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
Luminex Corporation September 2010 - Present
Canaccord Genuity Inc. 2004 - June 2010
First Albany Capital 2003 - 2004
CIBC World Markets 1999 - 2000
KPMG Peat Marwick 1997 - 1999
Skills
Medical Devices, Diagnostics, Financial Analysis, Financial Modeling, Equity Research, Valuation, Corporate Finance, Capital Markets, Equities, Investment Banking, Corporate Development, Competitive Analysis, Healthcare, Bloomberg, Investor Relations, Hardware Diagnostics
Education
University of Notre Dame - Mendoza College of Business 1994 — 1996
MBA, Finance
University of California, Davis 1990 — 1994
BS, Agricultural Economics and Management
North Springs High School 1986 — 1990
St. Jude's
UBS Wealth Management 2014 - 2015
Mizuho Securities Asia 2010 - 2011
Daiwa Capital Markets Hong Kong Ltd. April 2008 - March 2010
Goldman Sachs 2007 - 2008
HSBC Capital Markets 2006 - 2007
CIBC World Markets 2005 - 2006
Morgan Stanley 2004 - 2005
Daimler Chrysler 2000 - 2002
Skills
Mining, Gold, Coal, Metals, Commodity, Corporate Finance, Iron Ore, Equities, Valuation, Equity Research, Private Equity, Business Strategy, Derivatives, Investment Banking, Finance, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Cincinnati
Master of Science (M.S.), Engineering
The University of Texas
CIBC World Markets July 2015 - Present
BianSolution (www.BianSolution.com) January 2007 - Present
Scotiabank April 2015 - July 2015
BMO Financial Group - Wealth Management Division March 2014 - April 2015
TD Bank Group April 2013 - March 2014
CPP Investment Board November 2012 - March 2013
Manulife Financial - Investment Division October 2011 - November 2012
CIBC World Markets June 2011 - September 2011
RBC Capital Markets November 2009 - June 2011
Manulife Financial - Investment Division January 2008 - November 2009
Skills
OpenLink FINDUR, FINDUR AVS/JVS..., Derivatives, Equity Trading, Foreign Exchange, Fixed Income, Capital Markets, Front Office Trading..., Middle Office Risk..., Back Office Accounting..., Wealth Management, Agile Methodologies, Technology Solution..., Application Development, System..., IT/IS Management, Vendor Management, Project/Program..., Business/Stakeholder..., Communication and..., Team Building and..., Distributed/Host Systems, IBM OMS, ADP/Broadridge, Bloomberg, Reuters, Infinity Rates, Java, MQ, ADP INTACT Messaging..., FIX Messaging Protocol, Web Service Development, TIBCO BusinessWorks..., IBM Datastage ETL, Financial Services, Portfolio Management, SDLC, Software Project...
Education
York University - Schulich School of Business 2004 — 2006
MBA, Finance and Strategy Managment
Tianjin University 1992 — 1996
Bachelor of Engineering (B.E.), Computer Engineering
CIBC World Markets October 2009 - Present
RBC Capital Markets October 2007 - October 2009
RBC Capital Markets July 2006 - October 2007
Skills
Capital Markets, Equities, Financial Modeling, Valuation, Investment Banking, Bloomberg, Equity Research, Investments, Corporate Finance, Fixed Income, Hedge Funds, Private Equity, Series 63, DCF, Investment Management, Equity Capital Markets, Bloomberg Terminal, Business Valuation, Asset Allocation, IPO, Capital IQ, M, Mergers, Equity Valuation, Derivatives, Alternative Investments, Financial Markets, Portfolio Management, Securities, Trading, Equity Trading
Education
The University of Calgary 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
inDinero May 2015 - Present
Constant Contact September 2011 - April 2015
United Nations Population Fund - 7 Billion Actions Initiative June 2011 - September 2011
Postling.com (Acquired by LocalVox Media) January 2010 - June 2011
AlwaysOn April 2009 - January 2010
Oppenheimer & Co., Inc. April 2006 - April 2009
Morgan Stanley September 2005 - April 2006
CIBC World Markets June 2004 - September 2005
Skills
Strategic Partnerships, Start-ups, Strategy, Business Development, Management, Entrepreneurship, Marketing, Online Marketing, Sales, Marketing Strategy, Social Media, Strategic Planning, Enterprise Software, New Business Development, SaaS, Product Management, Social Media Marketing
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
BABS, Finance
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 August 2014 - Present
Board Meeting March 2013 - April 2014
Queen's Sports Industry Conference February 2011 - February 2014
CIBC World Markets June 2013 - August 2013
CIBC World Markets May 2012 - August 2012
CI Financial May 2011 - May 2011
Skills
Event Planning, Teamwork, Microsoft Office, Public Speaking, Financial Analysis, Marketing Strategy, Team Leadership
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, First Class
Universidade Católica Portuguesa 2013 — 2013
CIBC World Markets August 2014 - Present
CIBC August 2013 - August 2014
TD Bank Group June 2010 - June 2013
TD September 2008 - July 2010
CIBC April 2006 - August 2008
Skills
Banking, Coaching, New Hire Training, Mortgage Lending, Investments, Retail Banking, Credit, Loans, Credit Risk, Credit Analysis, Risk Management, Portfolio Management, Financial Analysis, Financial Risk, HR Consulting, HR Policies, Hiring Employees, Mentoring New Hires
Education
University of Bradford 2013 — 2016
MBA, MBA
University of Manitoba 2001 — 2005
Bachelor's degree, Economics
Canada Capital Energy Corporation May 2009 - Present
Dundee Securities 2004 - 2007
CIBC World Markets 1995 - 2000
Skills
Mergers & Acquisitions, Valuation, Oil & Gas Industry, Capital Markets, Investment Banking, Financial Modeling, Private Equity, Investments, Energy Industry, Petroleum, Due Diligence, Finance, Management, Natural Gas, Energy, Corporate Finance
Education
University of Calgary
Evantix GRC December 2012 - Present
GlassRatner Securities LLC January 2014 - Present
GlassRatner Advisory & Capital Group May 2012 - Present
Sendio July 2009 - Present
Lateral Data 2007 - July 2012
XRoads Solutions Group July 2009 - May 2012
OriginOil March 2009 - March 2011
Salem Partners LLC October 2006 - December 2007
CIBC World Markets March 1996 - March 2005
Jefferies 1993 - 1995
Skills
Debt, Valuation, Bankruptcy, Expert Witness, Finance, Mergers, Equities, Strategy, Investment Banking, Venture Capital, Restructuring, Liquidity, Private Equity, Corporate Finance, Corporate Development, Structured Finance, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Business Valuation, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, M&A experience, Funding, Financial Services, Start-ups, Capital Markets, Financial Advisory, IPO, Leveraged Finance, Financial Structuring, Acquisitions, Divestitures, Executive Management, Securities, Corporate Governance, Financial Risk, LBO, Acquisition Integration
Education
Tulane University 1989 — 1993
BSM, Finance
U.S. Trust October 2013 - Present
Liolios Group, Inc. 2011 - 2013
Mont Pelerin Capital, LLC 2005 - 2011
Kaenon Polarized, LLC 2002 - 2005
Educationtalk.com 2000 - 2002
Roth Capital Partners 1997 - 1999
CIBC World Markets 1996 - 1997
Wedbush Securities 1995 - 1996
Smith Barney 1993 - 1996
Skills
Private Equity, Financial Modeling, Investments, Finance, Hedge Funds, Financial Analysis, Valuation, Equities, Due Diligence, Mergers & Acquisitions, Equity Research, Portfolio Management, Finance Management, Business Development, Revenue Generation, Investment Analysis, Relationship Management, Strategic Planning, Business Management, Budgeting & Forecasting, Market Intelligence, Peer Analysis, Global Communications, Decision Intensive..., Process Development, Entrepreneurship, Entrepreneurial..., Negotiation, Corporate Expansion, Consulting, Capital Markets, Finance Investments, Asset Management, Alternative Investments, Trading, Corporate Development, Securities, Business Planning
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Finance
University of Southern California
Bachelor of Arts (BA), Communications
PHHHOTO® February 2013 - Present
HYPERHYPER® February 2013 - Present
Handmade Frames 2008 - 2010
CIBC World Markets May 2006 - September 2007
Skills
Operations Management, Financial Reporting, Corporate Tax, Contract Negotiation, Employment Contracts, R&D Tax Credits, HR Management, Corporate Social Media, Sales Operations, Art Direction, Accounts Receivable, Accounts Payable, Insurance, QA
Education
Tufts University 2002 — 2006
Bachelor's degree, Art History, Criticism and Conservation
Universidad Complutense de Madrid 2004 — 2004
Spanish Language and Literature
CIBC World Markets October 2014 - Present
University of Toronto September 2013 - April 2014
Bank of Canada August 2011 - August 2013
Scotiabank May 2010 - August 2011
Skills
Forecasting, Economics, Tax, Microsoft Excel, Statistics, Account Reconciliation, Outlook, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Office, Teamwork, Financial Reporting, Econometrics, Stata, Market Research, Bloomberg Terminal, Spanish, Investments, Data Mining, Policy Analysis, Macroeconomics, Economic Research, Quantitative Analytics, Research, Access, Qualitative Research, Credit Risk, Derivatives, International Economics, Public Policy
Education
University of Toronto 2013 — 2014
Master of Arts (M.A.), Economics
Wilfrid Laurier University 2008 — 2012
Honours Economics and Financial Management, Economics
Universidad Peruana de Ciencias Aplicadas 2007 — 2007
Economics and International Business, Economics, A-
BMO Capital Markets January 2013 - Present
CIBC World Markets February 2012 - January 2013
CIBC World Markets August 2009 - February 2012
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Equity Valuation, Due Diligence, Mergers
Education
CFA Institute 2009 — 2013
CFA Charter Holder
The University of Calgary 2005 — 2009
Bachelor of Commerce (BCom), Finance (With Distinction)
Omnicom Media Group February 2014 - May 2014
Covert & Co., LLC Investment Banking March 2010 - January 2014
Montgomery & Co., LLC August 2008 - August 2009
CIBC World Markets July 2002 - January 2008
Ernst & Young October 1993 - October 2001
Skills
Human Resources, Private Equity, Financial Modeling, Management, Mergers & Acquisitions, Corporate Finance, Personnel Management, Investment Banking, Finance, Start-ups, Due Diligence, Strategy, HRIS, Venture Capital, Investments, Social Media, Valuation, Office Management, Recruiting, Customer Service, Equities, Entrepreneurship, Blogging, Business Strategy, Concur, Facebook, Market Research, Outlook, Social Networking, Strategic Planning, Marketing, Social Media Marketing, Public Relations, Digital Media
Education
University of Belgrade
Completed Coursework, English Language and Literature
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
HFF September 2015 - Present
CIBC World Markets January 2014 - Present
Auction.com October 2011 - January 2014
T.C. Collins & Associates, Inc 2009 - 2011
GE Energy 2008 - 2009
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2014
Master of Business Administration (MBA), Real Estate and Finance
University of Florida 2004 — 2008
Bachelor of Science (B.S.), Civil Engineering
Horizons ETFs September 2012 - Present
Excel Funds Management Inc. March 2010 - September 2012
Standard Life 2006 - 2009
National Bank of Canada 2002 - 2005
Dundee Wealth 1999 - 2002
CIBC World Markets 1996 - 1999
Skills
Fluently speaking and..., Asset Managment, Business Development, Business Relationship..., Wealth Management, Investment product..., Sales Management, Strategic Partnerships
Education
CSI Global 1995 — 2014
PDO,Branch Manager,Professional Financial Planinng,CSC,RR, CIM underway
Université Laval 1987 — 1990
Bachelor's degree, Labor and Industrial Relations
Impetus Trust November 2010 - June 2011
Standard Bank August 2008 - May 2011
WestLB London Branch August 2006 - April 2008
WestLB AG NY Branch July 2004 - July 2006
CIBC World Markets June 2003 - August 2003
HSBC Bank Brasil January 2000 - June 2002
Empresas de Petroleo Ipiranga March 1998 - December 1999
Skills
Valuation, Banking, Credit Analysis, Financial Analysis, Structured Products, Business Strategy, Capital Markets, Securitization, Project Finance, Financial Projection, Deal Origination, Client Coverage, Project Management, Latin America
Education
Yale University 2002 — 2004
MBA, Finance, Yale School of Management
Berkeley University 2000 — 2000
Diploma, International Trade and Commerce
PUCRS Porto Alegre 1995 — 2000
BA, Business Administration and System Analysis
Lauren Engineers & Constructors, ULC June 2015 - Present
Lauren Engineers & Constructors, ULC November 2014 - June 2015
CH2M HILL November 2011 - August 2014
Direct Energy 2009 - 2011
Nexen Marketing 2002 - 2009
Enron Direct Canada Corp 2001 - 2002
CIBC World Markets 1990 - 2000
Toronto Dominion Bank 1984 - 1990
Skills
Leadership, Strategic Planning, Business Development, New Business Development, Marketing Strategy, Team Leadership, Sales Management, Energy, Commodity, Risk Management, Natural Gas, Electricity Markets, Strategy, Start-ups, Business Strategy, Operations Management, Due Diligence, CRM, Salesforce.com, Business Planning, Building Relationships, Sales Presentations, Cross-functional Team..., Credit Risk, Corporate Governance, Client Relationship..., Operational Risk..., Process Management, Regulatory Requirements, Foreign Exchange..., Contract Negotiation, Market Risk, Decision Making, M&A due diligence, Commodities, Crude Oil Marketing, Natural Gas Liquids..., Money Market, Board Certified, Board Presentations, Group Presentations, Customer Presentations, Mergers, Management, Mergers, Team Building, Mergers & Acquisitions
Education
Haskayne School of Business 2009 — 2009
Institute of Corporate Directors DEP, Professional Corporate Director Education
University of Calgary 1979 — 1984
B.A. Social Sciences, Economics
Rayne Capital Management Inc. June 2012 - Present
Werklund Capital Corporation March 2011 - April 2012
CIBC World Markets August 2009 - March 2011
CIBC World Markets August 2007 - August 2009
BP May 2005 - August 2005
TELUS May 2004 - December 2004
Skills
Financial Modeling, Investment Strategies, Hedge Funds, Performance Analysis, Alternative Investments, Investment Banking, Equity Research, Equity Valuation, Equity Capital Markets, Portfolio Management, Asset Allocation, Securities, IPO
Education
University of Calgary 2002 — 2007
B.Comm, Finance
CIBC World Markets January 2014 - Present
McKinsey & Company January 2011 - December 2013
McKinsey & Company July 2004 - December 2010
McKinsey & Company October 1997 - June 2004
Skills
Valuation, Strategy, Corporate Development, Business Strategy, Market Entry, Entrepreneurship, Business Transformation, Due Diligence, Growth Strategies, Management Consulting, Organizational Design, Venture Capital, Risk Management, Private Equity, Corporate Finance, Business Planning, Energy, Emerging Markets, Mining, Project Portfolio..., Project Planning, Start-ups, Mergers & Acquisitions, International Business, Governance, Financial Modeling, Financial Analysis, Management, Portfolio Management, Competitive Analysis, Strategic Planning, Renewable Energy, Change Management, Acquisition Integration, Project Management, Capital Markets, Strategic Consulting, Restructuring, Leadership
Education
University of Chicago 1993 — 1997
PhD, Physics
The University of Calgary 1987 — 1993
Bachelor of Science (BSc) Honours, Chemical Physics
The University of Calgary 1987 — 1993
Bachelor of Science (B.Sc.), Applied Mathematics
Greenlee Advisors, LLC March 2010 - Present
Nollenberger Capital Partners Inc. January 2008 - March 2010
The Bank of New York 2001 - 2007
CIBC World Markets 1989 - 2001
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) 1984 - 1989
Skills
Capital Markets, Series 7, Investment Banking, Series 63, Cedit/Risk Management, Public Finance, Not-for-profit..., Relationship Marketing, Alternative Investments
Education
University of California, Irvine 1974 — 1978
Bachelor of Arts (B.A.), Economics
Complexe Royal Labarre August 2014 - July 2015
Le Astoria February 2013 - February 2015
Complexe sportif Orion 2010 - September 2012
CIBC World Markets October 2009 - August 2010
CIBC December 2004 - October 2008
Skills
Team Leadership, Credit Risk, Management, Marketing, Marketing Strategy, Microsoft Word, Online Advertising, Strategic Planning, Marketing en ligne, Gestion d'évènement, Stratégie marketing, Marketing social, Finance
Education
UQAM 2004 — 2008
Certificates, Business & Finance
Shaw Communications November 2009 - January 2014
Cushman & Wakefield June 2008 - June 2009
OBN a Showtime Networks & CBS company September 2006 - June 2008
AETN International February 2005 - September 2006
AIG SunAmerica April 2003 - February 2005
CIBC World Markets May 2004 - October 2004
Countrywide July 2002 - March 2003
Cydcor February 2000 - May 2002
Various Companies September 1994 - February 2000
Skills
.NET, Project Management, Business Intelligence, Agile Methodologies, Management, Team Leadership, CRM, Product Development, Software Development, Software Project..., Microsoft SQL Server, SQL, Business Analysis, Vendor Management, XML, ASP.NET, Integration, Requirements Analysis, Architecture, Multi-channel Marketing, Analysis, Architectures, Web Services
Education
Sheridan College 1992 — 1995
Bachelor's Degree, Media Arts
Advanced Leadership Development Program
Leadership Development
High Performance Leadership Training
Leadership Development
Learning Tree University
Anti Hacking Boot Camp
University of Guelph
Computer Science
TCS
TCS
TCS
CIBC World Markets April 2015 - Present
PSP Investments March 2011 - April 2015
PSP Investments June 2009 - March 2011
Société Générale Asset Management October 2008 - March 2009
Crédit Agricole Asset Management January 2008 - July 2008
Société Générale Corporate and Investment Banking June 2007 - September 2007
Skills
Derivatives, Bloomberg, Hedge Funds, Equities, Trading, Financial Markets, Fixed Income, Asset Managment, FX Options, Equity Derivatives, Alternative Investments, Portfolio Management
Education
Université Paris Dauphine 2007 — 2008
Master 2, Financial markets and Asset Management, Master 222
Université Paris Dauphine 2003 — 2007
Master 1, Applied Mathematics, Major: Mathematics
Lycée Regnault 2002 — 2003
Firmenich February 2014 - Present
DPT Capital Management August 2010 - February 2014
Persistency Capital March 2005 - March 2010
Schonfeld Group October 2002 - March 2005
CIBC World Markets May 1998 - October 2002
CoreStates Bank 1996 - 1998
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Asset Managment, Trading, Investments, Equity Derivatives, Commodity, Investment Management, Hedging, Risk Management, Mutual Funds, Volatility, Financial Structuring, Treasury Management, Cash Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Management
Education
University of Delaware 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Work Truck Direct January 2015 - Present
Allegiant Partners Incorporated February 1998 - Present
CIBC World Markets January 1994 - February 1998
BankAmerica Leasing 1993 - 1993
Ingenor Finance 1992 - 1993
D'Accord Financial 1989 - 1992
IBJ Leasing September 1988 - June 1989
Skills
Management, Equipment Finance, Equipment Finance..., Loans, Leases, Funding, Structured Finance, Credit, Portfolio Management, Credit Analysis, Small Business Lending, Underwriting, Credit Risk, Investments, Finance, Loan Origination, Asset Management, Start-ups, Mergers & Acquisitions, Strategy, Due Diligence, Commercial Lending, Capital, Financial Structuring, Factoring, Financial Services, Financial Analysis, Private Equity, Asset Based Lending, Real Estate, Capital Markets, Commercial Banking, Executive Management, Financial Modeling, Corporate Finance, Project Finance, Investment Banking, Relationship Management, Restructuring, Leveraged Finance, Commercial Mortgages, Risk Management, Treasury Management, Commercial Finance, Working Capital..., Financial Risk, Valuation, Private Placements, Asset, Banking
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 1987 — 1988
Completed One Year of Study
University of California, Berkeley 1983 — 1987
BA
Aerotek 2012 - Present
altisHR July 2010 - August 2012
Icing corp November 2009 - 2012
Select Wine Merchants Corporation May 2010 - July 2011
CIBC World Markets August 2009 - May 2010
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Human Resources, Applicant Tracking..., Contract Recruitment, Employee Relations, Talent Management, Onboarding, Executive Search, Customer Service, Performance Management, Sales, Administrative..., Temporary Staffing, Account Management, Employee Training, Resume Writing, College Recruiting, Job Coaching, Leadership, Building Relationships, Personnel Management, Permanent Placement, Temporary Placement, Job Descriptions, Graduate Recruitment, Time Management, Cold Calling, Benefits Negotiation, Screening Resumes, IT Recruitment, Employer Branding, Interviews, Screening, Internet Recruiting, Training, Staffing Services, HR Policies, Hiring, Recruitment Advertising, New Hire Orientations, Coaching, Employee Engagement, Sourcing
Education
Trent University 2005 — 2010
BBA, Business Administration
The University of Calgary
Nomura Securities September 2009 - Present
Barclays Capital September 2008 - July 2009
Lehman Brothers June 2000 - September 2008
Shearman and Sterling May 1999 - June 2000
CIBC World Markets 1997 - 1999
Osler, Hoskin & Harcourt LLP 1993 - 1997
Skills
Securities Regulation, Derivatives, Fixed Income, Equities, Financial Regulation, Regulatory Strategy..., Strategic Planning, Management, Structured Products, Structured Finance, Dodd-Frank, ISDA, Broker-Dealer, Financial Structuring, Equity Derivatives, Capital Markets, Securities, Swaps, Securitization, Options, Credit Derivatives, Hedge Funds
Education
University of Windsor Law School 1990 — 1993
LL.B
University of Detroit Mercy School of Law 1990 — 1993
J.D.
University of Toronto 1985 — 1989
B.Sc.
Desjardins January 2015 - Present
Desjardins June 2014 - December 2014
Desjardins January 2013 - June 2014
National Bank of Canada July 2011 - January 2013
National Bank of Canada January 2009 - July 2011
National Bank Financial October 2006 - January 2009
Runes Technologies May 2005 - October 2006
CIBC World Markets July 2003 - May 2005
SunGard June 1996 - July 2003
Skills
Banking, Analysis, Requirements Analysis, Life Cycle Assessment, Trading, Risk Management, Documentation, Financial Markets, Business Analysis, Sybase, Derivatives, Data Management, IT Management, Incident Management, ITIL, Integration, Business Requirements, Software Project..., Change Management, Capital Markets, Agile, Process Improvement, Fixed Income, Program Management, Business Process, SQL, FX, Visio, Unix, PL/SQL, Team Leadership, Order Management, Equities, FX Options, Project Portfolio..., Business Intelligence, IT Strategy, Enterprise Architecture, PMP, Requirements Gathering, PMO, Agile Methodologies, Software Documentation
Education
UQAM 1991 — 1994
B.Sc.A., Management Information Systems
University of Montreal 1989 — 1991
Minor, sociology-psychology
SKB Conseil June 2011 - Present
PWL Advisors 2009 - July 2011
Fort Financial Group January 2007 - November 2008
RBC Capital Markets 1993 - September 2001
CIBC World Markets October 1984 - 1993
Skills
Personal Financial..., Retirement Planning, Estate Planning, Asset Allocation, Global Portfolio..., Strategic Financial..., Fixed Income, Retirement, Investments, Portfolio Management, Wealth, Wealth Management, Asset Management, Investment Strategies, Equities, Mutual Funds
Education
University of Guelph 1980 — 1984
BA, Management/Economics
The study 1967 — 1979
High School
Brownstone Investment Group May 2015 - Present
CIBC World Markets August 2014 - May 2015
KGS-Alpha Capital Markets, L.P. May 2013 - September 2014
FTN Financial April 2011 - May 2013
Skills
Management, Customer Service, Team Building, Process Improvement, Operations Management, Project Management, Leadership, Team Leadership, Account Management, Vendor Management, Financial Analysis, Sales, Banking, Call Centers, Risk Management, Investments, Capital Markets, Asset Management, Cold Calling, Portfolio Management
Education
University of Delaware 2000 — 2004
CIBC World Markets June 2013 - Present
RBC December 2012 - May 2013
RBC Capital Markets May 2010 - December 2012
IBM January 2009 - May 2010
Environment Canada September 2007 - December 2007
BOLDstreet Wireless January 2006 - August 2006
University of Guelph-Humber September 2004 - December 2005
Skills
ITIL v3 Foundations..., Linux, Java, Unix, Microsoft SQL Server, SQL
Education
University of Guelph 2004 — 2009
Bachelor of Applied, Computing
CIBC World Markets December 2013 - Present
Grant Thornton Ireland June 2013 - September 2013
Halpern Real Estate Ventures June 2012 - August 2012
Kish Capital September 2011 - May 2012
Skills
Financial Analysis, Market Research, Teamwork, Accounting, Microsoft Excel, PowerPoint, Data Analysis, Report Writing, Microsoft Word, Bloomberg, Corporate Finance, Finance
Education
University College Dublin 2012 — 2013
MSc in Finance, MSc in Finance
University College Dublin 2009 — 2012
Bachelor of Commerce (BCom), Finance
St. Michaels College 2003 — 2009
Irish Leaving Certificate
Lydia Laceby June 2013 - Present
CIBC World Markets February 2014 - Present
Novel Escapes June 2009 - Present
Talentcor December 2011 - February 2014
Novel Escapes June 2009 - July 2012
Investors Group Financial Services Inc. March 2011 - November 2011
TD Insurance September 2004 - January 2010
Skills
Blogging, Creative Writing, Blogger, Customer Service, Microsoft Word, Press Releases, Publishing, Published Author, Writing, Writers, Fiction Writing, Book Reviews, Critique, Novels, Pinterest, Google+, Wordpress, Executive..., Administrative..., Data Entry, Office Management, Microsoft Office, Time Management, Insurance, Critical Thinking, Social Networking, Organizational..., File Management, Fiction, Proofreading, Freelance Writing
Education
University of Guelph 1994 — 1997
BA, Psychology
Coldwell Banker Residential Brokerage November 2013 - Present
Frank Howard Allen January 2012 - Present
Montgomery Street Financial Services, LLC January 2009 - December 2014
CIBC World Markets 1995 - 2004
Bank of America 1987 - 1995
Skills
Superior Client Service, Problem Solving, Writing, Editing, Financial Analysis, Renewable Energy, Corporate Finance, Optimizations, Blogging, Real Estate, Real Estate Transactions, Residential Homes, Optimization, Contract Negotiation, Public Speaking, Investments, Public Relations, Entrepreneurship, Selling, Negotiation, Client Services, Investment Properties, Marketing Strategy, Social Media Marketing, Management, Sales
Education
University of California, Berkeley
B.A., English
Redwood High School
Ross Elementary School
Re2you Inc. January 2010 - Present
Nokia Technologies August 2011 - December 2012
Google Family January 2009 - December 2011
McCann Worldgroup April 2007 - December 2009
WEA January 2005 - January 2006
CIBC World Markets January 2003 - December 2004
Skills
Start-ups, Software Development, Technical Leadership, Marketing Strategy, Entrepreneurship, Business Development, Programming, Business Intelligence, Social Media Marketing, IT Strategy, Product Development, Business Strategy, Consulting, Web 2.0, Social Media, CRM, Online Advertising, Social Media Measurement, New Business Development, Strategy, Product Management, Management, SaaS, Human Computer..., Strategic Partnerships, Mobile Devices, Cloud Computing, Web Development, Venture Capital, Digital Strategy, Business Planning, Project Management, SMB, Consumer Behaviour, Mobile Applications, Retaining Walls, Content Sourcing, Internet Content, Foreign Exchange, E-commerce, Management Consulting, Digital Marketing, Digital Media, Strategic Planning, Product Marketing, Advertising, Competitive Analysis, Online Marketing, Analytics, Market Research
Education
University of Florence 1998 — 2002
Master of Business Administration (MBA), Internationales Marketing, 1,8
University of Florence 1998 — 2001
Master of Business Administration (MBA), Internationales Marketing
Maple Leaf Foods Inc April 2015 - August 2015
CIBC World Markets May 2014 - August 2014
CIBC World Markets June 2013 - July 2013
CIBC World Markets December 2012 - January 2013
DV Trading November 2012 - December 2012
Skills
Capital Markets, Portfolio Management, Bloomberg, Financial Modeling, Fundraising, Economics, Management, VBA, Marketing, Modern Hebrew, Microsoft Excel, C Programming, Calculus, Microsoft Office, Financial Analysis, French, Investments, Trading, Finance, SAP, BPCS
Education
University of Guelph 2012 — 2016
Bachelor's Degree, Management, Economics and Finance
RBC September 2015 - Present
HSBC Bank Canada February 2013 - August 2015
CIBC World Markets January 2010 - April 2012
CIBC World Markets August 2006 - December 2009
TD Securities Inc. March 2006 - August 2006
Education
The University of Calgary 2002 — 2004
MBA, Finance
The University of Western Ontario 1992 — 1996
BSc (honours), Microbiology
CIBC February 2011 - June 2014
CIBC August 2009 - December 2010
Bank of Montreal September 2006 - March 2009
CIBC World Markets July 2005 - August 2006
Franklin Templeton Investments February 2000 - June 2005
Skills
SDLC, Business Analysis, Test Management, Project Management, MaxHire, User Acceptance Testing, Requirements Gathering, Requirements Analysis, Quality Center, Software Project..., Waterfall, Business Requirements, Testing, Data Warehousing, Software Documentation, Quality Assurance, Regression Testing, Microsoft SQL Server, Software Quality..., Business Process, Test Planning, ITIL, SQL, Software Development, Enterprise Architecture, Oracle, ETL, Test Automation, Unix, Manual Testing, Program Management, Visio
Education
1990 — 1995
Bachelor of Science
Liceul de Informatica "Gr. Moisil" Iasi 1986 — 1990
Bachelor of Science (B.Sc.)
CIBC World Markets May 2015 - Present
Vanderbilt University January 2015 - Present
Strategic Value Partners May 2014 - August 2014
Skills
Economics, Financial Analysis, Microsoft Office, PowerPoint, Teamwork, Market Research, Spanish, Social Networking, Microsoft Excel, Microsoft Word, Sales Presentations, Pitch Development, Creative Writing, Public Speaking
Education
Vanderbilt University 2012 — 2016
Bachelor of Science (BS), Economics, Spanish, Women and Gender Studies
Universidad Carlos III de Madrid 2014 — 2014
Spanish, Economics
Miss Porter's School 2008 — 2012
Walmart June 2008 - November 2014
Walmart August 2006 - June 2008
CIBC World Markets April 2005 - August 2006
CIBC World Markets May 2000 - April 2005
Bank of Jamaica July 1995 - April 2000
Skills
Account Reconciliation, Corporate Finance, Analytical Skills, Accounting, Problem Solving, Intuitiveness, Logical Approach, Facilitation, SAP, Retail Link,...
Education
The University of the West Indies, Mona
BS Accounting, Accounting
Good Night Sleep Coaching LLC May 2011 - Present
Museum of the History of Polish Jews June 2006 - June 2011
CIBC World Markets September 1998 - January 2003
Skills
Parent Coaching, Public Speaking, Non-profit Volunteering
Education
University College London, U. of London 1994 — 1995
M.Sc., Psychoanalytic Developmental Psychology
University of Massachusetts, Amherst 1990 — 1994
B.A., Comparative Literature
Alberta School of Business, University of Alberta August 2015 - Present
Habit - formerly Ignition Media April 2013 - July 2015
Pilates from the Center January 2012 - April 2013
Prairie Dog Media October 2011 - April 2013
CIBC World Markets May 2008 - April 2013
University of Alberta Marketing Association September 2010 - May 2011
WCB May 2007 - August 2007
Skills
Account Management, Project Management, Client Relations Skills, Team Leadership, Event Planning, Marketing Strategy, Strategic Planning, High Organizational..., Research, Interpersonal Skill, Social Media Marketing, Training, Marketing Material..., Web Content, Presentations, Priority Management, Marketing
Education
University of Alberta 2006 — 2011
Bachelor of Commerce, Marketing & Management
Home Trust Company April 2015 - Present
Kinross Gold Corporation December 2007 - Present
PricewaterhouseCoopers November 2005 - December 2007
Gap Inc. Canada 2002 - 2005
CIBC World Markets 2002 - 2003
Skills
Corporate Communications, Internal Communications, Editing, Project Management, Advertising, Strategic Communications, Marketing Communications, Crisis Communications, Press Releases, Communications Planning, Corporate Social..., Social Media, Speech Writing, Crisis Management, Thought Leadership, Employee Engagement, Content Development, Web Content Management, Change Management, Brand Management, Newsletters, Strategy, Reputation Management, Talent Management, Message Development, Leadership, Training, Stakeholder Engagement, Communication Training, Management
Education
University of Leicester 2000 — 2001
Masters, English/Victorian Studies
Trent University
Hons. B.A., English/History
International Monetary Fund January 2014 - Present
Ministry of Finance, Government of Liberia October 2010 - October 2012
CIBC World Markets August 2007 - June 2009
Education
School of Oriental and African Studies, University of London 2009 — 2010
MSc, Development Economics
University of Cambridge 2004 — 2007
BA, Economics
Delgany Associates January 2005 - Present
Inter-Tel, Inc. July 2002 - December 2004
CIBC World Markets June 2000 - July 2002
Avaya, Lucent, AT&T Bell Labs June 1980 - June 2000
Education
University of Illinois at Urbana-Champaign 1984 — 1986
MS, Electrical & Computer Eng.
Inlight Capital, LLC December 2009 - Present
HealthStrat Capital Advisors, LLC September 2009 - Present
Wellspring Partners October 2005 - September 2009
Huron Consulting Group 2005 - September 2009
MNA, Inc. 2000 - 2002
Wasserstein Perella 1999 - 2000
CIBC World Markets June 1997 - June 1999
Skills
Venture Capital, Strategy, Risk Management, Private Equity, Mergers & Acquisitions, Management Consulting, Financial Services, Financial Analysis, Finance, Corporate Finance, Investments, Mergers, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2005
mBA, Finance
Vanderbilt University 1995 — 1997
BS, Economics
The Lawrenceville School 1990 — 1993
Diploma
Eaglebrook School 1987 — 1990
Diploma
Bellicum Pharmaceuticals, Inc. 2014 - Present
University of Texas MD Anderson Cancer Center 2012 - 2014
CIT Group 2010 - 2012
Oppenheimer & Co. 2005 - November 2010
CIBC World Markets 2005 - 2008
JP Morgan 2004 - 2005
Amgen 2004 - 2004
Merrill Lynch 2000 - 2002
Deutsche Bank 1996 - 2000
Alex. Brown & Sons 1996 - 2000
Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Financial Modeling, LBO, Equities, Venture Capital, Corporate Finance, Private Placements, Corporate Development, Mergers, Due Diligence, Hedge Funds, Fixed Income, Investments, M&A experience, Leveraged Finance, Equity Research, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Financial Structuring, IPO, Emerging Markets, Investor Relations, Business Valuation, Strategy, Finance, Start-ups, Management, Executive Management, Financial Analysis, Acquisitions, Business Strategy, Strategic Planning, Business Development, Asset Management, Financial Advisory, Leadership, Banking, Entrepreneurship, Strategic Partnerships, Market Research, Management Consulting, Market Analysis, Financial Services, Commercialization, Analysis, Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
Yale University 1990 — 1994
Bachelor of Arts (B.A.), History
Strathcona-Tweedsmuir School 1985 — 1990
Steadfast Income REIT October 2012 - Present
Steadfast Income REIT October 2011 - Present
Thin Centers MD 2010 - 2011
Montecito Medical Investment Company 2004 - 2008
UDR 2001 - 2004
Sunrise Housing, LTD. 1999 - 2001
CIBC World Markets 1997 - 1999
Lincoln Property Company 1990 - 1997
Bonnet Resources Corporation 1989 - 1990
Commerce Savings Association 1983 - 1989
Skills
Finance
Education
Trinity University
BS, Finance
Northwestern Mutual Financial Network November 2001 - Present
CIBC World Markets 1991 - 2001
Education
University of Colorado Boulder
B.S. Psychology
CIBC World Markets September 2014 - Present
Euro Pacific Canada July 2013 - September 2014
The Marquee Group March 2012 - April 2013
Manulife Asset Management November 2005 - August 2010
Manulife Mutual Funds January 2005 - November 2005
Manulife Mutual Funds May 2004 - December 2004
Millennium Productions 1993 - 2003
Skills
Valuation, Mutual Funds, Financial Modeling, Asset Managment, Investments, Equities, Analysis, Financial Services, Leadership, Asset Management, Equity Research, Equity Valuation, Bloomberg, Investment Banking, Capital Markets, Economics, Analytics, Fixed Income, Finance, Mergers & Acquisitions, Investment Strategies, Trading, Private Equity, Asset Allocation, Corporate Finance, Derivatives, Hedge Funds, Financial Analysis
Education
University of Toronto - Rotman School of Management 2011 — 2013
MBA, Finance
The Marquee Group 2011 — 2012
CFA Institute 2006 — 2009
CFA Charter holder
Canadian Securities Institute 2003 — 2003
Canadian Securities Course
University of Guelph 1996 — 2001
Honours BA, Theatre, Business Administration
Ceres Energy Partners, LLC November 2013 - Present
Quintana Capital Group May 2006 - October 2013
Hunt Oil Company September 2003 - April 2006
CIBC World Markets May 2001 - July 2003
Skills
Corporate Finance, Natural Gas, Mergers, Energy, Financial Modeling, Private Equity, Oil & Gas Exploration, Acquisition Integration, Due Diligence, Finance, Acquisitions, Mergers & Acquisitions, Divestitures, Financial Structuring, Financial Analysis, Joint Ventures, Business Valuation, Investments, Venture Capital, Leveraged Finance, Private Placements, M&A experience, Alternative Investments, Portfolio Management, Corporate Development, LBO, Valuation, Start-ups, Energy Industry, Hedging, Commodity Markets, DCF, Asset Management, Risk Management, Restructuring, Emerging Markets, Equity Valuation, Funding, Equities, Derivatives, Capital Markets, Investor Relations, Project Finance, IPO, Commodity, Hedge Funds
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Business Administration, Finance
Maple Leaf Angels 2007 - Present
CIBC World Markets June 2000 - Present
Founding Member of CTFP November 1993 - June 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2006
CIMA, Investment Management
University of Toronto - Victoria University 1993 — 1996
BA, Economics
CIBC World Markets May 2008 - June 2011
University of Alberta Marketing Association September 2010 - May 2011
Workers' Compensation Board May 2007 - August 2007
Education
University of Alberta 2006 — 2011
Commerce with Distinction, Marketing & Management
Bessemer Venture Partners March 2014 - Present
Liquidnet March 2009 - March 2014
TIMSI July 1999 - March 2014
CIBC 2007 - 2009
Universal E-Business Solutions, LLC November 2005 - July 2008
CIBC World markets 1999 - 2002
Cantor Fitzgerald 1998 - 1999
Salomon Brothers 1988 - 1998
Salomon Bros 1988 - 1998
Skills
Vendor Management, Market Data, Data Center, Electronic Trading, Application Architecture, Disaster Recovery, IT Strategy, Trading Systems, Business Transformation, Due Diligence, Private Equity, Solution Architecture, Business Intelligence, ITIL, Project Management, Unix, Business Continuity, Governance, PMO, Infrastructure, SDLC, Business Analysis, Capital Markets, IT Management, Integration, Networking, Cloud Computing, Program Management, Network Security, Equities, System Administration, Management, Fixed Income, Enterprise Architecture, Sybase, Credit Derivatives, Trading, Equity Trading, Financial Services, Investment Banking, Derivatives
Education
University at Buffalo 1982 — 1986
BS, Business Administration
Byram Hills 1978 — 1982
Dundee Capital Markets December 2012 - Present
Haywood Securities March 2012 - December 2012
CIBC World Markets August 2011 - March 2012
Education
The University of Calgary 2006 — 2011
BComm, Finance
Canadian Securities Institute 2010 — 2010
Canadian Securities Course (CSC)
Rijksuniversiteit Groningen / University of Groningen 2010 — 2010
Exchange Program - Economics and Business
Geller Biopharm Inc April 2008 - Present
Rodman & Renshaw February 2006 - March 2008
CIBC World Markets May 1994 - January 2006
Previous 1971 - 1994
Education
University of California, Berkeley 1971 — 1974
Ph.D., Computer Science
Yale University 1965 — 1969
BA, Mathematics
University of California, San Diego
Masters, Mathematics
Bank of Montreal January 2008 - Present
CIBC World Markets September 2007 - December 2007
Etrade Financial January 2007 - July 2007
Aviva Canada Inc October 2005 - December 2006
Dominion Voting Systems Corporation May 2005 - July 2005
Government Of Ontario (EBC) July 2003 - April 2005
TSX Group November 2001 - July 2003
IBM Global Services (Canada) February 2000 - July 2001
Nortel Networks 1998 - 1999
Skills
SDLC, Enterprise Architecture, Agile Methodologies, SOA, Requirements Analysis, Integration, Solution Architecture, UML, Java Enterprise Edition, Unix, Business Analysis, Architecture, Requirements Gathering, Business Process, Process Improvement, Project Management, Virtualization, Weblogic, Software Development, Disaster Recovery, Software Project..., Application Architecture, Scrum, Testing, IT Strategy, Quality Assurance, Websphere, Databases, Enterprise Software, RUP, Design Patterns, Software Design, Security, ITIL, Software Documentation, JMS, ClearCase, Agile Project Management, OOP, SharePoint, IT Management, PMO, Visio, MS Project, PMP, Architectures
Education
Univerzitet u Beogradu
BScEE, Electrical Engineering and Computer Science
Markit June 2002 - Present
TD Securities June 1995 - March 2000
CIBC World Markets October 1993 - June 1995
Skills
Fixed Income, Management, Credit Derivatives, Equities, Swaps, Capital Markets, Derivatives, Hedge Funds, Trading Systems, Financial Markets, Financial Risk, Bonds, Structured Products, Equity Derivatives
Education
University of Delaware 1969 — 1973
BA, Economics
Thomas McKean High School 1967 — 1969
TKC & Associates Property Management 1994 - Present
Homelife New World Realty Inc., Brokerage 2005 - 2014
CIBC World Markets 1999 - 2001
Sonesta Books Ltd 1991 - 1996
Sonesta Developments 1991 - 1996
Skills
Real Estate, Property Management, Single Family Homes, Investment Properties, Residential Homes, Condos, Property, Investments, Management, Real Estate Financing, Construction, Finance, Landlords, Sellers, Relocation, First Time Home Buyers, Renovation, Buyer Representation, Referrals, Commercial Real Estate, Real Estate Transactions, Negotiation
Education
University of Alberta
B SC, Engineering
Divorce Planning of Austin, Financial Analysis and Consulting for Divorce February 2012 - Present
Silicon Hills Wealth Management February 2013 - Present
Capital Analyst January 2012 - January 2013
Austin Asset Management Company June 2010 - December 2011
University of Texas September 2004 - August 2010
UBS London June 2000 - November 2001
Dresdner Kleinwort March 1999 - June 2000
CIBC World Markets October 1991 - October 1998
Skills
Investments, Strategic Financial..., Private Equity, Finance, Financial Advisory, Investment Management, Financial Services, Financial Planners, Banking, Insurance, Restructuring, Tax, Financial Structuring, Credit Risk, Personal Financial..., Bonds, Valuation, Financial Modeling, Asset Management, Mergers & Acquisitions, Financial Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1983 — 1987
BBA/MBA, Finance
The Madison Square Garden Company March 2008 - Present
CIBC World Markets May 2007 - March 2008
CBS Corporation November 2005 - May 2007
Skills
Financial Planning, Competitive Analysis, Accounting, Financial Reporting, TM1, Cognos ReportNet, Crystal Reports, Oracle E-Business Suite, Financial Analysis, Valuation, General Ledger, Financial Statements, Budgets, Forecasting, Microsoft Office, Financial Modeling, Variance Analysis, QuickBooks, Cash Flow Forecasting, Outlook, Corporate Finance, Analysis, Strategic Financial...
Education
State University of New York at Buffalo 2001 — 2005
Bachelor of Science (B.S.), Finance
Scotia Capital January 2011 - Present
Scotia Capital February 2010 - February 2011
CIBC World Markets March 2008 - February 2010
Wolverton Securities May 2007 - December 2007
Lanmark Engineering June 2006 - May 2007
ViRexx Medical Corp. May 2005 - January 2006
Lanmark Engineering September 2003 - August 2004
TNO 2000 - 2001
Skills
Equity Research, Energy, Financial Modeling, Valuation, Capital Markets, Project Management, Equities, Corporate Finance, Equity Valuation, Financial Analysis, Microsoft Excel, Petroleum, Risk Management, Portfolio Management, Bloomberg, Financial Markets, Derivatives, Fixed Income, DCF
Education
University of Alberta 2004 — 2006
MBA, Finance
University of Alberta 1998 — 2003
Bachelors of Science, Mechanical Engineering Co-op
Citrix January 2014 - Present
Framehawk Inc. (acquired by Citrix) September 2008 - January 2014
Barclays Global Investors January 2007 - August 2008
CIBC 2004 - 2007
CIBC World Markets 2002 - 2004
Nortel Networks 2000 - 2002
Clarify 1997 - 2000
NASA 1990 - 1997
Skills
Cloud Computing, Enterprise Architecture, SaaS, Enterprise Software, Virtualization, Data Center, Professional Services, IT Strategy, Mobile Devices, Software Development, Software Engineering, Strategy, Start-ups, Architecture, Agile Methodologies, Solution Architecture, Entrepreneurship, Infrastructure
Education
University of California, Berkeley 1988 — 1992
BS
Super G Funding, LLC September 2014 - Present
Intermix Capital Partners June 2008 - Present
MCP Capital Management LLC January 2003 - June 2008
CIBC World Markets 1999 - 2002
Skills
Private Equity, Entrepreneurship, Mergers, Investment Banking, Capital, Management, Portfolio Management, Strategic Planning, Finance, Strategy, Business Planning, Sales Management, Start-ups, Business Development, Management Consulting, Venture Capital, Financial Structuring, Investments, Business Strategy, Due Diligence, New Business Development, Marketing, Strategic Partnerships, Business, Executive Management
Education
Tulane University 1996 — 1999
Bachelor of Science (B.S.), Management
University of Cambridge 1998 — 1998
Economincs
CIBC World Markets July 2014 - Present
Skills
Variance Analysis, Analysis, Finance, Internal Audit, Accounting, Management, Program Management, Financial Analysis, Account Reconciliation, Auditing, IFRS, Financial Reporting, Derivatives, Financial Services, Banking
Education
University of Houston, C.T. Bauer College of Business 1998 — 2000
MBA, Accounting / Management
CIBC World Markets January 2014 - Present
CIBC World Markets April 2011 - December 2013
Merrill Lynch January 2010 - March 2011
Bank of America October 2007 - April 2009
Bank of America February 2006 - October 2007
Goldman Sachs January 2004 - February 2006
Skills
Exotics, Exotic Derivatives, Volatility, Commodities, Indices, FX Options, Structured Products, Financial Modeling, Mathematical Modeling, VBA, C++, Structuring, Interest Rate..., Structured Commodity...
Education
University College London, U. of London 1999 — 2003
MEng, Electronic Engineering with Computer Science
Hurley Capital, LLC August 2003 - Present
Emancipation Capital July 2003 - December 2009
SG Cowen July 2000 - March 2003
CIBC World Markets February 2000 - July 2000
First Union Securities 1999 - 2000
Trafigura AG May 1995 - May 1999
Marc Rich + Co February 1993 - March 1994
Glencore February 1992 - February 1993
Skills
Hedge Funds, Alternative Investments, Equities, Financial Modeling, Investments, Valuation, Asset Managment, Investment Management, Securities, Equity Research, Venture Capital, Investment Strategies, Real Estate, Investment Banking, Financial Analysis, Asset Management, Retirement Planning, Portfolio Management, Finance, Fixed Income, Commodity
Education
Tufts University 1987 — 1991
Bachelor of Arts (BA), English and German Area Studies
Horace Mann 1985 — 1987
High School
Frisch School 1983 — 1985
Yeshiva High School
Bi-Cultural Day School 1974 — 1983
CIBC World Markets July 2008 - March 2013
CIBC World Markets August 2007 - July 2008
BearingPoint 2004 - 2005
Deloitte & Touche 2002 - 2004
Skills
Financial Modeling, Capital Markets, Derivatives, Corporate Finance, Valuation, Fixed Income, Investment Banking, Equities, Structured Finance, Equity Research, Financial Analysis, Private Equity, Portfolio Management, Management Consulting, Securitization, Bloomberg, Risk Management, Due Diligence, Hedge Funds, Trading, Financial Structuring, Options, Structured Products, Emerging Markets
Education
University of Toronto - Rotman School of Management 2005 — 2007
MBA, Finance
Tufts University 2000 — 2001
MA, Economics
Tufts University 1996 — 2000
BA, Economics
International School Manila 1992 — 1996
High School
SMBC Nikko Securities America, Inc. January 2015 - Present
Macquarie Group July 2014 - December 2014
Bank of America March 2010 - July 2014
KBC Financial Products July 2008 - September 2010
KBC Financial Products March 2003 - June 2008
Cazenove February 2002 - February 2003
CIBC World Markets January 2000 - December 2001
Skills
Equities, Financial Modeling, Bloomberg, Portfolio Management, Valuation, Alternative Investments, Financial Markets, Asset Management, Investments, Financial Analysis, Corporate Finance, Private Equity, Investment Management, Capital Markets, Equity Research, Investment Banking, Banking, Hedge Funds, Risk Management, Derivatives, Fixed Income, Trading Systems
Education
CFA Institute 2005 — 2007
CFA Charter
Securities Institute of Australia 1998 — 2002
Graduate Diploma in Applied Finance & Investment
The University of Western Australia 1995 — 1999
Bachelor of Commerce; Honors 1st Class
Emerald Crest Capital January 2010 - Present
The Catalina Group January 2006 - May 2010
CIBC World Markets 2004 - 2006
Morrison & Foerster LLP October 1997 - July 2002
Skills
Private Equity, Mergers, Corporate Finance, Investment Banking, Due Diligence, Valuation, Venture Capital, Capital Markets, Financial Modeling, Equities, Investments, Restructuring, Hedge Funds, Financial Analysis, Business Strategy, M&A experience, Business Valuation, IPO, Asset Managment, Derivatives
Education
University of Oxford - Said Business School 2002 — 2003
Master of Business Administration (MBA), Finance, General
University of Iowa 1993 — 1997
Doctor of Law (J.D.), Law
University of California, Santa Barbara 1988 — 1993
Bachelor's degree, Law & Society
Intuit 2012 - Present
Oppenheimer & Co. 2008 - 2011
CIBC World Markets 2003 - 2008
Kelling, Northcross & Nobriga 2002 - 2003
Deutsche Bank 2000 - 2002
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Corporate Development, Equities, Bloomberg, Financial Analysis, M&A experience
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2008
MBA
University of California, Berkeley, Haas School of Business 1996 — 2000
BS, Business
Park West Asset Management January 2006 - Present
Symmetry Capital Management January 2004 - December 2005
CIBC World Markets 2000 - 2002
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), Economics
REP 1 Sports Group PartnerREP 1 Sports2006 - Present
Tollner, Moon & Steinberg 2002 - 2006
Tollner Sports Management 1999 - 2002
CIBC World Markets 1998 - 1999
Education
University of California, Berkeley
J.P. Morgan October 2008 - February 2015
Natixis Capital Markets N.A. March 2003 - June 2007
CIBC World Markets January 1989 - March 2003
Chase Manhattan Corporation 1981 - 1988
Skills
Portfolio Management, Investment Banking, Investments, Structured Finance, Finance, Due Diligence, Financial Structuring, Capital Markets, Financial Services, Management, CRM, Credit, Banking, Credit Risk, Fixed Income, Credit Analysis, Securitization, Asset Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Wharton School-University of Pennsylvania, Finance, General
University of Denver
BA, Psychology
Surveyor Capital April 2012 - Present
Morgan Stanley January 2008 - April 2012
CIBC World Markets April 2005 - 2008
Bear Stearns July 2001 - April 2005
Skills
Hedge Funds, Valuation, Equity Research, Equities, Asset Managment, Investments, Bloomberg, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Equity Valuation
Education
Union College 1997 — 2001
BS, Biochemistry
Mohawk Industries December 2010 - Present
Mohawk Industries October 2007 - December 2010
CIBC World Markets October 1998 - November 2006
CIBC Inc February 1991 - October 1998
CIBC August 1987 - February 1991
CIBC September 1984 - July 1987
CIBC July 1981 - September 1984
Skills
Change Management, Team Building, Project Management, Business Process..., Business Analysis, Financial Analysis, Budgets, Accounting, Business Process, Credit, Portfolio Management, Analysis, Management, Finance, Auditing, Loans, Leadership, SDLC, Requirements Analysis, Training, Internal Controls, ERP, Software Documentation, Requirements Gathering, Process Improvement, Internal Audit, Vendor Management, Contract Management, Visio, Cross-functional Team..., Six Sigma, SAP, Business Intelligence
Education
University of Calgary 1977 — 1981
Bachelor of Commerce, Organizational Behavior and Design
CIBC World Markets January 2015 - Present
Skills
Valuation, Capital Markets, Asset Management, Due Diligence, Financial Structuring, Real Estate, Commercial Real Estate
Education
Trinity College, Dublin 2000 — 2004
Bachelor of Arts (BA)
BNP Paribas October 2014 - Present
CIBC World Markets October 2013 - September 2014
CIBC World Markets June 2013 - October 2013
UBS Investment Bank, Singapore 2007 - 2013
UBS Investment Bank, London UK 2006 - 2008
Skills
Trading, FX Options, Emerging Markets, Foreign Exchange, Derivatives, Capital Markets, Fixed Income, Investment Banking, Financial Markets
Education
University College London, U. of London
Bachelor's Degree, Economics
Anderson Junior College
GCE A Levels
Saint Joseph's Institution
GCE O Levels
Freestone Capital Management January 2009 - Present
CIBC World Markets April 2004 - May 2008
Reuters May 1999 - September 2002
Lehman Brothers August 1994 - June 1997
Skills
Investments, Investment Banking, Corporate Development, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Venture Capital, Valuation, Equities, Due Diligence, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
Master of Business Administration (MBA)
Washington University in St. Louis 1990 — 1994
BA, Economics & History
Landon School 1984 — 1990
Arctic Zero, Inc. January 2010 - Present
Huntsman Gay Capital Partners, LLC December 2007 - December 2009
CIBC World Markets April 2005 - December 2007
Skills
Leadership, Management, Business Strategy, Consumer Products, Private Equity, Operations Management, Start-ups, Strategy, Mergers & Acquisitions, Sales, Marketing, Financial Modeling, LBO, Valuation, Investment Banking, Venture Capital, Corporate Finance, M&A experience, Equities, Hedge Funds, Leveraged Finance, Capital Markets, Corporate Development, Private Placements, Divestitures, Due Diligence, Finance
Education
University of Pennsylvania 2003 — 2004
MA, Economics
University of California, Irvine 1997 — 2001
BA, Economics, Political Science
Sunny Hills High School
Keefe, Bruyette & Woods August 2007 - Present
sf 2007 - 2011
CIBC World Markets September 2003 - August 2007
Skills
Equities, Valuation
Education
University College Dublin
Accounting and Finance
Oppenheimer & Co. Inc. March 2011 - Present
Oppenheimer & Co. Inc. March 2008 - March 2011
CIBC World Markets February 1997 - February 2008
Skills
Trading Systems, Fixed Income, Equities, SDLC, IT Strategy, Windows, Risk Management, PMO
Education
State University of New York at Buffalo 1992 — 1996
BS, Management Information Systems
OFS Management May 2013 - July 2014
CEDLI 2007 - May 2013
OFSC, Inc. 2004 - 2007
CEDLI 1999 - 2004
CIBC World Markets 1987 - 1998
Skills
Loans, Financial Analysis, Commercial Lending, Credit, Banking, Commercial Banking, Mergers, Portfolio Management, Credit Analysis, Due Diligence, Investments, Strategic Planning, Consumer Lending, Mortgage Lending, Small Business Lending, Corporate Finance, Cash Management, Underwriting, Financial Structuring, Investment Banking, Finance, Mergers & Acquisitions, Funding, Loan Origination, Credit Risk, Executive Management
Education
University of Southern California
B.S., Accounting
University of Houston
M.B.A., Business Administration
Morgan Stanley May 2004 - Present
CIBC World Markets 2000 - 2004
Bankers Trust 1991 - 2000
Education
NYU Stern School of Business
Master of Business Administration (MBA)
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
ATB Financial April 2006 - Present
CIBC World Markets May 1979 - April 2006
Skills
Commercial Banking, Credit, Commercial Lending, Loans, Credit Analysis, Banking, Mortgage Lending, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Risk, Financial Structuring, Risk Management, Credit Risk, Financial Analysis, Investments
Education
University of Alberta 1975 — 1979
T.R. Winston & Company June 2014 - Present
FAB Advisors May 2012 - Present
H.C. Wainwright & Co., LLC September 2013 - June 2014
Rodman & Renshaw January 2006 - May 2012
Rodman & Renshaw Capital Group, Inc. and subsidiaries January 2006 - May 2012
CIBC World Markets 2001 - 2005
Piper Jaffray 1998 - 2001
U.S. Bancorp Piper Jaffray 1998 - 2001
Skills
Investment Banking, Venture Capital, Valuation, Corporate Finance, Due Diligence, Mergers, Capital Markets, Equities, Investments, Corporate Development, Private Equity, Investor Relations, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Business Strategy, Business Valuation, Capital, Capital Raising, Competitive Analysis, Deal Execution, Deal Sourcing, Emerging Markets, Entrepreneurship, Equity Capital Markets, Equity Trading, Equity Research, Equity Valuation, Executive Management, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Funding, Growth Capital, Hedge Funds, IPO, Investment Strategies, Joint Ventures, LBO, M, Management, Mergers, Portfolio Management, Private Placements, Restructuring, Securities, Series 7, Special Situations
Education
University of California, Berkeley 1987 — 1991
Anthropology with a focus on Material Culture (Archaeology)
Andover 1984 — 1987
Allen-Stevenson 1978 — 1984
National Bank of Canada September 2014 - Present
CIBC World Markets August 2012 - August 2014
TD Energy Advisors August 2008 - August 2012
Ryder Scott Company October 2004 - August 2008
Landmark Graphics March 2003 - October 2004
Anderson Exploration 1999 - 2000
Skills
Petroleum, Reservoir Management, Energy, Petroleum Engineering, Project Management, Oil/Gas, Business Analysis
Education
Divine Bliss 2014 — 2015
Reiki Master & Teacher Certification
University of Calgary 1995 — 2000
BSc, Chemical Engineering
The Seaport Group November 2011 - Present
MF Global October 2011 - November 2011
Miller Tabak Roberts Securities, LLC September 2010 - April 2011
Cantor Fitzgerald 2008 - 2010
SAC Capital 2007 - 2008
Calyon 2005 - 2007
Gramercy Advisors LLC 2003 - 2004
CIBC World Markets 1995 - 2003
Valores Finamex 1993 - 1995
Skills
Fixed Income, Emerging Markets, High Yield, Securities, Trading, Capital Markets, Bonds, Options, Derivatives, CDS, Structured Products, Hedge Funds, Equities, Credit Derivatives, Bloomberg, Credit, Alternative Investments, Financial Markets, Swaps, Investment Banking, Electronic Trading, Series 63
Education
Union College 1986 — 1990
BA, Economics
CIBC World Markets September 2011 - Present
CIBC World Markets August 2008 - August 2011
Ontario Financing Authority April 2007 - September 2007
Scotiabank April 2006 - December 2006
Skills
Electronic Trading, Trading Strategies, Capital Markets, E-commerce, Investments, Investment Management, Portfolio Management, Derivatives, Bloomberg, Fixed Income, Options, Financial Markets, Trading, FX Options
Education
CFA Institute 2008 — 2010
Chartered Financial Analyst (CFA)
Canadian Securities Institute 2005 — 2008
Canadian Investment Manager (CIM)
University of Guelph 2003 — 2008
Bachelor of Commerce, Honours Economics & Finance (Co-op)
Barrie North Collegiate
High School
Forbes & Manhattan Group May 2010 - Present
Cormark Securities October 2005 - April 2010
CIBC World Markets 1998 - 2006
Education
Université de Sherbrooke 1995 — 1998
Sherbrook University
Safir cabinet de services financiers November 2014 - Present
SFL Partenaire de Desjardins Sécurité financière December 2013 - October 2014
RBC Wealth Management June 2011 - December 2012
CIBC World Markets August 2006 - April 2011
CIBC Wood Gundy August 2005 - September 2006
Skills
Financial Analysis, Investments, Due Diligence, Financial Planning, Portfolio Management, Banking, Financial Services, Investissements
Education
Université du Québec à Montréal 2001 — 2004
bachlier, administration finance
Université du Québec 1999 — 2004
bac, admimistration, actuaria, accounting
ART Advisors, LLC November 2012 - Present
New York Titans Baseball Club January 2009 - Present
Morgan Stanley April 2010 - September 2011
Thomson Reuters April 2009 - February 2010
CIBC World Markets February 2008 - November 2008
Bank of America September 2006 - February 2008
GFI Group May 2005 - August 2006
Computer Sciences Corporation 2001 - 2005
Skills
Unix, Solaris, Apache, Shell Scripting, DNS
Education
University of California, San Diego 1994 — 1997
Bachelor of Arts (BA), Computer Science
LStar Capital April 2015 - Present
Solar Capital January 2007 - September 2014
CIBC World Markets January 1995 - January 2007
The Argosy Group 1992 - 1994
Merrill Lynch & Co. 1989 - 1992
Skills
Credit, Private Equity, Portfolio Management, Corporate Finance, Fixed Assets
Education
Tufts University 1985 — 1989
BA, Mathematics
Axiom Capital Corporation May 2008 - Present
UBS 2000 - 2008
CIBC World Markets March 1997 - March 2000
AIG Global Real Estate Investment Corp. 1992 - 1997
Education
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Accounting
Bank of America Merrill Lynch March 2011 - Present
Merrill Lynch 2010 - April 2011
AIG April 2009 - October 2009
CIBC World Markets May 2000 - March 2009
Skills
Data Warehousing, Business Intelligence, SDLC, Oracle, SQL, Microsoft SQL Server, Databases, Risk Management, Cognos, .NET, Project Management, Visual Basic, Capital Markets, Credit Risk, OLAP, Java Enterprise Edition, Basel II, Data Analysis, Performance Tuning, Dimensional Modeling, SQL Tuning, Business Analysis, Solution Architecture, Enterprise Architecture, Software Project..., ETL, Requirements Gathering, Data Modeling
Education
A Chinese National Math Olympiad Winner
Nanjing University
Bachelor of Science
University of Arizona
Master of Science
Prologis 2000 - 2014
CIBC World Markets 1999 - 1999
J.P. Morgan 1998 - 1998
The O'Connor Group, Inc. 1995 - 1997
Claritas (National Decision Systems) 1990 - 1995
Skills
Property Management, Financial Analysis, Valuation, Analysis, Real Estate Economics, Market Research, Leadership, Financial Modeling, Business Intelligence, Real Estate Transactions, Strategy, Commercial Real Estate, Corporate Real Estate, Marketing, Sales Management, Competitive Analysis, Market Analysis, Real Estate, Disposition, Asset Management, Investments, Portfolio Management, Location Intelligence, Analytics, Due Diligence, Asset Managment, Real Estate Development, Business Development
Education
University of California, San Diego 1984 — 1989
Quantitative Economics, Economics
CIBC World Markets June 1990 - Present
Signet Bank May 1987 - May 1990
Skills
Financial Analysis, Customer Service, Administrative..., Financial Modeling, Account Management, Corporate Finance, Due Diligence, Mergers & Acquisitions, Budgets, Investments, Investment Banking, Accounting, Equities, Valuation, Bloomberg, Sales Management, Team Building, Capital Markets, Risk Management
Education
Tyler Junior College 1973 — 1975
Associates, Business
CIBC World Markets May 1995 - Present
CIBC May 1995 - Present
Skills
Capital Markets, Derivatives, Fixed Income, Bloomberg, FX Options, FX Hedging
Education
University of Auckland 1987 — 1990
Bachelor's Degree, Commerce (Economics), Arts (Political Science)
Thomson Reuters November 2011 - Present
Oppenheimer & Co. April 2011 - October 2011
Sabattical 2009 - 2010
CJS Securities March 2008 - October 2008
Merrill Lynch March 2005 - February 2008
Sabattical July 2002 - February 2005
CIBC World Markets February 2000 - June 2002
Bank of Bermuda (HSBC) May 1997 - January 2000
Skills
Equity Research, Financial Modeling, Equity Valuation, Portfolio Management, Derivatives, Competitive Analysis, Analysis, Investment Management, Bonds, Fixed Income, Capital Markets, Hedge Funds, Financial Markets, Investment Banking, Alternative Investments, DCF, Asset Management, Treasury Management, Securities, Valuation, Equities, Financial Services, Forecasting, Trading, Options, Corporate Finance, Investor Relations, Bloomberg, Risk Management, Investments, Financial Analysis, Finance, Management, Banking, Strategy, Mergers & Acquisitions, Mutual Funds, Private Equity, Due Diligence
Education
Thunderbird School of Global Management
Master of Business Administration, Finance and Financial Management Services
University of Arizona
Bachelor of Science, Finance
NavaTel LLC June 2000 - Present
InDepth Financial Advisors LLC June 2000 - Present
CIBC World Markets June 1995 - April 2000
Education
Tufts University - The Fletcher School of Law and Diplomacy 1974 — 1976
PhD ('82), International Economics
Transalta April 2012 - July 2015
CIBC November 2007 - April 2012
CIBC World Markets February 1999 - November 2007
Skills
Derivatives, Hedging, Trading, Commodity, Capital Markets, Options, Commodity Markets, Structured Products, FX Options, Commodity Risk..., Proprietary Trading, Equity Derivatives, Valuation, Fixed Income, Trading Systems, Swaps, Financial Markets, Financial Risk, Bloomberg, Market Risk, Equities, Trading Strategies, Portfolio Management, Financial Structuring, Energy, Investments, Financial Analysis, Currency, Financial Modeling, Risk Management, Electronic Trading, Corporate Finance, Energy Markets, Management, Mergers, Natural Gas, Finance, Asset Management, Business Strategy, Hedge Funds, Investment Banking
Education
University of Calgary 1987 — 1991
Bachelor’s Degree, Economics
CIBC World Markets November 2002 - December 2009
Colliers-International 1995 - 2002
Skills
Investments
Education
Université Laval
BA, Business
Apotex Inc. July 2012 - Present
Apotex Inc. June 2010 - September 2012
Apotex Inc. May 2008 - September 2011
CIBC World Markets January 2000 - December 2005
Skills
SAP, Customer Service, Analysis, Business Analysis, Change Management, Cross-functional Team..., Data Analysis, Forecasting, GMP, Management, Pharmaceutical Industry, Process Improvement, Product Launch, Project Management, SAP R/3, SOP, Sales Operations, Strategic Planning, Validation, Supply Chain, Quality Assurance
Education
University of Guelph 1994 — 1998
B.Sc.
CIBC World Markets December 2014 - Present
FirstEnergy Capital Corp May 2011 - June 2014
FirstEnergy Capital Corp. January 2010 - September 2010
JP Morgan January 2009 - December 2009
Education
The University of Calgary
Bachelor of Commerce (B.Com.), Finance, General
Olds Jr./Sr. High School
CIBC World Markets 2013 - Present
GMP Securities 2010 - 2013
Peters & Co. Limited 2009 - 2010
Petro Andina Resources 2009 - 2009
Deloitte 2007 - 2008
Education
University of Calgary 2003 — 2009
Bachelor of Commerce, Finance
University of Calgary 2003 — 2009
Bachelor of Arts, Political Science
Hewlett-Packard August 2015 - Present
Hewlett-Packard October 2012 - July 2015
Merrill Lynch September 2006 - October 2011
Bank of America January 2002 - September 2006
CIBC World Markets February 2001 - October 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Financial Structuring, Bloomberg, Bonds, Leveraged Finance, Hedge Funds, Portfolio Management, Financial Modeling, Product Development, Loan Origination, Capital Structure, Interest Rate Risk..., FX Hedging, Economic Research, Credit Analysis, Credit Risk, Foreign Exchange Risk..., Valuation Modeling, FX trading, FX Options
Education
University of California, Berkeley 2012 — 2012
Evening/Weekend Extension Program, Finance
University of California, Los Angeles 1997 — 2002
BA, Economics
Flite Banking Centers March 2009 - Present
V. V. Swartz & Company, LLC March 2008 - March 2009
Morgan Keegan May 2006 - February 2008
Dennard Rupp Gray & Lascar, LLC June 2005 - June 2006
Safari Hardwoods, LLC November 2003 - June 2005
CIBC World Markets September 1999 - December 2002
Jefferies & Company December 1997 - September 1999
Dillon, Read & Company, Inc. March 1997 - December 1997
Jefferies & Company May 1994 - March 1997
Skills
Financial Modeling, Investor Relations, Valuation, Investment Banking, Equity Research, Energy, Project Finance, Capital Markets, Private Equity, Corporate Development, Venture Capital, Mergers & Acquisitions, Due Diligence, Financial Services
Education
University of Houston 1994 — 1996
BBA in Finance
Braga Corp June 2011 - Present
ICAP April 2011 - March 2012
Instinet Corporation March 2008 - March 2011
CIBC World Markets February 2006 - March 2008
Skills
Series 7, Bloomberg, Equities, Trading, Electronic Trading, Series 63, Foundations, Deep Foundations, Pile Foundations, Excavation, Reinforced Concrete, Trading Systems, Hedge Funds, Options
Education
State University of New York at Albany 2001 — 2005
Bachelors
monsignor farrell
Countryside Ventures LLC April 2005 - Present
Countryside Power Income Fund 2004 - 2008
U.S. Energy Systems, Inc. 2002 - 2004
CIBC World Markets 1993 - 2001
Sumitomo Trust and Banking 1989 - 1993
Skills
Mergers, Mergers & Acquisitions, Executive Management, Risk Management, Renewable Energy, Capital Markets, Corporate Finance, Business Development, Banking, Energy, Strategic Planning, Finance, Investment Banking, Entrepreneurship, Business Strategy, Management, Venture Capital, Due Diligence, Private Equity, Valuation, Structured Finance, Financial Modeling, Start-ups
Education
The University of Texas at Austin 1981 — 1985
BA, Economics and Finance
Macquarie Capital May 2011 - Present
Regal Capital November 2009 - May 2011
Credit Suisse April 2006 - August 2008
CIBC World Markets September 1998 - April 2006
Schroders & Co April 1997 - August 1998
Education
University of California, Berkeley
BA, Economics
Caisse Centrale Desjardins 2013 - Present
CIBC World Markets 2010 - 2013
Laurentian Bank 2006 - 2010
Laurentian Bank 2003 - 2006
Laurentian Bank 2001 - 2003
Skills
Capital Markets, Bloomberg, Derivatives, Portfolio Management, Banking, Financial Analysis, Equities, FX Swaps, Fixed Income, Sales
Education
Market Technicians Association
CMT Level 1 & 2
Université du Québec à Montréal
Baccalauréat, Finance, général
CIBC August 2013 - Present
CIBC February 2011 - August 2013
CIBC World Markets 1995 - 2011
CIBC WORLD MARKETS 1992 - 1995
Skills
Business Analysis, Business Intelligence, SDLC, Data Modeling, ETL, Data Warehousing, Risk Management, Data Quality, Project Management, VBA, Informatica, Investments, Master Data Management, Project Portfolio..., Data Management, Data Integration, Data Governance, Microsoft SQL Server, Banking, SQL, Visio, IT Strategy, Business Relationship..., Requirements Gathering, Decision Management, People Management, People Development, Staff Development
Education
University of Guelph 1976 — 1979
BA, Geography
Riverdale Collegiate Institute 1972 — 1976
Inter-Canada Fisheries August 2010 - Present
CIBC World Markets July 2008 - July 2009
Skills
Entrepreneurship, Small Business, Start-ups, New Business Development, Marketing Strategy, Business Strategy, Online Marketing, Sales Management, E-commerce, Online Advertising, Marketing, Business Planning, SEO, Interim Management, Strategic Planning
Education
University of Guelph 2004 — 2008
Bachelor of Commerce (BCom), Finance and Economics
University of Guelph 2003 — 2007
Bachelor of Commerce (BCom), Finance & Economics
SAC
SAC
Okumus Fund Management 2005 - Present
CIBC World Markets 2004 - 2005
Act II Capital 2003 - 2003
Arthur Andersen 1998 - 2002
Skills
Equities, Equity Research, Financial Modeling, Investments, Financial Analysis, Valuation, Buy-side, Asset Management, Derivatives, Research
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of Richmond - Robins School of Business 1994 — 1998
Bachelor of Science, Accounting and International Business
University of Bath 1997 — 1997
International Business
RBC Capital Markets April 2015 - Present
CIBC World Markets February 2011 - March 2015
CIBC World Markets February 2009 - January 2011
UBS Investment Bank January 2008 - December 2008
BP April 2006 - August 2006
Education
University of Alberta
CIBC World Markets May 1997 - Present
Skills
Treasury Management, FX Options, Corporate Finance, Financial Modeling, Banking, Investment Banking, Market Risk, Trading, Risk Management, Financial Analysis, Financial Risk, Investments, Portfolio Management
Education
University of Guelph
MA Economics
Experienced Financial Market Professional November 2010 - Present
CIBC World Markets January 1994 - November 2010
CIBC World Markets October 1989 - November 2010
Cowen and Company 1993 - 1999
WOOD GUNDY INC January 1989 - January 1994
Skills
Trading, Institutional, Equities, Customer Relations, Electronic Trading, Series 7, Trading Strategies, Financial Markets, Currency, Buy-side, Sell Side, Capital Markets, Traders, Series 63, Series 24, Oasys, Bloomberg
Education
University of Guelph
Bachelors of Arts, History and Politics
JOG Capital June 2014 - Present
JOG Capital January 2010 - June 2014
CIBC World Markets May 2009 - September 2009
Schachter Asset Management Inc. May 2005 - May 2008
AMEC June 2003 - May 2005
Education
CFA Institute 2011 — 2011
The University of Calgary 2008 — 2010
MBA, Finance
University of Alberta 1998 — 2003
Engineering, Civil
RBC February 2010 - Present
CIBC November 2008 - February 2010
CIBC August 2002 - November 2008
CIBC World Markets 2001 - 2002
Credit Lyonnais Portugal February 1998 - September 2000
TD Waterhouse January 1996 - January 1998
Merit Investment Corporation 1994 - 1996
Skills
Credit Risk, Capital Markets, Derivatives, Credit, Banking, Trading, Options, Valuation, Risk Management, Fixed Income, Market Risk, Portfolio Management, Investment Banking
Education
BDP/ISEG/UNL 2000 — 2000
Post Graduation, Risk Management and Derivatives
Universidade Nova de Lisboa 1982 — 1987
Licenciatura, Economics
CIBC World Markets August 2014 - Present
CFA Institute September 2013 - March 2014
CIBC World Markets May 2013 - August 2013
SIACharts.com May 2012 - July 2012
TransCanada Turbines April 2011 - August 2011
Skills
Customer Service, Financial Modeling, Valuation, Strategic Planning, Mergers & Acquisitions, Research, Analysis, Financial Analysis, Sales, Corporate Finance, Microsoft Excel
Education
The University of Calgary 2009 — 2014
Bachelor of Commerce (B.Com.) With Distinction, Finance, Finance
Investment Banking Institute 2012 — 2012
Bowness High School 2006 — 2009
Ontario Ministry of the Environment 2006 - Present
Ministry of Community Safety and Correctional Services 2004 - 2006
CIBC World Markets 1994 - 2003
Yugoslav Chamber of Economy, Board for International Economic Relations with Western World Countries 1981 - 1993
Skills
Strategic Communications, Stakeholder Engagement, Business Analysis, Analysis, Government, Project Management, International Relations, Risk Management
Education
University of Belgrade
B.A., Economics
Shaw Communications 2014 - Present
Shaw Communications 2013 - 2014
Shaw Communications 2009 - 2013
Shaw Communications 2005 - 2009
Shaw Communications 2004 - 2005
CIBC World Markets 1997 - 2004
Skills
Strategic Planning, Mergers, Negotiation, Financial Modeling, Financial Analysis, Banking, Corporate Finance, Capital Markets, Valuation, Investment Banking, Investor Relations
Education
Chartered Financial Analyst Program
University of Calgary 1993 — 1997
Bachelor of Commerce (B.Com.), Finance
GTIS Partners December 2011 - Present
The Olayan Group June 2009 - April 2011
Olayan America Delaware, LLC June 2009 - April 2011
various companies September 2008 - May 2009
Paduano & Weintraub July 2006 - September 2008
Wachovia Securities July 2005 - July 2006
Bear, Stearns & Co., Inc July 2001 - July 2005
Prudential Securities January 2000 - July 2001
CIBC World Markets July 1999 - January 2000
Lowenbaum Financial Research July 1998 - December 1998
Skills
Program Management, Marketing, Expense Reports, Equities, Event Management, Bloomberg, Trading, Banking, Accounting, Sales, CRM
Education
Trinity University
Bachelor of Arts
Clairvest Group Inc. May 2015 - Present
Ontario Teachers' Pension Plan April 2014 - April 2015
CIBC World Markets May 2012 - February 2014
Education
University of Guelph 2007 — 2011
Bachelor of Commerce 2011, Honours Economics & Finance
GoldenTree Asset Management 2014 - Present
Christie's August 2011 - 2014
CIBC World Markets January 2000 - June 2011
Ernst & Young May 1985 - May 1999
Skills
Succession Planning, Performance Management, Talent Management, Talent Acquisition, Employee Relations, Deferred Compensation, Employee Engagement, HRIS, Human Resources, Mergers, Organizational..., Strategic Planning, Onboarding, Organizational Design, Employee Benefits, Personnel Management, Mergers & Acquisitions
Education
The University of Texas at Austin 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
CIBC World Markets October 1995 - Present
SG Warburg April 1988 - October 1995
EF Hutton and Co. October 1982 - April 1988
Skills
Capital Markets, Investment Banking, Fixed Income, Interest Rate Hedging, Equities, Derivatives, Structured Finance, Equity Derivatives, Interest Rate..., Structured Products, Hedge Funds, Market Risk, Swaps, Trading Systems, Bloomberg, Electronic Trading, Bonds, Credit Derivatives, Financial Markets, Trading, Options
Education
State University of New York at Buffalo 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
KLS Diversified Asset Management LP 2012 - Present
Torchlight Investors 2010 - 2012
AIG Global Investment Group 2003 - 2009
Oppenheimer & Co. 2002 - 2003
CIBC World Markets 2001 - 2002
Education
SUNY at Buffalo
Evergreen Pacific Partners July 2008 - Present
Credit Suisse March 2004 - July 2008
CIBC World Markets August 2000 - March 2004
US Army Corps of Engineers 1993 - 1998
Skills
Private Equity, Originating, Value Investing, Mergers & Acquisitions, Leveraged Finance, Leveraged Lending, Investment Banking, IPO, Acquisitions, High Yield, Finance, Growth Capital, Venture Capital
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA), Finance
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS)