CIBC World Markets
Industry: Investment banking company
DescriptionCIBC World Markets is the investment banking subsidiary of the Canadian Imperial Bank of Commerce. The firm operates as an investment bank both in the domestic and international equity and debt capital markets. Headquarters: Toronto, Canada Number of employees: 1,100 Revenue: 2.9 billion CAD (2016) Parent organization: Canadian Imperial Bank of Commerce Founded: 1988 Key person: Richard Nesbitt Subsidiaries: CIBC Wood Gundy, CIBC USA Holdings Inc.,
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CIBC World Markets Employees
Employee
Years
Job
Industry
Jessica Schwarz Jessica Schwarz's CIBC World Markets Experience May 2014 - Present
Job Associate at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets May 2014 - Present
Rotman School of Management August 2012 - May 2014
Inteligo SAB January 2009 - June 2011
Skills
Public Speaking, Finance, Data Analysis, Valuation, Strategy, Team Leadership, Analysis, Corporate Finance
Education
University of Toronto - Rotman School of Management 2012 — 2014
Master of Business Administration (MBA)
Concordia University 2005 — 2009
Bachelor of Commerce (B.Com.), Finance
Universidad de Lima
Master's Degree, Investment Management
CIBC World Markets May 2014 - Present
Rotman School of Management August 2012 - May 2014
Inteligo SAB January 2009 - June 2011
Skills
Public Speaking, Finance, Data Analysis, Valuation, Strategy, Team Leadership, Analysis, Corporate Finance
Education
University of Toronto - Rotman School of Management 2012 — 2014
Master of Business Administration (MBA)
Concordia University 2005 — 2009
Bachelor of Commerce (B.Com.), Finance
Universidad de Lima
Master's Degree, Investment Management
Andrew Kirwan Andrew Kirwan's CIBC World Markets Experience July 2001 - April 2010
Job Goldman, Sachs & Co.
Industry Investment Banking
Experience
Goldman Sachs February 2014 - Present
Deutsche Bank Securities May 2010 - February 2014
CIBC World Markets July 2001 - April 2010
Skills
Hedge Funds, Capital Markets, Equities, Equity Research, Electronic Trading, Derivatives, Emerging Markets, Series 7, Series 63, Mutual Funds, Institutional..., Bloomberg, Fixed Income, Investment Banking, Alternative Investments
Education
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts (B.A.), International Politics
Goldman Sachs February 2014 - Present
Deutsche Bank Securities May 2010 - February 2014
CIBC World Markets July 2001 - April 2010
Skills
Hedge Funds, Capital Markets, Equities, Equity Research, Electronic Trading, Derivatives, Emerging Markets, Series 7, Series 63, Mutual Funds, Institutional..., Bloomberg, Fixed Income, Investment Banking, Alternative Investments
Education
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts (B.A.), International Politics
PURUSH NAKKA PURUSH NAKKA's CIBC World Markets Experience June 2006 - March 2012
Job Senior QA Consultant
Industry Information Technology and Services
Experience
TD August 2015 - Present
Bank of America June 2013 - Present
Toronto Stock Exchange March 2012 - May 2013
CIBC World Markets June 2006 - March 2012
CIBC May 2005 - June 2006
Office Depot May 2004 - April 2005
U.S. Bank February 2003 - May 2004
Skills
Capital Markets, FX trading, Finance, LoadRunner, QTP, Quality Center, SDLC, Test Co-ordination, Project Control, Retail, QA Engineering, Testing, Test Planning, Test Processes, Trading Systems, Integration, Defect Tracking, JIRA, Quality Assurance, HP Quality Center, Regression Testing, Test Strategy, Test Cases, Test Automation, Manual Testing, Performance Testing, User Acceptance Testing, Management, Requirements Analysis
Education
Concordia University
Master's degree, Masters Degree
JNTU - Bachelors of Technology, India
Bachelor's degree
Kendriya Vidyalaya
Schooling, Schooling
TD August 2015 - Present
Bank of America June 2013 - Present
Toronto Stock Exchange March 2012 - May 2013
CIBC World Markets June 2006 - March 2012
CIBC May 2005 - June 2006
Office Depot May 2004 - April 2005
U.S. Bank February 2003 - May 2004
Skills
Capital Markets, FX trading, Finance, LoadRunner, QTP, Quality Center, SDLC, Test Co-ordination, Project Control, Retail, QA Engineering, Testing, Test Planning, Test Processes, Trading Systems, Integration, Defect Tracking, JIRA, Quality Assurance, HP Quality Center, Regression Testing, Test Strategy, Test Cases, Test Automation, Manual Testing, Performance Testing, User Acceptance Testing, Management, Requirements Analysis
Education
Concordia University
Master's degree, Masters Degree
JNTU - Bachelors of Technology, India
Bachelor's degree
Kendriya Vidyalaya
Schooling, Schooling
Radha Agrawal Radha Agrawal's CIBC World Markets Experience July 2001 - July 2002
Job Founder/CEO Super Sprowtz LLC, CoFounder THINX, CoOrganizer DAYBREAKER
Industry Entertainment
Experience
DAYBREAKER December 2013 - Present
SUPER SPROWTZ LLC September 2009 - Present
THINX July 2008 - Present
The Editorial Project August 2008 - April 2010
Wild February 2006 - January 2010
White Hart Lane/Forsberg Howell August 2002 - May 2006
CIBC World Markets July 2001 - July 2002
Skills
Public Speaking, Video Production, Business Development, Brand Management, Product Development, Partnership Marketing, Music Videos, Digital Media, Social Media, Television, Social Media Marketing, Creative Direction, Online Advertising, Digital Strategy, Entertainment, Brand Development, Storytelling, Film, Lead Generation, User Experience, Multimedia, Broadcast, Video, New Media, Animation
Education
Cornell University 1997 — 2001
Bachelor of Science (BS), Communications and Business
Cornell University 1997 — 2001
Bachelor of Science (BS), Communications and Business/Marketing
DAYBREAKER December 2013 - Present
SUPER SPROWTZ LLC September 2009 - Present
THINX July 2008 - Present
The Editorial Project August 2008 - April 2010
Wild February 2006 - January 2010
White Hart Lane/Forsberg Howell August 2002 - May 2006
CIBC World Markets July 2001 - July 2002
Skills
Public Speaking, Video Production, Business Development, Brand Management, Product Development, Partnership Marketing, Music Videos, Digital Media, Social Media, Television, Social Media Marketing, Creative Direction, Online Advertising, Digital Strategy, Entertainment, Brand Development, Storytelling, Film, Lead Generation, User Experience, Multimedia, Broadcast, Video, New Media, Animation
Education
Cornell University 1997 — 2001
Bachelor of Science (BS), Communications and Business
Cornell University 1997 — 2001
Bachelor of Science (BS), Communications and Business/Marketing
David Metzler's CIBC World Markets Experience June 2004 - January 2006
Job CEO ✔ Social Entrepreneur ✔ Gaming/Social Media Speaker ✔ HealthCare Innovator ✔ StartUp Expert ✔
Industry Health, Wellness and Fitness
Experience
Wildfire Life (previously Fitn) December 2012 - Present
OneHealth Solutions, Inc October 2007 - Present
Entrepreneurs' Organization March 2012 - Present
Serenity Venture Partners March 2007 - Present
Mission Ventures March 2006 - November 2008
CIBC World Markets June 2004 - January 2006
The Earth Institute September 2002 - May 2004
US Navy February 1996 - January 2001
Skills
Program Management, Technology Evaluation, Online Advertising, Start-ups, Venture Capital, Product Development, Team Building, Project Management, Marketing Strategy, Private Equity, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Social Media, Mental Health, Behavioral Health, Corporate Wellness, Gamification, MIssion and Vision, Strategic Planning, Business Development, Marketing, Visionary, Management, Social Networking, Strategy, Strategic Partnerships, Executive Management, Angel Investing, E-commerce, Corporations
Education
Columbia University in the City of New York 2002 — 2004
Bachelor of Arts (B.A.), Economics, Philosophy
Wildfire Life (previously Fitn) December 2012 - Present
OneHealth Solutions, Inc October 2007 - Present
Entrepreneurs' Organization March 2012 - Present
Serenity Venture Partners March 2007 - Present
Mission Ventures March 2006 - November 2008
CIBC World Markets June 2004 - January 2006
The Earth Institute September 2002 - May 2004
US Navy February 1996 - January 2001
Skills
Program Management, Technology Evaluation, Online Advertising, Start-ups, Venture Capital, Product Development, Team Building, Project Management, Marketing Strategy, Private Equity, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Social Media, Mental Health, Behavioral Health, Corporate Wellness, Gamification, MIssion and Vision, Strategic Planning, Business Development, Marketing, Visionary, Management, Social Networking, Strategy, Strategic Partnerships, Executive Management, Angel Investing, E-commerce, Corporations
Education
Columbia University in the City of New York 2002 — 2004
Bachelor of Arts (B.A.), Economics, Philosophy
Julian Tsang Julian Tsang's CIBC World Markets Experience June 2013 - Present
Job Capital Markets Trading Analyst CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets June 2013 - Present
CIBC World Markets May 2012 - August 2012
CIBC World Markets May 2011 - September 2011
Standard Chartered Bank July 2008 - December 2008
Skills
Fixed Income, Equity Derivatives, Interest Rate..., Equity Trading, Capital Markets, Volatility
Education
Concordia University 2009 — 2013
Bsc, Math and Computational Finance
Fudan University 2008 — 2009
Certificate, Chinese Language
College Jean de Brebeuf
DEC, Pure and applied Sciences
CIBC World Markets June 2013 - Present
CIBC World Markets May 2012 - August 2012
CIBC World Markets May 2011 - September 2011
Standard Chartered Bank July 2008 - December 2008
Skills
Fixed Income, Equity Derivatives, Interest Rate..., Equity Trading, Capital Markets, Volatility
Education
Concordia University 2009 — 2013
Bsc, Math and Computational Finance
Fudan University 2008 — 2009
Certificate, Chinese Language
College Jean de Brebeuf
DEC, Pure and applied Sciences
Evelyne L'Archevêque, CFA Evelyne L'Archevêque, CFA's CIBC World Markets Experience May 2008 - August 2008
Job Senior Investment Analyst at Montrusco Bolton
Industry Investment Management
Experience
Montrusco Bolton February 2015 - Present
Montrusco Bolton July 2013 - January 2015
Jarislowsky Fraser Limited May 2011 - July 2013
National Bank Financial August 2010 - February 2011
Finance and Investments Students' Association May 2007 - May 2010
National Bank Financial May 2009 - August 2009
CIBC World Markets May 2008 - August 2008
Bombardier Aerospace September 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Research, Market Analysis, Business Strategy, Communication, Comparable Analysis, Strategic Planning, Managing Deadlines, Event Management, Bloomberg Terminal, Microsoft Office, Capital IQ, Portfolio Management, Equities, Investment Banking, Competitive Analysis, Analysis, Investments, Economics, Equity Valuation, Mergers & Acquisitions, Finance
Education
Concordia University 2006 — 2010
Bachelor of Commerce (B.Com.), Finance, Graduated with Great Distinction
Montrusco Bolton February 2015 - Present
Montrusco Bolton July 2013 - January 2015
Jarislowsky Fraser Limited May 2011 - July 2013
National Bank Financial August 2010 - February 2011
Finance and Investments Students' Association May 2007 - May 2010
National Bank Financial May 2009 - August 2009
CIBC World Markets May 2008 - August 2008
Bombardier Aerospace September 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Research, Market Analysis, Business Strategy, Communication, Comparable Analysis, Strategic Planning, Managing Deadlines, Event Management, Bloomberg Terminal, Microsoft Office, Capital IQ, Portfolio Management, Equities, Investment Banking, Competitive Analysis, Analysis, Investments, Economics, Equity Valuation, Mergers & Acquisitions, Finance
Education
Concordia University 2006 — 2010
Bachelor of Commerce (B.Com.), Finance, Graduated with Great Distinction
Stuart Knecht, CPA, CA Stuart Knecht, CPA, CA's CIBC World Markets Experience April 2010 - May 2010
Job Finance Manager at Saputo Inc.
Industry Accounting
Experience
Saputo Inc. April 2015 - Present
JCC Montréal - Jewish Chamber of Commerce // Chambre de commerce juive January 2014 - Present
Unite in the Fight October 2009 - Present
Saputo Inc. December 2013 - April 2015
McGill University August 2013 - August 2014
Enbridge Ride To Conquer Cancer July 2010 - July 2014
Goldsmith Hersh LLP April 2013 - December 2013
KPMG LLP (Canada) January 2009 - April 2013
CIBC World Markets April 2010 - May 2010
Skills
Financial Reporting, Accounting, Auditing, Income Tax, Internal Controls, Corporate Tax, IFRS, Financial Analysis, Consolidation, Strategic Financial..., Business Valuation, Financial Statements, Tax Preparation, Tax Accounting, Financial Audits, Assurance, External Audit
Education
Concordia University 2008 — 2010
Diploma in Chartered Accountancy, Accounting
McGill University 2005 — 2008
Bachelor of Commerce, Accounting
Saputo Inc. April 2015 - Present
JCC Montréal - Jewish Chamber of Commerce // Chambre de commerce juive January 2014 - Present
Unite in the Fight October 2009 - Present
Saputo Inc. December 2013 - April 2015
McGill University August 2013 - August 2014
Enbridge Ride To Conquer Cancer July 2010 - July 2014
Goldsmith Hersh LLP April 2013 - December 2013
KPMG LLP (Canada) January 2009 - April 2013
CIBC World Markets April 2010 - May 2010
Skills
Financial Reporting, Accounting, Auditing, Income Tax, Internal Controls, Corporate Tax, IFRS, Financial Analysis, Consolidation, Strategic Financial..., Business Valuation, Financial Statements, Tax Preparation, Tax Accounting, Financial Audits, Assurance, External Audit
Education
Concordia University 2008 — 2010
Diploma in Chartered Accountancy, Accounting
McGill University 2005 — 2008
Bachelor of Commerce, Accounting
Peter Benedict Peter Benedict's CIBC World Markets Experience 1997 - 2006
Job Managing Director Equity Research at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2009 - Present
Wachovia Securities 2006 - 2009
CIBC World Markets 1997 - 2006
Merrill Lynch 1992 - 1994
Skills
Valuation, Equities, Equity Research, Financial Modeling, Investments, Capital Markets, Hedge Funds, Equity Valuation
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Middlebury College 1987 — 1991
Bachelor of Arts (B.A.), Economics / Classical Civilization
Robert W. Baird & Co. April 2009 - Present
Wachovia Securities 2006 - 2009
CIBC World Markets 1997 - 2006
Merrill Lynch 1992 - 1994
Skills
Valuation, Equities, Equity Research, Financial Modeling, Investments, Capital Markets, Hedge Funds, Equity Valuation
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Middlebury College 1987 — 1991
Bachelor of Arts (B.A.), Economics / Classical Civilization
Martin Prince Martin Prince's CIBC World Markets Experience February 1991 - August 1998
Job
Industry Banking
Experience
Credit Suisse January 2013 - March 2013
Deutsche Bank September 2010 - September 2012
UBS January 2006 - June 2010
UBS June 2002 - December 2005
ING August 1998 - June 2002
CIBC World Markets February 1991 - August 1998
Skills
Derivatives, Change Management, Fixed Income, Equities, FX, Capital Markets, FX Options
Education
Columbia University in the City of New York
BA
Cornell University - S.C. Johnson Graduate School of Management
MBA
Credit Suisse January 2013 - March 2013
Deutsche Bank September 2010 - September 2012
UBS January 2006 - June 2010
UBS June 2002 - December 2005
ING August 1998 - June 2002
CIBC World Markets February 1991 - August 1998
Skills
Derivatives, Change Management, Fixed Income, Equities, FX, Capital Markets, FX Options
Education
Columbia University in the City of New York
BA
Cornell University - S.C. Johnson Graduate School of Management
MBA
Jean-François Mercier Jean-François Mercier's CIBC World Markets Experience June 2007 - Present
Job trader at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets June 2007 - Present
Skills
Proprietary Trading, Fixed Income Trading, Bloomberg, Trading Strategies, Fixed Income, Interest Rate..., Portfolio Management, Trading, Bonds, Derivatives, Capital Markets, Investments, Asset Allocation, FX Options, Structured Products, Alternative Investments, Mutual Funds, Equities
Education
HEC Montréal 2005 — 2007
Master's degree, Financial Mathematics
Concordia University 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Actuarial Mathematics
Champlain College 1997 — 2000
CIBC World Markets June 2007 - Present
Skills
Proprietary Trading, Fixed Income Trading, Bloomberg, Trading Strategies, Fixed Income, Interest Rate..., Portfolio Management, Trading, Bonds, Derivatives, Capital Markets, Investments, Asset Allocation, FX Options, Structured Products, Alternative Investments, Mutual Funds, Equities
Education
HEC Montréal 2005 — 2007
Master's degree, Financial Mathematics
Concordia University 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Actuarial Mathematics
Champlain College 1997 — 2000
James O'Grady James O'Grady's CIBC World Markets Experience June 2006 - August 2006
Job Counsel at Lowenstein Sandler LLP
Industry Law Practice
Experience
Lowenstein Sandler LLP October 2014 - Present
Gibson, Dunn & Crutcher LLP September 2007 - October 2014
CIBC World Markets June 2006 - August 2006
Lankler Siffert & Wohl LLP October 2001 - October 2002
Booz Allen Hamilton September 2000 - May 2001
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.)
Columbia Law School 2003 — 2007
Juris Doctor (J.D.)
Harvard University 1996 — 2000
Bachelor's Degree, English and American Literature and Language
Lowenstein Sandler LLP October 2014 - Present
Gibson, Dunn & Crutcher LLP September 2007 - October 2014
CIBC World Markets June 2006 - August 2006
Lankler Siffert & Wohl LLP October 2001 - October 2002
Booz Allen Hamilton September 2000 - May 2001
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.)
Columbia Law School 2003 — 2007
Juris Doctor (J.D.)
Harvard University 1996 — 2000
Bachelor's Degree, English and American Literature and Language
Patrice Ouimet, CPA, CA Patrice Ouimet, CPA, CA's CIBC World Markets Experience 1997 - 2005
Job Senior Vice President and Chief Financial Officer at Cogeco Inc. and Cogeco Cable Inc.
Industry Renewables & Environment
Experience
Cogeco Inc. and Cogeco Cable Inc. November 2014 - Present
Enerkem Inc 2010 - 2014
Gildan 2007 - 2009
Lazard 2005 - 2007
CIBC World Markets 1997 - 2005
Skills
Corporate Development, Corporate Finance, Investment Banking, Enterprise Risk..., Investor Relations, Corporate Governance, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Private Placements, Financial Structuring, Business Strategy, Energy, Mergers, Finance, Restructuring, Divestitures, Acquisition Integration, Equities, Strategy, Due Diligence
Education
Canadian Institute of Chartered Accountants
Chartered Accountant
Concordia University
Diploma in Accountancy
McGill University
B.Com, Finance, Accounting
Cogeco Inc. and Cogeco Cable Inc. November 2014 - Present
Enerkem Inc 2010 - 2014
Gildan 2007 - 2009
Lazard 2005 - 2007
CIBC World Markets 1997 - 2005
Skills
Corporate Development, Corporate Finance, Investment Banking, Enterprise Risk..., Investor Relations, Corporate Governance, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Private Placements, Financial Structuring, Business Strategy, Energy, Mergers, Finance, Restructuring, Divestitures, Acquisition Integration, Equities, Strategy, Due Diligence
Education
Canadian Institute of Chartered Accountants
Chartered Accountant
Concordia University
Diploma in Accountancy
McGill University
B.Com, Finance, Accounting
Vaidas Nutautas Vaidas Nutautas's CIBC World Markets Experience April 2003 - April 2005
Job Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman July 2013 - Present
Moody's Investors Service November 2011 - July 2013
The Situs Companies September 2010 - October 2011
Deutsche Bank April 2005 - February 2009
CIBC World Markets April 2003 - April 2005
Skills
Structured Finance, Real Estate, Due Diligence, Loans, Analysis, Commercial Real Estate, Capital Markets, Financial Structuring, Portfolio Management, Commercial Mortgages, Credit, Credit Analysis, Financial Modeling, Valuation, Underwriting, Bonds, CMBS, Securitization, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Connecticut College 1998 — 2002
BA, Economics
Brown Brothers Harriman July 2013 - Present
Moody's Investors Service November 2011 - July 2013
The Situs Companies September 2010 - October 2011
Deutsche Bank April 2005 - February 2009
CIBC World Markets April 2003 - April 2005
Skills
Structured Finance, Real Estate, Due Diligence, Loans, Analysis, Commercial Real Estate, Capital Markets, Financial Structuring, Portfolio Management, Commercial Mortgages, Credit, Credit Analysis, Financial Modeling, Valuation, Underwriting, Bonds, CMBS, Securitization, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Connecticut College 1998 — 2002
BA, Economics
Nicholas Fahey Nicholas Fahey's CIBC World Markets Experience January 2015 - Present
Job Executive Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets January 2015 - Present
CIBC World Markets February 2010 - January 2015
Susquehanna International Group, LLP (SIG) July 2005 - January 2010
Skills
Derivatives, Capital Markets, Bloomberg, Trading Systems, Trading, Options, Financial Modeling, Commodity, Investments, Proprietary Trading, Commodity Markets, Trading Strategies, Financial Markets, Investment Banking, Financial Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
EMBA
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science (BS), Mechanical Engineering
CIBC World Markets January 2015 - Present
CIBC World Markets February 2010 - January 2015
Susquehanna International Group, LLP (SIG) July 2005 - January 2010
Skills
Derivatives, Capital Markets, Bloomberg, Trading Systems, Trading, Options, Financial Modeling, Commodity, Investments, Proprietary Trading, Commodity Markets, Trading Strategies, Financial Markets, Investment Banking, Financial Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
EMBA
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science (BS), Mechanical Engineering
Alisa Decker Alisa Decker's CIBC World Markets Experience July 2003 - July 2005
Job Senior Manager, Strategy and Business Development at Disney Consumer Products The Walt Disney Company
Industry Entertainment
Experience
Disney Consumer Products - The Walt Disney Company October 2014 - Present
Disney Consumer Products - The Walt Disney Company July 2012 - September 2014
Covert & Co. March 2011 - July 2012
ArcelorMittal Clean Technology Venture Capital Fund June 2009 - December 2009
The Gores Group July 2005 - July 2008
CIBC World Markets July 2003 - July 2005
Skills
Private Equity, Financial Modeling, Valuation, Mergers, Financial Analysis, Investment Banking, Investments, Mergers & Acquisitions, Management Consulting, Strategy, Finance, Portfolio Management, Business Development, Due Diligence, Analysis, Corporate Finance, Management, Business Process..., Corporate Development, Competitive Analysis
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
Claremont McKenna College 1999 — 2003
BA, Economics, Computer Science
Disney Consumer Products - The Walt Disney Company October 2014 - Present
Disney Consumer Products - The Walt Disney Company July 2012 - September 2014
Covert & Co. March 2011 - July 2012
ArcelorMittal Clean Technology Venture Capital Fund June 2009 - December 2009
The Gores Group July 2005 - July 2008
CIBC World Markets July 2003 - July 2005
Skills
Private Equity, Financial Modeling, Valuation, Mergers, Financial Analysis, Investment Banking, Investments, Mergers & Acquisitions, Management Consulting, Strategy, Finance, Portfolio Management, Business Development, Due Diligence, Analysis, Corporate Finance, Management, Business Process..., Corporate Development, Competitive Analysis
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
Claremont McKenna College 1999 — 2003
BA, Economics, Computer Science
Gina Trombino Gina Trombino's CIBC World Markets Experience December 1989 - June 2006
Job Account Coordinator at Global Facility Management and Construction, Inc.
Industry Facilities Services
Experience
Global Facility Management and Construction, Inc. May 2012 - Present
Guaranteed Returns April 2010 - April 2012
RGIS October 2008 - April 2010
CIBC World Markets December 1989 - June 2006
Skills
Microsoft Office, Data Entry, Clerical Skills, Office Administration, Margin, IRA's, Document Scanning, Inventory Control, Scanners, Budgets, Customer Service, Microsoft Excel, Microsoft Word, IRAs, Retail, Sales
Education
Colorado Technical University 2012 — 2014
Associate's degree, Accounting
Suffolk County Community College 2011 — 2011
Certificate, Quicl\kbooks
New York Institue of Finance 2005 — 2005
Certificate, Margin Credit Regu;ations, B
New York Institute of Finance 1997 — 1997
certificate, Brokerage Operations, B
Global Facility Management and Construction, Inc. May 2012 - Present
Guaranteed Returns April 2010 - April 2012
RGIS October 2008 - April 2010
CIBC World Markets December 1989 - June 2006
Skills
Microsoft Office, Data Entry, Clerical Skills, Office Administration, Margin, IRA's, Document Scanning, Inventory Control, Scanners, Budgets, Customer Service, Microsoft Excel, Microsoft Word, IRAs, Retail, Sales
Education
Colorado Technical University 2012 — 2014
Associate's degree, Accounting
Suffolk County Community College 2011 — 2011
Certificate, Quicl\kbooks
New York Institue of Finance 2005 — 2005
Certificate, Margin Credit Regu;ations, B
New York Institute of Finance 1997 — 1997
certificate, Brokerage Operations, B
Rachel (Schifferle) Stoya- SPHR Rachel (Schifferle) Stoya- SPHR's CIBC World Markets Experience 1997 - January 2000
Job Talent Acquisition/HR Manager
Industry Human Resources
Experience
Realogy Holdings Corp. February 2015 - Present
Toys R Us June 2014 - December 2014
AXA US March 2014 - May 2014
LG Electronics Inc., U.S.A. March 2011 - November 2013
Pfizer (formerly Wyeth) September 2007 - March 2011
Ernst & Young February 2000 - September 2007
CIBC World Markets 1997 - January 2000
Oppenheimer & Co. 1988 - 1997
Skills
Talent Acquisition, Recruiting, Human Resources, Employee Relations, Succession Planning, Management, Talent Management, Temporary Placement, HRIS, Corporate Relocation, Onboarding, Strategy, Technical Recruiting, Personnel Management, Compensation & Benefit, Employee Benefits, Vendor Management, Hiring, Taleo, Compensation & Benefits, iCIMS, Social Media and..., HR Policies, Applicant Tracking...
Education
Cornell University
Diploma in Human Resource Studies
Fairleigh Dickinson University
Certificate in Professional HR Management
Stony Brook University
Bachelors, Psychology and Biology
Realogy Holdings Corp. February 2015 - Present
Toys R Us June 2014 - December 2014
AXA US March 2014 - May 2014
LG Electronics Inc., U.S.A. March 2011 - November 2013
Pfizer (formerly Wyeth) September 2007 - March 2011
Ernst & Young February 2000 - September 2007
CIBC World Markets 1997 - January 2000
Oppenheimer & Co. 1988 - 1997
Skills
Talent Acquisition, Recruiting, Human Resources, Employee Relations, Succession Planning, Management, Talent Management, Temporary Placement, HRIS, Corporate Relocation, Onboarding, Strategy, Technical Recruiting, Personnel Management, Compensation & Benefit, Employee Benefits, Vendor Management, Hiring, Taleo, Compensation & Benefits, iCIMS, Social Media and..., HR Policies, Applicant Tracking...
Education
Cornell University
Diploma in Human Resource Studies
Fairleigh Dickinson University
Certificate in Professional HR Management
Stony Brook University
Bachelors, Psychology and Biology
Patrick Bedard, MBA's CIBC World Markets Experience 1995 - 1996
Job Corporate restructuring consultant
Industry Mechanical or Industrial Engineering
Experience
Maxcar May 2012 - Present
Cre-O-Cargo October 2014 - May 2015
Bedco 1998 - 2012
BedcoLab Inc. 1998 - 2012
Natcan 1996 - 1998
CIBC World Markets 1995 - 1996
Deloitte Canada June 1990 - July 1992
Skills
Personnel Management, Project Management, Strategic Planning, Performance Management, Operational Excellence, Turn Around Management, Goal Setting, Business Process..., Business Development, Team Building, Presidents Club, Executive Management, Strategy, Management Consulting, Construction, Business Planning, Business Transformation, Restructuring, Business Strategy, Leadership, Process Improvement, Mergers & Acquisitions, Contract Management, Start-ups, Project Planning, Risk Management, Due Diligence, Strategic Partnerships, Change Management
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
Master of Business Administration (MBA)
Concordia University 1987 — 1990
Bachelor of Commerce (B.Com.), Accounting and Finance
Natation Laval
Val-des-arbres
Maxcar May 2012 - Present
Cre-O-Cargo October 2014 - May 2015
Bedco 1998 - 2012
BedcoLab Inc. 1998 - 2012
Natcan 1996 - 1998
CIBC World Markets 1995 - 1996
Deloitte Canada June 1990 - July 1992
Skills
Personnel Management, Project Management, Strategic Planning, Performance Management, Operational Excellence, Turn Around Management, Goal Setting, Business Process..., Business Development, Team Building, Presidents Club, Executive Management, Strategy, Management Consulting, Construction, Business Planning, Business Transformation, Restructuring, Business Strategy, Leadership, Process Improvement, Mergers & Acquisitions, Contract Management, Start-ups, Project Planning, Risk Management, Due Diligence, Strategic Partnerships, Change Management
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
Master of Business Administration (MBA)
Concordia University 1987 — 1990
Bachelor of Commerce (B.Com.), Accounting and Finance
Natation Laval
Val-des-arbres
John E. Capano John E. Capano's CIBC World Markets Experience July 1998 - March 2008
Job Consultant at Prudentia Advisors LLC
Industry Financial Services
Experience
Prudentia Advisors LLC March 2015 - Present
Sotheby's International Realty June 2014 - Present
RBC Capital Markets November 2009 - June 2013
CIBC World Markets July 1998 - March 2008
Salomon Smith Barney August 1996 - July 1998
Wyeth September 1991 - December 1994
Skills
Investment Banking, Mergers, Valuation, Capital Markets, Financial Modeling, Corporate Finance, LBO, Corporate Development, Financial Analysis, Financial Structuring, Series 7, Business Valuation, Capital Structure, Finance, Series 63, Equity Valuation, M, Mergers & Acquisitions, Private Equity, Strategy, Mergers, Venture Capital
Education
Columbia University - Columbia Business School 1995 — 1996
Masters, Finance
University of Notre Dame 1987 — 1991
BBA, Accounting
Westfield Senior High School 1984 — 1989
Prudentia Advisors LLC March 2015 - Present
Sotheby's International Realty June 2014 - Present
RBC Capital Markets November 2009 - June 2013
CIBC World Markets July 1998 - March 2008
Salomon Smith Barney August 1996 - July 1998
Wyeth September 1991 - December 1994
Skills
Investment Banking, Mergers, Valuation, Capital Markets, Financial Modeling, Corporate Finance, LBO, Corporate Development, Financial Analysis, Financial Structuring, Series 7, Business Valuation, Capital Structure, Finance, Series 63, Equity Valuation, M, Mergers & Acquisitions, Private Equity, Strategy, Mergers, Venture Capital
Education
Columbia University - Columbia Business School 1995 — 1996
Masters, Finance
University of Notre Dame 1987 — 1991
BBA, Accounting
Westfield Senior High School 1984 — 1989
David Vollans David Vollans's CIBC World Markets Experience 1992 - 1994
Job Chief Operating Officer | Online Marketing | Social Media | Social Business | Website Monetization | Smashing Pixels Inc
Industry Online Media
Experience
Smashing Pixels Inc. August 2013 - Present
AudienceView Ticketing Corporation January 2012 - 2013
AdvizeIT (Formerly a division of BDO Dunwoody) 2003 - 2011
Sabre Services 2000 - 2003
Link-Connect 1996 - 2000
CIBC World Markets 1992 - 1994
Mizuho International 1987 - 1992
RBC Capital Markets 1986 - 1987
Kuwait Investment Authority 1982 - 1986
ScotiaMcLeod 1974 - 1982
Skills
Consultative Selling, Project Implementation, Customer Relations, New Business Development, Sales Management, Strategic Planning, Account Management, Product Development, Operations Management, Competitive Analysis, International Business, Customer Service, Selling, Vendor Management, Business Analysis, Change Management, Cross-functional Team..., Business Development, Management, Sales
Education
The University of Western Ontario 1969 — 1972
BA, Economics
Concordia University 1972 — 1974
B Comm, Business
Smashing Pixels Inc. August 2013 - Present
AudienceView Ticketing Corporation January 2012 - 2013
AdvizeIT (Formerly a division of BDO Dunwoody) 2003 - 2011
Sabre Services 2000 - 2003
Link-Connect 1996 - 2000
CIBC World Markets 1992 - 1994
Mizuho International 1987 - 1992
RBC Capital Markets 1986 - 1987
Kuwait Investment Authority 1982 - 1986
ScotiaMcLeod 1974 - 1982
Skills
Consultative Selling, Project Implementation, Customer Relations, New Business Development, Sales Management, Strategic Planning, Account Management, Product Development, Operations Management, Competitive Analysis, International Business, Customer Service, Selling, Vendor Management, Business Analysis, Change Management, Cross-functional Team..., Business Development, Management, Sales
Education
The University of Western Ontario 1969 — 1972
BA, Economics
Concordia University 1972 — 1974
B Comm, Business
jacques boucher jacques boucher's CIBC World Markets Experience 1998 - Present
Job Retired as Managing Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets 1998 - Present
Skills
Fixed Income, Investment Banking, Private Equity, Equities, Capital Markets, Structured Products, Hedge Funds, Equity Derivatives, LBO, Bonds
Education
Concordia University 1976 — 1980
Bachelor of Commerce (B.Com.), Major Economics, Minor Finance.
CIBC World Markets 1998 - Present
Skills
Fixed Income, Investment Banking, Private Equity, Equities, Capital Markets, Structured Products, Hedge Funds, Equity Derivatives, LBO, Bonds
Education
Concordia University 1976 — 1980
Bachelor of Commerce (B.Com.), Major Economics, Minor Finance.
Patrick Piette, CFA Patrick Piette, CFA's CIBC World Markets Experience 2002 - 2005
Job Investor Relations | Roadshow Marketing | Strategy Development | Corporate Communications
Industry Financial Services
Experience
Minera IR 2013 - Present
TMX Equicom 2010 - 2013
Mayus Holdings, Inc. 2005 - 2010
CIBC World Markets 2002 - 2005
Northern Securities 1999 - 2002
RBC Dominion Securities 1997 - 1999
Skills
Strategic Communications, Investor Relations, Capital Markets, Mergers, Equity Research, Investments, Corporate Communications, Gold, Mining, Minerals, Equities, IPO, Corporate Finance, Mergers & Acquisitions, Annual Reports, Entrepreneurship, Due Diligence, Private Equity, Business Strategy, Start-ups, Investment Banking, Finance, Valuation, Restructuring, Securities, Financial Modeling, Relationship Management
Education
CFA Institute
Concordia University
Minera IR 2013 - Present
TMX Equicom 2010 - 2013
Mayus Holdings, Inc. 2005 - 2010
CIBC World Markets 2002 - 2005
Northern Securities 1999 - 2002
RBC Dominion Securities 1997 - 1999
Skills
Strategic Communications, Investor Relations, Capital Markets, Mergers, Equity Research, Investments, Corporate Communications, Gold, Mining, Minerals, Equities, IPO, Corporate Finance, Mergers & Acquisitions, Annual Reports, Entrepreneurship, Due Diligence, Private Equity, Business Strategy, Start-ups, Investment Banking, Finance, Valuation, Restructuring, Securities, Financial Modeling, Relationship Management
Education
CFA Institute
Concordia University
Sarah Cheng Sarah Cheng's CIBC World Markets Experience January 2010 - June 2012
Job Investor Relations Associate at Apollo Global Management LLC
Industry
Experience
Apollo Global Management LLC July 2014 - Present
Apollo Global Management LLC June 2013 - December 2013
CIBC World Markets January 2010 - June 2012
CIT July 2007 - December 2009
Education
Columbia Business School 2012 — 2014
The University of Western Ontario 2003 — 2007
Honours Business Administration
Apollo Global Management LLC July 2014 - Present
Apollo Global Management LLC June 2013 - December 2013
CIBC World Markets January 2010 - June 2012
CIT July 2007 - December 2009
Education
Columbia Business School 2012 — 2014
The University of Western Ontario 2003 — 2007
Honours Business Administration
Eli Hattem Eli Hattem's CIBC World Markets Experience March 1998 - March 2001
Job Principal at Park Bridge Financial LLC
Industry Real Estate
Experience
Park Bridge Financial March 2009 - Present
Merrill Lynch November 2001 - February 2009
CIBC World Markets March 1998 - March 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Columbia University in the City of New York 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Park Bridge Financial March 2009 - Present
Merrill Lynch November 2001 - February 2009
CIBC World Markets March 1998 - March 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Columbia University in the City of New York 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Hai Tran-Viet Hai Tran-Viet's CIBC World Markets Experience August 2001 - July 2004
Job
Industry Venture Capital & Private Equity
Experience
Signal Hill Equity Partners October 2010 - Present
TD Capital August 2004 - December 2008
CIBC World Markets August 2001 - July 2004
Skills
Valuation, Private Equity, Financial Modeling, Equities, Due Diligence, Investment Banking, Capital Markets, Mergers, Equity Research, Corporate Finance, Value Investing, Financial Analysis, Investments, LBO, Hedge Funds
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
McGill University 1995 — 2000
B.Sc.
CFA Institute
CFA, Chartered Financial Analyst charterholder
Signal Hill Equity Partners October 2010 - Present
TD Capital August 2004 - December 2008
CIBC World Markets August 2001 - July 2004
Skills
Valuation, Private Equity, Financial Modeling, Equities, Due Diligence, Investment Banking, Capital Markets, Mergers, Equity Research, Corporate Finance, Value Investing, Financial Analysis, Investments, LBO, Hedge Funds
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
McGill University 1995 — 2000
B.Sc.
CFA Institute
CFA, Chartered Financial Analyst charterholder
gene piccoli gene piccoli's CIBC World Markets Experience 1979 - Present
Job vice president at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC 401 BIKE CHALLENGE August 2005 - Present
CIBC Wood Gundy October 1979 - Present
CIBC World Markets 1979 - Present
Skills
Investments, Investment Advisory, Portfolio Management, Securities, Wealth Management, Mutual Funds, Equities, Investment Strategies, Wealth Management..., Investment Management, Relationship Management, Asset Allocation, ETFs, Wealth, Retirement Planning
Education
Concordia University 1975 — 1978
Bachelor, Commerce
CIBC 401 BIKE CHALLENGE August 2005 - Present
CIBC Wood Gundy October 1979 - Present
CIBC World Markets 1979 - Present
Skills
Investments, Investment Advisory, Portfolio Management, Securities, Wealth Management, Mutual Funds, Equities, Investment Strategies, Wealth Management..., Investment Management, Relationship Management, Asset Allocation, ETFs, Wealth, Retirement Planning
Education
Concordia University 1975 — 1978
Bachelor, Commerce
Vincent Giannetti Vincent Giannetti's CIBC World Markets Experience 1998 - 2003
Job Retired
Industry Writing and Editing
Experience
Free As A BOID!!!!! 2010 - Present
21 st Centry Consulting September 2003 - September 2010
CIBC 1998 - 2003
CIBC World Markets 1998 - 2003
CSC Consulting September 1997 - April 1998
Mt. Sinai Medical Systems June 1997 - September 1997
Preferred Services September 1990 - June 1997
Dollar Bry Dock Bank July 1988 - September 1990
Eqitable Financial Services/ AXA April 1985 - August 1988
Gulf & Western Industries (VIACOM) November 1982 - December 1985
Education
Columbia University 1989 — 1990
Certificate
State University of New York College at Oneonta 1969 — 1971
BS
Free As A BOID!!!!! 2010 - Present
21 st Centry Consulting September 2003 - September 2010
CIBC 1998 - 2003
CIBC World Markets 1998 - 2003
CSC Consulting September 1997 - April 1998
Mt. Sinai Medical Systems June 1997 - September 1997
Preferred Services September 1990 - June 1997
Dollar Bry Dock Bank July 1988 - September 1990
Eqitable Financial Services/ AXA April 1985 - August 1988
Gulf & Western Industries (VIACOM) November 1982 - December 1985
Education
Columbia University 1989 — 1990
Certificate
State University of New York College at Oneonta 1969 — 1971
BS
Ranjith Balan's CIBC World Markets Experience December 2014 - Present
Job Senior QA Consultant Capital Markets
Industry Computer Software
Experience
CIBC World Markets December 2014 - Present
Scotia iTRADE May 2013 - December 2014
RBC Capital Markets April 2011 - May 2013
Decisioning Solutions September 2010 - April 2011
Accenture February 2010 - July 2010
Eka Software Solutions December 2006 - January 2010
Skills
Business Analysis, Quality Center, Functional Testing, Quality Assurance, Commodity Markets, Wealth Management, Capital Markets, Equity Derivatives, Options, FX trading, Trading Systems, Equity Trading, QA, Manual Testing, User Acceptance Testing, commodity trading, HP QC, SQL, Advanced Option..., Charles River, Scotia Online Trading..., HP Quality Center
Education
Manchester business school 2003 — 2004
MBA, General Management
Cochin University of Science and Technology 1995 — 1999
Bachelor of Technology (BTech), Computer Engineering
CIBC World Markets December 2014 - Present
Scotia iTRADE May 2013 - December 2014
RBC Capital Markets April 2011 - May 2013
Decisioning Solutions September 2010 - April 2011
Accenture February 2010 - July 2010
Eka Software Solutions December 2006 - January 2010
Skills
Business Analysis, Quality Center, Functional Testing, Quality Assurance, Commodity Markets, Wealth Management, Capital Markets, Equity Derivatives, Options, FX trading, Trading Systems, Equity Trading, QA, Manual Testing, User Acceptance Testing, commodity trading, HP QC, SQL, Advanced Option..., Charles River, Scotia Online Trading..., HP Quality Center
Education
Manchester business school 2003 — 2004
MBA, General Management
Cochin University of Science and Technology 1995 — 1999
Bachelor of Technology (BTech), Computer Engineering
PJ Piper's CIBC World Markets Experience 1997 - 1999
Job CEO at QM Power
Industry Machinery
Experience
QM Power November 2006 - Present
Aspen Aerogels, Inc. 2000 - 2006
Aspen Products Group 2000 - 2006
Triton Systems, Inc. 2001 - 2004
CIBC World Markets 1997 - 1999
JP Morgan Chase 1992 - 1997
Skills
Venture Capital, Nanotechnology, Clean Technology, Project Finance, Mergers, Energy, Start-ups, Cleantech, Private Equity, Actuators, Product Development, Management, Mergers & Acquisitions, Negotiation, Due Diligence, Business Development, Business Strategy, Entrepreneurship, Strategy, International Business, Corporate Development, Business Planning, Renewable Energy, Alternative Energy, Strategic Partnerships, Materials
Education
Colgate University 1988 — 1992
BA, International Relations
QM Power November 2006 - Present
Aspen Aerogels, Inc. 2000 - 2006
Aspen Products Group 2000 - 2006
Triton Systems, Inc. 2001 - 2004
CIBC World Markets 1997 - 1999
JP Morgan Chase 1992 - 1997
Skills
Venture Capital, Nanotechnology, Clean Technology, Project Finance, Mergers, Energy, Start-ups, Cleantech, Private Equity, Actuators, Product Development, Management, Mergers & Acquisitions, Negotiation, Due Diligence, Business Development, Business Strategy, Entrepreneurship, Strategy, International Business, Corporate Development, Business Planning, Renewable Energy, Alternative Energy, Strategic Partnerships, Materials
Education
Colgate University 1988 — 1992
BA, International Relations
Kurt Lentz Kurt Lentz's CIBC World Markets Experience July 2001 - February 2004
Job Principal at Sun Capital Partners
Industry Venture Capital & Private Equity
Experience
Sun Capital Partners April 2005 - Present
American Capital Strategies February 2004 - March 2005
CIBC World Markets July 2001 - February 2004
Skills
Investment Banking, Financial Modeling, Due Diligence, Private Equity, Leveraged Finance, Mergers, Restructuring, Debt, Financial Analysis, Valuation, LBO, Buyouts, Bankruptcy, Mergers & Acquisitions, Venture Capital, Portfolio Management, Capital, Corporate Development, Start-ups, Corporate Finance, Strategy, Investments, Alternative Investments, M&A experience, Business Valuation, Impersonations
Education
Claremont McKenna College 1997 — 2001
Bachelor of the Arts, Economics
Seattle Preparatory School 1993 — 1997
Sun Capital Partners April 2005 - Present
American Capital Strategies February 2004 - March 2005
CIBC World Markets July 2001 - February 2004
Skills
Investment Banking, Financial Modeling, Due Diligence, Private Equity, Leveraged Finance, Mergers, Restructuring, Debt, Financial Analysis, Valuation, LBO, Buyouts, Bankruptcy, Mergers & Acquisitions, Venture Capital, Portfolio Management, Capital, Corporate Development, Start-ups, Corporate Finance, Strategy, Investments, Alternative Investments, M&A experience, Business Valuation, Impersonations
Education
Claremont McKenna College 1997 — 2001
Bachelor of the Arts, Economics
Seattle Preparatory School 1993 — 1997
Adam Mingal Adam Mingal's CIBC World Markets Experience June 2006 - April 2007
Job Assistant General Counsel with DC Taxicab Commission
Industry Law Practice
Experience
District of Columbia Taxicab Commission June 2015 - Present
WMATA May 2014 - June 2015
DC Department on Disability Services August 2012 - May 2014
Department of Justice October 2010 - August 2012
PUBLIC JUSTICE ADVOCACY CLINIC January 2010 - May 2010
Powers, Pyles, Sutter & Verville, P.C. May 2009 - August 2009
ATF January 2009 - April 2009
THE BETTER BUSINESS BUREAU May 2008 - August 2008
CIBC World Markets June 2006 - April 2007
Credit Suisse 2005 - 2006
Skills
Trials, Policy, Hearings, Analysis, Training, Legal Writing, Human Rights, Legal Research, Legislation, Program Management, Research, Management
Education
The George Washington University Law School 2008 — 2010
JD, Law, B+
The George Washington University Law School 2008 — 2010
Juris Doctor, Law, B+
Colgate University 2001 — 2005
Bachelor of Arts, English
Williamsville South High School 1997 — 2001
Regents with Honors
District of Columbia Taxicab Commission June 2015 - Present
WMATA May 2014 - June 2015
DC Department on Disability Services August 2012 - May 2014
Department of Justice October 2010 - August 2012
PUBLIC JUSTICE ADVOCACY CLINIC January 2010 - May 2010
Powers, Pyles, Sutter & Verville, P.C. May 2009 - August 2009
ATF January 2009 - April 2009
THE BETTER BUSINESS BUREAU May 2008 - August 2008
CIBC World Markets June 2006 - April 2007
Credit Suisse 2005 - 2006
Skills
Trials, Policy, Hearings, Analysis, Training, Legal Writing, Human Rights, Legal Research, Legislation, Program Management, Research, Management
Education
The George Washington University Law School 2008 — 2010
JD, Law, B+
The George Washington University Law School 2008 — 2010
Juris Doctor, Law, B+
Colgate University 2001 — 2005
Bachelor of Arts, English
Williamsville South High School 1997 — 2001
Regents with Honors
Mike Towey's CIBC World Markets Experience February 2006 - February 2008
Job Director of Equity Research EverPoint Asset Management
Industry Capital Markets
Experience
Point72 Asset Management June 2014 - Present
Susquehanna International Group March 2010 - June 2014
Pali Capital March 2008 - March 2010
CIBC World Markets February 2006 - February 2008
CIBC World Markets November 2004 - February 2006
Schwab Soundview Capital Markets 2003 - 2004
SoundView Technology Group 2002 - 2003
Wit SoundView (Merger of Wit Capital and SoundView Technology Group) 1999 - 2002
Smith Barney (later Salomon Smith Barney) August 1995 - March 1999
Mabon Securities 1994 - 1994
Skills
Equities, Equity Research, Equity Capital Markets, Equity Trading, Trading, Series 7, Series 63, Hedge Funds, Capital Markets, Derivatives, Strategy, Options, Investment Banking, Bloomberg
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
M.B.A., Finance
Colgate University 1985 — 1989
B.A., Political Science
Point72 Asset Management June 2014 - Present
Susquehanna International Group March 2010 - June 2014
Pali Capital March 2008 - March 2010
CIBC World Markets February 2006 - February 2008
CIBC World Markets November 2004 - February 2006
Schwab Soundview Capital Markets 2003 - 2004
SoundView Technology Group 2002 - 2003
Wit SoundView (Merger of Wit Capital and SoundView Technology Group) 1999 - 2002
Smith Barney (later Salomon Smith Barney) August 1995 - March 1999
Mabon Securities 1994 - 1994
Skills
Equities, Equity Research, Equity Capital Markets, Equity Trading, Trading, Series 7, Series 63, Hedge Funds, Capital Markets, Derivatives, Strategy, Options, Investment Banking, Bloomberg
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
M.B.A., Finance
Colgate University 1985 — 1989
B.A., Political Science
Marco Albanesi, M.Sc., CFA Marco Albanesi, M.Sc., CFA's CIBC World Markets Experience June 2012 - August 2013
Job Investment Banking Analyst, Real Estate
Industry Capital Markets
Experience
TD Securities December 2014 - Present
Desjardins Capital Markets August 2013 - December 2014
CIBC World Markets June 2012 - August 2013
Pratt & Whitney Canada May 2009 - August 2009
Standard Life Canada January 2009 - April 2009
Air Canada May 2008 - August 2008
Skills
Finance, Corporate Finance, Portfolio Management, Forecasting, Investments, Due Diligence, Credit, Credit Analysis, Capital Markets, Equity Research, Bloomberg, Trading, Financial Modeling, Valuation, Financial Analysis
Education
University of Warwick - Warwick Business School 2010 — 2011
M.Sc., Finance, Specialization in Corporate Finance
Concordia University 2006 — 2010
B.Comm., Honours in Finance, Minor in Economics
TD Securities December 2014 - Present
Desjardins Capital Markets August 2013 - December 2014
CIBC World Markets June 2012 - August 2013
Pratt & Whitney Canada May 2009 - August 2009
Standard Life Canada January 2009 - April 2009
Air Canada May 2008 - August 2008
Skills
Finance, Corporate Finance, Portfolio Management, Forecasting, Investments, Due Diligence, Credit, Credit Analysis, Capital Markets, Equity Research, Bloomberg, Trading, Financial Modeling, Valuation, Financial Analysis
Education
University of Warwick - Warwick Business School 2010 — 2011
M.Sc., Finance, Specialization in Corporate Finance
Concordia University 2006 — 2010
B.Comm., Honours in Finance, Minor in Economics
Sanjeeva Senanayake Sanjeeva Senanayake's CIBC World Markets Experience July 1997 - June 2004
Job Senior Vice President at Wellford Energy Group
Industry Banking
Experience
Wellford Energy Group March 2013 - Present
HSH Nordbank July 2008 - March 2013
NREL 2010 - 2010
Moodys Investor Services July 2004 - June 2008
Moodys Investors Service 2004 - 2008
CIBC World Markets July 1997 - June 2004
Credit Suisse First Boston May 1996 - July 1997
Chase Manhattan Corporation April 1994 - May 1996
Education
Columbia Engineering 1991 — 1993
M.S., Engineering - Mineral Economics
Sewanee-The University of the South 1987 — 1991
B.S., Physics
Trinity College Kandy, Sri Lanka
Wellford Energy Group March 2013 - Present
HSH Nordbank July 2008 - March 2013
NREL 2010 - 2010
Moodys Investor Services July 2004 - June 2008
Moodys Investors Service 2004 - 2008
CIBC World Markets July 1997 - June 2004
Credit Suisse First Boston May 1996 - July 1997
Chase Manhattan Corporation April 1994 - May 1996
Education
Columbia Engineering 1991 — 1993
M.S., Engineering - Mineral Economics
Sewanee-The University of the South 1987 — 1991
B.S., Physics
Trinity College Kandy, Sri Lanka
Deen Mathura, MBA Deen Mathura, MBA's CIBC World Markets Experience May 2013 - May 2014
Job Business Development Manager The Integrity Professionals Inc. (Powered by Bedrock Financial Lic. 12275)
Industry Financial Services
Experience
CIBC World Markets May 2013 - May 2014
RBC June 2009 - April 2011
Bank of Montreal June 2007 - July 2009
Dell April 2004 - August 2005
Skills
Analysis, Public Speaking, Market Research, Leadership, Marketing Strategy, Financial Analysis, Customer Service, Relationship Management, Team Leadership, Mortgage Banking, Strategy, Mortgage Lending, Automotive Products, Research, Presentation Coaching, Time Management, Data Analysis, Marketing, Strategic Planning, Risk Management, Automotive Aftermarket, Business Analysis, Microsoft Excel, Microsoft CRM, Teamwork, Project Management, Business Development, Business Strategy, Coaching, Microsoft Office, Training, Sales, Video Games, Finance, Marketing Communications
Education
Ryerson University 2012 — 2013
Master of Business Administration (MBA), Marketing
University of Ontario Institute of Technology 2005 — 2008
Bachelor of Commerce Honors, Marketing
Concordia University College of Alberta 2003 — 2005
Bachelor of Commerce (B.Com.), Business/Commerce, General
CIBC World Markets May 2013 - May 2014
RBC June 2009 - April 2011
Bank of Montreal June 2007 - July 2009
Dell April 2004 - August 2005
Skills
Analysis, Public Speaking, Market Research, Leadership, Marketing Strategy, Financial Analysis, Customer Service, Relationship Management, Team Leadership, Mortgage Banking, Strategy, Mortgage Lending, Automotive Products, Research, Presentation Coaching, Time Management, Data Analysis, Marketing, Strategic Planning, Risk Management, Automotive Aftermarket, Business Analysis, Microsoft Excel, Microsoft CRM, Teamwork, Project Management, Business Development, Business Strategy, Coaching, Microsoft Office, Training, Sales, Video Games, Finance, Marketing Communications
Education
Ryerson University 2012 — 2013
Master of Business Administration (MBA), Marketing
University of Ontario Institute of Technology 2005 — 2008
Bachelor of Commerce Honors, Marketing
Concordia University College of Alberta 2003 — 2005
Bachelor of Commerce (B.Com.), Business/Commerce, General
Sheena Kurian Sheena Kurian's CIBC World Markets Experience January 2011 - May 2013
Job DataWarehouse Engineer at Telenav Inc.
Industry Information Technology and Services
Experience
Telenav October 2013 - Present
eMeter, a Siemens Business June 2013 - September 2013
CIBC World Markets January 2011 - May 2013
Infosys Technologies Ltd September 2005 - October 2010
Skills
Data Warehousing, PL/SQL, Oracle, Informatica, Unix Shell Scripting, Business Intelligence, Autosys, Data Modeling, Agile & Waterfall..., Hive, Amazon Web Services..., Databases, Sybase, Erwin, ETL, Quality Center, Shell Scripting, SDLC
Education
College of Engineering, Trivandrum 2001 — 2005
B.Tech, Electrical and Electronics Engineering
Telenav October 2013 - Present
eMeter, a Siemens Business June 2013 - September 2013
CIBC World Markets January 2011 - May 2013
Infosys Technologies Ltd September 2005 - October 2010
Skills
Data Warehousing, PL/SQL, Oracle, Informatica, Unix Shell Scripting, Business Intelligence, Autosys, Data Modeling, Agile & Waterfall..., Hive, Amazon Web Services..., Databases, Sybase, Erwin, ETL, Quality Center, Shell Scripting, SDLC
Education
College of Engineering, Trivandrum 2001 — 2005
B.Tech, Electrical and Electronics Engineering
William Haney William Haney's CIBC World Markets Experience 2007 - December 2008
Job EVP Capital Markets at FlexPath Capital Inc.
Industry Financial Services
Experience
CIBC World Markets 2007 - December 2008
CIBC World Markets 2004 - 2007
CIBC World Markets 2002 - 2004
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 2000
Morgan Stanley 1986 - 1998
Morgan Stanley 1983 - 1986
Morgan Stanley 1981 - 1983
Education
Columbia Engineering 1977 — 1986
BS '81, MS '86, Operations Research
CIBC World Markets 2007 - December 2008
CIBC World Markets 2004 - 2007
CIBC World Markets 2002 - 2004
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 2000
Morgan Stanley 1986 - 1998
Morgan Stanley 1983 - 1986
Morgan Stanley 1981 - 1983
Education
Columbia Engineering 1977 — 1986
BS '81, MS '86, Operations Research
Ted Aravidis Ted Aravidis's CIBC World Markets Experience December 1994 - August 2000
Job IT Consultant | NYC | Raleigh Durham
Industry Information Technology and Services
Experience
Axion Group LLC. April 2001 - Present
Avanade October 2012 - January 2014
Grifols (Former Talecris Biotherapeutics, Inc) May 2007 - October 2011
CitiGroup November 2006 - May 2007
Deloitte Consulting June 2005 - November 2006
Charles-River / E-Sync Networks February 2004 - May 2005
Hold Brothers, Online Trading August 2000 - April 2001
CIBC World Markets December 1994 - August 2000
Skills
Thought Leadership, Cross-functional Team..., Technical Leadership, Lead Management, Organizational..., Program Management, Management Consulting, Change Management, Strategic Consulting, Telecommunications, Team Building, Team Leadership, Team Management, System Architecture, MPLS, Contract Negotiations, Network Design, Wireless Networking, Broadband, Contract Negotiation, Strategy, Process Improvement, Project Management, ITIL, Virtualization, Outsourcing, Risk Management, Data Center, IT Strategy, Leadership, Disaster Recovery, IT Management, Security, SharePoint, Integration, PMO, Vendor Management, Management, Governance, IT Operations, SaaS, Information Technology, Networking, Infrastructure, Servers, System Deployment, Active Directory, Windows Server, Network Security, Microsoft Exchange
Education
Columbia University in the City of New York 2007 — 2007
Technology Management - Strategic Project Management
Stony Brook University 1985 — 1988
BA, Economics
Axion Group LLC. April 2001 - Present
Avanade October 2012 - January 2014
Grifols (Former Talecris Biotherapeutics, Inc) May 2007 - October 2011
CitiGroup November 2006 - May 2007
Deloitte Consulting June 2005 - November 2006
Charles-River / E-Sync Networks February 2004 - May 2005
Hold Brothers, Online Trading August 2000 - April 2001
CIBC World Markets December 1994 - August 2000
Skills
Thought Leadership, Cross-functional Team..., Technical Leadership, Lead Management, Organizational..., Program Management, Management Consulting, Change Management, Strategic Consulting, Telecommunications, Team Building, Team Leadership, Team Management, System Architecture, MPLS, Contract Negotiations, Network Design, Wireless Networking, Broadband, Contract Negotiation, Strategy, Process Improvement, Project Management, ITIL, Virtualization, Outsourcing, Risk Management, Data Center, IT Strategy, Leadership, Disaster Recovery, IT Management, Security, SharePoint, Integration, PMO, Vendor Management, Management, Governance, IT Operations, SaaS, Information Technology, Networking, Infrastructure, Servers, System Deployment, Active Directory, Windows Server, Network Security, Microsoft Exchange
Education
Columbia University in the City of New York 2007 — 2007
Technology Management - Strategic Project Management
Stony Brook University 1985 — 1988
BA, Economics
Emil Horvath's CIBC World Markets Experience September 2012 - December 2012
Job Graduate Student at Columbia University
Industry Real Estate
Experience
SAGE CONDOS & IVY TOWNS by IN8 Developments May 2013 - May 2015
CIBC World Markets September 2012 - December 2012
Convocation Flowers June 2011 - July 2011
Convocation Flowers May 2011 - May 2011
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Real Estate Development
University of Toronto - Rotman School of Management 2009 — 2014
Bachelor of Commerce, Finance and Economics
SAGE CONDOS & IVY TOWNS by IN8 Developments May 2013 - May 2015
CIBC World Markets September 2012 - December 2012
Convocation Flowers June 2011 - July 2011
Convocation Flowers May 2011 - May 2011
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Real Estate Development
University of Toronto - Rotman School of Management 2009 — 2014
Bachelor of Commerce, Finance and Economics
Skip Stern Skip Stern's CIBC World Markets Experience November 1999 - April 2006
Job Senior Banking Executive
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Wachovia Bank March 2007 - November 2008
CIBC World Markets November 1999 - April 2006
CIBC World Markets August 1996 - October 1999
Fieldstone Private Capital Group L.P. January 1993 - July 1996
The Transportation Group February 1989 - January 1993
Paine Webber July 1987 - February 1989
PaineWebber June 1981 - July 1987
Skills
Private Lending, Loan Structuring, Credit, Securities Lending, Underwriting, Credit Risk, High Net Worth..., Securitization, Restructuring, Workout, Private Placements, Syndication, Aircraft Finance, Aircraft Leasing, Trade Finance, Equity Research, Structured Finance, Financial Structuring, Loans, Series 7, Series 66, Private Banking
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Harvard University 1977 — 1981
AB, Economics
Mamaroneck High School
Merrill Lynch May 2010 - Present
Wachovia Bank March 2007 - November 2008
CIBC World Markets November 1999 - April 2006
CIBC World Markets August 1996 - October 1999
Fieldstone Private Capital Group L.P. January 1993 - July 1996
The Transportation Group February 1989 - January 1993
Paine Webber July 1987 - February 1989
PaineWebber June 1981 - July 1987
Skills
Private Lending, Loan Structuring, Credit, Securities Lending, Underwriting, Credit Risk, High Net Worth..., Securitization, Restructuring, Workout, Private Placements, Syndication, Aircraft Finance, Aircraft Leasing, Trade Finance, Equity Research, Structured Finance, Financial Structuring, Loans, Series 7, Series 66, Private Banking
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Harvard University 1977 — 1981
AB, Economics
Mamaroneck High School
Shahzaib Merwat's CIBC World Markets Experience January 2012 - Present
Job Associate, Equity Research at CIBC World Markets
Industry Oil & Energy
Experience
CIBC World Markets January 2012 - Present
Royal Dutch Shell July 2011 - September 2011
Royal Dutch Shell January 2011 - June 2011
Global M&A July 2008 - June 2009
Skills
Risk Management, Financial Modeling, Mergers, Valuation, Banking, Financial Analysis, Finance, Corporate Finance, Equity Research, Investment Banking, Mergers & Acquisitions, Business Strategy, Private Equity, Bloomberg, Capital Markets, Equities
Education
London School of Economics and Political Science 2010 — 2011
CEMS Masters, International Management
RSM Erasmus Universiteit 2010 — 2011
CEMS Masters, International Management
The University of Western Ontario - Richard Ivey School of Business 2010 — 2011
Master of Science, Management
Concordia University 2006 — 2008
Bachelor of Commerce, Finance
Lahore University of Management Sciences 2003 — 2005
Bachelor of Science, Accounting & Finance
Chartered Financial Analyst (CFA) Institute
Global Association of Risk Professionals (GARP)
Energy Risk Professional (ERP)
CIBC World Markets January 2012 - Present
Royal Dutch Shell July 2011 - September 2011
Royal Dutch Shell January 2011 - June 2011
Global M&A July 2008 - June 2009
Skills
Risk Management, Financial Modeling, Mergers, Valuation, Banking, Financial Analysis, Finance, Corporate Finance, Equity Research, Investment Banking, Mergers & Acquisitions, Business Strategy, Private Equity, Bloomberg, Capital Markets, Equities
Education
London School of Economics and Political Science 2010 — 2011
CEMS Masters, International Management
RSM Erasmus Universiteit 2010 — 2011
CEMS Masters, International Management
The University of Western Ontario - Richard Ivey School of Business 2010 — 2011
Master of Science, Management
Concordia University 2006 — 2008
Bachelor of Commerce, Finance
Lahore University of Management Sciences 2003 — 2005
Bachelor of Science, Accounting & Finance
Chartered Financial Analyst (CFA) Institute
Global Association of Risk Professionals (GARP)
Energy Risk Professional (ERP)
Mario Favetta's CIBC World Markets Experience 2000 - 2001
Job Asset Management Head of Marketing and Product
Industry Financial Services
Experience
Mirae Asset Global Investments September 2015 - Present
Cohen & Steers July 2012 - Present
Mirae Asset Global Investments (USA) LLC June 2010 - July 2012
Essex Policy Communications Group November 2008 - June 2010
Nuveen August 2007 - November 2008
Morgan Stanley Investment Management 2004 - 2007
Lord Abbett 2002 - 2003
CIBC World Markets 2000 - 2001
SunGard Data Systems, Inc. February 2000 - October 2000
Skills
Mutual Funds, Alternative Investments, Asset Managment, Equities, Hedge Funds, Series 7, Series 63, Investments, Fixed Income, Portfolio Management, Bloomberg, Separately Managed..., Capital Markets, Asset Allocation, Emerging Markets, Investment Management, Securities, Investment Strategies, Wealth Management, Financial Markets, Closed-end Funds, 1940 Act, Investment Company Act, Financial Services, ETFs, Fund Of Funds, Investment Advisory, Asset Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Corporate Finance
Columbia University in the City of New York 1994 — 1998
BA, English
Mirae Asset Global Investments September 2015 - Present
Cohen & Steers July 2012 - Present
Mirae Asset Global Investments (USA) LLC June 2010 - July 2012
Essex Policy Communications Group November 2008 - June 2010
Nuveen August 2007 - November 2008
Morgan Stanley Investment Management 2004 - 2007
Lord Abbett 2002 - 2003
CIBC World Markets 2000 - 2001
SunGard Data Systems, Inc. February 2000 - October 2000
Skills
Mutual Funds, Alternative Investments, Asset Managment, Equities, Hedge Funds, Series 7, Series 63, Investments, Fixed Income, Portfolio Management, Bloomberg, Separately Managed..., Capital Markets, Asset Allocation, Emerging Markets, Investment Management, Securities, Investment Strategies, Wealth Management, Financial Markets, Closed-end Funds, 1940 Act, Investment Company Act, Financial Services, ETFs, Fund Of Funds, Investment Advisory, Asset Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Corporate Finance
Columbia University in the City of New York 1994 — 1998
BA, English
Katelyn Hourigan Katelyn Hourigan's CIBC World Markets Experience June 2009 - August 2009
Job Associate, Office of the CEO at Univision Communications Inc.
Industry Entertainment
Experience
Univision Communications Inc. June 2015 - Present
Disney ABC Television Group September 2014 - December 2014
The Walt Disney Studios June 2014 - August 2014
Discovery Communications May 2012 - July 2013
Discovery Communications October 2010 - May 2012
CIBC World Markets June 2009 - August 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Dean's Honors
New York University 2011 — 2012
Professional Certificate in Digital Media Marketing
Queen's University 2006 — 2010
Bachelor’s Degree, Commerce, First Class Honors
Univision Communications Inc. June 2015 - Present
Disney ABC Television Group September 2014 - December 2014
The Walt Disney Studios June 2014 - August 2014
Discovery Communications May 2012 - July 2013
Discovery Communications October 2010 - May 2012
CIBC World Markets June 2009 - August 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Dean's Honors
New York University 2011 — 2012
Professional Certificate in Digital Media Marketing
Queen's University 2006 — 2010
Bachelor’s Degree, Commerce, First Class Honors
Tom Seiler Tom Seiler's CIBC World Markets Experience July 2015 - Present
Job Real Estate Finance & Securitization at CIBC World Markets
Industry Banking
Experience
CIBC World Markets July 2015 - Present
Edgewood Management May 2014 - June 2014
Skills
Finance, Valuation, Equity Research, Bloomberg, Strategy, Investments, Equities, DCF, Financial Statement..., Accounting, Training
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs, History
Dartmouth College - The Tuck School of Business at Dartmouth
Fairfield College Preparatory School 2007 — 2011
CIBC World Markets July 2015 - Present
Edgewood Management May 2014 - June 2014
Skills
Finance, Valuation, Equity Research, Bloomberg, Strategy, Investments, Equities, DCF, Financial Statement..., Accounting, Training
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs, History
Dartmouth College - The Tuck School of Business at Dartmouth
Fairfield College Preparatory School 2007 — 2011
David Fleishman David Fleishman's CIBC World Markets Experience March 2005 - November 2005
Job Director, Global Pricing and Market Access at Daiichi Sankyo
Industry Pharmaceuticals
Experience
Daiichi Sankyo November 2013 - Present
Daiichi Sankyo August 2012 - October 2013
Cline Davis & Mann June 2011 - June 2012
KOL Management Company March 2010 - April 2011
IMS Healthcare Strategy Consulting May 2006 - March 2010
CIBC World Markets March 2005 - November 2005
SRS Capital, LLC September 2003 - March 2005
Skills
Management Consulting, Healthcare, Strategic Consulting, Pricing, Managed Care, Research, Emerging Markets, Strategy, Segmentation, Market Research, Competitive Analysis, Cross-functional Team..., Business Development, Pharmaceutical Industry, CRM, Product Launch
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Cornell University 1994 — 1998
BS
Daiichi Sankyo November 2013 - Present
Daiichi Sankyo August 2012 - October 2013
Cline Davis & Mann June 2011 - June 2012
KOL Management Company March 2010 - April 2011
IMS Healthcare Strategy Consulting May 2006 - March 2010
CIBC World Markets March 2005 - November 2005
SRS Capital, LLC September 2003 - March 2005
Skills
Management Consulting, Healthcare, Strategic Consulting, Pricing, Managed Care, Research, Emerging Markets, Strategy, Segmentation, Market Research, Competitive Analysis, Cross-functional Team..., Business Development, Pharmaceutical Industry, CRM, Product Launch
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Cornell University 1994 — 1998
BS
Allison Fishback's CIBC World Markets Experience December 2002 - December 2004
Job Senior Associate Development, Operations and Events at Iraq and Afghanistan Veterans of America (IAVA)
Industry Nonprofit Organization Management
Experience
Iraq and Afghanistan Veterans of America (IAVA) February 2015 - October 2015
Clean Energy Start Up (Through Ajilon Consulting) October 2014 - February 2015
Foros February 2014 - August 2014
Turner & Townsend July 2011 - July 2013
Comverse Technology, Inc. October 2007 - March 2011
Metalmark Capital December 2004 - October 2007
CIBC World Markets December 2002 - December 2004
Skills
Project Management, Management, Strategy, Fundraising, Team Building, Veterans Affairs, Executive Management, Business Development, Event Management, Major Donor Cultivation, Negotiation, Human Resources, Leadership, Start-ups, Contract Negotiation, Program Management, Budgets, Management Consulting, Contract Management, Strategic Partnerships, Training, Vendor Management, Business Strategy, Change Management, Procurement
Education
Colorado College
English
Colorado College
Iraq and Afghanistan Veterans of America (IAVA) February 2015 - October 2015
Clean Energy Start Up (Through Ajilon Consulting) October 2014 - February 2015
Foros February 2014 - August 2014
Turner & Townsend July 2011 - July 2013
Comverse Technology, Inc. October 2007 - March 2011
Metalmark Capital December 2004 - October 2007
CIBC World Markets December 2002 - December 2004
Skills
Project Management, Management, Strategy, Fundraising, Team Building, Veterans Affairs, Executive Management, Business Development, Event Management, Major Donor Cultivation, Negotiation, Human Resources, Leadership, Start-ups, Contract Negotiation, Program Management, Budgets, Management Consulting, Contract Management, Strategic Partnerships, Training, Vendor Management, Business Strategy, Change Management, Procurement
Education
Colorado College
English
Colorado College
Ohana David Ohana David's CIBC World Markets Experience May 2015 - Present
Job Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - Present
Cambridge Mercantile February 2014 - May 2015
Laurentian Bank December 2007 - January 2014
Bank of Montreal April 2000 - September 2006
Skills
FX Options, Banking, Derivatives, Capital Markets, Financial Markets, Trading, Options, Bloomberg, Investments, Business Development, Equities, Fixed Income
Education
UQAM 2008 — 2011
MBA, Financial Services
Concordia University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance
Maimonide
CIBC World Markets May 2015 - Present
Cambridge Mercantile February 2014 - May 2015
Laurentian Bank December 2007 - January 2014
Bank of Montreal April 2000 - September 2006
Skills
FX Options, Banking, Derivatives, Capital Markets, Financial Markets, Trading, Options, Bloomberg, Investments, Business Development, Equities, Fixed Income
Education
UQAM 2008 — 2011
MBA, Financial Services
Concordia University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance
Maimonide
Rebecca Pang, CFA, CBV Rebecca Pang, CFA, CBV's CIBC World Markets Experience February 2010 - January 2015
Job Senior Director, Channel Strategy and Analytics at CIBC. Advisory Council of Ted Rogers Business School at Ryerson
Industry Banking
Experience
CIBC February 2015 - Present
Collaboration Partners - Social Impact Consultants 2011 - February 2015
CIBC World Markets February 2010 - January 2015
CIBC World Markets January 2007 - December 2009
T-Mobile USA 2005 - 2006
China Netcom September 2001 - July 2003
McKinsey & Company January 1999 - January 2001
Skills
Financial Modeling, Mergers, Financial Analysis, Due Diligence, Valuation, Private Equity, Corporate Development, Business Strategy, Corporate Finance, Strategic Planning, Strategy, Investment Banking, Investments, Equities, Management Consulting, Investor Relations, Competitive Analysis, Mergers & Acquisitions, Finance, Portfolio Management, Management
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Columbia University in the City of New York
The Chinese University of Hong Kong
BBA
CIBC February 2015 - Present
Collaboration Partners - Social Impact Consultants 2011 - February 2015
CIBC World Markets February 2010 - January 2015
CIBC World Markets January 2007 - December 2009
T-Mobile USA 2005 - 2006
China Netcom September 2001 - July 2003
McKinsey & Company January 1999 - January 2001
Skills
Financial Modeling, Mergers, Financial Analysis, Due Diligence, Valuation, Private Equity, Corporate Development, Business Strategy, Corporate Finance, Strategic Planning, Strategy, Investment Banking, Investments, Equities, Management Consulting, Investor Relations, Competitive Analysis, Mergers & Acquisitions, Finance, Portfolio Management, Management
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Columbia University in the City of New York
The Chinese University of Hong Kong
BBA
Ludovic Jacques's CIBC World Markets Experience May 2012 - August 2012
Job Analyste actions internationales secteur de la consommation (Caisse de dépôt et placement du Québec)
Industry Investment Management
Experience
Caisse de dépôt et placement du Québec July 2013 - Present
Caisse de dépôt et placement du Québec September 2012 - April 2013
CIBC World Markets May 2012 - August 2012
Caisse de dépôt et placement du Québec May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Excel, Bloomberg, Equities, Portfolio Management, Investments, Microsoft Excel, Microsoft Office, Corporate Finance
Education
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance
Collège André-Grasset 2008 — 2010
Administration
Caisse de dépôt et placement du Québec July 2013 - Present
Caisse de dépôt et placement du Québec September 2012 - April 2013
CIBC World Markets May 2012 - August 2012
Caisse de dépôt et placement du Québec May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Excel, Bloomberg, Equities, Portfolio Management, Investments, Microsoft Excel, Microsoft Office, Corporate Finance
Education
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance
Collège André-Grasset 2008 — 2010
Administration
Henry Kirn Henry Kirn's CIBC World Markets Experience 2000 - 2000
Job Equity Research Analyst at Société Générale
Industry Financial Services
Experience
UBS March 2007 - November 2012
Lehman Brothers 2003 - 2007
Lehman Brothers 2001 - 2003
CIBC World Markets 2000 - 2000
SEI Investments 1997 - 1999
Deloitte & Touche 1993 - 1997
Skills
Hedge Funds, Equity Research, Capital Markets, Investment Banking, Fixed Income, Equities, Alternative Investments, Derivatives, Bloomberg, Valuation, Emerging Markets, Private Equity, Financial Modeling, High Yield, Financial Markets, DCF, Investments, Corporate Finance, Investment Management, Equity Valuation, Financial Analysis
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Franklin & Marshall College 1989 — 1993
BA
UBS March 2007 - November 2012
Lehman Brothers 2003 - 2007
Lehman Brothers 2001 - 2003
CIBC World Markets 2000 - 2000
SEI Investments 1997 - 1999
Deloitte & Touche 1993 - 1997
Skills
Hedge Funds, Equity Research, Capital Markets, Investment Banking, Fixed Income, Equities, Alternative Investments, Derivatives, Bloomberg, Valuation, Emerging Markets, Private Equity, Financial Modeling, High Yield, Financial Markets, DCF, Investments, Corporate Finance, Investment Management, Equity Valuation, Financial Analysis
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Franklin & Marshall College 1989 — 1993
BA
Jimmy Dinh Jimmy Dinh's CIBC World Markets Experience May 2014 - Present
Job Mobile Payments & Digital Commerce Exec. Capital Markets Innovation. Active Angel Investor
Industry Financial Services
Experience
CIBC World Markets May 2014 - Present
President's Choice Financial October 2012 - May 2014
CIBC October 2010 - October 2012
MasterCard August 2008 - October 2010
Skills
Strategy, Strategic Partnerships, Product Management, Mobile Devices, E-commerce, Mobile Payments, Business Strategy, Mobile Commerce, Start-ups, Business Development, Payments, Entrepreneurship, NFC, Financial Services, New Business Development, Venture Capital, Payment Systems, Leadership, Cross-functional Team..., Social Commerce, Commerce, Incubation, Corporate Development, Mergers & Acquisitions, Business Alliances, Online Marketplace, Innovation, Strategic Investment, Retail Banking, Strategic Alliances, Retail, Business Model..., Angel Investing, Corporate Venture..., Strategic Leadership, Mobile Strategy, Thought Leadership, Emerging Technologies, Internet Business..., Cloud Payments, Early-stage Startups, Strategic Negotiations, Senior Stakeholder..., Payment Industry, Executive Management, Capital Markets, Prepaid Cards, FX Trading, Remittances
Education
Ivey Business School at Western University
Master of Business Administration (MBA)
Concordia University
Bachelor of Engineering (BEng), Computer Engineering
CIBC World Markets May 2014 - Present
President's Choice Financial October 2012 - May 2014
CIBC October 2010 - October 2012
MasterCard August 2008 - October 2010
Skills
Strategy, Strategic Partnerships, Product Management, Mobile Devices, E-commerce, Mobile Payments, Business Strategy, Mobile Commerce, Start-ups, Business Development, Payments, Entrepreneurship, NFC, Financial Services, New Business Development, Venture Capital, Payment Systems, Leadership, Cross-functional Team..., Social Commerce, Commerce, Incubation, Corporate Development, Mergers & Acquisitions, Business Alliances, Online Marketplace, Innovation, Strategic Investment, Retail Banking, Strategic Alliances, Retail, Business Model..., Angel Investing, Corporate Venture..., Strategic Leadership, Mobile Strategy, Thought Leadership, Emerging Technologies, Internet Business..., Cloud Payments, Early-stage Startups, Strategic Negotiations, Senior Stakeholder..., Payment Industry, Executive Management, Capital Markets, Prepaid Cards, FX Trading, Remittances
Education
Ivey Business School at Western University
Master of Business Administration (MBA)
Concordia University
Bachelor of Engineering (BEng), Computer Engineering
Jialiang George Liu Jialiang George Liu's CIBC World Markets Experience February 2010 - Present
Job Finance Professional
Industry Capital Markets
Experience
CIBC World Markets February 2010 - Present
UTC (Glory Rabbit Investment Ltd.) May 2010 - Present
CIBC May 2007 - February 2010
Skills
Derivatives, Capital Markets, Equities, Private Equity, Portfolio Management, Trading, Asset Management, Financial Modeling, Asset Managment, Bloomberg, Valuation, Financial Analysis, Fixed Income, Quantitative Finance, Investment Banking, Financial Engineering, Structured Products, Equity Research, Financial Risk, Options, Finance, Hedge Funds, Strategy, Market Risk, Equity Derivatives
Education
EDHEC Business School 2010 — 2013
Ph.D, Finance
Columbia Engineering 2008 — 2010
Master of Science Operation Research, Method in Finance
University of Toronto - Rotman School of Management 2008 — 2010
Master of Finance, Finance
Queen's University 2004 — 2008
Bachelor of Science, Computer Engineering
Queen's University 2004 — 2007
Bachelor of Arts Hon., Applied Economics
CIBC World Markets February 2010 - Present
UTC (Glory Rabbit Investment Ltd.) May 2010 - Present
CIBC May 2007 - February 2010
Skills
Derivatives, Capital Markets, Equities, Private Equity, Portfolio Management, Trading, Asset Management, Financial Modeling, Asset Managment, Bloomberg, Valuation, Financial Analysis, Fixed Income, Quantitative Finance, Investment Banking, Financial Engineering, Structured Products, Equity Research, Financial Risk, Options, Finance, Hedge Funds, Strategy, Market Risk, Equity Derivatives
Education
EDHEC Business School 2010 — 2013
Ph.D, Finance
Columbia Engineering 2008 — 2010
Master of Science Operation Research, Method in Finance
University of Toronto - Rotman School of Management 2008 — 2010
Master of Finance, Finance
Queen's University 2004 — 2008
Bachelor of Science, Computer Engineering
Queen's University 2004 — 2007
Bachelor of Arts Hon., Applied Economics
Patti Janowiak Patti Janowiak's CIBC World Markets Experience August 2004 - October 2010
Job GE Captial
Industry Banking
Experience
GE Capital December 2010 - Present
CIBC World Markets August 2004 - October 2010
American Chartered Bank December 2001 - August 2004
American Chartered Bank December 1999 - December 2001
The First National Bank of Chicago/Bank One January 1999 - December 1999
The First National Bank of Chicago/American National/Bank One September 1995 - January 1999
The First National Bank of Chicago/American National/Bank One September 1994 - September 1995
The First National Bank of Chicago/American National/Bank One November 1990 - September 1994
Skills
Loans
Education
Lewis University
Student, Organizational Leadership, General
College of DuPage 1994 — 1997
Associates, General
GE Capital December 2010 - Present
CIBC World Markets August 2004 - October 2010
American Chartered Bank December 2001 - August 2004
American Chartered Bank December 1999 - December 2001
The First National Bank of Chicago/Bank One January 1999 - December 1999
The First National Bank of Chicago/American National/Bank One September 1995 - January 1999
The First National Bank of Chicago/American National/Bank One September 1994 - September 1995
The First National Bank of Chicago/American National/Bank One November 1990 - September 1994
Skills
Loans
Education
Lewis University
Student, Organizational Leadership, General
College of DuPage 1994 — 1997
Associates, General
David Bergerson's CIBC World Markets Experience September 1998 - December 2007
Job Institutional Sales SSR (Sector & Sovereign Research)
Industry Research
Experience
SSR LLC April 2013 - Present
Hedgeye Risk Management, LLC February 2010 - March 2013
Third Party Marketing August 2008 - January 2010
CIBC World Markets September 1998 - December 2007
Skills
Equities, Risk Management, Hedge Funds, Equity Research, Private Equity, Research Sales, Venture Capital, Fixed Income, Due Diligence, Corporate Finance, Portfolio Management, Investments, Trading, Commodity, Alternative Investments, Equity Derivatives, Financial Services, Financial Risk, Research
Education
New York University - Leonard N. Stern School of Business
MBA, Finance / Marketing
Colgate University
BA, Economics
Blake
High School Diploma
SSR LLC April 2013 - Present
Hedgeye Risk Management, LLC February 2010 - March 2013
Third Party Marketing August 2008 - January 2010
CIBC World Markets September 1998 - December 2007
Skills
Equities, Risk Management, Hedge Funds, Equity Research, Private Equity, Research Sales, Venture Capital, Fixed Income, Due Diligence, Corporate Finance, Portfolio Management, Investments, Trading, Commodity, Alternative Investments, Equity Derivatives, Financial Services, Financial Risk, Research
Education
New York University - Leonard N. Stern School of Business
MBA, Finance / Marketing
Colgate University
BA, Economics
Blake
High School Diploma
Philippe Boivin Philippe Boivin's CIBC World Markets Experience January 2015 - Present
Job Director at CIBC World Markets
Industry Banking
Experience
CIBC World Markets January 2015 - Present
CIBC World Markets January 2012 - December 2014
CIBC World Markets June 2010 - December 2011
CIBC World Markets October 2007 - June 2010
Education
Concordia University
Master of Business Administration (MBA)
Université de Montréal - HEC Montréal
Bachelor of Business Administration
CIBC World Markets January 2015 - Present
CIBC World Markets January 2012 - December 2014
CIBC World Markets June 2010 - December 2011
CIBC World Markets October 2007 - June 2010
Education
Concordia University
Master of Business Administration (MBA)
Université de Montréal - HEC Montréal
Bachelor of Business Administration
Victor Lloyd Smith Victor Lloyd Smith's CIBC World Markets Experience March 2002 - March 2005
Job Consultant & Author
Industry Financial Services
Experience
Perficient Inc. / ForwardThink Group November 2009 - Present
Millennium Lyon Asset Management August 2007 - November 2009
Bear Stearns April 2005 - October 2007
CIBC World Markets March 2002 - March 2005
Merrill Lynch August 1999 - March 2002
Skills
Investment Banking, Derivatives, Financial Services, Trading Systems, Options, Credit Derivatives, Financial Analysis, Capital Markets, Trading, Structured Products, Mergers, Prime Brokerage, Risk Management, Strategy, Integration, Project Management, Mergers & Acquisitions, Equity Derivatives, Business Strategy, Fixed Income, Business Process, Start-ups, Management, PMO, Financial Modeling, Asset Management, Investment Management
Education
NYU Polytechnic University 2001 — 2003
MS, Technology Management
Columbia University in the City of New York 1991 — 1995
BA, Economics
Prep for Prep
Perficient Inc. / ForwardThink Group November 2009 - Present
Millennium Lyon Asset Management August 2007 - November 2009
Bear Stearns April 2005 - October 2007
CIBC World Markets March 2002 - March 2005
Merrill Lynch August 1999 - March 2002
Skills
Investment Banking, Derivatives, Financial Services, Trading Systems, Options, Credit Derivatives, Financial Analysis, Capital Markets, Trading, Structured Products, Mergers, Prime Brokerage, Risk Management, Strategy, Integration, Project Management, Mergers & Acquisitions, Equity Derivatives, Business Strategy, Fixed Income, Business Process, Start-ups, Management, PMO, Financial Modeling, Asset Management, Investment Management
Education
NYU Polytechnic University 2001 — 2003
MS, Technology Management
Columbia University in the City of New York 1991 — 1995
BA, Economics
Prep for Prep
Robert Koenig Robert Koenig's CIBC World Markets Experience September 2002 - February 2006
Job Director Project Management at Arxis Capital
Industry Financial Services
Experience
Arxis Capital July 2014 - Present
KCG Holdings, Inc. January 2009 - June 2014
Deutsche Bank February 2006 - June 2008
CIBC World Markets September 2002 - February 2006
Goldman Sachs March 1998 - November 2001
Bankers Trust February 1997 - March 1998
JP Morgan July 1991 - February 1997
Skills
Vendor Management, Emerging Markets, Equities, Business Analysis, Securities, Prime Brokerage, Program Management, settlements, Securities Lending, Strategy, Management, Financial Services, Settlement, Middle Office, Financial Markets, Change Management, Trading Systems, Fixed Income, Capital Markets
Education
Cornell University 1987 — 1991
BS
Livingston High School 1983 — 1987
Arxis Capital July 2014 - Present
KCG Holdings, Inc. January 2009 - June 2014
Deutsche Bank February 2006 - June 2008
CIBC World Markets September 2002 - February 2006
Goldman Sachs March 1998 - November 2001
Bankers Trust February 1997 - March 1998
JP Morgan July 1991 - February 1997
Skills
Vendor Management, Emerging Markets, Equities, Business Analysis, Securities, Prime Brokerage, Program Management, settlements, Securities Lending, Strategy, Management, Financial Services, Settlement, Middle Office, Financial Markets, Change Management, Trading Systems, Fixed Income, Capital Markets
Education
Cornell University 1987 — 1991
BS
Livingston High School 1983 — 1987
Ethan Fanshel Ethan Fanshel's CIBC World Markets Experience 1996 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
RBC Capital Markets 2005 - 2008
Piper Jaffray 2002 - 2005
Robertson Stephens and Co. 1999 - 2002
CIBC World Markets 1996 - 1999
Dillon Read Capital Management 1989 - 1996
Mabon Nugent and Co. 1982 - 1989
Skills
Portfolio Management, Investment Banking, Series 63, Trading, Derivatives, Hedge Funds, Options, Bonds, Securities, Alternative Investments, Equities
Education
Columbia University in the City of New York
RBC Capital Markets 2005 - 2008
Piper Jaffray 2002 - 2005
Robertson Stephens and Co. 1999 - 2002
CIBC World Markets 1996 - 1999
Dillon Read Capital Management 1989 - 1996
Mabon Nugent and Co. 1982 - 1989
Skills
Portfolio Management, Investment Banking, Series 63, Trading, Derivatives, Hedge Funds, Options, Bonds, Securities, Alternative Investments, Equities
Education
Columbia University in the City of New York
Scott Wolfgang's CIBC World Markets Experience 2002 - 2003
Job Quotidian Ventures
Industry Venture Capital & Private Equity
Experience
Quotidian Ventures April 2013 - Present
Hootsuite December 2009 - April 2013
Hearst June 2006 - April 2013
Miso December 2010 - March 2013
Savored, Inc. December 2010 - September 2012
TurnHere Internet Video February 2008 - August 2012
Double Fusion 2007 - 2010
Thomas Weisel Partners 2003 - 2006
CIBC World Markets 2002 - 2003
International Creative Management (ICM) 1996 - 1999
Skills
Local Marketing, Freemium, SaaS, Social Media, Entrepreneurship, Venture Capital, Strategy, Product Management, Customer Acquisition, Marketing Strategy, Start-ups, Strategic Partnerships, New Media, Digital Media, Marketing, E-commerce, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Haverford College 1992 — 1996
BA
Hackley School 1985 — 1992
Quotidian Ventures April 2013 - Present
Hootsuite December 2009 - April 2013
Hearst June 2006 - April 2013
Miso December 2010 - March 2013
Savored, Inc. December 2010 - September 2012
TurnHere Internet Video February 2008 - August 2012
Double Fusion 2007 - 2010
Thomas Weisel Partners 2003 - 2006
CIBC World Markets 2002 - 2003
International Creative Management (ICM) 1996 - 1999
Skills
Local Marketing, Freemium, SaaS, Social Media, Entrepreneurship, Venture Capital, Strategy, Product Management, Customer Acquisition, Marketing Strategy, Start-ups, Strategic Partnerships, New Media, Digital Media, Marketing, E-commerce, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Haverford College 1992 — 1996
BA
Hackley School 1985 — 1992
Sary Amatoury's CIBC World Markets Experience July 2012 - May 2013
Job Private Equity at 3i
Industry Venture Capital & Private Equity
Experience
Bain & Company 2014 - 2014
CIBC World Markets July 2012 - May 2013
CIBC World Markets August 2009 - July 2012
Morgan Stanley May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Corporate Finance, LBO, Capital Markets, DCF, Equities, Financial Analysis, Private Equity, Equity Research, Fixed Income, M&A experience, Leveraged Finance, Due Diligence, Emerging Markets, Financial Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London Business School 2014 — 2014
Master of Business Administration (MBA)
McGill University 2005 — 2009
Bachelor of Engineering, Electrical Engineering, 3.9/4.0
Bain & Company 2014 - 2014
CIBC World Markets July 2012 - May 2013
CIBC World Markets August 2009 - July 2012
Morgan Stanley May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Corporate Finance, LBO, Capital Markets, DCF, Equities, Financial Analysis, Private Equity, Equity Research, Fixed Income, M&A experience, Leveraged Finance, Due Diligence, Emerging Markets, Financial Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London Business School 2014 — 2014
Master of Business Administration (MBA)
McGill University 2005 — 2009
Bachelor of Engineering, Electrical Engineering, 3.9/4.0
Gilbert Ong's CIBC World Markets Experience January 2006 - May 2007
Job
Industry Capital Markets
Experience
MSCI April 2011 - Present
Platinum Partners Value Arbitrage October 2009 - April 2011
CIBC World Markets January 2006 - May 2007
Fitch Ratings February 2004 - December 2005
OCBC Asset Management September 2003 - February 2004
UOB Asset Management September 2002 - August 2003
Salomon Smith Barney July 1999 - September 2001
Singapore Armed Forces 1993 - 1996
Skills
Equities, Structuring, Equity Derivatives, Credit Analysis, Capital Markets, Hedge Funds, Credit, FX, Commodities, Credit Derivatives, Origination, Valuation, Structured Products, Structured Finance, Debt, Options, Trading, Asset Management, Securitization, Mezzanine, Portfolio Management, Volatility, Exotic Derivatives, Equity Trading, Leveraged Finance, Bloomberg, FX Options, Arbitrage, Investments, Financial Markets, Trading Systems, Derivatives, Securities, RiskMetrics, Risk Management, Financial Structuring, Quantitative Finance, Alternative Investments, Emerging Markets, Commodity, Fixed Income, Credit Risk, Fund Of Funds, CDO, Market Risk, Mutual Funds, Finance, Investment Banking, Interest Rate..., Hedging
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
CFA Institute
CFA
Columbia University in the City of New York 2001 — 2002
MA
Nanyang Technological University 1996 — 1999
BAcc
Informatics Computer School / Oxford University Delegacy of Local Exams 1994 — 1996
Advanced Diploma (Part Time)
Victoria Junior College 1992 — 1993
GCE A Levels
St Joseph's Institution
GCE O Levels
MSCI April 2011 - Present
Platinum Partners Value Arbitrage October 2009 - April 2011
CIBC World Markets January 2006 - May 2007
Fitch Ratings February 2004 - December 2005
OCBC Asset Management September 2003 - February 2004
UOB Asset Management September 2002 - August 2003
Salomon Smith Barney July 1999 - September 2001
Singapore Armed Forces 1993 - 1996
Skills
Equities, Structuring, Equity Derivatives, Credit Analysis, Capital Markets, Hedge Funds, Credit, FX, Commodities, Credit Derivatives, Origination, Valuation, Structured Products, Structured Finance, Debt, Options, Trading, Asset Management, Securitization, Mezzanine, Portfolio Management, Volatility, Exotic Derivatives, Equity Trading, Leveraged Finance, Bloomberg, FX Options, Arbitrage, Investments, Financial Markets, Trading Systems, Derivatives, Securities, RiskMetrics, Risk Management, Financial Structuring, Quantitative Finance, Alternative Investments, Emerging Markets, Commodity, Fixed Income, Credit Risk, Fund Of Funds, CDO, Market Risk, Mutual Funds, Finance, Investment Banking, Interest Rate..., Hedging
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
CFA Institute
CFA
Columbia University in the City of New York 2001 — 2002
MA
Nanyang Technological University 1996 — 1999
BAcc
Informatics Computer School / Oxford University Delegacy of Local Exams 1994 — 1996
Advanced Diploma (Part Time)
Victoria Junior College 1992 — 1993
GCE A Levels
St Joseph's Institution
GCE O Levels
Ashima Karir's CIBC World Markets Experience December 2007 - June 2008
Job Director, Strategy and Business Planning, Consumer Solutions at Manulife Financial
Industry Insurance
Experience
Manulife Financial January 2010 - June 2015
Manulife Financial October 2008 - December 2009
CIBC World Markets December 2007 - June 2008
CIBC World Markets Inc. August 2006 - December 2007
CanDeal Inc. February 2002 - September 2005
Skills
Capital Markets, Financial Analysis, Fixed Income, Derivatives, Strategy, Equities, Valuation, Risk Management, Finance, Trading, Investments, Client Relations, Strategic Communications, Marketing Strategy, Direct to Consumer, Business Analysis, Competitive Intelligence
Education
University of Toronto - Rotman School of Management 2004 — 2006
MBA, Finance
Concordia University 1998 — 2001
BComm, Finance
Manulife Financial January 2010 - June 2015
Manulife Financial October 2008 - December 2009
CIBC World Markets December 2007 - June 2008
CIBC World Markets Inc. August 2006 - December 2007
CanDeal Inc. February 2002 - September 2005
Skills
Capital Markets, Financial Analysis, Fixed Income, Derivatives, Strategy, Equities, Valuation, Risk Management, Finance, Trading, Investments, Client Relations, Strategic Communications, Marketing Strategy, Direct to Consumer, Business Analysis, Competitive Intelligence
Education
University of Toronto - Rotman School of Management 2004 — 2006
MBA, Finance
Concordia University 1998 — 2001
BComm, Finance
Stephen Pettibone's CIBC World Markets Experience August 2001 - March 2003
Job
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. March 2012 - Present
Starwood Hotels and Resorts Worldwide, Inc. May 2007 - March 2012
Sabre Holdings, Inc. April 2005 - May 2007
Libra Securities March 2003 - March 2005
CIBC World Markets August 2001 - March 2003
Atlantic Council of the United States March 1996 - April 1999
Skills
Business Strategy, Strategic Planning, Strategy, Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Corporate Development, Corporate Finance, Financial Analysis, Investor Relations, Mergers
Education
Columbia Business School 1999 — 2001
MBA
Middlebury College 1991 — 1995
BA, Political Science, German
Collegiate
Starwood Hotels & Resorts Worldwide, Inc. March 2012 - Present
Starwood Hotels and Resorts Worldwide, Inc. May 2007 - March 2012
Sabre Holdings, Inc. April 2005 - May 2007
Libra Securities March 2003 - March 2005
CIBC World Markets August 2001 - March 2003
Atlantic Council of the United States March 1996 - April 1999
Skills
Business Strategy, Strategic Planning, Strategy, Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Corporate Development, Corporate Finance, Financial Analysis, Investor Relations, Mergers
Education
Columbia Business School 1999 — 2001
MBA
Middlebury College 1991 — 1995
BA, Political Science, German
Collegiate
David Glenn's CIBC World Markets Experience July 2010 - February 2014
Job
Industry Capital Markets
Experience
Providence Equity Partners March 2014 - Present
CIBC World Markets July 2010 - February 2014
National Australia Bank June 2008 - July 2010
Merrill Lynch August 2007 - June 2008
Fitch Ratings March 2004 - July 2005
Hyperion Brookfield Asset Management January 2001 - January 2004
Skills
Real Estate Finance, Capital Markets, Investments, Investment Banking, Debt, CMBS, Structured Finance
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Management
Columbia University in the City of New York 1996 — 2001
BA, Economics
Ethical Culture Fieldston School 1990 — 1996
Providence Equity Partners March 2014 - Present
CIBC World Markets July 2010 - February 2014
National Australia Bank June 2008 - July 2010
Merrill Lynch August 2007 - June 2008
Fitch Ratings March 2004 - July 2005
Hyperion Brookfield Asset Management January 2001 - January 2004
Skills
Real Estate Finance, Capital Markets, Investments, Investment Banking, Debt, CMBS, Structured Finance
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Management
Columbia University in the City of New York 1996 — 2001
BA, Economics
Ethical Culture Fieldston School 1990 — 1996
Blake Shapiro's CIBC World Markets Experience 1999 - 2001
Job VP, Elizabeth Arden Red Door Spas
Industry Hospitality
Experience
Elizabeth Arden Red Door Spas February 2004 - Present
Elizabeth Arden Red Door Spas February 2004 - April 2006
Oasis Children's Services 2002 - 2004
CIBC World Markets 1999 - 2001
Robinson-Humphrey 1994 - 1997
Skills
Negotiation, Wellness, Equity Research, Financial Analysis, Strategy, Investment Banking, Business Development, New Business Development, Marketing, Finance, Team Building, Business Strategy, Budgets, Strategic Planning, Project Planning, Marketing Strategy, Management, Retail, Forecasting
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Emory University 1990 — 1994
BA
Livingston High School 1986 — 1990
Elizabeth Arden Red Door Spas February 2004 - Present
Elizabeth Arden Red Door Spas February 2004 - April 2006
Oasis Children's Services 2002 - 2004
CIBC World Markets 1999 - 2001
Robinson-Humphrey 1994 - 1997
Skills
Negotiation, Wellness, Equity Research, Financial Analysis, Strategy, Investment Banking, Business Development, New Business Development, Marketing, Finance, Team Building, Business Strategy, Budgets, Strategic Planning, Project Planning, Marketing Strategy, Management, Retail, Forecasting
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Emory University 1990 — 1994
BA
Livingston High School 1986 — 1990
Shawn Foley's CIBC World Markets Experience June 2005 - January 2008
Job Executive Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. January 2008 - Present
CIBC World Markets June 2005 - January 2008
Omgeo October 1998 - June 2005
Skills
Equities, Settlements, Fixed Income, Data Management, Oasys, Alert, Post trade transaction..., AML
Education
Pace University - Lubin School of Business 2002 — 2006
MBA, Finance
Colgate University 1992 — 1996
Bachelor of Arts (BA), Economics and Political Science
Oppenheimer & Co. January 2008 - Present
CIBC World Markets June 2005 - January 2008
Omgeo October 1998 - June 2005
Skills
Equities, Settlements, Fixed Income, Data Management, Oasys, Alert, Post trade transaction..., AML
Education
Pace University - Lubin School of Business 2002 — 2006
MBA, Finance
Colgate University 1992 — 1996
Bachelor of Arts (BA), Economics and Political Science
Bill Gassman's CIBC World Markets Experience 2001 - 2005
Job Executive Director at Morgan Stanley Credit Partners
Industry Financial Services
Experience
Morgan Stanley Credit Partners October 2012 - Present
Kohlberg Capital Corporation May 2011 - October 2012
Falcon Investment Advisors 2006 - May 2011
UBS Investment Bank January 2005 - March 2006
CIBC World Markets 2001 - 2005
OSG 1996 - 1999
Skills
LBO, Finance, Mezzanine, Recapitalizations, Growth Capital, Capital, Acquisitions, Middle Market, Credit, Mutual Funds, Management, Private Equity, Investment Banking, Capital Markets, Valuation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Massachusetts Institute of Technology 1995 — 1996
SM, Ocean Systems Management
Webb Institute of Naval Architecture 1990 — 1994
BS, Naval Architecture
Oratory Prep 1986 — 1990
Morgan Stanley Credit Partners October 2012 - Present
Kohlberg Capital Corporation May 2011 - October 2012
Falcon Investment Advisors 2006 - May 2011
UBS Investment Bank January 2005 - March 2006
CIBC World Markets 2001 - 2005
OSG 1996 - 1999
Skills
LBO, Finance, Mezzanine, Recapitalizations, Growth Capital, Capital, Acquisitions, Middle Market, Credit, Mutual Funds, Management, Private Equity, Investment Banking, Capital Markets, Valuation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Massachusetts Institute of Technology 1995 — 1996
SM, Ocean Systems Management
Webb Institute of Naval Architecture 1990 — 1994
BS, Naval Architecture
Oratory Prep 1986 — 1990
Oona Robinson's CIBC World Markets Experience 1996 - 2005
Job Deputy CFO , Webster Bank
Industry Financial Services
Experience
Webster Bank August 2015 - Present
OneMain Financial October 2013 - July 2015
Citi September 2012 - September 2013
Citi January 2011 - September 2012
Citigroup, Student Loan Corporation June 2008 - December 2010
Citigroup March 2005 - June 2008
CIBC World Markets 1996 - 2005
Skills
Capital Markets, Securitization, Cash Management, Strategic Planning, Portfolio Management, Financial Analysis, Due Diligence, Banking, Derivatives, Treasury Management, Corporate Finance, Mergers & Acquisitions, Risk Management, Bloomberg, Treasury, Analysis, Trading
Education
Columbia University - Columbia Business School 2000 — 2001
Webster Bank August 2015 - Present
OneMain Financial October 2013 - July 2015
Citi September 2012 - September 2013
Citi January 2011 - September 2012
Citigroup, Student Loan Corporation June 2008 - December 2010
Citigroup March 2005 - June 2008
CIBC World Markets 1996 - 2005
Skills
Capital Markets, Securitization, Cash Management, Strategic Planning, Portfolio Management, Financial Analysis, Due Diligence, Banking, Derivatives, Treasury Management, Corporate Finance, Mergers & Acquisitions, Risk Management, Bloomberg, Treasury, Analysis, Trading
Education
Columbia University - Columbia Business School 2000 — 2001
Ashish Shetty's CIBC World Markets Experience July 2004 - September 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2014 - Present
Prospect Capital February 2010 - July 2013
Dimaio Ahmad Capital June 2007 - January 2009
Resurgence Asset Management October 2006 - June 2007
CIBC World Markets July 2004 - September 2006
Skills
Financial Modeling, Credit Analysis, Leveraged Finance, Financial Analysis, Valuation, High Yield, LBO, Corporate Finance, Due Diligence, Business Valuation, Debt, Industry Analysis, Portfolio Management, Credit, Equity Valuation, Buyouts, Mezzanine, Distressed Debt, Private Equity
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts, Economics-Mathematics
Phillips Academy (Andover) 1996 — 2000
Goldman Sachs 2014 - Present
Prospect Capital February 2010 - July 2013
Dimaio Ahmad Capital June 2007 - January 2009
Resurgence Asset Management October 2006 - June 2007
CIBC World Markets July 2004 - September 2006
Skills
Financial Modeling, Credit Analysis, Leveraged Finance, Financial Analysis, Valuation, High Yield, LBO, Corporate Finance, Due Diligence, Business Valuation, Debt, Industry Analysis, Portfolio Management, Credit, Equity Valuation, Buyouts, Mezzanine, Distressed Debt, Private Equity
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts, Economics-Mathematics
Phillips Academy (Andover) 1996 — 2000
David Howard's CIBC World Markets Experience May 2007 - August 2007
Job Senior Associate, CentreCourt Developments
Industry Real Estate
Experience
CentreCourt Developments Inc. October 2014 - Present
Canaccord Genuity March 2012 - October 2014
Canaccord Genuity / Genuity Capital Markets August 2009 - March 2012
Genuity Capital Markets May 2008 - August 2008
CIBC World Markets May 2007 - August 2007
Boardwalk REIT May 2006 - August 2006
Education
Queen's University 2005 — 2009
Bachelor of Commerce (Honours)
Copenhagen Business School
Bachelor of Commerce (B.Com.)
CentreCourt Developments Inc. October 2014 - Present
Canaccord Genuity March 2012 - October 2014
Canaccord Genuity / Genuity Capital Markets August 2009 - March 2012
Genuity Capital Markets May 2008 - August 2008
CIBC World Markets May 2007 - August 2007
Boardwalk REIT May 2006 - August 2006
Education
Queen's University 2005 — 2009
Bachelor of Commerce (Honours)
Copenhagen Business School
Bachelor of Commerce (B.Com.)
Eric Jemetz, CFA's CIBC World Markets Experience July 1996 - October 1999
Job Investment Solutions Executive at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial August 2013 - Present
Daiwa Asset Management January 2010 - October 2011
Tuor Investment Management December 2008 - December 2009
Rockefeller & Co. March 2004 - September 2008
New Amsterdam Partners March 2000 - February 2004
CIBC World Markets July 1996 - October 1999
Renault Automotive 1995 - 1996
Renault Automotive 1995 - 1996
Butterfield & Robinson 1992 - 1992
Skills
Equities, Equity Research, Hedge Funds, Portfolio Management, Investments, Asset Managment, Valuation, Equity Valuation, Financial Modeling, Bloomberg, Fixed Income, Private Equity, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2005 — 2005
Value Investing Seminar, Finance
York University 1993 — 1996
International MBA, International Finance
Wilfrid Laurier University 1986 — 1990
Honours BBA, Finance, Geography
St. Andrew's College
Sun Life Financial August 2013 - Present
Daiwa Asset Management January 2010 - October 2011
Tuor Investment Management December 2008 - December 2009
Rockefeller & Co. March 2004 - September 2008
New Amsterdam Partners March 2000 - February 2004
CIBC World Markets July 1996 - October 1999
Renault Automotive 1995 - 1996
Renault Automotive 1995 - 1996
Butterfield & Robinson 1992 - 1992
Skills
Equities, Equity Research, Hedge Funds, Portfolio Management, Investments, Asset Managment, Valuation, Equity Valuation, Financial Modeling, Bloomberg, Fixed Income, Private Equity, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2005 — 2005
Value Investing Seminar, Finance
York University 1993 — 1996
International MBA, International Finance
Wilfrid Laurier University 1986 — 1990
Honours BBA, Finance, Geography
St. Andrew's College
Aaron Kramer's CIBC World Markets Experience June 2007 - September 2007
Job Agriculture/Soft Commodity Analyst, Elliott Associates
Industry Financial Services
Experience
NY Based Investment Firm September 2009 - Present
CIBC World Markets June 2007 - September 2007
Office of the Vice President of the United States February 2005 - March 2006
Office of the Vice President of the United States February 2004 - February 2005
Office of the Vice President of the United States October 2003 - February 2004
Education
Princeton University 2007 — 2009
MPA, International Relations
Columbia University - Columbia Business School 2006 — 2009
MBA, Finance and Economics
Union College 1999 — 2003
B.A., History
Friends Seminary
NY Based Investment Firm September 2009 - Present
CIBC World Markets June 2007 - September 2007
Office of the Vice President of the United States February 2005 - March 2006
Office of the Vice President of the United States February 2004 - February 2005
Office of the Vice President of the United States October 2003 - February 2004
Education
Princeton University 2007 — 2009
MPA, International Relations
Columbia University - Columbia Business School 2006 — 2009
MBA, Finance and Economics
Union College 1999 — 2003
B.A., History
Friends Seminary
Daniel Lee, CFA's CIBC World Markets Experience July 2004 - June 2006
Job Associate at Cordova, Smart & Williams
Industry Financial Services
Experience
Private, Multi-Unit Retail Wine & Spirits Business February 2010 - Present
Cordova, Smart & Williams July 2006 - January 2010
CIBC World Markets July 2004 - June 2006
GreenPoint Financial July 2003 - June 2004
Skills
Value Investing, Financial Modeling, Mergers, Fundamental Analysis, LBO, Financial Accounting, Financial Reporting, Growth Capital, Retail, Valuation, Equity Research, Trading, Corporate Finance, Venture Capital, Private Equity, Hedge Funds
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor's degree, Accounting and Finance
Private, Multi-Unit Retail Wine & Spirits Business February 2010 - Present
Cordova, Smart & Williams July 2006 - January 2010
CIBC World Markets July 2004 - June 2006
GreenPoint Financial July 2003 - June 2004
Skills
Value Investing, Financial Modeling, Mergers, Fundamental Analysis, LBO, Financial Accounting, Financial Reporting, Growth Capital, Retail, Valuation, Equity Research, Trading, Corporate Finance, Venture Capital, Private Equity, Hedge Funds
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor's degree, Accounting and Finance
Victor Tewari, PMP's CIBC World Markets Experience September 1999 - April 2009
Job Senior Technology Officer Head of Client LifeCycle Management Technology
Industry Financial Services
Experience
BMO Capital Markets June 2014 - Present
Nomura Securities November 2011 - April 2014
Nomura Securities September 2009 - March 2012
CIBC World Markets September 1999 - April 2009
The Dreyfus Corporation 1997 - 1999
Moore Capital Management 1997 - 1997
Paine Webber 1994 - 1997
Skills
Equities, Options, Trading, Fixed Income, SDLC, Trading Systems, Back Office, IT Management, IT Strategy, SQL, Strategic Planning, Process Improvement, ITIL, Team Building, Java, Risk Management, Market Data, Capital Markets, Sybase, Hedge Funds, Enterprise Architecture, Data Warehousing, Vendor Management
Education
The College of New Jersey (once known as Trenton State College)
Bachelor of Science (B.S.), Computer Science & Mathematics
Columbia University in the City of New York 1997 — 1997
School of continuing education, Advanced Java programming for C++ programmers, A
New York University
Advanced C++ programming, Computer Science, A
BMO Capital Markets June 2014 - Present
Nomura Securities November 2011 - April 2014
Nomura Securities September 2009 - March 2012
CIBC World Markets September 1999 - April 2009
The Dreyfus Corporation 1997 - 1999
Moore Capital Management 1997 - 1997
Paine Webber 1994 - 1997
Skills
Equities, Options, Trading, Fixed Income, SDLC, Trading Systems, Back Office, IT Management, IT Strategy, SQL, Strategic Planning, Process Improvement, ITIL, Team Building, Java, Risk Management, Market Data, Capital Markets, Sybase, Hedge Funds, Enterprise Architecture, Data Warehousing, Vendor Management
Education
The College of New Jersey (once known as Trenton State College)
Bachelor of Science (B.S.), Computer Science & Mathematics
Columbia University in the City of New York 1997 — 1997
School of continuing education, Advanced Java programming for C++ programmers, A
New York University
Advanced C++ programming, Computer Science, A
Tripp Blum's CIBC World Markets Experience May 2007 - August 2007
Job Research Analyst on Core Select investment team at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2011 - Present
Brown Brothers Harriman July 2008 - December 2010
CIBC World Markets May 2007 - August 2007
Compushine July 2003 - June 2006
Skills
Equity Research, Valuation, Financial Modeling, Equities, Investments, Equity Valuation, Due Diligence, Bloomberg, DCF, Asset Management, Financial Analysis, Investment Management, Mutual Funds, Investment Strategies, Securities, Financial Markets, Investor Relations, Business Valuation, Economics
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Accounting
Dartmouth College 1999 — 2003
BA, Economics
Collegiate School 1987 — 1999
Brown Brothers Harriman January 2011 - Present
Brown Brothers Harriman July 2008 - December 2010
CIBC World Markets May 2007 - August 2007
Compushine July 2003 - June 2006
Skills
Equity Research, Valuation, Financial Modeling, Equities, Investments, Equity Valuation, Due Diligence, Bloomberg, DCF, Asset Management, Financial Analysis, Investment Management, Mutual Funds, Investment Strategies, Securities, Financial Markets, Investor Relations, Business Valuation, Economics
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Accounting
Dartmouth College 1999 — 2003
BA, Economics
Collegiate School 1987 — 1999
Michael Binder's CIBC World Markets Experience August 2005 - March 2006
Job at Parallax Investment Corp
Industry Real Estate
Experience
Parallax Investment Corp September 2008 - Present
The Kilmer Group June 2008 - August 2008
CIBC World Markets Inc. March 2006 - June 2007
CIBC World Markets August 2005 - March 2006
Education
Columbia University in the City of New York 2007 — 2008
Huron University College 2001 — 2005
BA (Honors), Economics
Parallax Investment Corp September 2008 - Present
The Kilmer Group June 2008 - August 2008
CIBC World Markets Inc. March 2006 - June 2007
CIBC World Markets August 2005 - March 2006
Education
Columbia University in the City of New York 2007 — 2008
Huron University College 2001 — 2005
BA (Honors), Economics
Jose Zardoya's CIBC World Markets Experience June 2004 - January 2008
Job Managing Director at Aragon Asset Management
Industry Investment Management
Experience
Aragon Asset Management August 2012 - Present
Oppenheimer & Co. 2008 - August 2012
CIBC World Markets June 2004 - January 2008
Cowen & Company April 1999 - June 2004
Caspian Securities 1997 - 1998
Skills
Investment Banking, Investor Relations, Capital Markets, Hedge Funds, Asset Management, Fixed Income, Equities, Private Placements, Valuation, Private Equity, Series 7, Equity Capital Markets, IPO, Securities, Trading, Venture Capital, Bloomberg, Mergers & Acquisitions, Emerging Markets, Financial Modeling, Equity Trading, Portfolio Management, LBO, Alternative Investments, Investments, Series 63, Equity Valuation
Education
Columbia University - Columbia Business School 1995 — 1997
University of Pennsylvania
Aragon Asset Management August 2012 - Present
Oppenheimer & Co. 2008 - August 2012
CIBC World Markets June 2004 - January 2008
Cowen & Company April 1999 - June 2004
Caspian Securities 1997 - 1998
Skills
Investment Banking, Investor Relations, Capital Markets, Hedge Funds, Asset Management, Fixed Income, Equities, Private Placements, Valuation, Private Equity, Series 7, Equity Capital Markets, IPO, Securities, Trading, Venture Capital, Bloomberg, Mergers & Acquisitions, Emerging Markets, Financial Modeling, Equity Trading, Portfolio Management, LBO, Alternative Investments, Investments, Series 63, Equity Valuation
Education
Columbia University - Columbia Business School 1995 — 1997
University of Pennsylvania
Suzanne Rocheleau MBA's CIBC World Markets Experience October 1997 - March 2002
Job at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald April 2010 - Present
Bear Stearns/JP Morgan March 2005 - February 2009
CIBC World Markets October 1997 - March 2002
Skills
Mutual Funds, Investment Banking, Portfolio Management, Series 7, Mergers, Financial Services, Capital Markets, Equities, Financial Modeling, Bloomberg, Investments, Corporate Finance, Financial Analysis, Banking, Valuation, Wealth Management, Fixed Income, Credit Analysis, Series 63, Risk Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2013 — 2013
Personal Leadership
Pace University - Lubin School of Business 2005 — 2007
MBA, Financial Management
Northeastern University 1984 — 1989
BS, Economoics
Cantor Fitzgerald April 2010 - Present
Bear Stearns/JP Morgan March 2005 - February 2009
CIBC World Markets October 1997 - March 2002
Skills
Mutual Funds, Investment Banking, Portfolio Management, Series 7, Mergers, Financial Services, Capital Markets, Equities, Financial Modeling, Bloomberg, Investments, Corporate Finance, Financial Analysis, Banking, Valuation, Wealth Management, Fixed Income, Credit Analysis, Series 63, Risk Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2013 — 2013
Personal Leadership
Pace University - Lubin School of Business 2005 — 2007
MBA, Financial Management
Northeastern University 1984 — 1989
BS, Economoics
Jason Winsten's CIBC World Markets Experience July 2005 - July 2007
Job Principal at RUBICON technology partners
Industry Financial Services
Experience
RUBICON technology partners January 2013 - Present
Court Square Capital Partners August 2007 - 2011
CIBC World Markets July 2005 - July 2007
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Penn State University 2001 — 2005
Bachelor of Science (BS), Finance
RUBICON technology partners January 2013 - Present
Court Square Capital Partners August 2007 - 2011
CIBC World Markets July 2005 - July 2007
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Penn State University 2001 — 2005
Bachelor of Science (BS), Finance
Vanessa Green's CIBC World Markets Experience 2005 - 2008
Job Healthcare M&A
Industry Medical Devices
Experience
Quest Diagnostics October 2009 - Present
CIBC World Markets 2005 - 2008
Cain Brothers 2004 - 2005
Harris Nesbitt Gerard 2001 - 2004
UBS 1999 - 2001
UBS Investment Bank 1999 - 2000
Salomon Smith Barney 1995 - 1999
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Tufts University 1985 — 1989
BA, Political Science
Quest Diagnostics October 2009 - Present
CIBC World Markets 2005 - 2008
Cain Brothers 2004 - 2005
Harris Nesbitt Gerard 2001 - 2004
UBS 1999 - 2001
UBS Investment Bank 1999 - 2000
Salomon Smith Barney 1995 - 1999
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Tufts University 1985 — 1989
BA, Political Science
Robert Gaynor's CIBC World Markets Experience 2005 - Present
Job Managing Director at CIBC Oppenheimer
Industry Investment Banking
Experience
CIBC World Markets 2005 - Present
Education
Columbia University - Columbia Business School 1992 — 1994
Washington University in St. Louis 1984 — 1988
BS, Business
CIBC World Markets 2005 - Present
Education
Columbia University - Columbia Business School 1992 — 1994
Washington University in St. Louis 1984 — 1988
BS, Business
James Deitzer, CFA's CIBC World Markets Experience June 2006 - May 2007
Job Investment Analyst
Industry Capital Markets
Experience
Parkwood Corporation May 2011 - April 2012
RBC Capital Markets March 2010 - April 2011
FTN Equity Capital Markets June 2007 - March 2010
CIBC World Markets June 2006 - May 2007
Education
Columbia University in the City of New York 2005 — 2007
MA, Bioinformatics
University of Pittsburgh 1998 — 2002
BS, Bioengineering
Parkwood Corporation May 2011 - April 2012
RBC Capital Markets March 2010 - April 2011
FTN Equity Capital Markets June 2007 - March 2010
CIBC World Markets June 2006 - May 2007
Education
Columbia University in the City of New York 2005 — 2007
MA, Bioinformatics
University of Pittsburgh 1998 — 2002
BS, Bioengineering
Philippe Froundjian's CIBC World Markets Experience January 1999 - Present
Job Executive Director, MidMarket Investment Banking at CIBC
Industry Investment Banking
Experience
CIBC World Markets January 1999 - Present
BCA Research August 1998 - January 1999
Skills
Investment Banking, Corporate Finance, Mergers, Private Equity, Private Placements, Debt, Financial Modeling, Mergers & Acquisitions, Strategy, Divestitures, Capital, Equities
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst
Concordia University 1995 — 1998
Bachelor of Commerce with Distinction, Major Finance, Minor Accounting
CIBC World Markets January 1999 - Present
BCA Research August 1998 - January 1999
Skills
Investment Banking, Corporate Finance, Mergers, Private Equity, Private Placements, Debt, Financial Modeling, Mergers & Acquisitions, Strategy, Divestitures, Capital, Equities
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst
Concordia University 1995 — 1998
Bachelor of Commerce with Distinction, Major Finance, Minor Accounting
Rudy Minar's CIBC World Markets Experience 1998 - 2003
Job Partner at America's Growth Capital
Industry Investment Banking
Experience
America's Growth Capital September 2004 - Present
CIBC World Markets 1998 - 2003
CIBC Oppenheimer 1998 - 2002
CIBC 1997 - 2002
Oppenheimer & Co. 1996 - 1997
Skills
Private Equity, Financial Analysis, Mergers & Acquisitions, Investment Banking, Venture Capital, Corporate Development
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, International Affairs (Business)
Worcester Polytechnic Institute 1984 — 1988
St Pancras
America's Growth Capital September 2004 - Present
CIBC World Markets 1998 - 2003
CIBC Oppenheimer 1998 - 2002
CIBC 1997 - 2002
Oppenheimer & Co. 1996 - 1997
Skills
Private Equity, Financial Analysis, Mergers & Acquisitions, Investment Banking, Venture Capital, Corporate Development
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, International Affairs (Business)
Worcester Polytechnic Institute 1984 — 1988
St Pancras
Dev Kapoor's CIBC World Markets Experience October 2006 - January 2008
Job Senior Manager, Mergers & Acquisitions at HARMAN International
Industry Capital Markets
Experience
HARMAN International April 2013 - Present
Citigroup February 2010 - April 2013
Oppenheimer & Co. January 2008 - April 2008
CIBC World Markets October 2006 - January 2008
Ernst & Young 2004 - 2006
Skills
Mergers & Acquisitions, Corporate Development, Valuation, Strategy, Financial Modeling, DCF, LBO, Equity Valuation, Equity Research, Equities, Capital Markets, Investment Banking, Bloomberg, Fixed Income, Sell Side
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Lehigh University
M.S.
Drexel University - LeBow College of Business
B.S.
HARMAN International April 2013 - Present
Citigroup February 2010 - April 2013
Oppenheimer & Co. January 2008 - April 2008
CIBC World Markets October 2006 - January 2008
Ernst & Young 2004 - 2006
Skills
Mergers & Acquisitions, Corporate Development, Valuation, Strategy, Financial Modeling, DCF, LBO, Equity Valuation, Equity Research, Equities, Capital Markets, Investment Banking, Bloomberg, Fixed Income, Sell Side
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Lehigh University
M.S.
Drexel University - LeBow College of Business
B.S.
Durc Savini's CIBC World Markets Experience November 1990 - September 1996
Job Managing Director at Miller Buckfire & Co. LLC
Industry Investment Banking
Experience
Miller Buckfire & Co. LLC AssociateBear, Stearns & Co. Inc.1997 - 1998
CIBC World Markets November 1990 - September 1996
Education
Columbia University in the City of New York 1984 — 1988
Miller Buckfire & Co. LLC AssociateBear, Stearns & Co. Inc.1997 - 1998
CIBC World Markets November 1990 - September 1996
Education
Columbia University in the City of New York 1984 — 1988
Matthew Pass's CIBC World Markets Experience January 1995 - January 1999
Job VP Financial Planning & Analysis/Controller at BrightLine LLC
Industry Publishing
Experience
BrightLine LLC April 2013 - Present
Applied Compliance Management, Inc. November 2011 - June 2013
Fairchild Fashion Media October 2010 - December 2011
Conde Nast /Teen Vogue March 2010 - August 2010
Time Inc. May 2002 - December 2009
The Museum of Modern Art January 2001 - January 2002
Omnipod, Inc. January 2000 - January 2001
Uproar.com, Inc January 1999 - January 2000
CIBC World Markets January 1995 - January 1999
Time Inc. January 1989 - January 1995
Skills
Financial Analysis, Pricing, Financial Modeling, Start-ups, PeopleSoft, Strategy, Microsoft Excel, Accounting, Finance, Analysis, Leadership, Analytics, Strategic Planning, Digital Media, Financial Reporting, Forecasting, Budgets, Management, Executive Management, Sales Management, Marketing, Online Advertising, Process Improvement, Marketing Strategy
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance/Accounting
San Diego State University 1977 — 1981
BS, Marketing
BrightLine LLC April 2013 - Present
Applied Compliance Management, Inc. November 2011 - June 2013
Fairchild Fashion Media October 2010 - December 2011
Conde Nast /Teen Vogue March 2010 - August 2010
Time Inc. May 2002 - December 2009
The Museum of Modern Art January 2001 - January 2002
Omnipod, Inc. January 2000 - January 2001
Uproar.com, Inc January 1999 - January 2000
CIBC World Markets January 1995 - January 1999
Time Inc. January 1989 - January 1995
Skills
Financial Analysis, Pricing, Financial Modeling, Start-ups, PeopleSoft, Strategy, Microsoft Excel, Accounting, Finance, Analysis, Leadership, Analytics, Strategic Planning, Digital Media, Financial Reporting, Forecasting, Budgets, Management, Executive Management, Sales Management, Marketing, Online Advertising, Process Improvement, Marketing Strategy
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance/Accounting
San Diego State University 1977 — 1981
BS, Marketing
Joseph Schafer's CIBC World Markets Experience 2000 - 2005
Job Senior Business Analyst at Van Eck Global
Industry Financial Services
Experience
Van Eck Global February 2010 - Present
CIBC World Markets 2000 - 2005
Skills
Equities, Salesforce.com, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, ETFs, Series 7, Mutual Funds, Bloomberg, Options, Trading Systems, Series 63, Asset Management
Education
Columbia University in the City of New York
MA, Statistics
Loyola University Maryland
MBA, Finance
Loyola University Maryland
BBA, Finance
Van Eck Global February 2010 - Present
CIBC World Markets 2000 - 2005
Skills
Equities, Salesforce.com, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, ETFs, Series 7, Mutual Funds, Bloomberg, Options, Trading Systems, Series 63, Asset Management
Education
Columbia University in the City of New York
MA, Statistics
Loyola University Maryland
MBA, Finance
Loyola University Maryland
BBA, Finance
Laurence Galvin's CIBC World Markets Experience 1995 - 2001
Job Managing Member at Equity Based Incentive Compensation, LLC
Industry Financial Services
Experience
Equity Based Incentive Compensation, LLC January 2005 - Present
RingsEnd Partners, LLC 2010 - Present
Sinclair & Company, LLC January 2005 - December 2014
HVB Bank 2001 - 2003
CIBC World Markets 1995 - 2001
Skills
Financial Services, Financial Analysis, Wealth Management, Venture Capital, Valuation, Corporate Finance, Strategy, Project Management, Asset Allocation, Financial Risk, Finance, Change Management, Business Analysis
Education
Columbia University - School of International and Public Affairs 1984 — 1985
Post- Graduate Special Student
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Bachelor's Degree, Business/Commerce, General
Equity Based Incentive Compensation, LLC January 2005 - Present
RingsEnd Partners, LLC 2010 - Present
Sinclair & Company, LLC January 2005 - December 2014
HVB Bank 2001 - 2003
CIBC World Markets 1995 - 2001
Skills
Financial Services, Financial Analysis, Wealth Management, Venture Capital, Valuation, Corporate Finance, Strategy, Project Management, Asset Allocation, Financial Risk, Finance, Change Management, Business Analysis
Education
Columbia University - School of International and Public Affairs 1984 — 1985
Post- Graduate Special Student
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Bachelor's Degree, Business/Commerce, General
Nicholas Powell's CIBC World Markets Experience 1995 - 1997
Job Advisor at Private Emerging Hedge Fund
Industry Financial Services
Experience
Private Emerging Hedge Fund 2009 - Present
BV! Media 2000 - 2008
Tri-Vision International 1998 - 2001
Merrill Lynch 1997 - 1999
CIBC World Markets 1995 - 1997
UBS Securities Canada 1992 - 1995
Barclays Capital 1987 - 1992
Education
Concordia University 1981 — 1985
BA, (History and Economics)
Private Emerging Hedge Fund 2009 - Present
BV! Media 2000 - 2008
Tri-Vision International 1998 - 2001
Merrill Lynch 1997 - 1999
CIBC World Markets 1995 - 1997
UBS Securities Canada 1992 - 1995
Barclays Capital 1987 - 1992
Education
Concordia University 1981 — 1985
BA, (History and Economics)
Allen Fisher's CIBC World Markets Experience 1988 - 1994
Job Managing Director Head of Healthcare Banking at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ January 2012 - Present
Citi Global Markets and Banking January 2009 - January 2011
Citi December 2004 - December 2008
Citigroup March 2001 - December 2004
citigroup September 1994 - March 2001
CIBC World Markets 1988 - 1994
Skills
Leveraged Finance, Portfolio Management, Banking, Risk Management, Syndications, Healthcare Banking, Fixed Income, Investment Banking, Capital Markets, Due Diligence, Financial Risk, Financial Structuring, Corporate Finance, Valuation, Credit Risk, Credit Analysis, Structured Finance
Education
Columbia University - Columbia Business School 1993 — 1996
MBA, Finance
Swarthmore College 1975 — 1979
BA, Pol. Science
Bank of Tokyo-Mitsubishi UFJ January 2012 - Present
Citi Global Markets and Banking January 2009 - January 2011
Citi December 2004 - December 2008
Citigroup March 2001 - December 2004
citigroup September 1994 - March 2001
CIBC World Markets 1988 - 1994
Skills
Leveraged Finance, Portfolio Management, Banking, Risk Management, Syndications, Healthcare Banking, Fixed Income, Investment Banking, Capital Markets, Due Diligence, Financial Risk, Financial Structuring, Corporate Finance, Valuation, Credit Risk, Credit Analysis, Structured Finance
Education
Columbia University - Columbia Business School 1993 — 1996
MBA, Finance
Swarthmore College 1975 — 1979
BA, Pol. Science
William Heafey's CIBC World Markets Experience October 1994 - January 2008
Job Investment Professional
Industry Investment Banking
Experience
Goldman Sachs Asset Management - Private Credit Group September 2014 - Present
BNP Paribas May 2011 - July 2014
CIBC World Markets October 1994 - January 2008
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
The Johns Hopkins University 1983 — 1987
BA, Economics
St. Ignatius/St. Brendans
Goldman Sachs Asset Management - Private Credit Group September 2014 - Present
BNP Paribas May 2011 - July 2014
CIBC World Markets October 1994 - January 2008
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
The Johns Hopkins University 1983 — 1987
BA, Economics
St. Ignatius/St. Brendans
Max Calbick's CIBC World Markets Experience September 2004 - Present
Job Executive Director at CIBC World Markets
Industry Real Estate
Experience
CIBC World Markets September 2004 - Present
Washington Mutual January 2003 - September 2004
Prudential Financial January 1998 - April 2002
The Chase Manhattan Bank October 1986 - January 1998
Skills
Structured Finance, Securitization, Loans, Financial Analysis, Credit Analysis, Credit Risk
Education
Columbia University - Columbia Business School
MBA, Finance
Occidental College
BA, International Affairs, Economics
CIBC World Markets September 2004 - Present
Washington Mutual January 2003 - September 2004
Prudential Financial January 1998 - April 2002
The Chase Manhattan Bank October 1986 - January 1998
Skills
Structured Finance, Securitization, Loans, Financial Analysis, Credit Analysis, Credit Risk
Education
Columbia University - Columbia Business School
MBA, Finance
Occidental College
BA, International Affairs, Economics
Nirupama Gunaseelan's CIBC World Markets Experience January 2010 - Present
Job Application Consultant at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets January 2010 - Present
CIBC World Markets October 2005 - December 2009
Hewlett-Packard Canada April 2004 - September 2005
Hewlett-Packard (HP-GDIC) Bangalore September 2001 - February 2004
Skills
Microsoft SQL Server, Requirements Analysis, SDLC, C#, Business Analysis, SSIS, Data Warehousing
Education
Coimbatore Institute of Technology
BSc, Computer Technology
PSG College of Technology
MSc, Computer Technology
CIBC World Markets January 2010 - Present
CIBC World Markets October 2005 - December 2009
Hewlett-Packard Canada April 2004 - September 2005
Hewlett-Packard (HP-GDIC) Bangalore September 2001 - February 2004
Skills
Microsoft SQL Server, Requirements Analysis, SDLC, C#, Business Analysis, SSIS, Data Warehousing
Education
Coimbatore Institute of Technology
BSc, Computer Technology
PSG College of Technology
MSc, Computer Technology
Katherine Bass's CIBC World Markets Experience 1995 - 2002
Job Director at SunTrust Bank
Industry Banking
Experience
SunTrust Bank June 2004 - Present
CIBC World Markets 1995 - 2002
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1977 — 1981
Finance
SunTrust Bank June 2004 - Present
CIBC World Markets 1995 - 2002
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1977 — 1981
Finance
Belinda Ghetti's CIBC World Markets Experience May 2000 - September 2001
Job Senior Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's September 2012 - Present
Standard & Poor's September 2001 - August 2012
CIBC World Markets May 2000 - September 2001
Standard & Poor's May 1997 - December 1998
Merrill Lynch May 1996 - May 1997
Skills
ABS, CDO, CLO, Securitization, Structured Finance, Credit Derivatives, MBS, CDS, Structured Products, Capital Markets, Fixed Income, Derivatives
Education
Columbia University - School of International and Public Affairs 1998 — 2000
MIA, International Banking and Finance - Economic Development
Hofstra University 1994 — 1997
BBA, Banking and Finance
Standard & Poor's September 2012 - Present
Standard & Poor's September 2001 - August 2012
CIBC World Markets May 2000 - September 2001
Standard & Poor's May 1997 - December 1998
Merrill Lynch May 1996 - May 1997
Skills
ABS, CDO, CLO, Securitization, Structured Finance, Credit Derivatives, MBS, CDS, Structured Products, Capital Markets, Fixed Income, Derivatives
Education
Columbia University - School of International and Public Affairs 1998 — 2000
MIA, International Banking and Finance - Economic Development
Hofstra University 1994 — 1997
BBA, Banking and Finance
Jonathan Forsythe, CFA's CIBC World Markets Experience July 2007 - January 2008
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank September 2015 - Present
Interventure Capital Group February 2013 - August 2015
Axiom International Investors April 2008 - December 2012
CIBC World Markets July 2007 - January 2008
Education
Colby College 2003 — 2007
Bachelor of Arts (BA), Economics
Citi Private Bank September 2015 - Present
Interventure Capital Group February 2013 - August 2015
Axiom International Investors April 2008 - December 2012
CIBC World Markets July 2007 - January 2008
Education
Colby College 2003 — 2007
Bachelor of Arts (BA), Economics
Matthew S.'s CIBC World Markets Experience 1998 - 2007
Job Founding Partner, Workwell Capital LLC
Industry Investment Management
Experience
Workwell Capital LLC February 2014 - Present
Lionheart Ventures November 2007 - December 2013
CIBC World Markets 1998 - 2007
Oppenheimer & Co. 1994 - 1998
Skills
Private Equity, Hedge Funds, Equities, Venture Capital, Alternative Investments, Private Placements, Asset Managment, Mergers & Acquisitions, M&A experience, Corporate Development, Investment Management, Equity Research, Investments, Investor Relations, Investment Strategies, Capital Markets, Due Diligence, Entrepreneurship, Business Valuation, Fund Of Funds, Capital, LBO, Growth Capital, Capital Raising, IPO, Leveraged Finance, Angel Investing, Asset Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Trinity College, Oxford University 1986 – 1986 1986 — 1986
Finance
University of Massachusetts, Amherst 1982 — 1986
BA, Liberal Arts
Workwell Capital LLC February 2014 - Present
Lionheart Ventures November 2007 - December 2013
CIBC World Markets 1998 - 2007
Oppenheimer & Co. 1994 - 1998
Skills
Private Equity, Hedge Funds, Equities, Venture Capital, Alternative Investments, Private Placements, Asset Managment, Mergers & Acquisitions, M&A experience, Corporate Development, Investment Management, Equity Research, Investments, Investor Relations, Investment Strategies, Capital Markets, Due Diligence, Entrepreneurship, Business Valuation, Fund Of Funds, Capital, LBO, Growth Capital, Capital Raising, IPO, Leveraged Finance, Angel Investing, Asset Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Trinity College, Oxford University 1986 – 1986 1986 — 1986
Finance
University of Massachusetts, Amherst 1982 — 1986
BA, Liberal Arts
Cannon Carr's CIBC World Markets Experience 1998 - 2007
Job Chief Investment Officer at CornerCap Investment Counsel
Industry Investment Management
Experience
CornerCap Investment Counsel June 2007 - Present
CIBC World Markets 1998 - 2007
Coopers & Lybrand Consulting 1994 - 1997
Skills
Investments, Portfolio Management, Management, Mutual Funds, Institutional..., Hedge Funds, Equities, Alternative Investments, Valuation, Asset Managment, Financial Modeling, Asset Management, Wealth Management, Equity Research, Asset Allocation, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
Princeton University 1985 — 1989
CornerCap Investment Counsel June 2007 - Present
CIBC World Markets 1998 - 2007
Coopers & Lybrand Consulting 1994 - 1997
Skills
Investments, Portfolio Management, Management, Mutual Funds, Institutional..., Hedge Funds, Equities, Alternative Investments, Valuation, Asset Managment, Financial Modeling, Asset Management, Wealth Management, Equity Research, Asset Allocation, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
Princeton University 1985 — 1989
Stephen Henriques's CIBC World Markets Experience June 2011 - Present
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets June 2011 - Present
Parallax Industries January 2009 - October 2011
Oppenheimer & Co. CIBC World Markets March 2006 - October 2008
Bear, Stearns & Co. Inc 2003 - 2005
Smith Barney September 2001 - September 2003
Skills
Equity Trading, Equity Derivatives, Fixed Income Trading, Compliance, Structured Products, Electronic Trading, Compliance Management, Code of Conduct, Surveillance, AML, Compliance Audits, FINRA, Internal Audit, SEC reporting, Equities, Fixed Income, Securities, Stock Loan, Hedge Funds, Financial Services, Equity Research, Financial Markets, Securities Lending, ETFs, Capital Markets, Derivatives, Market Data, Trading, Options
Education
Clark University 1986 — 1991
BA, Political Science and Economics
CIBC World Markets June 2011 - Present
Parallax Industries January 2009 - October 2011
Oppenheimer & Co. CIBC World Markets March 2006 - October 2008
Bear, Stearns & Co. Inc 2003 - 2005
Smith Barney September 2001 - September 2003
Skills
Equity Trading, Equity Derivatives, Fixed Income Trading, Compliance, Structured Products, Electronic Trading, Compliance Management, Code of Conduct, Surveillance, AML, Compliance Audits, FINRA, Internal Audit, SEC reporting, Equities, Fixed Income, Securities, Stock Loan, Hedge Funds, Financial Services, Equity Research, Financial Markets, Securities Lending, ETFs, Capital Markets, Derivatives, Market Data, Trading, Options
Education
Clark University 1986 — 1991
BA, Political Science and Economics
Valerie Corbett's CIBC World Markets Experience 1994 - 1998
Job President, IntelliGreen Partners, LLC, WBE Certified
Industry Real Estate
Experience
Intelligreen Partners, LLC October 2008 - Present
Private Real Estate Development Company 2007 - 2008
Lower Manhattan Development Corporation (LMDC) 2005 - 2006
Edison Schools Inc. 2002 - 2005
Edison Schools, Inc. 2000 - 2002
Ernst & Young, LLP 1998 - 2000
CIBC World Markets 1994 - 1998
Swiss Bank Corporation Investment Banking Inc. (now UBS) 1991 - 1994
The Chase Manhattan Bank 1979 - 1989
Skills
Energy Efficiency, Project Finance, Project Management, Budgeting, Business Strategy, Education, Program Management, Contract Negotiation, Strategic Planning, Research, Real Estate, Team Leadership, Construction, Contract Management, Budgets, Public Speaking, Green Building, Affordable Housing, Leadership, Community Outreach, Finance, Real Estate Development, Commercial Real Estate, Project Planning, Investments
Education
Building Performance Institute, Inc. 2010 — 2012
Multifamily Building Analyst; Building Analyst; Envelope Professional, Building Energy Efficiency
Green Building Certification Institute (GBCI) 2008 — 2008
LEED AP, Building Design and Construction
Steven L. Newman Real Estate Institute, Baruch College 2008 — 2008
Certificate in Real Estate, Real Estate Development
New York University 1989 — 1989
Certificate in Real Estate Finance & Development, Real Estate Finance
Columbia University in the City of New York 1977 — 1979
M.A., International Development
New York University 1971 — 1973
B.S., Education & English
Fashion Institute of Technology 1966 — 1968
Associate’s Degree, Fashion Buying and Merchandising
Intelligreen Partners, LLC October 2008 - Present
Private Real Estate Development Company 2007 - 2008
Lower Manhattan Development Corporation (LMDC) 2005 - 2006
Edison Schools Inc. 2002 - 2005
Edison Schools, Inc. 2000 - 2002
Ernst & Young, LLP 1998 - 2000
CIBC World Markets 1994 - 1998
Swiss Bank Corporation Investment Banking Inc. (now UBS) 1991 - 1994
The Chase Manhattan Bank 1979 - 1989
Skills
Energy Efficiency, Project Finance, Project Management, Budgeting, Business Strategy, Education, Program Management, Contract Negotiation, Strategic Planning, Research, Real Estate, Team Leadership, Construction, Contract Management, Budgets, Public Speaking, Green Building, Affordable Housing, Leadership, Community Outreach, Finance, Real Estate Development, Commercial Real Estate, Project Planning, Investments
Education
Building Performance Institute, Inc. 2010 — 2012
Multifamily Building Analyst; Building Analyst; Envelope Professional, Building Energy Efficiency
Green Building Certification Institute (GBCI) 2008 — 2008
LEED AP, Building Design and Construction
Steven L. Newman Real Estate Institute, Baruch College 2008 — 2008
Certificate in Real Estate, Real Estate Development
New York University 1989 — 1989
Certificate in Real Estate Finance & Development, Real Estate Finance
Columbia University in the City of New York 1977 — 1979
M.A., International Development
New York University 1971 — 1973
B.S., Education & English
Fashion Institute of Technology 1966 — 1968
Associate’s Degree, Fashion Buying and Merchandising
Patti Janowiak's CIBC World Markets Experience Second Vice PresidentAmerican Chartered Bank1999 - 2004
Job Analyst at CIBC World Markets
Industry Banking
Experience
CIBC World Markets Second Vice PresidentAmerican Chartered Bank1999 - 2004
Education
College of DuPage
Associates, General
CIBC World Markets Second Vice PresidentAmerican Chartered Bank1999 - 2004
Education
College of DuPage
Associates, General
Erin Leixner's CIBC World Markets Experience August 1998 - March 2008
Job Senior Vice President at Mizuho Corporate Bank
Industry Banking
Experience
Mizuho Corporate Bank Managing DirectorMizuho Securities USA Inc.February 2010 - Present
CIBC World Markets August 1998 - March 2008
Price Waterhouse September 1993 - August 1996
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
St. Lawrence University 1983 — 1987
BA, Political Science
Mizuho Corporate Bank Managing DirectorMizuho Securities USA Inc.February 2010 - Present
CIBC World Markets August 1998 - March 2008
Price Waterhouse September 1993 - August 1996
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
St. Lawrence University 1983 — 1987
BA, Political Science
Russ Lindsay's CIBC World Markets Experience 1979 - 1999
Job Retired at Retirement
Industry Financial Services
Experience
Retirement January 2014 - Present
Neighbourhood Information Post 1997 - 2014
Neighbourhood Information Post 1997 - 2014
Jovian Capital Corp. June 2006 - December 2013
CIBC 1991 - 1999
Wood Gundy 1991 - 1999
CIBC World Markets 1979 - 1999
Skills
Securities, Business Analysis, Financial Analysis, Capital Markets, SDLC, Risk Management, Financial Services, Fixed Income, Derivatives, Portfolio Management, Investments, Equities
Education
Concordia University 1972 — 1975
B. Comm., Accounting and Finance
Retirement January 2014 - Present
Neighbourhood Information Post 1997 - 2014
Neighbourhood Information Post 1997 - 2014
Jovian Capital Corp. June 2006 - December 2013
CIBC 1991 - 1999
Wood Gundy 1991 - 1999
CIBC World Markets 1979 - 1999
Skills
Securities, Business Analysis, Financial Analysis, Capital Markets, SDLC, Risk Management, Financial Services, Fixed Income, Derivatives, Portfolio Management, Investments, Equities
Education
Concordia University 1972 — 1975
B. Comm., Accounting and Finance
Tianhong Joy Ying's CIBC World Markets Experience April 2009 - Present
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets April 2009 - Present
Morgan Stanley May 2006 - April 2009
Merrill Lynch July 2001 - April 2006
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finace
Wellesley College 1997 — 2001
BA, Economics and Japanese
Da Tong Middle School
High School Affiliated with Fudan University
CIBC World Markets April 2009 - Present
Morgan Stanley May 2006 - April 2009
Merrill Lynch July 2001 - April 2006
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finace
Wellesley College 1997 — 2001
BA, Economics and Japanese
Da Tong Middle School
High School Affiliated with Fudan University
Mi Yong Cho's CIBC World Markets Experience 1999 - 2001
Job Head of Compensation, Benefits & Analytics
Industry Human Resources
Experience
Two Sigma Investments 2010 - Present
Credit Suisse 2009 - 2010
Merrill Lynch 2003 - 2009
CIBC World Markets 1999 - 2001
Chase Securities Inc. 1997 - 1999
Education
Columbia University - Columbia Business School
MBA
Columbia University in the City of New York
BA, Economics
Two Sigma Investments 2010 - Present
Credit Suisse 2009 - 2010
Merrill Lynch 2003 - 2009
CIBC World Markets 1999 - 2001
Chase Securities Inc. 1997 - 1999
Education
Columbia University - Columbia Business School
MBA
Columbia University in the City of New York
BA, Economics
Dan Gillies's CIBC World Markets Experience October 1999 - October 2001
Job Real Estate Professional
Industry Real Estate
Experience
Greystone Management 2012 - Present
Wentworth Group Inc 2009 - September 2012
Toll Brothers October 2002 - January 2009
CIBC World Markets October 1999 - October 2001
Burns & Roe Industrial Services Company September 1993 - September 1996
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance/Accounting
Columbia Engineering 1989 — 1993
BS, Civil Engineering
Greystone Management 2012 - Present
Wentworth Group Inc 2009 - September 2012
Toll Brothers October 2002 - January 2009
CIBC World Markets October 1999 - October 2001
Burns & Roe Industrial Services Company September 1993 - September 1996
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance/Accounting
Columbia Engineering 1989 — 1993
BS, Civil Engineering
ted tutun's CIBC World Markets Experience January 2004 - January 2007
Job md at jefferies
Industry Investment Banking
Experience
jefferies January 2007 - Present
CIBC World Markets January 2004 - January 2007
Bank of America January 2001 - January 2004
CS First Boston 1996 - 2001
Credit Suisse 1996 - 2001
Skills
Sell Side, High Yield, Special Situations, Capital Markets, Equities, Trading, Private Equity
Education
Columbia Business School 1990 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Harvard College 1982 — 1986
Bachelor's degree, American History
jefferies January 2007 - Present
CIBC World Markets January 2004 - January 2007
Bank of America January 2001 - January 2004
CS First Boston 1996 - 2001
Credit Suisse 1996 - 2001
Skills
Sell Side, High Yield, Special Situations, Capital Markets, Equities, Trading, Private Equity
Education
Columbia Business School 1990 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Harvard College 1982 — 1986
Bachelor's degree, American History
Allen Brooks's CIBC World Markets Experience March 1997 - January 2005
Job Member of the Board at Savanna Energy Services Corp.
Industry Investment Banking
Experience
Savanna Energy Services Corp. October 2009 - Present
Trican Well Service Ltd. March 2009 - Present
Pason Systems November 2007 - Present
PPHB LP March 2005 - Present
CIBC World Markets March 1997 - January 2005
Skills
Musings From the Oil..., Oilfield Service..., Private Equity, Corporate Governance, Corporate Law, Management, Energy, Mergers & Acquisitions, Financial Modeling, Business Strategy, Due Diligence, Board of Directors, Risk Management, Corporate Finance, Strategy, Financial Analysis, Executive Management, Venture Capital
Education
Cornell University 1967 — 1969
Master of Science (M.S.), Economics
The University of Connecticut 1964 — 1967
Bachelor of Arts (B.A.), Economics, With Honors
Washington & Lee University 1963 — 1964
Savanna Energy Services Corp. October 2009 - Present
Trican Well Service Ltd. March 2009 - Present
Pason Systems November 2007 - Present
PPHB LP March 2005 - Present
CIBC World Markets March 1997 - January 2005
Skills
Musings From the Oil..., Oilfield Service..., Private Equity, Corporate Governance, Corporate Law, Management, Energy, Mergers & Acquisitions, Financial Modeling, Business Strategy, Due Diligence, Board of Directors, Risk Management, Corporate Finance, Strategy, Financial Analysis, Executive Management, Venture Capital
Education
Cornell University 1967 — 1969
Master of Science (M.S.), Economics
The University of Connecticut 1964 — 1967
Bachelor of Arts (B.A.), Economics, With Honors
Washington & Lee University 1963 — 1964
Dayl Pearson's CIBC World Markets Experience March 1997 - February 2006
Job Chief Executive Officer at KCAP Financial, Inc.
Industry Financial Services
Experience
KCAP Financial, Inc. February 2006 - Present
CIBC World Markets March 1997 - February 2006
IBJ Schroder 1992 - 1997
First Fidelity Bank 1991 - 1992
The Chase Manhattan Bank August 1977 - February 1983
Skills
Private Equity, Investment Banking, Capital Markets, Valuation, Corporate Finance, LBO, Hedge Funds, Venture Capital, Leveraged Finance, Financial Modeling, Equities, Mergers & Acquisitions, Alternative Investments, Due Diligence, Investments
Education
The University of Chicago - Booth School of Business 1975 — 1977
MBA
Claremont McKenna College 1972 — 1976
BA, Economics
KCAP Financial, Inc. February 2006 - Present
CIBC World Markets March 1997 - February 2006
IBJ Schroder 1992 - 1997
First Fidelity Bank 1991 - 1992
The Chase Manhattan Bank August 1977 - February 1983
Skills
Private Equity, Investment Banking, Capital Markets, Valuation, Corporate Finance, LBO, Hedge Funds, Venture Capital, Leveraged Finance, Financial Modeling, Equities, Mergers & Acquisitions, Alternative Investments, Due Diligence, Investments
Education
The University of Chicago - Booth School of Business 1975 — 1977
MBA
Claremont McKenna College 1972 — 1976
BA, Economics
Michael S. Rulle's CIBC World Markets Experience 1994 - 1999
Job CEO of MSR Investments LLC
Industry Financial Services
Experience
MSR Investments LLC January 2008 - Present
Graham Capital Management January 2002 - December 2007
Hamilton Partners 1999 - 2002
CIBC World Markets/USA 1994 - 1999
CIBC World Markets 1994 - 1999
Lehman Brothers 1979 - 1994
Skills
Derivatives, Investments, Alternative Investments, Hedge Funds, Trading, Portfolio Management, Proprietary Trading, Commodity Markets, Options, Capital Markets, Investment Banking, Economics, Venture Capital, Corporate Finance, Start-ups, Trading Systems, Hedging, Investor Relations, Fixed Income
Education
Columbia University - Columbia Business School 1973 — 1979
MA/MBA, Political Philosophy/Finance
MSR Investments LLC January 2008 - Present
Graham Capital Management January 2002 - December 2007
Hamilton Partners 1999 - 2002
CIBC World Markets/USA 1994 - 1999
CIBC World Markets 1994 - 1999
Lehman Brothers 1979 - 1994
Skills
Derivatives, Investments, Alternative Investments, Hedge Funds, Trading, Portfolio Management, Proprietary Trading, Commodity Markets, Options, Capital Markets, Investment Banking, Economics, Venture Capital, Corporate Finance, Start-ups, Trading Systems, Hedging, Investor Relations, Fixed Income
Education
Columbia University - Columbia Business School 1973 — 1979
MA/MBA, Political Philosophy/Finance
James Chan's CIBC World Markets Experience July 2006 - December 2007
Job Mergers & Acquisitions Director
Industry Investment Banking
Experience
UBS Investment Bank September 2011 - Present
Oppenheimer & Co. January 2008 - July 2009
CIBC World Markets July 2006 - December 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Columbia University in the City of New York 2001 — 2005
B.S.
UBS Investment Bank September 2011 - Present
Oppenheimer & Co. January 2008 - July 2009
CIBC World Markets July 2006 - December 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Columbia University in the City of New York 2001 — 2005
B.S.
Nicolas Katsiyianis's CIBC World Markets Experience May 2001 - January 2005
Job Canadian Equity Sales Head U.S.A. MD
Industry Capital Markets
Experience
Canaccord Genuity Inc. June 2010 - Present
KTS Realty LLC/SKS LLP 2009 - Present
Genuity Capital Markets January 2005 - June 2010
CIBC World Markets May 2001 - January 2005
Canaccord Capital January 2000 - April 2001
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking, Equity Research, Investments, Bloomberg, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Equity Valuation, Alternative Investments, Due Diligence, Venture Capital, Derivatives, Emerging Markets, Investor Relations, Financial Markets, Corporate Governance, Finance, Mutual Funds, Management, Securities, Trading, Mergers
Education
Concordia University 1995 — 1999
BCOM, Finance
Canaccord Genuity Inc. June 2010 - Present
KTS Realty LLC/SKS LLP 2009 - Present
Genuity Capital Markets January 2005 - June 2010
CIBC World Markets May 2001 - January 2005
Canaccord Capital January 2000 - April 2001
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking, Equity Research, Investments, Bloomberg, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Equity Valuation, Alternative Investments, Due Diligence, Venture Capital, Derivatives, Emerging Markets, Investor Relations, Financial Markets, Corporate Governance, Finance, Mutual Funds, Management, Securities, Trading, Mergers
Education
Concordia University 1995 — 1999
BCOM, Finance
Louise Savoy's CIBC World Markets Experience February 1986 - April 2006
Job Facilities Management | Business Operations | Management of Staff | Project Management
Industry Retail
Experience
Transat June 2014 - Present
Pierre Moreau Avocat April 2011 - June 2014
Clinique Di Battista February 2010 - August 2012
CIBC World Markets February 1986 - April 2006
Skills
Project Management, Operations Management, Facility Relocation, Change Management, Personnel Management, Organizational...
Education
Concordia University
Bachelor of Arts (BA)
Transat June 2014 - Present
Pierre Moreau Avocat April 2011 - June 2014
Clinique Di Battista February 2010 - August 2012
CIBC World Markets February 1986 - April 2006
Skills
Project Management, Operations Management, Facility Relocation, Change Management, Personnel Management, Organizational...
Education
Concordia University
Bachelor of Arts (BA)
Fred Leffel's CIBC World Markets Experience 1994 - 2000
Job President at Kaufman New Ventures
Industry Commercial Real Estate
Experience
Kaufman New Ventures July 2009 - Present
Savills, LLC January 2001 - January 2009
CIBC World Markets 1994 - 2000
Drexel Burnham Lambert 1984 - 1991
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1979 - 1983
Weil Gotshal and Manges 1974 - 1979
Education
Cornell Law School
University of Virginia
Kaufman New Ventures July 2009 - Present
Savills, LLC January 2001 - January 2009
CIBC World Markets 1994 - 2000
Drexel Burnham Lambert 1984 - 1991
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1979 - 1983
Weil Gotshal and Manges 1974 - 1979
Education
Cornell Law School
University of Virginia
D. Zachary Cogan's CIBC World Markets Experience 2005 - 2009
Job Principal/Portfolio Manager at OMERS
Industry Investment Management
Experience
OMERS 2012 - January 2015
Calypso Capital 2011 - 2012
Davidson Kempner Capital Management May 2010 - August 2010
CIBC World Markets 2005 - 2009
Education
Columbia University - Columbia Business School 2009 — 2011
OMERS 2012 - January 2015
Calypso Capital 2011 - 2012
Davidson Kempner Capital Management May 2010 - August 2010
CIBC World Markets 2005 - 2009
Education
Columbia University - Columbia Business School 2009 — 2011
Steven Flyer's CIBC World Markets Experience May 1997 - February 2000
Job Partner at AUA Private Equity Partners
Industry Investment Management
Experience
AUA Private Equity Partners August 2009 - Present
Tijuana Flats Tex-Mex August 2015 - Present
Associated Foods Holdings, LLC December 2012 - Present
2-20 Records Management Home of the 2-20 Family of Companies October 2010 - Present
Cornell Law School August 2012 - Present
AccelFoods, LLC June 2013 - May 2014
CN Family Office February 2007 - August 2009
Trimaran Capital Partners 2000 - 2007
CIBC World Markets May 1997 - February 2000
Dewey Ballantine September 1991 - May 1997
Skills
Private Equity, Due Diligence, Alternative Investments, Private Placements, Mutual Funds, Growth Capital, Equities, Mezzanine, LBO, Mergers, Buyouts, Corporate Development, Hedge Funds, Venture Capital, Investments, Mergers & Acquisitions, IPO, Financial Structuring, Leveraged Finance, M&A experience, Corporate Law, Deal Sourcing, Capital Raising, Investment Banking, Structured Finance
Education
Cornell Law School 1988 — 1991
J.D., Law
Columbia College 1984 — 1988
B.A.
AUA Private Equity Partners August 2009 - Present
Tijuana Flats Tex-Mex August 2015 - Present
Associated Foods Holdings, LLC December 2012 - Present
2-20 Records Management Home of the 2-20 Family of Companies October 2010 - Present
Cornell Law School August 2012 - Present
AccelFoods, LLC June 2013 - May 2014
CN Family Office February 2007 - August 2009
Trimaran Capital Partners 2000 - 2007
CIBC World Markets May 1997 - February 2000
Dewey Ballantine September 1991 - May 1997
Skills
Private Equity, Due Diligence, Alternative Investments, Private Placements, Mutual Funds, Growth Capital, Equities, Mezzanine, LBO, Mergers, Buyouts, Corporate Development, Hedge Funds, Venture Capital, Investments, Mergers & Acquisitions, IPO, Financial Structuring, Leveraged Finance, M&A experience, Corporate Law, Deal Sourcing, Capital Raising, Investment Banking, Structured Finance
Education
Cornell Law School 1988 — 1991
J.D., Law
Columbia College 1984 — 1988
B.A.
David Sciacca's CIBC World Markets Experience June 2006 - June 2009
Job VP Community at LIFT Session
Industry Health, Wellness and Fitness
Experience
LIFT session March 2015 - Present
Club Athlétique Mansfield February 2013 - Present
Training Mobs November 2009 - January 2013
CIBC World Markets June 2006 - June 2009
First Class Trading Corp. January 2005 - August 2007
Jarislowsky Fraser Limited April 2005 - September 2005
RBC January 2004 - May 2004
Skills
Financial Modeling, Entrepreneurship, Excel, Analysis, Market Research, Strategic Planning, Negotiation, Financial Analysis, Teamwork, Business Strategy, Customer Relations, Start-ups, Public Speaking, Coaching, Event Planning, Lean Startup
Education
Concordia University 2002 — 2006
Bachelor's of Commerce, Honours of Finance
Ecole supérieure des Sciences commerciales d'Angers 2005 — 2005
BIMS
LIFT session March 2015 - Present
Club Athlétique Mansfield February 2013 - Present
Training Mobs November 2009 - January 2013
CIBC World Markets June 2006 - June 2009
First Class Trading Corp. January 2005 - August 2007
Jarislowsky Fraser Limited April 2005 - September 2005
RBC January 2004 - May 2004
Skills
Financial Modeling, Entrepreneurship, Excel, Analysis, Market Research, Strategic Planning, Negotiation, Financial Analysis, Teamwork, Business Strategy, Customer Relations, Start-ups, Public Speaking, Coaching, Event Planning, Lean Startup
Education
Concordia University 2002 — 2006
Bachelor's of Commerce, Honours of Finance
Ecole supérieure des Sciences commerciales d'Angers 2005 — 2005
BIMS
Harold Holappa's CIBC World Markets Experience August 1995 - August 1997
Job Managing Director at MJX Asset Management
Industry Investment Management
Experience
MJX Asset Management August 2007 - Present
TD Securities August 1997 - August 2007
CIBC World Markets August 1995 - August 1997
Bankers Trust June 1990 - April 1995
Bankers Trust August 1986 - August 1988
Skills
Fixed Income, Capital Markets, Structured Products, Hedge Funds, High Yield, CDO, Alternative Investments, Bonds, Credit Derivatives, Asset Managment, Structured Finance, Leveraged Finance, Emerging Markets, Equities, Bloomberg, Asset Management, Portfolio Management, Trading, Investments, Credit, Investment Banking, Investment Strategies, Valuation, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Colgate University 1982 — 1986
BA, Mathematical Economics
MJX Asset Management August 2007 - Present
TD Securities August 1997 - August 2007
CIBC World Markets August 1995 - August 1997
Bankers Trust June 1990 - April 1995
Bankers Trust August 1986 - August 1988
Skills
Fixed Income, Capital Markets, Structured Products, Hedge Funds, High Yield, CDO, Alternative Investments, Bonds, Credit Derivatives, Asset Managment, Structured Finance, Leveraged Finance, Emerging Markets, Equities, Bloomberg, Asset Management, Portfolio Management, Trading, Investments, Credit, Investment Banking, Investment Strategies, Valuation, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Colgate University 1982 — 1986
BA, Mathematical Economics
Ron Schwarz, CFA's CIBC World Markets Experience January 2006 - August 2008
Job Corporate Director, Portfolio Manager and Equity Capital Markets Professional & Consultant
Industry Investment Management
Experience
Independent January 2012 - Present
Loyalist Group Limited August 2015 - Present
CHC Student Housing October 2014 - Present
Stack Wines February 2014 - Present
Noble Iron June 2012 - Present
UBS Global Asset Management September 2009 - December 2011
CIBC World Markets January 2006 - August 2008
CIBC World Markets January 2006 - August 2008
CIBC World Markets January 2003 - January 2006
CIBC World October 1995 - January 2003
Skills
Equities, Valuation, Investment Banking, Due Diligence, Analysis, Strategic Planning, Risk Assessment, Coaching, Equity Research, Capital Markets, Portfolio Management, Asset Management, Risk Management, Fixed Income, Bloomberg, Hedge Funds, Trading, Venture Capital
Education
Institute of Corporate Directors-Rotman 2012 — 2012
Governance Essentials for NFP's
Concordia University 1989 — 1991
BCom, Finance
Chartered Financial Analyst
CFA
Independent January 2012 - Present
Loyalist Group Limited August 2015 - Present
CHC Student Housing October 2014 - Present
Stack Wines February 2014 - Present
Noble Iron June 2012 - Present
UBS Global Asset Management September 2009 - December 2011
CIBC World Markets January 2006 - August 2008
CIBC World Markets January 2006 - August 2008
CIBC World Markets January 2003 - January 2006
CIBC World October 1995 - January 2003
Skills
Equities, Valuation, Investment Banking, Due Diligence, Analysis, Strategic Planning, Risk Assessment, Coaching, Equity Research, Capital Markets, Portfolio Management, Asset Management, Risk Management, Fixed Income, Bloomberg, Hedge Funds, Trading, Venture Capital
Education
Institute of Corporate Directors-Rotman 2012 — 2012
Governance Essentials for NFP's
Concordia University 1989 — 1991
BCom, Finance
Chartered Financial Analyst
CFA
Alexandra Lalonde's CIBC World Markets Experience June 2010 - March 2011
Job Development and Communications Manager at SITI Company
Industry Performing Arts
Experience
SITI Company September 2014 - Present
New York, NY and Toronto, ON September 2007 - Present
Snug Harbor Productions October 2013 - December 2013
321 Theatrical Management June 2013 - August 2013
La MaMa E.T.C. January 2013 - May 2013
New York Stage and Film September 2012 - December 2012
Opera Atelier August 2011 - August 2012
Thesp August 2011 - August 2012
Foundation Fighting Blindness Canada; Comic Vision: Last Call April 2011 - July 2012
CIBC World Markets June 2010 - March 2011
Skills
Communication:..., Languages: English,..., Computers: Microsoft..., Fundraising, Event Management, Theatre, Marketing, Newsletters, Film, Management, Research, Festivals, Stage, Advertising, Producing, Sponsorship, Grants, Philanthropy, Recruiting, Event Planning, Editing, Social Media, Annual Giving, Nonprofits, Non-profits
Education
Columbia University in the City of New York 2012 — 2015
Master of Fine Arts (M.F.A.), Theatre Management and Producing
Columbia University in the City of New York 2006 — 2010
BA, Political Science
University of Toronto Schools 2000 — 2006
Ontario High School Diploma - Honours
SITI Company September 2014 - Present
New York, NY and Toronto, ON September 2007 - Present
Snug Harbor Productions October 2013 - December 2013
321 Theatrical Management June 2013 - August 2013
La MaMa E.T.C. January 2013 - May 2013
New York Stage and Film September 2012 - December 2012
Opera Atelier August 2011 - August 2012
Thesp August 2011 - August 2012
Foundation Fighting Blindness Canada; Comic Vision: Last Call April 2011 - July 2012
CIBC World Markets June 2010 - March 2011
Skills
Communication:..., Languages: English,..., Computers: Microsoft..., Fundraising, Event Management, Theatre, Marketing, Newsletters, Film, Management, Research, Festivals, Stage, Advertising, Producing, Sponsorship, Grants, Philanthropy, Recruiting, Event Planning, Editing, Social Media, Annual Giving, Nonprofits, Non-profits
Education
Columbia University in the City of New York 2012 — 2015
Master of Fine Arts (M.F.A.), Theatre Management and Producing
Columbia University in the City of New York 2006 — 2010
BA, Political Science
University of Toronto Schools 2000 — 2006
Ontario High School Diploma - Honours
Evelyn Kamiliotis's CIBC World Markets Experience 2005 - July 2013
Job Director at Scotiabank Global Banking and Markets
Industry Financial Services
Experience
Scotiabank Global Banking and Markets July 2013 - Present
CIBC World Markets 2005 - July 2013
Education
Concordia University
Scotiabank Global Banking and Markets July 2013 - Present
CIBC World Markets 2005 - July 2013
Education
Concordia University
Kareem Watson's CIBC World Markets Experience June 2001 - June 2002
Job Managing Director at
Industry Financial Services
Experience
Watson Financial Strategies, LLC December 2009 - Present
Watson Financial Strategies, LLC December 2009 - Present
Fidelity Investments April 2004 - March 2009
UBS June 2002 - June 2003
CIBC World Markets June 2001 - June 2002
Waterhouse May 1999 - June 2001
Skills
Retirement Planning, Asset, Series 7, Money, Securities, Retirement, Wealth, Wealth Management, Estate Planning, Financial Planning, Financial Advisory, Investments, 401k, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuities, Long Term Care, Small Business, Disability Insurance, Asset Allocation, Employee Benefits, Wealth Transfer, Long-term Care, Fixed Annuities, Financial Planners, Portfolio Management, Investment Strategies, IRAs, Alternative Investments, Life Insurance, Finance
Education
Colgate University 1994 — 1999
Bachelors, Philosophy & Religion
JHS 202Q
JHS 202Q
The American College
Watson Financial Strategies, LLC December 2009 - Present
Watson Financial Strategies, LLC December 2009 - Present
Fidelity Investments April 2004 - March 2009
UBS June 2002 - June 2003
CIBC World Markets June 2001 - June 2002
Waterhouse May 1999 - June 2001
Skills
Retirement Planning, Asset, Series 7, Money, Securities, Retirement, Wealth, Wealth Management, Estate Planning, Financial Planning, Financial Advisory, Investments, 401k, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuities, Long Term Care, Small Business, Disability Insurance, Asset Allocation, Employee Benefits, Wealth Transfer, Long-term Care, Fixed Annuities, Financial Planners, Portfolio Management, Investment Strategies, IRAs, Alternative Investments, Life Insurance, Finance
Education
Colgate University 1994 — 1999
Bachelors, Philosophy & Religion
JHS 202Q
JHS 202Q
The American College
Ines Basalo's CIBC World Markets Experience August 2006 - August 2007
Job Assistant Professor in the Practice of Mechanical and Aerospace Engineering at University of Miami
Industry Higher Education
Experience
University of Miami January 2014 - Present
Columbia University September 2008 - December 2012
The Cooper Union September 2011 - December 2011
The Cooper Union September 2007 - December 2007
CIBC World Markets August 2006 - August 2007
CIBC World Markets May 2006 - August 2006
Skills
Spanish, Teaching, Materials Science, Biomechanics, Data Analysis, Microsoft Excel, French
Education
Columbia Engineering 2001 — 2006
Ph.D., Mechanical Engineering
Universidad Simon Bolivar 1993 — 1998
Bachelor of Engineering (B.E.), Mechanical Engineering
University of Miami January 2014 - Present
Columbia University September 2008 - December 2012
The Cooper Union September 2011 - December 2011
The Cooper Union September 2007 - December 2007
CIBC World Markets August 2006 - August 2007
CIBC World Markets May 2006 - August 2006
Skills
Spanish, Teaching, Materials Science, Biomechanics, Data Analysis, Microsoft Excel, French
Education
Columbia Engineering 2001 — 2006
Ph.D., Mechanical Engineering
Universidad Simon Bolivar 1993 — 1998
Bachelor of Engineering (B.E.), Mechanical Engineering
Derek Kong's CIBC World Markets Experience March 2005 - September 2006
Job Senior Investment Analyst at Strategic Investment Solutions
Industry Financial Services
Experience
Strategic Investment Solutions February 2015 - Present
Probitas Partners February 2014 - February 2015
GNV Holdings December 2011 - February 2014
Houlihan Lokey May 2010 - July 2010
Compass Group September 2006 - July 2009
CIBC World Markets March 2005 - September 2006
Skills
Private Equity, Investments, Leveraged Finance, Mutual Funds, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Bloomberg, Mergers & Acquisitions, Equities, Emerging Markets, Business Valuation, Portfolio Management, Venture Capital, Equity Research, Business Strategy, Restructuring, Analysis, Fixed Income, Asset Management, Economics, Alternative Investments
Education
University of Chicago Graduate School of Business 2009 — 2011
MBA, International Business, Finance
Claremont McKenna College 2000 — 2003
Bachelor of Science (BS), Economics Accounting
Strategic Investment Solutions February 2015 - Present
Probitas Partners February 2014 - February 2015
GNV Holdings December 2011 - February 2014
Houlihan Lokey May 2010 - July 2010
Compass Group September 2006 - July 2009
CIBC World Markets March 2005 - September 2006
Skills
Private Equity, Investments, Leveraged Finance, Mutual Funds, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Bloomberg, Mergers & Acquisitions, Equities, Emerging Markets, Business Valuation, Portfolio Management, Venture Capital, Equity Research, Business Strategy, Restructuring, Analysis, Fixed Income, Asset Management, Economics, Alternative Investments
Education
University of Chicago Graduate School of Business 2009 — 2011
MBA, International Business, Finance
Claremont McKenna College 2000 — 2003
Bachelor of Science (BS), Economics Accounting
Douglas Chananda's CIBC World Markets Experience 2006 - 2006
Job Financial Analyst at Concordia University
Industry Capital Markets
Experience
Concordia University May 2012 - Present
Standard Life Investments 2007 - 2007
CIBC World Markets 2006 - 2006
Hatley LBH 2004 - 2006
Aon Risk Solutions 2000 - 2003
Skills
Microsoft Office, Financial Modeling, Data Analysis, Data Modeling, Bloomberg Terminal, Equity Research, Business Valuation, Financial Accounting, Year End Accounts, Portfolio Management, Credit Analysis, Risk Management
Education
Lunds universitet / Lund University 2009 — 2011
Masters in Finance, Finance
Concordia University 2004 — 2008
BComm Finance (Hons.), Finance
Concordia University May 2012 - Present
Standard Life Investments 2007 - 2007
CIBC World Markets 2006 - 2006
Hatley LBH 2004 - 2006
Aon Risk Solutions 2000 - 2003
Skills
Microsoft Office, Financial Modeling, Data Analysis, Data Modeling, Bloomberg Terminal, Equity Research, Business Valuation, Financial Accounting, Year End Accounts, Portfolio Management, Credit Analysis, Risk Management
Education
Lunds universitet / Lund University 2009 — 2011
Masters in Finance, Finance
Concordia University 2004 — 2008
BComm Finance (Hons.), Finance
Cade Liu's CIBC World Markets Experience 2004 - 2005
Job CapStack Partners
Industry Real Estate
Experience
CapStack Partners July 2015 - Present
MC-Five Mile Commercial Mortgage Finance October 2012 - June 2015
CIBC World Markets 2004 - 2005
Jones Lang LaSalle 1999 - 2002
Education
Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.)
Duke University 1992 — 1996
Bachelor of Science (BS), Civil / Environmental Engineering
Berkner High School 1989 — 1992
High School
CapStack Partners July 2015 - Present
MC-Five Mile Commercial Mortgage Finance October 2012 - June 2015
CIBC World Markets 2004 - 2005
Jones Lang LaSalle 1999 - 2002
Education
Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.)
Duke University 1992 — 1996
Bachelor of Science (BS), Civil / Environmental Engineering
Berkner High School 1989 — 1992
High School
Laura Fried's CIBC World Markets Experience July 1999 - June 2000
Job NonProfit at Sterling National Bank
Industry Banking
Experience
Sterling National Bank July 2013 - Present
CIT Group July 2007 - December 2012
Societe Generale June 2001 - June 2007
CIBC World Markets July 1999 - June 2000
Skills
Loan Servicing, Loans, Due Diligence, Syndications, Banking, Commercial Banking, Corporate Finance, Portfolio Management, Asset Management, Credit, Commercial Lending, Capital Markets, Investment Banking, Credit Analysis, Fixed Income, Financial Risk, Finance, Financial Services, Risk Management
Education
Manhattan College 1995 — 1998
Master of Business Administration (MBA), Business
College of Mount Saint Vincent 1986 — 1990
Bachelor's degree, Business Administration and Management, General, Cum Laude
John F. Kennedy High School 1982 — 1986
Bachelor's degree
Sterling National Bank July 2013 - Present
CIT Group July 2007 - December 2012
Societe Generale June 2001 - June 2007
CIBC World Markets July 1999 - June 2000
Skills
Loan Servicing, Loans, Due Diligence, Syndications, Banking, Commercial Banking, Corporate Finance, Portfolio Management, Asset Management, Credit, Commercial Lending, Capital Markets, Investment Banking, Credit Analysis, Fixed Income, Financial Risk, Finance, Financial Services, Risk Management
Education
Manhattan College 1995 — 1998
Master of Business Administration (MBA), Business
College of Mount Saint Vincent 1986 — 1990
Bachelor's degree, Business Administration and Management, General, Cum Laude
John F. Kennedy High School 1982 — 1986
Bachelor's degree
craig zando's CIBC World Markets Experience February 2003 - February 2007
Job Director at Rbc capital markets
Industry Investment Banking
Experience
RBC Capital Markets June 2014 - Present
Deutsche Bank March 2007 - May 2014
CIBC World Markets February 2003 - February 2007
TD securities March 1998 - March 2003
Skills
Investment Banking, Capital Markets, Derivatives, Equities, Structured Products, Credit Derivatives, Equity Derivatives, Prime Brokerage, Hedge Funds, Valuation, Private Equity
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 1990 — 1992
Master of Business Administration (M.B.A.), finance
Clarkson University 1985 — 1989
Bachelor of Science (BS), Engineering/Industrial Management
RBC Capital Markets June 2014 - Present
Deutsche Bank March 2007 - May 2014
CIBC World Markets February 2003 - February 2007
TD securities March 1998 - March 2003
Skills
Investment Banking, Capital Markets, Derivatives, Equities, Structured Products, Credit Derivatives, Equity Derivatives, Prime Brokerage, Hedge Funds, Valuation, Private Equity
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 1990 — 1992
Master of Business Administration (M.B.A.), finance
Clarkson University 1985 — 1989
Bachelor of Science (BS), Engineering/Industrial Management
Carol Manning's CIBC World Markets Experience 1996 - 1998
Job Volunteer
Industry Nonprofit Organization Management
Experience
Various Non Profit organizations 2004 - Present
Harleysville Insurance 1998 - 2003
CIBC World Markets 1996 - 1998
Skills
Grant Writing, Budgets, Nonprofits, Grants, Community Outreach, Volunteer Management, Life insurance analyst, Property & Casualty..., Strategic Planning, Township budget review, Insurance mergers and..., Building and..., Fundraising, Community Organizing, Program Development, Public Speaking, Editing, Customer Service
Education
Michigan State University 1966 — 1974
Master of Business Administration (MBA), Political Science MA+, Finance, Political Science
Cornell College 1962 — 1966
Bachelor of Arts (B.A.), Political Science and Government, History
Various Non Profit organizations 2004 - Present
Harleysville Insurance 1998 - 2003
CIBC World Markets 1996 - 1998
Skills
Grant Writing, Budgets, Nonprofits, Grants, Community Outreach, Volunteer Management, Life insurance analyst, Property & Casualty..., Strategic Planning, Township budget review, Insurance mergers and..., Building and..., Fundraising, Community Organizing, Program Development, Public Speaking, Editing, Customer Service
Education
Michigan State University 1966 — 1974
Master of Business Administration (MBA), Political Science MA+, Finance, Political Science
Cornell College 1962 — 1966
Bachelor of Arts (B.A.), Political Science and Government, History
Jason D. Berk's CIBC World Markets Experience 2001 - 2002
Job Senior Leader with Strong Combination of Entrepreneurial Success, General Management/ Business Dev/Strategy Experience.
Industry Investment Management
Experience
Clearlight Capital January 2009 - Present
Berk Lane Entertainment January 2003 - August 2013
CIBC World Markets 2001 - 2002
Paramount Pictures 1999 - 2000
S.A.C. Capital Advisors January 1998 - June 1999
Price Waterhouse Management Consultants 1993 - 1997
Skills
Venture Capital, Private Equity, Corporate Development, Entrepreneurship, Start-ups, Hedge Funds, Emerging Markets, Strategy, Investments, Alternative Investments, Business Development, Marketing Strategy, Entertainment, New Media, Management Consulting, Money Management, Feature Films, Strategic Planning
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finiance/Entrepreneurship
Cornell University 1989 — 1993
Bachelor of Science (BS), Labor and Industrial Relations
Clearlight Capital January 2009 - Present
Berk Lane Entertainment January 2003 - August 2013
CIBC World Markets 2001 - 2002
Paramount Pictures 1999 - 2000
S.A.C. Capital Advisors January 1998 - June 1999
Price Waterhouse Management Consultants 1993 - 1997
Skills
Venture Capital, Private Equity, Corporate Development, Entrepreneurship, Start-ups, Hedge Funds, Emerging Markets, Strategy, Investments, Alternative Investments, Business Development, Marketing Strategy, Entertainment, New Media, Management Consulting, Money Management, Feature Films, Strategic Planning
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finiance/Entrepreneurship
Cornell University 1989 — 1993
Bachelor of Science (BS), Labor and Industrial Relations
Alexis Gold's CIBC World Markets Experience January 2001 - June 2005
Job Research Analyst
Industry Financial Services
Experience
HG Vora Capital Management September 2014 - Present
GoldenTree Asset Management March 2014 - April 2014
Solus Alternative Asset Mgt April 2007 - March 2014
UBS Investment Bank June 2005 - April 2007
CIBC World Markets January 2001 - June 2005
Credit Suisse October 1997 - August 1999
Skills
Capital Markets, Investment Banking, Valuation, Bloomberg, LBO
Education
Cornell University
Bachelor of Science (BS), Labor and Industrial Relations
HG Vora Capital Management September 2014 - Present
GoldenTree Asset Management March 2014 - April 2014
Solus Alternative Asset Mgt April 2007 - March 2014
UBS Investment Bank June 2005 - April 2007
CIBC World Markets January 2001 - June 2005
Credit Suisse October 1997 - August 1999
Skills
Capital Markets, Investment Banking, Valuation, Bloomberg, LBO
Education
Cornell University
Bachelor of Science (BS), Labor and Industrial Relations
Jason Ginder's CIBC World Markets Experience May 1989 - January 2000
Job Senior Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2012 - Present
Sanders Morris Harris October 2003 - December 2012
Wachovia Securities Financial Network July 2003 - October 2003
Prudential Securities Incorporated January 2000 - July 2003
CIBC World Markets May 1989 - January 2000
Drexel Burnham Lambert April 1987 - June 1989
Education
Cornell University
Bachelor of Science (BS), Applied Economics & Management
Wunderlich Securities September 2012 - Present
Sanders Morris Harris October 2003 - December 2012
Wachovia Securities Financial Network July 2003 - October 2003
Prudential Securities Incorporated January 2000 - July 2003
CIBC World Markets May 1989 - January 2000
Drexel Burnham Lambert April 1987 - June 1989
Education
Cornell University
Bachelor of Science (BS), Applied Economics & Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS