CIBC Investor Services Inc.
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CIBC Investor Services Inc. Employees
FlightHub December 2014 - Present
BlueStar Canada February 2011 - December 2014
UAP INC 2010 - 2011
BlueStar Canada October 2006 - 2010
CIBC Investor Services Inc October 2003 - October 2006
Skills
Project Management, Distribution Strategies, Employee Management, Microsoft Office, Information Technology, Marketing Budget..., Adobe Creative Suite, Product Management, Channel, Business Development, Product Development, CRM, Marketing Strategy, Client-focused, Marketing, Management, Leadership, Sales, Solution Selling, Channel Partners, Online Marketing, Strategic Partnerships, B2B, Marketing Communications, Lead Generation, B2B Marketing, Product Marketing
Education
Concordia University 2000 — 2003
BCOMM, Marketing
PMI Institute 2012 — 2013
CAPM, Project Managerment
Google Education Center 2010 — 2010
Cerified Google Advertising Professional, Google Adwords
Vanier College 1998 — 2000
DEC, COMMERCE
Bank of Montreal January 2014 - Present
Bank of Montreal (China) Co. Ltd. August 2010 - October 2013
CIBC Investor Services Inc. September 2007 - June 2010
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Credit Analysis, Consumer Lending, Portfolio Management, Investments, Small Business Lending, Mutual Funds, Wealth Management, Residential Mortgages, Cross Selling, Refinance, Lines Of Credit, Retirement Planning, Credit Cards, Equities, Asset Management, Financial Advisory, Customer Service
Education
Telfer School of Management at the University of Ottawa 2003 — 2005
Master of Business Administration (MBA), Business/Commerce, General
East China Institute of Technology 1997 — 2001
Bachelor's degree, Accounting and Finance
RBC Capital Markets March 2014 - Present
CIBC World Markets April 2010 - March 2014
CIBC Investor Services Inc. November 2008 - April 2010
RBC Royal Bank May 2007 - June 2008
Skills
Derivatives, Equities, Capital Markets, Microsoft Excel, Economics, Bloomberg, VBA, Fixed Income, Financial Risk, Portfolio Management, Equity Derivatives, Investments, Banking, Trading
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master's Degree, Finance (MFin)
The University of British Columbia 2003 — 2007
Bachelor's Degree, Economics and Commerce
CIBC Investor Services Inc. July 2015 - Present
CIBC December 2010 - Present
AEGON Canada / Transamerica September 2009 - December 2010
CIBC June 2009 - September 2009
Univeris June 2007 - March 2009
DSPA Software April 2002 - June 2006
Sun Life Financial March 2001 - April 2002
InSystems Technologies July 1996 - May 2000
Skills
Business Analysis, Requirements Analysis, SDLC, Process Engineering, Documentation, Process Improvement, Mentoring, Insurance, SharePoint, Software Documentation, Requirements Gathering, Visio, Business Process..., User Acceptance Testing, Business Process, Vendor Management, Risk Management, Business Requirements
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA
University of Waterloo 1991 — 1996
BES, Urban and Regional Planning
PSP Investments August 2014 - Present
Ameghino Capital Inc. (Start-up company) July 2013 - July 2014
Fiera Capital Corporation April 2012 - April 2013
Natcan Investment Management Inc. October 2008 - April 2012
Natcan Investment Management Inc. June 2006 - October 2008
Natcan Investment Management Inc. May 2003 - June 2006
CIBC Investor Services Inc. 2001 - May 2003
CIBC Investor Services Inc. 1999 - 2001
CIBC Investor Services Inc. 1996 - 1999
CIBC Investor Services Inc. 1995 - 1996
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Asset Management, Portfolio Management, Investment Strategies, Alternative Investments, Hedge Funds, Asset Allocation
Education
Université du Québec à Montréal 1991 — 1994
B.A., History teaching
CIBC September 2015 - Present
CIBC Investor Services Inc. March 2015 - September 2015
CIBC Investor Services Inc. May 2012 - February 2015
CIBC September 2011 - May 2012
CIBC May 2007 - September 2010
CIBC August 2004 - 2007
Infinet Communications November 2002 - August 2004
Digital Rain Inc. November 1999 - July 2002
Skills
Usability Testing, User Experience, Information Architecture, Usability, User-centered Design, Requirements Gathering, Heuristic Evaluation, Usability Engineering, User Interface Design, Use Case Analysis, SEO, User Research, User Scenarios, web traffic analysis, search engine..., digital analytics, Business Analysis, User Experience Design, User Interface, Web Analytics, Wire Framing, Wireframes
Education
The University of British Columbia 2014 — 2015
UBC/DAA Award of Achievement in Digital Analytics
UofT, School of Information 2011 — 2013
Continuing Education
Canadian Securities Institute 2011 — 2012
Canadian Securities Course (CSC)
University of Toronto
Masters, Information Studies, Information Systems
Dalhousie University
Bachelor of Science, Microbiology and Immunology
STATE STREET, State Street Global Investors January 2011 - February 2014
State Street November 2009 - January 2011
MANPOWER INC March 2009 - November 2009
CIBC INVESTOR SERVICES INC August 2008 - February 2009
Education
CFA INSTITUTE, CHARTERED FINANCIAL ANALYST
CSI GLOBAL EDUCATION INC
Queens University
Bachelor of Arts, Honours (BAH), Applied Economics
THE JOSEPH L. ROTMAN SCHOOL OF MANAGEMENT, University of Toronto