking Associate at Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2012 - July 2014
Canaccord Genuity Inc. February 2010 - June 2012
Thomson Reuters February 2008 - September 2009
Sandler O'Neill + Partners May 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Equity Research, Asset Management, Bloomberg, Capital Markets, Due Diligence, Equities, Financial Analysis, Investments, Valuation, Mergers & Acquisitions, Private Equity, Philanthropy, Volunteering, Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Marketing & Operations
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance & Accounting
Canaccord Genuity Inc. June 2012 - July 2014
Canaccord Genuity Inc. February 2010 - June 2012
Thomson Reuters February 2008 - September 2009
Sandler O'Neill + Partners May 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Equity Research, Asset Management, Bloomberg, Capital Markets, Due Diligence, Equities, Financial Analysis, Investments, Valuation, Mergers & Acquisitions, Private Equity, Philanthropy, Volunteering, Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Marketing & Operations
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance & Accounting
Alan Polak's Canaccord Genuity Inc. Experience May 2010 - Present
Job Managing Director at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. May 2010 - Present
Genuity Capital Markets February 2005 - April 2010
CIBC World Markets January 2000 - January 2005
Scotiabank Global Banking and Markets June 1997 - December 1999
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst (CFA)
University of Oxford
Doctor of Philosophy (Ph.D.)
University of Toronto
Master of Arts (MA)
Western University
Bachelor of Arts (BA)
Canaccord Genuity Inc. May 2010 - Present
Genuity Capital Markets February 2005 - April 2010
CIBC World Markets January 2000 - January 2005
Scotiabank Global Banking and Markets June 1997 - December 1999
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst (CFA)
University of Oxford
Doctor of Philosophy (Ph.D.)
University of Toronto
Master of Arts (MA)
Western University
Bachelor of Arts (BA)
Geoffrey Cassell's Canaccord Genuity Inc. Experience April 2012 - August 2012
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
Joshua Reilly, CFA's Canaccord Genuity Inc. Experience August 2015 - Present
Job Research Associate at Canaccord Genuity Inc.
Industry Research
Experience
Canaccord Genuity Inc. August 2015 - Present
Northland Securities July 2013 - July 2015
Northland Securities July 2013 - December 2014
Focus Capital Group Inc. October 2010 - May 2013
Okabena Co. August 2008 - December 2008
Skills
Capital Raises, Private Equity, Investment Banking, Equities, Equity Research, Valuation, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Capital Markets, Business Valuation, Hedge Funds, Mergers & Acquisitions, M&A experience, Corporate Finance, Investments, Fixed Income
Education
University of Minnesota - Carlson School of Management
BSB, Finance, Accounting
Canaccord Genuity Inc. August 2015 - Present
Northland Securities July 2013 - July 2015
Northland Securities July 2013 - December 2014
Focus Capital Group Inc. October 2010 - May 2013
Okabena Co. August 2008 - December 2008
Skills
Capital Raises, Private Equity, Investment Banking, Equities, Equity Research, Valuation, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Capital Markets, Business Valuation, Hedge Funds, Mergers & Acquisitions, M&A experience, Corporate Finance, Investments, Fixed Income
Education
University of Minnesota - Carlson School of Management
BSB, Finance, Accounting
Richard Bagge's Canaccord Genuity Inc. Experience March 2007 - September 2012
Job Vice President of Real Estate & Development
Industry Accounting
Experience
Cosi May 2015 - Present
Cosi January 2015 - May 2015
Hearthstone Associates February 2013 - April 2015
Canaccord Genuity Inc. March 2007 - September 2012
Detwiler Fenton March 2000 - March 2007
N.E. Restaurant Company, Inc May 1996 - March 2000
Skills
Financial Analysis, Equity Research, Financial Modeling, Investments, Financial Reporting, Corporate Finance, Financial Accounting, Accounting, Equities, Mergers & Acquisitions, Financial Services, Finance, Internal Controls, Budgets, Management
Education
University of Massachusetts Boston 1990 — 1993
Bachelor of Arts, Political Science and Government
FINRA
Cosi May 2015 - Present
Cosi January 2015 - May 2015
Hearthstone Associates February 2013 - April 2015
Canaccord Genuity Inc. March 2007 - September 2012
Detwiler Fenton March 2000 - March 2007
N.E. Restaurant Company, Inc May 1996 - March 2000
Skills
Financial Analysis, Equity Research, Financial Modeling, Investments, Financial Reporting, Corporate Finance, Financial Accounting, Accounting, Equities, Mergers & Acquisitions, Financial Services, Finance, Internal Controls, Budgets, Management
Education
University of Massachusetts Boston 1990 — 1993
Bachelor of Arts, Political Science and Government
FINRA
Bianca Brown's Canaccord Genuity Inc. Experience October 2012 - Present
Job Institutional Equity Sales at Canaccord Genuity Inc.
Industry Investment Management
Experience
Canaccord Genuity Inc. October 2012 - Present
Wellington Management August 2011 - October 2012
Wellington Management August 2008 - October 2012
Skills
Series 7, Series 63
Education
Trinity University 2004 — 2008
Bachelor of Science (B.S.), Finance and Marketing
Canaccord Genuity Inc. October 2012 - Present
Wellington Management August 2011 - October 2012
Wellington Management August 2008 - October 2012
Skills
Series 7, Series 63
Education
Trinity University 2004 — 2008
Bachelor of Science (B.S.), Finance and Marketing
Patricia Hardina's Canaccord Genuity Inc. Experience July 2009 - January 2013
Job Managing Director, Institutional Equity Research Sales at Needham & Company
Industry Financial Services
Experience
Needham & Company 2013 - Present
Canaccord Genuity Inc. July 2009 - January 2013
Citigroup May 1987 - February 2009
Skills
Series 7, Series 63, Series 24
Education
University of Dayton 1983 — 1987
Bachelor of Science, Finance
Needham & Company 2013 - Present
Canaccord Genuity Inc. July 2009 - January 2013
Citigroup May 1987 - February 2009
Skills
Series 7, Series 63, Series 24
Education
University of Dayton 1983 — 1987
Bachelor of Science, Finance
Shoaib Ansari, CA's Canaccord Genuity Inc. Experience January 2011 - Present
Job Associate, Investment Banking at Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2011 - Present
Skills
Investment Banking, Emerging Markets, Mergers & Acquisitions, IPO, Bloomberg, Business Valuation, Venture Capital, Asset Management, M&A experience, Equity Valuation, Private Equity, Equity Research, Valuation, Investments, Financial Modeling, Corporate Finance, Finance, Accounting, Equities, Corporate Development, Management, Financial Services, Financial Accounting, Capital Markets, Financial Reporting, Due Diligence, Financial Analysis, Mergers, LBO, Microsoft Excel, Portfolio Management, IFRS
Education
Chartered Accountant (CA) 2007 — 2009
University of New Brunswick 2003 — 2007
BBA, First Class Honors in Accounting, Finance and Economics
Canaccord Genuity Inc. January 2011 - Present
Skills
Investment Banking, Emerging Markets, Mergers & Acquisitions, IPO, Bloomberg, Business Valuation, Venture Capital, Asset Management, M&A experience, Equity Valuation, Private Equity, Equity Research, Valuation, Investments, Financial Modeling, Corporate Finance, Finance, Accounting, Equities, Corporate Development, Management, Financial Services, Financial Accounting, Capital Markets, Financial Reporting, Due Diligence, Financial Analysis, Mergers, LBO, Microsoft Excel, Portfolio Management, IFRS
Education
Chartered Accountant (CA) 2007 — 2009
University of New Brunswick 2003 — 2007
BBA, First Class Honors in Accounting, Finance and Economics
James Duncan's Canaccord Genuity Inc. Experience August 1983 - July 2014
Job Director Sales and Trading at ITG Canada
Industry Financial Services
Experience
ITG Canada July 2014 - Present
Canaccord Adams 1983 - Present
Canaccord Genuity Inc. August 1983 - July 2014
the keg June 1977 - September 1983
Skills
Equities, Capital Markets, Series 7, International Trade, Securities, Equity Trading, Fixed Income, Bloomberg, Series 63, Trading, Electronic Trading, Investments, Hedge Funds, Financial Markets, Trading Systems, Derivatives, Asset Management, Options, Portfolio Management, ETFs
Education
University of Alberta 1980 — 1983
ba, english
ITG Canada July 2014 - Present
Canaccord Adams 1983 - Present
Canaccord Genuity Inc. August 1983 - July 2014
the keg June 1977 - September 1983
Skills
Equities, Capital Markets, Series 7, International Trade, Securities, Equity Trading, Fixed Income, Bloomberg, Series 63, Trading, Electronic Trading, Investments, Hedge Funds, Financial Markets, Trading Systems, Derivatives, Asset Management, Options, Portfolio Management, ETFs
Education
University of Alberta 1980 — 1983
ba, english
Mike Drexler's Canaccord Genuity Inc. Experience September 2013 - November 2014
Job Credit Analyst at NN Investment Partners
Industry Financial Services
Experience
NN Investment Partners June 2015 - Present
Canaccord Genuity Inc. September 2013 - November 2014
Pierpont Securities April 2012 - September 2013
MF Global August 2010 - May 2012
The Mason Companies July 2006 - May 2008
AllianceBernstein June 2004 - July 2006
Skills
Investments, Financial Modeling, Credit, Valuation, Bloomberg, Series 7, Fixed Income, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance and Investment Managment
Wake Forest University 2000 — 2004
BA, Economics and Political Science
NN Investment Partners June 2015 - Present
Canaccord Genuity Inc. September 2013 - November 2014
Pierpont Securities April 2012 - September 2013
MF Global August 2010 - May 2012
The Mason Companies July 2006 - May 2008
AllianceBernstein June 2004 - July 2006
Skills
Investments, Financial Modeling, Credit, Valuation, Bloomberg, Series 7, Fixed Income, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance and Investment Managment
Wake Forest University 2000 — 2004
BA, Economics and Political Science
Dwayne Sorobey's Canaccord Genuity Inc. Experience 1995 - 2001
Job President at Blue Fish Capital Ventures
Industry Financial Services
Experience
Blue Fish Capital Ventures August 2010 - Present
casimir capital 2013 - 2014
Canaccord Genuity Inc. 1995 - 2001
Morgan Stanley Dean Witter 1992 - 1995
Skills
Investor Relations, Corporate Finance, Corporate Development, Investments, Investment Banking, Venture Capital, Private Equity, Mergers, Financial Modeling
Education
University of Alberta 1982 — 1987
BA, Economics
University of California, Los Angeles
Graduate Studies, International Business and Finance
Blue Fish Capital Ventures August 2010 - Present
casimir capital 2013 - 2014
Canaccord Genuity Inc. 1995 - 2001
Morgan Stanley Dean Witter 1992 - 1995
Skills
Investor Relations, Corporate Finance, Corporate Development, Investments, Investment Banking, Venture Capital, Private Equity, Mergers, Financial Modeling
Education
University of Alberta 1982 — 1987
BA, Economics
University of California, Los Angeles
Graduate Studies, International Business and Finance
Deborah Deen's Canaccord Genuity Inc. Experience Director, Capital MarketsProvince of Manitoba1998 - 2009
Job Vice President, Debt Capital Markets at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. Director, Capital MarketsProvince of Manitoba1998 - 2009
Education
The University of Winnipeg
Economics
University of Manitoba
Finance
Canaccord Genuity Inc. Director, Capital MarketsProvince of Manitoba1998 - 2009
Education
The University of Winnipeg
Economics
University of Manitoba
Finance
Gail Fetting's Canaccord Genuity Inc. Experience January 2007 - May 2010
Job EA at Gluskin Sheff + Associates
Industry Investment Management
Experience
Gluskin Sheff + Associates May 2010 - Present
Canaccord Genuity Inc. January 2007 - May 2010
Skills
High Net Worth..., Microsoft Office, Travel Arrangements, Customer Service, Fixed Income, Investments
Education
University of Calgary
Gluskin Sheff + Associates May 2010 - Present
Canaccord Genuity Inc. January 2007 - May 2010
Skills
High Net Worth..., Microsoft Office, Travel Arrangements, Customer Service, Fixed Income, Investments
Education
University of Calgary
Elizabeth Fife's Canaccord Genuity Inc. Experience November 2012 - February 2013
Job Founder & CEO at Batter & Cream
Industry Food & Beverages
Experience
Batter & Cream March 2013 - Present
Canaccord Genuity Inc. November 2012 - February 2013
Lazard June 2009 - July 2012
Education
University of Pennsylvania 2005 — 2009
Batter & Cream March 2013 - Present
Canaccord Genuity Inc. November 2012 - February 2013
Lazard June 2009 - July 2012
Education
University of Pennsylvania 2005 — 2009
mark sigal's Canaccord Genuity Inc. Experience June 2013 - Present
Job Vice President, Equity Research at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. June 2013 - Present
Canaccord Genuity Inc. April 2012 - May 2013
Canaccord Genuity Inc. June 2006 - March 2012
Skills
Research, Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Windows, Outlook, Photoshop, Bloomberg, Capital IQ, ThomsonOne, Financial Analysis, Financial Modeling, Equity Research
Education
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
East Greenwich high school 1998 — 2002
Canaccord Genuity Inc. June 2013 - Present
Canaccord Genuity Inc. April 2012 - May 2013
Canaccord Genuity Inc. June 2006 - March 2012
Skills
Research, Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Windows, Outlook, Photoshop, Bloomberg, Capital IQ, ThomsonOne, Financial Analysis, Financial Modeling, Equity Research
Education
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
East Greenwich high school 1998 — 2002
Bobby Burleson's Canaccord Genuity Inc. Experience January 2008 - Present
Job Managing Director at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2008 - Present
ThinkEquity LLC September 2004 - December 2008
Education
University of California, Berkeley
Canaccord Genuity Inc. January 2008 - Present
ThinkEquity LLC September 2004 - December 2008
Education
University of California, Berkeley
David Cheadle's Canaccord Genuity Inc. Experience January 2005 - July 2010
Job Managing Partner at Black Spruce Merchant Capital
Industry Financial Services
Experience
Black Spruce Merchant Capital September 2013 - Present
Raymond James Ltd. September 2010 - July 2013
Canaccord Genuity Inc. January 2005 - July 2010
Skills
Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Financial Advisory, Financial Modeling, Accounting
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Black Spruce Merchant Capital September 2013 - Present
Raymond James Ltd. September 2010 - July 2013
Canaccord Genuity Inc. January 2005 - July 2010
Skills
Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Financial Advisory, Financial Modeling, Accounting
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Jason Keighery's Canaccord Genuity Inc. Experience January 2009 - Present
Job Senior Managing Director Head of US Derivatives at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2009 - Present
GFI Group January 2004 - July 2008
Skills
US Equity Derivative...
Education
University of North Carolina at Charlotte 1994 — 1997
Bachelor of Science (BS), Business/Commerce, General
Canaccord Genuity Inc. January 2009 - Present
GFI Group January 2004 - July 2008
Skills
US Equity Derivative...
Education
University of North Carolina at Charlotte 1994 — 1997
Bachelor of Science (BS), Business/Commerce, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.