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
Ashley DeSimone Ashley DeSimone's CIBC World Markets Experience January 2002 - January 2003
Job Founder and Managing Partner at Fortune Theatrical Ventures
Industry Entertainment
Experience
Fortune Theatrical Ventures June 2014 - Present
ICR January 2003 - December 2013
CIBC World Markets January 2002 - January 2003
ABN AMRO Bank N.V. December 2000 - November 2001
Skills
Financial Modeling, Valuation, Equity Research, Corporate Finance, Equities, Capital Markets, Financial Analysis, Investor Relations, Private Equity, IPO
Education
Commercial Theater Institute
The London School of Economics and Political Science (LSE)
The General Course, Politics & Economics
The University Professors Program of Boston University
Political Science and Government
Fortune Theatrical Ventures June 2014 - Present
ICR January 2003 - December 2013
CIBC World Markets January 2002 - January 2003
ABN AMRO Bank N.V. December 2000 - November 2001
Skills
Financial Modeling, Valuation, Equity Research, Corporate Finance, Equities, Capital Markets, Financial Analysis, Investor Relations, Private Equity, IPO
Education
Commercial Theater Institute
The London School of Economics and Political Science (LSE)
The General Course, Politics & Economics
The University Professors Program of Boston University
Political Science and Government
Cres Zeyu Li Cres Zeyu Li's CIBC World Markets Experience March 2015 - Present
Job Trading Application Consultant
Industry Financial Services
Experience
CIBC World Markets March 2015 - Present
TupleTex 2014 - Present
Bank of America Merrill Lynch May 2014 - March 2015
Citi Markets July 2013 - May 2014
Cayuga Research February 2013 - June 2013
University of Waterloo October 2012 - December 2012
China Merchants Bank July 2009 - March 2011
Sichuan Sky Software Co. Ltd. December 2008 - April 2009
Justlogin Pte Ltd July 2008 - October 2008
Skills
Algorithms, VBA, Matlab, C#, Derivatives, Quantitative Finance, R, Python, Java, Statistical Modeling, Machine Learning, Microsoft SQL Server, JavaScript, Stochastic Calculus, Market Risk, Openlink, Commodity, Bloomberg, Portfolio Optimization, Numerical PDE, Automatic..., ASP.NET, Software Design Patterns, Multithreading, Big Data, Grid Computing, Shell Scripting, Optimization, Monte Carlo Simulation, Volatility, Fixed Income, Oracle Database, SQL
Education
University of Waterloo 2011 — 2012
Master of Mathematics, Computational Mathematics
Southwestern University of Finance and Economics 2005 — 2009
B.E, Computer Science and Technology
CIBC World Markets March 2015 - Present
TupleTex 2014 - Present
Bank of America Merrill Lynch May 2014 - March 2015
Citi Markets July 2013 - May 2014
Cayuga Research February 2013 - June 2013
University of Waterloo October 2012 - December 2012
China Merchants Bank July 2009 - March 2011
Sichuan Sky Software Co. Ltd. December 2008 - April 2009
Justlogin Pte Ltd July 2008 - October 2008
Skills
Algorithms, VBA, Matlab, C#, Derivatives, Quantitative Finance, R, Python, Java, Statistical Modeling, Machine Learning, Microsoft SQL Server, JavaScript, Stochastic Calculus, Market Risk, Openlink, Commodity, Bloomberg, Portfolio Optimization, Numerical PDE, Automatic..., ASP.NET, Software Design Patterns, Multithreading, Big Data, Grid Computing, Shell Scripting, Optimization, Monte Carlo Simulation, Volatility, Fixed Income, Oracle Database, SQL
Education
University of Waterloo 2011 — 2012
Master of Mathematics, Computational Mathematics
Southwestern University of Finance and Economics 2005 — 2009
B.E, Computer Science and Technology
Karl Schopf Karl Schopf's CIBC World Markets Experience February 2015 - Present
Job Investment Banking Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets February 2015 - Present
Deloitte May 2014 - August 2014
IVEST Consumer Partners May 2013 - September 2013
Education
The University of British Columbia 2010 — 2015
Bachelor of Commerce (B.Com.), Finance, Dean's Honor Roll
CIBC World Markets February 2015 - Present
Deloitte May 2014 - August 2014
IVEST Consumer Partners May 2013 - September 2013
Education
The University of British Columbia 2010 — 2015
Bachelor of Commerce (B.Com.), Finance, Dean's Honor Roll
Marc Dupuis-Desormeaux Marc Dupuis-Desormeaux's CIBC World Markets Experience July 1994 - April 2000
Job Ph.D. Candidate Biology (Ecology) at York University
Industry Nonprofit Organization Management
Experience
York University 2010 - Present
Lewa Wildlife Conservancy (Canada) 2007 - Present
MDD Consulting 2002 - 2011
Toronto Zoo 2007 - 2009
EllisVision 2002 - 2008
ABN AMRO April 2000 - July 2001
CIBC World Markets July 1994 - April 2000
Export Development Canada July 1990 - April 1994
Skills
Ecology, Wildlife Conservation, Animal Behavior, Nonprofits, Research, Strategic Planning, Evolution, Conservation Issues, Volunteer Management, Team Leadership, Teaching, Wildlife, Community Outreach
Education
York University 2010 — 2014
Ph.D, Biology (Evolution and Ecology)
York University 2008 — 2010
Master of Environmental Studies, Wildlife Conservation and Human-Wildlife Conflicts
The University of British Columbia 1988 — 1993
MBA, Finance
University of Ottawa 1983 — 1987
B.Comm, Finance
York University 2010 - Present
Lewa Wildlife Conservancy (Canada) 2007 - Present
MDD Consulting 2002 - 2011
Toronto Zoo 2007 - 2009
EllisVision 2002 - 2008
ABN AMRO April 2000 - July 2001
CIBC World Markets July 1994 - April 2000
Export Development Canada July 1990 - April 1994
Skills
Ecology, Wildlife Conservation, Animal Behavior, Nonprofits, Research, Strategic Planning, Evolution, Conservation Issues, Volunteer Management, Team Leadership, Teaching, Wildlife, Community Outreach
Education
York University 2010 — 2014
Ph.D, Biology (Evolution and Ecology)
York University 2008 — 2010
Master of Environmental Studies, Wildlife Conservation and Human-Wildlife Conflicts
The University of British Columbia 1988 — 1993
MBA, Finance
University of Ottawa 1983 — 1987
B.Comm, Finance
Eric Grant Eric Grant's CIBC World Markets Experience January 1999 - January 2000
Job Director at JMP Securities
Industry Investment Banking
Experience
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
Ann Richards's CIBC World Markets Experience 1994 - Present
Job The C.A. Retirement Specialist
Industry Investment Management
Experience
Cdn Initiative for Elder Planning Studies May 2004 - Present
Canadian Securities Institute April 1997 - Present
Financial Planning Standards Council 1995 - Present
CIBC Wood Gundy April 1994 - Present
CIBC 1994 - Present
CIBC World Markets 1994 - Present
York Condominium Corporation #288 May 2002 - April 2012
Digital Equipment Corporation 1992 - 1994
Touche Ross Management Consultant 1987 - 1991
InterContinental Hotels Group 1985 - 1987
Skills
Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, Insurance, Financial Analysis, Employee Benefits, Personal Pensions, Individual Pension Plans, Retirement Planning, Personal Financial..., Strategic Financial..., Estate Planning, Discretionary Asset..., Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Wealth, Investments
Education
CICA 1982 — 2013
CPA, C.A., Accounting
The University of British Columbia 1976 — 1978
B.A. (Math), Mathematics
West Vancouver Secondary School
High School Diploma
Cdn Initiative for Elder Planning Studies May 2004 - Present
Canadian Securities Institute April 1997 - Present
Financial Planning Standards Council 1995 - Present
CIBC Wood Gundy April 1994 - Present
CIBC 1994 - Present
CIBC World Markets 1994 - Present
York Condominium Corporation #288 May 2002 - April 2012
Digital Equipment Corporation 1992 - 1994
Touche Ross Management Consultant 1987 - 1991
InterContinental Hotels Group 1985 - 1987
Skills
Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, Insurance, Financial Analysis, Employee Benefits, Personal Pensions, Individual Pension Plans, Retirement Planning, Personal Financial..., Strategic Financial..., Estate Planning, Discretionary Asset..., Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Wealth, Investments
Education
CICA 1982 — 2013
CPA, C.A., Accounting
The University of British Columbia 1976 — 1978
B.A. (Math), Mathematics
West Vancouver Secondary School
High School Diploma
Craig England Craig England's CIBC World Markets Experience 1988 - 1990
Job CEO at England & Company
Industry Investment Banking
Experience
England & Company 2003 - Present
Legg Mason 1997 - 2001
Alex Brown & Sons 1996 - 1997
ICON Capital Corp. 1994 - 1996
Hunter Keith Marshall & Co. 1990 - 1994
CIBC World Markets 1988 - 1990
Irving Trust Company 1987 - 1988
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1983 — 1987
Bachelor's Degree
Université libre de Bruxelles 1985 — 1986
England & Company 2003 - Present
Legg Mason 1997 - 2001
Alex Brown & Sons 1996 - 1997
ICON Capital Corp. 1994 - 1996
Hunter Keith Marshall & Co. 1990 - 1994
CIBC World Markets 1988 - 1990
Irving Trust Company 1987 - 1988
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1983 — 1987
Bachelor's Degree
Université libre de Bruxelles 1985 — 1986
Daria House's CIBC World Markets Experience December 1997 - January 2005
Job Executive Assistant/Expense Compliance Auditor at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP March 2014 - Present
Baker Hughes October 2012 - Present
BP February 2012 - September 2012
Chevron June 2006 - November 2011
CIBC World Markets December 1997 - January 2005
Five Star Equities, Inc. December 1994 - December 1997
Skills
SAP, Microsoft Excel, Microsoft Office, Outlook, Management, Employee Relations, Leadership, Human Resources, Petroleum, Oil/Gas, Procurement, Administrative..., Energy, Contract Management, PowerPoint, Recruiting, PeopleSoft, Energy Industry, Negotiation, Process Scheduler, Oil & Gas Industry, Contract Negotiation, Training, Software Documentation, Process Improvement
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1977 — 1980
Bachelor of Science (B.S.), Marketing, 3.0
Grant Thornton LLP March 2014 - Present
Baker Hughes October 2012 - Present
BP February 2012 - September 2012
Chevron June 2006 - November 2011
CIBC World Markets December 1997 - January 2005
Five Star Equities, Inc. December 1994 - December 1997
Skills
SAP, Microsoft Excel, Microsoft Office, Outlook, Management, Employee Relations, Leadership, Human Resources, Petroleum, Oil/Gas, Procurement, Administrative..., Energy, Contract Management, PowerPoint, Recruiting, PeopleSoft, Energy Industry, Negotiation, Process Scheduler, Oil & Gas Industry, Contract Negotiation, Training, Software Documentation, Process Improvement
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1977 — 1980
Bachelor of Science (B.S.), Marketing, 3.0
Lauren Magnotti Martin Lauren Magnotti Martin's CIBC World Markets Experience January 2000 - July 2000
Job Senior Director of Legal Strategy at the ASPCA
Industry Law Practice
Experience
American Society for the Prevention of Cruelty to Animals (ASPCA) May 2010 - Present
St. John's University School of Law January 2012 - Present
Willkie Farr & Gallagher LLP September 2006 - June 2010
Salomon Smith Barney July 2000 - August 2002
CIBC World Markets January 2000 - July 2000
Testtakers 1998 - 2000
SCORE! Educational Centers July 1998 - October 1998
Skills
Legal Research, Animals, Animal Work, Legal Writing, Litigation, Corporate Law
Education
Saint John's University School of Law 2003 — 2006
J.D.
University of Pennsylvania 1994 — 1998
B.A., Political Science
American Society for the Prevention of Cruelty to Animals (ASPCA) May 2010 - Present
St. John's University School of Law January 2012 - Present
Willkie Farr & Gallagher LLP September 2006 - June 2010
Salomon Smith Barney July 2000 - August 2002
CIBC World Markets January 2000 - July 2000
Testtakers 1998 - 2000
SCORE! Educational Centers July 1998 - October 1998
Skills
Legal Research, Animals, Animal Work, Legal Writing, Litigation, Corporate Law
Education
Saint John's University School of Law 2003 — 2006
J.D.
University of Pennsylvania 1994 — 1998
B.A., Political Science
Jon Morrison Jon Morrison's CIBC World Markets Experience December 2014 - Present
Job Executive Director, Institutional Equity Research Oilfield Services at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets December 2014 - Present
CIBC World Markets November 2012 - December 2014
CIBC World Markets November 2011 - November 2012
CIBC World Markets April 2009 - November 2011
Acumen Capital Partners January 2008 - April 2009
High Arctic Energy Services April 2006 - December 2006
Skills
Equity Research, Equities, Capital Markets, Finance, Valuation, Financial Modeling, Bloomberg, Due Diligence, Financial Analysis, Investment Banking, Investments, Equity Valuation, Asset Management, Hedge Funds, Corporate Finance, DCF, Private Equity, Financial Markets, Fixed Income, Equity Trading, Business Valuation, Portfolio Management, Trading, Alternative Investments
Education
The University of Lethbridge 2002 — 2007
B. Mgt, Finance
LCI
CIBC World Markets December 2014 - Present
CIBC World Markets November 2012 - December 2014
CIBC World Markets November 2011 - November 2012
CIBC World Markets April 2009 - November 2011
Acumen Capital Partners January 2008 - April 2009
High Arctic Energy Services April 2006 - December 2006
Skills
Equity Research, Equities, Capital Markets, Finance, Valuation, Financial Modeling, Bloomberg, Due Diligence, Financial Analysis, Investment Banking, Investments, Equity Valuation, Asset Management, Hedge Funds, Corporate Finance, DCF, Private Equity, Financial Markets, Fixed Income, Equity Trading, Business Valuation, Portfolio Management, Trading, Alternative Investments
Education
The University of Lethbridge 2002 — 2007
B. Mgt, Finance
LCI
Gregg Reilly, CA Gregg Reilly, CA's CIBC World Markets Experience May 2014 - Present
Job Investment Banking Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets May 2014 - Present
Deloitte September 2011 - May 2014
College Pro April 2011 - September 2011
Skills
Leadership, Financial Analysis, Corporate Finance, Financial Modeling, Entrepreneurship, Sales, Business Analysis, Business Strategy, Accounting, Project Planning, Analysis, Small Business, Training, Coaching, Team Leadership, Microsoft Excel, Mining, Customer Satisfaction, Finance, IFRS, Auditing
Education
CFA Institute
Chartered Financial Analyst Level I Candidate
CA School of Business 2011 — 2013
CASB Chartered Accountant Articling Program
The University of British Columbia 2009 — 2010
Diploma, Finance & Accounting
The University of British Columbia 2005 — 2009
Bachelor of Arts, History
CSI Global Education
Canadian Securities Course
CIBC World Markets May 2014 - Present
Deloitte September 2011 - May 2014
College Pro April 2011 - September 2011
Skills
Leadership, Financial Analysis, Corporate Finance, Financial Modeling, Entrepreneurship, Sales, Business Analysis, Business Strategy, Accounting, Project Planning, Analysis, Small Business, Training, Coaching, Team Leadership, Microsoft Excel, Mining, Customer Satisfaction, Finance, IFRS, Auditing
Education
CFA Institute
Chartered Financial Analyst Level I Candidate
CA School of Business 2011 — 2013
CASB Chartered Accountant Articling Program
The University of British Columbia 2009 — 2010
Diploma, Finance & Accounting
The University of British Columbia 2005 — 2009
Bachelor of Arts, History
CSI Global Education
Canadian Securities Course
Madelene Wong Madelene Wong's CIBC World Markets Experience August 2015 - Present
Job Associate, Capital Markets Trading at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - August 2014
TD January 2013 - July 2013
TD Bank Group June 2011 - January 2013
Sun Life Financial June 2008 - September 2010
Skills
SDLC, Analysis, Visio, Business Requirements, Business Analysis, Testing, Requirements Gathering, Management, Vendor Management, User Acceptance Testing, Risk Management, Requirements Analysis, Software Project..., Access, Financial Markets, Capital Markets, Capital IQ, Option Pricing Models, Bond Pricing, Equity Research, Bloomberg, Financial Modeling, Equity Valuation, DCF Valuation, Company Valuation
Education
The Hong Kong University of Science and Technology 2015 — 2015
Master of Business Administration (MBA), International Exchange Program
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Western Ontario 2007 — 2011
Bachelor of Management and Organizational Studies
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - August 2014
TD January 2013 - July 2013
TD Bank Group June 2011 - January 2013
Sun Life Financial June 2008 - September 2010
Skills
SDLC, Analysis, Visio, Business Requirements, Business Analysis, Testing, Requirements Gathering, Management, Vendor Management, User Acceptance Testing, Risk Management, Requirements Analysis, Software Project..., Access, Financial Markets, Capital Markets, Capital IQ, Option Pricing Models, Bond Pricing, Equity Research, Bloomberg, Financial Modeling, Equity Valuation, DCF Valuation, Company Valuation
Education
The Hong Kong University of Science and Technology 2015 — 2015
Master of Business Administration (MBA), International Exchange Program
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Western Ontario 2007 — 2011
Bachelor of Management and Organizational Studies
John Sawyers's CIBC World Markets Experience 2002 - 2012
Job Real Estate Executive | Attorney | Client Management Expertise
Industry Real Estate
Experience
Attorney 2013 - Present
CIBC World Markets 2002 - 2012
Aareal Bank AG 2001 - 2002
JPMorgan Chase Bank, N.A. 1992 - 2001
Skills
Commercial Mortgages, Management, Banking, Underwriting, Real Estate Economics, Legal, Client Expectations..., Client Management, New Business Development, Sales&Marketing, Workout, Loan Modifications, Restructures, Mentoring, Training, Creative Strategy, Resourceful..., Strategic Sourcing, Closing Abilities, Leadership Initiatives, Leadership Trainer, Logical Approach, Sales Motivation, Change Readiness, Ethical Leadership, Structured Finance, CRM, Due Diligence, Syndications, Valuation, Real Estate Financing, Asset Management, Debt Restructuring, Private Equity, Real Estate Private..., Securitization, Mezzanine, Acquisitions, Restructuring, Capital Markets, Commercial Real Estate, Disposition, Brokerage, Leveraged Finance, CMBS, Real Estate, Financial Structuring, Finance, Investments, Real Estate Transactions
Education
St. Bonaventure University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
St. John's University School of Law
Juris Doctor
Attorney 2013 - Present
CIBC World Markets 2002 - 2012
Aareal Bank AG 2001 - 2002
JPMorgan Chase Bank, N.A. 1992 - 2001
Skills
Commercial Mortgages, Management, Banking, Underwriting, Real Estate Economics, Legal, Client Expectations..., Client Management, New Business Development, Sales&Marketing, Workout, Loan Modifications, Restructures, Mentoring, Training, Creative Strategy, Resourceful..., Strategic Sourcing, Closing Abilities, Leadership Initiatives, Leadership Trainer, Logical Approach, Sales Motivation, Change Readiness, Ethical Leadership, Structured Finance, CRM, Due Diligence, Syndications, Valuation, Real Estate Financing, Asset Management, Debt Restructuring, Private Equity, Real Estate Private..., Securitization, Mezzanine, Acquisitions, Restructuring, Capital Markets, Commercial Real Estate, Disposition, Brokerage, Leveraged Finance, CMBS, Real Estate, Financial Structuring, Finance, Investments, Real Estate Transactions
Education
St. Bonaventure University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
St. John's University School of Law
Juris Doctor
Bill Craver's CIBC World Markets Experience 2006 - 2007
Job Founder of Circle River Advisors LLC
Industry Financial Services
Experience
RBC Capital Markets 2007 - 2008
CIBC World Markets 2006 - 2007
Credit Suisse 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
Skills
Private Equity, Investment Banking, Capital Markets, LBO, Valuation, Equities, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Private Placements, Leveraged Finance, Financial Structuring, Alternative Investments, Investments, Contract Negotiation, Mentoring, Recruiting, Business Development, New Business Generation, Manage Client..., Sales, Marketing, M&A experience, Securities Offerings, Executive Presentation..., Credit Analysis, Risk Assessment, Principal Investing, Due Diligence, Series 7, Finance, Business Valuation, Capital, Financial Advisory, Capital Structure, Mergers, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
University of North Carolina at Chapel Hill 1987 — 1991
BA
RBC Capital Markets 2007 - 2008
CIBC World Markets 2006 - 2007
Credit Suisse 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
Skills
Private Equity, Investment Banking, Capital Markets, LBO, Valuation, Equities, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Private Placements, Leveraged Finance, Financial Structuring, Alternative Investments, Investments, Contract Negotiation, Mentoring, Recruiting, Business Development, New Business Generation, Manage Client..., Sales, Marketing, M&A experience, Securities Offerings, Executive Presentation..., Credit Analysis, Risk Assessment, Principal Investing, Due Diligence, Series 7, Finance, Business Valuation, Capital, Financial Advisory, Capital Structure, Mergers, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
University of North Carolina at Chapel Hill 1987 — 1991
BA
Jessica Lawson's CIBC World Markets Experience November 2006 - Present
Job Director, Foreign Exchange Sales, Capital Markets Trading at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets November 2006 - Present
CIBC World Markets November 2006 - November 2007
HSBC Bank Canada 2001 - 2003
Professional Basketball Player 2000 - 2001
Skills
FX Options, Derivatives, Bloomberg, Foreign Exchange, Capital Markets, Financial Markets, Risk Management, Options, Financial Analysis, Trading
Education
The University of British Columbia 2004 — 2005
Master of Business Administration (MBA)
University of Maine 1997 — 2000
Bachelor's degree, Accounting and Finance
CIBC World Markets November 2006 - Present
CIBC World Markets November 2006 - November 2007
HSBC Bank Canada 2001 - 2003
Professional Basketball Player 2000 - 2001
Skills
FX Options, Derivatives, Bloomberg, Foreign Exchange, Capital Markets, Financial Markets, Risk Management, Options, Financial Analysis, Trading
Education
The University of British Columbia 2004 — 2005
Master of Business Administration (MBA)
University of Maine 1997 — 2000
Bachelor's degree, Accounting and Finance
Emil Khimji, CFA Emil Khimji, CFA's CIBC World Markets Experience May 2005 - August 2005
Job Senior Analyst, Alternative Investments, Phillips, Hager & North (RBC Global Asset Management)
Industry Investment Management
Experience
Phillips, Hager & North (RBC Global Asset Management) August 2007 - Present
CIBC World Markets May 2005 - August 2005
Education
The University of British Columbia / UBC 2003 — 2007
Bachelor of Commerce (honors), Finance
UBC Portfolio Management Foundation
Leslie Wong Fellow
Phillips, Hager & North (RBC Global Asset Management) August 2007 - Present
CIBC World Markets May 2005 - August 2005
Education
The University of British Columbia / UBC 2003 — 2007
Bachelor of Commerce (honors), Finance
UBC Portfolio Management Foundation
Leslie Wong Fellow
Jeff Lee-Yaw Jeff Lee-Yaw's CIBC World Markets Experience 2010 - 2012
Job Corporate Strategy and Planning at Rogers Communications
Industry Telecommunications
Experience
Various Startups 2014 - 2015
Ontario Teachers' Pension Plan - Teachers' Private Capital 2014 - 2014
Ontario Teachers' Pension Plan - Teachers' Private Capital 2012 - 2014
CIBC World Markets 2010 - 2012
UBS Investment Bank 2009 - 2009
Accenture 2006 - 2008
Accenture 2004 - 2006
Skills
Business Strategy, Strategic Planning, Corporate Development, Management Consulting, Process Improvement, Data Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Investment Banking
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Economics, Finance, Accounting, Entrepreneurship
University of Ottawa / Université d'Ottawa 2000 — 2004
Bachelor of Commerce (B.Com.)
Various Startups 2014 - 2015
Ontario Teachers' Pension Plan - Teachers' Private Capital 2014 - 2014
Ontario Teachers' Pension Plan - Teachers' Private Capital 2012 - 2014
CIBC World Markets 2010 - 2012
UBS Investment Bank 2009 - 2009
Accenture 2006 - 2008
Accenture 2004 - 2006
Skills
Business Strategy, Strategic Planning, Corporate Development, Management Consulting, Process Improvement, Data Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Investment Banking
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Economics, Finance, Accounting, Entrepreneurship
University of Ottawa / Université d'Ottawa 2000 — 2004
Bachelor of Commerce (B.Com.)
Richard Kenny Richard Kenny's CIBC World Markets Experience September 2015 - Present
Job Debt Capital Markets Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets September 2015 - Present
BBVA July 2014 - June 2015
BMO Capital Markets June 2013 - September 2013
Merrill Lynch January 2012 - May 2012
US Tax & Financial June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Argus Modeling, SharePoint, Facebook, Microsoft Word, Salesforce Training, Series 63, Series 79, Bloomberg Terminal, Wealth Management, Financial Modeling, Equity Research, Corporate Finance, Capital IQ, Investment Banking, FINRA, Financial Analysis, Social Media, Investments, Microsoft Office, Capital Markets, Sports
Education
Villanova University 2009 — 2013
Bachelor's degree, Finance & Real Estate
London School of Economics and Political Science 2011 — 2011
Financial Public Markets Course, A-
Episcopal Academy 2005 — 2009
High School Diploma
CIBC World Markets September 2015 - Present
BBVA July 2014 - June 2015
BMO Capital Markets June 2013 - September 2013
Merrill Lynch January 2012 - May 2012
US Tax & Financial June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Argus Modeling, SharePoint, Facebook, Microsoft Word, Salesforce Training, Series 63, Series 79, Bloomberg Terminal, Wealth Management, Financial Modeling, Equity Research, Corporate Finance, Capital IQ, Investment Banking, FINRA, Financial Analysis, Social Media, Investments, Microsoft Office, Capital Markets, Sports
Education
Villanova University 2009 — 2013
Bachelor's degree, Finance & Real Estate
London School of Economics and Political Science 2011 — 2011
Financial Public Markets Course, A-
Episcopal Academy 2005 — 2009
High School Diploma
Joshua Lanning's CIBC World Markets Experience January 2014 - Present
Job Associate, Global Infrastructure Finance, CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets January 2014 - Present
Morgan Joseph TriArtisan LLC May 2011 - November 2011
Louis Berger Group July 2006 - March 2011
CME Associates 2002 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Project Management, Microsoft Excel, Due Diligence, Corporate Finance, Microsoft Office, Analysis, PowerPoint, Management, Mergers & Acquisitions, Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA, Finance
Stevens Institute of Technology 2000 — 2006
Bachelor of Engineering, Environmental Engineering
Homer Central High School 1997 — 2000
CIBC World Markets January 2014 - Present
Morgan Joseph TriArtisan LLC May 2011 - November 2011
Louis Berger Group July 2006 - March 2011
CME Associates 2002 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Project Management, Microsoft Excel, Due Diligence, Corporate Finance, Microsoft Office, Analysis, PowerPoint, Management, Mergers & Acquisitions, Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA, Finance
Stevens Institute of Technology 2000 — 2006
Bachelor of Engineering, Environmental Engineering
Homer Central High School 1997 — 2000
Arezou Bahari Arezou Bahari's CIBC World Markets Experience 2013 - Present
Job Director at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets 2013 - Present
CIBC World Markets September 2011 - November 2013
CIBC Commercial Banking June 2010 - September 2011
Skills
Capital Markets, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Equities, Fixed Income, Bloomberg, Private Equity, FX Options, Derivatives, Mergers & Acquisitions, Trading, Structured Products, Finance, Commodity, Banking, Financial Markets, Credit Analysis, Risk Management, Investments, Currency
Education
CFA Institute
CFA
ACI Dealing Certificate
UBC
Bcom, Finance (Hons.)
CIBC World Markets 2013 - Present
CIBC World Markets September 2011 - November 2013
CIBC Commercial Banking June 2010 - September 2011
Skills
Capital Markets, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Equities, Fixed Income, Bloomberg, Private Equity, FX Options, Derivatives, Mergers & Acquisitions, Trading, Structured Products, Finance, Commodity, Banking, Financial Markets, Credit Analysis, Risk Management, Investments, Currency
Education
CFA Institute
CFA
ACI Dealing Certificate
UBC
Bcom, Finance (Hons.)
Theresa Magliano Murphy's CIBC World Markets Experience November 1995 - August 1999
Job Community Relations Coordinator at East End Hospice
Industry Nonprofit Organization Management
Experience
East End Hospice May 2000 - Present
CIBC World Markets November 1995 - August 1999
Skills
InDesign, Non-profits, Fundraising, Event Planning, Nonprofits, Media Relations, Press Releases, Public Relations, Advertising, Marketing Communications, Social Media Marketing, Public Speaking, Community Outreach, Editing, Social Media, Event Management, Corporate Communications
Education
St. Joseph's College 1991 — 1995
Bachelor's Degree, Marketing
East End Hospice May 2000 - Present
CIBC World Markets November 1995 - August 1999
Skills
InDesign, Non-profits, Fundraising, Event Planning, Nonprofits, Media Relations, Press Releases, Public Relations, Advertising, Marketing Communications, Social Media Marketing, Public Speaking, Community Outreach, Editing, Social Media, Event Management, Corporate Communications
Education
St. Joseph's College 1991 — 1995
Bachelor's Degree, Marketing
Danielle Koster's CIBC World Markets Experience June 2013 - June 2014
Job Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley June 2014 - Present
CIBC World Markets June 2013 - June 2014
Bank of America Merrill Lynch November 2006 - June 2013
Education
Stony Brook University
Morgan Stanley June 2014 - Present
CIBC World Markets June 2013 - June 2014
Bank of America Merrill Lynch November 2006 - June 2013
Education
Stony Brook University
Barb Emery Barb Emery's CIBC World Markets Experience 1998 - 2002
Job Partner at Scholastic Angel
Industry Events Services
Experience
Scholastic Angel December 2014 - Present
Start-up Consulting February 2014 - Present
Dedham Land Trust 2012 - Present
TechStars February 2013 - May 2013
CIBC World Markets 1998 - 2002
Eaton Vance 1995 - 1998
US Environmental Protection Agency (EPA) 1993 - 1995
Skills
Event Management, Customer Service, Research, Strategic Communications, Leadership, Sales, Project Management, Proofreading, Venture Capital, Management, Start-ups, Digital Media, Equities, Investments
Education
University of Michigan 1993 — 1995
MS, Environmental Policy & Planning
St. Lawrence University 1985 — 1989
BA, Fine arts and Government
Kent Place School 1981 — 1985
Scholastic Angel December 2014 - Present
Start-up Consulting February 2014 - Present
Dedham Land Trust 2012 - Present
TechStars February 2013 - May 2013
CIBC World Markets 1998 - 2002
Eaton Vance 1995 - 1998
US Environmental Protection Agency (EPA) 1993 - 1995
Skills
Event Management, Customer Service, Research, Strategic Communications, Leadership, Sales, Project Management, Proofreading, Venture Capital, Management, Start-ups, Digital Media, Equities, Investments
Education
University of Michigan 1993 — 1995
MS, Environmental Policy & Planning
St. Lawrence University 1985 — 1989
BA, Fine arts and Government
Kent Place School 1981 — 1985
Gregory Black Gregory Black's CIBC World Markets Experience January 1987 - May 1991
Job President & CEO at Kanata Capital Inc.
Industry Financial Services
Experience
United Paragon Associates Inc. (UPA) October 2010 - Present
Kanata Capital Inc. September 1996 - Present
Brawley Cathers Limited / First Associates December 2002 - June 2004
Black Investment Management Ltd. June 1991 - November 2002
University Avenue Management May 1992 - December 1995
CIBC World Markets January 1987 - May 1991
CIBC Investment Bank December 1985 - January 1987
National Victoria & Grey Trust 1981 - 1985
Montreal Trust Company 1975 - 1979
Skills
Mutual Funds, Investments, Fixed Income, Bonds, Trading, Portfolio Management, Capital Markets, Mergers & Acquisitions, Equities, Venture Capital, Private Placements, Securities, Investment Banking, Asset Managment, Asset Management, Alternative Investments, Entrepreneurship, New Business Development, Start-ups, Private Equity, Structured Finance, Corporate Finance, Hedge Funds, Investor Relations, Investment Advisory, Funding, Emerging Markets, Investment Management, Executive Management, Wealth Management
Education
St. Francis Xavier University 1979 — 1980
Northern Secondary School 1978 — 1979
De La Salle College 'Oaklands' 1974 — 1978
St. Clement Catholic School 1966 — 1974
United Paragon Associates Inc. (UPA) October 2010 - Present
Kanata Capital Inc. September 1996 - Present
Brawley Cathers Limited / First Associates December 2002 - June 2004
Black Investment Management Ltd. June 1991 - November 2002
University Avenue Management May 1992 - December 1995
CIBC World Markets January 1987 - May 1991
CIBC Investment Bank December 1985 - January 1987
National Victoria & Grey Trust 1981 - 1985
Montreal Trust Company 1975 - 1979
Skills
Mutual Funds, Investments, Fixed Income, Bonds, Trading, Portfolio Management, Capital Markets, Mergers & Acquisitions, Equities, Venture Capital, Private Placements, Securities, Investment Banking, Asset Managment, Asset Management, Alternative Investments, Entrepreneurship, New Business Development, Start-ups, Private Equity, Structured Finance, Corporate Finance, Hedge Funds, Investor Relations, Investment Advisory, Funding, Emerging Markets, Investment Management, Executive Management, Wealth Management
Education
St. Francis Xavier University 1979 — 1980
Northern Secondary School 1978 — 1979
De La Salle College 'Oaklands' 1974 — 1978
St. Clement Catholic School 1966 — 1974
Mike Woodward Mike Woodward's CIBC World Markets Experience May 2012 - April 2014
Job Director, Mergers & Acquisitions at Torq Energy Logistics
Industry Investment Banking
Experience
Torq Energy Logistics May 2014 - Present
CIBC World Markets May 2012 - April 2014
CIBC World Markets September 2010 - July 2012
PricewaterhouseCoopers 2007 - September 2010
UBC Commerce Undergraduate Society March 2006 - March 2007
UBC Commerce Undergraduate Society March 2005 - March 2006
Skills
Financial Modeling, Financial Analysis, Quantitative Analysis, Accounting, Corporate Finance, Valuation, Financial Accounting, Equity Research, Internal Controls, DCF, Auditing, IFRS, Business Valuation, Investment Banking, Financial Statement..., Bloomberg, Finance, Due Diligence, Tax, Business Strategy, M&A experience, Business Analysis, External Audit, Capital Markets, Assurance, Investments, Sarbanes-Oxley Act, Quantitative Analytics, Mergers & Acquisitions, US GAAP, Management, Financial Reporting, Analysis
Education
CFA Institute
CFA
CA School of Business 2007 — 2009
CA, Accounting
The University of British Columbia 2003 — 2007
Bachelor of Commerce (BCom), Accounting
Torq Energy Logistics May 2014 - Present
CIBC World Markets May 2012 - April 2014
CIBC World Markets September 2010 - July 2012
PricewaterhouseCoopers 2007 - September 2010
UBC Commerce Undergraduate Society March 2006 - March 2007
UBC Commerce Undergraduate Society March 2005 - March 2006
Skills
Financial Modeling, Financial Analysis, Quantitative Analysis, Accounting, Corporate Finance, Valuation, Financial Accounting, Equity Research, Internal Controls, DCF, Auditing, IFRS, Business Valuation, Investment Banking, Financial Statement..., Bloomberg, Finance, Due Diligence, Tax, Business Strategy, M&A experience, Business Analysis, External Audit, Capital Markets, Assurance, Investments, Sarbanes-Oxley Act, Quantitative Analytics, Mergers & Acquisitions, US GAAP, Management, Financial Reporting, Analysis
Education
CFA Institute
CFA
CA School of Business 2007 — 2009
CA, Accounting
The University of British Columbia 2003 — 2007
Bachelor of Commerce (BCom), Accounting
Alex Mather's CIBC World Markets Experience February 2012 - October 2012
Job Communications Consultant
Industry Marketing and Advertising
Experience
Blue State Digital March 2013 - Present
FTWConsulting January 2009 - December 2012
CIBC World Markets February 2012 - October 2012
Polis Media Think Tank, London School of Economics October 2010 - August 2011
Aver Media LP May 2009 - September 2010
Temple Street Productions May 2008 - September 2008
BluMont Capital May 2007 - July 2007
Skills
Financial Analysis, Media Strategy, Social Media Marketing, Publishing, New Media Strategy, Web Application..., Media Production, Online Publishing, Editing, Public Speaking, Bloomberg, Investment Banking, Digital Communication, Copywriting, Film Production, Film Finance, Digital Marketing, Digital Media, Digital Strategy, Advertising, Web Application Design, Social Media, Strategy, Writing, Management, New Media, Marketing Strategy, Marketing
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (M.Sc.), Media and Communications
The University of Western Ontario 2006 — 2010
BA (Hons.), Political Science
Royal St. George's College
Blue State Digital March 2013 - Present
FTWConsulting January 2009 - December 2012
CIBC World Markets February 2012 - October 2012
Polis Media Think Tank, London School of Economics October 2010 - August 2011
Aver Media LP May 2009 - September 2010
Temple Street Productions May 2008 - September 2008
BluMont Capital May 2007 - July 2007
Skills
Financial Analysis, Media Strategy, Social Media Marketing, Publishing, New Media Strategy, Web Application..., Media Production, Online Publishing, Editing, Public Speaking, Bloomberg, Investment Banking, Digital Communication, Copywriting, Film Production, Film Finance, Digital Marketing, Digital Media, Digital Strategy, Advertising, Web Application Design, Social Media, Strategy, Writing, Management, New Media, Marketing Strategy, Marketing
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (M.Sc.), Media and Communications
The University of Western Ontario 2006 — 2010
BA (Hons.), Political Science
Royal St. George's College
Nadine Totri's CIBC World Markets Experience October 2012 - June 2014
Job Credit Ratings Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's January 2015 - Present
CIBC World Markets October 2012 - June 2014
Travelers November 2008 - July 2010
AIG June 2006 - October 2008
Skills
Risk Management, Financial Modeling, Financial Analysis, Valuation, Investments, Insurance, Underwriting, Analysis, Capital Markets, Portfolio Management, Bloomberg, Employment Practices..., Corporate Finance, Due Diligence, Financial Risk, Data Analysis
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Law and Society and Psychology
Standard & Poor's January 2015 - Present
CIBC World Markets October 2012 - June 2014
Travelers November 2008 - July 2010
AIG June 2006 - October 2008
Skills
Risk Management, Financial Modeling, Financial Analysis, Valuation, Investments, Insurance, Underwriting, Analysis, Capital Markets, Portfolio Management, Bloomberg, Employment Practices..., Corporate Finance, Due Diligence, Financial Risk, Data Analysis
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Law and Society and Psychology
Oleg Fonarev Oleg Fonarev's CIBC World Markets Experience July 2012 - Present
Job President and Principal Consultant at Xtend Ltd.
Industry Information Technology and Services
Experience
Xtend Ltd. February 1999 - Present
S.A.L.T. - Sustainable Autonomous Living Technologies Inc January 2012 - Present
CIBC World Markets July 2012 - Present
Rogers Communications March 2011 - June 2012
CIBC World Markets April 2010 - March 2011
Capco February 2010 - April 2010
RBC Capital Markets February 2010 - March 2010
Symcor Inc April 2006 - November 2009
CIBC World Markets April 2003 - April 2006
Sigma Systems April 2001 - February 2003
Skills
Java, Enterprise Architecture, Financial Systems, SOA, XML, System Integration, Information Security, SDLC, Integration, Software Development, Business Intelligence, Solution Architecture, Business Analysis, Requirements Analysis, Java Enterprise Edition, Agile Methodologies, UML, Spring, Weblogic, Application Architecture, Oracle, Team Leadership, Risk Management, Technical Architecture, Data Modeling, Web Applications, Hibernate, Software Design, Architecture, Account Reconciliation, Web Services, Requirements Gathering, Systems Analysis, IT Strategy, Software Project..., Databases, Database Design, Architectures
Education
Hebrew University of Jerusalem 1992 — 1994
Post-Doctoral
University of Kazan & University of Tomsk 1988 — 1991
Ph.D.
University of Kazan 1982 — 1988
M.Sc.
Moscow Institute of Electronic Technology 1981 — 1982
B.Sc. (not complete)
Xtend Ltd. February 1999 - Present
S.A.L.T. - Sustainable Autonomous Living Technologies Inc January 2012 - Present
CIBC World Markets July 2012 - Present
Rogers Communications March 2011 - June 2012
CIBC World Markets April 2010 - March 2011
Capco February 2010 - April 2010
RBC Capital Markets February 2010 - March 2010
Symcor Inc April 2006 - November 2009
CIBC World Markets April 2003 - April 2006
Sigma Systems April 2001 - February 2003
Skills
Java, Enterprise Architecture, Financial Systems, SOA, XML, System Integration, Information Security, SDLC, Integration, Software Development, Business Intelligence, Solution Architecture, Business Analysis, Requirements Analysis, Java Enterprise Edition, Agile Methodologies, UML, Spring, Weblogic, Application Architecture, Oracle, Team Leadership, Risk Management, Technical Architecture, Data Modeling, Web Applications, Hibernate, Software Design, Architecture, Account Reconciliation, Web Services, Requirements Gathering, Systems Analysis, IT Strategy, Software Project..., Databases, Database Design, Architectures
Education
Hebrew University of Jerusalem 1992 — 1994
Post-Doctoral
University of Kazan & University of Tomsk 1988 — 1991
Ph.D.
University of Kazan 1982 — 1988
M.Sc.
Moscow Institute of Electronic Technology 1981 — 1982
B.Sc. (not complete)
Dan Marino Dan Marino's CIBC World Markets Experience June 1998 - June 2000
Job Financial Services IT & Management Consultant
Industry Financial Services
Experience
Sapient March 2010 - Present
JPMorgan December 2007 - March 2010
Acai Solutions November 2006 - December 2007
JPMorgan February 2006 - November 2006
CGI-AMS / MPI Professionals November 2003 - January 2006
Navint Consulting / Nextera June 2000 - November 2003
CIBC World Markets June 1998 - June 2000
IBM Global Services January 1997 - June 1998
Skills
Program Management, project management, engagement management, Capital Markets, Investment Banking, Equities, Fixed Income, Product Management, Business Development, Hedge Funds, Accounting, Consulting, Research, Fund Services, Securities Lending, Project Management, Financial Services, Strategy, SDLC, Business Process, Asset Management, Human Resources, Business Analysis, Outsourcing, Financial Markets, Derivatives, Engagement Management, Business Intelligence, IT Strategy
Education
Syracuse University 1993 — 1996
BS, Information Management & Technology
Sapient March 2010 - Present
JPMorgan December 2007 - March 2010
Acai Solutions November 2006 - December 2007
JPMorgan February 2006 - November 2006
CGI-AMS / MPI Professionals November 2003 - January 2006
Navint Consulting / Nextera June 2000 - November 2003
CIBC World Markets June 1998 - June 2000
IBM Global Services January 1997 - June 1998
Skills
Program Management, project management, engagement management, Capital Markets, Investment Banking, Equities, Fixed Income, Product Management, Business Development, Hedge Funds, Accounting, Consulting, Research, Fund Services, Securities Lending, Project Management, Financial Services, Strategy, SDLC, Business Process, Asset Management, Human Resources, Business Analysis, Outsourcing, Financial Markets, Derivatives, Engagement Management, Business Intelligence, IT Strategy
Education
Syracuse University 1993 — 1996
BS, Information Management & Technology
Nancy Wilson Brothers Nancy Wilson Brothers's CIBC World Markets Experience September 1997 - June 1998
Job Senior Managing Director at Aviation Finance Corporation
Industry Financial Services
Experience
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Ivy Miao Ivy Miao's CIBC World Markets Experience 2001 - 2003
Job Business Development Professional
Industry Legal Services
Experience
Davies Ward Phillips & Vineberg LLP 2011 - 2015
Middlefield Group 2007 - 2009
J.P. Morgan 2004 - 2007
CIBC World Markets 2001 - 2003
RBC Wealth Management 2000 - 2001
Skills
International Business..., Asset Management, Law Firm, Business Development, Relationship Management, Client Services, Mergers & Acquisitions, Cross-border..., China, Multilingual, Investments, Investment Management, Securities
Education
The University of British Columbia
Bachelor of Arts (B.A.), Economics and International Relations
Davies Ward Phillips & Vineberg LLP 2011 - 2015
Middlefield Group 2007 - 2009
J.P. Morgan 2004 - 2007
CIBC World Markets 2001 - 2003
RBC Wealth Management 2000 - 2001
Skills
International Business..., Asset Management, Law Firm, Business Development, Relationship Management, Client Services, Mergers & Acquisitions, Cross-border..., China, Multilingual, Investments, Investment Management, Securities
Education
The University of British Columbia
Bachelor of Arts (B.A.), Economics and International Relations
Liam O'Sullivan Liam O'Sullivan's CIBC World Markets Experience June 2006 - January 2008
Job Partner & Portfolio Manager at RP Investment Advisors
Industry Financial Services
Experience
RP Investment Advisors September 2010 - Present
Northwest Investment Management January 2008 - February 2011
CIBC World Markets June 2006 - January 2008
International Power June 2002 - June 2006
Skills
Portfolio Management, Valuation, Risk Management, Quantitative Analytics, Hedging, Econometrics, Derivatives, Capital Markets, Financial Modeling, Fixed Income, Bloomberg, Trading, Equities, Asset Managment, Financial Structuring
Education
The University of British Columbia 2004 — 2005
MA Econ, Economics
University of Oxford 1997 — 2000
Master of Arts (MA), Politics, Philosophy, Economics
RP Investment Advisors September 2010 - Present
Northwest Investment Management January 2008 - February 2011
CIBC World Markets June 2006 - January 2008
International Power June 2002 - June 2006
Skills
Portfolio Management, Valuation, Risk Management, Quantitative Analytics, Hedging, Econometrics, Derivatives, Capital Markets, Financial Modeling, Fixed Income, Bloomberg, Trading, Equities, Asset Managment, Financial Structuring
Education
The University of British Columbia 2004 — 2005
MA Econ, Economics
University of Oxford 1997 — 2000
Master of Arts (MA), Politics, Philosophy, Economics
James Duffy's CIBC World Markets Experience February 1998 - June 2001
Job Product Manager at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs July 2015 - Present
Markit September 2010 - July 2015
Bay Crest Partners December 2005 - September 2009
Robert G. Pears February 2005 - December 2005
Investec 2001 - 2005
CIBC World Markets February 1998 - June 2001
Harvey, Young, Yurman October 1995 - February 1998
Education
State University of New York Empire State College
B.S., Business Management & Economics with a concentration in Finance
Van Eck Global Market Vectors ETFs July 2015 - Present
Markit September 2010 - July 2015
Bay Crest Partners December 2005 - September 2009
Robert G. Pears February 2005 - December 2005
Investec 2001 - 2005
CIBC World Markets February 1998 - June 2001
Harvey, Young, Yurman October 1995 - February 1998
Education
State University of New York Empire State College
B.S., Business Management & Economics with a concentration in Finance
Chip Parks Chip Parks's CIBC World Markets Experience April 2001 - February 2003
Job HR Manager Recruitment at Croda Inc.
Industry Chemicals
Experience
Croda August 2013 - Present
HSBC May 2009 - August 2013
AIG Retirement Services November 2006 - February 2009
Coach June 2006 - October 2006
UBS Financial Services September 2003 - August 2005
CIBC World Markets April 2001 - February 2003
Datek Online Holdings Corp. August 1999 - April 2001
Skills
Corporate Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Performance Management, Interviews, HRIS, Human Resources, Onboarding, Screening, College Recruiting, Management, Taleo, Temporary Staffing, Career Development, Hiring, Internet Recruiting, Benefits Negotiation, Talent Management, Sourcing, Temporary Placement, Deferred Compensation, Executive Search, Succession Planning, Screening Resumes
Education
The College of New Jersey 1995 — 1999
Bachelor's Degree, Psychology
Croda August 2013 - Present
HSBC May 2009 - August 2013
AIG Retirement Services November 2006 - February 2009
Coach June 2006 - October 2006
UBS Financial Services September 2003 - August 2005
CIBC World Markets April 2001 - February 2003
Datek Online Holdings Corp. August 1999 - April 2001
Skills
Corporate Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Performance Management, Interviews, HRIS, Human Resources, Onboarding, Screening, College Recruiting, Management, Taleo, Temporary Staffing, Career Development, Hiring, Internet Recruiting, Benefits Negotiation, Talent Management, Sourcing, Temporary Placement, Deferred Compensation, Executive Search, Succession Planning, Screening Resumes
Education
The College of New Jersey 1995 — 1999
Bachelor's Degree, Psychology
William Lampard Holmes William Lampard Holmes's CIBC World Markets Experience March 2008 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
Texas Pacific Group February 2010 - Present
Aperio Group, LLC December 2008 - June 2009
Sanford C. Bernstein May 2008 - October 2008
CIBC World Markets March 2008 - May 2008
TWI Group August 2006 - November 2007
Skills
Bloomberg, Salesforce.com, LexisNexis, Capital IQ, Westlaw, CRM software, Research, Sales Support
Education
Syracuse University 2004 — 2006
Bachelor of Arts, Political Science, Journalism
Texas Pacific Group February 2010 - Present
Aperio Group, LLC December 2008 - June 2009
Sanford C. Bernstein May 2008 - October 2008
CIBC World Markets March 2008 - May 2008
TWI Group August 2006 - November 2007
Skills
Bloomberg, Salesforce.com, LexisNexis, Capital IQ, Westlaw, CRM software, Research, Sales Support
Education
Syracuse University 2004 — 2006
Bachelor of Arts, Political Science, Journalism
Thomas McCandless, CFA Thomas McCandless, CFA's CIBC World Markets Experience 1998 - 2001
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
TDM Investment Services 2006 - 2009
Deutsche Bank Securities 2003 - 2005
Keefe, Bruyette & Woods 2001 - 2003
CIBC World Markets 1998 - 2001
NatWest Markets 1996 - 1997
Paine Webber 1993 - 1995
Goldman Sachs 1989 - 1993
Education
University of North Texas 1981 — 1982
MBA, Finance, Economics
Texas Wesleyan University 1978 — 1980
BBA, Management, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
TDM Investment Services 2006 - 2009
Deutsche Bank Securities 2003 - 2005
Keefe, Bruyette & Woods 2001 - 2003
CIBC World Markets 1998 - 2001
NatWest Markets 1996 - 1997
Paine Webber 1993 - 1995
Goldman Sachs 1989 - 1993
Education
University of North Texas 1981 — 1982
MBA, Finance, Economics
Texas Wesleyan University 1978 — 1980
BBA, Management, Economics
Trevor Lwin Trevor Lwin's CIBC World Markets Experience 1996 - 2001
Job CoCEO at TBase Communications Inc.
Industry Information Services
Experience
T-Base Communications Inc. November 2014 - Present
Gestalt Equity Partners November 2012 - Present
Bank of Montreal March 2002 - June 2012
CIBC World Markets 1996 - 2001
Skills
Mergers, Corporate Finance, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Capital Markets, Investments, Investment Banking, Strategy, Corporate Development, Entrepreneurship, Equities, Restructuring, Finance, Portfolio Management, Due Diligence, Management, Venture Capital, Financial Structuring, M&A experience, Business Valuation
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, High Honors
CFA Institute
CFA
Université Stendhal (Grenoble III) 1995 — 1996
French Language Certificate, French Studies
York University - Schulich School of Business 1991 — 1995
BBA, Finance
T-Base Communications Inc. November 2014 - Present
Gestalt Equity Partners November 2012 - Present
Bank of Montreal March 2002 - June 2012
CIBC World Markets 1996 - 2001
Skills
Mergers, Corporate Finance, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Capital Markets, Investments, Investment Banking, Strategy, Corporate Development, Entrepreneurship, Equities, Restructuring, Finance, Portfolio Management, Due Diligence, Management, Venture Capital, Financial Structuring, M&A experience, Business Valuation
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, High Honors
CFA Institute
CFA
Université Stendhal (Grenoble III) 1995 — 1996
French Language Certificate, French Studies
York University - Schulich School of Business 1991 — 1995
BBA, Finance
Ralph Yang's CIBC World Markets Experience July 2010 - August 2010
Job Associate at KKR
Industry Financial Services
Experience
KKR July 2014 - Present
Goldman Sachs July 2012 - July 2014
Vanedge Capital December 2011 - April 2012
University of British Columbia - Portfolio Management Foundation March 2010 - March 2012
CAI Private Equity May 2011 - August 2011
CIBC World Markets July 2010 - August 2010
CIBC World Markets May 2010 - July 2010
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Mergers & Acquisitions, Portfolio Management, Securities, Mutual Funds, Trading, LBO, Leveraged Finance, Financial Modeling, Equity Valuation, Bloomberg, Leadership, Investor Relations, Digital Media, Strategy, Derivatives, Entrepreneurship, Quantitative Analytics, Financial Markets, Investment Management, Business Strategy, Risk Management, Hedge Funds, Accounting, Quantitative Finance, Asset Managment, Data Analysis, Bonds, Research, Business Analysis, M&A experience, Corporate Development, Analysis, Valuation, Financial Accounting, Project Finance, Mergers
Education
The University of British Columbia 2008 — 2012
BComm, Finance, GPA: 4.3/4.33
KKR July 2014 - Present
Goldman Sachs July 2012 - July 2014
Vanedge Capital December 2011 - April 2012
University of British Columbia - Portfolio Management Foundation March 2010 - March 2012
CAI Private Equity May 2011 - August 2011
CIBC World Markets July 2010 - August 2010
CIBC World Markets May 2010 - July 2010
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Mergers & Acquisitions, Portfolio Management, Securities, Mutual Funds, Trading, LBO, Leveraged Finance, Financial Modeling, Equity Valuation, Bloomberg, Leadership, Investor Relations, Digital Media, Strategy, Derivatives, Entrepreneurship, Quantitative Analytics, Financial Markets, Investment Management, Business Strategy, Risk Management, Hedge Funds, Accounting, Quantitative Finance, Asset Managment, Data Analysis, Bonds, Research, Business Analysis, M&A experience, Corporate Development, Analysis, Valuation, Financial Accounting, Project Finance, Mergers
Education
The University of British Columbia 2008 — 2012
BComm, Finance, GPA: 4.3/4.33
Ken Lacroix, ICS Ken Lacroix, ICS's CIBC World Markets Experience December 2004 - November 2005
Job Informatica Technical Specialist at Citizenship and Immigration Canada
Industry Information Technology and Services
Experience
Citizenship and Immigration Canada May 2013 - Present
Canadian Food Inspection Agency January 2012 - March 2013
Canada Border Services Agency June 2011 - December 2011
Canadian Food Inspection Agency May 2010 - May 2011
Department of National Defence September 2009 - April 2010
Department of National Defence May 2007 - August 2009
BDC September 2007 - September 2007
Citizenship and Immigration Canada December 2005 - April 2007
CIBC World Markets December 2004 - November 2005
Informatica August 1999 - November 2004
Skills
Informatica PowerCenter, IBM DataStage, Cognos Data Manager, Oracle SQL, Oracle, Informatica, ETL, Datastage, Cognos, SQL, Data Warehousing, Databases, PL/SQL, Data Modeling, Business Intelligence, Data Integration, Integration, Enterprise Architecture, Data Migration, Data Warehouse
Education
St. Lawrence College 1986 — 1988
Bus. Dip., Information Technology
Citizenship and Immigration Canada May 2013 - Present
Canadian Food Inspection Agency January 2012 - March 2013
Canada Border Services Agency June 2011 - December 2011
Canadian Food Inspection Agency May 2010 - May 2011
Department of National Defence September 2009 - April 2010
Department of National Defence May 2007 - August 2009
BDC September 2007 - September 2007
Citizenship and Immigration Canada December 2005 - April 2007
CIBC World Markets December 2004 - November 2005
Informatica August 1999 - November 2004
Skills
Informatica PowerCenter, IBM DataStage, Cognos Data Manager, Oracle SQL, Oracle, Informatica, ETL, Datastage, Cognos, SQL, Data Warehousing, Databases, PL/SQL, Data Modeling, Business Intelligence, Data Integration, Integration, Enterprise Architecture, Data Migration, Data Warehouse
Education
St. Lawrence College 1986 — 1988
Bus. Dip., Information Technology
David Hung, CFA David Hung, CFA's CIBC World Markets Experience April 2010 - March 2014
Job Quantitative Analysis & Risk Modeling I Derivative & Structured Products Expert
Industry Capital Markets
Experience
RBC Capital Markets March 2014 - Present
CIBC World Markets April 2010 - March 2014
CIBC Investor Services Inc. November 2008 - April 2010
RBC Royal Bank May 2007 - June 2008
Skills
Derivatives, Equities, Capital Markets, Microsoft Excel, Economics, Bloomberg, VBA, Fixed Income, Financial Risk, Portfolio Management, Equity Derivatives, Investments, Banking, Trading
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master's Degree, Finance (MFin)
The University of British Columbia 2003 — 2007
Bachelor's Degree, Economics and Commerce
RBC Capital Markets March 2014 - Present
CIBC World Markets April 2010 - March 2014
CIBC Investor Services Inc. November 2008 - April 2010
RBC Royal Bank May 2007 - June 2008
Skills
Derivatives, Equities, Capital Markets, Microsoft Excel, Economics, Bloomberg, VBA, Fixed Income, Financial Risk, Portfolio Management, Equity Derivatives, Investments, Banking, Trading
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master's Degree, Finance (MFin)
The University of British Columbia 2003 — 2007
Bachelor's Degree, Economics and Commerce
Neal Goldstein's CIBC World Markets Experience June 1999 - September 2008
Job Senior Vice President Global Head of Virtual User Computing at AIG
Industry Information Technology and Services
Experience
AIG December 2014 - Present
AIG March 2014 - December 2014
Liquidnet February 2011 - November 2013
Liquidnet October 2008 - March 2011
CIBC World Markets June 1999 - September 2008
CIBC Wood Gundy 1996 - June 1999
Reuters 1994 - 1996
Skills
Data Center, Market Data, Electronic Trading, Trading Systems, Equities, Fixed Income, IT Strategy, Leadership, Strategy, Software Development, Risk Management, Outsourcing, Management, Integration, ITIL, Financial Services, Exchange Connectivity, Equity Trading, Enterprise Software, Financial Markets, IT Management, IT Risk Management, Strategic Planning, Vendor Management
Education
London School of Economics and Political Science 1993 — 1994
Masters of Science, International Economics
Trent University 1989 — 1993
Honours Bachelor of Arts, Economics and Political Science
AIG December 2014 - Present
AIG March 2014 - December 2014
Liquidnet February 2011 - November 2013
Liquidnet October 2008 - March 2011
CIBC World Markets June 1999 - September 2008
CIBC Wood Gundy 1996 - June 1999
Reuters 1994 - 1996
Skills
Data Center, Market Data, Electronic Trading, Trading Systems, Equities, Fixed Income, IT Strategy, Leadership, Strategy, Software Development, Risk Management, Outsourcing, Management, Integration, ITIL, Financial Services, Exchange Connectivity, Equity Trading, Enterprise Software, Financial Markets, IT Management, IT Risk Management, Strategic Planning, Vendor Management
Education
London School of Economics and Political Science 1993 — 1994
Masters of Science, International Economics
Trent University 1989 — 1993
Honours Bachelor of Arts, Economics and Political Science
Canwen Diao's CIBC World Markets Experience August 2014 - December 2014
Job Financial Analyst
Industry Investment Management
Experience
J.C. Golden Investment Management Inc. May 2015 - Present
National Finance Students Association (NFSA) December 2014 - April 2015
CIBC World Markets August 2014 - December 2014
CIBC World Markets January 2014 - April 2014
Universidad Panamericana July 2013 - September 2013
Shenzhen Development Bank May 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Time Management, Teamwork, Thompson One, Research, R, SAS, Gretl, Outlook, Audacity, Microsoft Office, Market Research, Data Analysis, Analysis
Education
York University 2010 — 2015
Bachelor of Administrative Studies, Specialized Honors Finance, GPA 7.96/9.00 - 88%
The Chinese University of Hong Kong 2012 — 2012
Academic Exchange Student, Accounting and Finance
J.C. Golden Investment Management Inc. May 2015 - Present
National Finance Students Association (NFSA) December 2014 - April 2015
CIBC World Markets August 2014 - December 2014
CIBC World Markets January 2014 - April 2014
Universidad Panamericana July 2013 - September 2013
Shenzhen Development Bank May 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Time Management, Teamwork, Thompson One, Research, R, SAS, Gretl, Outlook, Audacity, Microsoft Office, Market Research, Data Analysis, Analysis
Education
York University 2010 — 2015
Bachelor of Administrative Studies, Specialized Honors Finance, GPA 7.96/9.00 - 88%
The Chinese University of Hong Kong 2012 — 2012
Academic Exchange Student, Accounting and Finance
Roderick Rivera Roderick Rivera's CIBC World Markets Experience 2001 - 2006
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2014 - Present
RBS Citizens Financial Group 2010 - 2014
Dresner Partners 2008 - 2010
Jefferies & Company 2006 - 2008
CIBC World Markets 2001 - 2006
Credit Suisse First Boston 1996 - 2001
Citi 1990 - 1996
United States Navy 1980 - 1988
Skills
Healthcare, Leveraged Finance, Investment Banking, Private Equity, Series 63, Series 24, series 79, Series 7, Capital Markets, Corporate Development, FINRA, Finance, Investments, Equities, Mergers & Acquisitions, Corporate Finance, Mergers, Valuation, Venture Capital
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
University of Southern California 1985 — 1987
MS, Systems Management
United States Naval Academy
BS, Chemistry
Headwaters MB 2014 - Present
RBS Citizens Financial Group 2010 - 2014
Dresner Partners 2008 - 2010
Jefferies & Company 2006 - 2008
CIBC World Markets 2001 - 2006
Credit Suisse First Boston 1996 - 2001
Citi 1990 - 1996
United States Navy 1980 - 1988
Skills
Healthcare, Leveraged Finance, Investment Banking, Private Equity, Series 63, Series 24, series 79, Series 7, Capital Markets, Corporate Development, FINRA, Finance, Investments, Equities, Mergers & Acquisitions, Corporate Finance, Mergers, Valuation, Venture Capital
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
University of Southern California 1985 — 1987
MS, Systems Management
United States Naval Academy
BS, Chemistry
Alex Teplish's CIBC World Markets Experience August 2001 - January 2004
Job Digital Director
Industry Information Technology and Services
Experience
The CDM Group May 2015 - Present
Infusion February 2014 - Present
Browser Based Solutions March 2009 - January 2014
White & Case January 2004 - March 2009
CIBC World Markets August 2001 - January 2004
Advanced Web Technology September 1997 - August 2001
About.com 1999 - 2000
Skills
Digital Marketing, Mobile Applications, Digital Strategy, Project Management, Interactive Marketing, Digital Media, Business Strategy, Technology Planning, Digital Direction, Product Development, Online Marketing, Content Strategy, Mobile Technology, Mobile Marketing, Creative Direction, E-commerce, SEO, Web Design, Mobile Devices, Web Development, Lead Generation, Mobile Internet, Logo Design, User Experience, Business Analysis, Web Project Management, Online Advertising, Web Analytics, Graphic Design, Google Analytics, Software Development, Databases, Information Architecture, Software Project..., User Interface Design, Microsoft SQL Server, Team Management, Guerrilla Marketing, Outdoor Advertising, System Architecture, .NET, Video Production, Creative Services, IT Solutions, Flash, Animation, Branding, Mobile Application..., Database Development, SQL Server
Education
State University of New York at Stony Brook 1994 — 1998
Bachelor of Science (B.S.), Business Management and Marketing
The CDM Group May 2015 - Present
Infusion February 2014 - Present
Browser Based Solutions March 2009 - January 2014
White & Case January 2004 - March 2009
CIBC World Markets August 2001 - January 2004
Advanced Web Technology September 1997 - August 2001
About.com 1999 - 2000
Skills
Digital Marketing, Mobile Applications, Digital Strategy, Project Management, Interactive Marketing, Digital Media, Business Strategy, Technology Planning, Digital Direction, Product Development, Online Marketing, Content Strategy, Mobile Technology, Mobile Marketing, Creative Direction, E-commerce, SEO, Web Design, Mobile Devices, Web Development, Lead Generation, Mobile Internet, Logo Design, User Experience, Business Analysis, Web Project Management, Online Advertising, Web Analytics, Graphic Design, Google Analytics, Software Development, Databases, Information Architecture, Software Project..., User Interface Design, Microsoft SQL Server, Team Management, Guerrilla Marketing, Outdoor Advertising, System Architecture, .NET, Video Production, Creative Services, IT Solutions, Flash, Animation, Branding, Mobile Application..., Database Development, SQL Server
Education
State University of New York at Stony Brook 1994 — 1998
Bachelor of Science (B.S.), Business Management and Marketing
Kyle Yee-Yoshida's CIBC World Markets Experience August 2015 - Present
Job Analyst at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets August 2015 - Present
UBC Portfolio Management Foundation January 2013 - April 2015
CPP Investment Board April 2014 - August 2014
PCJ Investment Counsel (Affiliate of Connor, Clark & Lunn Financial Group) May 2013 - August 2013
UBC Commerce Undergraduate Society March 2012 - March 2013
UBC Commerce Undergraduate Society September 2012 - December 2012
Skills
Teamwork, Valuation, Equity Research, Capital Markets, Bloomberg, Team Leadership, Time Management, Critical Thinking, Communication, Microsoft Excel, Non-profit Volunteer, Entrepreneurship, Recruiting, Customer Service, PowerPoint, Negotiation, Marketing Strategy, Microsoft Word
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (B.Com.), Finance
Bloomberg Online Training Program
Canadian Securities Course
CIBC World Markets August 2015 - Present
UBC Portfolio Management Foundation January 2013 - April 2015
CPP Investment Board April 2014 - August 2014
PCJ Investment Counsel (Affiliate of Connor, Clark & Lunn Financial Group) May 2013 - August 2013
UBC Commerce Undergraduate Society March 2012 - March 2013
UBC Commerce Undergraduate Society September 2012 - December 2012
Skills
Teamwork, Valuation, Equity Research, Capital Markets, Bloomberg, Team Leadership, Time Management, Critical Thinking, Communication, Microsoft Excel, Non-profit Volunteer, Entrepreneurship, Recruiting, Customer Service, PowerPoint, Negotiation, Marketing Strategy, Microsoft Word
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (B.Com.), Finance
Bloomberg Online Training Program
Canadian Securities Course
Cindy Hu Cindy Hu's CIBC World Markets Experience May 2012 - August 2012
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
Tutoring-Aid Society October 2014 - Present
RBC Dominion Securities August 2014 - Present
Portfolio Management Foundation January 2012 - March 2014
bcIMC May 2013 - August 2013
CIBC World Markets May 2012 - August 2012
TD Bank Group April 2011 - February 2012
AIESEC UBC 2010 - 2010
Canada Wide Media March 2009 - April 2009
Skills
Bloomberg, Capital IQ, Valuation, Finance, Equity Research, Teamwork, Capital Markets, Financial Analysis, Bonds, Portfolio Management, Customer Service, Time Management, Fixed Income, Event Management, Investments, Financial Modeling, Economics, Analysis, Customer Satisfaction, Investment Strategies, Marketing, Equities, Quantitative Analytics
Education
Sauder School of Business 2010 — 2014
Bachelor of Commerce, Finance
The University of British Columbia 2010 — 2014
Undergraduate, Finance, General
Tutoring-Aid Society October 2014 - Present
RBC Dominion Securities August 2014 - Present
Portfolio Management Foundation January 2012 - March 2014
bcIMC May 2013 - August 2013
CIBC World Markets May 2012 - August 2012
TD Bank Group April 2011 - February 2012
AIESEC UBC 2010 - 2010
Canada Wide Media March 2009 - April 2009
Skills
Bloomberg, Capital IQ, Valuation, Finance, Equity Research, Teamwork, Capital Markets, Financial Analysis, Bonds, Portfolio Management, Customer Service, Time Management, Fixed Income, Event Management, Investments, Financial Modeling, Economics, Analysis, Customer Satisfaction, Investment Strategies, Marketing, Equities, Quantitative Analytics
Education
Sauder School of Business 2010 — 2014
Bachelor of Commerce, Finance
The University of British Columbia 2010 — 2014
Undergraduate, Finance, General
Deborah O'Dea Deborah O'Dea's CIBC World Markets Experience August 1998 - May 2000
Job Office Manager at Forum Capital Partners
Industry Financial Services
Experience
Forum Capital Partners November 2004 - Present
Bank of Montreal (Halyard) May 2000 - October 2004
CIBC World Markets August 1998 - May 2000
Cowen and Company August 1995 - February 1998
Credit Suisse 1986 - 1993
Paradyne 1984 - 1985
Skills
Office Management, Accounts Payable, Spreadsheets, Outlook, Accounts Receivable, Payroll, Accounting, Account Reconciliation, Expenses, Office Administration, Bank Reconciliation, Customer Service, Management
Education
Suffolk County Community College
Forum Capital Partners November 2004 - Present
Bank of Montreal (Halyard) May 2000 - October 2004
CIBC World Markets August 1998 - May 2000
Cowen and Company August 1995 - February 1998
Credit Suisse 1986 - 1993
Paradyne 1984 - 1985
Skills
Office Management, Accounts Payable, Spreadsheets, Outlook, Accounts Receivable, Payroll, Accounting, Account Reconciliation, Expenses, Office Administration, Bank Reconciliation, Customer Service, Management
Education
Suffolk County Community College
Mario Ramos, CPA, CA Mario Ramos, CPA, CA's CIBC World Markets Experience January 2004 - December 2004
Job Finance Professional
Industry Management Consulting
Experience
TSO Logic July 2015 - Present
PwC July 2013 - July 2015
PwC Canada July 2010 - June 2013
PricewaterhouseCoopers September 2006 - June 2010
CIBC World Markets January 2004 - December 2004
Skills
Strategic Thinker, Strong Communicator, Project Management, Financial Analysis, Business Process..., Management Consulting, Business Transformation, Strategic Planning, Consulting, Financial Modeling, Auditing, Accounting, Financial Reporting, Business Intelligence, Financial Services, Stakeholder Management, Performance Improvement, Business Process, ERP, Banking, Management, Finance, Internal Controls, US GAAP, Strategic Thinking
Education
The University of British Columbia 2010 — 2012
Award of Achievement, Sustainability Management
University of Victoria 2001 — 2006
Bachelor of Commerce, Management
TSO Logic July 2015 - Present
PwC July 2013 - July 2015
PwC Canada July 2010 - June 2013
PricewaterhouseCoopers September 2006 - June 2010
CIBC World Markets January 2004 - December 2004
Skills
Strategic Thinker, Strong Communicator, Project Management, Financial Analysis, Business Process..., Management Consulting, Business Transformation, Strategic Planning, Consulting, Financial Modeling, Auditing, Accounting, Financial Reporting, Business Intelligence, Financial Services, Stakeholder Management, Performance Improvement, Business Process, ERP, Banking, Management, Finance, Internal Controls, US GAAP, Strategic Thinking
Education
The University of British Columbia 2010 — 2012
Award of Achievement, Sustainability Management
University of Victoria 2001 — 2006
Bachelor of Commerce, Management
Eda Ho, CFA Eda Ho, CFA's CIBC World Markets Experience 1997 - 1998
Job Business and Investment Strategist, Owner of ThoughtPro
Industry Management Consulting
Experience
ThoughtPro 2006 - Present
Toronto Choose Yourself Group February 2015 - Present
. 2006 - Present
UN Women National Committee Canada, United Nations 2014 - 2015
IBM Business Consulting Services 2002 - 2006
PricewaterhouseCoopers 1999 - 2002
PricewaterhouseCoopers 1998 - 1999
CIBC World Markets 1997 - 1998
The Stock Exchange of Hong Kong 1995 - 1996
Education
CFA Institute 1999 — 2002
Chartered Financial Analyst (CFA)
The University of Hong Kong
BSc (Hons), Computer Science
OREA
Licensed Realtor
ThoughtPro 2006 - Present
Toronto Choose Yourself Group February 2015 - Present
. 2006 - Present
UN Women National Committee Canada, United Nations 2014 - 2015
IBM Business Consulting Services 2002 - 2006
PricewaterhouseCoopers 1999 - 2002
PricewaterhouseCoopers 1998 - 1999
CIBC World Markets 1997 - 1998
The Stock Exchange of Hong Kong 1995 - 1996
Education
CFA Institute 1999 — 2002
Chartered Financial Analyst (CFA)
The University of Hong Kong
BSc (Hons), Computer Science
OREA
Licensed Realtor
Jayden Jiang's CIBC World Markets Experience May 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2012 - Present
UBC Portfolio Management Foundation January 2011 - Present
CIBC World Markets May 2011 - August 2011
Global Securities June 2010 - August 2010
Skills
Bloomberg, Equities, Portfolio Management, Quantitative Analytics, Due Diligence, Economics, Mergers, Bloomberg Terminal, Equity Research, Private Equity, Capital Markets, Capital IQ, Financial Analysis, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Investments
Education
The University of British Columbia 2009 — 2013
Finance
UBC Finance Club 2009 — 2011
VP Finance & Director of Western Canadian Stock Competition
Goldman Sachs May 2012 - Present
UBC Portfolio Management Foundation January 2011 - Present
CIBC World Markets May 2011 - August 2011
Global Securities June 2010 - August 2010
Skills
Bloomberg, Equities, Portfolio Management, Quantitative Analytics, Due Diligence, Economics, Mergers, Bloomberg Terminal, Equity Research, Private Equity, Capital Markets, Capital IQ, Financial Analysis, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Investments
Education
The University of British Columbia 2009 — 2013
Finance
UBC Finance Club 2009 — 2011
VP Finance & Director of Western Canadian Stock Competition
Vincent Alongi's CIBC World Markets Experience March 2000 - February 2001
Job Global Consumer FP&A at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
BNP Paribas June 2014 - June 2015
The Depository Trust & Clearing Corporation March 2014 - June 2014
PineBridge Investments June 2013 - January 2014
MetLife October 2009 - June 2013
Credit Suisse February 2008 - December 2008
Morgan Stanley April 2006 - January 2008
Formerly Dresdner Kleinwort April 2001 - March 2006
CIBC World Markets March 2000 - February 2001
Merrill Lynch September 1998 - March 2000
Skills
Financial Analysis, Process Improvement, Forecasting, Budgeting, Cost Reduction, Financial Planning and..., Capitalization, WIP, Amortization, Change Management, Business Process..., Financial Risk, Management, Vendor Management, Budgets, Financial Reporting, Managerial Finance, Mergers, Outsourcing, Equities, Business Analysis, Risk Management, Strategy, Internal Controls, Finance, Analysis, Capital Markets, Accounting, Sarbanes-Oxley Act, Business Planning, Auditing, Investment Banking, Financial Modeling, Negotiation, Business Strategy, Variance Analysis, Project Management, Mergers, Banking, Financial Services
Education
University at Buffalo 1993 — 1995
Bachelor of Arts, Economics
Suffolk County Community College 1990 — 1993
AAS, Accounting
AIG June 2015 - Present
BNP Paribas June 2014 - June 2015
The Depository Trust & Clearing Corporation March 2014 - June 2014
PineBridge Investments June 2013 - January 2014
MetLife October 2009 - June 2013
Credit Suisse February 2008 - December 2008
Morgan Stanley April 2006 - January 2008
Formerly Dresdner Kleinwort April 2001 - March 2006
CIBC World Markets March 2000 - February 2001
Merrill Lynch September 1998 - March 2000
Skills
Financial Analysis, Process Improvement, Forecasting, Budgeting, Cost Reduction, Financial Planning and..., Capitalization, WIP, Amortization, Change Management, Business Process..., Financial Risk, Management, Vendor Management, Budgets, Financial Reporting, Managerial Finance, Mergers, Outsourcing, Equities, Business Analysis, Risk Management, Strategy, Internal Controls, Finance, Analysis, Capital Markets, Accounting, Sarbanes-Oxley Act, Business Planning, Auditing, Investment Banking, Financial Modeling, Negotiation, Business Strategy, Variance Analysis, Project Management, Mergers, Banking, Financial Services
Education
University at Buffalo 1993 — 1995
Bachelor of Arts, Economics
Suffolk County Community College 1990 — 1993
AAS, Accounting
Ashkan Mohammadian, CFA's CIBC World Markets Experience 2008 - 2011
Job Manager, Business Development at Gateway Casinos and Entertainment Limited
Industry Investment Banking
Experience
Gateway Casinos and Entertainment Limited September 2012 - June 2014
Gateway Casinos and Entertainment Limited April 2012 - August 2012
CIBC World Markets 2008 - 2011
CIBC World Markets 2007 - 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Bloomberg, Equity Research, DCF, Capital Markets, Equities, Mergers, Capital IQ, Private Equity, Business Valuation, LBO
Education
CFA Institute 2009 — 2012
Charter Holder
The University of British Columbia 2003 — 2008
Bachelor of Commerce (BCom), Finance
Gateway Casinos and Entertainment Limited September 2012 - June 2014
Gateway Casinos and Entertainment Limited April 2012 - August 2012
CIBC World Markets 2008 - 2011
CIBC World Markets 2007 - 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Bloomberg, Equity Research, DCF, Capital Markets, Equities, Mergers, Capital IQ, Private Equity, Business Valuation, LBO
Education
CFA Institute 2009 — 2012
Charter Holder
The University of British Columbia 2003 — 2008
Bachelor of Commerce (BCom), Finance
Heather Tatroff's CIBC World Markets Experience February 2007 - July 2009
Job Chief of Staff at Chegg Inc.
Industry Internet
Experience
Chegg Inc. May 2015 - Present
Chegg Inc. May 2014 - May 2015
J.P. Morgan August 2013 - April 2014
J.P. Morgan July 2011 - April 2014
J.P. Morgan 2010 - 2010
CIBC World Markets February 2007 - July 2009
Standard & Poor's 2006 - 2007
Ken Fowler Enterprises 2005 - 2006
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Entrepreneurship, Financial Analysis, Competitive Analysis, Investment Banking, Private Equity, Running, LBO, Venture Capital, Equity Research, Capital Markets, Investments, Strategy, Corporate Development, Strategic Partnerships, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance
Brock University 2002 — 2006
HBA, Business
Chegg Inc. May 2015 - Present
Chegg Inc. May 2014 - May 2015
J.P. Morgan August 2013 - April 2014
J.P. Morgan July 2011 - April 2014
J.P. Morgan 2010 - 2010
CIBC World Markets February 2007 - July 2009
Standard & Poor's 2006 - 2007
Ken Fowler Enterprises 2005 - 2006
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Entrepreneurship, Financial Analysis, Competitive Analysis, Investment Banking, Private Equity, Running, LBO, Venture Capital, Equity Research, Capital Markets, Investments, Strategy, Corporate Development, Strategic Partnerships, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance
Brock University 2002 — 2006
HBA, Business
John Ventre John Ventre's CIBC World Markets Experience April 2005 - September 2005
Job Global Client Services at Mixit Inc.
Industry Financial Services
Experience
Mixit Inc. July 2009 - Present
Fidelity Investments February 2007 - February 2009
CIBC World Markets April 2005 - September 2005
TD Waterhouse April 2000 - April 2005
Skills
Order Management, Electronic Trading, Equities, Options, FIX, Direct Market Access, Back Office, Middle Office, Clearing, Execution Management..., Salesforce.com, Market Data, Trading, Series 7, Trading Systems, Derivatives, Series 63, Exchange Connectivity, Securities, Financial Services, Equity Trading, Financial Markets, FINRA, Equity Derivatives, Series 24, Hedge Funds, FX Options, Prime Brokerage, Capital Markets, Fixed Income, Client Relations Skills, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
St Peters Boys HS
Mixit Inc. July 2009 - Present
Fidelity Investments February 2007 - February 2009
CIBC World Markets April 2005 - September 2005
TD Waterhouse April 2000 - April 2005
Skills
Order Management, Electronic Trading, Equities, Options, FIX, Direct Market Access, Back Office, Middle Office, Clearing, Execution Management..., Salesforce.com, Market Data, Trading, Series 7, Trading Systems, Derivatives, Series 63, Exchange Connectivity, Securities, Financial Services, Equity Trading, Financial Markets, FINRA, Equity Derivatives, Series 24, Hedge Funds, FX Options, Prime Brokerage, Capital Markets, Fixed Income, Client Relations Skills, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
St Peters Boys HS
William Hare William Hare's CIBC World Markets Experience 1989 - 1997
Job Managing Director at Cascade Capital Management
Industry Financial Services
Experience
Cascade Capital Management 2008 - Present
CIBC World Markets 1989 - 1997
Citicorp 1985 - 1989
Education
Stanford University 1980 — 1984
BA, Modern Thought & Literature
Phillips Academy - Andover 1976 — 1979
Cascade Capital Management 2008 - Present
CIBC World Markets 1989 - 1997
Citicorp 1985 - 1989
Education
Stanford University 1980 — 1984
BA, Modern Thought & Literature
Phillips Academy - Andover 1976 — 1979
Jason Helfstein Jason Helfstein's CIBC World Markets Experience January 2002 - January 2008
Job Internet Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. January 2008 - Present
CIBC World Markets January 2002 - January 2008
Citi Group February 2000 - October 2001
Skills
Series 7, Equity Research, Industry Analysis, Equities, Hedge Funds, Internet Research, Private Companies, Investments, Competitive Analysis, Online Research, Private Equity, Capital Markets, Investor Relations, Bloomberg, Mergers & Acquisitions, Financial Modeling, Valuation, Asset Management, Corporate Finance, Alternative Investments, Venture Capital
Education
Syracuse University 1993 — 1997
BA, Finance/TV-Film Production
Oppenheimer & Co. January 2008 - Present
CIBC World Markets January 2002 - January 2008
Citi Group February 2000 - October 2001
Skills
Series 7, Equity Research, Industry Analysis, Equities, Hedge Funds, Internet Research, Private Companies, Investments, Competitive Analysis, Online Research, Private Equity, Capital Markets, Investor Relations, Bloomberg, Mergers & Acquisitions, Financial Modeling, Valuation, Asset Management, Corporate Finance, Alternative Investments, Venture Capital
Education
Syracuse University 1993 — 1997
BA, Finance/TV-Film Production
Hassana Holden Hassana Holden's CIBC World Markets Experience 1999 - 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
CIBC World Markets 1999 - 2001
Scudder Kemper Investments 1995 - 1999
Brown Brothers Harriman 1994 - 1995
UPS 1992 - 1994
Education
The College of New Jersey 1987 — 1992
B.S.
CIBC World Markets 1999 - 2001
Scudder Kemper Investments 1995 - 1999
Brown Brothers Harriman 1994 - 1995
UPS 1992 - 1994
Education
The College of New Jersey 1987 — 1992
B.S.
Goran Peric Goran Peric's CIBC World Markets Experience March 2006 - July 2008
Job Head of Market Risk Analytics at AIG investments
Industry Investment Banking
Experience
AIG Investments April 2014 - March 2015
Wells Fargo Securities October 2009 - April 2014
Wells Fargo Securities July 2008 - July 2009
CIBC World Markets March 2006 - July 2008
Director March 2005 - February 2006
CIBC World Markets, Market Risk Management July 2004 - February 2005
NUMERIX LLC December 2002 - June 2004
ALGORITHMICS INC April 1999 - December 2002
Skills
Market Risk, Derivatives, Capital Markets, Equities, Financial Modeling, Counterparty Risk, Financial Risk, Credit Risk, Valuation, Fixed Income, Monte Carlo Simulation, Commodity, Hedging, Investment Banking, Quantitative Finance, Trading
Education
The Ohio State University 1987 — 1991
Ph.D, Mathematics
University of Zagreb 1981 — 1985
B. Sc, Mathematics
AIG Investments April 2014 - March 2015
Wells Fargo Securities October 2009 - April 2014
Wells Fargo Securities July 2008 - July 2009
CIBC World Markets March 2006 - July 2008
Director March 2005 - February 2006
CIBC World Markets, Market Risk Management July 2004 - February 2005
NUMERIX LLC December 2002 - June 2004
ALGORITHMICS INC April 1999 - December 2002
Skills
Market Risk, Derivatives, Capital Markets, Equities, Financial Modeling, Counterparty Risk, Financial Risk, Credit Risk, Valuation, Fixed Income, Monte Carlo Simulation, Commodity, Hedging, Investment Banking, Quantitative Finance, Trading
Education
The Ohio State University 1987 — 1991
Ph.D, Mathematics
University of Zagreb 1981 — 1985
B. Sc, Mathematics
Rashed Ahmed Rashed Ahmed's CIBC World Markets Experience February 2005 - April 2008
Job Assistant Vice President at Hartford Investment Management Company (HIMCO)
Industry Investment Management
Experience
Hartford Investment Management May 2008 - Present
CIBC World Markets February 2005 - April 2008
CIBC World Markets December 2000 - February 2005
Skills
Fixed Income, Market Risk, Derivatives, Equities, Business Analysis, FX Options, Risk Management, Portfolio Management, Options, Investments, Trading, Financial Analysis, Finance, Financial Risk, Valuation
Education
Suffolk University - Sawyer School of Management
MS
IBA, Dhaka University
MBA
Dhaka University
BSS/MSS
Hartford Investment Management May 2008 - Present
CIBC World Markets February 2005 - April 2008
CIBC World Markets December 2000 - February 2005
Skills
Fixed Income, Market Risk, Derivatives, Equities, Business Analysis, FX Options, Risk Management, Portfolio Management, Options, Investments, Trading, Financial Analysis, Finance, Financial Risk, Valuation
Education
Suffolk University - Sawyer School of Management
MS
IBA, Dhaka University
MBA
Dhaka University
BSS/MSS
Paul Bailes Paul Bailes's CIBC World Markets Experience May 1996 - June 2000
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Calypso Capital Management May 2005 - September 2014
Instinet Incorporated June 2000 - May 2005
CIBC World Markets May 1996 - June 2000
Skills
Hedge Funds, Bloomberg Terminal, FX Hedging, Equities, Alternative Investments, Equity Derivatives, Beauchamp, Operations Management, International..., Middle Office, Back Office, Buy-side, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Aexeo, Euroclear, Bloomberg, Options, Trading, Derivatives, Fixed Income, Mutual Funds, Trading Systems, Investments, Settlement
Education
Stony Brook University
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan October 2014 - Present
Calypso Capital Management May 2005 - September 2014
Instinet Incorporated June 2000 - May 2005
CIBC World Markets May 1996 - June 2000
Skills
Hedge Funds, Bloomberg Terminal, FX Hedging, Equities, Alternative Investments, Equity Derivatives, Beauchamp, Operations Management, International..., Middle Office, Back Office, Buy-side, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Aexeo, Euroclear, Bloomberg, Options, Trading, Derivatives, Fixed Income, Mutual Funds, Trading Systems, Investments, Settlement
Education
Stony Brook University
Bachelor of Science (BS), Business Administration and Management, General
Geoffrey Gribling Geoffrey Gribling's CIBC World Markets Experience June 2002 - August 2002
Job Senior Analyst at Caspian Capital LP
Industry Investment Management
Experience
Caspian Capital LP February 2007 - Present
Goldman Sachs September 2004 - February 2007
Connor, Clark & Lunn Financial Group June 2003 - August 2003
CIBC World Markets June 2002 - August 2002
Skills
Distressed Debt, Debt Restructuring, High Yield Bonds, High Yield, Special Situations..., Fixed Income Analysis, Fixed Income, Microsoft Excel, Bloomberg, Capital IQ, Value Investing, Principal Investing, Financial Analysis, Financial Statement..., Financial Modeling, Fundamental Analysis
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance, General
Caspian Capital LP February 2007 - Present
Goldman Sachs September 2004 - February 2007
Connor, Clark & Lunn Financial Group June 2003 - August 2003
CIBC World Markets June 2002 - August 2002
Skills
Distressed Debt, Debt Restructuring, High Yield Bonds, High Yield, Special Situations..., Fixed Income Analysis, Fixed Income, Microsoft Excel, Bloomberg, Capital IQ, Value Investing, Principal Investing, Financial Analysis, Financial Statement..., Financial Modeling, Fundamental Analysis
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance, General
Jeff Carberry's CIBC World Markets Experience June 2007 - July 2008
Job Vice President, Finance at Stamps.com
Industry Internet
Experience
Stamps.com April 2014 - Present
Stamps.com April 2011 - April 2014
Stamps.com July 2008 - April 2011
CIBC World Markets June 2007 - July 2008
RBC Capital Markets July 2005 - June 2007
Ernst & Young LLP October 1997 - September 2003
Skills
Financial Modeling, Mergers & Acquisitions, Equities, Valuation, Accounting, Private Equity, Investor Relations, Leveraged Finance, Strategy, Corporate Finance, Finance, Financial Analysis, Management, Internet / e-Commerce, M&A, Venture Capital, Financial Services, Due Diligence, Analysis, Mergers, Financial Planning, Treasury, Investment Banking, Capital Markets
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Stamps.com April 2014 - Present
Stamps.com April 2011 - April 2014
Stamps.com July 2008 - April 2011
CIBC World Markets June 2007 - July 2008
RBC Capital Markets July 2005 - June 2007
Ernst & Young LLP October 1997 - September 2003
Skills
Financial Modeling, Mergers & Acquisitions, Equities, Valuation, Accounting, Private Equity, Investor Relations, Leveraged Finance, Strategy, Corporate Finance, Finance, Financial Analysis, Management, Internet / e-Commerce, M&A, Venture Capital, Financial Services, Due Diligence, Analysis, Mergers, Financial Planning, Treasury, Investment Banking, Capital Markets
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
David Popowich's CIBC World Markets Experience September 2014 - Present
Job Director, Institutional Equity Research at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets September 2014 - Present
Macquarie Securities September 2009 - August 2014
Tristone Capital February 2006 - August 2009
Penn West Petroleum May 2001 - November 2002
Education
University of Victoria 2004 — 2006
MBA
The University of British Columbia 1996 — 2001
B.Sc
CIBC World Markets September 2014 - Present
Macquarie Securities September 2009 - August 2014
Tristone Capital February 2006 - August 2009
Penn West Petroleum May 2001 - November 2002
Education
University of Victoria 2004 — 2006
MBA
The University of British Columbia 1996 — 2001
B.Sc
Bill Schrauff's CIBC World Markets Experience 1994 - 1998
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank America Merrill Lynch March 2011 - Present
BBVA Compass December 2003 - March 2011
Fleet Bank December 2002 - December 2003
Comerica February 2002 - December 2002
Merrill Lynch June 1999 - February 2002
CIBC World Markets 1994 - 1998
Comerica Bank 1992 - 1994
Skills
Asset Based Lending, Commercial Lending, Middle Market, Commercial Banking, Mergers, Loans, Banking, Credit Analysis, Portfolio Management, Credit, Small Business Lending, Finance, Financial Analysis, Financial Structuring, Lines Of Credit, Loan Origination, Private Equity
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance
Stephen F. Austin State University 1982 — 1986
BBA, Finance
Bank America Merrill Lynch March 2011 - Present
BBVA Compass December 2003 - March 2011
Fleet Bank December 2002 - December 2003
Comerica February 2002 - December 2002
Merrill Lynch June 1999 - February 2002
CIBC World Markets 1994 - 1998
Comerica Bank 1992 - 1994
Skills
Asset Based Lending, Commercial Lending, Middle Market, Commercial Banking, Mergers, Loans, Banking, Credit Analysis, Portfolio Management, Credit, Small Business Lending, Finance, Financial Analysis, Financial Structuring, Lines Of Credit, Loan Origination, Private Equity
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance
Stephen F. Austin State University 1982 — 1986
BBA, Finance
Martine DiMartino's CIBC World Markets Experience February 2000 - March 2004
Job Financial Services Compliance Professional
Industry Financial Services
Experience
CRT Capital Group April 2012 - Present
Société Générale Corporate and Investment Banking April 2010 - December 2011
Divine Capital Markets LLC August 2009 - 2010
Deutsche Bank Securities April 2004 - January 2009
Deutsche Bank Securities 2007 - 2009
CIBC World Markets February 2000 - March 2004
Royal Alliance Associates INC 1998 - 1999
Skills
Project Management, Financial Risk, Risk Management, Management, Policy, Credit, Financial Services, Training, Capital Markets, Securities, AML
Education
Stony Brook University 1991 — 1995
CRT Capital Group April 2012 - Present
Société Générale Corporate and Investment Banking April 2010 - December 2011
Divine Capital Markets LLC August 2009 - 2010
Deutsche Bank Securities April 2004 - January 2009
Deutsche Bank Securities 2007 - 2009
CIBC World Markets February 2000 - March 2004
Royal Alliance Associates INC 1998 - 1999
Skills
Project Management, Financial Risk, Risk Management, Management, Policy, Credit, Financial Services, Training, Capital Markets, Securities, AML
Education
Stony Brook University 1991 — 1995
Patrice Daniels's CIBC World Markets Experience March 1997 - October 2001
Job Managing Director at Blue Sky Advisors, Inc.
Industry Financial Services
Experience
Blue Sky Advisors, Inc. January 2007 - Present
Cenveo, Inc. September 2005 - Present
CB Richard Ellis, Inc. May 2004 - Present
WJ Communications July 2006 - May 2008
GE Commercial Finance June 2006 - June 2007
Onyx Capital Ventures March 2001 - June 2005
World Color, Inc. March 1999 - May 2003
CIBC World Markets March 1997 - October 2001
Bankers Trust July 1987 - July 1997
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of California, Berkeley, Haas School of Business 1978 — 1982
Blue Sky Advisors, Inc. January 2007 - Present
Cenveo, Inc. September 2005 - Present
CB Richard Ellis, Inc. May 2004 - Present
WJ Communications July 2006 - May 2008
GE Commercial Finance June 2006 - June 2007
Onyx Capital Ventures March 2001 - June 2005
World Color, Inc. March 1999 - May 2003
CIBC World Markets March 1997 - October 2001
Bankers Trust July 1987 - July 1997
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of California, Berkeley, Haas School of Business 1978 — 1982
Richard Bianchi's CIBC World Markets Experience January 2014 - Present
Job Executive Director at CIBC World Markets
Industry Commercial Real Estate
Experience
CIBC World Markets January 2014 - Present
Arbor Commercial Mortgage March 2013 - January 2014
Oritani Bank February 2011 - March 2013
Capmark Finance, Inc. May 2000 - March 2011
Daiwa Securities 1996 - 1998
Skills
Structured Finance, Real Estate, Real Estate Finance, Asset Management, Underwriting, Structuring, Debt, Due Diligence, Credit, Real Estate Economics, Asset Managment, Investment Properties, Financial Structuring, Loans, Real Estate Financing, CMBS, Portfolio Management, Disposition, Commercial Real Estate, Commercial Mortgages, Real Estate Transactions, Credit Analysis, Valuation, Loan Origination, Brokerage, Commercial Lending, Mezzanine, Capital Markets, Acquisitions, Investments
Education
The George Washington University 1986 — 1990
BA, Political Science
Purchase Elementary
CIBC World Markets January 2014 - Present
Arbor Commercial Mortgage March 2013 - January 2014
Oritani Bank February 2011 - March 2013
Capmark Finance, Inc. May 2000 - March 2011
Daiwa Securities 1996 - 1998
Skills
Structured Finance, Real Estate, Real Estate Finance, Asset Management, Underwriting, Structuring, Debt, Due Diligence, Credit, Real Estate Economics, Asset Managment, Investment Properties, Financial Structuring, Loans, Real Estate Financing, CMBS, Portfolio Management, Disposition, Commercial Real Estate, Commercial Mortgages, Real Estate Transactions, Credit Analysis, Valuation, Loan Origination, Brokerage, Commercial Lending, Mezzanine, Capital Markets, Acquisitions, Investments
Education
The George Washington University 1986 — 1990
BA, Political Science
Purchase Elementary
Hector Chan, PMP, Cert.APM's CIBC World Markets Experience January 2006 - October 2007
Job Project Manager
Industry Financial Services
Experience
Scotiabank February 2011 - Present
DundeeWealth Inc. October 2007 - January 2011
CIBC World Markets January 2006 - October 2007
IncyEdge (IBM Premier Business Partner) January 2002 - December 2005
Amdocs February 2000 - September 2001
CIBC World Markets December 1996 - January 2000
Cotton Ginny July 1994 - December 1996
Skills
Disaster Recovery, ITIL, IT Service Management, Management, SDLC, Risk Management, IT Strategy, Project Delivery, Vendor Management, PMP, Project Portfolio..., Governance, Requirements Analysis
Education
The University of Hong Kong
Bachelor of Arts
Scotiabank February 2011 - Present
DundeeWealth Inc. October 2007 - January 2011
CIBC World Markets January 2006 - October 2007
IncyEdge (IBM Premier Business Partner) January 2002 - December 2005
Amdocs February 2000 - September 2001
CIBC World Markets December 1996 - January 2000
Cotton Ginny July 1994 - December 1996
Skills
Disaster Recovery, ITIL, IT Service Management, Management, SDLC, Risk Management, IT Strategy, Project Delivery, Vendor Management, PMP, Project Portfolio..., Governance, Requirements Analysis
Education
The University of Hong Kong
Bachelor of Arts
Donovan, Danny's CIBC World Markets Experience March 2005 - August 2005
Job IT Business Analyst at ING
Industry Information Technology and Services
Rebecca Ashkenazy's CIBC World Markets Experience May 2001 - May 2002
Job Cardiovascular Metabolic Lead, US Medical Director at Pfizer
Industry Pharmaceuticals
Experience
Pfizer November 2007 - Present
Pfizer November 2007 - Present
The Advisory Board Company November 2005 - 2007
Beth Israel Deaconess Medical Center July 2002 - July 2005
CIBC World Markets May 2001 - May 2002
Education
The Johns Hopkins University School of Medicine
MD, Medicine
University of Maryland College Park
bs, finance
Pfizer November 2007 - Present
Pfizer November 2007 - Present
The Advisory Board Company November 2005 - 2007
Beth Israel Deaconess Medical Center July 2002 - July 2005
CIBC World Markets May 2001 - May 2002
Education
The Johns Hopkins University School of Medicine
MD, Medicine
University of Maryland College Park
bs, finance
Ted Mermel's CIBC World Markets Experience 2009 - 2010
Job VP at Societe Generale
Industry Financial Services
Experience
HSBC 2010 - 2011
CIBC World Markets 2009 - 2010
JP Morgan Chase 2006 - 2008
JP Morgan 2001 - 2005
The Chase Manhattan Bank 2000 - 2001
American Express Bank 1998 - 1999
Skills
FX, FX Options, FX Hedging, Derivatives, Commodities, Structured Products, Fixed Income, Credit Derivatives, Equity Derivatives, FASB 133, Hedge Funds, Alternative Investments, ISDA, Real Money, Asset Management, Volatility Arbitrage, Emerging Markets, Currency, Financial Markets, Structuring, Swaps, Interest Rate..., Hedging, Options, Capital Markets, Series 7, Series 63, Investment Strategies, Quantitative Finance, Global Macro, VBA, Trading Strategies, Interest Rate Risk..., Commodity, Bloomberg, Financial Engineering, FX trading, Bloomberg Terminal, Volatility, CDS, Communicator, Rates, Bonds, Interest Rate Swaps, Financial Structuring, Equities, Corporate Finance, Investments, Risk Management, Client Relations Skills
Education
The George Washington University - School of Business 1996 — 2000
BBA, Concentration in Finance
HSBC 2010 - 2011
CIBC World Markets 2009 - 2010
JP Morgan Chase 2006 - 2008
JP Morgan 2001 - 2005
The Chase Manhattan Bank 2000 - 2001
American Express Bank 1998 - 1999
Skills
FX, FX Options, FX Hedging, Derivatives, Commodities, Structured Products, Fixed Income, Credit Derivatives, Equity Derivatives, FASB 133, Hedge Funds, Alternative Investments, ISDA, Real Money, Asset Management, Volatility Arbitrage, Emerging Markets, Currency, Financial Markets, Structuring, Swaps, Interest Rate..., Hedging, Options, Capital Markets, Series 7, Series 63, Investment Strategies, Quantitative Finance, Global Macro, VBA, Trading Strategies, Interest Rate Risk..., Commodity, Bloomberg, Financial Engineering, FX trading, Bloomberg Terminal, Volatility, CDS, Communicator, Rates, Bonds, Interest Rate Swaps, Financial Structuring, Equities, Corporate Finance, Investments, Risk Management, Client Relations Skills
Education
The George Washington University - School of Business 1996 — 2000
BBA, Concentration in Finance
Greg DiMaggio's CIBC World Markets Experience February 1999 - January 2001
Job Senior VicePresident Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG October 2014 - Present
Cantor Fitzgerald January 2012 - July 2014
Cantor Fitzgerald February 2004 - December 2011
Advest, Inc. October 2003 - February 2004
Pershing January 2001 - October 2003
CIBC World Markets February 1999 - January 2001
CIBC World Markets March 1998 - January 1999
Skills
Electronic Trading, Bloomberg, Fixed Income, Bonds, Series 24, Capital Markets, Series 7, Series 63, Securities, Sales, Structured Products, Hedge Funds, Investments, Equities, Trading, Options, FINRA, Swaps, Financial Markets, Derivatives, Trading Systems, Alternative Investments, Mutual Funds, Portfolio Management, FX Options
Education
State University of New York College at Oneonta 1993 — 1997
Monsignor Farrell High School
Vining Sparks, IBG October 2014 - Present
Cantor Fitzgerald January 2012 - July 2014
Cantor Fitzgerald February 2004 - December 2011
Advest, Inc. October 2003 - February 2004
Pershing January 2001 - October 2003
CIBC World Markets February 1999 - January 2001
CIBC World Markets March 1998 - January 1999
Skills
Electronic Trading, Bloomberg, Fixed Income, Bonds, Series 24, Capital Markets, Series 7, Series 63, Securities, Sales, Structured Products, Hedge Funds, Investments, Equities, Trading, Options, FINRA, Swaps, Financial Markets, Derivatives, Trading Systems, Alternative Investments, Mutual Funds, Portfolio Management, FX Options
Education
State University of New York College at Oneonta 1993 — 1997
Monsignor Farrell High School
Howard Sacarob's CIBC World Markets Experience 1996 - 1999
Job VP and Managing Director, US Taxation at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada October 2001 - Present
GE Capital 1999 - 2001
CIBC World Markets 1996 - 1999
Coopers & Lybrand LLP 1993 - 1996
Chemical Bank 1982 - 1993
Touche Ross & Co. 1978 - 1982
Education
The George Washington University Law School 1975 — 1978
University of Florida - Warrington College Of Business 1972 — 1975
BSBA, Accounting
Royal Bank of Canada October 2001 - Present
GE Capital 1999 - 2001
CIBC World Markets 1996 - 1999
Coopers & Lybrand LLP 1993 - 1996
Chemical Bank 1982 - 1993
Touche Ross & Co. 1978 - 1982
Education
The George Washington University Law School 1975 — 1978
University of Florida - Warrington College Of Business 1972 — 1975
BSBA, Accounting
Ralph Edwards's CIBC World Markets Experience 1999 - 2003
Job Derivatives Strategist | Option Business Development Expert
Industry Investment Management
Experience
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
Harold Citron's CIBC World Markets Experience 1998 - 1998
Job Senior Analyst at Information Clearinghouse Creditntell
Industry Financial Services
Experience
Information Clearinghouse Inc. August 2002 - Present
Jefferies & Co. 2000 - 2002
Brown Brothers Harriman January 1999 - May 2000
CIBC World Markets 1998 - 1998
NatWest Markets 1997 - 1997
Value Line 1996 - 1997
ITOCHU International Inc. 1991 - 1994
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Equity Research, Investments, Risk Management, Economics, Credit Risk, Bonds, Credit, Due Diligence, Asset Management, Finance
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA
The George Washington University - School of Business 1986 — 1990
BBA, International Business
Information Clearinghouse Inc. August 2002 - Present
Jefferies & Co. 2000 - 2002
Brown Brothers Harriman January 1999 - May 2000
CIBC World Markets 1998 - 1998
NatWest Markets 1997 - 1997
Value Line 1996 - 1997
ITOCHU International Inc. 1991 - 1994
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Equity Research, Investments, Risk Management, Economics, Credit Risk, Bonds, Credit, Due Diligence, Asset Management, Finance
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA
The George Washington University - School of Business 1986 — 1990
BBA, International Business
Chi Ku's CIBC World Markets Experience 2001 - 2005
Job PeopleSoft Developer at Allscripts
Industry Hospital & Health Care
Experience
Eclipsys / Allscripts June 2005 - Present
North Shore LIJ Health System 2005 - Present
Comforce 2005 - 2005
CIBC World Markets 2001 - 2005
Skills
PeopleSoft, Application Development, Crystal Reports, Oracle, Business Analysis, SDLC, Requirements Gathering, Integration, Software Development, Requirements Analysis, Software Documentation, HRIS, PL/SQL, Visio, Analysis, SharePoint
Education
Stony Brook University
BS, Computer Science, Math
Eclipsys / Allscripts June 2005 - Present
North Shore LIJ Health System 2005 - Present
Comforce 2005 - 2005
CIBC World Markets 2001 - 2005
Skills
PeopleSoft, Application Development, Crystal Reports, Oracle, Business Analysis, SDLC, Requirements Gathering, Integration, Software Development, Requirements Analysis, Software Documentation, HRIS, PL/SQL, Visio, Analysis, SharePoint
Education
Stony Brook University
BS, Computer Science, Math
Gregory Kim's CIBC World Markets Experience January 2003 - January 2004
Job Commercial Real Estate
Industry Real Estate
Experience
Veracity Real Estate Management Development April 2013 - Present
Tarter Stats O'Toole August 2010 - March 2013
Metrospire January 2006 - July 2009
Young & Rubicam Group January 2004 - January 2006
CIBC World Markets January 2003 - January 2004
JK Distributors January 2001 - January 2003
iXL Agency January 1999 - January 2000
Skills
Marketing, Direct Marketing, Sales, Management, Strategy
Education
Stanford University 1997 — 1999
Bachelor of Arts, American Studies; "Policy, Politics & Economics"
Cornell University 1995 — 1997
Veracity Real Estate Management Development April 2013 - Present
Tarter Stats O'Toole August 2010 - March 2013
Metrospire January 2006 - July 2009
Young & Rubicam Group January 2004 - January 2006
CIBC World Markets January 2003 - January 2004
JK Distributors January 2001 - January 2003
iXL Agency January 1999 - January 2000
Skills
Marketing, Direct Marketing, Sales, Management, Strategy
Education
Stanford University 1997 — 1999
Bachelor of Arts, American Studies; "Policy, Politics & Economics"
Cornell University 1995 — 1997
Michael Sulton's CIBC World Markets Experience 1999 - 2002
Job Managing Director at Simmons & Company International
Industry Investment Banking
Experience
Simmons & Company International 2004 - Present
CIBC World Markets 1999 - 2002
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Due Diligence, Capital Markets, Financial Analysis, Investments, Venture Capital, M&A experience, Corporate Development, Energy
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA, Finance
Southern Methodist University - Cox School of Business 1995 — 1999
BBA, Finance and Management
Simmons & Company International 2004 - Present
CIBC World Markets 1999 - 2002
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Due Diligence, Capital Markets, Financial Analysis, Investments, Venture Capital, M&A experience, Corporate Development, Energy
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA, Finance
Southern Methodist University - Cox School of Business 1995 — 1999
BBA, Finance and Management
Sheenal Patel's CIBC World Markets Experience July 2000 - August 2001
Job CEO, NVN Hotels
Industry Hospitality
Experience
NVN Hotels July 2008 - Present
Arbor Lodging Partners July 2005 - Present
CharterMac September 2001 - July 2005
CIBC World Markets July 2000 - August 2001
Skills
Investments, Real Estate Economics, Hotels, Asset Managment, Asset Management, Financial Structuring, Structured Finance, Strategy, Venture Capital, Finance, Equities, Disposition, Management, Acquisitions, Commercial Real Estate, Valuation, Due Diligence
Education
University of Michigan 1996 — 2000
B.A., Economics
London School of Economics and Political Science
NVN Hotels July 2008 - Present
Arbor Lodging Partners July 2005 - Present
CharterMac September 2001 - July 2005
CIBC World Markets July 2000 - August 2001
Skills
Investments, Real Estate Economics, Hotels, Asset Managment, Asset Management, Financial Structuring, Structured Finance, Strategy, Venture Capital, Finance, Equities, Disposition, Management, Acquisitions, Commercial Real Estate, Valuation, Due Diligence
Education
University of Michigan 1996 — 2000
B.A., Economics
London School of Economics and Political Science
Jason Chesko's CIBC World Markets Experience August 1998 - October 2001
Job Senior Manager Fuels at Methanex Corporation
Industry Chemicals
Experience
Methanex Corporation April 2013 - Present
Methanex Corporation October 2006 - April 2013
Methanex Corporation August 2002 - October 2006
CIBC World Markets August 1998 - October 2001
Skills
Financial Modeling, Valuation, Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence, Corporate Development, Corporate Finance, Investor Relations, Corporate Governance, Strategy, Business Development, Restructuring
Education
University of Toronto - Rotman School of Management 1996 — 1998
MBA, Finance, General
The University of British Columbia 1986 — 1990
B. Comm, Finance
Chartered Financial Analyst
CFA
Methanex Corporation April 2013 - Present
Methanex Corporation October 2006 - April 2013
Methanex Corporation August 2002 - October 2006
CIBC World Markets August 1998 - October 2001
Skills
Financial Modeling, Valuation, Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence, Corporate Development, Corporate Finance, Investor Relations, Corporate Governance, Strategy, Business Development, Restructuring
Education
University of Toronto - Rotman School of Management 1996 — 1998
MBA, Finance, General
The University of British Columbia 1986 — 1990
B. Comm, Finance
Chartered Financial Analyst
CFA
John Di Prima's CIBC World Markets Experience 1999 - 2000
Job Manager of Transmission and Automation Team
Industry Financial Services
Experience
Broadridge Financial Solutions, Inc. September 2000 - Present
ADP 2000 - 2007
CIBC World Markets 1999 - 2000
Skills
FTP, SDLC, Software Project..., Disaster Recovery, Enterprise Architecture, Virtualization, Unix, Requirements Analysis, Connect Direct, SQL, IT Management, Business Analysis, Vendor Management, Windows, NDM, Autosys, IIS, Cloud Computing, Perl, Enterprise Software, Integration, IT Strategy, Software Development, Data Center, SOA, SharePoint, Agile Methodologies, Active Directory, Solaris, Security, Visio, Windows Server, Servers, Solution Architecture, IT Operations, Oracle
Education
State University of New York College at Buffalo
BS, Computer Informational Systems
Broadridge Financial Solutions, Inc. September 2000 - Present
ADP 2000 - 2007
CIBC World Markets 1999 - 2000
Skills
FTP, SDLC, Software Project..., Disaster Recovery, Enterprise Architecture, Virtualization, Unix, Requirements Analysis, Connect Direct, SQL, IT Management, Business Analysis, Vendor Management, Windows, NDM, Autosys, IIS, Cloud Computing, Perl, Enterprise Software, Integration, IT Strategy, Software Development, Data Center, SOA, SharePoint, Agile Methodologies, Active Directory, Solaris, Security, Visio, Windows Server, Servers, Solution Architecture, IT Operations, Oracle
Education
State University of New York College at Buffalo
BS, Computer Informational Systems
Billy Zhen's CIBC World Markets Experience May 2008 - December 2008
Job Consultant at CIBC World Markets
Industry Computer Networking
Experience
HZ Computer July 2007 - January 2013
CIBC World Markets May 2008 - December 2008
Dream Entertainment July 2006 - April 2008
AnalytX, Inc. July 2000 - March 2005
Education
Stony Brook University
HZ Computer July 2007 - January 2013
CIBC World Markets May 2008 - December 2008
Dream Entertainment July 2006 - April 2008
AnalytX, Inc. July 2000 - March 2005
Education
Stony Brook University
Filip Jakobs's CIBC World Markets Experience 1994 - 1998
Job Financial Risk Management Advisor
Industry Financial Services
Experience
PRO Financial Solutions April 2007 - Present
JFA Consulting, Inc. April 2007 - Present
Credit Union Central of Ontario December 2003 - 2007
RBC Capital Markets December 2001 - 2003
First Associates 2000 - 2001
ABN AMRO October 1998 - 2000
CIBC World Markets 1994 - 1998
CIBC World Markets May 1993 - October 1994
Skills
Derivatives, Fixed Income, FX Options, Equity Derivatives, Risk Management, Capital Markets, Interest Rate..., Portfolio Management, Hedging, Valuation, Trading, Financial Risk, Bloomberg, Financial Markets, Market Risk, Banking, Investments, Financial Services, Wealth Management, Financial Modeling, Credit, Bonds, Corporate Finance, Strategic Financial..., Options, Mutual Funds, Treasury, Finance, Equities
Education
AIMR 1995 — 1998
CFA, I passed with flying colours
Universität Wien 1993 — 1993
Eastern European Reform
The University of British Columbia 1990 — 1993
Bcomm, Finance
PRO Financial Solutions April 2007 - Present
JFA Consulting, Inc. April 2007 - Present
Credit Union Central of Ontario December 2003 - 2007
RBC Capital Markets December 2001 - 2003
First Associates 2000 - 2001
ABN AMRO October 1998 - 2000
CIBC World Markets 1994 - 1998
CIBC World Markets May 1993 - October 1994
Skills
Derivatives, Fixed Income, FX Options, Equity Derivatives, Risk Management, Capital Markets, Interest Rate..., Portfolio Management, Hedging, Valuation, Trading, Financial Risk, Bloomberg, Financial Markets, Market Risk, Banking, Investments, Financial Services, Wealth Management, Financial Modeling, Credit, Bonds, Corporate Finance, Strategic Financial..., Options, Mutual Funds, Treasury, Finance, Equities
Education
AIMR 1995 — 1998
CFA, I passed with flying colours
Universität Wien 1993 — 1993
Eastern European Reform
The University of British Columbia 1990 — 1993
Bcomm, Finance
Kai Bandele's CIBC World Markets Experience 2000 - 2003
Job Founder / EIC at StepInStyle Magazine
Industry Media Production
Experience
Anna Fong Collection January 2009 - Present
Step-In-Style Magazine August 2007 - Present
Bandele Properties LLC February 2004 - Present
Pop Matters August 2006 - August 2008
Goldman Sachs 2003 - 2008
CIBC World Markets 2000 - 2003
Louisiana Department of Justice 1994 - March 1998
Skills
Social Media Marketing, Social Media, Event Planning, Advertising, Entertainment, Public Relations, Research, Customer Service, Retail, Press Releases, Marketing, Music, Microsoft Excel, Brand Development, Sales, PowerPoint, Entrepreneurship, Strategic Planning, Fashion, Editorial, Public Speaking, Microsoft Office, Email Marketing, Journalism, WordPress, Adobe Creative Suite, Magazines, Social Networking, Event Management, Copywriting, Online Marketing, Publicity, Digital Marketing, Creative Writing, Photoshop, Market Research, Marketing Communications, Blogging, Media Relations, Facebook, Publications, Marketing Strategy, Photography, Online Advertising, Leadership, Creative Direction, New Media, Digital Media, Content Strategy, InDesign
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1994
BS, Accounting / Minor: Journalism & Spanish
Anna Fong Collection January 2009 - Present
Step-In-Style Magazine August 2007 - Present
Bandele Properties LLC February 2004 - Present
Pop Matters August 2006 - August 2008
Goldman Sachs 2003 - 2008
CIBC World Markets 2000 - 2003
Louisiana Department of Justice 1994 - March 1998
Skills
Social Media Marketing, Social Media, Event Planning, Advertising, Entertainment, Public Relations, Research, Customer Service, Retail, Press Releases, Marketing, Music, Microsoft Excel, Brand Development, Sales, PowerPoint, Entrepreneurship, Strategic Planning, Fashion, Editorial, Public Speaking, Microsoft Office, Email Marketing, Journalism, WordPress, Adobe Creative Suite, Magazines, Social Networking, Event Management, Copywriting, Online Marketing, Publicity, Digital Marketing, Creative Writing, Photoshop, Market Research, Marketing Communications, Blogging, Media Relations, Facebook, Publications, Marketing Strategy, Photography, Online Advertising, Leadership, Creative Direction, New Media, Digital Media, Content Strategy, InDesign
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1994
BS, Accounting / Minor: Journalism & Spanish
Jake Chazan's CIBC World Markets Experience May 1997 - September 2003
Job JD Chazan CPA,CA
Industry Accounting
Experience
National Taiwan University September 2013 - February 2015
National Taiwan University 2013 - 2015
National Taiwan University 2013 - 2015
CIBC World Markets May 1997 - September 2003
JPMorgan (Chemical Bank) 1995 - 1997
NatWest January 1991 - December 1992
First City Trust 1990 - 1991
Bank of Nova scotia 1987 - 1990
Citibank Canada 1984 - 1986
Coppers & Lybrand 1981 - 1984
Skills
Strategic Planning, Strategic Partnerships, Change Management, Executive Coaching, Corporate Finance, Derivatives, College Teaching, Accounting under IFRS, Teaching Adults
Education
Institute of Chartered Accountants of Manitoba 1973 — 1978
CA, Accounting
University of Manitoba 1969 — 1973
BA Honours, Economics
The University of Edinburgh 1971 — 1972
BA of Arts (Honors) as part of my University of Manitoba studies, Economics
National Taiwan University September 2013 - February 2015
National Taiwan University 2013 - 2015
National Taiwan University 2013 - 2015
CIBC World Markets May 1997 - September 2003
JPMorgan (Chemical Bank) 1995 - 1997
NatWest January 1991 - December 1992
First City Trust 1990 - 1991
Bank of Nova scotia 1987 - 1990
Citibank Canada 1984 - 1986
Coppers & Lybrand 1981 - 1984
Skills
Strategic Planning, Strategic Partnerships, Change Management, Executive Coaching, Corporate Finance, Derivatives, College Teaching, Accounting under IFRS, Teaching Adults
Education
Institute of Chartered Accountants of Manitoba 1973 — 1978
CA, Accounting
University of Manitoba 1969 — 1973
BA Honours, Economics
The University of Edinburgh 1971 — 1972
BA of Arts (Honors) as part of my University of Manitoba studies, Economics
John Calcagnini's CIBC World Markets Experience May 1996 - October 2008
Job Managing Director, Healthcare Investment Banking at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group May 2012 - Present
Global Hunter Securities January 2011 - January 2012
CIBC World Markets May 1996 - October 2008
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Equities, Valuation, Equity Research, Financial Modeling
Education
State University of New York College at Oneonta
B.S. Business/Economics, Economics/Finance/Accounting
CRT Capital Group May 2012 - Present
Global Hunter Securities January 2011 - January 2012
CIBC World Markets May 1996 - October 2008
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Equities, Valuation, Equity Research, Financial Modeling
Education
State University of New York College at Oneonta
B.S. Business/Economics, Economics/Finance/Accounting
Richard Weisberg's CIBC World Markets Experience 1991 - 1993
Job MD at HSBC
Industry Banking
Linda Shapiro's CIBC World Markets Experience March 2000 - October 2001
Job Compliance Officer specializing in Equity Trading
Industry Financial Services
Experience
H & R Block January 2009 - Present
AllianceBernstein May 2002 - June 2008
member of Midtown Regulatory Group 1997 - 2008
CIBC World Markets March 2000 - October 2001
Schroders June 1997 - March 2000
FINRA 1994 - 1997
Skills
Internal Controls, Securities, Equity Trading, Finance, Short Sales, Risk Management, Series 7, Financial Services, Investments, Hedge Funds, Financial Risk, Auditing, Due Diligence, Capital Markets, Trading, AML, Equities, Options, Banking, FINRA, Accounting, Mutual Funds, Tax, Asset Management, Fixed Income, Series 63
Education
State University of New York College at Oneonta
BS, Elementary Education
State University of New York College at Oswego
Accounting
W C Mepham High in Merrick
H & R Block January 2009 - Present
AllianceBernstein May 2002 - June 2008
member of Midtown Regulatory Group 1997 - 2008
CIBC World Markets March 2000 - October 2001
Schroders June 1997 - March 2000
FINRA 1994 - 1997
Skills
Internal Controls, Securities, Equity Trading, Finance, Short Sales, Risk Management, Series 7, Financial Services, Investments, Hedge Funds, Financial Risk, Auditing, Due Diligence, Capital Markets, Trading, AML, Equities, Options, Banking, FINRA, Accounting, Mutual Funds, Tax, Asset Management, Fixed Income, Series 63
Education
State University of New York College at Oneonta
BS, Elementary Education
State University of New York College at Oswego
Accounting
W C Mepham High in Merrick
Jane Sheffield's CIBC World Markets Experience 2000 - 2008
Job Supervisory Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. 1980 - Present
CIBC World Markets 2000 - 2008
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Series 7
Education
University of Cambridge
MA Cantab, English
University of Kansas
BA, English/Anthropology
Oppenheimer & Co. 1980 - Present
CIBC World Markets 2000 - 2008
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Series 7
Education
University of Cambridge
MA Cantab, English
University of Kansas
BA, English/Anthropology
M Gayi's CIBC World Markets Experience August 2012 - October 2013
Job Corporate Banking at CIBC World Markets
Industry Banking
Experience
CIBC World Markets August 2012 - October 2013
CIBC Wealth Management February 2012 - August 2012
CIBC Asset Management August 2011 - February 2012
CIBC Retail Markets February 2011 - August 2011
Coast Capital Savings July 2010 - September 2010
Ecobank June 2008 - July 2009
Ecobank December 2006 - July 2009
Skills
Valuation, Risk Management, Due Diligence, Corporate Finance, IFRS, Financial Management, Research, Financial Modeling, Financial Reporting, Business Strategy, Credit Analysis, VBA, Basel, ThinkCell, MS Excel
Education
Chartered Professional Accountants of Ontario (CPA Ontario)
Global Association of Risk Professionals (GARP)
The Association of Chartered Certified Accountants
Professional Accounting
The University of British Columbia
Portfolio Tactics
CIBC World Markets August 2012 - October 2013
CIBC Wealth Management February 2012 - August 2012
CIBC Asset Management August 2011 - February 2012
CIBC Retail Markets February 2011 - August 2011
Coast Capital Savings July 2010 - September 2010
Ecobank June 2008 - July 2009
Ecobank December 2006 - July 2009
Skills
Valuation, Risk Management, Due Diligence, Corporate Finance, IFRS, Financial Management, Research, Financial Modeling, Financial Reporting, Business Strategy, Credit Analysis, VBA, Basel, ThinkCell, MS Excel
Education
Chartered Professional Accountants of Ontario (CPA Ontario)
Global Association of Risk Professionals (GARP)
The Association of Chartered Certified Accountants
Professional Accounting
The University of British Columbia
Portfolio Tactics
Christopher Herb's CIBC World Markets Experience May 1997 - May 1999
Job Assistant Vice President at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset Management August 2013 - Present
Jennison Associates June 2001 - August 2013
JPMorgan Chase May 1999 - June 2001
CIBC World Markets May 1997 - May 1999
Skills
Equities, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Securities, Investments, Investment Strategies, Asset Management, Investment Management, Financial Services, Institutional..., Wealth Management, Bonds, Client Services, Marketing
Education
Stony Brook University 1993 — 1997
Bachelor of Arts, Economics
Deutsche Asset Management August 2013 - Present
Jennison Associates June 2001 - August 2013
JPMorgan Chase May 1999 - June 2001
CIBC World Markets May 1997 - May 1999
Skills
Equities, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Securities, Investments, Investment Strategies, Asset Management, Investment Management, Financial Services, Institutional..., Wealth Management, Bonds, Client Services, Marketing
Education
Stony Brook University 1993 — 1997
Bachelor of Arts, Economics
Noor Kamruddin's CIBC World Markets Experience 1999 - 2000
Job VP at Meetyl Inc.
Industry Financial Services
Experience
Meetyl 2014 - Present
Compass Technology Group November 2013 - 2014
Matthews International Capital Management 2008 - 2010
Wasatch Advisors 2004 - 2008
Firsthand Capital Management 2002 - 2004
Merrill Lynch 2000 - 2002
CIBC World Markets 1999 - 2000
3Com / US Robotics 1995 - 1998
Skills
Equity Research, Asset Management, Mutual Funds, Asset Allocation, Investments, Investment Management, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Equities, Hedge Funds, Financial Analysis, Private Equity, Capital Markets, Alternative Investments, Management, Due Diligence, Venture Capital
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
CFA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Computer Engineering
Meetyl 2014 - Present
Compass Technology Group November 2013 - 2014
Matthews International Capital Management 2008 - 2010
Wasatch Advisors 2004 - 2008
Firsthand Capital Management 2002 - 2004
Merrill Lynch 2000 - 2002
CIBC World Markets 1999 - 2000
3Com / US Robotics 1995 - 1998
Skills
Equity Research, Asset Management, Mutual Funds, Asset Allocation, Investments, Investment Management, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Equities, Hedge Funds, Financial Analysis, Private Equity, Capital Markets, Alternative Investments, Management, Due Diligence, Venture Capital
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
CFA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Computer Engineering
Robert McDermott's CIBC World Markets Experience March 1996 - January 2008
Job Real Estate Advisor By the Sea Sotheby's International Realty
Industry Real Estate
Experience
By the Sea Sotheby's International Realty March 2014 - Present
Southern New Hampshire University June 2009 - October 2014
REMAX Advantage Real Estate - Beverly October 2012 - March 2014
Renewable Energy of Massachuusetts January 2009 - June 2012
Rafferty Capital Markets November 2009 - August 2011
CIBC World Markets March 1996 - January 2008
Skills
FINRA series 7,9,10,23,..., Equities, Trading Systems, Investments, Securities, Series 63, Bloomberg, Alternative Investments, Hedge Funds, Portfolio Management, Series 7, Equity Research, Trading, Real Estate, Management, Due Diligence, New Business Development, Asset Management, Equity Trading, Valuation, Sales, Options
Education
Southern New Hampshire University 1977 — 1981
Bachelor's degree, Economics/ Finance
By the Sea Sotheby's International Realty March 2014 - Present
Southern New Hampshire University June 2009 - October 2014
REMAX Advantage Real Estate - Beverly October 2012 - March 2014
Renewable Energy of Massachuusetts January 2009 - June 2012
Rafferty Capital Markets November 2009 - August 2011
CIBC World Markets March 1996 - January 2008
Skills
FINRA series 7,9,10,23,..., Equities, Trading Systems, Investments, Securities, Series 63, Bloomberg, Alternative Investments, Hedge Funds, Portfolio Management, Series 7, Equity Research, Trading, Real Estate, Management, Due Diligence, New Business Development, Asset Management, Equity Trading, Valuation, Sales, Options
Education
Southern New Hampshire University 1977 — 1981
Bachelor's degree, Economics/ Finance
Michael Thieberg's CIBC World Markets Experience 1996 - 2003
Job Director of Finance at Exiger
Industry Financial Services
Experience
Exiger November 2013 - Present
Arche Value Management Inc. 2012 - 2013
American Express 2010 - 2012
Deutsche Bank Securities 2006 - 2010
Mercer 2005 - 2006
Veronis Suhler Stevenson 2004 - 2005
CIBC World Markets 1996 - 2003
Stern Stewart & Co. 1991 - 1994
Skills
Mergers, Corporate Development, Private Equity, Investment Banking, Equities, Strategic Planning, Marketing, Financial Modeling, Corporate Finance, Valuation, Performance Measurement, Business Development, Incentive Programs, Due Diligence, Financial Analysis, M&A experience, Business Strategy, Mergers & Acquisitions, Strategy, Investments
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Wayne Valley HS
Exiger November 2013 - Present
Arche Value Management Inc. 2012 - 2013
American Express 2010 - 2012
Deutsche Bank Securities 2006 - 2010
Mercer 2005 - 2006
Veronis Suhler Stevenson 2004 - 2005
CIBC World Markets 1996 - 2003
Stern Stewart & Co. 1991 - 1994
Skills
Mergers, Corporate Development, Private Equity, Investment Banking, Equities, Strategic Planning, Marketing, Financial Modeling, Corporate Finance, Valuation, Performance Measurement, Business Development, Incentive Programs, Due Diligence, Financial Analysis, M&A experience, Business Strategy, Mergers & Acquisitions, Strategy, Investments
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Wayne Valley HS
Omer Shiloni's CIBC World Markets Experience April 1999 - April 2000
Job Partner at Shimanni Financial Models Ltd
Industry Financial Services
Experience
Shimanni Financial Models Ltd March 2003 - Present
CIBC World Markets April 1999 - April 2000
ISG Capital, New York, NY April 1998 - March 1999
Ofek Securities February 1995 - April 1998
Education
The Hebrew University
MA, Financial & Statistics
Shimanni Financial Models Ltd March 2003 - Present
CIBC World Markets April 1999 - April 2000
ISG Capital, New York, NY April 1998 - March 1999
Ofek Securities February 1995 - April 1998
Education
The Hebrew University
MA, Financial & Statistics
Matthew Weitz's CIBC World Markets Experience 1998 - 2006
Job Managing Director at Oppenheimer & Co.
Industry Banking
Experience
Oppenheimer & Co. March 2013 - Present
Nomura Securities May 2010 - March 2013
Deutsche Bank Securities August 2006 - May 2010
CIBC World Markets 1998 - 2006
Skills
Electronic Trading
Education
State University of New York College at Oswego 1992 — 1995
BS, Business Administration
Oppenheimer & Co. March 2013 - Present
Nomura Securities May 2010 - March 2013
Deutsche Bank Securities August 2006 - May 2010
CIBC World Markets 1998 - 2006
Skills
Electronic Trading
Education
State University of New York College at Oswego 1992 — 1995
BS, Business Administration
Craig Tscherne's CIBC World Markets Experience 1901 - 1928
Job ED at JP Morgan
Industry Semiconductors
Experience
JP Morgan March 2008 - Present
BofA 2004 - 2007
Furman Selz 1995 - 2000
CIBC World Markets 1901 - 1928
Skills
Equities, Hedge Funds, Trading Systems, Electronic Trading, Trading, Bloomberg, Equity Trading, Investment Banking, Risk Management
Education
The Citadel 1988 — 1993
BS, Stats
Union College
JP Morgan March 2008 - Present
BofA 2004 - 2007
Furman Selz 1995 - 2000
CIBC World Markets 1901 - 1928
Skills
Equities, Hedge Funds, Trading Systems, Electronic Trading, Trading, Bloomberg, Equity Trading, Investment Banking, Risk Management
Education
The Citadel 1988 — 1993
BS, Stats
Union College
Peter Maiorano's CIBC World Markets Experience November 1995 - Present
Job Managing Director at CIBC
Industry Banking
Experience
CIBC World Markets November 1995 - Present
CIBC October 1995 - Present
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Series 63, Trading, Trading Systems, Bloomberg, Derivatives, Electronic Trading, Equities, Financial Markets, Hedge Funds, Market Data, Options, Prime Brokerage, Securities Lending, Structured Products
Education
SUNY Brockport 1980 — 1984
B.A., Political Science
CIBC World Markets November 1995 - Present
CIBC October 1995 - Present
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Series 63, Trading, Trading Systems, Bloomberg, Derivatives, Electronic Trading, Equities, Financial Markets, Hedge Funds, Market Data, Options, Prime Brokerage, Securities Lending, Structured Products
Education
SUNY Brockport 1980 — 1984
B.A., Political Science
Jon Goddard's CIBC World Markets Experience 1998 - 2002
Job VP of M&A and Strategy at Amromco Energy
Industry Investment Banking
Experience
Amromco Energy February 2012 - Present
Macquarie Capital August 2009 - February 2012
Tristone Capital March 2007 - August 2009
Friedman Billings Ramsey 2003 - 2007
CIBC World Markets 1998 - 2002
Education
The University of Texas at Austin
Master of Business Administration (MBA)
Southern Methodist University 1994 — 1998
BBA, Finance
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Finance
Amromco Energy February 2012 - Present
Macquarie Capital August 2009 - February 2012
Tristone Capital March 2007 - August 2009
Friedman Billings Ramsey 2003 - 2007
CIBC World Markets 1998 - 2002
Education
The University of Texas at Austin
Master of Business Administration (MBA)
Southern Methodist University 1994 — 1998
BBA, Finance
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Finance
Pete Hackett, LEED AP, PMP's CIBC World Markets Experience July 2004 - November 2008
Job Senior Director of Project Management at Oppenheimer & Co.
Industry Information Technology and Services
Experience
Oppenheimer & Co. March 2010 - Present
Align September 2009 - March 2010
CIBC World Markets July 2004 - November 2008
CIBC World Markets January 2002 - July 2004
CIBC World Markets February 1999 - January 2002
CIBC World Markets April 1998 - February 1999
Roy F. Weston, Inc. November 1995 - March 1997
Milro Associates, Inc. November 1994 - November 1995
Education
State University of New York College at Oneonta 1989 — 1993
BS, Water Resources
Oceanside HS
Oppenheimer & Co. March 2010 - Present
Align September 2009 - March 2010
CIBC World Markets July 2004 - November 2008
CIBC World Markets January 2002 - July 2004
CIBC World Markets February 1999 - January 2002
CIBC World Markets April 1998 - February 1999
Roy F. Weston, Inc. November 1995 - March 1997
Milro Associates, Inc. November 1994 - November 1995
Education
State University of New York College at Oneonta 1989 — 1993
BS, Water Resources
Oceanside HS
H. Michael Miller's CIBC World Markets Experience 2004 - 2006
Job High Yield Bond & Leveraged Loan Sales at RBS Securities
Industry Financial Services
Experience
RBS Securities 2013 - Present
The PrinceRidge Group 2009 - 2012
CIBC World Markets 2004 - 2006
Banc One Capital Markets 2001 - 2004
ABN AMRO 1999 - 2001
Banc of America Securities 1996 - 1999
Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Credit Analysis, Financial Analysis, Special Situations, Corporate Finance, Fixed Income, Distressed Debt, Corporate Credit, Management, Sales Management, Capital Markets, Sales, LBO, High Yield
Education
Temple University
BBA
Widener University
MBA
RBS Securities 2013 - Present
The PrinceRidge Group 2009 - 2012
CIBC World Markets 2004 - 2006
Banc One Capital Markets 2001 - 2004
ABN AMRO 1999 - 2001
Banc of America Securities 1996 - 1999
Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Credit Analysis, Financial Analysis, Special Situations, Corporate Finance, Fixed Income, Distressed Debt, Corporate Credit, Management, Sales Management, Capital Markets, Sales, LBO, High Yield
Education
Temple University
BBA
Widener University
MBA
Erika Reilly's CIBC World Markets Experience August 2003 - February 2006
Job Senior Vice President at Brookfield
Industry Investment Management
Experience
Brookfield Asset Management March 2006 - Present
CIBC World Markets August 2003 - February 2006
Skills
Financial Modeling, Capital Markets, Financial Analysis, Private Equity, Alternative Investments, Corporate Finance, Equities, Valuation, Equity Research, Portfolio Management, Investment Banking, Asset Management
Education
The University of British Columbia 1998 — 2003
Bachelor of Commerce
Brookfield Asset Management March 2006 - Present
CIBC World Markets August 2003 - February 2006
Skills
Financial Modeling, Capital Markets, Financial Analysis, Private Equity, Alternative Investments, Corporate Finance, Equities, Valuation, Equity Research, Portfolio Management, Investment Banking, Asset Management
Education
The University of British Columbia 1998 — 2003
Bachelor of Commerce
Alan Ding's CIBC World Markets Experience May 2005 - Present
Job dba at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2005 - Present
CIBC 2005 - Present
Celestica December 1999 - April 2005
Oracle China July 1995 - July 1999
Skills
Sybase, Solaris, Oracle, Microsoft SQL Server, Databases, Data Warehousing, SAP, ETL, SQL Tuning, Data Modeling, Performance Tuning, DB2, Unix, PL/SQL, Unix Shell Scripting, Enterprise Architecture
Education
Sun Yat-Sen University 1991 — 1995
bachelor, computer science
zhongshan University, CHINA 1991 — 1995
BS, Computer Science
CIBC World Markets May 2005 - Present
CIBC 2005 - Present
Celestica December 1999 - April 2005
Oracle China July 1995 - July 1999
Skills
Sybase, Solaris, Oracle, Microsoft SQL Server, Databases, Data Warehousing, SAP, ETL, SQL Tuning, Data Modeling, Performance Tuning, DB2, Unix, PL/SQL, Unix Shell Scripting, Enterprise Architecture
Education
Sun Yat-Sen University 1991 — 1995
bachelor, computer science
zhongshan University, CHINA 1991 — 1995
BS, Computer Science
Kazim Mehdi, CA's CIBC World Markets Experience 2010 - Present
Job Director, CIBC World Markets Global Mining Corporate Banking
Industry Capital Markets
Experience
CIBC World Markets 2010 - Present
RSM International 2009 - 2010
PricewaterhouseCoopers 2005 - 2009
Skills
Corporate Finance, IFRS, Restructuring, Project Finance, Auditing, Financial Modeling, Financial Analysis, Financial Reporting, Internal Controls, Corporate Law, Financial Accounting, Valuation, Due Diligence, Accounting, Business Valuation, US GAAP, Sarbanes-Oxley Act, GAAP, IPO, Capital Markets, External Audit, Assurance
Education
Institute of Chartered Accountants 2005 — 2007
CA
The University of British Columbia 2001 — 2006
B Comm., Accounting & Finance
CIBC World Markets 2010 - Present
RSM International 2009 - 2010
PricewaterhouseCoopers 2005 - 2009
Skills
Corporate Finance, IFRS, Restructuring, Project Finance, Auditing, Financial Modeling, Financial Analysis, Financial Reporting, Internal Controls, Corporate Law, Financial Accounting, Valuation, Due Diligence, Accounting, Business Valuation, US GAAP, Sarbanes-Oxley Act, GAAP, IPO, Capital Markets, External Audit, Assurance
Education
Institute of Chartered Accountants 2005 — 2007
CA
The University of British Columbia 2001 — 2006
B Comm., Accounting & Finance
Wayne Stefurak, CFA's CIBC World Markets Experience 1998 - 2000
Job Credit Analyst in Corporate Bonds, Bank Loans, and Financial Transactions
Industry Capital Markets
Experience
Pension Benefit Guaranty Corporation October 2013 - Present
BCB Bancorp, Inc. April 2013 - October 2013
Securities Trader 2008 - 2013
KBC Financial Products 2000 - 2008
CIBC World Markets 1998 - 2000
Standard & Poor's 1993 - 1998
The Bank of Tokyo Trust Company 1989 - 1993
Skills
Credit Analysis, Credit Risk, Commercial Lending, Convertible Bonds, Financial Analysis, Financial Modeling, High Yield Bonds, Loan Origination, Investment Grade Bonds, Loans, Bonds
Education
Baruch College Zicklin School of Business
Master of Business Administration (MBA), Finance, General
St. Lawrence University
Bachelor's degree, English Language and Literature, General
Pension Benefit Guaranty Corporation October 2013 - Present
BCB Bancorp, Inc. April 2013 - October 2013
Securities Trader 2008 - 2013
KBC Financial Products 2000 - 2008
CIBC World Markets 1998 - 2000
Standard & Poor's 1993 - 1998
The Bank of Tokyo Trust Company 1989 - 1993
Skills
Credit Analysis, Credit Risk, Commercial Lending, Convertible Bonds, Financial Analysis, Financial Modeling, High Yield Bonds, Loan Origination, Investment Grade Bonds, Loans, Bonds
Education
Baruch College Zicklin School of Business
Master of Business Administration (MBA), Finance, General
St. Lawrence University
Bachelor's degree, English Language and Literature, General
Evan Matlin's CIBC World Markets Experience July 2005 - July 2008
Job Vice President at Lazard
Industry Investment Banking
Aaron Shariff's CIBC World Markets Experience June 2010 - September 2010
Job Student at London School of Economics and Political Science
Industry Financial Services
Experience
CIBC World Markets June 2010 - September 2010
CIBC World Markets December 2009 - January 2010
CIBC World Markets June 2009 - September 2009
Education
The London School of Economics and Political Science (LSE) 2008 — 2011
Accounting & Finance
The York School 2005 — 2008
IB Diploma
CIBC World Markets June 2010 - September 2010
CIBC World Markets December 2009 - January 2010
CIBC World Markets June 2009 - September 2009
Education
The London School of Economics and Political Science (LSE) 2008 — 2011
Accounting & Finance
The York School 2005 — 2008
IB Diploma
Jonathan Man, CFA's CIBC World Markets Experience January 2013 - Present
Job Director at CIBC World Markets
Industry Real Estate
Experience
CIBC World Markets January 2013 - Present
CIBC World Markets January 2007 - December 2012
CIBC World Markets June 2003 - December 2006
Skills
Excel, Bloomberg, Interest Rate..., Credit Derivatives, Technical Analysis, Financial Modeling, Access, Trading Strategies, Real Estate Finance, CMBS, Fixed Income, Trading, Securitization
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1998 — 2002
BE, Electrical Engineering
CIBC World Markets January 2013 - Present
CIBC World Markets January 2007 - December 2012
CIBC World Markets June 2003 - December 2006
Skills
Excel, Bloomberg, Interest Rate..., Credit Derivatives, Technical Analysis, Financial Modeling, Access, Trading Strategies, Real Estate Finance, CMBS, Fixed Income, Trading, Securitization
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1998 — 2002
BE, Electrical Engineering
Paul Parhar's CIBC World Markets Experience 2000 - 2008
Job Managing Director at Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management March 2014 - Present
Oppenheimer & Co. 2008 - 2014
CIBC World Markets 2000 - 2008
Education
The University of British Columbia 1996 — 1997
MBA, Finance
The University of British Columbia 1988 — 1992
B.Comm., Urban Land Economics
Freestone Capital Management March 2014 - Present
Oppenheimer & Co. 2008 - 2014
CIBC World Markets 2000 - 2008
Education
The University of British Columbia 1996 — 1997
MBA, Finance
The University of British Columbia 1988 — 1992
B.Comm., Urban Land Economics
Andres Fornari's CIBC World Markets Experience May 2008 - August 2008
Job Senior Trade Support and Settlements Analyst at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management November 2013 - Present
RBC Global Asset Management February 2010 - November 2013
CIBC World Markets May 2008 - August 2008
CIBC World Markets May 2007 - August 2007
Education
Western University 2005 — 2009
Business Management and Organizational Studies, Specialization in Finance
Stockholm University 2008 — 2008
International Management
RBC Global Asset Management November 2013 - Present
RBC Global Asset Management February 2010 - November 2013
CIBC World Markets May 2008 - August 2008
CIBC World Markets May 2007 - August 2007
Education
Western University 2005 — 2009
Business Management and Organizational Studies, Specialization in Finance
Stockholm University 2008 — 2008
International Management
Eugene Shpigel's CIBC World Markets Experience January 2014 - Present
Job Executive Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets January 2014 - Present
CIBC World Markets October 2007 - January 2014
J.P. Morgan 2005 - 2007
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Bloomberg, Investment Banking, Hedge Funds, Financial Modeling, Risk Management, Portfolio Management, Alternative Investments, Investments, Structured Products
Education
Syracuse University 1999 — 2003
Bachelor of Science (BS), Finance, General
CIBC World Markets January 2014 - Present
CIBC World Markets October 2007 - January 2014
J.P. Morgan 2005 - 2007
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Bloomberg, Investment Banking, Hedge Funds, Financial Modeling, Risk Management, Portfolio Management, Alternative Investments, Investments, Structured Products
Education
Syracuse University 1999 — 2003
Bachelor of Science (BS), Finance, General
Alissa Rudes's CIBC World Markets Experience 2003 - 2007
Job Client Services at The Citco Group of Companies
Industry Venture Capital & Private Equity
Experience
Citco Fund Services January 2015 - Present
Citco Fund Services October 2011 - January 2015
Fortress Investment Group September 2007 - February 2011
CIBC World Markets 2003 - 2007
Skills
Bloomberg, Options, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Commodity, FX Options, Financial Analysis, Investments, Equity Derivatives, Fixed Income
Education
State University of New York at Buffalo - School of Management 1995 — 1999
BS, Business Administration
Citco Fund Services January 2015 - Present
Citco Fund Services October 2011 - January 2015
Fortress Investment Group September 2007 - February 2011
CIBC World Markets 2003 - 2007
Skills
Bloomberg, Options, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Commodity, FX Options, Financial Analysis, Investments, Equity Derivatives, Fixed Income
Education
State University of New York at Buffalo - School of Management 1995 — 1999
BS, Business Administration
Andrew Moor's CIBC World Markets Experience September 1987 - February 1996
Job President and CEO at Equitable Bank
Industry Financial Services
Experience
Equitable Bank March 2007 - Present
Invis February 2002 - February 2007
SMED International February 1996 - January 2001
CIBC World Markets September 1987 - February 1996
Education
The University of British Columbia 1985 — 1987
MBA, Business
UCL 1979 — 1982
B.Sc (eng), Mechanical Engineering
UCL 1978 — 1981
B. Sc, Mechanical Engineering
Equitable Bank March 2007 - Present
Invis February 2002 - February 2007
SMED International February 1996 - January 2001
CIBC World Markets September 1987 - February 1996
Education
The University of British Columbia 1985 — 1987
MBA, Business
UCL 1979 — 1982
B.Sc (eng), Mechanical Engineering
UCL 1978 — 1981
B. Sc, Mechanical Engineering
Eric Roberts's CIBC World Markets Experience October 2006 - March 2012
Job Vice President, Market Risk Audit at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2012 - Present
CIBC World Markets October 2006 - March 2012
ABN AMRO Bank N.V. 2004 - 2006
Bank One 1994 - 2004
Skills
Market Risk, Credit Risk, Hedge Funds, Middle Office, Trading Systems, Equity Derivatives, Financial Risk, Derivatives, Trading Strategies, Fixed Income, Equities, Credit Derivatives, Risk Management, Asset Management, Proprietary Trading, Capital Markets, Options, Interest Rate..., Counterparty Risk, Convertible Bonds, Treasury, Arbitrage, Foreign Exchange
Education
University of Chicago Graduate School of Business 2000 — 2002
M.B.A., Finance
Morgan Stanley April 2012 - Present
CIBC World Markets October 2006 - March 2012
ABN AMRO Bank N.V. 2004 - 2006
Bank One 1994 - 2004
Skills
Market Risk, Credit Risk, Hedge Funds, Middle Office, Trading Systems, Equity Derivatives, Financial Risk, Derivatives, Trading Strategies, Fixed Income, Equities, Credit Derivatives, Risk Management, Asset Management, Proprietary Trading, Capital Markets, Options, Interest Rate..., Counterparty Risk, Convertible Bonds, Treasury, Arbitrage, Foreign Exchange
Education
University of Chicago Graduate School of Business 2000 — 2002
M.B.A., Finance
Mor Levy, CFA's CIBC World Markets Experience January 2011 - September 2011
Job Real Estate Valuation Consultant
Industry Real Estate
Experience
Metrix Realty Group September 2012 - Present
CBRE June 2012 - September 2012
CIBC World Markets January 2011 - September 2011
National Finance Students Association (NFSA) 2010 - April 2011
Skills
Financial Analysis, Teamwork, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Bloomberg, Derivatives, Research, Team Leadership, Time Management, Strategy, Financial Modeling, Excel, Social Media, Outlook, Fluent Hebrew, Able To Work Under..., Leadership, Word, Problem Solving, Fluent English, Reliability, Independent, Fast Learner, Valuation, Commercial Real Estate, Appraisals
Education
Unionville High School
Unionville High School
CFA Institute 2011 — 2014
The University of British Columbia
Appraisal Institute of Canada (AIC) Distance Education Program
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2006 — 2010
Bachelor of Administrative Studies, Finance
Metrix Realty Group September 2012 - Present
CBRE June 2012 - September 2012
CIBC World Markets January 2011 - September 2011
National Finance Students Association (NFSA) 2010 - April 2011
Skills
Financial Analysis, Teamwork, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Bloomberg, Derivatives, Research, Team Leadership, Time Management, Strategy, Financial Modeling, Excel, Social Media, Outlook, Fluent Hebrew, Able To Work Under..., Leadership, Word, Problem Solving, Fluent English, Reliability, Independent, Fast Learner, Valuation, Commercial Real Estate, Appraisals
Education
Unionville High School
Unionville High School
CFA Institute 2011 — 2014
The University of British Columbia
Appraisal Institute of Canada (AIC) Distance Education Program
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2006 — 2010
Bachelor of Administrative Studies, Finance
Aidan Hayes's CIBC World Markets Experience June 2013 - January 2014
Job SVP at Enterprise Ireland
Industry International Trade and Development
Experience
Enterprise Ireland January 2014 - Present
CIBC World Markets June 2013 - January 2014
AIB Capital Markets 2010 - 2013
Bank of Ireland 2007 - December 2010
Bank of Ireland 2007 - 2008
AIB February 2005 - April 2005
Education
University College Dublin 2002 — 2006
Bachelor of Commerce (International w/German)
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2005
Blackrock College 1996 — 2002
Association of Chartered Certified Accountants
Enterprise Ireland January 2014 - Present
CIBC World Markets June 2013 - January 2014
AIB Capital Markets 2010 - 2013
Bank of Ireland 2007 - December 2010
Bank of Ireland 2007 - 2008
AIB February 2005 - April 2005
Education
University College Dublin 2002 — 2006
Bachelor of Commerce (International w/German)
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2005
Blackrock College 1996 — 2002
Association of Chartered Certified Accountants
Brittany Gallagher's CIBC World Markets Experience February 2013 - Present
Job Associate at CIBC World Markets
Industry Investment Management
Experience
CIBC World Markets February 2013 - Present
CIBC Wood Gundy May 2010 - February 2013
CIBC Wood Gundy February 2008 - April 2010
Skills
Wealth Management, Investments, Equities, Mutual Funds, Investment Advisory, ETFs, Asset Managment, Fixed Income, Strategic Financial..., Investment Strategies, Estate Planning, Bloomberg, Wealth, Investment Management, Securities, Financial Advisory, Financial Analysis, Alternative Investments, Asset Allocation, Hedge Funds, Bonds, Asset Management, Capital Markets
Education
St. Francis Xavier University 2003 — 2007
Cole Harbour High
CIBC World Markets February 2013 - Present
CIBC Wood Gundy May 2010 - February 2013
CIBC Wood Gundy February 2008 - April 2010
Skills
Wealth Management, Investments, Equities, Mutual Funds, Investment Advisory, ETFs, Asset Managment, Fixed Income, Strategic Financial..., Investment Strategies, Estate Planning, Bloomberg, Wealth, Investment Management, Securities, Financial Advisory, Financial Analysis, Alternative Investments, Asset Allocation, Hedge Funds, Bonds, Asset Management, Capital Markets
Education
St. Francis Xavier University 2003 — 2007
Cole Harbour High
Adam Zuckerman's CIBC World Markets Experience August 2000 - January 2004
Job Vice President, Situs
Industry Real Estate
Experience
Situs April 2012 - Present
Metropolitan Financial Corporation January 2004 - April 2012
CIBC World Markets August 2000 - January 2004
Deutsche Banc Mortgage Capital, LLC August 1997 - August 2000
Skills
CMBS Underwriter, Florida Licensed..., Licenced Loan Originator, CMBS, Commercial Real Estate, Investments, Loans, Real Estate, Real Estate Economics, Retail
Education
Syracuse University 1992 — 1997
Bachelor of Science, Speech Communication
Situs April 2012 - Present
Metropolitan Financial Corporation January 2004 - April 2012
CIBC World Markets August 2000 - January 2004
Deutsche Banc Mortgage Capital, LLC August 1997 - August 2000
Skills
CMBS Underwriter, Florida Licensed..., Licenced Loan Originator, CMBS, Commercial Real Estate, Investments, Loans, Real Estate, Real Estate Economics, Retail
Education
Syracuse University 1992 — 1997
Bachelor of Science, Speech Communication
Suren Grigoryan's CIBC World Markets Experience July 2010 - September 2010
Job Market Risk • Data Analysis
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. September 2013 - Present
Barclays Investment Bank November 2012 - September 2013
CIBC World Markets July 2010 - September 2010
Education
State University of New York at Stony Brook 2008 — 2010
M.S., Quantitative Finance
State University of New York at Stony Brook 2004 — 2008
B.S., Mathematics
Kew Forest
Mitsubishi UFJ Securities (USA), Inc. September 2013 - Present
Barclays Investment Bank November 2012 - September 2013
CIBC World Markets July 2010 - September 2010
Education
State University of New York at Stony Brook 2008 — 2010
M.S., Quantitative Finance
State University of New York at Stony Brook 2004 — 2008
B.S., Mathematics
Kew Forest
Katrina Prokopy's CIBC World Markets Experience September 2002 - December 2006
Job Senior Legal Counsel at Scotiabank
Industry Legal Services
Experience
Scotiabank January 2014 - Present
BMO Financial Group April 2011 - October 2012
Knight Capital Group June 2009 - May 2010
Lehman Brothers January 2007 - June 2009
CIBC World Markets September 2002 - December 2006
Borden Ladner Gervais LLP September 1997 - April 2002
Skills
Corporate Governance, Securities, Corporate Law, Capital Markets, Mergers & Acquisitions, Due Diligence, AML, Litigation, Private Equity, Structured Finance, Corporate Finance, Derivatives, Legal Writing, Legal Research
Education
York University - Osgoode Hall Law School 1994 — 1997
LLB, Law
The University of British Columbia / UBC 1989 — 1993
BA, Political Science, Hns.
Scotiabank January 2014 - Present
BMO Financial Group April 2011 - October 2012
Knight Capital Group June 2009 - May 2010
Lehman Brothers January 2007 - June 2009
CIBC World Markets September 2002 - December 2006
Borden Ladner Gervais LLP September 1997 - April 2002
Skills
Corporate Governance, Securities, Corporate Law, Capital Markets, Mergers & Acquisitions, Due Diligence, AML, Litigation, Private Equity, Structured Finance, Corporate Finance, Derivatives, Legal Writing, Legal Research
Education
York University - Osgoode Hall Law School 1994 — 1997
LLB, Law
The University of British Columbia / UBC 1989 — 1993
BA, Political Science, Hns.
Hazel Hampden's CIBC World Markets Experience June 1989 - June 2000
Job
Industry
Experience
CIBC World Markets June 1989 - June 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
St. Francis College 1978 — 1983
Business, Business Administration and Management, General, Degree
CIBC World Markets June 1989 - June 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
St. Francis College 1978 — 1983
Business, Business Administration and Management, General, Degree
Kevin McLeod's CIBC World Markets Experience April 1998 - February 2006
Job Managing Director at Cerberus Capital Management
Industry Venture Capital & Private Equity
Experience
Cerberus Capital Management February 2006 - Present
CIBC World Markets April 1998 - February 2006
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
Worcester Polytechnic Institute 1982 — 1986
BS, Mechanical Engineering
Cerberus Capital Management February 2006 - Present
CIBC World Markets April 1998 - February 2006
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
Worcester Polytechnic Institute 1982 — 1986
BS, Mechanical Engineering
Scott Kerbel's CIBC World Markets Experience October 1994 - March 1999
Job Managing DirectorHead of US Retail Structured Products at HSBC Securities
Industry Financial Services
Experience
HSBC Securities February 2001 - Present
Royal Bank of Scotland March 1999 - December 2000
CIBC World Markets October 1994 - March 1999
Education
The George Washington University 1984 — 1988
HSBC Securities February 2001 - Present
Royal Bank of Scotland March 1999 - December 2000
CIBC World Markets October 1994 - March 1999
Education
The George Washington University 1984 — 1988
MICHELE ONEY's CIBC World Markets Experience October 1996 - July 2000
Job Senior Reconciliation Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2000 - Present
CIBC World Markets October 1996 - July 2000
Skills
Mutual Funds Operations..., Types 70+ words per..., Team Player, Mac/PC proficient
Education
Technical Career Institutes 1994 — 1996
Associate's degree, Office Technology
Jamaica High School 1988 — 1991
Diploma, Finance
Fidelity Investments August 2000 - Present
CIBC World Markets October 1996 - July 2000
Skills
Mutual Funds Operations..., Types 70+ words per..., Team Player, Mac/PC proficient
Education
Technical Career Institutes 1994 — 1996
Associate's degree, Office Technology
Jamaica High School 1988 — 1991
Diploma, Finance
Susan L Gould's CIBC World Markets Experience June 1997 - February 2000
Job Investment Banking Professional
Industry Banking
Experience
CIBC World Markets June 1997 - February 2000
First Chicago Capital Markets, Inc. (currently JP Morgan Chase) September 1989 - June 1997
Grant Thornton LLP August 1984 - July 1987
Skills
Fixed Income, Capital Markets, Trading, Syndications, Equities, Microsoft Excel, Investment Banking, Analysis, Marketing, Sales
Education
University of Chicago Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Finance and International Business
University of Pennsylvania 1982 — 1984
Bachelor of Arts (B.A.), Economics
CIBC World Markets June 1997 - February 2000
First Chicago Capital Markets, Inc. (currently JP Morgan Chase) September 1989 - June 1997
Grant Thornton LLP August 1984 - July 1987
Skills
Fixed Income, Capital Markets, Trading, Syndications, Equities, Microsoft Excel, Investment Banking, Analysis, Marketing, Sales
Education
University of Chicago Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Finance and International Business
University of Pennsylvania 1982 — 1984
Bachelor of Arts (B.A.), Economics
Courtney Kubesch's CIBC World Markets Experience June 2000 - September 2003
Job Vice President at Wells Fargo
Industry
Experience
Wells Fargo April 2012 - Present
BNP Paribas October 2003 - April 2012
CIBC World Markets June 2000 - September 2003
Skills
Series 7 and 63..., Credit, Financial Risk
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo April 2012 - Present
BNP Paribas October 2003 - April 2012
CIBC World Markets June 2000 - September 2003
Skills
Series 7 and 63..., Credit, Financial Risk
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
David Ja's CIBC World Markets Experience 2007 - 2013
Job MBA Candidate, The University of Chicago Booth School of Business
Industry Financial Services
Experience
The Blackstone Group 2014 - 2014
CIBC 2013 - 2013
CIBC World Markets 2007 - 2013
Triage Capital Management 2006 - 2007
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2002 — 2006
Bachelor of Engineering (BEng)
The Blackstone Group 2014 - 2014
CIBC 2013 - 2013
CIBC World Markets 2007 - 2013
Triage Capital Management 2006 - 2007
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2002 — 2006
Bachelor of Engineering (BEng)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS