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
CIBC Mellon October 2014 - Present
CGI Information Systems & Management Consultants Inc July 2008 - October 2014
StatPro Inc May 2005 - June 2008
FRI Corporation May 2002 - May 2005
Skills
Business Development, Relationship Management, Financial Services, Business Analysis, Strategy, Requirements Gathering, Requirements Analysis, Strategic Thinking, Portfolio Management, Crisis Management, Strategic Planning
Education
Moscow State Linguistic University
Bachelor of Arts (Honours) – English
Canadian Securities Institute
RADAR
Effectivation
Canadian Management Center
Skillsoft
CIBC Mellon December 2014 - Present
CIBC Mellon January 2014 - December 2014
Iron Data Solutions December 2012 - January 2014
SickKids Hospital June 2008 - March 2013
Manulife Financial May 2012 - 2012
Skills
Business Analysis, Requirements Gathering, Business Requirements, Access, Requirements Analysis, Team Leadership, SharePoint, Rhythmyx, Documentations, VMS, Ingenium, SQL, Quality Assurance, Testing, Microsoft Office, Project Management, Financial Analysis
Education
University of Toronto 2013 — 2015
Certificate of Business Analysis, Business Analysis
Ryerson University 2010 — 2014
BComm, Finance
McMaster University 2005 — 2009
CIBC Mellon June 2008 - Present
CIBC Mellon June 2007 - May 2008
Ryerson University January 2006 - May 2008
CIBC Mellon May 2006 - September 2006
Skills
Accounting, Financial Statements, Financial Analysis, Cash Flow, Teamwork, Client-focused, Analysis, Cost Accounting, Managerial Finance, Financial Accounting, Auditing, Mutual Funds, Invoicing, Time Management, Accounts Receivable, Financial Reporting, Access, Tax, Microsoft Excel, Accounts Payable, Account Reconciliation, Variance Analysis, Equities, General Ledger, Payroll, Internal Audit, Process Improvement, Finance, Financial Modeling, IFRS, Bank Reconciliation, QuickBooks, GAAP, Internal Controls, Strategic Financial..., Investments, Cash Management, Corporate Finance, Sarbanes-Oxley Act, Spreadsheets, Corporate Tax, Forecasting, External Audit, Journal Entries, Financial Audits, Bookkeeping, Management Accounting, Bloomberg, Income Tax, PeopleSoft
Education
CPA, CMA 2012 — 2015
Ryerson University 2004 — 2008
Bachelor of Commerce (B.Com.) with Honors, Major in Finance, Minor in International Business, 3.5
CSI 2010 — 2010
Canadian Securities Course
Eckler Ltd. January 2014 - Present
CIBC Mellon April 2011 - December 2012
Rogers Communications Inc. September 2010 - April 2011
Franklin Templeton Investments January 2000 - September 2010
Northern Lights Communication Group 1995 - 1997
Vista Communications Inc. (a division of the Mariposa Group) 1994 - 1995
Skills
Internal Communications, Strategy, Strategic Communications, Employee Engagement, Communications Planning, Corporate Communications, Human Resources..., Total Rewards Strategies, Total Rewards..., Leader Communication, Reward and Recognition..., Managing Change, Intranet Strategy, SharePoint, HR Systems Deployment..., Brand Development, Plain Language, Performance Management, Employee Benefits, Employee Wellness, Learning and Development, Employee Retirement..., Change Management, Human Resources, Leadership, Communication Training, Marketing, Branding & Identity
Education
Ryerson University 1987 — 1990
Bachelor of Applied Arts, Radio and Television Arts
Professional Development
CIBC Mellon August 2011 - Present
Computershare July 2011 - August 2011
Computershare May 2011 - July 2011
Citco Fund Services February 2011 - April 2011
Admore Creations Inc January 2006 - February 2011
Blitz Marketing Group June 2008 - August 2008
Shenzhen Oversea Studies Center June 2006 - August 2006
Skills
Financial Accounting, Team Leadership, Team Coordination, Vendor Relations, China Sourcing, Consultancy, Direct Sales, Investor Relations, Hedge Funds, Financial Reporting, Cost Accounting, Account Reconciliation, Accounting, Global Sourcing, Investments, Mutual Funds, Derivatives, Microsoft Excel, Teamwork, Financial Analysis
Education
Queen's University 2014 — 2015
Master of Finance
Wilfrid Laurier University 2005 — 2010
Honours, Economics, Accounting
Albert Campbell Collegiate Institute 2001 — 2005
Honours
Tangerine October 2014 - Present
Louis Vuitton Canada September 2013 - September 2014
Binary Edge Creative December 2012 - May 2013
CIBC Mellon March 2012 - May 2012
HSBC Bank Canada December 2010 - March 2012
HSBC Bank Canada December 2009 - December 2010
Skills
Relationship Management, Customer Service, Sales Management, Team Leadership, Business Strategy, Business Planning, Sales, Leadership, Cantonese, Mandarin, English, Mortgage Lending, Retail Banking, Time Management, Account Management, Youth Leadership, Retail Sales, Banking
Education
Seneca College of Applied Arts and Technology 2007 — 2009
International Business/Accounting
SWIFT Innovative Technologies Inc. August 2015 - Present
Freshmore Media Inc. May 2013 - Present
SWIFT Innovative Technologies Inc. April 2014 - August 2015
CE Technologies Inc. January 2011 - April 2013
CE Technologies Inc. April 2008 - December 2010
CE Technologies Inc. July 2006 - April 2008
CE Technologies Inc. June 2005 - July 2006
Imperial Oil Ltd. May 2003 - August 2004
Imperial Oil Ltd. May 2002 - August 2002
CIBC Mellon January 2002 - April 2002
Skills
Business Analysis, Project Management, Training, Change Management, Staff Development, Strategic Planning, Public Speaking, Program Management, E-Learning, System Administration, Account Management, MS Project, Career Development, Training Delivery, Management, Data Analysis, Social Media, Manage Client..., Sales, Access, Business Process..., Google Analytics, Salesforce.com, Sales Management, Microsoft Excel, PowerPoint, Learning Management..., SDLC, Agile Methodologies, Client Liaison, Systems Analysis, System Deployment, Performance Reporting, Executive Reporting, Staff Management, Technical Staff..., Technology Enhancements, Course Creation, Contract Management, Client Development, Helping Clients Succeed, Muse, Articulate Studio, Github, User Interface Design, Career Assessment, Usability Testing, Sales Operations, Sales Process, Contract Writing
Education
University of Toronto 2004 — 2005
Bachelor of Education (B.Ed.), Business Studies
Ryerson University 1998 — 2003
Bachelor of Commerce (B.Com.), Information Technology Management (Co-op)
BMO Financial Group March 2014 - Present
Shoppers Drug Mart August 2010 - February 2014
eHealth Ontario March 2008 - July 2010
CIBC July 2005 - March 2008
CIBC Mellon 2003 - 2005
Sun Microsystem canada 2000 - 2002
HP 1996 - 2000
Digital Equipment Corporation May 1995 - August 1996
Oracle Corporation January 1994 - May 1995
Skills
Solution Architecture, Enterprise Architecture, Security, Large Systems..., Siebel, WebSphere Message Broker, Message Queue, Infrastructure..., Infrastructure Solutions, Infrastructure..., Storage, Web Technologies, Internet Services, PMP, Leadership, WebSphere Application..., Clienteling, Supply Chain
Education
Jilin University 1982 — 1989
master, computer science
CIBC Mellon November 2014 - Present
Scotiabank July 2013 - Present
CIBC March 2010 - July 2013
CIBC Wood Gundy November 2007 - March 2010
Scotiabank 2005 - 2007
Canada Computers 2003 - 2007
Infinity Technologies 1998 - 1998
Skills
Business Analysis, Integration, Requirements Gathering, Unix, SDLC, Business Requirements, Risk Management, Management, Project Planning, Leadership, Security, Testing, Vendor Management, Oracle
Education
Ryerson University 2000 — 2005
BComm, Information Technology Management, E-Business Minor
Earl Haig Secondary School
BMO Capital Markets February 2008 - Present
BMO Financial Group April 2003 - February 2008
CIBC Mellon March 2001 - April 2003
Tata TDWaterhouse Securities Pvt. Ltd. December 1999 - October 2000
Tata Finance June 1995 - December 1999
Skills
Interest Rate..., Fixed Income, Capital Markets, Institutional Sales, Swaps, Derivatives, Bloomberg, Securities, Bonds, Portfolio Management, Hedge Funds, Structured Products, Trading, Financial Markets, Options, Hedging, Structuring, Risk Management, Trading Systems, Financial Institutions, Market Risk, Investment Banking, Institutional..., Electronic Trading, Financial Structuring
Education
CFA Institute 2002 — 2005
CFA, Finance, Investments and Securities
Narsee Monjee Institute of Management Studies 1993 — 1995
MBA, Finance, General
Ramrao Adik Institute of technology 1986 — 1990
Bachelor of Engineering (B.E.), Computer Engineering
CIBC Mellon August 2015 - Present
CIBC Mellon November 2013 - Present
TD Wealth Management July 2012 - October 2013
TD Wealth Management February 2009 - July 2012
Skills
Equities, Bloomberg, Mutual Funds, Investments, Derivatives, Wealth Management, Portfolio Management, Accounting, Financial Services
Education
Derivatives Fundamentals Course (DFC) 2012 — 2013
Canadian Securities Course 2011 — 2012
Sardar Patel University 1990 — 1993
Bachelor of Commerce (B.Com.), Accounting and Finance
CIBC Mellon September 1998 - Present
Canada Trust March 1992 - August 1995
St. Catharines Blue Jays 1985 - 1989
Skills
Product Management, Product Development, Requirements Analysis, Process Improvement, Marketing Communications, Business Relationship..., Client Relationship..., Program Management, Change Management, Cross-functional Team..., Team Leadership, Financial Services, Strategy, Vendor Management, Management, Strategic Partnerships, Business Analysis, Risk Management, Mutual Funds, Business Development, Global Custody, IT Strategy, Securities Lending, Requirements Gathering, Fund Administration, Fund Accounting, Portfolio Management, CRM
Education
Niagara College 1988 — 1991
Diploma, Business Administration - Marketing
CIBC Mellon June 2015 - Present
Leon's Furniture October 2014 - Present
Skills
Social Media Marketing, Market Planning, Brand Management, Database Marketing, Digital Marketing, Quantitative Research, SPSS, Customer Service
Education
Ryerson University 2011 — 2015
Bachelor of Commerce (B.Com.), Marketing
Keiretsu Forum August 2015 - Present
Keiretsu Forum Istanbul May 2012 - Present
Arkan Ergin JPA International June 2008 - April 2012
Grant Thornton 2005 - 2008
CIBC World Markets May 2001 - February 2004
CIBC Mellon December 1997 - May 2001
Fidelity Investments April 1997 - December 1997
Skills
M&A experience, Business Valuation, M&A due diligence, Strategic Sourcing, Due Diligence, Strategic Consulting, Fairness Opinions, Valuation, Financial Services, Mutual Funds
Education
Northeastern University 1992 — 1996
BA, International Business & Management
Ashbury College 1989 — 1992
OAC
Bridge Investment Systems Consulting Inc. August 2012 - Present
HOOPP January 2012 - August 2012
HOOPP July 2009 - December 2011
HOOPP September 2008 - June 2009
CIBC Mellon March 2008 - September 2008
Skills
Bloomberg, Derivatives, Fixed Income, Capital Markets, Equities, Trading Systems, VBA, FX Options, Mutual Funds, Trading, Business Analysis, Asset Managment
Education
Queen's University 2011 — 2012
Master of Finance, Finance
University of Toronto at Scarborough 2002 — 2005
B.B.A, Finance
NBCC 1999 — 2001
Electrical/Computer Engineering, Computer Engineering
The Home Depot Canada March 2015 - Present
Editor/Writer 2004 - Present
AWAre Magazine 2011 - 2012
Sun Life Financial January 2000 - October 2008
CIBC Mellon January 2007 - November 2007
Skills
Editorial Consulting, Creative Writing, Critical Thinking, Public Relations, Issues Management, Leadership Development, Strategic Planning, Editing, Newsletters, Editorial, Corporate Communications, Media Relations, Advertising, Copywriting, Publications, Storytelling, Social Media, Writing, Internal Communications, Strategic Communications
Education
University of Toronto
London School of Journalism 2010 — 2012
Diploma
Ryerson University
York University
CIBC Mellon 2015 - Present
Compass Group 2008 - 2013
Solidwear Enterprises 2006 - 2008
Skills
Time Management, Microsoft Excel, Microsoft Word, ACCPAC, Financial Accounting, Not for Profit, Leadership, Team Leadership
Education
Ryerson University 2010 — 2015
Bachelor of Commerce (BCom), Accounting and Business Law
Agincourt Collegiate Institute 2006 — 2010
Gaoith Group November 2009 - May 2012
Valiant Trust Company; a wholly owned subsidiary of Canadian Western Bank April 2008 - November 2009
CIBC Mellon October 2003 - January 2008
Maple Trust Company April 1999 - October 2002
London Trust and Savings Corporation April 1997 - April 1999
B2B Trust April 1995 - April 1997
North American Trust Company April 1994 - April 1995
Confederation Trust Company March 1992 - April 1994
National Trust Company October 1988 - May 1992
Skills
Customer Relations, Renewable Energy, IPO, Transfer Agency, Mortgage, Corporate Trust, Securities Law, Investments, Mergers, Capital Markets, Operational Risk..., Reputational Risk, Compliance, Corporate Governance, Environmental Policy, Policy Writing, Corporate Development, Corporate Communications, Strategic Planning, Financial Services, Securities, Risk Management, CRM, Product Management, Product Marketing, Securities Regulation, Customer Service, Equities, Banking, Management, Entrepreneurship, Governance, Trading, Portfolio Management, Cross-functional Team..., Investor Relations, Mergers
Education
Seneca College of Applied Arts and Technology 1989 — 1991
Law Clerk, Securities, Trusts, Real Estate
Senator O'Connor College School
TELUS May 2009 - Present
TELUS April 2006 - May 2009
Hewitt Associates 2005 - 2006
DataMirror Corporation January 2004 - November 2005
CGI 2003 - 2004
CIBC Mellon 2001 - 2003
Pencom Systems 2000 - 2001
Canadian Co-operative Association 1999 - 2000
AIESEC Canada Inc. 1998 - 1999
Times of India 1997 - 1998
Skills
Sourcing, Networking, Personnel Management, Project Management, Management, IT Recruitment, Consulting, Information Technology, Program Management, Recruiting, Talent Management, Technical Recruiting, Performance Management, Employee Engagement, Human Resources, Talent Acquisition, Applicant Tracking..., Team Management, Vendor Management, CRM, Team Building, Employee Relations, Management Consulting, Business Development, Coaching, Start-ups, Integration, Training, Strategy, Team Leadership, Interviews, Employee Training, Sales, Executive Search, Telecommunications, Leadership, Succession Planning, Leadership Development
Education
Queen's University 1992 — 1996
Bachelor of Arts Honours, Economics
University of Toronto - Rotman School of Management
Not-For-Profit Board Governance Essentials program
Barbisan Solutions Inc July 2004 - Present
Logitech June 2002 - July 2004
Helpcaster Technologies Inc. June 2000 - June 2002
CIBC Mellon June 1998 - January 2000
Skills
ETL, XML, Databases, Software Development, Application Development, Data Warehousing, Java, PL/SQL, Unix, SQL Server, Visio, Enterprise Architecture, Integration, Architecture, Unix Shell Scripting, SQL, Oracle SQL, Solution Architecture, J2EE, Business Intelligence, Web Services, Informatica, Visual Basic, Systems Analysis, JSP, Perl, Microsoft SQL Server, Oracle, SDLC, Architectures, Programming, Software Design, Application Architecture, Java Enterprise Edition
Education
McMaster University 1993 — 1998
Hons. B. Sc., Computer Science
CIBC March 2013 - Present
CIBC Mellon February 2012 - March 2013
CIBC Mellon October 2009 - March 2012
ExxonMobil July 2008 - July 2009
ExxonMobil October 2006 - June 2008
ExxonMobil April 2005 - September 2006
ImperialOil April 2003 - March 2005
UBS August 1996 - February 1998
Skills
Solution Architecture, Unix, Systems Analysis, Business Analysis, System Design, Agile Methodologies, Data Warehousing, Technical Presentations, Project Estimation, Technical Leadership, Project Management, Process Improvement, System Architecture, Software Consulting, Software Cost Estimation, Technical Project..., Proof of Concept, Databases, Solution Implementation, Change Management, Resource Allocation, Technical Writing, Resource Development, Executive-level..., Technology Integration, Data Integration, Technology Consolidation, Hiring Employees, performance app, System Implementations, Sun Certified Java..., PMP, TOGAF, Threat Analysis, Business Continuity..., Mergers & Acquisitions, ITIL v3 Foundations..., Recognition Awards, Information Technology, Disaster Recovery
Education
Ryerson University 1998 — 2002
Bachelor's Degree, Business Information Systems (BCom)
RBC September 2015 - Present
CIBC Mellon June 2015 - September 2015
TD March 2014 - March 2015
BMO Financial Group March 2013 - March 2014
RBC August 2012 - February 2013
Scotiabank, Global Wealth Management June 2012 - August 2012
Credit Card Projects - Strategic Initiatives, TD Bank Group May 2009 - June 2012
Account Recovery & Fraud Management, TD Bank Group December 2008 - May 2009
Account Recovery & Fraud Management, TD Bank Group May 2006 - February 2009
Telephone Banking & Investment Services, TD Bank Group 2004 - 2006
Skills
Business Analysis, Process Improvement, Banking, Project Planning, Facilitations, Business Process Mapping, Leadership, PowerPoint, Visio, Management, User Acceptance Testing, Use Case Analysis, Process Engineering, Process Mapping, Problem Solving, Project Portfolio..., Six Sigma, Yellow Belt, Kaizen, Continuous Improvement, Microsoft Office, FMEA, Retail, Vendor Relations
Education
McMaster University 2010 — 2011
Associate Certificate
York University
Agincourt C.I.
CIBC 2014 - 2014
Dale & Lessmann LLP 2013 - 2014
Dale & Lessmann LLP 2012 - 2013
CIBC Mellon May 2011 - August 2011
Mercedes-Benz Canada 2008 - 2009
Bank of Montreal 2007 - 2009
Bank of Montreal 2005 - 2007
Skills
Corporate Law, Corporate Governance, Legal Research, Legal Writing, Employment Law, Legal Advice, Financial Modeling, Business Strategy, Leadership, Corporate Finance
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2012
JD/MBA, Law, Business
York University 2004 — 2008
Bachelor of Administrative Studies with Honors, Specializing in Marketing
CIBC Mellon January 2014 - July 2015
CIBC August 2012 - January 2014
JP Morgan September 2011 - June 2012
Deutsche Bank January 2010 - May 2011
Deutsche Bank September 2009 - December 2009
Hong Kong and Shanghai Banking Corporation August 2007 - September 2009
Skills
Financial Services, Quality Assurance, Trade Settlements, Custody and Clearing, Microsoft Excel, Microsoft Word, Lotus Notes, Outlook, SWIFT messages, Bloomberg Terminal, static data, Settlement, Equities, Banking, Corporate Actions, Financial Analysis, Fixed Income, Securities, Risk Management
Education
University of the Philippines Manila 2003 — 2007
Bachelor of Arts (BA), Political Science and Government
Ryerson University
Non Degree, Accounting and Finance
Mercer January 2001 - Present
OnX Enterprise Solutions February 2000 - December 2000
CIBC Mellon September 1996 - January 2000
Price Waterhouse Coopers May 1992 - August 1996
Skills
SharePoint, Project Management, Requirements Analysis, Software Lifecycle, Software Development, Software Deployment, Software Design, Portal Solutions, Manage Client..., Team Leadership, Consulting, Software Consulting, Intranet, Knowledge Management, Workflow, Event Planning, Emotional Intelligence, Usability, Business Analysis, Change Management, SDLC, CRM, PMO, Functional..., Project Planning, Analysis, Requirements Gathering, Enterprise Architecture, Leadership, User Acceptance Testing
Education
Ryerson University 1986 — 1992
Bachelor of Commerce, Computer Business Systems
Abcon Wine International September 2014 - Present
Penwill Communications 2011 - Present
Taste & Travel Magazine 2011 - Present
Encite Marketing January 2014 - September 2014
ResMor Trust Company 2008 - 2011
CIBC Mellon 2006 - 2008
Merkley + Partners 2000 - 2004
TD Bank Financial Group 1996 - 2000
Skills
Promotions, Market Planning, Sponsorship, Media Relations, Product Development, Writing, Employee Engagement, Integrated Marketing, Corporate Communications, Advertising, Direct Marketing, Event Management, Creative Development, Brand Development, Marketing Communications, Marketing Strategy, Social Media Marketing, Social Media, Budget Management, Digital Marketing, Marketing Management, Internal Communications, Online Marketing, B2B, Market Research, Event Planning, Marketing Research, Email Marketing, Consumer Insights, Analytics, Copywriting, SEO, FMCG, Strategic Planning, Sales Support, Retail, E-commerce, Team Leadership, Account Management, Customer Relations, New Business Development, Planning, Strategic Partnerships, Social Networking, Experiential Marketing, Relationship Marketing, Creative Direction, Budgets, Management, Blogging
Education
McGill University
Bachelor of Commerce (B.Com.), Honours, Marketing & Economics
University of Toronto
Foundations of Digital Marketing Management
CIBC Mellon August 2013 - Present
Franklin Templeton Investments June 2002 - April 2012
AIM Trimark Investments January 2000 - June 2002
CIBC Financial Planning August 1996 - January 2000
Skills
Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Coaching, Build Strong Teams, Relationship Management, Business Development, Strategic Planning, Business Strategy, Team Leadership, Risk Management, Equities, Financial Services, Asset Management, Investment Strategies, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Securities, ETFs, Retirement, Fixed Income, Investment Management, Separately Managed..., Hedge Funds, Wealth, Financial Advisory, Banking, High Net Worth..., Wealth Management..., Pensions, Financial Planners, Bonds, Capital Markets, Financial Markets, Mentoring
Education
Ryerson University
City Of Hamilton October 2014 - Present
PLASP Child Care Services January 2014 - September 2014
United States Steel Corporation April 2013 - January 2014
Foresters September 2012 - December 2012
Sunovion Pharmaceuticals Inc. October 2008 - August 2012
Resolve Corporation January 2007 - October 2008
Dion Durrell & Associates January 2006 - January 2007
CIBC Mellon July 2005 - January 2006
Brandes Investment Partners November 2002 - June 2005
Certapay May 2001 - October 2002
Skills
Vendor Management, Business Analysis, Active Directory, Windows Server, Microsoft Cluster, Network Load Balancing, Symantec Endpoint..., Batch Files, DNS management, DHCP, Network Appliance, VMware Workstation, VMware Infrastructure, VMware ESX, Cisco Call Manager, Blackberry Enterprise..., HP Proliant, ILO, vendo, Racking, SAN, System Administration, Enterprise Architecture, Lotus Domino, NetApp, Firewalls, Netbackup, Symantec Backup, Raritan, KVM Switches, Racks, Cabling, Diagrams, IP management, Barracuda Spam Firewall, Dell OpenManage
Education
Ryerson University 1989 — 1993
Western Tech
Western Tech
Canadian Stock Transfer Company October 2010 - August 2013
CIBC Mellon 2001 - October 2010
CIBC Mellon July 1997 - March 2001
R-M Trust December 1989 - June 1996
Aetna 1983 - 1989
Excelsior Life Insurance company June 1980 - November 1983
Education
Ryerson University 1983 — 1987
Certificate, Computerized business systems
York University 1976 — 1980
Spec BA, Economics
Beutel Goodman & Company Ltd. January 2013 - Present
CIBC Mellon May 2012 - December 2012
CIBC Mellon 1999 - 2011
Skills
Account Reconciliation, Microsoft Office, Customer Service, Accounting, Accounts Receivable, Finance, Auditing, Financial Analysis, Financial Reporting, Business Analysis, Budgets, Process Improvement, Payments, Financial Services, Management, Banking
Education
Seneca College of Applied Arts and Technology 1992 — 1997
Accounting & Business Computer System, diploma
Shiseido Americas Corporation June 2015 - Present
Blast Radius (member of WPP's Wunderman network) April 2014 - June 2015
Blast Radius May 2012 - March 2014
Blast Radius April 2008 - April 2012
Blast Radius June 2007 - March 2008
CIBC Mellon July 2005 - June 2007
CIBC Mellon May 2004 - July 2005
Skills
Project Management, Business Analysis, Requirements Gathering, Risk Management, Financial Services, PMO, Agile Project Management, Business Requirements, Requirements Analysis, Process Improvement, Team Leadership, Project Planning, Visio, Business Process..., Program Management, Project Portfolio..., Client Relations Skills, Interactive Advertising, CRM, Resource Management, Digital Marketing, E-commerce
Education
McMaster University 2000 — 2003
Bachelor of Arts (BA), Business and Economics
Woodbridge Foam September 1998 - Present
CIBC Mellon April 1997 - September 1998
Cadillac Fairview 1988 - 1995
American Express Canada November 1986 - November 1988
Skills
Cash Management, Risk Management, Insurance, Corporate Finance, Financial Reporting, Financial Analysis, Forecasting, Accounting, Budget, Cash Flow, Microsoft Excel, Operations Management, Internal Controls, Managerial Finance, Negotiation, Variance Analysis, Budgets, Financial Modeling, Commercial Banking, Sarbanes-Oxley Act, Treasury, Cost Accounting, Auditing, Treasury Management, Financial Accounting
Education
Ryerson University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pickering High School, Ajax, Ontario 1975 — 1980
SSHGD, Accounting and Business/Management
CIBC March 2014 - Present
CIBC Mellon December 2010 - March 2014
George Weston Limited June 2008 - December 2010
Sapphire Technologies Canada November 2007 - June 2008
Bilingual Source March 2006 - November 2007
Skills
Employee Relations, Onboarding, Talent Acquisition, Recruiting, Talent Management, Human Resources, Employee Engagement, Performance Management
Education
Queen's University 2000 — 2004
BA, Honours, Psychology & Sociology
St Lawrence College 2004 — 2005
Post Graduate, Human Resources
Human Resources Professional Association of Ontario (HRPA)
Certified Human Resources Professional
Canadian Securities Institute
Canadian Securities Course
CIBC Mellon August 2014 - Present
CIBC Mellon May 2013 - August 2014
CIBC Mellon September 2011 - May 2013
The Remington Group, LLC May 2010 - August 2010
Town of Markham January 2005 - May 2010
Skills
Data Analysis, Economics, Financial Analysis, Microsoft Excel, Microsoft Office, Teamwork, Time Management, Market Research, Financial Modeling, Risk Management, Investments, Derivatives, Bloomberg, Analysis, Equities
Education
Passed CFA Level 3
Ryerson University 2007 — 2011
BA, International Economics and Finance
Canadian Securities Institute 2011 — 2011
Certificate, Canadian Securities Course
Canadian Securities Institute 2014 — 2014
Derivative fundamentals and options licensing
BMO Capital Markets June 2015 - Present
Kazmi Investments Inc. June 2012 - Present
BMO Capital Markets September 2014 - March 2015
BMO Capital Markets July 2013 - July 2014
RBC Capital Markets June 2012 - June 2013
Capco September 2011 - April 2012
Scotiabank March 2010 - August 2011
CIBC Mellon June 2007 - March 2010
T Securities (DMCC) September 2005 - March 2007
Skills
Market Risk, Derivatives, Bloomberg, Capital Markets, Fixed Income, FX, Basel II, Credit Risk, Equities, Financial Modeling, Risk Management, Trading, VBA, Financial Analysis, Stress Testing, Commodities, Bonds, Financial Markets, Operational Risk, Investment Banking, Hedging, Credit Derivatives, Securities, Enterprise Risk..., Liquidity Risk, Investments, FX Options, Finance, Financial Risk, Financial Services, Quantitative Finance, Interest Rate..., Mutual Funds, Portfolio Management, Quality Assurance, Quality Center, Equity Derivatives, Hedge Funds, Options
Education
University of Westminster 2004 — 2005
MSc, International Finance
King's University College 2003 — 2004
BA, Economics
Crescenta Valley High School
High School Diploma
The International School of Choueifat
CIBC Mellon 2013 - Present
CIBC Mellon 2010 - May 2013
CIBC Mellon 2007 - December 2010
CIBC Mellon, GSS 2000 - 2007
Canada 3000 Airlines 1995 - 1997
PricewaterhouseCoopers LLP 1992 - 1995
Skills
Strategy Development, Product Management, Talent Development, Results Oriented, Strategy, Risk Management, Business Development, Financial Services, Business Process..., Business Strategy, Mutual Funds, Outsourced Solutions, Leadership, Marketing, Finance, Change Management, New Business Development, Strategic Partnerships
Education
Queen's University 1988 — 1992
BComm, Accounting
PwC Canada February 2015 - Present
CIBC Mellon September 2013 - January 2015
Skills
US Tax, Tax Returns, Data Analysis, Research, Financial Analysis, Economics, Financial Modeling, Bloomberg, Microsoft Excel, SPSS, Stata, Mandarin
Education
Nanyang Technological University 2011 — 2013
Master of Science (M.Sc.), Finance
The University of British Columbia 2007 — 2011
Bachelor of Arts (B.A.), Economics, Commerce
National University of Singapore 2010 — 2010
Exchange Program, Economics
CIBC Mellon April 2015 - September 2015
Scotiabank December 2014 - April 2015
Sears Canada October 2014 - December 2014
Moore Stephens Patrick McNamara (ACCA Approved Employer) August 2012 - September 2014
Limerick Institute of Technology September 2008 - May 2012
3mobile March 2010 - January 2012
G4S Security Services September 2009 - March 2010
Nancy Blakes Bar September 2008 - May 2009
Jones Engineering Group June 2005 - September 2005
Skills
Financial Accounting, Accounting, Customer Service, Account Reconciliation, Microsoft Excel, VAT, Microsoft Office, Auditing, Sage, Sales, Bookkeeping, Finance, Time Management, Teamwork
Education
Association of Certified Chartered Accountants 2012 — 2016
Accredited as a certified chartered Accountant, Accounting
Limerick Institute of Technology 2008 — 2012
Honours Degree in Accounting and Finance, Accounting and Finance
B2B Bank September 2009 - January 2013
RBC Dexia Investor Services 2005 - 2008
RBC Dexia Investor Services 2000 - 2005
CIBC Mellon 1998 - 2000
Mackenzie Financial Corporation 1989 - 1998
Education
Ryerson University
University of Toronto at Scarborough
WSIB March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) August 2012 - March 2014
Morneau Shepell July 2011 - August 2012
CIBC World Markets January 2010 - July 2011
SunGard iWorks 2006 - 2010
CIBC Mellon June 1998 - January 2006
Montreal Trust 1991 - 1996
Skills
Business Requirements, SDLC, Business Analysis, User Acceptance Testing, Requirements Gathering, Business Process..., Process Improvement, Software Documentation, Testing, Requirements Analysis, Project Management, Agile Methodologies, Quality Assurance, Business Process, Insurance, Risk Management, Solution Architecture, Program Management, Systems Analysis, Visio, Gap Analysis, SQL, Software Development, Project Delivery, Integration, Functional..., .NET, PMO, Software Project..., Business Process..., Training, SharePoint, UML, Data Warehousing, Databases, Web Services, Business Process Design, MS Project, Big Data
Education
Ryerson University
Certificate, Project Management
Ryerson University
CIBC Mellon June 2015 - Present
RBC Investor & Treasury Services May 2014 - June 2015
RBC Investor & Treasury Services January 2012 - May 2014
RBC Dexia Investor Services December 2009 - January 2012
RBC Dexia Investor Services April 2006 - December 2009
RBC Dexia Investor Services August 2002 - April 2006
RBC Royal Bank January 2000 - August 2002
Skills
Global Custody, Customer Service, Relationship Management, Performance Measurement, Employee Management, Account Portfolio..., Analytics, Employee Training, Financial Services, Investments, Strategy, Analysis, Management, Mutual Funds, Valuation, Trading
Education
Canadian Securities Institute (CSI) 2013 — 2013
Canadian Securities Course (CSC)
McGill University 2004 — 2008
Delta College 2000 — 2002
DEC Management, Accounting and Finance
LaSalle Catholic 1994 — 1999
High School Diploma
CIBC Mellon September 2015 - Present
CIBC Mellon December 2014 - September 2015
The Nuance Group July 2013 - December 2014
BDO Canada January 2012 - April 2012
Danier Leather August 2010 - January 2011
Mexx Canada Company September 2008 - June 2009
Skills
Tax Preparation, Accounting, Bookkeeping, Payroll, Customer Service, General Ledger, Bank Reconciliation, Teamwork, Leadership, Close Attention to..., Time Management, High Organizational..., Interpersonal Skill, Critical Thinking, Tax Returns, Financial Statements
Education
Ryerson University 2013 — 2015
Bachelor's Degree, Business Management - Accounting with a Minor in Business Law
Sheridan College 2010 — 2013
Ontario College Advanced Diploma, Business Administration - Accounting
CIBC Mellon June 2015 - Present
Karsan Collection 2014 - Present
CIBC Mellon January 2014 - May 2015
CIBC Mellon June 2012 - December 2013
Grohe May 2010 - June 2012
H&R Block March 2009 - May 2010
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Mutual Funds, Accounting, Hedge Funds, Fund Administration, Bloomberg, Fund Accounting, Equities, Investments, Auditing, Derivatives, Cash Flow, Finance, Analysis, Microsoft Excel
Education
Wilfrid Laurier University 2015 — 2018
Master of Business Administration (MBA) Candidate (Part-Time), Finance
Ryerson University 2009 — 2012
Bachelor of Commerce (BComm), Finance
Sheridan College 2006 — 2009
Advanced Diploma in Business Administration, Finance
CIBC Mellon September 2015 - Present
CIBC Mellon January 2015 - August 2015
SGGG Fund Services Inc. July 2011 - December 2014
Skills
Financial Analysis, Budgets, Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Modeling, Accounting, Bloomberg, Data Analysis, Team Leadership, Corporate Finance, Finance, Microsoft Word, Customer Service, Financial Accounting, PowerPoint, Teamwork, Investments
Education
Ryerson University 2008 — 2012
Bachelor of Commerce, Accounting & Finance
Agincourt C.I. 2004 — 2008
CIBC Mellon August 2015 - Present
CIBC Mellon September 2014 - August 2015
CIBC Mellon August 2013 - September 2014
Accounting Plus Financial Service Inc July 2013 - August 2013
KPMG Canada February 2010 - April 2013
Heritage Auctioneers August 2012 - February 2013
UTChinese Magazine May 2010 - June 2012
Skills
Microsoft Excel, Teamwork, Data Analysis, Time Management, Mutual Funds, ETFs, Fund Accounting, Bank Reconciliation, Corporate Actions, InvestOne, CMS, NAV, Microsoft Office, PowerPoint, Event Planning, Research, Financial Analysis, Statistics, ROE, WSIB, Mandarin, Tax Credits, Appeals, Accounts Receivable, Microsoft Word, Customer Service
Education
Queen's University 2014 — 2015
Master of Finance 2015
University of Toronto 2008 — 2012
Honor Bachelor of Arts, Economics
Bureau Veritas March 2015 - Present
Bureauveritas May 2005 - Present
CIBC Mellon March 2003 - March 2005
Bank of Montreal March 2001 - February 2003
Skills
VMware, SQL Server, Lotus Domino, MS Exchange Server, Symantec Enterprise..., Trend Micro, Deduplication, Storage Area Networks, VCP, MCSE, MCITP, Blackberry Enterprise..., Windows Server 2008, IIS, Project Management, Business Continuity..., EMC Storage, Data Domain, Microsoft SQL Server, Microsoft Exchange, Windows Server, vSphere, VMware ESX, Active Directory, Data Center, Microsoft Certified..., Disaster Recovery, Citrix, ITIL, Enterprise Vault
Education
NED University of Engineering and Technology
BS, Electrical Engineering
Traveling August 2015 - Present
Scout Communications August 2013 - August 2015
Bryan Mills Iradesso April 2011 - April 2013
Valiant Trust Company February 2007 - August 2010
Valiant Trust Company January 2006 - February 2007
CIBC Mellon September 1997 - October 2005
Skills
Sales, Networking/Relationship..., Communications, Leadership/Management, Analytical/Project..., Management, Business Development, Financial Services, Strategic Communications, Corporate Communications, Investor Relations, Communications Planning, Internal Communications, Finance, Strategic Partnerships, Leadership, Account Management, Budgets, Strategy, Marketing Strategy, CRM, Strategic Planning, Media Relations, Communication, Crisis Communications, Marketing Communications, Competitive Analysis, Project Management
Education
Wilfrid Laurier University 1990 — 1993
BA, Economics
Mount Royal University
Continuing Education
Ontario Teachers' Pension Plan March 2014 - January 2015
RBC Wealth Management September 2013 - December 2013
RBC Wealth Management August 2011 - July 2013
RBC Dexia Investor Services May 2009 - May 2011
RBC Dexia Investor Services November 2008 - May 2009
RBC Dexia Investor Services April 2007 - May 2008
Bank of Montreal June 2006 - April 2007
TMX Group June 2004 - June 2006
CIBC Mellon January 2004 - June 2004
CIBC Mellon June 2002 - January 2004
Skills
Risk Management, Project Management, Equities, FX Hedging, FX trading, Capital Markets, Requirements Analysis, Requirements Gathering, Requirements Management, Testing, Business Analysis, Financial Risk, PMP, SDLC, Business Requirements, User Acceptance Testing, Business Process, MS Project, Portfolio Management, Integration, Software Project..., Wealth Management, FX Derivatives, Bonds, Operational Activities, Training, Business Systems..., Information Technology, Credit Risk, PMO, Project Portfolio..., Trading
Education
Bay 3000 Corporate Education- PMP Course 2010 — 2010
Professional Risk Managers' International Association- UK 2006 — 2006
Canadian Securities Institute 2001 — 2001
Middle East Technical University 1992 — 1996
BA
ted
CIBC Mellon July 2011 - September 2012
First Base Solutions January 2008 - September 2009
Sport Chek 2003 - 2006
Education
Ryerson University 2008 — 2011
Bachelors of commerce, Finance
Loyalty One May 2011 - June 2014
Sun Life Financial 2006 - 2011
CIBC Mellon 2004 - 2006
Canada Life 2002 - 2003
Amdocs 2000 - 2002
Architel 1998 - 2000
Skills
Release Management, SDLC, Requirements Analysis, Systems Analysis, Technical Writing, Technical Support, Mainframe, Project Planning, Workshop Facilitation, Cost Benefit, Technical Training, Executive Management, Configuration Management, ITIL, Integration, Disaster Recovery, Software Project..., Databases, Requirements Gathering, SharePoint, IT Service Management, Solaris, IT Operations, Visio, Enterprise Architecture, Analysis, Unix Shell Scripting, System Deployment, AIX, Software Development, Business Analysis
Education
Loyalist College
Certificate, ITIL Practitioner Configuration, Change and Release
Arizona State University, College of Engineering and Applied Sciences and Institute of Configuration
Certificate, Release, Change and Configuration management
CDI College of Business &Technology 1996 — 1998
Diploma, Computer Programming and System Analysis
University of Belgrade
Master Degree, Information Sciences
University of Belgrade
Bachelor of Arts, Philology
CIBC Mellon August 2015 - Present
CIBC Mellon September 2014 - August 2015
CIBC Mellon November 2011 - September 2014
CIBC Mellon May 2011 - August 2011
Skills
Financial Reporting, Analysis, GAAP, Valuation, Tax, IFRS, Accounting, Finance, Financial Statements, Teamwork
Education
Chartered Professional Accountants of Canada 2014 — 2015
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance, General
CIBC Mellon January 2014 - Present
CIBC Mellon April 2000 - January 2014
IBM Canada Ltd. January 1999 - October 1999
TD June 1998 - December 1998
Skills
Information Security..., Active Directory, VMware ESX, SDLC, Solution Architecture, Unix, Servers, Operating Systems, Networking, Management, Hardware, Team Leadership, Security, Databases, IT Service Management, Integration, Program Management, TCP/IP, Windows Server, Linux, AIX, Data Center
Education
McMaster University 1989 — 1994
Bachelor of Engineering, Materials Engineering & Management
Queen Elizabeth Park High School
Ontario Secondary School Diploma
State Street April 2010 - Present
State Street April 2006 - April 2010
State Street March 2004 - April 2006
CIBC Mellon April 2001 - March 2004
Skills
Fund Accounting, Bloomberg, Fixed Income, Financial Reporting, Reconciliation, Accounting, Hedge Funds, General Ledger, Securities, Bonds, Investments, Valuation, Cash Flow, SOX, Audit, Internal Controls, Customer Relations, Excel, Accounts Payable, Access, PeopleSoft, Mutual Funds, Microsoft Office, Word, Due Diligence, Accruals, Pricing, Reconciliations, Microsoft Excel, Account Reconciliation, Risk Management, Financial Services
Education
Ryerson University 1997 — 1998
CIBC Mellon November 2008 - Present
Skills
VMware, Active Directory, VMware ESX, Disaster Recovery, Windows Server, DNS, VMware Infrastructure, vSphere, Group Policy, Microsoft Exchange, Hyper-V, IIS, DHCP
Education
Lakehead University 1992 — 1997
RSA Canada May 2013 - Present
RSA Canada September 2008 - May 2013
Royal and SunAlliance 2007 - May 2013
Royal & SunAlliance Insurance Canada March 2007 - September 2008
JP Consulting October 2004 - February 2007
Rogers Communications July 2000 - September 2004
BCE Emergis February 1999 - June 2000
CIBC Mellon January 1998 - January 1999
The Canadian Depository for Securities Limited (CDS) October 1993 - December 1998
Skills
SDLC, MS Project, PMO, Change Management, Quality Assurance, Process Improvement, Deliverables, PMP, User Acceptance Testing, Team Leadership, Portfolio Management, Insurance, Program Management, Certified Project..., Project Portfolio..., Project Delivery, Mentoring, Project Planning, PMI, Software Project..., Business Requirements, Management, Project Management
Education
University of Fredericton 2013 — 2015
Masters of Business Administration (MBA), Global Leadership
Lean Sigma 2010 — 2013
Lean Sigma, Lean Sigma Green Belt
Project Management Institute 2003 — 2013
PMP - Project Management Professional, Project Management
Investment Funds Institute of Canada 1994 — 1994
IFIC, Investment Funds Institute of Canada
Canadian Securities Institute 1993 — 1993
CSC, RR, Canadian Securities Course, Registered Rep.
McMaster University 1988 — 1993
B.A.; B.Sc., Economics, Geology / Geography
University of Fredericton
University of Fredericton
University of Fredericton
CIBC Mellon August 2015 - Present
CIBC Mellon April 2013 - Present
RBC Investor Services January 2012 - April 2013
RBC Investor Services May 2006 - January 2012
RBC 2000 - 2006
Skills
Global Custody, Relationship Management, Financial Services, Fund Administration, Equities, Mutual Funds, Investments, Derivatives, Securities, Hedge Funds, Securities Lending, Fixed Income, Pensions, Alternative Investments, Fund Accounting, Business Strategy, Strategic Planning, Corporate Actions, Finance, Strategy
Education
Ryerson University 1991 — 1995
Bachelor of Business Management, Accounting & Finance
RPM Technologies March 2015 - Present
PureFacts Financial Solutions Inc. August 2013 - February 2014
RBC Investor Services 2012 - January 2013
Citco Fund Services 2008 - 2012
Citco Fund Services October 2006 - December 2007
Citco Fund Services January 2006 - September 2006
International Financial Data Services (IFDS) 2002 - 2005
International Financial Data Services (IFDS) 2001 - 2002
International Financial Data Services (IFDS) 2000 - 2001
CIBC Mellon 1998 - 1999
Skills
Global Relationship..., Hedge Funds, Fund Administration, Securities Lending, Alternative Investments, Product Management, Offshore Project..., Sales Process, Change Management, Operations Leadership, Investor Relations, Asset Managment, Middle Office, Project Management, Mutual Funds, Vendor Management, Bonds, Fund Of Funds, Operations Management, Capital Markets, FX Options, Derivatives, Financial Markets, Equities, Management, Trading, CRM, Global Custody, Relationship Management, Investments, Fund Accounting, Leadership Development, Budgets, Trading Systems, Options, Business Development, Business Strategy, Bloomberg, Financial Analysis, Integration, Credit Derivatives, Process Improvement, Portfolio Management, Securities, Fixed Income, ETFs, Swaps, Strategic Planning, Back Office, Corporate Actions
Education
McMaster University
CIBC Mellon February 2014 - Present
TD Bank Financial Group October 2009 - January 2014
State Street January 1995 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Mutual Funds, Financial Services, Relationship Management, Wealth Management, Valuation, Back Office, Financial Reporting, Fund Accounting, Corporate Actions
Education
Ryerson University 1990 — 1994
CIBC Mellon August 2007 - Present
Centract July 2006 - August 2007
Manulife Financial February 1998 - May 2004
Skills
PMP, SDLC, PMO, Project Delivery, Requirements Gathering, SharePoint, Business Intelligence, Workflow Solutions, Profitability Analysis, SAP, Business Objects, Document Management, Document Imaging, Financial Reporting, Data Warehousing, Business Analysis, Process Improvement, Business Process..., Management, Software Development, Team Leadership, Program Management, Project Management, Data Analysis, Data Modeling, Outsourcing, Change Management, Process Engineering, Management Consulting, Business Requirements, Software Project..., Business Process
Education
Ryerson University 1997 — 1998
Certificate of Business Technology Management
University of Toronto 1992 — 1996
Bachelor of Science (B.Sc.)
Bell May 2014 - Present
Gen5 Networks Cara Operations October 2013 - July 2014
VendTek Systems October 2012 - September 2013
RBC Investor & Treasury Services May 2013 - August 2013
Canadian Stock Transfer CST (Formerly CIBC Mellon Trust) October 2005 - August 2011
CIBC Mellon March 2002 - October 2005
Skills
Teamwork, Financial Services, Customer Service, Team Leadership, Network Administration, Technical Support, Microsoft Technologies, Leadership, Management, Team Building, Risk Management, Budgets, Analysis, Windows, Outlook, System Administration, Process Improvement, Banking, Microsoft Excel, Project Management, Strategy, Strategic Planning, Business Analysis, Coaching, Program Management, Recruiting, Data Analysis
Education
Seneca College of Applied Arts and Technology 2012 — 2014
Associate’s Degree, Computer Networking and Technical Support Information & Communications Technology
Université du Québec à Montréal 1996 — 1998
TD 2010 - 2013
TD 2008 - 2010
Manulife Financial 2004 - 2007
CIBC Mellon 2003 - 2004
Skills
Retirement Planning, Customer Service, Regulatory Governance, Business Ethics
Education
Canadian Securities Institute
Financial Planners Standards Council
CFP
The University of Western Ontario - King's University College
BA, Economics
City of Markham February 2010 - Present
On Contract February 2009 - January 2010
Symcor Inc May 2006 - November 2008
CIBC Mellon 2004 - 2006
Paramount Canada's Wonderland January 2004 - October 2004
Skills
budgeting, Financial Analysis, Project Finance, Financial Reporting, Accounting, Financial Modeling, Managerial Finance, Forecasting, Financial Accounting, Variance Analysis, Strategic Financial..., Finance, Account Reconciliation, Analysis, Business Analysis
Education
York University - Schulich School of Business 1998 — 2002
MBA, Finance
San Diego State University-California State University 1984 — 1989
BSc, Accounting
Z-TECA FOODS INC., Toronto December 2008 - Present
CIBC Mellon January 2007 - April 2007
Morrison Financial Services April 2005 - December 2006
Famous Players Inc. 1987 - 2003
Skills
Financial Analysis, Analysis, Accounting, Financial Reporting, Accounts Payable
Education
Ryerson University 2003 — 2009
coreFusion January 2007 - December 2009
Entire Imaging Inc. July 2003 - January 2007
Sysinct / IKON Professional Services March 1996 - July 2003
CIBC Mellon September 1994 - February 1996
Software City / Software Alternatives / Software Spectrum December 1990 - September 1994
Computerland / SHL Systemhouse Inc. December 1988 - December 1990
Skills
Data Center, Servers, Software Development, VMware, Windows Server
Education
Control Data Institute 1987 — 1988
Computer Technology
Niagara College 1980 — 1981
Broadcast Journalism
Children's Treatment Network April 2013 - Present
Anchel Krishna Communications October 2011 - Present
Purdue Pharma June 2009 - October 2011
CIBC Mellon January 2009 - June 2009
CIBC Mellon September 2006 - January 2009
Hudson's Bay Company November 2004 - August 2006
Skills
Strategic communication..., Employee communications..., Strong and dynamic..., Relationship building, Project management, Media relations and..., Improving operational..., Senior executive,..., Social Media, Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Project Management, Crisis Communications, Communications Planning, Editing, Newsletters, Writing, Strategy, Public Relations
Education
University of Toronto 2008 — 2009
Certificate in Strategic Communications
Ryerson University 1999 — 2003
Bachelor of Journalism
CIBC Mellon GSS March 2012 - Present
CIBC Mellon Trust Company January 2007 - March 2012
CIBC Mellon February 2004 - December 2006
PricewaterhouseCoopers March 2002 - August 2003
IDAC February 2000 - November 2001
Ceylon Tapes (pvt) ltd July 1997 - November 1998
Skills
Financial Analysis, Accounting, Investments, Bloomberg, Financial Reporting, Investment Banking, Auditing, Budgeting, Regulatory Submissions, Regulatory Compliance
Education
Member of Chartered Professional Accountants Ontario 2011 — 2014
Designated CPA, CGA
Laurentian University/Université Laurentienne 2011 — 2013
Honours Bachelor of Commerce
Canadian Securities Institute 2006 — 2007
Completed CSC
Chartered Institute of Management Accountants 2001 — 2003
The British Computer Society 2001 — 2003
Professional Certification in Information system engineering
CIBC Mellon October 2009 - June 2011
Felcom Data Services 2007 - November 2009
Education
Ryerson University
CIBC Mellon July 2013 - Present
Canadian Air and Space Museum May 2009 - Present
CIBC Mellon March 2011 - July 2013
Investors Group May 2008 - January 2009
Canadian Air & Space Museum June 2007 - January 2008
Skills
Data Analysis
Education
CFA Institute 2009 — 2011
CFA, Chartered Financial Analyst
Canadian Securities Institute 2009 — 2009
Canadian Securities Course
Ryerson University 2008 — 2009
Certificate, Certificate of Proficiency in French
Ryerson University 2004 — 2008
BA, International Economics and Finance
CGA
Certified General Accountant (CGA), Accounting
Laurel Hill Advisory Group December 2014 - Present
Kingsdale Shareholder Services April 2012 - March 2014
State Street October 2010 - April 2012
Kingsdale Shareholder Services September 2005 - September 2010
CIBC Mellon September 2000 - September 2004
TD September 1999 - September 2000
RBTT Bank N.V. November 1996 - August 1999
Buck Securities November 1994 - May 1996
PwC August 1992 - November 1994
Skills
Corporate Finance, Equities, Team Building, Strategy, Capital Markets, Mergers & Acquisitions, Relationship Management, Mergers, Investments, Securities, Investor Relations, Corporate Governance, Mutual Funds, CRM, Financial Analysis
Education
Nova Southeastern University 1996 — 1997
Masters Business Administration, Finance
Univesity of the West Indies 1980 — 1985
Bachelor's Degree, Economics and Management, Honours
BNY Mellon May 2014 - Present
The Duke of Edinburgh's Award (Ontario) April 2012 - Present
BNY Mellon February 2012 - April 2014
The Canadian Securities Lending Association (CASLA) June 2009 - June 2012
The Duke of Edinburgh's Award (Ontario) April 2011 - April 2012
The Bank of New York Mellon July 2011 - February 2012
CIBC Mellon May 1993 - July 2011
Skills
Finance, Management, Equities, Nonprofits, Loans, Bonds, Hedge Funds, Securities, Investments, Fixed Income, Capital Markets, Mutual Funds
Education
Stanford Graduate School of Business
Stanford Executive Program (SEP)
The University of Western Ontario - Richard Ivey School of Business
MBA, Master Business Administration
Altus Group June 2009 - Present
Canadian Diabetes Association 2003 - June 2009
Proximi-T 2000 - 2004
CIBC Mellon 1999 - 2000
Lexicon 1997 - 1999
Skills
ERP, CRM, Business Process, Business Analysis, Requirements Analysis, Change Management, Business Process..., Data Migration, Visio, Management Consulting, Business Intelligence, Microsoft CRM, SQL, Solution Architecture, Requirements Gathering, PMP, Software Project..., SDLC, Data Warehousing, Analysis, Project Management, Vendor Management, Team Building, IT Strategy, SharePoint, Integration
Education
Ryerson University 1994 — 1997
B.Comm, Computer Business Information Systems
University of Toronto 1991 — 1994
BA, Economics
CIBC Mellon January 2013 - Present
Hi Tech Institute November 2012 - November 2012
GTFS January 2008 - June 2012
GTFS January 2006 - December 2007
GTFS January 2002 - December 2005
GTFS August 1999 - December 2001
BISIL 1997 - 1999
Skills
Project Management, ERP, CRM, Business Analysis, Team Management, Software Project..., Accpac, Microsoft Dynamics, Microsoft SQL Server, Integration, Requirements Analysis, Business Process, SDLC, Navision, Pre-sales, Business Intelligence, Software Development, PMP, MS Project, Oracle, IT Strategy
Education
Maharashtra Institute of Technology 1993 — 1995
Master of Computer Applications (M.C.M.), Computer Science and Management
Pune University 1993 — 1995
Master of Computer Management(M.C.M), Computer Science and Management, A
Mahatma Gandhi University 1988 — 1991
Bsc, Physics
RBC Capital Markets April 2014 - Present
Manulife Financial November 2010 - April 2014
RBC Dominion Securities May 2009 - August 2009
RBC Capital Markets September 2006 - August 2008
CIBC Mellon September 2005 - September 2006
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA
McGill University 2001 — 2005
B Comm.
TD January 2014 - Present
Strathroy Middlesex General Hospital Foundation December 2013 - January 2014
FHR Technologies May 2013 - November 2013
IBM @ TD Financial Group October 2012 - February 2013
CIBC Mellon April 2012 - July 2012
Mackenzie Financial Corp. October 2011 - December 2011
Canadian Tire Corporation August 2010 - September 2011
Quinte Healthcare, Belleville, Ontario February 2010 - July 2010
Toronto Police Service June 2009 - September 2009
Virgin Mobile Canada March 2009 - May 2009
Skills
Microsoft Exchange, VMware, SCCM, VMware ESX, Citrix Metaframe, VMware Server, VMware Infrastructure, SMS, Windows 3.1, Windows 2008, Citrix Presentation..., Citrix XenApp, ESXi, IIS, Active Directory, Microsoft SQL Server, Troubleshooting, System Administration, System Integration..., Large Scale Deployments, Hardware Deployments, Project Planning, Technical Support, IT Hardware Support, Server upgrade and..., Server Consolidation, Network Engineering, Network & Systems, Directory Services, VMware Cloud, Ghost Imaging, Citrix Xen Desktop, Server Virtualization, VDI, Microsoft Cluster, High Availability..., SQL Clustering, P2V, V2V, V2P, P2P, vCenter Server, VMotion, Storage Virtualization, DRS, DPM, HA, FT, Cisco Technologies
Education
Mehran University of Engineering and Technology Jamshoro 1991 — 1999
B.E, Electronics Engineering
CIBC Mellon September 2014 - Present
State Street May 1997 - April 2014
Americas Trust Bank March 1999 - December 1999
Skills
Leadership, Kaizen, Operations Management, Sales, Relationship Management, Full P&L Responsibility, Mutual Funds, Hedge Funds, Cayman, Offshore Operations, Financial Risk, Fund Administration, Financial Services, Investments, P&L Management, Alternative Investments, Portfolio Management, Leadership Development, Asset Management, Business Strategy, Derivatives, Equities, Financial Analysis, Fixed Income, Performance Motivation, Risk Management, Securities
Education
Ryerson University 1993 — 1997
BCOMM, Accounting, Finance
The Heller Group September 2006 - Present
CIBC Mellon September 1997 - May 2005
Montreal Trust 1995 - 1999
Skills
Corporate Governance, Legal Writing, Mediation, Recruiting, Career Counseling, Corporate Law, Privacy Law, Legal Advice, Employment Law, Mergers & Acquisitions, Legal Research, Due Diligence, Securities, Dispute Resolution, Intellectual Property, Litigation, Corporate Finance, Joint Ventures, Capital Markets, Human Rights, International Law, Arbitration, Restructuring, Executive Search
Education
Queen's University 1989 — 1992
Bachelor of Laws (LL.B.), Law
University of Guelph 1986 — 1989
Bachelor's degree, Public Administration
Citco Bank Canada June 2010 - Present
CIBC Mellon April 1999 - May 2010
Skills
Internal Audit, Operations Management, Team Management, Enterprise Risk..., Sarbanes-Oxley Act, Operational Risk, Internal Controls, COBIT, Risk Management, SAS70, ISAE 3402, S5970, Auditing, SSAE16, Training Delivery, SOC 1, Governance, Treasury, SSAE 16, Credit Risk, Banking, Market Risk, Sarbanes-Oxley, Business Continuity..., Fund Accounting, Fraud, Cash Management, Operational Risk..., Capital Markets, AML, Risk Assessment, Business Process, SEC filings, IT Controls, Securities, Asset Managment, Corporate Governance, Treasury Management, Disaster Recovery, Financial Services, Due Diligence, CISA
Education
Ryerson University 1981 — 1985
chemistry
St Roses High School 1972 — 1978
RBC Dexia Investor Services March 2008 - Present
RBC Dexia Investor Services January 2005 - March 2008
CIBC Mellon 2007 - 2008
RBC Dexia Investor Services January 2004 - January 2005
RBC Dexia Investor Services September 2002 - January 2004
RBC Dexia Investor Services July 2000 - August 2002
Skills
Business Analysis, Leadership, SDLC, Trading, Software Documentation, Analysis, Settlement, Credit, Risk Management, Customer Service, Financial Services, Management, Equities, Securities, Requirements Analysis, Payments, Vendor Management, Derivatives
Education
Memorial University of Newfoundland 1996 — 2000
BA, Economics, Business
Cavan Advertising Inc. November 2013 - Present
Cavan Advertising February 2012 - November 2013
DMX Music 2005 - May 2011
Konditerskoe Sobranie 2004 - 2010
Optoma 2004 - 2005
NTN CONSULTING 2003 - 2005
CIBC Mellon 2000 - 2003
Skills
B2B, Marketing, Business Strategy, Sales, Return on Investment, Selling, Marketing Strategy, Account Management, New Business Development, Strategic Planning, Marketing Communications, Online Advertising, Marketing Management, Market Research, Competitive Analysis, Negotiation, Sales Management, Product Marketing, Business Development, Social Media, Leadership, Sales Operations, Lead Generation
Education
Ryerson University 2002 — 2004
Postgraduate Diploma (part time), Public Relations, Marketing
University of London 1996 — 1997
Diploma in Management, Management, Economics
University of Essex 1992 — 1996
BA HONS, BA HONS, SOCIAL SCIENCES
State Farm Insurance August 2010 - Present
David Persaud Enterprises 2008 - 2009
CIBC Mellon April 2007 - September 2007
Education
Ryerson University 2006 — 2010
BComm, Management Studies and Finance
West Hill C.I.
CIBC Mellon March 2014 - Present
CIBC Mellon May 2013 - March 2014
CIBC Mellon July 2011 - May 2013
CIBC November 2009 - July 2011
Skills
Retail Banking, Financial Reporting, Mutual Funds, ETFs, Customer Service, Sales, Corporate Finance, Financial Analysis, Canadian Securities..., Banking, Fund Accounting
Education
Ryerson University
Bachelor of Commerce (B.Com.), Finance
Sheridan College
Advanced Diploma in Business Management - Finance
University of Surrey
Semester abroad - Exchange program (Jan 2011 - June 2011), Accounting and Finance
Burgundy Asset Management October 2013 - Present
Burgundy Asset Management 2012 - Present
Burgundy Asset Management 2006 - 2012
Russell Mellon (BNY Mellon) 2003 - 2006
CIBC Mellon 2000 - 2003
CIBC 2000 - 2000
Education
McMaster University 1995 — 1999
Bachelor of Commerce (B.Com.)
Marc Garneau
Marc Garneau
Marc Garneau
WSP Canada Inc.(formerly Parsons Brinckerhoff Halsall Inc.) November 2013 - June 2015
PeopleToGo Inc June 2010 - March 2013
Brookfield Lepage Johnson Controls February 2009 - January 2010
CIBC Mellon June 2006 - February 2009
Consolidated Fastfrate Inc. November 2004 - June 2006
Skills
Payroll, Employee Benefits, Account Reconciliation, Journal Entries, Benefits Administration, Accounting, Analysis, Management, Process Improvement, Onboarding, HRIS, Time Management, Policy, Workers Compensation, Internal Audit, External Audit, Pension Administration, Remittance Processing, Monthly Closing, Year-end Close
Education
Jinan University
Bachelor of Business Administration (B.B.A.)
Seneca College of Applied Arts and Technology
CPM, Payroll Management
BlackRock April 2015 - Present
BlackRock September 2012 - April 2015
CIBC Mellon April 2010 - August 2012
Skills
Bloomberg, Financial Analysis, Investments, Strategic Planning, Business Strategy, Microsoft Excel, Market Research, PowerPoint, Fixed Income, Corporate Finance, Valuation, Equities
Education
McGill University 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Lawrence Park Collegiate Institute
CIBC Mellon 2005 - Present
Marsh & MacLennan Companies, Inc. 2003 - 2005
Caisse de depot et placement du Quebec 2001 - 2003
Royal Trust Corporation of Canada 1989 - 2001
Skills
Capital Markets, Hedge Funds, Investments, Equities, Institutional Asset..., Asset Servicing, Alternative Investments, Securities, Financial Services, Mutual Funds, Fixed Income, Asset Management, Relationship Management, Portfolio Management, Investment Management
Education
McMaster University 1985 — 1988
Bachelor of Arts (B.A.)
FCSI, CIM
Marsh Canada Limited April 2012 - Present
KMA Creative July 2002 - Present
Canadian Youth Business Foundation January 2010 - April 2012
CIBC Mellon September 2006 - January 2010
Achilles Media January 2006 - September 2006
HBC June 2002 - December 2005
Skills
Public Relations, Communications Planning, Media Relations, Marketing Communications, Strategic Communications, Internal Communications, Social Media, Corporate Communications, Event Management, Crisis Communications, Newsletters, Social Media Marketing, Event Planning, Press Releases, Social Networking, Entrepreneurship, Content Management, Editing, Speech Writing, Community Development, Copywriting, Blogging, Strategy
Education
University of Toronto 2008 — 2010
Certificate, Strategic Communications
Ryerson University 1998 — 2002
Bachelor of Communications, Journalism
CIBC Mellon FSRTD Canada Trust2006 - 2007
TD Canada Trust December 2005 - November 2006
TD Canada Trust June 2004 - December 2005
Skills
Financial Analysis
Education
University of Toronto 1999 — 2004
bachelor of commerce
Ryerson University
BMO Nesbitt Burns October 2014 - Present
Canaccord Genuity Wealth Management January 2013 - September 2014
Keybase Financial Group April 2009 - January 2013
DundeeWealth Inc. November 2008 - March 2009
Beacon Securities Limited September 2007 - September 2008
Investment Planning Counsel February 1994 - March 2007
CIBC Mellon January 1992 - February 1994
My Grandmother's Parlour June 1991 - October 1993
Atlantic Trust Company January 1980 - March 1991
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning
Education
Memorial University of Newfoundland 2014 — 2021
Options Consulting Solutions May 2013 - Present
Retro Grave Productions (Formerly Drunken Beaver) January 2013 - Present
Covenant House April 2014 - June 2014
CIBC Mellon April 2012 - May 2013
Canadian Film Centre April 2011 - April 2012
Skills
Film Production, Documentary, Film, Final Cut Pro, Video Production, Video Editing, Photography, Photoshop, Writing, Social Media, PowerPoint, Documentaries, Graphic Design, Creative Writing, Adobe Creative Suite, Blogging
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Post Grad Certificate in Human Resources Management, Human Resources Management
Ontario College of Art and Design 2004 — 2009
Bachelor of Fine Arts, Integrated Media
Firmex April 2015 - Present
Industrial Alliance September 2012 - April 2015
IBM Canada Ltd. February 2011 - September 2012
Clarity Systems September 2009 - February 2011
CIBC Mellon 2008 - 2009
Education
Ryerson University 2004 — 2008
Bcomm, Information Technology Management
CIBC Mellon September 2012 - October 2014
CIBC Mellon April 2011 - October 2012
Rotman School of Management, University of Toronto September 2009 - October 2010
AIC Investments (a Portland Holdings company sold to Manulife in 2009) June 2006 - November 2009
Portland Holdings Group of Companies (including AIC) March 2001 - May 2006
AIC Investments (a Portland Holdings company) October 1998 - February 2001
Manulife Financial March 1997 - August 1998
OPSEU Pension Trust August 1995 - March 1997
Sun Life Financial January 1990 - August 1995
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Website Management, Event Marketing, Media Relations, Advertising, Financial Sector, Staff Management, Strategic Planning, Investment Products, Financial Services, Corporate Communications, Email Marketing, Investments, Event Planning, Digital Marketing, Business Development, Strategy, Project Management, Integrated Marketing, Webmaster Services, Management, Web Services
Education
University of Toronto - Rotman School of Management 2009 — 2010
MBA
Ryerson University 1981 — 1984
Bachelor’s Degree, Journalism
CIBC Mellon February 2008 - Present
Ontario Power Authority December 2007 - February 2008
Education
Preston University 2007 — 2007
MBA-IT, IT
CIBC Mellon November 2013 - Present
CIBC Mellon June 2012 - November 2013
CIBC Mellon August 2007 - June 2012
IBM Canada Ltd. October 2003 - August 2007
TD May 2000 - October 2003
Skills
ACF2, CA-View, RACF, SDSF, CLIST, Lotus Notes, Lotus Domino..., Access Control, CISSP, ITIL Certified, SDLC, Microsoft Exchange, ITIL, COBIT, Business Continuity, Access, Disaster Recovery, Information Security, Active Directory, DB2, Technical Support, IT Service Management, SCCM, SharePoint, Data Security, Security, Information Security..., ISO 27001, Incident Management, Vulnerability Assessment
Education
Ryerson University 1996 — 2000
School, Information Technology Management
CIBC April 2013 - Present
BMO January 2012 - May 2012
CIBC Mellon April 2011 - December 2011
Scotiabank November 2008 - April 2011
PepsiCo Canada August 2007 - November 2008
onlinetel 2006 - 2007
Skills
Unix, Veritas Volume Manager, Shell Scripting, Solaris, Veritas Cluster Server, System Administration, Unix Shell Scripting
Education
Nankai University 2002 — 2004
Master's degree, Computer Software Engineering
Southeast University 1990 — 1994
Bachelor's degree, Computer Software Engineering
Aon Hewitt October 2011 - April 2012
TD Bank Group October 2010 - April 2011
Northern Trust November 2009 - March 2010
CIBC Mellon July 2009 - October 2009
Direct Access Agency April 2003 - June 2006
Canada Revenue Agency September 2004 - March 2005
Skills
Music Industry, Music Production, Business Development, Singing, Business Strategy, Piano Performance
Education
Ryerson University 2006 — 2009
Bachelor of Commerce
HSBC 2014 - Present
Canadian Tire September 2013 - September 2014
CIBC Mellon February 2012 - August 2013
CIBC Mellon September 2010 - February 2012
BMO Financial Group June 2008 - September 2010
BMO Financial Group January 2006 - April 2006
AUDITFINEXPERT May 2004 - September 2004
Skills
Banking, Mutual Funds, Financial Services, Securities, Business Analysis, Requirements Gathering, Business Requirements, Process Improvement, Investments, Software Documentation, Financial Analysis, Portfolio Management
Education
University of Toronto 2006 — 2010
BA, Economics and Management, International relations
Seneca College of Applied Arts and Technology 2003 — 2006
Business Administration, Financial Planning
CIBC Mellon February 2015 - Present
BBS Securities Inc. September 2014 - December 2014
State Street Bank September 2013 - February 2014
Citco Fund Services March 2008 - June 2013
State Street April 2007 - March 2008
Fidelity Investments February 2006 - April 2007
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Accruals, Accounting, Hedge Funds, Fund Administration, Financial Accounting, General Ledger, Financial Analysis, Hedge Accounting, Bloomberg, Cash, Cash Management, Variance Analysis, Strategic Financial..., Investments, Fixed Income, US GAAP, GAAP, Bank Reconciliation, Financial Statement..., Journal Entries, Vlookup, Accounts Receivable, Accounts Payable, Tax Preparation, Fund Of Funds, Valuation, Bookkeeping, Consolidation, Corporate Actions, Finance, Cash Flow, Mutual Funds, Analysis, Auditing, Portfolio Management, Equities, Banking, Microsoft Excel, Financial Planning
Education
Ryerson University 2001 — 2005
Bachelors of Commerce, Accounting
Sheridan College 2001 — 2003
3 Year Business Diploma, Accounting
CIBC Mellon September 2011 - Present
Education
Ryerson University 2007 — 2011
Bachelor of commerce, Finance
CIBC Mellon July 2015 - Present
CIBC Mellon August 2010 - Present
CIBC Mellon October 2003 - August 2008
Skills
Business Analysis, Requirements Gathering, Mutual Funds, Business Requirements, Financial Analysis, SDLC, User Acceptance Testing, Visio, Bloomberg, Process Improvement, Fund Accounting, Banking, Access, Data Analysis, Financial Services, Change Management, Vendor Management, Software Documentation, Project Management, Risk Management
Education
McMaster University 1999 — 2003
McMaster University
CIBC Mellon September 2011 - Present
CIBC Mellon May 2008 - September 2011
CIBC Mellon August 2006 - May 2008
Securcor 2004 - 2006
Skills
Accounting, Financial Reporting, Accruals, Financial Analysis, General Ledger, Accounts Payable, Banking, Fund Accounting, Variance Analysis, Financial Statements, Account Reconciliation, Bloomberg, Financial Modeling, Cash Flow, Financial Accounting, GAAP, IFRS, Mutual Funds, Internal Controls, Corporate Finance
Education
CGA 2006 — 2015
Ryerson University 1999 — 2003
Bachelor of Commerce (B.Com.), Finance Major Accounting Minor
*
Scotiabank October 2013 - August 2014
ALBA Consulting Project and Design May 2012 - October 2013
CIBC Mellon 2011 - 2012
ALBA Consulting 2007 - 2011
York University Albanian Student Association September 2008 - April 2010
Skills
Trust Funds, Institutional..., Fund Accounting, Data Analysis, Equity Trading, Equity Research, Options Strategies, Derivatives Trading, Capital Markets, Technical Analysis, Visual Studio, Valuation, Mutual Funds, Analysis, Investments, Bloomberg, Accounting, Financial Analysis, Trading
Education
Ryerson University 2014 — 2017
Bachelor of Engineering (B.Eng.), Electrical, Electronics and Communications Engineering
York University 2005 — 2010
Honours BA, Economics & Business Spec. Finance
Stockholm University 2008 — 2009
Business Economics, Exchange Program
Quantum
RBC July 2011 - Present
CIBC Mellon June 2009 - August 2010
CIBC Mellon Global Securities Services May 2008 - June 2009
Education
McMaster University 2010 — 2011
MBA, Strategic Business Valuations
Ryerson University 2004 — 2008
B.COMM, Finance
Westview
HOOPP December 2006 - Present
OMERS 2000 - 2006
Canada Life Assurance Co 1998 - 2000
CIBC Mellon 1997 - 1998
CIBC Mellon 1997 - 1997
Education
Ryerson University 1992 — 1996
Bachelor of Commerce
Riverfront Medical Services Ltd December 2010 - Present
CIBC Mellon September 2010 - October 2010
Credit Canada 2007 - 2009
Skills
Databases, Bank Reconciliation, Accounting, Accounts Receivable, Accounts Payable
Education
Saint Paul University 1997 — 2001
Bachelor of Science, Accounting
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - June 2011
Mackenzie Investments 2001 - 2010
Mackenzie Investments September 2000 - 2001
CIBC Mellon September 1998 - September 2000
Skills
Program Management, Project Management, Financial Services, Web Project Management, User Interface Design, Vendor Management, Relationship Management, Resource Management, Change Management, Team Leadership, Project Portfolio..., SDLC, PMO, Business Analysis, Business Process...
Education
Ryerson University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Administration and Information Management
Ryerson University
Bachelor of Applied Arts, Computer/Information Technology Administration and Management
CIBC World Markets May 2010 - Present
RBC Capital Markets October 2009 - May 2010
CIBC Mellon December 2006 - October 2009
Skills
Commodity, P&L Reporting, Bloomberg, Derivatives, Financial Modeling, Fixed Income, Equities, Capital Markets, Financial Statement..., FX Options, Financial Analysis, Mutual Funds, Equity Trading, Equity Derivatives, Financial Structuring, Structured Products
Education
McMaster University 2003 — 2006
Honours Bachelor of Commerce, Accounting
CIBC Mellon December 2014 - Present
Wheels Group 2013 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Project Management, MS Project, Non-profit Volunteer, Coordination, Event Planning, Research, Windows, HTML, Teamwork
Education
Ryerson University 2012 — 2013
Certificate, Project Management, 4.0
University of Toronto 2008 — 2012
Bachelor of Arts (BA), Economics; International Relations
RBC October 2014 - Present
Bell May 2013 - August 2013
CIBC Mellon May 2012 - August 2012
Bell July 2011 - August 2011
Skills
SQL, Microsoft SQL Server, Windows, Visio, Unix, Access, Microsoft Office, Windows Server, Citrix, SharePoint, Active Directory, BMC BladeLogic Server..., DDMI, Software Documentation, Technical Support, Servers, Troubleshooting, Customer Service, Teamwork
Education
Ryerson University 2009 — 2014
Bachelor of Commerce, Business Technology Management
CIBC Mellon November 2005 - Present
CIBC Mellon October 2004 - November 2005
Sunbeam March 2002 - September 2004
Skills
Communication, Problem Solving, Customer Service, Teamwork, Financial Reporting, Analytical & Research..., Computer & Technical..., Organization &..., Relationship-builder...
Education
York University 2001 — 2003
Bachelor's degree, Economics
Grant Macewan College 1998 — 2000
Dimploma, Business Management
American Express August 2014 - Present
CIBC Mellon February 2012 - July 2014
CIBC Mellon September 2010 - January 2012
CIBC Mellon June 2008 - September 2010
CIBC Mellon April 2006 - June 2008
Skills
Business Analysis, SDLC, Requirements Gathering, Software Documentation, Project Management, Quality Assurance, Management, Testing, Business Requirements, Leadership, Business Process, Change Management, Financial Analysis, Team Building, Training, Risk Management, Team Leadership
Education
Ryerson University 1999 — 2004
Bachelor of Commerce (BCom), Business Management