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
Jim Reddoch, PhD Jim Reddoch, PhD's CIBC World Markets Experience 1999 - 2000
Job EVP, Research & Investments, Royalty Pharma
Industry Biotechnology
Experience
Royalty Pharma July 2008 - Present
Memorial Sloan Kettering Cancer Center April 2014 - Present
Avillion May 2014 - Present
FBR Capital Markets May 2003 - July 2008
Banc of America Securities 2000 - 2002
CIBC World Markets 1999 - 2000
UAB 1992 - 1997
Skills
Biotechnology, Equities, Investments, Private Equity, Portfolio Management, Biopharmaceuticals, Equity Research, Strategy, Due Diligence, Corporate Development, Pharmaceutical Industry, Management, Research, Valuation, Venture Capital
Education
Yale University 1997 — 1998
Postdoc, Genetics
University of Alabama at Birmingham 1992 — 1997
PhD, Biochemistry
Furman University 1987 — 1991
BA, Political Science
Mountain Brook HS 1985 — 1987
High School Diploma
Briarwood HS 1982 — 1985
None
Royalty Pharma July 2008 - Present
Memorial Sloan Kettering Cancer Center April 2014 - Present
Avillion May 2014 - Present
FBR Capital Markets May 2003 - July 2008
Banc of America Securities 2000 - 2002
CIBC World Markets 1999 - 2000
UAB 1992 - 1997
Skills
Biotechnology, Equities, Investments, Private Equity, Portfolio Management, Biopharmaceuticals, Equity Research, Strategy, Due Diligence, Corporate Development, Pharmaceutical Industry, Management, Research, Valuation, Venture Capital
Education
Yale University 1997 — 1998
Postdoc, Genetics
University of Alabama at Birmingham 1992 — 1997
PhD, Biochemistry
Furman University 1987 — 1991
BA, Political Science
Mountain Brook HS 1985 — 1987
High School Diploma
Briarwood HS 1982 — 1985
None
Allen Parks Allen Parks's CIBC World Markets Experience March 2001 - March 2003
Job Managing Director at OFSCap
Industry Oil & Energy
Experience
OFSCap June 2014 - Present
Global Hunter Securities June 2012 - May 2014
PPHB March 2003 - August 2010
CIBC World Markets March 2001 - March 2003
Rauscher Pierce July 1996 - March 2001
Dual Drilling Company June 1978 - June 1996
Skills
Business Strategy, Energy, Petroleum, Change Management, Engineering, Project Management, New Business Development, Strategic Planning, Negotiation, Contract Negotiation, Business Development, Management, Business Planning, Analysis, Asset Management, Budgets, Construction, Contract Management, Corporate Finance, Drilling, Due Diligence, Energy Industry, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Forecasting, Investments, Leadership, Mergers, Natural Gas, Oil, Oilfield, Operations Management, Portfolio Management, Start-ups, Strategy, Venture Capital
Education
The University of Texas at Austin 1973 — 1978
BS in Chemical Engineering, MBA
Harvard Business School 1990 — 1990
AMP
OFSCap June 2014 - Present
Global Hunter Securities June 2012 - May 2014
PPHB March 2003 - August 2010
CIBC World Markets March 2001 - March 2003
Rauscher Pierce July 1996 - March 2001
Dual Drilling Company June 1978 - June 1996
Skills
Business Strategy, Energy, Petroleum, Change Management, Engineering, Project Management, New Business Development, Strategic Planning, Negotiation, Contract Negotiation, Business Development, Management, Business Planning, Analysis, Asset Management, Budgets, Construction, Contract Management, Corporate Finance, Drilling, Due Diligence, Energy Industry, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Forecasting, Investments, Leadership, Mergers, Natural Gas, Oil, Oilfield, Operations Management, Portfolio Management, Start-ups, Strategy, Venture Capital
Education
The University of Texas at Austin 1973 — 1978
BS in Chemical Engineering, MBA
Harvard Business School 1990 — 1990
AMP
Terrance McGovern Terrance McGovern's CIBC World Markets Experience 1992 - 1995
Job Managing Director at Fjord Ventures
Industry Venture Capital & Private Equity
Experience
Fjord Ventures January 2012 - Present
Numoda Capital April 2009 - December 2011
Crystal Cove Capital LLC 2002 - 2009
Duff & Phelps 1995 - 2001
CIBC World Markets 1992 - 1995
Burns Fry LTD 1985 - 1992
Skills
Venture Capital, Mergers, Biotechnology, Medical Devices, Biopharmaceuticals
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Rutgers University
Master of Science (M.S.), Mammalian Physiology
Georgetown University
Bachelor of Science (B.S.), Biology
Fjord Ventures January 2012 - Present
Numoda Capital April 2009 - December 2011
Crystal Cove Capital LLC 2002 - 2009
Duff & Phelps 1995 - 2001
CIBC World Markets 1992 - 1995
Burns Fry LTD 1985 - 1992
Skills
Venture Capital, Mergers, Biotechnology, Medical Devices, Biopharmaceuticals
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Rutgers University
Master of Science (M.S.), Mammalian Physiology
Georgetown University
Bachelor of Science (B.S.), Biology
Ellerton J. Castor Ellerton J. Castor's CIBC World Markets Experience June 1995 - December 1999
Job Chief Financial Officer at Ontario Graphite Limited
Industry Venture Capital & Private Equity
Experience
Ontario Graphite Limited November 2012 - Present
Ontario Graphite Limited February 2012 - November 2013
SphereInvest Group January 2010 - January 2012
Panterra Partners, LLC January 2005 - December 2009
Banc of America Securities, LLC January 2000 - November 2004
CIBC World Markets June 1995 - December 1999
Morgan Stanley & Company August 1993 - April 1995
Bank of Boston June 1989 - July 1991
Shawmut Bank November 1986 - June 1989
Skills
Mergers, Corporate Finance, Restructuring, Private Equity, Financial Analysis, Loans, Strategy, Investments, Real Estate, Investment Banking, Due Diligence, Entrepreneurship, Corporate Law, Financial Structuring, Real Estate Economics, Business Strategy, Mergers & Acquisitions, Capital, Management, Start-ups, Management Consulting, Risk Management, Mutual Funds, Latin America, Financial Modeling, Commercial Lending, Portfolio Management
Education
Harvard Business School 1991 — 1993
MBA
Franklin Pierce University 1982 — 1986
AB
Ontario Graphite Limited November 2012 - Present
Ontario Graphite Limited February 2012 - November 2013
SphereInvest Group January 2010 - January 2012
Panterra Partners, LLC January 2005 - December 2009
Banc of America Securities, LLC January 2000 - November 2004
CIBC World Markets June 1995 - December 1999
Morgan Stanley & Company August 1993 - April 1995
Bank of Boston June 1989 - July 1991
Shawmut Bank November 1986 - June 1989
Skills
Mergers, Corporate Finance, Restructuring, Private Equity, Financial Analysis, Loans, Strategy, Investments, Real Estate, Investment Banking, Due Diligence, Entrepreneurship, Corporate Law, Financial Structuring, Real Estate Economics, Business Strategy, Mergers & Acquisitions, Capital, Management, Start-ups, Management Consulting, Risk Management, Mutual Funds, Latin America, Financial Modeling, Commercial Lending, Portfolio Management
Education
Harvard Business School 1991 — 1993
MBA
Franklin Pierce University 1982 — 1986
AB
Andria Coombs Andria Coombs's CIBC World Markets Experience 1998 - 1999
Job SemiRetired
Industry Government Relations
Experience
CIBC 2011 - 2013
CIBC 1999 - 2011
CIBC World Markets 1998 - 1999
Towers Watson 1995 - 1998
Towers Watson 1994 - 1995
Chapter Three Pharmaceutical Research Inc. 1986 - 1994
Skills
Recruiting, Vendor Management, HR Policies, Banking, Applicant Tracking..., Human Resources, Campus Recruiting, Event Planning, Desktop Publishing, Graphic Design, Screening Resumes, Recruitment Advertising, Event Management, Administrative..., Talent Management, Onboarding, Management, Interviews, Time Management, New Hire Orientations, CRM, Succession Planning, Training, Project Management, Technical Recruiting, Screening, Executive Search, Program Management, Employee Engagement, Contract Recruitment, HRIS, Internet Recruiting, Employer Branding, Personnel Management, Graduate Recruitment, Organizational...
Education
George Brown College 2012 — 2016
Diploma, Graphic Design
Ryerson University 2013 — 2014
Human Resources Management, Human Resources Management/Personnel Administration, General
E.P.O.C. Montreal (Quebec) 1987 — 1989
Diploma, Administrative/Secretarial Arts Diploma
CIBC 2011 - 2013
CIBC 1999 - 2011
CIBC World Markets 1998 - 1999
Towers Watson 1995 - 1998
Towers Watson 1994 - 1995
Chapter Three Pharmaceutical Research Inc. 1986 - 1994
Skills
Recruiting, Vendor Management, HR Policies, Banking, Applicant Tracking..., Human Resources, Campus Recruiting, Event Planning, Desktop Publishing, Graphic Design, Screening Resumes, Recruitment Advertising, Event Management, Administrative..., Talent Management, Onboarding, Management, Interviews, Time Management, New Hire Orientations, CRM, Succession Planning, Training, Project Management, Technical Recruiting, Screening, Executive Search, Program Management, Employee Engagement, Contract Recruitment, HRIS, Internet Recruiting, Employer Branding, Personnel Management, Graduate Recruitment, Organizational...
Education
George Brown College 2012 — 2016
Diploma, Graphic Design
Ryerson University 2013 — 2014
Human Resources Management, Human Resources Management/Personnel Administration, General
E.P.O.C. Montreal (Quebec) 1987 — 1989
Diploma, Administrative/Secretarial Arts Diploma
Kim Romano Kim Romano's CIBC World Markets Experience July 1995 - November 1999
Job Senior Vice President, Director Retail & Internet Banking at Emigrant Bank
Industry Banking
Experience
Emigrant Bank July 2004 - Present
UAS Asset Management April 2000 - January 2004
CIBC World Markets July 1995 - November 1999
Skills
Loans, Credit Analysis, Credit, Mortgage Lending, Portfolio Management, Commercial Lending, Credit Risk, Underwriting, Loan Origination, Mortgage Banking, Capital Markets, Commercial Banking, Risk Management, Financial Analysis
Education
Fordham University
Emigrant Bank July 2004 - Present
UAS Asset Management April 2000 - January 2004
CIBC World Markets July 1995 - November 1999
Skills
Loans, Credit Analysis, Credit, Mortgage Lending, Portfolio Management, Commercial Lending, Credit Risk, Underwriting, Loan Origination, Mortgage Banking, Capital Markets, Commercial Banking, Risk Management, Financial Analysis
Education
Fordham University
Jean Pierre Sauvé Jean Pierre Sauvé's CIBC World Markets Experience 1987 - 1989
Job Directeur au recrutement, Larochelle │Conseil en gestion│BI│Sécurité de l'information │ ECM │Conseil en technologie
Industry Information Technology and Services
Experience
Larochelle Groupe Conseil 2010 - Present
Compugen October 2007 - December 2009
NexInnovations Inc. 2001 - 2007
SHL Systemhouse / EDS Canada August 1995 - 2000
Teleglobe / DMR March 1989 - August 1995
CIBC World Markets 1987 - 1989
SNC-Lavalin (Idéonic/Cosigma) 1984 - 1987
Ultramar Canada 1976 - 1984
Education
HEC Montréal 1989 — 1994
certificat informatique
Larochelle Groupe Conseil 2010 - Present
Compugen October 2007 - December 2009
NexInnovations Inc. 2001 - 2007
SHL Systemhouse / EDS Canada August 1995 - 2000
Teleglobe / DMR March 1989 - August 1995
CIBC World Markets 1987 - 1989
SNC-Lavalin (Idéonic/Cosigma) 1984 - 1987
Ultramar Canada 1976 - 1984
Education
HEC Montréal 1989 — 1994
certificat informatique
Patrick Moise Patrick Moise's CIBC World Markets Experience September 2006 - January 2008
Job Director Financial Products Solutions Group at National Bank Financial
Industry Financial Services
Experience
National Bank Financial February 2008 - Present
CIBC World Markets September 2006 - January 2008
Skills
Fixed Income, Structured Products, Derivatives, Options, Equities, Commodity, Investments, Financial Services, Wealth Management, Portfolio Management, Financial Markets, Capital Markets, Investment Strategies, Financial Advisory, Structured Finance
Education
Université de Montréal - HEC Montréal 2003 — 2006
Bachelor of Business Administration (B.B.A.), Market Finance
École Polytechnique de Montréal 2002 — 2003
Bachelor of Engineering (B.Eng.), Computer Engineering
Collège Ahuntsic 2000 — 2002
Natural Sciences, Pure and Applied Science, CÉGEP, or two-year pre-university
Canadian Securities Institute
Louis-Riel
National Bank Financial February 2008 - Present
CIBC World Markets September 2006 - January 2008
Skills
Fixed Income, Structured Products, Derivatives, Options, Equities, Commodity, Investments, Financial Services, Wealth Management, Portfolio Management, Financial Markets, Capital Markets, Investment Strategies, Financial Advisory, Structured Finance
Education
Université de Montréal - HEC Montréal 2003 — 2006
Bachelor of Business Administration (B.B.A.), Market Finance
École Polytechnique de Montréal 2002 — 2003
Bachelor of Engineering (B.Eng.), Computer Engineering
Collège Ahuntsic 2000 — 2002
Natural Sciences, Pure and Applied Science, CÉGEP, or two-year pre-university
Canadian Securities Institute
Louis-Riel
Tony Maull Tony Maull's CIBC World Markets Experience 1998 - 2002
Job Senior Vice President at Sentrana
Industry Computer Software
Experience
Sentrana January 2015 - Present
DataRPM June 2014 - December 2014
SaveBigBread 2009 - June 2014
Virginia Joint Commission on Technology & Science 2010 - 2013
Ernst & Young 2006 - 2009
Experian Scorex 2004 - 2006
Growth Capital, LLC 2002 - 2004
CIBC World Markets 1998 - 2002
Skills
Business Development, Strategic Planning, Marketing, Mergers, Entrepreneurship, Energy, Start-ups, Mergers & Acquisitions, CRM, Business Strategy, Leadership, Project Management, Management Consulting, Change Management, Consulting, Management, Business Planning, Strategic Partnerships, Executive Management, Strategy, New Business Development, Product Management, Marketing Strategy, Competitive Analysis, Business Process..., Analytics, Sales, Sales Management, Integration, Finance, Enterprise Software
Education
CFA Institute
CFA (Chartered Financial Analyst), Finance, Charterholder candidate.
George Mason University
Bachelor of Science (BS), Accounting
Sentrana January 2015 - Present
DataRPM June 2014 - December 2014
SaveBigBread 2009 - June 2014
Virginia Joint Commission on Technology & Science 2010 - 2013
Ernst & Young 2006 - 2009
Experian Scorex 2004 - 2006
Growth Capital, LLC 2002 - 2004
CIBC World Markets 1998 - 2002
Skills
Business Development, Strategic Planning, Marketing, Mergers, Entrepreneurship, Energy, Start-ups, Mergers & Acquisitions, CRM, Business Strategy, Leadership, Project Management, Management Consulting, Change Management, Consulting, Management, Business Planning, Strategic Partnerships, Executive Management, Strategy, New Business Development, Product Management, Marketing Strategy, Competitive Analysis, Business Process..., Analytics, Sales, Sales Management, Integration, Finance, Enterprise Software
Education
CFA Institute
CFA (Chartered Financial Analyst), Finance, Charterholder candidate.
George Mason University
Bachelor of Science (BS), Accounting
Ke Jin Ke Jin's CIBC World Markets Experience May 2015 - Present
Job Quantitative developor at Fixed Income Analytics and Data Sales Group, CIBC World Markets
Industry Banking
Experience
CIBC World Markets May 2015 - Present
University of Toronto December 2010 - April 2015
Fudan University September 2007 - July 2010
shanghai center for bioinformation and technology January 2005 - May 2007
Skills
Bioinformatics, Matlab, R, Data Mining, MySQL, Microsoft SQL Server, Oracle, J2EE Application..., Jave, J2EE Web Services, Struts, Hibernate, Spring, AJAX, LaTeX, Molecular Biology, Python, Genetics, Perl
Education
Fudan University 2007 — 2010
Doctor of Philosophy (Ph.D.), Biomathematics, Bioinformatics, and Computational Biology
Jilin University 2002 — 2005
Master's degree, Computer Software Engineering
CIBC World Markets May 2015 - Present
University of Toronto December 2010 - April 2015
Fudan University September 2007 - July 2010
shanghai center for bioinformation and technology January 2005 - May 2007
Skills
Bioinformatics, Matlab, R, Data Mining, MySQL, Microsoft SQL Server, Oracle, J2EE Application..., Jave, J2EE Web Services, Struts, Hibernate, Spring, AJAX, LaTeX, Molecular Biology, Python, Genetics, Perl
Education
Fudan University 2007 — 2010
Doctor of Philosophy (Ph.D.), Biomathematics, Bioinformatics, and Computational Biology
Jilin University 2002 — 2005
Master's degree, Computer Software Engineering
Matthieu Piotte, CFA Matthieu Piotte, CFA's CIBC World Markets Experience December 2009 - October 2012
Job Investment Advisor, CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy November 2012 - Present
CIBC World Markets December 2009 - October 2012
CIBC World Markets August 2006 - December 2009
Skills
Equities, Fixed Income, Investments, Structured Finance, Retirement, Currency, Insurance, Wealth, High Net Worth..., Capital Markets, Derivatives, Portfolio Management, Bloomberg, Asset Management, Securities, Bonds, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Structured Products, Investment Strategies, Wealth Management..., Finance, Strategic Financial..., ETFs, Asset Allocation, Options, Investment Advisory, Financial Markets, Investment Management
Education
HEC Montréal 2002 — 2005
BAA, Finance
Collège Jean-de-Brébeuf
Collège Notre-Dame
CIBC Wood Gundy November 2012 - Present
CIBC World Markets December 2009 - October 2012
CIBC World Markets August 2006 - December 2009
Skills
Equities, Fixed Income, Investments, Structured Finance, Retirement, Currency, Insurance, Wealth, High Net Worth..., Capital Markets, Derivatives, Portfolio Management, Bloomberg, Asset Management, Securities, Bonds, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Structured Products, Investment Strategies, Wealth Management..., Finance, Strategic Financial..., ETFs, Asset Allocation, Options, Investment Advisory, Financial Markets, Investment Management
Education
HEC Montréal 2002 — 2005
BAA, Finance
Collège Jean-de-Brébeuf
Collège Notre-Dame
Michael Ye Michael Ye's CIBC World Markets Experience May 2011 - August 2011
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
U.S. Securities and Exchange Commission May 2015 - July 2015
Morgan Stanley June 2012 - July 2014
CIBC World Markets May 2011 - August 2011
Endeavour Volunteer Consulting for Non-Profits (Endeavour) September 2010 - July 2011
The Princeton Review August 2009 - April 2011
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
York University - Schulich School of Business 2008 — 2012
iBBA, Finance
The Hong Kong University of Science and Technology 2012 — 2012
Exchange Semester, Business Management
Lorne Park Secondary School 2004 — 2008
U.S. Securities and Exchange Commission May 2015 - July 2015
Morgan Stanley June 2012 - July 2014
CIBC World Markets May 2011 - August 2011
Endeavour Volunteer Consulting for Non-Profits (Endeavour) September 2010 - July 2011
The Princeton Review August 2009 - April 2011
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
York University - Schulich School of Business 2008 — 2012
iBBA, Finance
The Hong Kong University of Science and Technology 2012 — 2012
Exchange Semester, Business Management
Lorne Park Secondary School 2004 — 2008
Igor Juric Igor Juric's CIBC World Markets Experience January 2006 - January 2007
Job PFP @ You'reRich Consulting
Industry Financial Services
Experience
You'reRich Enterprises October 2014 - Present
Investors Group November 2013 - October 2014
ScotiaMcLeod March 2013 - August 2013
CIBC Wood Gundy January 2007 - March 2013
CIBC World Markets January 2006 - January 2007
Skills
Closing Deals, Market Analysis, Portfolio Management, Portfolio Optimization, Risk Mitigation, Selling, Profit Maximization, Mutual Funds, Equities, Financial Planning, Financial Modeling, Strategic Financial..., Leadership, Funding, Financial Analysis, Financial Advisory, Business Strategy
Education
University of Toronto at Scarborough 2010 — 2011
International/Global Studies
George Brown College 2001 — 2004
You'reRich Enterprises October 2014 - Present
Investors Group November 2013 - October 2014
ScotiaMcLeod March 2013 - August 2013
CIBC Wood Gundy January 2007 - March 2013
CIBC World Markets January 2006 - January 2007
Skills
Closing Deals, Market Analysis, Portfolio Management, Portfolio Optimization, Risk Mitigation, Selling, Profit Maximization, Mutual Funds, Equities, Financial Planning, Financial Modeling, Strategic Financial..., Leadership, Funding, Financial Analysis, Financial Advisory, Business Strategy
Education
University of Toronto at Scarborough 2010 — 2011
International/Global Studies
George Brown College 2001 — 2004
Jean-Christophe Aubert Jean-Christophe Aubert's CIBC World Markets Experience May 2013 - September 2013
Job Private Equity Analyst Infrastructure Investments at PSP Investments
Industry Investment Management
Experience
PSP Investments June 2014 - Present
HEC Investment Fund (FPHEC) September 2011 - April 2014
CIBC World Markets May 2013 - September 2013
Québecor Média August 2009 - September 2011
Skills
Analyse financière
Education
HEC Montréal 2011 — 2014
Bachelor of Business Administration, Finance
St.Jerome College 2009 — 2011
Diploma of Collegial Studies, Social Sciences
PSP Investments June 2014 - Present
HEC Investment Fund (FPHEC) September 2011 - April 2014
CIBC World Markets May 2013 - September 2013
Québecor Média August 2009 - September 2011
Skills
Analyse financière
Education
HEC Montréal 2011 — 2014
Bachelor of Business Administration, Finance
St.Jerome College 2009 — 2011
Diploma of Collegial Studies, Social Sciences
Tuan Tran Tuan Tran's CIBC World Markets Experience January 2006 - February 2007
Job VicePresident Novacap
Industry Venture Capital & Private Equity
Experience
Novacap February 2007 - Present
Fibrenoire April 2013 - Present
Synergx 2012 - Present
Host.net 2012 - Present
PKWARE August 2009 - Present
iWeb Technologies June 2011 - November 2013
Creaform June 2009 - October 2013
CIBC World Markets January 2006 - February 2007
Desjardins Securities 2005 - 2006
LandryMorin (Hedge Fund) 2004 - 2005
Skills
Venture Capital, Private Equity, Investments, Corporate Finance, Financial Modeling, Mergers, Valuation, Due Diligence, Entrepreneurship, Financial Analysis, Business Strategy, Investment Banking, Start-ups, Business Valuation, Equities, Business Development, Strategic Planning, Corporate Development, Asset Managment, Finance, M&A experience, Mergers & Acquisitions, Portfolio Management, Strategy, Divestitures, IPO, Restructuring
Education
CFA Institute 2006 — 2006
Chartered Financial Analyst
Université de Montréal - HEC Montréal
M.Sc.
HEC Montréal
Graduate Diploma
Novacap February 2007 - Present
Fibrenoire April 2013 - Present
Synergx 2012 - Present
Host.net 2012 - Present
PKWARE August 2009 - Present
iWeb Technologies June 2011 - November 2013
Creaform June 2009 - October 2013
CIBC World Markets January 2006 - February 2007
Desjardins Securities 2005 - 2006
LandryMorin (Hedge Fund) 2004 - 2005
Skills
Venture Capital, Private Equity, Investments, Corporate Finance, Financial Modeling, Mergers, Valuation, Due Diligence, Entrepreneurship, Financial Analysis, Business Strategy, Investment Banking, Start-ups, Business Valuation, Equities, Business Development, Strategic Planning, Corporate Development, Asset Managment, Finance, M&A experience, Mergers & Acquisitions, Portfolio Management, Strategy, Divestitures, IPO, Restructuring
Education
CFA Institute 2006 — 2006
Chartered Financial Analyst
Université de Montréal - HEC Montréal
M.Sc.
HEC Montréal
Graduate Diploma
Edmond Horsey Edmond Horsey's CIBC World Markets Experience 1995 - 1998
Job Principal at R2E Partners, LLC
Industry Renewables & Environment
Experience
R2E Partners LLC / Enselle LLC January 2003 - Present
United Bank of Kuwait 1999 - 2000
Atlas Capital Finance 1998 - 1999
CIBC World Markets 1995 - 1998
Capstar Partners 1990 - 1995
Pudential-Bache Capital Funding 1987 - 1989
Smith Barney, Harris Upham & Co. 1982 - 1986
Skills
Project Finance, Solar Energy, Due Diligence, Financial Structuring..., Negotiation and..., Energy, Corporate Finance, Private Equity, Renewable Energy, Financial Modeling, Corporate Law, Cleantech, Energy Efficiency, Wind, Photovoltaics, Structured Finance, Negotiation, Alternative Energy, Equities, Real Estate, New Business Development, Corporate Development, Leveraged Finance, Finance, Investment Banking, Venture Capital, Mergers & Acquisitions, Start-ups, Financial Structuring, Valuation
Education
The Wharton School, University of Pennsylvania 1981 — 1982
MBA, Finance and Accounting, with distinction
Harvard College 1974 — 1978
BA, American History and Literature, Magna cum Laude
R2E Partners LLC / Enselle LLC January 2003 - Present
United Bank of Kuwait 1999 - 2000
Atlas Capital Finance 1998 - 1999
CIBC World Markets 1995 - 1998
Capstar Partners 1990 - 1995
Pudential-Bache Capital Funding 1987 - 1989
Smith Barney, Harris Upham & Co. 1982 - 1986
Skills
Project Finance, Solar Energy, Due Diligence, Financial Structuring..., Negotiation and..., Energy, Corporate Finance, Private Equity, Renewable Energy, Financial Modeling, Corporate Law, Cleantech, Energy Efficiency, Wind, Photovoltaics, Structured Finance, Negotiation, Alternative Energy, Equities, Real Estate, New Business Development, Corporate Development, Leveraged Finance, Finance, Investment Banking, Venture Capital, Mergers & Acquisitions, Start-ups, Financial Structuring, Valuation
Education
The Wharton School, University of Pennsylvania 1981 — 1982
MBA, Finance and Accounting, with distinction
Harvard College 1974 — 1978
BA, American History and Literature, Magna cum Laude
Benoit Martineau Benoit Martineau's CIBC World Markets Experience 1997 - 2002
Job VP and Bond Trader
Industry Capital Markets
Experience
Laurentian Bank Securities May 2009 - Present
Penson Financial Services November 2005 - April 2009
Desjardins March 2003 - November 2005
CIBC World Markets 1997 - 2002
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Financial Markets, Bonds, Securities, Investments, Trading Systems, Electronic Trading
Education
Université de Montréal - HEC Montréal 1992 — 1997
Master of Science (M.Sc.) Finance
Laurentian Bank Securities May 2009 - Present
Penson Financial Services November 2005 - April 2009
Desjardins March 2003 - November 2005
CIBC World Markets 1997 - 2002
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Financial Markets, Bonds, Securities, Investments, Trading Systems, Electronic Trading
Education
Université de Montréal - HEC Montréal 1992 — 1997
Master of Science (M.Sc.) Finance
Graig Suvannavejh, PhD Graig Suvannavejh, PhD's CIBC World Markets Experience August 2001 - March 2004
Job
Industry Financial Services
Experience
Biogen Idec September 2014 - Present
MLV & Co. March 2013 - July 2014
Jefferies & Company November 2009 - August 2012
Axon Healthcare Partners February 2009 - November 2009
UBS Investment Bank April 2004 - May 2008
CIBC World Markets August 2001 - March 2004
JPMorgan July 2000 - July 2001
Skills
Biotechnology, Pharmaceutical Industry, Investments, Drug Development, Venture Capital, Equity Research, Corporate Development, Valuation, Investment Banking, Investor Relations, Financial Modeling, Due Diligence, Competitive Intelligence, Capital Markets, Strategy, Business Development, Market Analysis
Education
Northwestern University 1994 — 2000
PhD
Georgetown University 1992 — 1993
MS
Georgetown University 1988 — 1992
BS
Biogen Idec September 2014 - Present
MLV & Co. March 2013 - July 2014
Jefferies & Company November 2009 - August 2012
Axon Healthcare Partners February 2009 - November 2009
UBS Investment Bank April 2004 - May 2008
CIBC World Markets August 2001 - March 2004
JPMorgan July 2000 - July 2001
Skills
Biotechnology, Pharmaceutical Industry, Investments, Drug Development, Venture Capital, Equity Research, Corporate Development, Valuation, Investment Banking, Investor Relations, Financial Modeling, Due Diligence, Competitive Intelligence, Capital Markets, Strategy, Business Development, Market Analysis
Education
Northwestern University 1994 — 2000
PhD
Georgetown University 1992 — 1993
MS
Georgetown University 1988 — 1992
BS
Marie-Claude Boisvert's CIBC World Markets Experience May 2015 - September 2015
Job Étudiante MS.c ingénierie financière Student MS.c Financial Engineering (2015)
Industry Financial Services
Experience
HEC Montréal October 2014 - Present
CIBC World Markets May 2015 - September 2015
HEC-Montréal January 2014 - April 2015
Travailleur autonome December 2005 - April 2015
Aon Hewitt May 2014 - August 2014
Optimum Gestion Financière January 2013 - July 2013
Université de Montréal January 2012 - April 2012
Collège St-Paul de Varennes July 2010 - August 2010
Skills
Teaching, Actuarial Science, Leadership, Statistics, Financial Analysis, Derivatives, Investments, Mathematica, Microsoft Excel, Bloomberg, ETFs, VBA, Equities, Mathematics, Quantitative Risk..., Matlab, Science actuarielle, Analyse financière, Statistiques
Education
Université de Montréal - HEC Montréal 2014 — 2015
MS.c Ingénierie Financière
Université de Montréal 2009 — 2013
Baccalauréat en mathématiques et statistiques, Mathématiques financières
HEC Montréal October 2014 - Present
CIBC World Markets May 2015 - September 2015
HEC-Montréal January 2014 - April 2015
Travailleur autonome December 2005 - April 2015
Aon Hewitt May 2014 - August 2014
Optimum Gestion Financière January 2013 - July 2013
Université de Montréal January 2012 - April 2012
Collège St-Paul de Varennes July 2010 - August 2010
Skills
Teaching, Actuarial Science, Leadership, Statistics, Financial Analysis, Derivatives, Investments, Mathematica, Microsoft Excel, Bloomberg, ETFs, VBA, Equities, Mathematics, Quantitative Risk..., Matlab, Science actuarielle, Analyse financière, Statistiques
Education
Université de Montréal - HEC Montréal 2014 — 2015
MS.c Ingénierie Financière
Université de Montréal 2009 — 2013
Baccalauréat en mathématiques et statistiques, Mathématiques financières
Maria Luise Neuper Maria Luise Neuper's CIBC World Markets Experience May 2015 - Present
Job Financial Planner at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC World Markets May 2015 - Present
Professionals Financial August 2014 - April 2015
PlanPlus Inc. October 2011 - August 2014
National Bank Financial May 2006 - September 2011
Frankona Re 1994 - 1995
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management..., Investments, Wealth, Investment Strategies, Estate Planning, Financial Planners, Asset Allocation, Asset Management, Bonds, Financial Planning, Risk Management, Financial Advisory
Education
Université de Sherbrooke 2006 — 2009
Diplôme en fiscalité, Concentration en planification financière
Institut québécois de planification financière 2003 — 2003
Diplôme de Planificateur financier
HEC Montréal 2000 — 2002
Certificat en administration, Planification financière
CIBC World Markets May 2015 - Present
Professionals Financial August 2014 - April 2015
PlanPlus Inc. October 2011 - August 2014
National Bank Financial May 2006 - September 2011
Frankona Re 1994 - 1995
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management..., Investments, Wealth, Investment Strategies, Estate Planning, Financial Planners, Asset Allocation, Asset Management, Bonds, Financial Planning, Risk Management, Financial Advisory
Education
Université de Sherbrooke 2006 — 2009
Diplôme en fiscalité, Concentration en planification financière
Institut québécois de planification financière 2003 — 2003
Diplôme de Planificateur financier
HEC Montréal 2000 — 2002
Certificat en administration, Planification financière
Marisa Harney's CIBC World Markets Experience 1997 - 1998
Job Chief Risk Officer GE Capital, Americas
Industry Financial Services
Experience
GE Capital August 2013 - Present
Bank of America 2004 - July 2013
Credit Suisse 1997 - 2004
CIBC World Markets 1997 - 1998
JPMorgan Chase 1985 - 1997
Deutsche Bank 1980 - 1985
Skills
Credit Risk, Leveraged Fi, Enterprise Risk..., Financial Analysis, leveraged lending, Training, Risk Governance, Credit, Market Risk, Financial Risk, Capital Markets, Banking, Credit Analysis, Derivatives, Fixed Income, Loans, Portfolio Management, Risk Management, Leveraged Lending, Investment Banking, Corporate Finance
Education
New York University, Stern School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Fordham University 1976 — 1979
Bachelor of Science (B.S.), Finance, General
GE Capital August 2013 - Present
Bank of America 2004 - July 2013
Credit Suisse 1997 - 2004
CIBC World Markets 1997 - 1998
JPMorgan Chase 1985 - 1997
Deutsche Bank 1980 - 1985
Skills
Credit Risk, Leveraged Fi, Enterprise Risk..., Financial Analysis, leveraged lending, Training, Risk Governance, Credit, Market Risk, Financial Risk, Capital Markets, Banking, Credit Analysis, Derivatives, Fixed Income, Loans, Portfolio Management, Risk Management, Leveraged Lending, Investment Banking, Corporate Finance
Education
New York University, Stern School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Fordham University 1976 — 1979
Bachelor of Science (B.S.), Finance, General
Ford Harrington Ford Harrington's CIBC World Markets Experience May 2006 - January 2008
Job Cofounder at Vino Management & Best Coast Wines, LLC
Industry Venture Capital & Private Equity
Experience
Best Coast Wines, LLC January 2013 - Present
Vino Management April 2008 - Present
Thrive Capital March 2012 - June 2013
Narrative Science June 2012 - September 2012
Italian Wine Merchants April 2008 - June 2011
CIBC World Markets May 2006 - January 2008
Credit Suisse First Boston June 2004 - August 2004
Skills
Investment Banking, Business Analysis, Corporate Development, M&A experience, Investments, Emerging Markets, Asset Management, Capital Markets, Business Planning, Financial Modeling, Alternative Investments
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Harvard University 2001 — 2005
AB
The Hill School 1998 — 2001
Best Coast Wines, LLC January 2013 - Present
Vino Management April 2008 - Present
Thrive Capital March 2012 - June 2013
Narrative Science June 2012 - September 2012
Italian Wine Merchants April 2008 - June 2011
CIBC World Markets May 2006 - January 2008
Credit Suisse First Boston June 2004 - August 2004
Skills
Investment Banking, Business Analysis, Corporate Development, M&A experience, Investments, Emerging Markets, Asset Management, Capital Markets, Business Planning, Financial Modeling, Alternative Investments
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Harvard University 2001 — 2005
AB
The Hill School 1998 — 2001
William Schreier William Schreier's CIBC World Markets Experience January 1998 - April 2005
Job Managing Director
Industry Financial Services
Experience
Infrastructure Capital Management, LLC May 2012 - Present
BMO Capital Markets May 2005 - February 2012
CIBC World Markets January 1998 - April 2005
Salomon Brothers July 1995 - January 1998
Morgan Stanley April 1985 - February 1992
Willkie Farr & Gallagher LLP September 1981 - April 1985
Skills
Capital Markets, Investment Banking, Equities, Private Placements, Private Equity, Valuation, IPO, Hedge Funds, Corporate Finance, Financial Modeling, Financial Structuring, Equity Capital Markets
Education
Fordham University School of Law 1978 — 1981
J.D., Law
University of Pennsylvania - The Wharton School 1974 — 1978
B.S., Finance
Infrastructure Capital Management, LLC May 2012 - Present
BMO Capital Markets May 2005 - February 2012
CIBC World Markets January 1998 - April 2005
Salomon Brothers July 1995 - January 1998
Morgan Stanley April 1985 - February 1992
Willkie Farr & Gallagher LLP September 1981 - April 1985
Skills
Capital Markets, Investment Banking, Equities, Private Placements, Private Equity, Valuation, IPO, Hedge Funds, Corporate Finance, Financial Modeling, Financial Structuring, Equity Capital Markets
Education
Fordham University School of Law 1978 — 1981
J.D., Law
University of Pennsylvania - The Wharton School 1974 — 1978
B.S., Finance
Frederic Poisson's CIBC World Markets Experience 2006 - 2008
Job Corporate Finance Division Bank of Montreal
Industry Banking
Experience
Bank of Montreal July 2010 - Present
Bank of Montreal February 2008 - July 2010
CIBC World Markets 2006 - 2008
CIBC 2002 - 2006
Skills
Commercial Banking, Corporate Finance, Credit Analysis, Investments, Financial Analysis, Credit Risk, Sales, Manage Client..., Crédit, Modélisation financière, Banque commerciale, Analyse financière, Finance d'entreprise, Investissements
Education
CFA Institute 2002 — 2005
CFA Charter
Université de Montréal - HEC Montréal 1998 — 2002
Bachelor of Business Administration (BBA), Applied Economics & Finance
College Jean-de-Brebeuf 1991 — 1998
Bank of Montreal July 2010 - Present
Bank of Montreal February 2008 - July 2010
CIBC World Markets 2006 - 2008
CIBC 2002 - 2006
Skills
Commercial Banking, Corporate Finance, Credit Analysis, Investments, Financial Analysis, Credit Risk, Sales, Manage Client..., Crédit, Modélisation financière, Banque commerciale, Analyse financière, Finance d'entreprise, Investissements
Education
CFA Institute 2002 — 2005
CFA Charter
Université de Montréal - HEC Montréal 1998 — 2002
Bachelor of Business Administration (BBA), Applied Economics & Finance
College Jean-de-Brebeuf 1991 — 1998
Tim Batler Tim Batler's CIBC World Markets Experience 1990 - 2000
Job Senior Managing Director at State Street
Industry Banking
Experience
State Street Bank June 2002 - Present
CIBC World Markets 1990 - 2000
Marine Midland Bank 1981 - 1990
Skills
Equities, Debt, Financial Structuring, Valuation, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
State Street Bank June 2002 - Present
CIBC World Markets 1990 - 2000
Marine Midland Bank 1981 - 1990
Skills
Equities, Debt, Financial Structuring, Valuation, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Frederic Letourneau Frederic Letourneau's CIBC World Markets Experience May 2015 - Present
Job Senior Director Options Trading / Directeur senior produits dérivés chez Cambridge Mercantile
Industry Banking
Experience
CIBC World Markets May 2015 - Present
Cambridge Mercantile February 2014 - April 2015
Banque Laurentienne November 2008 - February 2014
Skills
Banking, Commercial Banking, Retail Banking, Derivatives, Market Risk, Corporate Finance, Interest Rate..., Interest Rate Swaps
Education
HEC Montréal 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Université de Montréal / University of Montreal 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
CIBC World Markets May 2015 - Present
Cambridge Mercantile February 2014 - April 2015
Banque Laurentienne November 2008 - February 2014
Skills
Banking, Commercial Banking, Retail Banking, Derivatives, Market Risk, Corporate Finance, Interest Rate..., Interest Rate Swaps
Education
HEC Montréal 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Université de Montréal / University of Montreal 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Peter Leibman Peter Leibman's CIBC World Markets Experience 1999 - 2004
Job at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group June 2009 - Present
db zwirn February 2004 - May 2009
CIBC World Markets 1999 - 2004
Sanwa Bank June 1996 - September 1998
BHF Bank 1996 - 1998
Skills
Capital Markets, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Structuring, Alternative Investments, Equities, Hedge Funds, Investments, Asset Management, Leveraged Finance, Due Diligence, Fixed Income, Structured Finance
Education
Fordham Gabelli School of Business 1997 — 2000
mba, business
Franklin & Marshall College 1989 — 1993
Fortress Investment Group June 2009 - Present
db zwirn February 2004 - May 2009
CIBC World Markets 1999 - 2004
Sanwa Bank June 1996 - September 1998
BHF Bank 1996 - 1998
Skills
Capital Markets, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Structuring, Alternative Investments, Equities, Hedge Funds, Investments, Asset Management, Leveraged Finance, Due Diligence, Fixed Income, Structured Finance
Education
Fordham Gabelli School of Business 1997 — 2000
mba, business
Franklin & Marshall College 1989 — 1993
Jennifer Gay Jennifer Gay's CIBC World Markets Experience October 2006 - March 2014
Job Senior Analyst
Industry Financial Services
Experience
Citco Fund Services March 2014 - Present
CIBC World Markets October 2006 - March 2014
Weill Cornell Medical College January 2006 - September 2006
BISYS Private Equity Services March 2003 - December 2005
Skills
Access, Bloomberg, Financial Modeling, Fixed Income, Securities, Trading, Finance, Account Reconciliation
Education
Fordham University 2002 — 2005
Bachelor of Science, Finance; minor in Accounting
Citco Fund Services March 2014 - Present
CIBC World Markets October 2006 - March 2014
Weill Cornell Medical College January 2006 - September 2006
BISYS Private Equity Services March 2003 - December 2005
Skills
Access, Bloomberg, Financial Modeling, Fixed Income, Securities, Trading, Finance, Account Reconciliation
Education
Fordham University 2002 — 2005
Bachelor of Science, Finance; minor in Accounting
David Benyaminy's CIBC World Markets Experience 1997 - 2001
Job Board Member at Blue Star Media, LLC
Industry Investment Management
Experience
AUA Private Equity Partners, LLC August 2009 - Present
Blue Star Media, LLC June 2014 - Present
Associated Supermarkets December 2012 - Present
Columbus Nova February 2007 - August 2009
Trimaran Capital Partners September 2001 - February 2007
CIBC World Markets 1997 - 2001
The Chase Manhattan Bank 1995 - 1997
Education
Hofstra University
MBA, Finance
Hofstra University 1989 — 1993
BA, Finance
AUA Private Equity Partners, LLC August 2009 - Present
Blue Star Media, LLC June 2014 - Present
Associated Supermarkets December 2012 - Present
Columbus Nova February 2007 - August 2009
Trimaran Capital Partners September 2001 - February 2007
CIBC World Markets 1997 - 2001
The Chase Manhattan Bank 1995 - 1997
Education
Hofstra University
MBA, Finance
Hofstra University 1989 — 1993
BA, Finance
Angela Queen's CIBC World Markets Experience January 2000 - January 2001
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2015 - Present
Deutsche Bank March 2004 - February 2015
NASD February 2001 - February 2004
CIBC World Markets January 2000 - January 2001
Scott & Stringfellow January 1998 - December 1999
Smith Barney 1997 - 1997
Skills
Hedge Funds, AML, Investment Banking, Capital Markets, FINRA, Securities, KYC, Series 7, Securities Regulation, Prime Brokerage
Education
George Mason University 1994 — 2004
MBA, Finance
George Mason University - School of Management 1994 — 2004
MBA, Finance
Deutsche Bank March 2015 - Present
Deutsche Bank March 2004 - February 2015
NASD February 2001 - February 2004
CIBC World Markets January 2000 - January 2001
Scott & Stringfellow January 1998 - December 1999
Smith Barney 1997 - 1997
Skills
Hedge Funds, AML, Investment Banking, Capital Markets, FINRA, Securities, KYC, Series 7, Securities Regulation, Prime Brokerage
Education
George Mason University 1994 — 2004
MBA, Finance
George Mason University - School of Management 1994 — 2004
MBA, Finance
Raymond Dela Paz Raymond Dela Paz's CIBC World Markets Experience September 2010 - April 2011
Job Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2014 - Present
Right Angle Consultants Inc. January 2008 - January 2015
RBC Wealth Management June 2012 - April 2014
RBC Wealth Management May 2011 - June 2012
CIBC World Markets September 2010 - April 2011
RBC Capital Markets September 2009 - September 2010
RBC Capital Markets February 2008 - August 2009
ScotiaMcLeod June 2005 - February 2008
TrainingFolks June 2004 - June 2005
RBC Dominion Securities July 1998 - May 2004
Skills
Wealth Management, Capital Markets, Financial Analysis, Business Analysis, AML, Asset Managment, Back Office, Business Process, CRM, Equities, Financial Risk, Financial Services, Investments, Management Consulting, Portfolio Management, Project Management, SDLC, Securities, Strategy, Trading Systems
Education
George Brown College 1993 — 1995
Business Administration, Marketing and Investment Sales
RBC Wealth Management May 2014 - Present
Right Angle Consultants Inc. January 2008 - January 2015
RBC Wealth Management June 2012 - April 2014
RBC Wealth Management May 2011 - June 2012
CIBC World Markets September 2010 - April 2011
RBC Capital Markets September 2009 - September 2010
RBC Capital Markets February 2008 - August 2009
ScotiaMcLeod June 2005 - February 2008
TrainingFolks June 2004 - June 2005
RBC Dominion Securities July 1998 - May 2004
Skills
Wealth Management, Capital Markets, Financial Analysis, Business Analysis, AML, Asset Managment, Back Office, Business Process, CRM, Equities, Financial Risk, Financial Services, Investments, Management Consulting, Portfolio Management, Project Management, SDLC, Securities, Strategy, Trading Systems
Education
George Brown College 1993 — 1995
Business Administration, Marketing and Investment Sales
Alexander Gress Alexander Gress's CIBC World Markets Experience May 1998 - August 2001
Job Treasurer at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank September 2013 - Present
J.E.N. Advisory Inc. September 2008 - September 2013
Lehman Brothers April 2007 - September 2008
Wachovia Securities Financial Network June 2005 - April 2007
JPMorgan Chase & Co. August 2001 - June 2005
CIBC World Markets May 1998 - August 2001
PricewaterhouseCoopers September 1995 - May 1998
Skills
Banking, Finance, Financial Analysis, Risk Management, Capital Markets
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Accounting
First Niagara Bank September 2013 - Present
J.E.N. Advisory Inc. September 2008 - September 2013
Lehman Brothers April 2007 - September 2008
Wachovia Securities Financial Network June 2005 - April 2007
JPMorgan Chase & Co. August 2001 - June 2005
CIBC World Markets May 1998 - August 2001
PricewaterhouseCoopers September 1995 - May 1998
Skills
Banking, Finance, Financial Analysis, Risk Management, Capital Markets
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Cecile Noziere Cecile Noziere's CIBC World Markets Experience 2004 - 2006
Job Head of Atlanta office at Jade Associates
Industry Investment Banking
Experience
Global Finance Expertise December 2007 - Present
Jade Associates February 2014 - Present
Afges September 2009 - Present
Mazars 2006 - 2007
CIBC World Markets 2004 - 2006
Crédit Agricole CIB (formely Credit Lyonnais) 1999 - 2003
Credit Lyonnais 1993 - 1995
Ernst & Young 1990 - 1993
Saint-Gobain 1988 - 1990
BNP Paribas 1986 - 1988
Skills
Fixed Income, Capital Markets, Derivatives, Finance, Banking, Equities, Financial Risk, Portfolio Management, Management, Market Risk, Credit Risk, Trading, Middle Office, Basel II, Valuation
Education
Certified Public Accountant Massachusetts USA 2000 — 2001
Expert Comptable France 1992 — 1992
Diplome d'expertise comptable (DEC)
HEC Paris 1983 — 1986
Finance
Global Finance Expertise December 2007 - Present
Jade Associates February 2014 - Present
Afges September 2009 - Present
Mazars 2006 - 2007
CIBC World Markets 2004 - 2006
Crédit Agricole CIB (formely Credit Lyonnais) 1999 - 2003
Credit Lyonnais 1993 - 1995
Ernst & Young 1990 - 1993
Saint-Gobain 1988 - 1990
BNP Paribas 1986 - 1988
Skills
Fixed Income, Capital Markets, Derivatives, Finance, Banking, Equities, Financial Risk, Portfolio Management, Management, Market Risk, Credit Risk, Trading, Middle Office, Basel II, Valuation
Education
Certified Public Accountant Massachusetts USA 2000 — 2001
Expert Comptable France 1992 — 1992
Diplome d'expertise comptable (DEC)
HEC Paris 1983 — 1986
Finance
Benjamin Nicholson Benjamin Nicholson's CIBC World Markets Experience August 2010 - February 2013
Job Investment Associate at Teachers' Private Capital
Industry Venture Capital & Private Equity
Experience
Teachers' Private Capital March 2014 - Present
BMO Capital Markets March 2013 - March 2014
CIBC World Markets August 2010 - February 2013
Full Cycle Energy Investment Management June 2009 - August 2009
College Pro Painters January 2007 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Mergers, Hedge Funds, M&A experience, Mergers & Acquisitions, Strategy
Education
Queen's University 2006 — 2010
Commerce, Finance, General
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Commerce, Finance, General
Teachers' Private Capital March 2014 - Present
BMO Capital Markets March 2013 - March 2014
CIBC World Markets August 2010 - February 2013
Full Cycle Energy Investment Management June 2009 - August 2009
College Pro Painters January 2007 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Mergers, Hedge Funds, M&A experience, Mergers & Acquisitions, Strategy
Education
Queen's University 2006 — 2010
Commerce, Finance, General
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Commerce, Finance, General
KellyAnn Pavao KellyAnn Pavao's CIBC World Markets Experience August 2015 - Present
Job Executive Assistant CIBC
Industry Financial Services
Experience
CIBC World Markets August 2015 - Present
IC Savings- ICMBS July 2013 - July 2015
Invis and Mortgage Intelligence 2012 - 2013
Invis/Mortgage Intelligence 2007 - 2013
National Mechanical 2006 - 2007
TD Bank Group 2003 - 2006
Skills
Financial Analysis, Executive..., Event Planning, Corporate Events, Accounts Payable, Customer Service, Microsoft Office, Calendar Planning, QuickBooks, Financial Reporting, Accounting, Finance, Credit, Banking, Accounts Receivable, Refinance
Education
Sheridan College 2002 — 2005
Humber College
CIBC World Markets August 2015 - Present
IC Savings- ICMBS July 2013 - July 2015
Invis and Mortgage Intelligence 2012 - 2013
Invis/Mortgage Intelligence 2007 - 2013
National Mechanical 2006 - 2007
TD Bank Group 2003 - 2006
Skills
Financial Analysis, Executive..., Event Planning, Corporate Events, Accounts Payable, Customer Service, Microsoft Office, Calendar Planning, QuickBooks, Financial Reporting, Accounting, Finance, Credit, Banking, Accounts Receivable, Refinance
Education
Sheridan College 2002 — 2005
Humber College
John J. (JJ) McGirl John J. (JJ) McGirl's CIBC World Markets Experience September 2005 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
Viking Management Consulting January 2011 - Present
GRP Financial Services May 2008 - September 2009
CIBC World Markets September 2005 - April 2007
CIBC World Markets October 2000 - September 2005
Citigroup, Salomon Smith Barney September 1999 - September 2000
Skills
Bloomberg, Financial Analysis, Business Development, Real Estate Finance, Credit Analysis, Fixed Income, Analytics, Asset Managment, Series 7, Business, Business Analysis, Collaborative Problem..., Client Service Oriented, Communication Skills, Creativity, Customer Service, Emotional Intelligence, Financial Planning, Energy, Entrepreneurship, Investments, Investment Strategies, Leadership, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Modeling, Personal Responsibility, Positivity, PowerPoint, Problem Solving, Pricing, Relationship Management, Teamwork, Visual Basic, Project Management
Education
NYU
Bachelor of Science (BS), Real Estate Finance
Franklin & Marshall College
Business Administration and Management, General
Viking Management Consulting January 2011 - Present
GRP Financial Services May 2008 - September 2009
CIBC World Markets September 2005 - April 2007
CIBC World Markets October 2000 - September 2005
Citigroup, Salomon Smith Barney September 1999 - September 2000
Skills
Bloomberg, Financial Analysis, Business Development, Real Estate Finance, Credit Analysis, Fixed Income, Analytics, Asset Managment, Series 7, Business, Business Analysis, Collaborative Problem..., Client Service Oriented, Communication Skills, Creativity, Customer Service, Emotional Intelligence, Financial Planning, Energy, Entrepreneurship, Investments, Investment Strategies, Leadership, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Modeling, Personal Responsibility, Positivity, PowerPoint, Problem Solving, Pricing, Relationship Management, Teamwork, Visual Basic, Project Management
Education
NYU
Bachelor of Science (BS), Real Estate Finance
Franklin & Marshall College
Business Administration and Management, General
Sean Crowley's CIBC World Markets Experience March 2006 - May 2007
Job Branch Manager & Loan Officer at CMG Financial
Industry Financial Services
Experience
CMG Financial October 2012 - Present
Wells Fargo Securities (Wachovia Securities) June 2007 - September 2012
CIBC World Markets March 2006 - May 2007
J.P. Morgan Securities July 2004 - February 2006
SG Cowen June 2003 - August 2003
Capgemini Ernst & Young LLC January 1999 - June 2002
The Walt Disney Company January 1995 - December 1997
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA Financing, Valuation, Corporate Finance, Financial Modeling, Investment Banking, LBO, Structured Finance, Private Placements, Debt Restructuring, Business Planning, Due Diligence, Real Estate, Equity Capital Markets, Series 7, High Yield, Credit Analysis, Acquisitions, IPO, Strategic Planning, Negotiation, Real Estate Financing, Management Consulting, Series 63, M&A execution, Cash Flow Forecasting, Strategic Partnerships, Mezzanine, M&A Modeling, Capital Markets Advisory, Development Financing, Casino Gaming, Indian Gaming, Online Casino, Lodging, Competitive Analysis, Mergers, Financial Sponsors, Revolving Lines of..., Term Loan, High Grade, Statistical Modeling, Casino, Entertainment Industry, Industrial Engineering, SEC filings
Education
Anderson School at UCLA 2002 — 2004
Master of Business Administration (MBA), Finance, General
Georgia Institute of Technology 1993 — 1998
Bachelor's degree, Industrial Engineering
Good Counsel High School - Maryland 1989 — 1993
CMG Financial October 2012 - Present
Wells Fargo Securities (Wachovia Securities) June 2007 - September 2012
CIBC World Markets March 2006 - May 2007
J.P. Morgan Securities July 2004 - February 2006
SG Cowen June 2003 - August 2003
Capgemini Ernst & Young LLC January 1999 - June 2002
The Walt Disney Company January 1995 - December 1997
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA Financing, Valuation, Corporate Finance, Financial Modeling, Investment Banking, LBO, Structured Finance, Private Placements, Debt Restructuring, Business Planning, Due Diligence, Real Estate, Equity Capital Markets, Series 7, High Yield, Credit Analysis, Acquisitions, IPO, Strategic Planning, Negotiation, Real Estate Financing, Management Consulting, Series 63, M&A execution, Cash Flow Forecasting, Strategic Partnerships, Mezzanine, M&A Modeling, Capital Markets Advisory, Development Financing, Casino Gaming, Indian Gaming, Online Casino, Lodging, Competitive Analysis, Mergers, Financial Sponsors, Revolving Lines of..., Term Loan, High Grade, Statistical Modeling, Casino, Entertainment Industry, Industrial Engineering, SEC filings
Education
Anderson School at UCLA 2002 — 2004
Master of Business Administration (MBA), Finance, General
Georgia Institute of Technology 1993 — 1998
Bachelor's degree, Industrial Engineering
Good Counsel High School - Maryland 1989 — 1993
Janis Todd's CIBC World Markets Experience April 2013 - July 2013
Job Administrative Assistant at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank July 2014 - Present
The Hospital for Sick Children August 2013 - June 2014
CIBC World Markets April 2013 - July 2013
Ontario Medical Association March 2013 - March 2013
Crosslink Technology Inc February 2011 - July 2012
Novadaq Technologies Inc. 2005 - 2009
Maple Leaf Medical Clinic December 2002 - June 2004
Dr. P. Pariser & Dr. T. Chernin December 2001 - December 2002
Transition Technologies, Inc. January 2001 - December 2001
Bank of America May 2000 - December 2000
Skills
Accounts Payable, Microsoft Excel, Outlook, Travel Arrangements, Software Documentation, Customer Service, Administrative..., PowerPoint, Office Administration, Microsoft Word, Calendaring, Microsoft Office, Spreadsheets, Expense Reports, Fax, Photocopier, Research, Accounts Receivable, Telephone Skills, Invoicing, Calendars, Concur, Office Management, Time Management, Confidentiality, Data Entry, QuickBooks, Filing, Human Resources, PeopleSoft, Office Equipment
Education
Humber College
Langside College
N.N.E.B., Early Childhood Education and Teaching
Scotiabank July 2014 - Present
The Hospital for Sick Children August 2013 - June 2014
CIBC World Markets April 2013 - July 2013
Ontario Medical Association March 2013 - March 2013
Crosslink Technology Inc February 2011 - July 2012
Novadaq Technologies Inc. 2005 - 2009
Maple Leaf Medical Clinic December 2002 - June 2004
Dr. P. Pariser & Dr. T. Chernin December 2001 - December 2002
Transition Technologies, Inc. January 2001 - December 2001
Bank of America May 2000 - December 2000
Skills
Accounts Payable, Microsoft Excel, Outlook, Travel Arrangements, Software Documentation, Customer Service, Administrative..., PowerPoint, Office Administration, Microsoft Word, Calendaring, Microsoft Office, Spreadsheets, Expense Reports, Fax, Photocopier, Research, Accounts Receivable, Telephone Skills, Invoicing, Calendars, Concur, Office Management, Time Management, Confidentiality, Data Entry, QuickBooks, Filing, Human Resources, PeopleSoft, Office Equipment
Education
Humber College
Langside College
N.N.E.B., Early Childhood Education and Teaching
David Berman David Berman's CIBC World Markets Experience 1997 - 2004
Job Senior Managing Director Head of Gaming, Lodging & Leisure Group at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital May 2011 - Present
REGAL Capital Advisors February 2009 - May 2011
Credit Suisse April 2006 - January 2009
CIBC World Markets 1997 - 2004
Skills
Gaming, Lodging, Real Estate, Casino, Capital
Education
Harvard Business School 1991 — 1993
MBA
University of Southern California 1982 — 1986
BS, Business Administration - Finance
Macquarie Capital May 2011 - Present
REGAL Capital Advisors February 2009 - May 2011
Credit Suisse April 2006 - January 2009
CIBC World Markets 1997 - 2004
Skills
Gaming, Lodging, Real Estate, Casino, Capital
Education
Harvard Business School 1991 — 1993
MBA
University of Southern California 1982 — 1986
BS, Business Administration - Finance
Laura Cumming Laura Cumming's CIBC World Markets Experience November 1992 - July 1998
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase November 2006 - Present
JPMorgan Chase August 1998 - July 2003
CIBC World Markets November 1992 - July 1998
Chemical Bank 1985 - 1992
Skills
Capital Markets, Credit Risk, Risk Management, Credit, Corporate Finance, Country risk, Fixed Income, Financial Risk, Country Risk Analysis
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BA, English
JPMorgan Chase November 2006 - Present
JPMorgan Chase August 1998 - July 2003
CIBC World Markets November 1992 - July 1998
Chemical Bank 1985 - 1992
Skills
Capital Markets, Credit Risk, Risk Management, Credit, Corporate Finance, Country risk, Fixed Income, Financial Risk, Country Risk Analysis
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BA, English
Damon Conway's CIBC World Markets Experience August 2005 - December 2006
Job Vice President at Mill Road Capital
Industry Investment Management
Experience
Mill Road Capital August 2014 - Present
Mill Road Capital January 2013 - August 2014
Mill Road Capital June 2012 - December 2012
Archer Capital Management June 2011 - July 2011
Onex Corporation January 2007 - December 2009
CIBC World Markets August 2005 - December 2006
CIBC World Markets May 2004 - August 2004
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.), Distinction
Queen's University 2001 — 2005
Bachelor of Commerce (Honors), First Class
Mill Road Capital August 2014 - Present
Mill Road Capital January 2013 - August 2014
Mill Road Capital June 2012 - December 2012
Archer Capital Management June 2011 - July 2011
Onex Corporation January 2007 - December 2009
CIBC World Markets August 2005 - December 2006
CIBC World Markets May 2004 - August 2004
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.), Distinction
Queen's University 2001 — 2005
Bachelor of Commerce (Honors), First Class
Glenn B. Eckert, CFA Glenn B. Eckert, CFA's CIBC World Markets Experience January 1993 - November 1996
Job Senior Vice President, Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service November 2000 - Present
Bank of Tokyo-Mitsubishi December 1996 - November 2000
CIBC World Markets January 1993 - November 1996
Signet Bank May 1989 - November 1992
EMC September 1984 - May 1989
Skills
Investments, Portfolio Management, Analysis, Market Research, Fixed Income, Financial Modeling, Leadership, Capital Markets, Valuation
Education
George Mason University - School of Business 1985 — 1992
George Mason University 1985 — 1991
BS & MBA, Finance
Moody's Investors Service November 2000 - Present
Bank of Tokyo-Mitsubishi December 1996 - November 2000
CIBC World Markets January 1993 - November 1996
Signet Bank May 1989 - November 1992
EMC September 1984 - May 1989
Skills
Investments, Portfolio Management, Analysis, Market Research, Fixed Income, Financial Modeling, Leadership, Capital Markets, Valuation
Education
George Mason University - School of Business 1985 — 1992
George Mason University 1985 — 1991
BS & MBA, Finance
Dheeraj Thakur Dheeraj Thakur's CIBC World Markets Experience 2001 - 2003
Job Vice President at Citi
Industry Investment Banking
Experience
Citi February 2012 - Present
UBS Wealth Management November 2010 - November 2011
Barclays Capital (formerly Lehman Brothers) June 2008 - November 2010
Citigroup 2007 - 2008
JPMorgan Chase January 2006 - April 2007
Citigroup July 2003 - December 2005
CIBC World Markets 2001 - 2003
AIG 2000 - 2001
Computer Associates TCG Software 1999 - 2000
Continental Informatics India Limited 1997 - 1999
Skills
TIBCO iProcess, JMS, XML, Java, Hibernate, Autosys, Servlets, Spring, JSP, Struts, TIBCO Business Studio, Tibco AMX BPM, TIBCO EMS, TIBCO BusinessWorks, SOA, Software Project..., SDLC, BPMN, Software Architectural..., TIBCO, Middleware, Enterprise Architecture, Solution Architecture, Application Architecture, EAI, Project Management
Education
Gulbarga University 1992 — 1996
B.E
Viswa Shanti College 1990 — 1992
Class 11 & 12
St John's Church High School 1981 — 1990
Citi February 2012 - Present
UBS Wealth Management November 2010 - November 2011
Barclays Capital (formerly Lehman Brothers) June 2008 - November 2010
Citigroup 2007 - 2008
JPMorgan Chase January 2006 - April 2007
Citigroup July 2003 - December 2005
CIBC World Markets 2001 - 2003
AIG 2000 - 2001
Computer Associates TCG Software 1999 - 2000
Continental Informatics India Limited 1997 - 1999
Skills
TIBCO iProcess, JMS, XML, Java, Hibernate, Autosys, Servlets, Spring, JSP, Struts, TIBCO Business Studio, Tibco AMX BPM, TIBCO EMS, TIBCO BusinessWorks, SOA, Software Project..., SDLC, BPMN, Software Architectural..., TIBCO, Middleware, Enterprise Architecture, Solution Architecture, Application Architecture, EAI, Project Management
Education
Gulbarga University 1992 — 1996
B.E
Viswa Shanti College 1990 — 1992
Class 11 & 12
St John's Church High School 1981 — 1990
Gabriel C. Kim Gabriel C. Kim's CIBC World Markets Experience June 2013 - Present
Job Real Estate Finance & Securitization at CIBC World Markets
Industry Banking
Experience
CIBC World Markets June 2013 - Present
CIBC World Markets July 2012 - July 2013
CIBC World Markets June 2010 - June 2012
Osprey Capital Partners June 2009 - September 2009
Société Générale Corporate and Investment Banking May 2008 - August 2008
Société Générale Corporate and Investment Banking May 2007 - August 2007
Skills
Syndications, Investment Banking, Structured Products, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equities, Corporate Finance, Fixed Income, Financial Analysis, Derivatives, Finance, Investments, Securitization
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
Honors Business Administration, Finance
HEC Paris
CIBC World Markets June 2013 - Present
CIBC World Markets July 2012 - July 2013
CIBC World Markets June 2010 - June 2012
Osprey Capital Partners June 2009 - September 2009
Société Générale Corporate and Investment Banking May 2008 - August 2008
Société Générale Corporate and Investment Banking May 2007 - August 2007
Skills
Syndications, Investment Banking, Structured Products, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equities, Corporate Finance, Fixed Income, Financial Analysis, Derivatives, Finance, Investments, Securitization
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
Honors Business Administration, Finance
HEC Paris
Robb Ainley's CIBC World Markets Experience July 2012 - April 2013
Job Freelance Writer/Blogger at Storyline Media Group
Industry Writing and Editing
Experience
Storyline Media Group July 2014 - Present
SLG Photography July 2014 - Present
My Three Angels Pictures Inc. August 2014 - Present
Canaccord Genuity Inc. June 2014 - August 2015
Dundee Securities April 2013 - June 2014
CIBC World Markets July 2012 - April 2013
Various January 1988 - December 2007
Skills
Relationship Management, Creative Writing, Proposal Writing, Personal Coaching, Fine Art Photography, Landscape Photography, Grant Writing, Portrait Photography, Report Writing, Customer/Client Services, Research/Investigation, Analysis, Project Management, Business Relationship..., Information/Documentatio..., Business Management..., Risk Management, Training, Fundraising, Financial Services, Financial Modeling, Financial Risk, Capital Markets, Securities, Budgets, Customer Service, Strategic Planning, Leadership, Business Planning, Social Networking, Strategy, Cigars/Pipes, Management, Finance, Portfolio Management, Equities, Investments, Banking, Poetry, Sales, Marketing, Marketing Strategy, Social Media Marketing
Education
George Brown College 1997 — 1998
Associate's degree, Business Administration and Management, General
George Brown College 1997 — 1997
Associate's Degree, Business Management/Management Studies
Various Education Information
Storyline Media Group July 2014 - Present
SLG Photography July 2014 - Present
My Three Angels Pictures Inc. August 2014 - Present
Canaccord Genuity Inc. June 2014 - August 2015
Dundee Securities April 2013 - June 2014
CIBC World Markets July 2012 - April 2013
Various January 1988 - December 2007
Skills
Relationship Management, Creative Writing, Proposal Writing, Personal Coaching, Fine Art Photography, Landscape Photography, Grant Writing, Portrait Photography, Report Writing, Customer/Client Services, Research/Investigation, Analysis, Project Management, Business Relationship..., Information/Documentatio..., Business Management..., Risk Management, Training, Fundraising, Financial Services, Financial Modeling, Financial Risk, Capital Markets, Securities, Budgets, Customer Service, Strategic Planning, Leadership, Business Planning, Social Networking, Strategy, Cigars/Pipes, Management, Finance, Portfolio Management, Equities, Investments, Banking, Poetry, Sales, Marketing, Marketing Strategy, Social Media Marketing
Education
George Brown College 1997 — 1998
Associate's degree, Business Administration and Management, General
George Brown College 1997 — 1997
Associate's Degree, Business Management/Management Studies
Various Education Information
Asma Molana's CIBC World Markets Experience August 2014 - Present
Job Executive Assistant
Industry Investment Banking
Experience
CIBC World Markets August 2014 - Present
TD Bank June 2012 - April 2014
TD Insurance June 2009 - June 2012
TD Insurance June 2008 - June 2009
Skills
Outlook, Customer Service, Microsoft Office, Microsoft Excel, Insurance, Microsoft Word, PowerPoint, Administrative..., Lotus Notes, Event Planning, Office Management, Travel Arrangements
Education
George Brown College 2006 — 2008
Office Administration Diploma (Medical)
CIBC World Markets August 2014 - Present
TD Bank June 2012 - April 2014
TD Insurance June 2009 - June 2012
TD Insurance June 2008 - June 2009
Skills
Outlook, Customer Service, Microsoft Office, Microsoft Excel, Insurance, Microsoft Word, PowerPoint, Administrative..., Lotus Notes, Event Planning, Office Management, Travel Arrangements
Education
George Brown College 2006 — 2008
Office Administration Diploma (Medical)
Jayson Schmitt Jayson Schmitt's CIBC World Markets Experience 2006 - 2007
Job Portfolio Specialist
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
Nomura Securities June 2011 - Present
RBC Capital Markets 2009 - June 2011
Oppenheimer & Co. 2007 - 2008
CIBC World Markets 2006 - 2007
Bear Stearns 2005 - 2006
PricewaterhouseCoopers 2003 - 2005
Skills
Financial Modeling, Equity Research, Equities, Valuation, Financial Analysis, Investments, Bloomberg, Asset Managment, Capital Markets
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science in Accountancy, Accounting, Finance, Asian Arts
Fudan University 2002 — 2002
Summer Study, Mandarin Chinese and Chinese History
Universitat de Barcelona 2001 — 2001
Summer Study, Intermediate Spanish
J.P. Morgan July 2015 - Present
Nomura Securities June 2011 - Present
RBC Capital Markets 2009 - June 2011
Oppenheimer & Co. 2007 - 2008
CIBC World Markets 2006 - 2007
Bear Stearns 2005 - 2006
PricewaterhouseCoopers 2003 - 2005
Skills
Financial Modeling, Equity Research, Equities, Valuation, Financial Analysis, Investments, Bloomberg, Asset Managment, Capital Markets
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science in Accountancy, Accounting, Finance, Asian Arts
Fudan University 2002 — 2002
Summer Study, Mandarin Chinese and Chinese History
Universitat de Barcelona 2001 — 2001
Summer Study, Intermediate Spanish
Rachel DaSilva Rachel DaSilva's CIBC World Markets Experience September 2003 - April 2004
Job Vice President, Citi
Industry Information Technology and Services
Experience
Citi May 2014 - Present
NextEra Energy Resources November 2012 - March 2014
Florida Power & Light February 2011 - November 2012
Bluegreen Corporation March 2008 - February 2011
Lehman Brothers May 2006 - March 2008
Lehman Brothers June 2004 - May 2006
CIBC World Markets September 2003 - April 2004
Skills
Software Asset..., Software Procurement, Software License..., Vendor Management, Contract Management, Process Improvement, Strategic Sourcing, SharePoint, IT Procurement, Legal Aspects, Access, Project Management, Procurement, Business Analysis, Leadership, Budgets, Business Process..., IT Compliance, Business Process, Analysis, SDLC, Management, Program Management, Risk Management
Education
Hofstra University School of Law 1994 — 1997
J.D.
Harvard University 1989 — 1993
B.A., cum Laude
Citi May 2014 - Present
NextEra Energy Resources November 2012 - March 2014
Florida Power & Light February 2011 - November 2012
Bluegreen Corporation March 2008 - February 2011
Lehman Brothers May 2006 - March 2008
Lehman Brothers June 2004 - May 2006
CIBC World Markets September 2003 - April 2004
Skills
Software Asset..., Software Procurement, Software License..., Vendor Management, Contract Management, Process Improvement, Strategic Sourcing, SharePoint, IT Procurement, Legal Aspects, Access, Project Management, Procurement, Business Analysis, Leadership, Budgets, Business Process..., IT Compliance, Business Process, Analysis, SDLC, Management, Program Management, Risk Management
Education
Hofstra University School of Law 1994 — 1997
J.D.
Harvard University 1989 — 1993
B.A., cum Laude
Seb Cervinka, CFA Seb Cervinka, CFA's CIBC World Markets Experience May 2006 - August 2006
Job Private Debt Investor
Industry Investment Management
Experience
Prospect Capital Management September 2008 - Present
Credit Suisse July 2007 - June 2008
CIBC World Markets May 2006 - August 2006
CAE Inc December 2000 - May 2005
GE Medical Systems June 1999 - December 2000
Air Liquide June 1997 - June 1999
Skills
Private Equity, Mezzanine, Manufacturing, Industrial Sector, Business Services
Education
Harvard Business School 2005 — 2007
MBA, Finance
McGill University 1995 — 1999
B. Eng, Mechanical Engineering
Prospect Capital Management September 2008 - Present
Credit Suisse July 2007 - June 2008
CIBC World Markets May 2006 - August 2006
CAE Inc December 2000 - May 2005
GE Medical Systems June 1999 - December 2000
Air Liquide June 1997 - June 1999
Skills
Private Equity, Mezzanine, Manufacturing, Industrial Sector, Business Services
Education
Harvard Business School 2005 — 2007
MBA, Finance
McGill University 1995 — 1999
B. Eng, Mechanical Engineering
Rizwan Raza, CPA, CGA, ACCA's CIBC World Markets Experience June 2013 - September 2013
Job Specialist/Associate Derivatives Accounting Middle Office Product Control at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2013 - Present
CIBC World Markets June 2013 - September 2013
CIBC World Markets September 2011 - June 2013
CIBC World Markets March 2008 - September 2011
CIBC World Markets May 2005 - March 2008
Skills
Financial Modeling, Capital Markets, VBA, Derivatives, Financial Analysis, Financial Management, Financial Reporting, Financial Accounting, Private Equity, Managerial Finance
Education
American International College, Pakistan 2000 — 2001
MBA, Finance
University of the Punjab, Lahore 1997 — 1999
Masters, Economics
Government College University, Lahore 1994 — 1996
Bachelor of Science (B.Sc.), Business
BMO Financial Group September 2013 - Present
CIBC World Markets June 2013 - September 2013
CIBC World Markets September 2011 - June 2013
CIBC World Markets March 2008 - September 2011
CIBC World Markets May 2005 - March 2008
Skills
Financial Modeling, Capital Markets, VBA, Derivatives, Financial Analysis, Financial Management, Financial Reporting, Financial Accounting, Private Equity, Managerial Finance
Education
American International College, Pakistan 2000 — 2001
MBA, Finance
University of the Punjab, Lahore 1997 — 1999
Masters, Economics
Government College University, Lahore 1994 — 1996
Bachelor of Science (B.Sc.), Business
Leonard Harriott Leonard Harriott's CIBC World Markets Experience Winners' RepresentativeOLGSeptember 2009 - December 2009
Job General Office Clerk at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets Winners' RepresentativeOLGSeptember 2009 - December 2009
ManpowerGroup January 2009 - April 2009
Education
George Brown College 2008 — 2011
Small Business Entrepreneurship, Business
CIBC World Markets Winners' RepresentativeOLGSeptember 2009 - December 2009
ManpowerGroup January 2009 - April 2009
Education
George Brown College 2008 — 2011
Small Business Entrepreneurship, Business
Brian Thorne Brian Thorne's CIBC World Markets Experience September 2005 - November 2011
Job Support Admin at City of Toronto Public Health. Vaccine Preventable Diseases Program
Industry Public Relations and Communications
Experience
City of Toronto July 2013 - Present
CIBC World Markets September 2005 - November 2011
Rogers Communications November 2004 - September 2005
RBC December 2003 - April 2004
IBM Canada Ltd. October 2001 - April 2003
Bell July 2000 - September 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Sales, Software Documentation, Accounting, Troubleshooting, Healthcare Management, Healthcare, Call Centers, Time Management, Social Media, Team Leadership, Event Planning
Education
George Brown College 1997 — 1999
Business, Management, Marketing, and Related Support Services
City of Toronto July 2013 - Present
CIBC World Markets September 2005 - November 2011
Rogers Communications November 2004 - September 2005
RBC December 2003 - April 2004
IBM Canada Ltd. October 2001 - April 2003
Bell July 2000 - September 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Sales, Software Documentation, Accounting, Troubleshooting, Healthcare Management, Healthcare, Call Centers, Time Management, Social Media, Team Leadership, Event Planning
Education
George Brown College 1997 — 1999
Business, Management, Marketing, and Related Support Services
Dan Springer's CIBC World Markets Experience 2004 - 2007
Job Renewable Energy Advisor
Industry Renewables & Environment
Experience
Clinton Foundation 2009 - 2014
Centre Partners Management LLC 2007 - 2008
CIBC World Markets 2004 - 2007
Office of U.S. Senator Joe Biden 2003 - 2003
Skills
International..., Strategy, Policy Analysis, Financial Modeling, Sustainability, Management Consulting, Business Strategy, Renewable Energy, Strategic Planning, Analysis, Project Management, Nonprofits
Education
Harvard University 1999 — 2004
Bachelor of Arts (B.A.), History
Universidad de Granada 2003 — 2003
Clinton Foundation 2009 - 2014
Centre Partners Management LLC 2007 - 2008
CIBC World Markets 2004 - 2007
Office of U.S. Senator Joe Biden 2003 - 2003
Skills
International..., Strategy, Policy Analysis, Financial Modeling, Sustainability, Management Consulting, Business Strategy, Renewable Energy, Strategic Planning, Analysis, Project Management, Nonprofits
Education
Harvard University 1999 — 2004
Bachelor of Arts (B.A.), History
Universidad de Granada 2003 — 2003
Kate Gusin Kate Gusin's CIBC World Markets Experience July 2000 - October 2002
Job A corporate finance professional with over 15 years of Valuation, Forecasting and M&A experience
Industry Financial Services
Experience
Geller & Company September 2014 - June 2015
Thomson Reuters June 2009 - September 2014
Factset Research Systems September 2007 - August 2009
Pictet and Cie July 2006 - September 2006
Cerberus Capital Management March 2003 - August 2005
CIBC World Markets July 2000 - October 2002
Skills
Corporate Finance, Financial Analysis, Investment Banking, Investments, Valuation, Due Diligence, Finance, Emerging Markets, Mergers & Acquisitions, Strategy, M&A experience, Investor Relations, Forecasting, Analytics, Research, M&A due diligence, Strategic Planning, Corporate FP&A, Capital Budgeting, Capital Projects
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance and Economics
Georgetown University 1996 — 2000
MSB, Finance and International Business
Geller & Company September 2014 - June 2015
Thomson Reuters June 2009 - September 2014
Factset Research Systems September 2007 - August 2009
Pictet and Cie July 2006 - September 2006
Cerberus Capital Management March 2003 - August 2005
CIBC World Markets July 2000 - October 2002
Skills
Corporate Finance, Financial Analysis, Investment Banking, Investments, Valuation, Due Diligence, Finance, Emerging Markets, Mergers & Acquisitions, Strategy, M&A experience, Investor Relations, Forecasting, Analytics, Research, M&A due diligence, Strategic Planning, Corporate FP&A, Capital Budgeting, Capital Projects
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance and Economics
Georgetown University 1996 — 2000
MSB, Finance and International Business
Scott Vincent Scott Vincent's CIBC World Markets Experience April 2002 - August 2007
Job Managing Partner at Green River Asset Management
Industry Financial Services
Experience
Green River Asset Management 2008 - Present
Thomas Weisel Partners August 2007 - June 2010
CIBC World Markets April 2002 - August 2007
Deutsche Bank Alex Brown 1998 - 2002
Skills
Equities, Hedge Funds, Equity Research, Investments, Investment Management, Portfolio Management, Equity Valuation, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Valuation, Private Equity, Capital Markets, Securities, Series 7, Alternative Investments, Fixed Income, Equity Trading, Private Placements, Fund Of Funds, Series 63, Investor Relations
Education
Georgetown University 1993 — 1995
MBA, Finance
Green River Asset Management 2008 - Present
Thomas Weisel Partners August 2007 - June 2010
CIBC World Markets April 2002 - August 2007
Deutsche Bank Alex Brown 1998 - 2002
Skills
Equities, Hedge Funds, Equity Research, Investments, Investment Management, Portfolio Management, Equity Valuation, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Valuation, Private Equity, Capital Markets, Securities, Series 7, Alternative Investments, Fixed Income, Equity Trading, Private Placements, Fund Of Funds, Series 63, Investor Relations
Education
Georgetown University 1993 — 1995
MBA, Finance
David Barr David Barr's CIBC World Markets Experience 1998 - 2000
Job
Industry Investment Banking
Experience
GATES Capital Corp. July 2011 - Present
Piper Jaffray 2009 - July 2011
TD Securities 2009 - 2009
Commerce Capital Markets 2002 - 2008
GATES Capital Corp. 2000 - 2002
CIBC World Markets 1998 - 2000
New Jersey Housing Mortgage Finance Agency 1995 - 1998
Skills
Public Finance, Financial Modeling, Not for Profit, Investment Banking, Municipal Bonds, Tax-exempt, Financial Structuring, Project Management, Deal Origination, Bloomberg, Microsoft Office, DBC, Presentations, Client Development, Desktop Publishing, Email Marketing, Management, Bonds, Fixed Income, Portfolio Management, Capital Markets, Series 7, Series 63, Securities, Investments, Economics, Credit Analysis, Credit, Financial Analysis, FINRA, Commercial Lending, Treasury Management, Financial Services, Financial Markets, Loans, Finance, Banking, Cash Management, Loan Origination, Syndications, Financial Risk, Alternative Investments, Deal Creation, Derivatives, Structured Finance, Trading, Credit Risk, Securitization, Funding, Project Finance
Education
Hofstra University 1993 — 1995
MBA, Finance
Hofstra University 1989 — 1993
BA, Economics
LeadNJ 2012 — 2013
Fellow, Business Leadership
Rumson-Fair Haven Regional High School 1985 — 1989
High School Diploma, College Prep
GATES Capital Corp. July 2011 - Present
Piper Jaffray 2009 - July 2011
TD Securities 2009 - 2009
Commerce Capital Markets 2002 - 2008
GATES Capital Corp. 2000 - 2002
CIBC World Markets 1998 - 2000
New Jersey Housing Mortgage Finance Agency 1995 - 1998
Skills
Public Finance, Financial Modeling, Not for Profit, Investment Banking, Municipal Bonds, Tax-exempt, Financial Structuring, Project Management, Deal Origination, Bloomberg, Microsoft Office, DBC, Presentations, Client Development, Desktop Publishing, Email Marketing, Management, Bonds, Fixed Income, Portfolio Management, Capital Markets, Series 7, Series 63, Securities, Investments, Economics, Credit Analysis, Credit, Financial Analysis, FINRA, Commercial Lending, Treasury Management, Financial Services, Financial Markets, Loans, Finance, Banking, Cash Management, Loan Origination, Syndications, Financial Risk, Alternative Investments, Deal Creation, Derivatives, Structured Finance, Trading, Credit Risk, Securitization, Funding, Project Finance
Education
Hofstra University 1993 — 1995
MBA, Finance
Hofstra University 1989 — 1993
BA, Economics
LeadNJ 2012 — 2013
Fellow, Business Leadership
Rumson-Fair Haven Regional High School 1985 — 1989
High School Diploma, College Prep
John Suvanto's CIBC World Markets Experience April 1997 - October 1999
Job Managing Member at Azul
Industry Investment Management
Experience
Azul January 2015 - Present
Renewable Texas Energy Regional Center February 2014 - May 2015
UPS Capital January 2008 - January 2014
Ironstone Capital LLC April 2006 - June 2008
Toolbox Coaching + Consulting April 2003 - March 2006
Stuart Investment Management Ltd. March 2001 - August 2001
Canadian Imperial Bank of Commerce (CIBC) November 1999 - November 2000
CIBC World Markets April 1997 - October 1999
CIBC Wood Gundy March 1996 - March 1997
Skills
Chartered Market..., New Business Development, Asset Based Lending, Private Equity, Investment Banking, Hedge Funds, Commercial Finance, Business Development, Logistics Management, International Logistics, Supply Chain, Operations Management, Negotiation, Risk Management, Management Consulting, Strategic Consulting, Business Strategy, Business Analysis, Business Process..., CEOs, CFOs, Economics, Finance, Philosophy, Finnish Language, Investments, Portfolio Management, Strategy, Capital Markets, Leveraged Lending, Leveraged Finance, Financial Risk, Executive Management, Management, French, Spanish, International Business, Leadership, Trading, Mergers & Acquisitions, Strategic Planning, Options Strategies, Futures Trading, FX trading, American, Canadian,..., Funding, CRM, FX Trading, Loans
Education
Harvard University
Master's Degree, Management - Finance (Extension)
Southern Methodist University 2010 — 2013
Master of Liberal Studies, Summa Cum Laude
York University
Bachelor of Arts (B.A.), Economics
Azul January 2015 - Present
Renewable Texas Energy Regional Center February 2014 - May 2015
UPS Capital January 2008 - January 2014
Ironstone Capital LLC April 2006 - June 2008
Toolbox Coaching + Consulting April 2003 - March 2006
Stuart Investment Management Ltd. March 2001 - August 2001
Canadian Imperial Bank of Commerce (CIBC) November 1999 - November 2000
CIBC World Markets April 1997 - October 1999
CIBC Wood Gundy March 1996 - March 1997
Skills
Chartered Market..., New Business Development, Asset Based Lending, Private Equity, Investment Banking, Hedge Funds, Commercial Finance, Business Development, Logistics Management, International Logistics, Supply Chain, Operations Management, Negotiation, Risk Management, Management Consulting, Strategic Consulting, Business Strategy, Business Analysis, Business Process..., CEOs, CFOs, Economics, Finance, Philosophy, Finnish Language, Investments, Portfolio Management, Strategy, Capital Markets, Leveraged Lending, Leveraged Finance, Financial Risk, Executive Management, Management, French, Spanish, International Business, Leadership, Trading, Mergers & Acquisitions, Strategic Planning, Options Strategies, Futures Trading, FX trading, American, Canadian,..., Funding, CRM, FX Trading, Loans
Education
Harvard University
Master's Degree, Management - Finance (Extension)
Southern Methodist University 2010 — 2013
Master of Liberal Studies, Summa Cum Laude
York University
Bachelor of Arts (B.A.), Economics
Chris Musehl Chris Musehl's CIBC World Markets Experience August 2008 - December 2011
Job Portfolio Strategy Consultant at CIBC
Industry Investment Banking
Experience
CIBC December 2011 - Present
CIBC World Markets August 2008 - December 2011
Skills
Credit Risk, Credit, Credit Analysis, Banking, Financial Risk, Portfolio Management, Risk Management, Loans, Financial Analysis, Credit Cards, Retail Banking, Operational Risk, Mortgage Lending, Business Analysis, Analysis, Change Management, Outsourcing, Strategy, Management, Coaching
Education
Humber College 2000 — 2003
Bachelor of Business Administration (B.B.A.)
CIBC December 2011 - Present
CIBC World Markets August 2008 - December 2011
Skills
Credit Risk, Credit, Credit Analysis, Banking, Financial Risk, Portfolio Management, Risk Management, Loans, Financial Analysis, Credit Cards, Retail Banking, Operational Risk, Mortgage Lending, Business Analysis, Analysis, Change Management, Outsourcing, Strategy, Management, Coaching
Education
Humber College 2000 — 2003
Bachelor of Business Administration (B.B.A.)
Lynne Walrod Lynne Walrod's CIBC World Markets Experience January 2000 - January 2003
Job Director of Sales at Baby Does NYC
Industry Retail
Experience
Baby Does NYC October 2013 - Present
Tradition January 2010 - Present
IRC Securities January 2009 - Present
Bond New York June 2008 - Present
Tocqueville Asset Management 2005-2008 March 2005 - March 2008
2004 March 2004 - August 2004
The Griswold Company January 2003 - January 2004
CIBC World Markets January 2000 - January 2003
Brown Brothers Harriman January 1998 - January 2000
Lehman Brothers 1992 - 1995
Skills
Client Service, Direct Sales, Securities, Customer Relations, Equity Trading, Prospecting, Real Estate, Financial Modeling, Sales, Equities, Hedge Funds, Trading, Mutual Funds, Asset Managment, Financial Services, Investments, Finance, Contract Negotiation, Equity Research, Qualifying Prospects, Customer Service, CRM, Marketing, New Business Development, Accounts Receivable
Education
Lehman Brothers Equity Training 1992 — 1993
Lehman Brothers Equity Training Program, Sales and Trading Training Course
Georgetown University 1985 — 1989
B.A., American Government
Red Bank Catholic 1981 — 1985
College Prep, 1985
Baby Does NYC October 2013 - Present
Tradition January 2010 - Present
IRC Securities January 2009 - Present
Bond New York June 2008 - Present
Tocqueville Asset Management 2005-2008 March 2005 - March 2008
2004 March 2004 - August 2004
The Griswold Company January 2003 - January 2004
CIBC World Markets January 2000 - January 2003
Brown Brothers Harriman January 1998 - January 2000
Lehman Brothers 1992 - 1995
Skills
Client Service, Direct Sales, Securities, Customer Relations, Equity Trading, Prospecting, Real Estate, Financial Modeling, Sales, Equities, Hedge Funds, Trading, Mutual Funds, Asset Managment, Financial Services, Investments, Finance, Contract Negotiation, Equity Research, Qualifying Prospects, Customer Service, CRM, Marketing, New Business Development, Accounts Receivable
Education
Lehman Brothers Equity Training 1992 — 1993
Lehman Brothers Equity Training Program, Sales and Trading Training Course
Georgetown University 1985 — 1989
B.A., American Government
Red Bank Catholic 1981 — 1985
College Prep, 1985
Harold Huffman Harold Huffman's CIBC World Markets Experience December 1997 - December 1998
Job at HJH Advisors
Industry Financial Services
Experience
HJH Advisors February 2008 - Present
Stonegate Securities December 2005 - September 2009
GE Real Estate September 2004 - September 2005
Sovlink Securities March 2003 - October 2003
Global Property Advisors February 1999 - October 2000
CIBC World Markets December 1997 - December 1998
BNP Paribas 1995 - 1997
Citi June 1994 - December 1994
International Business Machines 1990 - 1992
Skills
Deal Management, Deal Structure, Corporate Finance, Special Projects, Valuation, Private Placements, Cash Flow, Budgeting, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
HEC Paris 1994 — 1994
Post-Masters Certificate, European Studies
The London School of Economics and Political Science (LSE) 1994 — 1994
Post-Masters Certificate, European Studies
New Mexico State University 1987 — 1990
BS, International Business/Finance
HJH Advisors February 2008 - Present
Stonegate Securities December 2005 - September 2009
GE Real Estate September 2004 - September 2005
Sovlink Securities March 2003 - October 2003
Global Property Advisors February 1999 - October 2000
CIBC World Markets December 1997 - December 1998
BNP Paribas 1995 - 1997
Citi June 1994 - December 1994
International Business Machines 1990 - 1992
Skills
Deal Management, Deal Structure, Corporate Finance, Special Projects, Valuation, Private Placements, Cash Flow, Budgeting, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
HEC Paris 1994 — 1994
Post-Masters Certificate, European Studies
The London School of Economics and Political Science (LSE) 1994 — 1994
Post-Masters Certificate, European Studies
New Mexico State University 1987 — 1990
BS, International Business/Finance
Stany Hlinkova Stany Hlinkova's CIBC World Markets Experience June 2011 - Present
Job trade support analyst, equity trading at CIBC World Markets
Industry Banking
Experience
CIBC World Markets June 2011 - Present
Ambiance Chocolat April 2007 - Present
CIBC January 2007 - May 2011
Idea Bank 2005 - 2007
Skills
Account Reconciliation, Internal Controls, Accounting, Financial Accounting, Financial Reporting, Finance, Financial Risk, Business Analysis, Analysis, Equities, Capital Markets, Securities, Microsoft Excel
Education
Ryerson University 2007 — 2010
bachelor, business management - accounting
George Brown College 2005 — 2006
advanced diploma, business administration - accounting
CIBC World Markets June 2011 - Present
Ambiance Chocolat April 2007 - Present
CIBC January 2007 - May 2011
Idea Bank 2005 - 2007
Skills
Account Reconciliation, Internal Controls, Accounting, Financial Accounting, Financial Reporting, Finance, Financial Risk, Business Analysis, Analysis, Equities, Capital Markets, Securities, Microsoft Excel
Education
Ryerson University 2007 — 2010
bachelor, business management - accounting
George Brown College 2005 — 2006
advanced diploma, business administration - accounting
Adrian Kowalewski Adrian Kowalewski's CIBC World Markets Experience July 1999 - June 2002
Job
Industry Apparel & Fashion
Experience
Kellwood Company October 2011 - November 2013
American Apparel February 2011 - October 2011
American Apparel December 2007 - October 2011
American Apparel December 2008 - February 2011
American Apparel June 2006 - December 2008
Lazard June 2005 - September 2005
Houlihan Lokey Howard and Zukin July 2003 - July 2004
CIBC World Markets July 1999 - June 2002
Skills
Restructuring, Corporate Finance, Financial Modeling, Investor Relations, Mergers & Acquisitions, Finance, Start-ups, Financial Analysis, Real Estate, Business Strategy, Mergers, Loans
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, Strategic Management, Entrepreneurship, Accounting
Harvard University 1995 — 1999
AB, Economics
Kellwood Company October 2011 - November 2013
American Apparel February 2011 - October 2011
American Apparel December 2007 - October 2011
American Apparel December 2008 - February 2011
American Apparel June 2006 - December 2008
Lazard June 2005 - September 2005
Houlihan Lokey Howard and Zukin July 2003 - July 2004
CIBC World Markets July 1999 - June 2002
Skills
Restructuring, Corporate Finance, Financial Modeling, Investor Relations, Mergers & Acquisitions, Finance, Start-ups, Financial Analysis, Real Estate, Business Strategy, Mergers, Loans
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, Strategic Management, Entrepreneurship, Accounting
Harvard University 1995 — 1999
AB, Economics
Lorina Kupelian Lorina Kupelian's CIBC World Markets Experience May 2008 - Present
Job VicePresident Fixed Income and Currencies at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets January 2015 - Present
CIBC World Markets May 2008 - Present
Standard Life May 2007 - August 2007
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Portfolio Management, Bonds, Capital Markets, Financial Markets, Currency, Trading, Structured Products, Swaps, Options, Credit Derivatives, Hedge Funds
Education
HEC Montréal 2006 — 2008
M.Sc., Finance
HEC Montréal 2002 — 2005
B.A.A, Finance
RBC Capital Markets January 2015 - Present
CIBC World Markets May 2008 - Present
Standard Life May 2007 - August 2007
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Portfolio Management, Bonds, Capital Markets, Financial Markets, Currency, Trading, Structured Products, Swaps, Options, Credit Derivatives, Hedge Funds
Education
HEC Montréal 2006 — 2008
M.Sc., Finance
HEC Montréal 2002 — 2005
B.A.A, Finance
Owen Bouton Owen Bouton's CIBC World Markets Experience January 2013 - August 2014
Job Vice President at LStar Capital
Industry Real Estate
Experience
LStar Capital September 2014 - Present
CIBC World Markets January 2013 - August 2014
CIBC World Markets May 2006 - December 2012
JP Morgan Mortgage Capital January 2004 - May 2006
Fitzgerald+CO September 1998 - May 2002
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MBA, Real Estate
Wake Forest University 1993 — 1997
BA, Sociology
LStar Capital September 2014 - Present
CIBC World Markets January 2013 - August 2014
CIBC World Markets May 2006 - December 2012
JP Morgan Mortgage Capital January 2004 - May 2006
Fitzgerald+CO September 1998 - May 2002
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MBA, Real Estate
Wake Forest University 1993 — 1997
BA, Sociology
James Suprenant James Suprenant's CIBC World Markets Experience February 2006 - January 2008
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2015 - Present
William Blair & Company February 2013 - February 2015
William Blair & Company June 2011 - February 2013
Oppenheimer & Co. January 2008 - May 2011
CIBC World Markets February 2006 - January 2008
Lehman Brothers January 2005 - February 2006
FBR February 2000 - January 2005
Skills
Series 7, Equities, Series 63, Alternative Investments, Investments, Capital Markets, Investment Banking, Valuation, Financial Modeling, Securities, Portfolio Management, Equity Research, IPO, M&A experience, LBO, Private Equity, Corporate Finance, Due Diligence, Strategic Alliances, Venture Capital, Bloomberg
Education
Georgetown University 1997 — 1999
Bachelor of Science (B.S.), Finance, General
University of Maryland - Robert H. Smith School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
William Blair & Company February 2015 - Present
William Blair & Company February 2013 - February 2015
William Blair & Company June 2011 - February 2013
Oppenheimer & Co. January 2008 - May 2011
CIBC World Markets February 2006 - January 2008
Lehman Brothers January 2005 - February 2006
FBR February 2000 - January 2005
Skills
Series 7, Equities, Series 63, Alternative Investments, Investments, Capital Markets, Investment Banking, Valuation, Financial Modeling, Securities, Portfolio Management, Equity Research, IPO, M&A experience, LBO, Private Equity, Corporate Finance, Due Diligence, Strategic Alliances, Venture Capital, Bloomberg
Education
Georgetown University 1997 — 1999
Bachelor of Science (B.S.), Finance, General
University of Maryland - Robert H. Smith School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
Kedist Tsadik Kedist Tsadik's CIBC World Markets Experience October 2006 - January 2010
Job Executive Recruiter at Spencer Stuart
Industry Management Consulting
Experience
Spencer Stuart December 2013 - Present
Hillstone Restaurant Group October 2011 - December 2013
Capri Capital Partners June 2010 - August 2010
CIBC World Markets October 2006 - January 2010
Skills
Financial Modeling, Data Analysis, Due Diligence, Valuation, Social Media, Financial Analysis, Investments, Market Research, Strategy, Analytics
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
HEC School of Management
Master of Business Administration (MBA), Study Abroad
Vanderbilt University
Bachelor's Degree, Communications
Spencer Stuart December 2013 - Present
Hillstone Restaurant Group October 2011 - December 2013
Capri Capital Partners June 2010 - August 2010
CIBC World Markets October 2006 - January 2010
Skills
Financial Modeling, Data Analysis, Due Diligence, Valuation, Social Media, Financial Analysis, Investments, Market Research, Strategy, Analytics
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
HEC School of Management
Master of Business Administration (MBA), Study Abroad
Vanderbilt University
Bachelor's Degree, Communications
Charmaine Ong's CIBC World Markets Experience 1998 - 2000
Job
Industry Restaurants
Experience
McDonald's August 2006 - Present
Malaysiakini.com 2001 - 2003
Datek Online 2000 - 2001
CIBC World Markets 1998 - 2000
Education
Harvard University, John F. Kennedy School of Government 2003 — 2006
MPA
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing
Smith College 1993 — 1997
BA, Government
McDonald's August 2006 - Present
Malaysiakini.com 2001 - 2003
Datek Online 2000 - 2001
CIBC World Markets 1998 - 2000
Education
Harvard University, John F. Kennedy School of Government 2003 — 2006
MPA
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing
Smith College 1993 — 1997
BA, Government
Chrissie Chen Pariso's CIBC World Markets Experience July 2000 - November 2002
Job Senior Portfolio Manager Private Equity at Exelon
Industry Financial Services
Experience
Exelon November 2012 - Present
GE Capital January 2012 - December 2012
Hyde Park Angels March 2011 - December 2011
Sterling Capital Partners March 2007 - October 2010
Power Links, LLC 2007 - 2009
University of Chicago Graduate School of Business September 2006 - June 2008
Sterling Capital March 2007 - August 2007
Dell Financial Services March 2003 - July 2006
Katapultz Inc 2002 - 2003
CIBC World Markets July 2000 - November 2002
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Investment Banking, Strategy, Entrepreneurship, Finance
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA
Georgetown University 1996 — 2000
BA
Pascack Valley High School 1992 — 1996
Exelon November 2012 - Present
GE Capital January 2012 - December 2012
Hyde Park Angels March 2011 - December 2011
Sterling Capital Partners March 2007 - October 2010
Power Links, LLC 2007 - 2009
University of Chicago Graduate School of Business September 2006 - June 2008
Sterling Capital March 2007 - August 2007
Dell Financial Services March 2003 - July 2006
Katapultz Inc 2002 - 2003
CIBC World Markets July 2000 - November 2002
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Investment Banking, Strategy, Entrepreneurship, Finance
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA
Georgetown University 1996 — 2000
BA
Pascack Valley High School 1992 — 1996
Keith Labbate's CIBC World Markets Experience September 1997 - January 2008
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2010 - Present
Houlihan Lokey February 2008 - May 2009
CIBC World Markets September 1997 - January 2008
Education
Hofstra University 2000 — 2002
MBA, Finance
University at Albany, SUNY 1984 — 1988
BMO Capital Markets March 2010 - Present
Houlihan Lokey February 2008 - May 2009
CIBC World Markets September 1997 - January 2008
Education
Hofstra University 2000 — 2002
MBA, Finance
University at Albany, SUNY 1984 — 1988
Tate Kim's CIBC World Markets Experience April 2000 - June 2001
Job Finance Professional
Industry Hospital & Health Care
Experience
Health Net April 2012 - September 2014
Gap Inc. July 2011 - April 2012
Gap Inc. December 2007 - July 2011
Texas Pacific Group / North Bristol Partners May 2006 - October 2007
WellPoint, Inc. October 2003 - October 2005
CIBC World Markets April 2000 - June 2001
Skills
Strategy, Financial Modeling, Corporate Finance, Corporate Development, Financial Analysis, Mergers & Acquisitions, Strategic Planning, Competitive Analysis
Education
Fuller Theological Seminary
Fuller Theological Seminary
University of Southern California - Marshall School of Business 2001 — 2003
Master of Business Administration (MBA)
London Business School 2003 — 2003
MBA
University of California, Berkeley, Haas School of Business 1993 — 1997
BS, Business Administration
Health Net April 2012 - September 2014
Gap Inc. July 2011 - April 2012
Gap Inc. December 2007 - July 2011
Texas Pacific Group / North Bristol Partners May 2006 - October 2007
WellPoint, Inc. October 2003 - October 2005
CIBC World Markets April 2000 - June 2001
Skills
Strategy, Financial Modeling, Corporate Finance, Corporate Development, Financial Analysis, Mergers & Acquisitions, Strategic Planning, Competitive Analysis
Education
Fuller Theological Seminary
Fuller Theological Seminary
University of Southern California - Marshall School of Business 2001 — 2003
Master of Business Administration (MBA)
London Business School 2003 — 2003
MBA
University of California, Berkeley, Haas School of Business 1993 — 1997
BS, Business Administration
Jennifer Stevens Infantino's CIBC World Markets Experience 1997 - 2008
Job Managing Director at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. January 2008 - Present
CIBC World Markets 1997 - 2008
Skills
Investment Banking, Mergers, Equities, Debt, Private Placements, Enterprise Software, SaaS, Cloud Computing, Social Media Marketing, Human Capital Management, Integration, Storage, Security, Virtualization, Mergers & Acquisitions, Private Equity, Start-ups, Corporate Development, IPO, LBO
Education
Georgetown University 1993 — 1997
BSBA, Business
Taft 1990 — 1993
Oppenheimer & Co. January 2008 - Present
CIBC World Markets 1997 - 2008
Skills
Investment Banking, Mergers, Equities, Debt, Private Placements, Enterprise Software, SaaS, Cloud Computing, Social Media Marketing, Human Capital Management, Integration, Storage, Security, Virtualization, Mergers & Acquisitions, Private Equity, Start-ups, Corporate Development, IPO, LBO
Education
Georgetown University 1993 — 1997
BSBA, Business
Taft 1990 — 1993
Tom Carpenter, CFA's CIBC World Markets Experience 1999 - 2000
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank November 2013 - Present
PNC Wealth Management September 2010 - 2013
Hilliard Lyons 2000 - September 2010
CIBC World Markets 1999 - 2000
Bank of New York Mellon 1998 - 1999
Skills
Portfolio Management, Investments, Bonds, Options, Equities, Financial Modeling, Investment Strategies, Derivatives, Valuation, Client Development, Networking
Education
Georgetown University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Fifth Third Bank November 2013 - Present
PNC Wealth Management September 2010 - 2013
Hilliard Lyons 2000 - September 2010
CIBC World Markets 1999 - 2000
Bank of New York Mellon 1998 - 1999
Skills
Portfolio Management, Investments, Bonds, Options, Equities, Financial Modeling, Investment Strategies, Derivatives, Valuation, Client Development, Networking
Education
Georgetown University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Michael Moccia's CIBC World Markets Experience 2001 - Present
Job Executive Director at Canadian Imperial Bank
Industry Banking
Experience
Canadian Imperial Bank Executive DirectorCanadian Imperial Bank2001 - Present
CIBC World Markets 2001 - Present
Canadian imperial 2001 - 2009
Merrill Lynch 1993 - 2001
Education
Fordham Gabelli School of Business 1980 — 1982
Canadian Imperial Bank Executive DirectorCanadian Imperial Bank2001 - Present
CIBC World Markets 2001 - Present
Canadian imperial 2001 - 2009
Merrill Lynch 1993 - 2001
Education
Fordham Gabelli School of Business 1980 — 1982
Charlie Santos-Buch's CIBC World Markets Experience May 2006 - January 2008
Job Managing Director at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. January 2008 - Present
CIBC World Markets May 2006 - January 2008
UBS Capital Americas March 1996 - January 2006
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance and Management
Harvard University 1976 — 1980
AB, History
Oppenheimer & Co. January 2008 - Present
CIBC World Markets May 2006 - January 2008
UBS Capital Americas March 1996 - January 2006
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance and Management
Harvard University 1976 — 1980
AB, History
Paul Elieff's CIBC World Markets Experience 2003 - 2004
Job Manager End User Services Northbridge Financial
Industry Information Technology and Services
Experience
Northbridge Financial Corporation April 2013 - Present
Aon Canada December 2008 - April 2013
Aon Reed Canada 2008 - 2009
Aon May 2004 - December 2007
CIBC World Markets 2003 - 2004
TeleTech 1998 - 2001
Skills
Brokers, Business Analysis, Change Management, Commercial Insurance, General Insurance, Disaster Recovery, Infrastructure, ITIL, Insurance, Integration, Process Improvement, Program Management, Property, Risk Management, Strategic Planning, SDLC, Vendor Management, Underwriting
Education
George Brown College 1989 — 1991
Northbridge Financial Corporation April 2013 - Present
Aon Canada December 2008 - April 2013
Aon Reed Canada 2008 - 2009
Aon May 2004 - December 2007
CIBC World Markets 2003 - 2004
TeleTech 1998 - 2001
Skills
Brokers, Business Analysis, Change Management, Commercial Insurance, General Insurance, Disaster Recovery, Infrastructure, ITIL, Insurance, Integration, Process Improvement, Program Management, Property, Risk Management, Strategic Planning, SDLC, Vendor Management, Underwriting
Education
George Brown College 1989 — 1991
Françoys Levert's CIBC World Markets Experience May 2013 - Present
Job Managing Director and Head, Capital Markets Quebec Region at CIBC World Markets
Industry Investment Management
Experience
CIBC World Markets May 2013 - Present
CIBC World Markets April 2011 - May 2013
MFC Global Investment Management June 2009 - April 2011
State Street July 1996 - May 2009
Skills
Equities, Fixed Income, Foreign Exchange, Financial Services, Relationship Management, Derivatives, Financial Risk, Commodity, Alternative Investments, Hedge Funds, Financial Modeling, FX Options, Back Office, Investment Advisory, Emerging Markets, Capital Markets, Wealth Management, Corporate Finance, Financial Markets, Trading Systems, Investment Banking, Risk Management, Equity Research, Options, Investment Strategies, Valuation, Securities, Currency, Mutual Funds, Portfolio Management, Asset Allocation, Electronic Trading, Investment Management, Banking, Bonds, Asset Management, Trading, Bloomberg, Credit Risk, Market Risk, Investments, Equity Derivatives, Equity Trading, FX trading, Hedging, Structured Products, Swaps
Education
HEC Montréal 1988 — 1994
CIBC World Markets May 2013 - Present
CIBC World Markets April 2011 - May 2013
MFC Global Investment Management June 2009 - April 2011
State Street July 1996 - May 2009
Skills
Equities, Fixed Income, Foreign Exchange, Financial Services, Relationship Management, Derivatives, Financial Risk, Commodity, Alternative Investments, Hedge Funds, Financial Modeling, FX Options, Back Office, Investment Advisory, Emerging Markets, Capital Markets, Wealth Management, Corporate Finance, Financial Markets, Trading Systems, Investment Banking, Risk Management, Equity Research, Options, Investment Strategies, Valuation, Securities, Currency, Mutual Funds, Portfolio Management, Asset Allocation, Electronic Trading, Investment Management, Banking, Bonds, Asset Management, Trading, Bloomberg, Credit Risk, Market Risk, Investments, Equity Derivatives, Equity Trading, FX trading, Hedging, Structured Products, Swaps
Education
HEC Montréal 1988 — 1994
Michele Roller's CIBC World Markets Experience 1992 - 1997
Job Senior Director at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. May 2013 - Present
Bank of Ireland 2007 - 2009
Merrill Lynch 2003 - 2007
IKB Capital Corporation 2002 - 2003
MTV Networks 2001 - 2002
CIBC Oppenheimer 1998 - 2001
Banque Paribas 1997 - 1998
CIBC World Markets 1992 - 1997
Security Pacific Bank 1990 - 1992
Skills
Financial Structuring, Leveraged Finance, Capital Markets, Investment Banking, Credit Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance
Ally Financial Inc. May 2013 - Present
Bank of Ireland 2007 - 2009
Merrill Lynch 2003 - 2007
IKB Capital Corporation 2002 - 2003
MTV Networks 2001 - 2002
CIBC Oppenheimer 1998 - 2001
Banque Paribas 1997 - 1998
CIBC World Markets 1992 - 1997
Security Pacific Bank 1990 - 1992
Skills
Financial Structuring, Leveraged Finance, Capital Markets, Investment Banking, Credit Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance
James Turetsky's CIBC World Markets Experience 1998 - 1999
Job Quantitative Analyst
Industry Insurance
Experience
AIG December 2005 - Present
LaBranche Structured Products 2004 - 2005
CIBC 1999 - 2002
CIBC World Markets 1998 - 1999
Citi 1997 - 1998
Skills
Quantitative Analysis, Derivatives, Credit Risk, Risk Management, C/C++ STL, VBA, Excel, Quantitative Analytics, Valuation, Microsoft Excel, Analytics, Fixed Income, Equities, Financial Modeling, Interest Rate..., Financial Risk, Electronic Trading
Education
Harvard University 1993 — 1997
Ph.D, M.A., Mathematics
Massachusetts Institute of Technology 1991 — 1993
B.Sc., Mathematics
AIG December 2005 - Present
LaBranche Structured Products 2004 - 2005
CIBC 1999 - 2002
CIBC World Markets 1998 - 1999
Citi 1997 - 1998
Skills
Quantitative Analysis, Derivatives, Credit Risk, Risk Management, C/C++ STL, VBA, Excel, Quantitative Analytics, Valuation, Microsoft Excel, Analytics, Fixed Income, Equities, Financial Modeling, Interest Rate..., Financial Risk, Electronic Trading
Education
Harvard University 1993 — 1997
Ph.D, M.A., Mathematics
Massachusetts Institute of Technology 1991 — 1993
B.Sc., Mathematics
Chadd Garcia's CIBC World Markets Experience July 2004 - July 2006
Job Senior Research Analyst at Schwartz Investment Counsel Inc. Ave Maria Mutual Funds
Industry Financial Services
Experience
Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds November 2014 - Present
SQ Advisors April 2014 - October 2014
Gulf Coast Capital Partners June 2011 - March 2014
ComVest Investment Partners July 2006 - March 2010
CIBC World Markets July 2004 - July 2006
Diageo January 2002 - July 2002
Cargill June 1998 - December 2001
Education
Harvard Business School 2002 — 2004
MBA, Business
University of Arizona 1994 — 1998
BS, Agricultural and Resource Economics
Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds November 2014 - Present
SQ Advisors April 2014 - October 2014
Gulf Coast Capital Partners June 2011 - March 2014
ComVest Investment Partners July 2006 - March 2010
CIBC World Markets July 2004 - July 2006
Diageo January 2002 - July 2002
Cargill June 1998 - December 2001
Education
Harvard Business School 2002 — 2004
MBA, Business
University of Arizona 1994 — 1998
BS, Agricultural and Resource Economics
Bryan Berg's CIBC World Markets Experience December 2013 - Present
Job Executive Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets December 2013 - Present
CIBC World Markets December 2011 - December 2013
CIBC World Markets 2004 - December 2011
Education
Harvard Business School 2007 — 2009
MBA
University of Alberta 2000 — 2004
B. Sc. Petroleum Engineering
CIBC World Markets December 2013 - Present
CIBC World Markets December 2011 - December 2013
CIBC World Markets 2004 - December 2011
Education
Harvard Business School 2007 — 2009
MBA
University of Alberta 2000 — 2004
B. Sc. Petroleum Engineering
Jim Velsor's CIBC World Markets Experience 1998 - 2004
Job Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP May 2015 - Present
eDelta Consulting 2014 - 2015
The Bank of New York Mellon January 2012 - July 2014
Pershing August 2006 - December 2011
Accume Partners August 2004 - August 2006
CIBC World Markets 1998 - 2004
Cargill Investor Services 1994 - 1998
ED&F Man 1991 - 1994
Chemical Bank 1989 - 1991
The Chase Manhattan Bank 1979 - 1989
Skills
Auditing, Financial Risk, Trading, Banking, Due Diligence, AML, Accounting, Analysis, Back Office, Bonds
Education
Hofstra University
BBA, Accounting
Nassau Community College
Accounting
Walt Whitman High School
Grant Thornton LLP May 2015 - Present
eDelta Consulting 2014 - 2015
The Bank of New York Mellon January 2012 - July 2014
Pershing August 2006 - December 2011
Accume Partners August 2004 - August 2006
CIBC World Markets 1998 - 2004
Cargill Investor Services 1994 - 1998
ED&F Man 1991 - 1994
Chemical Bank 1989 - 1991
The Chase Manhattan Bank 1979 - 1989
Skills
Auditing, Financial Risk, Trading, Banking, Due Diligence, AML, Accounting, Analysis, Back Office, Bonds
Education
Hofstra University
BBA, Accounting
Nassau Community College
Accounting
Walt Whitman High School
Saloni Patel's CIBC World Markets Experience October 2011 - June 2013
Job Director at Scholars Education Centre
Industry Banking
Experience
Scholars Education Centre July 2013 - Present
CIBC World Markets October 2011 - June 2013
HSBC Bank UK September 2010 - August 2011
Barclays Bank August 2007 - September 2010
Barclays Bank March 2006 - August 2007
Education
Liverpool Hope University 2005 — 2007
MA, Business Management
Gujarat University 2001 — 2003
Bachelor, Business Administration
Scholars Education Centre July 2013 - Present
CIBC World Markets October 2011 - June 2013
HSBC Bank UK September 2010 - August 2011
Barclays Bank August 2007 - September 2010
Barclays Bank March 2006 - August 2007
Education
Liverpool Hope University 2005 — 2007
MA, Business Management
Gujarat University 2001 — 2003
Bachelor, Business Administration
Michael Garibaldi's CIBC World Markets Experience August 1998 - February 2002
Job Group CEO at i3 Solutions Group
Industry Information Technology and Services
Experience
i3 Solutions Group March 2012 - Present
CS Technology September 2002 - November 2010
CIBC World Markets August 1998 - February 2002
CIBC Mellon February 1996 - August 1998
CIBC March 1994 - February 1996
Financial Services Plus, Inc January 1985 - March 1994
Bear Stearns April 1982 - January 1985
Salomon Brothers April 1980 - April 1982
Skills
Management Consulting, Vendor Management, IT Strategy, Business Analysis, Program Management, Data Center, PMO, Outsourcing, Risk Management, IT Management, Infrastructure, Project Portfolio..., Disaster Recovery, Change Management, Business Continuity, Strategy, Portfolio Management, Leadership, Strategic Planning, Financial Services, Management, Trading Systems, Market Data, Governance, Process Improvement, IT Service Management, Project Delivery, Integration, Electronic Trading, ITIL
Education
Hofstra University 1974 — 1979
BBA, Finance, General
i3 Solutions Group March 2012 - Present
CS Technology September 2002 - November 2010
CIBC World Markets August 1998 - February 2002
CIBC Mellon February 1996 - August 1998
CIBC March 1994 - February 1996
Financial Services Plus, Inc January 1985 - March 1994
Bear Stearns April 1982 - January 1985
Salomon Brothers April 1980 - April 1982
Skills
Management Consulting, Vendor Management, IT Strategy, Business Analysis, Program Management, Data Center, PMO, Outsourcing, Risk Management, IT Management, Infrastructure, Project Portfolio..., Disaster Recovery, Change Management, Business Continuity, Strategy, Portfolio Management, Leadership, Strategic Planning, Financial Services, Management, Trading Systems, Market Data, Governance, Process Improvement, IT Service Management, Project Delivery, Integration, Electronic Trading, ITIL
Education
Hofstra University 1974 — 1979
BBA, Finance, General
Khalilah Wilson's CIBC World Markets Experience May 1999 - May 2000
Job Independent Advisory Strategic Planning and Business Development
Industry Financial Services
Experience
Liberum Advisor Solutions March 2011 - Present
Lindner Capital Advisors June 2006 - November 2012
Bank of America October 2003 - June 2006
J.P. Morgan June 2002 - February 2003
Neuberger Berman May 2000 - July 2002
CIBC World Markets May 1999 - May 2000
Skills
Infrastructure Planning, Strategic Consulting, Desktop Procedures, Process Improvement, Strategic Planning, Technology Analysis, New Business Development, Marketing Strategy, Project Management, Wealth Management, Infrastructure, Investment Advisory, Investments, Portfolio Management, Series 7, Business Development, Trading, Sales, Securities, Consulting, Risk Management, Strategic Financial..., Mergers & Acquisitions
Education
Hofstra University 1994 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Liberum Advisor Solutions March 2011 - Present
Lindner Capital Advisors June 2006 - November 2012
Bank of America October 2003 - June 2006
J.P. Morgan June 2002 - February 2003
Neuberger Berman May 2000 - July 2002
CIBC World Markets May 1999 - May 2000
Skills
Infrastructure Planning, Strategic Consulting, Desktop Procedures, Process Improvement, Strategic Planning, Technology Analysis, New Business Development, Marketing Strategy, Project Management, Wealth Management, Infrastructure, Investment Advisory, Investments, Portfolio Management, Series 7, Business Development, Trading, Sales, Securities, Consulting, Risk Management, Strategic Financial..., Mergers & Acquisitions
Education
Hofstra University 1994 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Alex Shoimer's CIBC World Markets Experience July 1998 - November 2001
Job A visionary Information Technology Director using technology to enable the business to do what they do even better.
Industry Real Estate
Experience
Cammebys Management LLC. July 2010 - Present
Bradco Supply Corp. April 2006 - May 2011
MTV Networks October 2003 - March 2006
SmartLinx Solutions November 2001 - October 2003
CIBC World Markets July 1998 - November 2001
Skills
SQL Server, SharePoint, SSRS, ASP, Visual Studio, SSIS, Database Design, Data Warehousing, Team Leadership, Business Intelligence, Deployment, C#, Integration, Crystal Reports, Business Requirements, Business Analysis, XML, Databases, Database Administration, Analysis, .NET, Access, Team Building, Application Development, ASP.NET, SEO, VB.NET, SQL, EDI, SDLC, Requirements Analysis, Visual Basic, JavaScript, Process Improvement, Planning, Administration, Stored Procedures, Web Applications, MOSS 2007, T-SQL, IIS, VBScript, Visio, Web Services, Database Development, ETL, Software Development, Sybase, Project Planning, Microsoft SQL Server
Education
Hofstra University 1995 — 1997
Masters Degree, Industrial and Organizational Psychology
Stony Brook University 1991 — 1995
BA, Psychology
Cammebys Management LLC. July 2010 - Present
Bradco Supply Corp. April 2006 - May 2011
MTV Networks October 2003 - March 2006
SmartLinx Solutions November 2001 - October 2003
CIBC World Markets July 1998 - November 2001
Skills
SQL Server, SharePoint, SSRS, ASP, Visual Studio, SSIS, Database Design, Data Warehousing, Team Leadership, Business Intelligence, Deployment, C#, Integration, Crystal Reports, Business Requirements, Business Analysis, XML, Databases, Database Administration, Analysis, .NET, Access, Team Building, Application Development, ASP.NET, SEO, VB.NET, SQL, EDI, SDLC, Requirements Analysis, Visual Basic, JavaScript, Process Improvement, Planning, Administration, Stored Procedures, Web Applications, MOSS 2007, T-SQL, IIS, VBScript, Visio, Web Services, Database Development, ETL, Software Development, Sybase, Project Planning, Microsoft SQL Server
Education
Hofstra University 1995 — 1997
Masters Degree, Industrial and Organizational Psychology
Stony Brook University 1991 — 1995
BA, Psychology
Faith Van Wart's CIBC World Markets Experience August 2009 - February 2010
Job Electronic/Desktop Publishing Specialist at CPA Canada
Industry Publishing
Experience
CPA Canada (Chartered Professional Accountants Comptables professionnels agréés) August 2012 - Present
Freelance / Desktop Publishing March 2011 - August 2012
Ontario Power Generation February 2010 - February 2011
CIBC World Markets August 2009 - February 2010
Ontario Power Generation 2008 - 2009
Dundee Securities Corporation 2003 - 2007
Scotia Capital 2003 - 2003
Canaccord Capital 2000 - 2002
Skills
InDesign, Word, Folio Views, PowerPoint, Adobe Acrobat, Microsoft Office, Social Media, Books, Brochures, Newsletters, Loose Leafs, Event Planning, Excel, Research, Photography, Outlook, Layout, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Proofreading, Editing, Publishing
Education
University of Toronto 1991 — 1997
Hons. B.A., History & Women's Studies
George Brown College 1985 — 1996
Desktop Publishing - Graphic Design
CPA Canada (Chartered Professional Accountants Comptables professionnels agréés) August 2012 - Present
Freelance / Desktop Publishing March 2011 - August 2012
Ontario Power Generation February 2010 - February 2011
CIBC World Markets August 2009 - February 2010
Ontario Power Generation 2008 - 2009
Dundee Securities Corporation 2003 - 2007
Scotia Capital 2003 - 2003
Canaccord Capital 2000 - 2002
Skills
InDesign, Word, Folio Views, PowerPoint, Adobe Acrobat, Microsoft Office, Social Media, Books, Brochures, Newsletters, Loose Leafs, Event Planning, Excel, Research, Photography, Outlook, Layout, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Proofreading, Editing, Publishing
Education
University of Toronto 1991 — 1997
Hons. B.A., History & Women's Studies
George Brown College 1985 — 1996
Desktop Publishing - Graphic Design
Brendan Dugan's CIBC World Markets Experience September 2013 - Present
Job Director, CIBC World Markets
Industry Real Estate
Experience
CIBC World Markets September 2013 - Present
Deutsche Bank May 2012 - September 2013
Eurohypo AG August 2006 - April 2012
Prudential Real Estate Investors June 2004 - August 2006
Education
Franklin & Marshall College 1998 — 2002
CIBC World Markets September 2013 - Present
Deutsche Bank May 2012 - September 2013
Eurohypo AG August 2006 - April 2012
Prudential Real Estate Investors June 2004 - August 2006
Education
Franklin & Marshall College 1998 — 2002
Robin Williamson Elliott's CIBC World Markets Experience May 1986 - July 2004
Job Associate Broker at Atlanta Fine Homes Sotheby's International Realty
Industry Real Estate
Experience
Atlanta Fine Homes Sotheby's International Realty Associate BrokerPrudential Georgia RealtySeptember 2004 - December 2013
CIBC World Markets May 1986 - July 2004
CIBC World Markets May 1986 - February 1992
First Atlanta/ Wachovia 1982 - 1986
Skills
Contract Negotiation
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1981
MBA, Finance
Manhattanville College 1972 — 1976
Atlanta Fine Homes Sotheby's International Realty Associate BrokerPrudential Georgia RealtySeptember 2004 - December 2013
CIBC World Markets May 1986 - July 2004
CIBC World Markets May 1986 - February 1992
First Atlanta/ Wachovia 1982 - 1986
Skills
Contract Negotiation
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1981
MBA, Finance
Manhattanville College 1972 — 1976
Kathy Cabral's CIBC World Markets Experience 1999 - 2002
Job Executive asst at Elevation Partners
Industry Financial Services
Experience
Elevation Partners March 2006 - Present
Lehman Brothers 2004 - 2006
CIBC World Markets 1999 - 2002
Skills
Event Planning, Office Management, Social Media, Digital Media, Private Equity, QuickBooks, Heavy Calendaring, Travel Planning, Creative Writing, Travel Arrangements
Education
Fordham University 2002 — 2006
BA, Marketing & Communication and Media
Elevation Partners March 2006 - Present
Lehman Brothers 2004 - 2006
CIBC World Markets 1999 - 2002
Skills
Event Planning, Office Management, Social Media, Digital Media, Private Equity, QuickBooks, Heavy Calendaring, Travel Planning, Creative Writing, Travel Arrangements
Education
Fordham University 2002 — 2006
BA, Marketing & Communication and Media
Alex Bakal's CIBC World Markets Experience April 1995 - November 1999
Job Owner, Orion Partners, LLC
Industry Investment Banking
Experience
Orion Partners, LLC November 1999 - Present
CIBC World Markets April 1995 - November 1999
Goldman Sachs August 1991 - April 1995
Skills
Management, Financial Services, Mergers & Acquisitions, Private Equity, Fixed Income, Venture Capital, Investment Banking, Corporate Finance
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
Harvard University 1983 — 1987
A.B., Chemistry
Orion Partners, LLC November 1999 - Present
CIBC World Markets April 1995 - November 1999
Goldman Sachs August 1991 - April 1995
Skills
Management, Financial Services, Mergers & Acquisitions, Private Equity, Fixed Income, Venture Capital, Investment Banking, Corporate Finance
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
Harvard University 1983 — 1987
A.B., Chemistry
Guy Adami's CIBC World Markets Experience January 2003 - January 2007
Job Director of Advisor Advocacy at Private Advisor Group
Industry Financial Services
Experience
Private Advisor Group August 2014 - Present
CNBC November 2005 - Present
tradeMONSTER April 2009 - August 2014
CIBC World Markets January 2003 - January 2007
Goldman Sachs March 1996 - December 2002
AIG February 1990 - March 1996
Drexel Burnham Lambert June 1986 - February 1990
Skills
Capital Markets, Research, Equities, Asset Management, Investments, Derivatives, Series 7, Trading, Options, Financial Markets, Hedge Funds, Strategy, Fixed Income, Portfolio Management, Strategic Planning, Alternative Investments, Securities
Education
Georgetown University 1982 — 1986
BS, Business
Quinnipiac University
Honorary Doctorate of Humane Letters - May 10, 2014
Private Advisor Group August 2014 - Present
CNBC November 2005 - Present
tradeMONSTER April 2009 - August 2014
CIBC World Markets January 2003 - January 2007
Goldman Sachs March 1996 - December 2002
AIG February 1990 - March 1996
Drexel Burnham Lambert June 1986 - February 1990
Skills
Capital Markets, Research, Equities, Asset Management, Investments, Derivatives, Series 7, Trading, Options, Financial Markets, Hedge Funds, Strategy, Fixed Income, Portfolio Management, Strategic Planning, Alternative Investments, Securities
Education
Georgetown University 1982 — 1986
BS, Business
Quinnipiac University
Honorary Doctorate of Humane Letters - May 10, 2014
Richard Staubitz's CIBC World Markets Experience August 2004 - May 2005
Job Lead Architect/Developer
Industry Investment Banking
Experience
Wachovia Securities May 2006 - Present
Wachovia 2006 - Present
Trilogy Advisors May 2005 - May 2006
CIBC World Markets August 2004 - May 2005
Barclays Capital July 2003 - August 2004
Credit Suisse First Boston May 2000 - May 2003
Reuters October 1996 - January 2000
Cybex International June 1989 - June 1996
CYBEX 1989 - 1995
Fonar Corporation February 1984 - June 1989
Skills
.NET, Back Office, Banking, C#, C, Derivatives, Equity Derivatives, Integration, Leadership, Market Data, Options, Order Management, Testing, Trading Systems
Education
New York University - Polytechnic School of Engineering 1985 — 1986
--, Computer Science
Hofstra University 1979 — 1983
BS, Computer Science
Hicksville High School 1977 — 1979
Diploma
Wachovia Securities May 2006 - Present
Wachovia 2006 - Present
Trilogy Advisors May 2005 - May 2006
CIBC World Markets August 2004 - May 2005
Barclays Capital July 2003 - August 2004
Credit Suisse First Boston May 2000 - May 2003
Reuters October 1996 - January 2000
Cybex International June 1989 - June 1996
CYBEX 1989 - 1995
Fonar Corporation February 1984 - June 1989
Skills
.NET, Back Office, Banking, C#, C, Derivatives, Equity Derivatives, Integration, Leadership, Market Data, Options, Order Management, Testing, Trading Systems
Education
New York University - Polytechnic School of Engineering 1985 — 1986
--, Computer Science
Hofstra University 1979 — 1983
BS, Computer Science
Hicksville High School 1977 — 1979
Diploma
Mark Cordy's CIBC World Markets Experience 1999 - 2000
Job Management Consultant at Managed Solutions Consulting Inc
Industry Financial Services
Experience
BMO Financial Group January 2015 - Present
CIBC Retail Banking March 2014 - October 2014
Royal Bank of Canada Capital Markets March 2011 - February 2014
TD Bank April 2004 - February 2011
CIBC 2001 - 2004
BMO June 2000 - July 2001
CIBC World Markets 1999 - 2000
CIBC 1996 - 2000
Skills
Capital Markets, PMP, SDLC, Requirements Gathering, Business Requirements, Accounting, Management Accounting, Finance, Banking, Process Improvement, Business Architecture, Team Leadership, Project Management, Management, Strategy, Access, Business Analysis, Leadership, Risk Management, Project Portfolio..., IT Strategy, Business Process...
