CIBC Wealth Management

CIBC Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CIBC Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

CIBC Wealth Management Salaries. You can even request information on how much does CIBC Wealth Management pay if you want to. Learn about salaries, pros and cons of working for CIBC Wealth Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

209 CIBC Wealth Management employees in database. Find out everything there's to know about CIBC Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

CIBC Wealth Management Employees

Employee
Years
Job
Industry
Danny Ignacio Danny Ignacio Montreal, Canada Area Details
Danny Ignacio's CIBC Wealth Management Experience September 2008 - May 2014
Job Senior Associate
Industry Financial Services
Experience
National Bank of Canada  2014 - Present
CIBC Wealth Management   September 2008 - May 2014
CIBC  November 2007 - September 2008
RBC  2005 - 2007

Skills
Microsoft Office, Public Speaking, Customer Service, Strategic Planning, Financial Analysis, Investments, Office Administration, Mortgage Banking, Commercial Mortgages, Mutual Funds, Financial Services, Loans, Research, PowerPoint, Microsoft Excel

Education
Université de Montréal - HEC Montréal

Andy Cui Andy Cui Toronto, Canada Area Details
Andy Cui's CIBC Wealth Management Experience February 2003 - June 2004
Job Manager, Financial Planning at City of Toronto
Industry Government Administration
Experience
City of Toronto  October 2011 - Present
Shaw Media  January 2009 - October 2011
Rogers Communications Inc.  June 2006 - January 2009
Bell Canada  June 2004 - June 2006
CIBC, Wealth Management  February 2003 - June 2004
Alliance Atlantis Broadcasting  July 2001 - February 2003

Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Financial Modeling, Forecasting, Variance Analysis, Managerial Finance, Public Sector Budgeting, Business Planning, Analysis, IFRS, Capital Budgeting, Finance, Budgets, Financial Planning, Financial Audits, Project Planning

Education
CMA Ontario   2001 — 2004
CPA, CMA

CFA Institute   1999 — 2001
CFA Level II, Passed

McGill University   1999 — 2001
MBA, Finance

University of International Business and Economics
BA, International Finance

Paul Falcao Paul Falcao Toronto, Canada Area Details
Paul Falcao's CIBC Wealth Management Experience 1998 - 2001
Job Senior Compliance Officer Dealer Compliance at B2B Bank
Industry Financial Services
Experience
B2B Bank  March 2015 - Present
Royal Bank of Canada  October 2014 - March 2015
ScotiaMcLeod  April 2009 - October 2014
IIROC (Investment Industry Regulatory Organization of Canada)   2005 - 2009
RBC Wealth Management  2003 - 2005
Toronto Catholic District School Board  2002 - 2003
CIBC Wealth Management   1998 - 2001

Skills
Windows, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Securities, Team Management, Teaching, Training, Investments, Mutual Funds, Equities, Fixed Income, Auditing, Options, AML, Risk Management, Wealth Management, Bonds, Leadership, Portfolio Management, Management, Asset Management, Financial Planning, Anti Money Laundering, Financial Services, Finance

Education
Concordia University   1984 — 1987
Bachelor's degree, Economics

Dawson College   1981 — 1984
College Diploma, Pre-University courses

Nader Arafat, MBA Nader Arafat, MBA Toronto, Canada Area Details
Nader Arafat, MBA's CIBC Wealth Management Experience January 2005 - December 2005
Job Director, Program Management, Client Account Management at CIBC Retail & Business Banking
Industry Banking
Experience
CIBC Retail & Business Banking   February 2014 - Present
CIBC Technology & Operations   May 2013 - February 2014
CIBC Retail & Business Banking   July 2010 - May 2013
CIBC Retail Markets  January 2006 - June 2010
CIBC Wealth Management   January 2005 - December 2005
CIBC Wood Gundy  July 2002 - December 2004
Merrill Lynch Canada  July 1999 - June 2002
CIBC Finance  November 1998 - June 1999

Skills
Project Management, Business Planning, Strategic Planning, Product Development, Business Analysis, Strategy, Program Management, Governance, Management, Change Management, Negotiation, Consulting, Leadership, Business Process..., Risk Management, Business Strategy, Vendor Management, Banking, Financial Services, Management Consulting, Finance, Project Portfolio..., Process Improvement, Portfolio Management, CRM, Cross-functional Team..., PMO

Education
Queen's University   2009 — 2011
MBA, Business and Marketing Strategy

Western University   1993 — 1998
Bachelor of Arts, Honors Economics

Peter Moes Peter Moes Vancouver, Canada Area Details
Peter Moes's CIBC Wealth Management Experience 1995 - Present
Job Financial Planning Consultant at CIBC Wealth Management
Industry Investment Management
Experience
CIBC Financial Planning   April 1995 - Present
CIBC Wealth Management   1995 - Present
TD Greenline   January 1990 - March 1995
Wolverton Securities  January 1985 - November 1986

Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Estate Planning, Portfolio Management, Private Banking, Asset Management, Fixed Income, Equities, Securities, Strategic Financial..., Trusts, Financial Advisory, Financial Planners, Investment Advisory, Wealth Management..., Investment Management, Alternative Investments, Retirement, Financial Services, Bonds, Certified Financial..., Personal Finance, High Net Worth..., Pensions, ETFs, Options, Personal Financial..., Relationship Management, Mortgage Lending, Funding, Wealth, Credit, Banking

Education
McGill University   1982 — 1985
Bachelor's degree, Political Science and Government

Langara College   1981 — 1982
diploma, Liberal Arts and Sciences/Liberal Studies

Pradeep Waragoda Pradeep Waragoda Toronto, Canada Area Details
Pradeep Waragoda's CIBC Wealth Management Experience April 2013 - Present
Job Senior Technology Analyst at CIBC Wealth Management
Industry Banking
Experience
CIBC Wealth Management   April 2013 - Present
Freelance  May 2009 - Present
National Engineered Fasteners   May 2012 - September 2012
Canadian Diabetes Association  May 2005 - July 2008

Skills
Web Development, CMS, CSS, JavaScript, Microsoft SQL Server, PHP, HTML, VB.NET, HTML 5, ASP.NET, Software Documentation, SQL, .NET, Databases, C#, jQuery, MySQL, SharePoint, Database Design, Java, ExpressionEngine, Android Development, XML, HTML5, User Interface Design, Business Analysis, Software Development, SDLC, Requirements Analysis, Web Applications, Customer Service, ITIL v3 Foundations...

Education
Seneca College of Applied Arts and Technology   2009 — 2012
Bachelor of Technology (B.Tech.), Softwere Development

Humber College   2004 — 2007
Computer Programmer, Computer Programming and Analyst

Informatics Computer School   2001 — 2002
Diploma In Computer studies, Diploma In Computer studies

Trinity College, kandy
Highschool

Boyan Ivanov Boyan Ivanov Montreal, Canada Area Details
Boyan Ivanov's CIBC Wealth Management Experience September 2007 - September 2008
Job Certified Financial Planner at BMO Financial Group
Industry Banking
Experience
BMO Financial Group  February 2013 - Present
BMO Investorline  October 2009 - February 2013
BMO Investorline  September 2008 - October 2009
CIBC Wealth Management   September 2007 - September 2008
CIBC National Recovery   July 2006 - September 2007

Skills
Investments, Business Development, CRM, Equities, Portfolio Management, Mutual Funds, Credit, Strategic Financial..., Banking, Relationship Management, Retirement Planning, Wealth Management, Financial Modeling, Financial Analysis, Analysis, Fixed Income, Derivatives, Financial Planning

Education
McGill University   2004 — 2007
Bachelors in Finance and International Business, Finance & International Business

Hong Kong University of Science and Technology - School of Business and Management   2005 — 2006
Bachelor,s of Finance and International Business, Finance

Olga Sudvarg Olga Sudvarg Greater Atlanta Area Details
Olga Sudvarg's CIBC Wealth Management Experience 1998 - 2000
Job Sr. Vice President, Program Management at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  July 2013 - Present
SunTrust Bank  August 2012 - July 2013
Ernst & Young  July 2007 - August 2012
Morgan Stanley  March 2004 - July 2007
Morgan Stanley  2000 - 2004
CIBC Wealth Management   1998 - 2000

Skills
Business Transformation, Program Management, Project Coordination, Business Process, Development Of People, People Management, Process Improvement, Business Process..., Process Mapping, Process Optimization, Finance Transformation, Team Leadership, Strategic Leadership, Change Management, Business Change..., Cross-functional Team..., Executive Communications, Operating Model Design, business performance..., Process Transformation, Analysis, Business Performance..., Business Process Mapping, Leadership, Management, Operating Models, Operations Management, People Development, Project Management, Strategic Planning, Strategy, Financial Analysis, Finance

Education
Emory University - Goizueta Business School   2004 — 2007
MBA

Andrew MacKay Andrew MacKay Toronto, Canada Area Details
Andrew MacKay's CIBC Wealth Management Experience January 2008 - July 2012
Job National Director Private Banking & Region Head Central Canada at CIBC Private Wealth Management
Industry Banking
Experience
CIBC Private Wealth Management  June 2012 - Present
CIBC Private Wealth Management  January 2008 - Present
CIBC Wealth Management   January 2008 - July 2012
CIBC Wealth Management   March 2001 - January 2008

Skills
Investments, Portfolio Management, Wealth Management, Relationship Management, Alternative Investments, Investment Strategies, Risk Management, Business Analysis, Sales, Fixed Income, Asset Allocation, Financial Advisory, Financial Services, Banking, Investment Advisory, Bonds, Equities, Change Management, Capital Markets, Asset Management, Strategic Financial..., Mutual Funds, Financial Analysis, Trading, Estate Planning, Strategic Planning, Investment Management, Business Strategy, Retirement Planning, Securities, Wealth Management..., Asset Managment, Hedge Funds, Financial Planning

Education
York University - Schulich School of Business   2011 — 2012
Masters Certificate - Financial Services Leadership, Organizational Leadership

McGill University   1984 — 1987
Bachelor of Arts, Major Economics, Minor Political Science

Selwyn House School   1977 — 1982

Susan Yao-Arkilander, CFP, MBA Susan Yao-Arkilander, CFP, MBA Toronto, Canada Area Details
Susan Yao-Arkilander, CFP, MBA's CIBC Wealth Management Experience February 1994 - December 2007
Job You may need a Financial and Estate Reviews in addition to your Investment Reviews
Industry Investment Management
Experience
TD Wealth Management  December 2014 - Present
RBC Dominion Securities  January 2008 - November 2014
CIBC Wealth Management   February 1994 - December 2007
CityTrust Banking Corporation, a Citibank's affiliate   September 1986 - September 1990
Citytrust Banking Corporation, a Citibank's affiliate   June 1985 - May 1986

Skills
Wealth Management, High Net Worth..., Investments, Retirement, Investment Strategies, Asset Managment, Financial Advisory, Securities, Wealth, Asset Management, Financial Services, Pensions, Insurance, Finance, Management, Personal Financial..., Risk Management, Private Banking, Certified Financial..., Small Business, Relationship Management, Critical Illness, Personal Finance, Financial Modeling, Capital Markets, ETFs, Investment Policy

Education
Asian Institute of Management   1983 — 1985
MBA, Master in Business Management

Perry Eisenschmid Perry Eisenschmid Ottawa, Canada Area Details
Perry Eisenschmid's CIBC Wealth Management Experience June 1988 - May 1998
Job CEO at Canadian Pharmacists Association
Industry Research
Experience
Canadian Pharmacists Association  June 2013 - Present
The Conference Board of Canada  January 2002 - June 2013
CIBC Trust  April 1998 - July 2000
CIBC  1988 - 2000
CIBC Wealth Management   June 1988 - May 1998
Quaker Oats  June 1986 - June 1988
Procter & Gamble  May 1985 - September 1985

Skills
Strategy, Marketing Management, Business Strategy, Marketing Strategy, Direct Marketing, Strategic Planning, Advertising, Leadership, Product Management, Social Media, Marketing Communications, Segmentation, Business Planning, Corporate Communications, Team Building, Business Development, Social Media Marketing, New Business Development, Cross-functional Team..., Change Management, Product Marketing, P&L Management, Customer Service, Customer Insight, Restructuring, Product Development, Brand Development, Sales Management, Customer Relations, Marketing, Lead Generation, Email Marketing, Analytics, Thought Leadership, Marketing Research, Privacy Law, Sales, Integrated Marketing, Management, Executive Management, Market Research, Digital Marketing, Online Marketing, Promotions, Privacy, P&L, E-commerce, Strategy Development, Consumer Insights

Education
McMaster University   2008 — 2009
CDir, Board Governance

York University - Schulich School of Business   1981 — 1986
BBA, MBA, Marketing, Finance

York University   1982 — 1985
HBA, Business

Public School

Ian Webster Ian Webster Toronto, Canada Area Details
Ian Webster's CIBC Wealth Management Experience January 2001 - January 2002
Job FINANCIAL FIGHTER: eliminate investment chaos, stressful debt, annoying taxes, mortgage pitfalls & bad life insurance.
Industry Financial Services
Experience
Real Wealth Group   March 2011 - Present
Webster & Associates  September 2009 - Present
IDC WORLDSOURCE   February 2009 - December 2013
Monarch Wealth Corporation   March 2007 - September 2009
Desjardins Financial Group  2003 - 2007
Brown Pineo Van Kempen and Associates   2002 - April 2003
CIBC Wealth Management   January 2001 - January 2002
CIBC Retail Banking   January 1998 - January 2001
Star Data Investment Management   January 1996 - January 1998
Scotiabank  January 1988 - January 1996

Skills
Fights, Anchor, Invests Alternatively, Real Estate, Insurance, Access, Account Management, Budgeting, Banking, Business Strategy, Customer Relations, Distribution, Employee Relations, Financial Analysis, Financial Planning, Financial Reporting, Government, Healthcare, Health, Identity, Innovation, Illustration, Knowledge Management, Layout, Newsletters, New Business Development, Operations, Organizing, Planning, Product Development, Quality, Strategic Planning, Problem Solving, Teaching, Underwriting, Writing, Youth Development, Youth Work, Project Planning, Budgets, Strategic Financial..., Customer Service, Coaching, Sales, Entrepreneurship, Strategy, Mortgage Lending, Management, Leadership, Business Planning

Education
School of Life
Life Skills, Life

Ryerson University   1996 — 1997
Business

Career Canada College   1991 — 1993
Dental Assissting Diploma, Dental Assisstant

Cedarbrae Collegiate Institute   1985 — 1987

Oakwood Collegiate Institute   1983 — 1985

Weimin Guo Weimin Guo Toronto, Canada Area Details
Weimin Guo's CIBC Wealth Management Experience June 2015 - Present
Job Senior Application Developer at CIBC Wealth Management
Industry Information Technology and Services
Experience
CIBC Wealth Management   June 2015 - Present
RBC Capital Markets  November 2013 - June 2015
Research In Motion  November 2012 - November 2013
Research In Motion  October 2011 - August 2012
Research In Motion  August 2005 - September 2011
Loblaw Companies Limited  May 2004 - June 2005
Systek Information Technology Ltd, GuestLogix Inc   September 2002 - May 2004
Founder International  January 2000 - August 2002
Systek Information Technology Limited   May 1999 - December 1999
BUPT-Nortel R&D Center China   June 1997 - May 1999

Skills
Java, J2EE Application..., Web Services, SAP Netweaver, SAP Portal, WebDynpro, EJB, Spring Webflow, Spring MVC, Hibernate, Structs, Tiles, JSP, JSF, JSTL, JMS, JavaScript, JavaMai, Message Queue, JDBC, JUnit, Test Cases, Mockito, Maven, Ant, Eclipse, JDeveloper, Oracle SQL, UML, SAP, XML, iText, POI, PDF Creator, OpenJPA, JAX-WS, RESTful WebServices, Active Directory, NTLM, AJAX Frameworks, IceFaces, Design Patterns, HP Quality Center, Perforce, CVS, Spring, Swing, PL/SQL, Spring Framework, Java Enterprise Edition

Education
Peking University   1988 — 1991
Master's degree, Mathematics and Mechanics

Peking University   1984 — 1988
Bachelor's degree, Mathematics and Mechanics

Patti Kennedy Patti Kennedy Toronto, Canada Area Details
Patti Kennedy's CIBC Wealth Management Experience March 2013 - Present
Job ISI Director, Planning and Delivery
Industry Information Services
Experience
CIBC Wealth Management   March 2013 - Present
CIBC Wealth Management   2011 - March 2013
SunLife Financial  2010 - 2010
Richardson Partners Financial Limited   2008 - 2010
Nortel Networks  1997 - 2008
Toronto Stock Exchange  1993 - 1997
DMR Group  1990 - 1992
Bank of Montreal  1989 - 1990
DMR Group  1987 - 1989

Skills
Project Management, Project Portfolio..., Resource Management, Communication, Relationship Management, Data Warehousing, Project Delivery, Vendor Management, Business Analysis, Requirements Analysis, Business Intelligence, Business Process..., Integration

Education
Concordia University   1983 — 1987
Bachelor or Science, Applied Mathematics

CEGEP - John Abbott College   1981 — 1983

Jacqueline Beaurivage Jacqueline Beaurivage Toronto, Canada Area Details
Jacqueline Beaurivage's CIBC Wealth Management Experience 1998 - 2000
Job Corporate Director
Industry Financial Services
Experience
Home Trust Company  May 2014 - Present
Ontario Teachers' Pension Plan  September 2010 - April 2015
Mood Disorders Association of Ontario   September 2008 - September 2011
CIBC  August 1994 - April 2009
FirstCarribean International Bnk   2001 - 2003
CIBC Wealth Management   1998 - 2000
Royal Bank of Canada  September 1981 - June 1994

Skills
Change Management, Strategic Planning, Leadership, Governance, Program Management, Strategy, Mergers, Business Strategy, Portfolio Management, Business Analysis, Risk Management, Financial Services, Sales Management, Vendor Management, Product Development, Banking, Mergers & Acquisitions, Management Consulting, Strategic Financial..., Investments, Business Process..., Team Leadership, Business Development, Project Management, Market Research, Finance, Outsourcing, Wealth Management, Financial Modeling, Financial Analysis, Marketing, Management, Capital Markets, Business Planning, Equities, Asset Management, Project Delivery, Strategic Leadership, Mutual Funds, Relationship Management, Hedge Funds, Securities, Presentations, Financial Risk, Team Building, Project Portfolio..., Financial Planning

Education
McGill University   1978 — 1981
MBA, Marketing and International Business

McGill University   1976 — 1977
Diploma in Education, Early Childhood Education

University of Regina   1971 — 1974
B.A., English Literature

Rotman ICD Program

Rotman ICD Program

Carolyn Riley Carolyn Riley Toronto, Canada Area Details
Carolyn Riley's CIBC Wealth Management Experience January 2005 - January 2007
Job Accounting Software Support Analyst
Industry Insurance
Experience
Applied Systems  August 2011 - July 2012
General Motors - OnStar  September 2007 - January 2010
CIBC Wealth Management   January 2005 - January 2007
Toronto Housing Corporation   January 2003 - January 2005

Skills
Call Center, Management, Call Centers, Team Leadership, Process Improvement, Insurance, Software Documentation, Troubleshooting, Training, Outlook, Customer Service

Education
Centennial College   2000 — 2001
General Arts

Centennial College
Studying General Arts and Science

Dany Tawileh Dany Tawileh Montreal, Canada Area Details
Dany Tawileh's CIBC Wealth Management Experience December 2013 - Present
Job Mutual Fund Specialist at CIBC Wealth Management
Industry Banking
Experience
CIBC Wealth Management   December 2013 - Present
CIBC  September 2011 - November 2013
Byblos Bank  September 2005 - May 2011

Skills
Banking, Credit, Credit Analysis, Financial Analysis, Commercial Banking, Financial Reporting, Sales Management, Corporate Finance, Retail Banking, Financial Controlling, Treasury Management, Financial Risk, Risk Management, Portfolio Management, Loans, Credit Risk, Mutual Funds, Investment Banking, Yield Management, Investments

Education
Canadian Securities Institute
Investment Funds in Canada, Cours sur les fonds d’investissement au Canada

Lebanese American University   2005 — 2008
MBA, Masters of Business Administration

Lebanese American University   2001 — 2005
Bachelor of Science, Business

Ravi Gopisetty Ravi Gopisetty Toronto, Canada Area Details
Ravi Gopisetty's CIBC Wealth Management Experience 1996 - 2005
Job Wealth Advisor & Portfolio Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Dominion Securities  2005 - Present
CIBC Wealth Management   1996 - 2005

Skills
Finance, Financial Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Wealth Management, High Net Worth..., Insurance, Financial Services, Financial Planning, Investment Advisory, Asset Allocation, Equities, Asset Management, Retirement Planning

Education
Carleton University   1989 — 1995
Bachelor of Commerce (Honours), Finance and Economics

Nancy Pujol Nancy Pujol Toronto, Canada Area Details
Nancy Pujol's CIBC Wealth Management Experience 2003 - 2006
Job GO Transit (Metrolinx)
Industry Public Policy
Experience
GO Transit  May 2015 - Present
Metrolinx  July 2013 - Present
YWCA Toronto  2009 - July 2013
Pine River Institute   2007 - 2009
CIBC Wood Gundy  2006 - 2007
CIBC Wealth Management   2003 - 2006
Teknion  2000 - 2002

Skills
Office Management, Budget Monitoring, Outstanding time..., Resourceful..., Budget Forecasts, Microsoft Excel, Exceptional People..., Office Administration, Time Management, Public Policy, Research

Education
Ryerson University   2012 — 2014
Post-Baccalaureate Certificate (in progress), Public Administration and Leadership

University of Toronto   1997 — 2001
Honours Bachelor of Arts, Political Science

Farima Sajadi Farima Sajadi Toronto, Canada Area Details
Farima Sajadi's CIBC Wealth Management Experience January 1991 - December 2008
Job Montessori Teacher (Early Childhood Education)
Industry Education Management
Experience
Free Spirit Montessori   February 2012 - Present
RBC wealth Management  December 2008 - August 2011
CIBC Wealth Management   January 1991 - December 2008

Skills
Investments, Financial Analysis, Financial Modeling, Fixed Income, Credit, Mutual Funds, Derivatives, Finance, Investment Strategies, Banking, Strategic Planning, Coaching, Customer Service, Management, Teamwork, Team Building, Negotiation, Public Speaking, Teaching, Knitting, Sewing, Baking, Program Development, Wealth Management, Portfolio Management, Communication, Child Development, Early Childhood..., Equities, Retirement Planning, Mortgage Lending, Leadership, Montessori

Education
The Canadian Montessori Teacher Education institute   2012 — 2012
Early Education Teacher Certificate, Teacher

CSI Global Educatuion Inc.   2000 — 2010
Professional Financial Planning

Ryerson University   1997 — 1999
Honors Diploma in Management Science, Management Science

Institute of Canadian Bankers
Honors Diploma, Management Science

Adam Badran Adam Badran Montreal, Canada Area Details
Adam Badran's CIBC Wealth Management Experience May 2008 - October 2008
Job Manager of Client Care @ RBC
Industry Capital Markets
Experience
RBC  August 2014 - Present
RBC  February 2013 - Present
RBC  October 2010 - January 2013
HEC Montreal  2007 - 2010
CIBC Wealth Management   May 2008 - October 2008
TD Canada Trust  October 2007 - January 2008

Education
HEC Montréal   2007 — 2010
Bachelor, Administration- Market Finance

Maia Doneva Maia Doneva Montreal, Canada Area Details
Maia Doneva's CIBC Wealth Management Experience December 2000 - Present
Job Investment Representative
Industry Financial Services
Experience
CIBC Wealth Management   December 2000 - Present
Desjardins Securities  January 1999 - November 1999
MONEY daily   November 1992 - April 1997

Skills
Bloomberg, Equities, Portfolio Management, Securities, Derivatives, Trading, Financial Analysis, Banking, Risk Management, Financial Reporting, Wealth Management, Thomson One, Asset Management, Stocks, Fixed Income, Equity Trading, Equity Research, Customer Relations, Capital Markets, Business Analysis, Thompson One, Mutual Funds, Investment Strategies, Investments

Education
CFA Institute, Virginia   2002 — 2005
Chartered Financial Analyst, finance

Canadian Securities Institute   2002 — 2003
C.I.M., Portfolio Management

McGill University   1998 — 1999
Graduate Diploma, Treasury finance

Ikonomicheski Universitet - Varna, Bulgaria   1985 — 1990
M.A., economics

Shan Shao, CFA Shan Shao, CFA Toronto, Canada Area Details
Shan Shao, CFA's CIBC Wealth Management Experience August 2006 - August 2008
Job Portfolio Manager at MD Private Investment Counsel
Industry Financial Services
Experience
MD Physician Services  December 2011 - Present
The Princeton Review  November 2000 - March 2012
MD Management Inc   August 2008 - December 2011
CIBC Wealth Management   August 2006 - August 2008
Scotia Capital  April 2003 - August 2006
Hillon Enterprise Inc   January 2001 - January 2003
Bank of China  January 1994 - January 1996

Skills
Investments, Wealth Management, Asset Management, Financial Planning, Investment Strategies, Capital Markets, Investment Management, Financial Analysis, Portfolio Management, Estate Planning, Financial Services, Strategic Financial..., Retirement, Insurance, Private Banking, Wealth, Mutual Funds, Asset Allocation

Education
York University - Schulich School of Business   2000 — 2003
MBA, Financial Services & Entrepreneaurship Study

CFA Institute
CFA Charterholder

Financial Planning Standards Council
CFP

International Sommelier Guild
Sommelier Diploma Program, Level II Candidate

Shenyang University   1990 — 1994
Bachelor, Scientific English

Neela Prasad Neela Prasad Toronto, Canada Area Details
Neela Prasad's CIBC Wealth Management Experience April 2005 - November 2005
Job QA tester with solid knowledge of Financial Industry with more than 7 years of experience
Industry Information Technology and Services
Experience
TCS Canada Inc.   March 2013 - Present
CIBC Wealth Management Technology  2007 - April 2013
CIBC GLOBAL DEPOSITS & PAYMENTS   January 2006 - January 2007
CIBC Wealth Management   April 2005 - November 2005
CIBC World Markets  June 2004 - April 2005
CIBC Banking Center   February 2004 - June 2004
Geethanjali Graphics   December 1997 - August 2003
Larsen & Toubro Limited  May 1990 - October 1995

Skills
QTP, SDLC, Quality Center, Regression Testing, Test Strategy, User Acceptance Testing, Defect Tracking, Functional Testing, Integration Testing, Risk Based Testing, System Testing, Test Planning

Education
Bangalore University   1988 — 1990
B.Sc, Physics, Chemistry, Electronics

Karen Hubbard Karen Hubbard Toronto, Canada Area Details
Karen Hubbard's CIBC Wealth Management Experience February 1997 - January 2008
Job Financial Planner, Educators Financial Group Inc.
Industry Financial Services
Experience
Educators Financial Group Inc.  February 2011 - Present
CIBC Wealth Management   February 1997 - January 2008
Canadian Securities Institute (CSI)   1998 - 2000
CIBC  April 1993 - February 1997

Skills
Banking, Investments, Mutual Funds, Wealth Management, Asset Management

Education
McMaster University   1989 — 1993
Bachelor of Commerce (BComm), Business/Commerce, General

Adam Burns Adam Burns Toronto, Canada Area Details
Adam Burns's CIBC Wealth Management Experience September 2011 - February 2013
Job Recent MBA Graduate Open to New Possibilities
Industry Banking
Experience
CIBC Wealth Management   September 2011 - February 2013
CIBC Wealth Management   September 2010 - September 2011
CIBC Wealth Management   June 2010 - September 2010
CIBC Wealth Management   January 2010 - June 2010
Canadian Imperial Bank of Commerce  June 2008 - September 2008

Skills
Options, Investments, Derivatives, Electronic Trading, Equities, Financial Modeling, Capital Markets, Fixed Income, Portfolio Management, Wealth Management, Corporate Finance, Bloomberg, Securities, Asset Management

Education
Richard Ivey School of Business   2013 — 2014
Master of Business Administration (M.B.A.)

Canadian Securities Institute
Securities

Trent University   2005 — 2009
BBA, Business, Economics

Bryan Sehl Bryan Sehl Ottawa, Canada Area Details
Bryan Sehl's CIBC Wealth Management Experience April 2000 - December 2001
Job Manager, Development and Sales Support at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada  July 2015 - Present
National Bank of Canada  November 2010 - June 2015
National Bank of Canada  June 2006 - October 2010
National Bank of Canada  March 2006 - June 2006
CIBC  February 2003 - March 2006
CIBC Wealth Management   April 2000 - December 2001
CIBC Wealth Management   March 1997 - April 2000
CIBC  March 1996 - March 1997
TD Bank Group  February 1994 - March 1996

Skills
Credit, Retail, Investments, Mutual Funds, Wealth Management, Financial Planning, Strategic Financial..., Sales Management, Change Management, Risk Management, Strategic Leadership, Strategic Planning, Finance, Financial Risk, Financial Services, Banking, Securities, Retail Banking, Commercial Banking, Management, Loans, Sales, Financial Analysis, Leadership, Analysis, Business Development, Credit Cards, Portfolio Management, Executive Management, Credit Analysis, Mortgage Lending, Financial Advisory, Credit Risk, Relationship Management, Financial Markets, Cross Selling, Commercial Lending, Branch Banking, Operational Risk, Consumer Lending, Investment Advisory, Residential Mortgages, Trade Finance, Lines Of Credit, Team Leadership

Education
Queen's University   1991 — 1993
MBA

University of Waterloo   1986 — 1990
Honours BA, Economics

St Jerome's High School

Jason Barskey Jason Barskey Toronto, Canada Area Details
Jason Barskey's CIBC Wealth Management Experience April 2009 - February 2010
Job Bilingual Relationship ManagerBroker Registered Products
Industry Financial Services
Experience
Computershare  February 2010 - Present
CIBC Wealth Management   April 2009 - February 2010
CPAS Systems Inc.  July 2007 - February 2009
Sun Life Financial  January 2003 - July 2007
Morneau Shepell  2001 - 2002
Morneau Shepell  2001 - 2002

Skills
Analysis, Policy, Business Process, Pensions, CRM, Newsletters, Research, Software Documentation

Education
Concordia University   1994 — 1997
Bachelors Degree: B.A Specialization in English Literature, English Language and Literature/Letters

Gerry Ouellette Gerry Ouellette Toronto, Canada Area Details
Gerry Ouellette's CIBC Wealth Management Experience August 2008 - January 2009
Job Seeking Senior Business Analyst contract opportunity
Industry Information Technology and Services
Experience
Metrolinx  June 2015 - Present
Validus Research Inc.   June 2014 - June 2015
TD Insurance  July 2012 - June 2014
Torstar Media Group  January 2010 - July 2012
CIBC Wealth Management   August 2008 - January 2009
Symcor  July 2006 - July 2008
CIBC  August 2005 - June 2006
CIBC  August 2004 - August 2005
London Life  January 2004 - July 2004
London Life  November 2003 - January 2004

Skills
SDLC, Business Requirements, Context Diagrams, Business Intelligence, Business Analysis, Quality Assurance, Leadership, Systems Analysis, Software Documentation, UML, Oracle, Data Modeling, Process Improvement

Education
Western University   1976 — 1980
B.Sc., Computer Science

IIBA

TD Insurance

Humber College   2003 — 2005
Certificate, Project Management

Canadian Securites Institute   1989 — 1989
Certificate, Canadian Securities Course

CIBC Technology   2001 — 2005
RUP and UML

Institute of Canadian Bankers   2002 — 2003
Pension Plans

Sheridan College   2001 — 2003
Certificate

Computer Associates International Inc   2001 — 2001
Data Modelling Concepts

West Ferris SS   1971 — 1976

Christine Moffatt Christine Moffatt Toronto, Canada Area Details
Christine Moffatt's CIBC Wealth Management Experience December 1998 - April 2000
Job PreSales Consultant at Ceridian Dayforce
Industry Human Resources
Experience
Ceridian Dayforce  September 2007 - Present
Ceridian  April 2000 - September 2007
CIBC Wealth Management   December 1998 - April 2000

Skills
HRIS, Ceridian, Payroll, Workforce Management, SaaS, Talent Management, Solution Selling, Human Resources, Performance Management, Sales Process, Enterprise Software, Recruiting, Lead Generation, Hiring, Employee Engagement, Process Improvement, Account Management, Leadership, Business Intelligence, Training, Customer Retention, Management, Sales, Team Leadership, Cold Calling, Personnel Management, Vendor Management, Outsourcing, Salesforce.com, Team Management, Sales Management, CRM, Strategic Planning, Pre-sales, Professional Services, Sales Operations, Consulting, Business Development, Team Building, Employee Benefits, Coaching, Relationship Building

Education
VASS Executive Training   2011 — 2011
Vass Sales Excellence

2Win! Global   2010 — 2010
Building a Case for Value when Demonstrating Software

University of Toronto   2003 — 2003
HRMS

Schulich School of Business   2000 — 2000
Consultative Selling, Account Management and Consultative Selling Strategies

George Brown College   1986 — 1988
Business, Accounting

Nancy Kemble, CFP Nancy Kemble, CFP Vancouver, Canada Area Details
Nancy Kemble, CFP's CIBC Wealth Management Experience 1994 - 2000
Job Senior Financial Planning Consultant at Scotia Private Client Group
Industry Investment Management
Experience
Scotia Private Client Group  April 2011 - Present
Manulife Securities Inc.   2010 - May 2011
MD Management Ltd.  2003 - 2009
RBC Investments  2000 - 2003
CIBC Wealth Management   1994 - 2000

Skills
Wealth Management

Education
Canadian Securities Institute
CSC, CPH, Br. Mgr

Insurance Bureau of British Columbia
Life Licence Qualification Program

Financial Planning Standards Council
CFP

Ivey Business School at Western University   1983 — 1987
Business Management

Fanshawe College   1980 — 1983
Business Administration

Rosie Singh Rosie Singh Toronto, Canada Area Details
Rosie Singh's CIBC Wealth Management Experience August 1998 - April 2000
Job Director, Internal Audit
Industry Accounting
Experience
easyhome  June 2012 - January 2015
Loblaw Ltd   May 2011 - December 2011
Barrick Gold Corporation  April 2005 - October 2009
Jefferson Wells  January 2001 - March 2005
Nabisco (Toronto)   May 2000 - December 2000
CIBC Wealth Management   August 1998 - April 2000

Skills
Internal Controls

Education
McMaster University
M.B.A, Finance/Accounting

McMaster University
Bachelors of Commerce Honours

McMaster University
MBA, Finance/Accounting

Ruo Tan Ruo Tan Toronto, Canada Area Details
Ruo Tan's CIBC Wealth Management Experience September 1999 - October 2008
Job An Experienced Investment Executive
Industry Financial Services
Experience
Segal Rogerscasey Canada   November 2010 - Present
TD Wealth Management  November 2008 - January 2010
CIBC Wealth Management   September 1999 - October 2008
SEI Investments  1995 - 1998

Skills
Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Management, Asset Allocation, Investment Advisory, Investment Management, Equity Research, Due Diligence, Hedge Funds, Alternative Investments, Financial Services, Capital Markets, Asset Management, Equities, Bloomberg, Strategic Financial..., Leadership, Fixed Income, Bonds, Derivatives, Valuation

Education
McMaster University
MBA

University of Waterloo
Ph.D

Tamara Obouhov Tamara Obouhov Toronto, Canada Area Details
Tamara Obouhov's CIBC Wealth Management Experience January 2005 - June 2005
Job Professor at Seneca College of Applied Arts and Technology
Industry Higher Education
Experience
George Brown College  June 2005 - Present
Seneca College of Applied Arts and Technology  October 1998 - Present
CIBC Wealth Management   January 2005 - June 2005
APLUS institute   January 1997 - January 2005

Skills
SQL, Quality Assurance, Analysis, Testing, Agile Methodologies, Business Analysis, Requirements Analysis, MySQL, Test Automation, Visual Basic, Visio, SDLC, PHP, Architecture, Unix, Linux, HTML, Systems Analysis, Microsoft Excel, Windows, Oracle, Software Project..., Web Development, Teamwork, Microsoft SQL Server, Data Analysis, Analytics, Requirements Gathering, Software Quality..., System Testing, User Acceptance Testing, Troubleshooting, Test Planning, Integration, SharePoint, Adult Education, ASP.NET, Software Documentation, MS Project, XML, Team Leadership, Software Development, Databases, .NET, C#, Java, ITIL, Web Applications, JavaScript, Database Design

Education
Samara State Technical University   1975 — 1980
master, Engineering

Michael Tarantino MBA, CPA, CMA, CFP, TEP Michael Tarantino MBA, CPA, CMA, CFP, TEP Toronto, Canada Area Details
Michael Tarantino MBA, CPA, CMA, CFP, TEP's CIBC Wealth Management Experience July 2000 - June 2007
Job Vice President & Managing Director, Head of HNW Wealth Management Consulting at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  July 2007 - Present
CIBC Wealth Management   July 2000 - June 2007
Global Strategy   January 2000 - July 2000
Scotiabank  January 1996 - December 1999

Skills
Strategic Financial..., FMA, Certified Financial..., CIM, CSWP, Wealth Management, Wealth Management..., Estate Planning, Financial Planners, Tax, High Net Worth..., Investment Strategies, Retirement Planning, Investment Advisory, Portfolio Management, Mutual Funds, Investments, Financial Advisory, Retirement, Project Management, Business Strategy, Relationship Management, Asset Management, ETFs, Alternative Investments, Wealth, Financial Services, Securities, Investment Management, Equities, Private Banking, Funding, Hedge Funds, Pensions, Financial Markets, Bonds, Options, Capital Markets, Change Management, Financial Planning, Team Leadership

Education
Designations
CPA, CMA, CFP, CIM, CIWM, FCSI, FMA, TEP

Heriot-Watt University
MBA

York University
BA

Sarah McGuire Sarah McGuire Toronto, Canada Area Details
Sarah McGuire's CIBC Wealth Management Experience January 2003 - October 2009
Job Director, Program and Project Delivery at CIBC
Industry Financial Services
Experience
CIBC  July 2014 - Present
CIBC  April 2013 - July 2014
Volunteer/Committee Experience   January 2009 - January 2014
CIBC Wood Gundy  October 2009 - April 2013
CIBC Wealth Management   January 2003 - October 2009
CIBC World Markets  April 2000 - December 2002

Skills
Business Analysis, Risk Management, Program Management, Strategy, MS Project, Project Management, Integration, Management, PMO, Change Management, Leadership, Software Documentation, Project Planning, Training, Portfolio Management

Education
Global Knowledge   2012 — 2013
Project Management

Global Knowledge   2012 — 2012
Six Sigma Green Belt Course

George Washington University Nov 25   2005 — 2005
Masters, Project Management

The George Washington University
Associates Certificate, Project Management

Carleton University   1996 — 2000
Bachelor of Commerce Honours, Finance Major

Francois JMJ Asselin Francois JMJ Asselin Ottawa, Canada Area Details
Francois JMJ Asselin's CIBC Wealth Management Experience September 2004 - January 2007
Job CIBC World Markets
Industry Investment Management
Experience
CIBC World Markets  June 2012 - Present
CIBC Private Wealth Management  December 2007 - June 2012
CIBC Wealth Management   September 2004 - January 2007
CIBC Financial Planning   March 1999 - September 2004

Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Banking, Mutual Funds, Wealth, Retirement Planning, Credit, Asset Managment, Risk Management, Alternative Investments, High Net Worth..., Fixed Income, Investment Advisory, Portfolio Management, Equities, Investment Management, Investment Strategies, Securities, Asset Allocation, Financial Advisory, Bonds, Asset Management, Financial Planners, Wealth Management..., Relationship Management, Retirement, Financial Services, ETFs, Options, Hedge Funds, Financial Markets, Bloomberg, Private Banking, Pensions, Capital Markets

Education
The Society of Trust and Estate Practitioners (STEP)   2014 — 2015
Foundations of estate and trust

CLT International (Wilmington Group /STEP)   2013 — 2014
STEP Advanced Certificate in Family Business Advising, Society of Trust & Estate Practitioners

Carleton University

Sprott School of Business

Theresa Moisan Theresa Moisan Kitchener, Canada Area Details
Theresa Moisan's CIBC Wealth Management Experience 1997 - 2001
Job Director of Finance and Administration at Family and Children's Services of Guelph and Wellington County
Industry Accounting
Experience
Family and Children's Services of Guelph and Wellington County   July 2013 - Present
Ernst & Young  2011 - June 2013
Ernst & Young  2009 - 2011
Ernst & Young  2006 - 2009
Ernst & Young  2004 - 2006
Ernst & Young  2002 - 2004
CIBC Wealth Management   1997 - 2001

Skills
Accounting, Leadership, Internal Controls, Risk Management, Fund Accounting, Income Tax, Corporate Tax, Financial Audits, Financial Statement..., Sarbanes-Oxley, Training Delivery, Manage Client..., Business Process..., Government Reports, Legislation

Education
Lakehead University
Bachelor of Arts (B.A.), Mathematics

Lakehead University
Bachelor of Education (B.Ed.), Intermediate / Senior Specialization

Carol Persaud Carol Persaud Toronto, Canada Area Details
Carol Persaud's CIBC Wealth Management Experience March 2001 - December 2008
Job Manager, Registrations at RBC
Industry Banking
Experience
RBC  August 2009 - Present
RBC Dominion Securities  2009 - Present
CIBC Wealth Management   March 2001 - December 2008

Education
Ryerson University   2003 — 2009
Certificate, Business Management I Certificate

Andrews University

Mahadeva Gnanam Mahadeva Gnanam Toronto, Canada Area Details
Mahadeva Gnanam's CIBC Wealth Management Experience January 2005 - June 2006
Job iSeries Technical Lead at IBM Canada Ltd.
Industry Information Technology and Services
Experience
IBM Canada Ltd.  August 2009 - Present
Rogers Communications Inc.  July 2006 - July 2009
CIBC Wealth Management   January 2005 - June 2006
Kraft Foods  February 2002 - June 2005
BCE Emergis  November 2000 - December 2004
Black's Photography  January 2000 - November 2000
SPRINT Canada  January 1996 - November 1999

Skills
I5, AS400, RS/6000, pSeries, Incident Analysis, Security Information, High Availability, Ultrix, SunOS, Solaris Volume Manager, Risk Analysis, Incident Management, CMDB, Disaster Recovery, Dasd, Security, Network Security, Network Administration, Server Administration, BRMS, BMC Remedy, iSeries, IBM iSeries, Information Security, Data Center, ITIL, Unix, Operating Systems, Technical Support, Information Technology, SDLC, Incident Handling, AIX, DB2

Education
Centennial College   1996 — 1999
Computer and Communication Networking

Patricia Hewton-Yates Patricia Hewton-Yates Toronto, Canada Area Details
Patricia Hewton-Yates's CIBC Wealth Management Experience 1994 - 1999
Job Senior Project Manager at L&T Infotech
Industry Information Technology and Services
Experience
L&T Infotech  July 2013 - Present
Durham College  March 2013 - July 2013
Durham College  January 2011 - March 2012
IFDS  2001 - 2009
Heritage Education Funds   2001 - 2002
COGNICASE ONTARIO INC.   1999 - 2001
CIBC Wealth Management   1994 - 1999
Franklin Templeton Investments  1986 - 1994

Skills
Business Analysis, Clarity, PMO, Change Management, Business Process..., Project Management, PMP, Data Conversion, New Client..., Mutual Funds, SDLC, Vendor Management, Program Management, Governance, Leadership, Business Process, Business Requirements, Financial Services, Requirements Gathering, Resource Management, Management, Software Project..., IT Strategy, Requirements Analysis, Project Delivery

Education
Project Management Institute   2010 — 2010
PMP

Ryerson University   1989 — 1992
Certificate in Office and Information Systems, Business and Information Systems

Canadian Securities Institute   1988 — 1989
Canadian Securities Course and Canadian Investment Finance Part I

Simran Anand Simran Anand Toronto, Canada Area Details
Simran Anand's CIBC Wealth Management Experience July 2006 - August 2007
Job Senior Account Manager at SNAP Financial Corp
Industry Banking
Experience
SNAP Financial Corp   March 2015 - Present
FIRST Insurance Funding of Canada   July 2012 - March 2015
B2B Trust  December 2011 - June 2012
Uni-Select Inc.  December 2010 - December 2011
BMO  December 2008 - December 2010
CIBC Wealth Management   July 2006 - August 2007

Skills
Building Relationships, Public Relations, Credit Analysis, Risk Management, Credit Administration, Investment Banking, Financial Institutions, Advanced Excel Skills, SAP, Bilingual, Loans, Banking, Cash Flow, Outlook, Credibility, Adaptability, Customer Service, Bilingual English-French, Intelligence, Credit, Financial Services, Mutual Funds, Mortgage Lending, Portfolio Management, Microsoft Excel, Relationship Building, Management, Insurance, Commercial Insurance

Education
Concordia University   2006 — 2010
Bcomm, Finance and Minor in Management

CEGEP - John Abbott College

Philippa Naysmith Philippa Naysmith Toronto, Canada Area Details
Philippa Naysmith's CIBC Wealth Management Experience May 2014 - August 2014
Job Wealth Management Product Operations Analyst
Industry Financial Services
Experience
BMO Financial Group  2015 - Present
Prep101  September 2014 - May 2015
CIBC Wealth Management   May 2014 - August 2014

Education
McGill University   2011 — 2015
Bachelor of Arts (B.A.)

Ian Munro Ian Munro Calgary, Canada Area Details
Ian Munro's CIBC Wealth Management Experience January 2009 - December 2010
Job Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
R&R Investment Partners: CIBC Wood Gundy   October 2013 - Present
R&R Investment Partners: CIBC Wood Gundy   March 2012 - Present
CIBC Wood Gundy  November 2010 - March 2012
CIBC Wealth Management   January 2009 - December 2010

Skills
Wealth Management, Portfolio Management, Investment Management, Investment Advisory, Financial Markets, Investments, Estate Planning, Finance, ETFs, Retirement Planning, Asset Allocation, Equities, Mutual Funds, Asset Management, Investment Strategies

Education
Capilano University

Caitlin Nagle Caitlin Nagle Toronto, Canada Area Details
Caitlin Nagle's CIBC Wealth Management Experience May 2007 - August 2009
Job Manager, EventBased Marketing at BMO Financial Group
Industry Marketing and Advertising
Experience
BMO Financial Group  August 2014 - Present
MacLaren McCann - Momentum   April 2013 - August 2014
BMO Financial Group  January 2010 - April 2013
CIBC Wealth Management   May 2007 - August 2009
Dalhousie University  September 2006 - May 2007

Skills
Event Planning, Project Management, Event Management, Marketing Communications

Education
George Brown College   2009 — 2010
Sport and Event Marketing

Dalhousie University   2003 — 2007
Bachelor of Management

Canadian Securities Institute
Canadian Securities Course

Denise Blinn Denise Blinn Toronto, Canada Area Details
Denise Blinn's CIBC Wealth Management Experience June 2013 - Present
Job Operations Manager, Contact Center
Industry Banking
Experience
CIBC Wealth Management   June 2013 - Present
CIBC Wealth Management   March 2011 - May 2013
Air Canada  2006 - 2008
Aeroplan  2003 - 2006
Air Canada Jazz  March 2002 - June 2003
Air Canada Jazz  August 2000 - March 2002

Education
McGill University   2004 — 2008
Bachelor of Commerce, Managment

Steven Zanolin B.A., D.E.S.S., Pl Fin. Steven Zanolin B.A., D.E.S.S., Pl Fin. Montreal, Canada Area Details
Steven Zanolin B.A., D.E.S.S., Pl Fin.'s CIBC Wealth Management Experience May 1997 - October 1999
Job Product Manager Investment Solutions Desjardins Wealth Management
Industry Financial Services
Experience
Desjardins Group  October 2000 - Present
CIBC Wealth Management   May 1997 - October 1999
National Bank of Canada  February 1991 - April 1997

Skills
Product Management, Project Management, Business Development, Web Analytics, Market Analysis, Financial Services, Management Consulting, Wealth Management, Investments, Financial Planning, Mutual Funds

Education
McGill University   1982 — 1987
BA & Graduate Diploma, Economics and Management

Champlain College Lennoxville

Father McDonald High School

Father McDonald High School

Father McDonald High School

Domenic Basciano Domenic Basciano Toronto, Canada Area Details
Domenic Basciano's CIBC Wealth Management Experience November 2011 - January 2015
Job Senior Financial Advisor at CIBC Wealth Management
Industry Investment Management
Experience
CIBC Wealth Management   November 2011 - January 2015
CIBC  October 2006 - November 2011
BNN  June 2006 - September 2006

Skills
Financial Analysis, Strategic Financial..., Banking, Risk Management, Public Speaking, Sales, Financial Planning, Microsoft Office, Strategic Planning, Research, Financial Modeling, Business Strategy, Marketing Strategy, Due Diligence, Mutual Funds, Investments, Finance, Financial Services, Options, FX Trading, Bonds, Principal Investments, Equities, Futures Trading, Portfolio Management, Management, Capital Markets, Investment Management, Fixed Income, Asset Allocation, Alternative Investments, Investment Banking

Education
Chartered Alternative Investment Analyst/Investment Management Consultants Association
Fundamentals of Alternative Investments

CSI Global   2011 — 2011
CPH, Conducts & Practices Handbook Course

CSI Global   2010 — 2010
CSC, Canadian Securities Course

Institute of Canadian Bankers, ICB/CSI   2009 — 2009
IFIC, Investment Funds in Canada

Laurentian University/Université Laurentienne   2002 — 2006
Bachelor of Political Science, Political Science and Economics

Nazar Bylen Nazar Bylen Toronto, Canada Area Details
Nazar Bylen's CIBC Wealth Management Experience 2012 - 2013
Job Senior Account Manager Business & Personal at RBC
Industry Financial Services
Experience
RBC  July 2014 - Present
CIBC Wealth Management   2012 - 2013

Skills
Sales, Small Business, Financial Analysis, Auditing, Accounting, Credit Analysis, Credit, Financial Accounting, Strategic Financial..., Banking, Investments, Problem Solving, PowerPoint, Microsoft Excel, Business Development, Customer Service, Compliance, Competitive Analysis, Financial Audits, Investment Advisory, Investment Strategies, New Business Development, Internal Audit, Market Research, Report Writing, Internal Controls, Finance, Team Leadership, Risk Management, Economic Research, Business Planning, Forecasting, Teamwork, Credit Risk, Entrepreneurship, Management Consulting, Investment Banking, Business Analysis, Economics, Account Reconciliation, Insurance, Time Management, Portfolio Management, Tax, Cash Management, Management, Leadership, Financial Modeling, Business Strategy, Relationship Management

Education
Financial Planning Standards Council   2013 — 2015
Certified Financial Planner (CFP) Level I & II, Financial Planning and Services

Ryerson University   2005 — 2009
BCOMM, Finance

Canadian Securities Institute
CSC, CPH, WME, DFC, Investments and Securities

Humber College   2002 — 2005
Business Administration, Finance

William Pryzdial William Pryzdial Toronto, Canada Area Details
William Pryzdial's CIBC Wealth Management Experience 1999 - 2003
Job Investment / Sales Consultant (Wholesaler)
Industry Investment Management
Experience
Great-West Life  February 2013 - Present
CIBC Private Wealth Management  2006 - 2012
RBC  2003 - 2006
CIBC Wealth Management   1999 - 2003
Edward Jones  1995 - 1999

Skills
Registered Retirement..., Canadian Insurance..., Certified Financial..., Professional Financial..., Canadian Securities..., Conduct and Practices, Presentations, Mentoring, Strategic Financial..., Estate Planning, Investments, Objection Handling, Multi Tasking, Leadership, Banking, Fixed Income, Mutual Funds, Portfolio Management, Retirement

Education
McMaster University
Master of Business Administration (MBA), Marketing

University of Toronto
Bachelor of Applied Science (B.A.Sc.), Molecular Genetics

Angie Choi Angie Choi Montreal, Canada Area Details
Angie Choi's CIBC Wealth Management Experience September 2011 - 2013
Job Candidate for the CGA, CPA profession
Industry Accounting
Experience
Undisclosed  January 2014 - Present
CIBC Wealth Management   September 2011 - 2013

Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Business Analysis, Auditing, Microsoft Excel, Business Strategy, Marketing, Microsoft Word, New Business Development, Negotiation, Microsoft Office, Customer Service, Teamwork, French, Investment Strategies, Retirement, Financial Services, Mutual Funds

Education
McGill University   2013 — 2014
Graduate Program in Professional Practice. (PPP), Accounting

McGill University   2011 — 2013
Certificate in Accounting, Accounting

Concordia University   2004 — 2008
Bachelor of Commerce (B.Com.), Marketing

Marianopolis College   2002 — 2004

Patricia Thompson Patricia Thompson Toronto, Canada Area Details
Patricia Thompson's CIBC Wealth Management Experience January 1996 - December 1998
Job
Industry Fund-Raising
Experience
Desjardins General Insurance Group  April 2013 - Present
SickKids Foundation  September 2011 - January 2013
Independant Event Planning Services   September 2008 - September 2011
International Academy of Design and Technology  August 2002 - May 2008
One of a Kind Show & Sale   June 2001 - August 2002
CIBC Wealth Management   January 1996 - December 1998

Skills
Fundraising, Event Management, Public Relations, Event Planning, Sponsorship, Program Management, Public Speaking, Direct Marketing, Strategic Planning, Relationship Marketing, Employee Training, Stewardship, Expense Budget..., Social Networking, Training, Corporate Sponsorships, Prospecting & New..., Key Account Management, Sales Presentations, Direct Sales, Property & Casualty..., Investment Brokerage, Group Insurance, Customer Acquisition, Customer Experience...

Education
Ryerson University   2014 — 2016
Certificate, Marketing

Ryerson University   2008 — 2010
Certificate, Fundraising

College Inter-Dec, Montreal   1998 — 2000
Diploma, Event Marketing and Commercial Design

Sheridan College   1995 — 1996
Certificate, Conversational French

Christopher Kaczur Christopher Kaczur Toronto, Canada Area Details
Christopher Kaczur's CIBC Wealth Management Experience January 1994 - March 2000
Job Portfolio Manager / Investment Advisor at IA Securities
Industry Investment Management
Experience
IA Securites   January 2002 - Present
Retirement Council of Canada,   March 2000 - December 2001
CIBC Wealth Management   January 1994 - March 2000

Skills
Investments, Portfolio Management, Securities, Insurance, Retirement, Financial Planners, Small Business, Wealth Management, Mutual Funds, Retirement Planning, Strategic Financial..., Endowments, Charitable Gift Planning, Investment Strategies, Mergers, Asset Managment, Investment Advisory, Asset Management, Loans, Investment Management, Trading, Wealth, Equities, Estate Planning, Wealth Management..., Fixed Income, Asset Allocation, Financial Advisory, Financial Services, Financial Planning

Education
McMaster University   1988 — 1992

Gareth Daniel Gareth Daniel Toronto, Canada Area Details
Gareth Daniel's CIBC Wealth Management Experience December 2000 - January 2004
Job Regional Sales Manager Investment Products at Assumption Life
Industry Financial Services
Experience
B2B Bank  October 2010 - September 2014
B2B Bank  July 2005 - September 2010
Laurentian Bank  June 2004 - June 2005
CIBC Wealth Management   December 2000 - January 2004
CIBC Asset Management  May 1999 - December 2000

Skills
Financial Services, Investments, Mutual Funds, Wealth Management, Retirement Planning, Banking, Financial Advisory, Securities, Finance, Management, Portfolio Management, Insurance, Leadership, Relationship Management, Mortgage Lending, Risk Management, Asset Management, Credit, Investment Advisory, Investment Strategies, Team Management, Loans, Sales, Equities, Strategic Financial..., Strategy, Marketing, Business Development, Product Development, Customer Satisfaction, Customer Service, Training, Project Planning, B2B, Human Resources, Marketing Strategy, Financial Planning

Education
Canadian Securities Institute
CSC, CPH, PFP, DFC - LLQP 1 & 2

George Brown College
Marketing Diploma, Automotive Marketing

Northwood University
Bachelor's Degree, Bachelor of Business Administration

Reet Kaur, PMP Reet Kaur, PMP Portland, Oregon Area Details
Reet Kaur, PMP's CIBC Wealth Management Experience December 1999 - August 2003
Job Nike
Industry Information Technology and Services
Experience
Nike  July 2013 - Present
AECOM  December 2010 - June 2013
Fidelity Investments  December 2009 - December 2010
Formerly Malcolm Pirnie  August 2006 - December 2009
CIBC Wealth Management   December 1999 - August 2003

Skills
Cognos, Project Management, TM1, Requirements Gathering, Business Process, ETL, Program Management, Strategic Financial..., Essbase, Access, Cognos TM1, OLAP, Change Management, Hyperion Enterprise, Financial Planning, MS Project, SDLC, Corporate Finance, Corporate Communications, Training & Development, Technical Training, Training Delivery, Technical Presentations, Scrum, Agile Project Management, Cross-functional Team...

Education
University of Waterloo   2003 — 2006
Master of Science (M.Sc.), Engineering, 3.8

Punjab Technical University   1996 — 2000
Bachelor of Engineering (B.E), Engineering

Kim Finestone Kim Finestone Greater Los Angeles Area Details
Kim Finestone's CIBC Wealth Management Experience 1998 - 1998
Job Owner, Realty Consultant Group
Industry Real Estate
Experience
Realty Consultant Group   June 2005 - Present
Prudential John Arroe   March 2002 - May 2005
CIBC Wealth Management   1998 - 1998
Writers & Artists Agency  1997 - 1998
Howarth & Smith  1996 - 1996
Leland Stark   1994 - 1994

Skills
Real Estate Transactions, Contract Negotiation, Property, Residential Homes, Foreclosures, Estate Planning, Appeals, Real Estate Development, Listings, Legal Writing, Real Estate, Real Estate Economics

Education
Pepperdine University School of Law   1992 — 1995
Juris Doctorate, Real Estate

University of Arizona   1989 — 1992
BA, Political Science

Marc-Olivier Heredia Marc-Olivier Heredia Montreal, Canada Area Details
Marc-Olivier Heredia's CIBC Wealth Management Experience April 2014 - March 2015
Job MNP LTD
Industry Financial Services
Experience
MNP LTD   May 2015 - Present
CIBC Wealth Management   April 2014 - March 2015
CN  May 2013 - September 2013
SMS Rents   May 2012 - August 2012

Skills
Accounts Payable, SAP, Customer Service, Accounts Receivable, Purchase Management

Education
HEC Montréal   2010 — 2013
Bachelor of Commerce (B.Com.), Accounting

EM Strasbourg Business School   2012 — 2012
International Exchange Program

Jeff Schweitzer Jeff Schweitzer Toronto, Canada Area Details
Jeff Schweitzer's CIBC Wealth Management Experience March 2004 - January 2010
Job Business Development Manager GTA West
Industry Financial Services
Experience
CIBC Mortgages  January 2010 - Present
CIBC Wealth Management   March 2004 - January 2010
TD Canada Trust  January 2001 - March 2004
Future Shop  1999 - 2000

Education
Mohawk College   1995 — 1997
Business

Mario Bianchi Vivern Mario Bianchi Vivern Toronto, Canada Area Details
Mario Bianchi Vivern's CIBC Wealth Management Experience May 2009 - August 2009
Job Intermediate Application Developer at DAC Group
Industry Information Technology and Services
Experience
DAC Group  July 2014 - Present
Advantage International  June 2010 - June 2014
CIBC Wealth Management   May 2009 - August 2009
CIBC Wealth Management   September 2008 - January 2009
JPMorgan Chase  September 2008 - January 2009

Skills
ASP.NET, Databases, SharePoint, SQL, QlikView, C#, Unix, Confirmit, Data Warehousing, Microsoft SQL Server, PostgreSQL, Unix Shell Scripting, WCF Services, Salesforce.com, Windows Azure, Oracle SQL, DB2, VBScript, Quality Assurance, XML, ASP, Django, Visual Studio, Business Intelligence, MySQL, .NET, JavaScript, HTML, T-SQL, Programming, Python

Education
Centennial College   2006 — 2009
Computer Programmer/Analyst

Jill Curl Jill Curl Toronto, Canada Area Details
Jill Curl's CIBC Wealth Management Experience 1995 - 1999
Job President at BJC Management Consulting Inc
Industry Insurance
Experience
BJC Management Consulting Inc   March 2013 - Present
Aviva Canada  November 2005 - March 2013
CIBC World Markets  2003 - 2005
RBC  2001 - 2002
Curl Consulting Incorporated   1999 - 2001
CIBC Wealth Management   1995 - 1999
London Life  1988 - 1995
Bell Canada  1984 - 1988

Skills
Program Management, Organizational Change, Business Process..., Adult Education, Business Relationship..., People Management, ITIL, IT Strategy, Banking, General Insurance, Life Insurance, Program Delivery, Change Management, Management, Programme Delivery, Leadership, Enterprise Architecture, Business Transformation, Business Process, Strategy, Business Analysis, Service Delivery, Business Intelligence, Vendor Management, SDLC, Project Management, Product Management, Project Portfolio..., Business Requirements, Agile Methodologies, Requirements Gathering, PMO, Business Process..., Governance, IT Management, Project Delivery

Education
University of Toronto - Rotman School of Management   2001 — 2001
•Advanced Program in Managing Strategic Change, Organizational Change Management

University of Toronto - Ontario Institute for Studies in Education   1995 — 1995
•Adult Training and Development Certificate, Adult Education

Western University   1992 — 1995
•Bachelor of Social Science, Socioligy & Pyschology

Ryerson University   1985 — 1986
Marketing Management Certificate, Marketing

Centennial College   1979 — 1983
•Business Administration Diploma, Computer Science

Ola Vogli Ola Vogli Toronto, Canada Area Details
Ola Vogli's CIBC Wealth Management Experience January 2006 - November 2009
Job CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy  November 2012 - Present
CIBC Wood Gundy  October 2011 - October 2012
CIBC  November 2009 - November 2011
CIBC Wealth Management   January 2006 - November 2009

Skills
Analysis, Interpersonal Skill, Learning Quickly, Analytic Thinking, Project Management, Investments, Portfolio Management, Mutual Funds, Equities, Banking, Fixed Income, Financial Advisory, Wealth Management, Capital Markets

Education
University of Toronto   2011 — 2014
Passing the Chartered Financial Analyst (CFA®) Exam

Canadian Securities Institute   2007 — 2008
Options Licensing Course (OLC)

Canadian Securities Institute   2006 — 2007
Canadian Securities Course

Canadian Securities Institute   2006 — 2007
Derivatives Fundamentals Course (DFC)

George Brown College   2004 — 2007
Financial Planning Diploma

Jeff Goldstein Jeff Goldstein Greater Los Angeles Area Details
Jeff Goldstein's CIBC Wealth Management Experience September 2001 - March 2002
Job Vice President of Sales at SeePoint Technology
Industry Computer Hardware
Experience
SeePoint Technology   March 2002 - Present
CIBC Wealth Management   September 2001 - March 2002
JB Oxford and Company   March 1995 - September 2001

Skills
Salesforce.com, Start-ups, Sales Operations, Lead Generation, Cloud Computing, Customer Acquisition, Executive Management, International Sales, Product Development, B2B, Digital Signage, Marketing Strategy, Business Planning, Strategic Partnerships, Marketing, Product Marketing, Product Management, Solution Selling, Sales Process, Channel Partners, E-commerce, P&L Management

Education
Emory University   1990 — 1994
BA, Political Science

Miraleste High School   1986 — 1990

Laura Ross Laura Ross Toronto, Canada Area Details
Laura Ross's CIBC Wealth Management Experience 1995 - 2000
Job Consultant at L Ross Consulting
Industry Investment Management
Experience
L Ross Consulting   August 2012 - Present
MacNicol & Associates Asset Management   September 2001 - August 2012
CIBC Wealth Management   1995 - 2000
CIBC World Markets  1990 - 1995
Coldwell Banker Real Estate  1988 - 1988
BMO Nesbitt Burns  1985 - 1987
BMO Nesbitt Burns  1985 - 1987

Skills
Investments, Risk Management, Wealth Management, Equities, Wealth Management..., Asset Managment, Investment Management, Portfolio Management, High Net Worth..., Mergers, Real Estate Private..., Fund Of Funds, Financial Analysis

Education
University of Michigan - Stephen M. Ross School of Business   1987 — 1989
MBA, Finance and Real Estate

Huron University College   1982 — 1985
BA - Admin Studies, Finance

Neuchatel Junior College   1981 — 1982
Grade 13, High School/Secondary Diplomas and Certificates

Stephen Leacock Collegiate Institute   1978 — 1982
Grade 13 Diploma

Marco Cesario Marco Cesario Ottawa, Canada Area Details
Marco Cesario's CIBC Wealth Management Experience October 2006 - February 2008
Job at
Industry Financial Services
Experience
Edward Jones Investments  June 2010 - Present
McAuley Financial Services   April 2008 - July 2010
CIBC Wealth Management   October 2006 - February 2008
TD Waterhouse Canada   February 2000 - October 2006

Education
Dalhousie University   1995 — 1999
Bsc.

Vik Datt Vik Datt Toronto, Canada Area Details
Vik Datt's CIBC Wealth Management Experience October 2001 - September 2006
Job MORTGAGE AGENT at Mortgage Alliance
Industry Banking
Experience
Mortgage Alliance  April 2013 - Present
THE MORTGAGE EMPORIUM   November 2012 - March 2013
National Bank of Canada  October 2009 - November 2012
Genworth Financial  October 2006 - October 2009
CIBC Wealth Management   October 2001 - September 2006
Edward Jones  September 1999 - September 2001
Bank of Montreal  June 1998 - September 1999

Skills
Mortgage Lending, Credit, Residential Mortgages, Loans, Commercial Mortgages

Education
McMaster University   1993 — 1998
b.comm, finance, economics

Paul Brodeur, CFP Paul Brodeur, CFP Toronto, Canada Area Details
Paul Brodeur, CFP's CIBC Wealth Management Experience June 2011 - July 2012
Job Vice President Wealth Management at Valley First
Industry Investment Management
Experience
Valley First   January 2015 - Present
Alterna Savings  July 2012 - May 2015
CIBC Wealth Management   June 2011 - July 2012
CIBC  June 2007 - June 2011
CIBC  May 2006 - June 2007
CIBC Financial Planing Inc.   June 2003 - June 2006
CIBC  2001 - 2003
Bank of Nova Scotia  1997 - 2001

Skills
Investments, Banking, Mortgage, Financial Planning, Wealth Management, Coaching, Sales Management, Sales Prospecting, Retail Banking, Retirement Planning, Change Management, Strategic Financial..., Team Management, Mutual Funds, Credit Unions, Business Development, Wealth Management..., Presentations, Mortgage Lending, Financial Analysis, Financial Risk, Investment Advisory, Securities, Credit Analysis, Credit, Estate Planning, Financial Services, Risk Management, Commercial Lending, Finance, High Net Worth..., Investment Management, Strategy, Investment Strategies, Loans, Portfolio Management, Residential Mortgages, Leadership, Consumer Lending, Relationship Management, Commercial Banking, Retirement, Asset Allocation, Credit Risk, Equities, Asset Management, Investment Banking, Fixed Income, Financial Advisory

Education
Wilfrid Laurier University   1994 — 1997
Bachelor of Arts (B.A.), Political Science

McMaster University   1991 — 1994
BA, Ecomonics

Andrew Turnbull Andrew Turnbull Toronto, Canada Area Details
Andrew Turnbull's CIBC Wealth Management Experience May 2011 - Present
Job Managing Director and Head, Strategy & Chief Administrative Officer at CIBC Wealth Management
Industry Financial Services
Experience
CIBC Wealth Management   May 2011 - Present
Oliver Wyman  2001 - May 2011
Goldman Sachs  May 1998 - September 2000

Skills
Business Development, Corporate Development, Acquisition Integration, Risk Management, Finance, Strategy, Management, Business Transformation, Leadership, Change Management, Capital Budgeting, Investment Banking, Banking, Fixed Income, New Business Development, Thought Leadership, Private Equity, Equities, Economics

Education
Queen's University   1997 — 2001
Bachelor of Arts (Honours), Economics

Upper Canada College   1993 — 1997
Ontario Secondary School Diploma

Barbara Kamholtz Foley Barbara Kamholtz Foley Greater Los Angeles Area Details
Barbara Kamholtz Foley's CIBC Wealth Management Experience January 2005 - December 2009
Job
Industry Computer Software
Experience
Sungard  May 2011 - Present
Sungard  April 2010 - April 2011
CIBC Wealth Management   January 2005 - December 2009
SunGard  January 1999 - December 2004
Accruent/Westmark Harris   December 1997 - December 1998
Bear Stearns  April 1995 - October 1997
Credit Suisse First Boston  February 1992 - March 1995
Oppenheimer & Co.   January 1989 - February 1992

Skills
Business Analysis, Requirements Analysis, Software Project...

Education
Loyola Marymount University   1982 — 1987
BA - Business, Accounting

Andrew F. Kost, CFA Andrew F. Kost, CFA Montreal, Canada Area Details
Andrew F. Kost, CFA's CIBC Wealth Management Experience 1990 - 1994
Job Portfolio Manager, MD Private Investment Counsel
Industry Investment Management
Experience
MD Physician Services  March 2013 - Present
Lombard Odier Darier Hentsch & Cie  March 2007 - September 2012
Lombard Odier Darier Hentsch & Cie  February 2004 - March 2007
Lombard Odier  March 2002 - February 2004
HSBC Guyerzeller   1997 - 2002
Credit Commercial de France  1994 - 1997
CIBC Wealth Management   1990 - 1994
HSBC  1989 - 1990

Skills
Hedge Funds, Portfolio Management, Asset Managment, Asset Allocation, Investments, Alternative Investments, Wealth Management, Equities, Financial Markets, Derivatives, Tactical Asset..., Investment Strategies, Asset Management, Mutual Funds, Private Banking

Education
Université de Montréal - HEC Montréal   1984 — 1988
Bachelor of Science (B.Sc.)

Vera Wei Vera Wei Toronto, Canada Area Details
Vera Wei's CIBC Wealth Management Experience November 2010 - Present
Job SQA at CIBC Wealth Management
Industry Financial Services
Experience
CIBC Wealth Management   November 2010 - Present
BMO Financial Group  May 2010 - Present
CIBC Wealth Management   April 2008 - May 2010
AIM Trimark Investments  August 2004 - April 2008
Aimtrimark   2004 - 2008

Education
Yanshan University   1970 — 2000

Yanshan University   1980 — 1994

Yanshan University   1986 — 1990

Ralph Feddema Ralph Feddema Toronto, Canada Area Details
Ralph Feddema's CIBC Wealth Management Experience 1997 - 2000
Job Delivery Program Manager at IBM's Securities Industry Services division (SIS)
Industry Financial Services
Experience
IBM  December 2011 - Present
IFDS  January 2001 - November 2011
Dickson Motors Sales & Leasing   January 2000 - December 2000
CIBC Wealth Management   1997 - 2000
CIBC Wealth Management   1995 - 1997

Skills
Requirements Analysis, PMP, SDLC, Software Project..., Vendor Management, Project Delivery, Banking, PMO, Program Management, ITIL, Integration, Financial Services, Software Development, Project Portfolio..., Disaster Recovery, Business Analysis, Resource Management, Business Requirements, Requirements Gathering, Change Management, Business Process..., Process Improvement, IT Management

Education
Mohawk College   1992 — 1995
Computer Systems Technology, Computer Science

Roshen Irani Roshen Irani Toronto, Canada Area Details
Roshen Irani's CIBC Wealth Management Experience September 2000 - December 2003
Job Senior Compliance Officer at TD Canada Trust
Industry Banking
Experience
TD Canada Trust  June 2011 - Present
CIBC  May 2009 - September 2011
CIBC  January 2004 - May 2009
CIBC Wealth Management   September 2000 - December 2003

Skills
Credit, Banking, Retail Banking

Education
York University - Schulich School of Business   2005 — 2008
MBA

University of Toronto   1995 — 2000
HonBA, International Affairs

Australian Graduate School of Management
MBA Exchange

Ed Stollberg Ed Stollberg Toronto, Canada Area Details
Ed Stollberg's CIBC Wealth Management Experience October 2006 - November 2010
Job IT RSM at RBC Investor Services
Industry Information Technology and Services
Experience
RBC Investor & Treasury Services  June 2015 - Present
RBC Investor & Treasury Services  January 2015 - June 2015
RBC Investor Services  June 2012 - December 2014
RBC Dexia Inc.   November 2010 - April 2012
CIBC Wealth Management   October 2006 - November 2010
RPM  2006 - 2006
Cogent Business Solutions   2005 - 2005
Unisen Inc.  September 2002 - September 2004
Jewelstone Systems   June 1996 - September 2002

Skills
Relationship Management, Mutual Funds, Business Analysis, Financial Services, Business Process..., Risk Management, SDLC, Outsourcing, Analysis, Business Requirements, Integration, Requirements Gathering, IT Strategy, Visio, Banking, Equities, Portfolio Management, Wealth Management, Change Management, New Business Development, Financial Risk, Systems Analysis, Requirements Analysis, Securities, Management, Vendor Management, PMO, Investments, Business Process

Education
The Society of Management Accountants of Canada   2005 — 2008
CMA, Financial and Managerial Accounting

Brock University   1989 — 1994

David Montaldo David Montaldo Toronto, Canada Area Details
David Montaldo's CIBC Wealth Management Experience November 2013 - Present
Job Senior Testing and Technical Service Analyst at CIBC Wealth Management
Industry Information Technology and Services
Experience
CIBC Wealth Management   November 2013 - Present
CIBC  December 2007 - November 2013
CIBC  August 2010 - January 2011
CIBC  June 2006 - December 2010
CIBC  December 2009 - June 2010
B Wyze Solutions   February 2006 - December 2007
York Region (The Regional Municipality of York)   July 1998 - October 2003
Hypertec  June 1997 - July 1998
Ontario Ministry of Government Services  May 1991 - June 1997

Skills
Troubleshooting, Networking, ITIL, Microsoft Exchange, SharePoint, Blackberry Enterprise..., Incident Management, Servers, Project Management, Software Installation, Hardware, SDLC, Windows Server, Infrastructure, Testing, Windows 7, DHCP, SCCM, VMware ESX, Microsoft Technologies, Process Analysis, Network Security, Computer Security, Information Security, Analysis, Unix, IT Project & Program..., IT Risk Management, IT Procurement, Purchasing Negotiation, Supplier Negotiation

Education
McMaster University Centre for Continuing Education   2014 — 2015
Certificate, Information Technology Project Management

McMaster University Center for Continuing Education   2012 — 2014
Advanced Certificate of Completion in Business Analysis, Business Analysis

McMaster University Centre for Continuing Education   2012 — 2013
Associate's Certificate in Business Analysis, Business Analysis

Global Knowledge   2013 — 2013
Microsoft Project 2010

DesTech   2012 — 2012
ITIL Foundation Certicicate

Humber College   1989 — 1992
computer programming co-op, Computer Programming

Pranav Ashar Pranav Ashar Toronto, Canada Area Details
Pranav Ashar's CIBC Wealth Management Experience July 2004 - August 2007
Job Consultant Lead BSA
Industry Information Technology and Services
Experience
TELUS  June 2013 - Present
IBM Canada Ltd.  August 2012 - May 2013
Blackberry  February 2010 - February 2012
CIBC Wealth Management, TierOne   September 2007 - February 2010
CIBC Wealth Management   July 2004 - August 2007
TierOne  September 2003 - June 2004

Skills
Quality Assurance, QTP, Java, Quality Center, Test Strategy, Software Quality..., Agile, Test Management, Test Automation, Test Planning, User Acceptance Testing, Defect Tracking, Testing, Agile Methodologies, SDLC, Test Cases, System Testing, Regression Testing, Waterfall, Business Requirements, Visio, Software Project..., Requirements Gathering, Requirements Analysis, Integration Testing, Agile Project Management, CMMI, Manual Testing, Integration, Scrum, Systems Analysis, PMP, Performance Testing, DB2, Resource Management, Data Warehousing, Oracle, HP Quality Center

Education
Bearing Point Inc.   2008 — 2008
Enterprise Testing Methodology

Humber College   2003 — 2003
System Administration, Sun Solaris - Part II

Boston's Software Institute   2000 — 2000
Certificate, Java 2.0 and Oracle 8i

RAIT's College of Engineering   1985 — 1989
Bachelor of Engineering, Electronics

Nancy Alcantara Arellano Nancy Alcantara Arellano Toronto, Canada Area Details
Nancy Alcantara Arellano's CIBC Wealth Management Experience 2009 - 2015
Job IT Senior Manager, Actively Looking for Opportunities
Industry Information Technology and Services
Experience
CIBC Wealth Management   2009 - 2015
CIBC  2002 - 2008
CIBC Securities Inc.  2000 - 2002

Skills
Application Support..., Project Management, Quality Assurance, People Management, Vendor Relationship..., Business Requirements, Management, Business Analysis, Business Process...

Education
IFIC
Investment Funds in Canada

Ryerson University
Project Management Certificate Program

Ryerson University, AICB (Associate of the Institute of Canadian Bankers)

St. Scholastica's College Manila

Gagan Bajwa Gagan Bajwa Toronto, Canada Area Details
Gagan Bajwa's CIBC Wealth Management Experience January 2007 - December 2009
Job Result Oriented Individual
Industry Capital Markets
Experience
CIBC  January 2012 - Present
Self Employed  January 2008 - Present
Richardson GMP Limited  July 2010 - January 2011
CIBC Wealth Management   January 2007 - December 2009

Skills
Securities, Derivatives, Finance, Asset Managment, Risk Management, Equities, Asset Allocation, Investments, Portfolio Management, Bloomberg, Financial Services, Analysis, Options, Financial Advisory, Fixed Income, Trading, Credit, Mutual Funds, Capital Markets, Financial Risk, Investment Advisory, Investment Strategies, Asset Management

Education
Ryerson University   2008 — 2014
Bachelor of Commerce, Major in Global Management and Minor in Finance

CSI   2008 — 2011
Investments and Securities

George Brown College, St James   2005 — 2008
Diploma, Financial Service Management

Dimple Dhawan Dimple Dhawan Toronto, Canada Area Details
Dimple Dhawan's CIBC Wealth Management Experience 2005 - 2005
Job
Industry Computer Software
Experience
The Michener Institute for Applied Health Sciences  December 2014 - August 2015
The Hospital for Sick Children  September 2011 - September 2012
Planet Energy  October 2010 - May 2011
Symcor  2008 - 2009
Symcor  2006 - 2008
CIBC Wealth Management   2005 - 2005
The Hospital for Sick Children  2004 - 2005
Treklogic   2004 - 2004
TLC Originals   2002 - 2004
Stabilia   2002 - 2003

Skills
SDLC, SQL, Business Analysis, Visio, Microsoft SQL Server, Requirements Gathering, Crystal Reports, Access, Databases, Business Requirements, Java, Requirements Analysis, XML, Vendor Management, Agile Methodologies, Oracle, Integration, JavaScript, HTML, Analysis, MySQL, Unix

Education
Herzing College   2013 — 2014
Diploma, Web Design

NLPWorks   2012 — 2013
Neuro Linguistics Programming (NLP) Practitioner

George Brown College   2011 — 2012
Certificate, Life Skills Coaching

University of Toronto Mississauga   1995 — 2001
BSc, Computer Science Specialist in Information Systems

Jeff Turk Jeff Turk Toronto, Canada Area Details
Jeff Turk's CIBC Wealth Management Experience 1998 - 2000
Job Portfolio Manager at Cumberland Private Wealth Management
Industry Investment Management
Experience
Cumberland Private Wealth Management   August 2000 - Present
Cumberland Private Wealth   2000 - Present
CIBC Wealth Management   1998 - 2000
CIBC Wealth Management   1994 - 1998
TD Securities  1986 - 1993

Skills
Wealth Management, Strategic Financial..., Investments, Fixed Income, Retirement Planning, Estate Planning, Asset Managment, Investment Strategies, Investment Advisory, Equities, Asset Management, Financial Advisory, Alternative Investments, Portfolio Management, Mutual Funds, Financial Services, Securities, Strategic Planning, Financial Analysis, Investment Management, Asset Allocation, Capital Markets, Financial Modeling

Education
McMaster University   1976 — 1980
Economics

Julie Camick Julie Camick Toronto, Canada Area Details
Julie Camick's CIBC Wealth Management Experience January 2009 - March 2010
Job PMO Lead RBC myWorkspace Program
Industry Information Technology and Services
Experience
RBC  March 2013 - Present
RBC  May 2012 - March 2013
Rogers Communications  August 2011 - May 2012
CIBC, Infrastructure Business Systems   March 2010 - April 2012
CIBC Wealth Management   January 2009 - March 2010
CIBC Wealth Management Technology  July 2007 - January 2009
GTAA  April 2005 - June 2007
Hydro One - Inergi   February 2006 - April 2006
CIBC World Markets  May 2004 - December 2005
CIBC World Markets  July 2003 - April 2004

Skills
SDLC, Requirements Gathering, PMO, Vendor Management, Quality Assurance, Business Requirements, PMP, Software Project..., Project Portfolio..., Project Delivery, Management, IT Strategy, Integration, Requirements Analysis, Resource Management, Software Documentation, Team Leadership, User Acceptance Testing

Education
Niagara College
Diploma, Computer Programming

Vladan Panic Vladan Panic Toronto, Canada Area Details
Vladan Panic's CIBC Wealth Management Experience May 2006 - September 2010
Job Manager at RBC Investor & Treasury Services
Industry Financial Services
Experience
RBC Investor & Treasury Services  September 2010 - Present
CIBC Wealth Management   May 2006 - September 2010
Citi  November 2001 - May 2006

Skills
Business Analysis, Testing, User Acceptance Testing, Equities, Test Planning, SDLC, Business Process..., Business Requirements, Corporate Finance, Analysis, Mutual Funds, Test Cases, Team Leadership, Integration, Product Development, Asset Management, Business Strategy, Change Management, Strategic Planning, Requirements Analysis, Systems Analysis, Fixed Income, Visio, Investments, Project Management, SQL, Risk Management, PMO, PMP, Software Project..., Financial Markets, Financial Analysis, ITIL, Project Portfolio..., Project Delivery, Alternative Investments, Hedge Funds, Financial Services, Credit Risk, Capital Markets, Banking, Vendor Management, Requirements Gathering, Process Improvement, Securities, Wealth Management, Back Office, Relationship Management, Derivatives, Business Process

Education
Univerzitet u Nišu   1994 — 1999
Economics

Ritesh Jagtiani Ritesh Jagtiani Toronto, Canada Area Details
Ritesh Jagtiani's CIBC Wealth Management Experience August 2015 - Present
Job Senior Manager at CIBC
Industry Financial Services
Experience
CIBC Wealth Management   August 2015 - Present
CIBC Wealth Management   February 2011 - August 2015
CIBC Wood Gundy  January 2010 - February 2011
CIBC Wealth Management   January 2007 - January 2010

Skills
SDLC, Banking, Business Analysis, Risk Management, Business Process..., Business Requirements, CRM, MS Project, Process Improvement, Analysis, Change Management, Requirements Gathering, Team Leadership, ITIL, IT Management, Access, Vendor Management, Business Strategy, PMO, Project Portfolio..., Requirements Analysis, IT Strategy, Visio, Project Delivery, Managerial Skills, PMP, Business Relationship..., User Acceptance Testing

Education
George Brown College   2006 — 2007
Post Graduate Diploma Certificate, Financial Services Marketing

George Brown College   2004 — 2005
Post Graduate Diploma Certificate, Business Management

University of Mumbai   2000 — 2003
Bachelors of Commerce, Business and Marketing

Jai Hind College   1998 — 2000
Grade 11 and 12, Commerce

Campion School, Mumbai   1988 — 1998
School, Grade 1 to 10

Michael Maidanik Michael Maidanik Toronto, Canada Area Details
Michael Maidanik's CIBC Wealth Management Experience September 2003 - January 2006
Job Senior QA Analyst at ADP
Industry Computer Software
Experience
ADP  January 2014 - October 2015
Scotiabank  December 2012 - December 2013
BMO Capital Markets  May 2012 - September 2012
Scotiabank  July 2011 - February 2012
TRADER Corporation  May 2010 - July 2011
Belair Direct Insurance (Intact Financial Corporation)   September 2009 - May 2010
Aviva Canada  March 2008 - December 2008
CIBC  August 2006 - September 2007
TD  January 2006 - August 2006
CIBC Wealth Management   September 2003 - January 2006

Skills
Test Cases, Software Quality..., Regression Testing, Requirements Analysis, SDLC, Test Planning, User Acceptance Testing, SQL, Agile Methodologies, Quality Center, Test Strategy, System Testing, Defect Tracking, Testing, Test Management, Requirements Gathering, Java, XML, Test Automation, QTP, Waterfall, HP Quality Center, Integration Testing, Business Requirements, .NET, Manual Testing, Performance Testing, LoadRunner, Scrum, HP QTP, JIRA, Agile Testing, Test Execution, Test Estimation, Systems Analysis, Unix, Load Testing, Selenium WebDriver, iMacros, Selenium

Education
Kirovohrad National Technical University   1990 — 1995

Keith Sjogren Keith Sjogren Toronto, Canada Area Details
Keith Sjogren's CIBC Wealth Management Experience 1994 - 1995
Job Senior Consultant and Managing Director, Consulting at Investor Economics Inc.
Industry Financial Services
Experience
Investor Economics Inc.   Director, Research and Advisory servicesInvestor Economics Inc.January 2006 - February 2012
Taddingstone Consulting   July 1998 - December 2005
CIBC Wealth Management   1994 - 1995
CIBC  1986 - 1995

Skills
Wealth Management, Securities, Financial Services, High Net Worth..., Private Banking, Strategy, Investments, Mutual Funds, Investment Strategies, Portfolio Management, Investment Advisory, Asset Managment, Investment Management, Strategic Financial..., Equities, Financial Advisory, Alternative Investments, Asset Management, Banking, Risk Management, Management, Relationship Management, Due Diligence, Mergers & Acquisitions, Asset Allocation, Analysis, Finance, Retirement Planning

Education
Carleton University   1968 — 1971
BA Political Science

University of Toronto
Fellow of the Institute of Canadian Banking

Tharma Tharmaratnam Tharma Tharmaratnam Toronto, Canada Area Details
Tharma Tharmaratnam's CIBC Wealth Management Experience June 2006 - October 2007
Job Senior System QA/Testing Consultant at MTCU
Industry Information Technology and Services
Experience
Ontario Ministry of Training Colleges & Universities   April 2013 - Present
Ontario Ministry of Citizenship & Immigration)   April 2012 - Present
MTCU (Ontario Ministry of Training Colleges and Universities)   April 2008 - March 2012
Ministry of Citezenship & Immigration   2012 - 2012
Symcor  October 2007 - April 2008
CIBC Wealth Management   June 2006 - October 2007
TD Canada Trust Bank   2005 - 2006
Sunlife Financial  September 2002 - December 2003
EDS Canada  1998 - 2000
EDS Canada  1998 - 2000

Skills
Testing, User Acceptance Testing, Quality Assurance, Retail, Test Director, Quality Center, SDLC, Test Planning, QTP, RUP, Agile, Requirements Analysis, ITIL, DB2, Waterfall, Visio, MS Project, SQL, Unix, Business Analysis, Process Improvement, Banking, Release Management, Integration, Test Management, Software Quality..., UML, Databases, Test Strategy, System Testing

Education
London Metropolitan University

Charles Keenan Charles Keenan Toronto, Canada Area Details
Charles Keenan's CIBC Wealth Management Experience 1997 - 2005
Job Marketing Consultant
Industry Financial Services
Experience
CMK Business Solutions   2011 - Present
MD Management  November 2005 - March 2011
CIBC Wealth Management   1997 - 2005
Union Energy  1997 - 1998
Superior Propane  1992 - 1995
Black Photo Corporation  1986 - 1992

Skills
Marketing Communications, Marketing Strategy, Market Research, Customer Relations, Online Marketing, Promotions, Consumer Insights, Marketing Management, Segmentation, Integrated Marketing, Digital Marketing

Education
Harvard University   2010 — 2011
Environmental Sustainability

The University of Western Ontario - King's University College
HBA

University of Toronto

University of Windsor
MBA

Tom Champion Tom Champion Toronto, Canada Area Details
Tom Champion's CIBC Wealth Management Experience 2005 - 2007
Job Wealth Management Consultant at T D Champion Consulting Inc.
Industry Banking
Experience
T D Champion Consulting Inc.   January 2011 - Present
Channel 500   November 2010 - December 2010
CGI  November 2010 - December 2010
RBC Capital Markets  July 2008 - October 2010
CIBC  2007 - 2008
CIBC Wealth Management   2005 - 2007
CIBC Wealth Management   2000 - 2005
CIBC Wealth Management   1998 - 2000
CIBC Wealth Management   1997 - 1998

Education
Queen's University   1990 — 1992
MBA, Finance

Mount Allison University   1980 — 1984
B. Comm., Marketing

Mireille Mishriky Mireille Mishriky Montreal, Canada Area Details
Mireille Mishriky's CIBC Wealth Management Experience June 2003 - December 2003
Job Manager Customer Relations, Quebec Region, TD Canada Trust at TD
Industry Banking
Experience
TD  May 2014 - Present
TD Bank  May 2009 - Present
TD Bank  January 2007 - May 2009
TD Waterhouse Investor Services  January 2006 - January 2007
TD Canada Trust  December 2004 - January 2006
CIBC Wealth Management   June 2003 - December 2003

Skills
Credit, Retail Banking, Wealth Management, Relationship Management, Banking, Loans, Securities, Mortgage Lending, Strategic Financial..., Mutual Funds, Investment Strategies, Financial Analysis, Investments, Credit Analysis, Commercial Banking, Risk Management, Portfolio Management

Education
Concordia University   1999 — 2002
Bachelor of Arts, double major: Journalism, Political Science

CEGEP - John Abbott College   1997 — 1999
Liberal Arts

college sainte marcelline   1992 — 1997
High School Diploma

Alexander Natsioks Alexander Natsioks Toronto, Canada Area Details
Alexander Natsioks's CIBC Wealth Management Experience May 2010 - September 2011
Job Software Developer, Sr. at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group  July 2014 - Present
Scotiabank  November 2013 - April 2014
BMO NB   August 2012 - October 2013
Cogeco Cable  November 2011 - August 2012
Toyota Motor Manufacturing Canada  February 2011 - November 2011
CIBC Wealth Management   May 2010 - September 2011
Toronto Police Service  September 2009 - May 2010
CTC  December 2008 - May 2009
BMO  2007 - 2008
Toronto Police Service  1999 - 2007

Skills
XML, Visual Basic, VB.NET, ASP.NET, Agile Methodologies, C#, T-SQL, Microsoft SQL Server, IIS, ASP, Web Services, .NET, Oracle, JavaScript, Software Development, SDLC, Databases

Education
CDI College   1998 — 1999
Diploma, Computer Networking

University   1979 — 1986
Master, Engineering

Dharminder Kumar Dharminder Kumar Toronto, Canada Area Details
Dharminder Kumar's CIBC Wealth Management Experience May 2010 - September 2010
Job Senior Consultant ETL Informatica Oracle PL/SQL Unix Scripting CURAM at MCYS
Industry Information Technology and Services
Experience
MCYS  April 2012 - Present
Ontario Ministry of Education  October 2010 - March 2012
CIBC Wealth Management   May 2010 - September 2010
Bank of Montreal  November 2009 - April 2010
CIBC Wealth Management   April 2009 - September 2009
Rogers  May 2006 - February 2009
CIBC  December 2004 - March 2006
AllStream ITS   October 2002 - November 2004
DMC  October 1997 - September 2002
National Informatics Center  1996 - 1997

Skills
ETL, Informatica, Oracle PL/SQL, Unix Shell Scripting, Intermedite Oracle DBA, PL/SQL, Erwin, Data Warehousing, ETL work on CURAM as..., Data Modeling

Education
Guru Nanak Dev University   1990 — 1993
MCA, Computer Applications

Guru Nanak Dev University   1987 — 1989
MSc, Mathematics

Judy Chapesky Judy Chapesky Ottawa, Canada Area Details
Judy Chapesky's CIBC Wealth Management Experience Member Service AssociateAlterna SavingsMay 2001 - July 2004
Job Financial Advisor at CIBC Wealth Management
Industry Financial Services
Experience
CIBC Wealth Management   Member Service AssociateAlterna SavingsMay 2001 - July 2004

Education
Algonquin College of Applied Arts and Technology   1996 — 1997
CSC, Financial

Bonnie Wan Bonnie Wan Toronto, Canada Area Details
Bonnie Wan's CIBC Wealth Management Experience February 2014 - Present
Job Technical Specialist at CIBC
Industry Information Technology and Services
Experience
CIBC Wealth Management   February 2014 - Present
CIBC Wealth Management   December 2011 - January 2014
IBM  September 2007 - December 2011
Bank of Montreal  July 2006 - June 2007

Skills
SDLC, Business Analysis, Testing, Requirements Analysis, Systems Analysis, Visio, User Acceptance Testing, ETL, Documentation, Business Requirements, Requirements Gathering, DB2, SQL, Agile Methodologies, Business Intelligence, Vendor Management, Project Delivery, Waterfall, Microsoft SQL Server, Software Project..., Functional..., Use Case Analysis, Project Management, Business Process Mapping, Back Office, PMP, SharePoint, Data Modeling, Software Documentation, Business Modeling, Data Warehousing, System Architecture, System Requirements, Project Coordination, Business Process, Functional Requirements, Test Management, Test Planning, Change Management, PMO, SOA

Education
Ryerson University
BComm, Information Technology Management

Mehran Samimi Mehran Samimi Toronto, Canada Area Details
Mehran Samimi's CIBC Wealth Management Experience November 2014 - Present
Job Senior Consultant at CIBC
Industry Banking
Experience
CIBC Wealth Management   November 2014 - Present
CIBC  November 2013 - December 2014
CIBC  September 2008 - November 2013

Skills
Business Analysis, Reporting & Analysis, Cognos, Data Warehousing, Data Modeling, Visual Basic, Design MS Access..., SharePoint, Business Intelligence, Access, Data Analysis, Development in..., Analysis, Management, Portfolio Management, Project Management, Risk Management

Education
Ferdowsi University of Mashhad   1986 — 1990
Bachelor of Science (BSc), Civil Engineering

Sébastien Gauthier Sébastien Gauthier Montreal, Canada Area Details
Sébastien Gauthier's CIBC Wealth Management Experience January 2004 - February 2005
Job Conseiller, Vigie et politiques de gestion des risques chez Caisse de dépôt et placement du Québec
Industry Capital Markets
Experience
Caisse de dépôt et placement du Québec   August 2009 - Present
Manulife Financial  February 2009 - May 2011
Manulife Financial  December 2006 - October 2008
CIBC World Markets  February 2005 - December 2006
CIBC Wealth Management   January 2004 - February 2005

Skills
Investments, Risk, Risk Management

Education
   1998 — 2002
MBA, Finance

   1995 — 1998
BAA, Finance

Domenic Pisegna Domenic Pisegna Montreal, Canada Area Details
Domenic Pisegna's CIBC Wealth Management Experience May 2003 - February 2008
Job Manager, Application Maintenance at Fiera Capital Corporation
Industry Information Technology and Services
Experience
Fiera Capital Corporation  April 2012 - Present
Natcan  March 2008 - April 2012
CIBC Wealth Management   May 2003 - February 2008
General Electric Asset Management  November 1999 - May 2003

Skills
IT Management, Order Management Systems, Business Analysis, Data Warehousing, Requirements Analysis, Software Project..., Analysis, Systems Analysis, Business Intelligence, Integration, SQL, SQL Server, Business Process

Education
Concordia University
Bachelor, M.I.S.

Rossana Gaudelli Rossana Gaudelli Montreal, Canada Area Details
Rossana Gaudelli's CIBC Wealth Management Experience March 2003 - February 2007
Job Test Advisor/ Business Analyst
Industry Information Technology and Services
Experience
National Bank of Canada  February 2010 - Present
CIBC  April 2009 - January 2010
CIBC Asset Management  March 2007 - November 2008
CIBC Wealth Management   March 2003 - February 2007
Talvest  2000 - 2003

Skills
Mutual Funds, User Acceptance Testing, Testing, Business Analysis, Banking, Quality Assurance, Fixed Income, Equities, Credit, Analysis, Business Requirements, Financial Services, Requirements Gathering, Agile Methodologies, Business Process, Business Process..., Integration, Requirements Analysis, Risk Management, Visio, SDLC

Education
Concordia University   1980 — 1983
Bachelor, Business Administration

Gjean Montinola Gjean Montinola Toronto, Canada Area Details
Gjean Montinola's CIBC Wealth Management Experience 2009 - Present
Job Sr Financial Analyst at CIBC Retail Accounting and Reporting
Industry Banking
Experience
CIBC Wealth Management   2009 - Present
CIBC  2004 - 2009

Education
Ateneo de Davao University
Bachelor of Business Administration (BBA)

University of the Philippines
Business Administration and Management, General

Laura Beswick Laura Beswick Toronto, Canada Area Details
Laura Beswick's CIBC Wealth Management Experience December 1999 - June 2000
Job Sales Centre Agent at Sunwing Vacations
Industry Leisure, Travel & Tourism
Experience
Sunwing Vacations   September 2012 - Present
Seeking Opportunities  December 2010 - September 2012
IPC Securities Corp  June 2006 - November 2010
HSBC Securities (Canada) Inc   November 2005 - July 2006
Fidelity Investments Canada Ltd.  December 2000 - October 2001
Northern Securities Inc   June 2000 - December 2000
CIBC Wealth Management   December 1999 - June 2000
The Equion Group   May 1996 - December 1999

Skills
Surveillance, Compliance, KYC, AML, Due Diligence, Sales, Travel Planning, Family Vacations, Leisure Travel, Online Travel, Audit, Critical Thinking, Records Management, Policy Analysis, Trading, Exempt Products, Auditing, Financial Regulation, Asset Management, Investment Advisory, Mutual Funds, Risk Management

Education
Canadian Secuities Institute   2005 — 2010
Financial Services

George Brown College   1988 — 1989

Jamie-Irene McGovern Jamie-Irene McGovern Toronto, Canada Area Details
Jamie-Irene McGovern's CIBC Wealth Management Experience December 2006 - April 2007
Job Pension Analyst at Ontario Pension Board
Industry Financial Services
Experience
Ontario Pension Board  November 2012 - Present
Ontario Pension Board  February 2011 - October 2013
Ontario Pension Board  November 2010 - February 2011
National Bank Financial  September 2009 - September 2010
Moneystrat Securities   April 2007 - November 2009
CIBC Wealth Management   December 2006 - April 2007

Skills
Mutual Funds, Socially Responsible..., Investments, Customer Service, Funding, Pensions, Pension Administration, Administration, Financial Services, Banking, Analysis, Strategic Financial..., Employee Benefits, Outlook, Microsoft Office

Education
George Brown College   2011 — 2011
Bookkeeping, 4.0

University of Toronto - University of St. Michael's College   1999 — 2003
Honours B.A., Celtic Studies, Classics

Robert Mehler Robert Mehler Toronto, Canada Area Details
Robert Mehler's CIBC Wealth Management Experience August 2003 - February 2010
Job Senior Manager at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies  May 2015 - Present
SS&C Technologies  June 2011 - April 2015
CIBC  February 2010 - May 2011
CIBC Wealth Management   August 2003 - February 2010
CGI  2001 - 2003
Valadeo Technologies Inc.   2001 - 2001
Kilcoo Camp  1993 - 1995

Skills
Vendor Relations, Procurement, Outsourcing, RFP, Business Analysis, Team Building, Asset Management, Negotiation, Contract Negotiation, Team Leadership, Project Management, Wealth Management, Asset Managment, Management, Management Consulting, Business Development

Education
Queen's University   1994 — 1998
BA, Business German

Trinity College School   1992 — 1994

Crescent School   1988 — 1993

Patrick Flueck Patrick Flueck Toronto, Canada Area Details
Patrick Flueck's CIBC Wealth Management Experience 2013 - February 2015
Job Senior Analyst Regulatory Compliance at CIBC Wealth Management
Industry Financial Services
Experience
CIBC  March 2015 - Present
CIBC Wealth Management   2013 - February 2015
Investment Consulting Service   November 2010 - 2013
CIBC  January 2008 - November 2010

Skills
Portfolio Management, Investments, Mutual Funds, Securities, Wealth Management, Investment Advisory, Banking, Equities, Asset Management, Fixed Income, Risk Management, Investment Strategies

Education
University of Toronto   2002 — 2006
Honours BA, Sociology/Anthropology

McMaster University

Gerry McPeake Gerry McPeake Vancouver, Canada Area Details
Gerry McPeake's CIBC Wealth Management Experience October 1997 - Present
Job Financial Advisor at CIBC Wealth Management
Industry Financial Services
Experience
CIBC Wealth Management   October 1997 - Present
CIBC  1997 - Present
Thompson Valley Savings Credit Union   1994 - 1997
Delta Credit Union   1992 - 1994

Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Advisory, Mortgage Lending, Banking, Residential Mortgages, Retail Banking, Relationship Management, Certified Financial..., Home Equity Lines of...

Education
Kwantlen Polytechnic University   1988 — 1989

Ronel Sandler Ronel Sandler Toronto, Canada Area Details
Ronel Sandler's CIBC Wealth Management Experience November 2010 - Present
Job Senior Private Banking Adviser at CIBC Wealth Management
Industry Banking
Experience
CIBC Wealth Management   November 2010 - Present
HSBC Bank Canada  July 2008 - May 2010
UBS Wealth Management  2007 - 2008

Skills
Wealth Management, Private Banking, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Income, Portfolio Management, Equities, Mutual Funds, Investments, Asset Managment, Bonds, Retirement Planning, Strategic Financial..., Banking

Education
Cass Business School   2004 — 2005
Master, Investment Management

Middlesex University   2003 — 2004
Bachelor's degree, Business Administration and Management, General

Jennifer Bruno Bulatao Jennifer Bruno Bulatao Toronto, Canada Area Details
Jennifer Bruno Bulatao's CIBC Wealth Management Experience January 1999 - January 2003
Job HR Specialist at Plan International Canada
Industry Nonprofit Organization Management
Experience
Plan International Canada  September 2015 - Present
Plan International Canada  May 2013 - August 2015
Plan International Canada  February 2010 - April 2013
Plan International Canada  July 2009 - February 2010
Plan International Canada  November 2008 - June 2009
Town Shoes & The Shoe Company  May 2004 - October 2008
Cornerstone Group of Companies  January 2003 - February 2004
The Running Room  2002 - 2004
CIBC Wealth Management   January 1999 - January 2003
Eclipse Fitness Clubs  May 1998 - August 2000

Skills
Leadership, Training, Recruiting, Customer Service, Research, Microsoft Excel, Administrative..., Outlook, Microsoft Word, Retail Store Management, Program Management, Public Speaking, Event Planning, Nonprofits, Administrative..., Volunteer Management

Education
Ryerson University   1995 — 1999
B.A., Geography

Olena Spektor Olena Spektor Toronto, Canada Area Details
Olena Spektor's CIBC Wealth Management Experience January 2005 - December 2011
Job Senior Test Coordinator at CIBC Wealth Management Technology
Industry Financial Services
Experience
CIBC Wealth Management Technology  March 2014 - Present
CIBC Wealth Management Technology  December 2011 - March 2014
CIBC Wealth Management   January 2005 - December 2011
Global Computing Inc., Toronto, ON   September 2002 - December 2004
Financial Systems Inc.   February 2001 - August 2002
First Ukrainian International Bank  March 1998 - December 1999

Skills
QTP, Quality Center, User Acceptance Testing, Test Cases, Test Planning, Regression Testing, Software Quality..., Test Management, Test Automation, Test Strategy, System Testing, Defect Tracking, Manual Testing, WinRunner, Test Estimation, SDLC, Quality Assurance, Testing, Requirements Gathering, Requirements Analysis, Oracle, System Integration..., Functional Testing, Integration, Test Execution, SQL, Integration Testing, XML, Waterfall, Databases, Performance Testing, DB2, Business Requirements, Bug Tracking, Exploratory Testing, Microsoft SQL Server, Agile Testing, LoadRunner, Web Applications, Test Automation..., Black Box Testing, JIRA, Test Design, Testing Tools, Functional..., Software Testing Life..., Load Testing, Agile Methodologies, Systems Analysis, HP Quality Center

Education
The Centre for Continued Education and CDI Corporate Education Services, Toronto, ON   2005 — 2005
Certificate, Introduction to Business Analysis in the Business Analysis Professional Development Program

Canadian Technology College (CTC)   2004 — 2004
CTC Certificate, The Software Quality Assurance Tester Course

Learning Tree, Toronto, ON   2003 — 2003
System Analysis & Design

Learning Tree, Toronto   2002 — 2002
Software Quality Assurance

Seneca College, Toronto, ON   2001 — 2001
Software Quality Assurance

International Management Institute (IMI), Kyiv, Ukraine   1998 — 1998
IMI Certificate, IT in Business. Strategic Marketing & Computer Business Simulation. Business Software Formal Inspec

Kyiv National Taras Shevchenko University   1990 — 1996
Bachelor of Business Administration (BBA), Linguistics. Bachelor’s Degree

Harbhagwan Sharma Harbhagwan Sharma Toronto, Canada Area Details
Harbhagwan Sharma's CIBC Wealth Management Experience
Job
Industry Financial Services
Experience
CIBC Wealth Management  

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, PowerPoint, English, Budgets, Windows, Accounting, Financial Analysis, Banking, Public Speaking, Analysis, Teamwork, Access

Education
Canadian Securities Institute   2014 — 2014
CSC,CPH and IAT Prog., Canadian Securities Market overview, Conduct and practices and 90 days Training Program

Delhi University
B.COM (HONS), Accounting and Finance

GJU HISSAR INDIA
MASTERS IN MASS COMMUNICATION, Mass Communication/Media Studies

Jay Flora PMP Jay Flora PMP Toronto, Canada Area Details
Jay Flora PMP's CIBC Wealth Management Experience August 1999 - February 2004
Job Project Manager at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management  March 2004 - Present
CIBC Wealth Management   August 1999 - February 2004
CIBC, Project Services, Information Technology   April 1997 - July 1999
CIBC, Deposit Operations, Asset Management Group   January 1996 - March 1997
CIBC, Fund Services, RIO Centre   January 1992 - December 1995

Skills
Project Management, Management, Mutual Funds, Strategic Planning, Business Requirements, Business Analysis, Test Planning, Investments, Testing, Financial Services, Requirements Gathering, SDLC, Training, Risk Management, Project Delivery, Vendor Management, Business Process...

Education
Project Management Institute   2010 — 2014
PMP

Centennial College   1984 — 1988

Riverdale Collegate

John Allore John Allore Toronto, Canada Area Details
John Allore's CIBC Wealth Management Experience 2000 - 2003
Job Senior Project Manager, Operations Engineering at RBC Wealth Management
Industry Investment Management
Experience
RBC  July 2014 - October 2014
RBC Wealth Management  October 2012 - May 2014
CIBC  2006 - September 2012
CIBC Wood Gundy  2003 - 2005
CIBC Wealth Management   2000 - 2003
CIBC Operations and Technology   1999 - 2000
CIBC Wealth Management   1997 - 1999
CIBC Investor's Edge   1996 - 1997
TD Investor Services Division   1994 - 1996
TD Green Line   1994 - 1994

Skills
Equities, Trading, Business Analysis, Online Brokerage, Mobile Applications, Business Requirements, Options, Mutual Funds, Fixed Income, Securities, Market Data, Trading Systems, Wealth Management, Team Leadership, Requirements Gathering, Relationship Management, Vendor Management, Project Delivery, Project Management, PMO, Asset Management, Risk Management, Financial Services, Asset Managment, Investments, Financial Risk, Banking, Problem Solving, Retail Banking, Project Portfolio..., Investment Management, Back Office, SDLC, Management, Coaching, Electronic Trading

Education
University of Windsor   1983 — 1985
Bachelor of Commerce, Finance

The University of Western Ontario - King's University College   1980 — 1983
Bachelor of Arts (BA), Economics

Canadian Securities Institute   1986 — 1992

Jodi Blakey Jodi Blakey Toronto, Canada Area Details
Jodi Blakey's CIBC Wealth Management Experience 2004 - 2006
Job Director, Business Management Office , Distribution Technology and Channel Services at CIBC
Industry Banking
Experience
CIBC  August 2014 - Present
CIBC  December 2011 - August 2014
CIBC  December 2010 - December 2011
CIBC Retail Markets  2006 - 2010
CIBC Wealth Management   2004 - 2006
CIBC  2003 - 2004

Skills
Change Management, Corporate Governance, AML, Banking, Capital Markets, Risk Management, Privacy Law, Governance, Management, Business Process..., Relationship Management, Securities, Mergers & Acquisitions, Program Management, Project Management, Mutual Funds, Portfolio Management, Due Diligence, Corporate Law, Strategy, Financial Services, Leadership

Education
Dalhousie University   2001 — 2003
MBA

McGill University   1992 — 1996
BA, History and Political Science

Burair Abidi Burair Abidi Toronto, Canada Area Details
Burair Abidi's CIBC Wealth Management Experience April 2013 - Present
Job Technical Analyst at CIBC
Industry Computer Software
Experience
CIBC Wealth Management   April 2013 - Present
Interdev  October 2012 - March 2013
GBM  October 2006 - June 2009
Omeir Travel Agency   April 2003 - September 2006

Skills
SQL, Java, JavaScript, Microsoft SQL Server, Oracle, XML, Visual Studio, Java Enterprise Edition, C#, C++, ASP.NET, Databases, .NET, Linux, C, Software Development, Windows Server, Unix, PL/SQL

Education
Centennial College   2011 — 2013
Advance Diploma, Computer Software Technology/Technician

Preston University   2001 — 2003
Master's degree, Computer Software Engineering

NCR Education Center   2000 — 2001
Diploma, Information Technology

Karachi University   1996 — 1999
Bachelor of Commerce (B.Com.), Bachelors of Commerce

Josh Gurza Josh Gurza Toronto, Canada Area Details
Josh Gurza's CIBC Wealth Management Experience May 2012 - March 2014
Job Investment Advisor Assistant at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  April 2014 - Present
CIBC Wealth Management   May 2012 - March 2014
CIBC Wealth Management   December 2010 - May 2012
DOT Integrated Financial   May 2009 - August 2009

Skills
Leadership, Insurance, Building Relationships, Management, Social Networking, Negotiation, Asset Management, Time Management, Strategic Communications, CRM, High Organizational..., Conflict Resolution, Client Relations Skills, Customer Service, Customer Satisfaction, Teamwork, Opportunity..., Investments, Financial Services, Wealth Management

Education
Canadian Securities Institute   2011 — 2011
Conducts and Practices

Canadian Securities Institute   2009 — 2010
CSC

Durham College   2009 — 2009
LLQP, Life Insurance License I and II

McMaster University   2005 — 2008
B.A., Anthropology, Peace Studies

Paulo Brazinha Paulo Brazinha Vancouver, Canada Area Details
Paulo Brazinha's CIBC Wealth Management Experience January 2001 - August 2006
Job Vice President at CIBC
Industry Financial Services
Experience
CIBC  May 2013 - Present
CIBC  September 2006 - April 2013
CIBC Wealth Management   January 2001 - August 2006
CIBC  1997 - 2000
BMO Financial Group  1995 - 1997

Skills
Retail Banking, Banking, Wealth Management, Strategic Financial..., Mortgage Lending, Credit, Investments, Mutual Funds, Loans, Relationship Management, Portfolio Management, Financial Analysis, Financial Services, Credit Risk, Credit Analysis, Risk Management, Consumer Lending, Financial Planning, Leadership

Education
Trinity Western University   2014 — 2016
Master's degree

York University - Schulich School of Business   2011 — 2012
Masters Certificate in Financial Services Leadership

Canadian Securities Institute   1993 — 2007
PFP, CSC, CPH, EMS, BM

Capilano University
Accounting and Finance

Danny Lum Danny Lum Toronto, Canada Area Details
Danny Lum's CIBC Wealth Management Experience 1996 - 1998
Job Senior Business Analyst at MTS Allstream
Industry Telecommunications
Experience
MTS Allstream  July 2010 - Present
Null  2012 - 2012
Telus Mobility  March 2001 - July 2010
CIBC Wealth Management   1996 - 1998

Skills
Leadership, Telecommunications, Strategic Planning, Customer Experience, Enterprise Software, Customer Service, Business Analysis

Education
McGill University   1998 — 2001
BComm, Accounting and Finance

Bonnie Brooks Bonnie Brooks Calgary, Canada Area Details
Bonnie Brooks's CIBC Wealth Management Experience March 1989 - December 1999
Job Estate and Trust Advisor at MD Private Trust
Industry Banking
Experience
MD Private Trust   August 2003 - Present
CIBC Wood Gundy  January 2000 - July 2003
CIBC Wealth Management   March 1989 - December 1999

Skills
CFP, FMA, STI, Estate Planning, Financial Planning, High Net Worth..., Trusts, Insurance, Probate, Estate Administration, Wealth Management, Retirement Planning, Asset Management, Investments, Succession Planning

Education
Henry Wisewood
Mount Royal University

Mount Royal University
FICB, Banking, finance, marketing

Jeff Kerner Jeff Kerner Toronto, Canada Area Details
Jeff Kerner's CIBC Wealth Management Experience 2006 - 2011
Job MBA, RRC
Industry Investment Management
Experience
TD Wealth Management  2014 - Present
Excel Funds Management Inc.  2011 - 2014
CIBC Wealth Management   2006 - 2011
Berkshire Group  2002 - 2006

Skills
Financial Markets, Mutual Funds, Capital Markets, LBO, Analysis, Financial Modeling, Asset Management, DCF, Mergers, Investments, Equities, Wealth Management, Relationship Management, Financial Services, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Investor Relations, Mergers & Acquisitions

Education
Athabasca University   2011 — 2014
Master of Business Administration (M.B.A.)

Investment Banking Institute

McGill University   1997 — 2001
B.A, Industrial Relations, Humanistic Studies

Garfield Li Garfield Li Toronto, Canada Area Details
Garfield Li's CIBC Wealth Management Experience November 2014 - Present
Job Senior Manager, Governance & Reporting at CIBC Wealth Management
Industry Banking
Experience
CIBC Wealth Management   November 2014 - Present
CIBC  April 2013 - October 2014
CIBC  May 2012 - March 2013
CIBC  June 2009 - May 2012
CIBC Wood Gundy  October 2007 - May 2009
CIBC Wood Gundy  July 2000 - September 2007

Skills
Risk Management, Wealth Management, Auditing, Training, Presentations, Compliance, Financial Risk, Process Improvement, Program Management, Project Planning, Banking, Reporting & Analysis

Education
York University - Schulich School of Business   1995 — 1999
BBA, Finance

Dalhousie University

Ramesh Persaude Ramesh Persaude Toronto, Canada Area Details
Ramesh Persaude's CIBC Wealth Management Experience 2009 - Present
Job Senior Test Coordinator at CIBC Wealth Management
Industry Investment Management
Experience
CIBC Wealth Management   2009 - Present

Skills
Test Strategy, Quality Center, User Acceptance Testing, Test Management, Regression Testing, Quality Assurance, Test Planning, System Testing

Education
George Brown College   1989 — 1993

Robert Livingston Robert Livingston Toronto, Canada Area Details
Robert Livingston's CIBC Wealth Management Experience September 2012 - Present
Job Vice President at CIBC Wealth Management
Industry Investment Management
Experience
CIBC Wealth Management   September 2012 - Present
McLean Budden  November 1996 - September 2012
RBC Dominion Securities  March 1991 - September 1996
Merrill Lynch Canada  March 1976 - January 1991

Skills
High Net Worth..., Wealth Management, Generational Transfer..., Investment Advisory, Financial Markets, Investment Strategies, Trading, ETFs, Wealth, Investments, Pension Funds, Investment Management, Defined Benefit, Pensions, Private Equity, Financial Services, Strategic Financial..., Business Development, Retirement Planning, Equity Research, Portfolio Management, Performance Attribution, Equities, Equity Trading, Asset Managment, Asset Management

Education
Association of Investment Management (AIMR)   1992 — 1994
Chartered Financial Analyst (CFA)

York University   1974 — 1976
Master of Business Administration (MBA), Finance

Queen's University   1971 — 1974
Bachelor of Arts (B.A.), Economics

Ruijie Huang Ruijie Huang Greater Seattle Area Details
Ruijie Huang's CIBC Wealth Management Experience November 2007 - February 2008
Job Student at Radford University
Industry Financial Services
Experience
CIBC Wealth Management   November 2007 - February 2008
Bank of China  April 2006 - August 2006

Education
York University
Bachelor of Arts

Radford University
Master of Business Administration (MBA)

Sodhi Jatinder Sodhi Jatinder Toronto, Canada Area Details
Sodhi Jatinder's CIBC Wealth Management Experience 2004 - Present
Job Financial Advisor at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management  June 2004 - Present
CIBC Wealth Management   2004 - Present
Edward jones  October 2001 - May 2004

Skills
Wealth Management, Asset Management, Investment Strategies, Investments, Mutual Funds, Retirement Planning, Investment Advisory, Asset Allocation, Investment Management, Relationship Management, Financial Planners, Finance, Strategic Financial..., Retirement

Education
FPSC
CFP, Financial Planning and Services

Canadian Securities
CIM, Investments and Securities

Canadian Securities
CSWP, Financial Planning and Services

Canadian Securities
FMA, Finance and Financial Management Services

Punjabi University
Bachelor of Commerce (B.Com.), Commerce

Punjabi University
Bachelor of Laws (LL.B.)

Domenico Iafrancesco Domenico Iafrancesco Montreal, Canada Area Details
Domenico Iafrancesco's CIBC Wealth Management Experience December 2010 - July 2011
Job Investment & Retirement Planner at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management  July 2011 - Present
CIBC Wealth Management   December 2010 - July 2011
RBC Wealth Management  February 1997 - November 2010

Education
McGill University
Economics

Barb Powers Barb Powers Halifax, Canada Area Details
Barb Powers's CIBC Wealth Management Experience 1997 - 2000
Job Financial & Professional Services Executive & Educator
Industry Management Consulting
Experience
NSCC  2010 - Present
Shake-it Communications   2000 - Present
McInnes Cooper  2013 - 2013
CIBC Securities Inc  1998 - 2000
CIBC Wealth Management   1997 - 2000
Midland Walwyn Capital (acquired by Merrill Lynch Investment Management)   1992 - 1997
FIS Financial Planning Firm (sold to Midland Walwyn Capital)   1989 - 1992
Mackenzie Investments  1985 - 1990
MFS (Multiple Financial Services)   1983 - 1985

Skills
Investments, Wealth Management, Asset Management, Mutual Funds, Business Planning, Strategic Planning, Marketing Strategy, New Business Development, Training & Development, Project Portfolio..., CRM software, Sales Management, Time Management, Marketing, Entrepreneurship, Risk Management, Financial Services, Securities, Business Strategy, Leadership, Financial Planning, Portfolio Management

Education
Mount Saint Vincent University   2008 — 2010
Bachelor of Education (B.Ed.), Secondary Education and Teaching, Scholarship Recipient 2009-2010

York University   2005 — 2007
Bachelor of Business Admin (BBA)

York University   1986 — 1991
Bachelor of Business Administration (B.B.A.), Administrative Studies, Marketing

Canadian Securities Institute
Partners, Directors, Officers, Investment Funds Institute, Canadian Securities Course, Ethics/CPH, Compliance and Ethics

Nova Scotia Community College

Nabil Jlidi Nabil Jlidi Montreal, Canada Area Details
Nabil Jlidi's CIBC Wealth Management Experience January 2002 - Present
Job Senior Financial Services & Retirement Specialist, Pl. Fin, M.Sc chez CIBC Wealth Management
Industry Banking
Experience
CIBC Wealth Management   January 2002 - Present

Education
HEC Montreal

Anna Ackerman Anna Ackerman Toronto, Canada Area Details
Anna Ackerman's CIBC Wealth Management Experience January 1998 - August 2000
Job Operations Manager, TD Wealth Management Shared Services, Operations Control TD
Industry Banking
Experience
TD  November 2012 - Present
TD Bank Group  June 2009 - October 2012
CGI  July 2008 - June 2009
Perimeter Financial  March 2005 - January 2008
Scotiabank  January 2004 - February 2005
Scotia Cassels  September 2000 - December 2003
CIBC Wealth Management   January 1998 - August 2000
CIBC  January 1996 - December 1997
CIBC Wood Gundy  January 1994 - December 1995

Skills
Business Intelligence, Leadership, Banking, Risk Management, Investments, Portfolio Management, Business Analysis, Wealth Management, Business Requirements, Business Process..., Financial Services, Equities, Relationship Management, Requirements Analysis, Requirements Gathering

Education
University of Toronto   1989 — 1993
Certificate Investment Management & Financial Analysis

University of Toronto - Woodsworth College   1989 — 1993
B.Sc., Economics, Quantitative Methods

ORT Colleges

ORT Colleges

ORT Colleges

Stan Lohale Stan Lohale Toronto, Canada Area Details
Stan Lohale's CIBC Wealth Management Experience September 2008 - December 2009
Job Senior Business System Analyst at Manulife
Industry Banking
Experience
Manulife  February 2015 - Present
TD  August 2014 - January 2015
CIBC  May 2012 - July 2014
BlackBerry  February 2010 - February 2012
CIBC Wealth Management   September 2008 - December 2009

Skills
Test Strategy, Test Planning, QTP, Test Director, Quality Center, Testing, Quality Assurance, Software Quality..., Test Cases, Regression Testing, Integration, User Acceptance Testing, System Testing, Defect Tracking, SDLC, Test Management, Black Box Testing, Requirements Gathering, Integration Testing, Agile Testing, Performance Testing, Waterfall, Manual Testing, Test Execution, Exploratory Testing, LoadRunner, Test Automation, System Integration..., Functional Testing, Bugzilla, Load Testing, JIRA, White Box Testing, WinRunner, Test Estimation, SoapUI, Business Requirements, VBScript, End-to-end Testing, Agile Methodologies, Atlassian JIRA, Defect Life Cycle, Toad, Bug Tracking, Scrum, ISTQB Certified, CMMI, Test Design, Full SDLC, Mobile Testing

Education
Humber College
Project Management

Newport University
Master of Business Administration (MBA)

Matthews Mandala Matthews Mandala Toronto, Canada Area Details
Matthews Mandala's CIBC Wealth Management Experience May 2007 - September 2012
Job QA Lead
Industry Information Technology and Services
Experience
Domtar  January 2014 - June 2014
Empire Life  October 2012 - November 2013
CIBC Wealth Management   May 2007 - September 2012
Citco Fund Services  September 2006 - May 2007
CheckFree Investment Services  February 2006 - June 2006
GECIS  April 2004 - January 2006

Skills
Quality Center, QTP, Test Planning, Regression Testing, Test Management, Software Quality..., Test Strategy, Unitrax, Microsoft SQL Server, User Acceptance Testing, SDLC, Microsoft Dynamics, Test Cases

Education
Nagarjuna University   2000 — 2003
Master's Degree, Computer Science, 1

Joe Zambito Joe Zambito Toronto, Canada Area Details
Joe Zambito's CIBC Wealth Management Experience March 2004 - January 2010
Job Senior compliance Officer at CIBC
Industry Financial Services
Experience
CIBC  September 2014 - Present
IIROC (Investment Industry Regulatory Organization of Canada)   January 2010 - September 2014
CIBC Wealth Management   March 2004 - January 2010
CIBC Wealth Management   May 2000 - March 2004
CIBC Wealth Management   October 1998 - May 2000
CIBC  July 1995 - October 1998
CIBC World Markets  September 1994 - July 1995

Skills
Fixed Income, Equities, Capital Markets, Compliance, Mutual Funds, Trade Compliance, Trading, Wealth Management

Education
McMaster University
Bachelor of Arts (BA), Economics

Clive Rose Clive Rose Bronx, New York Details
Clive Rose's CIBC Wealth Management Experience October 2002 - January 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
NYC Office of Payroll Administration (Citytime)   May 2008 - May 2011
G2 Interactive  December 2006 - February 2007
Technology Evaluation Centers  January 2006 - June 2006
CIBC Wealth Management   October 2002 - January 2006
Merrill Lynch  April 1999 - October 2002
Symantec  December 1996 - April 1999
Household Finance  August 1989 - September 1994

Skills
Help Desk Support, Desktop Application..., Software Installation, Technical Support, SDLC, Software Documentation, Recruiting, SQL, Business Analysis, Troubleshooting, Windows, Testing, Security, Enterprise Software, Management, Unix, Quality Assurance, Servers, Operating Systems, Vendor Management

Education
Delta College   1995 — 1996
Associate's degree, Computer/Information Technology Administration and Management

Dawson College   1986 — 1989
Associate's degree, Retail Management and Social Sciences

Next

Select page

1 2