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
RBC Capital Markets July 2015 - Present
CIBC World Markets July 2013 - July 2015
CIBC World Markets June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, PowerPoint, Corporate Finance, Valuation, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Finance, Summa Cum Laude
Long Beach Senior High School 2005 — 2009
CIBC World Markets September 2014 - Present
Barclays Capital September 2008 - September 2014
Skills
Chartered Financial..., Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Equity Derivatives, Financial Markets, Financial Modeling, Financial Services, Investments, Structured Finance
Education
University of Richmond 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Audax Group December 2006 - Present
CIBC World Markets July 2005 - September 2006
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Finance
Raytheon Company 2008 - 2013
Textron Inc. 2002 - 2008
CIBC World Markets 1999 - 2001
Computer Sciences Corporation (CSC Index) 1996 - 1998
Cosa Liebermann Holdings 1995 - 1996
KPMG Taiwan 1993 - 1995
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA)
University of Pennsylvania 1998 — 2000
Master of Arts (MA), International Studies, Chinese
University of Pennsylvania
Bachelor of Arts (B.A.), Asian Studies/Civilization, Chinese
321 Capital Partners, Inc. April 2013 - Present
Oppenheimer & Co. January 2008 - January 2013
CIBC World Markets February 2002 - January 2008
Deutsche Bank July 1999 - January 2002
Skills
Mergers & Acquisitions, Private Equity, Valuation, Investment Banking, Executive Management, IPO, Equities, Leveraged Finance, Corporate Finance, Financial Modeling, LBO, Restructuring, Private Placements, Corporate Development, Cash Flow, Mergers, Debt, Bankruptcy, Finance, Business Development, Due Diligence, Financial Analysis
Education
University of Notre Dame 1995 — 1999
BBA, Finance and Computer Applications
Mount Saint Joseph High School 1991 — 1995
TravelInsurance.com January 2013 - Present
Gridley & Company LLC 2006 - 2009
Cendant Travel Distribution Services August 2004 - January 2006
CIBC World Markets 2000 - 2002
Skills
Entrepreneurship, Corporate Development, E-commerce, Venture Capital, Start-ups, Mergers, Digital Media, Business Strategy, Strategic Partnerships, Online Marketing, Mobile Marketing, Digital Strategy, Online Advertising, Web Analytics, Internet Strategy, Private Equity, Analytics, PPC, SEM, Strategy, Affiliate Marketing
Education
University of Michigan
MA
University of Wisconsin-Madison
BA
Newalta November 2013 - Present
Newalta October 2009 - November 2013
PCC Group 2006 - 2009
CIBC World Markets 2001 - 2006
Tractionworks 2000 - 2001
TD 1996 - 2000
Scotiabank 1991 - 1996
Scotiabank 1986 - 1991
Skills
Environmental Awareness, Recycling, Financial Modeling, Business Development, Waste, Energy, Strategic Planning, Waste Management, Budgets
Education
University of Saskatchewan
Bachelor of Commerce (B.Com.), Accounting and Finance
Agility Fuel Systems December 2013 - Present
Navigant Research 2013 - 2013
Flextronics 2012 - 2012
Stifel Nicolaus Weisel (fka Thomas Weisel Partners) 2009 - 2012
Stifel Nicolaus Weisel (fka Thomas Weisel Partners) 2007 - 2009
CIBC World Markets 2006 - 2007
Park Venture Advisors 2004 - 2006
Winged Keel Group 2003 - 2004
Bureau Veritas Quality International 1997 - 2000
Skills
Financial Modeling, Due Diligence, Financial Analysis, Equities, Research, Business Development, Strategic Analysis, Capital Markets, Corporate Finance, Mergers & Acquisitions, Strategy, Energy Storage, Valuation, Energy, Investment Banking, Strategic Financial..., Analysis, Portfolio Management, Competitive Analysis, Equity Research, Business Planning
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
Mumbai University 1993 — 1997
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Ciber June 2014 - Present
One Planet April 2012 - June 2014
RBC Royal Bank March 2011 - April 2012
CIBC World Markets 2009 - March 2011
INTRIA Items Inc. April 2008 - August 2009
Skills
Requirements Analysis, Business Analysis, SDLC, Business Requirements, Project Management, Software Project..., Requirements Gathering, PMP, Software Development, Vendor Management, User Acceptance Testing, Change Management, ITIL, IT Strategy, PMO
Education
University of Ottawa 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
University of Ottawa 2003 — 2007
Bachelor's Degree, Computer Engineering
Westwicke Partners, LLC August 2009 - March 2014
CIBC World Markets January 2000 - December 2008
Schroder & Co. August 1997 - December 1999
Skills
Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, IPO, Investor Relations, Mergers, Private Equity, Strategy, Valuation
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Shutterfly April 2011 - Present
ProCure Treatment Centers July 2008 - April 2011
UBS Investment Bank April 2007 - July 2008
CIBC World Markets 2005 - 2007
Education
University of Pennsylvania 2001 — 2005
Bachelor of Science in Economics, Finance
Northfield Mount Hermon 1997 — 2001
United Way of Calgary and Area January 2012 - Present
DIRTT Environmental Solutions October 2010 - March 2012
Plastic Moulders Limited 2007 - 2010
Richardson Capital Limited 2003 - 2010
CIBC World Markets 2000 - 2002
CIBC World Markets PLC 1996 - 2000
Education
CFA Institute 1994 — 1996
Chartered Financial Analyst Designation
University of Manitoba 1987 — 1991
B. Comm (Hons), Finance
SunTrust Bank April 2012 - Present
First Potomac Realty Trust June 2011 - March 2012
US Bank 2005 - June 2011
Real Estate Lender's Association (RELA DC) 2009 - 2011
Wells Fargo 2001 - 2003
GE Capital 1997 - 2000
CIBC World Markets 1995 - 1997
Arthur Andersen G/A Partners 1992 - 1993
Marine Midland Bank 1987 - 1990
Skills
Portfolio Management, Commercial Lending, Management, Commercial Real Estate, Asset Managment, Mortgage Lending, Loans, Real Estate Economics, Investments, Valuation, Brokerage, Real Estate Transactions, Underwriting, Due Diligence, Commercial Banking, Financial Analysis, Strategic Planning, Financial Modeling, Real Estate, Mergers & Acquisitions, Credit, Acquisitions, Investment Properties, Capital Markets, Banking, Disposition, Asset Management, Finance, Contract Negotiation, Credit Analysis, Leases, Loan Origination, Real Estate Development, Commercial Mortgages, Financial Structuring, Real Estate Financing, Funding, Private Equity, Structured Finance
Education
University of Pennsylvania
BA
Springbrook High School
Old National Bank August 2014 - Present
United Bank & Trust 2012 - Present
United Bank & Trust 2010 - 2011
United Bank & Trust 2009 - 2010
KeyBank 2002 - 2009
KeyBank 1999 - 2001
CIBC World Markets 1997 - 1999
American National Bank 1992 - 1997
Skills
Credit Analysis, Financial Analysis, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Banking, Underwriting, Finance, Financial Modeling, Risk Management
Education
University of Michigan
Bachelor of Arts (B.A.), Psychology and Communications
SPX Corporation 2001 - Present
Bear Stearns 1998 - 2001
CIBC World Markets 1997 - 1998
Bankers Trust 1995 - 1997
Skills
Divestitures, Investment Banking, Acquisitions, Joint Ventures, Mergers, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Strategy, Financial Analysis, Business Development, Portfolio Management, Product Management, Business Strategy, Competitive Analysis, Financial Services, Investments, Mergers & Acquisitions, Acquisition Integration, Corporate Development, M
Education
University of Michigan 1990 — 1994
BBA, Finance
Cranbrook Kingswood 1986 — 1990
High School
Feeding America April 2013 - Present
HAQ: Centre for Child Rights August 2009 - February 2012
CIBC World Markets June 2005 - April 2008
CIBC World Markets December 2003 - May 2005
Skills
International..., Research, Human Rights, Fundraising, Investment Banking, Capital Markets, Children's Rights, Published Author, Governance, Juvenile Justice, Grants, Grant Writing, Public Policy, Capacity Building, Policy
Education
University of Michigan
Bachelor of Arts (B.A.), Economics
AEGON USA Investment Management June 2003 - Present
CIBC World Markets May 2002 - August 2002
Skills
Fixed Income Portfolio..., Portfolio Management, Fixed Income, Finance, Risk Management, Investment Management, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Finance
University of Iowa - College of Business Administration 1999 — 2003
BBA, Finance
Alpha Beta Holdings June 2012 - Present
RP Holdings Group, LLC May 2011 - September 2012
Macquarie Capital January 2008 - January 2010
CIBC World Markets July 2006 - January 2008
Miller Buckfire August 1999 - February 2005
Donaldson, Lufkin & Jenrette September 1990 - August 1999
Education
The University of Chicago 1993 — 1995
MBA, Finance & Accounting
University of Pennsylvania 1987 — 1990
BS Economics, Economics & Finance
EY July 2011 - Present
Learning Disabilites Association of Ontario November 2009 - Present
Ernst & Young March 2009 - June 2011
Ernst & Young March 2006 - March 2009
CIBC World Markets February 2002 - December 2005
Ernst & Young LLP July 1996 - February 2002
ADP Canada July 1982 - June 1996
Skills
Risk, Professional Services, Mergers, Business Strategy, Strategic Planning, New Business Development, Client Development, Cultural Sensitivity, Diversity & Inclusion, Coaching, Presentations, Workshop Facilitation, Business Analysis, Financial Risk, Mergers & Acquisitions, Business Development, Entrepreneurship, Team Leadership, Strategy, Sales, Selling, Leadership, Financial Services, Go-to-market Strategy, Strategic Partnerships, Consulting, Executive Management, Start-ups, Key Account Management, Sales Management, CRM
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Advanced Management Program
Piping Rock Partners, Inc. 2005 - Present
CIBC World Markets 1996 - 2004
Citicorp Securities 1994 - 1996
American Finance Group 1990 - 1994
Deutsche Bank (formerly Bankers Trust) 1988 - 1990
Skills
Private Equity, Due Diligence, Asset Managment, Structured Finance, Investments, Real Estate Transactions, Capital Markets, Finance, Real Estate, Commercial Real Estate, Acquisitions, Investment Properties, Investor Relations, Real Estate Economics, Asset Management, Real Estate Financing
Education
University of New Hampshire 1984 — 1988
B.A., History
Saban Brands September 2014 - Present
Iconix Brand Group June 2011 - August 2014
Peter J. Solomon Company April 2004 - May 2011
CIBC World Markets July 2001 - July 2002
Thomas Weisel Partners July 2000 - July 2001
Skills
M&A experience, Financial Modeling, Private Equity, Venture Capital, Financial Analysis, Mergers & Acquisitions, Investment Banking, Business Strategy, Corporate Development, Due Diligence, Corporate Finance, Valuation, Finance, Strategy, Management, Investments
Education
University of Michigan Business School 1996 — 2000
Bachelor of Business Administration, Finance and Accounting
Canadian Imperial Bank of Commerce 2011 - Present
CIBC World Markets March 1994 - Present
Skills
Capital Markets, LBO, Microsoft Excel, Bloomberg, Strategic Planning, Equity Research, Investment Banking, Trading, Leveraged Finance, Corporate Finance, Structured Products, Equities, Financial Modeling, DCF, Fixed Income, Credit Derivatives, Equity Capital Markets, Equity Derivatives, Financial Structuring, Structured Finance, Nonprofits, Public Speaking
Education
University of Phoenix 2007 — 2013
Master of Business Administration (MBA), Finance
AlpInvest Partners September 2007 - Present
UBS Investment Bank July 2005 - October 2007
JP Morgan & Co. June 2004 - September 2004
CIBC World Markets July 2000 - August 2003
Skills
Private Equity, Alternative Investments, Investment Banking, Financial Modeling, Due Diligence, Investments, Corporate Finance, Buyouts
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Williams College 1996 — 2000
Bachelor of Arts (B.A.)
University of Oxford 1998 — 1999
Kihei Lutheran Church January 2014 - Present
Four Seasons Hotels and Resorts December 2013 - Present
Avon August 2007 - March 2014
Hawaii State Department of Education February 2013 - May 2013
Western Asset management Company 2001 - 2003
CIBC World Markets February 2000 - March 2001
Archon Financial, L. P./a Goldman Sachs Company December 1997 - September 1999
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Commerzbank AG 2010 - Present
DLP Associates 2008 - 2010
Citigroup 1997 - 2008
Bank of America Securities 1990 - 1997
CIBC World Markets 1988 - 1990
Continental Bank 1986 - 1988
Skills
Capital Markets, Corporate Finance, Investment Banking, Structured Finance, Financial Structuring, Cross-border..., Building Relationships, Deal Origination, P&L Responsibilities, Global Client Management, Credit Risk, Derivatives, Treasury Services, Strategic Business..., New Business Development, Cross-functional Team..., Fixed Income, Emerging Markets, Leveraged Finance, FX Options, Hedge Funds, Structured Products, Portfolio Management, Private Equity, Loans, Cash Management, Financial Risk, Capital Raising, Talent Management, Alternative Investments, Mergers & Acquisitions, P&L Management, Syndications, Risk Management, Valuation, Financial Institutions, Asset Management, Equities, Strategy, Banking
Education
University of Michigan - Stephen M. Ross School of Business
BBA
University of Pennsylvania - The Wharton School
MBA
First Investors Corporation November 2011 - Present
Sursum Capital Management / Exis Capital June 2010 - March 2011
Chartwell Investment Partners April 2009 - May 2010
Lehman Brothers/Barclays Capital June 2006 - January 2009
AIG SunAmerica Asset Management November 2004 - May 2006
CIBC World Markets June 2000 - November 2004
Skills
Portfolio Management, Equity Research, Equities, Asset Managment, Financial Modeling, Hedge Funds, Series 7, Corporate Finance, Valuation, Bloomberg, Asset Management, Alternative Investments, Equity Valuation, Mutual Funds, Investments, Private Equity, Capital Markets
Education
University of Richmond - Robins School of Business 1989 — 1993
BSBA, Business
Spectra Financial Group 2012 - Present
CIBC World Markets 2011 - 2012
Sycamore Capital 2008 - 2011
JP Morgan 1999 - 2008
Education
Wharton School, University of Pennsylvania 1995 — 1999
BSE, Finance
University of Pennsylvania - The Wharton School 1994 — 1999
bachelor of science, Finance
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Wapiti Financial Consulting October 2010 - Present
Berkadia Commercial Mortgage LLC July 2007 - October 2010
Umpqua Bank March 2004 - March 2006
US Bank July 2002 - March 2004
CIBC World Markets January 1997 - June 1998
Corus Bank June 1994 - January 1997
Skills
Commercial Lending, Real Estate, Mortgage Lending, Portfolio Management, Credit, Loans, Investments, Finance, Commercial Mortgages, Commercial Real Estate, Negotiation, Underwriting, Refinance, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Loan Origination, Real Estate Development, Investment Properties, Disposition, Asset Management
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance
University of Michigan 1990 — 1994
Bachelor of Arts, Economics
Eomax Corp. January 2007 - Present
Opterus 2007 - Present
Sanika Inc 2002 - Present
Route1 Inc 2003 - 2007
Newport Partners 2003 - 2003
CIBC World Markets 1988 - 2002
Digital Equipment Corporation September 1984 - August 1986
Accenture July 1982 - August 1984
Skills
Mergers, Venture Capital, Corporate Development, Executive Management, Restructuring, Mergers & Acquisitions, Finance, Capital Markets, Private Equity, Strategy, Management, Start-ups, Strategic Partnerships, Business Strategy, Due Diligence
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (M.B.A.)
University of Waterloo 1977 — 1982
BASc, engineering
University of Toronto Schools
LexisNexis January 2011 - Present
LexisNexis January 2009 - December 2010
LexisNexis Risk Solutions January 2007 - December 2008
LexisNexis January 2006 - December 2006
Seisint, Inc January 2003 - December 2005
CIBC World Markets September 2001 - December 2002
WIRK Radio 1988 - 1995
Skills
Solution Selling, Selling, Strategy, Sales, Sales Management, New Business Development, B2B, Management, Marketing, Recruiting, CRM, Coaching, Sales Operations, Lead Generation, Enterprise Software, Strategic Partnerships, Product Management, Channel Partners, Leadership, Business, Time Management, Account Management, Business Development, Key Account Management, Sales Process, Direct Sales, Cold Calling, SaaS, Customer Retention, Sales Presentations, Product Marketing, Salesforce.com, Professional Services, Contract Negotiation, Analytics, Competitive Analysis, Trade Shows, Coaching & Mentoring, Remove obstacles that..., Time Mana, Outstanding time...
Education
University of Miami 1980 — 1984
BS/BA, Business/Communications
Phillips Academy, Andover Mass 1982 — 1982
Wheatley High School 1976 — 1980
Bentley Associates L.P. January 2009 - Present
Libra Securities, LLC March 2003 - December 2008
CIBC World Markets July 1998 - March 2003
Salomon Smith Barney August 1997 - July 1998
Skills
Private Equity, Mergers, Debt, Valuation, Investment Banking, Private Placements, Strategy, Investments, Mergers & Acquisitions, Equities, IPO, Acquisitions, Venture Capital, Finance, Financial Structuring, Due Diligence, M&A experience, Corporate Finance, Financial Modeling, Corporate Development, Capital Markets
Education
Wharton 1995 — 1997
MBA, Finance
University of Pennsylvania 1995 — 1997
MBA, Finance
Yale University 1988 — 1992
BS, Electrical Engineering
Grosvenor Square Advisors, LLC January 2013 - Present
NewStar Financial December 2006 - February 2009
GoldenTree Asset Management July 2005 - July 2006
Relational Advisors November 2003 - July 2005
Credit Suisse First Boston May 2000 - November 2002
CIBC World Markets July 1995 - March 2000
Merrill Lynch July 1993 - June 1995
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Portfolio Management, Equities, Finance, Hedge Funds, Financial Analysis, Restructuring, Strategy, Leveraged Finance, Credit Analysis, Credit, LBO, Private Placements, Loans, Acquisitions, High Yield, Business Development
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BSE, Finance
Marlborough College
Schule Schloss Salem
Johnson & Johnson Sales Analysis ManagerJanssen Diagnostics, LLCMarch 2013 - Present
Johnson & Johnson Consumer Products Company April 2011 - February 2013
Johnson & Johnson Consumer Products June 2008 - March 2011
Ortho McNeil Janssen Pharmaceuticals May 2006 - May 2008
Ortho McNeil Janssen Pharmaceuticals August 2004 - April 2006
Ortho McNeil Janssen Pharmaceuticals July 2002 - July 2004
CIBC World Markets August 1999 - October 2001
BPI Capital Corporation March 1996 - June 1997
Wm. Sword & Co. September 1993 - December 1995
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Strategic Financial..., Business Strategy, Business Analysis, Business Planning, Business Process, Business Process..., Internal Controls, Compliance, P&L Responsibility, P&L Accountability, P&L Analysis, Forecasting, Budget Process, Spend Management, Partnering, Collaboration, Consolidation, Presentation Development, Strategic Planning, Process Improvement, Cross-functional Team..., Strategic Leadership, Team Building, Communication
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania
Bachelor's degree, History and Economics
Texas Children's Hospital July 2014 - Present
Texas Children's Hospital May 2013 - June 2013
Morgan Creek Capital Management, LLC June 2012 - May 2013
Morgan Creek Capital Management July 2010 - June 2012
SunTrust Robinson Humphrey June 2008 - July 2010
CIBC World Markets May 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Valuation, Financial Services, Corporate Finance, Private Equity, Financial Analysis, Bloomberg, Due Diligence, Portfolio Management, Hedge Funds, Capital Markets
Education
Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Business, Finance
rag & bone May 2014 - Present
ANN INC. March 2013 - May 2014
Club Monaco March 2011 - March 2013
Club Monaco August 2010 - March 2011
Club Monaco August 2008 - August 2010
CIBC World Markets July 2007 - August 2008
Skills
Apparel, Denim, Sweaters, Merchandising, Styling, Trend Analysis, Visual Merchandising, Fashion Buying, Fashion, Trend, Assortment, Luxury Goods, Trend Forecasting
Education
University of Richmond 2003 — 2007
Bachelor of Arts (B.A.), Political Science; Spanish
Henry Schein August 2011 - Present
BMO Capital Markets January 2011 - August 2011
Bank of America Merrill Lynch 2005 - 2010
CIBC World Markets 1998 - 2005
Morgan, Lewis & Bockius LLP 1994 - 1998
Education
University of Michigan Law School 1991 — 1994
JD, Law
University of Michigan 1987 — 1991
BA, Economics
Wells Fargo July 2010 - Present
Chanin Capital Partners January 2008 - July 2010
CIBC World Markets July 2004 - January 2008
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Capital Markets, High Yield, Corporate Finance, Leveraged Finance, Equities, Due Diligence, Private Equity, Fixed Income, Hedge Funds, Equity Research
Education
Wharton School of Business 2001 — 2004
Bachelor of Science in Economics, Finance
Greenhill
GE Capital Markets 2007 - Present
IXIS Capital Markets 2006 - 2007
Societe Generale 1999 - 2006
CIBC World Markets March 1988 - December 1998
Marine Midland Bank July 1985 - March 1988
Skills
Leveraged Finance, Capital Markets, Corporate Finance, High Yield, Structured Finance, Due Diligence, LBO, Hedge Funds, Valuation, Financial Structuring, Asset Based Lending, Debt Restructuring, Financial Modeling, Syndications, Credit Analysis, Investment Banking, Credit, Fixed Income, Alternative Investments, Securitization, Private Equity, Mergers & Acquisitions, Structured Products, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
University of Michigan 1975 — 1979
Bachelor of Arts, Economics
Volunteer Management Group October 2003 - Present
City University of New York October 2005 - May 2012
CIBC World Markets September 2005 - March 2008
Merrill Lynch July 2005 - August 2005
Manhattan Chamber of Commerce October 2004 - June 2005
Goldman Sachs November 1997 - August 2003
Skills
Public Relations, Leadership, Philanthropy, Program Management, Event Management, Grant Writing, Nonprofits, Event Planning, SEO, Microsoft Office, Non-profits, Fundraising, Volunteer Management, Strategy, Media Relations, Organizational..., Staff Development, Social Media, Grants, Spanish, Management, Budgets, Coaching, Proposal Writing, Research, Cause Marketing, Internal Communications, Training, Program Evaluation
Education
University of Pittsburgh 1990 — 1994
Bachelor of Arts (B.A.), Japanese Language and Literature
Onex Corporation January 2014 - Present
Onex Corporation January 2013 - Present
Onex Corporation June 2010 - Present
CIBC World Markets March 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Corporate Finance, Private Equity, Investment Banking, Valuation, Financial Modeling, LBO
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.Sc.Econ and B.A.
University of Pennsylvania - The Wharton School
Market Logics Inc December 2008 - Present
RBC September 2004 - October 2008
Scotiabank January 2002 - January 2004
CIBC World Markets 1994 - 1999
Skills
Business Planning, Strategic Planning, Market Research, Business Strategy, Marketing Strategy, Risk Management, Management Consulting, Business Analysis, Wealth Management, Business Development, Team Leadership, Investments, Coaching, Fixed Income, New Business Development, Equities, Strategic Financial...
Education
University of New Brunswick 1999 — 2000
MBA
UWO- Western University 1987 — 1991
Bachelor of Arts (BA), History & Political Science
Havergal College
City of Toronto December 2014 - Present
City Of Guelph January 2014 - December 2014
Medical Transportation Services March 2013 - March 2014
Team-1 Academy July 2012 - August 2013
CIBC World Markets March 2010 - June 2012
RBC - Canada October 2006 - September 2009
RBC Dexia Investor Services 2005 - 2006
Bank of Montreal January 2001 - February 2004
Bank of Montreal September 1998 - December 2000
Bank of Montreal September 1997 - August 1998
Skills
Public Safety, Disaster Response, Customer Service, Emergency Services, Life Safety, Rescue, Hazardous Materials, First Aid, Fire Protection, FX Options, Trading, Options, Organizational Agility, Emerging Markets, New Business Development, Banking, Data Analysis, Emergency Management, FX, Wealth Management, CRM, Business Development, Swaps
Education
Fire and Emergency Training Institute 2012 — 2013
Fire Fighter Diploma
University of Toronto 2009 — 2009
Carbon Finance Certificate
University of Missouri-Columbia, College of Business 1991 — 1996
Bsc.
Janney Montgomery Scott LLC January 2015 - Present
Dominick & Dominick LLC April 2014 - January 2015
ANE Capital Management, LLC 2005 - April 2014
The Chase Firm March 2011 - May 2012
RBC Capital Markets February 2003 - June 2005
CIBC World Markets February 1997 - February 2003
Lehman Brothers May 1992 - May 1996
Skills
Equities, Equity Research, Private Equity, Venture Capital, Trading, Fixed Income, Hedge Funds, Restructuring, Alternative Investments, Business Development, Investment Banking, Investments, Finance, Capital Markets, Corporate Finance, Asset Management, Securities, Financial Modeling, Equity Trading, Series 7, Series 63, Start-ups, Entrepreneurship, Private Placements, IPO, Structured Finance, Bloomberg, Financial Markets, Due Diligence, Portfolio Management, Wealth Management, Banking, Mutual Funds
Education
University of Pennsylvania - The Wharton School
Finance
Leerink Partners LLC September 2012 - Present
RBC Capital Markets 2008 - 2011
CIBC World Markets 2004 - 2008
Susquehanna International Group 1988 - 2003
Skills
Options, Equity Derivatives, Derivatives, Equities, Trading, Bloomberg, Electronic Trading, Hedge Funds, Trading Systems, Equity Trading, Proprietary Trading, Fixed Income
Education
University of Pennsylvania 1984 — 1988
BA, Economics
University of Pennsylvania
Bachelor of Arts (BA) in Economics, Economics
Gordian Advisors July 2013 - Present
Bright Trading, LLC August 2011 - May 2013
Raymond James Financial January 2008 - August 2011
Sanford C. Bernstein May 2004 - January 2008
Dealogic November 2002 - May 2004
CIBC World Markets 2002 - 2002
Skills
Equities, Equity Research, Mergers, Portfolio Management, Investments, Fixed Income, Trading, Alternative Investments, Hedge Funds, Financial Markets, Asset Managment, Bloomberg, Series 7, Capital Markets, Investment Management, Investment Banking, Asset Allocation, Valuation, Financial Modeling, Bonds, Securities, Finance, Mergers & Acquisitions, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
BBA, Finance
University of Michigan 1998 — 2002
Bachelor of Business Administration, Business
Second City Capital Partners February 2014 - January 2015
Casimir Capital June 2013 - October 2013
Casimir Capital February 2011 - June 2013
Stonecap Securities 2010 - 2011
Clarus Securities 2007 - 2009
Clarus Securities June 2005 - December 2008
CIBC World Markets 2004 - 2005
CIBC World Markets 2004 - 2005
Skills
Oil/Gas, Investment Banking, Capital Markets, Valuation, Financial Modeling, Energy, Marketing, Equity Research, Equities, Institutional Sales, Investments, Due Diligence, Debt
Education
University of Manitoba
GE Capital June 2013 - October 2014
GE Capital August 2003 - June 2013
CIBC World Markets July 1996 - November 2002
Skills
Accounts Payable, Account Reconciliation, Financial Statements, Fixed Assets, Accruals, Variance Analysis, Financial Accounting, Bank Reconciliation, Journal Entries, Internal Controls, Auditing, GAAP, Sarbanes-Oxley Act, US GAAP, Hyperion Enterprise, Sarbanes-Oxley, Sales Tax, Balance Sheet, Essbase
Education
University of Phoenix
Bachelor of Science (BS), Accounting
University of Phoenix
Master of Business Administration (M.B.A.), Accounting
Inboard Action Sports April 2015 - Present
CIBC World Markets 2013 - 2015
State Street 2009 - 2012
JPMorgan Chase 2004 - 2008
JPMorgan Chase 1996 - 2004
JPMorgan Chase 1993 - 1996
Skills
Proprietary Trading, Global Macro, Portfolio Management, Arbitrage, Relative Value, Technical Analysis, Risk Management, NPV, Value Investing, Real Estate Investment, Real Estate Finance, Cash Flow Forecasting, Trade Execution, Trading Platforms, Day Trading, Wall Street, Buy-side, Sell Side, Trading Technology, Debt Markets, Price Forecasting, Market Making, Credit Trading, MBS, Commercial Paper, Interest Rate Swaps, Forwards, FRA, FX trading, FX Hedging, Salesforce.com
Education
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Systems Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance
Pilates4Pros, LLC 2001 - Present
lululemon athletica May 2011 - Present
NutriFormance, LLC September 2010 - May 2014
CIBC World Markets December 1998 - December 2001
Chicago Board of Trade September 1996 - December 1998
Skills
Sports Injuries, Injury Prevention, Pilates, Strength & Conditioning, Personal Training, Strength Training, Bodywork, Athletic Performance, Post Rehabilitation, Performance Improvement, Corrective Exercise, Flexibility Training, Stretching, Back Pain, Pain Management, Neck Pain, Myofascial Release, Movement Analysis, Postural Correction, Postural Assessment, Fitness Consulting, TRX Suspension Training, Exercise Prescription, Functional Movement, Functional Training, High Intensity Interval..., Brand Ambassadors, Product Marketing, Endorsements, Group Training, Connecting People, Networking, Social Media, Motivation, Staff Supervision, Program Management, Newsletter Production, Web Video, Core Strength, CPR Certified, Lifestyle, Public Speaking, Modeling, Social Networking, Fitness, Sports, Athletics
Education
University of Miami 1992 — 1996
Bachelor of Arts (B.A.), Psychology/Speech Communication
Deloitte CRG / CRG Partners Group (Acquired by Deloitte in May 2012) May 2009 - Present
Goldman, Sachs & Co. August 2005 - January 2009
Brentwood Associates June 2000 - January 2003
CIBC World Markets July 1997 - March 2000
Skills
Private Equity, Hedge Funds, Mergers, Product Development, Mergers & Acquisitions, Corporate Finance, Investments, Investment Banking, LBO, Strategy, Finance, Structured Finance, Mezzanine, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science in Economics, Concentration in Finance
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA
Brentwood School
High School
Laurentian Bank March 2012 - Present
Canadian Scholarship Trust Foundation January 2010 - Present
Capital Guardian (Canada) Inc. 2003 - 2011
Capital Guardian Trust Company 2005 - 2010
Capital Guardian(Canada) Inc. 1998 - 2003
Spencer Stuart & Associates, Inc. January 1997 - November 1998
CIBC World Markets 1995 - 1996
CIBC Wood Gundy 1992 - 1995
Skills
Strategic HR, Sales, Management, Fixed Income, Executive-Level..., Equities, Asset Managment, Mutual Funds, Pension Funds, Wealth Management, Business Planning, Asset Management, Derivatives, Investment Strategies
Education
University of Ottawa / Université d'Ottawa 1979 — 1982
Bachelor of Business Administration (B.B.A.), Finance and Marketing
AIG March 2006 - January 2012
XL Capital Ltd December 1999 - July 2005
Travelers Property Casualty Company May 1997 - November 1999
CIBC World Markets June 1987 - May 1997
Skills
Financial Risk, Risk Management, Underwriting, Reinsurance, Insurance, General Insurance, Enterprise Risk..., Financial Analysis, Property & Casualty..., Corporate Finance, ALM, Financial Modeling, Credit Analysis, Banking, Capital Markets, Financial Services, Credit Risk, Casualty, Profit Maximization, Quantitative Analytics, Employee Management, Portfolio Management, Credit, Finance, Mergers & Acquisitions, Investments, Direct Marketing, Client Development, Executive Management, Captives, Financial Institutions, retrocession, Counterparty Risk, market security, Collateral Management, Regulatory Requirements, Insurance Linked..., Econometrics, Economic Capital, Cross-functional Team..., Statistical Modeling, Credit Derivatives, Compliance, Manage Client..., credit risk modelling, Derivatives, Structured Products, Bonds, Real Estate, Reporting & Analysis
Education
University of Rhode Island
MA, Economics
CIBC World Markets November 2013 - Present
CIBC World Markets January 2011 - October 2013
ScotiaMcLeod April 2007 - January 2010
ScotiaMcLeod July 2006 - March 2007
Assante Capital Management January 2004 - June 2006
The Anglo-Mauritius Assurance Sty Ltd. (MU) July 2001 - August 2003
Skills
Wealth Management, Investment Strategies, Coaching Staff, Operations Management, Portfolio Management, Investments, Strategy, Program Management, Corporate Finance, Project Management, Strategic Financial..., Mutual Funds, Equities, Financial Analysis, Finance, Financial Modeling, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Asset Management, Securities
Education
University of Melbourne
BCom, Actuarial Science/Finance
CIBC World Markets July 2013 - December 2014
Commerzbank AG May 2008 - July 2013
Dresdner Kleinwort May 2008 - October 2009
Dresdner Kleinwort May 2007 - August 2007
V.I.P Commodities Ltd. May 2006 - August 2006
Skills
Equity Derivatives, Options, Currency, FX Options, FX Derivatives, FX trading, Trading, Trading Systems, Investment Banking, Bloomberg, Derivatives, Structured Products, Capital Markets, Equities, Fixed Income, Commodity
Education
University of Michigan 2004 — 2008
BS, Industrial and Operations Engineering
Stuyvesant High School 2000 — 2004
Sherow Management, LLC June 2011 - Present
Hold Brothers Inc. November 2004 - July 2011
Worldco, LLC June 2000 - November 2004
CIBC World Markets May 1999 - June 2000
Skills
Technical Analysis, Equity Research, Equities, Hedge Funds, Options, Financial Markets, Alternative Investments, Portfolio Management, Capital Markets, Asset Management
Education
University of Michigan 1995 — 1999
BA, Economics
Caledon Capital Management Inc. May 2013 - Present
12C Inc. March 2013 - Present
I July 2012 - April 2013
CIBC World Markets January 2011 - June 2012
The North West Company January 2010 - February 2011
The North West Company February 2009 - January 2010
Skills
Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Development, Business Planning, Cross-functional Team..., Due Diligence, Financial Analysis, Strategic Planning, Analysis, Business Analysis, Valuation, Private Equity, Financial Modeling, Executive Management, Investment Banking, Mergers, Finance, Corporate Finance, Capital Markets
Education
University of Manitoba
Bachelor of Commerce (Honours), Finance, Entrepreneurship
Adage Capital Management April 2012 - Present
Carlson Capital July 2007 - February 2012
AOL LLC May 2006 - June 2007
Sony Corp. of America May 2005 - October 2005
CIBC World Markets March 2000 - July 2004
PaineWebber Inc. July 1999 - March 2000
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Yale University 1995 — 1999
BA
Mindseeker, Inc. November 2013 - January 2015
JP Morgan Chase September 2010 - November 2013
SunGard August 2009 - September 2010
Goldman Sachs October 2006 - April 2009
Credit Suisse May 2002 - October 2006
Integral Development Corp. June 1999 - May 2002
CIBC World Markets November 1995 - June 1999
Morgan Stanley October 1992 - November 1995
Skills
Derivatives, Equity Derivatives
Education
University of Maryland College Park
Rothschild Asset Management (AUM $5B) July 2008 - Present
Cowen and Company, LLC February 2007 - June 2008
CIBC World Markets August 2006 - March 2007
Knight Financial Products January 2001 - May 2003
Skills
Equities, Equity Research, Financial Modeling, Volatility, Finance, Hedge Funds, Bloomberg, Valuation, Fixed Income, Portfolio Management, Derivatives, Investments, Trading Systems
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Finance, Investment Management
University of Pennsylvania 1995 — 2000
BA, Political Science
PwC 2012 - Present
KPMG Advisory 2008 - 2011
CIBC World Markets 2006 - 2008
O&O Holdings March 2003 - June 2004
Asset & Resource Management (ARM) March 2000 - March 2003
Skills
Investment Banking, Investments, Management Consulting, Energy, Strategic Planning, Modeling, Corporate Management, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Valuation, Finance, Management, Banking, Project Finance, Strategy, Corporate Development, Financial Analysis, Private Equity
Education
King's College
University of Pennsylvania - The Wharton School
MBA
University of Michigan November 2009 - Present
University of Michigan January 2007 - Present
University of Michigan June 2008 - April 2009
CIBC World Markets July 2007 - January 2008
Skills
Data Analysis, Research, SAS, Statistics, Stata, Teaching, Statistical Modeling, Quantitative Analytics, Matlab, Financial Modeling, Qualitative Research, Microsoft Office
Education
University of Michigan Law School 2011 — 2014
JD, Law
University of Michigan - Stephen M. Ross School of Business 2006 — 2007
MAcc, Accounting, Finance
University of Michigan 2003 — 2006
BA, Economics, Mathematics, German
Iris Diagnostics (a Danaher/Beckman Coulter company) February 2008 - Present
CIBC World Markets July 2003 - May 2007
Wells Fargo Securities 2000 - 2003
Wedbush Morgan Securities 1999 - 2000
Pacific Income Advisers 1998 - 1999
Skills
Business Valuation, Financial Modeling, Equity Research, Accounting, Forecasting, Budget, DCF, Valuation, Corporate Finance, Financial Analysis, Mergers, Capital Raising, Strategy, Mergers & Acquisitions, Budgets, Cost Accounting, Finance, Analysis, Financial Reporting, Due Diligence, Investments, Investment Banking, Sales, Equities, Business Planning, Executive Management, Management, Competitive Analysis, Corporate Development, Private Equity, Venture Capital, Treasury Management, Investor Relations, Managerial Finance, Restructuring, Acquisition Integration, IPO, Strategic Financial..., Cross-functional Team..., Risk Management, SEC filings, Auditing, Sarbanes-Oxley Act, M&A experience
Education
University of Oklahoma - Price College of Business 1986 — 1991
Bachelors
Goldman Sachs BDC, Inc. March 2013 - Present
Goldman Sachs 2006 - Present
Amaranth Advisors 2006 - 2007
CIBC World Markets 2004 - 2006
Skills
Derivatives, Options, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Trading, Investment Banking, Equities, Valuation, Financial Modeling, Private Equity, Alternative Investments, Equity Derivatives, Credit Derivatives
Education
University of Pennsylvania
Bachelor of Science in Engineering, Computer Science
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance, Management
Magnetar Capital September 2013 - August 2014
Adherex Technologies July 2009 - August 2013
Millennium Partners 2005 - 2007
Caxton Associates January 2003 - November 2005
CIBC World Markets 2000 - 2002
Skills
Financial Analysis, Accounting, Pharmaceutical Industry, Budgets, Public Companies, IPO, Strategic Planning, Investor Relations, Intellectual Property, Corporate Development, Angel Investing, Credit Management, Venture Capital, Treasury, Working Capital..., Project Management, Consolidation, Management, Restructuring, Financial Modeling, Portfolio Management, Valuation, Due Diligence, Investments, Private Equity
Education
University of Southern California 1993 — 1997
Master's degree
H.I.G. Capital / WhiteHorse May 2015 - Present
Point Frederick Capital Management, LLC October 2013 - March 2015
Prospect Capital Management August 2012 - October 2013
Chanin Capital Partners / Duff & Phelps Restructuring January 2008 - July 2012
CIBC World Markets June 2007 - January 2008
GPX Enterprises 2006 - 2006
Institute for Medicine and Engineering, University of Pennsylvania 2005 - 2006
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, LBO, Due Diligence, Financial Analysis, Equities, Bloomberg, Debt Restructuring, Fixed Income, Mergers & Acquisitions, M&A experience, Leveraged Finance, Investments
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Biological Basis of Behavior
MDC Partners August 2007 - Present
Cobalt Capital July 2005 - July 2007
Level Global Investors 2003 - 2005
CIBC World Markets 2002 - 2003
ABN AMRO/ING Barings/Furman Selz 1996 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1996
Furman Selz 1993 - 1994
Skills
Financial Modeling, Private Equity, Equity Research, Investments, Valuation, Mergers, Equities, Hedge Funds, Venture Capital, Corporate Finance, Financial Analysis, Investor Relations, Mergers & Acquisitions, Investment Banking, Finance, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics/Finance
td securities October 2002 - September 2011
CIBC World Markets September 1997 - October 2002
RBC Caribbean Corporation October 1995 - September 1997
Skills
FX, Capital Markets, Financial Markets, Bloomberg, Trading Systems, Options, Derivatives, Technical Analysis, Currency, FX Options, Hedging
Education
University of Ottawa 1988 — 1988
Chartered Accountant, Accountancy
University of Ottawa 1983 — 1987
B.Comm, Commerce
HSBC 2013 - Present
UBS Investment Bank 2005 - 2013
KPMG 2003 - 2005
Old Mutual 2003 - 2003
JPMorgan Chase 2000 - 2002
CIBC World Markets 1995 - 2000
JPMorgan Chase 1982 - 1995
Skills
Internal Audit, Financial Services, Anti Money Laundering, Economic Sanctions, securities, Interest Rate..., Equity Derivatives, Credit Derivatives, Foreign Exchange, Commodity, Cross-functional Team..., Financial Statement..., Risk Management, Operational Risk, Financial Accounting, Finance, Auditing, Fixed Income, Portfolio Management, Enterprise Risk..., Derivatives, Operational Risk...
Education
University of Kent
BA, Accounting Hons, top 2%
Cobham September 2014 - Present
GLS Memorial Fund October 2001 - Present
Aeroflex March 2010 - September 2014
EasyLink Services - now a part of OpenText July 2009 - March 2010
Oppenheimer & Co. Inc. March 2004 - July 2009
CIBC World Markets March 1995 - December 2002
PaineWebber June 1994 - February 1995
Ernst & Young June 1990 - September 1992
Skills
Mergers, Investment Banking, Mergers & Acquisitions, Investor Relations, Corporate Development, Management, Private Equity, Start-ups, Executive Management, Investments, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Strategy, Capital Markets
Education
University of Michigan 1986 — 1990
Accounting
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Management
Verno Capital June 2010 - Present
Kazimir Partners December 2007 - November 2009
Bear Stearns Asset Management 2006 - 2007
Natixis 2003 - 2005
CIBC World Markets 2003 - 2004
CIBC World Markets 2003 - 2004
IBJ Whitehall 1998 - 2002
Citicorp 1983 - 1998
Skills
Management, Alternative Investments, Asset Management, Fixed Income, Emerging Markets, Hedge Funds, Equities, Financial Modeling, Investment Management, Private Equity, Investment Banking, Investments
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA
Ardsley High School
University of Pennsylvania
BA, Economics
Oppenheimer & Co. Inc. January 2008 - Present
CIBC World Markets July 2006 - December 2007
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Senvest Management, LLC March 2008 - Present
Balyasny Asset Management March 2007 - January 2008
Corsair Capital Management February 2002 - February 2007
CIBC World Markets 2000 - 2001
EverAd, Inc. 2000 - 2000
eMusic 1999 - 2000
Cductive.com 1998 - 1999
Ladenburg Thalmann 1987 - 1999
Skills
Portfolio Management, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Corporate Development, Strategy, Fixed Income, Hedge Funds, Due Diligence, Equities, Risk Management, Private Equity, Management, Asset Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor's Degree, Finance, General, cum laude
Thor Equities May 2005 - Present
Crescent Heights September 2003 - May 2005
CIBC World Markets July 1997 - November 2002
Kissinger Associates 1995 - 1997
Education
University of Michigan 1991 — 1995
GSO Capital Partners / Blackstone Group February 2014 - Present
Ares Management March 2011 - February 2014
Moelis & Company June 2009 - March 2011
GSC Group January 2007 - May 2009
CIBC World Markets July 2005 - January 2007
Skills
High Yield, Private Equity, Valuation, Financial Modeling, Hedge Funds, Leveraged Lending, Asset Managment, Restructuring, Credit, LBO, Investment Banking, Capital Markets, Fixed Income, Due Diligence, Credit Analysis, Investments, Mergers & Acquisitions, Asset Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Ramapo High School 1997 — 2001
KeyBank Real Estate Capital 2015 - Present
CIBC World Markets 2013 - 2015
Freddie Mac 2011 - 2013
Commercial Real Estate Consulting 2008 - 2011
Bank of America Corporation (formerly LaSalle Bank Corporation/ABN Amro Bank N.V.) 2002 - 2008
LaSalle Bank Corporation 1999 - 2002
Skills
Real Estate Economics, Real Estate, Securitization, Real Estate Transactions, Asset Managment, Loans, Valuation, Corporate Finance, Real Estate Financing, Portfolio Management, Asset Management, Due Diligence, Financial Structuring, Capital Markets, Mortgage Lending, Structured Finance
Education
University of Iowa
Finance
Wells Fargo Securities August 2012 - Present
Wells Fargo Capital Finance LLC March 2008 - August 2012
HSBC Securities June 2006 - January 2008
CIBC World Markets March 1998 - May 2006
MBIA June 1996 - January 1998
CapMAC 1996 - 1998
Westinghouse Savannah River Company 1992 - 1996
United States Navy 1987 - 1991
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
MBA, Finance
Vanderbilt University 1983 — 1987
BE, Mechanical Engineering
CIBC World Markets November 2000 - Present
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, FX Options, FX trading, Financial Markets, Fixed Income, Low Latency, Market Data, Prime Brokerage, SDLC, Sybase, Trading Systems, Business Analysis, Trading, Requirements Analysis
Education
University of Regina 1980 — 1985
CIBC July 2012 - Present
CIBC 2006 - June 2012
CIBC World Markets 2003 - June 2012
National Bank of Oman 2001 - 2005
Skills
Risk Management
Education
Global Association for Risk Professionals 2010 — 2010
FRM, Risk Management
Institute of Management Accountants 2004 — 2006
CMA, Management Accountancy
Institute of Chartered Accountants of India 1978 — 2003
FCA, Accounting, Auditing, Taxation, Company and Business Laws
University of Madras 1975 — 1978
B.Sc, Mathematics
First New York Securities 2009 - Present
Semper Capital Management 2008 - 2009
Canadian Imperial Bank of Commerce (CIBC) August 1999 - March 2007
CIBC World Markets August 1999 - March 2007
HCP Brenner Securities LLC 1990 - 1993
Oppenheimer & Co. 1987 - 1990
Skills
Fixed Income, Hedge Funds, Asset Management, Securities, FX Options, Capital Markets, Asset Managment, Accounting, Equities, Series 7, Bonds, Alternative Investments, Bloomberg, Financial Services, Trading Systems, Trading, Middle Office, Derivatives, Prime Brokerage, Options, Investments, Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Rochester
Bachelor of Arts (B.A.), Psychology
Financial Accounting Standards Board 2006 - Present
New Amsterdam Partners April 2004 - June 2006
CIBC World Markets April 2002 - April 2004
Merrill Lynch June 1998 - April 2002
Education
University of North Carolina at Chapel Hill 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
Wake Forest University 1989 — 1993
BS, Accounting
CIBC April 2013 - Present
CIBC World Markets April 2013 - Present
U S Bank National Association May 2006 - April 2013
Capital One 1999 - 2006
Hibernia National Bank 1985 - 2006
Hibernia Corporation 1985 - 2006
Skills
Credit, Commercial Banking, Banking, Credit Analysis, Commercial Lending, Credit Risk, Portfolio Management, Accounting, Loans, Financial Analysis, Investments, Finance, Cash Management, Risk Management, Underwriting, Treasury Management, Financial Modeling, Corporate Finance, Small Business Lending, Financial Risk, Due Diligence, Asset Based Lending, Process Improvement, Capital Markets, Valuation, Retail Banking, Consumer Lending, Mortgage Lending, Mergers, Financial Services, Financial Structuring, Structured Finance, Loan Origination, Derivatives
Education
FINRA 2012 — 2012
Series 63 & 79
University of New Orleans 1984 — 1986
Accounting requirements for CPA exam
University of New Orleans
B. S., Management
CIBC World Markets 1994 - Present
Education
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Finance
University of Ottawa / Université d'Ottawa 1983 — 1987
B.Comm, Marketing, International Business
CIBC World Markets February 2013 - Present
Arbor Commercial Mortgage August 2012 - February 2013
Ernst & Young - Transaction Real Estate Advisory January 2010 - August 2012
General Electric April 2006 - March 2009
Scotia Capital 2000 - 2006
CapStar Hotel Company December 1996 - September 1997
Education
University of Rochester - Simon Business School 1999 — 2000
MBA, Finance and Accounting
University of Vermont
Bachelor of Arts, Math and Economics
Brown & Brown November 2008 - Present
CIBC World Markets January 2007 - November 2008
Education
University of Mississippi 2002 — 2006
BBA, Finance & Real Estate
PNC November 2014 - Present
PNC June 2013 - October 2014
Ralph Lauren Corporation March 2009 - May 2013
Polo Ralph Lauren March 2006 - October 2008
INTTRA June 2005 - October 2005
CIBC May 2004 - June 2005
CIBC May 2000 - May 2004
CIBC World Markets July 1999 - May 2000
American Express August 1998 - July 1999
The IT Group April 1997 - July 1998
Education
University of Pittsburgh
BA, Business Administration, Communications & Accounting
Canaccord Genuity Inc. May 2010 - Present
Genuity Capital Markets February 2005 - April 2010
CIBC World Markets January 2000 - January 2005
Scotiabank Global Banking and Markets June 1997 - December 1999
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst (CFA)
University of Oxford
Doctor of Philosophy (Ph.D.)
University of Toronto
Master of Arts (MA)
Western University
Bachelor of Arts (BA)
Brigade Capital Management August 2012 - Present
Deutsche Bank May 2009 - June 2012
Citadel Investment Group 2005 - 2008
Credit Suisse First Boston July 2002 - July 2005
Credit Suisse First Boston July 2000 - July 2002
CIBC World Markets July 1999 - July 2000
Education
University of Pennsylvania 1995 — 1999
BA, International Relations
Mistral Equity Partners CEOMistral Equity PartnersJanuary 2007 - Present
Trimaran Capital Partners June 2000 - December 2006
CIBC World Markets August 1995 - April 2001
The Argosy Group February 1990 - August 1995
Drexel Burnham Lambert July 1984 - February 1990
Shearson/American Express July 1980 - July 1984
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS/MBA, Accounting and finance
CIBC World Markets July 2010 - Present
FundCore Finance Group February 2009 - July 2010
Merrill Lynch June 2005 - February 2009
Skills
Real Estate Economics, Commercial Mortgages, Underwriting, Mezzanine, Valuation, Capital Markets, Asset Management, Structured Finance, Due Diligence, Financial Modeling, Private Equity, Financial Structuring, Investment Banking, Investments, Equities, CMBS, Portfolio Management
Education
University of Pennsylvania 2001 — 2005
B.A., French
University of Pennsylvania - The Wharton School 2001 — 2005
B.S., Business, Real Estate
EverWest Real Estate Partners Director, Equity Capital MarketsAlliance Commercial Partners, LLCSeptember 2011 - Present
Permira Debt Managers January 2007 - April 2010
Amaranth June 2006 - November 2006
CIBC World Markets January 1999 - March 2006
Education
University of Louisville 1994 — 1998
BS, Finance
Covington Catholic High School 1990 — 1994
MTS Health Investors October 2008 - Present
CIBC World Markets June 2007 - November 2008
Skills
Private Equity, Corporate Finance, Valuation, Financial Modeling, Equities
Education
University of North Carolina at Chapel Hill
Standard Chartered Bank February 2015 - Present
Standard Chartered Bank October 2013 - February 2015
Standard Chartered Bank September 2010 - October 2013
Private Consultant 2009 - 2010
Aozora Investment Management Ltd January 2004 - November 2007
CIBC World Markets July 1987 - June 2002
Skills
Investments, Start-ups, Capital Markets, Fixed Income, Financial Services, Credit, Alternative Investments, Private Equity, Financial Analysis, Hedge Funds, Structured Finance, Credit Risk
Education
University of Oklahoma - Price College of Business 1983 — 1985
Business Administration
University of Oklahoma 1979 — 1983
BA, Political Science and Economics
Catterton May 2012 - Present
AlpInvest Partners February 2001 - October 2011
Walker Digital 2000 - 2001
CIBC World Markets 1998 - 2000
Education
University of Pennsylvania
BA, Economics
Brennan Asset Management 2015 - Present
Hutchinson Capital Management 2013 - 2015
RBO & Co., LLC 2009 - 2012
Boyar Asset Management 2004 - 2009
William Blair and Company 2003 - 2004
CIBC World Markets 2002 - 2003
Deutsche Bank 2000 - 2002
Deutsche Bank 1998 - 2000
Skills
Chartered Financial..., Portfolio Management, Equity Research, Financial Modeling, Brazilian Portuguese, Financial Analysis, Corporate Finance, Bloomberg, Hedge Funds, Equities, Investment Banking, Asset Managment, Valuation, Alternative Investments
Education
University of Notre Dame 1994 — 1998
BA, Economics, Summa cum laude
Creighton Prep 1990 — 1994
Ladenburg Thalmann September 2013 - Present
Barclays Capital September 2008 - September 2013
Lehman Brothers March 2005 - September 2008
CIBC World Markets October 1999 - February 2005
Salomon Smith Barney May 1998 - October 1999
Union Bank of Switzerland June 1995 - May 1998
Skills
Equity Research, Equities, Securities, Investment Banking, Capital Markets, FINRA, Financial Markets, Emerging Markets, Valuation, Bloomberg
Education
University of Rochester
AIR Worldwide September 2013 - Present
AIR Worldwide October 2006 - Present
Calpine May 2005 - May 2006
Sempra Energy June 2004 - April 2005
Ceritas Energy Trading Inc. May 2003 - May 2004
American Bureau of Shipping August 2000 - April 2003
CIBC World Markets April 1997 - May 2000
Skills
Quantitative Analytics, Financial Risk, Risk Management, Market Risk, Solvency II, Enterprise Risk..., Trading, Derivatives, Risk Analysis, Insurance, Portfolio Management, Financial Modeling, Credit Risk, Operational Risk, Capital Markets, Fixed Income, Econometrics, Actuarial Science, VBA, Structured Products, Quantitative Finance, Equities, ALM, Portfolio Optimization, Statistical Modeling, Monte Carlo Simulation
Education
New York Institute of Finance 1998 — 1999
CPMP
University of Oxford 1994 — 1996
M. Phil.
University of St. Andrews 1990 — 1994
BA & MA
1EG, Varna, Bulgaria
High School Diploma
Albert Fried & Company June 2015 - Present
TD May 2013 - June 2015
TD Securities February 2009 - April 2013
Deutsche Bank Securities March 2004 - January 2009
Clinton Group November 2003 - February 2004
Deutsche Asset Management May 2002 - November 2003
CIBC World Markets March 2000 - April 2002
Donaldson, Lufkin & Jenrette June 1994 - March 2000
Skills
Equities, Equity Derivatives, Prime Brokerage, Delta One, Arbitrage, Equity Swaps, Fixed Income, CFDs, P&L Analysis, CDS, Interest Rate Swaps, Hedge Funds, Credit Derivatives, Derivatives, Middle Office, Interest Rate..., Structured Products, Electronic Trading, Swaps, Options, Equity Trading, Bonds, Bloomberg, Securities
Education
University of Scranton 1990 — 1993
Bachelor of Science, Management
Pritchard Capital Partners November 2010 - Present
SOLEIL SECURITIES CORPORATION 2003 - 2009
CIBC World Markets January 1995 - January 2003
Lehman Brothers January 1990 - January 1995
Skills
Equity Research, Equities, Valuation, Hedge Funds, Capital Markets, Research
Education
New York University
MBA
University of Pennsylvania
BA
CIBC World Markets January 2000 - Present
Education
University of Ottawa / Université d'Ottawa 1994 — 1999
B.S.Sc, Economics, Political Science
School name:
Credit Suisse September 2011 - Present
CIBC World Markets August 2002 - August 2011
Education
University of New Brunswick 1998 — 2002
CIBC Wholesale Banking January 2015 - Present
CIBC Wholesale Banking February 2011 - December 2014
CIBC WHOLESALE BANKING January 2006 - December 2010
CIBC World Markets March 2003 - December 2006
DAVIS AND Henderson 2000 - 2002
Skills
SDLC, ETL, Data Warehousing, Integration, Business Intelligence, SQL, Project Delivery, Microsoft SQL Server, Cognos, Informatica, Oracle 9i, Sybase, Autosys, Salesforce.com, Dimensional Modeling, Data Modeling, Oracle, PL/SQL, Unix, User Acceptance Testing, CRM
Education
University of Mumbai
Bachelor of Science, Physics
MidCap Financial 2014 - Present
CIBC World Markets June 2012 - August 2012
Maple Trade Finance May 2011 - August 2011
Wharton Accounting Department September 2010 - December 2010
Skills
Financial Modeling, Financial Analysis, Research, Bloomberg, Valuation, Microsoft Excel, Microsoft Office, Corporate Finance
Education
University of Pennsylvania 2009 — 2013
BSc, Finance, Management
Halifax West High School 2006 — 2009
Freifeld Associates Consulting January 2005 - Present
CMGI 2000 - 2001
CIBC World Markets 1995 - 2000
Skills
Healthcare, Non-profits, Training, Public Speaking, New Business Development, Research, Healthcare Management, Strategic Planning, Nonprofits, Program Development, Hospitals, Teaching, Team Building, Insurance, Leadership, Leadership Development, Sales
Education
University of Miami 1993 — 1994
Masters, International Affairs
American Express September 2013 - Present
American Express January 2012 - August 2013
American Express 2008 - 2012
American Express 2006 - 2008
American Express 2005 - 2006
American Express 2002 - 2005
CIBC World Markets 2000 - 2002
Carrier Mexico S.A. de C.V. 1999 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Skills
Finance, Strategic Financial..., Financial Analysis, Financial Forecasting, Regulatory Submissions, Financial Services, Financial Modeling, Process Improvement, Investment Banking, Credit Cards
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.)
Village of La Grange Police Pension Board July 2015 - Present
In Transition February 2014 - Present
Allstate Investments May 2003 - February 2014
Fitch Ratings June 2000 - May 2003
Duff & Phelps Credit Rating Company June 1998 - June 2000
CIBC World Markets 1987 - 1998
National Bank of Canada 1983 - 1987
Continental Illinois National Bank 1981 - 1983
Skills
Project Finance, Finance, Portfolio Management, Structured Finance, Bonds, Capital Markets, Fixed Income, Investments, Credit Analysis, Leadership, Valuation, Alternative Investments, Hedge Funds, Private Placements, Financial Modeling, Financial Structuring, Asset Management, Private Equity, Corporate Finance, Equities, Bloomberg, Investment Banking, Securities, Investment Management
Education
Callanan Junior High School
University of Iowa
Master of Business Administration (M.B.A.), Finance
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance
Pembina Pipeline Corporation May 2012 - Present
CIBC World Markets August 2010 - April 2012
Irving Oil Commercial GP May 2009 - August 2010
Skills
Investment Banking, LBO, Valuation, Capital Markets, Bloomberg, Capital IQ, Financial Modeling, Equities, Equity Research, Private Equity, Special Situations, DCF, Corporate Finance, Fixed Income, Equity Valuation, Private Placements, M&A experience
Education
University of New Brunswick 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
G D Chang Ltd January 2008 - Present
Standard & Poor's Ratings Services November 1995 - March 2005
CIBC World Markets March 1992 - June 1994
TD Securities November 1989 - March 1992
Midland Doherty Ltd. October 1987 - November 1989
Education
University of San Diego 1984 — 1986
MBA
University of Ottawa 1979 — 1983
BASc, Mechanical Engineering
Related Companies August 2011 - Present
Pharos Hospitality July 2010 - June 2011
Bank of America Merrill Lynch July 2007 - June 2010
Banc of America Securities June 2006 - August 2006
CIBC World Markets June 2005 - August 2005
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business
Bank America Merrill Lynch April 2012 - Present
MathInvestDecisions, Inc. March 2009 - March 2012
ARTIO GLOBAL April 2004 - March 2009
Julius Baer 2004 - 2009
CIBC World Markets November 2000 - August 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Bloomberg, Equities, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Private Equity, Securities, Investment Management, Asset Allocation, Investments, Mutual Funds, ETFs, Equity Research, Asset Managment, Trading
Education
University of Maryland College Park 1996 — 1999
Bachelor of Arts, Economics
University of Pittsburgh 1994 — 1996
The Home Depot Canada July 2011 - Present
Direct Energy Business Services December 2007 - June 2011
CIBC World Markets July 2005 - December 2007
IBM Canada Ltd. August 2004 - June 2005
TD Meloche Monnex February 2004 - May 2004
Citigroup Financial Services October 2000 - November 2003
Skills
Lotus Notes, Travel Arrangements, Microsoft Excel, Administrative..., Customer Service, PowerPoint, Leadership, Teamwork, Time Management
Education
Bombay University 1984 — 1989
BA, World History
Valicenti Advisory Services, Inc. March 2014 - Present
Tire Centers, LLC November 2012 - March 2014
US Army/US Army Reserve April 2007 - June 2013
CIBC World Markets March 1999 - January 2006
Bankers Trust Company August 1997 - March 1999
Skills
Process Improvement, Corporate Finance, Financial Analysis, Risk Management, Logistics, Equities, Fixed Income, Investments, Leadership, Finance, Analysis, Operational Planning, Management
Education
University of Rochester 2014 — 2015
Master of Science (MS), Finance
University of Rochester 1993 — 1997
Bachelor of Arts, Economics
BMO Capital Markets January 2007 - January 2010
WACHOVIA SECURITIES January 2000 - January 2004
CIBC World Markets January 1991 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Strategic Planning, Series 7, Series 63
Education
University of New Hampshire 1986 — 1990
B.A, Psychology
S&P Capital IQ May 2015 - Present
CIBC September 2013 - August 2014
CIBC World Markets March 2012 - October 2013
Skills
Finance, Teamwork, Investments, Financial Services, Leadership, Team Leadership, Marketing Strategy, Financial Risk, Financial Markets, Credit Analysis, Strategic Planning, Analysis, Commercial Banking, Entrepreneurship, Consumer Lending, Financial Economics
Education
University of Ottawa / Université d'Ottawa 2010 — 2014
Bachelor's Degree, Economics, Finance, Management
2015 Level I Candidate in the CFA Program
seeking new career opportunities May 2013 - Present
CIBC World Markets March 2007 - May 2013
AMF Consultant Inc. January 2006 - March 2007
ELECTRICAL CONTRACTOR ASSOCIATION OF CANADA - GROUP August 2004 - December 2005
WOOD GUNDY CANADA August 2002 - June 2003
Skills
Finance, Auditing, Financial Analysis, Financial Accounting, Variance Analysis, Budgeting, Financial Reporting, Bank Reconciliation, Planning Budgeting &...
Education
Bombay University
Bachelor of Commerce (BCom), Accounting and Finance