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
Stephen Bonnyman Stephen Bonnyman's CIBC World Markets Experience August 1997 - July 2006
Job Associate Portfolio Manager at AGF Investments
Industry Investment Management
Experience
AGF Investments May 2013 - Present
BMO Capital Markets February 2012 - Present
UBS Global Asset Management March 2010 - November 2011
McLean Budden September 2007 - February 2010
CIBC World Markets August 1997 - July 2006
RBC Dominion Securities June 1994 - July 1997
Skills
Equities, Portfolio Management, Equity Research, Bloomberg, Asset Managment, Valuation, Investments, Wealth Management, Fixed Income, Investment Strategies, Capital Markets, Mutual Funds, Financial Modeling, Securities, Financial Analysis, Asset Management, Investment Management, Hedge Funds, Commodity
Education
AIMR
Chartered Financial Analyst
Dalhousie University 1987 — 1989
MBA, Finance and International Business
McMaster University 1980 — 1985
BSc, Geology
AGF Investments May 2013 - Present
BMO Capital Markets February 2012 - Present
UBS Global Asset Management March 2010 - November 2011
McLean Budden September 2007 - February 2010
CIBC World Markets August 1997 - July 2006
RBC Dominion Securities June 1994 - July 1997
Skills
Equities, Portfolio Management, Equity Research, Bloomberg, Asset Managment, Valuation, Investments, Wealth Management, Fixed Income, Investment Strategies, Capital Markets, Mutual Funds, Financial Modeling, Securities, Financial Analysis, Asset Management, Investment Management, Hedge Funds, Commodity
Education
AIMR
Chartered Financial Analyst
Dalhousie University 1987 — 1989
MBA, Finance and International Business
McMaster University 1980 — 1985
BSc, Geology
Harry Sanchez Harry Sanchez's CIBC World Markets Experience September 2004 - December 2007
Job Chief Operating & Financial Officer at Pisces Healthcare Solutions
Industry Hospital & Health Care
Experience
Pisces Healthcare Solutions April 2012 - Present
FBR January 2008 - March 2012
CIBC World Markets September 2004 - December 2007
Trilogy Global Advisors, LP 1999 - 2003
Skills
Strategic Planning, Mergers & Acquisitions, Project Management, Financial Analysis, Business Strategy, Budgets, Change Management, Risk Management, Business Development, Financial Reporting, Start-ups, Financial Modeling, Team Building, New Business Development, Due Diligence, Operations Management, Forecasting, Finance, Contract Negotiation, Accounting
Education
Cornell University
Bachelor's degree, Economics
Pisces Healthcare Solutions April 2012 - Present
FBR January 2008 - March 2012
CIBC World Markets September 2004 - December 2007
Trilogy Global Advisors, LP 1999 - 2003
Skills
Strategic Planning, Mergers & Acquisitions, Project Management, Financial Analysis, Business Strategy, Budgets, Change Management, Risk Management, Business Development, Financial Reporting, Start-ups, Financial Modeling, Team Building, New Business Development, Due Diligence, Operations Management, Forecasting, Finance, Contract Negotiation, Accounting
Education
Cornell University
Bachelor's degree, Economics
Mark Falbo Mark Falbo's CIBC World Markets Experience 1996 - 1999
Job President, Mircom Group of Companies
Industry Electrical/Electronic Manufacturing
Experience
Mircom Group of Companies May 2002 - Present
Orenda Corporate Finance Ltd. 1999 - 2002
CIBC World Markets 1996 - 1999
Lang Michener June 1995 - December 1996
Skills
Strategy, Business Strategy, Finance, Strategic Planning, Access Control, Executive Management, Mergers & Acquisitions, Project Management, Leadership, Mergers, Fire Protection, Entrepreneurship, New Business Development, Fire Alarm, Product Management, Life Safety, Integration, Sales Management, Alarm Systems, Business Development, Product Development, Human Resources, Banking, Contract Negotiation, Management, Operations Management, Team Building, Fire Safety, IP Cameras, NFPA, Start-ups
Education
Ivey Business School at Western University 2010 — 2010
Quantum Shift, Executive Development Program
University of Toronto - Rotman School of Management 1991 — 1995
J.D. (LL.B.)/MBA, Law & Business
ESCP Europe 1994 — 1994
Exchange Program, MBA
University of Toronto - University of St. Michael's College 1988 — 1991
BA (Commerce), Commerce and Finance
University of Toronto
Mircom Group of Companies May 2002 - Present
Orenda Corporate Finance Ltd. 1999 - 2002
CIBC World Markets 1996 - 1999
Lang Michener June 1995 - December 1996
Skills
Strategy, Business Strategy, Finance, Strategic Planning, Access Control, Executive Management, Mergers & Acquisitions, Project Management, Leadership, Mergers, Fire Protection, Entrepreneurship, New Business Development, Fire Alarm, Product Management, Life Safety, Integration, Sales Management, Alarm Systems, Business Development, Product Development, Human Resources, Banking, Contract Negotiation, Management, Operations Management, Team Building, Fire Safety, IP Cameras, NFPA, Start-ups
Education
Ivey Business School at Western University 2010 — 2010
Quantum Shift, Executive Development Program
University of Toronto - Rotman School of Management 1991 — 1995
J.D. (LL.B.)/MBA, Law & Business
ESCP Europe 1994 — 1994
Exchange Program, MBA
University of Toronto - University of St. Michael's College 1988 — 1991
BA (Commerce), Commerce and Finance
University of Toronto
Eric Barret's CIBC World Markets Experience December 2003 - March 2007
Job Relationship Manager at Heartland Payment Systems
Industry Financial Services
Experience
Heartland Payment Systems March 2015 - Present
Etrali January 2013 - March 2014
Fixnetix Ltd May 2011 - July 2012
QuantHouse March 2010 - March 2011
SunGard June 2009 - March 2010
ESP Technologies June 2007 - March 2009
CIBC World Markets December 2003 - March 2007
GLTRADE October 1999 - December 2003
Eurobrokers August 1997 - September 1998
Skills
Equities, Options, Integration, Information Technology, High Frequency Trading, Low Latency Trading, Electronic Trading, Trading Systems, Trading, Financial Markets, Derivatives, Market Data, Equity Trading, Hedge Funds, FX Options, Low Latency, Fixed Income, Order Management, Commodity, Quantitative Finance, Risk Management, Investments, Back Office, Securities, Analytics, Business Development, Financial Services, Bloomberg, Investment Banking, Technical Analysis
Education
Duke University 1993 — 1997
BA, Environmental Science
Lycee International 1990 — 1993
Baccalaureat, Biology, Math and Physics
College Marcel Roby 1986 — 1990
Ecole Francaise Internationale de Hong Kong 1978 — 1984
Heartland Payment Systems March 2015 - Present
Etrali January 2013 - March 2014
Fixnetix Ltd May 2011 - July 2012
QuantHouse March 2010 - March 2011
SunGard June 2009 - March 2010
ESP Technologies June 2007 - March 2009
CIBC World Markets December 2003 - March 2007
GLTRADE October 1999 - December 2003
Eurobrokers August 1997 - September 1998
Skills
Equities, Options, Integration, Information Technology, High Frequency Trading, Low Latency Trading, Electronic Trading, Trading Systems, Trading, Financial Markets, Derivatives, Market Data, Equity Trading, Hedge Funds, FX Options, Low Latency, Fixed Income, Order Management, Commodity, Quantitative Finance, Risk Management, Investments, Back Office, Securities, Analytics, Business Development, Financial Services, Bloomberg, Investment Banking, Technical Analysis
Education
Duke University 1993 — 1997
BA, Environmental Science
Lycee International 1990 — 1993
Baccalaureat, Biology, Math and Physics
College Marcel Roby 1986 — 1990
Ecole Francaise Internationale de Hong Kong 1978 — 1984
Keara Everdell, MBA Keara Everdell, MBA's CIBC World Markets Experience May 2005 - October 2006
Job Senior Vice President, Client Solutions Marketing at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2014 - Present
NYSE Euronext December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch October 2006 - June 2008
CIBC World Markets May 2005 - October 2006
Skills
Financial Modeling, Spanish, Capital Markets, Financial Analysis, Valuation, Investments, Strategy, Strategic Planning, Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Mergers, Management, Risk Management, Financial Services, Mergers & Acquisitions, Investor Relations, Business Analysis, Project Management, Business Strategy, Banking, Leadership, Finance, Corporate Communications, Strategic Communications
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Class of 2013
Cornell University
Bachelor of Science (B.S.), 2001
Bessemer Trust May 2014 - Present
NYSE Euronext December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch October 2006 - June 2008
CIBC World Markets May 2005 - October 2006
Skills
Financial Modeling, Spanish, Capital Markets, Financial Analysis, Valuation, Investments, Strategy, Strategic Planning, Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Mergers, Management, Risk Management, Financial Services, Mergers & Acquisitions, Investor Relations, Business Analysis, Project Management, Business Strategy, Banking, Leadership, Finance, Corporate Communications, Strategic Communications
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Class of 2013
Cornell University
Bachelor of Science (B.S.), 2001
Udit Nagar Udit Nagar's CIBC World Markets Experience 2000 - 2001
Job Vice President at Coker Capital Advisors
Industry Information Technology and Services
Experience
Coker Capital Advisors August 2014 - Present
Cisco Systems April 2011 - August 2014
Google February 2010 - April 2011
Jefferies & Company May 2007 - April 2009
SHPS July 2003 - May 2007
JPMorgan 2001 - 2003
CIBC World Markets 2000 - 2001
KPMG Corporate Finance LLC 1995 - 2000
Skills
Financial Analysis, M&A due diligence, Financial Planning, Mergers, Acquisition Analysis, Financial Modeling, Valuation, Negotiation, Strategic Planning, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Divestitures, Strategic Advisory, Capital Markets, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Strategic Financial..., Analysis, Venture Capital, Internal Audit, Investments, Project Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Finance
Coker Capital Advisors August 2014 - Present
Cisco Systems April 2011 - August 2014
Google February 2010 - April 2011
Jefferies & Company May 2007 - April 2009
SHPS July 2003 - May 2007
JPMorgan 2001 - 2003
CIBC World Markets 2000 - 2001
KPMG Corporate Finance LLC 1995 - 2000
Skills
Financial Analysis, M&A due diligence, Financial Planning, Mergers, Acquisition Analysis, Financial Modeling, Valuation, Negotiation, Strategic Planning, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Divestitures, Strategic Advisory, Capital Markets, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Strategic Financial..., Analysis, Venture Capital, Internal Audit, Investments, Project Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Finance
Jordan Horoschak Jordan Horoschak's CIBC World Markets Experience January 2007 - Present
Job Executive Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets January 2007 - Present
CIBC World Markets January 2005 - January 2007
CIBC World Markets October 2000 - January 2005
Standard & Poor's May 1998 - October 2000
Skills
Investment Banking, Financial Modeling, Equities, Valuation, Equity Research, Energy, Corporate Finance, LBO, Capital Markets, M&A experience, Derivatives, Financial Structuring, IPO, Structured Finance, Private Equity
Education
Drexel University - College of Business and Administration 1990 — 1995
BS, Economics and Finance
CIBC World Markets January 2007 - Present
CIBC World Markets January 2005 - January 2007
CIBC World Markets October 2000 - January 2005
Standard & Poor's May 1998 - October 2000
Skills
Investment Banking, Financial Modeling, Equities, Valuation, Equity Research, Energy, Corporate Finance, LBO, Capital Markets, M&A experience, Derivatives, Financial Structuring, IPO, Structured Finance, Private Equity
Education
Drexel University - College of Business and Administration 1990 — 1995
BS, Economics and Finance
Charles Rose's CIBC World Markets Experience December 2013 - Present
Job Senior Director, Wholesale Bank Operational Risk at CIBC World Markets (Trading Floor)
Industry Capital Markets
Experience
CIBC World Markets December 2013 - Present
CIBC World Markets March 2011 - November 2013
CIBC World Markets October 2009 - February 2011
TD Bank August 2008 - October 2009
NewEdge Canada Inc. Toronto Capital Markets Group March 2008 - August 2008
Shorcan Brokers Limited 2007 - 2008
BGC Partners 1997 - 2007
CIBC World Markets 1995 - 1997
Skills
Derivatives, Fixed Income, FX Options, Capital Markets, Market Risk, Options, Trading, Risk Management, Bloomberg, Equities, Interest Rate..., Swaps, Bonds, Financial Risk, Trading Systems, Portfolio Management, Money Market, Equity Derivatives, Structured Products, Credit Risk, Currency, Investments, Valuation, Corporate Finance, Credit Derivatives, Traders, Operational Risk, Financial Markets, Electronic Trading, Financial Services, Emerging Markets, Treasury, Interest Rate Swaps, Commodity, Investment Banking, Investment Strategies, Securities, FX trading, VAR, Credit, Hedging, Rates, Market Data, Trading Strategies, FX, Equity Trading, Foreign Exchange, Leadership
Education
Ryerson University 2002 — 2004
PMC, Project Management
University of Toronto - Rotman School of Management 1992 — 1993
MBA, Derivatives and Investments
Dalhousie University 1991 — 1993
MBA, Finance, Marketing
University of Windsor 1987 — 1989
HbComm, Marketing and Management Science
Western University 1984 — 1987
BSc., BioChemistry
AppleWood High school
Grade 13
CIBC World Markets December 2013 - Present
CIBC World Markets March 2011 - November 2013
CIBC World Markets October 2009 - February 2011
TD Bank August 2008 - October 2009
NewEdge Canada Inc. Toronto Capital Markets Group March 2008 - August 2008
Shorcan Brokers Limited 2007 - 2008
BGC Partners 1997 - 2007
CIBC World Markets 1995 - 1997
Skills
Derivatives, Fixed Income, FX Options, Capital Markets, Market Risk, Options, Trading, Risk Management, Bloomberg, Equities, Interest Rate..., Swaps, Bonds, Financial Risk, Trading Systems, Portfolio Management, Money Market, Equity Derivatives, Structured Products, Credit Risk, Currency, Investments, Valuation, Corporate Finance, Credit Derivatives, Traders, Operational Risk, Financial Markets, Electronic Trading, Financial Services, Emerging Markets, Treasury, Interest Rate Swaps, Commodity, Investment Banking, Investment Strategies, Securities, FX trading, VAR, Credit, Hedging, Rates, Market Data, Trading Strategies, FX, Equity Trading, Foreign Exchange, Leadership
Education
Ryerson University 2002 — 2004
PMC, Project Management
University of Toronto - Rotman School of Management 1992 — 1993
MBA, Derivatives and Investments
Dalhousie University 1991 — 1993
MBA, Finance, Marketing
University of Windsor 1987 — 1989
HbComm, Marketing and Management Science
Western University 1984 — 1987
BSc., BioChemistry
AppleWood High school
Grade 13
Jay Zheng's CIBC World Markets Experience July 2012 - Present
Job Analyst at CIBC World Markets
Industry Banking
Experience
CIBC World Markets July 2012 - Present
DWM Securities Inc. ( Scotia Bank) January 2012 - June 2012
CIBC July 2009 - January 2011
Skills
Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Office, Finance, Business Strategy, Analysis, Data Analysis, Microsoft Excel, Valuation, Financial Modeling
Education
York University - Schulich School of Business 2008 — 2012
iBBA, Finance
ESADE Business School 2011 — 2011
International Exchange, Finance, Entrepreneurship
CIBC World Markets July 2012 - Present
DWM Securities Inc. ( Scotia Bank) January 2012 - June 2012
CIBC July 2009 - January 2011
Skills
Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Office, Finance, Business Strategy, Analysis, Data Analysis, Microsoft Excel, Valuation, Financial Modeling
Education
York University - Schulich School of Business 2008 — 2012
iBBA, Finance
ESADE Business School 2011 — 2011
International Exchange, Finance, Entrepreneurship
Russell Alber Russell Alber's CIBC World Markets Experience 2013 - 2014
Job Institutional FX Sales / Currency Risk / Electronic Trading / FX Options / Compliance / Operations
Industry Capital Markets
Experience
CIBC World Markets 2013 - 2014
Peregrine Financial Group 2011 - 2012
RBS Global Banking & Markets April 2005 - 2011
Morgan Stanley October 1999 - April 2005
Morgan Stanley Trust Company 1992 - 1999
Morgan Stanley Trust Company 1989 - 1992
Bankers Trust Company 1986 - 1989
Skills
FX Options, Foreign Exchange, Derivatives, Capital Markets, Currency, FX trading, Hedge Funds, Trading Systems, Options, Electronic Trading, Financial Markets, Structured Products, Institutional Sales, FX Hedging, Trade Compliance, Legal Compliance, Global Macro, Quantitative Investing, Alternative Investments, Pension Funds, ERISA, Dodd-Frank, Futures Trading, Swaps, Trading, Market Risk, Series 7, Series 3, Series 63, Fixed Income, Emerging Markets, Investments, Prime Brokerage, Investment Banking, Asset Management, Foreign Currency, Presentation Skills, International Sales, Macroeconomics, Mutual Funds, FX Derivatives, Bloomberg
Education
Emory University - Goizueta Business School 1985 — 1986
Bachelor of Business Administration (BBA), Finance, General
Emory University 1982 — 1986
BBA, Finance / Economics
CIBC World Markets 2013 - 2014
Peregrine Financial Group 2011 - 2012
RBS Global Banking & Markets April 2005 - 2011
Morgan Stanley October 1999 - April 2005
Morgan Stanley Trust Company 1992 - 1999
Morgan Stanley Trust Company 1989 - 1992
Bankers Trust Company 1986 - 1989
Skills
FX Options, Foreign Exchange, Derivatives, Capital Markets, Currency, FX trading, Hedge Funds, Trading Systems, Options, Electronic Trading, Financial Markets, Structured Products, Institutional Sales, FX Hedging, Trade Compliance, Legal Compliance, Global Macro, Quantitative Investing, Alternative Investments, Pension Funds, ERISA, Dodd-Frank, Futures Trading, Swaps, Trading, Market Risk, Series 7, Series 3, Series 63, Fixed Income, Emerging Markets, Investments, Prime Brokerage, Investment Banking, Asset Management, Foreign Currency, Presentation Skills, International Sales, Macroeconomics, Mutual Funds, FX Derivatives, Bloomberg
Education
Emory University - Goizueta Business School 1985 — 1986
Bachelor of Business Administration (BBA), Finance, General
Emory University 1982 — 1986
BBA, Finance / Economics
Jessica Tosto Jessica Tosto's CIBC World Markets Experience September 1998 - November 2005
Job Senior Analyst at Attalus Capital
Industry Financial Services
Experience
Attalus Capital May 2011 - Present
Drake Management April 2006 - February 2009
CIBC World Markets September 1998 - November 2005
Skills
Fixed Income, Equities, Alternative Investments, Derivatives, Options, Bloomberg, Trading, Capital Markets, Investments, Portfolio Management, Asset Managment, Asset Allocation, Equity Research, Valuation, Equity Derivatives, Asset Management, Investment Strategies, Trading Systems
Education
Drexel University 1992 — 1997
BS, Economics / Finance
Attalus Capital May 2011 - Present
Drake Management April 2006 - February 2009
CIBC World Markets September 1998 - November 2005
Skills
Fixed Income, Equities, Alternative Investments, Derivatives, Options, Bloomberg, Trading, Capital Markets, Investments, Portfolio Management, Asset Managment, Asset Allocation, Equity Research, Valuation, Equity Derivatives, Asset Management, Investment Strategies, Trading Systems
Education
Drexel University 1992 — 1997
BS, Economics / Finance
William Humphries William Humphries's CIBC World Markets Experience April 1992 - October 1998
Job Retired as Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 1999 - July 2015
CIBC World Markets April 1992 - October 1998
Bankers Trust Company April 1982 - June 1991
Old First Presbyterian Church, Huntington, NY July 1973 - March 1982
Skills
Investment Banking, Capital Markets, Corporate Finance, Financial Structuring, Due Diligence, Hedge Funds, Financial Modeling, Leveraged Finance, Equity Research, Valuation, Structured Products, Fixed Income, Mergers & Acquisitions, Equities, Portfolio Management, Private Equity, Securitization, Alternative Investments, Bonds, Private Placements, Structured Finance, Derivatives, Investments
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA, Finance
Princeton Theological Seminary 1969 — 1973
M Div, Pastoral Theology
Dickinson College 1965 — 1969
AB, English
SunTrust Robinson Humphrey May 1999 - July 2015
CIBC World Markets April 1992 - October 1998
Bankers Trust Company April 1982 - June 1991
Old First Presbyterian Church, Huntington, NY July 1973 - March 1982
Skills
Investment Banking, Capital Markets, Corporate Finance, Financial Structuring, Due Diligence, Hedge Funds, Financial Modeling, Leveraged Finance, Equity Research, Valuation, Structured Products, Fixed Income, Mergers & Acquisitions, Equities, Portfolio Management, Private Equity, Securitization, Alternative Investments, Bonds, Private Placements, Structured Finance, Derivatives, Investments
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA, Finance
Princeton Theological Seminary 1969 — 1973
M Div, Pastoral Theology
Dickinson College 1965 — 1969
AB, English
Konrad Donaldson Konrad Donaldson's CIBC World Markets Experience January 2000 - November 2000
Job Senior Infrastructure Engineer at AutoNation
Industry Information Technology and Services
Experience
AutoNation February 2015 - Present
Birks & Mayors Inc. October 2012 - January 2015
Burger King Corporation September 2011 - July 2012
Adecco Technical April 2011 - September 2011
Burger King Corporation August 2005 - December 2010
Technisource Inc February 2001 - August 2005
CIBC World Markets January 2000 - November 2000
TEKsystems January 1998 - January 2000
TigerDirect.com 1997 - 1998
Skills
Windows Server, Troubleshooting, SharePoint, System Administration, Software Documentation, Technical Support, Visio, Technical Documentation, Microsoft Office, Network Administration, Help Desk Support, Servers, Information Technology, SDLC, Systems Analysis, POS, Networking, Computer Hardware, Business Intelligence, Microsoft Office..., Project Management, Active Directory, IIS, SQL, Security, Computer Network..., Software Implementation, Web Design, Windows 7, System Deployment, Microsoft Operating..., Remote Administration, Hardware Support, Training, IT Operations, Quality Assurance, Hardware, System Testing, Hardware Diagnostics, LAN-WAN, Batch Programming, Scripting, TCP/IP, DHCP, WINS, Group Policy, User Management, Routers, Switches, Databases
Education
Florida Institute of Technology 2013 — 2017
Bachelor of Science (BS), Computer and Information Sciences and Support Services, 3.5
Florida Career College-Miami 1997 — 2000
Associate in Science, Computer Network Engineering
AutoNation February 2015 - Present
Birks & Mayors Inc. October 2012 - January 2015
Burger King Corporation September 2011 - July 2012
Adecco Technical April 2011 - September 2011
Burger King Corporation August 2005 - December 2010
Technisource Inc February 2001 - August 2005
CIBC World Markets January 2000 - November 2000
TEKsystems January 1998 - January 2000
TigerDirect.com 1997 - 1998
Skills
Windows Server, Troubleshooting, SharePoint, System Administration, Software Documentation, Technical Support, Visio, Technical Documentation, Microsoft Office, Network Administration, Help Desk Support, Servers, Information Technology, SDLC, Systems Analysis, POS, Networking, Computer Hardware, Business Intelligence, Microsoft Office..., Project Management, Active Directory, IIS, SQL, Security, Computer Network..., Software Implementation, Web Design, Windows 7, System Deployment, Microsoft Operating..., Remote Administration, Hardware Support, Training, IT Operations, Quality Assurance, Hardware, System Testing, Hardware Diagnostics, LAN-WAN, Batch Programming, Scripting, TCP/IP, DHCP, WINS, Group Policy, User Management, Routers, Switches, Databases
Education
Florida Institute of Technology 2013 — 2017
Bachelor of Science (BS), Computer and Information Sciences and Support Services, 3.5
Florida Career College-Miami 1997 — 2000
Associate in Science, Computer Network Engineering
Alexander Tingle's CIBC World Markets Experience July 2010 - August 2011
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
CIBC World Markets July 2010 - August 2011
Education
Boston College 2010 — 2014
B.S., Carroll School of Management Honors Program
ESCP Europe 2012 — 2012
Master's in Management Program, Study Abroad
Assumption College Catholic High School 2006 — 2010
International Baccalaureate Diploma
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
CIBC World Markets July 2010 - August 2011
Education
Boston College 2010 — 2014
B.S., Carroll School of Management Honors Program
ESCP Europe 2012 — 2012
Master's in Management Program, Study Abroad
Assumption College Catholic High School 2006 — 2010
International Baccalaureate Diploma
Jennie Sherman Jennie Sherman's CIBC World Markets Experience May 2002 - February 2006
Job Director of Client Relations at Smallwood Wealth Management
Industry Computer Software
Experience
Smallwood Wealth Management October 2014 - Present
Aunt Jennie's Creations March 2012 - Present
Flipping Fun, LLC October 2011 - December 2014
CIBC World Markets May 2002 - February 2006
Monaco Brokerage September 1999 - April 2002
Skills
Trading Systems, Options, Electronic Trading, Equities, Equity Trading, Trading, Fixed Income, Series 7, Investments, Series 63, Derivatives, Capital Markets, Financial Markets, Securities, Hedge Funds
Education
Fashion Institute of Technology
Smallwood Wealth Management October 2014 - Present
Aunt Jennie's Creations March 2012 - Present
Flipping Fun, LLC October 2011 - December 2014
CIBC World Markets May 2002 - February 2006
Monaco Brokerage September 1999 - April 2002
Skills
Trading Systems, Options, Electronic Trading, Equities, Equity Trading, Trading, Fixed Income, Series 7, Investments, Series 63, Derivatives, Capital Markets, Financial Markets, Securities, Hedge Funds
Education
Fashion Institute of Technology
Phil Lefkowitz Phil Lefkowitz's CIBC World Markets Experience September 2001 - March 2003
Job Managing Director at PNC
Industry Financial Services
Experience
GA Capital Management LLC December 2011 - February 2013
UBS Investment Bank August 2008 - November 2011
Wells Fargo May 2003 - August 2008
Natixis March 2003 - May 2003
CIBC World Markets September 2001 - March 2003
Bear Stearns July 1996 - August 2001
Fannie Mae July 1989 - February 1993
Skills
CDO, Fixed Income, Derivatives, Capital Markets, Structured Products, Trading, Valuation, Structured Finance, ABS, MBS, Credit Derivatives, CDS, Securitization, Credit
Education
The University of Chicago - Booth School of Business
MBA, Finance and Marketing
Duke University
AB
Don Budge Tennis Camp
GA Capital Management LLC December 2011 - February 2013
UBS Investment Bank August 2008 - November 2011
Wells Fargo May 2003 - August 2008
Natixis March 2003 - May 2003
CIBC World Markets September 2001 - March 2003
Bear Stearns July 1996 - August 2001
Fannie Mae July 1989 - February 1993
Skills
CDO, Fixed Income, Derivatives, Capital Markets, Structured Products, Trading, Valuation, Structured Finance, ABS, MBS, Credit Derivatives, CDS, Securitization, Credit
Education
The University of Chicago - Booth School of Business
MBA, Finance and Marketing
Duke University
AB
Don Budge Tennis Camp
Henry O'Connor Henry O'Connor's CIBC World Markets Experience 2000 - 2002
Job General Partner at Multiplier Capital
Industry Investment Management
Experience
Multiplier Capital 2011 - Present
ORIX Venture Finance 2005 - 2011
CIBC World Markets 2000 - 2002
Skills
Venture Capital, Corporate Development, Mergers & Acquisitions, Private Equity, Valuation, Strategic Planning, Start-ups, Financial Modeling, Entrepreneurship, Due Diligence, Hedge Funds, Strategic Partnerships, Private Placements, LBO
Education
University of Pennsylvania 1988 — 1991
Doctor of Law (JD)
Cornell University 1984 — 1988
Bachelor of Arts (BA)
Holy Spirit HS
Penn Charter
Multiplier Capital 2011 - Present
ORIX Venture Finance 2005 - 2011
CIBC World Markets 2000 - 2002
Skills
Venture Capital, Corporate Development, Mergers & Acquisitions, Private Equity, Valuation, Strategic Planning, Start-ups, Financial Modeling, Entrepreneurship, Due Diligence, Hedge Funds, Strategic Partnerships, Private Placements, LBO
Education
University of Pennsylvania 1988 — 1991
Doctor of Law (JD)
Cornell University 1984 — 1988
Bachelor of Arts (BA)
Holy Spirit HS
Penn Charter
Paul Radchuck's CIBC World Markets Experience August 2012 - April 2014
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
CIBC World Markets August 2012 - April 2014
Halliburton October 2008 - July 2010
Halliburton January 2006 - October 2008
Skills
Petroleum, Oil/Gas, Financial Modeling, Project Planning, Risk Management, Valuation, Due Diligence, Energy, Gas
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA
Dalhousie University 2001 — 2005
B. Eng, Engineering
Morgan Stanley April 2014 - Present
CIBC World Markets August 2012 - April 2014
Halliburton October 2008 - July 2010
Halliburton January 2006 - October 2008
Skills
Petroleum, Oil/Gas, Financial Modeling, Project Planning, Risk Management, Valuation, Due Diligence, Energy, Gas
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA
Dalhousie University 2001 — 2005
B. Eng, Engineering
Jane Pritchett Henderson's CIBC World Markets Experience February 2001 - February 2005
Job SVP, Chief Financial & Business Officer, Kolltan Pharmaceuticals
Industry Pharmaceuticals
Experience
Kolltan Pharmaceuticals, Inc. February 2013 - Present
Eleven Biotherapeutics October 2013 - Present
ISTA Pharmaceuticals June 2010 - June 2012
Axerion Therapeutics, Inc September 2009 - May 2010
Panacos Pharmaceuticals, Inc January 2008 - February 2009
HSBC Securities (USA) Inc March 2005 - November 2007
CIBC World Markets February 2001 - February 2005
Lehman Brothers July 1999 - February 2001
Salomon Brothers/Salomon Smith Barney/Citigroup July 1995 - July 1999
SG Warburg November 1994 - July 1995
Skills
Pharmaceuticals, Mergers, Healthcare, Debt, Valuation, Biotechnology
Education
Duke University 1983 — 1987
Bachelor of Science, Psychology
Kolltan Pharmaceuticals, Inc. February 2013 - Present
Eleven Biotherapeutics October 2013 - Present
ISTA Pharmaceuticals June 2010 - June 2012
Axerion Therapeutics, Inc September 2009 - May 2010
Panacos Pharmaceuticals, Inc January 2008 - February 2009
HSBC Securities (USA) Inc March 2005 - November 2007
CIBC World Markets February 2001 - February 2005
Lehman Brothers July 1999 - February 2001
Salomon Brothers/Salomon Smith Barney/Citigroup July 1995 - July 1999
SG Warburg November 1994 - July 1995
Skills
Pharmaceuticals, Mergers, Healthcare, Debt, Valuation, Biotechnology
Education
Duke University 1983 — 1987
Bachelor of Science, Psychology
Doreen Severs Doreen Severs's CIBC World Markets Experience 1997 - 2003
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman LLC 2007 - Present
Lehman Brothers 2005 - 2007
Deutsche Bank 2003 - 2004
CIBC World Markets 1997 - 2003
Skills
Vendor Management, Asset Management, Equities, Portfolio Management, Financial Services, PMO, Due Diligence, Asset Managment, Strategy, Finance, Executive Management, Leadership, Management, Wealth Management
Education
Fairleigh Dickinson University 1983 — 1986
Master of Business Administration (M.B.A.)
The College of New Jersey 1977 — 1981
Bachelor of Science (BS), Accounting
Neuberger Berman LLC 2007 - Present
Lehman Brothers 2005 - 2007
Deutsche Bank 2003 - 2004
CIBC World Markets 1997 - 2003
Skills
Vendor Management, Asset Management, Equities, Portfolio Management, Financial Services, PMO, Due Diligence, Asset Managment, Strategy, Finance, Executive Management, Leadership, Management, Wealth Management
Education
Fairleigh Dickinson University 1983 — 1986
Master of Business Administration (M.B.A.)
The College of New Jersey 1977 — 1981
Bachelor of Science (BS), Accounting
Nicholas Blanchette Nicholas Blanchette's CIBC World Markets Experience 2006 - 2007
Job SharePoint/.Net Developer
Industry Information Technology and Services
Experience
Blanic Consulting August 2012 - Present
Nexio August 2012 - Present
CSC May 2012 - August 2012
Tink June 2010 - May 2012
CGI April 2007 - June 2010
CIBC World Markets 2006 - 2007
S.R.I.C. 2006 - 2006
Skills
SharePoint, .NET, C#, LINQ, SQL Server, VB.NET, Visual Studio, JavaScript, SQL, ASP.NET, CSS, Web Development, HTML, SSRS, SSIS, WinForms, IIS, AJAX, WCF
Education
Dawson College 2002 — 2006
D.E.C., Information Technology
Blanic Consulting August 2012 - Present
Nexio August 2012 - Present
CSC May 2012 - August 2012
Tink June 2010 - May 2012
CGI April 2007 - June 2010
CIBC World Markets 2006 - 2007
S.R.I.C. 2006 - 2006
Skills
SharePoint, .NET, C#, LINQ, SQL Server, VB.NET, Visual Studio, JavaScript, SQL, ASP.NET, CSS, Web Development, HTML, SSRS, SSIS, WinForms, IIS, AJAX, WCF
Education
Dawson College 2002 — 2006
D.E.C., Information Technology
Dale Favors's CIBC World Markets Experience February 2007 - February 2008
Job Managing Director, Institutional Equities at CastleOak Securities, L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. December 2014 - Present
Piper Jaffray September 2009 - September 2014
RBC Capital Markets February 2008 - May 2009
CIBC World Markets February 2007 - February 2008
FutureTrade Securities 2003 - 2007
Bloomberg Tradebook 2000 - 2003
Bloomberg 1996 - 2003
Morgan Stanley 1993 - 1995
Skills
Equity Trading, Electronic Trading, Market Data, Equities, Trading Systems, Hedge Funds, Relationship Marketing, Capital Markets, Fixed Income, Series 7, Trading, Options, Securities, Series 63, Derivatives, Portfolio Management, Asset Management, Bloomberg, Bonds, Investment Banking, Financial Markets, Alternative Investments, Investments, Equity Derivatives, ETFs, Equity Research, FINRA, Structured Products, Series 24, Mutual Funds, Prime Brokerage, Asset Allocation, FX Options, Investment Management, Investment Strategies, Trading Strategies, Emerging Markets, Investment Advisory, Proprietary Trading, Private Equity, Hedging, Wealth Management, Bloomberg Terminal
Education
Florida A&M University 1987 — 2003
Master of Business Administration (MBA), Finance
Florida Agricultural and Mechanical University 1987 — 1993
Business
CastleOak Securities, L.P. December 2014 - Present
Piper Jaffray September 2009 - September 2014
RBC Capital Markets February 2008 - May 2009
CIBC World Markets February 2007 - February 2008
FutureTrade Securities 2003 - 2007
Bloomberg Tradebook 2000 - 2003
Bloomberg 1996 - 2003
Morgan Stanley 1993 - 1995
Skills
Equity Trading, Electronic Trading, Market Data, Equities, Trading Systems, Hedge Funds, Relationship Marketing, Capital Markets, Fixed Income, Series 7, Trading, Options, Securities, Series 63, Derivatives, Portfolio Management, Asset Management, Bloomberg, Bonds, Investment Banking, Financial Markets, Alternative Investments, Investments, Equity Derivatives, ETFs, Equity Research, FINRA, Structured Products, Series 24, Mutual Funds, Prime Brokerage, Asset Allocation, FX Options, Investment Management, Investment Strategies, Trading Strategies, Emerging Markets, Investment Advisory, Proprietary Trading, Private Equity, Hedging, Wealth Management, Bloomberg Terminal
Education
Florida A&M University 1987 — 2003
Master of Business Administration (MBA), Finance
Florida Agricultural and Mechanical University 1987 — 1993
Business
Meghan Drake Meghan Drake's CIBC World Markets Experience March 2005 - May 2006
Job Technology, Media & Telecommunications Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2011 - 2013
Medici Medical Technologies, a medical device start-up September 2009 - 2011
Credit Suisse June 2010 - August 2010
Cowen and Company, LLC May 2006 - October 2008
CIBC World Markets March 2005 - May 2006
Digitas May 2004 - March 2005
Harvard Business School Department of Research July 2002 - 2004
Skills
Investment Banking, Entrepreneurship, Start-ups, Analysis, Financial Modeling, Valuation, Healthcare, Business Strategy, Corporate Development, Technology, Strategy, Marketing
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Concentration in Financial Analysis and Program for Entrepreneurs "P4E"
Smith College
B.A., Economics
The London School of Economics and Political Science (LSE)
General Course, Economics
Credit Suisse July 2011 - 2013
Medici Medical Technologies, a medical device start-up September 2009 - 2011
Credit Suisse June 2010 - August 2010
Cowen and Company, LLC May 2006 - October 2008
CIBC World Markets March 2005 - May 2006
Digitas May 2004 - March 2005
Harvard Business School Department of Research July 2002 - 2004
Skills
Investment Banking, Entrepreneurship, Start-ups, Analysis, Financial Modeling, Valuation, Healthcare, Business Strategy, Corporate Development, Technology, Strategy, Marketing
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Concentration in Financial Analysis and Program for Entrepreneurs "P4E"
Smith College
B.A., Economics
The London School of Economics and Political Science (LSE)
General Course, Economics
Joe Stevens Joe Stevens's CIBC World Markets Experience 2010 - April 2013
Job Managing Director at Annaly Capital Management
Industry Commercial Real Estate
Experience
Annaly Capital Management May 2014 - Present
MC Five Mile April 2013 - May 2014
CIBC World Markets 2010 - April 2013
Kimco Realty Corporation 2001 - 2009
GE Capital September 1997 - September 1999
GE Capital September 1992 - September 1997
Skills
Mergers, Capital Markets, Loans, Real Estate Finance, Real Estate Investment, Private Equity, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Structured Finance, Portfolio Management, Real Estate Transactions, Investments, Commercial Real Estate, Real Estate, Acquisitions, Finance
Education
Duke University 1985 — 1989
BA, Public Policy
Annaly Capital Management May 2014 - Present
MC Five Mile April 2013 - May 2014
CIBC World Markets 2010 - April 2013
Kimco Realty Corporation 2001 - 2009
GE Capital September 1997 - September 1999
GE Capital September 1992 - September 1997
Skills
Mergers, Capital Markets, Loans, Real Estate Finance, Real Estate Investment, Private Equity, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Structured Finance, Portfolio Management, Real Estate Transactions, Investments, Commercial Real Estate, Real Estate, Acquisitions, Finance
Education
Duke University 1985 — 1989
BA, Public Policy
Jay Lugosch Jay Lugosch's CIBC World Markets Experience May 2015 - Present
Job Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - Present
Xiphias Capital LLC March 2012 - May 2015
Broadacre Financial May 2013 - May 2014
Johnson Capital April 2012 - July 2013
Lazard Capital Markets May 2011 - February 2012
Janney Montgomery Scott January 2011 - April 2011
Private Practice 2009 - 2010
Merrill Lynch 2003 - 2008
Commonwealth Development Group 1999 - 1999
Skills
Financial Modeling, Credit, Valuation, Investment Banking, Equity Research, Commercial Mortgages, Financial Analysis, Capital Markets, Portfolio Management, Investments, Due Diligence, Finance, Mergers & Acquisitions, Real Estate Economics, Loans, Credit Analysis, Banking, Private Equity, Real Estate, Underwriting, Commercial Real Estate, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Finance
Middlebury College 1997 — 2001
B.A.S., Economics, Classics
The Roxbury Latin School 1990 — 1997
H.S.
CIBC World Markets May 2015 - Present
Xiphias Capital LLC March 2012 - May 2015
Broadacre Financial May 2013 - May 2014
Johnson Capital April 2012 - July 2013
Lazard Capital Markets May 2011 - February 2012
Janney Montgomery Scott January 2011 - April 2011
Private Practice 2009 - 2010
Merrill Lynch 2003 - 2008
Commonwealth Development Group 1999 - 1999
Skills
Financial Modeling, Credit, Valuation, Investment Banking, Equity Research, Commercial Mortgages, Financial Analysis, Capital Markets, Portfolio Management, Investments, Due Diligence, Finance, Mergers & Acquisitions, Real Estate Economics, Loans, Credit Analysis, Banking, Private Equity, Real Estate, Underwriting, Commercial Real Estate, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Finance
Middlebury College 1997 — 2001
B.A.S., Economics, Classics
The Roxbury Latin School 1990 — 1997
H.S.
Christian T. Nolan Christian T. Nolan's CIBC World Markets Experience April 2010 - January 2013
Job Product Specialist | Client Relationship Manager
Industry Financial Services
Experience
Quantrom Ltd. September 2014 - Present
Airbnb July 2014 - Present
Financial Services Executive February 2013 - Present
CIBC World Markets April 2010 - January 2013
ING Investment Management October 2007 - July 2009
BNY Asset Management August 2006 - September 2007
Bank of Montreal November 1990 - February 2005
Skills
Relationship Management, Fixed Income, Derivatives, Portfolio Management, Alternative Investments, Equities, Capital Markets, Mutual Funds, Asset Allocation, Qualifying Prospects, Structured Products, Investments, Client Retention..., Cross Selling, Public Speaking, Distribution Strategies, Product & Sales Training, Business Development, Organization, Social Skills, Product Management, FX Options, Communication, Investment Banking, Strategy, Financial Management..., Bloomberg, Hedge Funds, Financial Markets, Investment Management, Securities, Finance, Bonds, Series 7, Asset Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
McGill University
BA, Economics & Political Science
Quantrom Ltd. September 2014 - Present
Airbnb July 2014 - Present
Financial Services Executive February 2013 - Present
CIBC World Markets April 2010 - January 2013
ING Investment Management October 2007 - July 2009
BNY Asset Management August 2006 - September 2007
Bank of Montreal November 1990 - February 2005
Skills
Relationship Management, Fixed Income, Derivatives, Portfolio Management, Alternative Investments, Equities, Capital Markets, Mutual Funds, Asset Allocation, Qualifying Prospects, Structured Products, Investments, Client Retention..., Cross Selling, Public Speaking, Distribution Strategies, Product & Sales Training, Business Development, Organization, Social Skills, Product Management, FX Options, Communication, Investment Banking, Strategy, Financial Management..., Bloomberg, Hedge Funds, Financial Markets, Investment Management, Securities, Finance, Bonds, Series 7, Asset Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
McGill University
BA, Economics & Political Science
Carmen Chu Carmen Chu's CIBC World Markets Experience June 2005 - August 2005
Job Finance Consultant at The Economist
Industry Retail
Experience
The Economist January 2015 - Present
Juicy Couture September 2013 - July 2014
Chanel September 2008 - September 2013
PricewaterhouseCoopers July 2006 - September 2008
CIBC World Markets June 2005 - August 2005
Skills
US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Auditing, Financial Analysis, Journal Entries, P&L Forecasting, Budgets, Monthly Close, Variance Analysis, Expense Management, Expense Allocation, Financial Statements, Hyperion HFM, Essbase, Hyperion Reports
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
Bachelor of Science, Accounting
Fashion Institute of Technology
Professional non-degree certificate courses, Omni-Channel Retail and Convergence
The Economist January 2015 - Present
Juicy Couture September 2013 - July 2014
Chanel September 2008 - September 2013
PricewaterhouseCoopers July 2006 - September 2008
CIBC World Markets June 2005 - August 2005
Skills
US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Auditing, Financial Analysis, Journal Entries, P&L Forecasting, Budgets, Monthly Close, Variance Analysis, Expense Management, Expense Allocation, Financial Statements, Hyperion HFM, Essbase, Hyperion Reports
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
Bachelor of Science, Accounting
Fashion Institute of Technology
Professional non-degree certificate courses, Omni-Channel Retail and Convergence
Lisa Conrad Lisa Conrad's CIBC World Markets Experience March 2008 - December 2009
Job Director, Client Service at Artemis Investment Management
Industry Financial Services
Experience
Artemis Investment Management January 2010 - Present
CIBC World Markets March 2008 - December 2009
CIBC Wood Gundy October 2002 - March 2008
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Investments, Mutual Funds, Capital Markets, Fixed Income, Portfolio Management, Securities, Wealth Management, Asset Allocation, Investment Strategies, Private Equity, Personal Financial...
Education
Dalhousie University
Bachelor of Commerce
Park View Educational Center
Artemis Investment Management January 2010 - Present
CIBC World Markets March 2008 - December 2009
CIBC Wood Gundy October 2002 - March 2008
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Investments, Mutual Funds, Capital Markets, Fixed Income, Portfolio Management, Securities, Wealth Management, Asset Allocation, Investment Strategies, Private Equity, Personal Financial...
Education
Dalhousie University
Bachelor of Commerce
Park View Educational Center
Martha Fell Martha Fell's CIBC World Markets Experience 1993 - 2007
Job Independent Director
Industry Nonprofit Organization Management
Experience
BlackRock Asset Management Canada Limited February 2014 - Present
Havergal College, Board of Governors September 2013 - Present
Women in Capital Markets May 2008 - June 2013
CIBC World Markets 1993 - 2007
Skills
Strategic Planning, Business Strategy, Public Speaking, Fundraising, Strategy, Leadership, Entrepreneurship
Education
Dalhousie University 1987 — 1991
Bachelor of Commerce (BCom)
BlackRock Asset Management Canada Limited February 2014 - Present
Havergal College, Board of Governors September 2013 - Present
Women in Capital Markets May 2008 - June 2013
CIBC World Markets 1993 - 2007
Skills
Strategic Planning, Business Strategy, Public Speaking, Fundraising, Strategy, Leadership, Entrepreneurship
Education
Dalhousie University 1987 — 1991
Bachelor of Commerce (BCom)
Stephen Nuzzolo Stephen Nuzzolo's CIBC World Markets Experience April 2005 - January 2009
Job Senior Director at Alvarez and Marsal
Industry Commercial Real Estate
Experience
Alvarez and Marsal March 2009 - Present
CIBC World Markets April 2005 - January 2009
Deloitte & Touche May 2003 - March 2005
BD June 1994 - July 2001
Skills
Capital Markets, CMBS, Mezzanine, Hotels, Microsoft Office, Debt, Valuation, Real Estate Investment, Securitization, Due Diligence, Underwriting, Loans, Real Estate Finance, Structuring, Asset Management, Structured Finance, Capital, Financial Modeling, Real Estate, Portfolio Management, Financial Analysis, Credit, DCF, Credit Analysis, Restructuring, Workout, Deal Structuring, Banking, Mortgage, Real Estate Economics, Asset Managment, Negotiation, Business Valuation, Investments, Commercial Real Estate, Finance, Disposition, Investment Banking, Acquisitions, Equities, Joint Ventures, Funding, Investment Properties, Appraisals, Financial Services, Debt Restructuring, Real Estate Financing, Commercial Mortgages, Financial Advisory, Corporate Real Estate
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Northeastern University 1989 — 1994
BS, Mechanical Engineering
Alvarez and Marsal March 2009 - Present
CIBC World Markets April 2005 - January 2009
Deloitte & Touche May 2003 - March 2005
BD June 1994 - July 2001
Skills
Capital Markets, CMBS, Mezzanine, Hotels, Microsoft Office, Debt, Valuation, Real Estate Investment, Securitization, Due Diligence, Underwriting, Loans, Real Estate Finance, Structuring, Asset Management, Structured Finance, Capital, Financial Modeling, Real Estate, Portfolio Management, Financial Analysis, Credit, DCF, Credit Analysis, Restructuring, Workout, Deal Structuring, Banking, Mortgage, Real Estate Economics, Asset Managment, Negotiation, Business Valuation, Investments, Commercial Real Estate, Finance, Disposition, Investment Banking, Acquisitions, Equities, Joint Ventures, Funding, Investment Properties, Appraisals, Financial Services, Debt Restructuring, Real Estate Financing, Commercial Mortgages, Financial Advisory, Corporate Real Estate
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Northeastern University 1989 — 1994
BS, Mechanical Engineering
R. Blake Dumelie R. Blake Dumelie's CIBC World Markets Experience August 2010 - September 2013
Job Associate Director, Securitization & Funding Services at Central 1 Credit Union
Industry Capital Markets
Experience
Central 1 Credit Union August 2015 - Present
Central 1 Credit Union October 2013 - August 2015
CIBC World Markets August 2010 - September 2013
RBC September 2009 - August 2010
Skills
Credit, Capital Markets, Credit Derivatives, Bonds, Bloomberg, Equities, Financial Modeling, Valuation, Corporate Finance, Derivatives, Finance, Analysis
Education
Dalhousie University 2004 — 2008
BCOMM, Finance & International Business
Grenoble Ecole de Management - Grenoble Graduate School of Business 2007 — 2007
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
Central 1 Credit Union August 2015 - Present
Central 1 Credit Union October 2013 - August 2015
CIBC World Markets August 2010 - September 2013
RBC September 2009 - August 2010
Skills
Credit, Capital Markets, Credit Derivatives, Bonds, Bloomberg, Equities, Financial Modeling, Valuation, Corporate Finance, Derivatives, Finance, Analysis
Education
Dalhousie University 2004 — 2008
BCOMM, Finance & International Business
Grenoble Ecole de Management - Grenoble Graduate School of Business 2007 — 2007
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
Lynne Mazin, JD, MBA's CIBC World Markets Experience April 2009 - Present
Job Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG November 2013 - Present
CIBC World Markets April 2009 - Present
Scotia Capital March 2001 - February 2009
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
New York Law School 1997 — 2000
JD, Law
University of Michigan 1994 — 1997
Mamaroneck High 1993 — 1997
Commerzbank AG November 2013 - Present
CIBC World Markets April 2009 - Present
Scotia Capital March 2001 - February 2009
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
New York Law School 1997 — 2000
JD, Law
University of Michigan 1994 — 1997
Mamaroneck High 1993 — 1997
Scott Jenkins's CIBC World Markets Experience 1998 - 2003
Job Technology Investment Banker
Industry Financial Services
Experience
New Century Capital Partners and THiNKGREEN! Global Advisors September 2008 - Present
Valens Capital Management 2006 - 2008
ARC Investment Partners 2005 - 2006
Roth Capital Partners 2003 - 2005
CIBC World Markets 1998 - 2003
SunTrust Robinson Humphrey 1993 - 1997
Skills
Valuation, Mergers, Financial Analysis, Business Development, Capital Raising, Negotiation, Business Process..., Private Placements, Cleantech, Equities, IPO, Equity Research, Banking, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Project Finance, Capital Markets, Investment Banking, Portfolio Management, Venture Capital, Structured Finance, Hedge Funds, Funding, Restructuring, Financial Modeling, Alternative Investments, Financial Structuring, Asset Management, Financial Services, Financial Advisory
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, Corporate Finance
University of Georgia - Terry College of Business 1989 — 1993
BBA, Financial Engineering
New Century Capital Partners and THiNKGREEN! Global Advisors September 2008 - Present
Valens Capital Management 2006 - 2008
ARC Investment Partners 2005 - 2006
Roth Capital Partners 2003 - 2005
CIBC World Markets 1998 - 2003
SunTrust Robinson Humphrey 1993 - 1997
Skills
Valuation, Mergers, Financial Analysis, Business Development, Capital Raising, Negotiation, Business Process..., Private Placements, Cleantech, Equities, IPO, Equity Research, Banking, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Project Finance, Capital Markets, Investment Banking, Portfolio Management, Venture Capital, Structured Finance, Hedge Funds, Funding, Restructuring, Financial Modeling, Alternative Investments, Financial Structuring, Asset Management, Financial Services, Financial Advisory
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, Corporate Finance
University of Georgia - Terry College of Business 1989 — 1993
BBA, Financial Engineering
Philip Fricke Philip Fricke's CIBC World Markets Experience 1999 - 2000
Job Board of Directors Member; Corporate Finance Executive; Investment Banker; Commercial Real Estate Consultant
Industry Commercial Real Estate
Experience
Keller Williams Commercial Realty October 2013 - Present
Local Corporation 2003 - Present
PKF Financial Consultants Inc. 2001 - Present
MI Developments Corporation 2004 - 2009
Prudential Securities 1988 - 2001
CIBC World Markets 1999 - 2000
Goldman Sachs 1981 - 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation, Analysts, Equity analysis, Strategic financial..., Equity Capital Markets, Capital Markets Analysis, capital markets..., Executive Coaching, Equity Research, Online Marketing, Financial Research, Online Advertising, Leadership, Mergers & Acquisitions, Entrepreneurship, Team Leadership, Management, Consulting, Strategy, Analysis, Finance, IPO, Forecasting, Investments, Valuation
Education
Fairleigh Dickinson University 1963 — 1975
Master of Business Administration (M.B.A.), Corporate Finance and Economics
Fairleigh Dickinson University 1964 — 1968
Bachelor of Arts (B.A.), Psychology
Fairleigh Dickinson University
Master of Arts (MA), Psychology
Keller Williams Commercial Realty October 2013 - Present
Local Corporation 2003 - Present
PKF Financial Consultants Inc. 2001 - Present
MI Developments Corporation 2004 - 2009
Prudential Securities 1988 - 2001
CIBC World Markets 1999 - 2000
Goldman Sachs 1981 - 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation, Analysts, Equity analysis, Strategic financial..., Equity Capital Markets, Capital Markets Analysis, capital markets..., Executive Coaching, Equity Research, Online Marketing, Financial Research, Online Advertising, Leadership, Mergers & Acquisitions, Entrepreneurship, Team Leadership, Management, Consulting, Strategy, Analysis, Finance, IPO, Forecasting, Investments, Valuation
Education
Fairleigh Dickinson University 1963 — 1975
Master of Business Administration (M.B.A.), Corporate Finance and Economics
Fairleigh Dickinson University 1964 — 1968
Bachelor of Arts (B.A.), Psychology
Fairleigh Dickinson University
Master of Arts (MA), Psychology
Jean Dacanay's CIBC World Markets Experience February 1993 - November 2002
Job Manager/ Advisory at PwC
Industry Financial Services
Experience
PwC January 2015 - Present
Raymond James Financial Inc. August 2012 - December 2014
Raymond James Financial Inc. August 2012 - December 2014
Risknetix November 2011 - August 2012
NeoNet Securities Inc 2005 - October 2011
UPS March 2003 - December 2006
NASD April 2004 - October 2005
CIBC World Markets February 1993 - November 2002
Oppenheimer & Co. February 1993 - May 1997
Northwestern Mutual August 1990 - May 1991
Skills
Compliance, Equities, Equity Trading, Credit Analysis, Strategic Planning, Risk Management, Fixed Income Products, Mutual Funds, Derivatives, Options, Surveillance, SEC reporting, FINRA, Compliance Audits, Internal Audit, Electronic Trading, Anti Money Laundering, Bonds, Capital Markets, Financial Risk, Fixed Income, Quality Auditing, SEC filings, Securities, Trading
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Rutgers University-New Brunswick 1987 — 1991
PwC January 2015 - Present
Raymond James Financial Inc. August 2012 - December 2014
Raymond James Financial Inc. August 2012 - December 2014
Risknetix November 2011 - August 2012
NeoNet Securities Inc 2005 - October 2011
UPS March 2003 - December 2006
NASD April 2004 - October 2005
CIBC World Markets February 1993 - November 2002
Oppenheimer & Co. February 1993 - May 1997
Northwestern Mutual August 1990 - May 1991
Skills
Compliance, Equities, Equity Trading, Credit Analysis, Strategic Planning, Risk Management, Fixed Income Products, Mutual Funds, Derivatives, Options, Surveillance, SEC reporting, FINRA, Compliance Audits, Internal Audit, Electronic Trading, Anti Money Laundering, Bonds, Capital Markets, Financial Risk, Fixed Income, Quality Auditing, SEC filings, Securities, Trading
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Rutgers University-New Brunswick 1987 — 1991
Katherine Aure Katherine Aure's CIBC World Markets Experience October 2004 - April 2005
Job Sr. QA Analyst at TD Wealth Management
Industry Information Technology and Services
Experience
TD Wealth Management January 2012 - July 2014
Alpha Group September 2011 - January 2012
TD Securities April 2011 - July 2011
TD Securities February 2010 - March 2011
CIBC August 2009 - January 2010
INTRIA Items Inc. 2007 - August 2009
CIBC World Markets October 2004 - April 2005
Farelogix 2002 - 2004
Simvest Solutions February 2001 - November 2001
Simvest Solutions November 1999 - January 2001
Skills
Testing, Test Planning, User Acceptance Testing, Functional Analysis, User Interface Design, Requirements Analysis, Test Cases, Manual Testing, Quality Assurance, Software Quality..., End User Training, End User Support, SDLC, Databases, Analysis, Documentation, Microsoft Office, Organizing, Problem Solving, Quality Center, Calypso, Summit, MarkitServe, Wall Street, JIRA, IBM PC, Software Documentation, Defect Tracking, QTP, System Testing, Business Analysis, Test Strategy, Regression Testing, Visio, Test Management, Agile Testing, Release Management, Test Automation, Systems Analysis, HP Quality Center
Education
Seneca College of Applied Arts and Technology 1997 — 2000
Diploma, Computer Programming and Operating
Far Eastern University 1994 — 1996
Certificate, Computer
La Consolacion College 1990 — 1994
High School, High School/Secondary Diplomas and Certificates
TD Wealth Management January 2012 - July 2014
Alpha Group September 2011 - January 2012
TD Securities April 2011 - July 2011
TD Securities February 2010 - March 2011
CIBC August 2009 - January 2010
INTRIA Items Inc. 2007 - August 2009
CIBC World Markets October 2004 - April 2005
Farelogix 2002 - 2004
Simvest Solutions February 2001 - November 2001
Simvest Solutions November 1999 - January 2001
Skills
Testing, Test Planning, User Acceptance Testing, Functional Analysis, User Interface Design, Requirements Analysis, Test Cases, Manual Testing, Quality Assurance, Software Quality..., End User Training, End User Support, SDLC, Databases, Analysis, Documentation, Microsoft Office, Organizing, Problem Solving, Quality Center, Calypso, Summit, MarkitServe, Wall Street, JIRA, IBM PC, Software Documentation, Defect Tracking, QTP, System Testing, Business Analysis, Test Strategy, Regression Testing, Visio, Test Management, Agile Testing, Release Management, Test Automation, Systems Analysis, HP Quality Center
Education
Seneca College of Applied Arts and Technology 1997 — 2000
Diploma, Computer Programming and Operating
Far Eastern University 1994 — 1996
Certificate, Computer
La Consolacion College 1990 — 1994
High School, High School/Secondary Diplomas and Certificates
Melinda W. Snyder Melinda W. Snyder's CIBC World Markets Experience April 1986 - January 1993
Job Senior Vice President, The Private Bank Wells Fargo
Industry Financial Services
Experience
The Private Bank - Wells Fargo August 2001 - Present
Schneider Widuch January 1993 - August 2001
CIBC World Markets April 1986 - January 1993
Skills
Wealth Management, Credit, Investment Advisory, Private Banking, Portfolio Management, High Net Worth..., Commercial Lending, Asset Allocation, Mortgage Lending, Financial Services, Management Consulting, Fundraising, Management, Wealth, Finance, Strategy
Education
DePauw University
Bachelor of Arts (B.A.), Political Science
The Private Bank - Wells Fargo August 2001 - Present
Schneider Widuch January 1993 - August 2001
CIBC World Markets April 1986 - January 1993
Skills
Wealth Management, Credit, Investment Advisory, Private Banking, Portfolio Management, High Net Worth..., Commercial Lending, Asset Allocation, Mortgage Lending, Financial Services, Management Consulting, Fundraising, Management, Wealth, Finance, Strategy
Education
DePauw University
Bachelor of Arts (B.A.), Political Science
Jason Levee Jason Levee's CIBC World Markets Experience June 2010 - May 2012
Job Senior Associate at Optimity Advisors
Industry Financial Services
Experience
Optimity Advisors September 2014 - Present
Emory University Goizueta Business School July 2012 - May 2014
BMO Capital Markets June 2013 - August 2013
CIBC World Markets June 2010 - May 2012
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Financial Analysis, Credit Analysis, Microsoft Excel, Financial Modeling, Data Modeling, Financial Statement..., Derivatives, Hedge Funds, Credit, Finance, Strategy, Valuation, Corporate Finance, Analytics, Data Analysis, Investment Banking
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, Analytics
University of Florida 2004 — 2008
B.A., Economics
Optimity Advisors September 2014 - Present
Emory University Goizueta Business School July 2012 - May 2014
BMO Capital Markets June 2013 - August 2013
CIBC World Markets June 2010 - May 2012
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Financial Analysis, Credit Analysis, Microsoft Excel, Financial Modeling, Data Modeling, Financial Statement..., Derivatives, Hedge Funds, Credit, Finance, Strategy, Valuation, Corporate Finance, Analytics, Data Analysis, Investment Banking
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, Analytics
University of Florida 2004 — 2008
B.A., Economics
Christine Eisenhauer Christine Eisenhauer's CIBC World Markets Experience June 1999 - December 2000
Job On maternity leave
Industry Human Resources
Experience
On Maternity Leave July 2013 - Present
HR Consultant June 2012 - Present
Boomerswork.ca June 2012 - Present
Archway Search Consultants May 2009 - June 2012
Scotia Capital October 2006 - September 2008
Amaranth Advisors 2003 - 2006
Raymond James Ltd. January 2002 - December 2003
Raymond James Financial January 2001 - December 2002
Raymond James Financial January 2001 - December 2002
CIBC World Markets June 1999 - December 2000
Skills
Recruiting, Asset Managment, Financial Analysis, Investments, Risk Management
Education
Dalhousie University 1995 — 1999
BComm, Commerce Co-op
Lakefield College School
On Maternity Leave July 2013 - Present
HR Consultant June 2012 - Present
Boomerswork.ca June 2012 - Present
Archway Search Consultants May 2009 - June 2012
Scotia Capital October 2006 - September 2008
Amaranth Advisors 2003 - 2006
Raymond James Ltd. January 2002 - December 2003
Raymond James Financial January 2001 - December 2002
Raymond James Financial January 2001 - December 2002
CIBC World Markets June 1999 - December 2000
Skills
Recruiting, Asset Managment, Financial Analysis, Investments, Risk Management
Education
Dalhousie University 1995 — 1999
BComm, Commerce Co-op
Lakefield College School
Chris Droussiotis's CIBC World Markets Experience 1994 - 1997
Job Managing Director Leveraged & Structured Finance at SMBC & Adjunct Professor of Finance at Fordham, Baruch and FDU
Industry Investment Banking
Experience
Sumitomo Mitsui Banking Corporation October 2007 - Present
Fordham University August 2007 - Present
Baruch College July 2007 - Present
Fairleigh Dickinson University 2003 - Present
Bank of Tokyo-Mitsubishi July 2000 - October 2007
Mizuho Corporate Bank March 1997 - July 2000
CIBC Oppenheimer October 1994 - March 1997
CIBC World Markets 1994 - 1997
Mitsui Nevitt Capital Corp, March 1993 - June 1994
Bank of America NT & SA 1986 - 1994
Skills
Leveraged Finance, Financial Modeling, Lecturing, Credit Analysis, Valuation, Capital Markets, Equities, Investment Banking, Corporate Finance, Private Equity, Portfolio Management, Due Diligence, Investments, Financial Risk, Risk Management, Financial Structuring, Bloomberg, Finance, Managerial Finance, Market Risk, Banking, Structured Finance, Analysis, Alternative Investments, Derivatives, Project Finance, Venture Capital, Quantitative Analytics, Credit, Fixed Income, Financial Analysis, Emerging Markets, Mergers, Hedge Funds, Economics, Credit Risk, Bonds, Asset Management, Loans, Structured Products, Mergers & Acquisitions, Equity Research, Securities, LBO, Financial Services, Options, Trading, Financial Markets, FX Options, University Teaching
Education
Fairleigh Dickinson University 1985 — 1987
MBA, Investment Analysis, Corporate Finance
Fairleigh Dickinson University 1982 — 1985
B.Sc., Hotel Management
Sumitomo Mitsui Banking Corporation October 2007 - Present
Fordham University August 2007 - Present
Baruch College July 2007 - Present
Fairleigh Dickinson University 2003 - Present
Bank of Tokyo-Mitsubishi July 2000 - October 2007
Mizuho Corporate Bank March 1997 - July 2000
CIBC Oppenheimer October 1994 - March 1997
CIBC World Markets 1994 - 1997
Mitsui Nevitt Capital Corp, March 1993 - June 1994
Bank of America NT & SA 1986 - 1994
Skills
Leveraged Finance, Financial Modeling, Lecturing, Credit Analysis, Valuation, Capital Markets, Equities, Investment Banking, Corporate Finance, Private Equity, Portfolio Management, Due Diligence, Investments, Financial Risk, Risk Management, Financial Structuring, Bloomberg, Finance, Managerial Finance, Market Risk, Banking, Structured Finance, Analysis, Alternative Investments, Derivatives, Project Finance, Venture Capital, Quantitative Analytics, Credit, Fixed Income, Financial Analysis, Emerging Markets, Mergers, Hedge Funds, Economics, Credit Risk, Bonds, Asset Management, Loans, Structured Products, Mergers & Acquisitions, Equity Research, Securities, LBO, Financial Services, Options, Trading, Financial Markets, FX Options, University Teaching
Education
Fairleigh Dickinson University 1985 — 1987
MBA, Investment Analysis, Corporate Finance
Fairleigh Dickinson University 1982 — 1985
B.Sc., Hotel Management
Harry Burgers Harry Burgers's CIBC World Markets Experience June 2013 - June 2014
Job BI Architect at Atlantic Central (on contract for CGI)
Industry Information Technology and Services
Experience
Halifax Regional Municipality April 2015 - Present
CGI September 2003 - Present
Atlantic Central June 2015 - August 2015
Halifax Regional Municipality August 2014 - April 2015
CGI April 2014 - March 2015
CIBC World Markets June 2013 - June 2014
Veterans Affairs Canada / Anciens Combattants Canada November 2013 - January 2014
Government of New Brunswick - EECD January 2013 - April 2013
Government of New Brunswick October 2012 - November 2012
Veterans Affairs Canada May 2012 - July 2012
Skills
Enterprise Architecture, Integration, Application Architecture, Software Development..., Strategic Planning, Project Estimation, Process Definition, Data Modeling, Requirements Analysis, TOGAF, IT Strategy, SDLC, Business Analysis, Requirements Gathering, ITIL, Systems Analysis, Vendor Management, PMP, Solution Architecture, Project Portfolio..., Enterprise Software, Data Architecture, Business Intelligence, SharePoint, Governance, Business Requirements, Disaster Recovery, Telecommunications, Databases, SQL, Architectures, Project Management, XML, Software Documentation, PMO, Analysis, System Architecture, Strategy, Software Project..., Team Leadership, SOA, Business Process, Consulting, Project Planning, Management, Data Warehousing, Sparx Enterprise..., Microsoft SQL Server, Business Process..., Project Delivery
Education
Dalhousie University 1982 — 1985
BSc, Math & Computer Science
Nova Scotia College of Art and Design 1979 — 1982
Bachelor of Fine Arts, Sculpture and Photography
Halifax Regional Municipality April 2015 - Present
CGI September 2003 - Present
Atlantic Central June 2015 - August 2015
Halifax Regional Municipality August 2014 - April 2015
CGI April 2014 - March 2015
CIBC World Markets June 2013 - June 2014
Veterans Affairs Canada / Anciens Combattants Canada November 2013 - January 2014
Government of New Brunswick - EECD January 2013 - April 2013
Government of New Brunswick October 2012 - November 2012
Veterans Affairs Canada May 2012 - July 2012
Skills
Enterprise Architecture, Integration, Application Architecture, Software Development..., Strategic Planning, Project Estimation, Process Definition, Data Modeling, Requirements Analysis, TOGAF, IT Strategy, SDLC, Business Analysis, Requirements Gathering, ITIL, Systems Analysis, Vendor Management, PMP, Solution Architecture, Project Portfolio..., Enterprise Software, Data Architecture, Business Intelligence, SharePoint, Governance, Business Requirements, Disaster Recovery, Telecommunications, Databases, SQL, Architectures, Project Management, XML, Software Documentation, PMO, Analysis, System Architecture, Strategy, Software Project..., Team Leadership, SOA, Business Process, Consulting, Project Planning, Management, Data Warehousing, Sparx Enterprise..., Microsoft SQL Server, Business Process..., Project Delivery
Education
Dalhousie University 1982 — 1985
BSc, Math & Computer Science
Nova Scotia College of Art and Design 1979 — 1982
Bachelor of Fine Arts, Sculpture and Photography
Sean C. O'Malley's CIBC World Markets Experience December 2010 - August 2013
Job Realty Finance Trust
Industry Real Estate
Experience
Realty Finance Trust September 2014 - Present
MC Five Mile August 2013 - August 2014
CIBC World Markets December 2010 - August 2013
Urban Retail Properties, LLC November 2008 - December 2010
RBC Capital Markets May 2006 - November 2008
GE Real Estate April 2003 - May 2006
Bear Stearns June 2000 - April 2003
Long Term Credit Bank of Japan June 1993 - July 1995
The Balcor Company 1988 - 1993
Skills
Finance
Education
DePaul University 1983 — 1987
BS Finance, Finance and Marketing
Realty Finance Trust September 2014 - Present
MC Five Mile August 2013 - August 2014
CIBC World Markets December 2010 - August 2013
Urban Retail Properties, LLC November 2008 - December 2010
RBC Capital Markets May 2006 - November 2008
GE Real Estate April 2003 - May 2006
Bear Stearns June 2000 - April 2003
Long Term Credit Bank of Japan June 1993 - July 1995
The Balcor Company 1988 - 1993
Skills
Finance
Education
DePaul University 1983 — 1987
BS Finance, Finance and Marketing
David Becker David Becker's CIBC World Markets Experience August 1997 - August 2000
Job Experienced Securities Compliance Officer and Litigation and Regulatory Counsel
Industry Financial Services
Experience
AST Investor Services, LLC January 2011 - Present
American Stock Transfer & Trust Co LLC January 2011 - Present
Law Offices of David L. Becker November 2009 - January 2011
BNY Mellon Shareowner Services August 2005 - November 2009
Bank of New York Mellon August 2005 - November 2009
Mellon Securities LLC August 2005 - November 2009
Mellon Financial Corporation 2005 - November 2009
Davidson & Grannum LLP 2004 - 2005
BondDesk Group LLC 2000 - 2002
CIBC World Markets August 1997 - August 2000
Skills
Compliance, Risk, Litigation, Arbitration, Series 7, AML, Risk Management, Insurance, Privacy, OFAC, FINRA, Securities Law, Investigations, KYC, Securities, Equities, Series 24, Financial Services, Financial Regulation, Fixed Income, Fraud, Investment Advisory, Broker-Dealer, Securities Litigation, SEC, Internal Investigations, Regulations, USA PATRIOT Act, Operational Risk, Ethics, Financial Institutions, Investor Relations, Securities Regulation, Commercial Litigation, Financial Risk, Privacy Law, Mutual Funds, Bank Secrecy Act, FCPA, Series 63, Hedge Funds, Corporate Governance, Due Diligence, Corporate Actions, Capital Markets, Dodd-Frank, Alternative Investments, Options, Private Equity, Investment Company Act
Education
Emory University School of Law 1982 — 1985
Doctor of Law (J.D.)
Emory University 1978 — 1982
BA, Religion
AST Investor Services, LLC January 2011 - Present
American Stock Transfer & Trust Co LLC January 2011 - Present
Law Offices of David L. Becker November 2009 - January 2011
BNY Mellon Shareowner Services August 2005 - November 2009
Bank of New York Mellon August 2005 - November 2009
Mellon Securities LLC August 2005 - November 2009
Mellon Financial Corporation 2005 - November 2009
Davidson & Grannum LLP 2004 - 2005
BondDesk Group LLC 2000 - 2002
CIBC World Markets August 1997 - August 2000
Skills
Compliance, Risk, Litigation, Arbitration, Series 7, AML, Risk Management, Insurance, Privacy, OFAC, FINRA, Securities Law, Investigations, KYC, Securities, Equities, Series 24, Financial Services, Financial Regulation, Fixed Income, Fraud, Investment Advisory, Broker-Dealer, Securities Litigation, SEC, Internal Investigations, Regulations, USA PATRIOT Act, Operational Risk, Ethics, Financial Institutions, Investor Relations, Securities Regulation, Commercial Litigation, Financial Risk, Privacy Law, Mutual Funds, Bank Secrecy Act, FCPA, Series 63, Hedge Funds, Corporate Governance, Due Diligence, Corporate Actions, Capital Markets, Dodd-Frank, Alternative Investments, Options, Private Equity, Investment Company Act
Education
Emory University School of Law 1982 — 1985
Doctor of Law (J.D.)
Emory University 1978 — 1982
BA, Religion
Christopher Martel Christopher Martel's CIBC World Markets Experience September 1996 - December 1999
Job Vice President at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group March 2013 - Present
Spook Rock Consultants LLC January 2009 - Present
Federal Reserve Bank of New York September 2011 - June 2012
Accrue Sports & Entertainment Ventures October 2007 - November 2008
VDM Specialists USA May 2006 - October 2007
Adirondack Trading Partners January 2000 - May 2006
CIBC World Markets September 1996 - December 1999
Dean Witter May 1992 - September 1996
Skills
MBA, Chartered Financial..., Financial Modeling, Financial Analysis, Financial Reporting, Accounting, US GAAP, IFRS, Financial Forecasting, Strategic Financial..., Valuation, Business Strategy, Business Development, KPI implementation, KPI Dashboards, KPI Reports, SOX Compliancy, Risk Management, Financial Risk, Operational Risk..., Operations Management, Microsoft Excel, Microsoft Office, GreatPlains, QuickBooks, Portfolio Management, Investment Banking, Investments, Capital Markets, Equities, Securities, Strategy, Financial Services, Trading, Options
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Finance
Hamilton College 1982 — 1986
BA, Government and Computer Science
ConvergEx Group March 2013 - Present
Spook Rock Consultants LLC January 2009 - Present
Federal Reserve Bank of New York September 2011 - June 2012
Accrue Sports & Entertainment Ventures October 2007 - November 2008
VDM Specialists USA May 2006 - October 2007
Adirondack Trading Partners January 2000 - May 2006
CIBC World Markets September 1996 - December 1999
Dean Witter May 1992 - September 1996
Skills
MBA, Chartered Financial..., Financial Modeling, Financial Analysis, Financial Reporting, Accounting, US GAAP, IFRS, Financial Forecasting, Strategic Financial..., Valuation, Business Strategy, Business Development, KPI implementation, KPI Dashboards, KPI Reports, SOX Compliancy, Risk Management, Financial Risk, Operational Risk..., Operations Management, Microsoft Excel, Microsoft Office, GreatPlains, QuickBooks, Portfolio Management, Investment Banking, Investments, Capital Markets, Equities, Securities, Strategy, Financial Services, Trading, Options
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Finance
Hamilton College 1982 — 1986
BA, Government and Computer Science
Kathleen Peace CFA CFP CDFA Kathleen Peace CFA CFP CDFA's CIBC World Markets Experience 1996 - 1999
Job Partner, Senior Financial Consultant
Industry Financial Services
Experience
Woodgate Financial Inc. September 2004 - Present
Advisor's Edge Magazine October 2010 - June 2013
Salomon Smith Barney 1999 - 2003
CIBC World Markets 1996 - 1999
CIBC World Markets 1993 - 1996
Education
Dalhousie University 1993 — 1996
BA
St. Clement's School 1987 — 1993
John Ross Robertson 1981 — 1987
Woodgate Financial Inc. September 2004 - Present
Advisor's Edge Magazine October 2010 - June 2013
Salomon Smith Barney 1999 - 2003
CIBC World Markets 1996 - 1999
CIBC World Markets 1993 - 1996
Education
Dalhousie University 1993 — 1996
BA
St. Clement's School 1987 — 1993
John Ross Robertson 1981 — 1987
Robert Cummings Robert Cummings's CIBC World Markets Experience July 2014 - Present
Job Fixed Income Professional
Industry Financial Services
Experience
CIBC World Markets July 2014 - Present
StormHarbour Securities April 2009 - 2012
Citigroup 2000 - 2009
Skills
Series 7, Series 24, Series 63
Education
Cornell University 1984 — 1987
B.S. Business Finance and Applied Economics
CIBC World Markets July 2014 - Present
StormHarbour Securities April 2009 - 2012
Citigroup 2000 - 2009
Skills
Series 7, Series 24, Series 63
Education
Cornell University 1984 — 1987
B.S. Business Finance and Applied Economics
Luiz Estevo Luiz Estevo's CIBC World Markets Experience August 2003 - May 2006
Job Development Manager PM at RBC
Industry Information Technology and Services
Experience
RBC July 2015 - Present
Homestay Connection January 2003 - Present
Royal Bank of Canada February 2012 - July 2015
Bank of Montreal November 2006 - February 2012
CIBC World Markets August 2003 - May 2006
Contour Telecom 2000 - 2003
Itaú Unibanco 1997 - 2000
Skills
Software Development, SDLC, Requirements Gathering, Microsoft SQL Server, PL/SQL, Requirements Analysis, WCF, Team Leadership, Leadership, Systems Analysis, UML, Software Project..., Business Analysis, Enterprise Architecture, Databases, Web Services, SOA, Visio, Data Modeling, Coaching, SQL, Integration, User Acceptance Testing, Object Oriented Design, Oracle, Business Process, SharePoint, SQL Server, XML, Management, Solution Architecture, Business Intelligence, TOGAF, Agile Project Management, Project Management, Agile Methodologies, .NET
Education
University of Toronto 2010 — 2012
Leadership Essentials Certificate
University of Toronto 2006 — 2008
Post-Graduated Studies
Faculdade de Tecnologia de São Paulo 1994 — 1999
Computer Science
RBC July 2015 - Present
Homestay Connection January 2003 - Present
Royal Bank of Canada February 2012 - July 2015
Bank of Montreal November 2006 - February 2012
CIBC World Markets August 2003 - May 2006
Contour Telecom 2000 - 2003
Itaú Unibanco 1997 - 2000
Skills
Software Development, SDLC, Requirements Gathering, Microsoft SQL Server, PL/SQL, Requirements Analysis, WCF, Team Leadership, Leadership, Systems Analysis, UML, Software Project..., Business Analysis, Enterprise Architecture, Databases, Web Services, SOA, Visio, Data Modeling, Coaching, SQL, Integration, User Acceptance Testing, Object Oriented Design, Oracle, Business Process, SharePoint, SQL Server, XML, Management, Solution Architecture, Business Intelligence, TOGAF, Agile Project Management, Project Management, Agile Methodologies, .NET
Education
University of Toronto 2010 — 2012
Leadership Essentials Certificate
University of Toronto 2006 — 2008
Post-Graduated Studies
Faculdade de Tecnologia de São Paulo 1994 — 1999
Computer Science
Lisa Gaffney Lisa Gaffney's CIBC World Markets Experience 1997 - 1999
Job Consultant; creating financial and operating agility for social sector clients; based in DC and NYC
Industry Management Consulting
Experience
MarketMatters Group LLC January 2015 - Present
Taproot Foundation 2009 - 2015
FINCA International January 2013 - December 2014
US Securities and Exchange Commission May 2013 - July 2013
Credit Suisse 2010 - 2011
Lehman Brothers Asset Management/Neuberger Berman 2004 - 2008
JPMorgan Investment Management 2002 - 2004
Deutsche Bank Securities 1999 - 2002
CIBC World Markets 1997 - 1999
Bear Stearns 1996 - 1997
Skills
Financial Analysis, Business Analysis, Credit Analysis, Financial Statement..., Financial Forecasting, Investment Management, Research, Nonprofit Consulting, Grants, Program Management, Project Management, Non-profit Boards, Building Relationships, Consultative Selling, Oral & Written..., Teamwork, Client Relationship..., High Yield, Corporate Bonds, Interpersonal..., Sell Side, Valuation, Non-profits, CRM, Fixed Income, Nonprofits, Management Consulting, Investments, Portfolio Management, Mergers & Acquisitions, Capital Markets, Finance, Due Diligence, Corporates, Strategy, Strategic Planning, Financial Services, Selling, Investment Banking, Business Strategy, Business Development
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Duke University 1977 — 1981
BA, Economics
Walter Johnson High School
MarketMatters Group LLC January 2015 - Present
Taproot Foundation 2009 - 2015
FINCA International January 2013 - December 2014
US Securities and Exchange Commission May 2013 - July 2013
Credit Suisse 2010 - 2011
Lehman Brothers Asset Management/Neuberger Berman 2004 - 2008
JPMorgan Investment Management 2002 - 2004
Deutsche Bank Securities 1999 - 2002
CIBC World Markets 1997 - 1999
Bear Stearns 1996 - 1997
Skills
Financial Analysis, Business Analysis, Credit Analysis, Financial Statement..., Financial Forecasting, Investment Management, Research, Nonprofit Consulting, Grants, Program Management, Project Management, Non-profit Boards, Building Relationships, Consultative Selling, Oral & Written..., Teamwork, Client Relationship..., High Yield, Corporate Bonds, Interpersonal..., Sell Side, Valuation, Non-profits, CRM, Fixed Income, Nonprofits, Management Consulting, Investments, Portfolio Management, Mergers & Acquisitions, Capital Markets, Finance, Due Diligence, Corporates, Strategy, Strategic Planning, Financial Services, Selling, Investment Banking, Business Strategy, Business Development
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Duke University 1977 — 1981
BA, Economics
Walter Johnson High School
B Tyler B Tyler's CIBC World Markets Experience June 2000 - March 2002
Job CHB
Industry Nonprofit Organization Management
Experience
Wellington Management January 2010 - April 2011
Korn/Ferry International April 2006 - April 2009
Mellon Financial January 2004 - April 2006
Rubin Postaer and Associates 2002 - 2003
CIBC World Markets June 2000 - March 2002
Education
Elon University 1996 — 2000
Pingree School
Wellington Management January 2010 - April 2011
Korn/Ferry International April 2006 - April 2009
Mellon Financial January 2004 - April 2006
Rubin Postaer and Associates 2002 - 2003
CIBC World Markets June 2000 - March 2002
Education
Elon University 1996 — 2000
Pingree School
Sagar Galani's CIBC World Markets Experience May 2015 - August 2015
Job Summer Analyst at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - August 2015
GrowthCap August 2014 - December 2014
IndexIQ June 2013 - August 2013
Housing Assistance Corporation (HAC) - Cape Cod December 2012 - March 2013
Skills
Analysis, Databases, Fundraising, Research, Nonprofits, Bloomberg Terminal, Curriculum Development, Marketing, Leadership, Financial Modeling, Financial Analysis
Education
Cornell University 2012 — 2016
Bachelor of Science, Applied Economics & Management
American School of Bombay 1999 — 2012
IB Diploma
Harvard Summer School
CIBC World Markets May 2015 - August 2015
GrowthCap August 2014 - December 2014
IndexIQ June 2013 - August 2013
Housing Assistance Corporation (HAC) - Cape Cod December 2012 - March 2013
Skills
Analysis, Databases, Fundraising, Research, Nonprofits, Bloomberg Terminal, Curriculum Development, Marketing, Leadership, Financial Modeling, Financial Analysis
Education
Cornell University 2012 — 2016
Bachelor of Science, Applied Economics & Management
American School of Bombay 1999 — 2012
IB Diploma
Harvard Summer School
Chris Franks Chris Franks's CIBC World Markets Experience 2005 - 2007
Job Vice President of Capital Markets at FastPay
Industry Financial Services
Experience
FastPay December 2014 - Present
Thomas Weisel Partners August 2011 - October 2014
Thomas Weisel Partners August 2007 - August 2011
CIBC World Markets 2005 - 2007
Merrill Lynch 2004 - 2005
Skills
Valuation, Private Equity, Venture Capital, Financial Modeling, Investment Banking, Due Diligence, LBO, Start-ups, Corporate Finance, Corporate Development, Emerging Markets, Alternative Investments, Hedge Funds, Capital Markets
Education
Duke University
Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA
FastPay December 2014 - Present
Thomas Weisel Partners August 2011 - October 2014
Thomas Weisel Partners August 2007 - August 2011
CIBC World Markets 2005 - 2007
Merrill Lynch 2004 - 2005
Skills
Valuation, Private Equity, Venture Capital, Financial Modeling, Investment Banking, Due Diligence, LBO, Start-ups, Corporate Finance, Corporate Development, Emerging Markets, Alternative Investments, Hedge Funds, Capital Markets
Education
Duke University
Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA
Brian Sapp Brian Sapp's CIBC World Markets Experience 1999 - 2003
Job Managing Director, Energy Technology, Hercules Technology Growth Capital
Industry Investment Banking
Experience
Hercules Technology Growth Capital July 2014 - Present
Robert W. Baird & Co. November 2011 - June 2014
Wedbush Securities October 2009 - October 2011
Thomas Weisel Partners January 2008 - July 2009
SVB Alliant July 2006 - November 2007
Pacific Growth Equities September 2003 - July 2006
CIBC World Markets 1999 - 2003
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Equities, Investments, Corporate Development, Equity Research, IPO, Start-ups, M&A experience, Hedge Funds, Alternative Investments, Financial Analysis, Business Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Accounting and Finance
Penn State University 1989 — 1993
BS, Chemical Engineering
Hercules Technology Growth Capital July 2014 - Present
Robert W. Baird & Co. November 2011 - June 2014
Wedbush Securities October 2009 - October 2011
Thomas Weisel Partners January 2008 - July 2009
SVB Alliant July 2006 - November 2007
Pacific Growth Equities September 2003 - July 2006
CIBC World Markets 1999 - 2003
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Equities, Investments, Corporate Development, Equity Research, IPO, Start-ups, M&A experience, Hedge Funds, Alternative Investments, Financial Analysis, Business Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Accounting and Finance
Penn State University 1989 — 1993
BS, Chemical Engineering
Raphael Douady Raphael Douady's CIBC World Markets Experience 1996 - 2000
Job Research Director at Riskdata
Industry Financial Services
Experience
Riskdata January 1999 - Present
LabEx ReFi July 2013 - Present
Université Paris 1 Panthéon Sorbonne January 2011 - Present
Polytechnic Institute of New York University March 2011 - Present
CNRS September 1983 - Present
ENS Cachan September 1998 - August 2002
CIBC World Markets 1996 - 2000
New York University September 1995 - August 1998
NatWest Markets 1995 - 1996
Societe Generale January 1994 - September 1995
Skills
Quantitative Finance, Research, Economics, Econometrics, Derivatives, Mathematics, Statistics, Market Risk, Risk Management, Hedge Funds, Quantitative Analytics, Stochastic Calculus, FX Options, Financial Markets, Probability Theory, Financial Modeling, Predictive Modeling, VBA, Quantitative Investing, Monte Carlo Simulation, Portfolio Management, Capital Markets, Portfolio Optimization, Statistical Modeling, Financial Engineering, Data Analysis, Numerical Analysis, Algorithms, Fixed Income, Applied Mathematics, Partial Differential..., Valuation, Time Series Analysis, Mathematical Modeling, Asset Management, Financial Risk, Trading Strategies, R, Credit Derivatives, Equities, Optimization, Trading Systems, Quantitative Research, Analysis, Bloomberg, Probability, Data Mining, Options, Machine Learning
Education
Ecole normale supérieure 1978 — 1983
Mathematics
Université Denis Diderot (Paris VII) / University Paris VII 1980 — 1982
Doctor of Philosophy (Ph.D.), Mathematics
Lycée Louis le Grand 1976 — 1978
Classes préparatoires, mathématiques
Lycée Lakanal
Riskdata January 1999 - Present
LabEx ReFi July 2013 - Present
Université Paris 1 Panthéon Sorbonne January 2011 - Present
Polytechnic Institute of New York University March 2011 - Present
CNRS September 1983 - Present
ENS Cachan September 1998 - August 2002
CIBC World Markets 1996 - 2000
New York University September 1995 - August 1998
NatWest Markets 1995 - 1996
Societe Generale January 1994 - September 1995
Skills
Quantitative Finance, Research, Economics, Econometrics, Derivatives, Mathematics, Statistics, Market Risk, Risk Management, Hedge Funds, Quantitative Analytics, Stochastic Calculus, FX Options, Financial Markets, Probability Theory, Financial Modeling, Predictive Modeling, VBA, Quantitative Investing, Monte Carlo Simulation, Portfolio Management, Capital Markets, Portfolio Optimization, Statistical Modeling, Financial Engineering, Data Analysis, Numerical Analysis, Algorithms, Fixed Income, Applied Mathematics, Partial Differential..., Valuation, Time Series Analysis, Mathematical Modeling, Asset Management, Financial Risk, Trading Strategies, R, Credit Derivatives, Equities, Optimization, Trading Systems, Quantitative Research, Analysis, Bloomberg, Probability, Data Mining, Options, Machine Learning
Education
Ecole normale supérieure 1978 — 1983
Mathematics
Université Denis Diderot (Paris VII) / University Paris VII 1980 — 1982
Doctor of Philosophy (Ph.D.), Mathematics
Lycée Louis le Grand 1976 — 1978
Classes préparatoires, mathématiques
Lycée Lakanal
Gina S. Ghent Gina S. Ghent's CIBC World Markets Experience 1994 - 2005
Job MD, Head of Markit KY3P(tm)
Industry Investment Banking
Experience
Markit April 2014 - Present
MarkitSERV LLC September 2009 - April 2014
DTCC November 2005 - September 2009
CIBC World Markets 1994 - 2005
Skills
Derivatives, Fixed Income, Equities, Trading Systems, Equity Derivatives, Credit Derivatives, Capital Markets, Swaps, Financial Markets, Investment Banking, Hedge Funds, Structured Products
Education
Cornell University 2001 — 2003
MBA
Oxford University; University of London 1992 — 1994
Doctor of Law (JD)
Université Paris Sorbonne (Paris IV) 1986 — 1990
Cours de civilisation
Markit April 2014 - Present
MarkitSERV LLC September 2009 - April 2014
DTCC November 2005 - September 2009
CIBC World Markets 1994 - 2005
Skills
Derivatives, Fixed Income, Equities, Trading Systems, Equity Derivatives, Credit Derivatives, Capital Markets, Swaps, Financial Markets, Investment Banking, Hedge Funds, Structured Products
Education
Cornell University 2001 — 2003
MBA
Oxford University; University of London 1992 — 1994
Doctor of Law (JD)
Université Paris Sorbonne (Paris IV) 1986 — 1990
Cours de civilisation
Philemon Sham's CIBC World Markets Experience October 2009 - August 2015
Job Quantitative Trader at Connor, Clark & Lunn Investment Management
Industry Capital Markets
Experience
Connor, Clark & Lunn Investment Management September 2015 - Present
CIBC World Markets October 2009 - August 2015
Lehman Brothers 2008 - 2008
Scotiabank Global Banking and Markets 2007 - 2007
IBM 2005 - 2006
Skills
Equity Trading, Electronic Trading, Algorithms, Trading Systems, Direct Market Access, Quantitative Finance, Equities, Trading System, Low Latency, Equity Derivatives, Derivatives, Capital Markets, Business Analysis, Risk Management, Quantitative Analytics, Hedge Funds, Trading
Education
Cornell University
Master's, Financial Engineering
Queen's University
B.Sc B.A, Electrical Engineering, Economics
Diocesan Boys' School
Connor, Clark & Lunn Investment Management September 2015 - Present
CIBC World Markets October 2009 - August 2015
Lehman Brothers 2008 - 2008
Scotiabank Global Banking and Markets 2007 - 2007
IBM 2005 - 2006
Skills
Equity Trading, Electronic Trading, Algorithms, Trading Systems, Direct Market Access, Quantitative Finance, Equities, Trading System, Low Latency, Equity Derivatives, Derivatives, Capital Markets, Business Analysis, Risk Management, Quantitative Analytics, Hedge Funds, Trading
Education
Cornell University
Master's, Financial Engineering
Queen's University
B.Sc B.A, Electrical Engineering, Economics
Diocesan Boys' School
Beth Reed Pricoli's CIBC World Markets Experience 2006 - 2006
Job Equity Research at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
ConvergEx Group June 2009 - June 2014
Pequot Capital 2007 - 2009
Fox News Channel 2006 - 2007
CIBC World Markets 2006 - 2006
Skills
Equities, Capital Markets, Bloomberg, Series 7, Fixed Income, Trading Systems, Electronic Trading, Hedge Funds, Series 63, Asset Management, Financial Modeling, Trading, Portfolio Management, Securities, Derivatives, Business Analysis, Financial Services, Financial Analysis, Equity Research, Options, Financial Markets, Emerging Markets, Equity Trading, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2002 — 2005
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
ConvergEx Group June 2009 - June 2014
Pequot Capital 2007 - 2009
Fox News Channel 2006 - 2007
CIBC World Markets 2006 - 2006
Skills
Equities, Capital Markets, Bloomberg, Series 7, Fixed Income, Trading Systems, Electronic Trading, Hedge Funds, Series 63, Asset Management, Financial Modeling, Trading, Portfolio Management, Securities, Derivatives, Business Analysis, Financial Services, Financial Analysis, Equity Research, Options, Financial Markets, Emerging Markets, Equity Trading, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2002 — 2005
Bachelor of Science (BS), Finance
Ian Katz Ian Katz's CIBC World Markets Experience November 2009 - June 2010
Job Founding Principal and General Counsel at Redwood Real Estate Group
Industry Real Estate
Experience
Redwood Real Estate Group August 2013 - Present
Kasowitz, Benson, Torres & Friedman LLP July 2010 - July 2013
CIBC World Markets November 2009 - June 2010
Canadian Imperial Bank of Commerce - CIBC July 2005 - June 2010
Kasowitz, Benson, Torres & Friedman LLP April 2003 - July 2005
New York County District Attorney's Office 1996 - 2002
US Court of Federal Claims September 1995 - August 1996
Skills
Litigation, Securities Litigation, Bankruptcy, White Collar Criminal..., Legal Writing, Intellectual Property, Commercial Litigation, Civil Litigation, Corporate Law, Real Estate, Legal Research, Mediation
Education
The George Washington University Law School 1992 — 1995
JD
Emory University 1988 — 1992
BBA
Redwood Real Estate Group August 2013 - Present
Kasowitz, Benson, Torres & Friedman LLP July 2010 - July 2013
CIBC World Markets November 2009 - June 2010
Canadian Imperial Bank of Commerce - CIBC July 2005 - June 2010
Kasowitz, Benson, Torres & Friedman LLP April 2003 - July 2005
New York County District Attorney's Office 1996 - 2002
US Court of Federal Claims September 1995 - August 1996
Skills
Litigation, Securities Litigation, Bankruptcy, White Collar Criminal..., Legal Writing, Intellectual Property, Commercial Litigation, Civil Litigation, Corporate Law, Real Estate, Legal Research, Mediation
Education
The George Washington University Law School 1992 — 1995
JD
Emory University 1988 — 1992
BBA
Rabia Khwaja Rabia Khwaja's CIBC World Markets Experience July 2009 - December 2010
Job Senior Consultant Finance
Industry Banking
Experience
CIBC March 2013 - March 2014
Union Bank November 2011 - November 2012
CIBC World Markets July 2009 - December 2010
CIBC World Markets December 2008 - June 2009
CIBC World Markets June 2008 - December 2008
Karrys Bros., Limited November 2004 - July 2007
McGill University November 2001 - July 2004
Skills
Microsoft Office Tools..., Hyperion Essbase..., Financial Modeling, CA Clarity, Financial Analysis, Financial Reporting, Strategic Financial..., Strategic Planning, Accounting, Competitive Analysis, Finance, Analysis, Management, Corporate Finance, Leadership, Program Management
Education
York University - Schulich School of Business 2007 — 2008
MBA, Accounting & Finance
Essec Business School Paris
MBA, Exchange Student
McGill University 2001 — 2004
BA, Economics, Management & International Development Studies
University of Cambridge Local Examination Syndicate 1998 — 2000
A' Levels: Commerce
University of Cambridge Local Examination Syndicate 1995 — 1998
O' Levels: Commerce
CIBC March 2013 - March 2014
Union Bank November 2011 - November 2012
CIBC World Markets July 2009 - December 2010
CIBC World Markets December 2008 - June 2009
CIBC World Markets June 2008 - December 2008
Karrys Bros., Limited November 2004 - July 2007
McGill University November 2001 - July 2004
Skills
Microsoft Office Tools..., Hyperion Essbase..., Financial Modeling, CA Clarity, Financial Analysis, Financial Reporting, Strategic Financial..., Strategic Planning, Accounting, Competitive Analysis, Finance, Analysis, Management, Corporate Finance, Leadership, Program Management
Education
York University - Schulich School of Business 2007 — 2008
MBA, Accounting & Finance
Essec Business School Paris
MBA, Exchange Student
McGill University 2001 — 2004
BA, Economics, Management & International Development Studies
University of Cambridge Local Examination Syndicate 1998 — 2000
A' Levels: Commerce
University of Cambridge Local Examination Syndicate 1995 — 1998
O' Levels: Commerce
Ryan Li Ryan Li's CIBC World Markets Experience June 2010 - April 2011
Job Equity Research Associate at Scotia Capital
Industry Financial Services
Experience
Scotia Capital May 2011 - Present
CIBC World Markets June 2010 - April 2011
Syven Global Services June 2009 - August 2009
TELUS Communications May 2007 - July 2008
TELUS Communications May 2005 - April 2007
Skills
Fixed Income, Valuation, Finance, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master of Business Administration, Finance
University of Waterloo 2000 — 2005
Bachelor of Applied Science, Computer Engineering (Management Science Option)
Scotia Capital May 2011 - Present
CIBC World Markets June 2010 - April 2011
Syven Global Services June 2009 - August 2009
TELUS Communications May 2007 - July 2008
TELUS Communications May 2005 - April 2007
Skills
Fixed Income, Valuation, Finance, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master of Business Administration, Finance
University of Waterloo 2000 — 2005
Bachelor of Applied Science, Computer Engineering (Management Science Option)
Charles Koontz Charles Koontz's CIBC World Markets Experience 2001 - 2006
Job Senior Examiner at Federal Reserve Bank of Atlanta
Industry Capital Markets
Experience
Federal Reserve Bank of Atlanta May 2010 - Present
Natixis May 2006 - February 2009
CIBC World Markets 2001 - 2006
Wachovia Securities, LLC June 2000 - September 2001
Skills
Credit Analysis, Valuation, Loans, Credit, Banking, Financial Modeling, Capital Markets, Real Estate, Mergers, Private Equity, Financial Analysis, Due Diligence, Risk Management, Commercial Banking, Corporate Finance, Credit Risk, Investment Banking, Negotiation, Series 7, Economics, Excel, Compliance, New Business Development, Debt, Underwriting, Commercial Real Estate, CMBS, Analysis, Financial Structuring, Commercial Mortgages
Education
Emory University - Goizueta Business School 2009 — 2010
MBA, Finance, Real Estate & Entrepreneurship
Hampden-Sydney College 1996 — 2000
BA, Economics
Needham B. Broughton High School 1993 — 1996
Federal Reserve Bank of Atlanta May 2010 - Present
Natixis May 2006 - February 2009
CIBC World Markets 2001 - 2006
Wachovia Securities, LLC June 2000 - September 2001
Skills
Credit Analysis, Valuation, Loans, Credit, Banking, Financial Modeling, Capital Markets, Real Estate, Mergers, Private Equity, Financial Analysis, Due Diligence, Risk Management, Commercial Banking, Corporate Finance, Credit Risk, Investment Banking, Negotiation, Series 7, Economics, Excel, Compliance, New Business Development, Debt, Underwriting, Commercial Real Estate, CMBS, Analysis, Financial Structuring, Commercial Mortgages
Education
Emory University - Goizueta Business School 2009 — 2010
MBA, Finance, Real Estate & Entrepreneurship
Hampden-Sydney College 1996 — 2000
BA, Economics
Needham B. Broughton High School 1993 — 1996
Robert Maina Robert Maina's CIBC World Markets Experience 2000 - 2003
Job Portfolio Manager w/ Cramer Rosenthal McGlynn
Industry Investment Management
Experience
Cramer Rosenthal McGlynn January 2005 - Present
Copper Beech Capital March 2003 - January 2005
CIBC World Markets 2000 - 2003
DLJ 1997 - 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Arthur Andersen 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Valuation, Fixed Income, Investment Management, Investments, Private Equity, Securities, Series 7, Alternative Investments
Education
Fairfield University 1989 — 1993
BS, Finance
Archbishop Molloy 1985 — 1989
Cramer Rosenthal McGlynn January 2005 - Present
Copper Beech Capital March 2003 - January 2005
CIBC World Markets 2000 - 2003
DLJ 1997 - 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Arthur Andersen 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Valuation, Fixed Income, Investment Management, Investments, Private Equity, Securities, Series 7, Alternative Investments
Education
Fairfield University 1989 — 1993
BS, Finance
Archbishop Molloy 1985 — 1989
Daniel Browne Daniel Browne's CIBC World Markets Experience March 2013 - October 2013
Job Financial Services Professional
Industry Financial Services
Experience
Banca IMI August 2014 - Present
CIBC World Markets March 2013 - October 2013
The Seaport Group November 2011 - February 2013
KBW August 2003 - August 2011
Barclays Capital August 1994 - July 2003
Skills
Fixed Income, High Yield, Sales, Management, Capital Markets, CRM, Options, Securities, Credit, Structured Products, Hedge Funds, Bloomberg, Structured Finance
Education
Penn State University 1992 — 1994
MBA, Finance
Drexel University 1985 — 1990
BS EE, Engineering
Banca IMI August 2014 - Present
CIBC World Markets March 2013 - October 2013
The Seaport Group November 2011 - February 2013
KBW August 2003 - August 2011
Barclays Capital August 1994 - July 2003
Skills
Fixed Income, High Yield, Sales, Management, Capital Markets, CRM, Options, Securities, Credit, Structured Products, Hedge Funds, Bloomberg, Structured Finance
Education
Penn State University 1992 — 1994
MBA, Finance
Drexel University 1985 — 1990
BS EE, Engineering
Edward Steeves's CIBC World Markets Experience June 2004 - June 2008
Job Regional Vice President, Private Banking Atlantic at RBC Royal Bank
Industry Banking
Experience
RBC Royal Bank November 2012 - Present
RBC July 2008 - November 2012
CIBC World Markets June 2004 - June 2008
Maritime Life 2002 - 2004
Skills
Financial Advice, Business Analysis, Real Estate Finance, Banking, Financial Advisory, Real Estate Economics, Investments, Credit, Commercial Banking, Financial Services, Cash Management, Finance, Management, Wealth, Financial Analysis, Private Banking, Credit Analysis, Financial Markets, Structured Finance, Corporate Finance, Portfolio Management, Mortgage Lending, Risk Management, Mutual Funds, Wealth Management, Strategic Financial..., Financial Planning
Education
Dalhousie University 1995 — 1997
MBA, Finance
Saint Mary's University 1991 — 1995
Bcomm, Economics & Finance
RBC Royal Bank November 2012 - Present
RBC July 2008 - November 2012
CIBC World Markets June 2004 - June 2008
Maritime Life 2002 - 2004
Skills
Financial Advice, Business Analysis, Real Estate Finance, Banking, Financial Advisory, Real Estate Economics, Investments, Credit, Commercial Banking, Financial Services, Cash Management, Finance, Management, Wealth, Financial Analysis, Private Banking, Credit Analysis, Financial Markets, Structured Finance, Corporate Finance, Portfolio Management, Mortgage Lending, Risk Management, Mutual Funds, Wealth Management, Strategic Financial..., Financial Planning
Education
Dalhousie University 1995 — 1997
MBA, Finance
Saint Mary's University 1991 — 1995
Bcomm, Economics & Finance
Cyrus Sharp's CIBC World Markets Experience 1998 - 2006
Job Senior Managing Director at GlassRatner Advisory & Capital Group
Industry Real Estate
Experience
GlassRatner Advisory & Capital Group 2011 - Present
C.H. Sharp Enterprises, LLC 2009 - Present
Roberts Commercial Real Estate Services 2009 - 2010
Natixis 2006 - 2009
CIBC World Markets 1998 - 2006
AIG Global Real Estate Investment Co. 1996 - 1998
Joseph J. Blake & Associates 1993 - 1996
Edward S. Gordon Co. (now Cushman & Wakefield 1990 - 1992
NAI Realvest 1988 - 1989
Education
Florida State University - College of Business
BS, Real Estate
GlassRatner Advisory & Capital Group 2011 - Present
C.H. Sharp Enterprises, LLC 2009 - Present
Roberts Commercial Real Estate Services 2009 - 2010
Natixis 2006 - 2009
CIBC World Markets 1998 - 2006
AIG Global Real Estate Investment Co. 1996 - 1998
Joseph J. Blake & Associates 1993 - 1996
Edward S. Gordon Co. (now Cushman & Wakefield 1990 - 1992
NAI Realvest 1988 - 1989
Education
Florida State University - College of Business
BS, Real Estate
Eileen Chikis Eileen Chikis's CIBC World Markets Experience November 1997 - November 1999
Job Currently seeking opportunity as a Commercial Lines Account Manager/ CSR
Industry Insurance
Experience
The Niles Insurance Agency June 2013 - August 2014
Commercial Insurance and Risk Management Professional August 2010 - June 2012
Murray, Schoen and Homer Inc April 2010 - August 2010
AKD Insurance Brokerage LLC March 2008 - November 2009
KBS International Corp. April 2007 - March 2008
Lawley Richwood LLC July 2006 - March 2007
The Trayner Group Ltd. January 2005 - June 2006
Marsh July 2003 - April 2004
A Preferred Professional Liability Enterprise, Inc. October 2000 - July 2003
CIBC World Markets November 1997 - November 1999
Skills
Commercial Insurance, Insurance, Risk Management, Underwriting, Training, Legal Liability, Budgets, Office Management, Agents, Brokers, Account Management, Customer Service, Documentation
Education
Fairleigh Dickinson University 1977 — 1981
BS, Business Management
Westchester Community College 2011 — 2013
Health Information Technology (HiTech) certificate program, Health Information Technology, Pass
Southern Westchester BOCES Center for Adult and Community Service, Elmsford, N.Y. 2011 — 2012
Certificate: Medical Office Administration; National Health Association Certified Billing and Coding, Medical Office Administration; Billing and Coding, Pass
Bronx High School of Science 1974 — 1977
The Niles Insurance Agency June 2013 - August 2014
Commercial Insurance and Risk Management Professional August 2010 - June 2012
Murray, Schoen and Homer Inc April 2010 - August 2010
AKD Insurance Brokerage LLC March 2008 - November 2009
KBS International Corp. April 2007 - March 2008
Lawley Richwood LLC July 2006 - March 2007
The Trayner Group Ltd. January 2005 - June 2006
Marsh July 2003 - April 2004
A Preferred Professional Liability Enterprise, Inc. October 2000 - July 2003
CIBC World Markets November 1997 - November 1999
Skills
Commercial Insurance, Insurance, Risk Management, Underwriting, Training, Legal Liability, Budgets, Office Management, Agents, Brokers, Account Management, Customer Service, Documentation
Education
Fairleigh Dickinson University 1977 — 1981
BS, Business Management
Westchester Community College 2011 — 2013
Health Information Technology (HiTech) certificate program, Health Information Technology, Pass
Southern Westchester BOCES Center for Adult and Community Service, Elmsford, N.Y. 2011 — 2012
Certificate: Medical Office Administration; National Health Association Certified Billing and Coding, Medical Office Administration; Billing and Coding, Pass
Bronx High School of Science 1974 — 1977
Andrew Konesky Andrew Konesky's CIBC World Markets Experience May 2011 - October 2011
Job Consulting
Industry Oil & Energy
Experience
Deviant Directional October 2012 - Present
Self Employed October 2011 - Present
CIBC World Markets May 2011 - October 2011
Emera Energy January 2010 - August 2010
Express Drilling LLC 2006 - 2008
SCHLUMBERGER DRILLING & MEASUREMENTS 2004 - 2006
Skills
Finance, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Equity Research, Entrepreneurship, Capital Markets, Equities, Team Leadership, Analysis, VBA, Data Analysis, Research, Commodity, Natural Gas, Commodity Markets, Derivatives, Banking, Trading, Financial Markets, Options, Oil & Gas Industry, Microsoft Excel, Financial Reporting, Energy, Microsoft Office, Gas, Financial Statement..., Engineering, Oilfield, Risk Management, Market Research, Quantitative Analytics, Due Diligence, Portfolio Management
Education
Dalhousie University 2009 — 2011
MBA, Finance
Saint Mary's University 1996 — 2004
B.Sc., Biology, Engineering
Deviant Directional October 2012 - Present
Self Employed October 2011 - Present
CIBC World Markets May 2011 - October 2011
Emera Energy January 2010 - August 2010
Express Drilling LLC 2006 - 2008
SCHLUMBERGER DRILLING & MEASUREMENTS 2004 - 2006
Skills
Finance, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Equity Research, Entrepreneurship, Capital Markets, Equities, Team Leadership, Analysis, VBA, Data Analysis, Research, Commodity, Natural Gas, Commodity Markets, Derivatives, Banking, Trading, Financial Markets, Options, Oil & Gas Industry, Microsoft Excel, Financial Reporting, Energy, Microsoft Office, Gas, Financial Statement..., Engineering, Oilfield, Risk Management, Market Research, Quantitative Analytics, Due Diligence, Portfolio Management
Education
Dalhousie University 2009 — 2011
MBA, Finance
Saint Mary's University 1996 — 2004
B.Sc., Biology, Engineering
Christopher DeWinter's CIBC World Markets Experience 1996 - 2002
Job Managing Director, Market Structure & Strategic Investments at Nomura International
Industry Financial Services
Experience
Nomura Securities October 2010 - Present
The Royal Bank of Scotland August 2005 - October 2010
Cypress Associates LLC 2003 - 2005
CIBC World Markets 1996 - 2002
Skills
Mergers, Private Equity, Trading, Investments, Banking, Equities, Capital Markets, Investment Banking, Financial Markets, Valuation, Fixed Income, Mergers & Acquisitions, Portfolio Management, Management, Trading Systems, Hedge Funds, Asset Management, Electronic Trading, Emerging Markets, Strategy, Structured Finance, Derivatives, Structured Products, Alternative Investments, Financial Structuring, Bonds, Bloomberg, Corporate Finance, Credit Derivatives, Equity Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 1992 — 1994
MBA
Cornell University 1984 — 1988
A.B & MBA
Nomura Securities October 2010 - Present
The Royal Bank of Scotland August 2005 - October 2010
Cypress Associates LLC 2003 - 2005
CIBC World Markets 1996 - 2002
Skills
Mergers, Private Equity, Trading, Investments, Banking, Equities, Capital Markets, Investment Banking, Financial Markets, Valuation, Fixed Income, Mergers & Acquisitions, Portfolio Management, Management, Trading Systems, Hedge Funds, Asset Management, Electronic Trading, Emerging Markets, Strategy, Structured Finance, Derivatives, Structured Products, Alternative Investments, Financial Structuring, Bonds, Bloomberg, Corporate Finance, Credit Derivatives, Equity Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 1992 — 1994
MBA
Cornell University 1984 — 1988
A.B & MBA
Lydell Tyson's CIBC World Markets Experience 1999 - 2003
Job Research~Executive Support~Strategy
Industry Financial Services
Experience
Global Thematic Partners 2012 - 2013
Various Small Businesses 2010 - 2012
Lynmar Capital Group 2008 - 2010
The Blackstone Group 2005 - 2008
The Dreyfus Corporation 2004 - 2005
CIBC World Markets 1999 - 2003
Skills
Management, Hedge Funds, High-Profile Management..., Bloomberg, Analysis, Equities, Financial Modeling, Valuation, Equity Research, Capital IQ, Investments, Capital Markets, Alternative Investments, FactSet, Fixed Income, eVestment, SDC Platinum, Financial Services, Finance, Mergers & Acquisitions, Portfolio Management
Education
Fisk University
BS, Financial Economics
Fordham University
MBA, Finance
Global Thematic Partners 2012 - 2013
Various Small Businesses 2010 - 2012
Lynmar Capital Group 2008 - 2010
The Blackstone Group 2005 - 2008
The Dreyfus Corporation 2004 - 2005
CIBC World Markets 1999 - 2003
Skills
Management, Hedge Funds, High-Profile Management..., Bloomberg, Analysis, Equities, Financial Modeling, Valuation, Equity Research, Capital IQ, Investments, Capital Markets, Alternative Investments, FactSet, Fixed Income, eVestment, SDC Platinum, Financial Services, Finance, Mergers & Acquisitions, Portfolio Management
Education
Fisk University
BS, Financial Economics
Fordham University
MBA, Finance
Donald Isenor's CIBC World Markets Experience October 2004 - November 2005
Job Senior Software Engineer at McKesson Pharmacy Systems
Industry Computer Software
Experience
McKesson Pharmacy Systems December 2008 - Present
Youtility Software Inc. September 2006 - December 2008
Telus January 2006 - August 2006
CIBC World Markets October 2004 - November 2005
ePocket Inc. November 2001 - October 2004
Ambercon Inc. January 1995 - October 2001
di Associates 1987 - 1994
Cemcorp 1985 - 1987
Skills
Weblogic, J2EE, Eclipse, JSP, Java, JBoss, MySQL, Sybase, Swing, System Architecture, Security, Cryptography, Financial Systems, JDBC, Tomcat, Hibernate, UML, Subversion, Agile, Servlets, Ant, XML, JMS, Object Oriented Design, Software Development, Application Development, EJB, Web Services, SOAP, Architecture, Database Design, Software Design, SQL, PL/SQL, CVS, Perl, Scrum, JavaScript, Design Patterns, Unix Shell Scripting, Software Project..., Software Engineering, Java Enterprise Edition, JBoss Application Server, Agile Methodologies, Oracle, Public Key Cryptography, Software Development...
Education
University of Toronto
M.A.Sc., Computer Engineering
Dalhousie University
B.Eng., Electrical Engineering
McKesson Pharmacy Systems December 2008 - Present
Youtility Software Inc. September 2006 - December 2008
Telus January 2006 - August 2006
CIBC World Markets October 2004 - November 2005
ePocket Inc. November 2001 - October 2004
Ambercon Inc. January 1995 - October 2001
di Associates 1987 - 1994
Cemcorp 1985 - 1987
Skills
Weblogic, J2EE, Eclipse, JSP, Java, JBoss, MySQL, Sybase, Swing, System Architecture, Security, Cryptography, Financial Systems, JDBC, Tomcat, Hibernate, UML, Subversion, Agile, Servlets, Ant, XML, JMS, Object Oriented Design, Software Development, Application Development, EJB, Web Services, SOAP, Architecture, Database Design, Software Design, SQL, PL/SQL, CVS, Perl, Scrum, JavaScript, Design Patterns, Unix Shell Scripting, Software Project..., Software Engineering, Java Enterprise Edition, JBoss Application Server, Agile Methodologies, Oracle, Public Key Cryptography, Software Development...
Education
University of Toronto
M.A.Sc., Computer Engineering
Dalhousie University
B.Eng., Electrical Engineering
Peter Staples's CIBC World Markets Experience 2000 - 2006
Job
Industry Information Technology and Services
Experience
MUFG in the Americas April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ, Ltd April 2013 - April 2015
Bank of Tokyo-Mitsubishi UFJ May 2009 - April 2013
CIBC World Markets 2000 - 2006
Prudential Financial August 1999 - March 2000
Pershing, a BNY Mellon company June 1998 - August 1999
NYFE, Cotton Exchange, COMEX Exchange January 1995 - January 1998
Clarendon Ltd, June 1989 - January 1995
Natural Resource Industry September 1979 - June 1989
Skills
Data Warehousing, Enterprise Architecture, SDLC, Risk Management, Business Intelligence, Business Analysis, Change Management, Banking, Program Management, Capital Markets, IT Management, IT Strategy, Vendor Management, Fixed Income
Education
CHUBB - Top Gun 1998 — 1998
Certificate
University of Arizona 1981 — 1983
MS
Earlham College 1975 — 1979
Bachelor's degree
MUFG in the Americas April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ, Ltd April 2013 - April 2015
Bank of Tokyo-Mitsubishi UFJ May 2009 - April 2013
CIBC World Markets 2000 - 2006
Prudential Financial August 1999 - March 2000
Pershing, a BNY Mellon company June 1998 - August 1999
NYFE, Cotton Exchange, COMEX Exchange January 1995 - January 1998
Clarendon Ltd, June 1989 - January 1995
Natural Resource Industry September 1979 - June 1989
Skills
Data Warehousing, Enterprise Architecture, SDLC, Risk Management, Business Intelligence, Business Analysis, Change Management, Banking, Program Management, Capital Markets, IT Management, IT Strategy, Vendor Management, Fixed Income
Education
CHUBB - Top Gun 1998 — 1998
Certificate
University of Arizona 1981 — 1983
MS
Earlham College 1975 — 1979
Bachelor's degree
Gwen Graziano's CIBC World Markets Experience July 2004 - July 2006
Job Director Strategy and Business Development at Wagly
Industry Computer Software
Experience
Wagly 2015 - Present
Trimble September 2013 - May 2015
Velcro Industries November 2012 - September 2013
IDEXX June 2008 - November 2012
Merck & Co, Inc. May 2007 - August 2007
CIBC World Markets July 2004 - July 2006
Skills
Strategy, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Cross-functional Team..., Business Development, Investment Banking, Pharmaceutical Industry, Due Diligence, Strategic Planning, Marketing
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Cornell University 2000 — 2004
BS, Business
Wagly 2015 - Present
Trimble September 2013 - May 2015
Velcro Industries November 2012 - September 2013
IDEXX June 2008 - November 2012
Merck & Co, Inc. May 2007 - August 2007
CIBC World Markets July 2004 - July 2006
Skills
Strategy, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Cross-functional Team..., Business Development, Investment Banking, Pharmaceutical Industry, Due Diligence, Strategic Planning, Marketing
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Cornell University 2000 — 2004
BS, Business
Anju Abraham's CIBC World Markets Experience 2009 - Present
Job Director at CIBC World Markets
Industry Banking
Experience
CIBC World Markets 2009 - Present
Standard Bank 2008 - 2009
Standard Bank Group, New York June 2007 - August 2007
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Rensselaer Polytechnic Institute
MS
State University of New York College at Plattsburgh
BS
CIBC World Markets 2009 - Present
Standard Bank 2008 - 2009
Standard Bank Group, New York June 2007 - August 2007
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Rensselaer Polytechnic Institute
MS
State University of New York College at Plattsburgh
BS
Santhi Yarlagadda's CIBC World Markets Experience 1999 - 2001
Job VP, Business Development at KAS Rugs
Industry Textiles
Experience
KAS Rugs November 2003 - Present
Bank of America 2002 - December 2003
Credit Lyonnais Securities 2002 - 2002
Banca Popolare di Milano 2001 - 2002
CIBC World Markets 1999 - 2001
Skills
Trading, Fixed Income, Financial Modeling, Investments, Money Market, Leveraged Finance, Business Development, New Business Development, Options, Valuation, Credit, Derivatives, Swaps, E-commerce, Capital Markets, Social Media Marketing, Corporate Branding, Licensing, Marketing, Digital Marketing
Education
Drew University 1995 — 1999
BA, Economics, Business Administration
Kent Place School 1989 — 1995
HS, High School
KAS Rugs November 2003 - Present
Bank of America 2002 - December 2003
Credit Lyonnais Securities 2002 - 2002
Banca Popolare di Milano 2001 - 2002
CIBC World Markets 1999 - 2001
Skills
Trading, Fixed Income, Financial Modeling, Investments, Money Market, Leveraged Finance, Business Development, New Business Development, Options, Valuation, Credit, Derivatives, Swaps, E-commerce, Capital Markets, Social Media Marketing, Corporate Branding, Licensing, Marketing, Digital Marketing
Education
Drew University 1995 — 1999
BA, Economics, Business Administration
Kent Place School 1989 — 1995
HS, High School
John Merrick's CIBC World Markets Experience June 2007 - January 2008
Job Senior Associate, Equity Research at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital March 2011 - Present
Oppenheimer & Co. April 2008 - March 2011
Oppenheimer & Co. January 2008 - April 2008
CIBC World Markets June 2007 - January 2008
Skills
Financial Modeling, Equity Research, Investments, Finance, Bloomberg, Financial Analysis, Series 7, Capital Markets, Equities, Valuation
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
Penn State University 1998 — 2003
BS, Economics
Macquarie Capital March 2011 - Present
Oppenheimer & Co. April 2008 - March 2011
Oppenheimer & Co. January 2008 - April 2008
CIBC World Markets June 2007 - January 2008
Skills
Financial Modeling, Equity Research, Investments, Finance, Bloomberg, Financial Analysis, Series 7, Capital Markets, Equities, Valuation
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
Penn State University 1998 — 2003
BS, Economics
Morgan Conrad's CIBC World Markets Experience July 2007 - January 2008
Job Morgan Investment Company
Industry Investment Management
Experience
Morgan Investment Company June 2011 - Present
Atlantic Street Capital March 2008 - June 2011
Oppenheimer & Co. January 2008 - March 2008
CIBC World Markets July 2007 - January 2008
CIBC World Markets July 2005 - August 2007
John A. Levin & Co September 2003 - July 2005
Skills
Credit, Capital Markets, Mergers, Strategic Planning, Business Strategy
Education
Denison University 1999 — 2003
BA, Economics
The Millbrook School 1996 — 1999
Cardigan Mountain School 1994 — 1996
Morgan Investment Company June 2011 - Present
Atlantic Street Capital March 2008 - June 2011
Oppenheimer & Co. January 2008 - March 2008
CIBC World Markets July 2007 - January 2008
CIBC World Markets July 2005 - August 2007
John A. Levin & Co September 2003 - July 2005
Skills
Credit, Capital Markets, Mergers, Strategic Planning, Business Strategy
Education
Denison University 1999 — 2003
BA, Economics
The Millbrook School 1996 — 1999
Cardigan Mountain School 1994 — 1996
Masa Yamazaki's CIBC World Markets Experience 1996 - 1998
Job
Industry Financial Services
Experience
Acolyte Technologies Corp. May 2009 - July 2014
Morgan Stanley Smith Barney 2007 - 2009
Acolyte Technologies Corp. 1999 - 2007
CIBC World Markets 1996 - 1998
Goldman Sachs 1994 - 1996
Skills
Equities, Investments, Fixed Income, Marketing, Event Management, Series 63
Education
Duke University 1990 — 1994
BS, Biology
Scarsdale High School
Acolyte Technologies Corp. May 2009 - July 2014
Morgan Stanley Smith Barney 2007 - 2009
Acolyte Technologies Corp. 1999 - 2007
CIBC World Markets 1996 - 1998
Goldman Sachs 1994 - 1996
Skills
Equities, Investments, Fixed Income, Marketing, Event Management, Series 63
Education
Duke University 1990 — 1994
BS, Biology
Scarsdale High School
Oscar K. Anderson's CIBC World Markets Experience July 1996 - April 2004
Job Managing Director, CVC Credit Partners
Industry Investment Management
Experience
CVC Capital Partners December 2008 - Present
Tri-Mountain Partners, LLC July 2007 - December 2008
Wachovia Securities April 2004 - June 2007
CIBC World Markets July 1996 - April 2004
Brown Brothers Harriman July 1994 - July 1996
Salomon Brothers August 1992 - June 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Investments, Financial Modeling, Asset Managment, Portfolio Management, Equity Research, Valuation, Corporate Finance, Venture Capital, Private Placements, Mergers, Bloomberg, Derivatives, Securities, Leveraged Finance, High Yield
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.)
Deerfield Academy
St. Bernard's School
St. Bernard's School
CVC Capital Partners December 2008 - Present
Tri-Mountain Partners, LLC July 2007 - December 2008
Wachovia Securities April 2004 - June 2007
CIBC World Markets July 1996 - April 2004
Brown Brothers Harriman July 1994 - July 1996
Salomon Brothers August 1992 - June 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Investments, Financial Modeling, Asset Managment, Portfolio Management, Equity Research, Valuation, Corporate Finance, Venture Capital, Private Placements, Mergers, Bloomberg, Derivatives, Securities, Leveraged Finance, High Yield
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.)
Deerfield Academy
St. Bernard's School
St. Bernard's School
Graham MacKenzie's CIBC World Markets Experience 2008 - 2013
Job Capital Markets Professional
Industry Capital Markets
Experience
Liquidnet Canada 2014 - 2015
CIBC World Markets 2008 - 2013
RBC Capital Markets 1996 - 2008
Skills
Canadian Security..., Capital Markets, Trading, Electronic Trading, Equities, Equity Trading, Bloomberg, Risk Management, Trading Systems, Fixed Income, Portfolio Management, Retail, Equity Derivatives, Investment Banking, Hedge Funds, Derivatives, Market Data, Options, FX Options, Financial Markets, Series 63, Prime Brokerage, Proprietary Trading, Trading Strategies, Equity Research, Securities
Education
Dalhousie University 1992 — 1996
Bachelor's Degree, Commerce Co-op
Liquidnet Canada 2014 - 2015
CIBC World Markets 2008 - 2013
RBC Capital Markets 1996 - 2008
Skills
Canadian Security..., Capital Markets, Trading, Electronic Trading, Equities, Equity Trading, Bloomberg, Risk Management, Trading Systems, Fixed Income, Portfolio Management, Retail, Equity Derivatives, Investment Banking, Hedge Funds, Derivatives, Market Data, Options, FX Options, Financial Markets, Series 63, Prime Brokerage, Proprietary Trading, Trading Strategies, Equity Research, Securities
Education
Dalhousie University 1992 — 1996
Bachelor's Degree, Commerce Co-op
Joe Cervelli's CIBC World Markets Experience January 2001 - Present
Job Executive Director at CIBC World Markets
Industry Banking
Experience
CIBC World Markets January 2001 - Present
Office.com December 1996 - December 2000
Essex Corporation July 1993 - December 1996
BNY Mellon May 1992 - July 1993
Skills
Highly Proficient in MS..., Private Equity, Commercial Real Estate, Banking, Merchant Banking, Fixed Income, Financial Reporting, SOX, Investment Banking, Middle Office, Product Control, Equity Trading
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Accounting
University of Richmond 1988 — 1992
Bachelor of Arts, Economics & American Studies
CIBC World Markets January 2001 - Present
Office.com December 1996 - December 2000
Essex Corporation July 1993 - December 1996
BNY Mellon May 1992 - July 1993
Skills
Highly Proficient in MS..., Private Equity, Commercial Real Estate, Banking, Merchant Banking, Fixed Income, Financial Reporting, SOX, Investment Banking, Middle Office, Product Control, Equity Trading
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Accounting
University of Richmond 1988 — 1992
Bachelor of Arts, Economics & American Studies
Jane Meyer's CIBC World Markets Experience June 2004 - January 2008
Job Executive Director at Oppenheimer
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. June 2004 - February 2015
CIBC World Markets June 2004 - January 2008
Prudential Securities 1999 - 2003
Skills
Equities, Mergers, Investment Banking, Wealth Management, Capital Markets, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Valuation, Corporate Finance, Management, Finance, Fixed Income, Hedge Funds, Investments, Portfolio Management, Mergers
Education
Fairfield University 1987 — 1991
Bachelor’s Degree, Marketing
Oppenheimer & Co. Inc. June 2004 - February 2015
CIBC World Markets June 2004 - January 2008
Prudential Securities 1999 - 2003
Skills
Equities, Mergers, Investment Banking, Wealth Management, Capital Markets, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Valuation, Corporate Finance, Management, Finance, Fixed Income, Hedge Funds, Investments, Portfolio Management, Mergers
Education
Fairfield University 1987 — 1991
Bachelor’s Degree, Marketing
Simon Lee, CFA's CIBC World Markets Experience September 1994 - August 1998
Job Investment Manager Navy Federal
Industry Investment Management
Experience
Navy Federal Credit Union May 2011 - Present
Freddie Mac October 2005 - April 2011
Bank of America July 2004 - October 2005
Bank of East Asia March 2002 - April 2004
Commerzbank AG May 2001 - September 2001
CIBC World Markets September 1994 - August 1998
Skills
Portfolio Management, Analysis, Capital Markets, Credit Analysis, Structured Finance, Investments, Fixed Income, Financial Modeling, Financial Structuring, Risk Management, Financial Analysis, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), International Marketing, Finance
The University of Hong Kong 1991 — 1994
Bachelor of Science, Biotechnology
Wah Yan College 1983 — 1991
science
Navy Federal Credit Union May 2011 - Present
Freddie Mac October 2005 - April 2011
Bank of America July 2004 - October 2005
Bank of East Asia March 2002 - April 2004
Commerzbank AG May 2001 - September 2001
CIBC World Markets September 1994 - August 1998
Skills
Portfolio Management, Analysis, Capital Markets, Credit Analysis, Structured Finance, Investments, Fixed Income, Financial Modeling, Financial Structuring, Risk Management, Financial Analysis, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), International Marketing, Finance
The University of Hong Kong 1991 — 1994
Bachelor of Science, Biotechnology
Wah Yan College 1983 — 1991
science
Whitney Gerkin's CIBC World Markets Experience 2007 - 2008
Job Case Team Leader at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Bain & Company September 2012 - August 2014
Bain & Company June 2011 - August 2011
Alvarez and Marsal February 2008 - May 2010
CIBC World Markets 2007 - 2008
Louis Dreyfus June 2006 - August 2006
Skills
Restructuring, Corporate Development, Strategy, Competitive Analysis, Capital Markets, M, Strategic Consulting, Business Valuation, Commodity, M&A experience, LBO, Corporate Finance, Economics, Market Entry, Emerging Markets, Analytics, Finance, Mergers & Acquisitions
Education
University of Virginia Darden School of Business 2010 — 2012
MBA
Dartmouth College 2003 — 2007
Bachelor of Science (BS), Sociology with Economics
Woodward Academy 1998 — 2003
CCDS
Bain & Company September 2014 - Present
Bain & Company September 2012 - August 2014
Bain & Company June 2011 - August 2011
Alvarez and Marsal February 2008 - May 2010
CIBC World Markets 2007 - 2008
Louis Dreyfus June 2006 - August 2006
Skills
Restructuring, Corporate Development, Strategy, Competitive Analysis, Capital Markets, M, Strategic Consulting, Business Valuation, Commodity, M&A experience, LBO, Corporate Finance, Economics, Market Entry, Emerging Markets, Analytics, Finance, Mergers & Acquisitions
Education
University of Virginia Darden School of Business 2010 — 2012
MBA
Dartmouth College 2003 — 2007
Bachelor of Science (BS), Sociology with Economics
Woodward Academy 1998 — 2003
CCDS
Melissa Atha's CIBC World Markets Experience 2000 - 2002
Job Quality Training Manager at CryoLife, Inc.
Industry Pharmaceuticals
Experience
CryoLife, Inc. February 2015 - Present
Arbor Pharmaceuticals November 2012 - October 2014
Plasma Surgical, Inc. May 2010 - November 2012
Altea Therapeutics May 2004 - April 2010
CIBC World Markets 2000 - 2002
Skills
Public Speaking, Software Documentation, Training Delivery, FDA, GMP, Sop, Medical Devices, Validation, Quality Assurance, Change Control, Clinical Trials, Process Improvement, CAPA, Design Control, Document Management, Manufacturing, 21 CFR Part 11, Technical Writing, Quality System, GCP, Training, Training and Development, SOP
Education
Flagler College 1992 — 1996
B.A., English, Education
CryoLife, Inc. February 2015 - Present
Arbor Pharmaceuticals November 2012 - October 2014
Plasma Surgical, Inc. May 2010 - November 2012
Altea Therapeutics May 2004 - April 2010
CIBC World Markets 2000 - 2002
Skills
Public Speaking, Software Documentation, Training Delivery, FDA, GMP, Sop, Medical Devices, Validation, Quality Assurance, Change Control, Clinical Trials, Process Improvement, CAPA, Design Control, Document Management, Manufacturing, 21 CFR Part 11, Technical Writing, Quality System, GCP, Training, Training and Development, SOP
Education
Flagler College 1992 — 1996
B.A., English, Education
Charlie Rescigno's CIBC World Markets Experience July 2013 - Present
Job Director at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners August 2014 - Present
CIBC World Markets July 2013 - Present
Investors Bank November 2009 - June 2013
Credit Suisse May 1999 - March 2008
Education
Fordham Gabelli School of Business 1994 — 1998
Guggenheim Partners August 2014 - Present
CIBC World Markets July 2013 - Present
Investors Bank November 2009 - June 2013
Credit Suisse May 1999 - March 2008
Education
Fordham Gabelli School of Business 1994 — 1998
Alfred Jongsma's CIBC World Markets Experience 2005 - Present
Job Senior Infrastructure Engineer/Team Lead at CIBC
Industry Information Technology and Services
Experience
CIBC October 2005 - Present
CIBC World Markets 2005 - Present
Rogers March 2005 - October 2005
BCE Emergis December 1999 - November 2004
Emergis 1999 - 2004
EDS July 1987 - December 1999
Digital Equipment Corporation October 1982 - July 1987
Skills
Windows, Unix, SiteScope, HP Openview, Mercury, Operating Systems, Microsoft Office, Perl, Solaris, Shell Scripting, Word, Administration, Outlook, HP-UX, Autosys, Tidal, Scheduling, Microsoft Word, Process Scheduler, Tidal Power, Solution Architecture, Hardware, Servers, Disaster Recovery, Infrastructure, ITIL, IT Strategy, Data Center
Education
Durham College 1981 — 1983
Electronics
CIBC October 2005 - Present
CIBC World Markets 2005 - Present
Rogers March 2005 - October 2005
BCE Emergis December 1999 - November 2004
Emergis 1999 - 2004
EDS July 1987 - December 1999
Digital Equipment Corporation October 1982 - July 1987
Skills
Windows, Unix, SiteScope, HP Openview, Mercury, Operating Systems, Microsoft Office, Perl, Solaris, Shell Scripting, Word, Administration, Outlook, HP-UX, Autosys, Tidal, Scheduling, Microsoft Word, Process Scheduler, Tidal Power, Solution Architecture, Hardware, Servers, Disaster Recovery, Infrastructure, ITIL, IT Strategy, Data Center
Education
Durham College 1981 — 1983
Electronics
Douglas J. Smith's CIBC World Markets Experience October 1981 - June 1997
Job Distressed Asset/Workout Portfolio Management & Consulting
Industry Investment Management
Experience
Self-Employed February 2009 - Present
BBK Consulting February 2004 - January 2009
Huron Consulting Group May 2002 - January 2004
Morgan Stanley Asset Management October 1997 - January 2002
CIBC World Markets October 1981 - June 1997
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA, Finance & Investments
Cornell University 1974 — 1978
BS, Industrial Relations
Self-Employed February 2009 - Present
BBK Consulting February 2004 - January 2009
Huron Consulting Group May 2002 - January 2004
Morgan Stanley Asset Management October 1997 - January 2002
CIBC World Markets October 1981 - June 1997
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA, Finance & Investments
Cornell University 1974 — 1978
BS, Industrial Relations
Robert Cancelli's CIBC World Markets Experience May 2007 - Present
Job Executive Director at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets May 2007 - Present
Skills
Equities, Prime Brokerage, Electronic Trading, Futures Trading
Education
Dartmouth College 1994 — 1998
CIBC World Markets May 2007 - Present
Skills
Equities, Prime Brokerage, Electronic Trading, Futures Trading
Education
Dartmouth College 1994 — 1998
Anthony Cardinuto's CIBC World Markets Experience June 2004 - October 2008
Job Director, Head of Project Delivery, US Brokerage Operations at BMO Capital Markets
Industry Capital Markets
Experience
BMO Financial Group July 2013 - Present
BMO Capital Markets January 2011 - July 2013
RBC Capital Markets October 2008 - January 2011
CIBC World Markets June 2004 - October 2008
Prudential Securities December 2000 - June 2004
Bear Stearns December 1998 - December 2000
ING Barings June 1996 - December 1998
Skills
Electronic Trading, SDLC, Equities, Business Analysis, Trading Systems, Capital Markets, Market Data, Back Office, Middle Office, Trading, Equity Trading, Financial Risk, Series 63, Series 7, Options, Derivatives, Prime Brokerage, Equity Derivatives, Risk Management, Banking, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Masters of Business Administration, Finance
BMO Financial Group July 2013 - Present
BMO Capital Markets January 2011 - July 2013
RBC Capital Markets October 2008 - January 2011
CIBC World Markets June 2004 - October 2008
Prudential Securities December 2000 - June 2004
Bear Stearns December 1998 - December 2000
ING Barings June 1996 - December 1998
Skills
Electronic Trading, SDLC, Equities, Business Analysis, Trading Systems, Capital Markets, Market Data, Back Office, Middle Office, Trading, Equity Trading, Financial Risk, Series 63, Series 7, Options, Derivatives, Prime Brokerage, Equity Derivatives, Risk Management, Banking, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Masters of Business Administration, Finance
Robert Vanderhoek's CIBC World Markets Experience June 2004 - February 2007
Job Technical Architect at Rebar Systems, LLC
Industry Investment Banking
Experience
Rebar Systems, LLC September 2013 - Present
Bank of America June 2011 - Present
First New York Securities December 2009 - June 2011
CIGNA October 2007 - October 2009
CIBC World Markets June 2004 - February 2007
UBS Investment Bank 1998 - 2004
SunGard Data Systems 1988 - 1998
Skills
Trading Systems, Business Analysis, Fixed Income, Management, SDLC, Equities, Risk Management, Derivatives, Capital Markets, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1988
MBA, MIS, Finance
Cornell University 1981 — 1985
Rebar Systems, LLC September 2013 - Present
Bank of America June 2011 - Present
First New York Securities December 2009 - June 2011
CIGNA October 2007 - October 2009
CIBC World Markets June 2004 - February 2007
UBS Investment Bank 1998 - 2004
SunGard Data Systems 1988 - 1998
Skills
Trading Systems, Business Analysis, Fixed Income, Management, SDLC, Equities, Risk Management, Derivatives, Capital Markets, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1988
MBA, MIS, Finance
Cornell University 1981 — 1985
Arunava Biswas's CIBC World Markets Experience June 2004 - August 2004
Job Independent Investor
Industry Internet
Experience
MONTAJ September 2012 - October 2013
Robert W. Baird & Co. February 2011 - September 2012
Barclays Capital November 2008 - July 2010
Barclays Capital January 2008 - November 2008
Barclays Capital June 2006 - December 2007
Barclays Capital July 2005 - June 2006
CIBC World Markets June 2004 - August 2004
Comergent January 2001 - July 2003
InternetCash June 1999 - December 2000
PwC September 1997 - June 1999
Skills
Management, Financial Modeling, Start-ups, Valuation, Capital Markets, Strategy, Trading, Financial Analysis, Fixed Income, Business Strategy, Investment Banking, Due Diligence
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Cornell University 1994 — 1997
BS, Human Development and Family Studies
UC Berkeley 1993 — 1994
Stuyvesant HS 1989 — 1993
MONTAJ September 2012 - October 2013
Robert W. Baird & Co. February 2011 - September 2012
Barclays Capital November 2008 - July 2010
Barclays Capital January 2008 - November 2008
Barclays Capital June 2006 - December 2007
Barclays Capital July 2005 - June 2006
CIBC World Markets June 2004 - August 2004
Comergent January 2001 - July 2003
InternetCash June 1999 - December 2000
PwC September 1997 - June 1999
Skills
Management, Financial Modeling, Start-ups, Valuation, Capital Markets, Strategy, Trading, Financial Analysis, Fixed Income, Business Strategy, Investment Banking, Due Diligence
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Cornell University 1994 — 1997
BS, Human Development and Family Studies
UC Berkeley 1993 — 1994
Stuyvesant HS 1989 — 1993
Paul Skibniewski's CIBC World Markets Experience September 2002 - January 2008
Job Financial Sector Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2011 - Present
Federal Reserve Bank of New York September 2008 - July 2011
CIBC World Markets September 2002 - January 2008
Salomon Smith Barney July 1998 - August 2002
Federal Reserve Bank of New York June 1993 - August 1996
Skills
Financial Services, Equities, Risk Management, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Securities, Portfolio Management, Fixed Income, Financial Markets, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Fairfield University 1989 — 1993
Federal Reserve Bank of New York July 2011 - Present
Federal Reserve Bank of New York September 2008 - July 2011
CIBC World Markets September 2002 - January 2008
Salomon Smith Barney July 1998 - August 2002
Federal Reserve Bank of New York June 1993 - August 1996
Skills
Financial Services, Equities, Risk Management, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Securities, Portfolio Management, Fixed Income, Financial Markets, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Fairfield University 1989 — 1993
Bevan Sachs's CIBC World Markets Experience June 2002 - August 2002
Job Vice President at Guggenheim Partners
Industry Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
Bear Stearns June 2007 - June 2008
Mezzacappa Management August 2003 - June 2007
CIBC World Markets June 2002 - August 2002
Skills
Investment Banking, Hedge Funds, Financial Modeling, Capital Markets, Equities, Alternative Investments, Valuation, Bloomberg, Asset Managment, Investments, Fixed Income, Due Diligence
Education
Cornell University 2000 — 2003
BS, Finance
Guggenheim Securities, LLC June 2009 - Present
Bear Stearns June 2007 - June 2008
Mezzacappa Management August 2003 - June 2007
CIBC World Markets June 2002 - August 2002
Skills
Investment Banking, Hedge Funds, Financial Modeling, Capital Markets, Equities, Alternative Investments, Valuation, Bloomberg, Asset Managment, Investments, Fixed Income, Due Diligence
Education
Cornell University 2000 — 2003
BS, Finance
Laural Warren's CIBC World Markets Experience 1996 - 1999
Job Vice President at Swiss Re
Industry Financial Services
Experience
Swiss Re May 2007 - Present
ABN AMRO Bank 2004 - 2007
Fairfield County Development LLC 1999 - 2004
CIBC World Markets 1996 - 1999
Skills
Derivatives, Financial Risk, Fixed Income, Insurance, Capital Markets, Market Risk, Risk Management, Credit Risk, Portfolio Management, Trading, Financial Services
Education
Cornell University - S.C. Johnson Graduate School of Management 1986 — 1988
Masters of Business Administration, Finance and Financial Management Services
University of Delaware 1979 — 1983
Bachelor of Science (B.S.), Environmental Design
Swiss Re May 2007 - Present
ABN AMRO Bank 2004 - 2007
Fairfield County Development LLC 1999 - 2004
CIBC World Markets 1996 - 1999
Skills
Derivatives, Financial Risk, Fixed Income, Insurance, Capital Markets, Market Risk, Risk Management, Credit Risk, Portfolio Management, Trading, Financial Services
Education
Cornell University - S.C. Johnson Graduate School of Management 1986 — 1988
Masters of Business Administration, Finance and Financial Management Services
University of Delaware 1979 — 1983
Bachelor of Science (B.S.), Environmental Design
Chris Cockeram's CIBC World Markets Experience August 2011 - Present
Job Trader at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets August 2011 - Present
Scotia Capital May 2009 - August 2011
Owens MacFadyen Group May 2008 - August 2008
Education
Dalhousie University 2007 — 2009
University of New Brunswick 2003 — 2007
BSc, Biology (Physiology)
CIBC World Markets August 2011 - Present
Scotia Capital May 2009 - August 2011
Owens MacFadyen Group May 2008 - August 2008
Education
Dalhousie University 2007 — 2009
University of New Brunswick 2003 — 2007
BSc, Biology (Physiology)
Jeffrey Stammen, CFA's CIBC World Markets Experience October 1999 - August 2001
Job Managing Director at Babson Capital Management, LLC
Industry Investment Management
Experience
Babson Capital Management April 2009 - Present
Wells Fargo Securities September 2006 - April 2009
Citigroup April 2004 - September 2006
UBS Investment Bank July 2003 - April 2004
Cornell University August 2001 - May 2003
CIBC World Markets October 1999 - August 2001
Salomon Smith Barney March 1998 - October 1999
Smith Barney March 1996 - March 1998
Northeastern University January 1993 - March 1996
Skills
Alternative Investments, Hedge Funds, Structured Finance, Derivatives, Funding, Investments, Portfolio Management, Bonds, Capital Markets, Emerging Markets, Structured Products, Credit Derivatives, Interest Rate..., Swaps, Fixed Income, Securities
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science, Business Finance
Babson Capital Management April 2009 - Present
Wells Fargo Securities September 2006 - April 2009
Citigroup April 2004 - September 2006
UBS Investment Bank July 2003 - April 2004
Cornell University August 2001 - May 2003
CIBC World Markets October 1999 - August 2001
Salomon Smith Barney March 1998 - October 1999
Smith Barney March 1996 - March 1998
Northeastern University January 1993 - March 1996
Skills
Alternative Investments, Hedge Funds, Structured Finance, Derivatives, Funding, Investments, Portfolio Management, Bonds, Capital Markets, Emerging Markets, Structured Products, Credit Derivatives, Interest Rate..., Swaps, Fixed Income, Securities
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science, Business Finance
Chris Maher's CIBC World Markets Experience March 2004 - March 2006
Job Managing Director at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities July 2009 - Present
Thomas Weisel Partners March 2006 - February 2009
CIBC World Markets March 2004 - March 2006
Bank One 2002 - 2004
Robertson Stephens 1998 - 2002
Skills
Equity Derivatives, Hedge Funds, Business Development, Credit, Alternative Investments, Equities, Investments, Series 7, Bonds, Options, Sales, Investment Banking, Asset Management, Bloomberg, Capital Markets, Fixed Income, Management, Securities, Series 63, Portfolio Management, Financial Modeling, Valuation, Trading
Education
Loyola University Chicago 1996 — 1997
Partial MBA due to Relocation, MBA
DePauw University 1989 — 1993
BA, Liberal Arts
JMP Securities July 2009 - Present
Thomas Weisel Partners March 2006 - February 2009
CIBC World Markets March 2004 - March 2006
Bank One 2002 - 2004
Robertson Stephens 1998 - 2002
Skills
Equity Derivatives, Hedge Funds, Business Development, Credit, Alternative Investments, Equities, Investments, Series 7, Bonds, Options, Sales, Investment Banking, Asset Management, Bloomberg, Capital Markets, Fixed Income, Management, Securities, Series 63, Portfolio Management, Financial Modeling, Valuation, Trading
Education
Loyola University Chicago 1996 — 1997
Partial MBA due to Relocation, MBA
DePauw University 1989 — 1993
BA, Liberal Arts
Stephen Choi, CIM, FRM's CIBC World Markets Experience 1990 - 2000
Job Assistant Vice President at HOOPP (Healthcare of Ontario Pension Plan)
Industry Financial Services
Experience
HOOPP (Healthcare of Ontario Pension Plan) October 2015 - Present
Healthcare of Ontario Pension Plan 2012 - September 2015
Healthcare of Ontario Pension Plan 2001 - 2012
CIBC World Markets 1990 - 2000
Skills
ALM, Currency, Bloomberg, Capital Markets, FX Options, Derivatives, Market Risk, Fixed Income, Equities, Foreign Exchange, Investment Management, Investment Strategies
Education
Dalhousie University
MBA, Financial Services
HOOPP (Healthcare of Ontario Pension Plan) October 2015 - Present
Healthcare of Ontario Pension Plan 2012 - September 2015
Healthcare of Ontario Pension Plan 2001 - 2012
CIBC World Markets 1990 - 2000
Skills
ALM, Currency, Bloomberg, Capital Markets, FX Options, Derivatives, Market Risk, Fixed Income, Equities, Foreign Exchange, Investment Management, Investment Strategies
Education
Dalhousie University
MBA, Financial Services
Kenneth Anton's CIBC World Markets Experience 1997 - 2000
Job Private Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Capital Markets
Experience
UPSTREAM Investment Partners, LLC May 2015 - Present
Oppenheimer & Co. Inc. October 2013 - Present
Titleist Asset Management, Ltd. July 2012 - October 2013
BNP Paribas June 2000 - June 2012
CIBC World Markets 1997 - 2000
J.P. Morgan 1991 - 1995
Skills
Investments, Asset Allocation, Retirement Savings, Retirement Planning, Wealth Management..., Financial Advisory
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA
Bergen Catholic HS
Seton Hall University
Bachelor of Science (BS)
UPSTREAM Investment Partners, LLC May 2015 - Present
Oppenheimer & Co. Inc. October 2013 - Present
Titleist Asset Management, Ltd. July 2012 - October 2013
BNP Paribas June 2000 - June 2012
CIBC World Markets 1997 - 2000
J.P. Morgan 1991 - 1995
Skills
Investments, Asset Allocation, Retirement Savings, Retirement Planning, Wealth Management..., Financial Advisory
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA
Bergen Catholic HS
Seton Hall University
Bachelor of Science (BS)
Chris Janson's CIBC World Markets Experience July 2006 - June 2010
Job VP of Sales Ontario and Eastern Canada at Scotiabank Equity Derivatives Structured Products
Industry Financial Services
Experience
Scotiabank Structured Products May 2012 - Present
GMP Investment Management October 2011 - April 2012
Merrill Lynch June 2010 - August 2011
CIBC World Markets July 2006 - June 2010
RBC May 2003 - July 2006
Education
Dalhousie University 1998 — 2003
Bachelor of Commerce, Finance
Scotiabank Structured Products May 2012 - Present
GMP Investment Management October 2011 - April 2012
Merrill Lynch June 2010 - August 2011
CIBC World Markets July 2006 - June 2010
RBC May 2003 - July 2006
Education
Dalhousie University 1998 — 2003
Bachelor of Commerce, Finance
Rebecca Pei-Yu Lu's CIBC World Markets Experience July 2011 - January 2013
Job Vice President, Business Analyst in Foreign Exchange Electronic and Algorithmic Trading at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2014 - Present
Societe Generale April 2013 - August 2014
CIBC World Markets July 2011 - January 2013
Banc of America Securities June 2005 - January 2009
Baltimore Technologies August 2000 - January 2004
Skills
Perl, C#, SQL, XML, Oracle, Sybase, C++, Unix, Capital Markets, Fixed Income, Equities, Portfolio Management, Credit Derivatives, Investment Banking, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Financial Instruments and Markets
Cornell University 2004 — 2005
MEng, Computer Science
University of Massachusetts Boston 1996 — 2000
Bachelor of Science, Management Information Science
Bank of America Merrill Lynch September 2014 - Present
Societe Generale April 2013 - August 2014
CIBC World Markets July 2011 - January 2013
Banc of America Securities June 2005 - January 2009
Baltimore Technologies August 2000 - January 2004
Skills
Perl, C#, SQL, XML, Oracle, Sybase, C++, Unix, Capital Markets, Fixed Income, Equities, Portfolio Management, Credit Derivatives, Investment Banking, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Financial Instruments and Markets
Cornell University 2004 — 2005
MEng, Computer Science
University of Massachusetts Boston 1996 — 2000
Bachelor of Science, Management Information Science
Steve Mosier's CIBC World Markets Experience May 1996 - January 1999
Job Trade Floor and Executive Support Technician
Industry Information Technology and Services
Experience
Citibank Canada November 2009 - October 2015
CIBC World Markets (End User Services) January 1999 - January 2008
CIBC World Markets May 1996 - January 1999
CIBC Wood Gundy August 1993 - May 1996
Skills
Software Installation, Vendor Management, Management, Business Analysis, Banking, ITIL, Customer Service, Disaster Recovery, CRM, Active Directory, Relationship Management, Project Management, Portfolio Management, SDLC, Finance, Credit, Equities, Technical Support, Telecommunications, Bloomberg, IT Strategy, Outsourcing, Infrastructure, Capital Markets, Risk Management, Oracle, Hardware, Human Resources, Networking, Analysis, SQL, Market Data, Training
Education
McMaster University 2009 — 2009
Associate's Certificate, Business Analysis
Durham College 1988 — 1992
Diploma, Business Administration - Information Systems
Durham College of Applied Arts & Technology
Diploma, Business Administration, Information Systems
Citibank Canada November 2009 - October 2015
CIBC World Markets (End User Services) January 1999 - January 2008
CIBC World Markets May 1996 - January 1999
CIBC Wood Gundy August 1993 - May 1996
Skills
Software Installation, Vendor Management, Management, Business Analysis, Banking, ITIL, Customer Service, Disaster Recovery, CRM, Active Directory, Relationship Management, Project Management, Portfolio Management, SDLC, Finance, Credit, Equities, Technical Support, Telecommunications, Bloomberg, IT Strategy, Outsourcing, Infrastructure, Capital Markets, Risk Management, Oracle, Hardware, Human Resources, Networking, Analysis, SQL, Market Data, Training
Education
McMaster University 2009 — 2009
Associate's Certificate, Business Analysis
Durham College 1988 — 1992
Diploma, Business Administration - Information Systems
Durham College of Applied Arts & Technology
Diploma, Business Administration, Information Systems
Denis O'Meara's CIBC World Markets Experience 1991 - 2000
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas February 2006 - Present
Scotia Capital June 2002 - February 2006
CIBC World Markets 1991 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of St. Thomas 1979 — 1984
BA
BNP Paribas February 2006 - Present
Scotia Capital June 2002 - February 2006
CIBC World Markets 1991 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of St. Thomas 1979 — 1984
BA
Denis O'Meara's CIBC World Markets Experience April 1990 - June 2002
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas February 2006 - Present
Scotia Capital June 2002 - February 2006
CIBC World Markets April 1990 - June 2002
Skills
Corporate Finance, Project Finance, Structured Finance, Private Equity, Syndications, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of St. Thomas 1979 — 1984
BA, Business and Econ
BNP Paribas February 2006 - Present
Scotia Capital June 2002 - February 2006
CIBC World Markets April 1990 - June 2002
Skills
Corporate Finance, Project Finance, Structured Finance, Private Equity, Syndications, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of St. Thomas 1979 — 1984
BA, Business and Econ
Shaun Boersma's CIBC World Markets Experience November 2010 - April 2013
Job Business Analyst at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets April 2013 - Present
CIBC World Markets November 2010 - April 2013
CIBC Wood Gundy June 2010 - November 2010
Swift Trade November 2009 - June 2010
Industry Canada June 2008 - May 2009
Skills
Calypso, Risk Management, Investments, Financial Risk, Economics, Financial Analysis, Team Leadership, Business Analysis, Leadership, Project Planning, Wholesale Banking, Project Management, IT Solutions, P&L Responsibility, Trading Systems, Capital Markets, Derivatives, Interest Rate Swaps
Education
Dalhousie University 2003 — 2009
Masters of Business Administration (MBA), Finance
Dalhousie University
Bachelor of Arts; BA, Philosophy
BMO Capital Markets April 2013 - Present
CIBC World Markets November 2010 - April 2013
CIBC Wood Gundy June 2010 - November 2010
Swift Trade November 2009 - June 2010
Industry Canada June 2008 - May 2009
Skills
Calypso, Risk Management, Investments, Financial Risk, Economics, Financial Analysis, Team Leadership, Business Analysis, Leadership, Project Planning, Wholesale Banking, Project Management, IT Solutions, P&L Responsibility, Trading Systems, Capital Markets, Derivatives, Interest Rate Swaps
Education
Dalhousie University 2003 — 2009
Masters of Business Administration (MBA), Finance
Dalhousie University
Bachelor of Arts; BA, Philosophy
Robert McCarthy, CFA's CIBC World Markets Experience March 2004 - May 2006
Job Managing Director, Senior Analyst, Equity Research at Stifel Financial Corp.
Industry Research
Experience
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
Dan Katz's CIBC World Markets Experience July 2002 - September 2003
Job Principal at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital January 2012 - Present
Tailwind Capital August 2009 - January 2012
E&J Gallo Winery June 2008 - August 2008
Tailwind Capital September 2003 - May 2007
CIBC World Markets July 2002 - September 2003
Skills
Private Equity, Mergers, Leveraged Finance, Valuation, Corporate Finance, Wine
Education
Tuck School of Business at Dartmouth 2007 — 2009
MBA with Distinction, General Management
Cornell University 1998 — 2002
BS, Economics and Management
H.I.G. Capital January 2012 - Present
Tailwind Capital August 2009 - January 2012
E&J Gallo Winery June 2008 - August 2008
Tailwind Capital September 2003 - May 2007
CIBC World Markets July 2002 - September 2003
Skills
Private Equity, Mergers, Leveraged Finance, Valuation, Corporate Finance, Wine
Education
Tuck School of Business at Dartmouth 2007 — 2009
MBA with Distinction, General Management
Cornell University 1998 — 2002
BS, Economics and Management
Nereida Villanueva, MBA, SHRM-CP,PHR's CIBC World Markets Experience November 2001 - June 2003
Job Regional Human Resources Manager at OHL
Industry Human Resources
Experience
OHL May 2015 - Present
Republic Services February 2014 - May 2015
Republic Services Inc October 2012 - May 2015
CACLV 2010 - 2013
Cintas July 2010 - October 2012
Lehigh Valley Health Network October 2003 - July 2010
CIBC World Markets November 2001 - June 2003
Skills
Employee Relations, Leadership Development, Recruiting, Organizational..., Employee Benefits, Change Management, Strategic Planning, Performance Management, Talent Acquisition, Talent Management, Onboarding, Team Building, HR Consulting, Training, Process Improvement, Succession Planning, Executive Coaching, Personnel Management, Employee Training, Workforce Planning, Organizational Design, Employment Law, Benefits Administration, Conflict Resolution, Management, Human Resources, Coaching, Leadership
Education
DeSales University 2007 — 2010
MBA in Management, Business Administration and Management, General
New York Institute of Technology 1987 — 1992
Bachelors, Business Administration
OHL May 2015 - Present
Republic Services February 2014 - May 2015
Republic Services Inc October 2012 - May 2015
CACLV 2010 - 2013
Cintas July 2010 - October 2012
Lehigh Valley Health Network October 2003 - July 2010
CIBC World Markets November 2001 - June 2003
Skills
Employee Relations, Leadership Development, Recruiting, Organizational..., Employee Benefits, Change Management, Strategic Planning, Performance Management, Talent Acquisition, Talent Management, Onboarding, Team Building, HR Consulting, Training, Process Improvement, Succession Planning, Executive Coaching, Personnel Management, Employee Training, Workforce Planning, Organizational Design, Employment Law, Benefits Administration, Conflict Resolution, Management, Human Resources, Coaching, Leadership
Education
DeSales University 2007 — 2010
MBA in Management, Business Administration and Management, General
New York Institute of Technology 1987 — 1992
Bachelors, Business Administration
Lowell Jacobson, CFA's CIBC World Markets Experience April 2006 - August 2007
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2011 - Present
Oppenheimer & Co. June 2010 - August 2010
Merrill Lynch October 2007 - July 2009
Derivatives Consulting Group August 2007 - July 2009
CIBC World Markets April 2006 - August 2007
Ford Marrin Esposito Witmeyer & Gleser January 2005 - April 2006
Skills
Disaster Recovery, Financial Services, Fixed Income, Investment Banking, Financial Analysis, Market Analysis, Loans, Credit Derivatives, Leveraged Finance, Bonds, Financial Structuring, Credit, Derivatives, Finance, Capital Markets, Financial Modeling, Management, Portfolio Management, Trading, Due Diligence
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Fordham University 2002 — 2004
BS, Biology
Denison University 2000 — 2002
The Hackley School 1996 — 2000
High School Diploma
Wells Fargo Securities July 2011 - Present
Oppenheimer & Co. June 2010 - August 2010
Merrill Lynch October 2007 - July 2009
Derivatives Consulting Group August 2007 - July 2009
CIBC World Markets April 2006 - August 2007
Ford Marrin Esposito Witmeyer & Gleser January 2005 - April 2006
Skills
Disaster Recovery, Financial Services, Fixed Income, Investment Banking, Financial Analysis, Market Analysis, Loans, Credit Derivatives, Leveraged Finance, Bonds, Financial Structuring, Credit, Derivatives, Finance, Capital Markets, Financial Modeling, Management, Portfolio Management, Trading, Due Diligence
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Fordham University 2002 — 2004
BS, Biology
Denison University 2000 — 2002
The Hackley School 1996 — 2000
High School Diploma
William J. Cavanagh's CIBC World Markets Experience May 2011 - June 2012
Job Credit Executive Reinsurance at AIG PC
Industry Insurance
Experience
AIG July 2012 - Present
CIBC World Markets May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
CIBC World Markets January 2010 - June 2010
Citi 1993 - 2009
Standard & Poor's 1987 - 1993
McKinsey & Company 1983 - 1987
Continental Insurance 1977 - 1983
Skills
Credit Risk, Risk Management, Financial Services, Credit, Financial Risk, Investment Banking, Capital Markets, Reinsurance, Credit Ratings, Catastrophe Risk, Risk Based Capital, Property & Casualty..., Enterprise Risk..., Financial Institutions, Financial Structuring, Loans, ALM, Operational Risk, Structured Products, Securitization, Portfolio Management, Underwriting, Valuation, Financial Modeling, Hedge Funds, Credit Rating Agencies, Insurance Linked..., Derivatives, Insurance, Investments
Education
Fordham Gabelli School of Business 1981 — 1984
MBA, Finance & Marketing
Fordham University 1974 — 1977
BA, Biology
AIG July 2012 - Present
CIBC World Markets May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
CIBC World Markets January 2010 - June 2010
Citi 1993 - 2009
Standard & Poor's 1987 - 1993
McKinsey & Company 1983 - 1987
Continental Insurance 1977 - 1983
Skills
Credit Risk, Risk Management, Financial Services, Credit, Financial Risk, Investment Banking, Capital Markets, Reinsurance, Credit Ratings, Catastrophe Risk, Risk Based Capital, Property & Casualty..., Enterprise Risk..., Financial Institutions, Financial Structuring, Loans, ALM, Operational Risk, Structured Products, Securitization, Portfolio Management, Underwriting, Valuation, Financial Modeling, Hedge Funds, Credit Rating Agencies, Insurance Linked..., Derivatives, Insurance, Investments
Education
Fordham Gabelli School of Business 1981 — 1984
MBA, Finance & Marketing
Fordham University 1974 — 1977
BA, Biology
David Novotny's CIBC World Markets Experience December 2004 - January 2006
Job Project Manager
Industry Banking
Experience
RBC April 2015 - Present
BMO Financial Group April 2014 - March 2015
TD April 2013 - April 2014
RBC Investor Services February 2007 - April 2013
Rogers Communications September 2006 - February 2007
TD Bank Financial Group February 2006 - August 2006
CIBC World Markets December 2004 - January 2006
Skills
PMP, SDLC, Business Analysis, Business Requirements, Project Portfolio..., Requirements Gathering, Project Delivery, Visio, Requirements Analysis, Project Control, Software Project..., Governance, User Acceptance Testing, Risk Management, Business Process...
Education
Dalhousie University
Master of Business Administration (MBA), Information Technology Project Management
Brebeuf College School
RBC April 2015 - Present
BMO Financial Group April 2014 - March 2015
TD April 2013 - April 2014
RBC Investor Services February 2007 - April 2013
Rogers Communications September 2006 - February 2007
TD Bank Financial Group February 2006 - August 2006
CIBC World Markets December 2004 - January 2006
Skills
PMP, SDLC, Business Analysis, Business Requirements, Project Portfolio..., Requirements Gathering, Project Delivery, Visio, Requirements Analysis, Project Control, Software Project..., Governance, User Acceptance Testing, Risk Management, Business Process...
Education
Dalhousie University
Master of Business Administration (MBA), Information Technology Project Management
Brebeuf College School
William (Bill) Swenson's CIBC World Markets Experience 1995 - August 2003
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. March 2014 - Present
North Sea Partners, LLC February 2012 - March 2014
Guggenheim Securities 2010 - January 2012
self employed September 2007 - 2009
CIT January 2004 - August 2007
CIBC World Markets 1995 - August 2003
Citibank 1983 - 1992
Inland Steel September 1979 - June 1982
Skills
Middle market credit, Loan markets, Debt capital markets..., Corporate loan sales..., credit risk management, Business management, Start ups, Strategic Planning, Mezzanine Finance, Debt Origination, Financial Institutions, Sponsor Coverage, Capital Raising, Team Building, Capital Markets, Loans, Equities, Leveraged Finance, Portfolio Management, Management, Securities, Bonds, Mezzanine, Start-ups, Risk Management, Fixed Income, Credit, Investments, Trading, Credit Risk, Investment Banking, Hedge Funds, High Yield, Asset Management, Financial Modeling, Financial Structuring, Bloomberg, Credit Analysis, Corporate Finance, Syndications, Structured Finance, Mergers & Acquisitions, Valuation, Emerging Markets, Alternative Investments, Private Equity, Private Placements, Swaps, Structured Products, Financial Services
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance, Marketing and Management majors
Dartmouth College 1975 — 1979
BA, History
New Trier East HS
Canaccord Genuity Inc. March 2014 - Present
North Sea Partners, LLC February 2012 - March 2014
Guggenheim Securities 2010 - January 2012
self employed September 2007 - 2009
CIT January 2004 - August 2007
CIBC World Markets 1995 - August 2003
Citibank 1983 - 1992
Inland Steel September 1979 - June 1982
Skills
Middle market credit, Loan markets, Debt capital markets..., Corporate loan sales..., credit risk management, Business management, Start ups, Strategic Planning, Mezzanine Finance, Debt Origination, Financial Institutions, Sponsor Coverage, Capital Raising, Team Building, Capital Markets, Loans, Equities, Leveraged Finance, Portfolio Management, Management, Securities, Bonds, Mezzanine, Start-ups, Risk Management, Fixed Income, Credit, Investments, Trading, Credit Risk, Investment Banking, Hedge Funds, High Yield, Asset Management, Financial Modeling, Financial Structuring, Bloomberg, Credit Analysis, Corporate Finance, Syndications, Structured Finance, Mergers & Acquisitions, Valuation, Emerging Markets, Alternative Investments, Private Equity, Private Placements, Swaps, Structured Products, Financial Services
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance, Marketing and Management majors
Dartmouth College 1975 — 1979
BA, History
New Trier East HS
Christopher Nowak's CIBC World Markets Experience June 1998 - October 2002
Job Director of Operations at 400 Capital Management LLC
Industry Financial Services
Experience
400 Capital Management LLC July 2010 - Present
Apple Inc. April 2010 - April 2011
Paramax Capital Partners December 2004 - December 2009
AIG July 2004 - December 2004
Medco Health Solutions October 2003 - July 2004
CIBC World Markets June 1998 - October 2002
Bankers Trust Company August 1996 - June 1998
Skills
Quickbooks, Mac OS X, Accounting, Hedge Funds, Bloomberg, Outlook, Microsoft Office
Education
Fairleigh Dickinson University 2009 — 2011
MS, Accounting
Providence College 1992 — 1996
BS, Finance
400 Capital Management LLC July 2010 - Present
Apple Inc. April 2010 - April 2011
Paramax Capital Partners December 2004 - December 2009
AIG July 2004 - December 2004
Medco Health Solutions October 2003 - July 2004
CIBC World Markets June 1998 - October 2002
Bankers Trust Company August 1996 - June 1998
Skills
Quickbooks, Mac OS X, Accounting, Hedge Funds, Bloomberg, Outlook, Microsoft Office
Education
Fairleigh Dickinson University 2009 — 2011
MS, Accounting
Providence College 1992 — 1996
BS, Finance
Karin Hanni's CIBC World Markets Experience 2001 - 2002
Job Senior Database Developer and Architect
Industry Computer Software
Experience
ClearCost Health June 2014 - Present
Market Metrix September 2010 - May 2014
Broadridge October 2006 - September 2010
Broadridge 2006 - 2010
Delta Dental 2003 - 2006
CIBC World Markets 2001 - 2002
Barclays Capital 1998 - 2000
Chase 1997 - 1998
Phibro Energy 1996 - 1997
Philip Morris Capital Corp 1996 - 1996
Skills
Data Modeling, Sybase, Data Warehousing, Database Design, Oracle, Microsoft SQL Server, PL/SQL, Databases, SQL Tuning
Education
Dominican University of California
ClearCost Health June 2014 - Present
Market Metrix September 2010 - May 2014
Broadridge October 2006 - September 2010
Broadridge 2006 - 2010
Delta Dental 2003 - 2006
CIBC World Markets 2001 - 2002
Barclays Capital 1998 - 2000
Chase 1997 - 1998
Phibro Energy 1996 - 1997
Philip Morris Capital Corp 1996 - 1996
Skills
Data Modeling, Sybase, Data Warehousing, Database Design, Oracle, Microsoft SQL Server, PL/SQL, Databases, SQL Tuning
Education
Dominican University of California
Salah Elghazzali's CIBC World Markets Experience December 1996 - April 2002
Job Regional sales at Islamic Mortgages By Guidance Residential LLC
Industry Financial Services
Experience
Islamic Mortgages By Guidance Residential LLC May 2008 - Present
LeMarrakech Luxury furniture June 2001 - May 2008
CIBC World Markets December 1996 - April 2002
Education
Dowling College 1993 — 1995
Master of Business Administration (MBA), Business Administration and Aviation management, 3.6
Vaughn College of Aeronautics and Technology 1988 — 1993
Bachelor's degree, AIRCRAFT DESIGN AND MANUFACTURING, 3.6
Islamic Mortgages By Guidance Residential LLC May 2008 - Present
LeMarrakech Luxury furniture June 2001 - May 2008
CIBC World Markets December 1996 - April 2002
Education
Dowling College 1993 — 1995
Master of Business Administration (MBA), Business Administration and Aviation management, 3.6
Vaughn College of Aeronautics and Technology 1988 — 1993
Bachelor's degree, AIRCRAFT DESIGN AND MANUFACTURING, 3.6
Scott Frommer's CIBC World Markets Experience June 2004 - June 2007
Job Associate Vice President: Investor Relations at LabCorp
Industry Hospital & Health Care
Experience
LabCorp May 2015 - Present
LabCorp December 2014 - Present
LabCorp August 2012 - Present
Ethicon May 2011 - August 2011
Investor Growth Capital June 2007 - June 2010
CIBC World Markets June 2004 - June 2007
Skills
Business Development, Venture Capital, Healthcare, Due Diligence, M&A experience, Business Strategy, Financial Modeling, Private Equity, Communication, Mergers, Strategy, Valuation
Education
Fuqua School of Business, Duke University 2010 — 2012
Master of Business Administration (MBA), Health Sector Management
Duke University 2000 — 2004
BS, Economics
LabCorp May 2015 - Present
LabCorp December 2014 - Present
LabCorp August 2012 - Present
Ethicon May 2011 - August 2011
Investor Growth Capital June 2007 - June 2010
CIBC World Markets June 2004 - June 2007
Skills
Business Development, Venture Capital, Healthcare, Due Diligence, M&A experience, Business Strategy, Financial Modeling, Private Equity, Communication, Mergers, Strategy, Valuation
Education
Fuqua School of Business, Duke University 2010 — 2012
Master of Business Administration (MBA), Health Sector Management
Duke University 2000 — 2004
BS, Economics
Jason Lind's CIBC World Markets Experience February 2001 - June 2002
Job Corporate Sales at NetSuite Covering the Software Vertical in San Francisco
Industry Computer Software
Experience
NetSuite January 2010 - Present
Eastdil Secured September 2005 - 2008
Wells Fargo Securities September 2004 - August 2005
ThinkEquity LLC January 2003 - July 2004
CIBC World Markets February 2001 - June 2002
Piper Jaffray March 1999 - February 2001
Skills
ERP/CRM, Direct Sales, SaaS, Enterprise Software, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Real Estate
Education
Cornell University
B.S., Business Administration
NetSuite January 2010 - Present
Eastdil Secured September 2005 - 2008
Wells Fargo Securities September 2004 - August 2005
ThinkEquity LLC January 2003 - July 2004
CIBC World Markets February 2001 - June 2002
Piper Jaffray March 1999 - February 2001
Skills
ERP/CRM, Direct Sales, SaaS, Enterprise Software, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Real Estate
Education
Cornell University
B.S., Business Administration
Brendon Sattich's CIBC World Markets Experience April 2010 - April 2012
Job Associate Equity Research at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets November 2013 - Present
Cormark Securities April 2012 - October 2013
CIBC World Markets April 2010 - April 2012
Education
CFA Institute
Dalhousie University
Commerce, Finance
Leaside High School
RBC Capital Markets November 2013 - Present
Cormark Securities April 2012 - October 2013
CIBC World Markets April 2010 - April 2012
Education
CFA Institute
Dalhousie University
Commerce, Finance
Leaside High School
David St.Onge's CIBC World Markets Experience July 2011 - February 2012
Job Associate at Scotia Waterous
Industry Investment Banking
Experience
Scotia Waterous March 2012 - Present
CIBC World Markets July 2011 - February 2012
CIBC World Markets August 2008 - June 2011
Skills
Valuation, Financial Modeling, Capital Markets, Investment Banking, Corporate Finance, Bloomberg, Equities, Derivatives, Financial Analysis, Due Diligence, Fixed Income, Mergers & Acquisitions, M&A experience, Equity Valuation, DCF
Education
Dalhousie University 2004 — 2008
BComm, Finance
Scotia Waterous March 2012 - Present
CIBC World Markets July 2011 - February 2012
CIBC World Markets August 2008 - June 2011
Skills
Valuation, Financial Modeling, Capital Markets, Investment Banking, Corporate Finance, Bloomberg, Equities, Derivatives, Financial Analysis, Due Diligence, Fixed Income, Mergers & Acquisitions, M&A experience, Equity Valuation, DCF
Education
Dalhousie University 2004 — 2008
BComm, Finance
Christian Rivera's CIBC World Markets Experience 2001 - 2003
Job Support Engineer at Clarksons
Industry Information Technology and Services
Experience
Boomtown! September 2014 - Present
Visium Asset Management June 2015 - Present
Clarksons June 2014 - June 2015
InfoHedge Technologies LLC September 2013 - July 2014
Markit May 2012 - July 2013
Newedge January 2011 - June 2012
fox pitt kelton 2006 - 2009
WESTERN ASSET MANAGEMENT February 2006 - October 2006
CIBC World Markets 2001 - 2003
Skills
Bloomberg, Market Data Analysis &..., Turret Support &..., VMware Infrastructure, VoIP, Active Directory, Microsoft Office, VBScript, Windows 7, Windows Server 2003, Windows Server 2008, Technical Support, Citrix Metaframe, Disaster Recovery, ITIL, Blackberry, Data Center, Trading Systems, Laptops, Troubleshooting, Windows Server, Market Analysis, Market Data, Network Administration, VMware, Options, Hardware, Electronic Trading, SQL, XP, Operating Systems, Cisco Technologies, System Administration, Networking, Virtualization, Microsoft Exchange, Citrix, Vendor Management, CRM, Blackberry Enterprise..., Infrastructure, Incident Management, VPN, Computer Hardware, DNS, IT Operations, Servers, SharePoint, IT Service Management, IT Management
Education
DeVry University 2001 — 2003
A.A.S, Electronic Engineering
john bowne high school 1992 — 1995
Diploma, Advanced English
Boomtown! September 2014 - Present
Visium Asset Management June 2015 - Present
Clarksons June 2014 - June 2015
InfoHedge Technologies LLC September 2013 - July 2014
Markit May 2012 - July 2013
Newedge January 2011 - June 2012
fox pitt kelton 2006 - 2009
WESTERN ASSET MANAGEMENT February 2006 - October 2006
CIBC World Markets 2001 - 2003
Skills
Bloomberg, Market Data Analysis &..., Turret Support &..., VMware Infrastructure, VoIP, Active Directory, Microsoft Office, VBScript, Windows 7, Windows Server 2003, Windows Server 2008, Technical Support, Citrix Metaframe, Disaster Recovery, ITIL, Blackberry, Data Center, Trading Systems, Laptops, Troubleshooting, Windows Server, Market Analysis, Market Data, Network Administration, VMware, Options, Hardware, Electronic Trading, SQL, XP, Operating Systems, Cisco Technologies, System Administration, Networking, Virtualization, Microsoft Exchange, Citrix, Vendor Management, CRM, Blackberry Enterprise..., Infrastructure, Incident Management, VPN, Computer Hardware, DNS, IT Operations, Servers, SharePoint, IT Service Management, IT Management
Education
DeVry University 2001 — 2003
A.A.S, Electronic Engineering
john bowne high school 1992 — 1995
Diploma, Advanced English
Venkatesan Srinivasan, CFA's CIBC World Markets Experience August 1999 - February 2003
Job Credit Executive, America
Industry Banking
Experience
ANZ October 2013 - Present
ANZ March 2003 - September 2013
CIBC World Markets August 1999 - February 2003
Ernst & Young December 1993 - May 1997
Skills
Credit Risk, Banking, Credit, Auditing, Corporate Finance, Investment Banking, Finance, Assurance, Financial Analysis, Financial Institutions, Risk Management, Structured Finance, Credit Analysis, Financial Risk, Operational Risk...
Education
CFA Institute 2009 — 2011
Certified Financial Analyst, Investment and Securities Analysis
NYU Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
The Institute of Chartered Accountants of India 1989 — 1992
Chartered Accountant, Accounting
Delhi University 1986 — 1989
Bachelor’s Degree, Accounting and Business Management
ANZ October 2013 - Present
ANZ March 2003 - September 2013
CIBC World Markets August 1999 - February 2003
Ernst & Young December 1993 - May 1997
Skills
Credit Risk, Banking, Credit, Auditing, Corporate Finance, Investment Banking, Finance, Assurance, Financial Analysis, Financial Institutions, Risk Management, Structured Finance, Credit Analysis, Financial Risk, Operational Risk...
Education
CFA Institute 2009 — 2011
Certified Financial Analyst, Investment and Securities Analysis
NYU Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
The Institute of Chartered Accountants of India 1989 — 1992
Chartered Accountant, Accounting
Delhi University 1986 — 1989
Bachelor’s Degree, Accounting and Business Management
Najef Husain's CIBC World Markets Experience August 2012 - Present
Job Managing Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets August 2012 - Present
Societe Generale April 2006 - August 2012
RBC Capital Markets March 1996 - April 2006
Skills
Swaps, FX Hedging, Commodities, Derivatives, Hedging, Trading, Options, Capital Markets, Structured Products, FX Options, Financial Structuring, Trading Strategies, Financial Markets, Commodity Markets, Commodity, Market Risk, Foreign Exchange, Bloomberg, Credit Derivatives, Currency, Investment Banking, Risk Management, Structured Finance, Trading Systems, Electronic Trading, Hedge Funds
Education
McGill University 1993 — 1995
mba, finance
Dalhousie University 1988 — 1992
B. Sc, Math
CIBC World Markets August 2012 - Present
Societe Generale April 2006 - August 2012
RBC Capital Markets March 1996 - April 2006
Skills
Swaps, FX Hedging, Commodities, Derivatives, Hedging, Trading, Options, Capital Markets, Structured Products, FX Options, Financial Structuring, Trading Strategies, Financial Markets, Commodity Markets, Commodity, Market Risk, Foreign Exchange, Bloomberg, Credit Derivatives, Currency, Investment Banking, Risk Management, Structured Finance, Trading Systems, Electronic Trading, Hedge Funds
Education
McGill University 1993 — 1995
mba, finance
Dalhousie University 1988 — 1992
B. Sc, Math
Christine Harrington's CIBC World Markets Experience 2002 - 2005
Job Principal at Apollo Investment Corporation
Industry Investment Management
Experience
Apollo Investment Corporation 2007 - Present
Merrill Lynch 2005 - 2007
CIBC World Markets 2002 - 2005
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Alternative Investments, Financial Modeling, Fixed Income, LBO, Asset Management, Investments, Due Diligence, Corporate Finance
Education
Fairfield University
Bachelor's Degree
Apollo Investment Corporation 2007 - Present
Merrill Lynch 2005 - 2007
CIBC World Markets 2002 - 2005
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Alternative Investments, Financial Modeling, Fixed Income, LBO, Asset Management, Investments, Due Diligence, Corporate Finance
Education
Fairfield University
Bachelor's Degree
Rudy Hokanson, CFA's CIBC World Markets Experience July 1997 - May 2001
Job Managing Director, Research at Barrington Research
Industry Investment Banking
Experience
Barrington Research Associates, Inc. October 2011 - Present
Presbyterian Homes & Services July 2011 - October 2011
University of St. Thomas 2011 - 2011
UBS Global Asset Management September 2005 - July 2010
FAF Advisors June 2002 - September 2005
Patterns Consulting June 2001 - June 2002
CIBC World Markets July 1997 - May 2001
Deutsche Bank 1994 - 1997
Kemper Insurance 1991 - 1994
Skills
Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equity Research, Analysis, Strategy, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds, Equity Valuation, Capital Markets, Management, Investment Banking, Private Equity, Derivatives, Investment Management, Investor Relations, Series 63, Equity Capital Markets, Trading, Options, Strategic Financial..., Investment Advisory, Investment Strategies, Business Valuation, Institutional..., Financial Markets, Chartered Financial..., IPO, Quantitative Analytics, Corporate Development, Financial Services, M&A experience
Education
University of Saint Thomas 2011 — 2011
University of Oxford 1999 — 1999
Yale University - Yale School of Management 1979 — 1981
MBA
Yale University Divinity School 1970 — 1974
M.Div.
DePauw University 1966 — 1970
BA
Barrington Research Associates, Inc. October 2011 - Present
Presbyterian Homes & Services July 2011 - October 2011
University of St. Thomas 2011 - 2011
UBS Global Asset Management September 2005 - July 2010
FAF Advisors June 2002 - September 2005
Patterns Consulting June 2001 - June 2002
CIBC World Markets July 1997 - May 2001
Deutsche Bank 1994 - 1997
Kemper Insurance 1991 - 1994
Skills
Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equity Research, Analysis, Strategy, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds, Equity Valuation, Capital Markets, Management, Investment Banking, Private Equity, Derivatives, Investment Management, Investor Relations, Series 63, Equity Capital Markets, Trading, Options, Strategic Financial..., Investment Advisory, Investment Strategies, Business Valuation, Institutional..., Financial Markets, Chartered Financial..., IPO, Quantitative Analytics, Corporate Development, Financial Services, M&A experience
Education
University of Saint Thomas 2011 — 2011
University of Oxford 1999 — 1999
Yale University - Yale School of Management 1979 — 1981
MBA
Yale University Divinity School 1970 — 1974
M.Div.
DePauw University 1966 — 1970
BA
Brett Gaffan's CIBC World Markets Experience February 2008 - October 2008
Job Vice President at Barclays Capital
Industry Real Estate
Experience
Barclays Capital April 2012 - Present
Value Add Loan Advisory Group August 2009 - April 2012
CIBC World Markets February 2008 - October 2008
Morgan Stanley Mortgage Capital August 1998 - February 2008
Cushman Realty 1997 - 1998
Skills
Loans, Commercial Real Estate, Mortgage Lending, Valuation, CMBS, Asset Management, Real Estate Economics, Due Diligence, Investments, Financial Modeling
Education
Cornell University 1992 — 1996
BS, Hotel Administration
Barclays Capital April 2012 - Present
Value Add Loan Advisory Group August 2009 - April 2012
CIBC World Markets February 2008 - October 2008
Morgan Stanley Mortgage Capital August 1998 - February 2008
Cushman Realty 1997 - 1998
Skills
Loans, Commercial Real Estate, Mortgage Lending, Valuation, CMBS, Asset Management, Real Estate Economics, Due Diligence, Investments, Financial Modeling
Education
Cornell University 1992 — 1996
BS, Hotel Administration
Daaf Sandkuijl Ph.D.'s CIBC World Markets Experience May 2011 - October 2011
Job Optical Engineer at Fluidigm Corporation
Industry Higher Education
Experience
Fluidigm Corporation August 2015 - Present
L-3 WESCAM August 2014 - August 2015
University of Toronto September 2013 - July 2014
QKD Corp. October 2013 - May 2014
University of Toronto September 2007 - April 2014
University of Toronto September 2007 - August 2013
CIBC World Markets May 2011 - October 2011
Chemical and Physical Sciences Graduate Students Association October 2010 - October 2011
Eindhoven University of Technology March 2006 - August 2007
Holland Casino July 2005 - June 2007
Skills
Matlab, Experimentation, Theory, LaTeX, Mathematical Modeling, Microscopy, Numerical Analysis, Fortran, Physics, Labview, Science, Data Analysis, Spectroscopy, Materials Science, Experimental Design, Optics, Nanotechnology, Applied Physics, Applied Mathematics, Laser, Scientific Writing
Education
University of Toronto 2007 — 2013
Ph.D., Physics
Eindhoven University of Technology 2004 — 2007
B.Sc., Applied Physics
Fluidigm Corporation August 2015 - Present
L-3 WESCAM August 2014 - August 2015
University of Toronto September 2013 - July 2014
QKD Corp. October 2013 - May 2014
University of Toronto September 2007 - April 2014
University of Toronto September 2007 - August 2013
CIBC World Markets May 2011 - October 2011
Chemical and Physical Sciences Graduate Students Association October 2010 - October 2011
Eindhoven University of Technology March 2006 - August 2007
Holland Casino July 2005 - June 2007
Skills
Matlab, Experimentation, Theory, LaTeX, Mathematical Modeling, Microscopy, Numerical Analysis, Fortran, Physics, Labview, Science, Data Analysis, Spectroscopy, Materials Science, Experimental Design, Optics, Nanotechnology, Applied Physics, Applied Mathematics, Laser, Scientific Writing
Education
University of Toronto 2007 — 2013
Ph.D., Physics
Eindhoven University of Technology 2004 — 2007
B.Sc., Applied Physics
Daniel Sutin's CIBC World Markets Experience April 2005 - September 2008
Job Structured Product Sales
Industry Capital Markets
Experience
CIBC Wholesale Banking June 2013 - Present
CIBC Wholesale Banking November 2008 - May 2013
CIBC World Markets April 2005 - September 2008
Skills
Fixed Income, Equity Derivatives, Capital Markets, Currency, Analytics, Investment Banking, Equities, Financial Analysis
Education
Dalhousie University 2002 — 2006
BA, History
CIBC Wholesale Banking June 2013 - Present
CIBC Wholesale Banking November 2008 - May 2013
CIBC World Markets April 2005 - September 2008
Skills
Fixed Income, Equity Derivatives, Capital Markets, Currency, Analytics, Investment Banking, Equities, Financial Analysis
Education
Dalhousie University 2002 — 2006
BA, History
Barbara Olsen Pascale's CIBC World Markets Experience June 1985 - May 1987
Job Shop Carpenter
Industry Construction
Experience
freelance Finish CarpenterBKC StudioJune 2014 - Present
Manhattan Commercial Realty Corporation October 2012 - April 2013
Fennessy Realty (now part of Coach Group) December 1992 - January 1994
MossFauset Furnituremaker July 1988 - February 1990
CIBC World Markets June 1985 - May 1987
JPMorgan Chase (as Chase Manhattan Bank) June 1983 - June 1985
Skills
Real Estate, Finance, Credit, Portfolio Management, Loans, Credit Analysis, Residential Homes, Analysis, Auditing, Real Estate Development, Real Estate Transactions, Corporate Real Estate
Education
New York Institute of Technology 1996 — 2004
BArch, Architecture
Cornell University 1979 — 1983
BS, Applied Economics/Marketing
freelance Finish CarpenterBKC StudioJune 2014 - Present
Manhattan Commercial Realty Corporation October 2012 - April 2013
Fennessy Realty (now part of Coach Group) December 1992 - January 1994
MossFauset Furnituremaker July 1988 - February 1990
CIBC World Markets June 1985 - May 1987
JPMorgan Chase (as Chase Manhattan Bank) June 1983 - June 1985
Skills
Real Estate, Finance, Credit, Portfolio Management, Loans, Credit Analysis, Residential Homes, Analysis, Auditing, Real Estate Development, Real Estate Transactions, Corporate Real Estate
Education
New York Institute of Technology 1996 — 2004
BArch, Architecture
Cornell University 1979 — 1983
BS, Applied Economics/Marketing
Josh Spiegel, CFA's CIBC World Markets Experience September 2000 - July 2002
Job Chief Operating Officer at Neurocog Trials, Inc.
Industry Investment Banking
Experience
Neurocog Trials, Inc. July 2015 - Present
Cypress Associates September 2002 - June 2015
CIBC World Markets September 2000 - July 2002
Skills
Chartered Financial..., Financial Modeling, Valuation, Private Equity, Capital Markets, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investments, Investment Banking, Equities, Healthcare Industry, Business Services
Education
Duke University 1995 — 1999
AB, Economics and Public Policy Studies
Neurocog Trials, Inc. July 2015 - Present
Cypress Associates September 2002 - June 2015
CIBC World Markets September 2000 - July 2002
Skills
Chartered Financial..., Financial Modeling, Valuation, Private Equity, Capital Markets, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investments, Investment Banking, Equities, Healthcare Industry, Business Services
Education
Duke University 1995 — 1999
AB, Economics and Public Policy Studies
sheila dawe's CIBC World Markets Experience November 1988 - Present
Job mortgage advisor at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets November 1988 - Present
Self 1964 - 1988
Skills
Fixed Income, Loan Origination, Investments, Equities, Financial Structuring, Investment Banking, Bonds, Mergers & Acquisitions, Structured Products, FX Options, Capital Markets, Financial Markets, Credit Analysis, Derivatives, Credit Risk, Options, Valuation, Structured Finance, Portfolio Management, Wealth Management, Private Banking, Market Risk, Equity Derivatives, Operational Risk, Banking, Risk Management
Education
Douglas College
Business Law, 88%
Douglas College
Business Math, 93%
Douglas College
Accounting and Business/Management, 97%
Douglas College
Biology, General, 95%
CIBC World Markets November 1988 - Present
Self 1964 - 1988
Skills
Fixed Income, Loan Origination, Investments, Equities, Financial Structuring, Investment Banking, Bonds, Mergers & Acquisitions, Structured Products, FX Options, Capital Markets, Financial Markets, Credit Analysis, Derivatives, Credit Risk, Options, Valuation, Structured Finance, Portfolio Management, Wealth Management, Private Banking, Market Risk, Equity Derivatives, Operational Risk, Banking, Risk Management
Education
Douglas College
Business Law, 88%
Douglas College
Business Math, 93%
Douglas College
Accounting and Business/Management, 97%
Douglas College
Biology, General, 95%
Lara MacLean's CIBC World Markets Experience August 2014 - December 2014
Job Consultant, TD Securities
Industry Financial Services
Experience
TD Securities January 2015 - Present
CIBC World Markets August 2014 - December 2014
TD Securities January 2013 - May 2014
TD Securities June 2011 - October 2012
TD Bank Group October 2010 - February 2011
CPP Investment Board March 2010 - October 2010
CPP Investment Board October 2007 - March 2010
TD Securities March 2006 - June 2007
TD Securities October 2004 - March 2006
TD Securities March 2003 - October 2004
Skills
Murex, Calypso, Bloomberg, SimCorp Dimension, Excel, Access, VBA, Microsoft Excel, Fixed Income, Derivatives, Settlement, Trading Systems, Interest Rate..., Credit Derivatives, Swaps, Summit, Capital Markets
Education
CFA Institute
CFA
Dalhousie University 1995 — 1998
Bachelor of Recreation
TD Securities January 2015 - Present
CIBC World Markets August 2014 - December 2014
TD Securities January 2013 - May 2014
TD Securities June 2011 - October 2012
TD Bank Group October 2010 - February 2011
CPP Investment Board March 2010 - October 2010
CPP Investment Board October 2007 - March 2010
TD Securities March 2006 - June 2007
TD Securities October 2004 - March 2006
TD Securities March 2003 - October 2004
Skills
Murex, Calypso, Bloomberg, SimCorp Dimension, Excel, Access, VBA, Microsoft Excel, Fixed Income, Derivatives, Settlement, Trading Systems, Interest Rate..., Credit Derivatives, Swaps, Summit, Capital Markets
Education
CFA Institute
CFA
Dalhousie University 1995 — 1998
Bachelor of Recreation
Timothy Nixon's CIBC World Markets Experience August 2013 - Present
Job Analyst at CIBC World Markets Inc.
Industry Sports
Experience
CIBC World Markets August 2013 - Present
BMO Capital Markets May 2012 - August 2012
Wasserman Media Group June 2011 - August 2011
Skills
Bloomberg, Research, Financial Modeling
Education
Duke University 2008 — 2013
BA, Public Policy Studies
CIBC World Markets August 2013 - Present
BMO Capital Markets May 2012 - August 2012
Wasserman Media Group June 2011 - August 2011
Skills
Bloomberg, Research, Financial Modeling
Education
Duke University 2008 — 2013
BA, Public Policy Studies
Audrey Alleyne's CIBC World Markets Experience February 2001 - September 2007
Job Senior Business Analysis at Citi
Industry Financial Services
Experience
Citi October 2007 - Present
CIBC World Markets February 2001 - September 2007
Deutsche Bank February 1993 - February 2001
Education
NYU 1983 — 1985
Fashion Institute of Technology 1977 — 1980
BS, Marketing
Citi October 2007 - Present
CIBC World Markets February 2001 - September 2007
Deutsche Bank February 1993 - February 2001
Education
NYU 1983 — 1985
Fashion Institute of Technology 1977 — 1980
BS, Marketing
Joseph Ackiewicz's CIBC World Markets Experience April 2007 - January 2008
Job Director Securities Lending at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch June 2012 - Present
Capstone Investment Advisors January 2008 - August 2011
CIBC World Markets April 2007 - January 2008
Nomura Securities International Inc. May 1997 - April 2007
Nomura Securities International Inc December 1995 - May 1997
PaineWebber Inc. January 1992 - December 1995
Skills
Options, Tenders, Equities, Arbitrage, Special Situations, Risk Arbitrage
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Finance
Lehigh University 1987 — 1991
Bachelor of Science, Accounting
Bank of America - Merrill Lynch June 2012 - Present
Capstone Investment Advisors January 2008 - August 2011
CIBC World Markets April 2007 - January 2008
Nomura Securities International Inc. May 1997 - April 2007
Nomura Securities International Inc December 1995 - May 1997
PaineWebber Inc. January 1992 - December 1995
Skills
Options, Tenders, Equities, Arbitrage, Special Situations, Risk Arbitrage
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Finance
Lehigh University 1987 — 1991
Bachelor of Science, Accounting
Amy Mulderry's CIBC World Markets Experience 2000 - 2004
Job Portfolio Manager at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group 2007 - Present
SAC Capital 2005 - January 2007
Citi 2004 - 2005
CIBC World Markets 2000 - 2004
Time Inc. 1996 - 2000
Education
Cornell University
Bachelor of Arts (B.A.)
Citadel Investment Group 2007 - Present
SAC Capital 2005 - January 2007
Citi 2004 - 2005
CIBC World Markets 2000 - 2004
Time Inc. 1996 - 2000
Education
Cornell University
Bachelor of Arts (B.A.)
Timothy Zhang's CIBC World Markets Experience 2013 - Present
Job Associate at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets 2013 - Present
Optiver August 2011 - October 2012
Education
Cornell University 2007 — 2011
CIBC World Markets 2013 - Present
Optiver August 2011 - October 2012
Education
Cornell University 2007 — 2011
William Hyler's CIBC World Markets Experience February 1998 - April 2003
Job
Industry Investment Management
Experience
Ridgecrest Investment Management LLC September 2006 - Present
CIBC World Markets February 1998 - April 2003
Oppenheimer & Co. February 1984 - January 1998
Education
NYU 1984 — 1986
Cornell University 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Engineering, Economics
Ridgecrest Investment Management LLC September 2006 - Present
CIBC World Markets February 1998 - April 2003
Oppenheimer & Co. February 1984 - January 1998
Education
NYU 1984 — 1986
Cornell University 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Engineering, Economics
Chris Finley's CIBC World Markets Experience 2005 - 2009
Job Director at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
UBS February 2010 - January 2015
CIBC World Markets 2005 - 2009
RBC Capital Markets 2004 - 2005
Citi 2000 - 2004
Cendant Mortgage 1998 - 2000
Education
Fordham University
Master of Arts (M.A.), Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Hamilton College
Bachelor of Arts (B.A.), Psychology
UBS January 2015 - Present
UBS February 2010 - January 2015
CIBC World Markets 2005 - 2009
RBC Capital Markets 2004 - 2005
Citi 2000 - 2004
Cendant Mortgage 1998 - 2000
Education
Fordham University
Master of Arts (M.A.), Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Hamilton College
Bachelor of Arts (B.A.), Psychology
Ed Dugan's CIBC World Markets Experience 1994 - 1997
Job MD high yield at Imperial Capital
Industry Investment Banking
Experience
Imperial Capital May 2008 - Present
JPMorgan Chase March 1997 - May 2008
CIBC World Markets 1994 - 1997
Education
Fairleigh Dickinson University 1981 — 1985
Bachelor of Science - Finance
Gill St Bernards
Imperial Capital May 2008 - Present
JPMorgan Chase March 1997 - May 2008
CIBC World Markets 1994 - 1997
Education
Fairleigh Dickinson University 1981 — 1985
Bachelor of Science - Finance
Gill St Bernards
Pauline Donohoe's CIBC World Markets Experience May 2000 - February 2002
Job Director, Debt Capital Markets at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets January 2014 - Present
Scotiabank Global Banking and Markets March 2002 - January 2014
CIBC World Markets May 2000 - February 2002
Skills
Banking, Risk Management, Financial Analysis, Credit, Project Management, Leadership, Business Analysis, Client Relations
Education
Dublin Institute of Technology 1988 — 1992
Marketing
Scotiabank Global Banking and Markets January 2014 - Present
Scotiabank Global Banking and Markets March 2002 - January 2014
CIBC World Markets May 2000 - February 2002
Skills
Banking, Risk Management, Financial Analysis, Credit, Project Management, Leadership, Business Analysis, Client Relations
Education
Dublin Institute of Technology 1988 — 1992
Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS