CIBC Mellon
Industry: Financial services company
DescriptionCIBC Mellon was founded in 1996 as a joint venture between the Canadian Imperial Bank of Commerce and the Mellon Financial Corporation to offer asset servicing to institutional investors. CEO: Thomas S. Monahan (2 Nov 2009–) Number of employees: 1,300 Headquarters: Toronto, Canada Founded: 1996, Toronto, Canada Area served: Canada Owner: 50% CIBC; 50% BNY Mellon
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CIBC Mellon Employees
Level up December 2013 - Present
DiscX March 2008 - Present
CIBC Mellon February 2007 - June 2007
Education
GISMA Business School 2005 — 2006
MBA, Finance
Purdue University 2005 — 2006
MBA, Finance
University of Victoria 2001 — 2005
Undergraduate, Economics
University of Victoria 2001 — 2005
rundle college 1996 — 2001
Rundle College 1995 — 2001
High School
Christopher Robin
Century 21 Briscoe Estates Ltd. November 2003 - Present
IBM 2000 - 2002
CIBC Mellon 1999 - 2000
Skills
Marketing, Negotiation, Selling, Real Estate, Lead Generation, Small Business, Sales, Contract Negotiation, Training, Leadership, Account Management, Team Building, Management, Direct Sales
Education
Durham College
Business, Marketing
OMERS August 2013 - Present
D+H June 2010 - July 2013
Giffin Koerth Inc. April 2009 - June 2010
CIBC Mellon August 2005 - April 2009
KPMG August 2001 - August 2005
Skills
CISSP, Security, Information Security, Information Security..., Risk Assessment, Risk Management, Business Continuity, Vulnerability Assessment, ITIL, Enterprise Risk..., Vendor Management, Penetration Testing, Governance, Security Architecture..., Project Management, Security Policy, Network Security, Data Center, Computer Security, Active Directory, Solution Architecture, Network Architecture, IPS
Education
Dalhousie University 1994 — 1998
Bachelor of Commerce, Business Management
CIBC Mellon October 2006 - Present
CIBC Mellon May 2002 - October 2006
CIBC Mellon September 1998 - August 2001
Metroland September 1993 - June 2001
Skills
Microsoft Excel, Financial Analysis, Banking, Business Analysis, Investments, Accounting, Finance, Analysis, Financial Reporting, Mutual Funds, Capital Markets
Education
Ryerson University 2000 — 2002
Bachelor of Commerce (B.Com.), Accounting
Humber College 1997 — 1999
Accountancy Diploma Co-op Program, Accounting
CIBC Mellon May 2004 - March 2014
Consulting April 2002 - April 2004
TD 2000 - 2002
TD 1997 - 2000
TD 1994 - 1997
TD 1991 - 1994
EY 1967 - 1970
EY 1967 - 1970
Skills
Analysis, Change Management, Business Process..., Business Analysis, Business Strategy, Business Planning, Mergers & Acquisitions, Project Management, Collaborative Problem..., Competitive Analysis, Financial Forecasting, Performance Measurement, Key Performance..., Finance Systems, Team Building, Cross-functional Team..., Change Leadership, Operational Risk..., FATCA
Education
The Canadian Institute of Chartered Accountants 1967 — 1970
Chartered Accountant
Dalhousie University 1963 — 1967
Bachelor's Degree, Commerce
CIBC Mellon July 1998 - Present
Skills
MS Project, Project Management, Business Analysis, Fund Accounting, InvestOne, ETF, Global Custody, Web Intelligence, Planview Enterprise, Microsoft Excel, Microsoft Word, Visio, QMF, QMF for Windows, SAS, CICS, Fund Administration, SDLC
Education
McMaster University 1990 — 1992
Bachelor's degree, Economics
Carleton University 1985 — 1989
Industrial Desgin
CIBC Mellon 1997 - Present
CPBI 2008 - 2014
Canada Trust March 1992 - July 1997
Hay Stationery July 1992 - February 1993
Mictrotronix 1989 - 1991
Skills
Bilingualism, Project Management, Leadership, Six Sigma, Lean Thinking, Presentations, Client Liaison, Analysis, Securities, Financial Services, Financial Analysis, Mutual Funds, Risk Management, Fund Accounting, Investments, Alternative Investments, Equities, Banking, Pensions, Management
Education
Western University 2006 — 2011
Bachelor of Arts, Psychology
Fanshawe College
Office Administration Certificate
PwC September 2013 - Present
CIBC Mellon May 2012 - August 2012
US Jesco International, Ltd., Inc. May 2011 - August 2011
CIBC May 2010 - August 2010
Community Living BC June 2009 - August 2009
Education
Richard Ivey School of Business, University of Western Ontario (UWO) 2011 — 2013
Bachelor of Arts, Business Administration
Ivey Business School at Western University 2009 — 2013
SapientNitro 2013 - Present
TELUS 2011 - 2013
TELUS 2009 - 2011
CIBC Mellon 2008 - 2008
Ivey Business School 2007 - 2008
Sapient 2003 - 2007
Skills
Business Modeling, Cross-functional Team..., Strategic Planning, Planning, Telecommunications, Customer Relations, Financial Analysis, Financial Modeling, Project Planning, Business Analysis, Customer Service, Business Case, Program Management, Strategic Negotiations, Team Building, Employee Engagement, Customer Engagement, Executive Reporting, Sales Compensation, Business Planning, Strategic Financial..., Succession Planning, Market Planning, RFP Generation, Reporting & Analysis, Performance Reporting, Ad Hoc Reporting, Corporate Finance, Corporate Development, International Project..., Management, Analytics, Team Leadership, Business Strategy, Analysis, Project Management, Marketing Strategy, P&L Management, B2B, Integrated Marketing, Executive Management
Education
Ivey Business School at Western University
Master of Business Administration
University of Waterloo
Bachelor of Mathematics, Honours - Co-operative Program
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
CIBC Mellon May 2013 - August 2013
Richardson GMP May 2012 - August 2012
Skills
Finance, Capital Markets, Bloomberg, Leadership, Economics, Project Planning, Equities, Investments, Data Analysis, Financial Services, Marketing, Investment Banking
Education
Richard Ivey School of Business 2013 — 2015
Bachelor of Arts, Honours Business Administration (HBA)
University of Western Ontario (UWO) 2011 — 2013
Bachelor of Arts, Honours Specialization in Political Science
CIBC Mellon September 2012 - Present
Citicards Canada Inc. August 2004 - August 2012
TD Bank October 1997 - August 2004
Compu-Quote Inc June 1996 - June 1997
Skills
COBOL, SAS, JCL, Oracle SQL, Crystal Reports, Mainframe, Microsoft Office, Data Warehousing, DB2, Microsoft SQL Server, Unix
Education
Brock University 1992 — 1996
Bachelor of Science with Distinction, Computer Science
CIBC Mellon August 2013 - Present
Liberty Tax Service February 2013 - June 2013
Fredvictor January 2013 - January 2013
KPMG September 2012 - November 2012
OSPCA January 2012 - January 2012
ACCTAX Solutions Inc. December 2009 - January 2012
Thorncliffe Neighbourhood Office June 2008 - July 2008
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Accounting, Payroll, Invoicing, Variance Analysis, Journal Entries, Financial Statements, Bank Reconciliation, Financial Reporting, Accpac, Financial Accounting, Financial Analysis, Auditing, Tax, General Ledger, Internal Controls, IFRS, Income Tax
Education
York University 2009 — 2012
BAS Specialized Honours in Accounting, Accounting
Canadian Securities Institute 2011 — 2011
CSC, Investments and Securities
Humber College 2006 — 2009
Diploma, Accounting
CFA Institute
CFA Level 3, Investments and Securities
CGA Ontario
CGA Level 5, Accounting
CIBC Mellon August 2008 - Present
CIBC Mellon February 2013 - April 2015
CIBC Mellon August 2008 - January 2013
ING Direct January 2007 - August 2008
ING Bank January 2003 - December 2006
ING Bank January 1997 - December 2002
ING Bank June 1994 - December 1996
Skills
Financial Services, Relationship Management, Wealth Management, Banking, Investments, Mutual Funds, Private Banking, Management, Training, Retail Banking, Sales, Asset Allocation, Equities, People Management, Process Improvement, Business Development, Strategy, Change Management, Leadership, Project Management, Problem Solving, Analysis, Driving Results, Marketing, Communication, Decision Making, Client Relations, Client Services, Operations Management, Operational Planning, Financial Planning, Insurance, Asset Management, Quality Control, Department Budgeting, Recruiting, Coaching, Re-engineering, Service Delivery, Revenue & Profit Growth, Tax Planning
Education
Asia Management Development Centre, MET
MBA, Marketing & Advertising
University of Mumbai
Bachelor of Commerce, Accounting & Economics
CIBC Mellon March 2011 - Present
Skills
Vendor Management, Business Analysis, MS Project, Visio, Agile Project Management, Requirements Analysis, SDLC
Education
University of Toronto 2009 — 2009
Project Management
Carleton University 2002 — 2006
Bachelor's, Engineering
CIBC Mellon September 2011 - Present
CIBC Mellon June 2005 - September 2011
CIBC Mellon March 2001 - June 2005
TD Canada Trust 1998 - 2001
Skills
Coaching, Performance Management, Team Leadership, Employee Engagement, Leadership Development, Customer Service, Project Management, Adult Education
Education
Fanshawe College 2009 — 2010
Certificate, Corporate Training and Development
Fanshawe College 1997 — 2000
Certificate, Human Resources
University of Manitoba 1990 — 1994
BA, English/History/Biology
CIBC Mellon August 2012 - Present
CIBC Mellon October 2010 - Present
CIBC Mellon July 2006 - October 2010
CIBC Mellon August 2005 - July 2006
CIBC Mellon February 2005 - July 2005
Security Bank Corporation February 1995 - July 2003
Skills
Financial Management, Marketing Management, Operations, Banking, Treasury Management, Global Custody, Risk Management, Cost Control, Project Coordination, Managerial Finance, Mutual Funds, Financial Risk, Trading, Investments, Forecasting
Education
University of Toronto, School of Continuing studies 2007 — 2011
Certificate in Enterprise Risk Management
De La Salle University 1995 — 1999
Master of Business Administration (M.B.A.), Masters in Business Administration
CIBC Mellon June 2014 - September 2014
TD April 2011 - November 2013
Foundry Theatre Company September 2007 - 2013
TD 2004 - 2011
Desjardins Financial Security Life Assurance Company 2004 - 2004
Pricewaterhouse Coopers LLP 2003 - 2003
University of Toronto 2002 - 2002
Ontario Teachers’ Pension Plan Board 2001 - 2001
Visible Genetics 2000 - 2001
Skills
Event Management, Social Media, Event Planning, Editing, Marketing Communications, Nonprofits, Project Management, Research, Public Speaking, Public Relations, Community Outreach
Education
University of Oxford 2014 — 2015
Master of Science (M.Sc.), Medical Anthropology
University of Toronto 2011 — 2014
Double Major, English & Anthropology, High Distinction
George Brown College 2007 — 2008
Certificate, Instructing Adults
The American Musical and Dramatic Academy 1994 — 1996
Performing Arts
Compass Group Canada April 2001 - Present
Compass Group Canada June 2008 - March 2014
Compass Group 2001 - 2009
CIBC Mellon January 1997 - April 2001
Skills
Employee Relations, HR Policies, Employee Engagement, Performance Management, Talent Management, Training, Training Delivery, Motivation, Workshop Facilitation, Organizational..., E-Learning
Education
Langevin 2005 — 2011
Training Director Certification
Sheridan College 1990 — 1993
3 year Diploma, Human Resources
Athabasca University
Bachelor of HR (in progress)
Sturdivant & Co. August 2012 - Present
Buckman, Buckman & Reid June 2011 - August 2012
Auriga USA October 2008 - June 2011
Magna Securities Corp. 2001 - 2008
Magna Securities Corp. April 2001 - October 2007
CIBC Mellon March 1996 - March 2001
Skills
Team Leadership, Strategic Leadership, Client Development, Equities, International Equities, Options, Trading, Trading Systems, Securities, Equity Trading, Series 7, FINRA, Investment Advisory, Financial Markets, Investment Strategies, Risk Management, Investments, Asset Management, Portfolio Management, Capital Markets, Hedge Funds, Fixed Income
Education
York University 1997 — 2001
Bachelor of Arts, Economics
Humber College 1992 — 1994
Business Management Diploma
CIBC Mellon July 2013 - Present
CIBC Mellon October 2011 - Present
CIBC Mellon July 2011 - October 2011
Tech Start Business Solutions January 2000 - July 2011
Metroland Durham Region Media Group August 1988 - April 2009
Skills
Social Media, Online Advertising, Marketing Communications, Finance, Advertising, Social Media Marketing, Corporate Communications, Media Relations
Education
Durham College 1985 — 1987
Diploma, Journalism
TEKsystems September 2008 - Present
CIBC Mellon September 2006 - September 2008
Uni-Select Inc. March 2001 - August 2006
Skills
Technical Recruiting, Talent Acquisition
Education
Humber College 2001 — 2004
Accounting, Accounting
Barclays Capital August 2011 - Present
Barclays Capital May 2010 - August 2010
RBC Capital Markets October 2008 - July 2009
Deutsche Bank December 2007 - July 2008
M&A Strategy Consulting - Private practice January 2007 - November 2007
CIBC Mellon September 2005 - September 2006
Skills
Capital Markets, Bloomberg, Equities, Valuation, Investment Banking, Derivatives, Structured Finance, Financial Structuring, Swaps, Financial Modeling, Microsoft Excel, Financial Advisory, Manage Client..., Asset Backed Financing, Fixed Income, Intex, Portfolio Management, Banking
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Finance
University of Windsor 2001 — 2005
BBA, Finance & Statistics
CFA Institute
CFA, Finance
CIBC June 2014 - Present
CIBC Mellon March 2014 - June 2014
TD August 2012 - February 2014
Rogers Media Inc. August 2008 - June 2012
Rogers Communications June 2007 - August 2008
Loblaw Companies Limited December 2006 - March 2007
IBM March 2006 - November 2006
Gracious Living Innovations (formerly Royal Group Technologies Ltd.) October 2001 - March 2005
Echo Adversting and Marketing November 2000 - August 2001
Skills
Call Center, Active Directory, Banking, Incident Management, ITIL, Customer Service, Lotus Notes, Windows Server, Technical Support, Software Documentation, Visio, Troubleshooting, Windows 7, XP, Disaster Recovery, Blackberry Enterprise..., Customer Experience, SharePoint, Servers, Network Administration, Microsoft Exchange, Operating Systems, Citrix, Computer Hardware, System Administration, Windows, Software Installation, Hardware, Switches, Blackberry, Laptops, System Deployment, Printers, Networking, HP, SCCM, Windows Vista, DNS, DHCP, Outlook, Norton Ghost, Microsoft Office, Mobile Devices, VPN, Help Desk Support, TCP/IP, Systems Analysis, Service Desk, Microsoft Excel, Windows XP
Education
CDI College 1999 — 2001
Network Technician Diploma, Information Technology
Downsview Secondary School 1991 — 1995
O.S.S.D - Ontario Secondary School Diploma, Information Technology
MPA Morrison Park Advisor February 2011 - Present
CIBC Mellon October 2010 - March 2011
Mobinil "Orange Telecom Group" July 2007 - July 2010
Mobinil "Orange Telecom Group" July 2004 - July 2007
Mobinil "Orange Telecom Group" June 2003 - July 2004
IBM and Microsoft May 2003 - August 2003
Skills
Telecommunications, Investor presentions, Investor Communication, Earnings Release, Quarterly Reporting, Annual Reports, Monitoring sell-side..., Financial Analysis, Capital Markets, Competitive Analysis, Thomson Reuters, Bloomberg, Roadshows, Investor day, Microsoft Office, Office Administration, Investor Relations, Strategy, Financial Modeling, Finance, Accounting, Analysis, Management, Budgets, Forecasting, Project Planning, Team Leadership, Teamwork
Education
CMA Part 1 Candidate 2015 — 2015
Cairo University 1995 — 2003
Bachelor of Commerce, Accounting, Good
CFA Institute 2009 — 2010
Passed CFA, Level I, Chartered Financial Analyst
Principal Owner February 2013 - Present
CIBC Mellon July 2011 - February 2013
Communications Consultant 2006 - 2010
Jaguar Nickel 2004 - 2005
Hummingbird 2001 - 2003
Skills
Event Planning, Investor Relations, Team Leadership, Corporate Communications, Public Relations, Internal Communications, Media Relations, Corporate Social..., Strategic Communications, Marketing Communications, Strategic Planning, Community Relations, Team Building, Strategic Visionary, Empathy, Leadership, Strategy, Business Development, Crisis Communications, Community Development, Public Speaking, Editing, Social Media, Communications Planning, Reputation Management, Press Releases, Crisis Management, Project Management, Communication Training, Newsletters, Thought Leadership, Spokesperson, Message Development, Copywriting, Internal & External..., Web Content, Management, Integrated Marketing, Publicity, Public Affairs, Social Media Marketing, Content Management, Content Development, Messaging, Digital Marketing, Speech Writing, Marketing, Employee Engagement, Strategic Thinking, Corporate Branding
Education
Concordia University
B.A., Journalism
Lake of Two Mountains High School
Vanier Cegep
Diploma, Professional Music Program
Bruce Power October 2011 - Present
Aquilon Power April 2006 - November 2010
CIBC Mellon November 1999 - November 2005
Skills
Energy, Financial Modeling, Trading Strategies, Financial Risk, Proprietary Trading, Analysis, Finance, Trading, Securities, Business Analysis, Electricity Markets, Derivatives, Commodity Markets, Options, Commodity, Risk Management, Hedging, Portfolio Management, Equities, Financial Markets, Energy Markets
Education
CFA Institute 2001 — 2003
CFA Charter awarded
Concordia University 1995 — 1999
B.Comm, Finance
Scotiabank May 2011 - Present
CIBC Mellon March 2007 - June 2011
InsightU July 2008 - March 2009
Staples Business Depot 1993 - 2007
Sobeys 2005 - 2006
Sobeys 2005 - 2006
Skills
SDLC, Business Analysis, CRM, Analysis, Timely Decision Making, Project Management, Vendor Management, Financial Services, Team Building, Finance, Project Delivery, Team Leadership, PMP, PMO
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Certificate, Adult education staff/training
Humber College 2003 — 2004
Project Management Certificate, Project Management
Mohawk College 1987 — 1989
Marketing, Business, Management, Marketing, and Related Support Services
CIBC Mellon April 2014 - Present
Skills
Corporate Finance, Advertising, Customer Service, Entrepreneurship, Leadership, Project Management, Non-profit Program..., Time Management, Social Media Marketing, Microsoft Office, Public Relations, Business Development, Teamwork
Education
Ivey Business School at Western University 2011 — 2013
Bachelor of Act: Accounting and Finance
University of Windsor 2009 — 2010
Bachelor of Commerce
CIBC Mellon July 2015 - Present
Gap Inc./Gap April 2013 - Present
Homewood Suites by Hilton March 2014 - December 2014
General Motors April 2013 - July 2013
The Home Depot April 2010 - July 2012
Please Mum September 2009 - March 2010
Four Points by Sheraton November 2007 - January 2008
Skills
windows xp, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Publisher, Internet, Creative Writing, Report Writing Skills, Communication Skills, Interpersonal Skill, Delivering Exceptional..., High Organizational..., Public Speaking, speaking effectively, listening effectively, Business Communications, Cash Handling Experience, Customer Service, Team Building, Invoicing, Training, Windows XP, Time Management, Sales, Teamwork, Critical Thinking, Microsoft Office, Communication, Leadership, PowerPoint
Education
George Brown College 2013 — 2015
Bachelor's degree- Bachelors of applied business, Majoring in Accounting
Middlefield Collegiate Institute
Ryerson University
Accounting
Scotiabank January 2014 - Present
CIBC Mellon January 2012 - January 2014
CompuCom Canada April 2004 - January 2012
WSIB March 2003 - December 2003
WSIB January 1999 - February 2003
WSIB October 1997 - December 1998
IBM Canada 1996 - 1997
Skills
Business Analysis, Customer Service, Vendor Relations, Vendor Management, Team Leadership, Sourcing & Procurement, IT Outsourcing, Sales Management, Sales Support, Business Process..., Operational Excellence, Customer Satisfaction, Sales Operations, IT Management, Outsourcing, Process Improvement, Pre-sales, Operations Management, Strategic Sourcing, Information Technology, Management, Leadership, Risk Management, Procurement, Cloud Computing, Financial Services, Training, Project Planning, Business Planning, Enterprise Software, Project Management, Business Process, Negotiation, IT Service Management, Strategic Planning, CRM, Strategy, Program Management, Cross-functional Team..., Channel Partners, SaaS, Sourcing, Strategic Partnerships, Sales Process
Education
Fanshawe College 1991 — 1994
Architectural Technology/Technician
CIBC Mellon October 2014 - Present
CIBC Mellon April 2012 - October 2014
Accountemps November 2011 - April 2012
Accountemps October 2011 - November 2011
Mayami Financial Services March 2011 - September 2011
Max's of Manila January 2011 - March 2011
World Service Cargo January 2011 - March 2011
Skills
Access, Accounting, Accounts Receivable, Bookkeeping, Outlook, QuickBooks, Financial Statements, General Ledger
Education
Citi College of Canadian Careers 2010 — 2011
Diploma in Computerized Accounting, Accounting
Divine Word College of Laoag 1994 — 1998
Bachelor Degree in Accounting, Accounting
CIBC Mellon December 2013 - August 2015
CIBC Mellon December 2011 - December 2013
Etobicoke Taekwondo & Deh Camp September 2010 - September 2011
Canadian Stock Transfer Company Inc March 2008 - September 2011
Citigroup 2005 - September 2007
Citigroup 2002 - 2005
Citigroup 2000 - 2002
Skills
Team Leadership, Coaching, Team Building, Legal Compliance, Security Management, Business Analysis, Public Speaking, Project Planning, Negotiation, Call Centers, System Administration, Customer Service, Program Management, Strategic Planning, Budgets, Financial Analysis, Management, Analysis, Performance Improvement, Risk Management, Process Simulation, Leadership, Forecasting, Teamwork, Financial Services, Portfolio Management, Microsoft Excel, Process Improvement, Training, Banking, Project Management, Finance, Business Process..., Investments, CRM, Time Management, Business Process, Recruiting, Securities, Cross-functional Team..., Vendor Management, Mergers & Acquisitions, Management Consulting, Asset Management, Mutual Funds, Sales, Mentoring, Business Negotiation, Leadership Development, Administration
Education
Wilfrid Laurier University 1977 — 1979
BA, Fine Arts
Conestoga College 1974 — 1976
Diploma, Interior Design
DIA Financial Inc. September 2015 - Present
CIBC Mellon November 2014 - September 2015
CIBC Mellon October 2013 - November 2014
CIBC Mellon May 2013 - October 2013
CIBC Mellon June 2007 - April 2013
CIBC Mellon January 2006 - May 2007
DUCA Financial Services Credit Union Ltd. October 2003 - January 2006
D.I.A. Financial December 2002 - April 2003
Skills
Financial Planning, Bloomberg, Microsoft Office, Mutual Funds, Financial Analysis, Strategic Financial..., Banking, Investments, Account Reconciliation, Accounting, Portfolio Management, Fund Accounting, Financial Accounting, Equities, Finance, Financial Reporting
Education
Canadian Securities Institute 2015 — 2015
Investment Funds in Canada
Canadian Securities Institute 2011 — 2011
Canadian Securities Course
Canadian Securities Institute 2011 — 2011
Conducts & Practices Handbook
Financial Planning Standards Council 2011 — 2011
Certified Financial Planner
Centennial College 2009 — 2009
Advocis Financial Planning Certificate
Sir Sandford Fleming College 2000 — 2003
General Business
CIBC Mellon April 2002 - Present
CIBC Mellon June 1997 - April 2002
Laurentian Bank 1995 - 1996
M&PG February 1994 - October 1994
Mercantile & General Reinsurance March 1993 - 1993
Mercantile & General Reinsurance 1992 - 1992
Counsel Properties 1985 - 1990
Skills
Analysis, Workshop Facilitation, Coaching, Learning Management..., PowerPoint, Business Strategy, Microsoft Office, Securities, Adobe Captivate..., Articulate Presenter..., Storyline eLearning..., Lectora eLearning..., Learning & Development..., Project Management, Relationship Management, Program Management, Needs Analysis
Education
MCATD: Schulich Executive Education Centre and the Canadian Organization Development Institute. 2009 — 2015
AMACTD: Advanced Masters Certificate In Adult Training & Development, Adult Training & Development
Harper Burnham & Associates 2012 — 2012
Adobe Captivate 5.5, eLearning Design, Certifcate Granted
Canadian Society for Training and Development 2007 — 2007
CTDP, Training and Development
George Brown College 2006 — 2006
Certificate in Instructing Adults, Instructing Adults
York University - Schulich School of Business
York University - Schulich School of Business
York University - Schulich School of Business
York University - Schulich School of Business
CIBC Mellon September 2014 - Present
CIBC Mellon November 2007 - Present
State Street Bank July 2006 - November 2007
CIBC April 2001 - July 2006
Skills
Asset Management, Mutual Funds, Securities, Bloomberg, Administrative Support, Banking, Customer Service, Fundraising, Internet, KPI, Team Leadership, Microsoft Office, Lotus Notes, Outlook, Outsourcing, PowerPoint, Retail, Social Media, Team Building, Teamwork, Testing, Visio, Word, Yahoo
Education
Centennial College 1997 — 2000
3 years, International Business
Centennial College 1997 — 2000
Diploma, International Business
RBC Capital Markets July 2014 - Present
Ivey Business School November 2013 - December 2013
PwC May 2013 - August 2013
CIBC Mellon April 2012 - August 2012
Skills
Valuation, Accounting, Investments, Financial Analysis, Financial Modeling, Corporate Finance, Capital Markets, Microsoft Office, Bloomberg, Mining
Education
Ivey Business School at Western University 2011 — 2014
Bachelor of Arts, Honours Business Administration (HBA), Graduated with Distinction
The University of Western Ontario 2009 — 2014
Bachelor of Medical Science (BMSc), Specialization in Physiology and Pharmacology, Graduated with Distinction
CoreLogic September 2013 - Present
CoreLogic March 2008 - September 2013
First American Title September 2005 - September 2007
Trillium Software November 2002 - June 2004
Deloitte Consulting December 2000 - October 2002
CCBN March 2000 - August 2000
Deloitte Consulting September 1999 - February 2000
CIBC Mellon April 1997 - August 1999
Toronto Stock Exchange July 1996 - March 1997
Lingo Computer Design Inc July 1995 - June 1996
Skills
SOA, Web Services, Agile Methodologies, Enterprise Architecture, Java Enterprise Edition, Design Patterns, Spring, SQL, JavaScript, REST, C#, Scrum, C++, Single Sign-On, Identity and Access..., Ant, SSO, SDLC, Process Improvement, Business Analysis, Business Strategy, Business Intelligence, Solution Architecture, Product Development, Spring Framework, Software Development, Integration, SaaS, Enterprise Software, XML
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Master of Business Administration (MBA), Business Administration and Management, General
'Gh. Asache' Technical University, Iasi, Romania 1987 — 1993
B.Sc., Computer Engineering
TOGAF Certified 2013 — 2013
Certification
Sun Certified Web Component Developer (SCWCD) 2005 — 2005
Certification
Sun Certified Java Programmer (SCJP) 2005 — 2005
Certification
CIBC Mellon August 2015 - Present
Investment Planning Counsel April 2014 - February 2015
DUCA Financial Services Credit Union Ltd. May 2012 - April 2014
Central 1 Credit Union July 2009 - March 2011
Central 1 Credit Union May 2005 - June 2009
Credential 2002 - 2005
CIBC Investors Services 1999 - 2002
CIBC 1998 - 1999
CIBC January 1990 - April 1998
Skills
Mortgage Lending, Sales, Training Facilitation, Call Center, Trading, Relationship Management, Wealth Management, Superior Client Service, Coaching, Business Development, Retail Lending, Mortgage Pools, Financial Services, Loans, Investments, Leadership, Banking
Education
British Columbia Institute of Technology
Canadian Securities Institute
CST Trust Company November 2010 - Present
CIBC Mellon 2007 - 2010
CIBC Mellon 2001 - 2007
The R-M Trust Company 1997 - 2001
Skills
Securities, Teamwork, Microsoft Excel, Customer Service, Microsoft Office, Research, Mergers, AML, Corporate Actions, Operational Risk, Mergers & Acquisitions, Financial Services, Financial Analysis, Business Analysis, Banking, Relationship Management, Risk Management, Capital Markets, Investments, Management
Education
East York Collegiate Institute
SSGD
George Brown College
Certificate, Business Law
spread May 2014 - Present
Valiant Trust November 2008 - 2013
CIBC Mellon June 2003 - July 2008
TD Canada Trust 2000 - 2003
Skills
Investor Relations, Business Strategy, Mergers, Strategic Planning, Strategic Partnerships, Influencer Marketing, Securities, Investments, Equities, Financial Services, Wealth Management, Capital Markets, Business Development, CRM, Strategic Alliances, Stakeholder Engagement, Account Management, Client Relations Skills, Sales, Compliance, New Client Acquisitions, Client Retention...
Education
Carleton University 1999 — 2003
BA, Financial Economics
CIBC Mellon September 2013 - Present
State Street Corporation August 2012 - November 2012
State Street Corporation October 2007 - August 2012
Skills
Investments
Education
Durham College 2006 — 2007
George Brown College 2003 — 2004
Marketing
KPMG September 2013 - Present
Richard Ivey School of Business September 2011 - Present
Social Spark 2012 - Present
ZS Associates June 2012 - August 2012
CIBC Mellon May 2011 - August 2011
ESPE Marketing May 2010 - August 2010
Skills
Analysis, Microsoft Office, Teamwork, Problem Solving, Excel, PowerPoint, Business Strategy, Analytics
Education
Richard Ivey School of Business 2011 — 2013
HBA, Business Administration
The University of Western Ontario 2009 — 2011
Bachelor of Management and Organizational Studies, Finance and Administration
Aecon Group Inc. August 2013 - Present
Aecon Group Inc. February 2012 - August 2013
CIBC Mellon April 2011 - December 2011
Skills
Active Directory, Telecommunications, Windows 7, IP, Microsoft Exchange, Networking, Windows Server, Troubleshooting, XP, Windows, System Administration, Software Documentation, Business Analysis, CCNA, SDLC, DNS, Cisco Technologies, SharePoint, Customer Service
Education
Centennial College 2007 — 2011
B.A.Sc, Computer and Communication Networking
T. A. Marry-show Community College 2005 — 2007
A.A.S, Micro Computer Technology
CIBC Mellon April 2015 - Present
TD October 2014 - March 2015
RSA September 2013 - July 2014
Empire Life September 2009 - September 2013
St. Lawrence College August 2011 - January 2012
eDealer June 2008 - August 2009
Procom Consultants May 2005 - May 2008
Pratt & Whitney June 2004 - September 2004
IBM June 2000 - July 2003
Skills
Strategy, Leadership, Program Management, Project Management, IT Project & Program..., PMO, Business Transformation, Stakeholder Management, Agile Project Management, Risk Management, Change Management, Business Process..., Business Analysis, Collaboration, Consulting, Project Portfolio..., PRINCE2, Management, Project Delivery, Business Strategy, CRM, Human Resources
Education
HEC Montréal 2003 — 2004
Master of Business Administration (MBA), Strategy, Technology, General Management
EM Lyon 2004 — 2004
MBA - Exchange Program, International Business
PMI 2006 — 2006
PMP, Project Management
LOMA 2009 — 2009
FLMI-I, Insurance
Panjab University 1998 — 2000
Masters in Human Resources, HR Management, Industrial Relations
Panjab University 1998 — 2000
Bachelors in Mathematics and Economics
CIBC May 2014 - Present
CIBC February 2014 - May 2014
CIBC Mellon March 2011 - February 2014
CIBC Mellon September 2008 - March 2011
CIBC Mellon 2005 - 2008
Skills
ITIL, People Management, Microsoft Servers, Unix Administration, BCP, Collaborative Problem..., Customer Relations, Strategic Planning, Team Oriented, SAN Management, Active Directory, Business Continuity..., Management, Customer Service, Solaris, Servers, Storage Area Networks, Unix, Vendor Management
Education
Centennial College 2011 — 2012
Project Management
Centennial College 1995 — 1998
Micro-computer Analysts
Investors Group Financial Services May 2013 - Present
Travelers Canada April 2007 - March 2013
Travelers Guarantee Company of Canada July 2005 - April 2007
CIBC Mellon March 2003 - July 2005
CIBC Mellon January 2000 - March 2003
Skills
Underwriting, Commercial Surety..., Marketing, Financial Analysis, Public Speaking, Social Networking, Listening to customers, Customer Satisfaction, Customer Support, Customer Service, Financial Risk, Surety Bonds, Surety, Commercial Insurance, Insurance, Investments, Leadership, Microsoft Excel, Property, Risk Management
Education
Durham College
George Brown College
HSBC April 2013 - Present
CIBC Mellon October 2012 - April 2013
CIBC Mellon January 2008 - November 2012
Skills
Business Analysis, Financial Accounting, Budgeting, Negotiation, Marketing Communications, Credit Risk, Credit Analysis, Marketing Strategy, Economic Modeling, Financial Statement..., Strategic Planning, Strategic Thinking, Thought Leadership, Situational Leadership, Budgets, Strategy, Team Leadership, Commercial Banking, CRM, Business Development, Management, Portfolio Management, Leadership, Credit
Education
Heriot-Watt University 2009 — 2011
MBA, International Business
Jonkoping International Business School 2005 — 2006
BBA, Business
Bishop's University 2002 — 2006
BBA, Business
Lorne Park Secondary School 1998 — 2002
Ministry of Training, Colleges and Universities November 2010 - Present
Citco Fund Services 2008 - 2010
CIBC Mellon 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Financial Accounting, Variance Analysis, Internal Controls, Business Strategy, Business Analysis, Risk Management, Finance, Strategic Planning, Accounting, Team Leadership, Strategic Financial..., Managerial Finance, Analysis, Cost Accounting, Financial Forecasting
Education
Wilfrid Laurier University 2009 — 2012
MBA / CMA, Business and Accounting
Brock University 2002 — 2006
Business Administration, Finance
BlackBerry January 2015 - Present
BlackBerry October 2013 - December 2014
BlackBerry September 2012 - October 2013
BlackBerry November 2010 - September 2012
Dell Inc 2009 - 2010
Dell Inc 2006 - 2009
Dell Inc 2003 - 2006
Putnam Investments 2002 - 2003
FAME Professional Services (now SunGard) 2000 - 2002
CIBC Mellon 1999 - 2000
Education
York University - Schulich School of Business 2002 — 2003
M.B.A, Business Strategy and Finance
Harvard University 2002 — 2002
Perl Programming
University of Toronto - Rotman School of Management 1994 — 1998
Bachelor of Commerce, Accounting and Finance
Amgen October 2011 - Present
Nielsen March 2008 - September 2011
CIBC Mellon April 2004 - September 2006
Skills
Cross-functional Team..., Active Directory, Problem Solving, Budgeting, Planning, Automation, Customer Relations, Account Management, Microsoft Office, ITIL, Customer Service, Windows, Troubleshooting, Process Improvement, Teamwork, Team Leadership, Team Building, Budgets, Project Planning, SAP, Databases, Networking, Requirements Analysis, Technical Support, Business Intelligence, Visio, Data Analysis, Program Management, Data Center, Software Documentation, Vendor Management, MS Project, Access, SharePoint, Analysis, Customer Satisfaction, Management, Call Centers, Business Process..., Change Management, Team Management, Business Analysis, Project Management, Market Research, Integration, Help Desk Support, SDLC, Disaster Recovery, CRM, IT Strategy
Education
The Learning Tree 2008 — 2008
ITIL® v3 Intermediate Qualification: Operational Support and Analysis
The Learning Tree 2007 — 2007
Windows Vista A Comprehensive Hands-On Introduction
The Learning Tree 2005 — 2005
Microsoft Certified Desktop Support Technician (MCSDT)
Humber College 2001 — 2003
Computer Programming Diploma
Deloitte 2011 - Present
CIBC 2009 - 2010
CIBC Mellon 2006 - 2009
Gap Inc. Canada (Gap, Old Navy, Banana Republic) 2003 - 2006
Bank of Montreal 2001 - 2002
Bank of Montreal 1999 - 2001
Bank of Montreal 1998 - 1999
Nortel Networks 1998 - 1998
Baxter Healthcare 1995 - 1998
Liberty Mutual Group 1991 - 1995
Skills
Leadership, Strategy, Talent Management
Education
York University - Osgoode Hall Law School
LL.M., Employment and Labour
York University - Osgoode Hall Law School 1999 — 2004
J.D., Juris Doctor
The London School of Economics and Political Science (LSE) 1998 — 1998
Certificate, International Organizational Design
University of Toronto 1995 — 1998
Master of Industrial Relations and Human Resources
Chaminade University of Honolulu 1994 — 1995
MBA, Human Resources
University of Toronto 1987 — 1991
B.Sc., Psychology
Sun Life Financial August 2012 - Present
40 Oaks April 2009 - August 2012
CI Investments March 2007 - November 2008
RBC Insurance June 2006 - March 2007
Fiera YMG Capital July 2001 - June 2006
CIBC Mellon October 2000 - July 2001
Skills
Event Planning, Event Management, Leadership, Management, Budgets, Training, Project Management, Program Management, Marketing, Fundraising, Project Planning, Time Management, Human Resources, Access, Negotiation, Coaching, Proposal Writing, Customer Service, Team Building
Education
University of Toronto 1996 — 2000
BA, Management
Meeting Professionals International
Certified Meeting Professional (CMP)
George Brown College 2003 — 2005
Certificate, Certificate in Event and Meeting Management
CSI
Canadian Securities Course
TD June 2014 - Present
Toronto Stock Exchange October 2012 - June 2014
Canadian Stock Transfer Company October 2011 - October 2012
CIBC Mellon July 2007 - September 2011
Four Points by Sheraton April 2005 - May 2007
Skills
Process Automation and..., Microsoft SQL Server, Microsoft Excel, Access, Financial Accounting, Financial Analysis, Budget, Forecasting, P&L Financial Management, GAAP, Accounts Receivable, Regulatory Compliance, Client Billing, Operations Management, Financial Management, Sarbanes-Oxley Act
Education
Humber College
CGA, Accounting
PwC October 2013 - Present
Aon Canada Inc. July 2008 - October 2013
Fidelity Investments June 2004 - March 2008
CIBC Mellon July 2000 - July 2002
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Employee Engagement, Employee Relations, Management, Human Resources, Payroll, Talent Management, Onboarding, Performance Management, Employee Benefits, HRIS, Deferred Compensation, Leadership, Temporary Placement, Hiring, Strategy, Executive Search, Employer Branding, Team Leadership, Change Management, Proficient Typing Skills, Succession Planning, Technical Recruiting, Workforce Planning
Education
George Brown College 1999 — 2000
Human Resources
York University 1996 — 1998
Psychology, Psychology
Eaton Square September 2015 - Present
Tressling Corporation 2013 - August 2015
Sapient Corporation 2013 - 2014
Adcentricity Corporation 2010 - 2013
Terranova Capital 2001 - 2010
whodunet 1999 - 2001
Micro Focus 1998 - 1999
TPI 1997 - 1998
CIBC Mellon 1994 - 1997
Consultant 1992 - 1994
Skills
Start-ups, Strategy, Business Development, Digital Media, Strategic Partnerships, Mobile Marketing, Management, Strategic Planning, Entrepreneurship, Telecommunications, Integrated Marketing, Project Management, Analytics, Management Consulting, Advertising, Social Media, Product Development, Consulting, Digital Marketing, Business Strategy, Mobile Applications
Education
Ivey Business School at Western University 2015 — 2017
Executive MBA Candidate
Ryerson University 1979 — 2016
RTA School of Media
University of Toronto 1976 — 1979
Bruce Power February 2014 - Present
Bruce Power July 2011 - February 2014
Bank of Montreal July 2010 - January 2011
Algorithmics August 2009 - July 2010
Algorithmics November 2007 - July 2009
CIBC Mellon September 2005 - October 2007
Ontario Teachers' Pension Plan May 2004 - August 2004
Banco de Comercio Exterior October 2001 - April 2003
Avantel April 1999 - June 2001
Skills
Financial Modeling, Market Risk, Derivatives, Risk Management, Fixed Income, Capital Markets, Financial Risk, Competitive Analysis, Electricity Markets, Product Development, Pricing, Energy Industry, Analysis, Business Strategy
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA, Financial Risk Management
Instituto Tecnológico Autónomo de México 2001 — 2002
Diploma, Advanced Econometrics
Instituto Tecnológico Autónomo de México 1993 — 1998
BSc, Economics
Lycee Francais de New York 1991 — 1993
Baccalaureat
CIBC Mellon 2013 - Present
Citco Fund Services 2007 - 2012
Citco Fund Services 1998 - 2007
Skills
Client Relationship..., Operations Management, Operational and..., Due Diligence, Project Management, Business Development, Cross Selling, Contract Negotiation, Strategic Leadership, Critical Thinking, Analytical Skills, Staff Management,..., Team Building, Hedge Funds, Equities, Fixed Income, Alternative Investments, Fund Administration, Fund Accounting, Financial Accounting
Education
Institute of Chartered Accountants of Ontario
Chartered Accountant
Acadia University
Bachelor of Business Administration (BBA), Accounting, Finance & Business Management
Canadian Securities Institute
Canadian Securities Course (Honours)
PwC June 2015 - Present
PricewaterhouseCoopers July 2011 - June 2015
PwC November 2013 - December 2014
Head2Head 2010 - 2012
Aon Hewitt February 2011 - July 2011
PriceWaterhouse Coopers October 2010 - February 2011
Ricoh Canada Inc. November 2007 - September 2010
CIBC Mellon July 2004 - November 2007
Spherion January 2003 - July 2004
Sun Life Financial February 1998 - January 2003
Skills
Talent Acquisition, Recruiting, Human Resources, Interviews, Onboarding, Applicant Tracking..., Training, Personnel Management, Employee Training, Employee Benefits, New Hire Orientations, Contract Recruitment, Screening, Leadership, Temporary Placement, Management, Payroll, PeopleSoft, Hiring
Education
Conestoga College 2000 — 2005
Human Resources Management
CIBC Mellon 2013 - Present
Skills
Change Management, Process Improvement, Project Management, Six Sigma, Team Leadership, Strategy, Continuous Improvement, Project Portfolio..., Finance, Lean Manufacturing
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
University of Toronto
BA, Economics
Suncor Energy January 2012 - Present
Queen's University October 2010 - January 2012
Davis+Henderson April 2010 - October 2010
Giesecke & Devrient February 2009 - March 2010
RBC March 2008 - January 2009
Royal Bank of Canada (Global Technology & Operations) 2008 - 2009
CIBC Mellon February 2007 - March 2008
RBC Investments January 2005 - February 2007
RBC 2005 - 2007
Skills
Test Planning, User Acceptance Testing, Software Quality..., Quality Assurance, Requirements Analysis, Quality Center, QTP, Testing, SDLC, MS Project, Test Automation, System Testing, Regression Testing, Test Cases, Test Strategy, Defect Tracking, HP Quality Center
Education
Tel Aviv University 2001 — 2002
Diploma, Computer Science
Nacional'na Metallurgijna Akademija Ukraini 1994 — 1999
M. Eng, Industrial Energetic
TELUS February 2010 - Present
Telus Security Solutions July 2006 - January 2010
CIBC Mellon Trust 2002 - 2006
CIBC Mellon 2002 - 2006
Skills
Information Security..., ISO 27001, Information Security, CISSP, Security, Risk Management, Application Security, Computer Security, Security Management, Enterprise Architecture, Information Technology, Business Continuity, Cyber Security, Vulnerability Management, Penetration Testing, PCI DSS
Education
Belarusian State University 1960 — 1975
PhD, Master of Science, information technology, mathematics
CIBC Mellon April 2010 - Present
Skills
Portfolio Management, Bloomberg, Capital Markets, Trading, FX, Excel, Product Management, Market Research, Fixed Income, Investments, PowerPoint, Word, Coaching, Tennis, FX Options, Financial Markets, Asset Managment, Financial Modeling, Risk Management, Microsoft Excel, Financial Analysis, Economics, VBA, Analysis, Business Analysis
Education
Academia de Studii Economice din București 1992 — 1997
Bachelor of Commerce (BCom)
Universitatea „Titu Maiorescu” 1992 — 1997
Bachelor of Commerce (B.Com.)
Spiru Haret University- Romania 1992 — 1995
Bachelor's degree
CIBC Mellon September 2013 - Present
CIBC Mellon June 2011 - September 2013
CIBC October 2009 - June 2011
Franklin Templeton Investments September 2008 - October 2009
Franklin Templeton Investments December 2006 - September 2008
Franklin Templeton Investments August 2002 - December 2006
BMO Nesbitt Burns January 2001 - August 2002
Trimark Investment Management Inc. June 1997 - January 2001
Skills
HRIS, PeopleSoft, Deferred Compensation, Human Resources, Performance Management, Succession Planning, Employee Engagement, Employee Relations
Education
Humber College 1996 — 1997
Human Resources Management
Mount Allison University 1991 — 1995
i3 Solutions Group March 2012 - Present
CS Technology September 2002 - November 2010
CIBC World Markets August 1998 - February 2002
CIBC Mellon February 1996 - August 1998
CIBC March 1994 - February 1996
Financial Services Plus, Inc January 1985 - March 1994
Bear Stearns April 1982 - January 1985
Salomon Brothers April 1980 - April 1982
Skills
Management Consulting, Vendor Management, IT Strategy, Business Analysis, Program Management, Data Center, PMO, Outsourcing, Risk Management, IT Management, Infrastructure, Project Portfolio..., Disaster Recovery, Change Management, Business Continuity, Strategy, Portfolio Management, Leadership, Strategic Planning, Financial Services, Management, Trading Systems, Market Data, Governance, Process Improvement, IT Service Management, Project Delivery, Integration, Electronic Trading, ITIL
Education
Hofstra University 1974 — 1979
BBA, Finance, General
CIBC Mellon
Skills
Portfolio Management, Banking
Education
George Brown College
CIBC Mellon October 2011 - Present
BNY Mellon July 2010 - October 2011
PNC Financial Services Group March 2006 - July 2010
SEI Investments March 2004 - March 2006
SEI Investments 2000 - 2004
Janus 1994 - 2000
Skills
Mutual Funds, Internal Audit, Financial Services, Process Improvement, Management, Financial Reporting, Risk Management, Internal Audit..., Board/Audit Committee..., Risk Assessment, Investment/Asset..., Internal Audit..., Training and Development, Corporate Governance, Information Security, Regulatory Compliance
Education
University of Phoenix 1991 — 1993
MA ED, Adult Education
Columbia College 1988 — 1991
BS, Busness
Home Trust Company August 2012 - Present
CIBC December 2008 - May 2012
CIBC MELLON July 2007 - June 2008
Skills
Financial Analysis, Financial Modeling, Credit Risk, Investments, Bloomberg, Negotiations, Sales,...
Education
Humber College 2011 — 2012
Postgraduate Diploma, Financial Planning and Services
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Sylphia Consultancy January 2007 - Present
RBC July 2015 - Present
Alpha Square Capital January 2014 - July 2015
TD Wealth Management 2014 - 2014
Various small businesses 2013 - 2014
RBC 2011 - 2012
TD Bank 2010 - 2011
CIBC 2007 - 2010
RBC 2006 - 2007
CIBC Mellon 2003 - 2006
Skills
Credit Derivatives, CDO, CDS, Value Investing, Financial Analysis, Equity Valuation, Valuation Modeling, Fixed Income, Fixed Income Analysis, Operational Due..., CAIA, Dynamic Asset Allocation, Stochastic Calculus, Management Consulting, Capital Markets, Market Risk, Risk Management, Program Management, Financial Risk, Due Diligence, Banking, Operational Risk, Finance, Credit Risk, Investment Management, Mutual Funds, Investments, Wealth Management, Alternative Investments, Analysis, Portfolio Management, Vendor Management, Management, Financial Services
Education
Harvard Business School 2011 — 2011
Finance, Accounting and Finance, Strategic Management
Investment Banking Institute 2010 — 2010
Financial statements and investments analysis, Investments and Securities
Oklahoma State University 1996 — 1998
Master of Science (MS), Management
BCKV 1991 — 1995
Bachelors, Science & Engineering
BMO Financial Group December 2014 - Present
Altus Group August 2013 - October 2014
TD Bank Group December 2012 - July 2013
CIBC Mellon January 2007 - November 2012
TD Canada Trust June 2006 - December 2006
Ethoca Limited January 2006 - June 2006
Swift Traders Securities Canada September 2002 - February 2004
HR System Strategies Inc August 2000 - August 2002
Ali Institute of Education September 1998 - May 2000
Jaffer Brothers (Pvt) Limited November 1994 - September 1998
Skills
User Acceptance Testing, Test Planning, Requirements Gathering, SDLC, Business Requirements, PMO, Process Improvement, SharePoint, Testing, Test Cases, Quality Assurance, Software Documentation, Requirements Analysis, MS Project, System Testing, Software Quality..., Quality Center, Business Analysis, PMP, Visio, Software Project..., QTP, Systems Analysis, Databases, Test Management
Education
Centennial College
SQAT, QA Certification
Cometo College, Lahore
Diploma, Computer Software
DeVry Institute of Technology
IT Diploma, Information Technology
Microsoft
MCSE, Certification
University of Karachi
Bachelors, Science Degree
University of the Punjab, Lahore
Masters, Computer Hardware and Telecommunication
The Northern Trust Company, Canada February 2015 - Present
Rowanwood Investment Corporation 2004 - Present
Applause Corporation 1999 - 2002
Dimethaid Inc. 1994 - 2001
CIBC Mellon 1995 - 1998
CIBC World Markets 1987 - 1995
British American Banknote 1986 - 1987
Skills
Public and Private..., Debt & Equity Capital..., General Management, Business Strategy, Capital Markets, Fixed Income
Education
Chartered Financial Analyst 1989 — 1991
Financial Analysis
Ivey Business School at Western University 1984 — 1986
Master of Business Administration (M.B.A.), Finance
Queen's University 1978 — 1982
Bachelor's Degree, Business Honours
Bank of Montreal June 2006 - Present
CIBC Mellon November 2004 - June 2006
Wachovia, A Wells Fargo Company July 2004 - November 2004
CIBC Mellon 2003 - 2004
CIBC Mellon 2000 - 2002
CIBC Mellon 1999 - 2000
B2B Trust 1998 - 1999
Skills
Business Analysis, Integration, Software Development, Requirements Gathering, Testing, Microsoft SQL Server, Software Documentation, User Acceptance Testing, Requirements Analysis, Analysis, SDLC, Test Planning, Visio, Data Analysis, Business Requirements, Management, SharePoint, Vendor Management, Business Process, Securities, Team Leadership, Data Warehousing, Business Process..., Software Project..., Solution Architecture, Change Management, Regression Testing, Payments, SQL, PMO, PMP, Banking, SWIFT payments, Enterprise Architecture, Quality Assurance, SOA, Risk Management, Test Cases, Business Intelligence, Project Portfolio..., Oracle, IT Strategy, Financial Services, Project Delivery, Program Management, Business Process Mapping, Agile Methodologies, Quality Center, Databases, Process Improvement
Education
Centennial College
Computer Systems Technology
Ryerson University
Business Management
Brainhunter Systems Ltd November 2007 - Present
DundeeWealth Inc. May 2006 - November 2007
CIBC Mellon May 2005 - September 2005
Skills
Active Directory, Windows Server, DNS, System Administration, Management, Virtualization, Requirements Analysis, VPN, Business Analysis, Information Technology, Vendor Management, Network Security, IT Operations, DHCP, Software Documentation, Operations Management, Team Management, VMware
Education
Centennial College 2003 — 2007
Computer and Communication Networking, Bachelor of Applied Information Sciences
CIBC Mellon September 2009 - Present
CIBC Mellon January 1998 - September 2009
Skills
SDLC, PMO, PMP, Project Management, Business Analysis, Business Process, Visio, MS Project, Requirements Gathering, Business Process..., Project Delivery, Software Project..., Project Portfolio..., Vendor Management, Requirements Analysis
Education
Durham College 2009 — 2011
Master Certificate, Project Management
York University 1982 — 1985
BA, Mathematics for Commerce
TorontoReUseIt 2007 - Present
Editors' Association of Canada 1995 - Present
SBR International 2006 - 2006
DBRS 2005 - 2005
TD Securities 2003 - 2003
CIBC World Markets 2000 - 2003
Generation 5 1998 - 2000
Community Information Toronto 1998 - 2000
Toronto Region Architectural Conservancy 1995 - 1999
CIBC Mellon 1998 - 1998
Skills
editing, research, writing, Research, Editing, Corporate Communications, Content Management, Social Media, Web Content, Technical Writing, Proofreading, Copy Editing, Newsletters, Publishing, Publications, Content Development, Content Strategy, Freelance Writing, Speech Writing, Copywriting, Books, Writing
Education
George Brown College Continuing Education 1995 — 1996
certificates in Editing and in Technical Communications
Sheridan College 1986 — 1987
Diploma, Applied Research
CIBC Mellon June 2014 - Present
HKA Data processing July 2013 - May 2014
CIBC July 2012 - May 2013
Shoppers Drug Mart May 2010 - July 2010
Alberta Energy November 2009 - March 2010
SOCAN May 2005 - August 2008
IBM March 2004 - May 2005
BBM March 1983 - October 2002
BBM Canada 1983 - October 2002
Skills
SQL, System Administration, Unix, XP, Project Management, Business Analysis, Troubleshooting, Software Documentation, Servers, Databases, Windows XP
Education
Durham College 2003 — 2004
Networking, linux, A+, Windows
Seneca College of Applied Arts and Technology 1989 — 1990
certificate, JCL, UNIX
CIBC Mellon August 2015 - Present
Assante Wealth Management July 2014 - August 2015
Assante Wealth Management November 2012 - June 2014
CI Investments Inc. January 2011 - December 2012
CI Investments Inc. January 2010 - December 2010
Canada Revenue Agency May 2009 - December 2009
Skills
Business Analysis, Banking, Risk Management, Financial Analysis, Analysis, Requirements Gathering, Financial Modeling, Fixed Income, Microsoft Office, Project Planning, Microsoft Excel, Project Management
Education
Conduct and Practices Handbook (CPH) 2014 — 2014
Canadian Securities Course (CSC) 2009 — 2009
George Brown College 2009 — 2009
Post-Grad, Marketing Management for the Financial Services
McMaster University 2003 — 2007
BA, Sociology
International Association of Privacy Professionals (IAPP)
Privacy
CIBC September 2007 - Present
CIBC Mellon March 2006 - August 2006
STAPLES Business Depot December 2004 - January 2005
Staples January 2004 - November 2004
GIRO Commercial Bank November 1992 - March 2003
Skills
•Advanced MS Office..., Management, Account Reconciliation, Payroll, Accounts Payable, Analysis, Accounting, Accounts Receivable, Finance, Budgets, Strategy, Banking, General Ledger, Internal Audit, Risk Management, Microsoft Office
Education
CDI College
Batchelor of Commerce, Comm. S.I.W.S.N.R. Swamy College
Cheonggang Academy
CIBC January 2015 - Present
CIBC July 2013 - Present
CIBC April 2010 - July 2013
CIBC May 2009 - April 2010
CIBC December 2007 - May 2009
Ameresco July 2004 - October 2007
Walker Information September 2003 - June 2004
CIBC Mellon September 2002 - May 2003
Skills
Technical Recruiting, PMO, Vendor Management, Talent Management, Project Management, Human Resources, Leadership, Change Management, Business Analysis, SDLC, Program Management, Talent Acquisition, Recruiting, Business Process
Education
Centennial College 2000 — 2004
Diploma, Computer Programmer/Analyst
Ryerson University
Economics
Tata Consultancy Services January 2014 - Present
CIBC Mellon November 2011 - June 2013
CSA Group April 2008 - March 2010
Ontario Teachers' Pension Plan August 2007 - November 2007
Purolator Courier Ltd November 2006 - August 2007
Hay Group April 2001 - November 2006
Skills
Compensations, Job Evaluation, Job Descriptions, Sales Compensation, Benchmarking, Compensation, Performance Appraisal, Strategic HR, Change Management, Leadership
Education
George Brown College 2009 — 2013
Language Proficiency Certificate, Spanish
York University 1996 — 2000
BA, Math for Commerce
VitalAire Canada Inc. March 2010 - Present
Amcor 2003 - 2009
CIBC Mellon 2001 - 2001
Skills
General Ledger, Variance Analysis, Financial Reporting, Account Reconciliation, Accounting, Auditing, GAAP, Cost Accounting, IFRS, Internal Controls, Accounts Receivable, Accounts Payable
Education
Laurentian University/Université Laurentienne 2009 — 2011
Humber College 2005 — 2007
Accounting
Sheridan College 2003 — 2005
Payroll
Centennial College 2000 — 2003
Business Administration
Investors Group Financial Services Inc. September 2010 - March 2013
Medavie Blue Cross July 2009 - December 2009
CIBC Mellon 2007 - 2008
ACS Buck Consulting 2007 - 2007
Mercer Human Resource Consulting 2001 - 2005
Regional Municipality of Durham 1990 - 2000
Skills
Employee Benefits, Insurance, Pensions, Health Insurance, Performance Management, Risk Management, Customer Service, Public Speaking, Strategic Financial..., Investments, Retirement, Microsoft Excel, Succession Planning, Analysis, Employee Relations, Recruiting, Deferred Compensation, Retirement Planning, Mutual Funds, Disability Insurance
Education
Durham College 1978 — 1979
Business Administration
Durham College
TD January 2015 - Present
TD Bank- TD Canada Trust, Business Management Governance January 2015 - Present
TD Securities, Risk Technology Management February 2013 - January 2015
TD Bank- TD Securities, Payments Technology Solutions March 2010 - February 2013
CIBC Mellon July 2007 - March 2010
CIBC October 2006 - June 2007
Skills
SDLC, Business Analysis, SharePoint, Requirements Analysis, Vendor Management, Requirements Gathering, Business Requirements, User Acceptance Testing, Data Modeling, Troubleshooting, Microsoft SQL Server, Derivatives, Capital Markets, Financial Analysis, Microsoft Office, Customer Service, Financial Modeling, Technical Recruiting, Talent Acquisition, Applicant Tracking..., ITIL v3 Foundations...
Education
George Brown College 2001 — 2004
Computer Programming Analyst
George Brown College 2001 — 2003
Diploma, Computer Programming Analyst
State Street 2006 - 2009
CIBC Mellon 2000 - 2006
CIBC October 1998 - March 2000
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Securities, Financial Reporting, Hedge Funds, Bloomberg, Equities, Investments, Fixed Income, Account Reconciliation
Education
Humber College 1992 — 1994
Business Management/Financial Services Humber College, Toronto
CIBC Mellon June 2014 - Present
CC&D Williams Consulting Inc. January 2013 - Present
RBC January 2013 - Present
Gluskin Sheff + Associates July 2008 - June 2012
Skills
Vendor Management, Business Analysis, Risk Management, Change Management, Project Management, Business Requirements, PMP, Project Planning, Capital Markets, Access, PMO, Business Process, Requirements Gathering
Education
Humber College 2002 — 2006
Certificate, Human Resources Management and Services
Ondo State University 1988 — 1992
B.Sc (Hons), Political Science
CIBC Mellon February 2014 - September 2014
UNI-Prep Corporation June 2011 - June 2014
H&H Trade FZCO September 2010 - December 2013
The Travel Corporation Canada January 2010 - October 2010
Holland Bloorview June 2008 - September 2009
Holland Bloorview October 2007 - September 2009
Morneau Shepell May 2005 - May 2006
Skills
Management Consulting, Business Strategy, Business Analytics, Data Analysis, Market Research, Strategic Planning, Performance Management, Project Management, Team Leadership, Research, Change Management, Analysis, Business Analysis, Consulting, Leadership, SPSS, Project Planning, Coaching
Education
University of Toronto - University College 2006 — 2011
Bachelor of Science (Honours), Biotechnology
University of California, Los Angeles 2007 — 2007
Psychology Summer Program
Harvard University
Strategic Management Certificate
CIBC March 2013 - Present
CIBC Mellon October 2009 - March 2013
CIBC Mellon August 1998 - October 2009
BMO Financial Group September 1997 - August 1998
CITY GROUP November 1995 - November 1996
Skills
User Acceptance Testing, Process Improvement, Quality Assurance, Risk Management, SDLC, Quality Control, Business Analysis, Requirements Gathering, Visio, Analysis, Requirements Analysis, MS Project, Project Management, Vendor Management, Process Engineering, Business Process..., Data Analysis, Software Project..., Testing, Program Management, Training
Education
New York University 2003 — 2005
Environmental Science
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1980 — 1984
Advance course, Petroleum Geologist
Peoples’ Friendship University of Russia 1974 — 1980
M.SC, ENGINEERING-PETROLEUM
Seneca College of Applied Arts and Technology
UNIX Admin
CIBC Mellon July 2015 - Present
State Street September 2013 - Present
State Street Corporation April 2011 - September 2013
State Street Corporation June 2008 - April 2011
Skills
Bloomberg Terminal, Reuters, Credit Derivatives, Valuation, Derivatives, Analysis, Bloomberg, Financial Services, Fund Accounting, Account Reconciliation, Accounting, Auditing, Equities, Financial Risk, Fixed Income, Financial Analysis
Education
Brock University 2003 — 2008
Business Administration
Brock University
Bachelor, Business Administration; Business Management program
Hopewell Logistics Inc. March 2008 - Present
StaffClick Personnel December 2007 - February 2008
CIBC Mellon May 2001 - November 2007
CIBC Mellon Global Securities January 2001 - January 2004
RT Realty Advisors Inc January 2000 - January 2001
Royal Bank Systems & Technology May 2000 - November 2000
Royal Bank Merchant Service January 1998 - January 2000
Royal Bank April 1998 - October 1998
Skills
Access, Data Entry, Time Management, Databases, Administrative..., Outlook
Education
Humber College
Certificate, Records & Information Management
Centennial College 2007 — 2007
Introduction to Databases
International Academy of Management and Economics 1995 — 1996
Master, Business Administration
Philippine Christian University 1986 — 1994
Bachelor of Science, Computer Science
CST Trust Company January 2014 - Present
Canadian Stock Transfer Company August 2011 - January 2014
Canadian Stock Transfer Company November 2010 - August 2011
CIBC Mellon November 2009 - October 2010
Skills
Customer Service, Microsoft Excel, Financial Analysis, Outlook, PowerPoint, Program Management, Business Analysis, Negotiation, Microsoft Office, Banking, Investments, Project Management, Marketing Communications, Risk Management, Teamwork, Analysis, Team Leadership, Budgets, Leadership, Organizational..., Sports Coaching, Team Motivation
Education
Bishop's University 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General
CIBC May 2015 - Present
Alterna Savings February 2014 - Present
Alterna Savings February 2015 - May 2015
Scotiabank June 2013 - February 2014
Scotiabank January 2012 - June 2013
Scotiabank July 2010 - January 2012
CIBC Mellon June 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Team Leadership
Education
CSI Global Education Inc.
Chartered Investment Manager (CIM®) Designation
CSI Global Education Inc.
Personal Financial Planner (PFP®)
Humber College 2009 — 2010
Post Graduate Diploma, Financial Planning and Services
University of Toronto at Mississauga - Erindale College 2003 — 2007
Bachelor of Commerce (B.Com.), Economics
Questrade December 2013 - Present
Questrade December 2012 - December 2013
Penson Financial Services Canada Inc October 2011 - December 2012
Penson Financial Services Canada Inc August 2010 - October 2011
CIBC Mellon 2010 - August 2010
Canaccord Financial 2008 - 2009
NBCN Inc 2002 - 2008
Skills
Settlement, Account Reconciliation, Trading, Equities, Bloomberg, Securities, Options, Capital Markets, Mutual Funds, Fixed Income
Education
Canadian Securities Institute
Canadian Securities Course
Concordia University
Bachelor of Arts
CIBC Mellon September 2015 - Present
CIBC Mellon November 2014 - September 2015
CIBC Mellon June 2011 - October 2014
Skills
Accounts Payable, Accounting, Accounts Receivable, Forecasting, Financial Reporting, Financial Analysis, Analysis, Finance, Management, Financial Statements, Training, Financial Accounting, Microsoft Excel, Account Reconciliation, Bookkeeping, Banking, Cash Flow, Variance Analysis, Corporate Finance, IFRS, Journal Entries, General Ledger
Education
CMA Ontario 2010 — 2011
Ateneo Graduate School of Business 2002 — 2005
MBA
Ateneo de Manila University
Ontario Pension Board 2007 - 2013
Ontario Pension Board 2003 - 2007
CIBC Mellon 2000 - 2003
CIBC World Markets 1997 - 2000
Skills
Financial Analysis, Financial Reporting, Pension Administration, Bank Reconciliation, Account Reconciliation, Investments, Internal Controls, Variance Analysis, Financial Accounting, Managerial Finance, Financial Modeling, Accounting, Strategic Financial..., Valuation, Risk Management, Financial Services
Education
George Brown College 2009 — 2009
Accounting
Brock University 1992 — 1994
CIBC Mellon October 2010 - Present
CIBC Mellon March 1998 - September 2010
Education
Far Eastern University
Bachelor of Science in Commerce Major in Management
CIBC Mellon Director, Relationship ManagementCanadian Stock TransferNovember 2010 - Present
Canadian Stock Trasnfer 1980 - Present
CIBC Mellon Trust Company May 1980 - October 2010
Education
Humber College 1973 — 1975
Diploma, Marketing
York University 1970 — 1972
Citco Fund Services September 2013 - Present
CIBC Mellon June 2011 - August 2013
State Street Bank September 2007 - July 2011
State Street Bank April 2006 - September 2007
State Street October 2005 - April 2006
Saxon Mutual Funds (now Mackenzie Invesments) December 2004 - April 2005
Skills
Bloomberg, Access, Microsoft Excel, Finance, Financial Services, Outlook, Securities, Financial Analysis, Mutual Funds, Lotus Notes, Investments, Equities, Risk Management, Banking, Relationship Management, Asset Management, Business Analysis, Leadership
Education
George Brown College 2004 — 2005
Post Graduate Certificate, Marketing Management and Financial services
University of Madras 2000 — 2003
Bachelors, Business Administration
RBC Investor & Treasury Services 2014 - 2014
RBC Investor & Treasury Services 2014 - 2014
CIBC Mellon January 2012 - March 2013
Pizza Pizza Limited May 2011 - January 2012
Institute of Business Management August 2009 - September 2010
Samba Bank Ltd. June 2008 - March 2009
Pakistan Kuwait Investment Company Ltd July 2007 - May 2008
Prime Commercial Bank 2004 - 2005
Skills
Credit, Financial Modeling, Banking, Portfolio Management, Valuation, Cash Management, Finance, Account Reconciliation, Analysis, Financial Risk, Budgets
Education
Institute of Business Administration 2005 — 2007
Masters, Finance
CIBC Mellon January 2014 - Present
Roevin Technical People, a division of Adecco Employment Service Limited April 2013 - January 2014
Lafarge North America Inc May 2012 - February 2013
Honeywell Aerospace Inc June 2011 - February 2012
Skills
Accounts Payable, Cost Accounting, Accounts Receivable, Microsoft Excel, GAAP, Financial Analysis, Financial Accounting, Corporate Finance, IFRS, JDE Enterprise One, Deltek, Lotus Notes, General Ledger, Invoicing, ERP Software, Canadian Securities...
Education
University of Guelph 2006 — 2010
Honors Bachelor of Business Administration, Finance
Humber College 2006 — 2010
Diploma in Business Administration, Finance
Canadian Securities Institute 2013 — 2014
Certificate, Canadian Securities Course ( CSC)
RBC Investor & Treasury Services August 2005 - Present
Standard Life 1995 - 2011
RBC Dexia Investor Services June 2000 - July 2005
CIBC Mellon July 1998 - June 2000
Skills
IFIC Course 1997, Insurance (Life &..., Global Custody, Mutual Funds, Back Office, Securities, Financial Services, Corporate Actions, Equities, Fund Accounting, Fund Administration, Fixed Income, Asset Management, Hedge Funds, Relationship Management
Education
Humber College 1988 — 1992
CIBC Mellon June 2011 - Present
Scotiabank September 2010 - December 2010
Canadian Crossroads International April 2010 - August 2010
Education
George Brown College 2009 — 2011
accounting, Accounting
Pamantasan ng Santo Tomas 1999 — 2004
BS Industrial Engineering, Industrial Engineering
Blacklock Law Firm December 2013 - Present
DISTILUS Group Ltd. January 2009 - Present
Department of Justice and Attorney General Queensland August 2012 - August 2012
Gavel & Gown Software Inc. January 2011 - July 2011
Ryerson University January 2011 - May 2011
CIBC Mellon 2006 - 2006
Education
Bond University 2011 — 2013
Juris Doctor, Law, Cum Laude
Ted Rogers School of Management - Ryerson University
BComm, Management - Entrpreneurship & Innovation, Cum Laude
TMX Group February 2015 - Present
CIBC Mellon January 2008 - January 2015
Skills
Accruals, Account Reconciliation, Accounting, General Ledger, Journal Entries, Financial Accounting, Microsoft Excel, Pivot Tables, Vlookup, Financial Statements, Internal Controls, Budgets, Finance
Education
Certified General Accountants of Ontario 2012 — 2014
CGA, Accounting
Laurentian University/Université Laurentienne 2012 — 2014
Bachelor of Commerce (BCom), Accounting
Centennial College 2005 — 2007
Advanced Accounting Diploma, Accounting
CIBC Mellon April 2014 - Present
Citi October 2011 - April 2014
TCS e-Serve International Ltd. August 2009 - February 2010
RR Donnelley December 2006 - August 2009
Accenture Services January 2005 - June 2006
Hewlett-Packard Financial Services May 2003 - December 2004
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Equities, Auditing, Derivatives, Risk Management, Investment Banking, Financial Accounting, Capital Markets, Financial Modeling, Business Analysis, Internal Controls, Banking, Internal Audit, Corporate Finance, MIS, Financial Risk, Investments, Sarbanes-Oxley Act
Education
Canadian Securities Institute
Christ College - Bangalore 2000 — 2003
Bachelor Of Commerce, Financial Accounting, Cost Accounting and Taxation
RBC Investor & Treasury Services August 2011 - Present
Marquest Asset Management June 2008 - June 2011
RBC April 2000 - May 2008
CIBC Mellon 1997 - 2000
Skills
Leadership, Securities, Portfolio Management, Mutual Funds, CRM, Fixed Income, Relationship Management, Financial Services, Alternative Investments, Asset Management, Risk Management, Valuation, Bloomberg, Investments, Wealth Management, Microsoft Office
Education
George Brown College 2008 — 2009
Canadian Securities Course, Volume ! & II
Ryerson University
Microsoft Excel & Word, Certificate
CIBC Mellon October 2011 - Present
Caledonian Group 2004 - 2009
Skills
Business Analysis, Business Process..., Training Facilitation, Project Coordination, Project Management
Education
University of Toronto 2010 — 2011
Adult Learning & Development
Gujarat University
Master's degree of Commerce
Post Graduate Diploma in Finance
CIBC Mellon November 2013 - Present
TD Wealth Management May 2012 - August 2012
Private Investment Advice - TD Wealth Management May 2010 - August 2010
Education
Ivey Business School at Western University 2011 — 2013
HBA - Honours in Business Administration, Passed with Distinction
CPA Ontario
Bayview Secondary School 2005 — 2009
International Baccalaureate & Ontario Secondary School Diploma
CIBC Mellon August 2012 - Present
CIBC Mellon October 2007 - July 2012
CIBC Mellon April 2005 - September 2007
CIBC Mellon January 2004 - March 2005
CIBC October 2002 - December 2003
Banco de Oro May 1994 - August 2002
Skills
Accounting, Auditing, Finance, Financial Reporting, Financial Services, Financial Statements, Investments, Banking, Securities, Financial Analysis, Account Reconciliation, Fund Accounting, Valuation, Mutual Funds, ETFs, IFRS
Education
Ateneo de Davao University
BSC, Accounting
Blake, Cassels & Graydon LLP May 2010 - Present
PricewaterhouseCoopers August 2008 - May 2010
Fraser Milner Casgrain LLP January 2007 - August 2008
CIBC Mellon January 2006 - January 2007
Riviera Concepts July 2003 - December 2005
Shoppers Drug Mart May 1997 - June 2002
Skills
Business Analysis, Project Management, Key Performance..., Database Marketing, Training Delivery, Business Process..., Help Desk Support, Data Analysis, Supervisory Experience, E-marketing, Data Quality Assurance, Process Improvement, SharePoint, Training, Customer Service, Marketing Communications, Team Leadership, CRM, Knowledge Management, Leadership, Social Media, Social Media Marketing, Management, Marketing Strategy, Microsoft Office
Education
Carleton University
Bachelor of Science, Computer Science & Mathematics
Greenhill & Co. June 2015 - Present
CIBC Mellon May 2014 - August 2014
Richard Ivey School of Business December 2012 - April 2013
Education
Ivey Business School at Western University 2013 — 2015
HBA
The University of Western Ontario 2011 — 2013
CFA Institute
Passed Level I of the CFA Program
Woburn Collegiate Institute 2007 — 2011
Ontario Secondary Student Diploma
Moneris Solutions February 2013 - Present
Caledon Parent-Child Centre January 2011 - Present
Threshold Financial Technologies Inc March 2011 - June 2012
Threshold Financial Technologies Inc. July 2007 - March 2011
CIBC Mellon February 2006 - July 2007
Skills
Credit Cards, EMV, Leadership, Project Delivery, Banking, Cash Management, Payments, Risk Management, Financial Services, Coaching, Postilion, Portfolio Management, Windows, Financial Risk
Education
University of Guelph 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
Humber College 2001 — 2004
Business Administration, Accounting
Marquest Asset Management Inc. December 2013 - Present
Matrix Asset Management May 2006 - September 2013
CIBC Mellon January 2005 - May 2006
Skills
Equity Trading, Leadership, Financial Analysis, Operations Management, Electronic Trading, Equity Derivatives, Capital Markets, Equity Research, Chartered Financial..., Cost Management, Back Office, Interpersonal Skill, Building Relationships, Mutual Funds, Limited Partnerships, Bloomberg, ThomsonOne, Microsoft Excel, Communication, Trading, Investments, Equities, Portfolio Management, Securities, Microsoft Office, Investment Strategies
Education
Brock University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Canadian Securities Institute
CIBC Mellon March 1999 - April 2013
RBC Insurance February 1998 - November 1998
RSA April 1990 - January 1997
Skills
Bilingual English-French, Account Reconciliation, Accounts Payable, Customer Service, Accounts Receivable, Cash Management, Compliance, Microsoft Excel, Microsoft Word, Outlook, Access, Accounting, Customer Satisfaction, Manage Client..., Interpersonal Skill, Communication Skills, Pay Close Attention to..., Analytical Skills, High Organizational...
Education
Dalhousie University 2012 — 2012
92% average
Seneca College of Applied Arts and Technology 1986 — 1989
George Brown College 1984 — 1985
Diploma, Accounting and Business/Management
McKool Smith June 2013 - Present
Ferrer Poirot and Wansbrough June 2012 - August 2012
CIBC June 2010 - August 2010
Dispute Resolution Services June 2009 - August 2009
CIBC Mellon June 2008 - August 2008
Education
Columbia Law School 2010 — 2014
Doctor of Law (J.D.)
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
HBA, Business Administration and Management, General