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.,
CIBC World Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CIBC World Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CIBC World Markets Employees
Employee
Years
Job
Industry
Kamilla Molnar Kamilla Molnar's CIBC World Markets Experience 1995 - 2004
Job Director of Finance and Administration at Ontario Nature
Industry Nonprofit Organization Management
Experience
Ontario Nature December 2013 - Present
Anxiety Disorders Association of Canada 2010 - Present
Muscular Dystrophy Canada January 2011 - December 2013
Ontario Society of Professional Engineers 2008 - 2010
Covenant House Toronto 2006 - 2007
Canadian Imperial Bank of Commerce 2004 - 2006
CIBC World Markets 1995 - 2004
Skills
Non-profits, Research, Nonprofits, Public Speaking, Volunteer Management, Finance, Fundraising
Education
Certified General Accountants of Ontario 1999 — 2006
Designation, Accounting
Centennial College 1992 — 1995
Hospitality and Tourism Administration
Ontario Nature December 2013 - Present
Anxiety Disorders Association of Canada 2010 - Present
Muscular Dystrophy Canada January 2011 - December 2013
Ontario Society of Professional Engineers 2008 - 2010
Covenant House Toronto 2006 - 2007
Canadian Imperial Bank of Commerce 2004 - 2006
CIBC World Markets 1995 - 2004
Skills
Non-profits, Research, Nonprofits, Public Speaking, Volunteer Management, Finance, Fundraising
Education
Certified General Accountants of Ontario 1999 — 2006
Designation, Accounting
Centennial College 1992 — 1995
Hospitality and Tourism Administration
Suzanne Fitzmaurice Sholes Suzanne Fitzmaurice Sholes's CIBC World Markets Experience July 1996 - May 2001
Job Real Estate Agent at The Riverside Realty Group
Industry Real Estate
Experience
The Riverside Realty Group September 2010 - Present
CIBC World Markets July 1996 - May 2001
Credit Suisse 1992 - 1996
Skills
Real Estate, First Time Home Buyers, Buyers..., Condos, Referrals, Sales, Sellers, New Home Construction, Real Estate Transactions, Buyer Representation, Luxury, Residential Homes, Listings, Investment Properties, Brokerage, Marketing, Financial Analysis, Vacation Homes, Real Property, Management
Education
Brown University
B.A., Political Science, Organizational Behavoir and Management
The Riverside Realty Group September 2010 - Present
CIBC World Markets July 1996 - May 2001
Credit Suisse 1992 - 1996
Skills
Real Estate, First Time Home Buyers, Buyers..., Condos, Referrals, Sales, Sellers, New Home Construction, Real Estate Transactions, Buyer Representation, Luxury, Residential Homes, Listings, Investment Properties, Brokerage, Marketing, Financial Analysis, Vacation Homes, Real Property, Management
Education
Brown University
B.A., Political Science, Organizational Behavoir and Management
Lori Gabhart Mausehund Lori Gabhart Mausehund's CIBC World Markets Experience August 1998 - July 1999
Job Office Manager
Industry
Experience
Mightybell Software January 2012 - Present
Thomas Weisel Partners June 2000 - June 2004
Goldman Sachs June 1999 - June 2000
CIBC World Markets August 1998 - July 1999
Montgomery Securities August 1996 - August 1998
Skills
Management, Event Planning, Marketing
Education
California State University-Chico 1990 — 1994
Bachelor's Degree, Psychology
Mightybell Software January 2012 - Present
Thomas Weisel Partners June 2000 - June 2004
Goldman Sachs June 1999 - June 2000
CIBC World Markets August 1998 - July 1999
Montgomery Securities August 1996 - August 1998
Skills
Management, Event Planning, Marketing
Education
California State University-Chico 1990 — 1994
Bachelor's Degree, Psychology
Ed Ma Ed Ma's CIBC World Markets Experience July 2011 - March 2012
Job MBA Candidate at Carnegie Mellon Tepper School of Business
Industry Financial Services
Experience
Letv July 2015 - August 2015
Envision Capital May 2015 - July 2015
Spectrum Brands June 2013 - July 2014
Watson Building Supplies Ltd April 2012 - June 2013
CIBC World Markets July 2011 - March 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Finance, Financial Reporting, Financial Accounting, Business Intelligence, Strategic Financial..., Valuation, Business Development, Investments, Financial Planning, Management, Analysis, Data Management, Access
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy
University of Toronto 2007 — 2011
B.Comm, Finance and Economics Specialist
CFA Institute
Letv July 2015 - August 2015
Envision Capital May 2015 - July 2015
Spectrum Brands June 2013 - July 2014
Watson Building Supplies Ltd April 2012 - June 2013
CIBC World Markets July 2011 - March 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Finance, Financial Reporting, Financial Accounting, Business Intelligence, Strategic Financial..., Valuation, Business Development, Investments, Financial Planning, Management, Analysis, Data Management, Access
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy
University of Toronto 2007 — 2011
B.Comm, Finance and Economics Specialist
CFA Institute
Ben Slusarchuk Ben Slusarchuk's CIBC World Markets Experience July 2008 - March 2011
Job Vice President, Corporate Development and Finance at Era Group Inc.
Industry Oil & Energy
Experience
Era Group Inc. December 2014 - Present
Era Group Inc. May 2013 - December 2014
Deutsche Bank Securities April 2011 - December 2012
CIBC World Markets July 2008 - March 2011
CIBC World Markets May 2005 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Bloomberg, Equities, Equity Research, Private Equity, Corporate Finance, Fixed Income, LBO, Mergers & Acquisitions
Education
Carleton University 2001 — 2005
Bachelor of Commerce (BCom), Finance, General
Era Group Inc. December 2014 - Present
Era Group Inc. May 2013 - December 2014
Deutsche Bank Securities April 2011 - December 2012
CIBC World Markets July 2008 - March 2011
CIBC World Markets May 2005 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Bloomberg, Equities, Equity Research, Private Equity, Corporate Finance, Fixed Income, LBO, Mergers & Acquisitions
Education
Carleton University 2001 — 2005
Bachelor of Commerce (BCom), Finance, General
Amanda Emmanuel Amanda Emmanuel's CIBC World Markets Experience May 2008 - August 2008
Job Senior Technical Product Manager at eBay
Industry Internet
Experience
eBay September 2015 - Present
J.P. Morgan September 2014 - December 2014
Amanda Emmanuel Luxury Apparel July 2011 - May 2014
Industry Canada July 2012 - April 2014
MindShare Consulting (acquired by TekSavvy) April 2010 - March 2011
OCRI Talent Bridge May 2009 - August 2009
CIBC World Markets May 2008 - August 2008
General Dynamics May 2007 - August 2007
General Dynamics May 2006 - August 2006
Skills
Project Management, Product Development, Entrepreneurship, Software Development, Business Analysis, User Experience, Marketing, Social Media, User-centered Design, Cloud Computing, Information Architecture, Manage Client..., Leadership, Adobe Creative Suite, Business Intelligence, C#, PHP, HTML, CSS, ActionScript, Software Project..., Information Management, Interaction Design, Digital Media, Supply Chain Management, Resource Management, Sales, mobile, Proposal Writing, RFP, Product Marketing, Information Technology, Business Development, Web Development
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Carleton University 2006 — 2010
Information Technology, with Distinction, Interactive Multimedia and Design
McMaster University 2004 — 2006
Engineering, Computer Engineering
eBay September 2015 - Present
J.P. Morgan September 2014 - December 2014
Amanda Emmanuel Luxury Apparel July 2011 - May 2014
Industry Canada July 2012 - April 2014
MindShare Consulting (acquired by TekSavvy) April 2010 - March 2011
OCRI Talent Bridge May 2009 - August 2009
CIBC World Markets May 2008 - August 2008
General Dynamics May 2007 - August 2007
General Dynamics May 2006 - August 2006
Skills
Project Management, Product Development, Entrepreneurship, Software Development, Business Analysis, User Experience, Marketing, Social Media, User-centered Design, Cloud Computing, Information Architecture, Manage Client..., Leadership, Adobe Creative Suite, Business Intelligence, C#, PHP, HTML, CSS, ActionScript, Software Project..., Information Management, Interaction Design, Digital Media, Supply Chain Management, Resource Management, Sales, mobile, Proposal Writing, RFP, Product Marketing, Information Technology, Business Development, Web Development
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Carleton University 2006 — 2010
Information Technology, with Distinction, Interactive Multimedia and Design
McMaster University 2004 — 2006
Engineering, Computer Engineering
Alex Garris Alex Garris's CIBC World Markets Experience May 2001 - August 2002
Job Chief UX Monkey at Monkey Republic Design
Industry Design
Experience
Monkey Republic Design November 2010 - Present
California Bank & Trust, Media & Entertainment Group October 2008 - March 2011
Sony Pictures Entertainment 2005 - 2005
Robert D Niehaus Consulting December 2002 - November 2003
CIBC World Markets May 2001 - August 2002
Quellos Group, LLC 2000 - 2000
Skills
User Experience, Strategy, User Interface Design, Information Architecture, User Experience Design
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Strategy, Creativity, Marketing
Claremont McKenna College 1997 — 2001
BA, Philosophy, Politics & Economics
Monkey Republic Design November 2010 - Present
California Bank & Trust, Media & Entertainment Group October 2008 - March 2011
Sony Pictures Entertainment 2005 - 2005
Robert D Niehaus Consulting December 2002 - November 2003
CIBC World Markets May 2001 - August 2002
Quellos Group, LLC 2000 - 2000
Skills
User Experience, Strategy, User Interface Design, Information Architecture, User Experience Design
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Strategy, Creativity, Marketing
Claremont McKenna College 1997 — 2001
BA, Philosophy, Politics & Economics
Brian K. Fern Brian K. Fern's CIBC World Markets Experience 1991 - 2001
Job CFO Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management, L.L.C. 2004 - 2014
GFI Management Services 2003 - 2004
CIBC World Markets 1991 - 2001
Shearson Lehman Brothers 1990 - 1991
The First Boston Corporation 1984 - 1990
Deloitte 1981 - 1984
Skills
Hedge Funds, Private Equity, Equities, Financial Modeling, Asset Managment, Investments, Mutual Funds, Portfolio Management, Trading, Risk Management, Financial Analysis, Economics, Due Diligence, Derivatives, Options, Corporate Finance, Fixed Income, Mergers, Venture Capital, Strategic Planning, Valuation, Investment Banking, Securities, Alternative Investments, Financial Services, Asset Management, Mergers & Acquisitions, Investment Management, Asset Allocation, Investment Strategies, Equity Research, Getting The Job Done, Series 7, Wealth Management, Bloomberg, Fund Of Funds, Finance, Management
Education
Boston University Questrom School of Business 1977 — 1981
BSBA, Accounting
JEC 1974 — 1977
Palisade Capital Management, L.L.C. 2004 - 2014
GFI Management Services 2003 - 2004
CIBC World Markets 1991 - 2001
Shearson Lehman Brothers 1990 - 1991
The First Boston Corporation 1984 - 1990
Deloitte 1981 - 1984
Skills
Hedge Funds, Private Equity, Equities, Financial Modeling, Asset Managment, Investments, Mutual Funds, Portfolio Management, Trading, Risk Management, Financial Analysis, Economics, Due Diligence, Derivatives, Options, Corporate Finance, Fixed Income, Mergers, Venture Capital, Strategic Planning, Valuation, Investment Banking, Securities, Alternative Investments, Financial Services, Asset Management, Mergers & Acquisitions, Investment Management, Asset Allocation, Investment Strategies, Equity Research, Getting The Job Done, Series 7, Wealth Management, Bloomberg, Fund Of Funds, Finance, Management
Education
Boston University Questrom School of Business 1977 — 1981
BSBA, Accounting
JEC 1974 — 1977
Garth Klimchuk Garth Klimchuk's CIBC World Markets Experience 1997 - 2000
Job Energy Industry Financial Executive
Industry Renewables & Environment
Experience
NorthWinds Renewables January 2003 - Present
Bovaro Partners LLC 2001 - 2003
Berenson, Minella & Co., Inc. September 1999 - September 2001
CIBC World Markets 1997 - 2000
JP Morgan 1994 - 1997
Chem Systems Inc. 1992 - 1994
Kidder Peabody 1989 - 1992
Skills
Investment Banking, Renewable Energy, Valuation, Mergers, Financial Analysis, Project Finance, Business Strategy, Financial Modeling, Entrepreneurship, Energy, Investments, Private Equity, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Equities, Financial Structuring, Executive Management, Solar Energy, Wind, Emerging Markets, Fixed Income, Securities, Capital, Sustainable Energy, Financial Services, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1987 — 1988
MBA, Finance and Management. Concentration in Strategic Planning.
University of Pennsylvania 1986 — 1987
Master of Science (M.S.), Energy Management and Policy
Brown University 1980 — 1984
Bachelor of Science (B.Sc.), Geology
NorthWinds Renewables January 2003 - Present
Bovaro Partners LLC 2001 - 2003
Berenson, Minella & Co., Inc. September 1999 - September 2001
CIBC World Markets 1997 - 2000
JP Morgan 1994 - 1997
Chem Systems Inc. 1992 - 1994
Kidder Peabody 1989 - 1992
Skills
Investment Banking, Renewable Energy, Valuation, Mergers, Financial Analysis, Project Finance, Business Strategy, Financial Modeling, Entrepreneurship, Energy, Investments, Private Equity, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Equities, Financial Structuring, Executive Management, Solar Energy, Wind, Emerging Markets, Fixed Income, Securities, Capital, Sustainable Energy, Financial Services, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1987 — 1988
MBA, Finance and Management. Concentration in Strategic Planning.
University of Pennsylvania 1986 — 1987
Master of Science (M.S.), Energy Management and Policy
Brown University 1980 — 1984
Bachelor of Science (B.Sc.), Geology
Richard Rice Richard Rice's CIBC World Markets Experience May 2000 - August 2009
Job Vice President, Treasury Risk Mangement at Element Financial Corporation
Industry Financial Services
Experience
CIBC October 2012 - September 2014
CIBC FirstCaribbean International Bank August 2009 - September 2012
CIBC World Markets May 2000 - August 2009
Bank of America January 1995 - May 2000
Skills
Trading, Derivatives, Market Risk, Fixed Income, Treasury, FX Options, Capital Markets, Swaps, Interest Rate..., Hedging, Risk Management, Treasury Management, Strategic Planning, Bloomberg, Portfolio Management, FX, Financial Markets, Banking, Financial Risk, Trading Systems, Investments, Options, Structured Products, Cash Management, Funding, Interest Rate Risk..., Foreign Exchange, Foreign Exchange Risk...
Education
Brock University 1984 — 1988
Honours Business Administration, Financial Mathematics
CIBC October 2012 - September 2014
CIBC FirstCaribbean International Bank August 2009 - September 2012
CIBC World Markets May 2000 - August 2009
Bank of America January 1995 - May 2000
Skills
Trading, Derivatives, Market Risk, Fixed Income, Treasury, FX Options, Capital Markets, Swaps, Interest Rate..., Hedging, Risk Management, Treasury Management, Strategic Planning, Bloomberg, Portfolio Management, FX, Financial Markets, Banking, Financial Risk, Trading Systems, Investments, Options, Structured Products, Cash Management, Funding, Interest Rate Risk..., Foreign Exchange, Foreign Exchange Risk...
Education
Brock University 1984 — 1988
Honours Business Administration, Financial Mathematics
Dawn Stansfield's CIBC World Markets Experience June 1998 - April 2002
Job Sr. Administrative Assistant at Irvine Company
Industry Real Estate
Experience
Irvine Company Office Properties August 2014 - Present
Two Brown Eyed Girls Nail Art Studio February 2012 - Present
TM Financial Forensics LLC March 2012 - August 2014
Sacramento Associates April 2007 - December 2011
Carrier IQ December 2005 - April 2007
Sygate Technologies July 2004 - December 2005
Apax Partners October 2002 - July 2004
CIBC World Markets June 1998 - April 2002
Montgomery Securities October 1996 - June 1998
Amdahl Corporation April 1995 - October 1996
Skills
Administrative..., Social Media, Calendaring, Copy Typing, Event Management, Heavy Calendaring, Start-ups, Microsoft Word, Customer Service, Project Management, System Administration, Salesforce.com, Executive Level..., Research, Building Relationships, Business Strategy, Program Management, Fundraising, Marketing, Sales, Social Networking, Human Resources
Education
Cañada College 1987 — 2000
AS, Interior Design
Sequoia High School, Redwood City 1977 — 1979
high school diploma
LP Goodrich High School, Fond du Lac 1976 — 1977
San Carlos High School, San Carlos 1975 — 1976
Irvine Company Office Properties August 2014 - Present
Two Brown Eyed Girls Nail Art Studio February 2012 - Present
TM Financial Forensics LLC March 2012 - August 2014
Sacramento Associates April 2007 - December 2011
Carrier IQ December 2005 - April 2007
Sygate Technologies July 2004 - December 2005
Apax Partners October 2002 - July 2004
CIBC World Markets June 1998 - April 2002
Montgomery Securities October 1996 - June 1998
Amdahl Corporation April 1995 - October 1996
Skills
Administrative..., Social Media, Calendaring, Copy Typing, Event Management, Heavy Calendaring, Start-ups, Microsoft Word, Customer Service, Project Management, System Administration, Salesforce.com, Executive Level..., Research, Building Relationships, Business Strategy, Program Management, Fundraising, Marketing, Sales, Social Networking, Human Resources
Education
Cañada College 1987 — 2000
AS, Interior Design
Sequoia High School, Redwood City 1977 — 1979
high school diploma
LP Goodrich High School, Fond du Lac 1976 — 1977
San Carlos High School, San Carlos 1975 — 1976
Felix J Rivas Felix J Rivas's CIBC World Markets Experience August 2004 - January 2006
Job Strategic Advisor, Senior Program Architect at Salesforce.com, Salesforce Certified Technical Architect
Industry Computer Software
Experience
Salesforce.com September 2013 - Present
Salesforce.com July 2011 - August 2013
AIG July 2008 - July 2011
Morgan Stanley July 2007 - July 2008
SunGard January 2006 - June 2007
CIBC World Markets August 2004 - January 2006
Federal Reserve Bank of New York April 2001 - August 2004
Skills
Spring, Java, J2EE Application..., J2EE Web Services, WebSphere Application..., Salesforce.com..., Apex Programming, Visualforce Pages, Spring Webflow, Continuous Integration, Large Systems..., Large Scale Systems..., Software Engineering, Technical Architecture, jQuery, JavaScript, Enterprise Search, Custom CMS Development, SDL Tridion, Market Data, Web Analytics, HBX, Digital Marketing, Design Patterns, Omniture, Autonomy IDOL, Ultraseek, Ext JS, Tomcat, XML, Hibernate, Websphere, JAXB, Integration, PL/SQL, Enterprise Architecture, SOA, Large Scale Systems, SDLC, JMS, Web Services, Architecture, JBoss Application Server, Solution Architecture, EJB, Agile Methodologies, REST, SOAP, Core Java, JSF
Education
City University of New York-Herbert H. Lehman College 1994 — 2000
Bachelors of Science, Computer Science
Salesforce.com September 2013 - Present
Salesforce.com July 2011 - August 2013
AIG July 2008 - July 2011
Morgan Stanley July 2007 - July 2008
SunGard January 2006 - June 2007
CIBC World Markets August 2004 - January 2006
Federal Reserve Bank of New York April 2001 - August 2004
Skills
Spring, Java, J2EE Application..., J2EE Web Services, WebSphere Application..., Salesforce.com..., Apex Programming, Visualforce Pages, Spring Webflow, Continuous Integration, Large Systems..., Large Scale Systems..., Software Engineering, Technical Architecture, jQuery, JavaScript, Enterprise Search, Custom CMS Development, SDL Tridion, Market Data, Web Analytics, HBX, Digital Marketing, Design Patterns, Omniture, Autonomy IDOL, Ultraseek, Ext JS, Tomcat, XML, Hibernate, Websphere, JAXB, Integration, PL/SQL, Enterprise Architecture, SOA, Large Scale Systems, SDLC, JMS, Web Services, Architecture, JBoss Application Server, Solution Architecture, EJB, Agile Methodologies, REST, SOAP, Core Java, JSF
Education
City University of New York-Herbert H. Lehman College 1994 — 2000
Bachelors of Science, Computer Science
Jason Chung 鍾昌運's CIBC World Markets Experience May 2004 - August 2004
Job quantitative risk management work at ICE Clear Credit / The Clearing Corp.
Industry Financial Services
Experience
The Clearing Corporation / ICE Trust US 2008 - Present
BMO Capital Markets 2006 - 2008
GMAC ResCap 2005 - 2005
CIBC World Markets May 2004 - August 2004
BMO Capital Markets September 2003 - December 2003
Skills
Portfolio Management, Market Risk, Financial Modeling, Quantitative Finance, VBA, Quantitative Analytics, Derivatives, Fixed Income, Risk Management, Financial Risk, Credit Derivatives
Education
University of Waterloo 2002 — 2004
MAcc-Finance, Mathematical Finance
Carleton University 2000 — 2002
MSc, Mathematics
Soochow University
BBA, business administration
The Clearing Corporation / ICE Trust US 2008 - Present
BMO Capital Markets 2006 - 2008
GMAC ResCap 2005 - 2005
CIBC World Markets May 2004 - August 2004
BMO Capital Markets September 2003 - December 2003
Skills
Portfolio Management, Market Risk, Financial Modeling, Quantitative Finance, VBA, Quantitative Analytics, Derivatives, Fixed Income, Risk Management, Financial Risk, Credit Derivatives
Education
University of Waterloo 2002 — 2004
MAcc-Finance, Mathematical Finance
Carleton University 2000 — 2002
MSc, Mathematics
Soochow University
BBA, business administration
Richard W. Turnbull Richard W. Turnbull's CIBC World Markets Experience 1996 - 2009
Job President, ORO TORO, LLC
Industry Investment Management
Experience
ORO TORO, LLC July 2009 - Present
CIBC World Markets 1996 - 2009
Prudential Securities Inc. April 1995 - November 1996
Morgan Stanley Smith Barney 1993 - 1995
Citicorp Securities Markets August 1988 - December 1989
Merrill Lynch Capital Markets June 1985 - July 1988
Education
Harvard Business School 1983 — 1985
MBA, Finance, General Management
Stanford University 1974 — 1976
MSCE, MSAES, Geotechnical Engineering, Applied Earth Sciences
City University of New York City College 1970 — 1974
BS, Geology/Oceanography
Rensselaer Polytechnic Institute 1969 — 1970
BS Candidate, Science and Engineering
Brooklyn Technical High School 1965 — 1969
Regents Diploma, Aeronautical Engineering
ORO TORO, LLC July 2009 - Present
CIBC World Markets 1996 - 2009
Prudential Securities Inc. April 1995 - November 1996
Morgan Stanley Smith Barney 1993 - 1995
Citicorp Securities Markets August 1988 - December 1989
Merrill Lynch Capital Markets June 1985 - July 1988
Education
Harvard Business School 1983 — 1985
MBA, Finance, General Management
Stanford University 1974 — 1976
MSCE, MSAES, Geotechnical Engineering, Applied Earth Sciences
City University of New York City College 1970 — 1974
BS, Geology/Oceanography
Rensselaer Polytechnic Institute 1969 — 1970
BS Candidate, Science and Engineering
Brooklyn Technical High School 1965 — 1969
Regents Diploma, Aeronautical Engineering
Paolo Cilia Paolo Cilia's CIBC World Markets Experience 2009 - 2010
Job Principal at Portfolio Analytics
Industry Capital Markets
Experience
Portfolio Analytics September 2008 - Present
CIBC World Markets 2009 - 2010
Credit Agricole CIB 2007 - 2008
Teradata August 2004 - August 2005
OpRisk Solutions Inc August 2001 - 2005
IBM 1999 - 2001
Thomson Financial 1997 - 1999
Credit Suisse April 1990 - September 1995
Lehman Brothers February 1986 - April 1990
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Options, Risk Assessment, Trading Systems, Equity Derivatives, Investment Banking, Market Risk, Financial Risk, Interest Rate..., Credit Derivatives, Electronic Trading, Structured Products, Risk Management, Trading, Hedge Funds, Financial Markets, Asset Managment, Emerging Markets, Financial Services, Portfolio Management, Valuation, Banking, Bonds, Financial Modeling, Basel II, SDLC, Operational Risk, Asset Management, Analytics, Enterprise Risk..., Finance, Investments, Swaps, FX Options, Credit, Securities
Education
City University of New York-Herbert H. Lehman College
Bachelor of Arts (B.A.)
City University of New York-Queens College
Master of Science (M.S.)
Portfolio Analytics September 2008 - Present
CIBC World Markets 2009 - 2010
Credit Agricole CIB 2007 - 2008
Teradata August 2004 - August 2005
OpRisk Solutions Inc August 2001 - 2005
IBM 1999 - 2001
Thomson Financial 1997 - 1999
Credit Suisse April 1990 - September 1995
Lehman Brothers February 1986 - April 1990
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Options, Risk Assessment, Trading Systems, Equity Derivatives, Investment Banking, Market Risk, Financial Risk, Interest Rate..., Credit Derivatives, Electronic Trading, Structured Products, Risk Management, Trading, Hedge Funds, Financial Markets, Asset Managment, Emerging Markets, Financial Services, Portfolio Management, Valuation, Banking, Bonds, Financial Modeling, Basel II, SDLC, Operational Risk, Asset Management, Analytics, Enterprise Risk..., Finance, Investments, Swaps, FX Options, Credit, Securities
Education
City University of New York-Herbert H. Lehman College
Bachelor of Arts (B.A.)
City University of New York-Queens College
Master of Science (M.S.)
Aziz Mahomed Aziz Mahomed's CIBC World Markets Experience 2005 - 2005
Job IT Professional
Industry Information Technology and Services
Experience
TD July 2015 - Present
Canaccord Genuity Group Inc. January 2015 - June 2015
CIBC May 2014 - December 2014
BMO Capital Markets August 2008 - March 2014
Bank of Montreal October 2007 - August 2008
Dundee Wealth 2006 - 2007
CIBC World Markets 2005 - 2005
ADP 2004 - 2005
Triversity 2000 - 2002
Symantec 1997 - 2000
Skills
SDLC, Quality Assurance, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, User Acceptance Testing, Leadership, Agile Methodologies, Integration, CRM, Vendor Management, Business Intelligence, Software Project..., Visio, Negotiation, Research, Equity Research
Education
Massachusetts Institute of Technology 1999 — 2000
Centennial College 1994 — 1997
Accounting and Financial Management 3 Year Diploma with Honours
Certified General Accountants Association of Ontario
Winston Churchill C.I.
TD July 2015 - Present
Canaccord Genuity Group Inc. January 2015 - June 2015
CIBC May 2014 - December 2014
BMO Capital Markets August 2008 - March 2014
Bank of Montreal October 2007 - August 2008
Dundee Wealth 2006 - 2007
CIBC World Markets 2005 - 2005
ADP 2004 - 2005
Triversity 2000 - 2002
Symantec 1997 - 2000
Skills
SDLC, Quality Assurance, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, User Acceptance Testing, Leadership, Agile Methodologies, Integration, CRM, Vendor Management, Business Intelligence, Software Project..., Visio, Negotiation, Research, Equity Research
Education
Massachusetts Institute of Technology 1999 — 2000
Centennial College 1994 — 1997
Accounting and Financial Management 3 Year Diploma with Honours
Certified General Accountants Association of Ontario
Winston Churchill C.I.
Lindsey Walton, CFA, PRM Lindsey Walton, CFA, PRM's CIBC World Markets Experience August 2010 - Present
Job Senior Market Risk Analyst, Capital Markets Risk Management at CIBC World Markets
Industry Banking
Experience
CIBC World Markets August 2010 - Present
Quorum Funding Corporation October 2006 - August 2010
Skills
Credit Risk, Investment Banking, Trading, Money Market, Financial Risk, Interest Rate..., Trading Systems, Operational Risk, FX Options
Education
Brock University 2002 — 2006
BSc, Mathematics Integrated with Computers and Applications (MICA)
CIBC World Markets August 2010 - Present
Quorum Funding Corporation October 2006 - August 2010
Skills
Credit Risk, Investment Banking, Trading, Money Market, Financial Risk, Interest Rate..., Trading Systems, Operational Risk, FX Options
Education
Brock University 2002 — 2006
BSc, Mathematics Integrated with Computers and Applications (MICA)
Keri Cappiello Keri Cappiello's CIBC World Markets Experience March 2002 - June 2004
Job Logistics Manager
Industry Consumer Goods
Experience
Melissa and Doug October 2013 - Present
The Randy Cappiello Foundation 2007 - 2012
The Thomson Corporation June 2004 - June 2008
The Thomson Corporation November 2005 - January 2007
The Thomson Corporation January 2005 - November 2005
The Thomson Corporation June 2004 - January 2005
CIBC World Markets March 2002 - June 2004
Skills
Mergers, Business Strategy, Financial Analysis, Change Management, Financial Modeling, Strategic Planning, Competitive Analysis, Process Improvement, Program Management, Business Development, Forecasting, Valuation, Corporate Finance, Business Planning, Budgets, Cross-functional Team..., Analysis, Strategic Financial..., Business Process..., Business Transformation, Equities, Finance, Project Planning
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Boston University 1994 — 1998
BA, Psychology
Melissa and Doug October 2013 - Present
The Randy Cappiello Foundation 2007 - 2012
The Thomson Corporation June 2004 - June 2008
The Thomson Corporation November 2005 - January 2007
The Thomson Corporation January 2005 - November 2005
The Thomson Corporation June 2004 - January 2005
CIBC World Markets March 2002 - June 2004
Skills
Mergers, Business Strategy, Financial Analysis, Change Management, Financial Modeling, Strategic Planning, Competitive Analysis, Process Improvement, Program Management, Business Development, Forecasting, Valuation, Corporate Finance, Business Planning, Budgets, Cross-functional Team..., Analysis, Strategic Financial..., Business Process..., Business Transformation, Equities, Finance, Project Planning
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Boston University 1994 — 1998
BA, Psychology
Debra Douglas Debra Douglas's CIBC World Markets Experience 1996 - 2000
Job Marketing Director at Imagine Software
Industry Marketing and Advertising
Experience
Investor Analytics February 2012 - July 2013
Preston Douglas Communications Inc. September 2008 - April 2012
Bear Stearns September 2001 - August 2008
CIBC World Markets 1996 - 2000
Barings PLC 1993 - 1996
Salomon Brothers 1988 - 1991
Skills
Capital Markets, Reputation Management, Organizational..., Media Relations, Marketing Communications, Internal Communications, Communications Strategy, Executive Management, Change Management, Corporate Communications, Strategic Communications, Content Strategy, Brand Development, Crisis Communications, Marketing, Content Development, Integrated Marketing, Advertising, Messaging, Financial Services, Competitive Analysis, Message Development, Strategy
Education
Carleton University 1972 — 1976
Bachelor, Journalism
Investor Analytics February 2012 - July 2013
Preston Douglas Communications Inc. September 2008 - April 2012
Bear Stearns September 2001 - August 2008
CIBC World Markets 1996 - 2000
Barings PLC 1993 - 1996
Salomon Brothers 1988 - 1991
Skills
Capital Markets, Reputation Management, Organizational..., Media Relations, Marketing Communications, Internal Communications, Communications Strategy, Executive Management, Change Management, Corporate Communications, Strategic Communications, Content Strategy, Brand Development, Crisis Communications, Marketing, Content Development, Integrated Marketing, Advertising, Messaging, Financial Services, Competitive Analysis, Message Development, Strategy
Education
Carleton University 1972 — 1976
Bachelor, Journalism
Brian Murphy's CIBC World Markets Experience 1998 - 2000
Job President & CEO at Home Loan Investment Bank
Industry Banking
Experience
Home Loan Investment Bank January 2008 - Present
RISE September 2004 - August 2010
Home Loan Investment Bank May 2003 - December 2007
Citi Group May 2002 - August 2002
CIBC World Markets 1998 - 2000
Oppenheimer June 1997 - August 1997
Skills
Financial Modeling, Organizational Structure, Real Estate, Business Strategy, Financial Management, Forecasting, Managerial Finance, Investments, Budgets, Credit, Banking, Financial Analysis, Loans, Portfolio Management, Mortgage Lending, Financial Institutions, Strategy, Leadership, Accounting, Small Business, Mortgage Banking, Executive Management, Finance, Credit Analysis, Loan Origination, FHA, Small Business Lending, Asset Management, USDA, Business Development, Risk Management, Investment Properties, Commercial Lending, Nonprofits, Underwriting, Funding, Refinance, Strategic Financial..., Due Diligence, Commercial Banking, Strategic Planning, Residential Mortgages, Mergers & Acquisitions, Commercial Mortgages, Credit Risk, Financial Structuring, Asset Based Lending, FHA financing, VA loans, Commercial Real Estate
Education
Yale University - Yale School of Management 2001 — 2003
MBA, Finance
Brown University 1993 — 1997
Bachelor of Arts, Business Economics & Organizational Behavior and Management
Providence Country Day 1989 — 1993
High School Diploma
Choate Rosemary Hall 1991 — 1992
Cole Jr High 1987 — 1989
Home Loan Investment Bank January 2008 - Present
RISE September 2004 - August 2010
Home Loan Investment Bank May 2003 - December 2007
Citi Group May 2002 - August 2002
CIBC World Markets 1998 - 2000
Oppenheimer June 1997 - August 1997
Skills
Financial Modeling, Organizational Structure, Real Estate, Business Strategy, Financial Management, Forecasting, Managerial Finance, Investments, Budgets, Credit, Banking, Financial Analysis, Loans, Portfolio Management, Mortgage Lending, Financial Institutions, Strategy, Leadership, Accounting, Small Business, Mortgage Banking, Executive Management, Finance, Credit Analysis, Loan Origination, FHA, Small Business Lending, Asset Management, USDA, Business Development, Risk Management, Investment Properties, Commercial Lending, Nonprofits, Underwriting, Funding, Refinance, Strategic Financial..., Due Diligence, Commercial Banking, Strategic Planning, Residential Mortgages, Mergers & Acquisitions, Commercial Mortgages, Credit Risk, Financial Structuring, Asset Based Lending, FHA financing, VA loans, Commercial Real Estate
Education
Yale University - Yale School of Management 2001 — 2003
MBA, Finance
Brown University 1993 — 1997
Bachelor of Arts, Business Economics & Organizational Behavior and Management
Providence Country Day 1989 — 1993
High School Diploma
Choate Rosemary Hall 1991 — 1992
Cole Jr High 1987 — 1989
Conrad Bringsjord Conrad Bringsjord's CIBC World Markets Experience June 1998 - June 2002
Job CIO at Prudentia Advisors
Industry Financial Services
Experience
Prudentia Advisors January 2014 - Present
Millennium Partners October 2007 - October 2010
Clinton Group, Inc. May 2006 - October 2007
CIBC World Markets June 1998 - June 2002
Citi June 1992 - June 1998
Morgan Stanley June 1987 - June 1992
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Valuation, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Negotiation, Private Equity, Public Speaking, Investment Banking, Equities, Capital Markets, Asset Management, Business Strategy, Investments, Team Building, Portfolio Management, Start-ups, Due Diligence, Hedge Funds, PowerPoint, Business Planning, Business Development
Education
Wharton School, University of Pennsylvania 1985 — 1987
MBA, Finance
New York University, Stern School of Business 1984 — 1985
MS, Accounting
Brown University 1979 — 1983
BA, Economics
Byram Hills HS
Prudentia Advisors January 2014 - Present
Millennium Partners October 2007 - October 2010
Clinton Group, Inc. May 2006 - October 2007
CIBC World Markets June 1998 - June 2002
Citi June 1992 - June 1998
Morgan Stanley June 1987 - June 1992
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Valuation, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Negotiation, Private Equity, Public Speaking, Investment Banking, Equities, Capital Markets, Asset Management, Business Strategy, Investments, Team Building, Portfolio Management, Start-ups, Due Diligence, Hedge Funds, PowerPoint, Business Planning, Business Development
Education
Wharton School, University of Pennsylvania 1985 — 1987
MBA, Finance
New York University, Stern School of Business 1984 — 1985
MS, Accounting
Brown University 1979 — 1983
BA, Economics
Byram Hills HS
Brendan Cahill Brendan Cahill's CIBC World Markets Experience 2004 - 2007
Job Investment Banking & Capital Markets
Industry Financial Services
Experience
Thomson Reuters 2014 - Present
Bloomberg LP 2012 - 2014
ACE Portal 2008 - 2012
Deutsche Bank 2007 - 2008
CIBC World Markets 2004 - 2007
EY 1998 - 2000
Skills
Product Management, New Business Development, Client Services, Strategic Financial..., Financial Modeling, General Operations, Legal Research, Financial Accounting, Capital Markets, Private Equity, Financial Services, Investment Banking, Mergers & Acquisitions, Finance, Strategy
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance and Management
Boston University - School of Management 1994 — 1998
BSBA, Finance and Accounting
Massapequa High School 1990 — 1994
Thomson Reuters 2014 - Present
Bloomberg LP 2012 - 2014
ACE Portal 2008 - 2012
Deutsche Bank 2007 - 2008
CIBC World Markets 2004 - 2007
EY 1998 - 2000
Skills
Product Management, New Business Development, Client Services, Strategic Financial..., Financial Modeling, General Operations, Legal Research, Financial Accounting, Capital Markets, Private Equity, Financial Services, Investment Banking, Mergers & Acquisitions, Finance, Strategy
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance and Management
Boston University - School of Management 1994 — 1998
BSBA, Finance and Accounting
Massapequa High School 1990 — 1994
Jon Anderton's CIBC World Markets Experience January 2007 - April 2007
Job Finance Professional & MBA
Industry Financial Services
Experience
MBS Source, LLC March 2011 - Present
Ridgeway & Conger, Inc. July 2011 - June 2015
Merrill Lynch Wealth Management May 2007 - March 2011
CIBC World Markets January 2007 - April 2007
CIBC World Markets June 2003 - January 2007
CIBC World Markets March 2002 - June 2003
Deutsche Bank May 2000 - March 2002
Education
Seattle University 2007 — 2011
MBA, Albers School of Business and Economics
Brigham Young University 1993 — 2000
BS, Finance
Inglemoor High School 1990 — 1993
MBS Source, LLC March 2011 - Present
Ridgeway & Conger, Inc. July 2011 - June 2015
Merrill Lynch Wealth Management May 2007 - March 2011
CIBC World Markets January 2007 - April 2007
CIBC World Markets June 2003 - January 2007
CIBC World Markets March 2002 - June 2003
Deutsche Bank May 2000 - March 2002
Education
Seattle University 2007 — 2011
MBA, Albers School of Business and Economics
Brigham Young University 1993 — 2000
BS, Finance
Inglemoor High School 1990 — 1993
Jaiveer Singh Jaiveer Singh's CIBC World Markets Experience July 2005 - July 2008
Job CEO at Mint Pharmaceuticals
Industry Pharmaceuticals
Experience
Mint Pharmaceuticals March 2015 - Present
Medina Singh Partners, LLC January 2011 - Present
Mint Pharmaceuticals April 2012 - February 2015
Mint Pharmaceuticals Inc. June 2010 - March 2012
CIBC World Markets July 2005 - July 2008
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Corporate Finance, Pharmaceutical Industry, Investment Management, Strategy, Start-ups, Corporate Development, Emerging Markets, Venture Capital, Due Diligence, M&A experience, Mergers & Acquisitions, Business Development, Leveraged Finance, Business Strategy
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
Carnegie Mellon University 2001 — 2005
BSc., Business Administration
Mint Pharmaceuticals March 2015 - Present
Medina Singh Partners, LLC January 2011 - Present
Mint Pharmaceuticals April 2012 - February 2015
Mint Pharmaceuticals Inc. June 2010 - March 2012
CIBC World Markets July 2005 - July 2008
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Corporate Finance, Pharmaceutical Industry, Investment Management, Strategy, Start-ups, Corporate Development, Emerging Markets, Venture Capital, Due Diligence, M&A experience, Mergers & Acquisitions, Business Development, Leveraged Finance, Business Strategy
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
Carnegie Mellon University 2001 — 2005
BSc., Business Administration
Puiwing Wong Puiwing Wong's CIBC World Markets Experience 2000 - 2001
Job Vice President at Scotiabank
Industry Banking
Experience
Scotiabank 2013 - Present
Scotiabank 2011 - 2013
Scotiabank 2004 - 2011
Scotiabank August 2001 - January 2004
CIBC World Markets 2000 - 2001
Skills
Risk Management, Credit, Credit Risk, Derivatives, Analytics, Financial Risk, Equities, Hedge Funds, Market Risk, Capital Markets, Credit Analysis, Basel II, Banking
Education
University of Waterloo
Ph.D, Systems Design Engineering
Wilfrid Laurier University
Master of Business Administration (MBA)
California Institute of Technology
Master of Science (MS)
Scotiabank 2013 - Present
Scotiabank 2011 - 2013
Scotiabank 2004 - 2011
Scotiabank August 2001 - January 2004
CIBC World Markets 2000 - 2001
Skills
Risk Management, Credit, Credit Risk, Derivatives, Analytics, Financial Risk, Equities, Hedge Funds, Market Risk, Capital Markets, Credit Analysis, Basel II, Banking
Education
University of Waterloo
Ph.D, Systems Design Engineering
Wilfrid Laurier University
Master of Business Administration (MBA)
California Institute of Technology
Master of Science (MS)
Mark Abdalla Mark Abdalla's CIBC World Markets Experience 2013 - 2013
Job Research Associate at Manning & Napier
Industry Investment Management
Experience
Manning & Napier October 2014 - Present
Miller Howard Investments June 2014 - August 2014
CIBC World Markets 2013 - 2013
BNP Paribas 2007 - 2012
Credit Suisse 2006 - 2006
Brown Brothers Harriman 2005 - 2006
HLV Capital 2005 - 2005
Skills
Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Private Equity, Emerging Markets, Statistics
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2006 — 2007
MA, Economics
Carnegie Mellon University 2000 — 2004
BS, Economics
The University of Edinburgh
Study Abroad Program
United Nations International School
Manning & Napier October 2014 - Present
Miller Howard Investments June 2014 - August 2014
CIBC World Markets 2013 - 2013
BNP Paribas 2007 - 2012
Credit Suisse 2006 - 2006
Brown Brothers Harriman 2005 - 2006
HLV Capital 2005 - 2005
Skills
Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Private Equity, Emerging Markets, Statistics
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2006 — 2007
MA, Economics
Carnegie Mellon University 2000 — 2004
BS, Economics
The University of Edinburgh
Study Abroad Program
United Nations International School
Karen Vasudavan Karen Vasudavan's CIBC World Markets Experience January 1998 - December 2002
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Merrill Lynch August 2005 - July 2015
CIBC World Markets January 1998 - December 2002
Merrill Lynch July 1996 - December 1997
Skills
Investment Banking, Investments, Asset Allocation, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Strategies, Financial Analysis, Securities, Finance, Series 63, ETFs, Financial Planning, Series 7, Portfolio Management
Education
Yale University 1994 — 1996
Master’s Degree
Brandeis University 1991 — 1994
BA
Wells Fargo Advisors July 2015 - Present
Merrill Lynch August 2005 - July 2015
CIBC World Markets January 1998 - December 2002
Merrill Lynch July 1996 - December 1997
Skills
Investment Banking, Investments, Asset Allocation, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Strategies, Financial Analysis, Securities, Finance, Series 63, ETFs, Financial Planning, Series 7, Portfolio Management
Education
Yale University 1994 — 1996
Master’s Degree
Brandeis University 1991 — 1994
BA
Todd Hellmann Todd Hellmann's CIBC World Markets Experience 1995 - 1998
Job Managing Partner, Hexagon Advisors, LLC
Industry Investment Banking
Experience
Hexagon Advisors, LLC March 2007 - Present
Influence Technologies February 2015 - Present
Headwaters MB 2005 - 2007
The Metcalf Group 2002 - 2005
UBS Investment Bank 2000 - 2002
JP Morgan (Hambrecht & Quist) 1998 - 2000
CIBC World Markets 1995 - 1998
Houlihan Lokey 1991 - 1995
PaineWebber 1990 - 1991
Skills
Digital Media, Corporate Finance, Investment Banking, Mergers, Growth Capital, Private Equity, Valuation, Venture Capital, Strategy, Capital Raising, Corporate Development, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Securities, Private Placements, IPO, M&A experience, Divestitures, Financial Structuring, LBO
Education
Brown University 1986 — 1990
LaSalle Collge High School
Hexagon Advisors, LLC March 2007 - Present
Influence Technologies February 2015 - Present
Headwaters MB 2005 - 2007
The Metcalf Group 2002 - 2005
UBS Investment Bank 2000 - 2002
JP Morgan (Hambrecht & Quist) 1998 - 2000
CIBC World Markets 1995 - 1998
Houlihan Lokey 1991 - 1995
PaineWebber 1990 - 1991
Skills
Digital Media, Corporate Finance, Investment Banking, Mergers, Growth Capital, Private Equity, Valuation, Venture Capital, Strategy, Capital Raising, Corporate Development, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Securities, Private Placements, IPO, M&A experience, Divestitures, Financial Structuring, LBO
Education
Brown University 1986 — 1990
LaSalle Collge High School
Scott Grimes Scott Grimes's CIBC World Markets Experience May 2001 - March 2011
Job Equity Derivative Middle Office Professional
Industry Investment Banking
Experience
CIBC World Markets May 2001 - March 2011
Paine Webber Inc. January 1987 - April 2001
Various firms January 1986 - December 1987
Skills
Convertible Bonds, Equity Trading, Hedge Funds, Volatility, Internal Controls, Finance, Middle Office, Financial Reporting, Equities, Financial Services, Derivatives, Accounting, Structured Finance, Trading, Capital Markets, Structured Products, Investment Banking, FX Options, Credit Derivatives, Equity Derivatives, Prime Brokerage, Market Risk, Trading Systems, Fixed Income, Securities Lending, Trading Strategies, Bloomberg, Securities, Financial Modeling, Asset Management, Alternative Investments, Market Data, Electronic Trading, Bonds, ETFs, Equity Research, Options, Swaps, Product Control, Financial Markets, Arbitrage, Securitization, MBS, Valuation, ABS, Collateral Management, FINRA, Settlement
Education
City University of New York 1980 — 1990
BS Finance, Finance
CIBC World Markets May 2001 - March 2011
Paine Webber Inc. January 1987 - April 2001
Various firms January 1986 - December 1987
Skills
Convertible Bonds, Equity Trading, Hedge Funds, Volatility, Internal Controls, Finance, Middle Office, Financial Reporting, Equities, Financial Services, Derivatives, Accounting, Structured Finance, Trading, Capital Markets, Structured Products, Investment Banking, FX Options, Credit Derivatives, Equity Derivatives, Prime Brokerage, Market Risk, Trading Systems, Fixed Income, Securities Lending, Trading Strategies, Bloomberg, Securities, Financial Modeling, Asset Management, Alternative Investments, Market Data, Electronic Trading, Bonds, ETFs, Equity Research, Options, Swaps, Product Control, Financial Markets, Arbitrage, Securitization, MBS, Valuation, ABS, Collateral Management, FINRA, Settlement
Education
City University of New York 1980 — 1990
BS Finance, Finance
Debbie Litz Debbie Litz's CIBC World Markets Experience April 2000 - June 2005
Job Director, Client Services at The Speech Therapy Centres Of Canada Ltd.
Industry Medical Practice
Experience
The Speech Therapy Centres Of Canada Ltd. April 2012 - Present
The Speech Therapy Centres Of Canada Ltd. February 2010 - May 2012
VFM Leonardo Inc August 2005 - November 2008
CIBC World Markets April 2000 - June 2005
Skills
Customer Relations, Project Management, Employee Relations, Manage Client..., Client Retention..., Client Issue Resolution, Customer Service, CRM, Public Speaking, Time Management, Social Media, Teamwork, Account Management, Leadership, Coaching
Education
Carleton University 1992 — 1995
B.A., Sociology
The Speech Therapy Centres Of Canada Ltd. April 2012 - Present
The Speech Therapy Centres Of Canada Ltd. February 2010 - May 2012
VFM Leonardo Inc August 2005 - November 2008
CIBC World Markets April 2000 - June 2005
Skills
Customer Relations, Project Management, Employee Relations, Manage Client..., Client Retention..., Client Issue Resolution, Customer Service, CRM, Public Speaking, Time Management, Social Media, Teamwork, Account Management, Leadership, Coaching
Education
Carleton University 1992 — 1995
B.A., Sociology
Gina Jaiman Gina Jaiman's CIBC World Markets Experience 2000 - 2003
Job Regulatory Relationship Manager at HSBC
Industry Banking
Experience
HSBC October 2013 - Present
Standard Chartered Bank November 2007 - October 2013
Standard Chartered Bank May 2006 - October 2007
The Bank of New York June 2005 - April 2006
New York Community Bancorp, Inc. (NYCB) March 2003 - June 2005
CIBC World Markets 2000 - 2003
Skills
Commercial Banking, Capital Markets, Banking, AML, Compliance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Investment Banking, Operational Risk, Operational Risk..., Performance Management, Relationship Management, Retail Banking, Risk Management, Securities, Training, Anti Money Laundering
Education
City University of New York-College of Staten Island 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
HSBC October 2013 - Present
Standard Chartered Bank November 2007 - October 2013
Standard Chartered Bank May 2006 - October 2007
The Bank of New York June 2005 - April 2006
New York Community Bancorp, Inc. (NYCB) March 2003 - June 2005
CIBC World Markets 2000 - 2003
Skills
Commercial Banking, Capital Markets, Banking, AML, Compliance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Investment Banking, Operational Risk, Operational Risk..., Performance Management, Relationship Management, Retail Banking, Risk Management, Securities, Training, Anti Money Laundering
Education
City University of New York-College of Staten Island 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Art Martin Art Martin's CIBC World Markets Experience 1997 - 2000
Job Systems Administrator/ Systems Engineer
Industry Information Technology and Services
Experience
SRA International September 2015 - Present
ManTech June 2010 - Present
General Dynamics Advanced Information systems Division June 2010 - Present
L-3 Communications ISD 2006 - Present
IBM November 2004 - July 2006
Harris Corporation 2003 - 2004
Corestaff Staffing Services 2002 - 2003
CIBC World Markets 1997 - 2000
Skills
Management, Information Assurance, Security, Disaster Recovery, Integration, Microsoft Exchange, DoD, Computer Hardware, Enterprise Architecture, Active Directory, System Administration, Program Management, Operating Systems, VPN, Servers, Windows Server, Troubleshooting, Requirements Analysis, Security Clearance, VMware, Virtualization, Systems Engineering, Information Security, Computer Security, Network Security, System Deployment, Unix, Network Administration, DNS, Data Center, SharePoint, ITIL, Firewalls, TCP/IP, IT Management, Hardware, Software Installation, Security+, Cisco Technologies, CISSP, CompTIA Security+
Education
City University of New York-College of Staten Island 1991 — 1994
SRA International September 2015 - Present
ManTech June 2010 - Present
General Dynamics Advanced Information systems Division June 2010 - Present
L-3 Communications ISD 2006 - Present
IBM November 2004 - July 2006
Harris Corporation 2003 - 2004
Corestaff Staffing Services 2002 - 2003
CIBC World Markets 1997 - 2000
Skills
Management, Information Assurance, Security, Disaster Recovery, Integration, Microsoft Exchange, DoD, Computer Hardware, Enterprise Architecture, Active Directory, System Administration, Program Management, Operating Systems, VPN, Servers, Windows Server, Troubleshooting, Requirements Analysis, Security Clearance, VMware, Virtualization, Systems Engineering, Information Security, Computer Security, Network Security, System Deployment, Unix, Network Administration, DNS, Data Center, SharePoint, ITIL, Firewalls, TCP/IP, IT Management, Hardware, Software Installation, Security+, Cisco Technologies, CISSP, CompTIA Security+
Education
City University of New York-College of Staten Island 1991 — 1994
Sarah McGuire Sarah McGuire's CIBC World Markets Experience April 2000 - December 2002
Job Director, Program and Project Delivery at CIBC
Industry Financial Services
Experience
CIBC July 2014 - Present
CIBC April 2013 - July 2014
Volunteer/Committee Experience January 2009 - January 2014
CIBC Wood Gundy October 2009 - April 2013
CIBC Wealth Management January 2003 - October 2009
CIBC World Markets April 2000 - December 2002
Skills
Business Analysis, Risk Management, Program Management, Strategy, MS Project, Project Management, Integration, Management, PMO, Change Management, Leadership, Software Documentation, Project Planning, Training, Portfolio Management
Education
Global Knowledge 2012 — 2013
Project Management
Global Knowledge 2012 — 2012
Six Sigma Green Belt Course
George Washington University Nov 25 2005 — 2005
Masters, Project Management
The George Washington University
Associates Certificate, Project Management
Carleton University 1996 — 2000
Bachelor of Commerce Honours, Finance Major
CIBC July 2014 - Present
CIBC April 2013 - July 2014
Volunteer/Committee Experience January 2009 - January 2014
CIBC Wood Gundy October 2009 - April 2013
CIBC Wealth Management January 2003 - October 2009
CIBC World Markets April 2000 - December 2002
Skills
Business Analysis, Risk Management, Program Management, Strategy, MS Project, Project Management, Integration, Management, PMO, Change Management, Leadership, Software Documentation, Project Planning, Training, Portfolio Management
Education
Global Knowledge 2012 — 2013
Project Management
Global Knowledge 2012 — 2012
Six Sigma Green Belt Course
George Washington University Nov 25 2005 — 2005
Masters, Project Management
The George Washington University
Associates Certificate, Project Management
Carleton University 1996 — 2000
Bachelor of Commerce Honours, Finance Major
Francois JMJ Asselin Francois JMJ Asselin's CIBC World Markets Experience June 2012 - Present
Job CIBC World Markets
Industry Investment Management
Experience
CIBC World Markets June 2012 - Present
CIBC Private Wealth Management December 2007 - June 2012
CIBC Wealth Management September 2004 - January 2007
CIBC Financial Planning March 1999 - September 2004
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Banking, Mutual Funds, Wealth, Retirement Planning, Credit, Asset Managment, Risk Management, Alternative Investments, High Net Worth..., Fixed Income, Investment Advisory, Portfolio Management, Equities, Investment Management, Investment Strategies, Securities, Asset Allocation, Financial Advisory, Bonds, Asset Management, Financial Planners, Wealth Management..., Relationship Management, Retirement, Financial Services, ETFs, Options, Hedge Funds, Financial Markets, Bloomberg, Private Banking, Pensions, Capital Markets
Education
The Society of Trust and Estate Practitioners (STEP) 2014 — 2015
Foundations of estate and trust
CLT International (Wilmington Group /STEP) 2013 — 2014
STEP Advanced Certificate in Family Business Advising, Society of Trust & Estate Practitioners
Carleton University
Sprott School of Business
CIBC World Markets June 2012 - Present
CIBC Private Wealth Management December 2007 - June 2012
CIBC Wealth Management September 2004 - January 2007
CIBC Financial Planning March 1999 - September 2004
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Banking, Mutual Funds, Wealth, Retirement Planning, Credit, Asset Managment, Risk Management, Alternative Investments, High Net Worth..., Fixed Income, Investment Advisory, Portfolio Management, Equities, Investment Management, Investment Strategies, Securities, Asset Allocation, Financial Advisory, Bonds, Asset Management, Financial Planners, Wealth Management..., Relationship Management, Retirement, Financial Services, ETFs, Options, Hedge Funds, Financial Markets, Bloomberg, Private Banking, Pensions, Capital Markets
Education
The Society of Trust and Estate Practitioners (STEP) 2014 — 2015
Foundations of estate and trust
CLT International (Wilmington Group /STEP) 2013 — 2014
STEP Advanced Certificate in Family Business Advising, Society of Trust & Estate Practitioners
Carleton University
Sprott School of Business
Patrick Crandall Patrick Crandall's CIBC World Markets Experience June 2008 - October 2010
Job Head of Lending at Sabal Financial Group LP
Industry Real Estate
Experience
Sabal Financial Group LP June 2013 - Present
Cushman & Wakefield October 2011 - June 2013
CIBC World markets June 2008 - October 2010
iStar Financial Inc. July 2007 - June 2008
Fremont Investment & Loan 1999 - 2007
JE Robert Companies August 1995 - January 1999
Cushman & Wakefield June 1991 - May 1995
Skills
Real Estate Economics, Real Estate, Investment Banking, Commercial Real Estate, Equities, Asset Management, Finance, Investments, Due Diligence, Asset Managment, Mergers & Acquisitions, Investment Properties, Loan Origination, Real Estate Development, Credit, Real Estate Financing, Loans, Disposition, Investors, Underwriting, Banking, Real Estate Transactions, Brokerage, Valuation, Acquisitions, Property Management, Negotiation, Management, Mortgage Lending, Risk Management, Commercial Lending, Financial Analysis, Appraisals, Property
Education
California State University-Fullerton 1982 — 1986
BA, Communications
Sabal Financial Group LP June 2013 - Present
Cushman & Wakefield October 2011 - June 2013
CIBC World markets June 2008 - October 2010
iStar Financial Inc. July 2007 - June 2008
Fremont Investment & Loan 1999 - 2007
JE Robert Companies August 1995 - January 1999
Cushman & Wakefield June 1991 - May 1995
Skills
Real Estate Economics, Real Estate, Investment Banking, Commercial Real Estate, Equities, Asset Management, Finance, Investments, Due Diligence, Asset Managment, Mergers & Acquisitions, Investment Properties, Loan Origination, Real Estate Development, Credit, Real Estate Financing, Loans, Disposition, Investors, Underwriting, Banking, Real Estate Transactions, Brokerage, Valuation, Acquisitions, Property Management, Negotiation, Management, Mortgage Lending, Risk Management, Commercial Lending, Financial Analysis, Appraisals, Property
Education
California State University-Fullerton 1982 — 1986
BA, Communications
Antonella Bondi's CIBC World Markets Experience November 1998 - March 2010
Job IT Project Manager, Enterprise Architecture & Information Security
Industry Banking
Experience
CIBC Enterprise Architecture and Information Security April 2010 - Present
CIBC World Markets November 1998 - March 2010
Skills
Project Portfolio..., PMO, SDLC, Business Analysis, Enterprise Architecture, Project Management, Vendor Management, Leadership, Governance, IT Strategy, Information Technology, IT Management, Security, Risk Management, PMP, ITIL
Education
Centennial College 1992 — 1997
Legal Assistant, Legal and Call Center Technology
CIBC Enterprise Architecture and Information Security April 2010 - Present
CIBC World Markets November 1998 - March 2010
Skills
Project Portfolio..., PMO, SDLC, Business Analysis, Enterprise Architecture, Project Management, Vendor Management, Leadership, Governance, IT Strategy, Information Technology, IT Management, Security, Risk Management, PMP, ITIL
Education
Centennial College 1992 — 1997
Legal Assistant, Legal and Call Center Technology
Hudge Singh Hudge Singh's CIBC World Markets Experience May 2001 - August 2006
Job Portfolio Manager
Industry Banking
Experience
CIBC August 2006 - September 2011
CIBC World Markets May 2001 - August 2006
Skills
Team Leadership, Customer Relations, Negotiation, Business Planning, Strategy Development, Marketing Strategy, Team Building Business..., Customer Service..., Syndications, Credit Risk, Covenant Compliance, credit mo, Loan Servicing, loan syndication, Building Relationships, Relationship Management, Commercial Banking, Vendor Relationships, Customer Service, Business Analysis, CRM, Credit, New Business Development, Financial Risk, Loans, Risk Management, Investments, Finance, Banking, Strategy
Education
Carleton University 1996 — 1999
Business Law
Sheridan College 1994 — 1996
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
CIBC August 2006 - September 2011
CIBC World Markets May 2001 - August 2006
Skills
Team Leadership, Customer Relations, Negotiation, Business Planning, Strategy Development, Marketing Strategy, Team Building Business..., Customer Service..., Syndications, Credit Risk, Covenant Compliance, credit mo, Loan Servicing, loan syndication, Building Relationships, Relationship Management, Commercial Banking, Vendor Relationships, Customer Service, Business Analysis, CRM, Credit, New Business Development, Financial Risk, Loans, Risk Management, Investments, Finance, Banking, Strategy
Education
Carleton University 1996 — 1999
Business Law
Sheridan College 1994 — 1996
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Steve Firestone, CAIA Steve Firestone, CAIA's CIBC World Markets Experience 2000 — 2004
Job Capital Markets at Office of the Comptroller of the Currency
Industry Capital Markets
Experience
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
Chad Lueloff Chad Lueloff's CIBC World Markets Experience January 1999 - August 2002
Job District Sales Manager, Expeditors Canada Inc
Industry Logistics and Supply Chain
Experience
Expeditors Canada Inc March 2014 - Present
Navcor July 2012 - February 2014
Expeditors International August 2004 - August 2012
Avison Young commercial real estate Calgary September 2002 - April 2004
CIBC World Markets January 1999 - August 2002
Education
Carleton University
MMR
Seneca College of Applied Arts and Technology
Steinhauer Ivy League Elementary School
York University
International Business & Logistics
Expeditors Canada Inc March 2014 - Present
Navcor July 2012 - February 2014
Expeditors International August 2004 - August 2012
Avison Young commercial real estate Calgary September 2002 - April 2004
CIBC World Markets January 1999 - August 2002
Education
Carleton University
MMR
Seneca College of Applied Arts and Technology
Steinhauer Ivy League Elementary School
York University
International Business & Logistics
Seth Wiener Seth Wiener's CIBC World Markets Experience October 2006 - February 2010
Job Vice President CRE at Capital One
Industry Commercial Real Estate
Experience
Capital One Bank February 2010 - Present
CIBC World Markets October 2006 - February 2010
Ernst & Young June 2005 - October 2006
Skills
Underwriting, Portfolio Management, Capital Markets, CMBS, Loans, Commercial Mortgages, Financial Modeling, Real Estate Economics, Mortgage Lending, Loan Origination, Origination, Relationship Management, Real Estate Finance, Mortgage, Structuring, Securitization, Structured Finance, Legal Issues, Banking, Commercial Lending, Financial Structuring, Real Estate, Investment Properties, Asset Management, Commercial Real Estate, Disposition, Financial Analysis, Credit, Investment Banking, Due Diligence, Investments, Loan Servicing, Real Estate Financing, Private Equity, Credit Analysis, Valuation, Commercial Banking, Fixed Income, Credit Risk, Dispositions
Education
Kansas State University 2003 — 2005
MBA, 2005
Canisius College 1997 — 2000
B.S, Finance
Capital One Bank February 2010 - Present
CIBC World Markets October 2006 - February 2010
Ernst & Young June 2005 - October 2006
Skills
Underwriting, Portfolio Management, Capital Markets, CMBS, Loans, Commercial Mortgages, Financial Modeling, Real Estate Economics, Mortgage Lending, Loan Origination, Origination, Relationship Management, Real Estate Finance, Mortgage, Structuring, Securitization, Structured Finance, Legal Issues, Banking, Commercial Lending, Financial Structuring, Real Estate, Investment Properties, Asset Management, Commercial Real Estate, Disposition, Financial Analysis, Credit, Investment Banking, Due Diligence, Investments, Loan Servicing, Real Estate Financing, Private Equity, Credit Analysis, Valuation, Commercial Banking, Fixed Income, Credit Risk, Dispositions
Education
Kansas State University 2003 — 2005
MBA, 2005
Canisius College 1997 — 2000
B.S, Finance
Robert Chisholm Robert Chisholm's CIBC World Markets Experience May 2011 - September 2011
Job KYC Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2013 - Present
TD Securities April 2011 - February 2012
CIBC World Markets May 2011 - September 2011
HSBC July 2006 - September 2010
TD Bank December 2005 - March 2006
Georgeson Shareholder August 2005 - December 2005
Cambridge Mercantile June 2004 - February 2005
Skills
Investigation, Performance Metrics, Compliance, Capital Markets, Derivatives, Equities, Fixed Income, AML, Back Office, Securities, Trading, FX, Banking, Risk Management, Customer Relations, Excel, Problem Solving, Microsoft Office, Negotiation, PowerPoint, Word, Customer Service, Documentation, KYC, Due Diligence, Canadian Securities..., Settlements, Bloomberg, Credit, Financial Risk, Microsoft Word, Middle Office, Software Documentation, FX Options, Financial Markets, Settlement, Microsoft Excel, Anti Money Laundering
Education
Carleton University 1990 — 1994
B Comm
RBC Capital Markets June 2013 - Present
TD Securities April 2011 - February 2012
CIBC World Markets May 2011 - September 2011
HSBC July 2006 - September 2010
TD Bank December 2005 - March 2006
Georgeson Shareholder August 2005 - December 2005
Cambridge Mercantile June 2004 - February 2005
Skills
Investigation, Performance Metrics, Compliance, Capital Markets, Derivatives, Equities, Fixed Income, AML, Back Office, Securities, Trading, FX, Banking, Risk Management, Customer Relations, Excel, Problem Solving, Microsoft Office, Negotiation, PowerPoint, Word, Customer Service, Documentation, KYC, Due Diligence, Canadian Securities..., Settlements, Bloomberg, Credit, Financial Risk, Microsoft Word, Middle Office, Software Documentation, FX Options, Financial Markets, Settlement, Microsoft Excel, Anti Money Laundering
Education
Carleton University 1990 — 1994
B Comm
Jan Marek Jan Marek's CIBC World Markets Experience November 2009 - Present
Job Director, FX Electronic Trading, CIBC
Industry Capital Markets
Experience
CIBC World Markets November 2009 - Present
CIBC November 2003 - October 2010
SOMA Networks 2000 - 2003
i2 Technologies 1998 - 2000
IBM 1990 - 1997
Skills
Electronic Trading, Market Making, FX trading, Low Latency Trading, Fixed Income, FX Options, Option Valuation, Risk Management, Software Development, Software Project..., Java, C++, C#, R, Matlab, Excel models, VBA, SQL, Python, Large-scale Data..., Time Series Analysis, Grid Computing, Networking, Leading Development...
Education
Charles University in Prague 1984 — 1990
theoretical physics
CFA Level II candidate, CFA Institute 2008 — 2009
Professional Risk Manager, PRMIA 2009 — 2009
CIBC World Markets November 2009 - Present
CIBC November 2003 - October 2010
SOMA Networks 2000 - 2003
i2 Technologies 1998 - 2000
IBM 1990 - 1997
Skills
Electronic Trading, Market Making, FX trading, Low Latency Trading, Fixed Income, FX Options, Option Valuation, Risk Management, Software Development, Software Project..., Java, C++, C#, R, Matlab, Excel models, VBA, SQL, Python, Large-scale Data..., Time Series Analysis, Grid Computing, Networking, Leading Development...
Education
Charles University in Prague 1984 — 1990
theoretical physics
CFA Level II candidate, CFA Institute 2008 — 2009
Professional Risk Manager, PRMIA 2009 — 2009
Robert Wagner Robert Wagner's CIBC World Markets Experience December 1987 - September 1999
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2013 - Present
Imperial Capital, LLC January 2009 - January 2013
Wachovia September 1999 - August 2008
CIBC World Markets December 1987 - September 1999
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Business, Finance
California State University-Northridge 1977 — 1982
Bachelor's Degree, Engineering
SunTrust Robinson Humphrey January 2013 - Present
Imperial Capital, LLC January 2009 - January 2013
Wachovia September 1999 - August 2008
CIBC World Markets December 1987 - September 1999
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Business, Finance
California State University-Northridge 1977 — 1982
Bachelor's Degree, Engineering
Carole Cooney Carole Cooney's CIBC World Markets Experience October 2001 - November 2004
Job Sr. Project Manager at Verizon
Industry Information Technology and Services
Experience
Verizon April 2009 - Present
Alcatel-Lucent January 2009 - Present
Verizon Wireless 2009 - Present
Hewlette Packard 2009 - 2012
Verizon May 2008 - October 2008
Deutsche Bank May 2008 - September 2008
AIG May 2007 - August 2007
Merrill Lynch July 2005 - March 2006
Pfizer December 2004 - June 2005
CIBC World Markets October 2001 - November 2004
Skills
Telecommunications, Data Center, VoIP, Call Center
Education
City University of New York City College 1978 — 1982
BA, Business Administration
Verizon April 2009 - Present
Alcatel-Lucent January 2009 - Present
Verizon Wireless 2009 - Present
Hewlette Packard 2009 - 2012
Verizon May 2008 - October 2008
Deutsche Bank May 2008 - September 2008
AIG May 2007 - August 2007
Merrill Lynch July 2005 - March 2006
Pfizer December 2004 - June 2005
CIBC World Markets October 2001 - November 2004
Skills
Telecommunications, Data Center, VoIP, Call Center
Education
City University of New York City College 1978 — 1982
BA, Business Administration
Sherouk Fetaih Sherouk Fetaih's CIBC World Markets Experience April 2014 - Present
Job Associate at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets April 2014 - Present
Arch Reinsurance Facultative Underwriters Inc December 2007 - August 2012
Marsh Canada Limited January 2007 - December 2007
Marsh Canada Limited February 2006 - January 2007
Department of Foreign Affairs June 2005 - December 2005
Boehringer Ingelheim May 2002 - September 2002
Skills
Investment Banking, Financial Modeling, Infrastructure, Energy, Public-private..., Project Finance, Debt & Equity Financing, Due Diligence, Corporate Finance, Entrepreneurship, Marketing, Rating Agency Relations, Econometrics, Game Theory, Risk Assessment, Risk Analysis, Risk Management, Underwriting, Contract Negotiation, Reinsurance, Analysis, Research, Financial Analysis, Data Analysis, Business Development, Project Management, Excess, Economics, Business Strategy, Enterprise Risk..., Strategic Planning, Negotiation, Coaching, Microsoft Excel, Environmental Economics, Microeconomics, Natural Resource..., Environmental Valuation, Problem Solving, Finance, Presentation Skills, Financial Structuring, Fixed Income, Valuation
Education
Columbia University in the City of New York 2015 — 2017
Master of Business Administration (M.B.A.)
University of York 2012 — 2013
MSc. Environmental Economics, Energy Economics, First Class Honours (A+)
Carleton University 2001 — 2005
Honours Bachelor of International Business - Highest Distinction, International Marketing and Trade, A-
International studies abroad at Paris IX Dauphine University 2003 — 2004
CIBC World Markets April 2014 - Present
Arch Reinsurance Facultative Underwriters Inc December 2007 - August 2012
Marsh Canada Limited January 2007 - December 2007
Marsh Canada Limited February 2006 - January 2007
Department of Foreign Affairs June 2005 - December 2005
Boehringer Ingelheim May 2002 - September 2002
Skills
Investment Banking, Financial Modeling, Infrastructure, Energy, Public-private..., Project Finance, Debt & Equity Financing, Due Diligence, Corporate Finance, Entrepreneurship, Marketing, Rating Agency Relations, Econometrics, Game Theory, Risk Assessment, Risk Analysis, Risk Management, Underwriting, Contract Negotiation, Reinsurance, Analysis, Research, Financial Analysis, Data Analysis, Business Development, Project Management, Excess, Economics, Business Strategy, Enterprise Risk..., Strategic Planning, Negotiation, Coaching, Microsoft Excel, Environmental Economics, Microeconomics, Natural Resource..., Environmental Valuation, Problem Solving, Finance, Presentation Skills, Financial Structuring, Fixed Income, Valuation
Education
Columbia University in the City of New York 2015 — 2017
Master of Business Administration (M.B.A.)
University of York 2012 — 2013
MSc. Environmental Economics, Energy Economics, First Class Honours (A+)
Carleton University 2001 — 2005
Honours Bachelor of International Business - Highest Distinction, International Marketing and Trade, A-
International studies abroad at Paris IX Dauphine University 2003 — 2004
Gina Szymanski Gina Szymanski's CIBC World Markets Experience January 1998 - August 1999
Job Senior Equity Research Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2001 - Present
CIBC World Markets January 1998 - August 1999
Matson Driscoll & Damico Ltd. January 1996 - December 1997
Skills
Mutual Funds, Financial Modeling, Bloomberg, Equities, Equity Research, Asset Management, Investments, Portfolio Management, Financial Analysis, Hedge Funds, Valuation, Investment Management, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2001
Master of Science (MSc), Accounting and Finance
University of Waterloo 1995 — 2000
Bachelor of Mathematics, Business Administration and Economics
Putnam Investments August 2001 - Present
CIBC World Markets January 1998 - August 1999
Matson Driscoll & Damico Ltd. January 1996 - December 1997
Skills
Mutual Funds, Financial Modeling, Bloomberg, Equities, Equity Research, Asset Management, Investments, Portfolio Management, Financial Analysis, Hedge Funds, Valuation, Investment Management, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2001
Master of Science (MSc), Accounting and Finance
University of Waterloo 1995 — 2000
Bachelor of Mathematics, Business Administration and Economics
Abu Hassan, OCP, CSC Abu Hassan, OCP, CSC's CIBC World Markets Experience May 2010 - December 2014
Job Proven track record of accomplishment with Database development, Data Analysis/Investigation, ETL and BI Development.
Industry Information Technology and Services
Experience
IHS Automotive - driven by R.L. Polk February 2011 - June 2015
CIBC World Markets May 2010 - December 2014
ViewPort Investment Software Inc. September 2007 - March 2009
Investment Corporation of Bangladesh(ICB) February 1998 - February 2006
Skills
Data Warehousing, SDLC, SQL, Requirements Analysis, Salesforce, Microsoft SQL Server, Databases, Database Design, Data Modeling, Business Analysis, .NET, Unix, SOA, Integration, Software Development, Oracle, PL/SQL, Requirements Gathering, T-SQL, ASP.NET, Agile Methodologies, Enterprise Architecture, XML, C#, VB.NET, Visual Studio, Solution Architecture, Software Project..., JavaScript, Visual Basic, UML, ETL
Education
Oracle 2014 — 2014
Oracle 11g Database Administrator Certified Professional (OCP), Database Administrator
York University 2014 — 2014
Oracle Database 11g Administrator Workshop II
Centennial College 2012 — 2012
Oracle Database 11g Administrator Workshop I
Canadian Securities Institute 2010 — 2011
Canadian Securities Course (CSC).
Seneca College of Applied Arts and Technology 2009 — 2010
Database Application Developer (DAD)
University of Dhaka
Masters, Physics
IHS Automotive - driven by R.L. Polk February 2011 - June 2015
CIBC World Markets May 2010 - December 2014
ViewPort Investment Software Inc. September 2007 - March 2009
Investment Corporation of Bangladesh(ICB) February 1998 - February 2006
Skills
Data Warehousing, SDLC, SQL, Requirements Analysis, Salesforce, Microsoft SQL Server, Databases, Database Design, Data Modeling, Business Analysis, .NET, Unix, SOA, Integration, Software Development, Oracle, PL/SQL, Requirements Gathering, T-SQL, ASP.NET, Agile Methodologies, Enterprise Architecture, XML, C#, VB.NET, Visual Studio, Solution Architecture, Software Project..., JavaScript, Visual Basic, UML, ETL
Education
Oracle 2014 — 2014
Oracle 11g Database Administrator Certified Professional (OCP), Database Administrator
York University 2014 — 2014
Oracle Database 11g Administrator Workshop II
Centennial College 2012 — 2012
Oracle Database 11g Administrator Workshop I
Canadian Securities Institute 2010 — 2011
Canadian Securities Course (CSC).
Seneca College of Applied Arts and Technology 2009 — 2010
Database Application Developer (DAD)
University of Dhaka
Masters, Physics
Arlene Miron's CIBC World Markets Experience July 2013 - Present
Job Investment Banking Analyst, CIBC World Markets Inc.
Industry Investment Banking
Experience
CIBC World Markets July 2013 - Present
RBC Capital Markets May 2012 - August 2012
Private Residence September 2007 - August 2011
Skills
Teamwork, Customer Relations, Excel, Financial Analysis, Microsoft Office, Analytics, Team Leadership, Critical Thinking, Analysis, Business Analysis, PowerPoint, Strategic Planning, Financial Modeling, Data Analysis, Event Planning, Finance, Mergers & Acquisitions, Strategy, Valuation, Capital IQ, Investment Banking, Microsoft Excel
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Bachelor of Arts, Honors Business Administration (HBA)
CFA Institute
Completed CFA Level 1
National University of Singapore
Business Administration and Management, General
University of Toronto 2008 — 2009
Brown University 2008 — 2008
Harvard University 2007 — 2007
CIBC World Markets July 2013 - Present
RBC Capital Markets May 2012 - August 2012
Private Residence September 2007 - August 2011
Skills
Teamwork, Customer Relations, Excel, Financial Analysis, Microsoft Office, Analytics, Team Leadership, Critical Thinking, Analysis, Business Analysis, PowerPoint, Strategic Planning, Financial Modeling, Data Analysis, Event Planning, Finance, Mergers & Acquisitions, Strategy, Valuation, Capital IQ, Investment Banking, Microsoft Excel
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Bachelor of Arts, Honors Business Administration (HBA)
CFA Institute
Completed CFA Level 1
National University of Singapore
Business Administration and Management, General
University of Toronto 2008 — 2009
Brown University 2008 — 2008
Harvard University 2007 — 2007
Anand Gopalkrishnan Anand Gopalkrishnan's CIBC World Markets Experience July 2006 - April 2008
Job Global Account Manager | Business Development | Innovation Focused | Strategy Leader | Entrepreneurial Spirit
Industry Automotive
Experience
Cummins Inc. October 2012 - Present
Cummins Inc. May 2011 - August 2011
Rane (Madras) Limited July 2008 - April 2010
CIBC World Markets July 2006 - April 2008
Skills
Business Strategy, Financial Modeling, Valuation, Data Analysis, Product Development, Product Management, Market Research, Project Management, Business Analysis, Financial Analysis, Process Improvement, Investment Banking, Management Consulting, Private Equity, Business Planning, Strategy, Analysis, Six Sigma, Cross-functional Team..., Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Strategy & General Mangement
Carnegie Mellon University 2002 — 2006
B.Sc, Electrical and Computer Engineering, Economics
Cummins Inc. October 2012 - Present
Cummins Inc. May 2011 - August 2011
Rane (Madras) Limited July 2008 - April 2010
CIBC World Markets July 2006 - April 2008
Skills
Business Strategy, Financial Modeling, Valuation, Data Analysis, Product Development, Product Management, Market Research, Project Management, Business Analysis, Financial Analysis, Process Improvement, Investment Banking, Management Consulting, Private Equity, Business Planning, Strategy, Analysis, Six Sigma, Cross-functional Team..., Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Strategy & General Mangement
Carnegie Mellon University 2002 — 2006
B.Sc, Electrical and Computer Engineering, Economics
Liz Chiang Liz Chiang's CIBC World Markets Experience July 1998 - June 1999
Job Licensed Associate Real Estate Broker, Manhattan
Industry Real Estate
Experience
Halstead Property 2011 - Present
Credit Suisse April 2004 - March 2007
Merrill Lynch June 1999 - April 2004
CIBC World Markets July 1998 - June 1999
Goldman Sachs July 1992 - July 1996
Skills
Real Estate, Fixed Income, Investment Properties, Investors, Hedge Funds, Investment Banking, Risk Management, Financial Markets, Investments, Negotiation, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Financial Engineering
Brown University 1988 — 1992
B.S., Applied Math / Economics
Halstead Property 2011 - Present
Credit Suisse April 2004 - March 2007
Merrill Lynch June 1999 - April 2004
CIBC World Markets July 1998 - June 1999
Goldman Sachs July 1992 - July 1996
Skills
Real Estate, Fixed Income, Investment Properties, Investors, Hedge Funds, Investment Banking, Risk Management, Financial Markets, Investments, Negotiation, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Financial Engineering
Brown University 1988 — 1992
B.S., Applied Math / Economics
Coreen Campbell Coreen Campbell's CIBC World Markets Experience September 2000 - June 2001
Job HRIS Director at International Rescue Committee
Industry Human Resources
Experience
International Rescue Committee December 2014 - Present
PwC July 2012 - December 2014
New York City Health & Hospital Corp June 2010 - June 2012
City of New York May 2004 - June 2010
EDS Group June 2001 - September 2003
CIBC World Markets September 2000 - June 2001
ING March 1996 - September 2000
Citibank October 1988 - August 1995
Skills
Six Sigma-Lean & DFSS, PeopleSoft HCM..., PeopleSoft, HRIS, Performance Management, Employee Relations, Human Resources, Analysis, Onboarding, Succession Planning, Vendor Management, Personnel Management, Software Documentation, Leadership, Management, Payroll, Business Process, Strategy, Employee Benefits, Process Improvement, Change Management, Deferred Compensation, Talent Management, Business Process...
Education
City University of New York City College
BA
International Rescue Committee December 2014 - Present
PwC July 2012 - December 2014
New York City Health & Hospital Corp June 2010 - June 2012
City of New York May 2004 - June 2010
EDS Group June 2001 - September 2003
CIBC World Markets September 2000 - June 2001
ING March 1996 - September 2000
Citibank October 1988 - August 1995
Skills
Six Sigma-Lean & DFSS, PeopleSoft HCM..., PeopleSoft, HRIS, Performance Management, Employee Relations, Human Resources, Analysis, Onboarding, Succession Planning, Vendor Management, Personnel Management, Software Documentation, Leadership, Management, Payroll, Business Process, Strategy, Employee Benefits, Process Improvement, Change Management, Deferred Compensation, Talent Management, Business Process...
Education
City University of New York City College
BA
Shane P. Criqui's CIBC World Markets Experience 2002 - 2004
Job Litigation Attorney at Stradling Yocca Carlson & Rauth
Industry Law Practice
Experience
Stradling Yocca Carlson & Rauth September 2008 - Present
Stradling Yocca Carlson & Rauth June 2007 - August 2007
Chambers of Hon. Stephen V. Wilson, U.S. District Court Judge, Central District of California June 2006 - August 2006
CIBC World Markets 2002 - 2004
ING 2000 - 2001
Skills
Civil Litigation, Legal Research, Legal Writing, Arbitration, Breach Of Contract, Courts, Appeals, Mediation, Trials, Business Litigation, Securities Litigation, Dispute, Depositions, Commercial Litigation, Intentional Torts, Fraud, Valuation, Financial Statements, Corporate Governance, Litigation, LexisNexis, Corporate Law
Education
Loyola Law School, Los Angeles 2005 — 2008
Doctor of Law (J.D.)
Brown University 1996 — 2000
Bachelor of Arts (B.A.), Business Economics
London School of Economics and Political Science 1998 — 1999
General Course Student, Global Economics
Torrey Pines High School 1992 — 1996
Stradling Yocca Carlson & Rauth September 2008 - Present
Stradling Yocca Carlson & Rauth June 2007 - August 2007
Chambers of Hon. Stephen V. Wilson, U.S. District Court Judge, Central District of California June 2006 - August 2006
CIBC World Markets 2002 - 2004
ING 2000 - 2001
Skills
Civil Litigation, Legal Research, Legal Writing, Arbitration, Breach Of Contract, Courts, Appeals, Mediation, Trials, Business Litigation, Securities Litigation, Dispute, Depositions, Commercial Litigation, Intentional Torts, Fraud, Valuation, Financial Statements, Corporate Governance, Litigation, LexisNexis, Corporate Law
Education
Loyola Law School, Los Angeles 2005 — 2008
Doctor of Law (J.D.)
Brown University 1996 — 2000
Bachelor of Arts (B.A.), Business Economics
London School of Economics and Political Science 1998 — 1999
General Course Student, Global Economics
Torrey Pines High School 1992 — 1996
Al Hamdani Al Hamdani's CIBC World Markets Experience May 1997 - September 1999
Job Senior VicePresident and Chief Risk Officer at Export Development Canada | Exportation et développement Canada EDC
Industry Banking
Experience
Export Development Canada Exportation et développement Canada - EDC July 2015 - Present
Export Development Canada July 2014 - Present
Export Development Canada August 2009 - July 2014
Export Development Canada July 2007 - August 2009
Export Development Canada September 1999 - July 2007
CIBC World Markets May 1997 - September 1999
Bank of Canada May 1994 - September 1995
Education
University of Toronto - Rotman School of Management 1995 — 1997
MBA, Finance
Chartered Financial Analyst
Carleton University
BA, Economics and Statistics
Export Development Canada Exportation et développement Canada - EDC July 2015 - Present
Export Development Canada July 2014 - Present
Export Development Canada August 2009 - July 2014
Export Development Canada July 2007 - August 2009
Export Development Canada September 1999 - July 2007
CIBC World Markets May 1997 - September 1999
Bank of Canada May 1994 - September 1995
Education
University of Toronto - Rotman School of Management 1995 — 1997
MBA, Finance
Chartered Financial Analyst
Carleton University
BA, Economics and Statistics
Chris Erlindson, FCSI, CIM Chris Erlindson, FCSI, CIM's CIBC World Markets Experience April 2012 - Present
Job Business Development Manager at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets April 2012 - Present
BMO Nesbitt Burns September 2010 - March 2012
TD Waterhouse September 2004 - September 2010
TD Waterhouse September 2002 - September 2004
CIBC September 2001 - September 2002
CIBC Wood Gundy September 1998 - September 2001
Education
Carleton University 1992 — 1997
Bachelor’s Degree
CIBC World Markets April 2012 - Present
BMO Nesbitt Burns September 2010 - March 2012
TD Waterhouse September 2004 - September 2010
TD Waterhouse September 2002 - September 2004
CIBC September 2001 - September 2002
CIBC Wood Gundy September 1998 - September 2001
Education
Carleton University 1992 — 1997
Bachelor’s Degree
Cyrus Zahedi Cyrus Zahedi's CIBC World Markets Experience March 2009 - March 2010
Job Vice President, Global Banking & Markets, Financial Institutions Group at HSBC
Industry Financial Services
Experience
HSBC March 2015 - Present
HSBC June 2011 - February 2015
CIBC World Markets March 2009 - March 2010
NAB September 2007 - December 2008
Banca Intesa September 2006 - September 2007
NewStar Financial June 2004 - September 2006
Skills
Credit Analysis, ISDA, Capital Markets, Prospectus, Financial Modeling, Investment Banking, Portfolio Management, Structured Finance, Valuation, Structured Products, Securitization, Corporate Finance, Derivatives, Fixed Income, Bloomberg, Equities, Credit Risk, Financial Analysis, Credit, Hedge Funds, Risk Management, Due Diligence, ABS, Commercial Banking, Financial Institutions, Securities
Education
Ivey Business School at Western University 2010 — 2011
MBA, Business Administration
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance
Crescent School 1992 — 2000
HSBC March 2015 - Present
HSBC June 2011 - February 2015
CIBC World Markets March 2009 - March 2010
NAB September 2007 - December 2008
Banca Intesa September 2006 - September 2007
NewStar Financial June 2004 - September 2006
Skills
Credit Analysis, ISDA, Capital Markets, Prospectus, Financial Modeling, Investment Banking, Portfolio Management, Structured Finance, Valuation, Structured Products, Securitization, Corporate Finance, Derivatives, Fixed Income, Bloomberg, Equities, Credit Risk, Financial Analysis, Credit, Hedge Funds, Risk Management, Due Diligence, ABS, Commercial Banking, Financial Institutions, Securities
Education
Ivey Business School at Western University 2010 — 2011
MBA, Business Administration
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance
Crescent School 1992 — 2000
Cathy Mauro's CIBC World Markets Experience September 2004 - July 2009
Job Organizing the Absent Minded
Industry Consumer Services
Experience
Organizing the Absent Minded December 2012 - Present
CIBC World Markets September 2004 - July 2009
Women in Film and Television - Toronto (WIFT-T) April 1999 - January 2000
Skills
Community Outreach, Research, Creative Writing, Internal Communications, Corporate Communications, Ideas Development, Presentation Development, Persuasive Presentations, Photography, Problem Solving, Lateral Thinking, Event Producing, Picasa, PowerPoint, Windows Movie Maker, Wondershare DVD Maker, Persuasive Writing, Photoshop, Documentary Photography, Portuguese, Italian, Social Media
Education
Centennial College
Corporate Communication, Business/Corporate Communications, Overall GPA 4.2
Dante Alighieri Academy
Organizing the Absent Minded December 2012 - Present
CIBC World Markets September 2004 - July 2009
Women in Film and Television - Toronto (WIFT-T) April 1999 - January 2000
Skills
Community Outreach, Research, Creative Writing, Internal Communications, Corporate Communications, Ideas Development, Presentation Development, Persuasive Presentations, Photography, Problem Solving, Lateral Thinking, Event Producing, Picasa, PowerPoint, Windows Movie Maker, Wondershare DVD Maker, Persuasive Writing, Photoshop, Documentary Photography, Portuguese, Italian, Social Media
Education
Centennial College
Corporate Communication, Business/Corporate Communications, Overall GPA 4.2
Dante Alighieri Academy
Dawn Labady Dawn Labady's CIBC World Markets Experience January 1997 - January 2002
Job Science Teacher at Chicago Virtual Charter School
Industry Education Management
Experience
Chicago Virtual Charter School August 2011 - Present
K12 2011 - Present
Chicago Tabernacle February 2002 - February 2003
CIBC World Markets January 1997 - January 2002
Skills
Educational Technology, Curriculum Design, Curriculum Development, Classroom, K-12, Educational Leadership, E-Learning, Tutoring, Instructional Design, Classroom Management, Lesson Planning, Teaching, Differentiated..., Staff Development, Literacy, Adult Education, Instructional Technology, Elementary Education, Special Education, Teacher Training
Education
Trinity International University 2007 — 2010
Bachelor's degree, Secondary Education - Biology
City Colleges of Chicago-Wilbur Wright College 2005 — 2006
Associate of Arts (A.A.)
Chicago Virtual Charter School August 2011 - Present
K12 2011 - Present
Chicago Tabernacle February 2002 - February 2003
CIBC World Markets January 1997 - January 2002
Skills
Educational Technology, Curriculum Design, Curriculum Development, Classroom, K-12, Educational Leadership, E-Learning, Tutoring, Instructional Design, Classroom Management, Lesson Planning, Teaching, Differentiated..., Staff Development, Literacy, Adult Education, Instructional Technology, Elementary Education, Special Education, Teacher Training
Education
Trinity International University 2007 — 2010
Bachelor's degree, Secondary Education - Biology
City Colleges of Chicago-Wilbur Wright College 2005 — 2006
Associate of Arts (A.A.)
Inga Terzopoulos Inga Terzopoulos's CIBC World Markets Experience April 2006 - June 2008
Job Client Delivery Manager at Quebecor Media
Industry Marketing and Advertising
Experience
TC Media May 2014 - Present
Me to We May 2013 - April 2014
TeamSave/Kijiji Daily Deals, an eBay Company March 2011 - April 2013
Draftfcb September 2008 - February 2011
Draftfcb May 2008 - August 2008
CIBC World Markets April 2006 - June 2008
MTV Canada & Upfront Entertainment November 2005 - March 2006
Skills
Digital Marketing, Online Advertising, Integrated Marketing, Advertising, Social Media Marketing, Social Media, Digital Strategy, Email Marketing, Marketing Communications, Interactive Marketing, Digital Media, Relationship Marketing, CRM, Online Marketing, Salesforce.com, SEO, Direct Marketing, Social Networking, Google Analytics, SEM, Media Planning, Web Analytics, Mobile Marketing
Education
Centennial College 2007 — 2008
Professional Certificate, Advertising Account Management
York University
Bachelor of Arts, Business and Communications
TC Media May 2014 - Present
Me to We May 2013 - April 2014
TeamSave/Kijiji Daily Deals, an eBay Company March 2011 - April 2013
Draftfcb September 2008 - February 2011
Draftfcb May 2008 - August 2008
CIBC World Markets April 2006 - June 2008
MTV Canada & Upfront Entertainment November 2005 - March 2006
Skills
Digital Marketing, Online Advertising, Integrated Marketing, Advertising, Social Media Marketing, Social Media, Digital Strategy, Email Marketing, Marketing Communications, Interactive Marketing, Digital Media, Relationship Marketing, CRM, Online Marketing, Salesforce.com, SEO, Direct Marketing, Social Networking, Google Analytics, SEM, Media Planning, Web Analytics, Mobile Marketing
Education
Centennial College 2007 — 2008
Professional Certificate, Advertising Account Management
York University
Bachelor of Arts, Business and Communications
Kay Mutton Kay Mutton's CIBC World Markets Experience May 1995 - September 1998
Job Senior Registered Associate
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
UBS Financial Services September 2008 - May 2012
Merrill Lynch September 2001 - September 2008
Smith Barney September 1998 - September 2001
CIBC World Markets May 1995 - September 1998
Bear Stearns October 1983 - May 1995
Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM
Education
Bryant & Stratton College 1963 — 1965
Morgan Stanley May 2014 - Present
UBS Financial Services September 2008 - May 2012
Merrill Lynch September 2001 - September 2008
Smith Barney September 1998 - September 2001
CIBC World Markets May 1995 - September 1998
Bear Stearns October 1983 - May 1995
Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM
Education
Bryant & Stratton College 1963 — 1965
Stuart Thompson, CFP, FICB Stuart Thompson, CFP, FICB's CIBC World Markets Experience January 1999 - October 2005
Job US Head, Premier Banking Strategy and Segment Management at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2015 - Present
BMO Financial Group February 2011 - Present
BMO Financial Group November 2013 - June 2015
CIBC February 2010 - December 2010
CIBC October 2005 - February 2010
CIBC World Markets January 1999 - October 2005
Skills
Banking, Wealth Management, Investment Banking, Leadership, Retail Banking, Strategic Planning, Strategic Financial..., Financial Services, Team Leadership, Consumer Lending, Mutual Funds, Investment Advisory, Retirement Planning, Relationship Management, Portfolio Management, Commercial Banking, Credit, Investments, Financial Planning
Education
Carleton University 1983 — 1986
BA, Economics, Law
BMO Harris Bank June 2015 - Present
BMO Financial Group February 2011 - Present
BMO Financial Group November 2013 - June 2015
CIBC February 2010 - December 2010
CIBC October 2005 - February 2010
CIBC World Markets January 1999 - October 2005
Skills
Banking, Wealth Management, Investment Banking, Leadership, Retail Banking, Strategic Planning, Strategic Financial..., Financial Services, Team Leadership, Consumer Lending, Mutual Funds, Investment Advisory, Retirement Planning, Relationship Management, Portfolio Management, Commercial Banking, Credit, Investments, Financial Planning
Education
Carleton University 1983 — 1986
BA, Economics, Law
William McIntyre William McIntyre's CIBC World Markets Experience February 2006 - March 2012
Job Executive Director at MCFive Mile Commercial Mortgage Fiance LLC
Industry Commercial Real Estate
Experience
MC-Five Mile Commercial Mortgage Fiance LLC June 2015 - Present
Bethpage Federal Credit Union July 2012 - May 2015
CIBC World Markets February 2006 - March 2012
Lehman Brothers September 1998 - January 2006
Oppenheimer & Co. September 1993 - August 1998
Dean Witter 1987 - 1991
Skills
Due Diligence, Financial Modeling, Real Estate, Real Estate Economics, Investments, Valuation, CMBS, Loans, Mezzanine, Structured Finance, Financial Structuring, Securitization, Capital Markets, Credit, Equities, Asset Management, Commercial Mortgages, Loan Origination, Fixed Income
Education
Columbia Business School 1992 — 1993
Master of Business Administration (M.B.A.), Finance, International Business
Providence College 1982 — 1986
Bachelor's degree, Finance, Development of Western Civilization
City University London
St Roses
MC-Five Mile Commercial Mortgage Fiance LLC June 2015 - Present
Bethpage Federal Credit Union July 2012 - May 2015
CIBC World Markets February 2006 - March 2012
Lehman Brothers September 1998 - January 2006
Oppenheimer & Co. September 1993 - August 1998
Dean Witter 1987 - 1991
Skills
Due Diligence, Financial Modeling, Real Estate, Real Estate Economics, Investments, Valuation, CMBS, Loans, Mezzanine, Structured Finance, Financial Structuring, Securitization, Capital Markets, Credit, Equities, Asset Management, Commercial Mortgages, Loan Origination, Fixed Income
Education
Columbia Business School 1992 — 1993
Master of Business Administration (M.B.A.), Finance, International Business
Providence College 1982 — 1986
Bachelor's degree, Finance, Development of Western Civilization
City University London
St Roses
Karla Killian Karla Killian's CIBC World Markets Experience January 2014 - August 2014
Job Vice President at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas August 2014 - Present
CIBC World Markets January 2014 - August 2014
CIBC World Markets September 2007 - December 2013
Skills
Equities, Investment Banking, Capital Markets, Derivatives, Fixed Income, Equity Derivatives
Education
Bucknell University
Bachelor of Science (B.S.), Major: Accounting / Minor: Economics
BNP Paribas August 2014 - Present
CIBC World Markets January 2014 - August 2014
CIBC World Markets September 2007 - December 2013
Skills
Equities, Investment Banking, Capital Markets, Derivatives, Fixed Income, Equity Derivatives
Education
Bucknell University
Bachelor of Science (B.S.), Major: Accounting / Minor: Economics
Dr. Claire Fitzpatrick's CIBC World Markets Experience 1999 - 2000
Job Executive Director, Chiropractor, Health Advisor, Writer, Speaker
Industry Health, Wellness and Fitness
Experience
Dr. Claire Fitzpatrick February 2006 - Present
Dr. Claire Fitzpatrick August 1996 - Present
Keller Chiropractic August 2008 - September 2009
Healers Green Chiropractic Studios August 2005 - September 2009
· Private Practice July 2005 - February 2006
University of Bridgeport College of Chiropractic 2001 - 2005
CIBC World Markets 1999 - 2000
Sanford C. Bernstein 1990 - 1997
Ladies Workout Express January 1989 - January 1990
Skills
Writer, Teacher, Natural Health, Personal Development, Chiropractic, Pain Management, Wellness, Headaches, Meditation, Fitness, Myofascial Release, Nutrition, Relaxation, Alternative Medicine, Kinesiology, Craniosacral Therapy, Nutritional Counseling, Supplements, Lifestyle, Pregnancy, Chronic Illness, Treatment, Wellbeing, Acupuncture, Holistic Health, Back Pain, Wellness Coaching, Podcasting, Healing, Public Speaking, Stress Management, Lifestyle Coaching, Prevention, Injury Prevention, Sports Injuries, Chronic Pain
Education
University of Bridgeport 2001 — 2005
D.C., Chiropractic
Bowling Green State University 1988 — 1989
Masters of Fine Arts, Creative Writing, Poetry
University of North Carolina at Wilmington 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General, 3.8
Dr. Claire Fitzpatrick February 2006 - Present
Dr. Claire Fitzpatrick August 1996 - Present
Keller Chiropractic August 2008 - September 2009
Healers Green Chiropractic Studios August 2005 - September 2009
· Private Practice July 2005 - February 2006
University of Bridgeport College of Chiropractic 2001 - 2005
CIBC World Markets 1999 - 2000
Sanford C. Bernstein 1990 - 1997
Ladies Workout Express January 1989 - January 1990
Skills
Writer, Teacher, Natural Health, Personal Development, Chiropractic, Pain Management, Wellness, Headaches, Meditation, Fitness, Myofascial Release, Nutrition, Relaxation, Alternative Medicine, Kinesiology, Craniosacral Therapy, Nutritional Counseling, Supplements, Lifestyle, Pregnancy, Chronic Illness, Treatment, Wellbeing, Acupuncture, Holistic Health, Back Pain, Wellness Coaching, Podcasting, Healing, Public Speaking, Stress Management, Lifestyle Coaching, Prevention, Injury Prevention, Sports Injuries, Chronic Pain
Education
University of Bridgeport 2001 — 2005
D.C., Chiropractic
Bowling Green State University 1988 — 1989
Masters of Fine Arts, Creative Writing, Poetry
University of North Carolina at Wilmington 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General, 3.8
Penny Borella Penny Borella's CIBC World Markets Experience March 1998 - March 2000
Job Hospital & HR Administrator at Veterinary MRI + Radiotherapy Center of New Jersey
Industry Human Resources
Experience
Veterinary MRI + Radiotherapy Center of New Jersey 2012 - Present
Dealtime Inc. March 2000 - April 2001
CIBC World Markets March 1998 - March 2000
Merrill Lynch January 1996 - May 1997
JP Morgan July 1993 - December 1995
JP Morgan January 1992 - January 1993
JP Morgan January 1988 - January 1992
Education
Bowdoin College 1984 — 1988
Bachelor of Arts, Government and Legal Studies
Veterinary MRI + Radiotherapy Center of New Jersey 2012 - Present
Dealtime Inc. March 2000 - April 2001
CIBC World Markets March 1998 - March 2000
Merrill Lynch January 1996 - May 1997
JP Morgan July 1993 - December 1995
JP Morgan January 1992 - January 1993
JP Morgan January 1988 - January 1992
Education
Bowdoin College 1984 — 1988
Bachelor of Arts, Government and Legal Studies
Rich Rubel Rich Rubel's CIBC World Markets Experience 1994 - 1999
Job Real Estate Sales at VanderBorgh Realty
Industry Real Estate
Experience
VanderBorgh Realty May 2010 - Present
Traiger & Hinckley LLP 2007 - 2012
Traiger & Hinckley LLP 2001 - 2007
CIBC Oppenheimer 1994 - 1999
cibc 1994 - 1999
cibc world markets 1994 - 1999
Skills
Analysis
Education
City University of New York-Hunter College 1987 — 1992
VanderBorgh Realty May 2010 - Present
Traiger & Hinckley LLP 2007 - 2012
Traiger & Hinckley LLP 2001 - 2007
CIBC Oppenheimer 1994 - 1999
cibc 1994 - 1999
cibc world markets 1994 - 1999
Skills
Analysis
Education
City University of New York-Hunter College 1987 — 1992
Ali Irani Ali Irani's CIBC World Markets Experience 1999 - 2005
Job Managing Partner at A.I. Capital Management
Industry Investment Management
Experience
A.I. Capital Management May 2006 - Present
CIBC World Markets 1999 - 2005
Oppenheimer & Co. 1997 - 1999
Skills
Investments, Alternative Investments, Private Equity, Equity Research, Equities, Hedge Funds, Business Strategy, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Capital Markets
Education
Columbia University in the City of New York 1992 — 1994
Master of Business Administration (M.B.A.), Finance, Beta Gamma Sigma
Brown University 1986 — 1991
BS/BA, BS Engineering, BA Organizational Behavior & Management
A.I. Capital Management May 2006 - Present
CIBC World Markets 1999 - 2005
Oppenheimer & Co. 1997 - 1999
Skills
Investments, Alternative Investments, Private Equity, Equity Research, Equities, Hedge Funds, Business Strategy, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Capital Markets
Education
Columbia University in the City of New York 1992 — 1994
Master of Business Administration (M.B.A.), Finance, Beta Gamma Sigma
Brown University 1986 — 1991
BS/BA, BS Engineering, BA Organizational Behavior & Management
Alana Weiss's CIBC World Markets Experience October 2006 - January 2008
Job Investment Banking Client Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters January 2012 - Present
Thomson Reuters January 2011 - January 2012
Thomson Reuters February 2008 - February 2011
CIBC World Markets October 2006 - January 2008
Citi Group December 2004 - May 2006
New York Life 2004 - 2004
Education
Boston University - School of Management 2000 — 2004
Bachelors
Massapequa High School
Thomson Reuters January 2012 - Present
Thomson Reuters January 2011 - January 2012
Thomson Reuters February 2008 - February 2011
CIBC World Markets October 2006 - January 2008
Citi Group December 2004 - May 2006
New York Life 2004 - 2004
Education
Boston University - School of Management 2000 — 2004
Bachelors
Massapequa High School
Jill Curl Jill Curl's CIBC World Markets Experience 2003 - 2005
Job President at BJC Management Consulting Inc
Industry Insurance
Experience
BJC Management Consulting Inc March 2013 - Present
Aviva Canada November 2005 - March 2013
CIBC World Markets 2003 - 2005
RBC 2001 - 2002
Curl Consulting Incorporated 1999 - 2001
CIBC Wealth Management 1995 - 1999
London Life 1988 - 1995
Bell Canada 1984 - 1988
Skills
Program Management, Organizational Change, Business Process..., Adult Education, Business Relationship..., People Management, ITIL, IT Strategy, Banking, General Insurance, Life Insurance, Program Delivery, Change Management, Management, Programme Delivery, Leadership, Enterprise Architecture, Business Transformation, Business Process, Strategy, Business Analysis, Service Delivery, Business Intelligence, Vendor Management, SDLC, Project Management, Product Management, Project Portfolio..., Business Requirements, Agile Methodologies, Requirements Gathering, PMO, Business Process..., Governance, IT Management, Project Delivery
Education
University of Toronto - Rotman School of Management 2001 — 2001
•Advanced Program in Managing Strategic Change, Organizational Change Management
University of Toronto - Ontario Institute for Studies in Education 1995 — 1995
•Adult Training and Development Certificate, Adult Education
Western University 1992 — 1995
•Bachelor of Social Science, Socioligy & Pyschology
Ryerson University 1985 — 1986
Marketing Management Certificate, Marketing
Centennial College 1979 — 1983
•Business Administration Diploma, Computer Science
BJC Management Consulting Inc March 2013 - Present
Aviva Canada November 2005 - March 2013
CIBC World Markets 2003 - 2005
RBC 2001 - 2002
Curl Consulting Incorporated 1999 - 2001
CIBC Wealth Management 1995 - 1999
London Life 1988 - 1995
Bell Canada 1984 - 1988
Skills
Program Management, Organizational Change, Business Process..., Adult Education, Business Relationship..., People Management, ITIL, IT Strategy, Banking, General Insurance, Life Insurance, Program Delivery, Change Management, Management, Programme Delivery, Leadership, Enterprise Architecture, Business Transformation, Business Process, Strategy, Business Analysis, Service Delivery, Business Intelligence, Vendor Management, SDLC, Project Management, Product Management, Project Portfolio..., Business Requirements, Agile Methodologies, Requirements Gathering, PMO, Business Process..., Governance, IT Management, Project Delivery
Education
University of Toronto - Rotman School of Management 2001 — 2001
•Advanced Program in Managing Strategic Change, Organizational Change Management
University of Toronto - Ontario Institute for Studies in Education 1995 — 1995
•Adult Training and Development Certificate, Adult Education
Western University 1992 — 1995
•Bachelor of Social Science, Socioligy & Pyschology
Ryerson University 1985 — 1986
Marketing Management Certificate, Marketing
Centennial College 1979 — 1983
•Business Administration Diploma, Computer Science
Daniel Yamron Daniel Yamron's CIBC World Markets Experience 1998 - 2000
Job Ariane Capital Partners
Industry Capital Markets
Experience
Capital Markets Advisory Business 2009 - Present
Leerink Partners LLC 2007 - 2009
Banner Capital Markets 2003 - 2007
Piper Jaffray 2000 - 2003
CIBC World Markets 1998 - 2000
Cowen and Company 1994 - 1998
PaineWebber 1985 - 1994
Skills
Equities, Origination, Equity Capital Markets, Private Placements, Investor Relations, IPO
Education
Harvard Business School 1982 — 1984
MBA, Finance
Carleton College 1974 — 1978
BA, International Relations
Capital Markets Advisory Business 2009 - Present
Leerink Partners LLC 2007 - 2009
Banner Capital Markets 2003 - 2007
Piper Jaffray 2000 - 2003
CIBC World Markets 1998 - 2000
Cowen and Company 1994 - 1998
PaineWebber 1985 - 1994
Skills
Equities, Origination, Equity Capital Markets, Private Placements, Investor Relations, IPO
Education
Harvard Business School 1982 — 1984
MBA, Finance
Carleton College 1974 — 1978
BA, International Relations
Susan Gardiner's CIBC World Markets Experience October 1998 - December 1999
Job Project Manager at RCG Information Technology
Industry Information Technology and Services
Experience
Tribeca Film Festival January 2008 - May 2008
RCG Information Technology September 2003 - August 2004
RCG Information Technology January 2003 - July 2003
GRIDCO Construction June 2002 - December 2002
IBM September 2001 - April 2002
IBM June 2000 - July 2001
IBM January 2000 - May 2000
CIBC World Markets October 1998 - December 1999
Digital Equipment Corporation September 1997 - May 1998
Wachtell, Lipton, Rosen & Katz February 1997 - September 1997
Education
City University of New York 2007 — 2008
AS, Multimedia Programming & Design
Columbia University in the City of New York
BA, Creative Writing
Tribeca Film Festival January 2008 - May 2008
RCG Information Technology September 2003 - August 2004
RCG Information Technology January 2003 - July 2003
GRIDCO Construction June 2002 - December 2002
IBM September 2001 - April 2002
IBM June 2000 - July 2001
IBM January 2000 - May 2000
CIBC World Markets October 1998 - December 1999
Digital Equipment Corporation September 1997 - May 1998
Wachtell, Lipton, Rosen & Katz February 1997 - September 1997
Education
City University of New York 2007 — 2008
AS, Multimedia Programming & Design
Columbia University in the City of New York
BA, Creative Writing
Steve Jaffe's CIBC World Markets Experience February 1998 - September 2000
Job FX Pricing and Risk Developer at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch December 2014 - Present
Morgan Stanley April 2014 - November 2014
RiskSpan April 2009 - March 2014
Barclays Capital April 2005 - April 2009
Goldman Sachs September 2000 - April 2004
CIBC World Markets February 1998 - September 2000
CIBC 1997 - 1999
Merrill Lynch February 1997 - February 1998
Greenwich Capital September 1996 - September 1997
Financial Sciences September 1994 - September 1996
Skills
C++, Perl, Python, Quantitative Finance, Electronic Trading, R, Quantitative Analysis, Derivatives, Fixed Income, Quantitative Analytics, Trading Systems, Credit Risk, Trading, VBA, Structured Products, Market Risk, Capital Markets, FX Options, Interest Rate..., Options, Credit Derivatives, Bloomberg, Market Data, Equities, Hedge Funds
Education
New York University 1982 — 1989
Ph.D., Mathematics
University of Cambridge 1978 — 1979
M.Phil., Control Engineering
Caltech 1973 — 1977
B.S., Biology
Aragon High School 1970 — 1974
Bank of America Merrill Lynch December 2014 - Present
Morgan Stanley April 2014 - November 2014
RiskSpan April 2009 - March 2014
Barclays Capital April 2005 - April 2009
Goldman Sachs September 2000 - April 2004
CIBC World Markets February 1998 - September 2000
CIBC 1997 - 1999
Merrill Lynch February 1997 - February 1998
Greenwich Capital September 1996 - September 1997
Financial Sciences September 1994 - September 1996
Skills
C++, Perl, Python, Quantitative Finance, Electronic Trading, R, Quantitative Analysis, Derivatives, Fixed Income, Quantitative Analytics, Trading Systems, Credit Risk, Trading, VBA, Structured Products, Market Risk, Capital Markets, FX Options, Interest Rate..., Options, Credit Derivatives, Bloomberg, Market Data, Equities, Hedge Funds
Education
New York University 1982 — 1989
Ph.D., Mathematics
University of Cambridge 1978 — 1979
M.Phil., Control Engineering
Caltech 1973 — 1977
B.S., Biology
Aragon High School 1970 — 1974
Joseph Orlic's CIBC World Markets Experience 1994 - 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
IPP of America, Inc. 2006 - 2007
Redcats USA 2004 - 2005
TD Waterhouse Investor Services 2000 - 2002
CIBC World Markets 1994 - 2000
Under Contract to Financial Institutions 1993 - 1994
Securities Industry Automation Corporation (SIAC) 1990 - 1993
Under Contract to Defense Contractors 1982 - 1990
Harris Corporation, PRD Electronics Division 1977 - 1982
Education
City University of New York City College
BS
IPP of America, Inc. 2006 - 2007
Redcats USA 2004 - 2005
TD Waterhouse Investor Services 2000 - 2002
CIBC World Markets 1994 - 2000
Under Contract to Financial Institutions 1993 - 1994
Securities Industry Automation Corporation (SIAC) 1990 - 1993
Under Contract to Defense Contractors 1982 - 1990
Harris Corporation, PRD Electronics Division 1977 - 1982
Education
City University of New York City College
BS
Len Geofroy's CIBC World Markets Experience 2006 - 2010
Job Senior Director, Head of Human Resources, U.S. and Asia Pacific Regions
Industry Human Resources
Experience
CIBC 2014 - Present
CIBC 2011 - 2014
RBC Capital Markets 2010 - 2011
CIBC World Markets 2006 - 2010
CIBC 2004 - 2006
Ceridian Canada 2003 - 2004
Knightsbridge Career Management 2002 - 2003
Education
Western University 1999 — 2001
M.Ed.
Brock University 1995 — 1999
BA
CIBC 2014 - Present
CIBC 2011 - 2014
RBC Capital Markets 2010 - 2011
CIBC World Markets 2006 - 2010
CIBC 2004 - 2006
Ceridian Canada 2003 - 2004
Knightsbridge Career Management 2002 - 2003
Education
Western University 1999 — 2001
M.Ed.
Brock University 1995 — 1999
BA
Don Gauthier's CIBC World Markets Experience March 2001 - September 2003
Job Technical Consultant / Services & Platform Owner at CIBC
Industry Banking
Experience
CIBC July 2010 - Present
CIBC January 2006 - July 2010
CIBC September 2003 - January 2006
CIBC World Markets March 2001 - September 2003
Canadian Blood Services February 1999 - March 2001
Skills
Active Directory, Virtualization, VMware, ITIL, Disaster Recovery, VDI, Windows Server, Enterprise Architecture, Citrix, Infrastructure, IT Service Management, IT Management, IT Strategy, SCCM, Altiris, IT Operations, Troubleshooting, Enterprise Desktop..., Credant, Endpoint Security, Project Management, Application..., Strategic Planning, VMware ESX, VMware View, IT Infrastructure..., OneSite, Consulting, Customer Support, Budgets, Research, Healthcare, Blood Bank, Mobile Device Management, System Deployment, Security, Microsoft Exchange, Integration, VMware Infrastructure, Technical Support, Enterprise Software, Hardware, Service Delivery, Group Policy, Microsoft Technologies, Vendor Management
Education
Cambrian College 1995 — 1998
Information Technology
Sault College 1994 — 1995
Firefighting
Certificate Programs
CIBC July 2010 - Present
CIBC January 2006 - July 2010
CIBC September 2003 - January 2006
CIBC World Markets March 2001 - September 2003
Canadian Blood Services February 1999 - March 2001
Skills
Active Directory, Virtualization, VMware, ITIL, Disaster Recovery, VDI, Windows Server, Enterprise Architecture, Citrix, Infrastructure, IT Service Management, IT Management, IT Strategy, SCCM, Altiris, IT Operations, Troubleshooting, Enterprise Desktop..., Credant, Endpoint Security, Project Management, Application..., Strategic Planning, VMware ESX, VMware View, IT Infrastructure..., OneSite, Consulting, Customer Support, Budgets, Research, Healthcare, Blood Bank, Mobile Device Management, System Deployment, Security, Microsoft Exchange, Integration, VMware Infrastructure, Technical Support, Enterprise Software, Hardware, Service Delivery, Group Policy, Microsoft Technologies, Vendor Management
Education
Cambrian College 1995 — 1998
Information Technology
Sault College 1994 — 1995
Firefighting
Certificate Programs
Audrey Harvey, MBA, PMP's CIBC World Markets Experience 2000 - July 2010
Job at Geller & Company
Industry Information Technology and Services
Experience
Geller & Company 2010 - Present
CIBC World Markets 2000 - July 2010
Frontline Communispond 1999 - 2000
Skills
Business Analysis, Project Management, Change Management, ITIL, Risk Management, Vendor Management, Program Management, Process Improvement, Integration, Strategic Planning, Business Strategy, Cross-functional Team..., Disaster Recovery, IT Strategy, Leadership, Information Technology, Business Continuity, PMO, Management, Data Center, Organizational..., IT Management, SDLC, Business Process..., PMP, SharePoint, Visio, Testing
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
Executive MBA, Entrepreneurship and Emerging Enterprises
Canisius College 1989 — 1992
BS, Management Information System
Geller & Company 2010 - Present
CIBC World Markets 2000 - July 2010
Frontline Communispond 1999 - 2000
Skills
Business Analysis, Project Management, Change Management, ITIL, Risk Management, Vendor Management, Program Management, Process Improvement, Integration, Strategic Planning, Business Strategy, Cross-functional Team..., Disaster Recovery, IT Strategy, Leadership, Information Technology, Business Continuity, PMO, Management, Data Center, Organizational..., IT Management, SDLC, Business Process..., PMP, SharePoint, Visio, Testing
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
Executive MBA, Entrepreneurship and Emerging Enterprises
Canisius College 1989 — 1992
BS, Management Information System
Vanessa Duno's CIBC World Markets Experience 2000 - 2001
Job Vice President BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2009 - Present
BNP Paribas March 2006 - June 2009
Morgan Stanley 2003 - 2006
CIBC World Markets 2000 - 2001
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading
Education
Brown University 1996 — 2000
BNY Mellon July 2009 - Present
BNP Paribas March 2006 - June 2009
Morgan Stanley 2003 - 2006
CIBC World Markets 2000 - 2001
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading
Education
Brown University 1996 — 2000
Misha Gavronsky's CIBC World Markets Experience February 1994 - February 1999
Job EPAM Systems. VP, Financial Solutions
Industry Financial Services
Experience
EPAM Systems January 2009 - Present
InfoNgen Inc February 2005 - January 2009
Reuters Research Division (former Multex) March 1999 - February 2005
CIBC World Markets February 1994 - February 1999
Sanwa Financial Products September 1992 - February 1994
Skills
Risk Management, Equities, Fixed Income, Capital Markets, Data Warehousing, Software Development, Software Project..., Business Analysis, Product Management, Business Intelligence, Start-ups, Cloud Computing, XML, Agile Methodologies, Enterprise Architecture, Agile Project Management, Investment Banking, Software Development..., Linux, Derivatives, Trading, Trading Systems, Electronic Trading, FX Options, Market Data, Options, Financial Services, Architectures, Financial Markets, Tennis
Education
Boston University
MS, Systems Engineering
Boston University
BS, Computer Engineering
EPAM Systems January 2009 - Present
InfoNgen Inc February 2005 - January 2009
Reuters Research Division (former Multex) March 1999 - February 2005
CIBC World Markets February 1994 - February 1999
Sanwa Financial Products September 1992 - February 1994
Skills
Risk Management, Equities, Fixed Income, Capital Markets, Data Warehousing, Software Development, Software Project..., Business Analysis, Product Management, Business Intelligence, Start-ups, Cloud Computing, XML, Agile Methodologies, Enterprise Architecture, Agile Project Management, Investment Banking, Software Development..., Linux, Derivatives, Trading, Trading Systems, Electronic Trading, FX Options, Market Data, Options, Financial Services, Architectures, Financial Markets, Tennis
Education
Boston University
MS, Systems Engineering
Boston University
BS, Computer Engineering
Steven Gelbtuch's CIBC World Markets Experience May 2004 - July 2004
Job Real Estate
Industry Real Estate
Experience
Stonegate Realty October 2009 - Present
AIG Global Real Estate Group March 2008 - September 2009
Arbor Realty Trust September 2006 - March 2008
Optimum Holdings Group July 2004 - September 2006
CIBC World Markets May 2004 - July 2004
UBS Financial Services July 2001 - March 2004
Skills
Asset Managment, Investments, Real Estate Economics, Portfolio Management, Real Estate, Asset Management, Valuation, Management, Due Diligence, Property, Process Improvement, Financial Analysis, Strategy, Negotiation, Customer Acquisition, Customer Engagement, Customer Experience, Customer Insight, Customer Oriented, Customer Retention, Customer Satisfaction, Customer Service, Customer Support, Finance, Financial Modeling, First Time Home Buyers, Homeowners, New Home Sales, Real Estate Development, Real Estate Transactions, Residential Homes, Single Family Homes
Education
New York University 2006 — 2008
MS, Real Estate Finance
Seton Hall University 2003 — 2005
MBA, Finance
City University of New York-Brooklyn College 2000 — 2003
B.S., Finance
Merkaz Hatorah
Stonegate Realty October 2009 - Present
AIG Global Real Estate Group March 2008 - September 2009
Arbor Realty Trust September 2006 - March 2008
Optimum Holdings Group July 2004 - September 2006
CIBC World Markets May 2004 - July 2004
UBS Financial Services July 2001 - March 2004
Skills
Asset Managment, Investments, Real Estate Economics, Portfolio Management, Real Estate, Asset Management, Valuation, Management, Due Diligence, Property, Process Improvement, Financial Analysis, Strategy, Negotiation, Customer Acquisition, Customer Engagement, Customer Experience, Customer Insight, Customer Oriented, Customer Retention, Customer Satisfaction, Customer Service, Customer Support, Finance, Financial Modeling, First Time Home Buyers, Homeowners, New Home Sales, Real Estate Development, Real Estate Transactions, Residential Homes, Single Family Homes
Education
New York University 2006 — 2008
MS, Real Estate Finance
Seton Hall University 2003 — 2005
MBA, Finance
City University of New York-Brooklyn College 2000 — 2003
B.S., Finance
Merkaz Hatorah
Douglas Landy's CIBC World Markets Experience 2005 - 2007
Job Clinical Pharmacist at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation February 2011 - Present
Cardinal Health October 2010 - February 2011
Omnicare April 2007 - January 2010
CIBC World Markets 2005 - 2007
Skills
Healthcare, Pharmacists, Process Improvement, Customer Service, Strategy, Strategic Planning, Project Management, Market Research, Microsoft Office, Microsoft Excel, Clinical Analytics, Financial Markets, Writing, Financial Analysis, Pharmacy Practice, Pharmacueticals, Biotechnology, Counselor Education, Research, Operations Management
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2004
MBA
University of Pittsburgh 1994 — 1999
Pharmacy
CVS Caremark Corporation February 2011 - Present
Cardinal Health October 2010 - February 2011
Omnicare April 2007 - January 2010
CIBC World Markets 2005 - 2007
Skills
Healthcare, Pharmacists, Process Improvement, Customer Service, Strategy, Strategic Planning, Project Management, Market Research, Microsoft Office, Microsoft Excel, Clinical Analytics, Financial Markets, Writing, Financial Analysis, Pharmacy Practice, Pharmacueticals, Biotechnology, Counselor Education, Research, Operations Management
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2004
MBA
University of Pittsburgh 1994 — 1999
Pharmacy
Sean Hidey's CIBC World Markets Experience 1997 - 2004
Job Chief Operating and Compliance Officer
Industry Financial Services
Experience
Makaira Partners LLC January 2007 - Present
Pinewood Capital Partners February 2004 - November 2006
CIBC World Markets 1997 - 2004
DREXEL BURNHAM LAMBERT 1983 - 1991
Skills
Hedge Funds, Strategy, Financial Reporting, Financial Analysis, Securities, Alternative Investments, Capital Markets, Strategic Planning, Portfolio Management, Management, Business Development, Financial Modeling, Equities, Private Equity, Asset Managment, Mergers & Acquisitions
Education
California State University-Northridge 1976 — 1978
Makaira Partners LLC January 2007 - Present
Pinewood Capital Partners February 2004 - November 2006
CIBC World Markets 1997 - 2004
DREXEL BURNHAM LAMBERT 1983 - 1991
Skills
Hedge Funds, Strategy, Financial Reporting, Financial Analysis, Securities, Alternative Investments, Capital Markets, Strategic Planning, Portfolio Management, Management, Business Development, Financial Modeling, Equities, Private Equity, Asset Managment, Mergers & Acquisitions
Education
California State University-Northridge 1976 — 1978
Dan Conlon's CIBC World Markets Experience May 2006 - January 2008
Job Managing Director at Oppenheimer
Industry Financial Services
Experience
Oppenheimer January 2008 - April 2012
CIBC World Markets May 2006 - January 2008
Dresdner Bank June 2002 - May 2006
Allfirst Bank March 2000 - April 2002
Summit Bank January 1998 - January 2000
CIBC May 1988 - January 1998
RBC Royal Bank 1983 - 1988
Education
City University of New York-Brooklyn College 1975 — 1979
Oppenheimer January 2008 - April 2012
CIBC World Markets May 2006 - January 2008
Dresdner Bank June 2002 - May 2006
Allfirst Bank March 2000 - April 2002
Summit Bank January 1998 - January 2000
CIBC May 1988 - January 1998
RBC Royal Bank 1983 - 1988
Education
City University of New York-Brooklyn College 1975 — 1979
Alejandro Izquierdo's CIBC World Markets Experience August 1997 - August 2003
Job Vice President, Incident Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley October 2007 - Present
Amaranth Group Inc. 2003 - 2007
CIBC World Markets August 1997 - August 2003
Skills
Trading Systems, Asset Managment
Education
City University of New York City College 1994 — 2004
Morgan Stanley October 2007 - Present
Amaranth Group Inc. 2003 - 2007
CIBC World Markets August 1997 - August 2003
Skills
Trading Systems, Asset Managment
Education
City University of New York City College 1994 — 2004
Dominic Blosil's CIBC World Markets Experience June 2007 - August 2007
Job VP, Finance and Strategy at Traeger Pellet Grills, LLC
Industry Consumer Goods
Experience
Traeger Pellet Grills, LLC March 2014 - Present
Skullcandy Inc. November 2010 - March 2014
Black Oak Capital Partners April 2008 - November 2010
CIBC World Markets June 2007 - August 2007
The Church of Jesus Christ of Latter-day Saints April 2002 - April 2004
Skills
Financial Modeling, Business Strategy, Investments, Mergers, Management, Mergers & Acquisitions, Business Analysis, Business Planning, Product Management, New Business Development, Corporate Development, Forecasting, Competitive Analysis, Marketing Strategy, Strategy, Marketing
Education
Brigham Young University 2004 — 2008
Business Management, Finance
CFA Level II Candidate
Campolindo
Traeger Pellet Grills, LLC March 2014 - Present
Skullcandy Inc. November 2010 - March 2014
Black Oak Capital Partners April 2008 - November 2010
CIBC World Markets June 2007 - August 2007
The Church of Jesus Christ of Latter-day Saints April 2002 - April 2004
Skills
Financial Modeling, Business Strategy, Investments, Mergers, Management, Mergers & Acquisitions, Business Analysis, Business Planning, Product Management, New Business Development, Corporate Development, Forecasting, Competitive Analysis, Marketing Strategy, Strategy, Marketing
Education
Brigham Young University 2004 — 2008
Business Management, Finance
CFA Level II Candidate
Campolindo
Naohisa Murakami's CIBC World Markets Experience 1996 - 1999
Job at
Industry Management Consulting
Experience
KPMG June 2013 - Present
Federal Reserve Bank of New York 2008 - June 2013
Federal Reserve Bank of New York 2007 - 2008
Federal Reserve Bank of New York 2005 - 2007
RBC Capital Markets/CE Unterberg Towbin August 2003 - July 2005
Schachter Capital Management May 1999 - October 2002
CIBC World Markets 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, BCP, BSA/AML, Title..., Reg B, NMS, T, U, W,..., Credit Risk, Fixed Income, Valuation, Financial Risk, Bloomberg, Market Risk, Investment Banking, Portfolio Management, Finance, Financial Markets, Credit, Financial Modeling, Investments, Banking, Financial Institutions
Education
Boston University 1987 — 1991
BA, Economics
The Bronx High School of Science 1983 — 1987
KPMG June 2013 - Present
Federal Reserve Bank of New York 2008 - June 2013
Federal Reserve Bank of New York 2007 - 2008
Federal Reserve Bank of New York 2005 - 2007
RBC Capital Markets/CE Unterberg Towbin August 2003 - July 2005
Schachter Capital Management May 1999 - October 2002
CIBC World Markets 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, BCP, BSA/AML, Title..., Reg B, NMS, T, U, W,..., Credit Risk, Fixed Income, Valuation, Financial Risk, Bloomberg, Market Risk, Investment Banking, Portfolio Management, Finance, Financial Markets, Credit, Financial Modeling, Investments, Banking, Financial Institutions
Education
Boston University 1987 — 1991
BA, Economics
The Bronx High School of Science 1983 — 1987
Anthony Becker's CIBC World Markets Experience 1999 - 2001
Job Product Manager at SunGard Capital Markets
Industry Financial Services
Experience
SunGard Capital Markets January 2011 - Present
SunGard April 2008 - May 2011
Transaction Auditing Group September 2003 - April 2008
WorldCo 2001 - 2002
CIBC World Markets 1999 - 2001
Skills
Equities, Derivatives, Electronic Trading, Financial Markets, Trading, Fixed Income, Trading Systems, Capital Markets, Options, Business Analysis, Financial Services, Risk Management, Securities, Equity Trading, Trading Compliance, Compliance, Management
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Finance & Management Systems
Boston University 1995 — 1999
Bachelor of Arts (B.A.)
SunGard Capital Markets January 2011 - Present
SunGard April 2008 - May 2011
Transaction Auditing Group September 2003 - April 2008
WorldCo 2001 - 2002
CIBC World Markets 1999 - 2001
Skills
Equities, Derivatives, Electronic Trading, Financial Markets, Trading, Fixed Income, Trading Systems, Capital Markets, Options, Business Analysis, Financial Services, Risk Management, Securities, Equity Trading, Trading Compliance, Compliance, Management
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Finance & Management Systems
Boston University 1995 — 1999
Bachelor of Arts (B.A.)
Kimberly Young's CIBC World Markets Experience February 2006 - January 2008
Job Director Syndicated Loan Capital Markets at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi April 2010 - Present
Oppenheimer & Co. January 2008 - March 2010
CIBC World Markets February 2006 - January 2008
CIBC World Markets June 2005 - February 2006
State Department, US Embassy to Argentina August 2000 - December 2000
Skills
Syndications, Financial Structuring, Loans, Underwriting, Investment Banking, Capital Markets, Corporate Finance, Leveraged Finance, Series 7, Series 63, Investments, Structured Finance, Fixed Income, Credit Analysis, Financial Modeling, Valuation, Derivatives, Portfolio Management
Education
Boston University
MA, Economics
La Universidad de Buenos Aires
The George Washington University
BS, Economics
Bank of Tokyo-Mitsubishi April 2010 - Present
Oppenheimer & Co. January 2008 - March 2010
CIBC World Markets February 2006 - January 2008
CIBC World Markets June 2005 - February 2006
State Department, US Embassy to Argentina August 2000 - December 2000
Skills
Syndications, Financial Structuring, Loans, Underwriting, Investment Banking, Capital Markets, Corporate Finance, Leveraged Finance, Series 7, Series 63, Investments, Structured Finance, Fixed Income, Credit Analysis, Financial Modeling, Valuation, Derivatives, Portfolio Management
Education
Boston University
MA, Economics
La Universidad de Buenos Aires
The George Washington University
BS, Economics
Jonathan Malkin's CIBC World Markets Experience 1997 - 2006
Job President and COO, SWC Office Furniture and Partner in Real Estate Management
Industry Furniture
Experience
SWC Office Furniture September 2012 - Present
Cerberus Capital Management February 2006 - June 2012
CIBC World Markets 1997 - 2006
Education
Brandeis University 1990 — 1994
Bachelor of Arts, Economics
SWC Office Furniture September 2012 - Present
Cerberus Capital Management February 2006 - June 2012
CIBC World Markets 1997 - 2006
Education
Brandeis University 1990 — 1994
Bachelor of Arts, Economics
Jeremy Osner's CIBC World Markets Experience June 2002 - January 2007
Job Translator at selfemployed literary translator
Industry Computer Networking
Experience
Bloomberg June 2011 - Present
self-employed literary translator February 2010 - Present
FactSet Research Systems February 2011 - May 2011
Acquire Media January 2007 - February 2011
CIBC World Markets June 2002 - January 2007
Xyris Software May 1993 - November 2001
Skills
Performance Tuning, Sockets, Unix, Linux, Java, Software Development, Perl, C#, JavaScript, C, MySQL, XML, Distributed Systems, SQL, Python, PHP, Subversion, Databases, C++
Education
City University of New York-Brooklyn College 1993 — 1996
bs, computer information science
Columbia University in the City of New York 1988 — 1990
German Language and Literature
Clarkson University 1986 — 1987
Bloomberg June 2011 - Present
self-employed literary translator February 2010 - Present
FactSet Research Systems February 2011 - May 2011
Acquire Media January 2007 - February 2011
CIBC World Markets June 2002 - January 2007
Xyris Software May 1993 - November 2001
Skills
Performance Tuning, Sockets, Unix, Linux, Java, Software Development, Perl, C#, JavaScript, C, MySQL, XML, Distributed Systems, SQL, Python, PHP, Subversion, Databases, C++
Education
City University of New York-Brooklyn College 1993 — 1996
bs, computer information science
Columbia University in the City of New York 1988 — 1990
German Language and Literature
Clarkson University 1986 — 1987
Ellyn Minor's CIBC World Markets Experience January 2000 - January 2005
Job Box Office Manager at Montclair Film Festival
Industry Executive Office
Experience
Montclair Film Festival January 2015 - Present
Union Congregational Church April 2014 - Present
AutoClear June 2013 - September 2013
Montel Media July 2012 - March 2013
Smiths Detection January 2008 - June 2012
HURRICANE KATRINA RELIEF September 2006 - December 2006
CIBC World Markets January 2000 - January 2005
American Express 1985 - 1990
Skills
Administration, Event Planning, Administrative Support, Excel, Microsoft Office, Outlook, Event Management, Compliance, PowerPoint, Word, Social Media, Conferences, SAP, Administrative..., Microsoft Excel, Microsoft Word, Leadership, System Administration, Training, Project Planning, Management, Nonprofits, Team Leadership, Project Management, Process Improvement, CRM, Cross-functional Team..., Team Building, Program Management
Education
Centenary College
Bachelor of Arts, Communications & Liberal Arts
Montclair High School
High School Diploma, High School/Secondary Diploma Program
Montclair Film Festival January 2015 - Present
Union Congregational Church April 2014 - Present
AutoClear June 2013 - September 2013
Montel Media July 2012 - March 2013
Smiths Detection January 2008 - June 2012
HURRICANE KATRINA RELIEF September 2006 - December 2006
CIBC World Markets January 2000 - January 2005
American Express 1985 - 1990
Skills
Administration, Event Planning, Administrative Support, Excel, Microsoft Office, Outlook, Event Management, Compliance, PowerPoint, Word, Social Media, Conferences, SAP, Administrative..., Microsoft Excel, Microsoft Word, Leadership, System Administration, Training, Project Planning, Management, Nonprofits, Team Leadership, Project Management, Process Improvement, CRM, Cross-functional Team..., Team Building, Program Management
Education
Centenary College
Bachelor of Arts, Communications & Liberal Arts
Montclair High School
High School Diploma, High School/Secondary Diploma Program
Wendy Reitz's CIBC World Markets Experience April 2000 - October 2005
Job Critical Care Nurse at the Palms of Pasadena Hospital
Industry Hospital & Health Care
Experience
HCA North & West Florida August 2014 - 2015
Florida Hospital Tampa August 2012 - March 2014
Humboldt State University January 2010 - May 2012
Vello Corporation March 2007 - February 2010
Sigpro December 2005 - March 2007
CIBC World Markets April 2000 - October 2005
Skills
Microsoft Office, Budgets, Mobile Devices, Healthcare, Nursing, HTML
Education
University of South Florida 2014 — 2017
Master's Degree
Humboldt State University 2010 — 2012
Bachelor's Degree, BSN
California State University-Chico
N
HCA North & West Florida August 2014 - 2015
Florida Hospital Tampa August 2012 - March 2014
Humboldt State University January 2010 - May 2012
Vello Corporation March 2007 - February 2010
Sigpro December 2005 - March 2007
CIBC World Markets April 2000 - October 2005
Skills
Microsoft Office, Budgets, Mobile Devices, Healthcare, Nursing, HTML
Education
University of South Florida 2014 — 2017
Master's Degree
Humboldt State University 2010 — 2012
Bachelor's Degree, BSN
California State University-Chico
N
Pankaj Mody's CIBC World Markets Experience 1996 - 1999
Job Vice President at HSBC Securities
Industry Capital Markets
Experience
HSBC Global Banking and Markets December 2011 - Present
Columbia University 2012 - 2012
HSBC Global Banking and Markets March 2007 - November 2011
HSBC Global Banking and Markets March 2005 - February 2007
Multex.com, Inc. June 1999 - January 2004
CIBC World Markets 1996 - 1999
Accenture 1993 - 1995
Skills
Business Analysis, Fixed Income, Capital Markets, Investment Banking, Derivatives, Software Development, Credit Derivatives, Trading Systems, Innovation, Leadership, Management, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 1997 — 2000
M.S., Computational Finance
Carnegie Mellon University 1989 — 1993
B.S., Computer Science / Math and Industrial Management
HSBC Global Banking and Markets December 2011 - Present
Columbia University 2012 - 2012
HSBC Global Banking and Markets March 2007 - November 2011
HSBC Global Banking and Markets March 2005 - February 2007
Multex.com, Inc. June 1999 - January 2004
CIBC World Markets 1996 - 1999
Accenture 1993 - 1995
Skills
Business Analysis, Fixed Income, Capital Markets, Investment Banking, Derivatives, Software Development, Credit Derivatives, Trading Systems, Innovation, Leadership, Management, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 1997 — 2000
M.S., Computational Finance
Carnegie Mellon University 1989 — 1993
B.S., Computer Science / Math and Industrial Management
Daniel J. Palladino, CFA's CIBC World Markets Experience 1997 - 1999
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company January 2009 - Present
Morgan Stanley 1999 - 2008
CIBC World Markets 1997 - 1999
Abu Dhabi Investment Authority 1994 - 1997
Shearson Lehman Hutton 1990 - 1994
Skills
Sell Side, Equities, Investment Banking, Mutual Funds, Portfolio Management, Private Equity, Valuation, Hedge Funds, Equity Valuation, Bloomberg, Capital Markets, Equity Research, Asset Managment, Asset Management
Education
Central Michigan University
Jefferies & Company January 2009 - Present
Morgan Stanley 1999 - 2008
CIBC World Markets 1997 - 1999
Abu Dhabi Investment Authority 1994 - 1997
Shearson Lehman Hutton 1990 - 1994
Skills
Sell Side, Equities, Investment Banking, Mutual Funds, Portfolio Management, Private Equity, Valuation, Hedge Funds, Equity Valuation, Bloomberg, Capital Markets, Equity Research, Asset Managment, Asset Management
Education
Central Michigan University
David Powar's CIBC World Markets Experience 1998 - 2003
Job Managing Partner at GreensLedge Capital Markets
Industry Financial Services
Experience
GreensLedge Capital Markets July 2011 - Present
Natixis March 2003 - July 2011
CIBC World Markets 1998 - 2003
Moody's August 1996 - March 1998
Skadden Arps August 1991 - August 1996
Education
Boston University School of Law 1988 — 1991
JD, Law
Cornell University 1984 — 1988
BA, American Studies
GreensLedge Capital Markets July 2011 - Present
Natixis March 2003 - July 2011
CIBC World Markets 1998 - 2003
Moody's August 1996 - March 1998
Skadden Arps August 1991 - August 1996
Education
Boston University School of Law 1988 — 1991
JD, Law
Cornell University 1984 — 1988
BA, American Studies
Daniel Plaxe's CIBC World Markets Experience August 2003 - February 2005
Job CoManaging Partner at Pioneer Funding Group, LLC
Industry Investment Management
Experience
Pioneer Funding Group, LLC March 2010 - Present
LiveAce LLC June 2012 - January 2014
Creditor Liquidity, LP February 2009 - March 2009
Fortress Investment Group May 2007 - January 2009
Deutsche Bank Securities March 2005 - May 2007
CIBC World Markets August 2003 - February 2005
Arthur Andersen June 1998 - June 2001
Wachovia Bank August 1996 - June 1998
Skills
Investment Banking, Debt, Corporate Finance, Credit Analysis, Valuation, Loans, Investments, Leveraged Finance, Due Diligence, Financial Modeling, High Yield, Industry Analysis, Financial Analysis, Credit
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Bucknell University 1992 — 1996
BA, Political Science
Delbarton 1988 — 1992
Pioneer Funding Group, LLC March 2010 - Present
LiveAce LLC June 2012 - January 2014
Creditor Liquidity, LP February 2009 - March 2009
Fortress Investment Group May 2007 - January 2009
Deutsche Bank Securities March 2005 - May 2007
CIBC World Markets August 2003 - February 2005
Arthur Andersen June 1998 - June 2001
Wachovia Bank August 1996 - June 1998
Skills
Investment Banking, Debt, Corporate Finance, Credit Analysis, Valuation, Loans, Investments, Leveraged Finance, Due Diligence, Financial Modeling, High Yield, Industry Analysis, Financial Analysis, Credit
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Bucknell University 1992 — 1996
BA, Political Science
Delbarton 1988 — 1992
Kyle Lattner's CIBC World Markets Experience July 2007 - January 2008
Job Vice President at Waud Capital Partners
Industry Financial Services
Experience
Waud Capital Partners July 2013 - Present
American Securities LLC August 2009 - July 2011
Oppenheimer & Co. January 2008 - June 2009
CIBC World Markets July 2007 - January 2008
McDonald's May 2006 - May 2007
Skills
Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Finance, Valuation, Private Equity, Acquisitions, Investment Banking, Financial Analysis, Finance, LBO, Due Diligence, Entrepreneurship, Equities, Corporate Development, Investments, Capital Markets
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Entrepreneurship, & Marketing
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration, Finance & Economics
Waud Capital Partners July 2013 - Present
American Securities LLC August 2009 - July 2011
Oppenheimer & Co. January 2008 - June 2009
CIBC World Markets July 2007 - January 2008
McDonald's May 2006 - May 2007
Skills
Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Finance, Valuation, Private Equity, Acquisitions, Investment Banking, Financial Analysis, Finance, LBO, Due Diligence, Entrepreneurship, Equities, Corporate Development, Investments, Capital Markets
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Entrepreneurship, & Marketing
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration, Finance & Economics
Robert Lubin's CIBC World Markets Experience September 1996 - May 2002
Job Senior Vice President, Strategy and Development at HighWave Energy
Industry Financial Services
Experience
BCS Consulting, Inc. January 2002 - Present
HighWave Energy August 2012 - October 2014
Interstate Waste Services February 2011 - August 2012
TransLoad America April 2006 - January 2010
Red Oak Rail Transport, LLC August 2004 - May 2007
CIBC World Markets September 1996 - May 2002
Arthur Andersen LLP January 1994 - January 1996
Education
University of Virginia Darden School of Business 1992 — 1994
MBA, General Managment and Finance
Lehigh University 1985 — 1989
Bachelor of Arts, Political Science/International Relations
Choate Rosemary Hall 1982 — 1985
Diploma
Horace Greeley
Horace Greeley
BCS Consulting, Inc. January 2002 - Present
HighWave Energy August 2012 - October 2014
Interstate Waste Services February 2011 - August 2012
TransLoad America April 2006 - January 2010
Red Oak Rail Transport, LLC August 2004 - May 2007
CIBC World Markets September 1996 - May 2002
Arthur Andersen LLP January 1994 - January 1996
Education
University of Virginia Darden School of Business 1992 — 1994
MBA, General Managment and Finance
Lehigh University 1985 — 1989
Bachelor of Arts, Political Science/International Relations
Choate Rosemary Hall 1982 — 1985
Diploma
Horace Greeley
Horace Greeley
Gaurav Babbar's CIBC World Markets Experience January 2001 - December 2003
Job Benefit Street Partners
Industry Financial Services
Experience
Benefit Street Partners July 2014 - Present
Nomura Securities June 2011 - July 2014
Energy and Infrastructure January 2010 - June 2011
Kamunting Street Capital April 2007 - January 2009
Scottwood Capital 2004 - 2007
CIBC World Markets January 2001 - December 2003
Enron 1999 - 2001
Skills
Equity Research, Hedge Funds, Trading, Capital Markets, Equities, High Yield, Alternative Investments, Fixed Income, Investment Banking, Derivatives, Valuation
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
Carnegie Mellon University 1990 — 1994
BS, Electrical Engineering
Benefit Street Partners July 2014 - Present
Nomura Securities June 2011 - July 2014
Energy and Infrastructure January 2010 - June 2011
Kamunting Street Capital April 2007 - January 2009
Scottwood Capital 2004 - 2007
CIBC World Markets January 2001 - December 2003
Enron 1999 - 2001
Skills
Equity Research, Hedge Funds, Trading, Capital Markets, Equities, High Yield, Alternative Investments, Fixed Income, Investment Banking, Derivatives, Valuation
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
Carnegie Mellon University 1990 — 1994
BS, Electrical Engineering
Ricardo Zulliger's CIBC World Markets Experience May 2011 - Present
Job Global Head of CB&SWF and FSG NY sales at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets May 2011 - Present
CIBC World Markets July 2010 - Present
CIBC World Markets July 2010 - Present
Commerzbank AG May 2009 - February 2010
Dresdner Kleinwort January 2007 - February 2010
DKIB January 2007 - April 2009
JPMorgan Chase 2004 - 2006
Deutsche Bank 1991 - 1998
UBS 1990 - 1994
Education
City University of Seattle 1986 — 1989
Bachelor, Business Administration
Schweizerische Alpine Mittelschule 1979 — 1986
Diploma, High School Diploma
CIBC World Markets May 2011 - Present
CIBC World Markets July 2010 - Present
CIBC World Markets July 2010 - Present
Commerzbank AG May 2009 - February 2010
Dresdner Kleinwort January 2007 - February 2010
DKIB January 2007 - April 2009
JPMorgan Chase 2004 - 2006
Deutsche Bank 1991 - 1998
UBS 1990 - 1994
Education
City University of Seattle 1986 — 1989
Bachelor, Business Administration
Schweizerische Alpine Mittelschule 1979 — 1986
Diploma, High School Diploma
Barry Schumacher's CIBC World Markets Experience March 2005 - Present
Job Managing Director at CIBC World Markets
Industry Banking
Experience
CIBC World Markets March 2005 - Present
JPMorgan Chase 2002 - 2005
Skills
Capital Markets, Fixed Income, Structured Products, Commerical real estate...
Education
Bucknell University
CIBC World Markets March 2005 - Present
JPMorgan Chase 2002 - 2005
Skills
Capital Markets, Fixed Income, Structured Products, Commerical real estate...
Education
Bucknell University
Sarah Long Holland's CIBC World Markets Experience 1996 - 2000
Job Associate Director of Institutional Giving at Celebrity Series of Boston
Industry Nonprofit Organization Management
Experience
Celebrity Series of Boston July 2015 - Present
New England Foundation for the Arts April 2008 - Present
Freelance Musician 1994 - Present
Columbia University 2005 - 2008
Columbia University 2004 - 2005
Columbia University, Free to Grow 2000 - 2002
CIBC World Markets 1996 - 2000
Washington Office on Africa 1990 - 1990
Skills
Fundraising, Donor Engagement, Private Foundations, Government Relations, Grant Writing, Grant Administration, Board Relations, Supervision, Event Planning, Non-profit..., Editing, Prospect Research, Research, Policy, Arts Administration, Leadership, Proposal Writing, Music, Board Development, Volunteer Management, Program Management, Stewardship, Event Management, Philanthropy, Organizational..., Annual Giving, Program Evaluation
Education
Boston University 2002 — 2004
Certificate, Opera Institute
Manhattan School of Music 1994 — 1996
M.M., Voice
Stanford University 1988 — 1993
B.A., International Relations
Celebrity Series of Boston July 2015 - Present
New England Foundation for the Arts April 2008 - Present
Freelance Musician 1994 - Present
Columbia University 2005 - 2008
Columbia University 2004 - 2005
Columbia University, Free to Grow 2000 - 2002
CIBC World Markets 1996 - 2000
Washington Office on Africa 1990 - 1990
Skills
Fundraising, Donor Engagement, Private Foundations, Government Relations, Grant Writing, Grant Administration, Board Relations, Supervision, Event Planning, Non-profit..., Editing, Prospect Research, Research, Policy, Arts Administration, Leadership, Proposal Writing, Music, Board Development, Volunteer Management, Program Management, Stewardship, Event Management, Philanthropy, Organizational..., Annual Giving, Program Evaluation
Education
Boston University 2002 — 2004
Certificate, Opera Institute
Manhattan School of Music 1994 — 1996
M.M., Voice
Stanford University 1988 — 1993
B.A., International Relations
Cynthia Smith, MBA's CIBC World Markets Experience November 2004 - March 2006
Job District Leader Educating Folks on How Money Works
Industry Financial Services
Experience
Primerica Financial Services 2012 - Present
Weill Cornell Medical College August 2007 - February 2014
Warburg Pincus LLC 2006 - 2007
CIBC World Markets November 2004 - March 2006
Soroc Technology June 2000 - June 2003
Skills
Financial Analysis, IRAs, Team Leadership, Recruiting, Financial Education, Investments, Exceptional People..., People Development, Sales, Financial Services, Licensed Life Insurance..., Roth IRA, 401k, 401k Rollovers, Series 6, Series 63, Purchasing, Variable Annuities, Vendor Management, Telecommunications, Project Management, Computer Hardware, Data Center
Education
University of Phoenix
MBA, Technology Management
City University of New York-Brooklyn College
BA, Psychology
Series 6, Series 63 & Series 65 Licensed
Financial Services
Primerica Financial Services 2012 - Present
Weill Cornell Medical College August 2007 - February 2014
Warburg Pincus LLC 2006 - 2007
CIBC World Markets November 2004 - March 2006
Soroc Technology June 2000 - June 2003
Skills
Financial Analysis, IRAs, Team Leadership, Recruiting, Financial Education, Investments, Exceptional People..., People Development, Sales, Financial Services, Licensed Life Insurance..., Roth IRA, 401k, 401k Rollovers, Series 6, Series 63, Purchasing, Variable Annuities, Vendor Management, Telecommunications, Project Management, Computer Hardware, Data Center
Education
University of Phoenix
MBA, Technology Management
City University of New York-Brooklyn College
BA, Psychology
Series 6, Series 63 & Series 65 Licensed
Financial Services
David Lefever's CIBC World Markets Experience 1998 - 2001
Job Managing Director, Axiom Financial Advisors M&A Investment Banking, Strategic Reviews, Valuation
Industry Investment Banking
Experience
Axiom Financial Advisory, LLC 2001 - Present
CIBC World Markets 1998 - 2001
UBS Securities 1988 - 1998
Skadden, Arps, Slate, Meagher & Flom 1985 - 1988
Skills
Valuation, Investment Banking, Business Development, Strategy, Corporate Finance, Management, Finance, Private Equity, Banking, Mergers, Equities, Hedge Funds, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1980 — 1984
MBA, Finance
University of Chicago Law School 1980 — 1984
J.D.
Bucknell University 1973 — 1977
B.A., Economics
Axiom Financial Advisory, LLC 2001 - Present
CIBC World Markets 1998 - 2001
UBS Securities 1988 - 1998
Skadden, Arps, Slate, Meagher & Flom 1985 - 1988
Skills
Valuation, Investment Banking, Business Development, Strategy, Corporate Finance, Management, Finance, Private Equity, Banking, Mergers, Equities, Hedge Funds, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1980 — 1984
MBA, Finance
University of Chicago Law School 1980 — 1984
J.D.
Bucknell University 1973 — 1977
B.A., Economics
Embret Rusten's CIBC World Markets Experience January 2006 - April 2007
Job Senior Global Data Integrity Analyst at Virtus Partners, LLC
Industry Banking
Experience
Virtus Partners, LLC May 2010 - Present
Virtus Partners May 2007 - May 2010
CIBC World Markets January 2006 - April 2007
Skills
Financial Analysis, Loans, Banking, Bloomberg, Portfolio Management, Investments, Fixed Income, Due Diligence, Capital Markets, Financial Modeling, Asset Managment, Derivatives, Securities, Investment Banking
Education
Brigham Young University - Hawaii 2003 — 2005
BS, International Business Management
Brigham Young University - Idaho 2001 — 2002
Transfer to BYU - Hawaii, Business Administration and Management, General
Virtus Partners, LLC May 2010 - Present
Virtus Partners May 2007 - May 2010
CIBC World Markets January 2006 - April 2007
Skills
Financial Analysis, Loans, Banking, Bloomberg, Portfolio Management, Investments, Fixed Income, Due Diligence, Capital Markets, Financial Modeling, Asset Managment, Derivatives, Securities, Investment Banking
Education
Brigham Young University - Hawaii 2003 — 2005
BS, International Business Management
Brigham Young University - Idaho 2001 — 2002
Transfer to BYU - Hawaii, Business Administration and Management, General
Jean-Philippe Bry's CIBC World Markets Experience 1987 - 1989
Job Strategist at Signature Global Asset Management CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
MFS Investment Management 2011 - 2014
McLean Budden (taken over by MFS) 2008 - 2011
Amundi 2006 - 2008
Amundi 2003 - 2006
RBC Capital Markets 2001 - 2002
RBC Capital Markets 1989 - 2001
CIBC World Markets 1987 - 1989
Skills
Portfolio Management, Equities, Asset Management, Investment Strategies, Financial Markets, Investments, Capital Markets, Financial Analysis, Equity Research, Bloomberg, Wealth Management, Investment Management, High Net Worth..., Global Tactical Asset..., Global Investment...
Education
Carleton University
Bachelor's Degree, Economics
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
MFS Investment Management 2011 - 2014
McLean Budden (taken over by MFS) 2008 - 2011
Amundi 2006 - 2008
Amundi 2003 - 2006
RBC Capital Markets 2001 - 2002
RBC Capital Markets 1989 - 2001
CIBC World Markets 1987 - 1989
Skills
Portfolio Management, Equities, Asset Management, Investment Strategies, Financial Markets, Investments, Capital Markets, Financial Analysis, Equity Research, Bloomberg, Wealth Management, Investment Management, High Net Worth..., Global Tactical Asset..., Global Investment...
Education
Carleton University
Bachelor's Degree, Economics
Brian Selander's CIBC World Markets Experience February 2001 - July 2013
Job Executive Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2013 - Present
CIBC World Markets February 2001 - July 2013
JPMorgan Chase May 1997 - February 2001
Education
University of Maryland College Park 1996 — 1998
MBA, Finance, Entrepreneurship
Brigham Young University 1991 — 1994
BA, Economics
UBS Investment Bank August 2013 - Present
CIBC World Markets February 2001 - July 2013
JPMorgan Chase May 1997 - February 2001
Education
University of Maryland College Park 1996 — 1998
MBA, Finance, Entrepreneurship
Brigham Young University 1991 — 1994
BA, Economics
Jon Lamont's CIBC World Markets Experience 1997 - 1998
Job Investment Banking and Corporate Finance Professional
Industry Investment Banking
Experience
Deutsche Bank 2007 - 2008
Dresdner Kleinwort Wasserstein 1999 - 2007
CIBC World Markets 1997 - 1998
Skills
Equities, Investment Banking, Capital Markets, Mergers & Acquisitions, Valuation, Corporate Finance, Equity Derivatives, Structured Finance, Financial Modeling, Private Equity
Education
Carleton College
BA in Economics
Deutsche Bank 2007 - 2008
Dresdner Kleinwort Wasserstein 1999 - 2007
CIBC World Markets 1997 - 1998
Skills
Equities, Investment Banking, Capital Markets, Mergers & Acquisitions, Valuation, Corporate Finance, Equity Derivatives, Structured Finance, Financial Modeling, Private Equity
Education
Carleton College
BA in Economics
Robert Kukulski's CIBC World Markets Experience November 2003 - March 2006
Job at Jefferies & Company
Industry Banking
Experience
Jefferies & Company April 2011 - Present
Nomura Securities June 2009 - November 2010
Citibank 2006 - 2009
CIBC World Markets November 2003 - March 2006
Canadian Imperial Bank of Commerce November 2003 - March 2006
Deutsche Bank October 2002 - November 2003
Deutsche Bank October 2002 - November 2003
Morgan Chase December 1998 - July 2002
JPM Chase 1998 - 2002
Skills
Portfolio Management, Trading, Swaps, Options, Fixed Income, Settlement, Investment Banking, CDS, Derivatives, Bloomberg, Credit, Loans
Education
Brooklyn College
B.S. Business, Management and Finance
City University of New York-Brooklyn College
B.S., Finance
University of Toronto 1989 — 1990
Jefferies & Company April 2011 - Present
Nomura Securities June 2009 - November 2010
Citibank 2006 - 2009
CIBC World Markets November 2003 - March 2006
Canadian Imperial Bank of Commerce November 2003 - March 2006
Deutsche Bank October 2002 - November 2003
Deutsche Bank October 2002 - November 2003
Morgan Chase December 1998 - July 2002
JPM Chase 1998 - 2002
Skills
Portfolio Management, Trading, Swaps, Options, Fixed Income, Settlement, Investment Banking, CDS, Derivatives, Bloomberg, Credit, Loans
Education
Brooklyn College
B.S. Business, Management and Finance
City University of New York-Brooklyn College
B.S., Finance
University of Toronto 1989 — 1990
Jessica Yau's CIBC World Markets Experience July 2002 - February 2004
Job Previously Manager at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. August 2010 - April 2011
Tiffany & Co. November 2009 - August 2010
Reckitt Benckiser June 2008 - August 2008
Morgan Stanley March 2004 - June 2007
CIBC World Markets July 2002 - February 2004
Lehman Brothers June 2001 - August 2001
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Brown University 1998 — 2002
BA
King George V School 1990 — 1998
High School
Tiffany & Co. August 2010 - April 2011
Tiffany & Co. November 2009 - August 2010
Reckitt Benckiser June 2008 - August 2008
Morgan Stanley March 2004 - June 2007
CIBC World Markets July 2002 - February 2004
Lehman Brothers June 2001 - August 2001
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Brown University 1998 — 2002
BA
King George V School 1990 — 1998
High School
Katharine Gill Law's CIBC World Markets Experience 1999 - 2007
Job COO Index, Portfolio and Risk Solutions IT at Barclays
Industry Financial Services
Experience
Barclays July 2013 - Present
Nomura Securities January 2011 - July 2013
Quadriserv January 2008 - January 2010
CIBC World Markets 1999 - 2007
IBM Global Services May 1998 - May 1999
Skills
Securities Lending, Trading Systems, Electronic Trading, Capital Markets, Trading, Market Data, Series 7, Financial Markets, Business Strategy, Series 63, Marketing, Investor Relations, Fixed Income, Equities, Series 24, Sales, Strengthening Client..., Alternative Trading..., Investment Banking, Securities, Public Relations, Project Management, Project Portfolio..., Financial Services, Derivatives, Equity Trading, Risk Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Syracuse University 1987 — 1991
Bachelor of Science (B.S.), Elementary Education/English Literature
California State University-Fullerton
Master of Science (M.S.), Reading & Language Arts
Barclays July 2013 - Present
Nomura Securities January 2011 - July 2013
Quadriserv January 2008 - January 2010
CIBC World Markets 1999 - 2007
IBM Global Services May 1998 - May 1999
Skills
Securities Lending, Trading Systems, Electronic Trading, Capital Markets, Trading, Market Data, Series 7, Financial Markets, Business Strategy, Series 63, Marketing, Investor Relations, Fixed Income, Equities, Series 24, Sales, Strengthening Client..., Alternative Trading..., Investment Banking, Securities, Public Relations, Project Management, Project Portfolio..., Financial Services, Derivatives, Equity Trading, Risk Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Syracuse University 1987 — 1991
Bachelor of Science (B.S.), Elementary Education/English Literature
California State University-Fullerton
Master of Science (M.S.), Reading & Language Arts
Philip Edwards's CIBC World Markets Experience May 2004 - March 2006
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Lincoln International March 2011 - August 2014
AIG Global Investment Group March 2006 - July 2010
CIBC World Markets May 2004 - March 2006
Deutsche Bank Securities - High Yield Capital Markets April 2002 - May 2003
Deutsche Bank Securities - Financial Sponsors Group January 2000 - April 2002
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Investments, Financial Structuring, Restructuring, Leveraged Finance, Banking, Credit, Mezzanine, Business Planning, Loans, Capital Raising, Capital Markets, Corporate Finance
Education
Cass Business School 1998 — 1999
Master of Science (MSc), Finance
Stifel Financial Corp. August 2014 - Present
Lincoln International March 2011 - August 2014
AIG Global Investment Group March 2006 - July 2010
CIBC World Markets May 2004 - March 2006
Deutsche Bank Securities - High Yield Capital Markets April 2002 - May 2003
Deutsche Bank Securities - Financial Sponsors Group January 2000 - April 2002
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Investments, Financial Structuring, Restructuring, Leveraged Finance, Banking, Credit, Mezzanine, Business Planning, Loans, Capital Raising, Capital Markets, Corporate Finance
Education
Cass Business School 1998 — 1999
Master of Science (MSc), Finance
Mike Vint's CIBC World Markets Experience 2005 - 2007
Job VPMining at Endeavour Financial
Industry Financial Services
Experience
Endeavour Financial Limited 2013 - Present
Endeavour Mining Corporation 2009 - 2013
Snowden 2007 - 2009
CIBC World Markets 2005 - 2007
Barrick Gold Corporation 2001 - 2005
Barrick Gold Corporation 2000 - 2001
Barrick Gold Corporation 1997 - 2001
Barrick Gold Corporation 1995 - 1997
Cordilleran Engineering 1992 - 1993
Skills
Mining, Gold, Minerals, Base Metals, Due Diligence, Geology, Mineral Exploration, Management, Corporate Finance, Financial Modeling, Project Management, Feasibility Studies, Coal, Copper, Microsoft Excel, Microsoft Office, Project Planning, Strategic Planning, Business Strategy, Mineral Processing, Mergers & Acquisitions, Investments, Engineering, Financial Analysis, Team Building
Education
Colorado School of Mines 1993 — 1995
Engineer's Degree, Mining and Mineral Engineering
British Columbia Institute of Technology 1990 — 1992
Engineer's Degree, Mining Technology/Technician
Endeavour Financial Limited 2013 - Present
Endeavour Mining Corporation 2009 - 2013
Snowden 2007 - 2009
CIBC World Markets 2005 - 2007
Barrick Gold Corporation 2001 - 2005
Barrick Gold Corporation 2000 - 2001
Barrick Gold Corporation 1997 - 2001
Barrick Gold Corporation 1995 - 1997
Cordilleran Engineering 1992 - 1993
Skills
Mining, Gold, Minerals, Base Metals, Due Diligence, Geology, Mineral Exploration, Management, Corporate Finance, Financial Modeling, Project Management, Feasibility Studies, Coal, Copper, Microsoft Excel, Microsoft Office, Project Planning, Strategic Planning, Business Strategy, Mineral Processing, Mergers & Acquisitions, Investments, Engineering, Financial Analysis, Team Building
Education
Colorado School of Mines 1993 — 1995
Engineer's Degree, Mining and Mineral Engineering
British Columbia Institute of Technology 1990 — 1992
Engineer's Degree, Mining Technology/Technician
Salvatore Lentini's CIBC World Markets Experience 2004 - 2005
Job Employee at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management February 2005 - Present
Mandarin Software Incorporated 1994 - 2013
CIBC World Markets 2004 - 2005
BNY Mellon 2000 - 2004
Instinet Corporation 2000 - 2001
Deutche Bank 1996 - 2000
Citibank 1993 - 1994
Chemical Bank 1985 - 1992
Citigroup 1990 - 1991
Skills
C#, C++, Portfolio Finance, Web Applications, Fixed Income, Oracle SQL, SQL
Education
City University of New York-College of Staten Island
BS
Brooklyn Technical High School
Regents Diploma
Och-Ziff Capital Management February 2005 - Present
Mandarin Software Incorporated 1994 - 2013
CIBC World Markets 2004 - 2005
BNY Mellon 2000 - 2004
Instinet Corporation 2000 - 2001
Deutche Bank 1996 - 2000
Citibank 1993 - 1994
Chemical Bank 1985 - 1992
Citigroup 1990 - 1991
Skills
C#, C++, Portfolio Finance, Web Applications, Fixed Income, Oracle SQL, SQL
Education
City University of New York-College of Staten Island
BS
Brooklyn Technical High School
Regents Diploma
John Szabo's CIBC World Markets Experience May 2000 - March 2005
Job Managing Partner, Flint Ridge Capital LLC
Industry Investment Management
Experience
Flint Ridge Capital LLC January 2006 - Present
Molina Healthcare, Inc. March 2005 - Present
CIBC World Markets May 2000 - March 2005
Neuberger Berman July 1997 - May 2000
National City Corporation January 1995 - July 1997
The State Teachers Retirement System of Ohio April 1993 - January 1995
The Mitsubishi Bank LTD November 1989 - April 1993
Bank One Columbus, N.A. June 1987 - November 1989
Education
Bowling Green State University 1983 — 1987
BSBA, Finance and International Economics
Bowling Green State University 1983 — 1987
BSBA, Finance
Flint Ridge Capital LLC January 2006 - Present
Molina Healthcare, Inc. March 2005 - Present
CIBC World Markets May 2000 - March 2005
Neuberger Berman July 1997 - May 2000
National City Corporation January 1995 - July 1997
The State Teachers Retirement System of Ohio April 1993 - January 1995
The Mitsubishi Bank LTD November 1989 - April 1993
Bank One Columbus, N.A. June 1987 - November 1989
Education
Bowling Green State University 1983 — 1987
BSBA, Finance and International Economics
Bowling Green State University 1983 — 1987
BSBA, Finance
Paul Varey's CIBC World Markets Experience June 1995 - July 2001
Job Director at Core Yield Capital Corp
Industry Investment Management
Experience
Core Yield Capital Corp March 2012 - Present
National Bank Financial March 2011 - March 2012
SIACharts.com September 2009 - April 2011
Western Petroleum Commodities Inc May 2008 - September 2009
Leede Financial Markets Inc. December 2003 - May 2008
Canaccord Capital October 2001 - December 2003
CIBC World Markets June 1995 - July 2001
Education
Carleton University 1986 — 1989
BPA, Public Administration
Core Yield Capital Corp March 2012 - Present
National Bank Financial March 2011 - March 2012
SIACharts.com September 2009 - April 2011
Western Petroleum Commodities Inc May 2008 - September 2009
Leede Financial Markets Inc. December 2003 - May 2008
Canaccord Capital October 2001 - December 2003
CIBC World Markets June 1995 - July 2001
Education
Carleton University 1986 — 1989
BPA, Public Administration
Joseph Sullada's CIBC World Markets Experience April 2004 - April 2009
Job Senior Analyst, Investment Reporting at Healthcare of Ontario Pension Plan
Industry Financial Services
Experience
Healthcare of Ontario Pension Plan April 2009 - Present
CIBC World Markets April 2004 - April 2009
CIBC World Markets September 2000 - April 2004
Skills
Derivatives, Middle Office, FX Options, Fixed Income, Equities, Bloomberg, Capital Markets, Investments, Risk Management, Trading, Portfolio Management, Mutual Funds, Trading Systems
Education
Carleton University 1992 — 1996
Sociology/Anthropology/Business
Healthcare of Ontario Pension Plan April 2009 - Present
CIBC World Markets April 2004 - April 2009
CIBC World Markets September 2000 - April 2004
Skills
Derivatives, Middle Office, FX Options, Fixed Income, Equities, Bloomberg, Capital Markets, Investments, Risk Management, Trading, Portfolio Management, Mutual Funds, Trading Systems
Education
Carleton University 1992 — 1996
Sociology/Anthropology/Business
Ernest Asaff's CIBC World Markets Experience 1992 - 1998
Job Primary Owner at Norview Acquisition, LLC
Industry Investment Management
Experience
Montague CFI, LLC May 2005 - Present
Norview Acquisition January 2005 - Present
crossroads media marketing, llc 2009 - 2010
Marsh & McLennan Companies, Inc. April 1997 - March 2007
CIBC World Markets 1992 - 1998
Prudential Securities 1989 - 1992
J.P. Morgan 1976 - 1989
Skills
Mergers, Insurance, Investment Banking, Securities, Investments, Analysis, Credit, Banking, Equities, Loans, Compliance, Financial Analysis, Valuation, Strategic Planning, Funding, Executive Management, Negotiation, Risk Management, Capital, Contract Negotiation, Financial Modeling, Corporate Finance, Trading, Management, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Hedge Funds, Venture Capital, Alternative Investments, Project Finance, Strategic Financial..., Private Equity, Financial Risk, Asset Management, Derivatives, Fixed Income, Structured Finance, Management Consulting, Capital Markets, Financial Structuring, Corporate Development, Financial Advisory, Financial Services
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Boston University 1969 — 1973
BA, Economics, Cum Laude
Montague CFI, LLC May 2005 - Present
Norview Acquisition January 2005 - Present
crossroads media marketing, llc 2009 - 2010
Marsh & McLennan Companies, Inc. April 1997 - March 2007
CIBC World Markets 1992 - 1998
Prudential Securities 1989 - 1992
J.P. Morgan 1976 - 1989
Skills
Mergers, Insurance, Investment Banking, Securities, Investments, Analysis, Credit, Banking, Equities, Loans, Compliance, Financial Analysis, Valuation, Strategic Planning, Funding, Executive Management, Negotiation, Risk Management, Capital, Contract Negotiation, Financial Modeling, Corporate Finance, Trading, Management, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Hedge Funds, Venture Capital, Alternative Investments, Project Finance, Strategic Financial..., Private Equity, Financial Risk, Asset Management, Derivatives, Fixed Income, Structured Finance, Management Consulting, Capital Markets, Financial Structuring, Corporate Development, Financial Advisory, Financial Services
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Boston University 1969 — 1973
BA, Economics, Cum Laude
James Ruggiero's CIBC World Markets Experience June 2001 - May 2013
Job
Industry Investment Banking
Experience
MC Five Mile 2013 - Present
CIBC World Markets June 2001 - May 2013
UBS November 2000 - May 2001
Paine Webber September 1997 - November 2000
Liberty Property Trust September 1994 - August 1997
Education
Carnegie Mellon University 1992 — 1996
B.S., Industrial Administration & Spanish
MC Five Mile 2013 - Present
CIBC World Markets June 2001 - May 2013
UBS November 2000 - May 2001
Paine Webber September 1997 - November 2000
Liberty Property Trust September 1994 - August 1997
Education
Carnegie Mellon University 1992 — 1996
B.S., Industrial Administration & Spanish
Jaleel Asif Jameer's CIBC World Markets Experience March 1998 - January 2002
Job Information Technology Coordinator at FINRA
Industry Security and Investigations
Experience
Financial Industry Regulatory Authority January 2007 - Present
ACS, a Xerox Company January 2005 - December 2005
Seton Hall University February 2004 - December 2004
NMCRA CONNECTORS REALTY February 2003 - January 2004
CIBC World Markets March 1998 - January 2002
CIBC World Markets February 1998 - January 2002
Education
City University of New York-College of Staten Island 1995 — 2003
Bachelors Of Science
High School 1990 — 1992
College Of Staten Island , CUNY Staten
B.S; S, Computer Science; COMPUTER PROGRAMMING
Financial Industry Regulatory Authority January 2007 - Present
ACS, a Xerox Company January 2005 - December 2005
Seton Hall University February 2004 - December 2004
NMCRA CONNECTORS REALTY February 2003 - January 2004
CIBC World Markets March 1998 - January 2002
CIBC World Markets February 1998 - January 2002
Education
City University of New York-College of Staten Island 1995 — 2003
Bachelors Of Science
High School 1990 — 1992
College Of Staten Island , CUNY Staten
B.S; S, Computer Science; COMPUTER PROGRAMMING
Ian Weissman's CIBC World Markets Experience August 1999 - April 2000
Job Managing Director Head of REIT Research at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
ISI Group May 2009 - Present
Merrill Lynch October 2005 - April 2009
UBS Investment Bank April 2000 - October 2005
CIBC World Markets August 1999 - April 2000
Skills
Investments, Valuation, Hedge Funds, Series 63, Investment Management, Financial Modeling, Equity Research, Equities, REIT, Securities, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Economics, Mutual Funds, Finance, Equity Valuation, Business Valuation, Financial Services, Equity Capital Markets, Real Estate Economics, Private Equity, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Accounting
Boston University - School of Management 1990 — 1994
BSBA, Finance, Accounting
Credit Suisse May 2014 - Present
ISI Group May 2009 - Present
Merrill Lynch October 2005 - April 2009
UBS Investment Bank April 2000 - October 2005
CIBC World Markets August 1999 - April 2000
Skills
Investments, Valuation, Hedge Funds, Series 63, Investment Management, Financial Modeling, Equity Research, Equities, REIT, Securities, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Economics, Mutual Funds, Finance, Equity Valuation, Business Valuation, Financial Services, Equity Capital Markets, Real Estate Economics, Private Equity, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Accounting
Boston University - School of Management 1990 — 1994
BSBA, Finance, Accounting
Nitin Kamra's CIBC World Markets Experience September 2007 - December 2007
Job Credit Control Specialist at CIBC
Industry Accounting
Experience
CIBC May 2014 - Present
CIBC August 2011 - May 2014
TD Bank Group January 2011 - April 2011
mahiram.com January 2009 - December 2010
TD Waterhouse April 2008 - October 2008
CIBC World Markets September 2007 - December 2007
Steven J Baum August 2006 - June 2007
ConMed Linvatec September 2005 - January 2006
Discount Liqour January 2002 - September 2005
Skills
Accounting, Accounts Receivable
Education
State University of New York Utica Rome 2003 — 2006
BSC, Accounting
Centennial College 1999 — 2001
Diploma, Business Admin/Accountant/Programmar Anallyst
CIBC May 2014 - Present
CIBC August 2011 - May 2014
TD Bank Group January 2011 - April 2011
mahiram.com January 2009 - December 2010
TD Waterhouse April 2008 - October 2008
CIBC World Markets September 2007 - December 2007
Steven J Baum August 2006 - June 2007
ConMed Linvatec September 2005 - January 2006
Discount Liqour January 2002 - September 2005
Skills
Accounting, Accounts Receivable
Education
State University of New York Utica Rome 2003 — 2006
BSC, Accounting
Centennial College 1999 — 2001
Diploma, Business Admin/Accountant/Programmar Anallyst
Kai Zhang, MAcc, CPA, CMA's CIBC World Markets Experience February 2011 - June 2012
Job Business Analyst at CIBC
Industry Banking
Experience
CIBC June 2014 - Present
Scotiabank August 2013 - February 2014
Consulting January 2013 - August 2013
CIBC World Markets February 2011 - June 2012
CIBC World Markets August 2010 - February 2011
Skylon Tower May 2009 - September 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Auditing, Corporate Finance, Valuation, Financial Reporting, Strategic Financial..., GAAP, Internal Controls, Forecasting, Capital Markets, PnL Management, Account Reconciliation, Finance
Education
Brock University 2009 — 2010
Master
Brock University 2005 — 2008
Honor Bachelor
CIBC June 2014 - Present
Scotiabank August 2013 - February 2014
Consulting January 2013 - August 2013
CIBC World Markets February 2011 - June 2012
CIBC World Markets August 2010 - February 2011
Skylon Tower May 2009 - September 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Auditing, Corporate Finance, Valuation, Financial Reporting, Strategic Financial..., GAAP, Internal Controls, Forecasting, Capital Markets, PnL Management, Account Reconciliation, Finance
Education
Brock University 2009 — 2010
Master
Brock University 2005 — 2008
Honor Bachelor
Stewart Kesmodel's CIBC World Markets Experience July 1998 - March 2000
Job Managing Director Head of Business Development at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank May 2014 - Present
UBS Investment Bank May 2008 - May 2014
UBS Investment Bank January 2006 - April 2014
UBS Investment Bank March 2000 - January 2006
CIBC World Markets July 1998 - March 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Corporate Finance, Private Equity, Corporate Development, Growth Capital, Equities, Finance, Business Development
Education
Brown University 1994 — 1998
B.A., Organizational Behavior and Management
Gilman School 1988 — 1994
UBS Investment Bank May 2014 - Present
UBS Investment Bank May 2008 - May 2014
UBS Investment Bank January 2006 - April 2014
UBS Investment Bank March 2000 - January 2006
CIBC World Markets July 1998 - March 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Corporate Finance, Private Equity, Corporate Development, Growth Capital, Equities, Finance, Business Development
Education
Brown University 1994 — 1998
B.A., Organizational Behavior and Management
Gilman School 1988 — 1994
Charles Qi, CFA's CIBC World Markets Experience June 2013 - Present
Job Associate, Equity Derivatives Structuring at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets June 2013 - Present
CIBC World Markets February 2011 - May 2013
CIBC World Markets August 2010 - February 2011
BMO Capital Markets September 2009 - December 2009
TD Securities January 2009 - April 2009
Skills
Electronic Trading, Financial Modeling, Equities, Foreign Exchange, Investment Banking, Equity Derivatives, Structured Products, Exotic Derivatives
Education
Carnegie Mellon University 2012 — 2015
Master of Science (M.S.), Computational Finance
University of Waterloo 2005 — 2010
Bachelor's degree, Mathematics - Statistics Major
Wilfrid Laurier University 2005 — 2010
Bachelor's degree, Business Administration - Finance Major
CIBC World Markets June 2013 - Present
CIBC World Markets February 2011 - May 2013
CIBC World Markets August 2010 - February 2011
BMO Capital Markets September 2009 - December 2009
TD Securities January 2009 - April 2009
Skills
Electronic Trading, Financial Modeling, Equities, Foreign Exchange, Investment Banking, Equity Derivatives, Structured Products, Exotic Derivatives
Education
Carnegie Mellon University 2012 — 2015
Master of Science (M.S.), Computational Finance
University of Waterloo 2005 — 2010
Bachelor's degree, Mathematics - Statistics Major
Wilfrid Laurier University 2005 — 2010
Bachelor's degree, Business Administration - Finance Major
Jack Fu's CIBC World Markets Experience January 2013 - April 2013
Job Master of Finance Wilfrid Laurier University
Industry Capital Markets
Experience
HSBC Global Banking and Markets August 2014 - Present
Ontario Teachers' Pension Plan September 2013 - December 2013
CIBC World Markets January 2013 - April 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, VBA, Eviews, Stata, Bloomberg, Econometrics, Statistics, Reuters, Equity Research, Equity Derivatives, Financial Modeling, DCF Valuation, Financial Accounting, Financial Analysis, Quantitative Analytics, Capital Markets
Education
Wilfrid Laurier University 2012 — 2014
Master's Degree, Investments and Valuation
Carleton University 2011 — 2012
Exchange Program, Finance and Financial Management Services
Nanjing University of Aeronautics and Astronautics 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Mathematics
Breaking Into Wall Street
HSBC Global Banking and Markets August 2014 - Present
Ontario Teachers' Pension Plan September 2013 - December 2013
CIBC World Markets January 2013 - April 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, VBA, Eviews, Stata, Bloomberg, Econometrics, Statistics, Reuters, Equity Research, Equity Derivatives, Financial Modeling, DCF Valuation, Financial Accounting, Financial Analysis, Quantitative Analytics, Capital Markets
Education
Wilfrid Laurier University 2012 — 2014
Master's Degree, Investments and Valuation
Carleton University 2011 — 2012
Exchange Program, Finance and Financial Management Services
Nanjing University of Aeronautics and Astronautics 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Mathematics
Breaking Into Wall Street
Brian Rolapp's CIBC World Markets Experience 1996 - 1998
Job Executive Vice President, Media; President & CEO NFL Network at National Football League
Industry Sports
Experience
National Football League April 2014 - Present
National Football League 2011 - Present
National Football League 2007 - 2011
National Football League 2005 - 2007
NFL Network 2003 - 2005
NBC Universal 2000 - 2003
CIBC World Markets 1996 - 1998
Education
Harvard Business School 1998 — 2000
MBA
Brigham Young University
BA, English. Business
National Football League April 2014 - Present
National Football League 2011 - Present
National Football League 2007 - 2011
National Football League 2005 - 2007
NFL Network 2003 - 2005
NBC Universal 2000 - 2003
CIBC World Markets 1996 - 1998
Education
Harvard Business School 1998 — 2000
MBA
Brigham Young University
BA, English. Business
Peter Gabriele's CIBC World Markets Experience November 1993 - August 2004
Job Sales Consultant at Dewildt Chrysler
Industry Automotive
Experience
Dewildt Chrysler Secondary School TeacherHamilton City School DistrictSeptember 2005 - June 2006
CIBC World Markets November 1993 - August 2004
Skills
Excel, Access, Word
Education
D'Youville College 1993 — 1993
Teaching Certificate, Secondary
Boston University 1983 — 1987
Bachelor of Science in Business Administration, Accounting
Dewildt Chrysler Secondary School TeacherHamilton City School DistrictSeptember 2005 - June 2006
CIBC World Markets November 1993 - August 2004
Skills
Excel, Access, Word
Education
D'Youville College 1993 — 1993
Teaching Certificate, Secondary
Boston University 1983 — 1987
Bachelor of Science in Business Administration, Accounting
Stefan Kossak's CIBC World Markets Experience 2001 - 2006
Job Institutional Sales Fixed Income at Desjardins
Industry Banking
Experience
Desjardins Capital Markets January 2007 - Present
CIBC World Markets 2001 - 2006
Goldman Sachs 1999 - 2001
Skills
Fixed Income, Trading, Capital Markets, Derivatives, Bloomberg, Financial Markets, Investments, Bonds
Education
Concordia University 1998 — 2000
BComm, Finance
CEGEP - John Abbott College 1986 — 1988
Business/Commerce, General
Desjardins Capital Markets January 2007 - Present
CIBC World Markets 2001 - 2006
Goldman Sachs 1999 - 2001
Skills
Fixed Income, Trading, Capital Markets, Derivatives, Bloomberg, Financial Markets, Investments, Bonds
Education
Concordia University 1998 — 2000
BComm, Finance
CEGEP - John Abbott College 1986 — 1988
Business/Commerce, General
Bern Milligan's CIBC World Markets Experience December 2001 - March 2009
Job Capital Markets Professional
Industry Capital Markets
Experience
CIBC World Markets December 2001 - March 2009
Merrill Lynch Canada November 1998 - December 2001
Midland Walwyn Capital July 1992 - November 1998
Nesbitt Thomson December 1990 - July 1992
Prudential Bache Securities Canada 1985 - December 1990
Skills
Bonds, Fixed Income, Capital Markets, Portfolio Management, Wealth Management, Securities
Education
Canadian Securities Institute
Canadian Securities Course - Honours
McGill University
BSc, Biology
CEGEP - John Abbott College
DEC II, Pure & Applied Sciences
CIBC World Markets December 2001 - March 2009
Merrill Lynch Canada November 1998 - December 2001
Midland Walwyn Capital July 1992 - November 1998
Nesbitt Thomson December 1990 - July 1992
Prudential Bache Securities Canada 1985 - December 1990
Skills
Bonds, Fixed Income, Capital Markets, Portfolio Management, Wealth Management, Securities
Education
Canadian Securities Institute
Canadian Securities Course - Honours
McGill University
BSc, Biology
CEGEP - John Abbott College
DEC II, Pure & Applied Sciences
Adam Rudiger, CFA's CIBC World Markets Experience April 2000 - October 2005
Job Senior Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities April 2007 - February 2011
CIBC World Markets April 2000 - October 2005
FleetBoston Robertson Stephens, Inc. 1998 - 2000
Fidelity Investments, Inc. 1997 - 1998
Skills
Equities, Equity Research, Industry Analysis, Fundamental Research, Equity Valuation, Portfolio Management, Investments, Asset Management
Education
Bowdoin College 1993 — 1997
A.B., Economics, Environmental Studies, Cum Laude
Brunswick School 1988 — 1993
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities April 2007 - February 2011
CIBC World Markets April 2000 - October 2005
FleetBoston Robertson Stephens, Inc. 1998 - 2000
Fidelity Investments, Inc. 1997 - 1998
Skills
Equities, Equity Research, Industry Analysis, Fundamental Research, Equity Valuation, Portfolio Management, Investments, Asset Management
Education
Bowdoin College 1993 — 1997
A.B., Economics, Environmental Studies, Cum Laude
Brunswick School 1988 — 1993
Graham F. Goodwin's CIBC World Markets Experience January 2003 - March 2004
Job Senior Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2004 - Present
CIBC World Markets January 2003 - March 2004
Merrill Lynch March 2000 - January 2003
Skills
Mutual Funds, Series 63, Venture Capital, Start-ups, Program Management, Hedging, Financial Analysis, Valuation, Alternative Investments, Series 7, Mergers & Acquisitions, Estate Planning, Wealth, Business Strategy, Financial Modeling, Business Development, Private Equity, Portfolio Management, Strategy, Finance, Management Consulting, Equities, Due Diligence, Fixed Income, Asset Management, Investments, Capital Markets, Banking, Executive Management, Wealth Management, Risk Management, Series 65, Entrepreneurship, Restructuring
Education
Carleton University
Queen's University
Morgan Stanley March 2004 - Present
CIBC World Markets January 2003 - March 2004
Merrill Lynch March 2000 - January 2003
Skills
Mutual Funds, Series 63, Venture Capital, Start-ups, Program Management, Hedging, Financial Analysis, Valuation, Alternative Investments, Series 7, Mergers & Acquisitions, Estate Planning, Wealth, Business Strategy, Financial Modeling, Business Development, Private Equity, Portfolio Management, Strategy, Finance, Management Consulting, Equities, Due Diligence, Fixed Income, Asset Management, Investments, Capital Markets, Banking, Executive Management, Wealth Management, Risk Management, Series 65, Entrepreneurship, Restructuring
Education
Carleton University
Queen's University
Mark Kaplan's CIBC World Markets Experience April 1999 - May 2001
Job Chief Operating Officer at Societe Generale
Industry Banking
Experience
Societe Generale July 2007 - Present
Societe Generale July 2001 - December 2007
CIBC World Markets April 1999 - May 2001
Oppenheimer & Co. 1995 - 1997
Schulte Roth & Zabel LLP 1986 - 1995
Skills
Risk Management, Mergers, Legal, Financial Modeling, Valuation
Education
Columbia University School of Law 1983 — 1986
JD, Law
Georgetown University - Graduate School of Foreign Service 1982 — 1983
Bucknell University 1978 — 1982
Bachelor of Arts (BA), Economics and Political Science
Societe Generale July 2007 - Present
Societe Generale July 2001 - December 2007
CIBC World Markets April 1999 - May 2001
Oppenheimer & Co. 1995 - 1997
Schulte Roth & Zabel LLP 1986 - 1995
Skills
Risk Management, Mergers, Legal, Financial Modeling, Valuation
Education
Columbia University School of Law 1983 — 1986
JD, Law
Georgetown University - Graduate School of Foreign Service 1982 — 1983
Bucknell University 1978 — 1982
Bachelor of Arts (BA), Economics and Political Science
Michael Horowitz's CIBC World Markets Experience 2003 - 2006
Job Principal at MHI Corporation
Industry Venture Capital & Private Equity
Experience
MHI Corporation 2014 - Present
Cormark Securities 2010 - 2013
Raymond James Financial Inc. 2007 - 2010
CIBC World Markets 2003 - 2006
BMO Capital Markets 1997 - 2003
Education
Boston University - School of Management 1992 — 1994
Master of Business Administration (M.B.A.), International Business Program - Europe
MHI Corporation 2014 - Present
Cormark Securities 2010 - 2013
Raymond James Financial Inc. 2007 - 2010
CIBC World Markets 2003 - 2006
BMO Capital Markets 1997 - 2003
Education
Boston University - School of Management 1992 — 1994
Master of Business Administration (M.B.A.), International Business Program - Europe
Patrick Tisk's CIBC World Markets Experience 2002 - Present
Job Equity Trading Application / OMS / FIX
Industry Computer Software
Experience
CIBC World Markets 2002 - Present
Objective Solutions, Inc 1998 - 2002
Advanced info service Plc 1993 - 1998
Education
The University of Texas at Arlington 1978 — 1979
Master, Computer Science
University of Missouri-Rolla 1977 — 1978
Master of Science, Engineering Management
Chulalongkorn University 1973 — 1977
Bachalor of Engineering, Mechanical Engineering
CIBC World Markets 2002 - Present
Objective Solutions, Inc 1998 - 2002
Advanced info service Plc 1993 - 1998
Education
The University of Texas at Arlington 1978 — 1979
Master, Computer Science
University of Missouri-Rolla 1977 — 1978
Master of Science, Engineering Management
Chulalongkorn University 1973 — 1977
Bachalor of Engineering, Mechanical Engineering
Dennis Ko's CIBC World Markets Experience
Job Executive Director, Allocations & Projects at CIBC Wholesale Banking Finance
Industry Financial Services
Experience
CIBC World Markets
Skills
Business Analysis, Financial Analysis, Financial Modeling, Analysis, Banking, Finance, SQL, Leadership, Change Management, Risk Management
Education
Carleton University
B. Eng., Computer Systems Engineering
University of Toronto - Rotman School of Management
MBA
CIBC World Markets
Skills
Business Analysis, Financial Analysis, Financial Modeling, Analysis, Banking, Finance, SQL, Leadership, Change Management, Risk Management
Education
Carleton University
B. Eng., Computer Systems Engineering
University of Toronto - Rotman School of Management
MBA
Neil Sheth's CIBC World Markets Experience March 2002 - May 2003
Job
Industry Investment Management
Experience
Western Asset Management December 2004 - Present
CIBC World Markets March 2002 - May 2003
J.P. Morgan October 2000 - March 2002
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2004
MSCF
University of California, Berkeley 1996 — 2000
Minor
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS
Western Asset Management December 2004 - Present
CIBC World Markets March 2002 - May 2003
J.P. Morgan October 2000 - March 2002
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2004
MSCF
University of California, Berkeley 1996 — 2000
Minor
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS
Bielca Bencosme's CIBC World Markets Experience August 1995 - April 2000
Job Exec Assistant at Citi
Industry Financial Services
Experience
Citi September 2004 - Present
CIBC World Markets August 1995 - April 2000
Morgan Stanley December 1992 - September 1994
Skills
Proficient in PowerPoint, Problem Solving, Organizational..., Bilingual-Spanish, Independent Thinker
Education
City University of New York City College 2007 — 2010
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Queensborough Community College 1990 — 1992
Associate of Arts and Sciences (AAS), Office Technology
Citi September 2004 - Present
CIBC World Markets August 1995 - April 2000
Morgan Stanley December 1992 - September 1994
Skills
Proficient in PowerPoint, Problem Solving, Organizational..., Bilingual-Spanish, Independent Thinker
Education
City University of New York City College 2007 — 2010
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Queensborough Community College 1990 — 1992
Associate of Arts and Sciences (AAS), Office Technology
Meaghan Riddell's CIBC World Markets Experience November 2014 - Present
Job Financial Analyst, Syndicate Accounting at CIBC World Markets
Industry Accounting
Experience
CIBC World Markets November 2014 - Present
Education
CMA Ontario 2013 — 2015
CMA Candidate, Certified Management Accountant
Brock University 2007 — 2012
Bachelor of Accounting (Honours)
CIBC World Markets November 2014 - Present
Education
CMA Ontario 2013 — 2015
CMA Candidate, Certified Management Accountant
Brock University 2007 — 2012
Bachelor of Accounting (Honours)
Janice Guttilla's CIBC World Markets Experience 1996 - January 2003
Job REGISTRATION ASSOCIATE at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank March 2004 - September 2012
CIBC World Markets 1996 - January 2003
Skills
Extensive experience..., Extensive knowledge of...
Education
Brooklyn College
Bachelor of Arts (BA), Elementary Education and Teaching
Deutsche Bank March 2004 - September 2012
CIBC World Markets 1996 - January 2003
Skills
Extensive experience..., Extensive knowledge of...
Education
Brooklyn College
Bachelor of Arts (BA), Elementary Education and Teaching
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS