Cathay Financial
Industry: Business bank
DescriptionHeadquarters: Taipei, Taiwan Founder: Tsai Wan-lin Founded: December 31, 2001 Subsidiaries: Cathay Life Insurance, Cathay United Bank,
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Cathay Financial Employees
Employee
Years
Job
Industry
Daniel Rascoe, MSF Daniel Rascoe, MSF's Cathay Financial Experience July 1998 - February 2002
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
David Orlando David Orlando's Cathay Financial Experience March 2000 - October 2007
Job Retail Mortgage Underwriter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Miller Tabak December 2007 - March 2011
Cathay Financial March 2000 - October 2007
PaineWebber 1996 - 2000
Kidder Peabody 1993 - 1995
Skills
Series 24, Series 7, Series 63, Series 55, Equity Trading, Compliance, Option Trading, Merger Arb, Pairs Trading, Stub Trading, Algorithms, VWAP, Dark Pools, capital commitment, ETFs, Equity Derivatives, FINRA, Options, Securities
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
JPMorgan Chase March 2012 - Present
Miller Tabak December 2007 - March 2011
Cathay Financial March 2000 - October 2007
PaineWebber 1996 - 2000
Kidder Peabody 1993 - 1995
Skills
Series 24, Series 7, Series 63, Series 55, Equity Trading, Compliance, Option Trading, Merger Arb, Pairs Trading, Stub Trading, Algorithms, VWAP, Dark Pools, capital commitment, ETFs, Equity Derivatives, FINRA, Options, Securities
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Susan M. Donofrio, MBA Susan M. Donofrio, MBA's Cathay Financial Experience January 2005 - September 2007
Job Investor Relations Officer, MultiIndustry Experience
Industry Investment Management
Experience
Novartis AG November 2013 - June 2015
Hawaiian Airlines January 2011 - November 2013
Cathay Financial January 2005 - September 2007
Fulcrum Global Partners May 2004 - January 2005
Deutsche Bank May 1996 - March 2004
Skills
Financial Modeling, Stock Picking, Equity Research, Equities, Valuation, Investor Relations, Capital Markets, Investments, Financial Analysis, Equity Valuation, Investment Banking, Hedge Funds, Series 7, Asset Managment, Portfolio Management, Corporate Finance, Alternative Investments, Securities, Corporate Development, Fixed Income, Finance, Analysis, Restructuring, Strategy, Asset Management
Education
Pace University - Lubin School of Business 1994 — 1998
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
B.A., Economics & English
Millburn 1981 — 1984
High School
Novartis AG November 2013 - June 2015
Hawaiian Airlines January 2011 - November 2013
Cathay Financial January 2005 - September 2007
Fulcrum Global Partners May 2004 - January 2005
Deutsche Bank May 1996 - March 2004
Skills
Financial Modeling, Stock Picking, Equity Research, Equities, Valuation, Investor Relations, Capital Markets, Investments, Financial Analysis, Equity Valuation, Investment Banking, Hedge Funds, Series 7, Asset Managment, Portfolio Management, Corporate Finance, Alternative Investments, Securities, Corporate Development, Fixed Income, Finance, Analysis, Restructuring, Strategy, Asset Management
Education
Pace University - Lubin School of Business 1994 — 1998
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
B.A., Economics & English
Millburn 1981 — 1984
High School
Vanessa Chiu Vanessa Chiu's Cathay Financial Experience June 2013 - August 2013
Job Interactive Marketing & eCommerce at Lancôme USA
Industry Cosmetics
Experience
UNIQLO June 2015 - Present
Lancôme - L'Oréal USA June 2014 - Present
Cathay Financial June 2013 - August 2013
The Estée Lauder Companies Inc. July 2011 - July 2011
Chung-Chen Animal Hospital July 2009 - July 2009
Skills
Economics, Oil Painting, PowerPoint, Public Relations, Translation, Coremetrics Analytics, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office
Education
New York University 2010 — 2014
Bachelor of Arts (BA), Economics
UNIQLO June 2015 - Present
Lancôme - L'Oréal USA June 2014 - Present
Cathay Financial June 2013 - August 2013
The Estée Lauder Companies Inc. July 2011 - July 2011
Chung-Chen Animal Hospital July 2009 - July 2009
Skills
Economics, Oil Painting, PowerPoint, Public Relations, Translation, Coremetrics Analytics, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office
Education
New York University 2010 — 2014
Bachelor of Arts (BA), Economics
Howard Tubin's Cathay Financial Experience 2001 - 2006
Job Analyst at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners December 2014 - Present
RBC Capital Markets June 2006 - November 2014
Cathay Financial 2001 - 2006
PaineWebber/UBS 1998 - 2001
Skills
Valuation, Equity Research, Bloomberg, Investment Banking, Equity Valuation, Capital Markets, Equities, Financial Modeling, Private Equity, Venture Capital, Series 7, DCF, Alternative Investments
Education
Rutgers Graduate School of Management 1992 — 1994
M.B.A., Finance
Clark University 1985 — 1989
Guggenheim Partners December 2014 - Present
RBC Capital Markets June 2006 - November 2014
Cathay Financial 2001 - 2006
PaineWebber/UBS 1998 - 2001
Skills
Valuation, Equity Research, Bloomberg, Investment Banking, Equity Valuation, Capital Markets, Equities, Financial Modeling, Private Equity, Venture Capital, Series 7, DCF, Alternative Investments
Education
Rutgers Graduate School of Management 1992 — 1994
M.B.A., Finance
Clark University 1985 — 1989
Roger Sachs, CFA's Cathay Financial Experience 1997 - 2004
Job Vice President Investor Relations at GENPACT
Industry Financial Services
Experience
GENPACT May 2015 - Present
Dun & Bradstreet 2010 - May 2014
Societe Generale 2006 - 2009
Julius Baer Investment Management 2004 - 2006
Cathay Financial 1997 - 2004
TIAA-CREF 1995 - 1997
TIAA-CREF 1993 - 1995
Skills
Financial Modeling, Portfolio Management, Investor Relations, Valuation, Equities, Investments, Bloomberg, Equity Research, Asset Allocation, Strategy, Competitive Analysis, Trading, Securities, Economics, Financial Risk, Hedge Funds, Financial Analysis
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Corporate Finance
University of Delaware 1984 — 1988
BSBA, Finance & Marketing
GENPACT May 2015 - Present
Dun & Bradstreet 2010 - May 2014
Societe Generale 2006 - 2009
Julius Baer Investment Management 2004 - 2006
Cathay Financial 1997 - 2004
TIAA-CREF 1995 - 1997
TIAA-CREF 1993 - 1995
Skills
Financial Modeling, Portfolio Management, Investor Relations, Valuation, Equities, Investments, Bloomberg, Equity Research, Asset Allocation, Strategy, Competitive Analysis, Trading, Securities, Economics, Financial Risk, Hedge Funds, Financial Analysis
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Corporate Finance
University of Delaware 1984 — 1988
BSBA, Finance & Marketing
Eric Sendrow's Cathay Financial Experience February 2007 - October 2007
Job Equity Research Associate Analyst at Majestic Research
Industry Financial Services
Experience
Majestic Research July 2008 - Present
Cathay Financial February 2007 - October 2007
The Buckingham Research Group October 2005 - February 2007
Prudential Financial 2002 - 2005
Education
Bucknell University 1996 — 1999
Majestic Research July 2008 - Present
Cathay Financial February 2007 - October 2007
The Buckingham Research Group October 2005 - February 2007
Prudential Financial 2002 - 2005
Education
Bucknell University 1996 — 1999
Hunter Ross, CFA's Cathay Financial Experience March 2007 - November 2007
Job Trader
Industry Capital Markets
Experience
Lagoda Investment Management 2014 - Present
Amber Capital January 2007 - November 2012
Cathay financial March 2007 - November 2007
citigroup 2000 - 2007
bear wagner specialists 1999 - 2001
gotham trading llc 1996 - 1999
timber hill 1994 - 1996
Skills
CFA Charterholder, Hedge Funds, Equity Trading, Options, Series 7, Equities, FX trading, Credit Derivatives, Currency, Bloomberg, Derivatives, Equity Derivatives, Fixed Income, Chartered Financial..., Trading, Trading Systems, Capital Markets, Financial Markets, Alternative Investments
Education
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Montclair High School 1986 — 1990
Lagoda Investment Management 2014 - Present
Amber Capital January 2007 - November 2012
Cathay financial March 2007 - November 2007
citigroup 2000 - 2007
bear wagner specialists 1999 - 2001
gotham trading llc 1996 - 1999
timber hill 1994 - 1996
Skills
CFA Charterholder, Hedge Funds, Equity Trading, Options, Series 7, Equities, FX trading, Credit Derivatives, Currency, Bloomberg, Derivatives, Equity Derivatives, Fixed Income, Chartered Financial..., Trading, Trading Systems, Capital Markets, Financial Markets, Alternative Investments
Education
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Montclair High School 1986 — 1990
Mitch Fang's Cathay Financial Experience May 1994 - March 2007
Job Sales Trader Risk Arbitrage
Industry Financial Services
Experience
Cantor Fitzgerald October 2010 - Present
RBC Capital Markets March 2007 - February 2008
Cathay Financial May 1994 - March 2007
Skills
Trading
Education
City University of New York-Brooklyn College 1982 — 1987
BS, accounting
Cantor Fitzgerald October 2010 - Present
RBC Capital Markets March 2007 - February 2008
Cathay Financial May 1994 - March 2007
Skills
Trading
Education
City University of New York-Brooklyn College 1982 — 1987
BS, accounting
Stephen Velgot's Cathay Financial Experience 2003 - October 2007
Job Former Head of Event Driven Research at Renaissance Macro Research
Industry Financial Services
Experience
Renaissance Macro Research 2014 - May 2015
ICAP 2012 - November 2013
Susquehanna International Group November 2007 - January 2012
Cathay Financial 2003 - October 2007
Skills
Equity Research, Hedge Funds, Bloomberg, Investments, Arbitrage, Options, Event-driven special..., Equities, Equity Valuation, Financial Modeling, Alternative Investments, Value Investing, Valuation, Series 7, Capital Markets, ETFs, Risk Arbitrage
Education
Cornell University 1983 — 1987
Bachelor of Science, Operations Research
New York University 1988 — 1992
MBA, Finance
Renaissance Macro Research 2014 - May 2015
ICAP 2012 - November 2013
Susquehanna International Group November 2007 - January 2012
Cathay Financial 2003 - October 2007
Skills
Equity Research, Hedge Funds, Bloomberg, Investments, Arbitrage, Options, Event-driven special..., Equities, Equity Valuation, Financial Modeling, Alternative Investments, Value Investing, Valuation, Series 7, Capital Markets, ETFs, Risk Arbitrage
Education
Cornell University 1983 — 1987
Bachelor of Science, Operations Research
New York University 1988 — 1992
MBA, Finance
Valerie Schaefer's Cathay Financial Experience 1999 - 2004
Job Business Process Analyst at AIG
Industry Financial Services
Experience
AIG May 2015 - Present
Morgan Stanley April 2012 - May 2015
JPMorganChase 2004 - April 2012
Cathay Financial LLC April 2002 - February 2004
Cathay Financial 1999 - 2004
Jefferson Wells International January 2001 - April 2002
Fund April 1999 - December 2000
Kim Eng Securities U.S.A., Inc January 1996 - January 1999
Kim Eng Securities 1996 - 1999
Indosuez Capital Securities January 1991 - January 1996
Skills
Business Objects, SAP, System Conversion, Options, Hedge Funds, Equities, Accounting, Financial Analysis, Securities, Investment Banking, Account Reconciliation, Investments, Management, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
C.W. Post College/LIU
Bachelor of Science (BS), Accounting
AIG May 2015 - Present
Morgan Stanley April 2012 - May 2015
JPMorganChase 2004 - April 2012
Cathay Financial LLC April 2002 - February 2004
Cathay Financial 1999 - 2004
Jefferson Wells International January 2001 - April 2002
Fund April 1999 - December 2000
Kim Eng Securities U.S.A., Inc January 1996 - January 1999
Kim Eng Securities 1996 - 1999
Indosuez Capital Securities January 1991 - January 1996
Skills
Business Objects, SAP, System Conversion, Options, Hedge Funds, Equities, Accounting, Financial Analysis, Securities, Investment Banking, Account Reconciliation, Investments, Management, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
C.W. Post College/LIU
Bachelor of Science (BS), Accounting
Andrea Dalton, CFA's Cathay Financial Experience 1996 - 1997
Job Research Team Leader at Friess Associates
Industry Investment Management
Experience
Friess Associates 2000 - Present
Palisade Capital Management 1997 - 1999
Cathay Financial 1996 - 1997
Gabelli & Partners 1995 - 1996
Skills
Equities, Financial Modeling, Investment Management, Valuation, Asset Management, Investments, Portfolio Management, Equity Research, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies, Risk Management, Securities, Investor Relations, Capital Markets, Private Equity, Business Strategy, Business Valuation, Equity Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), International Business & Finance
Columbia University - School of International and Public Affairs
Master of International Affairs, International Business
Vassar College
Bachelor of Arts (B.A.), Asian Studies
Friess Associates 2000 - Present
Palisade Capital Management 1997 - 1999
Cathay Financial 1996 - 1997
Gabelli & Partners 1995 - 1996
Skills
Equities, Financial Modeling, Investment Management, Valuation, Asset Management, Investments, Portfolio Management, Equity Research, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies, Risk Management, Securities, Investor Relations, Capital Markets, Private Equity, Business Strategy, Business Valuation, Equity Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), International Business & Finance
Columbia University - School of International and Public Affairs
Master of International Affairs, International Business
Vassar College
Bachelor of Arts (B.A.), Asian Studies
Todd Schwartzman, CFA's Cathay Financial Experience July 2001 - May 2002
Job VP, Senior Supervisory Analyst, Research and Compliance at Ladenburg Thalmann & Co. Inc.
Industry Financial Services
Experience
Ladenburg Thalmann & Co. Inc. June 2015 - Present
Sidoti & Company, LLC December 2002 - June 2015
Cathay Financial July 2001 - May 2002
Value Line November 1996 - July 2001
Skills
Equities, Equity Research, Series 7, Bloomberg, Securities, Series 16, CFA charter, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Portfolio Management, Asset Management, Regulatory Compliance, Editing, Equity Valuation, Fixed Income, Investments
Education
Fordham Gabelli School of Business
MBA, Finance
Syracuse University - S.I. Newhouse School of Public Communications
BS, Public Relations
Ladenburg Thalmann & Co. Inc. June 2015 - Present
Sidoti & Company, LLC December 2002 - June 2015
Cathay Financial July 2001 - May 2002
Value Line November 1996 - July 2001
Skills
Equities, Equity Research, Series 7, Bloomberg, Securities, Series 16, CFA charter, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Portfolio Management, Asset Management, Regulatory Compliance, Editing, Equity Valuation, Fixed Income, Investments
Education
Fordham Gabelli School of Business
MBA, Finance
Syracuse University - S.I. Newhouse School of Public Communications
BS, Public Relations
George P Stergio's Cathay Financial Experience 2002 - 2003
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2009 - Present
Old Lane April 2008 - January 2009
Deutsche Bank 2004 - April 2008
Bank of New York Mellon 2003 - 2004
Cathay Financial 2002 - 2003
Goldman Sachs 1999 - 2002
Goldman Sachs 1996 - 1999
Ernst & Young 1993 - 1996
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Structured Products, Product Control, Equity Derivatives, Financial Reporting, Series 7, FINRA, Series 63, Credit Derivatives
Education
State University of New York at Buffalo - School of Management 1989 — 1993
BS, Accounting / MIS
Susan E. Wagner High School 1985 — 1989
Deutsche Bank January 2009 - Present
Old Lane April 2008 - January 2009
Deutsche Bank 2004 - April 2008
Bank of New York Mellon 2003 - 2004
Cathay Financial 2002 - 2003
Goldman Sachs 1999 - 2002
Goldman Sachs 1996 - 1999
Ernst & Young 1993 - 1996
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Structured Products, Product Control, Equity Derivatives, Financial Reporting, Series 7, FINRA, Series 63, Credit Derivatives
Education
State University of New York at Buffalo - School of Management 1989 — 1993
BS, Accounting / MIS
Susan E. Wagner High School 1985 — 1989
Jason Pront's Cathay Financial Experience 2005 - 2007
Job Head of Asia Trading at Owl Creek Asset Management
Industry Financial Services
Experience
Owl Creek Asset Management October 2007 - Present
Cathay Financial 2005 - 2007
American Stock Exchange 2001 - 2005
Skills
Hedge Funds, Equities, ETFs, Equity Trading, Trading, Alternative Investments, Fixed Income, Options, Asian markets, Derivatives, Equity Derivatives, Credit Trading, FX trading, Series 7, Bloomberg, Volatility, Securities, Financial Markets, Electronic Trading
Education
Cornell University 1996 — 2000
Tenafly
Owl Creek Asset Management October 2007 - Present
Cathay Financial 2005 - 2007
American Stock Exchange 2001 - 2005
Skills
Hedge Funds, Equities, ETFs, Equity Trading, Trading, Alternative Investments, Fixed Income, Options, Asian markets, Derivatives, Equity Derivatives, Credit Trading, FX trading, Series 7, Bloomberg, Volatility, Securities, Financial Markets, Electronic Trading
Education
Cornell University 1996 — 2000
Tenafly
Matt Sindell's Cathay Financial Experience 2004 - 2007
Job Institutional Sales and Trading at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group sales traderSIG, LLP2007 - Present
Cathay Financial 2004 - 2007
Ladenburg Thalmann 1994 - 2003
Education
Skidmore College 1989 — 1993
Rye Neck High School 1985 — 1989
Susquehanna International Group sales traderSIG, LLP2007 - Present
Cathay Financial 2004 - 2007
Ladenburg Thalmann 1994 - 2003
Education
Skidmore College 1989 — 1993
Rye Neck High School 1985 — 1989
Eric Sendrow's Cathay Financial Experience February 2007 - October 2007
Job Vice President; Equity Research Associate Analyst Hardline & Automotive Retail at ITG Investment Research
Industry Financial Services
Experience
ITG Investment Research July 2008 - Present
Majestic Research (now ITG Investment Research) July 2008 - October 2010
Cathay Financial February 2007 - October 2007
Buckingham Research Group October 2005 - February 2007
Prudential Equity Group June 2002 - September 2005
Autodata Corp. January 2000 - January 2001
Skills
Valuation
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Bucknell University 1996 — 1999
BS, Business Management & Economics double major
ITG Investment Research July 2008 - Present
Majestic Research (now ITG Investment Research) July 2008 - October 2010
Cathay Financial February 2007 - October 2007
Buckingham Research Group October 2005 - February 2007
Prudential Equity Group June 2002 - September 2005
Autodata Corp. January 2000 - January 2001
Skills
Valuation
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Bucknell University 1996 — 1999
BS, Business Management & Economics double major
Kim Blackmore's Cathay Financial Experience 2001 - 2007
Job Director, Financial & Operations Principal at Marsh & McLennan
Industry Financial Services
Experience
Marsh & McLennan Companies September 2008 - Present
Jacobs Levy Equity Management February 2008 - September 2008
Cathay Financial 2001 - 2007
Benten Management LLC 2001 - 2007
HSBC Securities 1996 - 2001
Yamaichi International (America) Inc. November 1995 - September 1996
BNP Paribas November 1993 - October 1995
UBS Investment Bank February 1992 - November 1993
Price Waterhouse Coopers 1988 - 1992
Skills
Trading, Enterprise Risk..., Series 7, Hedge Funds, Accounting, Finance, Financial Analysis, Securities, FINRA, Financial Services, Retirement, Investments, Series 24, Capital Markets, Equities, Insurance, Risk Management, Series 63, Investment Advisory, Strategic Financial..., Portfolio Management, Financial Modeling, AML, Banking, Management, Leadership, Private Equity, Mergers & Acquisitions, Valuation, Business Analysis, Brokerage, Budgets, Executive Management, Derivatives, Financial Risk, Auditing, Bloomberg, Due Diligence, Process Improvement, Investment Banking, Wealth Management, Alternative Investments, Asset Managment, Forecasting, Fixed Income, Corporate Finance, Strategy, Change Management, Equity Trading, Financial Reporting
Education
University of California, Los Angeles
Bachelors, Economics
Marsh & McLennan Companies September 2008 - Present
Jacobs Levy Equity Management February 2008 - September 2008
Cathay Financial 2001 - 2007
Benten Management LLC 2001 - 2007
HSBC Securities 1996 - 2001
Yamaichi International (America) Inc. November 1995 - September 1996
BNP Paribas November 1993 - October 1995
UBS Investment Bank February 1992 - November 1993
Price Waterhouse Coopers 1988 - 1992
Skills
Trading, Enterprise Risk..., Series 7, Hedge Funds, Accounting, Finance, Financial Analysis, Securities, FINRA, Financial Services, Retirement, Investments, Series 24, Capital Markets, Equities, Insurance, Risk Management, Series 63, Investment Advisory, Strategic Financial..., Portfolio Management, Financial Modeling, AML, Banking, Management, Leadership, Private Equity, Mergers & Acquisitions, Valuation, Business Analysis, Brokerage, Budgets, Executive Management, Derivatives, Financial Risk, Auditing, Bloomberg, Due Diligence, Process Improvement, Investment Banking, Wealth Management, Alternative Investments, Asset Managment, Forecasting, Fixed Income, Corporate Finance, Strategy, Change Management, Equity Trading, Financial Reporting
Education
University of California, Los Angeles
Bachelors, Economics
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon