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
CIBC World Markets November 1995 - Present
Skills
Corporate Finance, Financial Modeling, Equities, Capital Markets, Valuation, Investment Banking, Due Diligence
Education
Ryerson University 1974 — 1979
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Korn Ferry August 2014 - Present
Hatch February 2012 - July 2014
Ontario Teachers' Pension Plan (OTPP) January 2006 - April 2011
Ontario Teachers' Pension Plan April 1996 - January 2006
TD Securities January 1995 - April 1996
CIBC World Markets 1994 - 1995
Education
University of Washington 2012 — 2015
Master of Library & Information Science (MLIS)
Ryerson University
BComm, Business Technology Management
University of Toronto 2002 — 2003
Certificate, Managing Information Enterprises
Sheridan College
Library & Information Technician
Export Development Canada 2012 - Present
Caribbean Development Fund 2009 - 2012
CIBC World Markets 2006 - 2009
TD 2000 - 2006
Skills
Credit Risk Management, International Banking, Fiscal Budgeting, Real Estate Development, Real Estate Transactions, Corporate Finance, Commercial Banking, Hospitality Management, Casino Gaming, Project Finance, Hospitality, Financial Modeling, Credit Risk, Financial Analysis, Banking, Budgets, Business Analysis, Finance, Valuation, Asset Management, Mergers & Acquisitions, Business Development, Management, Structured Finance, Financial Structuring, Financial Risk, Loans, Credit, Investments, Investment Banking, Analysis, Private Equity, Capital Markets, Syndications, Trade Finance, Credit Analysis, Risk Management
Education
CFA Institue 2012 — 2012
CFA level 3 candidate, Finance
Universidad de Buenos Aires 2012 — 2012
Spanish Studies
Ryerson University 2008 — 2009
Master of Business Administration (MBA), International Business
Canadian Securities Institute 1999 — 2000
Canadian Securities Course, Conduct and Practice Handbook, Dervativies Fundamentals Cert
University of Toronto 1995 — 2000
Bachelor of Arts (B.A.), Economics and Statistics double major
Deposit Services International Financial Data Services October 2011 - Present
CIBC World Markets September 2004 - November 2010
Skills
Customer Service, Team Building, Management, Coaching, Banking, Leadership, Teamwork, Performance Management, Risk Management, Change Management, CRM, Team Management
Education
Ryerson University 1993 — 1993
Introduction to Computer, Computers
Whole Foods Market April 2014 - Present
Whole Foods Market September 2013 - April 2014
Whole Foods Market April 2013 - September 2013
MJ2, LLC June 2003 - January 2012
CIBC World Markets June 2001 - June 2003
Skills
Strategic Planning, Retail Buying, Contract Negotiation, Merchandising, Microsoft Office, Financial Modeling, Research, Brand Development, Brand Communication, Adobe Creative Suite, Food Manufacturing, Supplier Negotiation, Lease Negotiations, Retail Marketing, Integrated Marketing, Securities, Marketing Communications, Leadership, Hiring, Training
Education
Rowan University 1997 — 2001
BA, Public Relations
Merrill Lynch June 2013 - Present
Liquidnet 2006 - 2012
CIBC World Markets 2005 - 2006
UBS Investment Bank 2003 - 2005
Macgregor 2001 - 2003
Skills
Testing, Electronic Trading, Trading, Trading Systems, Management, Process Improvement
Education
Sherman College of Straight Chiropractic
Doctor of Chiropractic
University of Massachusetts, Amherst
Bachelor of Science (BS)
Morgan Stanley February 2012 - April 2013
Morgan Stanley February 2011 - January 2012
Morgan Stanley February 2008 - February 2011
CIBC World Markets March 2006 - January 2008
Deutsche Bank May 2004 - February 2006
Deloitte & Touche January 2000 - February 2004
Navigant Consulting June 1999 - January 2000
Skills
Equity Research, Series 7, Investor Relations, Series 63, Bloomberg, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BS, Finance
Architect Partners LLC 2010 - Present
Rutberg & Company LLC 2006 - 2009
GKM / Osprey Ventures 2006 - 2006
Banc of America Securities LLC 2000 - 2005
CIBC World Markets 1998 - 2000
Oppenheimer & Co., Inc. 1987 - 1998
Skills
Mergers, Business Strategy, Digital Media, Finance, Negotiation, Mobile Devices, Positioning, Capital Structure, Software, Venture Capital, Corporate Development, Private Equity, Start-ups, Mergers & Acquisitions, Investment Banking, Entrepreneurship
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration, Finance
CIBC World Markets September 2014 - Present
Barclays Investment Bank 2013 - September 2014
Deutsche Bank 2008 - 2012
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg
Education
Rutgers University-New Brunswick
Bachelor's Degree, Economics
Rutgers University-New Brunswick
Bachelor's Degree, Political Science
New Look Cosmetics, Inc. December 2014 - Present
Beauty World June 2014 - Present
Deásá Labs - Happy Seeds™ December 2011 - June 2014
MSLA April 2010 - October 2010
S&V Labs January 2008 - February 2010
Bank of America - Banc of America Securities September 2001 - May 2007
CIBC World Markets September 2000 - September 2001
Skills
Skin Care, Sales Management, Marketing Strategy, Entrepreneurship, New Business Development, Cosmetics, Wellness, Product Development, Cross-functional Team...
Education
San Francisco State University 1996 — 2000
Bachelor of Arts (B.A.), Broadcast Communication & Marketing, 3.65
Lanyon July 2014 - Present
AT&T July 2013 - July 2014
AT&T February 2011 - July 2013
AT&T April 2010 - February 2011
AT&T December 2008 - April 2010
Wayport, Inc. November 2004 - December 2008
Goldman Sachs July 2001 - June 2004
CIBC World Markets 2000 - 2000
Skills
Mergers, Financial Analysis, Investment Banking, Contract Negotiation, Telecommunications, Corporate Development, Financial Modeling, Leadership, Negotiation, Business Strategy, Cross-functional Team..., Process Improvement, Start-ups, Corporate Finance, Venture Capital, Valuation, Product Management, Business Analysis, Strategic Planning, Program Management, Mergers & Acquisitions, Due Diligence, Enterprise Software, Project Management, Managerial Finance, Strategy, Sales Compensation, Forecasting, Strategic Financial..., Strategic Partnerships, Competitive Analysis, Business Development, Analysis, Analytics
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA)
Rice University 1997 — 2001
BA, Mathematical Economic Analysis
Phillips Academy 1994 — 1997
Unicorn HRO September 2014 - April 2015
ADP April 2014 - August 2014
ADP September 2013 - January 2014
Tiffany & Co. September 2011 - September 2013
Brown Brothers Harriman July 2006 - August 2011
Marsh & McLennan Companies, Inc. June 2001 - April 2004
CIBC World Markets August 2000 - April 2001
Valmont Industries February 2000 - June 2000
Federated Department Stores May 1999 - February 2000
Ernst & Young September 1996 - August 1998
Skills
SDLC, PeopleSoft, User Acceptance Testing, Requirements Analysis, Oracle, SQL, Oracle Applications, PeopleCode, Payroll for North..., Payroll, Payroll Interface, Benefits Administration, PeopleTools, HRIS, SQR, Microsoft SQL Server, Integration, Software Documentation, ADP Payroll, Architecture, Business Intelligence, Business Analysis, Business Process, Production Support, COBOL, Client Expectations..., Data Conversion, Computer Science, Consulting, Databases, Effective in..., DB2, Employee Benefits, FTP, Filezilla, Putty, ERP, Human Resources, HRIT, Human Resources &..., Interface Builder, Security, Unix, Testing, Vendor Management, Management, Project Management, Quality Assurance..., Microsoft Office Suite, TOAD, SqlTalk, SQL..., Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
Anthem Institute-Parsippany 1988 — 1988
Certificate in Computer Programming, Computer Programming
The Menil Collection July 2014 - Present
Kay Mason Foundation January 2013 - December 2013
US Bank July 2011 - September 2011
Assured Guaranty 2006 - 2010
BNP Paribas 2001 - 2006
KBC Bank 1998 - 2001
CIBC World Markets 1995 - 1998
Sumitomo Mitsui Banking Corporation 1994 - 1995
JP Morgan Chase 1988 - 1994
Bank of America 1984 - 1988
Skills
Finance, Public Finance, Banking, Capital Markets, Structured Finance, Bonds, Credit Analysis, ESL, EFL, Management, Fixed Income, Financial Structuring, Project Finance, Investment Banking, Derivatives, Securities, Investments, Business Development, Financial Modeling, Portfolio Management
Education
Teachers College of Columbia University 2012 — 2012
Certificate / Teaching English to Speakers of Other Languges, Teaching English as a Second or Foreign Language/ESL Language Instructor
Southern Methodist University 1979 — 1983
BBA, Accounting
Morgan Stanley 2012 - Present
Morgan Stanley 2009 - 2012
CIBC World Markets 2007 - 2009
Education
Rice University
Bachelor's degree, Economics
Needham & Company LLC July 2008 - March 2015
CIBC World Markets January 2001 - March 2008
CIBC World Markets January 1998 - January 2001
Oppenheimer & Co., Inc January 1993 - January 1998
William O'Neil & Co., Inc January 1991 - January 1993
Skills
Equity Research, Investment Banking, Valuation, Equities, Capital Markets, Equity Valuation, DCF, Hedge Funds, Financial Modeling, Bloomberg, Private Equity, Equity Capital Markets, Corporate Finance, Due Diligence, Stock Picking, M&A experience, Investments, Financial Analysis, Mergers, Strategy
Education
The Anderson School at UCLA 1995 — 1998
Master of Business Administration, Finance
Robert Morris College 1986 — 1990
Bachelor of Science, Business Administration; Finance
CIBC World Markets December 2012 - Present
CIBC World Markets May 2012 - December 2012
CIBC World Markets July 2010 - April 2012
BSM Wireless March 2007 - January 2010
Skills
Team Leadership, Project Management, Strategic Planning, Business Analysis, Derivatives, Options, Business Planning, Risk Management, Telecommunications, Business Strategy, Accounting, Product Management, Customer Service, Business Development, CRM, Operations Management, Vendor Management, Forecasting, Settlement
Education
Canadian Securities Institute 2015 — 2016
Investments and Securities
Sheridan College 1995 — 1996
Business Administration
Ascension Of Our Lord
Osler, Hoskin & Harcourt LLP January 2015 - Present
Elevate2Cloud.com April 2014 - February 2015
N2N Support Inc March 2012 - April 2014
Whiterock REIT December 2010 - March 2012
Citibank Canada October 2007 - November 2010
CIBC World Markets May 2005 - September 2007
Skills
CRM, Process Improvement, Analysis, Salesforce.com, Customer Service, Team Leadership, Forecasting, Business Analysis, Salesforce Developer, Data Management, Analytics, Reports, Dashboard, Finance, Financial Analysis, Asset Management, Logistics Management, Cloud Computing, Business Intelligence, SDLC, Management, Project Management, Requirements Analysis, SQL
Education
Ryerson University
Bachelor of Commerce (BCom), Business Administration, Management and Operations
RBC November 2014 - Present
Deloitte June 2014 - October 2014
Deloitte March 2011 - May 2014
Thindata 1:1 October 2009 - March 2011
Nightingale Informatix February 2007 - September 2009
RBC Capital Markets May 2005 - February 2007
CIBC World Markets September 2003 - December 2004
Skills
IT Strategy, Product Development, Optimization, SDLC, Integration, Software Project..., Business Analysis, Visio, Requirements Analysis, Business Process..., Program Management, SQL Server, .NET, Process Engineering, UML, VB.NET, SQL, Visual Basic, MS Project, Team Leadership, Project Planning, Process Improvement, Management Consulting, Software Development, Product Management, Enteprise Data..., Healthcare Information..., Public Sector, Enterprise Portfolio..., Web Development, Databases, Business Process..., Business Strategy, Strategic Consulting, Software Implementation, PMP, Strategy, Project Management, Microsoft SQL Server, Outsourcing, Enterprise Software, PMO, Management, Data Migration, Business Process, Requirements Gathering, Project Portfolio..., Solution Architecture, Business Intelligence
Education
University of Toronto 2011 — 2014
Masters of Information Systems & Design
Project Management Institute
PMP, Project Management Professional Certification
Sheridan College
Diploma, Computer Science
University of Toronto
Honours B.Sc, Computer Science
ISE Holdings August 2015 - Present
WallachBeth Capital April 2014 - August 2015
Cowen & Company October 2011 - February 2014
RBC Capital Markets April 2008 - August 2011
CIBC World Markets July 2001 - April 2008
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS, Mechanical Engineering
East Providence High School 1994 — 1997
HS Diploma
CIBC World Markets December 2010 - Present
Corus Entertainment October 2008 - March 2009
BBM Canada November 2007 - September 2008
Skills
Powershell 2, Bash, VBScript, Perl Script, HTML scripting, XHTML, Unix, Unix Operating Systems, Unix Shell Scripting, Linux, Linux System..., Linux Server, Linux Firewalls, Windows Server, MySQL, SQL, Microsoft SQL Server, Microsoft Office, DNS, Virtualization, DHCP, VPN, Windows 7, Active Directory, Networking, Perl
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Computer Networking and Technical Support, GPA 3.95
University of Ottawa / Université d'Ottawa 1990 — 1994
Bachelor of Science, Human Kinetics
CIBC World Markets August 2013 - Present
Summerhill Capital Management September 2008 - August 2013
BMO Nesbitt August 2006 - September 2008
BMO Nesbitt Burns June 2005 - August 2006
Skills
Fixed Income, Trading, Investments, Bloomberg, Equity Trading, Mutual Funds, Options, Portfolio Management, Equities, Financial Modeling, CRM, Securities, Risk Management, Capital Markets, Bonds
Education
Ryerson University 2001 — 2004
Bachelor of Commerce, Finance; Information Technology
Michael Power
CIBC May 2007 - Present
CIBC May 2006 - April 2007
CIBC World Markets June 2002 - April 2006
SLM Software Inc. / Channel Wave Canada Inc. 1997 - April 2002
Skills
Business Analysis, Project Management, PMO, Project Portfolio..., Project Planning, PMP, Project Delivery, ITIL, Governance, Banking, Business Strategy, Corporate Finance, Fixed Income Strategies, Business Development, Leadership, Strategic Planning, SDLC, Requirements Gathering, Software Project..., Business Requirements, Requirements Analysis, Quality Assurance, Vendor Management, Retail Banking, Architecture, Business Intelligence, Business Planning, Equities, Financial Analysis, Relationship Management, Investment Banking, E-commerce, Wealth Management
Education
Seneca College of Applied Arts and Technology 1994 — 1997
Diploma, Computer Programming and Analysis
Dhaka University 1982 — 1986
Bachelor’s Degree, Business/Commerce
CIBC May 2015 - Present
CIBC World Markets December 2013 - May 2015
Rosewood Consulting Inc. October 2012 - August 2014
SunGard December 2010 - September 2012
XRM Global November 2009 - November 2010
HSBC October 2007 - October 2009
IBM Canada September 2005 - September 2007
Skills
Project Management, Training, Process Analysis, Analysis, Project Planning, Administrative..., Software Documentation, Visio, Executive..., Business Travel, Lotus Notes, MS Project, SharePoint, Expense Management, Microsoft Office, Office Management, Coordination, Event Management, Corporate Events, Team-oriented, Vendor Management, Cost Management, Conference Coordination, Financial Reporting, Board of Directors..., Human Resources, Operational Efficiency, Personal Administration, Research, Diplomacy, Business Analysis, Budgets, Management, Team Leadership, Project Coordination, Process Improvement, PMO, Business Process..., Requirements Gathering, Business Requirements, Teamwork, Time Management, System Administration, Program Management, Onboarding, Change Management, Project Delivery, Risk Management, SDLC, Leadership
Education
Royal Military College of Canada/Collège militaire royal du Canada 1999 — 2002
Master of Arts (M.A.), Management & Policy
Project Management Institute 2008 — 2009
PMP, PMP Certification
University of New Brunswick 1995 — 1999
BA, Honours Psychology
CIBC World Markets 1998 - Present
Canadian Imperial Bank of Commerce 1998 - Present
Dresdner Kleinwort Benson September 1995 - 1997
Citibank 1985 - May 1995
Education
Rutgers University-New Brunswick 1980 — 1984
BA, Finance, Communications
CGI November 2013 - Present
TD Auto Finance February 2013 - July 2013
CREIT Management L.P. (Canadian Real Estate Investment Trust) June 2011 - February 2013
CIBC World Markets June 2008 - October 2010
Percepta October 2001 - November 2007
FinanciaLinx, Online Dealer Solutions February 2000 - September 2001
CIBC Insurance January 1998 - January 2000
Monnex Insurance Brokers October 1993 - January 1998
Skills
Crystal Reports, Microsoft SQL Server, T-SQL, Visual Basic, Stored Procedures, VB.NET, Web Services, Databases, Software Development, Oracle, .NET, ASP, ASP.NET, HTML, VBScript, VBA, Access, SSRS, SSIS, SOA, Data Warehousing, C#, Integration, Testing, Business Intelligence, Visual Studio, Requirements Analysis, Systems Analysis, C# 4.0, Xml, XSLT, Oracle PL/SQL..., Web Applications, T-SQL Stored Procedures, WCF, Advent Geneva, DTS, Microsoft Excel, Capital Markets, Netik, SDLC
Education
Ryerson University 1992 — 1997
Bachelor of Science, Applied Computer Science
Credit Suisse January 2015 - Present
CIBC World Markets April 2013 - April 2014
RBC Capital Markets January 2012 - March 2013
Scotia Capital February 2010 - January 2012
PSAGOT Investment House September 2007 - November 2008
HAREL Investment House February 2005 - September 2007
Harmonic Data Systems April 2000 - April 2003
Israeli Naval Force, IDF March 1996 - April 2000
Skills
Fixed Income, Derivatives, Interest Rate..., Rates, Credit, Risk Analysis, Business Analysis, Project Management, Front Office, Trading, Trading Systems, Electronic Trading, Sales, Analysis, Structured Products
Education
Royal Roads University 2003 — 2005
Bachelor of Commerce (BCom)
CSI
CSC, Canadian Securities Course
University of Victoria and Tel Aviv University
BMO Capital Markets February 2014 - Present
CIBC World Markets March 2007 - February 2014
Skills
Derivatives, Hedge Funds, Capital Markets, Asset Management, Equities, Financial Services, Investment Banking, Commodity, Financial Modeling, Fixed Income, Banking, Structured Products, Finance, Middle Office, Management, Valuation, Bloomberg, Risk Management, Mutual Funds, Trading
Education
University of Exeter
Master's degree, Finance and Investment
Shanghai Jiao Tong University
Bachelor's degree, Mechanical Engineering
CIBC July 2015 - Present
Gold Land Global Group Inc. July 2013 - Present
CIBC World Markets September 2010 - July 2013
Gold Land Digital Multimedia Group August 2004 - September 2009
All Nations International Development Agency May 2003 - August 2004
Skills
Trading Systems, Market Data, Investment Banking, Equities, Disaster Recovery, Bloomberg, Capital Markets, Derivatives, Servers, Technical Support, Integration, Infrastructure, ITIL, Business Analysis, Networking, System Administration, Software Installation, Testing, Management, Security
Education
Seneca College of Applied Arts and Technology 2009 — 2012
Bachelor of Science (BSc), Computer Technology/Computer Systems Technology
Ryerson University 2000 — 2003
CHAND Mortgage, LLC April 2013 - Present
RBC Capital Markets 2007 - 2011
RBC Capital Markets 2002 - 2007
CIBC World Markets 1997 - 2002
Quick and Reilly 1992 - 1997
Skills
Equity Trading, SEC compliance, FINRA, Financial Analysis, Equities, Securities, Series 7, Trading, Portfolio Management, Electronic Trading, Financial Markets, Series 63, Finance, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Mutual Funds, Alternative Investments
Education
Rowan University 1988 — 1992
BS, Accounting
CFA Society Toronto January 2014 - Present
MSL Advisory Corp. January 2013 - Present
Lysander Funds Limited May 2011 - January 2013
Queen's University-Master of Finance Program January 2011 - March 2011
CanDeal 2009 - 2011
CIBC World Markets 2006 - 2008
CIBC World Markets 2005 - 2006
CIBC World Markets 1998 - 2004
CIBC World Markets 1993 - 1998
Nesbitt Thomson 1986 - 1993
Skills
Capital Markets, Fixed Income
Education
Ryerson University 1978 — 1981
Business Management degree - Dean's list
Canadian Securities Course - honours
Chartered Financial Analyst designation
Judy Project
Richmond Hill High School
Series 24 - National Association of Securities Dealers
Series 37 - New York Stock Exchange Inc.
Federal Reserve Bank of New York July 2013 - Present
Executive Office at Federal Reserve Bank of New York June 2012 - August 2012
. December 2011 - December 2011
. November 2011 - November 2011
Procom May 2011 - September 2011
CIBC World Markets January 2006 - December 2010
CIBC World Markets January 2002 - December 2005
Skills
Financial Modeling, Fundamental Research, Valuation, Financial Statement..., Risk Management, Funding, Operational Excellence, Curiosity, Investments, Analysis, Forecasting, Strategic Planning, Business Planning, Equity Research, Bloomberg, Equities, Hedge Funds, Corporate Finance, Derivatives, Financial Services, Fixed Income, Trading, Capital Markets, Options, Securities, Finance, Investment Banking, Bonds, Competitive Analysis, Strategic Financial..., Market Risk, Business Valuation, Equity Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
MBA, Finance and Accounting
Stony Brook University 1994 — 1998
B.A.,B.S., Economics, Business Management
LOEB & TROPER LLP July 2014 - Present
DOAR LITIGATION CONSULTING October 2011 - May 2014
MILLER BUCKFIRE June 2002 - October 2011
TrialGraphix 2010 - 2011
MERRILL LYNCH & CO July 2001 - June 2002
Dresdner Kleinwort Wasserstein 2000 - 2002
CIBC WORLD MARKETS April 2000 - July 2001
PROMEDICA COMMUNICATIONS September 1999 - April 2000
SCHRODERS & CO June 1998 - April 2000
WASSERSTEIN & PERELLA & CO December 1997 - June 1998
Skills
MS Office Suite, Adobe Creative Suite, Six Sigma, Graphics, Brochures, Illustrator, Logo Design, Photoshop, Flash, Advertising, Illustration, Email Marketing, Graphic Design, InDesign, Web Design, Management, Adobe Acrobat, Social Media, Project Planning, Layout, PowerPoint, Multimedia, Creative Direction, Microsoft Office, Mac, QuarkXPress
Education
School of Visual Arts
BFA, Graphic Design
St. Francis Prep
Myriad Genetics March 2013 - Present
Forest Laboratories December 2008 - March 2013
Wyeth Pharmaceuticals January 2005 - April 2008
Wyeth Pharmaceuticals March 2002 - December 2004
CIBC World Markets September 2000 - October 2001
Sands Brothers Asset Management June 1998 - August 2000
Skills
Cardiology, Negotiation, Infectious Diseases, Managed Care, Neurology, Gastroenterology, Training, Contract Negotiation, Product Launch, Selling, Pharmaceutical Industry, Sales Management, Account Management, Pharmaceutical Sales, Public Health, Sales Presentations, Sales, Biotechnology, Hospital Sales, Oncology, Pulmonology, OB/GYN, Selling Skills, Sales Operations, Urology, Cold Calling, Sales Effectiveness, Vaccines, Sales Force Development
Education
Seton Hall University 1994 — 1998
Bachelor of Science, Finance
St. Croix Country Day School, US Virgin Islands
ProjectBasics Limited January 2001 - Present
Sunshine Center for Seniors (Charity) October 2007 - March 2015
TD Wealth Management February 2014 - November 2014
BMO Financial Group May 2013 - January 2014
Scotiabank February 2012 - January 2013
Foresters May 2011 - March 2012
BMO February 2010 - April 2011
Canadian Tire Corporation April 2005 - December 2008
CIBC World Markets 2004 - 2004
Direct Energy 2003 - 2003
Skills
IT Strategy, Acquisition Integration, MS Project, PMP, Program Management, SDLC, IT Outsourcing, Business Transformation, Enterprise Software, RFP, PMO, Business Case, Business Continuity, Business Strategy, Consulting, Strategy, Project Portfolio..., Management, Business Analysis, Business Process..., Governance, Vendor Management
Education
University of East London 1997 — 1998
MBA
Shenzhen University
BA
Greystone Servicing Corporation, Inc. 2014 - 2015
Wells Fargo 2006 - 2014
CIBC World Markets 2003 - 2006
GMAC Commercial Mortgage 1996 - 2003
JP Morgan Mortgage Capital 2000 - 2001
Skills
Real Estate Due..., Asset Managment, CMBS, Valuation, Mortgage Underwriting, Leases, Commercial Real Estate..., Due Diligence, Capital Markets, Loans, Real Estate Economics, Commercial Mortgages, Asset Management, Portfolio Management, Securitization, Financial Modeling, Mortgage Lending, Structured Finance, Financial Structuring, Real Estate Financing, Credit Analysis, Underwriting, Commercial Lending
Education
Saint Joseph's University
MBA
Temple University
BA
Needham Bank September 2012 - Present
SwitchToCommunity 2012 - Present
Caber Partners 1994 - 2012
The Boston Company (BNY Mellon Asset Management) January 2007 - March 2008
CIBC World Markets January 1998 - May 2003
Skills
Strategy, Start-ups, Marketing Strategy, Business Strategy, Strategic Planning, Marketing Communications, Investments, New Business Development, Asset Management, Competitive Analysis, Product Development, Direct Marketing, Equities, Advertising, Public Relations, Business Planning, Executive Management, Investor Relations, Integrated Marketing, Wealth Management, Securities, Mutual Funds, Team Leadership, Social Media, Change Management, Strategic Partnerships, Thought Leadership, Sales Management, Brand Development, Client Service, Customer Relations, Market Research, Client Services, Product Marketing, Product Management, Management Consulting, Team Building, Strategy Development, Social Media Marketing, Marketing Management, Mergers, Corporate Communications, Institutional, Investment Banking, Market Analysis, Market Planning, Strategic Thinking, Client Retention, Competitive Intelligence, Lead Generation
Education
Skidmore College
B.S., Business
Hebron Academy, Hebron ME
Seneca College of Applied Arts and Technology September 2007 - April 2010
Seneca College of Applied Arts and Technology January 2007 - April 2010
CIBC World Markets April 2009 - September 2009
CIBC World Markets April 2009 - August 2009
Seneca College September 2007 - January 2009
Seneca College of Applied Arts and Technology January 2007 - December 2008
Rogers May 2007 - August 2007
Tim Hortons August 2004 - July 2007
Rogers Cable 2007 - 2007
Education
Seneca College of Applied Arts and Technology 2006 — 2010
Informatics and Security
Our Lady of Mount Carmel
Seneca College of Applied Arts and Technology
Graduate of Bachelor of Applied, Technology
CIBC November 2014 - Present
Serve Canada 2010 - Present
CIBC August 2013 - October 2014
CIBC February 2010 - July 2013
CIBC August 2008 - February 2010
CIBC World Markets March 2003 - July 2008
Russell Reynolds Associates 1998 - 2000
Skills
Business Analysis, Business Process..., Management Consulting, VBA, Team Leadership, SDLC, Program Management, Management, Business Intelligence, Leadership, Entrepreneurship, Business Strategy, Risk Management, Strategy, Mergers & Acquisitions
Education
York University - Schulich School of Business 2010 — 2012
MBA, Strategy & Financial Services
Rotterdam School of Management 2011 — 2011
MBA, MBA Exchange
University of Toronto 1995 — 2000
4 Year Honours BA, Management Specialist & Major in Economics
Information Technology Institute 2001 — 2002
Applied Information Technology Post-Graduate Diploma, IT
Self Employeed / College Student 2002 - 2012
CompleteRX, Inc. 2004 - 2005
Floor-N-Tile Solutionss 2000 - 2001
Herman Miller Workplace Resources 1997 - 2000
CIBC World Markets 1990 - 1993
Skills
PowerPoint, Cognitive Psychology, Microsoft Word, Contract Negotiation, Customer Service, Strategic Planning, Research, SPSS, Teaching, Microsoft Excel, Team Building, Psychology, Microsoft Office, Operations Management, Budgets
Education
University of Houston-Downtown 2006 — 2012
5 classes needed for degree, Psychology
Sam Houston State University
Raymond James & Associates, Inc May 2007 - Present
Intrawest ULC April 2006 - February 2007
CIBC World Markets January 2005 - April 2006
Skills
Equities, Valuation, Portfolio Management, Financial Modeling, Analysis, Financial Analysis, Market Research, Equity Research, Forecasting, Bloomberg
Education
Simon Fraser University 1999 — 2004
Bachelor of Business Administration, Finance
Sheridan Management Advisors LLC September 2011 - Present
ArchBrook Laguna January 2003 - September 2011
StaleyRobeson 1998 - 2003
CIBC World Markets 1993 - 1998
CIBC Wood Gundy 1986 - 1992
California Canadian Bank 1982 - 1986
CIBC 1979 - 1982
Skills
Administration, Contract Negotiation, Consultancy, Non-profit Development, Board Development, Internal Controls, Employee Relations, Corporate Governance, Compliance, Strategic Planning, Executive Management, Fundraising, Personnel Management, Management, System Administration, Non-profit Board..., Change Management, New Business Development, Nonprofits, Project Planning, Project Management, Leadership, Strategy, Forecasting, Mergers & Acquisitions, Capacity Building, Policy, Finance, Start-ups, Business Planning, Market Research, Management Consulting, Consulting, Process Improvement, Restructuring, Business Strategy, Team Building, P&L Management, Business Process..., Competitive Analysis, Budgets, Product Management, Risk Management, Financial Analysis, Vendor Management, Training, CRM, Negotiation, Operations Management, Product Marketing
Education
Seattle University
Albers School of Business & Economics
University of Washington
BA, Jackson School of International Studies
Bank of America Merrill Lynch July 2004 - Present
CIBC February 2003 - June 2004
CIBC World Markets February 2002 - February 2003
Skills
Treasury Management, Corporate Finance, Cash Management, Banking, FX Options, Derivatives, Liquidity Management, Capital Markets, Commercial Banking
Education
Simon Fraser University 1998 — 2001
BBA, Finance
NJ Garage Design September 2010 - Present
BC Compliance Group, LLC February 2009 - September 2010
Mizuho Corporate Bank August 2004 - March 2008
CIBC World Markets October 2001 - January 2004
SMBC Leasing & Finance August 1997 - October 2001
Skills
Equities, Portfolio Management, Financial Structuring, Accounting, Finance, Marketing, Management, Investments, Financial Analysis, Analysis, Due Diligence, Credit, Auditing
Education
Fairleigh Dickinson University-Florham Campus 1992 — 1995
MS, Taxation
Rider University 1986 — 1990
BS, Accounting and Computer Science
CIBC World Markets September 2014 - Present
KPMG Canada October 2013 - July 2014
KPMG Canada October 2012 - September 2013
KPMG Canada July 2011 - October 2012
Grant Thornton LLP January 2009 - June 2011
Grant Thornton LLP January 2008 - April 2008
Horizon Chartered Accountants January 2007 - April 2007
Skills
IFRS, Financial Analysis, Auditing, Financial Reporting, Financial Modeling, Mergers & Acquisitions, US GAAP, Tax, Finance, Forecasting, Valuation, Private Equity, Assurance
Education
CA School of Business 2008 — 2010
Chartered Financial Analyst Institute
Simon Fraser University 2003 — 2008
BBA, Accounting
CIBC World Markets July 2015 - Present
CIBC World Markets May 2014 - August 2014
Hatch June 2010 - July 2013
Celestica May 2008 - August 2009
ABN Amro Securities June 2006 - August 2006
Skills
DCF Valuation, Engineering Economics, Microsoft Excel, Earned Value Management, Project Management, Project Control, BOM Analysis, C, Java, Matlab, Assembly Language, VHDL, Electrical Engineering, Electronics, Microsoft Access, Microsoft Project, Microsoft Word, Leadership, Team Building, MS Project, Analysis, Cost Engineering, Energy, Financial Modeling, Access, Financial Analysis, Management, Finance
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (MBA)
Ryerson University 2005 — 2010
B.Eng., Electrical Engineering, 4.11/4.33
University of the Philippines 2001 — 2005
RESEAUX DE LA DIASPORA 24/7 TV September 2012 - Present
HSE GLOBAL INVESTMENT GROUP INC May 2008 - Present
CERDIES - CENTRE D'ENTREPREUNEURIAT ET RECHERCHES - INCUBATEUR ECONOMIQUE DES ENTREPRISES May 2008 - Present
HOME STAR ENTERPRISES February 2002 - Present
CIBC World Markets January 1998 - December 2001
PETRO CANADA August 1997 - November 2000
Skills
Entrepreneurship, Banking, Investments, Public Speaking, Financial Analysis, Business Planning, Strategy, Risk Management, Coaching, Corporate Finance, Commodity, Microsoft Excel, Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Trading, Due Diligence, Fluent french, Fluent English, deutch, Teaching, Derivatives, Structured Finance, Asset Managment, Corporate Law, Employment Law, Criminal Law, Administrative Law, Tax Law
Education
Institut Superieur Economique
Bachelor, BUSINESS ADMIN - MASTERING IN ACCOUNTING
Seneca College of Applied Arts and Technology
CERTIFICATE, NETWORK ENGENEERING
Cushman & Wakefield September 2007 - Present
Burnham Real Estate 2000 - 2007
CIBC World Markets 1998 - 2000
First Union National Bank 1996 - 1998
Skills
Real Estate Economics, Loans, Real Estate, Property Management, Commercial Mortgages, Investment Properties, Structured Finance, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Finance, Equities, Capital Markets, Brokerage, Loan Origination, Mortgage Lending, Real Estate Development, Credit, Real Estate Financing, Asset Management, Disposition, Corporate Real Estate
Education
Southern Methodist University 1978 — 1982
SEFCU April 2013 - Present
BENsBREW December 2011 - October 2012
Local area schools December 2011 - June 2012
CIBC World Markets April 2008 - November 2010
Compliments to the Chef November 2007 - December 2007
Chameleon on the Lake June 2007 - September 2007
New York Public Interest Research Group (NYPIRG) May 2005 - August 2006
Skills
Cooking, Activism, Event Planning, Public Speaking, Research, Administrative..., Editing, PowerPoint, Data Entry, Social Media, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Teaching
Education
Oxford TEFL Prague 2011 — 2011
Trinity cert.TESOL, Teaching English as a foreign language
Skidmore College 2003 — 2007
BA, Music, Italian
Royal Bank of Canada February 2015 - Present
CS Textiles 2010 - Present
Royal Bank of Canada 2013 - February 2015
CIBC World Markets May 2012 - 2013
Canadian Imperial Bank of Commerce 2011 - 2011
Skills
Usability Testing, User Experience Design, Business Analysis, Information Architecture, Project Management, Team Leadership, User Research, Competitive Analysis, Web Development, Change Management, Mobile Applications, Heuristic Evaluation, Business Intelligence, Software Development..., Information Management, Supply Chain Management, Operations Research, Business Planning, Information Technology, Business Strategy, Strategic Marketing..., Management Consulting, Product Management, Strategic Decision..., Technology Management, Branding & Identity, Graphic Design, Holistic Analysis, Cross-functional..., Interdisciplinary..., New Business Development, Business Analytics, Digital Marketing, Digital Strategy, Business Process..., Business Process Design, Product Development, Product Marketing, Agile Application...
Education
Ryerson University 2015 — 2017
Master of Business Administration (M.B.A.), Strategy, Innovation, Entrepreneurship
University of Waterloo 2007 — 2012
Bachelor of Applied Science (B.A.Sc.), Management Engineering, Co-Op
Stanstead College
Quebec Secondary School Disploma
International School Bangkok (ISB) 1995 — 2005
WSIB March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) August 2012 - March 2014
Morneau Shepell July 2011 - August 2012
CIBC World Markets January 2010 - July 2011
SunGard iWorks 2006 - 2010
CIBC Mellon June 1998 - January 2006
Montreal Trust 1991 - 1996
Skills
Business Requirements, SDLC, Business Analysis, User Acceptance Testing, Requirements Gathering, Business Process..., Process Improvement, Software Documentation, Testing, Requirements Analysis, Project Management, Agile Methodologies, Quality Assurance, Business Process, Insurance, Risk Management, Solution Architecture, Program Management, Systems Analysis, Visio, Gap Analysis, SQL, Software Development, Project Delivery, Integration, Functional..., .NET, PMO, Software Project..., Business Process..., Training, SharePoint, UML, Data Warehousing, Databases, Web Services, Business Process Design, MS Project, Big Data
Education
Ryerson University
Certificate, Project Management
Ryerson University
Under Armour June 2015 - Present
New Westminster Minor Hockey Association April 2015 - Present
Western Hockey League August 2012 - Present
The Hockey Shop October 2013 - June 2015
Canlan Ice Sports November 2010 - October 2013
VANOC 2009 - 2010
CIBC World Markets March 2003 - September 2005
HSBC 2000 - 2002
Canadian Armed Forces February 1993 - September 2001
Skills
Budget Forecasts, Purchase Management, Sports Retailing, Commercial Banking, Financial Projection, Facility Management, First Aid, Inventory Management, Sports Programming, Ice Hockey, Officiating
Education
Royal Roads University 1999 — 2000
Bachelor of Commerce (B.Com.), Entrepreneurship/Entrepreneurial Studies
University of Victoria 1998 — 1999
Diploma, Business Administration
CIBC World Markets February 2014 - Present
Government of Canada July 2012 - February 2014
Scotiabank September 2010 - November 2011
ExxonMobil January 2009 - September 2009
Vale April 2007 - December 2008
Ryerson University September 2006 - April 2007
Skills
Business Analysis, System Requirements, Technical Analysis, Technical Training, Desktop Support, Applications Support, SQL, Project Delivery, Capital Markets, Collaborative Problem..., Trading Systems, System Administration, Systems Analysis, Financial Systems, Middle Office, Network Operations, Network Administration, SDLC, IT Service Management, Government, Federal Government, Banking, Visio, Access, Microsoft Office, Technical Support, Computer Network..., VBA, Quality Assurance, Business Requirements, Testing, Software Documentation, Requirements Analysis, Analysis, User Acceptance Testing, Disaster Recovery, Requirements Gathering, System Deployment, Operating Systems, Active Directory, Oracle, Information Technology, Networking, Project Planning
Education
Ryerson University 2005 — 2010
BCOMM, Information Technology Management
RH King 2000 — 2004
OSSD - HS Diploma, General Studies
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
NewOak Capital July 2014 - Present
Goldman Sachs & Co July 2010 - June 2014
Goldman Sachs June 2008 - June 2010
Goldman Sachs December 2006 - June 2008
IFS - An StateStreet Company. October 2002 - November 2006
Independant Consultant July 2002 - October 2002
Goldman Sachs February 2000 - January 2002
CIBC World Markets October 1999 - March 2000
Tudor Investments Corporation July 1998 - October 1999
Republic National Bank 1995 - 1998
Skills
Technology Services, Technology..., Technology Operations, Infrastructure..., IT Operations, Data Center, ITIL, Infrastructure, IT Management, Designs, Strategy, Management, Software Development, Unix, Enterprise Software, Solaris, Business Intelligence, CRM, Cloud Computing, Disaster Recovery, Integration, Networking, Product Management, Cross-functional Team..., Telecommunications, System Administration, System Deployment, IT Strategy, Enterprise Architecture, Mobile Devices, Operating Systems, Vendor Management, Sybase, Trading Systems
Education
Saint Joseph's University 1981 — 1983
BS, Information Systems
YBM 1978 — 1981
Talmudic Studies
LoyaltyOne Inc. November 2013 - Present
CIBC World Markets January 2007 - November 2013
Skills
PeopleSoft Financial, SharePoint, Human Resources, Process Improvement, System Administration, Event Planning, Office Administration, Travel Arrangements, Vendor Management, HRIS, Concur, Executive Level..., Database Administration, Coordinating Events, Financial Analysis, Teamwork, Customer Service, Project Management, Time Management
Education
Centennial College
Business - Human Resources Management
Ryerson University
Management Information Systems
ToastMasters International
York University
High Impact Business Writing, Reports and Proposals
Mandalay Resources January 2015 - Present
The Capital Lab January 2005 - Present
CIBC World Markets August 2001 - May 2004
Fairmont Hotels and Resorts May 1997 - May 1999
Skills
Investor Relations, Business Strategy, Strategy, Corporate Social..., Crisis management, Capital Markets, Mergers & Acquisitions, Strategic Communications, Corporate Communications, Crisis Communications, Corporate Finance, IPO, Investments, Restructuring, Foreign Languages, Executive Management, Finance, Venture Capital, Corporate Governance, Corporate Development, Financial Modeling, Business Development, Public Companies, Investment Banking, Valuation, Change Management, Emerging Markets, Management, International Business, Business Valuation, Securities, Project Finance, Communication Training, German, Private Equity, Capital, Acquisitions, Delivering Workshops, Executive Coaching, Strategic Consulting, Social Media..., Alternative Investments, corporate secretary, Mentoring, Conflict Resolution, Crisis Management
Education
CFA Institute 1998 — 2002
CFA
University of Toronto - Rotman School of Management 1999 — 2001
MBA
Ryerson University 1992 — 1996
BCom
Stanford University
Scalar Decisions December 2013 - Present
Scalar Decisions April 2010 - December 2013
MEEZA, a Qatar Foundation venture January 2009 - March 2009
CIBC World Markets February 2007 - July 2007
MTS Allstream July 2001 - February 2007
Bird on a Wire Networks August 2000 - June 2001
AT&T Canada Corporation December 1999 - August 2000
Interlog Internet Services February 1998 - November 1999
Skills
ITIL, Cloud Computing, Data Center, Disaster Recovery, Virtualization, Network Security, Firewalls, Linux System..., Red Hat Linux, CentOS, HP Proliant, F5 BigIP, WAN, Storage Area Networks, SAN, High Availability, VMware, Network Architecture, VPN, Managed Services, Cisco Technologies, vSphere, Linux, DNS, Routing, Solaris, Servers, TCP/IP, Security, Juniper, Storage, System Deployment, NetApp, VMware ESX
Education
Ryerson University
Bachelor of Commerce, Business Information Systems
ManpowerGroup June 2014 - Present
TD Canada Trust September 2013 - June 2014
Davis and Henderson September 2011 - March 2012
CIBC Wealth Management December 2009 - April 2011
CIBC World Markets December 2004 - December 2009
CIBC Commercial Banking Centre September 2001 - December 2004
CIBC Retail Markets September 1997 - October 2001
Trans Canada Credit April 1995 - August 1997
Dorothy Millman Marketing Services October 1993 - April 1995
Skills
Customer..., Training, Leadership, Oral presentations, Problem Solving, Written communication, Vendor Management, Influencing/Motivating, Microsoft Office 2007, Coordinating Events, Written Communication, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, Banking, Incident Management, Internet Explorer, Business Analysis, Requirements Gathering, A/R Collections, Technical Support, Relationship Building, Call Centre, Software Documentation, Troubleshooting, Relationship Management, CRM, Disaster Recovery, Presentations, Business Process..., Call Center, Client Relations Skills, Contact Center..., Visio, Outlook, Call Centers, ITIL, IT Management, Program Management, Access, Microsoft Excel, Risk Management, Testing, Financial Services, SDLC, Credit, Process Improvement, Change Management
Education
Centennial College, School of Business 2013 — 2013
Human Resources Management, Human Resources Management
Seneca College of Applied Arts and Technology 1991 — 1994
Business IT Systems, Business and IT
Lester B. Pearson Collegiate Institute 1984 — 1989
Ontario Secondary School Diploma and Business Certificate, Business and Computers
Atlantic Coast Media Group November 2009 - January 2012
Cantor Fitzgerald 2009 - 2010
Ernst & Young July 2008 - January 2009
Oppenheimer & Co. December 2007 - July 2008
CIBC World Markets September 2000 - December 2007
UBS January 1996 - September 2001
JPMorgan August 1992 - August 1997
Skills
Print, Advertising, Production, Creative Development, Graphic Design, Creative Direction, Direct Marketing, Creative Services, Retail, Art Direction, Graphics, Photography, Direct Mail, Packaging, Online Marketing, Illustrator, Art, PPC, Web Design, Corporate Identity, Vendor, Photoshop, Print Production, Delivering Projects, Assertiveness, Email Marketing, User Interface Design, Reliability, User Experience, Brand Development, Adobe Creative Suite, Corporate Branding, Interaction Design, Content Management, Digital Strategy, Web Analytics, Branding & Identity, Information Architecture, User Experience Design, Digital Media, Website Development, Digital Marketing
Education
School of Visual Arts 1989 — 1993
BFA, Graphic Design
William Paterson University of New Jersey 1988 — 1990
Communications
Seeking New Opportunity June 2014 - Present
Business, Finance, Contracting and Proposal Management May 2014 - Present
Confidential November 2013 - April 2014
AECOM/AGS October 2012 - July 2013
DynCorp International October 2009 - October 2011
DynCorp International & AECOM 2009 - 2010
QinetiQ North America 2006 - 2007
L-3 Communications August 2005 - October 2006
L-3 Communications 2006 - 2006
CIBC World Markets August 2000 - November 2001
Skills
Contract Management, Proposal Writing, Program Management, Government, DoD, Government Contracting, Procurement, Military, Defense, Operations Management, Management, Team Leadership, Security Clearance, Analysis, Defense Contracting, Risk Management, Earned Value Management, Logistics, Operational Planning, Intelligence, Subcontracting, Construction Management, Security, Training, Contract Negotiation, Project Planning, Command, Army, Military Operations, Construction, Supervisory Skills, Team Building, FAR, Negotiation, Budgets, Government Procurement, Business Development, Managerial Finance, Forecasting, Financial Reporting, Valuation, Government Contract..., Financial Audits, Standards Compliance, Business Management, Finance Management, Public Speaking
Education
San Diego State University-California State University
Contracts Management
Grant Thornton LLP April 2004 - Present
CIBC World Markets March 2001 - April 2004
Bank of Bermuda 1998 - 2001
Ernst & Young LLP October 1996 - April 1998
Skills
Investments, Corporate Finance, Hedge Funds, Venture Capital, Financial Services, Finance, Auditing, Credit, Financial Analysis, Accounting, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Reporting, Tax, Forecasting, Financial Accounting, Business Valuation, Strategic Planning, Business Advisory, Strategic Financial...
Education
Association for Investment Management and Research 1998 — 2000
CFA, Finance
Institute of Chartered Accountants of Nova Scotia 1992 — 1995
CA, Chartered Accounting
Saint Mary's University 1988 — 1992
Bachelor of Commerce, Accounting
CIBC - Intria August 2010 - Present
CIBC World Markets December 2005 - October 2006
CIBC World Markets January 2003 - November 2005
CIBC World Markets April 2000 - December 2003
CIBC June 1998 - April 2000
CIBC Wood Gundy 1992 - 1998
Education
Ryerson University 1982 — 1986
Urban and Regional Planning
JMTJ Solutions Inc. September 2013 - Present
Megatrade June 2010 - October 2012
Megatrade June 2010 - October 2010
Ontario Wine Society 2002 - 2010
Direct Energy September 2009 - October 2009
CIBC March 2006 - April 2007
CIBC March 2005 - March 2006
CIBC March 2004 - March 2005
CIBC World Markets January 2002 - March 2004
CIBC World Markets January 1996 - January 2001
Skills
Staff Leadership, Strategic Planning, Enterprise Project..., Trading Floor/Turret..., Suuport Desk Operations, Lifecycle Management, Vendor Relations, Infrastructure Planning..., Cost Containment, Contract Negotiation, Service Optimizatoin, VoIP Hard & Soft Phone..., Acquisition/Divestiture..., Insourcing/Outsourcing..., Leadership, Business Services, Projects, Upgrades, Trading, Telecommunications, Product Lifecycle..., EPM, Cost Accounting, Vendor Management, Infrastructure, VoIP, Business Analysis, Telephone, Options, System Deployment, Technical Support, IT Service Management, Security, IT Management, Management, Data Center, Integration, Strategy, IT Operations, Cisco Technologies, Wireless, Information Technology, Networking, Managed Services, CRM, IT Strategy, Project Management, Project Planning, Operations Management, Pre-sales
Education
Ryerson University 1971 — 1974
Business Admin, Marketing
Mimico High School
Business Major
Dowling Capital Partners March 2011 - Present
Northaven Management January 2007 - January 2011
Guy Carpenter May 2004 - December 2006
Hales & Company January 2002 - April 2004
Marsh & McLennan Securities September 1998 - December 2001
CIBC World Markets July 1997 - July 1998
Skills
Mergers, Insurance, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Mergers & Acquisitions, Investment Banking, Equities, Capital Markets, Investments, Finance, Securities, Financial Services, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science, Finance
Sophia University 1996 — 1996
Nihongo
Benilde-St. Margaret's 1989 — 1993
High School Diploma
Self-employed August 2010 - Present
Calibrium International June 2007 - July 2010
School House Wines 2006 - 2007
CIBC World Markets 2006 - 2007
LCBO 2000 - 2005
Skills
Marketing Strategy, Wine, Purchasing, Inventory Management, Sales, Winemaking, Retail, Merchandising, Food, Event Management, Logistics
Education
Simon Fraser University
burlingame
DBRS Limited January 2014 - July 2015
DBRS Limited March 2011 - November 2013
CIBC World Markets January 2005 - February 2011
CIBC World Markets October 1994 - December 2005
Skills
Negotiation, Fixed Income, Capital Markets, Bloomberg, Investment Banking, Bonds, Reference Data, Databases, Sales, Leadership, Equities, Financial Markets, Business Development, Market Data, Hedge Funds, Finance, CRM, Management, Business Planning, Financial Analysis, Risk Management, Derivatives, Ratings
Education
Red Deer College 1985 — 1986
Business Administration, Accounting and Business/Management
UBS Investment Bank July 2011 - Present
Credit Suisse 2010 - July 2011
Citigroup Inc July 2007 - December 2010
Bear Stearns and Company Inc November 2005 - July 2007
CIBC World Markets September 2004 - November 2005
Jonathan Rose Companies, Inc May 2001 - September 2004
Skills
Bonds, Account Reconciliation, General Ledger, Credit Derivatives, MBS, Agency MBS, CMBS, Commercial Real Estate, Adjustable Rate MBS
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2001
B.S., Accounting
Research Connects March 2006 - Present
Canadian Mental Health Association - Toronto Branch September 2008 - March 2013
Entrepreneur Advisory Roundtable 2009 - 2010
CIBC World Markets April 2004 - August 2005
Connect4Growth July 2003 - August 2005
Roy Thomson Hall Corp. July 2000 - February 2003
Law Society of Upper Canada July 2000 - June 2001
Correctional Services of Canada September 1996 - July 1999
Dominion Bond Rating Service January 1994 - September 1995
Skills
Fundraising, Non-profits, Research, Administration, Entrepreneur, Customer Service, Entrepreneurship, Nonprofits, Leadership, Strategy, Management, Event Planning, Event Management, Strategic Planning, Project Management, Sales, Market Research, Time Management, Teamwork, Coaching, Budgets
Education
Ryerson University 1988 — 1993
Bachelor of Business Management, Computers, Management
Moat May 2014 - Present
Adobe August 2012 - May 2014
Experian Hitwise April 2011 - August 2012
Experian Hitwise January 2005 - April 2011
All Covered October 2002 - October 2004
SAQQARA September 1999 - January 2002
CIBC World Markets September 1998 - September 1999
Skills
Strategic Partnerships, SaaS, Salesforce.com, Lead Generation, SEM, E-commerce, Online Advertising, Analytics, Solution Selling, Web Analytics, Business Development, Customer Acquisition, Account Management, PPC, New Business Development, SEO, Digital Marketing, Digital Strategy, Enterprise Software, Interactive Marketing, Sales Presentations, Online Marketing, Selling, Digital Media, Strategy, Mobile Marketing, Start-ups, Market Research, Multi-channel Marketing, Search Advertising, Competitive Analysis, Social Media Marketing, Go-to-market Strategy, Email Marketing, Sales, Management, Omniture, Sales Operations
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor's degree
First North Inc. September 2011 - Present
Specialisterne Consulting Canada June 2013 - Present
RBC Small Business Banking August 2010 - September 2011
CIBC World Markets August 2009 - July 2010
RBC Wealth Management (Royal Bank of Canada) January 2008 - July 2009
BMO Nesbitt Burns (Retail Investments) August 2005 - January 2008
CIBC Retail Banking August 2004 - August 2005
TD Securities (TD Bank FX/MM Trading & Back Office Operations) January 2002 - May 2003
Scotia Capital Markets (Scotia Bank FX/MM Trading & Back Office Operations) August 2000 - December 2001
Nord Deutsche Lands Bank May 1998 - July 1999
Skills
Business Process..., Process Optimization, Business Analysis, Facilitation and..., SDLC, Capital Markets, Brokerage, Prime Brokerage, Straight Through..., Business Process..., Project Management, Financial Services, User Acceptance Testing, Settlement, Back Office, PMO, Portfolio Management, Business Intelligence, Swaps, Payments, FX trading, Trading Systems, Business Requirements, Business Process, Equities, Trading, Requirements Gathering, Change Management, Derivatives, Project Portfolio..., Business Process Design, Equity Trading, SWIFT payments, Consulting, Requirements Analysis, Leadership, Management, Software Project...
Education
Canadian Securities Institute
CSC
Ryerson University
BComm
CIBC World Markets August 2002 - Present
Scotia Capital September 1999 - June 2002
Education
Western University 1998 — 2002
BA, Political Science
Rochester Institute of Technology 1998 — 1999
M. Sc., Finance
University of Windsor 1992 — 1994
B. Comm, Business
CIBC World Markets October 2012 - Present
Lloyds Bank Corporate Markets March 2010 - October 2012
GDF Suez Gas North America August 2009 - March 2010
HighMount Exploration & Production LLC September 2007 - April 2009
Newfield Exploration December 2002 - September 2007
Dynegy July 2000 - October 2002
Reliant Energy December 1998 - July 2000
Unocal February 1998 - December 1998
Destec Energy June 1994 - February 1998
Chevron October 1987 - October 1992
Skills
Natural Gas, Energy, Upstream, Petroleum, Energy Industry, Gas, Petroleum Engineering, Oil/Gas, Risk Management, Financial Modeling, Oil & Gas Industry, Drilling, Commodity Markets, Mergers, Valuation, Project Finance, Due Diligence, Financial Analysis, Reservoir Engineering, Mergers & Acquisitions, Finance, Analysis, Portfolio Management, Onshore, Project Planning, Management, Business Development, Strategic Planning, Engineering, Oil, Commodity, Investments
Education
University of Tulsa 1982 — 1986
B.S., Petroleum Engineering
Texas A&M University 1986 — 1987
MBA, Business
Southern Methodist University 1992 — 1994
M.S., Operations Research
St Anthony Village HS 1976 — 1982
Albert Fried & Company LLC January 2009 - Present
Battenkill Capital April 2008 - December 2008
CIBC World Markets February 1999 - March 2008
Skills
Equity Trading, Equities, Series 7, Electronic Trading, Trading, FINRA, Securities, Trading Systems, Options, Proprietary Trading, Series 63, ETFs, Hedge Funds
Education
Siena College 1994 — 1998
AquaticLog December 2011 - Present
Shorcan Brokers Limited July 2009 - Present
TSX Group November 2005 - Present
Shorcan Brokers November 2005 - July 2009
CIBC 2005 - 2006
CIBC World Markets 2005 - 2006
CollectiveBid January 2001 - October 2004
CollectiveBid Systems 2001 - 2004
eStation January 2000 - January 2001
Merrill Lynch April 1999 - September 1999
Skills
Electronic Trading..., Java, Java Enterprise Edition, Unix, Git, UML, .NET, Databases, OOP, Linux, HTML, Oracle, Fixed Income, Derivatives, Project Management, XML, C#, Bloomberg, Objective-C, JIRA, Fixed Income Trading, GUI, Windows, Reuters, FIX, Bamboo, Fisheye, Subversion, Microsoft SQL Server, Python, SDLC, Web Services, Weblogic, Software Architect, J2EE, SVN, Confluence, Github, Software Development, Integration, SQL, Trading Systems, Agile Methodologies, Management
Education
Canadian Securities Institute
Canadian Securities Course
Ryerson University
Project Management Program
York University
Bachelor of Science, Honours, Computer Science
HollisWealth, Global Wealth Management, Scotiabank September 2013 - Present
Dundee Wealth June 2005 - August 2013
CIBC World Markets December 2002 - May 2005
Merrill Lynch HSBC February 2001 - November 2002
Merrill Lynch Canada Ltd January 1991 - February 2001
Skills
Operations Management, Mutual Funds, Back Office, Process Engineering, Business Analysis, Reconciliations, Wealth Management, Securities, Problem Solving, Coaching, Building Strong Teams, Mentoring, Account Reconciliation, Analysis, Leadership, Financial Services, Insurance, Process Improvement, Risk Management, Business Requirements, Business Process..., Requirements Gathering, Equities, Portfolio Management, Vendor Management, SDLC, Management, Business Process, Requirements Analysis, Relationship Management, Team Leadership, Consulting
Education
Seneca College of Applied Arts and Technology
General Business
Millennium Partners April 2013 - June 2014
Bank of America March 2005 - March 2013
CIBC World Markets December 2000 - March 2004
Comet Systems 1999 - 2000
Skills
Agile Methodologies, Business Analysis, Asset Managment, Derivatives, Electronic Trading, Financial Analysis, Financial Modeling, Fixed Income, IT Strategy, Integrated Marketing, Leadership, Management, SDLC, Securities, Software Development, Strategy, Trading Systems, Training, Asset Management
Education
Rensselaer Polytechnic Institute 1990 — 1994
Oppenheimer & Co. Inc. September 1996 - Present
Oppenheimer & Co. September 1996 - 2014
CIBC World Markets 1998 - 2003
Skills
Sybase IQ, Sybase, Data Warehousing, Data Mining, Troubleshooting, Perl Script, Shell Scripting, Vendor Management, Database Applications, DBMS, Portfolio Management, Tax Accounting, Cost Basis Reporting, ETL, Equities, Market Data, SDLC, Electronic Trading, Enterprise Architecture, Options, Trading Systems, Business Analysis, Databases, Solaris, Equity Trading, Fixed Income, Database Design, Unix, Software Project..., Disaster Recovery, T-SQL, SQL, Capital Markets, IT Strategy, Requirements Analysis, Data Modeling, Bloomberg
Education
Sardar Patel University 1992 — 1994
MS
Sardar Patel University 1990 — 1994
Master of Science (M.S.)
Sardar Patel University 1990 — 1994
Master of Science (M.Sc.)
Manulife Securities 2010 - Present
CPP Investment Board January 2008 - January 2010
RBC Dexia 2003 - 2007
CIBC World Markets 1997 - 2002
Richardson Greenshields 1979 - 1996
Skills
Financial Services, Equities, Fixed Income, Risk Management, Business Analysis, Banking, Mutual Funds, Vendor Management, Financial Analysis, Capital Markets, Portfolio Management, Asset Management, Electronic Trading, Securities, FX Options, Wealth Management, Relationship Management, Process Improvement, Derivatives, Financial Markets, Change Management, Investments
Education
Ryerson University 1975 — 1977
business
Winston Churchill C.I. 1970 — 1974
Ionview Public School 1961 — 1969
Scotiabank Global Banking and Markets July 2010 - Present
RBC Royal Bank October 2009 - July 2010
Scotia Capital February 2008 - October 2009
CIBC World Markets April 2004 - November 2007
Arackal Digital Solutions August 2002 - March 2004
Royal Bank Financial Group August 1993 - July 2002
Skills
Derivatives, Business Analysis, Requirements Gathering, Risk Management, PL/SQL, SQL, Trading Systems, Access, Visual Basic, Data Modeling, Erwin, Unix Shell Scripting, C++, User Acceptance Testing
Education
Honeywell Integrated Computer Studies 1992 — 1992
Diploma, Computer Science
Simon Fraser University
BBA, Joint Honours in Business Administration & Economics
U.S. Trust January 2010 - Present
U.S. Trust January 2008 - December 2009
Bank of America September 2005 - January 2008
Bank of America April 2004 - September 2005
Fleet Bank April 2003 - April 2004
CIBC World Markets October 2000 - April 2003
Metlife February 2000 - October 2000
The Chase Manhattan Bank July 1995 - February 2000
Skills
Management, Strategy, Portfolio Management, Investments, Business Analysis, Financial Services, Wealth Management, Banking, Risk Management, Asset Management, Sales Process, Private Banking, Wealth Management..., Leadership, Business Development, Business Process...
Education
University of Rhode Island 1989 — 1993
BOS
University of Rhode Island - College of Business Administration 1989 — 1993
Richmond, The American International University in London 1992 — 1992
Narragansett High School 1986 — 1989
Deutsche Bank Securities January 2010 - Present
Macquarie Capital Securities April 2008 - September 2009
CIBC World Markets September 2000 - April 2008
KPMG September 1999 - September 2000
TD Canada Trust January 1999 - April 1999
TD Canada Trust January 1998 - April 1998
Skills
Equities, Hedge Funds, Quantitative Finance, Fixed Income, Bloomberg, Derivatives, Portfolio Optimization, Equity Research, Financial Modeling, Portfolio Management, Quantitative Analytics, Capital Markets, Asset Managment, Equity Derivatives, Valuation, Asset Allocation, Alternative Investments, Asset Management, Equity Trading, Fund Of Funds, Hedging, High Frequency Trading, Proprietary Trading, Statistical Arbitrage, Strategy, Trading System, Trading Systems
Education
University of Toronto - Rotman School of Management 1997 — 1999
MMPA (aka MBA in Professional Accounting), Professional Accounting
Renmin University of China 1991 — 1995
Bachelor of Economics, Investment Management
CIBC Mellon/CIBC November 2012 - March 2014
Symtech Innovations April 2012 - October 2012
FundSERV Inc. August 2008 - November 2010
CIBC World Markets October 2005 - February 2008
Cogeco Cable December 2002 - September 2005
Hydro One March 2001 - October 2001
Fidelity Investments September 1996 - February 2001
Eaton 1983 - 1994
Skills
ITIL, Data Center, Problem Solving, Change Management, Strategic Planning, Disaster Recovery, Vendor Management, Solaris, Team Leadership, Coaching, Business Continuity, Troubleshooting, Visio, MS Project, Team Building, Customer Service, Budgeting, SLA, IT Management, Analysis, Management, Telecommunications, Sla, Servers, Budgets, Integration, Infrastructure, Risk Management, Cross-functional Team..., Unix, System Deployment, CRM, Information Technology, IT Service Management
Education
Seneca College of Applied Arts and Technology 1981 — 1983
Computer Operations
CIBC World Markets July 2008 - Present
ITG Inc January 2003 - July 2008
Investment Technology Group, INC (ITG) 2006 - 2008
NDB 1999 - 2002
Skills
Electronic Trading, Trading Systems, Equity Trading, Equities, Bloomberg, Capital Markets, Series 7, Trading, Fixed Income, Market Data, Derivatives, Hedge Funds, Foreign Exchange, Index Arbitrage, Proprietary Trading, ETFs, Market Making, High Frequency Trading, Sales, OTC, Futures Trading, EFP
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance and Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
Economics
Rutgers, The State University of New Jersey-Newark 1996 — 1998
BS, Finance
eHealth Ontario May 2011 - Present
Comquest Systems 1998 - December 2012
GE Capital January 2001 - January 2003
ACN Canada January 2001 - January 2002
CIBC World Markets 1998 - 2001
Midland Walwyn Capital 1990 - 1998
Legislative Assembly of Ontario January 1989 - January 1990
Skills
Vendor Management, Integration, IT Strategy, Business Analysis, Disaster Recovery, SDLC, Enterprise Architecture, Information Technology, Requirements Analysis, ITIL, PMP, Data Center, IT Management, IT Service Management, Solution Architecture, IT Operations, Project Management, Project Portfolio..., Software Project..., Security, Virtualization, Visio
Education
Sheridan College 1987 — 1991
Computer Information Systems
Centerbridge Partners February 2014 - Present
Edge Technology Group May 2008 - February 2014
Sandell Asset Management December 2006 - May 2008
Amaranth LLC 2003 - 2006
CIBC World Markets 2000 - 2004
Education
Rutgers, The State University of New Jersey-New Brunswick
Barchelor of Arts
CIBC World Markets April 2015 - Present
CIBC World Markets April 2015 - Present
RBC May 2009 - February 2013
RBC July 2007 - April 2009
Skills
Customer Service, Marketing, CRM, Sales Management, Marketing Communications, Account Management, Business Analysis, Marketing Strategy, New Business Development, Business Development, Banking, Team Building, Sales, Leadership, Analysis, Business Planning, Financial Analysis, Management, Risk Management, Strategy, Team Leadership
Education
Sheridan College 2000 — 2001
Art/Art Studies, General
J.P. Morgan May 2013 - Present
Barclays September 2008 - May 2013
Lehman Brothers February 1998 - September 2008
CIBC World Markets 1995 - 1998
Salomon Brothers 1993 - 1995
Investment Support Systems 1989 - 1993
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Investment Banking, Fixed Income, Market Data, Quantitative Analytics, Equity Derivatives, Trading, Options, Sybase, Capital Markets, Prime Brokerage, Financial Markets, Program Management, Middle Office, Risk Management, FX Options, Portfolio Management, Low Latency, Automated Trading, Back Office, Program Trading, TCA, People-oriented, Microsoft Excel, Algorithm Analysis
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science (BS), Computer Science
BMO Capital Markets January 2015 - Present
CIBC Wealth Management September 2014 - January 2015
Scotiabank November 2013 - September 2014
RBC Wealth Management January 2013 - November 2013
CIBC World Markets May 2010 - February 2013
TD Canada Trust January 2009 - January 2010
TD Canada Trust January 2009 - January 2010
National Bank Correspondent Network September 2006 - June 2008
National Bank Correspondent Network September 2006 - June 2008
Scotiabank October 2003 - September 2006
Skills
Financial Services, Project Management, Business Intelligence, Management, Wealth Management, Brokers, PMO, Business Analysis, Portfolio Management, Project Portfolio..., PMP, Vendor Management, Governance, Business Requirements, Integration
Education
Ryerson University 2008 — 2008
Project Management
Queen's University 1986 — 1990
Bachelor of Arts, Communications
Sheridan College 1985 — 1986
Business Administration Diploma, Accounting
CIBC World Markets March 2008 - Present
CIBC June 2006 - March 2008
Skills
Requirements Analysis, Business Requirements, Business Analysis, Analysis
Education
Seneca College of Applied Arts and Technology 2005 — 2006
Library and Information Technician (Accelerated) Diploma Program, Library and Information Science, Graduated with Honors
Tech Mahindra (formerly Mahindra Satyam) January 2011 - Present
Direct Energy July 2009 - November 2010
Direct Energy March 2004 - June 2009
CIBC 2000 - 2003
CIBC World Markets 1998 - 2000
Skills
IT Service Management, ITIL, SDLC, Unix, Data Warehousing
Education
Ryerson University
Business Management
University of Toronto
ScuraPaley Securities LLC April 2014 - Present
Sidoti & Company LLC May 2003 - March 2014
CIBC World Markets March 2001 - March 2003
Prudential Securities September 1993 - February 2001
Shearson Lehman Brothers, Inc 1991 - 1993
Brown Brothers Harriman September 1989 - September 1991
Skills
Series 7, Equity Research, Securities, Series 63, Valuation, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Investments, Fixed Income, ETFs, Series 86, Series 87, Wall Street Journal..., Alternative Investments, Financial Services, Equity Valuation, FINRA
Education
Rutgers University-New Brunswick 1990 — 1994
MBA, Finance
University of Delaware 1985 — 1989
BAAS, Communicaton
MUFG Americas July 2012 - Present
BBVA Compass January 2011 - July 2012
PNC August 2010 - January 2011
Progressive Insurance April 2009 - July 2010
National City Bank April 2007 - March 2009
National City Bank May 2005 - April 2007
Key Bank July 1998 - May 2005
Royal Bank of Canada May 1997 - July 1998
CIBC World Markets May 1996 - April 1997
Skills
Credit Risk, Market Risk, Stress Testing, Portfolio Management, Banking, Risk Management, Financial Modeling, Investments, Credit Analysis, Financial Risk, Capital Markets, Credit, Quantitative Analytics, Commercial Banking, Bloomberg, Derivatives, Trading, Basel II, Enterprise Risk..., Finance, Fixed Income, Equities, Quantitative Finance, Loans, VAR, SAS, Analysis
Education
University of Toronto 1995 — 1996
Master, Computer Science
The University of British Columbia 1992 — 1994
M.Sc, Applied Mathematics
Shandong University
Bachelor of Science (B.S.), Mathematics
Wells Fargo Securities 2009 - Present
Wachovia 2006 - 2009
CIBC World Markets 1998 - 2005
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Villanova University 1987 — 1991
BA, Economics
Methanex Corporation 2015 - Present
CIBC World Markets 2013 - 2015
PwC 2010 - 2013
Education
Simon Fraser University 2005 — 2010
Bachelor of Business Administration
Goldman Sachs June 2010 - Present
UBS Financial Service April 2008 - March 2010
Morgan Stanley June 2007 - February 2008
CIBC World Markets November 2005 - June 2007
Goldman Sachs 2005 - 2005
Merrill Lynch Investment Managers September 2000 - November 2002
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
MS Global Affairs, Global Affairs
Rutgers, The State University of New Jersey-Newark 2004 — 2005
MPA, Public Administration
CIBC World Markets September 2007 - Present
Markel Insurance Company of Canada 2006 - 2007
Eco-Tec Inc. 2001 - 2006
Swarzkopf 1996 - 2000
Schwarzkopf 1995 - 2000
Riviera Concepts 1995 - 2000
Action Software 1999 - 1999
Education
Ryerson University 1996 — 2000
BCom, Information Technology Management
BNY Mellon 2009 - 2013
Deutsche Bank September 2000 - March 2009
Deutsche Bank 2000 - 2002
CIBC World Markets 1985 - 2000
Skills
Financial Reporting, Financial Services, Accounting, US GAAP, IFRS, External Audit, Financial Analysis, Asset Managment, Sarbanes-Oxley, Corporate Finance, Risk Management, Finance, Due Diligence, Investments, Mergers, Banking, Hedge Funds, Credit, Internal Audit, Business Process..., Equities, Fixed Income, Internal Controls, Governance, Financial Markets, Investment Banking, Capital Markets, Auditing, Derivatives, Asset Management, Valuation, Private Equity, Financial Risk, Bloomberg, Securities, Structured Finance, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark
BA, Liberal Arts
Seton Hall University
MBA, Accounting
Scotiabank Global Banking and Markets March 2015 - Present
Scotiabank Global Banking and Markets January 2013 - Present
Scotiabank Global Banking and Markets March 2010 - December 2012
SLC Construction March 2008 - March 2010
CIBC World Markets January 2006 - February 2008
CIBC World Markets May 2004 - December 2005
Skyjack Inc. Strategy Study, York University January 2003 - September 2003
Reuters Information Services (Canada) Inc April 2000 - May 2003
Star Data Systems Inc. April 1998 - April 2000
Mackenzie Financial Corporation (MRS Trust) November 1996 - April 1998
Skills
Capital Markets, Risk Management, Portfolio Management, Banking, Equities, Investments, Financial Analysis, Finance, Financial Modeling, Financial Risk
Education
CFA Institute 2004 — 2008
CFA, Chartered Financial Analyst, Investment Management
Wilfrid Laurier University 1989 — 2004
Honours Bachelor of Arts, Political Science
Canadian Securities Institute 2003 — 2003
FCSI, Fellowship of the Canadian Securities Institute, Portfolio management, Investment Management
Canadian Securities Institute 2003 — 2003
Canadian Investment Management, Investments
Canadian Securities Institute 2003 — 2003
Portfolio Management Techniques, Investments
York University - Schulich School of Business 2000 — 2003
Master of Business Administration, Finance and Accounting
Canadian Securities Institute 2002 — 2002
Trader Training Course
Canadian Securities Institute 2002 — 2002
Conduct and Practices Handbook, Investments
Investment Funds Institute of Canada 1998 — 1998
Canadian Investment Funds Course, Mutual Funds
Ryerson University 1997 — 1998
Marketing Certificate, Marketing
Internal Revenue Service March 2013 - Present
Chatham County Democatic Committee 2005 - 2011
H&R Block Financial Advisors July 2003 - May 2005
CIBC World Markets October 2000 - July 2003
VTR Capital 1998 - 1999
J.P. Morgan October 1996 - April 1998
USAF 1991 - 1996
Skills
Microsoft Office, Management, SPSS, Public Relations, Microsoft Word, PowerPoint, Financial Analysis, Customer Service, Accounting, Advertising, Microsoft Excel
Education
Savannah State University 2007 — 2011
Dewitt Clinton 1983 — 1987
UNLV
Management Information Systems, General
University of Maryland College Park
Santander Investment Securities Inc January 2015 - Present
CIBC World Markets August 2012 - December 2014
FTN Financial February 2012 - June 2012
BNP Paribas Securities Services February 2005 - February 2012
McDonald Investments August 2004 - January 2005
Barclays Capital July 1998 - April 2004
UBS January 1994 - May 1998
JP Morgan April 1991 - January 1994
Sanwa Financial Products LLC May 1990 - April 1991
Drexel Burnham Lambert April 1985 - February 1990
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Bloomberg, Equities, Series 7, Portfolio Management, Trading, Investments, Investment Banking, Derivatives, Alternative Investments, High Yield, Asset Managment, Structured Products, Treasury, Credit Derivatives
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts, Polictical Science, Economics
Rutgers Preparatory School 1972 — 1976
BA, Political Science and Econmics
Manulife Financial March 2011 - Present
Fidelity Clearing Canada May 2009 - February 2011
Citco Fund Services December 2006 - December 2008
CIBC World Markets December 2001 - July 2006
Merrill Lynch Canada Inc. / Midland Walwyn Inc. (Midland Walwyn purchased 1998) January 1995 - December 2001
Education
Ryerson University 1989 — 1994
Business Management
Hospitals of Ontario Pension Plan June 2009 - Present
Canada Pension Plan Investment Board February 2006 - March 2009
Queen's Own Rifles of Canada 1997 - 2006
CIBC World Markets November 2004 - November 2005
Munich Re May 2003 - October 2004
Financial Technology Consulting November 2002 - May 2003
Education
Canadian Securities Institute
Canadian Securities Course
Ryerson University
Project Management Program
University of Toronto 1998 — 2003
Bachelor of Science, Computer Science
CIBC August 2011 - Present
CIBC World Markets January 2009 - July 2011
Skills
Requirements Analysis, Agile Methodologies, Unix, SQL, Business Analysis, Web Services, SDLC, XML, Java, HTML, Web Applications, JavaScript, Software Development, Java Enterprise Edition, JSP, Databases, CSS, Oracle
Education
Sheridan College
CIBC World Markets
Skills
Investment Banking, Financial Analysis, Financial Modeling, Capital Markets, Corporate Finance
Education
Ryerson University
St. Bridget's Convent
CIBC World Markets April 2004 - Present
BMO Nesbitt Burns 1992 - 2004
Skills
Forecasting, Variance Analysis, Internal Controls, General Ledger, Finance, Hyperion Enterprise, Analysis, Internal Audit, Financial Statements, Accruals, Financial Modeling, Journal Entries, Management, Financial Analysis, Capital Markets, Investments, Corporate Finance, Financial Reporting, Account Reconciliation
Education
Ryerson University
Computer Science
CIBC World Markets 2013 - Present
HSBC 2012 - 2013
Equity Financial FX Inc. 2010 - 2012
Business Students' Association 2009 - 2010
Education
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance
Scotia Capital February 2009 - Present
Scotia McLeod Direct Investing February 2006 - April 2009
Faces Cosmetics -Fairview Mall September 2003 - June 2005
CIBC World Markets September 2001 - September 2003
CIBC February 2001 - September 2001
Skills
Compliance, Trading, Options, Microsoft Office, Customer Service, Policy, Banking, Risk Management, Financial Risk, Capital Markets, Portfolio Management, Financial Services, Fixed Income, Insider Trading, Control Room
Education
Ryerson University 1994 — 1998
BBM, Business Management
Broadridge March 2010 - Present
CIBC World Markets February 1999 - January 2009
SG Warburg & Co., Inc September 1986 - August 1996
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1981
BA, Accounting
American Express June 2010 - Present
American Express September 2007 - June 2010
American Express January 2005 - September 2007
CIBC World Markets 2002 - December 2004
Merrill Lynch 1998 - 2003
Midland Walwyn Capital Inc 1996 - 1998
Midland Walwyn Capital Inc. November 1994 - December 1996
Skills
PMO, Project Portfolio..., SDLC, Agile & Waterfall..., CA Clarity, Financial Services, SharePoint, Sarbanes-Oxley Act, Process Improvement, Business Analysis, Vendor Management, Business Requirements, Requirements Analysis, Project Delivery, Requirements Gathering, Business Intelligence, Business Process..., IT Strategy, ITIL
Education
Ryerson University
BAA, Information Management
CIBC March 2011 - Present
CIBC World Markets May 2007 - Present
BMO Financial Group April 2003 - May 2005
Skills
Capital Markets, Equities, Fixed Income, Valuation
Education
Ryerson University 2000 — 2004
Bachelor of Arts, International Economics
Canadian Securities Institute
CSC
CIBC World Markets January 2014 - Present
Merrill Lynch 1981 - 2013
Skills
Prime Brokerage, Fixed Income, Capital Markets, Collateral Management, Middle Office, Credit Derivatives, Securities, Bloomberg, Derivatives, Equities, Series 7, Hedge Funds, Financial Risk, Financial Services, Investment Banking, Securities Lending, Trading Systems, Equity Derivatives, Settlement, Swaps, Interest Rate..., Bonds, FX Options, Market Data, Options, Back Office, Electronic Trading, CDS, Alternative Investments, Reference Data, Structured Products, Series 63, FINRA, Operational Risk, Equity Trading
Education
Rowan University
Freelance Writer January 2012 - Present
Patch.com September 2010 - January 2012
CIBC World Markets September 1997 - April 2006
Skills
Blogging, Web Content, Editing, Publishing
Education
Rutgers University 1993 — 1997
B.S., Women's Studies
CIBC World Markets July 2014 - Present
Tata Consultancy Services November 2006 - July 2014
iCubix Infotech Ltd. July 2006 - November 2006
Fourth Media Interactive Pvt.Ltd July 2005 - June 2006
BISAG (Govt. Of Gujarat) August 2004 - June 2005
Skills
C#, ASP.NET, ASP.NET MVC, Software Development, Software Architectural..., Microsoft SQL Server, LINQ, WCF Services, Oracle, Requirements Analysis, SDLC
Education
Saurashtra University 2000 — 2004
Bachelor of Engineering (BE), Computer Engineering
CIBC August 2015 - Present
CIBC World Markets May 2015 - August 2015
CIBC World Markets September 2013 - May 2015
CIBC December 2012 - August 2013
CIBC April 2012 - December 2012
CIBC August 2011 - April 2012
CIBC April 2010 - September 2010
EMC 2004 - 2009
Legato Systems Inc. 2002 - 2004
Skills
Business Analysis, Business Intelligence, Project Management, Business Process..., Requirements Analysis, SQL, Strategic Planning, Change Management, Cross-functional Team..., Software Project..., Business Requirements, Financial Modeling, IT Strategy, Requirements Gathering, Business Process, Data Warehousing, Agile Methodologies, SDLC, Testing, Process Improvement, Management Consulting, Analysis, Business Strategy, Banking, Management, Vendor Management, Program Management, Risk Management, Enterprise Software, Enterprise Architecture, Strategy, Project Portfolio...
Education
Rotman School of Management - Executive Programs 2014 — 2014
Leading a Data-driven Organization
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Leadership and Organizational Behavior
SDA Bocconi 2010 — 2010
MBA, Strategy and Innovation
University of Guelph 1998 — 2002
BSc, Computing and Information Science
Alpha4x Asset Management 2013 - Present
DellaCamera Capital Management, LLC 2007 - 2012
CIBC World Markets 1994 - 2007
Skills
Securities
Education
Rider University 1980 — 1984
B.S, Accounting
CIBC World Markets December 2000 - Present
National Money Mart January 1996 - November 2000
Skills
Relationship Management, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Investments, Securities, Equities, Business Analysis
Education
Seneca College of Applied Arts and Technology 1996 — 1998
Business - Management
CIBC World Markets July 2015 - Present
Prism Valuation October 2014 - July 2015
Sun Life Financial January 2014 - April 2014
Sigma Analysis & Management Ltd January 2013 - August 2013
UTC Aerospace Systems January 2012 - September 2012
Pratt & Whitney Canada April 2011 - December 2011
Skills
Data Analysis, Matlab, Microsoft Office, Time Management, Research, Microsoft Excel, Public Speaking, Derivatives, Financial Modeling, Valuation, Capital Markets
Education
University of Toronto 2013 — 2014
Master's degree, Mathematical Finance
Ryerson University 2007 — 2011
Bachelor of Engineering (BEng), Aerospace, Aeronautical and Astronautical Engineering
CD ASSOCIATES May 2013 - Present
Tres Chic Affairs, Inc. January 2008 - November 2012
CIBC World Markets September 2005 - May 2012
The MIBRO Group June 2000 - September 2005
Skills
Project Management, Analysis, Project Coordination, Budgets, Project Scope..., Risk Management, Coaching, Project Planning, Application Lifecycle..., Management, Data Migration, Business Development, Event Planning, Recruiting, Negotiation, Event Management, Team Building, Teamwork, Time Management, Customer Service, Strategic Planning, Leadership, Fundraising, Process Scheduler, Administration, Training, Public Relations, Microsoft Office, Social Media, Public Speaking, Marketing Communications, Social Media Marketing, Hospitality, Scope Management, Data Cleaning, Data Management, Migration Projects
Education
Ryerson University
PMP, Project Management
Office of the Superintendent of Financial Institutions of Canada November 2012 - Present
TD Securities April 2009 - October 2012
GE Commercial Finance April 2007 - April 2009
TD Waterhouse October 2004 - March 2007
CIBC World Markets August 2002 - September 2004
Procter & Gamble May 2001 - August 2001
CIBC August 1998 - August 1999
The Bank of Nova June 1996 - July 1998
Skills
Capital Markets, Financial Modeling, Portfolio Management, Credit Analysis, Credit, Derivatives, Corporate Finance, Credit Risk, Financial Structuring, Financial Analysis
Education
Schulich School of Business, York University 2000 — 2002
Master, Business Administration; Finance and Strategic Management
Ryerson University 1992 — 1997
Bachelor of Commerce (Hons, Economics and Statistics and
Exilliant Group April 2015 - Present
CPP Investment Board July 2013 - March 2015
RBC Capital Markets March 2012 - July 2013
CIBC World Markets March 2010 - February 2012
Alpha Trading Systems May 2009 - March 2010
Discovery Academy April 2007 - May 2009
AMD June 2004 - April 2009
Deloitte Canada October 2008 - December 2008
Skills
Java, Scala, Object Oriented Design, Test Driven Development, Electronic Trading, Concurrent Programming, Perl, HTML 5, Maven, FIX, SDLC, Testing, Spring, Software Development, Subversion, MySQL, Agile Methodologies, Unix, Java Enterprise Edition, XML, SOA, Web Applications, Programming
Education
Ryerson University 2004 — 2008
Bachelor of Science, Computer Science
Liberty International Underwriters May 2009 - April 2012
CIBC World Markets February 2006 - June 2008
Kearns Insurance Corporation December 2004 - January 2006
Maritime Life Assurance Company August 1998 - June 2004
Canadian Cancer Society May 1994 - July 1998
Community Trust Company Ltd. February 1989 - March 1994
Education
Ryerson University 1994 — 1996
Human Resources Management/Personnel Administration, General, II
St. Mary's High School 1975 — 1976
Executive Assistant/Executive Secretary
St. Mary's High School 1972 — 1974
Social Sciences, II
CIBC World Markets March 2011 - Present
Mackie Research Capital January 2001 - Present
Freelance 1990 - 2000
Education
Ryerson University 1974 — 1978
BAA, Photography
University of Waterloo 1971 — 1974
BA, Psychology and Sociology
Herjavec Group September 2014 - Present
Sentry Metrics October 2013 - September 2014
AVG Technologies May 2013 - September 2013
Level Platforms August 2012 - May 2013
Level Platforms February 2012 - August 2012
Level Platforms September 2007 - February 2012
CIBC World Markets March 2007 - August 2007
Soroc Technology January 2007 - August 2007
OEM Express March 2002 - August 2006
Skills
Active Directory, Servers, Information Security, Cloud Computing, System Administration, Information Technology, Architecture, Technical Support, Process Improvement, Networking, Computer Hardware, Troubleshooting, Microsoft SQL Server, Windows Server, Network Security, Disaster Recovery, Team Leadership, Virtualization, Hardware, Security, Management
Education
Sheridan College 2000 — 2001
Computer Programing
CIBC World Markets November 2007 - Present
Skills
Private Equity, Investment Banking, Merchant Banking, Portfolio Management
Education
Ryerson University
Bachelor of Commerce (B.Com.)
Quadrant Real Estate Advisors LLC May 2008 - Present
Capmark Finance Inc. May 2006 - May 2008
Georgian Bank June 2005 - May 2006
CIBC World Markets 1996 - 2004
Skills
Accounting, Financial Analysis, Microsoft Excel, Process Improvement, Microsoft Office, Business Analysis, Outlook, Customer Service, Financial Reporting, Microsoft Word
Education
Seton Hall University 1984 — 1988
Bachelor of Science (BS), Finance, General
CIBC World Markets 2006 - 2015
CIBC 2001 - 2006
Skills
Instructional Design, Blended Learning, Needs Analysis, Adult Education, Workshop Facilitation, Captivate, Instructor-led Training, E-Learning, Training, Leadership Development, Learning Management, Coaching, Performance Improvement, Training Delivery, Change Management, Performance Management, Team Leadership, Employee Training, Employee Engagement, Project Management, Leadership, Organizational..., Talent Management
Education
Institute for the Psychology of Eating
Nutritional Psychology, Eating Psychology Coach Certification Training
Ryerson University
Post Graduate Certificate, Training and Development
Ryerson University 1993 — 1998
Bachelor of Commerce, Finance and Accounting and Business Communication
Morgan Stanley February 2014 - Present
Equate Executive Search Inc October 2012 - November 2013
Merrill Lynch April 1999 - September 2006
CIBC World Markets June 1990 - March 1999
Standard & Poor's 1987 - 1990
Morgan Stanley June 1984 - June 1986
Skills
Capital Markets, New Business Development, Business Planning, Investor Relations, Business Relationship..., Mutual Funds, Portfolio Management, Structured Finance, Financial Analysis, Risk Management, Negotiation, Strategic Planning, Marketing Strategy, Investment Banking, Commercial Banking, Investment Strategies, Derivatives, Talent Management, Leadership, Investment Management
Education
Seton Hall University
B.S., Accounting, Magna cum laude
CIBC World Markets November 2005 - Present
CIBC World Markets November 2005 - Present
Skills
Trading Systems, Desktop Computers
Education
Seneca College of Applied Arts and Technology 1983 — 1984
Computer Electronic
Jefferies LLC June 2007 - Present
Banc of America Securities May 2003 - June 2007
CIBC World Markets October 2001 - May 2003
Skills
Treasury, Financial Risk, Operational Risk, Cash Management, Foreign Exchange, Capital Markets, Derivatives, Treasury Management, Investment Banking, Bonds, Fixed Income, FX Options, Equities, Financial Markets, Hedging, Structured Finance, Bloomberg, Corporate Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
CIBC World Markets October 2005 - Present
Global Payments June 2001 - October 2005
Skills
Executive..., Cake Decorating, Travel Arrangements, Calendaring, Office Management
Education
Seneca College of Applied Arts and Technology 1980 — 1983
Design Arts, Graphic Design
Manulife Financial March 2014 - Present
Manulife Financial March 2009 - February 2014
Manulife Financial March 2008 - March 2009
Manulife Financial March 2006 - March 2008
Manulife Financial August 2004 - March 2006
CIBC World Markets 2002 - 2004
National Bank of Pakistan July 1997 - December 2001
Skills
Mutual Funds, Investments, Derivatives, Bloomberg, Financial Modeling, Wealth Management, Fixed Income, Financial Analysis, Risk Management, Equities, Capital Markets, Strategic Financial..., Valuation, Investment Strategies, Business Analysis, Insurance
Education
Southeastern University
Master of Business Administration (MBA), Finance
Southeastern University
Bachelor's of Science, Marketing
CIBC World Markets February 2000 - Present
CIBC World Markets February 2000 - Present
Merrill Lynch April 2000 - February 2002
TD BANK February 1986 - February 2000
Skills
Account Reconciliation, Telephone Skills, Administrative..., Supervisory Skills, Access, Software Documentation, Time Management, Microsoft Excel, Office Management, Invoicing, Teamwork, Accounts Payable, Office Administration, Outlook, Accounts Receivable, Back Office, Payroll, Equities, Analysis, Derivatives, Microsoft Word, Securities, Fixed Income, Data Entry, Accounting
Education
Ryerson University 1976 — 1977
MEDICAL CLERK, Health and Medical Administrative Services
64 secondary school in eldoret 1972 — 1974
GRADE 12