CIBC World Markets
Industry: Investment banking company
DescriptionCIBC World Markets is the investment banking subsidiary of the Canadian Imperial Bank of Commerce. The firm operates as an investment bank both in the domestic and international equity and debt capital markets. Headquarters: Toronto, Canada Number of employees: 1,100 Revenue: 2.9 billion CAD (2016) Parent organization: Canadian Imperial Bank of Commerce Founded: 1988 Key person: Richard Nesbitt Subsidiaries: CIBC Wood Gundy, CIBC USA Holdings Inc.,
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CIBC World Markets Employees
Employee
Years
Job
Industry
Sriman Golla Sriman Golla's CIBC World Markets Experience June 2001 - May 2011
Job
Industry Investment Banking
Experience
Bloomberg LP May 2011 - Present
CIBC World Markets June 2001 - May 2011
1-800-flowers.com 2005 - 2006
Skills
Unix, Solaris, Infrastructure, Management, SDLC, Data Warehousing, Unix Shell Scripting, Software Project..., Business Intelligence, Business Analysis, Oracle, Red Hat Linux, Linux, Veritas, eTrust, Autosys, Netbackup
Education
Bangalore University
BS, Electronics
Bloomberg LP May 2011 - Present
CIBC World Markets June 2001 - May 2011
1-800-flowers.com 2005 - 2006
Skills
Unix, Solaris, Infrastructure, Management, SDLC, Data Warehousing, Unix Shell Scripting, Software Project..., Business Intelligence, Business Analysis, Oracle, Red Hat Linux, Linux, Veritas, eTrust, Autosys, Netbackup
Education
Bangalore University
BS, Electronics
Glenn Lotenberg Glenn Lotenberg's CIBC World Markets Experience January 2001 - January 2007
Job Managing Director at Incapital
Industry Investment Banking
Experience
Incapital January 2007 - Present
CIBC World Markets January 2001 - January 2007
Bear Stearns March 1997 - January 2001
Skills
Structured Products, Equity Derivatives, Fixed Income, Capital Markets, Trading, Equities, Investments, Commodity, Middle Office, Derivatives, Currency, Bonds, Series 24, Interest Rate..., Bloomberg, Credit Derivatives, Hedge Funds, Securities
Education
Hofstra University 1994 — 1996
B.A., Finance
Arizona State University - W. P. Carey School of Business 1992 — 1994
Finance
Incapital January 2007 - Present
CIBC World Markets January 2001 - January 2007
Bear Stearns March 1997 - January 2001
Skills
Structured Products, Equity Derivatives, Fixed Income, Capital Markets, Trading, Equities, Investments, Commodity, Middle Office, Derivatives, Currency, Bonds, Series 24, Interest Rate..., Bloomberg, Credit Derivatives, Hedge Funds, Securities
Education
Hofstra University 1994 — 1996
B.A., Finance
Arizona State University - W. P. Carey School of Business 1992 — 1994
Finance
TY SOO, CIWM, FCSI, FMA, DFP TY SOO, CIWM, FCSI, FMA, DFP's CIBC World Markets Experience 2000 - 2002
Job Investment Advisor & Certified International Wealth Manager:Focused on your entire wealth management needs
Industry Investment Management
Experience
BMO Nesbitt Burns September 2014 - Present
CIBC January 2002 - August 2014
CIBC World Markets 2000 - 2002
PUROLATOR COURIER LTD 1996 - 2000
THE FUTURE SHOP / BEST BUY 1992 - 1996
Skills
Financial Goals, Wealth Management, Investments, Mutual Funds, Alternative Investments, Portfolio Management, Investment Advisory, Private Banking, Asset Managment, Investment Strategies, Estate Planning, Equities, Investment Management, Strategic Financial..., Financial Advisory, Wealth, Credit, Valuation, Securities, Asset Management, Finance, Financial Services, Retirement, Financial Planning
Education
Ivey Business School at Western University 2015 — 2015
PORTFOLIO RISK & RETURN SECURITIES VALUATION
Canadian Securities Institute & Association of International Wealth Managers 2012 — 2013
CERTIFIED INTERNATIONAL WEALTH MANAGER (CIWM)
CANADIAN SECURITIES INSTITUTE 2009 — 2009
CHARTERED PROFESSIONAL STRATEGIC WEALTH (Ch.P.- CSWP)
University of Toronto 2009 — 2009
FINANCE, FINANCE
CANADIAN SECURITIES INSTITUTE 2000 — 2009
FELLOW CANADIAN SECURITIES INSTITUTE DESIGNATION (FCSI)
CANADIAN SECURITIES INSTITUTE 2007 — 2007
FMA, FINANCIAL MANAGEMENT ADVISOR DESIGNATION (FMA)
Wilfrid Laurier University 1998 — 2000
POST GRADUATE QUALIFICATION IN FINANCIAL PLANNING, DFP-MBA(C), FMA, PFP
BISHOP'S UNIVERSITY 1988 — 1991
BUSINESS/ ECONOMICS, ECONOMICS/FINANCE
Bishop's University 1988 — 1991
THE ORATORY SCHOOL 1982 — 1984
BMO Nesbitt Burns September 2014 - Present
CIBC January 2002 - August 2014
CIBC World Markets 2000 - 2002
PUROLATOR COURIER LTD 1996 - 2000
THE FUTURE SHOP / BEST BUY 1992 - 1996
Skills
Financial Goals, Wealth Management, Investments, Mutual Funds, Alternative Investments, Portfolio Management, Investment Advisory, Private Banking, Asset Managment, Investment Strategies, Estate Planning, Equities, Investment Management, Strategic Financial..., Financial Advisory, Wealth, Credit, Valuation, Securities, Asset Management, Finance, Financial Services, Retirement, Financial Planning
Education
Ivey Business School at Western University 2015 — 2015
PORTFOLIO RISK & RETURN SECURITIES VALUATION
Canadian Securities Institute & Association of International Wealth Managers 2012 — 2013
CERTIFIED INTERNATIONAL WEALTH MANAGER (CIWM)
CANADIAN SECURITIES INSTITUTE 2009 — 2009
CHARTERED PROFESSIONAL STRATEGIC WEALTH (Ch.P.- CSWP)
University of Toronto 2009 — 2009
FINANCE, FINANCE
CANADIAN SECURITIES INSTITUTE 2000 — 2009
FELLOW CANADIAN SECURITIES INSTITUTE DESIGNATION (FCSI)
CANADIAN SECURITIES INSTITUTE 2007 — 2007
FMA, FINANCIAL MANAGEMENT ADVISOR DESIGNATION (FMA)
Wilfrid Laurier University 1998 — 2000
POST GRADUATE QUALIFICATION IN FINANCIAL PLANNING, DFP-MBA(C), FMA, PFP
BISHOP'S UNIVERSITY 1988 — 1991
BUSINESS/ ECONOMICS, ECONOMICS/FINANCE
Bishop's University 1988 — 1991
THE ORATORY SCHOOL 1982 — 1984
Cliff Inskip Cliff Inskip's CIBC World Markets Experience January 2010 - December 2014
Job President at Pole Star Advisory Services Inc.
Industry Capital Markets
Experience
Pole Star Advisory Services Inc. January 2015 - Present
OMERS January 2015 - Present
Oakville Hydro Corporation April 2013 - Present
CIBC World Markets January 2010 - December 2014
CIBC World Markets January 1997 - December 2009
CIBC Wood Gundy April 1995 - December 1996
CIBC World Markets plc (formerly CIBC Bank plc) February 1992 - March 1995
CIBC September 1990 - January 1992
CIBC August 1985 - August 1990
Skills
Project Finance, Corporate Finance, Capital Markets, Finance, Financial Structuring, Structured Finance, Investment Banking, Leveraged Finance, Financial Modeling, Due Diligence, Fixed Income, Bonds, Investments, Strategy, Syndications, Private Placements, Financial Advisory, Public Private..., Mergers & Acquisitions
Education
University of British Columbia
MBA, Finance & International Business
University of British Columbia
B.A. Sc., Civil Engineering
University of Cambridge
International Banking Summer School Program
z Association of Corporate Treasurers
Diploma in Corporate Treasury Management
Pole Star Advisory Services Inc. January 2015 - Present
OMERS January 2015 - Present
Oakville Hydro Corporation April 2013 - Present
CIBC World Markets January 2010 - December 2014
CIBC World Markets January 1997 - December 2009
CIBC Wood Gundy April 1995 - December 1996
CIBC World Markets plc (formerly CIBC Bank plc) February 1992 - March 1995
CIBC September 1990 - January 1992
CIBC August 1985 - August 1990
Skills
Project Finance, Corporate Finance, Capital Markets, Finance, Financial Structuring, Structured Finance, Investment Banking, Leveraged Finance, Financial Modeling, Due Diligence, Fixed Income, Bonds, Investments, Strategy, Syndications, Private Placements, Financial Advisory, Public Private..., Mergers & Acquisitions
Education
University of British Columbia
MBA, Finance & International Business
University of British Columbia
B.A. Sc., Civil Engineering
University of Cambridge
International Banking Summer School Program
z Association of Corporate Treasurers
Diploma in Corporate Treasury Management
David Safaii David Safaii's CIBC World Markets Experience 1999 - 2003
Job Chief Executive Officer at Trilio Data
Industry Computer Software
Experience
Trilio Data October 2014 - Present
House of Genius July 2014 - Present
Techstars 2014 - December 2014
Burstpoint Networks (Acquired by Avaya - July 2014) June 2010 - June 2014
United Way of Massachusetts Bay 2009 - July 2013
Windspeed Ventures January 2004 - June 2010
CIBC World Markets 1999 - 2003
Skills
Venture Capital, Private Equity, Entrepreneurship, Strategic Partnerships, Corporate Development, Mergers & Acquisitions, Angel Investing, Enterprise Software, Start-ups, Video, Business Modeling, Strategy, SaaS, Product Management, Executive Management, Investments
Education
Boston College
Cold Spring Harbor HS
Trilio Data October 2014 - Present
House of Genius July 2014 - Present
Techstars 2014 - December 2014
Burstpoint Networks (Acquired by Avaya - July 2014) June 2010 - June 2014
United Way of Massachusetts Bay 2009 - July 2013
Windspeed Ventures January 2004 - June 2010
CIBC World Markets 1999 - 2003
Skills
Venture Capital, Private Equity, Entrepreneurship, Strategic Partnerships, Corporate Development, Mergers & Acquisitions, Angel Investing, Enterprise Software, Start-ups, Video, Business Modeling, Strategy, SaaS, Product Management, Executive Management, Investments
Education
Boston College
Cold Spring Harbor HS
Rebecca Olsson, CFP® Rebecca Olsson, CFP®'s CIBC World Markets Experience February 2005 - October 2006
Job Operations Associate at Salem Partners LLC
Industry Investment Management
Experience
Salem Partners Wealth Management June 2008 - Present
CIBC World Markets February 2005 - October 2006
Sky Radio Group March 2005 - February 2006
Skills
Financial Analysis, Management, Financial Modeling, International Relations, Corporate Finance, Customer Service, Event Planning, Investment Banking, Social Networking, Valuation, Equities
Education
University of California, Los Angeles 2013 — 2014
Certificate earned with distinction, Personal Financial Planning, Recipient of The Joseph G. Devanney Merit Scholarship
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2002 — 2004
Master of Arts (MA), Pacific International Affairs (Concentration - China & Politics)
Northeastern University 1998 — 2001
Bachelor of Arts (BA), International Affairs/Chinese Studies, Magna Cum Laude
London School of Economics 2000 — 2000
Hansard Scholars Programme, Certificate, Parliamentary Politics
Beijing Foreign Studies University 2000 — 2000
Certificate, Language Study
American College of Sports Medicine 2007 — 2007
National Certified Personal Trainer
National Academy of Sports Medicine (NASM) 2007 — 2007
National Certified Personal Trainer
American Council on Exercise (ACE) 2006 — 2006
Certified Personal Trainer
Salem Partners Wealth Management June 2008 - Present
CIBC World Markets February 2005 - October 2006
Sky Radio Group March 2005 - February 2006
Skills
Financial Analysis, Management, Financial Modeling, International Relations, Corporate Finance, Customer Service, Event Planning, Investment Banking, Social Networking, Valuation, Equities
Education
University of California, Los Angeles 2013 — 2014
Certificate earned with distinction, Personal Financial Planning, Recipient of The Joseph G. Devanney Merit Scholarship
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2002 — 2004
Master of Arts (MA), Pacific International Affairs (Concentration - China & Politics)
Northeastern University 1998 — 2001
Bachelor of Arts (BA), International Affairs/Chinese Studies, Magna Cum Laude
London School of Economics 2000 — 2000
Hansard Scholars Programme, Certificate, Parliamentary Politics
Beijing Foreign Studies University 2000 — 2000
Certificate, Language Study
American College of Sports Medicine 2007 — 2007
National Certified Personal Trainer
National Academy of Sports Medicine (NASM) 2007 — 2007
National Certified Personal Trainer
American Council on Exercise (ACE) 2006 — 2006
Certified Personal Trainer
Antonio Negron's CIBC World Markets Experience May 1996 - February 2009
Job IT Business Analyst TruTeam (Top Build )
Industry Information Technology and Services
Experience
TruTeam June 2015 - Present
Au Natural Cleaning LLC July 2009 - Present
BNP Paribas September 2014 - May 2015
BNP Paribas June 2012 - May 2015
TD Securities USA LLC July 2011 - June 2012
Morgan Stanley May 2010 - July 2011
CIBC Wood Gundy May 1996 - February 2009
CIBC World Markets May 1996 - February 2009
CIBC May 1996 - February 2009
Skills
Active Directory, Bloomberg, Disaster Recovery, Electronic Trading, Equities, Fixed Income, ITIL, Banking, Business Analysis, Capital Markets, Derivatives, Management, Market Data, SDLC, Securities, SharePoint, Trading Systems, Vendor Management, Visio, Project Management, Investment Banking, Team Building, Analysis, Financial Services, Integration, IT Strategy
Education
City University of New York-Baruch College 1991 — 1996
Computer Information Systems, Computer and Information Sciences and Support Services
St Raymonds High School 1985 — 1989
Diploma
TruTeam June 2015 - Present
Au Natural Cleaning LLC July 2009 - Present
BNP Paribas September 2014 - May 2015
BNP Paribas June 2012 - May 2015
TD Securities USA LLC July 2011 - June 2012
Morgan Stanley May 2010 - July 2011
CIBC Wood Gundy May 1996 - February 2009
CIBC World Markets May 1996 - February 2009
CIBC May 1996 - February 2009
Skills
Active Directory, Bloomberg, Disaster Recovery, Electronic Trading, Equities, Fixed Income, ITIL, Banking, Business Analysis, Capital Markets, Derivatives, Management, Market Data, SDLC, Securities, SharePoint, Trading Systems, Vendor Management, Visio, Project Management, Investment Banking, Team Building, Analysis, Financial Services, Integration, IT Strategy
Education
City University of New York-Baruch College 1991 — 1996
Computer Information Systems, Computer and Information Sciences and Support Services
St Raymonds High School 1985 — 1989
Diploma
Matthew Datre Matthew Datre's CIBC World Markets Experience March 1989 - February 2004
Job Compliance Director at Knight Capital Americas LLC
Industry Financial Services
Experience
Knight Capital Americas LLC January 2009 - Present
Deutsche Bank Securities Inc. February 2006 - January 2009
Knight Capital Americas LLC February 2004 - February 2006
CIBC World Markets March 1989 - February 2004
New York Stock Exchange February 1980 - March 1989
Skills
Securities, FINRA, Capital Markets, Options, Trading, Equity Trading, Electronic Trading, Market Making, SEC, ETFs, Financial Services, AML, Series 24, Series 63, Hedge Funds, Investment Advisory, Prime Brokerage, Trading Systems, Risk Management, Fixed Income, Alternative Investments, Financial Markets
Education
Borough of Manhattan Community College 1994 — 1996
Associate's degree, Accounting
Knight Capital Americas LLC January 2009 - Present
Deutsche Bank Securities Inc. February 2006 - January 2009
Knight Capital Americas LLC February 2004 - February 2006
CIBC World Markets March 1989 - February 2004
New York Stock Exchange February 1980 - March 1989
Skills
Securities, FINRA, Capital Markets, Options, Trading, Equity Trading, Electronic Trading, Market Making, SEC, ETFs, Financial Services, AML, Series 24, Series 63, Hedge Funds, Investment Advisory, Prime Brokerage, Trading Systems, Risk Management, Fixed Income, Alternative Investments, Financial Markets
Education
Borough of Manhattan Community College 1994 — 1996
Associate's degree, Accounting
Harold Birk Harold Birk's CIBC World Markets Experience 1990 - 2003
Job Senior Consultant at CEIS Review Inc.
Industry Financial Services
Experience
CEIS Review Inc. November 2014 - Present
Natixis North America May 2004 - April 2013
CIBC World Markets 1990 - 2003
Bank of New England 1988 - 1990
Skills
High Yield, Loan Origination, Finance, Credit Analysis, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Trading, Financial Risk, Credit Risk, Credit, Corporate Finance, Equities, Portfolio Management, Underwriting, Investments, Loans, Management, Restructuring, Mutual Funds, Structured Finance, Capital Markets
Education
Boston College
Bachelor of Arts (B.A.), Psychology and Accounting, Magna Cum Laude
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
CEIS Review Inc. November 2014 - Present
Natixis North America May 2004 - April 2013
CIBC World Markets 1990 - 2003
Bank of New England 1988 - 1990
Skills
High Yield, Loan Origination, Finance, Credit Analysis, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Trading, Financial Risk, Credit Risk, Credit, Corporate Finance, Equities, Portfolio Management, Underwriting, Investments, Loans, Management, Restructuring, Mutual Funds, Structured Finance, Capital Markets
Education
Boston College
Bachelor of Arts (B.A.), Psychology and Accounting, Magna Cum Laude
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Gulhan Tasliyar Gulhan Tasliyar's CIBC World Markets Experience December 2006 - May 2008
Job Chief Financial Officer at American Association of Crimean Turks
Industry Financial Services
Experience
American Association of Crimean Turks January 2009 - June 2012
CIBC World Markets December 2006 - May 2008
WB Wood NY 2005 - 2006
Oppenheimer & Co. 1996 - 2003
Skills
Financial Reporting, Accounting, Auditing, Business Strategy, Contract Negotiation, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Private Equity, Strategy, Finance, Analysis, Management Consulting, Microsoft Excel, Cash Management, Management, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BS, Economics
City University of New York-Brooklyn College
American Association of Crimean Turks January 2009 - June 2012
CIBC World Markets December 2006 - May 2008
WB Wood NY 2005 - 2006
Oppenheimer & Co. 1996 - 2003
Skills
Financial Reporting, Accounting, Auditing, Business Strategy, Contract Negotiation, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Private Equity, Strategy, Finance, Analysis, Management Consulting, Microsoft Excel, Cash Management, Management, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BS, Economics
City University of New York-Brooklyn College
Michael Altrui Michael Altrui's CIBC World Markets Experience 1997 - 2001
Job Expert Professional Services Consultant at Misys
Industry Banking
Experience
Misys December 2014 - Present
Misys, New York, NY March 2010 - December 2014
Commerzbank AG January 2009 - February 2011
Deutsche Bank September 2003 - January 2009
Citigroup 1999 - 2003
CIBC World Markets 1997 - 2001
Wall Street Systems 1994 - 1997
Bankers trust 1984 - 1989
Skills
Business Process, Management, Process Improvement, Software Development, Enterprise Software, Information Technology, Budgets, Business Process..., Electronic Trading, Business Analysis, Trading Systems, SDLC, Derivatives, Requirements Analysis, Requirements Gathering, Fixed Income, Back Office, Loans, Capital Markets, Software Project..., User Acceptance Testing, FX Options, Investment Banking, SWIFT payments, Banking, Business Requirements, Oracle, Middle Office
Education
Hofstra University 1992 — 1997
MBA, INFORMATION SYSTEMS
Adelphi University 1978 — 1982
BBA, FINANCE
Misys December 2014 - Present
Misys, New York, NY March 2010 - December 2014
Commerzbank AG January 2009 - February 2011
Deutsche Bank September 2003 - January 2009
Citigroup 1999 - 2003
CIBC World Markets 1997 - 2001
Wall Street Systems 1994 - 1997
Bankers trust 1984 - 1989
Skills
Business Process, Management, Process Improvement, Software Development, Enterprise Software, Information Technology, Budgets, Business Process..., Electronic Trading, Business Analysis, Trading Systems, SDLC, Derivatives, Requirements Analysis, Requirements Gathering, Fixed Income, Back Office, Loans, Capital Markets, Software Project..., User Acceptance Testing, FX Options, Investment Banking, SWIFT payments, Banking, Business Requirements, Oracle, Middle Office
Education
Hofstra University 1992 — 1997
MBA, INFORMATION SYSTEMS
Adelphi University 1978 — 1982
BBA, FINANCE
Sajawal Bashir's CIBC World Markets Experience August 2015 - Present
Job Specialist, Transaction Processing at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets August 2015 - Present
CIBC May 2015 - August 2015
TD November 2014 - May 2015
BNY Mellon February 2013 - July 2014
UCB Pharma July 2011 - August 2011
Autogrill June 2009 - September 2010
Skills
French, English, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Accounting, Business Strategy, Flexibility, Dutch, General Business..., Quick & Eager Learner, Negotiation, Business Analysis, Functional Testing, Collaborative Problem..., Corporate Actions, Swift, Event Processing, Management, Financial Analysis, Customer Service, Economics, Research, Analysis, Finance, Project Management, Access, Market Research, Project Planning, Corporate Finance, Banking, Strategic Planning, Leadership, Microsoft Word, Social Media, Human Resources, Time Management
Education
HUB-EHSAL 2011 — 2012
Master of Business Administration (MBA), International Business Management
University of Economics, Prague - Faculty of Business Administration 2011 — 2011
Bachelor of Business Administration (BBA), Erasmus Student
HUB-EHSAL 2008 — 2011
Bachelors of Business Administration, International Business Management
CIBC World Markets August 2015 - Present
CIBC May 2015 - August 2015
TD November 2014 - May 2015
BNY Mellon February 2013 - July 2014
UCB Pharma July 2011 - August 2011
Autogrill June 2009 - September 2010
Skills
French, English, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Accounting, Business Strategy, Flexibility, Dutch, General Business..., Quick & Eager Learner, Negotiation, Business Analysis, Functional Testing, Collaborative Problem..., Corporate Actions, Swift, Event Processing, Management, Financial Analysis, Customer Service, Economics, Research, Analysis, Finance, Project Management, Access, Market Research, Project Planning, Corporate Finance, Banking, Strategic Planning, Leadership, Microsoft Word, Social Media, Human Resources, Time Management
Education
HUB-EHSAL 2011 — 2012
Master of Business Administration (MBA), International Business Management
University of Economics, Prague - Faculty of Business Administration 2011 — 2011
Bachelor of Business Administration (BBA), Erasmus Student
HUB-EHSAL 2008 — 2011
Bachelors of Business Administration, International Business Management
Art Bascomb Art Bascomb's CIBC World Markets Experience 2002 - 2005
Job Sr. Analyst at Prentice Capital
Industry Investment Management
Experience
Prentice Capital June 2014 - Present
Allianz Global Investors 2005 - 2013
CIBC World Markets 2002 - 2005
Fidelity Investments 1999 - 2000
AIG SunAmerica 1994 - 1999
Skills
Equities, Valuation, Equity Research, Financial Modeling, Investments, Asset Managment, Portfolio Management, Equity Valuation, Series 7, E-commerce, Financial Analysis, Strategy, Competitive Analysis, Asset Management, Mutual Funds, Hedge Funds, Mergers & Acquisitions
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2002
M.B.A., Finance
Arizona State University 1989 — 1991
B.A., Organizational Communication
Prentice Capital June 2014 - Present
Allianz Global Investors 2005 - 2013
CIBC World Markets 2002 - 2005
Fidelity Investments 1999 - 2000
AIG SunAmerica 1994 - 1999
Skills
Equities, Valuation, Equity Research, Financial Modeling, Investments, Asset Managment, Portfolio Management, Equity Valuation, Series 7, E-commerce, Financial Analysis, Strategy, Competitive Analysis, Asset Management, Mutual Funds, Hedge Funds, Mergers & Acquisitions
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2002
M.B.A., Finance
Arizona State University 1989 — 1991
B.A., Organizational Communication
Imran Chaudhry, CFA Imran Chaudhry, CFA's CIBC World Markets Experience September 2000 - February 2003
Job Portfolio Manager, Fixed Income at AEGON Capital Management
Industry Investment Management
Experience
AEGON Capital Management January 2013 - Present
Aegon Capital Management September 2009 - December 2012
AEGON Capital Management September 2005 - August 2009
AEGON Canada / Transamerica February 2003 - August 2005
CIBC World Markets September 2000 - February 2003
Skills
Portfolio Management, Fixed Income, Credit Analysis, Derivatives, Capital Markets, Investments, Asset Managment, Investment Strategies, Bloomberg, Bonds, Financial Analysis, Financial Modeling, Fixed Income Analysis, Trading, Asset Management, Valuation, Mutual Funds, Asset Allocation
Education
CFA Institute
Chartered Financial Analyst
University of the Punjab, Lahore 1997 — 1998
MA, Political Sciences
Allama Iqbal Open University 1995 — 1997
MBA
University of the Punjab, Lahore 1993 — 1995
LLB, Legislative Law
AEGON Capital Management January 2013 - Present
Aegon Capital Management September 2009 - December 2012
AEGON Capital Management September 2005 - August 2009
AEGON Canada / Transamerica February 2003 - August 2005
CIBC World Markets September 2000 - February 2003
Skills
Portfolio Management, Fixed Income, Credit Analysis, Derivatives, Capital Markets, Investments, Asset Managment, Investment Strategies, Bloomberg, Bonds, Financial Analysis, Financial Modeling, Fixed Income Analysis, Trading, Asset Management, Valuation, Mutual Funds, Asset Allocation
Education
CFA Institute
Chartered Financial Analyst
University of the Punjab, Lahore 1997 — 1998
MA, Political Sciences
Allama Iqbal Open University 1995 — 1997
MBA
University of the Punjab, Lahore 1993 — 1995
LLB, Legislative Law
Michael Choe's CIBC World Markets Experience May 2014 - August 2014
Job Student at New York University Leonard N. Stern School of Business
Industry Financial Services
Experience
CIBC World Markets May 2014 - August 2014
GNK Holding May 2013 - August 2013
Students Offering Support May 2012 - August 2012
Nexus Vanguard June 2011 - August 2011
Skills
Time Management, Financial Accounting, Critical Thinking, Economics, Teamwork, PowerPoint, Microsoft Excel, Leadership
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science, Business (Concentration in Finance and Management)
Upper Canada College 2005 — 2011
International Baccalaureate Diploma
CIBC World Markets May 2014 - August 2014
GNK Holding May 2013 - August 2013
Students Offering Support May 2012 - August 2012
Nexus Vanguard June 2011 - August 2011
Skills
Time Management, Financial Accounting, Critical Thinking, Economics, Teamwork, PowerPoint, Microsoft Excel, Leadership
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science, Business (Concentration in Finance and Management)
Upper Canada College 2005 — 2011
International Baccalaureate Diploma
Yevgeniy Epelman Yevgeniy Epelman's CIBC World Markets Experience March 2009 - Present
Job Director Human Resources at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets March 2009 - Present
Huxley Banking & Financial Services February 2004 - March 2009
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
Bachelor's degree, Psychology
CIBC World Markets March 2009 - Present
Huxley Banking & Financial Services February 2004 - March 2009
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
Bachelor's degree, Psychology
Neela Prasad Neela Prasad's CIBC World Markets Experience June 2004 - April 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
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
Tom Sepenzis Tom Sepenzis's CIBC World Markets Experience June 2000 - June 2002
Job Vice President, Northland Capital Markets
Industry Banking
Experience
Northland Securities June 2011 - Present
AnalystVision January 2010 - Present
Ascension Pictures July 2007 - January 2010
AAU January 2005 - June 2007
ThinkEquity LLC May 2002 - September 2004
CIBC World Markets June 2000 - June 2002
Piper Jaffray September 1997 - June 2000
Skills
Investment Banking, Corporate Development, Equity Research, Equities, Venture Capital, Private Equity, Valuation, Financial Modeling, Mergers, Corporate Finance, Investments, Due Diligence, Investor Relations, Marketing Research, Capital Markets, Mergers & Acquisitions, Start-ups
Education
New York University 1988 — 1992
BA, Psychology, English
Phillips Academy 1985 — 1988
English, English, Theatre
Academy of Art University 2005 — 2007
MFA - Film, Directing, Producing
Eaglebrook School 1983 — 1985
N/A, N/A
Northland Securities June 2011 - Present
AnalystVision January 2010 - Present
Ascension Pictures July 2007 - January 2010
AAU January 2005 - June 2007
ThinkEquity LLC May 2002 - September 2004
CIBC World Markets June 2000 - June 2002
Piper Jaffray September 1997 - June 2000
Skills
Investment Banking, Corporate Development, Equity Research, Equities, Venture Capital, Private Equity, Valuation, Financial Modeling, Mergers, Corporate Finance, Investments, Due Diligence, Investor Relations, Marketing Research, Capital Markets, Mergers & Acquisitions, Start-ups
Education
New York University 1988 — 1992
BA, Psychology, English
Phillips Academy 1985 — 1988
English, English, Theatre
Academy of Art University 2005 — 2007
MFA - Film, Directing, Producing
Eaglebrook School 1983 — 1985
N/A, N/A
Jennifer Kuang Jennifer Kuang's CIBC World Markets Experience July 2006 - April 2007
Job
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation April 2014 - Present
Barclays February 2013 - April 2014
Morgan Stanley September 2011 - February 2013
Lehman Brothers Holdings Inc. April 2007 - December 2010
CIBC WORLD MARKETS July 2006 - April 2007
Education
Baruch College 1995 — 2000
BBA, Finance and Investment
Sumitomo Mitsui Banking Corporation April 2014 - Present
Barclays February 2013 - April 2014
Morgan Stanley September 2011 - February 2013
Lehman Brothers Holdings Inc. April 2007 - December 2010
CIBC WORLD MARKETS July 2006 - April 2007
Education
Baruch College 1995 — 2000
BBA, Finance and Investment
Violet Gjidoda's CIBC World Markets Experience April 1999 - June 2001
Job Retired
Industry Fine Art
Experience
CJR Fine Arts June 2004 - December 2013
Jacuzzi Brands October 2003 - June 2004
Credit Suisse June 2001 - August 2003
CIBC World Markets April 1999 - June 2001
CLT Research Associates, Inc. January 1998 - May 1999
American Stock Exchange March 1997 - January 1998
Research International 1995 - 1997
Skills
Project Management, Business Analysis, Customer Service, Marketing Strategy, Microsoft Excel, Microsoft Office, Analysis, Strategic Planning, Market Research, Business Strategy, Team Leadership, Program Management, Change Management, Photoshop, Research, Team Building, Management, Social Media, Teamwork, Leadership, CRM, Entrepreneurship, Strategy, Marketing
Education
City University of New York-Baruch College
BBA
CJR Fine Arts June 2004 - December 2013
Jacuzzi Brands October 2003 - June 2004
Credit Suisse June 2001 - August 2003
CIBC World Markets April 1999 - June 2001
CLT Research Associates, Inc. January 1998 - May 1999
American Stock Exchange March 1997 - January 1998
Research International 1995 - 1997
Skills
Project Management, Business Analysis, Customer Service, Marketing Strategy, Microsoft Excel, Microsoft Office, Analysis, Strategic Planning, Market Research, Business Strategy, Team Leadership, Program Management, Change Management, Photoshop, Research, Team Building, Management, Social Media, Teamwork, Leadership, CRM, Entrepreneurship, Strategy, Marketing
Education
City University of New York-Baruch College
BBA
Atif Ayub Atif Ayub's CIBC World Markets Experience 2012 - Present
Job Director at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets 2012 - Present
Scotiabank Global Banking and Markets 2012 - 2012
UBS Investment Bank 2010 - 2011
KASB Bank 2009 - 2010
Self Employed Consultant 2008 - 2009
UBS Investment Bank 2004 - 2008
Habib American Bank 2001 - 2004
Skills
Structured Finance, Securitization, Leveraged Finance, CDO, CLO, Valuation, Trade Finance, International Finance, Supply Chain Management, Documentary Credit, ICC Regulations, Risk Management, Letters of Credit, Capital Markets, Alternative Investments, Bonds, Private Equity, Strategy, Treasury
Education
Investment Banking Institute 2008 — 2008
CPE, Financial Modeling
New Jersey Institute of Technology 2000 — 2001
MS, Management
North West Frontier Province University of Engineering and Technology 1995 — 1999
BS, Mechanical Engineering
CIBC World Markets 2012 - Present
Scotiabank Global Banking and Markets 2012 - 2012
UBS Investment Bank 2010 - 2011
KASB Bank 2009 - 2010
Self Employed Consultant 2008 - 2009
UBS Investment Bank 2004 - 2008
Habib American Bank 2001 - 2004
Skills
Structured Finance, Securitization, Leveraged Finance, CDO, CLO, Valuation, Trade Finance, International Finance, Supply Chain Management, Documentary Credit, ICC Regulations, Risk Management, Letters of Credit, Capital Markets, Alternative Investments, Bonds, Private Equity, Strategy, Treasury
Education
Investment Banking Institute 2008 — 2008
CPE, Financial Modeling
New Jersey Institute of Technology 2000 — 2001
MS, Management
North West Frontier Province University of Engineering and Technology 1995 — 1999
BS, Mechanical Engineering
Bob Mathers Bob Mathers's CIBC World Markets Experience January 1996 - October 2002
Job Program / Project Manager (Independent Contractor) at Nomura Securities US
Industry Information Technology and Services
Experience
Nomura Securities August 2011 - December 2012
CS Technology November 2009 - April 2011
Guardian Life Insurance January 2003 - September 2009
CIBC World Markets January 1996 - October 2002
Cowen and Company January 1970 - April 1996
Skills
ITIL, Disaster Recovery, IT Management, Information Technology, IT Strategy, Virtualization, Integration, Program Management, Vendor Management, Sybase, IT Service Management, Visio, Document Management, Project Management, Data Center, Service Delivery, Infrastructure, Business Process..., Resource Management, Change Management, PMO, Business Process Design, Outsourcing, SDLC, Incident Management, Business Continuity, Project Delivery, Process Improvement, MS Project, Project Planning, Financial Services, Business Process, Data Migration, Risk Management, Strategic Planning, Business Intelligence, Trading Systems, Release Management, PMP, Management Consulting, Governance, Software Project..., Professional Services, Security, Team Leadership, Requirements Gathering, Business Analysis, IT Operations, Cloud Computing, Project Portfolio...
Education
City University of New York-Baruch College
Nomura Securities August 2011 - December 2012
CS Technology November 2009 - April 2011
Guardian Life Insurance January 2003 - September 2009
CIBC World Markets January 1996 - October 2002
Cowen and Company January 1970 - April 1996
Skills
ITIL, Disaster Recovery, IT Management, Information Technology, IT Strategy, Virtualization, Integration, Program Management, Vendor Management, Sybase, IT Service Management, Visio, Document Management, Project Management, Data Center, Service Delivery, Infrastructure, Business Process..., Resource Management, Change Management, PMO, Business Process Design, Outsourcing, SDLC, Incident Management, Business Continuity, Project Delivery, Process Improvement, MS Project, Project Planning, Financial Services, Business Process, Data Migration, Risk Management, Strategic Planning, Business Intelligence, Trading Systems, Release Management, PMP, Management Consulting, Governance, Software Project..., Professional Services, Security, Team Leadership, Requirements Gathering, Business Analysis, IT Operations, Cloud Computing, Project Portfolio...
Education
City University of New York-Baruch College
Richard Tullo Richard Tullo's CIBC World Markets Experience March 1999 - September 2001
Job Senior Financial Analyst
Industry Financial Services
Experience
Albert Fried and Company March 2009 - Present
Sidoti and Company July 2006 - July 2008
Providence Capital September 2001 - March 2005
CIBC World Markets March 1999 - September 2001
Hambrecht & Quist 1997 - 1999
Cowen and Company 1991 - 1997
Skills
Valuation, Financial Analysis, Mergers, Cash Flow, Trading Systems, Corporate Governance, Financial Forecasting, Capital Structure, Modeling, Equities, Due Diligence, Hedge Funds, Trading, Budgeting, Institutional, Cash, Fixed Income Trading, Financial Modeling, Private Equity, Fixed Income, Derivatives, Corporate Finance, Debt, Investments, Forecasting, Portfolio Management, Asset Management, Venture Capital, Alternative Investments, Strategic Planning, Investment Banking, Restructuring, Electronic Trading, Options, DCF, Capital Markets, Business Planning, IPO, Global Macro
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
MBA, Finance and Econometrics
New York University 1987 — 1990
BS, Economics
Monsignor Farrell
Regents, College Prep
Albert Fried and Company March 2009 - Present
Sidoti and Company July 2006 - July 2008
Providence Capital September 2001 - March 2005
CIBC World Markets March 1999 - September 2001
Hambrecht & Quist 1997 - 1999
Cowen and Company 1991 - 1997
Skills
Valuation, Financial Analysis, Mergers, Cash Flow, Trading Systems, Corporate Governance, Financial Forecasting, Capital Structure, Modeling, Equities, Due Diligence, Hedge Funds, Trading, Budgeting, Institutional, Cash, Fixed Income Trading, Financial Modeling, Private Equity, Fixed Income, Derivatives, Corporate Finance, Debt, Investments, Forecasting, Portfolio Management, Asset Management, Venture Capital, Alternative Investments, Strategic Planning, Investment Banking, Restructuring, Electronic Trading, Options, DCF, Capital Markets, Business Planning, IPO, Global Macro
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
MBA, Finance and Econometrics
New York University 1987 — 1990
BS, Economics
Monsignor Farrell
Regents, College Prep
Linda Liem Linda Liem's CIBC World Markets Experience 2002 - 2003
Job Manager Client Strategies at RBC
Industry Management Consulting
Experience
RBC December 2013 - Present
RBC Royal Bank November 2010 - December 2013
Optimus Consulting Group February 2010 - November 2010
PricewaterhouseCoopers LLP December 2008 - December 2009
TD Securities September 2005 - August 2007
TD Securities March 2004 - September 2005
CIBC World Markets 2002 - 2003
Skills
Financial Modeling, Financial Analysis, Business Intelligence, Finance, Capital Markets, Restructuring, Business Strategy, Portfolio Management
Education
Ivey Business School at Western University 2007 — 2008
MBA
Norwegian School of Management 1999 — 1999
McMaster University
Honours Bachelor of Commerce
St.Joseph's Morrow Park
RBC December 2013 - Present
RBC Royal Bank November 2010 - December 2013
Optimus Consulting Group February 2010 - November 2010
PricewaterhouseCoopers LLP December 2008 - December 2009
TD Securities September 2005 - August 2007
TD Securities March 2004 - September 2005
CIBC World Markets 2002 - 2003
Skills
Financial Modeling, Financial Analysis, Business Intelligence, Finance, Capital Markets, Restructuring, Business Strategy, Portfolio Management
Education
Ivey Business School at Western University 2007 — 2008
MBA
Norwegian School of Management 1999 — 1999
McMaster University
Honours Bachelor of Commerce
St.Joseph's Morrow Park
Griffin Peloso's CIBC World Markets Experience December 2013 - May 2014
Job LLB Candidate at The University of Edinburgh
Industry Higher Education
Experience
Scotiabank June 2014 - September 2015
Scotiabank June 2014 - September 2015
CIBC World Markets December 2013 - May 2014
Toronto Cricket Skating and Curling Club April 2011 - September 2013
Metro Inc. October 2008 - August 2010
Wanless Park Community Tennis Club September 2006 - September 2008
Skills
Teamwork, Customer Service, Time Management, Leadership, Social Media, Microsoft Excel, Microsoft Office, Event Management, PowerPoint, Marketing, Problem Solving, Strategic Planning, Research, Microsoft Word, Retail, Event Planning, Coaching, Investments, Mutual Funds, Credit Scoring, Retail Banking, Bridge Loans, Student Loans, Credit Analysis, Refinance, Financial Risk..., Commercial Banking, Small Business Lending, Portfolio Management, Relationship Management
Education
University of Edinburgh Law School 2015 — 2017
Juris Doctor (J.D.), Law
Humber College 2013 — 2014
Postgraduate Certificate, Financial Planning and Services, Honours
University of Guelph 2009 — 2013
Undergraduate, History & Political Science
Lawrence Park Collegiate Institute 2006 — 2009
Ontario Scholar
De La Salle
Scotiabank June 2014 - September 2015
Scotiabank June 2014 - September 2015
CIBC World Markets December 2013 - May 2014
Toronto Cricket Skating and Curling Club April 2011 - September 2013
Metro Inc. October 2008 - August 2010
Wanless Park Community Tennis Club September 2006 - September 2008
Skills
Teamwork, Customer Service, Time Management, Leadership, Social Media, Microsoft Excel, Microsoft Office, Event Management, PowerPoint, Marketing, Problem Solving, Strategic Planning, Research, Microsoft Word, Retail, Event Planning, Coaching, Investments, Mutual Funds, Credit Scoring, Retail Banking, Bridge Loans, Student Loans, Credit Analysis, Refinance, Financial Risk..., Commercial Banking, Small Business Lending, Portfolio Management, Relationship Management
Education
University of Edinburgh Law School 2015 — 2017
Juris Doctor (J.D.), Law
Humber College 2013 — 2014
Postgraduate Certificate, Financial Planning and Services, Honours
University of Guelph 2009 — 2013
Undergraduate, History & Political Science
Lawrence Park Collegiate Institute 2006 — 2009
Ontario Scholar
De La Salle
Boakye Prempeh, CFA's CIBC World Markets Experience October 2003 - August 2005
Job Vice President at HSBC Securities Inc
Industry Financial Services
Experience
HSBC Securities Inc October 2005 - Present
CIBC World Markets October 2003 - August 2005
Lehman Brothers January 2001 - October 2003
Skills
Hedge Funds, Fund Of Funds, Fixed Income, Equities, Bonds, Trading, Back Office, Wealth Management, Derivatives, Capital Markets, Alternative Investments, Bloomberg, Structured Products, Securities, Swaps, Valuation, Financial Services, Equity Derivatives, FX Options
Education
Baruch College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Presbytarian Boys Secondary School 1988 — 1995
GCE A Levels, Science
HSBC Securities Inc October 2005 - Present
CIBC World Markets October 2003 - August 2005
Lehman Brothers January 2001 - October 2003
Skills
Hedge Funds, Fund Of Funds, Fixed Income, Equities, Bonds, Trading, Back Office, Wealth Management, Derivatives, Capital Markets, Alternative Investments, Bloomberg, Structured Products, Securities, Swaps, Valuation, Financial Services, Equity Derivatives, FX Options
Education
Baruch College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Presbytarian Boys Secondary School 1988 — 1995
GCE A Levels, Science
Vlada Dekina Vlada Dekina's CIBC World Markets Experience August 1998 - August 2001
Job VicePresident, Energy & Project Finance, Credit Risk Management at CIBC
Industry Banking
Experience
CIBC August 2001 - Present
CIBC World Markets August 1998 - August 2001
Skills
Capital Markets, Credit Risk, Project Finance, Credit, Energy, Credit Analysis, Banking, Corporate Finance, Financial Analysis, Risk Management
Education
York University - Schulich School of Business 1997 — 1998
MBA, Majors in Finance and Accounting
Khabarovsk State Academy of Economics and Law
B. Economins, Honours, Economics and International Accounting
CIBC August 2001 - Present
CIBC World Markets August 1998 - August 2001
Skills
Capital Markets, Credit Risk, Project Finance, Credit, Energy, Credit Analysis, Banking, Corporate Finance, Financial Analysis, Risk Management
Education
York University - Schulich School of Business 1997 — 1998
MBA, Majors in Finance and Accounting
Khabarovsk State Academy of Economics and Law
B. Economins, Honours, Economics and International Accounting
Alexandros Vassiliadis Alexandros Vassiliadis's CIBC World Markets Experience March 2001 - November 2002
Job Head of Client Reporting at Ramius LLC
Industry Financial Services
Experience
Ramius Alternative Solutions LLC March 2014 - Present
Morgan Stanley January 2005 - October 2013
Oppenheimer & Co. December 2002 - July 2004
CIBC World Markets March 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Equities, Asset Management, Asset Allocation, Investments, Financial Markets, Alternative Investments, Private Equity, Financial Risk, Finance, Analysis, High Net Worth..., Bloomberg, Hedge Funds, Derivatives, Management
Education
Campus Arts & Sciences Athens, Greece 1998 — 2000
Accounting and Business/Management
City University of New York-Baruch College
Finance, General
Ramius Alternative Solutions LLC March 2014 - Present
Morgan Stanley January 2005 - October 2013
Oppenheimer & Co. December 2002 - July 2004
CIBC World Markets March 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Equities, Asset Management, Asset Allocation, Investments, Financial Markets, Alternative Investments, Private Equity, Financial Risk, Finance, Analysis, High Net Worth..., Bloomberg, Hedge Funds, Derivatives, Management
Education
Campus Arts & Sciences Athens, Greece 1998 — 2000
Accounting and Business/Management
City University of New York-Baruch College
Finance, General
Wolfgang Cauchy Wolfgang Cauchy's CIBC World Markets Experience September 2011 - Present
Job Director, Quantitative Analysis at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets September 2011 - Present
Credit Agricole CIB - New York / Hong Kong / London November 2008 - August 2011
Crédit Agricole CIB March 2008 - November 2008
Crédit Agricole CIB January 2008 - March 2008
Société Générale Corporate & Investment Banking - Paris April 2007 - August 2007
Dassault Systemes - Paris October 2006 - March 2007
Jaybeam Wireless - UK June 2006 - August 2006
Skills
Quantitative Analytics, Commodity, Equity Derivatives, Options, Commodity Risk..., Trading Systems, VBA, Quantitative Research, Commodity Pricing, Financial Engineering, Natural Gas Trading, Oil Trading, Power Trading, Precious Metals, Entrepreneurship, Large-scale Data..., Backtesting, C#, C++, Python, Microsoft SQL Server, Risk Management, Investment Banking
Education
Certificate in Quantitative Finance 2010 — 2011
CQF, Paul Wilmott's Certification
Ecole centrale d'Electronique 2003 — 2008
MSc, IT & Finance
Université de Montréal - Ecole polytechnique de Montréal 2007 — 2007
MSc
Conservatoire National des Arts et Métiers 2006 — 2007
Evening Courses, Finance
Conservatoire National des Arts et Métiers 2006 — 2006
Project Management & Engineering
Staffordshire University 2005 — 2005
Diploma, IT, Electronics, Maths
Lycee St Pierre 1996 — 2003
CIBC World Markets September 2011 - Present
Credit Agricole CIB - New York / Hong Kong / London November 2008 - August 2011
Crédit Agricole CIB March 2008 - November 2008
Crédit Agricole CIB January 2008 - March 2008
Société Générale Corporate & Investment Banking - Paris April 2007 - August 2007
Dassault Systemes - Paris October 2006 - March 2007
Jaybeam Wireless - UK June 2006 - August 2006
Skills
Quantitative Analytics, Commodity, Equity Derivatives, Options, Commodity Risk..., Trading Systems, VBA, Quantitative Research, Commodity Pricing, Financial Engineering, Natural Gas Trading, Oil Trading, Power Trading, Precious Metals, Entrepreneurship, Large-scale Data..., Backtesting, C#, C++, Python, Microsoft SQL Server, Risk Management, Investment Banking
Education
Certificate in Quantitative Finance 2010 — 2011
CQF, Paul Wilmott's Certification
Ecole centrale d'Electronique 2003 — 2008
MSc, IT & Finance
Université de Montréal - Ecole polytechnique de Montréal 2007 — 2007
MSc
Conservatoire National des Arts et Métiers 2006 — 2007
Evening Courses, Finance
Conservatoire National des Arts et Métiers 2006 — 2006
Project Management & Engineering
Staffordshire University 2005 — 2005
Diploma, IT, Electronics, Maths
Lycee St Pierre 1996 — 2003
Azam Raza Syed Azam Raza Syed's CIBC World Markets Experience April 2005 - August 2008
Job Senior Oracle DBA at TD
Industry Information Technology and Services
Experience
TD October 2013 - Present
Loblaw Companies Limited July 2013 - October 2013
Hewlett-Packard August 2012 - May 2013
IBM Canada Ltd. November 2010 - July 2012
Sears 2011 - 2011
IBM Canada Ltd. May 2010 - November 2010
RIM BlackBerry November 2009 - April 2010
Rogers Communications September 2008 - October 2009
CIBC World Markets April 2005 - August 2008
Digital Processing Systems March 2003 - March 2005
Skills
Databases, Disaster Recovery, Data Warehousing, Solaris, Oracle RAC, Oracle, HP-UX, Performance Tuning, Microsoft SQL Server, PL/SQL, SQL Tuning, Unix, Oracle Enterprise..., Database Administration, High Availability
Education
ORACLE University, Mississauga 2009 — 2009
ORACLE 10g RAC
Humber College 2007 — 2007
Certificate, Oracle 10g Certified Professional training
Seneca College of Applied Arts and Technology 2007 — 2007
certificate, SQL server 2000 Administration training
Destech 2006 — 2006
Certificate, Oracle 10g RAC training
International Islamic University 1997 — 1999
M.sc, Computer Science
TD October 2013 - Present
Loblaw Companies Limited July 2013 - October 2013
Hewlett-Packard August 2012 - May 2013
IBM Canada Ltd. November 2010 - July 2012
Sears 2011 - 2011
IBM Canada Ltd. May 2010 - November 2010
RIM BlackBerry November 2009 - April 2010
Rogers Communications September 2008 - October 2009
CIBC World Markets April 2005 - August 2008
Digital Processing Systems March 2003 - March 2005
Skills
Databases, Disaster Recovery, Data Warehousing, Solaris, Oracle RAC, Oracle, HP-UX, Performance Tuning, Microsoft SQL Server, PL/SQL, SQL Tuning, Unix, Oracle Enterprise..., Database Administration, High Availability
Education
ORACLE University, Mississauga 2009 — 2009
ORACLE 10g RAC
Humber College 2007 — 2007
Certificate, Oracle 10g Certified Professional training
Seneca College of Applied Arts and Technology 2007 — 2007
certificate, SQL server 2000 Administration training
Destech 2006 — 2006
Certificate, Oracle 10g RAC training
International Islamic University 1997 — 1999
M.sc, Computer Science
Bob Bek, CFA's CIBC World Markets Experience 1993 - Present
Job Managing Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets 1993 - Present
Skills
Capital Markets, Due Diligence, Equities, Equity Research, Equity Trading, Financial Modeling, Investment Banking, Valuation
Education
University of Toronto - Rotman School of Management 1991 — 1993
MBA, Finance
Bethany College 1983 — 1987
BA, History/English
CIBC World Markets 1993 - Present
Skills
Capital Markets, Due Diligence, Equities, Equity Research, Equity Trading, Financial Modeling, Investment Banking, Valuation
Education
University of Toronto - Rotman School of Management 1991 — 1993
MBA, Finance
Bethany College 1983 — 1987
BA, History/English
Allison Connery Green, MBA's CIBC World Markets Experience April 1995 - June 1996
Job Sales Associate at Heritage House Sotheby's International Realty
Industry Real Estate
Experience
Heritage House Sotheby's International Realty September 2013 - Present
Merrill Lynch March 2004 - April 2008
Prudential Financial June 1999 - March 2004
Deutsche Bank December 1996 - June 1999
Lehman Brothers June 1996 - December 1996
CIBC World Markets April 1995 - June 1996
Paine Webber July 1988 - April 1995
Skills
Derivatives, Valuation, Start-ups, P&L, Fixed Income, Back Office, Front Office, Trading, Middle Office, Excel, Word, PowerPoint, Equities, Database Management, Process Improvement, Website Management, Structured Products, Microsoft Excel, Hedging
Education
Monmouth University 2004 — 2009
MBA, Hess Business School
Rutgers University-New Brunswick 2003 — 2004
Mini-MBA, Business Executive Certificate Program
Albright College 1984 — 1988
BS - Accounting, Finance, Investments
St. Marys/Raritan Bay Catholic Prep 1980 — 1984
High School, College Prep - Honors
Heritage House Sotheby's International Realty September 2013 - Present
Merrill Lynch March 2004 - April 2008
Prudential Financial June 1999 - March 2004
Deutsche Bank December 1996 - June 1999
Lehman Brothers June 1996 - December 1996
CIBC World Markets April 1995 - June 1996
Paine Webber July 1988 - April 1995
Skills
Derivatives, Valuation, Start-ups, P&L, Fixed Income, Back Office, Front Office, Trading, Middle Office, Excel, Word, PowerPoint, Equities, Database Management, Process Improvement, Website Management, Structured Products, Microsoft Excel, Hedging
Education
Monmouth University 2004 — 2009
MBA, Hess Business School
Rutgers University-New Brunswick 2003 — 2004
Mini-MBA, Business Executive Certificate Program
Albright College 1984 — 1988
BS - Accounting, Finance, Investments
St. Marys/Raritan Bay Catholic Prep 1980 — 1984
High School, College Prep - Honors
Gaurav Mehta, CFA's CIBC World Markets Experience 2004 - 2004
Job Equity Research Analyst REITs & Lodging at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald May 2015 - Present
Cantor Fitzgerald December 2011 - April 2015
FBR May 2010 - November 2011
Atlantis Investment May 2005 - September 2009
CIBC World Markets 2004 - 2004
Standard & Poor's August 2002 - December 2002
Skills
DCF, Investment Management, Finance, Banking, Asset Allocation, REIT, Fundamental Analysis, CMBS, Acquisitions, Commercial Real Estate, Value Investing, DCF Valuation, Equity Research, Equity Capital Markets
Education
Delhi University
Bachelor of Commerce (BCom)
Fordham Gabelli School of Business
MBA, Finance
Institute of Hotel Management
Hospitality Administration/Management
Cantor Fitzgerald May 2015 - Present
Cantor Fitzgerald December 2011 - April 2015
FBR May 2010 - November 2011
Atlantis Investment May 2005 - September 2009
CIBC World Markets 2004 - 2004
Standard & Poor's August 2002 - December 2002
Skills
DCF, Investment Management, Finance, Banking, Asset Allocation, REIT, Fundamental Analysis, CMBS, Acquisitions, Commercial Real Estate, Value Investing, DCF Valuation, Equity Research, Equity Capital Markets
Education
Delhi University
Bachelor of Commerce (BCom)
Fordham Gabelli School of Business
MBA, Finance
Institute of Hotel Management
Hospitality Administration/Management
Paul LaHiff Paul LaHiff's CIBC World Markets Experience September 1981 - December 1999
Job Senior Lender at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management January 2014 - Present
US Trust, Bank of America Wealth Management April 2013 - December 2013
First Niagara Bank September 2011 - April 2013
JPMorgan February 2000 - July 2011
CIBC World Markets September 1981 - December 1999
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Boston College 1976 — 1980
BA, Economics
BNY Mellon Wealth Management January 2014 - Present
US Trust, Bank of America Wealth Management April 2013 - December 2013
First Niagara Bank September 2011 - April 2013
JPMorgan February 2000 - July 2011
CIBC World Markets September 1981 - December 1999
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Boston College 1976 — 1980
BA, Economics
Brent Rector Brent Rector's CIBC World Markets Experience January 2011 - Present
Job Director Institutional Equity Sales at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets January 2011 - Present
RBC Capital Markets January 2008 - January 2011
RBC Capital Markets July 2006 - January 2008
Diamax Information Systems November 2001 - July 2003
Davnet March 2001 - August 2001
Cannect Communications June 2000 - February 2001
eBridge Software January 2000 - May 2000
Diamax Information Systems January 1999 - January 2000
Skills
Bloomberg, Structured Products, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Capital Markets, Securitization, Fixed Income, Sales, Corporate Finance, Trading Systems, Equity Research, Strategy, Hedge Funds, Valuation, Derivatives, Equities, Finance, Securities, Private Equity, Options, Asset Management, Equity Trading, Trading, Financial Analysis, Series 7, Financial Modeling, Investment Banking, Investments, Bonds
Education
University of Toronto - Rotman School of Management 2004 — 2006
MBA
Bishop's University 1992 — 1998
Bsc, Biology
CIBC World Markets January 2011 - Present
RBC Capital Markets January 2008 - January 2011
RBC Capital Markets July 2006 - January 2008
Diamax Information Systems November 2001 - July 2003
Davnet March 2001 - August 2001
Cannect Communications June 2000 - February 2001
eBridge Software January 2000 - May 2000
Diamax Information Systems January 1999 - January 2000
Skills
Bloomberg, Structured Products, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Capital Markets, Securitization, Fixed Income, Sales, Corporate Finance, Trading Systems, Equity Research, Strategy, Hedge Funds, Valuation, Derivatives, Equities, Finance, Securities, Private Equity, Options, Asset Management, Equity Trading, Trading, Financial Analysis, Series 7, Financial Modeling, Investment Banking, Investments, Bonds
Education
University of Toronto - Rotman School of Management 2004 — 2006
MBA
Bishop's University 1992 — 1998
Bsc, Biology
Daniel Hoffiz Daniel Hoffiz's CIBC World Markets Experience February 1996 - October 1997
Job Senior Director, Capital Markets
Industry Renewables & Environment
Experience
OneRoof Energy, Inc. January 2015 - Present
National Health Finance September 2012 - June 2014
Wattel and York September 2008 - September 2012
Center for Sensory Integration July 2004 - August 2012
Bank of America March 1998 - June 2004
Bank of America (NationsBank) - Leasing March 1998 - June 2004
Bank of America Leasing & Capital 1998 - 2004
CIBC February 1996 - October 1997
CIBC World Markets February 1996 - October 1997
Citibank June 1994 - February 1996
Skills
Financial Structuring, Legal Research, Corporate Law, Legal Writing, Due Diligence, Securitization, Private Equity, Joint Ventures, Accounts Receivable, Asian Business, Japanese market, Pharmaceutical Law, Structured Finance, Aircraft Leasing, Leasing, Lease Administration, Lease Negotiations, Lease Documentation, Lease Financing, Lease Options, Trials, Leveraged Finance, Legal Advice, Corporate Governance, Real Estate, Finance, Leases, Creditors' Rights, Arbitration, Securities Regulation, Litigation Management, Personal Injury, Acquisitions, Commercial Litigation, Intellectual Property, Trusts, Licensing, Legal Assistance, Mergers & Acquisitions, Management, Capital Markets, Corporate Finance
Education
Arizona State University College of Law 1986 — 1989
J.D., Law
University of Michigan 1978 — 1982
B.A., Asian Studies, Japanese Language Concentration
OneRoof Energy, Inc. January 2015 - Present
National Health Finance September 2012 - June 2014
Wattel and York September 2008 - September 2012
Center for Sensory Integration July 2004 - August 2012
Bank of America March 1998 - June 2004
Bank of America (NationsBank) - Leasing March 1998 - June 2004
Bank of America Leasing & Capital 1998 - 2004
CIBC February 1996 - October 1997
CIBC World Markets February 1996 - October 1997
Citibank June 1994 - February 1996
Skills
Financial Structuring, Legal Research, Corporate Law, Legal Writing, Due Diligence, Securitization, Private Equity, Joint Ventures, Accounts Receivable, Asian Business, Japanese market, Pharmaceutical Law, Structured Finance, Aircraft Leasing, Leasing, Lease Administration, Lease Negotiations, Lease Documentation, Lease Financing, Lease Options, Trials, Leveraged Finance, Legal Advice, Corporate Governance, Real Estate, Finance, Leases, Creditors' Rights, Arbitration, Securities Regulation, Litigation Management, Personal Injury, Acquisitions, Commercial Litigation, Intellectual Property, Trusts, Licensing, Legal Assistance, Mergers & Acquisitions, Management, Capital Markets, Corporate Finance
Education
Arizona State University College of Law 1986 — 1989
J.D., Law
University of Michigan 1978 — 1982
B.A., Asian Studies, Japanese Language Concentration
Gabriela Cott Gabriela Cott's CIBC World Markets Experience September 2000 - December 2006
Job
Industry Human Resources
Experience
Bank of America July 2012 - Present
Bank of America August 2009 - July 2012
MERRILL LYNCH June 2007 - August 2009
MARSH & MCLENNAN March 2007 - June 2007
CIBC World Markets September 2000 - December 2006
COLGATE-PALMOLIVE ROMANIA March 1997 - October 1999
PEPSI - COLA ROMANIA October 1995 - March 1997
Automatica - Romania June 1989 - October 1993
Skills
Human Resources, HRIS, Employee Relations, PeopleSoft, Project Management, Recruiting, Business Analysis, Analysis, Payroll, SDLC, Cognos, Management, Crystal Reports, User Acceptance Testing, Troubleshooting, Data Quality, Data Integration, Hyperion Enterprise, Program Management, Software Documentation, Budgets, Oracle, Training, Vendor Management, Change Management, Performance Management, Executive Pay, Talent Management, Hyperion, Project Implementation, Tableau
Education
1983 — 1989
B.S., Civil Engineering
Bank of America July 2012 - Present
Bank of America August 2009 - July 2012
MERRILL LYNCH June 2007 - August 2009
MARSH & MCLENNAN March 2007 - June 2007
CIBC World Markets September 2000 - December 2006
COLGATE-PALMOLIVE ROMANIA March 1997 - October 1999
PEPSI - COLA ROMANIA October 1995 - March 1997
Automatica - Romania June 1989 - October 1993
Skills
Human Resources, HRIS, Employee Relations, PeopleSoft, Project Management, Recruiting, Business Analysis, Analysis, Payroll, SDLC, Cognos, Management, Crystal Reports, User Acceptance Testing, Troubleshooting, Data Quality, Data Integration, Hyperion Enterprise, Program Management, Software Documentation, Budgets, Oracle, Training, Vendor Management, Change Management, Performance Management, Executive Pay, Talent Management, Hyperion, Project Implementation, Tableau
Education
1983 — 1989
B.S., Civil Engineering
Lu Qiao Lu Qiao's CIBC World Markets Experience January 2012 - Present
Job Application Consultant at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets January 2012 - Present
RBC Capital Markets January 2011 - December 2011
Bank of Montreal September 2008 - February 2011
Skills
C++, C#, Interest Rate..., Capital Markets, SDLC, Unix, Credit Risk, Market Risk, Business Analysis, Equity Derivatives, SQL, FX Options, Derivatives, Fixed Income, .NET, Microsoft SQL Server, Trading, Commodity, Equity Trading
Education
McMaster University 2007 — 2008
Master
Beijing Jiaotong University 2002 — 2006
Bachelor
ren da fu zhong
CIBC World Markets January 2012 - Present
RBC Capital Markets January 2011 - December 2011
Bank of Montreal September 2008 - February 2011
Skills
C++, C#, Interest Rate..., Capital Markets, SDLC, Unix, Credit Risk, Market Risk, Business Analysis, Equity Derivatives, SQL, FX Options, Derivatives, Fixed Income, .NET, Microsoft SQL Server, Trading, Commodity, Equity Trading
Education
McMaster University 2007 — 2008
Master
Beijing Jiaotong University 2002 — 2006
Bachelor
ren da fu zhong
Domenico Spadola Domenico Spadola's CIBC World Markets Experience October 1993 - June 1998
Job Custody Asset Service Analyst at HSBC
Industry Banking
Experience
HSBC Global Banking and Markets November 2014 - Present
Commerzbank AG February 2005 - September 2014
TD Waterhouse June 1998 - February 2005
CIBC World Markets October 1993 - June 1998
Skills
International Corporate..., Domestic Corporate..., International Dividends..., Domestic Dividends..., Knowledge of Excel and..., Banking, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Bloomberg, Investment Banking, Risk Management, Financial Services, Securities
Education
Iona College 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Borough of Manhattan Community College 1987 — 1989
Associate's degree, Accounting
HSBC Global Banking and Markets November 2014 - Present
Commerzbank AG February 2005 - September 2014
TD Waterhouse June 1998 - February 2005
CIBC World Markets October 1993 - June 1998
Skills
International Corporate..., Domestic Corporate..., International Dividends..., Domestic Dividends..., Knowledge of Excel and..., Banking, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Bloomberg, Investment Banking, Risk Management, Financial Services, Securities
Education
Iona College 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Borough of Manhattan Community College 1987 — 1989
Associate's degree, Accounting
Sergey Prygaev Sergey Prygaev's CIBC World Markets Experience October 2010 - June 2013
Job Senior Consultant Global Equities Trading Technology Solutions at TD
Industry Information Technology and Services
Experience
TD July 2015 - Present
TMX Group March 2014 - June 2015
TD June 2013 - February 2014
CIBC World Markets October 2010 - June 2013
Infinium Capital May 2008 - October 2010
Skills
Trading Systems, Electronic Trading, Market Data, Equity Trading, JIRA, Quality Assurance, Equities, Low Latency, FIX, Test Planning, E-Verify, SDLC, Options, Test Automation, Regression Testing, Routing, Risk Management, Testing, Smart Order Routing, Equity Derivatives, Exchange Connectivity, FIX Protocol, Multithreading, Agile Methodologies, VeriFIX, FPGA, SQL, Ultra Low Latency, Onboarding, AutoIt, RMS, Connectivity Solutions, API Testing, Derivatives
Education
Budapest University of Technology and Economics 1996 — 1998
Master of Science, Mechanical Engineering, Major in Robotics
Moscow State Technological University "Stankin" 1992 — 1996
Bachelor’s Degree, Information Technology, Manufacturing Automation
TD July 2015 - Present
TMX Group March 2014 - June 2015
TD June 2013 - February 2014
CIBC World Markets October 2010 - June 2013
Infinium Capital May 2008 - October 2010
Skills
Trading Systems, Electronic Trading, Market Data, Equity Trading, JIRA, Quality Assurance, Equities, Low Latency, FIX, Test Planning, E-Verify, SDLC, Options, Test Automation, Regression Testing, Routing, Risk Management, Testing, Smart Order Routing, Equity Derivatives, Exchange Connectivity, FIX Protocol, Multithreading, Agile Methodologies, VeriFIX, FPGA, SQL, Ultra Low Latency, Onboarding, AutoIt, RMS, Connectivity Solutions, API Testing, Derivatives
Education
Budapest University of Technology and Economics 1996 — 1998
Master of Science, Mechanical Engineering, Major in Robotics
Moscow State Technological University "Stankin" 1992 — 1996
Bachelor’s Degree, Information Technology, Manufacturing Automation
Anton Bystrov Anton Bystrov's CIBC World Markets Experience June 2007 - Present
Job Director, Cap Markets Product control at CIBC World Markets
Industry Banking
Experience
CIBC World Markets June 2007 - Present
CIBC November 2005 - June 2007
Guta Bank April 1999 - November 2001
Inkombank 1993 - 1998
Skills
Derivatives, Fixed Income, Investment Banking, Capital Markets, Equities, FX Options, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Market Risk, Corporate Finance, Financial Risk
Education
York University - Schulich School of Business 2003 — 2005
MBA, Finance
Baltic State Technical University "VOENMEH" named after D.F. Ustinov 1985 — 1991
Bachelor of Science, Aerospace, Aeronautical and Astronautical Engineering
CIBC World Markets June 2007 - Present
CIBC November 2005 - June 2007
Guta Bank April 1999 - November 2001
Inkombank 1993 - 1998
Skills
Derivatives, Fixed Income, Investment Banking, Capital Markets, Equities, FX Options, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Market Risk, Corporate Finance, Financial Risk
Education
York University - Schulich School of Business 2003 — 2005
MBA, Finance
Baltic State Technical University "VOENMEH" named after D.F. Ustinov 1985 — 1991
Bachelor of Science, Aerospace, Aeronautical and Astronautical Engineering
Manuel, Bino Manuel, Bino's CIBC World Markets Experience January 2011 - March 2012
Job Senior Developer at RBC Capital Markets
Industry Computer Software
Experience
RBC Capital Markets March 2012 - Present
CIBC World Markets January 2011 - March 2012
CIBC World Markets June 2007 - January 2011
Verizon Data Services June 2005 - March 2007
Assyst March 2004 - April 2005
Skills
C#, .NET, ASP.NET, Microsoft SQL Server, Web Services, WCF, XML, SDLC, LINQ, Agile Methodologies, VB.NET, Silverlight, Visual Studio, SQL, AJAX, JavaScript, SOAP, ASP.NET MVC, SSRS, Crystal Reports, SSIS
Education
Bharathiar University 1999 — 2002
MCA
University of Calicut 1996 — 1999
BSc
RBC Capital Markets March 2012 - Present
CIBC World Markets January 2011 - March 2012
CIBC World Markets June 2007 - January 2011
Verizon Data Services June 2005 - March 2007
Assyst March 2004 - April 2005
Skills
C#, .NET, ASP.NET, Microsoft SQL Server, Web Services, WCF, XML, SDLC, LINQ, Agile Methodologies, VB.NET, Silverlight, Visual Studio, SQL, AJAX, JavaScript, SOAP, ASP.NET MVC, SSRS, Crystal Reports, SSIS
Education
Bharathiar University 1999 — 2002
MCA
University of Calicut 1996 — 1999
BSc
Susan Hall Susan Hall's CIBC World Markets Experience July 1995 - December 2002
Job Part Time Studies Coordinator, Instructor, Financial Management, BCIT
Industry Banking
Experience
BCIT August 2014 - Present
TEC Canada 2008 - Present
3PM Partners January 2003 - Present
Hockey Education Reaching Out Society (HEROS) 2007 - December 2014
TD Bank Group November 2011 - May 2013
TELUS July 2007 - September 2008
TELUS May 2005 - July 2007
CIBC World Markets July 1995 - December 2002
CIBC Wood Gundy May 1989 - July 1995
Skills
Investments, Wealth Management, Non-profits, Business Strategy, Strategy Development, New Business Development, Strategic Planning, Customer Relations, Capital Markets, Fixed Income, Philanthropy, Public Speaking, Strategy, Nonprofits, Financial Markets, Governance, Portfolio Management, Banking, Management Consulting, Financial Services, Leadership, Entrepreneurship, Customer Service, Risk Management, Leadership Development, Start-ups, Mergers & Acquisitions, Marketing, CRM, Asset Management, Marketing Strategy, Change Management, Trading, Executive Management, Management, Securities, Sales, Business Planning, Venture Capital, Finance, Relationship Management, Team Leadership, Financial Risk, Equities, Corporate Finance, Financial Analysis
Education
Boston University 2004 — 2006
M.Sc, Banking and Financial Services Management
CFA Society 1990 — 1993
CFA
Queen's University 1981 — 1985
BA Honours, Economics and Political Studies
BCIT August 2014 - Present
TEC Canada 2008 - Present
3PM Partners January 2003 - Present
Hockey Education Reaching Out Society (HEROS) 2007 - December 2014
TD Bank Group November 2011 - May 2013
TELUS July 2007 - September 2008
TELUS May 2005 - July 2007
CIBC World Markets July 1995 - December 2002
CIBC Wood Gundy May 1989 - July 1995
Skills
Investments, Wealth Management, Non-profits, Business Strategy, Strategy Development, New Business Development, Strategic Planning, Customer Relations, Capital Markets, Fixed Income, Philanthropy, Public Speaking, Strategy, Nonprofits, Financial Markets, Governance, Portfolio Management, Banking, Management Consulting, Financial Services, Leadership, Entrepreneurship, Customer Service, Risk Management, Leadership Development, Start-ups, Mergers & Acquisitions, Marketing, CRM, Asset Management, Marketing Strategy, Change Management, Trading, Executive Management, Management, Securities, Sales, Business Planning, Venture Capital, Finance, Relationship Management, Team Leadership, Financial Risk, Equities, Corporate Finance, Financial Analysis
Education
Boston University 2004 — 2006
M.Sc, Banking and Financial Services Management
CFA Society 1990 — 1993
CFA
Queen's University 1981 — 1985
BA Honours, Economics and Political Studies
Peiyao Ma Peiyao Ma's CIBC World Markets Experience July 2015 - Present
Job Analyst at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets July 2015 - Present
CIBC June 2014 - August 2014
Jiangsu High-Tech Investment Group(Govtor Capital) June 2012 - August 2012
Columbia University 2012 - 2012
Let's Get Ready October 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, English, Economics, Data Analysis, Research, Microsoft Word, Microsoft Office, Mandarin, Financial Modeling
Education
Barnard College 2011 — 2015
Bachelor of Arts (B.A.)
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
Nanjing Foreign Language School
CIBC World Markets July 2015 - Present
CIBC June 2014 - August 2014
Jiangsu High-Tech Investment Group(Govtor Capital) June 2012 - August 2012
Columbia University 2012 - 2012
Let's Get Ready October 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, English, Economics, Data Analysis, Research, Microsoft Word, Microsoft Office, Mandarin, Financial Modeling
Education
Barnard College 2011 — 2015
Bachelor of Arts (B.A.)
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
Nanjing Foreign Language School
Steve Knot, CFA Steve Knot, CFA's CIBC World Markets Experience August 2007 - July 2008
Job Senior Analyst, Portfolio Management at National Bank Financial
Industry Financial Services
Experience
National Bank Financial June 2011 - Present
National Bank Direct Brokerage September 2010 - June 2011
National Bank Securities July 2008 - September 2010
CIBC World Markets August 2007 - July 2008
Skills
Mutual Funds, Equities, Investments, Financial Markets, Finance, Fixed Income, Derivatives, Portfolio Management, Wealth Management, Options, Asset Allocation, Trading, Financial Analysis, Securities, Equity Research, Investment Strategies
Education
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Canadian Securities Institute 2008 — 2008
Canadian Practices Handbook
Bishop's University 2004 — 2006
B.B.A., Finance
National Bank Financial June 2011 - Present
National Bank Direct Brokerage September 2010 - June 2011
National Bank Securities July 2008 - September 2010
CIBC World Markets August 2007 - July 2008
Skills
Mutual Funds, Equities, Investments, Financial Markets, Finance, Fixed Income, Derivatives, Portfolio Management, Wealth Management, Options, Asset Allocation, Trading, Financial Analysis, Securities, Equity Research, Investment Strategies
Education
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Canadian Securities Institute 2008 — 2008
Canadian Practices Handbook
Bishop's University 2004 — 2006
B.B.A., Finance
Bob(Bharat) Bushan Bob(Bharat) Bushan's CIBC World Markets Experience 2003 - 2005
Job DBA at Ontario Incorporated
Industry Computer Software
Experience
SANSUN SOFTWARE INC 2009 - Present
BMO 2012 - 2013
CIBC World Markets 2003 - 2005
Skills
High Availability, Replication, SQL Tuning, Data Warehousing, Performance Tuning
Education
Birla Institute of Technology
MS, SYSTEMS
Delhi College of Engineering
BE, Electrical
SANSUN SOFTWARE INC 2009 - Present
BMO 2012 - 2013
CIBC World Markets 2003 - 2005
Skills
High Availability, Replication, SQL Tuning, Data Warehousing, Performance Tuning
Education
Birla Institute of Technology
MS, SYSTEMS
Delhi College of Engineering
BE, Electrical
Anne Atcheson's CIBC World Markets Experience October 1997 - October 2001
Job A & S Technical Services Inc.
Industry Executive Office
Experience
A & S Technical Services February 2011 - Present
ole Rights Management April 2009 - March 2011
Lawrence Asset Management March 2007 - February 2009
Accenture (Consulting) February 2005 - February 2007
TD Securities January 2002 - February 2005
CIBC World Markets October 1997 - October 2001
Skills
Event Planning, Event Management, Public Relations, Project Management, Office Administration, Customer Service, Coaching, Leadership, Outlook, CRM, Time Management, Project Planning, Social Media, Microsoft Office, Process Improvement, Marketing, Vendor Management, Training, Proactive self-starter, Proofreading, Personal Assistant, Budgets, Corporate..., Research, Office Operations, Minute Taking, Relationship building, Travel Arrangements, Brokerage, Self-driven, Corporate Communications, Supply Chain, Interviews, Strategic Planning, Hospitality, Social Networking, HTML, Management, Human Resources, Marketing Communications
Education
Sprott Shaw College
Associates Degree/Business Administration Diploma
George Brown College
Food & Beverage Management Diploma
Le Cordon Bleu Paris
Culinary Arts
Association of Certified Anti-Money Laundering Specialists, Miami, Florida 2015 — 2015
Certified Anti-Money Laundering Specialist
A & S Technical Services February 2011 - Present
ole Rights Management April 2009 - March 2011
Lawrence Asset Management March 2007 - February 2009
Accenture (Consulting) February 2005 - February 2007
TD Securities January 2002 - February 2005
CIBC World Markets October 1997 - October 2001
Skills
Event Planning, Event Management, Public Relations, Project Management, Office Administration, Customer Service, Coaching, Leadership, Outlook, CRM, Time Management, Project Planning, Social Media, Microsoft Office, Process Improvement, Marketing, Vendor Management, Training, Proactive self-starter, Proofreading, Personal Assistant, Budgets, Corporate..., Research, Office Operations, Minute Taking, Relationship building, Travel Arrangements, Brokerage, Self-driven, Corporate Communications, Supply Chain, Interviews, Strategic Planning, Hospitality, Social Networking, HTML, Management, Human Resources, Marketing Communications
Education
Sprott Shaw College
Associates Degree/Business Administration Diploma
George Brown College
Food & Beverage Management Diploma
Le Cordon Bleu Paris
Culinary Arts
Association of Certified Anti-Money Laundering Specialists, Miami, Florida 2015 — 2015
Certified Anti-Money Laundering Specialist
Benita Wilson's CIBC World Markets Experience March 2005 - February 2006
Job Executive Assistant at Greater New York Hospital Association
Industry Hospital & Health Care
Experience
Greater New York Hospital Association May 2015 - Present
The Estee Lauder Companies Inc. February 2013 - May 2015
The Estee Lauder Companies Inc. November 2010 - February 2013
Estee Lauder, NA April 2010 - November 2010
New York City Health and Hospitals Corporation October 2009 - March 2010
UBS Investment Bank March 2006 - May 2009
CIBC World Markets March 2005 - February 2006
M. Luca & Associates February 2003 - February 2005
Castle Harlan March 2001 - January 2003
Education
Berkeley College of New York 2005 — 2007
BBA, Business Administration
Borough of Manhattan Community College 1985 — 2000
Associate, Arts; Business Administration
Greater New York Hospital Association May 2015 - Present
The Estee Lauder Companies Inc. February 2013 - May 2015
The Estee Lauder Companies Inc. November 2010 - February 2013
Estee Lauder, NA April 2010 - November 2010
New York City Health and Hospitals Corporation October 2009 - March 2010
UBS Investment Bank March 2006 - May 2009
CIBC World Markets March 2005 - February 2006
M. Luca & Associates February 2003 - February 2005
Castle Harlan March 2001 - January 2003
Education
Berkeley College of New York 2005 — 2007
BBA, Business Administration
Borough of Manhattan Community College 1985 — 2000
Associate, Arts; Business Administration
Ana Maris's CIBC World Markets Experience February 2001 - March 2006
Job VP, Head of Ops and Admin at Rabobank Canada
Industry Banking
Experience
Rabobank North America Wholesale April 2006 - Present
CIBC World Markets February 2001 - March 2006
National Bank of Greece June 1996 - February 2001
Skills
Banking, Loans, Credit Risk, Operations Management, Strategic Planning, Corporate Social..., Financial Services, Compliance, Credit, Corporate Credit..., Financial Reporting, ACBS, SAP, Syndications, Internal Audit, SWIFT Payments, Retail Banking, Corporate Finance, Risk Management, Financial Analysis, Portfolio Management, Financial Risk, Investment Banking, Credit Analysis
Education
Centennial College School of Business 1993 — 1995
Business Administration, Business Administration and Management, General
Rabobank North America Wholesale April 2006 - Present
CIBC World Markets February 2001 - March 2006
National Bank of Greece June 1996 - February 2001
Skills
Banking, Loans, Credit Risk, Operations Management, Strategic Planning, Corporate Social..., Financial Services, Compliance, Credit, Corporate Credit..., Financial Reporting, ACBS, SAP, Syndications, Internal Audit, SWIFT Payments, Retail Banking, Corporate Finance, Risk Management, Financial Analysis, Portfolio Management, Financial Risk, Investment Banking, Credit Analysis
Education
Centennial College School of Business 1993 — 1995
Business Administration, Business Administration and Management, General
Andrew Lazarus Andrew Lazarus's CIBC World Markets Experience 1997 - 2002
Job Chief Financial Officer Commercial Solutions at BAE Systems Applied Intelligence
Industry Computer Software
Experience
BAE Systems Applied Intelligence December 2014 - Present
SilverSky 2009 - December 2014
Genesys Conferencing 2002 - 2008
CIBC World Markets 1997 - 2002
GKN Securities 1994 - 1997
Banc of America Securities 1993 - 1994
Fidelity Investments 1987 - 1991
Skills
Due Diligence, Start-ups, Executive Management, Private Equity, Strategy, Corporate Development, Financial Analysis, Accounting, Restructuring, Business Strategy, Financial Modeling, Forecasting, Risk Management, Financial Reporting, Strategic Partnerships, Business Development, Equities, Venture Capital, Sarbanes-Oxley Act, Treasury, Performance Turnaround, International Business, SaaS, Cloud Computing
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Babson College 1983 — 1987
BS, Accounting & Finance
BAE Systems Applied Intelligence December 2014 - Present
SilverSky 2009 - December 2014
Genesys Conferencing 2002 - 2008
CIBC World Markets 1997 - 2002
GKN Securities 1994 - 1997
Banc of America Securities 1993 - 1994
Fidelity Investments 1987 - 1991
Skills
Due Diligence, Start-ups, Executive Management, Private Equity, Strategy, Corporate Development, Financial Analysis, Accounting, Restructuring, Business Strategy, Financial Modeling, Forecasting, Risk Management, Financial Reporting, Strategic Partnerships, Business Development, Equities, Venture Capital, Sarbanes-Oxley Act, Treasury, Performance Turnaround, International Business, SaaS, Cloud Computing
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Babson College 1983 — 1987
BS, Accounting & Finance
Maureen Hladky Maureen Hladky's CIBC World Markets Experience 1994 - 2001
Job Senior Analyst at Analytical Research
Industry Investment Management
Experience
Analytical Research July 2011 - Present
Pioneer Alternative Investments 2002 - 2010
Momentum Asset Management 2001 - 2002
CIBC World Markets 1994 - 2001
Skills
Hedge Funds, Equities, Investor Relations, Asset Management, Portfolio Management, Alternative Investments, Bloomberg, Fund Of Funds, Capital Markets, Operational Due..., Mutual Funds, Due Diligence, Investments, Investment Management
Education
Adelphi University
Bachelor of Science, Management & Communications
stephane lods
Analytical Research July 2011 - Present
Pioneer Alternative Investments 2002 - 2010
Momentum Asset Management 2001 - 2002
CIBC World Markets 1994 - 2001
Skills
Hedge Funds, Equities, Investor Relations, Asset Management, Portfolio Management, Alternative Investments, Bloomberg, Fund Of Funds, Capital Markets, Operational Due..., Mutual Funds, Due Diligence, Investments, Investment Management
Education
Adelphi University
Bachelor of Science, Management & Communications
stephane lods
Sol Rose Sol Rose's CIBC World Markets Experience August 2006 - March 2008
Job Vice President Commercial Real Estate Underwriter at Banco Santander
Industry Real Estate
Experience
Santander Real Estate Capital May 2010 - Present
Various 2008 - 2010
CIBC World Markets August 2006 - March 2008
Merrill Lynch April 2004 - July 2006
Deutsche Bank April 2001 - March 2004
GE Capital April 2000 - January 2001
KPMG March 1995 - March 2000
Skills
Corporate Real Estate, Due Diligence, Leases, Financial Modeling, Appraisal, Valuation, Financial Analysis, Tenant, DCF, Real Estate Investment, Appraisals, Process Improvement, Real Estate Transactions, Real Estate Negotiation, Debt, Underwriting, CMBS, Project Management, Business Process..., Commercial Real Estate, Real Estate, Investment Properties, Commercial Lending, Mortgage Lending, Portfolio Management, Loans, Structured Finance, Finance, Credit, Loan Origination, Risk Management, Securitization, Real Estate Economics, Commercial Mortgages, Credit Risk, Disposition, Financial Structuring
Education
Appraisal Institute 1991 — 1996
Former CT State Certified General Apprasier (commercial)
City University of New York-Baruch College 1988 — 1990
BBA, Economics
Santander Real Estate Capital May 2010 - Present
Various 2008 - 2010
CIBC World Markets August 2006 - March 2008
Merrill Lynch April 2004 - July 2006
Deutsche Bank April 2001 - March 2004
GE Capital April 2000 - January 2001
KPMG March 1995 - March 2000
Skills
Corporate Real Estate, Due Diligence, Leases, Financial Modeling, Appraisal, Valuation, Financial Analysis, Tenant, DCF, Real Estate Investment, Appraisals, Process Improvement, Real Estate Transactions, Real Estate Negotiation, Debt, Underwriting, CMBS, Project Management, Business Process..., Commercial Real Estate, Real Estate, Investment Properties, Commercial Lending, Mortgage Lending, Portfolio Management, Loans, Structured Finance, Finance, Credit, Loan Origination, Risk Management, Securitization, Real Estate Economics, Commercial Mortgages, Credit Risk, Disposition, Financial Structuring
Education
Appraisal Institute 1991 — 1996
Former CT State Certified General Apprasier (commercial)
City University of New York-Baruch College 1988 — 1990
BBA, Economics
Daniel Xulin Zhao's CIBC World Markets Experience February 2013 - September 2013
Job Contractor at CIBC
Industry Financial Services
Experience
CIBC March 2015 - Present
Scotiabank April 2014 - March 2015
Scotia iTRADE September 2013 - March 2014
CIBC World Markets February 2013 - September 2013
Scotiabank March 2011 - January 2013
TRxCARE November 2010 - March 2011
IBM Centers for Advanced Studies May 2006 - September 2006
Sina Corporation April 2004 - June 2005
Skills
Relational Databases, Web Services, Banking, SOA, Unix, Spring, SQL, WebSphere Application..., Object Oriented Design, Design Patterns, CVS, Tortoise SVN, ClearCase, MySQL, Java, Eclipse, Hibernate, JDBC, Tomcat, JBoss Application Server, JSP, Java EE 5 & 6, EJB, Subversion, Software Design, UML, Servlets, JUnit, Weblogic, DB2, Java Enterprise Edition, XSLT, JMS, SOAP, Software Development, Test Driven Development, XML, Websphere, Databases, Oracle, AJAX, Agile Methodologies, Sybase, Web Applications, Solaris, JPA, JSF, REST, Microsoft SQL Server, Spring Framework
Education
Learning Tree International 2013 — 2013
Java Enterprise Edition: Integrating JSF, EJB and JPA
CSI Global Education 2011 — 2011
CSC, Canadian Securities Course, 83%
Queen's University 2005 — 2010
Ph.D., Computer science
Beihang University 2001 — 2004
Master, Computer science
Shandong University 1997 — 2001
Bachelor, Computer science
CIBC March 2015 - Present
Scotiabank April 2014 - March 2015
Scotia iTRADE September 2013 - March 2014
CIBC World Markets February 2013 - September 2013
Scotiabank March 2011 - January 2013
TRxCARE November 2010 - March 2011
IBM Centers for Advanced Studies May 2006 - September 2006
Sina Corporation April 2004 - June 2005
Skills
Relational Databases, Web Services, Banking, SOA, Unix, Spring, SQL, WebSphere Application..., Object Oriented Design, Design Patterns, CVS, Tortoise SVN, ClearCase, MySQL, Java, Eclipse, Hibernate, JDBC, Tomcat, JBoss Application Server, JSP, Java EE 5 & 6, EJB, Subversion, Software Design, UML, Servlets, JUnit, Weblogic, DB2, Java Enterprise Edition, XSLT, JMS, SOAP, Software Development, Test Driven Development, XML, Websphere, Databases, Oracle, AJAX, Agile Methodologies, Sybase, Web Applications, Solaris, JPA, JSF, REST, Microsoft SQL Server, Spring Framework
Education
Learning Tree International 2013 — 2013
Java Enterprise Edition: Integrating JSF, EJB and JPA
CSI Global Education 2011 — 2011
CSC, Canadian Securities Course, 83%
Queen's University 2005 — 2010
Ph.D., Computer science
Beihang University 2001 — 2004
Master, Computer science
Shandong University 1997 — 2001
Bachelor, Computer science
Vladimir Voronov Vladimir Voronov's CIBC World Markets Experience June 2006 - July 2008
Job Risk Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2015 - Present
Alphadyne Asset Management July 2008 - July 2015
CIBC World Markets June 2006 - July 2008
Baruch College, Student Academic Consulting Center (SACC) September 2003 - May 2006
Skills
Fixed Income, Equity Derivatives, Market Risk, VAR, Volatility, Linux, Derivatives, Commodity, Quantitative Finance, Mathematics, Probability, Statistics, Statistical Modeling, Regression Analysis, Microsoft Excel, Bloomberg, Reuters 3000, RediPlus, FX Derivatives, Credit Derivatives, Commodity Markets, Greeks, Portfolio Optimization, Stress Testing, Black-Scholes, Macroeconomics, VBA, C++, C#, Java, JavaScript, Python, PHP, R, SQL, Monte Carlo Simulation, Regular Expressions, Text Mining, SVM, Financial Risk, Portfolio Management, Financial Engineering
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MS/MFE, Applied Math for Finance
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance and Investments
Federal Reserve Bank of New York July 2015 - Present
Alphadyne Asset Management July 2008 - July 2015
CIBC World Markets June 2006 - July 2008
Baruch College, Student Academic Consulting Center (SACC) September 2003 - May 2006
Skills
Fixed Income, Equity Derivatives, Market Risk, VAR, Volatility, Linux, Derivatives, Commodity, Quantitative Finance, Mathematics, Probability, Statistics, Statistical Modeling, Regression Analysis, Microsoft Excel, Bloomberg, Reuters 3000, RediPlus, FX Derivatives, Credit Derivatives, Commodity Markets, Greeks, Portfolio Optimization, Stress Testing, Black-Scholes, Macroeconomics, VBA, C++, C#, Java, JavaScript, Python, PHP, R, SQL, Monte Carlo Simulation, Regular Expressions, Text Mining, SVM, Financial Risk, Portfolio Management, Financial Engineering
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MS/MFE, Applied Math for Finance
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance and Investments
Bill Clarke Bill Clarke's CIBC World Markets Experience 1994 - 1997
Job Chief Financial Officer at Valet Waste, LLC (a New Mountain Capital company)
Industry Consumer Services
Experience
Valet Waste, LLC (a New Mountain Capital company) July 2011 - Present
Apptis, Inc. (a New Mountain Capital company) February 2007 - July 2011
UBS 2005 - 2007
CIBC World Markets 1994 - 1997
Education
State University of New York at Binghamton 2000 — 2002
M.B.A., Finance
State University of New York at Buffalo - School of Management 1997 — 2000
B.S.B.A., Finance
Valet Waste, LLC (a New Mountain Capital company) July 2011 - Present
Apptis, Inc. (a New Mountain Capital company) February 2007 - July 2011
UBS 2005 - 2007
CIBC World Markets 1994 - 1997
Education
State University of New York at Binghamton 2000 — 2002
M.B.A., Finance
State University of New York at Buffalo - School of Management 1997 — 2000
B.S.B.A., Finance
Raina Gandhi Raina Gandhi's CIBC World Markets Experience July 2002 - August 2002
Job Associate Director, Market Readiness and Employment at Wake Forest University
Industry Higher Education
Experience
Wake Forest University May 2015 - Present
BNP Paribas May 2003 - May 2004
CIBC World Markets July 2002 - August 2002
JPMorgan Chase & Co. July 2000 - July 2001
Self Employed Women's Association (SEWA) January 2000 - May 2000
CASHPOR Financial and Technical Services October 1999 - December 1999
Chase Securities Inc. July 1997 - August 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Strategy, Public Speaking, Career Development, Admissions Counseling, Career Strategist, Resume Writing, Interviews, Leadership Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Finance, Management and Entrepreneurship
Barnard College 1993 — 1997
Bachelor’s Degree, Major - Political Economy, Minor - Psychology
The London School of Economics and Political Science (LSE) 1995 — 1996
General Course, Economics
WWPHS
WWPHS
WWPHS
Wake Forest University May 2015 - Present
BNP Paribas May 2003 - May 2004
CIBC World Markets July 2002 - August 2002
JPMorgan Chase & Co. July 2000 - July 2001
Self Employed Women's Association (SEWA) January 2000 - May 2000
CASHPOR Financial and Technical Services October 1999 - December 1999
Chase Securities Inc. July 1997 - August 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Strategy, Public Speaking, Career Development, Admissions Counseling, Career Strategist, Resume Writing, Interviews, Leadership Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Finance, Management and Entrepreneurship
Barnard College 1993 — 1997
Bachelor’s Degree, Major - Political Economy, Minor - Psychology
The London School of Economics and Political Science (LSE) 1995 — 1996
General Course, Economics
WWPHS
WWPHS
WWPHS
Lucian Gadau's CIBC World Markets Experience 2003 - 2005
Job Senior Software Engineer at Dynamic Credit Partners
Industry Information Technology and Services
Experience
Dynamic Credit Partners September 2013 - Present
Single Entry Point Marketing June 2012 - Present
Canada Pension Plan Investment Board August 2009 - April 2012
Maritz March 2009 - July 2009
KPMG July 2008 - November 2008
RBC Dexia Investor Services November 2007 - June 2008
RBC June 2005 - July 2007
CIBC World Markets 2003 - 2005
Pi Media August 2002 - November 2002
Microforum Inc. March 2000 - July 2002
Skills
T-SQL, C#, XML, Web Services, SQL Server, ASP.NET, WCF, VB.NET, .NET, ETL, Visual Studio, ADO.NET, SQL, SSIS, Web Applications, Database Design, Architecture, Requirements Analysis, SSRS, Business Intelligence, LINQ, HTML, Visual Basic, JavaScript, VBScript, SOA, Microsoft SQL Server, Software Development, ASP.NET MVC, WPF
Education
Universitatea „Dunărea de Jos” din Galați 1987 — 1992
Bachelor of Science (BS)
Dynamic Credit Partners September 2013 - Present
Single Entry Point Marketing June 2012 - Present
Canada Pension Plan Investment Board August 2009 - April 2012
Maritz March 2009 - July 2009
KPMG July 2008 - November 2008
RBC Dexia Investor Services November 2007 - June 2008
RBC June 2005 - July 2007
CIBC World Markets 2003 - 2005
Pi Media August 2002 - November 2002
Microforum Inc. March 2000 - July 2002
Skills
T-SQL, C#, XML, Web Services, SQL Server, ASP.NET, WCF, VB.NET, .NET, ETL, Visual Studio, ADO.NET, SQL, SSIS, Web Applications, Database Design, Architecture, Requirements Analysis, SSRS, Business Intelligence, LINQ, HTML, Visual Basic, JavaScript, VBScript, SOA, Microsoft SQL Server, Software Development, ASP.NET MVC, WPF
Education
Universitatea „Dunărea de Jos” din Galați 1987 — 1992
Bachelor of Science (BS)
Victoria Coughlin Victoria Coughlin's CIBC World Markets Experience May 2007 - 2008
Job Associate Director, Financial AnalystTechnology Finance at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2008 - Present
Oppenheimer & Co. Inc. May 2008 - Present
CIBC World Markets May 2007 - 2008
Skills
Finance, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Management, Equities, Banking, Budgets, Accruals, Financial Services, Financial Planning, Corporate Finance, Microsoft Office, Customer Service, Variance Analysis, IT, Mergers, Strategic Planning, Asset Management, Microsoft Excel
Education
The University of New Mexico 2002 — 2006
Bachelor of Arts (B.A.), Economics
Arizona State University 2004 — 2005
Economics
University of Arizona 2003 — 2004
Accounting
Albuquerque High School 1998 — 2002
Diploma
Oppenheimer & Co. Inc. May 2008 - Present
Oppenheimer & Co. Inc. May 2008 - Present
CIBC World Markets May 2007 - 2008
Skills
Finance, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Management, Equities, Banking, Budgets, Accruals, Financial Services, Financial Planning, Corporate Finance, Microsoft Office, Customer Service, Variance Analysis, IT, Mergers, Strategic Planning, Asset Management, Microsoft Excel
Education
The University of New Mexico 2002 — 2006
Bachelor of Arts (B.A.), Economics
Arizona State University 2004 — 2005
Economics
University of Arizona 2003 — 2004
Accounting
Albuquerque High School 1998 — 2002
Diploma
Steven Strom Steven Strom's CIBC World Markets Experience September 2002 - March 2006
Job Senior Managing Director and Founder at Odinbrook Global Advisors LLC
Industry Financial Services
Experience
Odinbrook Global Advisors May 2014 - Present
Jefferies LLC March 2006 - April 2014
CIBC World Markets September 2002 - March 2006
Berenson Minella 2002 - 2002
Chanin Capital Partners 1997 - 2002
Hamilton Partners 1993 - 1996
Chemical Bank 1986 - 1993
Procter & Gamble May 1985 - August 1985
Skills
Restructuring, LBO, Leveraged Finance, High Yield, Private Equity, Investment Banking, Special Situations, Capital Markets, Valuation, Management, Business Valuation, Hedge Funds, Mezzanine, Corporate Finance, Financial Structuring, Due Diligence, Private Placements, Financial Modeling, Alternative Investments, Investments, Debt Restructuring, Mergers & Acquisitions, Fixed Income, Equities, Structured Finance, Corporate Development, Venture Capital, Capital Structure, IPO, Risk Management, Securities, M&A experience, Asset Management, Emerging Markets, Equity Valuation, Investor Relations, Recapitalizations, Bonds, Derivatives, Structured Products, Business Strategy, Finance, Portfolio Management, Equity Research, Credit Derivatives, Bloomberg, Trading, Capital Raising, DCF, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Arizona State University, W. P. Carey School of Business 1981 — 1984
BS, Finance
Odinbrook Global Advisors May 2014 - Present
Jefferies LLC March 2006 - April 2014
CIBC World Markets September 2002 - March 2006
Berenson Minella 2002 - 2002
Chanin Capital Partners 1997 - 2002
Hamilton Partners 1993 - 1996
Chemical Bank 1986 - 1993
Procter & Gamble May 1985 - August 1985
Skills
Restructuring, LBO, Leveraged Finance, High Yield, Private Equity, Investment Banking, Special Situations, Capital Markets, Valuation, Management, Business Valuation, Hedge Funds, Mezzanine, Corporate Finance, Financial Structuring, Due Diligence, Private Placements, Financial Modeling, Alternative Investments, Investments, Debt Restructuring, Mergers & Acquisitions, Fixed Income, Equities, Structured Finance, Corporate Development, Venture Capital, Capital Structure, IPO, Risk Management, Securities, M&A experience, Asset Management, Emerging Markets, Equity Valuation, Investor Relations, Recapitalizations, Bonds, Derivatives, Structured Products, Business Strategy, Finance, Portfolio Management, Equity Research, Credit Derivatives, Bloomberg, Trading, Capital Raising, DCF, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Arizona State University, W. P. Carey School of Business 1981 — 1984
BS, Finance
Kevin Cordella's CIBC World Markets Experience July 2012 - April 2014
Job Analyst, Debt Capital Markets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
CIBC World Markets July 2012 - April 2014
CIBC World Markets June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
Boston College - Carroll School of Management 2008 — 2012
Finance, International Studies for Management
J.P. Morgan May 2014 - Present
CIBC World Markets July 2012 - April 2014
CIBC World Markets June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
Boston College - Carroll School of Management 2008 — 2012
Finance, International Studies for Management
Frank McDonagh's CIBC World Markets Experience February 2015 - Present
Job AML Analyst at CIBC
Industry Financial Services
Experience
CIBC World Markets February 2015 - Present
U.S. Bank July 2013 - February 2015
Solid Benefit Guidance January 2012 - July 2013
Naurshaun Swim Club August 2011 - June 2013
Kaplan Test Prep and Admissions May 2012 - May 2013
City of Binghamton September 2012 - December 2012
Skills
Microsoft Office, International Business, Conversational Italian, Conversational Spanish, Global Business..., Market Analysis, Economic Research, PowerPoint, Social Media, Spanish, Economics, Finance, Teamwork
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts in Economics, History Minor, Economics, Senior
Scoula Lorenzo de' Medici 2011 — 2011
Italian, Global Business, History
CIBC World Markets February 2015 - Present
U.S. Bank July 2013 - February 2015
Solid Benefit Guidance January 2012 - July 2013
Naurshaun Swim Club August 2011 - June 2013
Kaplan Test Prep and Admissions May 2012 - May 2013
City of Binghamton September 2012 - December 2012
Skills
Microsoft Office, International Business, Conversational Italian, Conversational Spanish, Global Business..., Market Analysis, Economic Research, PowerPoint, Social Media, Spanish, Economics, Finance, Teamwork
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts in Economics, History Minor, Economics, Senior
Scoula Lorenzo de' Medici 2011 — 2011
Italian, Global Business, History
Christopher Bagley Christopher Bagley's CIBC World Markets Experience 1999 - 2001
Job IT Consultant
Industry Information Technology and Services
Experience
Evolution Networks, Inc. May 2002 - Present
Teleco South Florida June 2010 - May 2012
Williamson McAree Investment Partners January 2003 - August 2009
RxStrategies July 2003 - 2005
Tiger Management July 2001 - July 2003
CIBC World Markets 1999 - 2001
Skills
Microsoft Exchange, Security, Cloud Computing, Project Management, Data Center, Windows, Vendor Management, Databases, Access, VMware, Salesforce.com, Wireless Networking, Cisco Routers, SQL, Citrix, TigerPaw, Autotask, meraki, Network Administration, Hedge Funds
Education
Barry University 1997 — 1998
MBA, Information Technology
SUNY Stony Brook 1994 — 1996
Bachelor of Business Administration (BBA), Accounting and Computer Science
SUNY Delhi 1990 — 1992
Associate's degree, Accounting and Finance
Evolution Networks, Inc. May 2002 - Present
Teleco South Florida June 2010 - May 2012
Williamson McAree Investment Partners January 2003 - August 2009
RxStrategies July 2003 - 2005
Tiger Management July 2001 - July 2003
CIBC World Markets 1999 - 2001
Skills
Microsoft Exchange, Security, Cloud Computing, Project Management, Data Center, Windows, Vendor Management, Databases, Access, VMware, Salesforce.com, Wireless Networking, Cisco Routers, SQL, Citrix, TigerPaw, Autotask, meraki, Network Administration, Hedge Funds
Education
Barry University 1997 — 1998
MBA, Information Technology
SUNY Stony Brook 1994 — 1996
Bachelor of Business Administration (BBA), Accounting and Computer Science
SUNY Delhi 1990 — 1992
Associate's degree, Accounting and Finance
Hongwei (David) Wang Hongwei (David) Wang's CIBC World Markets Experience May 2013 - Present
Job Business Consultant at CIBC World Markets
Industry Banking
Experience
CIBC World Markets May 2013 - Present
TD Bank Group June 2007 - May 2013
China Construction Bank July 1992 - July 2003
Skills
Derivatives, Fixed Income, Calypso, VBA, Unix, Oracle SQL, Unix Shell Scripting, Java, Regression Testing, MKS Integrity, Microsoft Office, SDLC, Solaris, Linux, Finance, Business Analysis, Rates, Cash, CVS, Back Office, Business Requirements, Capital Markets, Credit Derivatives, Market Risk, Testing, Trading, Bonds, Interest Rate..., Middle Office, FX Options, SQL, Equity Derivatives
Education
Taiyuan University of Science and Technology 1988 — 1992
Bachelor, Electrical and Electronic
CIBC World Markets May 2013 - Present
TD Bank Group June 2007 - May 2013
China Construction Bank July 1992 - July 2003
Skills
Derivatives, Fixed Income, Calypso, VBA, Unix, Oracle SQL, Unix Shell Scripting, Java, Regression Testing, MKS Integrity, Microsoft Office, SDLC, Solaris, Linux, Finance, Business Analysis, Rates, Cash, CVS, Back Office, Business Requirements, Capital Markets, Credit Derivatives, Market Risk, Testing, Trading, Bonds, Interest Rate..., Middle Office, FX Options, SQL, Equity Derivatives
Education
Taiyuan University of Science and Technology 1988 — 1992
Bachelor, Electrical and Electronic
Stephen Puckowitz, CFA Stephen Puckowitz, CFA's CIBC World Markets Experience 1997 - 2004
Job
Industry Investment Management
Experience
Stifel Financial Corp. 2011 - Present
Admiral Capital 2006 - 2011
Morgan Stanley 2004 - 2006
CIBC World Markets 1997 - 2004
Skills
Restructuring, Portfolio Management, Credit, High Yield, Capital Structure, Credit Derivatives, Special Situations, Hedge Funds, Bankruptcy, Investment Banking, Debt Restructuring, Equities, Financial Modeling, Fixed Income, Alternative Investments, Trading, Risk Management, Investments, Capital Markets, Derivatives, Valuation, Options, Bonds, Mergers & Acquisitions, Hedging, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Boston College
AB, cum laude, Political Science
Stifel Financial Corp. 2011 - Present
Admiral Capital 2006 - 2011
Morgan Stanley 2004 - 2006
CIBC World Markets 1997 - 2004
Skills
Restructuring, Portfolio Management, Credit, High Yield, Capital Structure, Credit Derivatives, Special Situations, Hedge Funds, Bankruptcy, Investment Banking, Debt Restructuring, Equities, Financial Modeling, Fixed Income, Alternative Investments, Trading, Risk Management, Investments, Capital Markets, Derivatives, Valuation, Options, Bonds, Mergers & Acquisitions, Hedging, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Boston College
AB, cum laude, Political Science
Cecilia B Cavadas Cecilia B Cavadas's CIBC World Markets Experience January 1998 - January 2000
Job Senior Business Analyst / Change Manager
Industry Financial Services
Experience
STS Consulting May 2013 - September 2013
BANK OF AMERICA / US TRUST May 2004 - September 2011
BESSEMER TRUST COMPANY January 2000 - May 2004
CIBC WORLD MARKETS January 1998 - January 2000
JP MORGAN – MORGAN GUARANTY TRUST COMPANY January 1995 - January 1998
Education
Berkeley College 1992 — 1994
Associate's Degree, Office Systems Management
Montclair State University
Business Administration and Management, General
STS Consulting May 2013 - September 2013
BANK OF AMERICA / US TRUST May 2004 - September 2011
BESSEMER TRUST COMPANY January 2000 - May 2004
CIBC WORLD MARKETS January 1998 - January 2000
JP MORGAN – MORGAN GUARANTY TRUST COMPANY January 1995 - January 1998
Education
Berkeley College 1992 — 1994
Associate's Degree, Office Systems Management
Montclair State University
Business Administration and Management, General
Dale Stoneman's CIBC World Markets Experience January 1999 - June 2009
Job LegalShield
Industry Legal Services
Experience
LegalShield July 2011 - Present
CIBC World Markets January 1999 - June 2009
Skills
Entrepreneurship, Mergers, Small Business, Real Estate, Strategic Planning, Mergers & Acquisitions, Identity Theft, Marketing, Business Networking, Contract Negotiation, Business Development, Employee Benefits, Strategic Financial..., New Business Development, Business, Financial Analysis, Coaching, Investments, Public Speaking, Business Planning, Legal Research, Leadership Development, Leadership, Team Building, Estate Planning, Social Networking, Marketing Strategy, Start-ups, Negotiation, Legal Assistance, Business Strategy, Training, Legal Issues, Identity Theft Shield, Wills, Insurance, Legal Documents, Fundraising, Wealth, Finance, Real Estate Transactions, Financial Planners, Legal Service
Education
Algoma University
Soo College of Applied Arts and Technology
Accounting
LegalShield July 2011 - Present
CIBC World Markets January 1999 - June 2009
Skills
Entrepreneurship, Mergers, Small Business, Real Estate, Strategic Planning, Mergers & Acquisitions, Identity Theft, Marketing, Business Networking, Contract Negotiation, Business Development, Employee Benefits, Strategic Financial..., New Business Development, Business, Financial Analysis, Coaching, Investments, Public Speaking, Business Planning, Legal Research, Leadership Development, Leadership, Team Building, Estate Planning, Social Networking, Marketing Strategy, Start-ups, Negotiation, Legal Assistance, Business Strategy, Training, Legal Issues, Identity Theft Shield, Wills, Insurance, Legal Documents, Fundraising, Wealth, Finance, Real Estate Transactions, Financial Planners, Legal Service
Education
Algoma University
Soo College of Applied Arts and Technology
Accounting
Karyn Tatham's CIBC World Markets Experience 1993 - 1996
Job Realtor at T. Nicholas Realty
Industry Real Estate
Experience
T. Nicholas Realty January 2014 - Present
Koening & Strey January 2013 - Present
T. Nicholas Realty January 2012 - January 2013
Type A Assistants 2007 - 2012
Cochran, Caronia & Co. 2000 - 2005
ABN AMRO Bank N.V. 1996 - 1999
CIBC World Markets 1993 - 1996
Skills
Buyer Representation, Institutional, Sellers, First Time Home Buyers, Listings, Asset Management, Relocation, Investments, Equity Sales, Townhomes
Education
Ball State University
Bachelor of Science (BS), History
T. Nicholas Realty January 2014 - Present
Koening & Strey January 2013 - Present
T. Nicholas Realty January 2012 - January 2013
Type A Assistants 2007 - 2012
Cochran, Caronia & Co. 2000 - 2005
ABN AMRO Bank N.V. 1996 - 1999
CIBC World Markets 1993 - 1996
Skills
Buyer Representation, Institutional, Sellers, First Time Home Buyers, Listings, Asset Management, Relocation, Investments, Equity Sales, Townhomes
Education
Ball State University
Bachelor of Science (BS), History
Scott Drover's CIBC World Markets Experience September 2007 - December 2007
Job Communications and Marketing Consultant at CMHC
Industry Public Relations and Communications
Experience
CMHC - SCHL January 2015 - Present
Canada Mortgage and Housing Corporation January 2010 - January 2015
Canadian Public Relation Society Ottawa-Gatineau May 2010 - April 2014
Royal Canadian Mounted Police January 2009 - January 2010
MBAs Without Borders February 2008 - March 2009
CIBC World Markets September 2007 - December 2007
Export Development Canada January 2007 - May 2007
TD Canada Trust March 2003 - August 2006
Temple Scott Associates January 2002 - February 2003
Skills
Fundraising, Project Management, Business Development, Strategy, Public Relations, Public Speaking, Program Management, Corporate Communications, Strategic Planning, Marketing Communications, Marketing, Business Strategy, Leadership, Event Planning, Social Media, Investments, Internal Communications, Marketing Strategy, Business Planning
Education
McMaster University 2006 — 2008
MBA, Co-op
Mount Allison University 1999 — 2001
B. Comm, Marketing
Universite de Strasbourg 1999 — 2000
French language diploma
Bishop's University 1996 — 1998
Business
CMHC - SCHL January 2015 - Present
Canada Mortgage and Housing Corporation January 2010 - January 2015
Canadian Public Relation Society Ottawa-Gatineau May 2010 - April 2014
Royal Canadian Mounted Police January 2009 - January 2010
MBAs Without Borders February 2008 - March 2009
CIBC World Markets September 2007 - December 2007
Export Development Canada January 2007 - May 2007
TD Canada Trust March 2003 - August 2006
Temple Scott Associates January 2002 - February 2003
Skills
Fundraising, Project Management, Business Development, Strategy, Public Relations, Public Speaking, Program Management, Corporate Communications, Strategic Planning, Marketing Communications, Marketing, Business Strategy, Leadership, Event Planning, Social Media, Investments, Internal Communications, Marketing Strategy, Business Planning
Education
McMaster University 2006 — 2008
MBA, Co-op
Mount Allison University 1999 — 2001
B. Comm, Marketing
Universite de Strasbourg 1999 — 2000
French language diploma
Bishop's University 1996 — 1998
Business
Jill Whysel's CIBC World Markets Experience 1998 - 2000
Job creative strategist, writer, director
Industry Marketing and Advertising
Experience
Curious Unlimited February 2009 - Present
Razorfish August 2008 - February 2009
Ogilvy West May 2007 - August 2008
Publicis Dialog September 2005 - May 2007
Tribal DDB, Modem Media, CopperFin September 2004 - September 2005
Carlson Marketing Group December 2003 - September 2004
Sugarbush Resort April 2002 - November 2002
Bigfoot Interactive 2000 - 2001
CIBC World Markets 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Integrated Marketing, Advertising, Creative Direction, Creative Strategy, Interactive Advertising, Direct Mail, Copywriting, Social Media, New Media, Interactive Marketing, Direct Marketing, Digital Strategy, Marketing Communications, Strategy, Outdoor Advertising, Digital Marketing, Brand Development, Content Strategy, Marketing, E-commerce, Web Design, Art Direction, Concept Development, User Experience, Viral Marketing, Interaction Design, Information Architecture, Corporate Identity, Corporate Branding, Product Development, Radio, Creative Problem Solving, Speech Writing, Scriptwriter, Creative Concept..., Creative Writing, Leading People, Branding Development, Digital Media, Online Advertising, Email Marketing, Online Marketing, Social Media Marketing, Professional Mentoring
Education
Bennington College
School of Visual Arts
Washington College
B.A.
Curious Unlimited February 2009 - Present
Razorfish August 2008 - February 2009
Ogilvy West May 2007 - August 2008
Publicis Dialog September 2005 - May 2007
Tribal DDB, Modem Media, CopperFin September 2004 - September 2005
Carlson Marketing Group December 2003 - September 2004
Sugarbush Resort April 2002 - November 2002
Bigfoot Interactive 2000 - 2001
CIBC World Markets 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Integrated Marketing, Advertising, Creative Direction, Creative Strategy, Interactive Advertising, Direct Mail, Copywriting, Social Media, New Media, Interactive Marketing, Direct Marketing, Digital Strategy, Marketing Communications, Strategy, Outdoor Advertising, Digital Marketing, Brand Development, Content Strategy, Marketing, E-commerce, Web Design, Art Direction, Concept Development, User Experience, Viral Marketing, Interaction Design, Information Architecture, Corporate Identity, Corporate Branding, Product Development, Radio, Creative Problem Solving, Speech Writing, Scriptwriter, Creative Concept..., Creative Writing, Leading People, Branding Development, Digital Media, Online Advertising, Email Marketing, Online Marketing, Social Media Marketing, Professional Mentoring
Education
Bennington College
School of Visual Arts
Washington College
B.A.
Belinda Horton Belinda Horton's CIBC World Markets Experience 2000 - 2007
Job Private Events Director at Wingtip by On The Fly
Industry Events Services
Experience
Wingtip by On The Fly January 2015 - Present
Goodrich Events LLC January 2013 - Present
Healthspottr Media LLC February 2013 - February 2015
Oppenheimer & Co. November 2007 - October 2012
CIBC World Markets 2000 - 2007
Gotham City Loft 2004 - 2005
Piderit & Partners June 1997 - July 1998
Sopexa December 1996 - June 1997
PolyGram July 1995 - December 1996
Hughes Hubbard & Reed LLP November 1994 - July 1995
Skills
Non-profits, Public Speaking, Strategic Planning, Corporate Development, Event Management, Relationship Management
Education
Barnard College 1989 — 1994
B.A., Art History
Martha Graham School 1990 — 1993
Reid Hall Paris, France 1992 — 1992
San Francisco Ballet 1986 — 1987
Boston Ballet 1985 — 1987
Walnut Hill School 1985 — 1987
Wingtip by On The Fly January 2015 - Present
Goodrich Events LLC January 2013 - Present
Healthspottr Media LLC February 2013 - February 2015
Oppenheimer & Co. November 2007 - October 2012
CIBC World Markets 2000 - 2007
Gotham City Loft 2004 - 2005
Piderit & Partners June 1997 - July 1998
Sopexa December 1996 - June 1997
PolyGram July 1995 - December 1996
Hughes Hubbard & Reed LLP November 1994 - July 1995
Skills
Non-profits, Public Speaking, Strategic Planning, Corporate Development, Event Management, Relationship Management
Education
Barnard College 1989 — 1994
B.A., Art History
Martha Graham School 1990 — 1993
Reid Hall Paris, France 1992 — 1992
San Francisco Ballet 1986 — 1987
Boston Ballet 1985 — 1987
Walnut Hill School 1985 — 1987
Jasper Chan's CIBC World Markets Experience April 2004 - August 2004
Job Product Line Manager @ Cisco Security Business Group
Industry Security and Investigations
Experience
Cisco March 2014 - Present
Cisco Systems Inc, August 2012 - March 2014
Cisco Systems October 2011 - August 2012
Cisco Systems July 2010 - October 2011
Cisco Systems July 2008 - July 2010
Deloitte Consulting 2005 - 2008
www.tealeaves.com January 1992 - December 2005
CIBC World Markets April 2004 - August 2004
AmBev September 2002 - July 2003
Ammirati Puris Lintas November 1998 - June 2002
Skills
Enterprise Network..., Business Strategy, Go-to-market Strategy, Partnership-building, Strategic Partnerships, Strategic Negotiations, Strategy, Business Development, Program Management, Security, Management Consulting, Sales, Competitive Analysis, Market Entry, Product Development, Marketing Strategy, Marketing Management, Manufacturing, Mergers, Product Management, Mergers, Leadership, Management, Business Planning, Business Alliances, Project Planning, Cross-functional Team...
Education
Ivey Business School at Western University 2003 — 2005
MBA, Finance
The University of British Columbia 1992 — 1997
B.Comm, Marketing
Acadia University 1992 — 1992
SHAD VALLEY Program
Cisco March 2014 - Present
Cisco Systems Inc, August 2012 - March 2014
Cisco Systems October 2011 - August 2012
Cisco Systems July 2010 - October 2011
Cisco Systems July 2008 - July 2010
Deloitte Consulting 2005 - 2008
www.tealeaves.com January 1992 - December 2005
CIBC World Markets April 2004 - August 2004
AmBev September 2002 - July 2003
Ammirati Puris Lintas November 1998 - June 2002
Skills
Enterprise Network..., Business Strategy, Go-to-market Strategy, Partnership-building, Strategic Partnerships, Strategic Negotiations, Strategy, Business Development, Program Management, Security, Management Consulting, Sales, Competitive Analysis, Market Entry, Product Development, Marketing Strategy, Marketing Management, Manufacturing, Mergers, Product Management, Mergers, Leadership, Management, Business Planning, Business Alliances, Project Planning, Cross-functional Team...
Education
Ivey Business School at Western University 2003 — 2005
MBA, Finance
The University of British Columbia 1992 — 1997
B.Comm, Marketing
Acadia University 1992 — 1992
SHAD VALLEY Program
Richard J. Kelly's CIBC World Markets Experience January 1998 - November 2000
Job Managing Director Investment Banking The Concorde Group, Inc.
Industry Investment Banking
Experience
The Concorde Group, Inc. February 2008 - Present
Sanders Morris Harris Group, Inc. March 2006 - February 2008
Friedman Billings Ramsey & Co., Inc. April 2003 - December 2004
Putnam Lovell NBF December 2000 - March 2003
CIBC World Markets January 1998 - November 2000
MA Schapiro & Co., Inc. May 1991 - December 1997
Tucker Anthony, Inc. April 1987 - December 1990
Keefe, Bruyette & Woods, Inc. June 1982 - March 1987
First National Bank of Boston June 1979 - May 1982
Skills
Investment Banking, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Financial Institutions, Series 24, Series 7, Series 63, Mergers, Valuation, Due Diligence, Securities, Private Placements, Fixed Income, Capital Markets, Financial Services, Finance, Equities, Investments, Securitization, Bloomberg, Financial Modeling, Private Equity, Financial Markets, Portfolio Management, Bonds, Venture Capital, Equity Research, Alternative Investments, Structured Finance, LBO, Asset Allocation, Structured Products, Hedge Funds, Equity Capital Markets, IPO, Asset Management, Corporate Development, Capital, Trading, Financial Advisory, Investment Strategies, Financial Structuring, Capital Raising, Equity Trading, Emerging Markets, Acquisitions, FINRA, Investor Relations, Business Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1982
Finance
Amherst College 1975 — 1979
A.B., Anthropology, US History
Deerfield Academy 1971 — 1975
The Concorde Group, Inc. February 2008 - Present
Sanders Morris Harris Group, Inc. March 2006 - February 2008
Friedman Billings Ramsey & Co., Inc. April 2003 - December 2004
Putnam Lovell NBF December 2000 - March 2003
CIBC World Markets January 1998 - November 2000
MA Schapiro & Co., Inc. May 1991 - December 1997
Tucker Anthony, Inc. April 1987 - December 1990
Keefe, Bruyette & Woods, Inc. June 1982 - March 1987
First National Bank of Boston June 1979 - May 1982
Skills
Investment Banking, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Financial Institutions, Series 24, Series 7, Series 63, Mergers, Valuation, Due Diligence, Securities, Private Placements, Fixed Income, Capital Markets, Financial Services, Finance, Equities, Investments, Securitization, Bloomberg, Financial Modeling, Private Equity, Financial Markets, Portfolio Management, Bonds, Venture Capital, Equity Research, Alternative Investments, Structured Finance, LBO, Asset Allocation, Structured Products, Hedge Funds, Equity Capital Markets, IPO, Asset Management, Corporate Development, Capital, Trading, Financial Advisory, Investment Strategies, Financial Structuring, Capital Raising, Equity Trading, Emerging Markets, Acquisitions, FINRA, Investor Relations, Business Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1982
Finance
Amherst College 1975 — 1979
A.B., Anthropology, US History
Deerfield Academy 1971 — 1975
Christopher Li's CIBC World Markets Experience April 2000 - July 2004
Job Product Manager Global Prime Finance at ScotiaBank
Industry Financial Services
Experience
Scotiabank Global Banking and Markets May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers July 2004 - September 2008
CIBC World Markets April 2000 - July 2004
Concordia Advisors July 1998 - April 2000
Merrill Lynch January 1996 - July 1999
Skills
Prime Brokerage, Equities, Options, Securities Lending, Derivatives, Capital Markets, Futures, Collateral Management, Liquidity Management, Balance Sheet, Series 7, Series 63, Structured Finance, Equity Trading, Proprietary Trading, Finance, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Scotiabank Global Banking and Markets May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers July 2004 - September 2008
CIBC World Markets April 2000 - July 2004
Concordia Advisors July 1998 - April 2000
Merrill Lynch January 1996 - July 1999
Skills
Prime Brokerage, Equities, Options, Securities Lending, Derivatives, Capital Markets, Futures, Collateral Management, Liquidity Management, Balance Sheet, Series 7, Series 63, Structured Finance, Equity Trading, Proprietary Trading, Finance, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Bill Cao's CIBC World Markets Experience April 2014 - Present
Job CFA, FRM, MBA, G.Dip.F.E, BEng
Industry Financial Services
Experience
CIBC World Markets April 2014 - Present
Ontario Teachers' Pension Plan October 2013 - March 2014
CPP Investment Board October 2012 - October 2013
RBC Capital Markets January 2011 - October 2012
TD Securities March 2010 - January 2011
Express Scripts March 2008 - January 2009
Invesco March 2000 - January 2008
IBM May 1997 - July 1999
China North Industries Corp July 1996 - April 1997
Skills
Trading Systems, Derivatives, Financial Risk, Equities, FX Options, Fixed Income, Bloomberg, Risk Management, Credit Derivatives, Equity Derivatives, Calypso, Axiom, Fincad, Market Risk, SDLC, Capital Markets, Financial Modeling, Oracle, Market Data, Unix, Interest Rate..., SQL, Spring, Options, Murex, RiskMetrics, Sybase, SunGard Adaptiv, Risk Metrics
Education
York University - Schulich School of Business 2008 — 2010
MBA, Financial Engineering
Beijing Institute of Technology 1992 — 1996
B.Eng, Industrial Automation & Computer Science
Chongqing No.1 High School
CIBC World Markets April 2014 - Present
Ontario Teachers' Pension Plan October 2013 - March 2014
CPP Investment Board October 2012 - October 2013
RBC Capital Markets January 2011 - October 2012
TD Securities March 2010 - January 2011
Express Scripts March 2008 - January 2009
Invesco March 2000 - January 2008
IBM May 1997 - July 1999
China North Industries Corp July 1996 - April 1997
Skills
Trading Systems, Derivatives, Financial Risk, Equities, FX Options, Fixed Income, Bloomberg, Risk Management, Credit Derivatives, Equity Derivatives, Calypso, Axiom, Fincad, Market Risk, SDLC, Capital Markets, Financial Modeling, Oracle, Market Data, Unix, Interest Rate..., SQL, Spring, Options, Murex, RiskMetrics, Sybase, SunGard Adaptiv, Risk Metrics
Education
York University - Schulich School of Business 2008 — 2010
MBA, Financial Engineering
Beijing Institute of Technology 1992 — 1996
B.Eng, Industrial Automation & Computer Science
Chongqing No.1 High School
Rupin Patel's CIBC World Markets Experience August 2007 - May 2013
Job VP/Sr. Manager CCAR Reporting
Industry Banking
Experience
HSBC May 2013 - Present
CIBC World Markets August 2007 - May 2013
Bhavya Motors Pvt.Ltd January 2005 - March 2006
Bangalore Stock Exchange Ltd March 2004 - September 2004
Bhavya Motors Pvt Ltd September 2003 - December 2003
Falguni Shah Chartered Accountants September 2000 - June 2002
Skills
Regulatory Reporting, Project Management, Legal Entity Controls, Strategic Financial..., Marketing Strategy, Auditing, Financial Accounting, Derivatives, Financial Analysis, Financial Reporting, Internal Controls, Internal Audit, Accounting, General Ledger, Management, Cash Flow, Banking, Risk Management
Education
Bangalore University 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
Sardar Patel University 1997 — 2000
Bachelor of Commerce (B.Com.), Accounting and Auditing
HSBC May 2013 - Present
CIBC World Markets August 2007 - May 2013
Bhavya Motors Pvt.Ltd January 2005 - March 2006
Bangalore Stock Exchange Ltd March 2004 - September 2004
Bhavya Motors Pvt Ltd September 2003 - December 2003
Falguni Shah Chartered Accountants September 2000 - June 2002
Skills
Regulatory Reporting, Project Management, Legal Entity Controls, Strategic Financial..., Marketing Strategy, Auditing, Financial Accounting, Derivatives, Financial Analysis, Financial Reporting, Internal Controls, Internal Audit, Accounting, General Ledger, Management, Cash Flow, Banking, Risk Management
Education
Bangalore University 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
Sardar Patel University 1997 — 2000
Bachelor of Commerce (B.Com.), Accounting and Auditing
George Hollendorfer's CIBC World Markets Experience January 2005 - Present
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets January 2005 - Present
CIBC World Markets October 1998 - January 2005
CIBC World Markets November 1996 - October 1998
ING June 1995 - November 1996
Citi November 1993 - February 1995
United States Marine Corps 1979 - 1990
Skills
Risk Management, Financial Modeling, Private Equity, Corporate Finance, Valuation, Economics, Due Diligence, Project Finance, Mergers, Asset Managment, Renewable Energy, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Equities, Asset Management, Derivatives, Investment Banking, Finance, Trading, Strategy, Management
Education
University of Oxford - Said Business School 2012 — 2013
MBA, Sustainability, Private Equity
Columbia University - School of International and Public Affairs 1998 — 2001
MIA, International Business
Adelphi University 1985 — 1988
BBA, Business
CIBC World Markets January 2005 - Present
CIBC World Markets October 1998 - January 2005
CIBC World Markets November 1996 - October 1998
ING June 1995 - November 1996
Citi November 1993 - February 1995
United States Marine Corps 1979 - 1990
Skills
Risk Management, Financial Modeling, Private Equity, Corporate Finance, Valuation, Economics, Due Diligence, Project Finance, Mergers, Asset Managment, Renewable Energy, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Equities, Asset Management, Derivatives, Investment Banking, Finance, Trading, Strategy, Management
Education
University of Oxford - Said Business School 2012 — 2013
MBA, Sustainability, Private Equity
Columbia University - School of International and Public Affairs 1998 — 2001
MIA, International Business
Adelphi University 1985 — 1988
BBA, Business
Mitchell Sameroff's CIBC World Markets Experience August 1998 - March 1999
Job Head of IT Resiliency at Guardian Life Insurance Company of America
Industry Insurance
Experience
Guardian Life Insurance Company of America March 2007 - Present
JPMorgan Chase July 2005 - March 2007
UBS December 2002 - July 2005
Eagle Rock Alliance March 1999 - October 2002
CIBC World Markets August 1998 - March 1999
Chemical Bank / Chase Manhattan Bank February 1988 - August 1998
Skills
Disaster Recovery, Business Continuity, Business & IT Resiliency, Incident and Crisis..., Pandemic Preparedness, Project Management, IT Risk Management, Resiliency, Crisis Management, Incident, Pandemic Planning, Financial Services, Vendor Management, Data Center, CISSP, Enterprise Risk..., Business Continuity..., Program Management, SDLC, Risk Management, Business Resilience, IT Strategy, IT Operations, PMO, Information Technology, Security, IT Management, Information Security, Information Security..., Enterprise Architecture, Governance,, IT Audit, Process Improvement, Infrastructure, Governance, Incident Management, Project Portfolio...
Education
State University of New York at Binghamton 1971 — 1973
Bachelor of Arts (BA), Sociology / Economics
Ohio University 1969 — 1971
Guardian Life Insurance Company of America March 2007 - Present
JPMorgan Chase July 2005 - March 2007
UBS December 2002 - July 2005
Eagle Rock Alliance March 1999 - October 2002
CIBC World Markets August 1998 - March 1999
Chemical Bank / Chase Manhattan Bank February 1988 - August 1998
Skills
Disaster Recovery, Business Continuity, Business & IT Resiliency, Incident and Crisis..., Pandemic Preparedness, Project Management, IT Risk Management, Resiliency, Crisis Management, Incident, Pandemic Planning, Financial Services, Vendor Management, Data Center, CISSP, Enterprise Risk..., Business Continuity..., Program Management, SDLC, Risk Management, Business Resilience, IT Strategy, IT Operations, PMO, Information Technology, Security, IT Management, Information Security, Information Security..., Enterprise Architecture, Governance,, IT Audit, Process Improvement, Infrastructure, Governance, Incident Management, Project Portfolio...
Education
State University of New York at Binghamton 1971 — 1973
Bachelor of Arts (BA), Sociology / Economics
Ohio University 1969 — 1971
Lily Leung's CIBC World Markets Experience 2005 - 2006
Job Expert Program/Project Delivery Consultant
Industry Financial Services
Experience
BMO Financial Group October 2014 - Present
Scotiabank April 2014 - September 2014
CIBC October 2013 - March 2014
Bank of Nova Scotia June 2011 - July 2013
CIBC October 2009 - January 2011
TD Bank Financial Group April 2009 - September 2009
BMO Financial Group November 2006 - March 2009
RBC April 2006 - November 2006
CIBC 2005 - 2006
CIBC World Markets 2005 - 2006
Skills
Portfolio Management, Risk Management, PMO, IT Strategy, Program Management, Project Management, PMP, Capital Markets, IT Management, Vendor Management, MS Project, Requirements Gathering, Visio, Financial Services, Business Requirements, Management, Relationship Management, Fixed Income, Business Analysis, Project Portfolio..., Governance, Business Process..., Financial Risk, User Acceptance Testing, Requirements Analysis, Business Process, SDLC, Resource Management, Process Improvement, Strategic Planning, Software Project..., Certified Project..., Business Intelligence, Derivatives, Business Transformation, Project Planning, Trading Systems, Credit Risk, Integration, Business Process..., Banking, Change Management, Test Management, Project Governance, Project Delivery, Management Consulting, Team Leadership, CMMI, Enterprise Risk..., Stakeholder Management
Education
Manchester Business School 1994 — 1997
MBA, Finance
UNSW Australia
BSC, Computer Science
BMO Financial Group October 2014 - Present
Scotiabank April 2014 - September 2014
CIBC October 2013 - March 2014
Bank of Nova Scotia June 2011 - July 2013
CIBC October 2009 - January 2011
TD Bank Financial Group April 2009 - September 2009
BMO Financial Group November 2006 - March 2009
RBC April 2006 - November 2006
CIBC 2005 - 2006
CIBC World Markets 2005 - 2006
Skills
Portfolio Management, Risk Management, PMO, IT Strategy, Program Management, Project Management, PMP, Capital Markets, IT Management, Vendor Management, MS Project, Requirements Gathering, Visio, Financial Services, Business Requirements, Management, Relationship Management, Fixed Income, Business Analysis, Project Portfolio..., Governance, Business Process..., Financial Risk, User Acceptance Testing, Requirements Analysis, Business Process, SDLC, Resource Management, Process Improvement, Strategic Planning, Software Project..., Certified Project..., Business Intelligence, Derivatives, Business Transformation, Project Planning, Trading Systems, Credit Risk, Integration, Business Process..., Banking, Change Management, Test Management, Project Governance, Project Delivery, Management Consulting, Team Leadership, CMMI, Enterprise Risk..., Stakeholder Management
Education
Manchester Business School 1994 — 1997
MBA, Finance
UNSW Australia
BSC, Computer Science
Alain Longpre's CIBC World Markets Experience May 2010 - January 2015
Job Executive Director, Natixis
Industry Financial Services
Experience
Natixis January 2015 - Present
CIBC World Markets May 2010 - January 2015
Dexia Credit Local July 2008 - March 2010
PricewaterhouseCoopers May 2007 - July 2008
Alcan December 2005 - May 2007
National Bank Financial January 2004 - November 2006
Bell Labs Lucent Technologies 2000 - 2003
Bell Canada 1996 - 2000
Skills
Project Finance, Renewable Energy, Due Diligence, Commercial Banking, Asset Management, Banking, Finance, Syndications, Public/private..., PPP, Equities, Corporate Finance, Capital Markets, Structured Finance, Infrastructure
Education
2001 — 2003
MBA, Finance
Université de Montréal - Ecole polytechnique de Montréal 1992 — 1996
Civil engineering
Seminaire Ste-Trinite 1985 — 1990
Natixis January 2015 - Present
CIBC World Markets May 2010 - January 2015
Dexia Credit Local July 2008 - March 2010
PricewaterhouseCoopers May 2007 - July 2008
Alcan December 2005 - May 2007
National Bank Financial January 2004 - November 2006
Bell Labs Lucent Technologies 2000 - 2003
Bell Canada 1996 - 2000
Skills
Project Finance, Renewable Energy, Due Diligence, Commercial Banking, Asset Management, Banking, Finance, Syndications, Public/private..., PPP, Equities, Corporate Finance, Capital Markets, Structured Finance, Infrastructure
Education
2001 — 2003
MBA, Finance
Université de Montréal - Ecole polytechnique de Montréal 1992 — 1996
Civil engineering
Seminaire Ste-Trinite 1985 — 1990
Maria Sherry's CIBC World Markets Experience 1995 - 2006
Job Vice President at Trimaran Advisors
Industry Financial Services
Experience
CIBC World Markets 1995 - 2006
Education
Borough of Manhattan Community College 1980 — 1982
CIBC World Markets 1995 - 2006
Education
Borough of Manhattan Community College 1980 — 1982
Todd Coupland, CFA's CIBC World Markets Experience April 1994 - Present
Job Managing Director at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets April 1994 - Present
Skills
Capital Markets, Equities, Venture Capital, Valuation, Investor Relations
Education
Andrews University
BS Political Economy / BBA Management, Political Economy, Business
Georgetown University
Economics / Government
CIBC World Markets April 1994 - Present
Skills
Capital Markets, Equities, Venture Capital, Valuation, Investor Relations
Education
Andrews University
BS Political Economy / BBA Management, Political Economy, Business
Georgetown University
Economics / Government
M. Jay Meaney, CMT's CIBC World Markets Experience 1998 - 2003
Job Capital Markets Professional
Industry Capital Markets
Experience
Janney Montgomery Scott 2010 - 2014
Cantor Fitzgerald & Co. 2004 - 2010
CIBC World Markets 1998 - 2003
Nikko Securities International 1996 - 1998
Deutche Bank 1988 - 1996
Dean Witter Reynolds 1977 - 1988
Skills
Fixed Income, Structured Finance, Bloomberg, Trading, Capital Markets, Hedge Funds, Equities, Series 7, Bonds, Securities, Risk Management, Derivatives, Portfolio Management, Financial Markets, Trading Systems, Options, Asset Management, Electronic Trading, Investments, Technical Analysis, Proprietary Trading, Investment Banking, Equity Trading, Commodity, Series 63, Structured Products, FX Options, ETFs, Hedging, Investment Strategies, Equity Derivatives, Equity Research, FINRA, Alternative Investments, Interest Rate..., Swaps, Credit Derivatives, Trading Strategies
Education
University of Virginia 1972 — 1975
BS, McIntire School of Commerce
Adelphi University 1979 — 1981
MS with Distinction, Banking and Money Management
Garden City High School
Janney Montgomery Scott 2010 - 2014
Cantor Fitzgerald & Co. 2004 - 2010
CIBC World Markets 1998 - 2003
Nikko Securities International 1996 - 1998
Deutche Bank 1988 - 1996
Dean Witter Reynolds 1977 - 1988
Skills
Fixed Income, Structured Finance, Bloomberg, Trading, Capital Markets, Hedge Funds, Equities, Series 7, Bonds, Securities, Risk Management, Derivatives, Portfolio Management, Financial Markets, Trading Systems, Options, Asset Management, Electronic Trading, Investments, Technical Analysis, Proprietary Trading, Investment Banking, Equity Trading, Commodity, Series 63, Structured Products, FX Options, ETFs, Hedging, Investment Strategies, Equity Derivatives, Equity Research, FINRA, Alternative Investments, Interest Rate..., Swaps, Credit Derivatives, Trading Strategies
Education
University of Virginia 1972 — 1975
BS, McIntire School of Commerce
Adelphi University 1979 — 1981
MS with Distinction, Banking and Money Management
Garden City High School
Terry Moore's CIBC World Markets Experience 2000 - 2004
Job Garrison Investment Group
Industry Financial Services
Experience
Garrison Investment Group 2007 - Present
CIT 2005 - 2007
Moodys Investor Services 2004 - 2005
CIBC World Markets 2000 - 2004
First Union Securities 1996 - 2000
Skills
Capital Markets, Fixed Income, Hedge Funds, Valuation, Leveraged Finance, Portfolio Management, Corporate Finance, Financial Modeling
Education
Boston College 1984 — 1988
Bachelor of Science (BS)
Saint John's University 1991 — 1993
Master of Business Administration (MBA)
Garrison Investment Group 2007 - Present
CIT 2005 - 2007
Moodys Investor Services 2004 - 2005
CIBC World Markets 2000 - 2004
First Union Securities 1996 - 2000
Skills
Capital Markets, Fixed Income, Hedge Funds, Valuation, Leveraged Finance, Portfolio Management, Corporate Finance, Financial Modeling
Education
Boston College 1984 — 1988
Bachelor of Science (BS)
Saint John's University 1991 — 1993
Master of Business Administration (MBA)
Billy K. Hurst's CIBC World Markets Experience March 2000 - March 2001
Job at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo March 2015 - Present
Citigroup Global Markets, Inc. December 2010 - Present
Alliant Capital LLC September 2008 - December 2010
Countrywide Commercial Real Estate Finance, Inc. January 2006 - August 2008
JP Morgan March 2001 - January 2006
CIBC World Markets March 2000 - March 2001
Goldman Sachs Commercial Mortgage Capital January 1998 - March 2000
Skills
CMBS, Structured Finance, Real Estate Economics, Loans, Due Diligence, Capital Markets, Commercial Real Estate, Asset Management, Valuation, Investments, Real Estate Financing, Portfolio Management, Financial Modeling
Education
Austin College 1994 — 1997
Business & Economics
Farmersville
Wells Fargo March 2015 - Present
Citigroup Global Markets, Inc. December 2010 - Present
Alliant Capital LLC September 2008 - December 2010
Countrywide Commercial Real Estate Finance, Inc. January 2006 - August 2008
JP Morgan March 2001 - January 2006
CIBC World Markets March 2000 - March 2001
Goldman Sachs Commercial Mortgage Capital January 1998 - March 2000
Skills
CMBS, Structured Finance, Real Estate Economics, Loans, Due Diligence, Capital Markets, Commercial Real Estate, Asset Management, Valuation, Investments, Real Estate Financing, Portfolio Management, Financial Modeling
Education
Austin College 1994 — 1997
Business & Economics
Farmersville
Sathya Badrinarayanan's CIBC World Markets Experience July 2010 - Present
Job Senior Business Analyst Wholesale Banking Client Onboarding & AML/KYC
Industry Information Technology and Services
Experience
CIBC World Markets July 2010 - Present
Bank Of Montreal (Technology & Operations) February 2006 - August 2010
Aithent Canada April 2005 - February 2006
HCL Technologies November 2003 - August 2004
Softeon India (P) Ltd August 2000 - September 2003
Softeon India (P) Ltd August 2000 - September 2003
Softeon India (P) Ltd August 2000 - January 2002
Save Info Systems February 2000 - July 2000
Skills
SDLC, Requirements Analysis
Education
Annamalai University 1997 — 2000
National Institute of Information Technology 1998 — 1999
PNC
Madras University
Bachelor of Commerce
CIBC World Markets July 2010 - Present
Bank Of Montreal (Technology & Operations) February 2006 - August 2010
Aithent Canada April 2005 - February 2006
HCL Technologies November 2003 - August 2004
Softeon India (P) Ltd August 2000 - September 2003
Softeon India (P) Ltd August 2000 - September 2003
Softeon India (P) Ltd August 2000 - January 2002
Save Info Systems February 2000 - July 2000
Skills
SDLC, Requirements Analysis
Education
Annamalai University 1997 — 2000
National Institute of Information Technology 1998 — 1999
PNC
Madras University
Bachelor of Commerce
Thomas Troiano's CIBC World Markets Experience December 2006 - February 2008
Job Partner at IDtag.com/SmartTag
Industry Veterinary
Experience
IDTag.com - SmartTag May 2008 - Present
Prospect International May 2008 - Present
CIBC World Markets December 2006 - February 2008
GMAC Commercial Mortgage January 2001 - December 2006
Skills
Asset Management, Customer Service, Real Estate Economics, Leadership, Social Media, Property Management, Management, Investments, Valuation, Marketing, Marketing Strategy, Strategic Planning, Sales, Due Diligence
Education
Bentley University 1991 — 1995
Bachelor’s Degree, Finance and Marketing
IDTag.com - SmartTag May 2008 - Present
Prospect International May 2008 - Present
CIBC World Markets December 2006 - February 2008
GMAC Commercial Mortgage January 2001 - December 2006
Skills
Asset Management, Customer Service, Real Estate Economics, Leadership, Social Media, Property Management, Management, Investments, Valuation, Marketing, Marketing Strategy, Strategic Planning, Sales, Due Diligence
Education
Bentley University 1991 — 1995
Bachelor’s Degree, Finance and Marketing
Carlton Carter's CIBC World Markets Experience June 1997 - December 1999
Job VP Compliance Manager at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
Sumitomo Mitsui Banking Corporation January 2012 - September 2013
Morgan Stanley June 2010 - January 2012
AIG June 2007 - November 2010
Citi January 2000 - May 2007
CIBC World Markets June 1997 - December 1999
Skills
Enterprise Risk..., Compliance, Corporate Governance, Derivatives, Fixed Income, MIS, Finance, Internal Audit, Internal Controls, Operational Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Financial Analysis, Banking, Risk Management, Financial Services, Capital Markets, Investment Banking, Auditing, Securities, Analysis, Equities, Governance, Business Process..., Executive Management, Basel II, Financial Reporting, Management, Strategy, Due Diligence, Asset Management, KYC, Corporate Finance
Education
Bellevue University 2010 — 2013
MBA, Accounting
Pace University 2008 — 2012
MS, Management Information Systems
Saint John's University 1991 — 1995
BS, Finance and Minor in Computer Application
Campion College HS 1987 — 1991
Diploma, Business and Accounting
JPMorgan Chase September 2013 - Present
Sumitomo Mitsui Banking Corporation January 2012 - September 2013
Morgan Stanley June 2010 - January 2012
AIG June 2007 - November 2010
Citi January 2000 - May 2007
CIBC World Markets June 1997 - December 1999
Skills
Enterprise Risk..., Compliance, Corporate Governance, Derivatives, Fixed Income, MIS, Finance, Internal Audit, Internal Controls, Operational Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Financial Analysis, Banking, Risk Management, Financial Services, Capital Markets, Investment Banking, Auditing, Securities, Analysis, Equities, Governance, Business Process..., Executive Management, Basel II, Financial Reporting, Management, Strategy, Due Diligence, Asset Management, KYC, Corporate Finance
Education
Bellevue University 2010 — 2013
MBA, Accounting
Pace University 2008 — 2012
MS, Management Information Systems
Saint John's University 1991 — 1995
BS, Finance and Minor in Computer Application
Campion College HS 1987 — 1991
Diploma, Business and Accounting
Ria Zois Santos's CIBC World Markets Experience March 2008 - Present
Job Lead SOX Officer US Region at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets March 2008 - Present
CIBC World Markets September 2007 - March 2008
CIBC World Markets September 2005 - September 2007
CIBC World Markets April 1999 - September 2005
Skills
Process Improvement, Visio, Software Documentation, Sarbanes-Oxley Act, Internal Audit, Analysis, Financial Risk, Disaster Recovery, Internal Controls, Auditing, Management, Strategy, Finance, Business Continuity, Budgets, Operational Risk..., Risk Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1996 — 1998
JD, Law
Manhattan College 1989 — 1993
BS, Biology
CIBC World Markets March 2008 - Present
CIBC World Markets September 2007 - March 2008
CIBC World Markets September 2005 - September 2007
CIBC World Markets April 1999 - September 2005
Skills
Process Improvement, Visio, Software Documentation, Sarbanes-Oxley Act, Internal Audit, Analysis, Financial Risk, Disaster Recovery, Internal Controls, Auditing, Management, Strategy, Finance, Business Continuity, Budgets, Operational Risk..., Risk Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1996 — 1998
JD, Law
Manhattan College 1989 — 1993
BS, Biology
Suri Subramanian's CIBC World Markets Experience December 2009 - January 2012
Job Executive Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets December 2009 - January 2012
CIBC World Markets July 2003 - December 2009
CIBC World Markets December 1999 - June 2003
Technology and Financial Services Industry January 1999 - December 1999
Integrated Enterprises (India) Limited June 1991 - December 1998
Skills
Derivatives, Equities, IT Strategy, ITIL
Education
Bharathidasan University
CIBC World Markets December 2009 - January 2012
CIBC World Markets July 2003 - December 2009
CIBC World Markets December 1999 - June 2003
Technology and Financial Services Industry January 1999 - December 1999
Integrated Enterprises (India) Limited June 1991 - December 1998
Skills
Derivatives, Equities, IT Strategy, ITIL
Education
Bharathidasan University
Evelyn Pande's CIBC World Markets Experience 2007 - Present
Job Business Analyst at Cibc World Markets
Industry Capital Markets
Experience
CIBC World Markets 2007 - Present
Scotia Capital 2004 - 2007
HSBC Securities 2000 - 2004
Education
University of Eastern Africa Baraton
Business Administration, Management
CIBC World Markets 2007 - Present
Scotia Capital 2004 - 2007
HSBC Securities 2000 - 2004
Education
University of Eastern Africa Baraton
Business Administration, Management
Poonam Kripalani's CIBC World Markets Experience September 1998 - May 2011
Job Director at CIBC World Markets
Industry Information Technology and Services
Experience
Moody's Corporation March 2012 - Present
CIBC World Markets September 1998 - May 2011
CIBC World Markets September 1998 - May 2011
Skills
CRM, Asset Managment, IT Asset Management, ITIL v3 Foundations..., IT Service Management, IT Procurement, IT Project & Program..., Business Process..., IT Audit, Vendor Management, Managerial Finance, Contract Negotiation, ITIL, Data Center, SDLC, Business Analysis, IT Strategy, Security, Infrastructure, Business Continuity, Management, Information Technology, Risk Management, Project Portfolio..., Software Documentation, Project Management, Leadership, Project Delivery, Project Planning, IT Management, PMO, Analysis, IT Operations, Governance, System Deployment, Servers, Enterprise Architecture, Integration, Solution Architecture
Education
Baruch College
Moody's Corporation March 2012 - Present
CIBC World Markets September 1998 - May 2011
CIBC World Markets September 1998 - May 2011
Skills
CRM, Asset Managment, IT Asset Management, ITIL v3 Foundations..., IT Service Management, IT Procurement, IT Project & Program..., Business Process..., IT Audit, Vendor Management, Managerial Finance, Contract Negotiation, ITIL, Data Center, SDLC, Business Analysis, IT Strategy, Security, Infrastructure, Business Continuity, Management, Information Technology, Risk Management, Project Portfolio..., Software Documentation, Project Management, Leadership, Project Delivery, Project Planning, IT Management, PMO, Analysis, IT Operations, Governance, System Deployment, Servers, Enterprise Architecture, Integration, Solution Architecture
Education
Baruch College
Neil Ganz's CIBC World Markets Experience 2000 - 2003
Job Sr. Software Developer at Unbeatablesale.Com
Industry Information Technology and Services
Experience
Unbeatablesale.Com April 2015 - Present
DealerTrack October 2011 - April 2015
Barclays Capital October 2009 - September 2011
CHS Payroll February 2009 - October 2009
UBS Investment Bank April 2005 - February 2009
Oppenheimer & Co. 2003 - 2005
CIBC World Markets 2000 - 2003
Prudential Financial 1997 - 2000
Skills
Software Development, C#, WCF Services, REST, ASP.NET MVC, Razor, ASP.NET AJAX, Oracle SQL, Microsoft SQL Server, Sybase, CSS Javascript, jQuery, Java, SDLC, Business Intelligence, Automotive, Credit Bureau, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives
Education
COPE Institute 1997 — 1997
Diploma, Computer Programming
Beth Medrash Govoha 1992 — 1996
Master's degree, Rabbinical and Talmudic Studies
Unbeatablesale.Com April 2015 - Present
DealerTrack October 2011 - April 2015
Barclays Capital October 2009 - September 2011
CHS Payroll February 2009 - October 2009
UBS Investment Bank April 2005 - February 2009
Oppenheimer & Co. 2003 - 2005
CIBC World Markets 2000 - 2003
Prudential Financial 1997 - 2000
Skills
Software Development, C#, WCF Services, REST, ASP.NET MVC, Razor, ASP.NET AJAX, Oracle SQL, Microsoft SQL Server, Sybase, CSS Javascript, jQuery, Java, SDLC, Business Intelligence, Automotive, Credit Bureau, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives
Education
COPE Institute 1997 — 1997
Diploma, Computer Programming
Beth Medrash Govoha 1992 — 1996
Master's degree, Rabbinical and Talmudic Studies
Monaz Engineer's CIBC World Markets Experience April 2013 - February 2014
Job Financial Analyst at Scotiabank
Industry Investment Banking
Experience
Scotiabank May 2015 - Present
CIBC World Markets April 2013 - February 2014
Standard Chartered Bank November 2008 - September 2012
Standard Chartered Bank November 2008 - July 2010
Lehman Brothers August 2006 - November 2008
JP Morgan May 2005 - August 2006
Skills
Derivatives, Fixed Income, FX Options, Structured Products, Swaps, Equities, Options, Equity Derivatives, Settlement, Rates, Investment Banking, Capital Markets, Credit, Bloomberg, Middle Office, Credit Derivatives, Hedge Funds, Valuation, Financial Markets, Bonds, Foreign Exchange
Education
Lala Lajpatrai Institute Of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Scotiabank May 2015 - Present
CIBC World Markets April 2013 - February 2014
Standard Chartered Bank November 2008 - September 2012
Standard Chartered Bank November 2008 - July 2010
Lehman Brothers August 2006 - November 2008
JP Morgan May 2005 - August 2006
Skills
Derivatives, Fixed Income, FX Options, Structured Products, Swaps, Equities, Options, Equity Derivatives, Settlement, Rates, Investment Banking, Capital Markets, Credit, Bloomberg, Middle Office, Credit Derivatives, Hedge Funds, Valuation, Financial Markets, Bonds, Foreign Exchange
Education
Lala Lajpatrai Institute Of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Thomas Durney's CIBC World Markets Experience March 1996 - December 1999
Job Managing Director, Leveraged and Acquisition Finance at HSBC Securities
Industry Investment Management
Experience
HSBC Securities February 2011 - April 2014
R3 Capital Management, LLC/ Lehman Brothers Global Principal Strategies February 2007 - May 2009
Lehman Brothers Global Leveraged Finance January 2000 - February 2007
CIBC World Markets March 1996 - December 1999
Chase Manhattan Bank June 1988 - March 1996
Skills
Hedge Funds, Private Equity, Investments, Leveraged Finance, Loans
Education
The Wharton School, University of Pennsylvania 1993 — 1995
MBA Degree, Finance Concentration
Boston College 1984 — 1988
Bachelor of Science, Finance
HSBC Securities February 2011 - April 2014
R3 Capital Management, LLC/ Lehman Brothers Global Principal Strategies February 2007 - May 2009
Lehman Brothers Global Leveraged Finance January 2000 - February 2007
CIBC World Markets March 1996 - December 1999
Chase Manhattan Bank June 1988 - March 1996
Skills
Hedge Funds, Private Equity, Investments, Leveraged Finance, Loans
Education
The Wharton School, University of Pennsylvania 1993 — 1995
MBA Degree, Finance Concentration
Boston College 1984 — 1988
Bachelor of Science, Finance
Rafique Hasan's CIBC World Markets Experience August 1998 - April 2009
Job VP, Unix System Engineer at BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas 2009 - Present
CIBC World Markets August 1998 - April 2009
Lucent Technologies February 1996 - August 1998
Skills
Disaster Recovery, Unix, Trading Systems, IT Strategy, Solaris, Unix Shell Scripting, ITIL, Enterprise Architecture, IT Management, Virtualization, Perl, Shell Scripting, Red Hat Linux, Veritas, Veritas Cluster Server, LDAP, WebSphere MQ, High Frequency Trading, Low Latency Trading, High Availability, Market Data
Education
City University of New York City College 1991 — 1994
MS, Computer Science
Sher-e-Bangla Agricultural University 1983 — 1989
Bachelor of Science (BSc), Agriculture, General
Notre Dame College Dhaka
HSC, High School/Post Secondary
BNP Paribas 2009 - Present
CIBC World Markets August 1998 - April 2009
Lucent Technologies February 1996 - August 1998
Skills
Disaster Recovery, Unix, Trading Systems, IT Strategy, Solaris, Unix Shell Scripting, ITIL, Enterprise Architecture, IT Management, Virtualization, Perl, Shell Scripting, Red Hat Linux, Veritas, Veritas Cluster Server, LDAP, WebSphere MQ, High Frequency Trading, Low Latency Trading, High Availability, Market Data
Education
City University of New York City College 1991 — 1994
MS, Computer Science
Sher-e-Bangla Agricultural University 1983 — 1989
Bachelor of Science (BSc), Agriculture, General
Notre Dame College Dhaka
HSC, High School/Post Secondary
Jordan Heller's CIBC World Markets Experience 1998 - 2000
Job President of Heller Wealth Advisors, LLC
Industry Investment Management
Experience
Heller Wealth Advisors LLC 2005 - Present
Bed Bath & Beyond 2003 - Present
Equity One, Inc June 2014 - Present
New York College of Podiatric Medicine 2013 - Present
The Schonbraun McCann Group, An FTI Company 2005 - 2008
American Economic Planning Group Inc. 2002 - 2005
CIBC World Markets 1998 - 2000
Salomon Brothers 1996 - 1998
Merrill Lynch 1987 - 1996
Merrill Lynch 1987 - 1996
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA - Cum Laude, Finance
Bentley University 1978 — 1982
BS - Magna Cum Laude, Accounting
Heller Wealth Advisors LLC 2005 - Present
Bed Bath & Beyond 2003 - Present
Equity One, Inc June 2014 - Present
New York College of Podiatric Medicine 2013 - Present
The Schonbraun McCann Group, An FTI Company 2005 - 2008
American Economic Planning Group Inc. 2002 - 2005
CIBC World Markets 1998 - 2000
Salomon Brothers 1996 - 1998
Merrill Lynch 1987 - 1996
Merrill Lynch 1987 - 1996
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA - Cum Laude, Finance
Bentley University 1978 — 1982
BS - Magna Cum Laude, Accounting
Yaron Redlich's CIBC World Markets Experience July 1998 - February 2003
Job Senior Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies June 2014 - Present
Jefferies April 2010 - May 2014
NYC Department of Education March 2009 - March 2010
Bear Stearns / J.P. Morgan April 2007 - February 2009
Citigroup May 2004 - April 2007
CIBC World Markets July 1998 - February 2003
Skills
Investment Banking, Corporate Finance, Mergers, Acquisitions, Leveraged Finance, Business Development, Financial Modeling, Media, Telecommunications, Digital Media, Information Services, Marketing Services, Mergers & Acquisitions, Corporate Development, Private Equity, Valuation, Marketing, Capital Markets, Venture Capital
Education
Binghamton University - School of Management
BS, Finance
Jefferies June 2014 - Present
Jefferies April 2010 - May 2014
NYC Department of Education March 2009 - March 2010
Bear Stearns / J.P. Morgan April 2007 - February 2009
Citigroup May 2004 - April 2007
CIBC World Markets July 1998 - February 2003
Skills
Investment Banking, Corporate Finance, Mergers, Acquisitions, Leveraged Finance, Business Development, Financial Modeling, Media, Telecommunications, Digital Media, Information Services, Marketing Services, Mergers & Acquisitions, Corporate Development, Private Equity, Valuation, Marketing, Capital Markets, Venture Capital
Education
Binghamton University - School of Management
BS, Finance
Greg Mendelson's CIBC World Markets Experience May 2002 - June 2005
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2005 - Present
Banc of America Securities June 2005 - January 2008
CIBC World Markets May 2002 - June 2005
Arthur Andersen September 1999 - May 2002
Education
Binghamton University
BS, Business Management / Finance
Bank of America Merrill Lynch 2005 - Present
Banc of America Securities June 2005 - January 2008
CIBC World Markets May 2002 - June 2005
Arthur Andersen September 1999 - May 2002
Education
Binghamton University
BS, Business Management / Finance
Ted Levine, CPA CGMA CAMS's CIBC World Markets Experience Sr, Director - Internal AuditCIBC1997 - Present
Job Exec Director Internal Audit at CIBC World Markets
Industry Banking
Experience
CIBC World Markets Sr, Director - Internal AuditCIBC1997 - Present
Oppenheimer & Co. Inc. November 1982 - November 1997
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
CIBC World Markets Sr, Director - Internal AuditCIBC1997 - Present
Oppenheimer & Co. Inc. November 1982 - November 1997
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Adam Fishman's CIBC World Markets Experience July 2001 - March 2004
Job Executive Vice President at FBR
Industry Investment Banking
Experience
FBR March 2004 - Present
CIBC World Markets July 2001 - March 2004
Education
Brandeis University 1998 — 2001
BA, Cum Laude, Sociology
Bar-Ilan University 1997 — 1998
Ramaz 1993 — 1997
High School
FBR March 2004 - Present
CIBC World Markets July 2001 - March 2004
Education
Brandeis University 1998 — 2001
BA, Cum Laude, Sociology
Bar-Ilan University 1997 — 1998
Ramaz 1993 — 1997
High School
Frank Del Giudice's CIBC World Markets Experience March 1988 - Present
Job Executive Director at CIBC World Markets
Industry Banking
Experience
CIBC World Markets March 1988 - Present
Manufacturers Hanover Trust September 1985 - March 1988
Skills
Real Estate, Investments, Accounting, Risk Management, Credit Analysis, Finance, Real Estate Economics, Financial Reporting, Funding, Management, Strategic Planning, Real Estate Transactions, Investment Banking, Capital Markets
Education
City University of New York-Baruch College 1987 — 1993
BBA, Finance
CIBC World Markets March 1988 - Present
Manufacturers Hanover Trust September 1985 - March 1988
Skills
Real Estate, Investments, Accounting, Risk Management, Credit Analysis, Finance, Real Estate Economics, Financial Reporting, Funding, Management, Strategic Planning, Real Estate Transactions, Investment Banking, Capital Markets
Education
City University of New York-Baruch College 1987 — 1993
BBA, Finance
Sabine Mitton's CIBC World Markets Experience 1999 - 2009
Job Portfolio Administrator Agency Services at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2010 - Present
Oberon Media June 2009 - June 2010
CIBC World Markets 1999 - 2009
CIBC World Markets 1993 - 1999
CIBC World Markets 1988 - 1993
Skills
Access, Microsoft Excel, Lotus Notes, Outlook, Microsoft Word, SharePoint, Great Plains Software, Funding, Loans, Research, Bloomberg, Back Office, Asset Managment, Account Reconciliation, Equities, Asset Management
Education
Baruch College
Business Administration
Borough of Manhattan Community College
A.A.S., Office Administration
Barclays Capital July 2010 - Present
Oberon Media June 2009 - June 2010
CIBC World Markets 1999 - 2009
CIBC World Markets 1993 - 1999
CIBC World Markets 1988 - 1993
Skills
Access, Microsoft Excel, Lotus Notes, Outlook, Microsoft Word, SharePoint, Great Plains Software, Funding, Loans, Research, Bloomberg, Back Office, Asset Managment, Account Reconciliation, Equities, Asset Management
Education
Baruch College
Business Administration
Borough of Manhattan Community College
A.A.S., Office Administration
Jack Wright's CIBC World Markets Experience December 1999 - December 2001
Job MINT PARTNERS Execution and Liquidity Solutions
Industry Capital Markets
Experience
MINT PARTNERS May 2015 - Present
Oppenheimer & Co. Inc. July 2014 - May 2015
KGS ALPHA CAPITAL MARKETS June 2013 - July 2014
BB&T Capital Markets January 2013 - June 2013
Intercontinental Exchange April 2009 - August 2012
Phoenix Partners January 2008 - December 2008
Credit Suisse March 2003 - November 2007
Murray Hill Properties January 2001 - March 2003
Deutsche Bank 2003 - 2003
CIBC World Markets December 1999 - December 2001
Skills
Derivatives, Hedge Funds, CDS, Fixed Income, Credit Derivatives, Equity Derivatives, Bonds, Alternative Investments, Credit, Equities, Private Equity, Structured Finance, Arbitrage, Structured Products, Capital Markets, Trading, Trading Systems, Options, Series 7, Financial Markets, Bloomberg, Electronic Trading, Swaps, High Yield, FX Options, Investment Banking, Middle Office, Interest Rate..., Series 63, Prime Brokerage, Emerging Markets
Education
Bentley University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Arizona State University 1992 — 1993
Deering High
MINT PARTNERS May 2015 - Present
Oppenheimer & Co. Inc. July 2014 - May 2015
KGS ALPHA CAPITAL MARKETS June 2013 - July 2014
BB&T Capital Markets January 2013 - June 2013
Intercontinental Exchange April 2009 - August 2012
Phoenix Partners January 2008 - December 2008
Credit Suisse March 2003 - November 2007
Murray Hill Properties January 2001 - March 2003
Deutsche Bank 2003 - 2003
CIBC World Markets December 1999 - December 2001
Skills
Derivatives, Hedge Funds, CDS, Fixed Income, Credit Derivatives, Equity Derivatives, Bonds, Alternative Investments, Credit, Equities, Private Equity, Structured Finance, Arbitrage, Structured Products, Capital Markets, Trading, Trading Systems, Options, Series 7, Financial Markets, Bloomberg, Electronic Trading, Swaps, High Yield, FX Options, Investment Banking, Middle Office, Interest Rate..., Series 63, Prime Brokerage, Emerging Markets
Education
Bentley University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Arizona State University 1992 — 1993
Deering High
Charlotte Yung's CIBC World Markets Experience June 2007 - January 2009
Job Loan Administration Profession
Industry Banking
Experience
Agricultural Bank of China May 2013 - November 2013
Bank of East Asia August 2012 - November 2012
Rabobank May 2012 - August 2012
BNP Paribas April 2010 - July 2011
CIBC World Markets June 2007 - January 2009
Sumitomo Mitsui Trust Bank Limited September 1990 - June 2006
The Sumitomo Bank Ltd., Co. February 1989 - September 1990
Skills
Loans, PC skills - Microsoft..., Systems - ACBS, MIDAS,...
Education
Baruch College
BBA, Finance
Agricultural Bank of China May 2013 - November 2013
Bank of East Asia August 2012 - November 2012
Rabobank May 2012 - August 2012
BNP Paribas April 2010 - July 2011
CIBC World Markets June 2007 - January 2009
Sumitomo Mitsui Trust Bank Limited September 1990 - June 2006
The Sumitomo Bank Ltd., Co. February 1989 - September 1990
Skills
Loans, PC skills - Microsoft..., Systems - ACBS, MIDAS,...
Education
Baruch College
BBA, Finance
Nick Campbell, CFA's CIBC World Markets Experience April 2014 - Present
Job Director, Corporate Solutions Group at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets April 2014 - Present
HSBC September 2010 - April 2014
Citco Fund Services November 2009 - September 2010
Credit Union Central Alberta November 2006 - November 2009
Outland Reforestation May 2003 - July 2006
Skills
Portfolio Management, FX, ALM, Derivatives, Financial Analysis, FX Options, Money Market, Treasury Management
Education
Acadia University 2002 — 2006
BBA, Finance, Marketing
CIBC World Markets April 2014 - Present
HSBC September 2010 - April 2014
Citco Fund Services November 2009 - September 2010
Credit Union Central Alberta November 2006 - November 2009
Outland Reforestation May 2003 - July 2006
Skills
Portfolio Management, FX, ALM, Derivatives, Financial Analysis, FX Options, Money Market, Treasury Management
Education
Acadia University 2002 — 2006
BBA, Finance, Marketing
Patricia Nuss's CIBC World Markets Experience November 1997 - June 2007
Job Director at FMSWM Service Company
Industry Banking
Experience
FMS-WM Service Company February 2014 - Present
Depfa Bank June 2007 - February 2014
CIBC World Markets November 1997 - June 2007
Nippon Credit Bank 1987 - 1997
BP North America 1984 - 1987
Skills
Cash Management, Payments, Funding, OFAC monitoring, System Monitoring, FX Options, Financial Markets, Fixed Income, Investments, Capital Markets, Settlement, Money Market, Back Office, Swaps, Structured Products, Structured Finance, Relationship Management, Bonds, Liquidity Management, AML, Investment Banking, Derivatives, Middle Office, Securitization, Anti Money Laundering
Education
Baruch College
FMS-WM Service Company February 2014 - Present
Depfa Bank June 2007 - February 2014
CIBC World Markets November 1997 - June 2007
Nippon Credit Bank 1987 - 1997
BP North America 1984 - 1987
Skills
Cash Management, Payments, Funding, OFAC monitoring, System Monitoring, FX Options, Financial Markets, Fixed Income, Investments, Capital Markets, Settlement, Money Market, Back Office, Swaps, Structured Products, Structured Finance, Relationship Management, Bonds, Liquidity Management, AML, Investment Banking, Derivatives, Middle Office, Securitization, Anti Money Laundering
Education
Baruch College
Richard Tiagi, CFA, FRM's CIBC World Markets Experience 2001 - 2005
Job SVP/Director, Risk and Capital Management
Industry Financial Services
Experience
GE Capital Capital Management / Recovery & Resolution plan auditDirector, Economic Capital, Capital ManagementScotiabankMay 2013 - February 2015
Scotiabank October 2008 - February 2015
TRIADO FINANCIAL GROUP INC. January 2008 - October 2008
HSBC June 2006 - January 2008
KCG Holdings, Inc. March 2005 - May 2006
CIBC April 2003 - March 2005
CIBC World Markets 2001 - 2005
CIBC World Markets March 2001 - April 2003
University of Toronto September 1999 - March 2001
RBC Dominion Securities June 2000 - August 2000
Skills
Derivatives, Capital Markets, Risk Management, Credit Risk, Financial Risk, Investments, Portfolio Management, Equities, Financial Services, Trading, Auditing, Internal Controls, Emerging Markets, Economics, Financial Analysis, Options, FX Options, Treasury Management, Operational Risk, Fixed Income, Hedge Funds, Investment Banking, Market Risk, Bloomberg, Treasury, Capital Management, CCAR, Economic Capital, Business Advisory
Education
University of Toronto 1999 — 2001
Masters, Economics, Risk Management & Finance
The University of Western Ontario 1998 — 1999
DHS, Economics
The University of Western Ontario 1997 — 1998
Bachelors, Economics
EU Business School 1995 — 1996
BBA, International Business School
International University 1994 — 1995
Economics & Finance
GE Capital Capital Management / Recovery & Resolution plan auditDirector, Economic Capital, Capital ManagementScotiabankMay 2013 - February 2015
Scotiabank October 2008 - February 2015
TRIADO FINANCIAL GROUP INC. January 2008 - October 2008
HSBC June 2006 - January 2008
KCG Holdings, Inc. March 2005 - May 2006
CIBC April 2003 - March 2005
CIBC World Markets 2001 - 2005
CIBC World Markets March 2001 - April 2003
University of Toronto September 1999 - March 2001
RBC Dominion Securities June 2000 - August 2000
Skills
Derivatives, Capital Markets, Risk Management, Credit Risk, Financial Risk, Investments, Portfolio Management, Equities, Financial Services, Trading, Auditing, Internal Controls, Emerging Markets, Economics, Financial Analysis, Options, FX Options, Treasury Management, Operational Risk, Fixed Income, Hedge Funds, Investment Banking, Market Risk, Bloomberg, Treasury, Capital Management, CCAR, Economic Capital, Business Advisory
Education
University of Toronto 1999 — 2001
Masters, Economics, Risk Management & Finance
The University of Western Ontario 1998 — 1999
DHS, Economics
The University of Western Ontario 1997 — 1998
Bachelors, Economics
EU Business School 1995 — 1996
BBA, International Business School
International University 1994 — 1995
Economics & Finance
Adam Huber, MBA's CIBC World Markets Experience May 2015 - Present
Job Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - Present
AIG June 2014 - May 2015
Bank of America April 2011 - June 2014
Ernst & Young October 2008 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Capital Markets, Strategic Planning, Business Planning, Strategy, Real Estate, Risk Management, Finance, Financial Analysis, Financial Reporting, Operational Excellence, Business Transformation, Operational Efficiency, Derivatives, Corporate Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Management
Binghamton University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Management with a concentration in Finance
CIBC World Markets May 2015 - Present
AIG June 2014 - May 2015
Bank of America April 2011 - June 2014
Ernst & Young October 2008 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Capital Markets, Strategic Planning, Business Planning, Strategy, Real Estate, Risk Management, Finance, Financial Analysis, Financial Reporting, Operational Excellence, Business Transformation, Operational Efficiency, Derivatives, Corporate Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Management
Binghamton University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Management with a concentration in Finance
Alan Goldberg, CPA's CIBC World Markets Experience April 2001 - August 2004
Job Finance Manager
Industry Financial Services
Experience
Deutsche Bank 2004 - Present
CIBC World Markets April 2001 - August 2004
Lehman Brothers 1998 - 2001
Citi 1996 - 1998
Citi 1992 - 1996
Skills
CPA, Credit Risk, Capital Markets, Financial Risk, Financial Modeling, Basel II, Banking, Equities, Risk Management, Fixed Income, Derivatives, Valuation, Investment Banking, Equity Derivatives, Credit Derivatives, FX Options, Financial Markets
Education
New York University
Master of Business Administration (MBA), Finance and Economics
Roslyn High School
SUNY Binghamton
Bachelor of Science (BS), Accounting
Deutsche Bank 2004 - Present
CIBC World Markets April 2001 - August 2004
Lehman Brothers 1998 - 2001
Citi 1996 - 1998
Citi 1992 - 1996
Skills
CPA, Credit Risk, Capital Markets, Financial Risk, Financial Modeling, Basel II, Banking, Equities, Risk Management, Fixed Income, Derivatives, Valuation, Investment Banking, Equity Derivatives, Credit Derivatives, FX Options, Financial Markets
Education
New York University
Master of Business Administration (MBA), Finance and Economics
Roslyn High School
SUNY Binghamton
Bachelor of Science (BS), Accounting
Ewa Misiewicz's CIBC World Markets Experience August 1999 - March 2002
Job Accounting Professional
Industry Accounting
Experience
MarCap Investors, LP July 2007 - December 2008
CIBC World Markets August 1999 - March 2002
Morgan Stanley Dean Witter August 1997 - August 1999
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting
MarCap Investors, LP July 2007 - December 2008
CIBC World Markets August 1999 - March 2002
Morgan Stanley Dean Witter August 1997 - August 1999
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting
Beth Maliakkal's CIBC World Markets Experience 1996 - 2000
Job Chief Financial Officer at Imperial Capital
Industry Investment Management
Experience
Imperial Capital May 2011 - Present
TD Bank Group 2005 - 2009
CIBC World Markets 1996 - 2000
Deloitte 1990 - 1996
Skills
Finance, Auditing, Financial Services, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Mergers & Acquisitions, Venture Capital, Financial Reporting, Investments, Accounting, Investment Banking
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1999
Master of Business Administration (MBA)
Bob Jones University 1986 — 1990
Bachelor of Science (B.Sc.), Accounting
Imperial Capital May 2011 - Present
TD Bank Group 2005 - 2009
CIBC World Markets 1996 - 2000
Deloitte 1990 - 1996
Skills
Finance, Auditing, Financial Services, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Mergers & Acquisitions, Venture Capital, Financial Reporting, Investments, Accounting, Investment Banking
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1999
Master of Business Administration (MBA)
Bob Jones University 1986 — 1990
Bachelor of Science (B.Sc.), Accounting
Jeremy Kinney, CFA's CIBC World Markets Experience May 2005 - September 2008
Job Associate Portfolio Manager at Sentry Investments
Industry Investment Management
Experience
Sentry Investments March 2015 - Present
CIBC Asset Management March 2011 - March 2015
CIBC World Markets May 2005 - September 2008
CIBC Asset Management 2003 - 2005
CIBC 2001 - 2003
Skills
Fixed Income, High Yield, Capital Markets, Bloomberg, Analysis, Bonds, Investments, Chartered Financial..., Asset Management, Hedge Funds, Financial Analysis
Education
City University of New York-Baruch College 2009 — 2010
MS, Accounting
Dalhousie University 1996 — 2001
BA, History & Business
Sentry Investments March 2015 - Present
CIBC Asset Management March 2011 - March 2015
CIBC World Markets May 2005 - September 2008
CIBC Asset Management 2003 - 2005
CIBC 2001 - 2003
Skills
Fixed Income, High Yield, Capital Markets, Bloomberg, Analysis, Bonds, Investments, Chartered Financial..., Asset Management, Hedge Funds, Financial Analysis
Education
City University of New York-Baruch College 2009 — 2010
MS, Accounting
Dalhousie University 1996 — 2001
BA, History & Business
Gloria C.R. Huber's CIBC World Markets Experience February 2003 - April 2005
Job Executive Director Risk Assessment Regulatory Review Group
Industry Banking
Experience
UBS September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
UBS AG April 2006 - January 2014
UBS AG - New York B April 2005 - April 2006
CIBC World Markets February 2003 - April 2005
ABN AMRO Bank N.V. September 2002 - December 2003
External Compliance Officer Inc. June 2002 - August 2002
Banco Atlantico Representative office March 2001 - June 2002
Bank Hapoalim February 2000 - March 2001
Citibank NA 1982 - 2000
Skills
AML, Private Banking, Investment Banking, Analysis, OFAC, Financial Risk, FINRA, USA PATRIOT Act, KYC, Capital Markets, Financial Institutions, Internal Controls, Internal Audit, Risk Management, Securities, Operational Risk, Auditing, Regulations, Operational Risk..., Financial Services, Due Diligence, Prime Brokerage, Derivatives, Financial Regulation, Fixed Income, Hedge Funds, FX Options, Equities, Series 7
Education
Baruch College, City University of New York (CUNY)
Management
Saint Peter's University
Undergraduate, Business/Mangement
UBS September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
UBS AG April 2006 - January 2014
UBS AG - New York B April 2005 - April 2006
CIBC World Markets February 2003 - April 2005
ABN AMRO Bank N.V. September 2002 - December 2003
External Compliance Officer Inc. June 2002 - August 2002
Banco Atlantico Representative office March 2001 - June 2002
Bank Hapoalim February 2000 - March 2001
Citibank NA 1982 - 2000
Skills
AML, Private Banking, Investment Banking, Analysis, OFAC, Financial Risk, FINRA, USA PATRIOT Act, KYC, Capital Markets, Financial Institutions, Internal Controls, Internal Audit, Risk Management, Securities, Operational Risk, Auditing, Regulations, Operational Risk..., Financial Services, Due Diligence, Prime Brokerage, Derivatives, Financial Regulation, Fixed Income, Hedge Funds, FX Options, Equities, Series 7
Education
Baruch College, City University of New York (CUNY)
Management
Saint Peter's University
Undergraduate, Business/Mangement
Jeffrey Haas's CIBC World Markets Experience March 1995 - December 2003
Job Old Hill Partners
Industry Financial Services
Experience
Old Hill Partners April 2011 - Present
Juniperhill Asset Management June 2009 - March 2011
Centrecourt Asset Management May 2004 - June 2008
CIBC World Markets March 1995 - December 2003
Credit Suisse First Boston March 1990 - March 1995
Deloitte & Touche September 1985 - March 1990
Skills
Portfolio Management, Trading, Due Diligence, Hedge Funds, Alternative Investments, Equities, Asset Managment, Investments, Private Equity, Securities, Fixed Income, Capital Markets, Private Placements, Investment Banking, Financial Markets, Venture Capital, Finance, Mergers & Acquisitions, Asset Management, Structured Finance, Fund Of Funds, Asset Allocation, Financial Modeling, Mutual Funds, Proprietary Trading, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance and International Business
Adelphi University 1982 — 1985
BBA, Accounting
SUNY at Buffalo 1980 — 1982
Old Hill Partners April 2011 - Present
Juniperhill Asset Management June 2009 - March 2011
Centrecourt Asset Management May 2004 - June 2008
CIBC World Markets March 1995 - December 2003
Credit Suisse First Boston March 1990 - March 1995
Deloitte & Touche September 1985 - March 1990
Skills
Portfolio Management, Trading, Due Diligence, Hedge Funds, Alternative Investments, Equities, Asset Managment, Investments, Private Equity, Securities, Fixed Income, Capital Markets, Private Placements, Investment Banking, Financial Markets, Venture Capital, Finance, Mergers & Acquisitions, Asset Management, Structured Finance, Fund Of Funds, Asset Allocation, Financial Modeling, Mutual Funds, Proprietary Trading, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance and International Business
Adelphi University 1982 — 1985
BBA, Accounting
SUNY at Buffalo 1980 — 1982
Darcy Browne's CIBC World Markets Experience January 2009 - Present
Job Managing Director CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets January 2009 - Present
Education
Bishop's University 1982 — 1985
CIBC World Markets January 2009 - Present
Education
Bishop's University 1982 — 1985
roland young's CIBC World Markets Experience 1984 - 2000
Job at Independent Financial and Insurance Consultant
Industry
Experience
Independent Financial and Insurance Consultant January 2005 - Present
CIBC World Markets 1984 - 2000
Education
Adelphi University 1987 — 1992
MBA, Business Administration
Independent Financial and Insurance Consultant January 2005 - Present
CIBC World Markets 1984 - 2000
Education
Adelphi University 1987 — 1992
MBA, Business Administration
Andrew Cleary's CIBC World Markets Experience May 2014 - Present
Job Executive Director at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets May 2014 - Present
TD Securities July 2011 - April 2014
TD Bank Group August 2010 - June 2011
Moody's Investors Service August 2007 - August 2010
Skills
Capital Markets, Project Finance, Investment Banking, Capital Structure, Fixed Income, Financial Analysis, Credit Risk, Financial Structuring, Corporate Finance, Valuation, Structured Finance, Loan Origination, Derivatives, Bonds, Equities, Hedge Funds, Debt, Origination, Financial Modeling
Education
Albany Law School of Union University 2004 — 2007
JD
CIBC World Markets May 2014 - Present
TD Securities July 2011 - April 2014
TD Bank Group August 2010 - June 2011
Moody's Investors Service August 2007 - August 2010
Skills
Capital Markets, Project Finance, Investment Banking, Capital Structure, Fixed Income, Financial Analysis, Credit Risk, Financial Structuring, Corporate Finance, Valuation, Structured Finance, Loan Origination, Derivatives, Bonds, Equities, Hedge Funds, Debt, Origination, Financial Modeling
Education
Albany Law School of Union University 2004 — 2007
JD
Danielle Regimbal's CIBC World Markets Experience November 1997 - Present
Job Medical Billing Staff, Dr. Ellen Golden, DPM
Industry
Experience
CIBC World Markets November 1997 - Present
Oppenheimer & Co. August 1989 - November 1997
Education
St. Joseph's College 1986 — 1989
BS in Business Administration, Management
Albertus Magnus College 1984 — 1986
n/a, Accounting
CIBC World Markets November 1997 - Present
Oppenheimer & Co. August 1989 - November 1997
Education
St. Joseph's College 1986 — 1989
BS in Business Administration, Management
Albertus Magnus College 1984 — 1986
n/a, Accounting
Evan Halas's CIBC World Markets Experience March 2000 - November 2010
Job Senior Product Controller at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2010 - Present
CIBC World Markets March 2000 - November 2010
Skills
Equity Derivatives, Middle Office, Equities, Product Control, Structured Finance, Financial Services, Finance, Derivatives, Fixed Income, Bloomberg, Capital Markets, Investment Banking, Hedge Funds, Swaps, FX Options, Market Risk
Education
Baruch College, City University of New York (CUNY) 1987 — 2004
BBA, Finance
RBC Capital Markets December 2010 - Present
CIBC World Markets March 2000 - November 2010
Skills
Equity Derivatives, Middle Office, Equities, Product Control, Structured Finance, Financial Services, Finance, Derivatives, Fixed Income, Bloomberg, Capital Markets, Investment Banking, Hedge Funds, Swaps, FX Options, Market Risk
Education
Baruch College, City University of New York (CUNY) 1987 — 2004
BBA, Finance
Jeanny Tan's CIBC World Markets Experience January 1997 - December 2007
Job
Industry Financial Services
Experience
Oppenheimer & Co. January 2008 - Present
CIBC World Markets January 1997 - December 2007
Skills
Fixed Income, Financial Analysis, Equities, Equity Research
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Finance & Accounting
Computer Institute of Montreal Canada 1987 — 1989
Associate Degree, Computer Information System
Oppenheimer & Co. January 2008 - Present
CIBC World Markets January 1997 - December 2007
Skills
Fixed Income, Financial Analysis, Equities, Equity Research
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Finance & Accounting
Computer Institute of Montreal Canada 1987 — 1989
Associate Degree, Computer Information System
Max Mirbashiri's CIBC World Markets Experience December 2000 - June 2003
Job Business Support Specialist at CIBC
Industry Banking
Experience
LONE STAR HOME DESIGN. March 2010 - September 2015
CIBC ELECTRONIC BANKING May 2005 - October 2009
CIBC World Markets December 2000 - June 2003
Skills
Customer Service, Microsoft Office, Time Management, Management, Project Management, Team Leadership, Business Analysis, Leadership, Process Improvement, Financial Analysis
Education
Centennial College School of Business 2003 — 2005
Business Administration and Management, General
Marc Garneau collegeate 1994 — 1998
High School Diploma
LONE STAR HOME DESIGN. March 2010 - September 2015
CIBC ELECTRONIC BANKING May 2005 - October 2009
CIBC World Markets December 2000 - June 2003
Skills
Customer Service, Microsoft Office, Time Management, Management, Project Management, Team Leadership, Business Analysis, Leadership, Process Improvement, Financial Analysis
Education
Centennial College School of Business 2003 — 2005
Business Administration and Management, General
Marc Garneau collegeate 1994 — 1998
High School Diploma
Monika Cadar's CIBC World Markets Experience May 2006 - September 2012
Job Executive Assistant at CIBC
Industry Investment Banking
Experience
CIBC August 2013 - Present
CIBC September 2012 - Present
CIBC World Markets May 2006 - September 2012
B2B Trust January 2006 - April 2006
Electrica June 2003 - September 2005
Skills
Visio, Microsoft Excel, Outlook, Lotus Notes, Administrative..., Access, Microsoft Office, Analysis, Multitasker, Fast Learner, PowerPoint, Office Administration, Project Coordination, Business Analysis
Education
Universitatea de Vest din Timișoara 2000 — 2001
Bachelor, Law Degree
Universitatea din Oradea 1997 — 2001
Bachelor’s Degree, Law
CIBC August 2013 - Present
CIBC September 2012 - Present
CIBC World Markets May 2006 - September 2012
B2B Trust January 2006 - April 2006
Electrica June 2003 - September 2005
Skills
Visio, Microsoft Excel, Outlook, Lotus Notes, Administrative..., Access, Microsoft Office, Analysis, Multitasker, Fast Learner, PowerPoint, Office Administration, Project Coordination, Business Analysis
Education
Universitatea de Vest din Timișoara 2000 — 2001
Bachelor, Law Degree
Universitatea din Oradea 1997 — 2001
Bachelor’s Degree, Law
Darren K. Smith, CFA's CIBC World Markets Experience 2000 - 2002
Job Portfolio Manager, Kimberlite Frontier Africa Team, The Rock Creek Group
Industry Financial Services
Experience
The Rock Creek Group, Kimberlite Frontier Africa Team February 2014 - Present
Emerging Markets Managemet February 2011 - Present
Cheuvreux September 2007 - October 2010
Gulf Capital Group June 2006 - August 2007
Dundee Securities 2002 - 2005
CIBC World Markets 2000 - 2002
Education
Bishop's University 1996 — 2000
BBA, Finance
The Rock Creek Group, Kimberlite Frontier Africa Team February 2014 - Present
Emerging Markets Managemet February 2011 - Present
Cheuvreux September 2007 - October 2010
Gulf Capital Group June 2006 - August 2007
Dundee Securities 2002 - 2005
CIBC World Markets 2000 - 2002
Education
Bishop's University 1996 — 2000
BBA, Finance
Steve Banquier's CIBC World Markets Experience April 2005 - November 2010
Job Vice President & Director Prime Brokerage at TD Securities
Industry Capital Markets
Experience
TD Securities March 2011 - Present
CIBC World Markets April 2005 - November 2010
Deutsche Bank 1997 - 2005
Nomura International 1996 - 1997
Skills
Prime Brokerage, Securities Lending, Equities, Hedge Funds, Trading, Risk Management, Fixed Income, Equity Derivatives, Capital Markets, Electronic Trading, Derivatives, Alternative Investments, Bloomberg
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
Bishop's University 1991 — 1995
TD Securities March 2011 - Present
CIBC World Markets April 2005 - November 2010
Deutsche Bank 1997 - 2005
Nomura International 1996 - 1997
Skills
Prime Brokerage, Securities Lending, Equities, Hedge Funds, Trading, Risk Management, Fixed Income, Equity Derivatives, Capital Markets, Electronic Trading, Derivatives, Alternative Investments, Bloomberg
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
Bishop's University 1991 — 1995
Papalia Maria's CIBC World Markets Experience January 2010 - Present
Job financial services rep at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets January 2010 - Present
Algonquin College 2008 - June 2011
Integration Resources Canada May 2006 - October 2010
Education
Algonquin College of Applied Arts and Technology 1979 — 1980
Bachelor of Business Administration (B.B.A.)
CIBC World Markets January 2010 - Present
Algonquin College 2008 - June 2011
Integration Resources Canada May 2006 - October 2010
Education
Algonquin College of Applied Arts and Technology 1979 — 1980
Bachelor of Business Administration (B.B.A.)
Howard Alexander's CIBC World Markets Experience March 2003 - August 2004
Job Director, Head of Compliance, Dexia, NY
Industry Banking
Experience
Dexia Credit Local, NY August 2012 - Present
PwC July 2005 - August 2012
CIBC World Markets March 2003 - August 2004
Banco Santander, NY Branch April 1994 - February 2003
Skills
Risk Management, AML, Financial Institutions, Financial Services, Internal Controls, Due Diligence, Big 4, Management Consulting, Financial Risk, Financial Reporting, Financial Modeling, Accounting, Banking, Investments, Management, Anti Money Laundering, Capital Markets, Strategy
Education
Bates College
BA, Economics
Geroge Washington University, Washington, D.C.
Graduate Studies, Finance and Investments
Dexia Credit Local, NY August 2012 - Present
PwC July 2005 - August 2012
CIBC World Markets March 2003 - August 2004
Banco Santander, NY Branch April 1994 - February 2003
Skills
Risk Management, AML, Financial Institutions, Financial Services, Internal Controls, Due Diligence, Big 4, Management Consulting, Financial Risk, Financial Reporting, Financial Modeling, Accounting, Banking, Investments, Management, Anti Money Laundering, Capital Markets, Strategy
Education
Bates College
BA, Economics
Geroge Washington University, Washington, D.C.
Graduate Studies, Finance and Investments
Sherman Edmiston's CIBC World Markets Experience 1999 - 2000
Job managing director at Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper 2009 - Present
Huron Consulting Group April 2006 - October 2009
Nomura Securities 2000 - 2003
CIBC World Markets 1999 - 2000
PricewaterhouseCoopers 1996 - 1999
Skills
Due Diligence, Private Equity, Investment Banking, Valuation, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance and Accounting
Arizona State University 1980 — 1985
Bachelor’s Degree, Mechanical Engineering
Brooklyn Technical High School 1976 — 1980
High School, Architecture
Zolfo Cooper 2009 - Present
Huron Consulting Group April 2006 - October 2009
Nomura Securities 2000 - 2003
CIBC World Markets 1999 - 2000
PricewaterhouseCoopers 1996 - 1999
Skills
Due Diligence, Private Equity, Investment Banking, Valuation, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance and Accounting
Arizona State University 1980 — 1985
Bachelor’s Degree, Mechanical Engineering
Brooklyn Technical High School 1976 — 1980
High School, Architecture
Richard Sadowsky's CIBC World Markets Experience March 1998 - June 1999
Job Acting Chief Executive Officer at Voltari
Industry Telecommunications
Experience
Voltari December 2013 - Present
Voltari April 2013 - December 2013
Motricity November 2012 - April 2013
SNR Denton August 2002 - December 2012
FutureTV May 1999 - September 2000
CIBC World Markets March 1998 - June 1999
Rubin Baum 1988 - 1999
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1977 — 1980
Doctor of Law (J.D.)
Hampshire College 1973 — 1977
Bachelor of Arts (B.A.), Philosophy
Voltari December 2013 - Present
Voltari April 2013 - December 2013
Motricity November 2012 - April 2013
SNR Denton August 2002 - December 2012
FutureTV May 1999 - September 2000
CIBC World Markets March 1998 - June 1999
Rubin Baum 1988 - 1999
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1977 — 1980
Doctor of Law (J.D.)
Hampshire College 1973 — 1977
Bachelor of Arts (B.A.), Philosophy
Prema Shekar's CIBC World Markets Experience May 2010 - Present
Job BUSINESS ANALYST at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets May 2010 - Present
CIBC World Markets August 2005 - Present
Education
Bharathiar University
Master's degree, Mathematics
CIBC World Markets May 2010 - Present
CIBC World Markets August 2005 - Present
Education
Bharathiar University
Master's degree, Mathematics
DJ Hilliker's CIBC World Markets Experience May 1995 - Present
Job Managing Director, Fixed Income & Currencies. CIBC World Markets Corp
Industry Investment Banking
Experience
CIBC World Markets May 1995 - Present
Education
Bishop's University 1980 — 1983
BBA, Finance
Royal St. George's College 1979 — 1980
High School
CIBC World Markets May 1995 - Present
Education
Bishop's University 1980 — 1983
BBA, Finance
Royal St. George's College 1979 — 1980
High School
James Wiley-Frohmader's CIBC World Markets Experience January 1996 - October 1998
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
JPMorgan Chase June 2008 - June 2014
Bear Stearns & Co November 1998 - June 2008
CIBC World Markets January 1996 - October 1998
Skills
Emerging Markets Equity..., Emerging Markets Debt..., Latin American markets, US Equities, US Investment Grade &...
Education
Bard College 1992 — 1996
Bachelor of Arts (BA), Anthropology and Economics
St. Andrews School 1987 — 1991
Morgan Stanley Wealth Management June 2014 - Present
JPMorgan Chase June 2008 - June 2014
Bear Stearns & Co November 1998 - June 2008
CIBC World Markets January 1996 - October 1998
Skills
Emerging Markets Equity..., Emerging Markets Debt..., Latin American markets, US Equities, US Investment Grade &...
Education
Bard College 1992 — 1996
Bachelor of Arts (BA), Anthropology and Economics
St. Andrews School 1987 — 1991
Rajib Momen's CIBC World Markets Experience 2000 - 2001
Job Founder | Boston Computing Network
Industry Information Technology and Services
Experience
Boston Computing Network December 2001 - Present
CIBC World Markets 2000 - 2001
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Mathematics
Boston University - School of Management
Boston Latin School 1992 — 1999
Boston Computing Network December 2001 - Present
CIBC World Markets 2000 - 2001
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Mathematics
Boston University - School of Management
Boston Latin School 1992 — 1999
Steven Marconi's CIBC World Markets Experience June 2007 - August 2007
Job Manager, Corporate Finance & Strategic Development at Pearson plc
Industry Publishing
Experience
Pearson plc January 2011 - Present
Piper Jaffray June 2008 - December 2010
CIBC World Markets June 2007 - August 2007
Ski Barn 2001 - 2007
Education
Boston College 2004 — 2008
Bachelor of Science (BS), Finance & Economics
Bergen Catholic High School 2000 — 2004
Pearson plc January 2011 - Present
Piper Jaffray June 2008 - December 2010
CIBC World Markets June 2007 - August 2007
Ski Barn 2001 - 2007
Education
Boston College 2004 — 2008
Bachelor of Science (BS), Finance & Economics
Bergen Catholic High School 2000 — 2004
Daniel McMahon's CIBC World Markets Experience August 1999 - March 2008
Job Director of Equity Trading at Raymond James & Assoc.
Industry Capital Markets
Experience
Raymond James & Assoc. March 2008 - Present
CIBC World Markets August 1999 - March 2008
Instinet Corporation 1994 - 1997
Education
Boston College 1983 — 1987
BA, Economics
Raymond James & Assoc. March 2008 - Present
CIBC World Markets August 1999 - March 2008
Instinet Corporation 1994 - 1997
Education
Boston College 1983 — 1987
BA, Economics
Dave Rogoff's CIBC World Markets Experience 1996 - 2004
Job Lead IT Audit Manager at American Stock Transfer; Trust Company, LLC (US and Canada)
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC April 2015 - Present
Robert Half Management Resources July 2005 - March 2015
Experis 2011 - 2012
American Express Tax and Business Services 2004 - 2005
CIBC World Markets 1996 - 2004
Salomon Brothers April 1994 - April 1996
Bankers Trust 1980 - 1994
Skills
Project Management, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, ITAudit, Strategic Planning, Microsoft Word, Public Speaking, PowerPoint, Research, Management, SOX 404, CAATS, Continuous Monitoring, Financial Risk, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Master’s Degree, Computer Science, B+
Baruch College, City University of New York (CUNY) 1974 — 1979
Bachelor’s Degree, Accounting, B
American Stock Transfer & Trust Company, LLC April 2015 - Present
Robert Half Management Resources July 2005 - March 2015
Experis 2011 - 2012
American Express Tax and Business Services 2004 - 2005
CIBC World Markets 1996 - 2004
Salomon Brothers April 1994 - April 1996
Bankers Trust 1980 - 1994
Skills
Project Management, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, ITAudit, Strategic Planning, Microsoft Word, Public Speaking, PowerPoint, Research, Management, SOX 404, CAATS, Continuous Monitoring, Financial Risk, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Master’s Degree, Computer Science, B+
Baruch College, City University of New York (CUNY) 1974 — 1979
Bachelor’s Degree, Accounting, B
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS