CIBC Wealth Management

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CIBC Wealth Management Employees

Employee
Years
Job
Industry
Andrew Parr Andrew Parr Vancouver, Canada Area Details
Andrew Parr's CIBC Wealth Management Experience 1997 - 1999
Job Senior Product Manager at HSBC Global Asset Management (Canada) Limited
Industry Financial Services
Experience
HSBC Global Asset Management (Canada) Limited   October 2013 - Present
Vancity  December 2012 - September 2013
HSBC Global Asset Management (Canada) Limited   December 2010 - December 2012
Blue Water Sailing Sabbatical   July 2009 - September 2010
Credential Financial  March 2007 - June 2009
HSBC Asset Management  2002 - 2007
Phillips, Hager & North Investment Management, Vancouver   January 2000 - January 2001
Marketing ­ CIBC   January 1994 - January 1999
CIBC Wealth Management   1997 - 1999
CIBC Financial Planning Inc   1997 - 1998

Skills
Product Development, Marketing Communications, Wealth Management, Research, Investments, Product Management, Securities, Strategy, Risk Management, Business Development, Mutual Funds, Financial Planning, Competitive Analysis, Sales, Project Management, Leadership, Marketing, Management, Sales Operations, Program Management, Financial Services, Strategic Planning, Business Analysis, Training, Portfolio Management, Financial Advisory, Corporate Communications, Retail, Strategic Financial..., Budgets

Education
University of Canterbury
Bachelor of Commerce, Business Administration

Canadian Securities Institute
Professional Financial Planning (PFP), Canadian Securities Course

West Vancouver Continuing Education
Project Management

Sauder School of Business
Executive Education – Business Writing

Marilyn Piotrowski PMP Marilyn Piotrowski PMP Toronto, Canada Area Details
Marilyn Piotrowski PMP's CIBC Wealth Management Experience January 1996 - January 1999
Job Senior Project Manager at CIBC
Industry Information Technology and Services
Experience
University of Edinburgh  August 2012 - June 2013
RBC Royal Bank  July 2010 - August 2012
CIBC  August 2007 - May 2010
CIBC  May 2004 - August 2007
CIBC  January 2001 - April 2002
Hydro One  April 2000 - December 2000
CIBC - WEALTH MANAGEMENT  January 1996 - January 1999
CIBC  January 1993 - January 1995
CIBC - WOOD GUNDY  January 1986 - January 1992

Skills
Change Management, Vendor Management, Program Management, PMO, PMP, SDLC, Risk Management, MS Project, Project Management, Communication, Team Leadership, Outsourcing, Management, Process Improvement, Project Planning, Leadership, Training

Education
The University of Edinburgh   2012 — 2013

York University   2008 — 2010

University of Toronto - Woodsworth College   1984 — 1986

Government IT CollegeLondon

Nathalie Chevalier Nathalie Chevalier Montreal, Canada Area Details
Nathalie Chevalier's CIBC Wealth Management Experience 2003 - 2004
Job Ressources Humaines chez PVH Corp.
Industry Human Resources
Experience
PVH Corp.  October 2012 - Present
Imvescor Restaurant Group Inc.  October 2010 - October 2012
Nordia Inc.  December 2006 - September 2008
The Home Depot  October 2005 - December 2006
CIBC  February 1997 - October 2005
CIBC Wealth Management   2003 - 2004

Skills
Employee Relations, Performance Management, Recruiting, Succession Planning, Talent Management, Talent Acquisition, Change Management, Leadership Development, HR Policies, Retail

Education
   1996 — 2001
Certificat, Gestion des ressources humaines

   1993 — 1996
Bacc, Information scolaire et professionnelle

École Secondaire St-Paul de Varennes   1985 — 1990
Diplôme d'études secondaires

Jonathan Pagtakhan Jonathan Pagtakhan Vancouver, Canada Area Details
Jonathan Pagtakhan's CIBC Wealth Management Experience August 2005 - October 2007
Job General Manager Imperial Service at CIBC
Industry Financial Services
Experience
CIBC  October 2007 - Present
CIBC Wealth Management   August 2005 - October 2007
CIBC  January 2000 - August 2005
BMO  April 1995 - January 2000

Skills
Sales, Sales Management, Presentations, Workshop Facilitation, Program Facilitation, Team Leadership, Leadership, Problem Solving, Change Management, Sailing, Motorcycle, Private Pilot, Firearms, Negotiation, Business Strategy, Business Development, Strategic Planning, Strategic Financial..., Shotokan Karate, Martial Arts, Acting, Theatre, Talent Management, People Development, Performance Management, Retail Banking, Retail Financing, Consumer Lending, Mutual Funds, Customer Service, Customer Satisfaction, Strengthening Client..., Investment Strategies, Investments, Public Speaking, Financial Advisory, Relationship Management, Retirement Planning, Wealth Management

Education
Canadian Securities Institute   2000 — 2007

The University of British Columbia / UBC   1994 — 1998
Bachelor of Arts (B.A.), Economics

Naseem Pirani, RRC Naseem Pirani, RRC Toronto, Canada Area Details
Naseem Pirani, RRC's CIBC Wealth Management Experience January 2005 - July 2013
Job Administration Officer at The Scarborough Hospital Foundation
Industry Financial Services
Experience
The Scarborough Hospital Foundation  May 2014 - March 2015
CIBC Wealth Management   January 2005 - July 2013
Investors Group Financial Services Inc.  June 2002 - December 2004
Maritime Life  November 1996 - March 2000

Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Risk Management, Financial Risk, Banking, Credit, Financial Modeling, Investments, Credit Analysis, Finance, Business Analysis, Management, Strategy, Retail Banking, Relationship Management, Residential Mortgages, Credit Risk, Portfolio Management, Analysis, Commercial Mortgages, Leadership, Wealth Management, CRM, Mutual Funds, Business Development, Financial Services, Financial Advisory, Entrepreneurship, Trading, Bonds, Financial Reporting, Financial Planning, Strategic Planning, Team Leadership, Business Planning, Microsoft Office

Education
Ryerson University   1990 — 1994
Certificate, Business Administration and Management, General

Professional Development
Designations & Certificates, Finance and Business

Itifo Engulu. BAA Fin, SIPC Itifo Engulu. BAA Fin, SIPC Montreal, Canada Area Details
Itifo Engulu. BAA Fin, SIPC's CIBC Wealth Management Experience January 2000 - July 2008
Job Business Controls, CIBC Securities Inc.
Industry Financial Services
Experience
CIBC  July 2008 - Present
CIBC Wealth management   January 2000 - July 2008
CIBC  April 1999 - December 1999

Skills
Social Networking, Bilingual, Investments, Financial Markets, Leadership, Mentoring, Job Coaching, Team Building, Alternative Investments, Community Outreach, Impact investing, Social Finance, Governance, Impact Investing, Analysis, Finance, Fixed Income, Mutual Funds, Nonprofits, Risk Management, Trading, Credit, Due Diligence, Securities, Loans, Banking, Equities, Financial Analysis, Corporate Social..., Portfolio Management

Education
Oxford University - Said Business School   2013 — 2013
Oxford Impact Investing Executive Programme, Social Finance

John Molson School Of Business- Concordia University   2012 — 2013
SIPC certificatin, Sustainable Investing

Ecole des Hautes Etudes commerciales de Montréal   1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General

Université de Kinshasa   1986 — 1989
Economics

Institut du Mont Amba   1979 — 1985
High school, Bio-Chemistry

Université du Québec à Montréal
CERTIFICAT EN SCIENCES COMPTABLES, Accounting, BACCALAUREAT EN SCIENCES COMPTABLES

Arvind Rajamohan Arvind Rajamohan Greater New York City Area Details
Arvind Rajamohan's CIBC Wealth Management Experience December 2006 - January 2008
Job Hedge Fund Analyst
Industry Financial Services
Experience
J. Goldman & Co., L.P.   April 2014 - Present
Stifel Financial Corp.  March 2012 - March 2014
Oppenheimer and Co.  February 2007 - March 2012
CIBC Wealth Management   December 2006 - January 2008
Cardinal Health  August 2005 - August 2006
Cardinal Health  2004 - 2006
Procter & Gamble  2003 - 2003

Skills
Equity Research, Finance, Equities, Strategy, Capital Markets, Financial Modeling, Valuation, Equity Valuation, Investment Banking, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Series 7

Education
The Ohio State University   2000 — 2004

The Ohio State University Fisher College of Business   2000 — 2004
BSBA, Finance

Heather Stoddart, PMP Heather Stoddart, PMP Toronto, Canada Area Details
Heather Stoddart, PMP's CIBC Wealth Management Experience 2015 - Present
Job Project Management, Governance and Process Improvement
Industry Financial Services
Experience
CIBC Wealth Management   2015 - Present
Scotiabank  2011 - 2015
Scotiabank  2009 - 2011
Brandes Investment Partners  2002 - 2009
Jewelstone   1997 - 2001
20/20 Group Financial   1987 - 1996

Education
University of Guelph
Project Management Institute

Robert-Yves Mazerolle, CFP Robert-Yves Mazerolle, CFP Halifax, Canada Area Details
Robert-Yves Mazerolle, CFP's CIBC Wealth Management Experience December 1996 - December 1998
Job Senior Financial Planning Advisor at Assante Wealth Management, Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management  January 2000 - Present
CIBC Financial Planning   December 1998 - January 2000
CIBC Wealth Management   December 1996 - December 1998
CIBC  March 1994 - December 1996

Skills
Retirement Planning, Wealth Management, Financial Planners, Estate Planning, Financial Advisory, Strategic Financial..., Insurance, Investments, Retirement, Financial Planning, Investment Management, Financial Services, Wealth Management..., Investment Strategies, Asset Management, Finance, High Net Worth..., Small Business, Wealth, Tax, Asset Managment, Risk Management, Financial Analysis, Public Speaking

Education
Canadian Bankers Institute   2000 — 2000
Estate Planning Program

Canadian Securities Institute   1997 — 1999
Professional Financial Planning program

Canadian Institute of Financial Planning   1994 — 1998
Chartered Financial Planning Program

Université du Québec à Montréal   1991 — 1993
Cerrtificat en administration des affaires

Patricia Ng Patricia Ng Vancouver, Canada Area Details
Patricia Ng's CIBC Wealth Management Experience July 2001 - July 2004
Job RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities  March 2015 - Present
RBC Wealth Management  July 2005 - March 2015
BMO Nesbitt Burns, Private Client Division   July 2004 - July 2005
CIBC Wealth Management   July 2001 - July 2004
Scotia Capital  July 1991 - July 2001

Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Mortgage Lending, Financial Advisory, Residential Mortgages

Education
The University of British Columbia   1986 — 1990
B.Comm, Urban Land Economics

The University of British Columbia   1986 — 1990
Bachelor of Commerce (B.Com.), Urban Land Economics

Roberta Edmonds Roberta Edmonds Toronto, Canada Area Details
Roberta Edmonds's CIBC Wealth Management Experience 2002 - 2003
Job Investigator, Field Management at Primerica
Industry Banking
Experience
Primerica  August 2011 - Present
CIBC Asset Management - Wealth Management   January 2005 - June 2010
CIBC  September 1991 - February 2010
CIBC Wealth Management   2002 - 2003
CIBC Retail Markets  January 2001 - January 2002
CIBC Retail Markets, Imperial Service   January 1998 - January 2000
CIBC Business Information & Records Management   January 1991 - January 1997

Skills
Microsoft Office, Internet Research, Regulatory Reporting, Research, Customer Service, Team Building, Visio, Software Documentation, Finance, Project Management, Leadership, Database Administration, Process Scheduler, Marketing, Human Resources, Strategy, Crisis Management, Travel Arrangements, Information Security, Policy Analysis, Police, Asset Managment, Pdf, Relationship Management, Asset Management, Risk Management, Business Development, Strategic Planning

Education
Seneca College   1989 — 1991
Diploma, Records & Information Management

Seneca College of Applied Arts and Technology   1988 — 1990
2 Year Diploma with Honours, Records & Information Management

Anna-Marie Plessl Anna-Marie Plessl Toronto, Canada Area Details
Anna-Marie Plessl's CIBC Wealth Management Experience January 2001 - January 2003
Job Mortgage Agent, AMP at Dominion Lending Centers
Industry Financial Services
Experience
Dominion Lending Centers  October 2008 - Present
CIBC  January 2003 - January 2007
CIBC Wealth Management   January 2001 - January 2003

Skills
Sales Management, Asset Management, Mortgage Lending, Residential Mortgages, Asset Managment, Loans, Integrity, Banking, Investment Properties, Commercial Mortgages, Financial Services, Refinance, Debt Consolidation, Certified Mortgage..., Home Equity Lines of...

Education
University of Regina   2000 — 2002
Canadian Securities, Investments and Mutual Funds

F.W. Johnson Collegiate

Kathy Welch, B.A. Hon. Kathy Welch, B.A. Hon. Vancouver, Canada Area Details
Kathy Welch, B.A. Hon.'s CIBC Wealth Management Experience February 2007 - August 2010
Job Community Representative Philips Lifeline
Industry Hospital & Health Care
Experience
HSBC  November 2010 - November 2012
CIBC Wealth Management   February 2007 - August 2010
CIBC Private Banking   February 2006 - February 2007

Education
University of New Brunswick
BA, Honours

Dyna Bousmia, avocate Dyna Bousmia, avocate Montreal, Canada Area Details
Dyna Bousmia, avocate's CIBC Wealth Management Experience January 2009 - February 2009
Job Santé sécurité | Relations du travail chez Postes Canada
Industry Law Practice
Experience
Postes Canada / Canada Post   June 2012 - Present
Commission de la santé et de la sécurité du travail (CSST)   September 2011 - June 2012
MCI / McDougall McDougall McTier   June 2011 - September 2011
CIBC Wealth Management   January 2009 - February 2009
Fasken Martineau DuMoulin LLP  May 2008 - August 2008

Skills
Negotiation, Union Labor, Administrative Law, Labor Relations, Court Proceedings, Team Management, CSST, Legal Research, Legal Writing, Legal Advice, Commercial Litigation, Litigation, French, Employment Law

Education
École du Barreau du Québec   2009 — 2010
Barreau du Québec, Law

University of Ottawa / Université d'Ottawa   2008 — 2009
Juris Doctor, Common Law

University of Ottawa   2005 — 2008
LL.L., Civil Law

College Marie-de-France   2003 — 2005
DEC, Sciences pures

Tazmin Habib Tazmin Habib Toronto, Canada Area Details
Tazmin Habib's CIBC Wealth Management Experience March 2013 - Present
Job QA Specialist at CIBC Wealth Management
Industry Financial Services
Experience
CIBC Wealth Management   March 2013 - Present
CIBC Mellon  June 2010 - March 2013
CIBC Mellon  2008 - 2010
Canadian Pacific Railway  1989 - 2007

Skills
Enterprise Architecture, Security, Business Analysis, Vendor Management, Risk Management, Process Improvement, Requirements Analysis, Business Process..., Project Management, IT Strategy, Visio, SDLC, Project Portfolio..., Software Documentation, Requirements Gathering, PMO, Quality Assurance, Governance

Education
The University of Western Ontario
Business Adminstration

Sheridan College
Marketing and Motor Carrier Administration

Chantal Cousineau Chantal Cousineau Montreal, Canada Area Details
Chantal Cousineau's CIBC Wealth Management Experience 2002 - 2003
Job Technicienne à la comptabilité, comptes à payer chez Corporation Fiera Capital
Industry Accounting
Experience
Corporation Fiera Capital   October 2010 - Present
Groupe Zoom Média Inc   December 2003 - June 2010
CIBC Wealth Management   2002 - 2003
TAL Gestion Privée   2000 - 2002
Produits Forestiers Alliance ( ancienne division de Domtar papier journal)   1994 - 2000

Skills
Outlook, Microsoft Excel, Microsoft Word, Windows, Internet, BMS, FRx, Accpac, Great Plains Software, JDE One World, PeopleSoft

Education
   1985 — 1989
Certificat, Administration

Asif Nadeem Asif Nadeem Toronto, Canada Area Details
Asif Nadeem's CIBC Wealth Management Experience January 2011 - April 2012
Job Senior Business Analyst at CIBC Wealth Management
Industry Banking
Experience
CIBC - Operation Business Management   April 2012 - Present
CIBC - Wealth Management  January 2011 - April 2012
CIBC - Trust & Control Operations   January 2009 - December 2010
CIBC - Retail Electronic Banking Operations   December 2006 - December 2008
CIBC Wood Gundy - Investment Consulting Services (ICS)   October 2006 - December 2006
Manchester Newspaper Ltd, Manchester, UK   February 2005 - March 2006
HSBC - Newcastle Upon Tyne Branch - UK   June 2004 - September 2004
Rising Technologies - Wah Cantt - Pakistan   January 2003 - March 2004
ICL Fujitsu  May 1999 - December 2002

Skills
MIS, SQL, Cognos, Oracle SQL, Bloomberg Terminal, Excel, CSC, CPH, Brokerage, Trade Finance, Financial Reporting, SSCNet, FMC, Envoy, RightFax, Coins, Tops, ADP, FX trading, Money Market, Windows XP Professional, SCO Unix, Red Hat Linux, Oracle 8, Microsoft Office, Oracle, Microsoft Excel, XP, ADP Payroll, FX Options, Investment Banking, Analysis, Credit, Bloomberg, Investments

Education
Canadian Securities Institute-CSI   2009 — 2009
Certificate, Canadian Securities Course - CSC

Invesment Banking Institute   2009 — 2009
Certificate, Toronto, Canada

The University of Salford   2004 — 2005
MSc, International Banking & Finance

Martin Héroux Martin Héroux Montreal, Canada Area Details
Martin Héroux's CIBC Wealth Management Experience 2003 - 2004
Job Viceprésident Exploitation chez Caisse de dépôt et placement du Québec
Industry Investment Management
Experience
Caisse de dépôt et placement du Québec   March 2013 - Present
Caisse de dépôt et placement du Québec   2012 - 2013
Caisse de dépôt et placement du Québec   2010 - 2012
Caisse de dépôt et placement du Québec   2007 - 2010
Caisse de dépôt et placement du Québec   2004 - 2007
CIBC Wealth Management   2003 - 2004
TAL Global Asset Management  2000 - 2003
TAL Global Asset Management  1998 - 2000
TAL Global Asset Management  1996 - 1998
Caisse de dépôt et placement du Québec   1990 - 1996

Education
   1983 — 1986
BAA, GIS

Rosanne Maitland BA CFP PFP Rosanne Maitland BA CFP PFP Edmonton, Canada Area Details
Rosanne Maitland BA CFP PFP's CIBC Wealth Management Experience September 1990 - July 2005
Job Senior Financial Consultant at MD Financial Management | Gestion financière MD
Industry Online Media
Experience
MD Financial Management Gestion financière MD  February 2015 - Present
RBC Financial Planning  October 2011 - February 2015
RBC Wealth Management  August 2005 - October 2011
CIBC Wealth Management   September 1990 - July 2005

Skills
Wealth Management, Retirement Planning, Investment Strategies, Wealth, Investment Advisory, Estate Planning, Portfolio Management, Credit, Financial Analysis, Banking, Asset Managment, Retail Banking, Asset Management, Commercial Lending, Credit Analysis, Financial Advisory, Finance, Financial Planners, Financial Risk, Financial Services, Loans, Mortgage Lending, Residential Mortgages

Education
University of Alberta   1986 — 1990
Bacholor of Arts, Economics

Jerry Redwood Jerry Redwood Toronto, Canada Area Details
Jerry Redwood's CIBC Wealth Management Experience 1987 - 1990
Job Marketing Manager at CooperVision
Industry Consumer Goods
Experience
CooperVision  2014 - Present
ptHealthcare Solutions Corp   August 2011 - 2014
Office Supplies Gateway   June 2009 - August 2012
KO-REC-TYPE Canada   1997 - 2009
Spalding Canada   1994 - 1997
Carlson Marketing  1992 - 1994
CIBC Wealth Management   1987 - 1990

Skills
Marketing, Integrated Marketing, Direct Marketing, Marketing Management, B2B Marketing, Customer Acquisition, Sales, Customer Insight, Marketing Strategy, Segmentation, Email Marketing, Marketing Communications, Multi-channel Marketing, Lead Generation, Digital Marketing, Strategy, E-commerce, Online Marketing, Advertising, SEO, Leadership, Product Development, Business Development

Education
Ryerson University   1974 — 1978
BBA, Business

Southwood Secondary School   1969 — 1974

Kristina Honchar, CFA Kristina Honchar, CFA Toronto, Canada Area Details
Kristina Honchar, CFA's CIBC Wealth Management Experience February 2003 - September 2006
Job Product Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  March 2015 - Present
Edward Jones  September 2013 - March 2015
Burlington Body Camp   April 2010 - August 2014
Manulife Securities  November 2011 - September 2013
CIBC Asset Management  September 2006 - June 2009
CIBC Wealth Management   February 2003 - September 2006
Synergy Asset Management   March 2002 - February 2003
Merrill Lynch Canada Inc.  July 2000 - March 2002
CIBC Wood Gundy  June 1998 - March 2000
CIBC Wood Gundy  2000 - 2000

Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services

Education
Can Fit Pro   2009 — 2009
Personal Training Specialist (PTS)

York University - Schulich School of Business   2004 — 2004
Marketing Management Course

CFA Institute   2000 — 2003
Chartered Financial Analyst

University of Guelph   1994 — 1998
Honours B.Sc., Biology

Alfred Cheng Alfred Cheng Toronto, Canada Area Details
Alfred Cheng's CIBC Wealth Management Experience September 2011 - January 2013
Job Senior Fund Accountant at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon  March 2014 - Present
Citco Fund Services  January 2013 - November 2013
CIBC Wealth Management   September 2011 - January 2013

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Investments, Finance, Bloomberg, Analysis, Mutual Funds, Business Analysis, CRM, Corporate Finance, QuickBooks, Salesforce.com, Capital Markets, Financial Modeling, Customer Service, Sales, ThomsonOne, Communication, Accounting, Trading, Banking, Account Reconciliation, Equities, Financial Reporting, Market Research, Time Management, Due Diligence, Cash Flow, Financial Accounting, Data Analysis, Economics, Financial Statements, Investor Relations, Hedge Funds, Teamwork, Bloomberg Terminal, Financial Services, Alternative Investments, Fund Of Funds, Asset Management, Market Analysis, Investment Management, Derivatives, Options, Valuation

Education
University of Toronto at Mississauga - Erindale College   2006 — 2011
Bachelor of Commerce, Specialist in Commerce and Finance, Major in Economic

The University of Hong Kong   2008 — 2008
Special Topics In International Business

William Kwan William Kwan Toronto, Canada Area Details
William Kwan's CIBC Wealth Management Experience November 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
CIBC  August 2015 - Present
CIBC Wealth Management   November 2012 - Present
Gluskin Sheff + Associates  May 2011 - September 2011
Scotiabank  November 2010 - May 2011
Dundee Securities  November 2006 - November 2010
University of Toronto  August 2005 - May 2006
Gowling Lafleur Henderson LLP  June 2005 - September 2005
University of Toronto  July 2004 - December 2004
University of Toronto  May 2004 - December 2004

Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Modeling, Wealth Management, Portfolio Management, Fixed Income, Securities, Equities

Education
Ryerson University   2002 — 2006
B. Comm, Finance and Marketing

Tyra Zafar Tyra Zafar Toronto, Canada Area Details
Tyra Zafar's CIBC Wealth Management Experience December 2009 - April 2011
Job Onsite Staffing Supervisor at ManpowerGroup
Industry Human Resources
Experience
ManpowerGroup  June 2014 - Present
TD Canada Trust  September 2013 - June 2014
Davis and Henderson  September 2011 - March 2012
CIBC Wealth Management   December 2009 - April 2011
CIBC World Markets  December 2004 - December 2009
CIBC Commercial Banking Centre   September 2001 - December 2004
CIBC Retail Markets  September 1997 - October 2001
Trans Canada Credit  April 1995 - August 1997
Dorothy Millman Marketing Services   October 1993 - April 1995

Skills
Customer..., Training, Leadership, Oral presentations, Problem Solving, Written communication, Vendor Management, Influencing/Motivating, Microsoft Office 2007, Coordinating Events, Written Communication, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, Banking, Incident Management, Internet Explorer, Business Analysis, Requirements Gathering, A/R Collections, Technical Support, Relationship Building, Call Centre, Software Documentation, Troubleshooting, Relationship Management, CRM, Disaster Recovery, Presentations, Business Process..., Call Center, Client Relations Skills, Contact Center..., Visio, Outlook, Call Centers, ITIL, IT Management, Program Management, Access, Microsoft Excel, Risk Management, Testing, Financial Services, SDLC, Credit, Process Improvement, Change Management

Education
Centennial College, School of Business   2013 — 2013
Human Resources Management, Human Resources Management

Seneca College of Applied Arts and Technology   1991 — 1994
Business IT Systems, Business and IT

Lester B. Pearson Collegiate Institute   1984 — 1989
Ontario Secondary School Diploma and Business Certificate, Business and Computers

Anzhelika Khenkin Anzhelika Khenkin Toronto, Canada Area Details
Anzhelika Khenkin's CIBC Wealth Management Experience February 2011 - September 2011
Job Sr. BA Consultant at OLG/EDRM
Industry Financial Services
Experience
OLG  February 2015 - Present
OLG  January 2014 - December 2014
Pega CoE at CIBC   May 2012 - December 2013
PwC Consulting/TD Waterhouse   October 2011 - January 2012
CIBC Wealth Management   February 2011 - September 2011
PwC Consulting/TD Waterhouse   September 2010 - January 2011
RBC  April 2010 - July 2010
GuestLogix  July 2009 - March 2010
AGF Management Limited  April 2007 - February 2009
Salentica Systems   August 2006 - February 2007

Skills
SDLC, Requirements Gathering, Business Analysis, Business Process, Project Management, Requirements Analysis, Systems Analysis, Integration, Agile Methodologies, Business Requirements, Visio, Analysis, Databases, Software Project..., PMO, UML, Process Improvement, Software Documentation, SQL, Business Process..., Microsoft SQL Server, Functional Requirements, User Acceptance Testing, Functional..., SharePoint, CMM, RUP, Test Planning, Data Warehousing, System Testing, Six Sigma, ITIL Service Strategy

Education
Canadian Career College of Innovative Technology and Management   2009 — 2009
Postgraduate Diploma

Seneca College of Applied Arts and Technology   1999 — 2001
Diploma

University of Taldykorgan   1989 — 1993
Barchelors

Peter Kiley Peter Kiley Toronto, Canada Area Details
Peter Kiley's CIBC Wealth Management Experience 2009 - Present
Job Chief Operating Officer CIBC Trust Corporation
Industry Financial Services
Experience
CIBC Trust Corporation   August 2014 - Present
CIBC Wealth Management   2009 - Present
CIBC Financial Planning   2001 - 2009
CIBC Financial Planning   1995 - 2001

Skills
Investments, Financial Services, Estate Planning, Sales Management, Leadership, Business Strategy, Financial Planners, Financial Planning, Portfolio Management, Relationship Management, Retirement, Risk Management, Wealth Management, Wealth Management..., Project Planning, Banking, Credit, Mutual Funds, Finance, Succession Planning, Strategic Financial..., Sales, Asset Management

Education
Saint Mary's University
Bachelor of Commerce (B.Com.), Finance, General

Yulyana Silkova Yulyana Silkova Toronto, Canada Area Details
Yulyana Silkova's CIBC Wealth Management Experience January 2003 - January 2009
Job Director at CIBC Wholesale Banking
Industry Information Technology and Services
Experience
CIBC Wholesale Banking  December 2013 - Present
CIBC Wholesale Banking  January 2011 - December 2013
CIBC Wholesale Banking  January 2009 - February 2011
CIBC Wealth Management   January 2003 - January 2009
Ministry of Health and Long-Term Care  2002 - 2002
CLICK-into Inc.   2001 - 2001
Belarusian State Medical University   1997 - 1999

Skills
Requirements Gathering, Data Warehousing, SDLC, Requirements Analysis, Sybase, C#, Microsoft SQL Server, Software Development, Business Analysis, Business Requirements, SOA, ETL, Enterprise Architecture, Software Project..., Data Modeling, Agile Methodologies, Risk Management

Education
Seneca College of Applied Arts and Technology   2001 — 2003
Graduated with Honours, Computer Programming and Analysis

Belarusian State Medical University   1997 — 1999
Master of Medical Science, Postgraduate Doctoral Course

Belarusian State Medical University   1990 — 1997
MD, General Practitioner/Family Physician

Svetoslav Radulov, MBA, PMP, CSM Svetoslav Radulov, MBA, PMP, CSM Montreal, Canada Area Details
Svetoslav Radulov, MBA, PMP, CSM's CIBC Wealth Management Experience 2007 - 2008
Job
Industry Capital Markets
Experience
Morgan Stanley  2013 - Present
HCMWorks   2010 - 2013
BMO Capital Markets  2008 - 2010
CIBC Wealth Management   2007 - 2008
Orbital Realty Group LLC   2003 - 2007
Global Realty Inc.   2002 - 2003
Distance Learning Inc.   2000 - 2002

Skills
Vendor Management, Business Analysis, Project Management, Business Intelligence, Risk Management, Program Management, PMP

Education
University of Oklahoma - Price College of Business   1998 — 2000
MBA

Universitet za nacionalno i svetovno stopanstvo   1993 — 1998
M.A.

Clement Lui Clement Lui Toronto, Canada Area Details
Clement Lui's CIBC Wealth Management Experience January 2007 - February 2008
Job Consultant at Scotiabank
Industry Computer Software
Experience
Scotiabank  October 2008 - July 2013
Versa Systems Ltd   May 2008 - August 2008
CIBC Wealth Management   January 2007 - February 2008
RR Enterprises Ltd.   March 2006 - December 2006
Citi  September 2000 - September 2005
AdminSource   September 2000 - September 2005
National Bank Financial  February 2000 - August 2000
Scotiabank  December 1994 - September 1999
Baycom   July 1994 - December 1994
Capp Associates Inc   June 1993 - June 1994

Skills
COBOL, SQL, RPG, iSeries, AS400, SDLC, Systems Analysis, Websphere, DB2, XML, Application Development, FTP, EDI, OS/400, Databases, Programming, Banking, IBM iSeries, Software Project..., Visio, IBM AS/400, Requirements Gathering, Business Requirements, Software Development, Production Support, Testing, User Acceptance Testing, Software Documentation, Business Analysis, Java, Requirements Analysis

Education
The Hong Kong Polytechnic University   1983 — 1985
Higher Diploma in Computing Studies, Computer Software development

Dmitry Sheinin Dmitry Sheinin Toronto, Canada Area Details
Dmitry Sheinin's CIBC Wealth Management Experience February 2009 - January 2010
Job Senior Data Integration and BI Consultant at Sunlife Financial
Industry Information Technology and Services
Experience
Sunlife Financial  April 2013 - Present
SunLife  2013 - 2015
SunLife  2013 - 2015
SunLife  2013 - 2015
BlueCrossNetwork (BCN), BlueCrossBlueSheild of Michigan (BCBSM), Jonahgroup   September 2011 - April 2013
TELUS  September 2010 - September 2011
Citibank Capital Markets   January 2010 - August 2010
CIBC Wealth Management   February 2009 - January 2010
Cancer Care Ontario  August 2008 - February 2009
Wyeth Consumer Healthcare  2007 - 2008

Skills
ETL, Data Modeling, Informatica, Data Integration, Business Intelligence, SAS, Solution Architecture, Data Warehousing, Oracle, DB2, Erwin, Data Warehouse..., Systems Analysis, SQL, PL/SQL, SDLC, Datastage, Microsoft SQL Server, AIX, Performance Tuning, Unix Shell Scripting, Requirements Analysis, Data Architecture, Ab Initio, IDQ, Quality Stage, SAS DI Studio, SAS BI Server, Team Leadership, Technical Architecture, Control-M, Microsoft BI Suite, Talend, Powershell, Healthcare Industry, Banking, Telco Industry, Government, Capital Markets, Pharmaceutical Industry

Education
Cloudera   2014 — 2014
Course Certificate, Cloudera Data Analyst Training: Using Pig, Hive, and Impala with Hadoop

The Hebrew University

Steve Krawciw Steve Krawciw Greater New York City Area Details
Steve Krawciw's CIBC Wealth Management Experience May 2003 - June 2007
Job CEO, Managing Director at ABLE Markets
Industry Banking
Experience
ABLE Markets   February 2014 - Present
Credit Suisse  June 2007 - February 2014
Quant Investor's Almanac 2011   2006 - 2010
CIBC Wealth Management   May 2003 - June 2007
McKinsey & Company  June 2001 - March 2003
Monitor Group  September 1994 - September 1999

Education
University of Pennsylvania - The Wharton School   1999 — 2001
Master of Business Administration (MBA), Finance

The University of Calgary

Mario Vicchio Mario Vicchio Greater New York City Area Details
Mario Vicchio's CIBC Wealth Management Experience February 2006 - May 2006
Job looking for new opportunities
Industry Information Technology and Services
Experience
Dun & Bradstreet  October 2009 - June 2014
Medco  May 2009 - October 2009
CIT Group Inc  February 2007 - August 2008
UBS Wealth Management  May 2006 - August 2006
CIBC Wealth Management   February 2006 - May 2006
Medco Health Solutions, Inc.   January 2004 - February 2006
Bristol Meyers Squibb  January 2003 - June 2003
JP Morgan Chase  September 2000 - March 2001

Skills
Project Portfolio..., PMP, Resource Management, Vendor Management, PMO, SDLC, Program Management, Software Project..., Project Planning, Vendor Relations, Cross-functional Team..., Team Building, Product Management, Integration, Leadership, Strategy, Project Management, Business Analysis, IT Management, Management

Education
The College of New Jersey   1986 — 1990

The Chubb Institute   1994 — 1995
Computer Programming

Cliffside Park High School

Cliffside Park High School

Janet Tehara Janet Tehara Toronto, Canada Area Details
Janet Tehara's CIBC Wealth Management Experience August 2009 - February 2010
Job Business Analyst at Healthcare of Ontario Pension Plan
Industry Financial Services
Experience
Healthcare of Ontario Pension Plan  May 2010 - Present
CIBC Wealth Management   August 2009 - February 2010
Hospitals of Ontario Pension Plan  April 2004 - December 2007
Ontario Municipal Economic Infrastructure Financing Authority   October 2003 - April 2004
Fidelity Investments  1998 - 2003
Fidelity Investments  1996 - 1998

Skills
Business Requirements, User Acceptance Testing, SDLC, Analysis, Software Documentation, Requirements Gathering, Business Process, Business Analysis

Education
Ryerson University

Bettina Obadia Scott. B.Com, CFP, RRC Bettina Obadia Scott. B.Com, CFP, RRC Vancouver, Canada Area Details
Bettina Obadia Scott. B.Com, CFP, RRC's CIBC Wealth Management Experience May 1998 - January 2014
Job Senior Financial Planner at Coast Capital Savings
Industry Investment Management
Experience
Coast Capital Savings  January 2014 - Present
CIBC Wealth Management   May 1998 - January 2014
BBVA Banco Provincial. Casa de Bolsa   November 1994 - November 1997
Banco Central de Venezuela  January 1992 - July 1992

Skills
Financial Planning, Investments, Portfolio Management, Wealth Management, credit planning, Retirement Planning, Estate Planning, tax planning, Team Management, Client Relationship..., Financial Planners, CRM, Credit, Strategic Financial..., Mutual Funds, Retirement, Financial Analysis, Financial Services, Finance, Investment Advisory, Banking, Wealth, Investment Management, Financial Advisory, Mortgage Lending, Wealth Management..., Investment Strategies, Asset Management, Certified Financial..., Asset Allocation, High Net Worth...

Education
Universidad Metropolitana (VE)   1989 — 1994
B.Com, Business option Banking & Finance

Colegio Santiago de Leon de Caracas   1975 — 1988
Bachelor of Science (BSc)

Kevin Paterson Kevin Paterson Toronto, Canada Area Details
Kevin Paterson's CIBC Wealth Management Experience May 2012 - June 2013
Job Director, Major Initiatives at CIBC
Industry Financial Services
Experience
CIBC  July 2013 - Present
CIBC Wealth Management   May 2012 - June 2013
GMP Securities  January 2010 - May 2012
Richardson Partners Financial  February 2005 - January 2010
Fidelity Investments Canada ULC  2003 - 2005

Skills
Wealth Management, Securities, Mutual Funds, Business Analysis, Investments, Vendor Management, Data Center, Credit, Equities, Financial Services, Options, Portfolio Management, Relationship Management, Risk Management, Strategic Financial...

Education
University of Manitoba   1994 — 2000
Bachelor of Commerce (B.Com.), Marketing

M Gayi M Gayi Toronto, Canada Area Details
M Gayi's CIBC Wealth Management Experience February 2012 - August 2012
Job Corporate Banking at CIBC World Markets
Industry Banking
Experience
CIBC World Markets  August 2012 - October 2013
CIBC Wealth Management   February 2012 - August 2012
CIBC Asset Management  August 2011 - February 2012
CIBC Retail Markets  February 2011 - August 2011
Coast Capital Savings  July 2010 - September 2010
Ecobank  June 2008 - July 2009
Ecobank  December 2006 - July 2009

Skills
Valuation, Risk Management, Due Diligence, Corporate Finance, IFRS, Financial Management, Research, Financial Modeling, Financial Reporting, Business Strategy, Credit Analysis, VBA, Basel, ThinkCell, MS Excel

Education
Chartered Professional Accountants of Ontario (CPA Ontario)

Global Association of Risk Professionals (GARP)

The Association of Chartered Certified Accountants
Professional Accounting

The University of British Columbia
Portfolio Tactics

Mark Tingle, PMP Mark Tingle, PMP Toronto, Canada Area Details
Mark Tingle, PMP's CIBC Wealth Management Experience September 2014 - January 2015
Job Project Manager at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  January 2015 - Present
CIBC Wealth Management   September 2014 - January 2015
Scotiabank  November 2013 - September 2014
RBC Wealth Management  January 2013 - November 2013
CIBC World Markets  May 2010 - February 2013
TD Canada Trust  January 2009 - January 2010
TD Canada Trust  January 2009 - January 2010
National Bank Correspondent Network   September 2006 - June 2008
National Bank Correspondent Network   September 2006 - June 2008
Scotiabank  October 2003 - September 2006

Skills
Financial Services, Project Management, Business Intelligence, Management, Wealth Management, Brokers, PMO, Business Analysis, Portfolio Management, Project Portfolio..., PMP, Vendor Management, Governance, Business Requirements, Integration

Education
Ryerson University   2008 — 2008
Project Management

Queen's University   1986 — 1990
Bachelor of Arts, Communications

Sheridan College   1985 — 1986
Business Administration Diploma, Accounting

Frank Paonessa Frank Paonessa Edmonton, Canada Area Details
Frank Paonessa's CIBC Wealth Management Experience March 1997 - February 2002
Job Vice President, Financial Planning at BMO Financial Group
Industry Investment Management
Experience
BMO Financial Group  February 2002 - Present
CIBC Wealth Management   March 1997 - February 2002

Skills
Wealth Management, Banking, Sales Management, Coaching, Investments, Mutual Funds, Retirement Planning, Investment Advisory, Strategic Financial..., Relationship Management, Portfolio Management, Financial Analysis, Investment Strategies, Financial Advisory, Mortgage Lending, Credit, Asset Allocation, Financial Services, Loans, Investment Management

Education
University of Alberta   1987 — 1993
B.Comm., Finance and Accounting

Paul Junkin Paul Junkin Toronto, Canada Area Details
Paul Junkin's CIBC Wealth Management Experience January 2005 - November 2008
Job Team Leader, Retail Banking at CIBC
Industry Information Technology and Services
Experience
CIBC  April 2009 - Present
CIBC Wealth Management   January 2005 - November 2008
CIBC Wealth Management   December 2000 - December 2004

Education
Ryerson University
BSc, Computer Science

Heather Kaczur Heather Kaczur Toronto, Canada Area Details
Heather Kaczur's CIBC Wealth Management Experience 1996 - 2000
Job Senior Business Account Representative at Complete Communication Systems Inc, Aurthoized Rogers Dealer
Industry Wireless
Experience
Complete Communication Systems Inc, Aurthoized Rogers Dealer   May 2008 - Present
Globla Mobility Products   2006 - 2008
CIBC Wealth Management   1996 - 2000

Education
University of Guelph   1986 — 1990
BA, Management Economics

PAUL BEAINI PAUL BEAINI Montreal, Canada Area Details
PAUL BEAINI's CIBC Wealth Management Experience May 1999 - June 2006
Job Financial Planner at Beaini Consulting
Industry Financial Services
Experience
Beaini Consulting   February 2012 - Present
Banque Laurentienne  June 2009 - February 2012
Bank of Montreal  June 2006 - June 2009
CIBC Wealth Management   May 1999 - June 2006

Skills
Investments, Banking, Portfolio Management, Financial Services, Wealth Management, Mutual Funds, Financial Analysis, Retirement Planning, Risk Management, Mortgage Lending, Customer Service, Loans

Education
Institute of Canadian Bankers   2003 — 2004
Graduate Diploma, Personal Finance

Mc-Gil university   1994 — 1995
Graduate Diploma in Management Applied ( Spec. Finance), Finance, General

Université de Montréal   1990 — 1993
Bachelor’s Degree, Economics

Canadian securities institute
certificate, successful completion of Canadian securities course

Canadian securities institute
certificate, Conduct and Practices Handbook course

Canadian securities institute
certificate, Canadian options course

Adrian Bucur Adrian Bucur Toronto, Canada Area Details
Adrian Bucur's CIBC Wealth Management Experience June 2004 - Present
Job Qality Assurance Consultant at CIBC Wealth Management
Industry Information Technology and Services
Experience
CIBC Wealth Management   June 2004 - Present

Education
Seneca College of Applied Arts and Technology   1998 — 2001
Diploma, Computer Programming and Analysis

Juney Henriques Juney Henriques Toronto, Canada Area Details
Juney Henriques's CIBC Wealth Management Experience December 2008 - Present
Job Test Analyst at CIBC Wealth Management
Industry Information Technology and Services
Experience
CIBC Wealth Management   December 2008 - Present
CIBC  April 2008 - December 2008
CIBC  August 2005 - April 2008

Education
Ryerson University   2008 — 2012
Bachelor's Degree, Information Technology Management

ken cao ken cao Toronto, Canada Area Details
ken cao's CIBC Wealth Management Experience January 2007 - September 2008
Job Systems Analyst at Sunnybrook Health Sciences Centre
Industry Information Technology and Services
Experience
Sunnybrook Health Sciences Centre  2010 - Present
Sunnybrook-Osler Centre for Prehospital Care   April 2009 - April 2010
inofas   October 2008 - January 2010
CIBC Wealth Management   January 2007 - September 2008

Skills
ASP.NET, Microsoft SQL Server, C#, VB.NET, SQL, Databases, Systems Analysis, Requirements Analysis, Business Analysis, Data Warehousing, Software Documentation, Requirements Gathering, Oracle

Education
Seneca College of Applied Arts and Technology   2000 — 2004
cpa

Ghada Geurgeus Ghada Geurgeus Toronto, Canada Area Details
Ghada Geurgeus's CIBC Wealth Management Experience August 2010 - Present
Job Senior Manager, Private Wealth Management, at CIBC
Industry Banking
Experience
CIBC Wealth Management   August 2010 - Present
CIBC  January 2005 - August 2010

Skills
Wealth Management

Education
University of King's College   1988 — 1991

Kalina Kornicer Kalina Kornicer Toronto, Canada Area Details
Kalina Kornicer's CIBC Wealth Management Experience 1997 - 2001
Job Principal Business Consultant at Temenos
Industry Computer Software
Experience
Temenos  April 2011 - Present
Odyssey Financial Technologies  July 2002 - April 2011
x.eye incorporated   2002 - 2008
UBS  2001 - 2001
CIBC Wealth Management   1997 - 2001

Skills
Solution Architecture, Business Analysis, Integration, Requirements Analysis, Software Project..., Oracle, User Acceptance Testing, Requirements Gathering, Software Development, Business Process, SOA, Enterprise Architecture, Business Intelligence, Agile Methodologies, SDLC

Education
Canadian Securities Institute   2011 — 2012
Canadian Securities Course

University of Belgrade   1984 — 1989
B.Sc.E.E., Electrical Engineering

Benson Yeung Benson Yeung Toronto, Canada Area Details
Benson Yeung's CIBC Wealth Management Experience May 2008 - August 2009
Job Senior Systems Administrator at BlueCat
Industry Information Technology and Services
Experience
BlueCat  November 2013 - Present
Prinova  March 2012 - October 2013
Storage Appliance Corp.  April 2010 - February 2012
CIBC Wealth Management   May 2008 - August 2009
SyNet   April 2003 - June 2006

Skills
Servers, Security, Networking, Windows, Vendor Management, Linux, Technical Support, Process Improvement, HTML, Windows Server, Management, Windows 7, IT Service Management, Troubleshooting, Storage, Software Development, Active Directory, Microsoft SQL Server, Requirements Analysis, Databases, SQL, Rackspace Cloud, Amazon Web Services...

Education
Seneca College of Applied Arts and Technology   2007 — 2009
Computer Networking and Technical Support, Computer Studies

Kathy Federkiewicz Kathy Federkiewicz Toronto, Canada Area Details
Kathy Federkiewicz's CIBC Wealth Management Experience June 2005 - May 2007
Job Senior Compliance Officer at Dundee Capital Markets
Industry Financial Services
Experience
Dundee Capital Markets  April 2014 - Present
Scotiabank  October 2011 - March 2014
RBC  March 2011 - October 2011
DundeeWealth  September 2008 - March 2011
IIROC (Investment Industry Regulatory Organization of Canada)   May 2007 - September 2008
CIBC Wealth Management   June 2005 - May 2007

Skills
Mutual Funds, Risk Management, Securities, Wealth Management, Auditing, Equities, Securities Regulation, AML, Financial Services, Capital Markets, Banking, Asset Management, Investments, KYC, Operational Risk, Anti Money Laundering

Education
University of Alberta
Bachelor of Commerce (BCom)

Renan CAVERO Renan CAVERO Toronto, Canada Area Details
Renan CAVERO's CIBC Wealth Management Experience October 2010 - February 2015
Job Application Consultant
Industry Information Technology and Services
Experience
CIBC Wealth Management   October 2010 - February 2015
CyberTraders Investment Club   January 2008 - December 2011
Verisign  July 2007 - September 2010
ST. MICHAEL’S HOSPITAL – INNER CITY HEALTH – CAISI Project   July 2005 - June 2007
Critical Path  November 2005 - May 2007
Mount Sinai Hospital - Blue Print Initiative   March 2003 - June 2004
Mint Inc   February 2003 - March 2004
Bank of Montreal  April 2000 - December 2002
Certicom  October 1999 - March 2000
A&W Software for Glass   January 1998 - September 1999

Skills
Equity Trading, Trading Systems, High Frequency Trading, Java, Perl, Python, Quantitative Investing, SDLC

Education
Universidad Católica de Córdoba   1991 — 1994
B. Sc. Software Engineering

Universidade Estadual de Campinas   1987 — 1990
Computer Science

Wanda Frisk Wanda Frisk Vancouver, Canada Area Details
Wanda Frisk's CIBC Wealth Management Experience 1996 - 1998
Job Vice President, Partner Relations at Qtrade Financial Group
Industry Financial Services
Experience
Qtrade Financial Group  October 2013 - Present
CIBC  September 2005 - November 2011
CIBC  1999 - 2005
CIBC Wealth Management   1996 - 1998
CIBC Asset Management  1994 - 1998

Skills
Wealth Management, Strategic Financial..., Team Leadership, Retail Banking, Small Business, Sales Management, Program Facilitation, Staff Development, Business Development, Leadership, Retirement Planning, Mutual Funds, Business Planning, Financial Advisory, Financial Services, Banking, Financial Planning

Education
University of Saskatchewan   1983 — 1987
B.Comm, Finance/Economics

Rena Al-Samadi Rena Al-Samadi Toronto, Canada Area Details
Rena Al-Samadi's CIBC Wealth Management Experience September 2014 - Present
Job Director Compensation Systems, Support, Reporting and Controls at CIBC Wealth Management
Industry Financial Services
Experience
CIBC Wealth Management   September 2014 - Present
CIBC Wood Gundy  April 2012 - September 2014
CIBC Wood Gundy  April 2003 - April 2012
CIBC Wood Gundy  December 2001 - April 2003
Merrill Lynch Canada  May 1998 - December 2001

Skills
Wealth Management, Equities, Financial Services, Investment Advisory, Mutual Funds, Finance, Investments, Financial Advisory, Fixed Income, Investment Strategies, Portfolio Management, Securities, Asset Allocation

Education
University of Guelph   1994 — 1998
B.Sc., Environmental Science

Kristina Worden Kristina Worden Toronto, Canada Area Details
Kristina Worden's CIBC Wealth Management Experience April 2013 - August 2013
Job Trust Administrator at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management  March 2014 - Present
RBC Dominion Securities  January 2014 - March 2014
Assante Wealth Management  June 2012 - December 2013
CIBC Wealth Management   April 2013 - August 2013
Front Street Capital   August 2012 - January 2013
Macquarie Group  January 2012 - May 2012

Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Skills, Research, Teamwork, Wealth Management..., Intellectual Capital..., Social Networking, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Banking, Software Documentation, Time Management, Wealth Management

Education
Sheridan College   2011 — 2013
Banking and Wealth Management Advanced Diploma

University of Guelph

Jason MacNevin Jason MacNevin Toronto, Canada Area Details
Jason MacNevin's CIBC Wealth Management Experience November 2004 - November 2006
Job Corporate Branch Manager at HollisWealth, Global Wealth Management, Scotiabank
Industry Financial Services
Experience
HollisWealth, Global Wealth Management, Scotiabank   July 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance   March 2014 - Present
Richardson GMP Limited  April 2011 - January 2014
CIBC Wood Gundy  November 2004 - April 2011
CIBC Wealth Management   November 2004 - November 2006
CIBC Wealth Management   March 1999 - November 2004
CIBC Wealth Management   September 1998 - March 2000

Skills
Securities, Investments, Mutual Funds, Wealth Management, Asset Management, Financial Planning, Equities, Compliance, Options, Broker-Dealer Compliance, KYC, Investment Advisor..., Financial Services, AML, Investment Advisory, Trading

Education
Canadian Securities Institute   1998 — 2013
Certificate

Trent University   1994 — 1997
B.A., Anthropology

francois dufresne francois dufresne Montreal, Canada Area Details
francois dufresne's CIBC Wealth Management Experience September 2012 - Present
Job Senior Trust Officer at CIBC Wealth Management
Industry Banking
Experience
CIBC Wealth Management   September 2012 - Present
Royal Bank of Canada  February 2003 - August 2012
Royal Trust/Royal bank   September 1987 - August 2012

Skills
Word, Excel, PowerPoint, Banking, Microsoft Office, Finance, Investments, Portfolio Management

Education
Université du Québec à Montréal / UQAM   1985 — 1989
bachelor of science, Biology, General

Cegep Jean de Brebeuf   1983 — 1985
pure and applied science/health science

Craig Massey Craig Massey Houston, Texas Details
Craig Massey's CIBC Wealth Management Experience January 1994 - November 1998
Job Sr. VP at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  November 1998 - Present
CIBC Wealth Management   January 1994 - November 1998

Skills
Asset Management, Asset Allocation, Asset Protection

Education
Southern Methodist University   1973 — 1977
BBA, Accounting

Southern Methodist University
JD, Law

Richard Alphonse Richard Alphonse Kearny, New Jersey Details
Richard Alphonse's CIBC Wealth Management Experience November 2006 - January 2007
Job Shipbuilding Professional
Industry Shipbuilding
Experience
Baladam Shipping Services   2013 - Present
New Jersey  June 2012 - March 2013
Rutgers Newark  February 2010 - June 2012
United Nations Federal Credit Union  March 2007 - July 2009
CIBC Wealth Management   November 2006 - January 2007
Group CDP-Montreal Express   May 2005 - July 2006

Skills
Sales Management, Financial Analysis, Criminal Justice, Psychology, International Sales, International Business, French to English, Political Risk Analysis

Education
Rutgers Newark   2010 — 2013
Criminal Justice/Psychology

Université du Québec - Ecole nationale d'Administration publique   2002 — 2004
Master of Public Administration (MPA), International/Global Studies/Management

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