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
College of Business, Ohio University 2011 - 2013
Public Health Ontario 2009 - 2011
CIBC Mellon 2007 - 2009
Government of Ontario 2006 - 2007
Longwoods Publishing 2003 - 2006
Skills
Executive-level..., Strategic Communications, Corporate Communications, Employee Relations, Internal Communications, Public Relations, Leadership, Strategic Planning, Editing, Speech Writing, Building Relationships, Coaching, Social Media, Newsletters, Social Media Marketing, Facebook, Integrated Marketing, Public Speaking, Press Releases
Education
Melcrum 2012 — 2012
Certificate, Internal Communications
Seneca College of Applied Arts and Technology 2002 — 2003
Post-graduate certificate, Corporate communications
University of Pune 1999 — 2001
M.Sc. Communication Studies, Communication and Media Studies
University of Delhi 1996 — 1999
Bachelor of Arts (B.A.), Journalism
CIBC Mellon September 2015 - Present
CIBC June 2014 - Present
CIBC September 2013 - June 2014
Productive Employment Services April 2009 - June 2012
Skills
Customer Service, Public Speaking, Strategic Planning, Human Resources, Talent Acquisition, Screening, Coaching, Management, Recruiting, Employee Relations, Performance Management, Sales, Interviews, Employee Engagement, Sourcing, Teamwork, Leadership, Time Management
Education
University of Toronto 2009 — 2013
Bachelor's degree, Human Resources and Industrial Relations
Sheridan College 2005 — 2008
Business Administration Advanced Diploma, Finance
CIBC Mellon November 2014 - Present
TD February 2014 - November 2014
RBC October 1996 - October 2013
TD March 1986 - August 1991
Skills
Core Banking, Business Analysis, Retail Banking, Relationship Management, Banking, Credit Cards, Vendor Management, PMO, Requirements Gathering, Business Requirements, Project Portfolio..., RFP, Testing Strategy, Stakeholder Management, Project Management, SDLC, Business Process..., Risk Management, Software Project...
Education
York University - Schulich School of Business 2001 — 2002
Masters Certificate of Project Management, Project Management
University of Guelph 1973 — 1977
Bachelor of Commerce (BCom), Hotel, Motel, and Restaurant Management
Holt Renfrew March 2013 - June 2015
McKinsey & Company February 2008 - August 2012
McKinsey & Company January 2007 - February 2008
McKinsey & Company August 2006 - February 2007
CIBC Mellon November 2004 - August 2006
MacLaren McCann July 2002 - September 2004
Education
University of Toronto 2014 — 2014
Project Management
Seneca College of Applied Arts and Technology
ITIL V3 Foundations Service Management Certification
3Macs January 2015 - Present
3Macs September 2014 - December 2014
CIBC Mellon December 2013 - March 2014
Versant Partners January 2008 - May 2012
TD January 2001 - June 2004
Skills
Excel, Outlook, MS..., FIDESSA, FIDELITY,..., POSTEDGE, CACTUS, CMS,..., Securities, Equities, Trading, Investments, Accounts Payable, Settlement, Loans, Payments, Deposits, Security, Cash, Financial Services
Education
Sheridan College 1996 — 1998
Bussiness Admin., Accounting
Industrielle Alliance September 2011 - Present
CIBC Mellon June 2010 - September 2011
Versatile Financial Group January 2000 - September 2011
Versatile Financial Group January 2000 - September 2011
Skills
Insurance, Life Insurance
Education
Seneca College of Applied Arts and Technology
diploma, Business Managment
CIBC Mellon October 2015 - Present
CIBC Mellon September 2014 - Present
CIBC Mellon March 2013 - August 2014
Tax Doctors Canada, a Division of GTA Wealth Management Inc. December 2012 - February 2013
Fucheng Property Management Company August 2012 - September 2012
The Institute of Chartered Accountants of Ontario March 2012 - April 2012
School of Administrative Studies, York University June 2011 - September 2011
York International, York University September 2010 - December 2010
York International September 2009 - December 2009
Skills
Financial Analysis, PowerPoint, QuickBooks, Microsoft Excel, Designing, Customer Service, Financial Reporting, Dependable Team Player, Billboard Designing, Teamwork, ETFs, Financial Accounting, Mutual Funds
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2008 — 2012
BAS Hons., Accounting, 90
Southwestern University of Finance and Economics 2007 — 2008
Bachelor, Marketing
Chongqing Nankai Secondary School 2004 — 2007
CPA PEP
CPA PEP
CIBC Mellon April 2011 - Present
RBC Capital Markets June 2009 - March 2010
Deutsche Bank November 2006 - June 2009
Morgan Stanley March 2006 - August 2006
JP Turner & Company, LLC September 2004 - March 2006
Skills
Valuation, Risk Management, Back Office, Equities, Private Equity, Financial Modeling, Investments, Investment Banking, Hedge Funds, Middle Office, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
EHS 1996 — 2000
Business/Finance
BNY Mellon January 2007 - Present
CIBC Mellon May 1999 - January 2005
Essex Capital Management Ltd September 1997 - March 1999
Montreal Trust Corp October 1995 - February 1997
Royal Bank Corp January 1994 - July 1995
Royal Trust Corp April 1991 - December 1993
Skills
Team Player, Organized, Hard Worker, Account Reconciliation, Equities, Financial Services, Financial Statements, Investments, Mutual Funds, Teamwork, Time Management, Valuation, Pensions, Management, Securities
Education
CIPM (currently enrolled) 2013 — 2014
currently enrolled, CIPM
Seneca College of Applied Arts and Technology 1995 — 1997
Business/Accounting
CST Trust Company October 2010 - Present
CIBC Mellon October 2004 - October 2010
Skills
Securities, Equities, Financial Services, Corporate Actions, Investor Relations, Capital Markets, Mergers, Mutual Funds, Relationship Management, Management, Portfolio Management, Risk Management, Corporate Governance, Banking, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism, Mass Communication
Better Homes and Gardens Real Estate Signature Service April 2012 - Present
Canadian Red Cross January 2010 - April 2012
Ajilon Finance October 2008 - October 2009
Citco April 2007 - May 2008
SickKids Hospital August 2006 - April 2007
CIBC Mellon July 2004 - July 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Auditing
Education
OREA Real Estate College 2011 — 2014
Real Estate
Seneca College of Applied Arts and Technology 2000 — 2003
College Diploma, Accounting and Finance
Legal Aid Ontario July 2013 - Present
Manpower December 2003 - July 2012
CIBC Mellon April 2002 - December 2003
Fidelity Investments September 1998 - November 2001
Skills
Organizational..., Leadership Development, Employee Engagement, Workshop Facilitation, Onboarding, Performance Management, Talent Management, Change Management, Project Management, Needs Analysis, Corporate Communications, Employer Branding, Marketing, Strategy, Leadership, Management, Training, Internal Communications
Education
Western University 1994 — 1998
BA, Adminstrative and Commercial Studies
Seneca College of Applied Arts and Technology 2001 — 2002
Certificate, Adult Education and Staff Training
CIBC Mellon April 2007 - Present
RBC Dexia Investor Services 2003 - 2007
RBC Global Services 1999 - 2003
Royal Trust 1996 - 1999
National Trust Company 1994 - 1996
National Trust Company 1991 - 1994
Skills
Pensions, Mutual Funds, Financial Services, Relationship Management, Securities
Education
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada
Institute of Canadian Bankers 1994 — 2004
Trust and Custody Services Program, Specialist, Trust Institute (STI)
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Cambridge 1989 — 1990
Post Graduate Certificate in Education, Modern Languages
University of Central Lancashire 1984 — 1988
BA - 2.1 (Hons), French and Linguistics
Great-West Life, Group Retirement Services April 2001 - Present
CIBC Mellon January 1998 - April 2001
Education
University of Guelph-Humber
Bachelor of Business Administration (B.B.A.)
University of Toronto
Bachelor of Arts (B.A.)
Global Risk Institute February 2014 - Present
CIBC Mellon February 2013 - February 2014
CIBC Mellon April 2012 - March 2013
Garrison Brewing August 2008 - April 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Investments, Statistics, Canadian Securities..., Internal Audit, Derivatives, Economics, Excel, CSI Derivatives..., Valuation, Strategic Financial..., Matlab, VBA, Regulatory Compliance, Enterprise Risk...
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance, Finance, General
University of Toronto 2010 — 2010
School of Continuing Studies, Accounting
University of King's College 2006 — 2010
BA, Economics and Political Science
St. Georges Senior School 2000 — 2006
High School
OMERS June 2014 - Present
BNY Mellon June 2012 - May 2014
CIBC Mellon July 2011 - June 2012
Invesco Trimark November 2010 - July 2011
CIBC May 2010 - November 2010
CIBC November 2008 - May 2010
Education
University of Guelph
Bachelor of Arts
CIBC Mellon February 2013 - Present
CIBC Mellon 2011 - January 2013
CIBC Mellon 2007 - 2011
CIBC Mellon 2006 - 2007
Gap Inc. Canada 2004 - 2006
Microsoft Canada Co. 1999 - 2004
Skills
Talent Management, Employee Engagement, Performance Management, Succession Planning, Employee Relations, Change Management, Human Resources, Recruiting, Coaching, Leadership, Onboarding, Talent Acquisition, Management, Relationship Management, Employee Benefits, Deferred Compensation, Organizational Design, Career Development, Strategy, Organizational...
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA
University of Toronto - Rotman School of Management 2007 — 2008
Advanced Program in Human Resources Management
Seneca College of Applied Arts and Technology 1998 — 1999
Human Resources Management
University of Toronto 1993 — 1998
Honours Bachelor of Arts
CIBC Mellon May 2015 - Present
CIBC Mellon February 2012 - May 2015
Options Consulting Solutions, a division of Options Personnel May 2009 - November 2011
Accounting Advantage October 2008 - March 2009
National Bank Financial May 2008 - September 2008
ZSA-X 2007 - 2007
Peak Associates 2003 - 2007
Skills
Career Counseling, Job Coaching, Sourcing, Screening, Negotiation, Executive Search, Recruiting, Talent Acquisition, Recruitment Advertising, Applicant Tracking..., Internet Recruiting, Contract Recruitment, Permanent Placement, Analysis, Coaching, Consulting, Hiring, Human Resources, Interviews, Management, Social Networking, Talent Management, Temporary Placement, Training, Vendor Management
Education
University of Guelph 1998 — 2002
B.A.H., English
Oakville Trafalgar High School 1992 — 1998
TD Bank August 2014 - January 2015
CIBC Mellon February 2014 - May 2014
RBC June 2013 - December 2013
RBC Investor Services June 2012 - December 2012
CIBC January 2012 - May 2012
Bank of Nova Scotia July 2010 - February 2012
Air Miles April 2009 - July 2009
City of Toronto November 2007 - January 2009
ROYAL BANK OF CANADA April 2006 - June 2007
CGI April 2004 - March 2006
Skills
SDLC, Business Requirements, Test Planning, Mainframe, Requirements Gathering, Business Analysis, Visio, Requirements Analysis, User Acceptance Testing, Functional..., RUP, Business Process Design, Gap Analysis, Testing, Process Mapping, Waterfall, Business Intelligence, Systems Analysis, Business Process, SQL, Requirements Management, Process Engineering, Documentation, Banking, Test Cases, Quality Assurance, Software Documentation, Analysis, Quality Center
Education
The University of Edinburgh 1977 — 1980
Bachelor of Science (Hons) degree, Computer Science
Aga Khan Primary School
Aga Khan Primary School
BMO January 2012 - Present
IBM Canada Ltd. September 2011 - May 2012
Loblaw Companies Limited September 2011 - December 2011
eHealth Ontario August 2010 - 2011
eHealth Ontario April 2009 - July 2010
Smart Systems for Health Agency April 2008 - March 2009
CIBC Mellon October 2007 - March 2008
Biovail April 2007 - September 2007
HP January 2006 - March 2007
Rogers Communications Inc. July 2000 - December 2005
Skills
SCCM, SCOM, BEM, VMware, SAN, Windows Server, Active Directory, SharePoint, IIS, HP Openview, NetIQ AppManager, Dell OpenManage, BladeLogic, Tealeaf, Altiris, Tivoli, Citrix, BMC Patrol, Wily Introscope, TIBCO HAWK, BMC BBSA, BMC BPPM, IBM Tivoli, System Deployment, Systems Management, Netcool, TIBCO
Education
The University of British Columbia 1990 — 1992
Graduated Studies, Electrical Engineering
Connor, Clark & Lunn Financial Group May 2015 - Present
Apex Fund Services (North America) Ltd August 2014 - May 2015
CIBC Mellon March 2014 - August 2014
Mackenzie Investments October 2013 - February 2014
University of Toronto January 2013 - May 2013
Education
University of Toronto
Bachelor of Commerce (B.Com.), Finance & Economics, 3.46/4.0
The University of British Columbia
Summer Program (Busi453, Hist386, Psyc308, Soci240)
Seoul National University
Summer Program
CIBC Wealth Management March 2013 - Present
CIBC Mellon June 2010 - March 2013
CIBC Mellon 2008 - 2010
Canadian Pacific Railway 1989 - 2007
Skills
Enterprise Architecture, Security, Business Analysis, Vendor Management, Risk Management, Process Improvement, Requirements Analysis, Business Process..., Project Management, IT Strategy, Visio, SDLC, Project Portfolio..., Software Documentation, Requirements Gathering, PMO, Quality Assurance, Governance
Education
The University of Western Ontario
Business Adminstration
Sheridan College
Marketing and Motor Carrier Administration
CIBC Mellon 2004 - Present
CIBC Mellon 2002 - 2004
CIBC Mellon 1999 - 2002
Skills
Fund Accounting, Securities, Pension Funds, Mutual Funds, Relationship Management, Technical Product Sales, Consulting, Back Office, Alternative Investments, Fixed Income, Portfolio Management, Financial Services, Management, Equities, Bloomberg, ETFs, Investments, Derivatives, FX Options, Asset Management, Wealth Management, Capital Markets, Investment Strategies, Asset Allocation, Financial Markets, Trading, Investor Relations, Pensions, Investment Advisory, Trading Systems, Financial Modeling, Hedge Funds, Valuation, Risk Management, Global Custody, Cash Management
Education
Schulich Executive Education Centre 2010 — 2010
Advanced Account Management and High Yield Selling
Canadian Securities Institute
Waterloo Management Education Centre 2003 — 2003
Project Management Fundamentals
Sheridan College 1992 — 1995
Business Administration, Accounting
CIBC Mellon March 2015 - Present
Nathaniel Casas June 2007 - Present
CIBC Mellon January 2014 - March 2015
CIBC Mellon January 2013 - January 2014
CIBC Mellon November 2012 - January 2013
CIBC March 2010 - November 2012
Skills
Dilligent, Goal Oriented, Team Focus, Teamwork, Time Management, Customer Service, Team Leadership, Social Media, Microsoft Office, Leadership, Microsoft Excel, Event Planning, Critical Thinking, PowerPoint, Event Management, Social Networking, Microsoft Word, Outlook, Financial Analysis, Retail, Research, Public Speaking, Analytical Skills, Management, Training
Education
University of Guelph 2007 — 2011
BBA, Business-Finance
Humber Institute of Technology & Advanced Learning 2007 — 2011
Bachelor of Business Administration (BBA)
MPSJ 2004 — 2007
Diploma, Business
RBC 2014 - Present
RBC Investor Services 2011 - 2013
RBC Dexia Investor Services 2003 - 2011
RBC Global Securities 1998 - 2003
CIBC Mellon 1994 - 1998
CIBC 1991 - 1994
T. Eaton Co 1987 - 1991
Skills
Global Custody, Securities, Financial Reporting, Back Office, Auditing, Change Management, Financial Analysis, Accounting, Team Leadership, Internal Audit, Project Management, System Development, Testing, Business Continuity..., G/L Reconciliations, Unit Costing, Transfer Pricing, Billing Solutions, Billing Systems, Strategic Financial..., Migration Projects, People Development, Forecasting, IT Audit, Accounts Receivable, Account Reconciliation, Process Improvement, Financial Services, Vendor Management, Analysis, Finance, Internal Controls, Management
Education
The Canadian Institute of Financial Planning 2011 — 2013
Diploma, Financial Planning
Canadian Securities Institute 1993 — 1994
CSC
CMA 1987 — 1994
CMA, Management Accounting
ISACA 1989 — 1989
CISA, Computer and Information Systems Security/Information Assurance
Seneca College of Applied Arts and Technology 1984 — 1987
Computer Programming & Analysis, Computer Science, 3.9
CIBC Mellon August 2013 - Present
Generali China Insurance Co., Ltd July 2012 - August 2012
Vital Link Ice Cream & Event Marketing Inc. July 2011 - July 2011
HSBC August 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Photoshop, Mandarin, PowerPoint, Presentations, Negotiation, Tutoring, Japanese culture, Risk Management, Corporate Finance, Financial Modeling, Strategy, Bloomberg, Accounting
Education
University of Toronto - Rotman School of Management 2010 — 2013
Bachelor of Commerce (BCom), Finance and Economics, 3.8/4.0
University of Oxford 2012 — 2012
Summer Study Abroad
JLI Talent Search & Consulting 2008 - Present
Filogix, D+H August 2004 - August 2008
Computershare Trust Company 2002 - 2004
Bell Sympatico, Internet portal 1999 - 2001
CIBC Mellon 1995 - 1999
Skills
Financial Services, Management, Talent Acquisition, Recruiting, Marketing Strategy, Product Development, Product Management, Technical Recruiting, Contract Recruitment, Strategy, Change Management, CRM, Talent Management, Vendor Management, SDLC, Business Analysis, Program Management, Consulting, Sourcing, Business Development, Telecommunications, Management Consulting, Business Process..., B2B, Business Intelligence, SaaS, Outsourcing, Start-ups, Resource Management, Leadership, Cross-functional Team..., Professional Services, Process Improvement, Team Management
Education
York University 1989 — 1992
BA, CSC, English Literature, Political Science
Trent University 1986 — 1988
Classical and Ancient Studies, Anthropology, English Literature
CIBC Mellon July 2015 - Present
Industrial Alliance October 2014 - Present
IAMTHEMILK September 2012 - Present
Recruiter Mommy December 2013 - October 2014
Options Consulting Solutions June 2010 - July 2012
Ajilon Professional Staffing February 2008 - April 2009
Gallery 1313 April 2007 - February 2008
US Embassy June 2004 - December 2006
U.S. Embassy - Visa Section June 2004 - December 2006
Freelance January 2000 - January 2005
Skills
Interviews, Recruiting, Resume Writing, Talent Management, Leadership, Temporary Placement, Cold Calling, Blogging, Coaching, Facebook, Sales, Temporary Staffing, Customer Service, Fundraising, Lead Generation, Sourcing, Talent Acquisition, Advertising, Management, Editing, Employee Relations, Executive Search, Non-profits, Proofreading, Performance Management, Data Entry, Technical Recruiting, Time Management, Microsoft Office, Human Resources, Microsoft Excel, Microsoft Word, Desktop Publishing, CRM, Research, Applicant Tracking...
Education
Tel Aviv University 2000 — 2006
Master of Arts Degree, Art History
Tel Aviv University 2000 — 2002
Certificate, Museum Studies
State Street March 2012 - Present
State Street April 2007 - March 2012
CIBC Mellon June 1998 - March 2003
Skills
Microsoft Excel, Equities
Education
Trent University 2001 — 2002
BA
York University
BA, Arts
Scotiabank June 2015 - Present
TD December 2013 - June 2015
CIBC February 2013 - November 2013
BMO Capital Markets February 2011 - January 2013
CIBC October 2009 - February 2011
IBM Global Services April 2009 - October 2009
TD Bank August 2004 - April 2009
HP December 2001 - August 2004
Sun Microsystems May 2000 - November 2001
CIBC Mellon November 1998 - May 2000
Skills
Enterprise Architecture, Disaster Recovery, Solaris, Red Hat Linux, Veritas Storage..., Unix Shell Scripting, Cluster, Calypso, High Availability, Unix, Data Center, ITIL, AIX, SAN, IT Service Management, Linux, Integration, Security, Shell Scripting
Education
1989 — 1994
Master’s Degree, Computer Science
Caragiale
Foresters Life (formerly Unity Life of Canada) September 2011 - March 2012
American Express Canada Inc 2010 - September 2010
ResMor Trust Company July 2008 - January 2009
Toyota Canada February 2003 - August 2006
CIBC Mellon June 2005 - December 2005
Reuters June 1999 - June 2001
eFORCE February 2000 - August 2000
Bell Atlantic June 1998 - May 1999
Sprint Canada Inc July 1996 - April 1998
CPR IS 1989 - 1996
Skills
Vendor Management, Requirements Analysis, Change Management, MS Project, SDLC, Process Improvement, Project Management, Business Analysis, Software Project..., PMO, Program Management, Requirements Gathering, Team Leadership, Risk Management, Project Planning, Business Process..., Data Warehousing, Business Process, PMP, Visio, Disaster Recovery, Team Building, Analysis, Budget, Negotiation, Contract Negotiation, Software Documentation, Business Strategy, Quality Assurance, User Acceptance Testing, Business Requirements, Integration, Outsourcing, Coaching, Telecommunications, Banking, Leadership, Cross-functional Team..., Management, Databases
Education
University of Guelph 1984 — 1989
Bachelor of Science (BSc), Computer/Information Technology Administration and Management
CIBC Mellon March 2014 - Present
Citco Fund Services January 2013 - November 2013
CIBC Wealth Management September 2011 - January 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Investments, Finance, Bloomberg, Analysis, Mutual Funds, Business Analysis, CRM, Corporate Finance, QuickBooks, Salesforce.com, Capital Markets, Financial Modeling, Customer Service, Sales, ThomsonOne, Communication, Accounting, Trading, Banking, Account Reconciliation, Equities, Financial Reporting, Market Research, Time Management, Due Diligence, Cash Flow, Financial Accounting, Data Analysis, Economics, Financial Statements, Investor Relations, Hedge Funds, Teamwork, Bloomberg Terminal, Financial Services, Alternative Investments, Fund Of Funds, Asset Management, Market Analysis, Investment Management, Derivatives, Options, Valuation
Education
University of Toronto at Mississauga - Erindale College 2006 — 2011
Bachelor of Commerce, Specialist in Commerce and Finance, Major in Economic
The University of Hong Kong 2008 — 2008
Special Topics In International Business
CIBC Mellon April 2014 - Present
CS Financial January 2014 - April 2014
RBC Investor Services June 2010 - January 2014
RN Establishment Services 2003 - 2010
First Geneva 2002 - 2003
Global Payments 2000 - 2002
CIBC 1991 - 2000
Skills
Banking, Mutual Funds, Fixed Income, Relationship Management, Equities, Financial Services, Asset Managment, Capital Markets, Investments, Securities, Portfolio Management, Credit Cards, Wealth Management, Risk Management, Investment Banking, Payments, Hedge Funds, New Business Development, Business Strategy, Financial Analysis, Derivatives, Financial Markets, Alternative Investments, Business Development, Trading, Financial Risk, Management, Sales, Asset Management
Education
The University of Western Ontario
University of Manitoba
Bachelor of Commerce (B.Com.)
CIBC Mellon May 2010 - June 2013
Skills
Equities, Mutual Funds, Investments, Customer Service, Financial Analysis, Analysis, Trading, Banking, Finance, Portfolio Management
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Accounting and Finance
CIBC Mellon August 2014 - Present
ROI Capital January 2012 - August 2014
ROI Capital February 2011 - January 2012
Skills
Microsoft Office, SPSS, PowerPoint, Microsoft Excel, Microsoft Word, Research, Teamwork, Qualitative Research, Marketing Strategy, WordPress, Alternative Assets
Education
Trinity College, Dublin
Bachelor's degree, Sociology and Social Policy
Bell Canada 2005 - Present
CIBC Mellon August 2004 - October 2005
CGI May 1999 - July 2004
Bell Mobility 1999 - 2001
Skills
SDLC, Solution Architecture, Software Project..., SOA, Enterprise Architecture, Requirements Analysis, Agile Methodologies, UML, Java Enterprise Edition, Java, Data Modeling, Unix, .NET, Integration, XML, Oracle, SQL, IIS, Software Development, OOP, Microsoft SQL Server, Websphere, Architecture, JSP, Weblogic, Web Services, ITIL, PL/SQL, Database Design, Solaris, Linux, Web Applications, SOAP, Software Design, Application Architecture, JBoss Application Server, Spring, Agile Project Management, System Architecture, Tomcat, TOGAF, Scrum, EAI, Design Patterns, ESB, EJB, JMS, Object Oriented Design, Subversion, Ant
Education
University of Belgrade 1987 — 1992
B.Sc., Software Engineer
VTA
VTA
VTA
National Bank of Canada, National Bank Correspondent Network December 2014 - Present
CIBC Mellon 2003 - 2014
Unisen Inc. 2002 - 2003
TD Mutual Fund Sevices 1999 - 2002
Skills
Capital Markets, Financial Services, Hedge Funds, Portfolio Management, Equities, Relationship Management, Asset Management, Mutual Funds, Derivatives, Securities, Investments, Fixed Income, Wealth Management, Risk Management, Alternative Investments
Education
University of Manitoba
Bachelor of Arts (B.A.), English Literature
Rogers Communications Inc. February 2010 - Present
Rogers Communication Inc 2010 - June 2010
CIBC Mellon 2008 - February 2010
Ford Motor Company 2007 - 2008
TD Canda Trust 2004 - 2006
Shoppers Drug Mart 2000 - 2004
Systems Xcellence 1998 - 2000
Seneca College of Applied Arts and Technology 1997 - 1998
Skills
SDLC, Visio
Education
University of Pune 1989 — 1992
Computer and Information Sciences and Support Services
Maharaja Sayajirao University of Science 1986 — 1988
BSc - Maths, Maths
Shreyas School 1978 — 1988
Science
Vidya Kunj 1971 — 1976
CIBC Mellon April 2010 - Present
Centre for Addiction and Mental Health 2007 - 2010
Skills
SCCM, VMware, Windows Server, Active Directory
Education
Seneca College of Applied Arts and Technology 1989 — 1992
CIBC Mellon April 2014 - Present
CIBC Mellon April 2011 - April 2014
CIBC Mellon March 2006 - March 2011
Total Quality Management January 2005 - February 2006
Total Quality Management Inc January 2003 - December 2004
Skills
Microsoft Excel, Process Improvement, Recruiting, Human Resources, Customer Service, Accounts Payable, Employee Training, Quality Control, Quality Assurance, Occupational Health, Teamwork, Receptionist Duties, Typing, Microsoft Office, Time Management, Account Management, People Managment, Development & delivery..., Budgets, Management, Outlook, Training, Performance Management, Analysis, Employee Relations, Leadership, Accounting
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Honours Human Resources Management Graduate Certificate, Human Resources Management
Seneca College 2010 — 2012
General Business Diploma, Business
York University 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Primus Telecommunications Group, Inc. July 2009 - Present
B2B Trust June 2008 - November 2008
UDLA July 2007 - June 2008
BMO Nesbitt Burns November 2006 - July 2007
Wells Fargo Financial January 2005 - November 2006
CIBC Mellon September 2001 - December 2004
Skills
Credit Analysis, International Finance, Financial Analysis, Credit, Financial Risk, Outlook, Banking, Business Analysis
Education
North American College 2008 — 2009
Diploma, Computerized Accounting
Canadian Securities Institute 2003 — 2004
Certificate, Canadian Securities
Public Budget International Association 1999 — 1999
Certificate, Public Finance
Université catholique de Louvain 1984 — 1987
Master, Economics
Universidad Nacional Autónoma de México 1979 — 1983
Bachelor, Economics
JPMorgan Chase 2008 - Present
Bear Stearns April 2006 - June 2008
Citigroup January 2006 - April 2006
BMO Financial Group January 2001 - January 2006
CIBC Mellon November 1999 - December 2000
Kodak China June 1996 - September 1999
Shanghai C/S Computer Co., Ltd. October 1993 - March 1996
Shanghai CONTEC Microelectronics Co., Ltd. February 1992 - October 1993
Education
Shanghai University 1988 — 1992
BS, Computer
Salentica September 2013 - Present
Baycrest April 2013 - Present
CIBC Mellon April 2012 - February 2013
SEAS Centre November 2009 - April 2010
Baycrest May 2009 - August 2009
Service Canada May 2008 - August 2008
Innovative Vision Marketing October 2006 - October 2007
Education
University of Toronto Rotman Commerce 2007 — 2011
Bachelor of Commerce (B.Com.), Finance and Economics
Universität Mannheim
International Student Exchange Program (2010 - 2011), Finance, International Management, CRM
PMI Durham Highlands Chapter - Ontario June 2005 - Present
CIBC Mellon April 2006 - Present
Pennsic Independent August 1999 - Present
Toastmasters International May 2010 - November 2010
JP Morgan Chase March 2000 - March 2006
Society for Creative Anachronism September 1999 - January 2003
University of Toronto January 1991 - April 1996
Skills
Process Improvement, Research, Non-profits, Editing, Planning, PRINCE2, Advertising, Newsletters, Project Planning, Project Management, Training, Team Building, Public Speaking, Media Relations, Nonprofits, Microsoft Word, Microsoft Office, Workshop Facilitation, Program Management, Requirements Analysis, PMP
Education
University of Toronto 1991 — 1999
PhD, History
University of Toronto 1990 — 1991
MA, History
The Ohio State University 1985 — 1990
BA, Ancient History and Classics
IFDS July 2011 - Present
Manulife Mutual Funds October 2010 - July 2011
CIBC Mellon October 2009 - May 2010
CGI 2009 - 2010
Felcom Data Services Inc. August 2009 - October 2009
International Financial Data Services May 1997 - April 2009
Carlingview Airport Inn 1987 - 1997
Skills
SDLC, CRM, Hedge Funds, Mutual Funds, Business Process..., Business Requirements, Requirements Gathering, Customer Service, Customer Satisfaction, Investments, Integration, Management, Process Improvement, Business Analysis
Education
Seneca College of Applied Arts and Technology 1988 — 1992
Business Administration
Axalta Coating Systems February 2013 - Present
Starbucks 2007 - February 2013
Maple Leaf Foods Inc 2004 - 2007
Amdocs 2000 - 2004
CIBC Mellon 1998 - 2000
Fortune Financial 1997 - 1998
Skills
New Hire Orientations, Deferred Compensation, HRIS, Succession Planning, Employee Relations, Talent Management, Employee Engagement, Performance Management, Talent Acquisition
Education
HRPA 2004 — 2004
Certified Human Resources Professional (CHRP), Human Resources
Seneca College of Applied Arts and Technology 1997 — 1997
Post Diploma, Human Resources Management
The University of Western Ontario 1993 — 1996
Bachelor of Arts (BA), Sociology
Castlestone Management Inc. September 2013 - Present
CACEIS (Canada) Limited September 2012 - August 2013
CACEIS (Canada) Limited November 2009 - September 2012
Citco (Canada) Inc. July 2008 - November 2009
Citco Fund Services (Cayman Islands) Limited August 2007 - July 2008
Citco (Canada) Inc August 2005 - August 2007
CIBC Mellon February 2004 - August 2005
Skills
Fund Administration, Due Diligence, Alternative Investments, Fund Accounting, Hedge Funds, Equities, Fund Of Funds, Corporate Governance, Strategy
Education
Sheridan College 2000 — 2003
Scotiabank June 2013 - Present
Dundee Leeds November 2012 - May 2013
CIBC Mellon March 2011 - November 2012
Hillsdale Investment Management October 2007 - May 2011
US Consulate Toronto - Commercial Service March 2007 - June 2007
Skills
Hedge Funds, Capital Markets, Valuation, Financial Markets, Equities, Wealth Management, Portfolio Management, Asset Management, Bloomberg, Equity Research, Investments, Alternative Investments, Financial Analysis
Education
CSI 2013 — 2013
ETFs: Opportunities and Risks Course
Derivatives Fundamental Course 2011 — 2011
DFC, Derivatives Fundamental Course
Canadian Securities Course 2008 — 2009
CSC, Finance- Investment
Universidad Centroamericana 'José Simeón Cañas' 2001 — 2006
Bachelor, Business Administration
Homewood Human Solutions March 2009 - September 2011
Citco (Canada) Inc 2005 - 2008
CIBC Mellon 1999 - 2005
Skills
Project Management, Customer Retention, Management, Training
Education
Toronto School of Business
Diploma
Q9 Networks January 2015 - Present
CIBC Mellon May 2010 - January 2015
CIBC Mellon's Women's Initiatives Network July 2010 - September 2014
Tonbridge Power Inc April 2008 - May 2010
The Rostie Group June 2007 - August 2007
Skills
Account Management, Sales Presentations, Sales, Editing, Marketing Communications, Management, Event Planning, Proposal Writing, Customer Service, Media Relations, E-commerce, Online Advertising, Analysis, Business Development, Marketing, Project Management, Database Design, Presentation Development, RFP Design, Web Editing, Event Management, Organizational..., Microsoft Office, Branding Initiatives, Relationship Marketing, Training, Team Management, Adobe Creative Suite, Strategic Planning, Relationship Management, Strategic Partnerships, Strategic Communications, Data Center
Education
Sheridan College 2006 — 2008
Digital Technology Certificate, Digital Communication and Media/Multimedia
University of Toronto 2004 — 2008
Honours Bachelors of Arts, Digital Communication and Media/Multimedia
CIBC May 2011 - Present
CIBC Mellon March 2008 - March 2011
Skills
CSC,IFIC,FINANCIAL..., Financial Planning, Portfolio Management, Financial Analysis, Credit Management, Wealth Management, Commercial Banking
Education
South Gujarat University 1995 — 1998
Bachelor of Commerce (B.Com.), Finance, General
CARMEL CONVENT SCHOOL
Higher Secondary School Diploma
City of Toronto June 2014 - Present
CIBC Mellon March 2002 - October 2010
Bank of Montreal 2000 - 2002
RBC 1998 - 2000
Skills
Analysis, Account Reconciliation, Accounting, Management, Payments, Internal Audit, Accounts Receivable, Bank Reconciliation, Financial Services, Banking
Education
Canadian Securities Institute 2002 — 2003
Certificate, Canadian Securities Course
Seneca College of Applied Arts and Technology 1993 — 1995
Computer Accounting
CIBC - Retail Banking October 2013 - Present
Statestreet Canada November 2006 - March 2013
State Street 2005 - 2013
CIBC Mellon July 2001 - June 2005
Sumitomo Mitsui Banking Corporation 1998 - 2001
Deutsch Bank Canada 1989 - 1998
Skills
Investments, Banking, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Project Management, Team Leadership, Strategic Planning, Business Analysis, Project Planning, Business Process..., Supply Chain Management, Accounting, Business Strategy, Financial Reporting, Financial Modeling, Business Planning, Budgets, Negotiation, Management, Forecasting, Business Development, Portfolio Management, Derivatives, Mutual Funds
Education
University of Peradeniya 1982 — 1987
Bachelor of Science
Jaffna Hindu College 1977 — 1982
Agriculture
CIBC Mellon September 2013 - Present
CIBC Mellon June 2013 - September 2013
CIBC Mellon September 2012 - June 2013
Dynamic Funds March 2011 - July 2012
Dynamic Funds October 2003 - March 2011
Dynamic Funds August 2000 - October 2003
Skills
Estate Processing, Estate Tax Calculation..., Dealer Relationships, Client Liaison, Hedge Funds, Segregated Funds, Customer Service, Mutual Funds, Mutual Fund Speciality..., Fund Of Funds, Fund Administration, Account Reconciliation, Back Office, Daily Operations, Daily Reports, Cash Flow, Financial Reporting, Compliance, Procedure Manuals, Auditing, Accounting, Internal Controls, Income Tax, Risk Management, Strategic Financial...
Education
Sheridan College 2001 — 2003
Marketing/Marketing Management, General
FirstService October 2008 - Present
CIBC Mellon July 2004 - October 2008
Cadillac Fairview January 1985 - July 2004
Skills
Real Estate, Accounting, Tax, Compliance, Due Diligence, Income Tax, Corporate Tax, SOX, Mergers, Quickbooks, Tax Compliance, Tax Accounting, Tax Research, Federal Tax, Tax Audits, Tax Returns, Tax Preparation, Sales Tax, Transfer Pricing, FAS109, Partnership Taxation
Education
Institute of Chartered Accountants of Ontario
CPA,CA
University of Regina 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
CIBC Mellon
Skills
Financial Analysis, Financial Reporting, Banking, Accounting, Mutual Funds, Analysis, Business Analysis, Business Planning, Customer Service, Finance, Microsoft Excel, Microsoft Office, Project Planning, Team Leadership, Teamwork
Education
Sheridan College 2005 — 2007
Business Accounting, Business Accounting
TD Bank Financial Group 2014 - Present
TD Securities 2010 - 2014
Morgan Stanley 2008 - 2009
TD Waterhouse 2005 - 2008
CIBC Mellon 2005 - 2005
Skills
Capital Markets, Equity Derivatives, Equities, Interest Rate..., P&L Analysis, Valuation, Attribution, Risk Management, Structured Products, Pricing Analysis, Funding, Options, Investments, Fixed Income, Online Brokerage, Financial Analysis, Portfolio Management
Education
University of London
MBA Candidate
Professional Risk Managers' International Association
PRM Candidate
Bloomberg Certification
Equities
Canadian Securities Institute
CSC, CPH, DFC, OLC, FRM
University of Toronto
Hon.B.A.
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 April 2015 - Present
Bank of Communications Limited May 2013 - July 2013
China Construction Bank (Asia) Corporation Limited June 2011 - August 2011
State Farm December 2010 - January 2011
Skills
Microsoft Office, Financial Analysis, Valuation, Finance, Communication Skills, Credit Analysis, Customer Service, Communication, Teamwork, Accounting
Education
University of Toronto Mississauga 2010 — 2014
Bachelor's Degree, Finance, General
The University of Hong Kong 2012 — 2013
exchange student, International Business
Samsung Electronics Canada, Mobile Communications January 2012 - Present
Canadian Ski Instructors' Alliance 2006 - May 2012
Research In Motion 2009 - 2011
Research In Motion 2008 - 2009
Nexient Learning 2006 - 2008
CIBC Mellon 2004 - 2006
Skills
Customer Insight, B2B, Product Development, Channel, Executive Positions, Solution Selling, Management, Strategy, Mobile Devices, CRM, Sales Management, Leadership, Wireless, Strategic Planning, Sales, Forecasting, Retail, Account Management, Negotiation, Direct Sales, Sales Operations, Strategic Partnerships, Sales Process, Selling, Budgets, Product Marketing
Education
University of Guelph
BAH (Honours), Business, Criminology, Public Policy, Music
CIBC Mellon - Canadian Stock Transfer January 2009 - November 2011
CIBC Mellon January 2007 - January 2009
CIBC Mellon August 2001 - January 2007
International Business Schools - Toronto School of Business January 1998 - August 2001
Teknion February 1994 - January 1998
Skills
CRA/Revenue Q./IRS tax..., T4PS/R25, NR4, T4RG,..., Remittance Processing,, Dividend, distribution,..., Research and Analysis,, Distribution Allocation, Distribution Factors, Plan withdrawals and..., Journal Entries, CDSX transfers,, T2033 transfers, RRSP de-registrations,, Payroll contributions..., Vesting allocations, Stock option grants and..., Requesting market..., stock splits, Employee Share Purchase..., Stock Option Plans,, Employee Benefit Plans,, Restricted Unit Plans,, Employee Profit Sharing..., Long Term Incentive..., ESCROW Plans,, ESPrit system and Web..., Accounting systems:..., Lotus Notes,, Microsoft Outlook,, System Support,, Compliance,, Client Services,, Group leadership,, Conflict Management,, Coaching,, Performance Management,, Accuracy and attention..., Managing change,, KPI,, Outstanding cash Report,, General ledger entries,, Support with..., Account receivable,, Banks statement..., Accounts Payable..., Cash Handling, Marriage breakdown..., Estate transactions,, Payroll, Account Reconciliation, Banking
Education
Toronto School of Business 1997 — 1998
Diploma, Accounting and Computer Science, Honors Diploma
WSP Rzeszow in Poland 1990 — 1993
Teaching Licence, Health and Physical Education/Fitness
Franklin Templeton Investments May 2008 - Present
CIBC Mellon April 1999 - May 2008
Henkel Adhesives Technologies India Pvt. Ltd October 1997 - December 1998
Skills
Regulatory Reporting, Financial Reporting, IFRS, OSFI, OSC, MFDA, Board Reporting, Budgeting, Financial Statements, Basel II, Strategic Thinking, Collaborative Working
Education
St. Xavier's College
Bachelor of Commerce (B.Com.)
CIBC Mellon 2000 - 2013
Education
University of Santo Tomas
Accounting and Finance