Education
Humber College 1982 — 1984
Diploma, Data Processing
BMO Financial Group January 2015 - Present
CIBC Retail Banking March 2014 - October 2014
Royal Bank of Canada Capital Markets March 2011 - February 2014
TD Bank April 2004 - February 2011
CIBC 2001 - 2004
BMO June 2000 - July 2001
CIBC World Markets 1999 - 2000
CIBC 1996 - 2000
Skills
Capital Markets, PMP, SDLC, Requirements Gathering, Business Requirements, Accounting, Management Accounting, Finance, Banking, Process Improvement, Business Architecture, Team Leadership, Project Management, Management, Strategy, Access, Business Analysis, Leadership, Risk Management, Project Portfolio..., IT Strategy, Business Process...
Education
Humber College 1982 — 1984
Diploma, Data Processing
Alexandre Couillard's CIBC World Markets Experience March 2010 - Present
Job Director at CIBC World Markets
Industry Banking
Experience
CIBC World Markets March 2010 - Present
Education
HEC Montréal 1996 — 1999
CIBC World Markets March 2010 - Present
Education
HEC Montréal 1996 — 1999
Gilbert Calderon, CFA's CIBC World Markets Experience 2005 - 2006
Job
Industry Investment Management
Experience
M4 Capital Management April 2014 - Present
Sawdust Investment Management Corp. April 2009 - April 2014
Mesirow Financial August 2006 - November 2008
CIBC World Markets 2005 - 2006
Skills
Private Equity, Hedge Funds, Venture Capital, Portfolio Management, Leveraged Finance, Alternative Investments, Financial Modeling, Asset Managment, Corporate Finance, Due Diligence, LBO, Investment Strategies
Education
Georgetown University 2001 — 2005
BSBA
M4 Capital Management April 2014 - Present
Sawdust Investment Management Corp. April 2009 - April 2014
Mesirow Financial August 2006 - November 2008
CIBC World Markets 2005 - 2006
Skills
Private Equity, Hedge Funds, Venture Capital, Portfolio Management, Leveraged Finance, Alternative Investments, Financial Modeling, Asset Managment, Corporate Finance, Due Diligence, LBO, Investment Strategies
Education
Georgetown University 2001 — 2005
BSBA
Tim ONeal's CIBC World Markets Experience 1999 - 2003
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2004 - Present
CIBC World Markets 1999 - 2003
A.G. Edwards & Sons, Inc. 1996 - 1999
Education
Georgetown University 1992 — 1996
SBSA, Accounting
Wells Fargo Advisors April 2004 - Present
CIBC World Markets 1999 - 2003
A.G. Edwards & Sons, Inc. 1996 - 1999
Education
Georgetown University 1992 — 1996
SBSA, Accounting
Robert Ramsey's CIBC World Markets Experience July 2003 - July 2005
Job Foxhaven Asset Management
Industry Investment Management
Experience
Foxhaven Asset Management June 2014 - Present
JH Partners 2005 - 2014
CIBC World Markets July 2003 - July 2005
Skills
Private Equity, Financial Analysis, Financial Markets
Education
Harvard University 1999 — 2003
A.B., Economics
Phillips Academy, Andover 1998 — 1999
Foxhaven Asset Management June 2014 - Present
JH Partners 2005 - 2014
CIBC World Markets July 2003 - July 2005
Skills
Private Equity, Financial Analysis, Financial Markets
Education
Harvard University 1999 — 2003
A.B., Economics
Phillips Academy, Andover 1998 — 1999
Sébastien Gauthier's CIBC World Markets Experience February 2005 - December 2006
Job Conseiller, Vigie et politiques de gestion des risques chez Caisse de dépôt et placement du Québec
Industry Capital Markets
Experience
Caisse de dépôt et placement du Québec August 2009 - Present
Manulife Financial February 2009 - May 2011
Manulife Financial December 2006 - October 2008
CIBC World Markets February 2005 - December 2006
CIBC Wealth Management January 2004 - February 2005
Skills
Investments, Risk, Risk Management
Education
1998 — 2002
MBA, Finance
1995 — 1998
BAA, Finance
Caisse de dépôt et placement du Québec August 2009 - Present
Manulife Financial February 2009 - May 2011
Manulife Financial December 2006 - October 2008
CIBC World Markets February 2005 - December 2006
CIBC Wealth Management January 2004 - February 2005
Skills
Investments, Risk, Risk Management
Education
1998 — 2002
MBA, Finance
1995 — 1998
BAA, Finance
Gerald Girardi's CIBC World Markets Experience October 1989 - April 2008
Job Principal at Apollo Investment Management
Industry Financial Services
Experience
Apollo Investment Management May 2008 - Present
CIBC World Markets October 1989 - April 2008
Manufacturers Hanover Trust August 1981 - October 1989
Skills
High Yield, Leveraged Finance, Capital Markets, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Equities, Mezzanine, Financial Structuring, Valuation, LBO, Private Placements, Special Situations, Corporate Finance, Alternative Investments, Financial Modeling, Bonds, Due Diligence, Structured Finance, Structured Products, Venture Capital, Securitization, Emerging Markets, IPO
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Georgetown University 1977 — 1981
BSBA, Finance
Iona Preparatory School 1973 — 1977
Apollo Investment Management May 2008 - Present
CIBC World Markets October 1989 - April 2008
Manufacturers Hanover Trust August 1981 - October 1989
Skills
High Yield, Leveraged Finance, Capital Markets, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Equities, Mezzanine, Financial Structuring, Valuation, LBO, Private Placements, Special Situations, Corporate Finance, Alternative Investments, Financial Modeling, Bonds, Due Diligence, Structured Finance, Structured Products, Venture Capital, Securitization, Emerging Markets, IPO
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Georgetown University 1977 — 1981
BSBA, Finance
Iona Preparatory School 1973 — 1977
Kathie Weiss-Lefebvre's CIBC World Markets Experience 2000 - 2003
Job Editor | Researcher | Writer
Industry Writing and Editing
Experience
TorontoReUseIt 2007 - Present
Editors' Association of Canada 1995 - Present
SBR International 2006 - 2006
DBRS 2005 - 2005
TD Securities 2003 - 2003
CIBC World Markets 2000 - 2003
Generation 5 1998 - 2000
Community Information Toronto 1998 - 2000
Toronto Region Architectural Conservancy 1995 - 1999
CIBC Mellon 1998 - 1998
Skills
editing, research, writing, Research, Editing, Corporate Communications, Content Management, Social Media, Web Content, Technical Writing, Proofreading, Copy Editing, Newsletters, Publishing, Publications, Content Development, Content Strategy, Freelance Writing, Speech Writing, Copywriting, Books, Writing
Education
George Brown College Continuing Education 1995 — 1996
certificates in Editing and in Technical Communications
Sheridan College 1986 — 1987
Diploma, Applied Research
TorontoReUseIt 2007 - Present
Editors' Association of Canada 1995 - Present
SBR International 2006 - 2006
DBRS 2005 - 2005
TD Securities 2003 - 2003
CIBC World Markets 2000 - 2003
Generation 5 1998 - 2000
Community Information Toronto 1998 - 2000
Toronto Region Architectural Conservancy 1995 - 1999
CIBC Mellon 1998 - 1998
Skills
editing, research, writing, Research, Editing, Corporate Communications, Content Management, Social Media, Web Content, Technical Writing, Proofreading, Copy Editing, Newsletters, Publishing, Publications, Content Development, Content Strategy, Freelance Writing, Speech Writing, Copywriting, Books, Writing
Education
George Brown College Continuing Education 1995 — 1996
certificates in Editing and in Technical Communications
Sheridan College 1986 — 1987
Diploma, Applied Research
Ren Resendes's CIBC World Markets Experience November 2001 - Present
Job Executive Director Fixed Income & Currencies at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets November 2001 - Present
Merrill Lynch July 1999 - October 2001
Midland Walwyn Capital March 1993 - July 1999
Gordon Capital Corp. August 1989 - February 1993
Education
Humber College 1983 — 1987
Business Administration
CIBC World Markets November 2001 - Present
Merrill Lynch July 1999 - October 2001
Midland Walwyn Capital March 1993 - July 1999
Gordon Capital Corp. August 1989 - February 1993
Education
Humber College 1983 — 1987
Business Administration
Joseph Galzerano's CIBC World Markets Experience 2000 - 2002
Job Assistant Portfolio Manager at Muzinich & Co
Industry Investment Management
Experience
Muzinich & Co June 2010 - Present
Cohen and Company February 2010 - June 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2004 - 2009
Morgan Joseph 2003 - 2004
CIBC World Markets 2000 - 2002
Scotia Capital 1998 - 2000
Citicorp 1994 - 1998
Citibank 1989 - 1994
Skills
Credit, Investments, Corporate Finance, Portfolio Management, Valuation, Finance, Credit Analysis, Trading, Equities, High Yield, Financial Risk, Analysis
Education
Fordham Gabelli School of Business
MBA, Corporate Finance
Manhattan College 1981 — 1985
B.S., Accounting
Muzinich & Co June 2010 - Present
Cohen and Company February 2010 - June 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2004 - 2009
Morgan Joseph 2003 - 2004
CIBC World Markets 2000 - 2002
Scotia Capital 1998 - 2000
Citicorp 1994 - 1998
Citibank 1989 - 1994
Skills
Credit, Investments, Corporate Finance, Portfolio Management, Valuation, Finance, Credit Analysis, Trading, Equities, High Yield, Financial Risk, Analysis
Education
Fordham Gabelli School of Business
MBA, Corporate Finance
Manhattan College 1981 — 1985
B.S., Accounting
Alec Taliaferro's CIBC World Markets Experience December 1997 - July 1999
Job General Partner Taliaferro LLC
Industry Investment Management
Experience
MLV & Company September 2013 - July 2014
Maxim Group April 2013 - August 2013
Aegis Capital September 2012 - April 2013
Dahlman Rose & Co. February 2011 - August 2011
Taliaferro LLC January 2000 - December 2009
CIBC World Markets December 1997 - July 1999
Oppenheimer & Co. June 1993 - December 1997
Legg Mason April 1988 - October 1992
Putnam Investments July 1988 - April 1990
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Capital Markets, Equities, Securities, Equity Research, Trading, Finance, Asset Management, Investments, Fixed Income, Equity Trading
Education
Hampden-Sydney College 1984 — 1988
BA
St Pauls School
MLV & Company September 2013 - July 2014
Maxim Group April 2013 - August 2013
Aegis Capital September 2012 - April 2013
Dahlman Rose & Co. February 2011 - August 2011
Taliaferro LLC January 2000 - December 2009
CIBC World Markets December 1997 - July 1999
Oppenheimer & Co. June 1993 - December 1997
Legg Mason April 1988 - October 1992
Putnam Investments July 1988 - April 1990
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Capital Markets, Equities, Securities, Equity Research, Trading, Finance, Asset Management, Investments, Fixed Income, Equity Trading
Education
Hampden-Sydney College 1984 — 1988
BA
St Pauls School
Shady Aboul-Enein's CIBC World Markets Experience 2010 - February 2015
Job Power Trader at TEC Energy
Industry Capital Markets
Experience
HEC Montréal September 2015 - Present
TEC Energy September 2015 - Present
CIBC World Markets 2010 - February 2015
HEC Montreal May 2009 - April 2010
Desjardins Global Asset Management May 2006 - August 2006
Skills
Capital Markets, Financial Markets, Financial Services, Foreign Exchange, Derivatives, Sales, Sales Presentations, Customer Relations, Salesforce.com, Financial Risk, Risk Management, Treasury Services, Financial Modeling, Financial Analysis, Bloomberg, Economics, E-commerce, Trading, Finance, Options, Portfolio Management
Education
HEC Montréal 2006 — 2009
Master of Science (MSc), Applied Financial Economics
HEC Montréal 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Economics (Double major)
HEC Montréal September 2015 - Present
TEC Energy September 2015 - Present
CIBC World Markets 2010 - February 2015
HEC Montreal May 2009 - April 2010
Desjardins Global Asset Management May 2006 - August 2006
Skills
Capital Markets, Financial Markets, Financial Services, Foreign Exchange, Derivatives, Sales, Sales Presentations, Customer Relations, Salesforce.com, Financial Risk, Risk Management, Treasury Services, Financial Modeling, Financial Analysis, Bloomberg, Economics, E-commerce, Trading, Finance, Options, Portfolio Management
Education
HEC Montréal 2006 — 2009
Master of Science (MSc), Applied Financial Economics
HEC Montréal 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Economics (Double major)
Joan Quan Lin, PMP's CIBC World Markets Experience 2011 - 2011
Job Project Manager at Infosys Technologies Ltd
Industry Information Technology and Services
Experience
Vale May 2012 - Present
Infosys 2000 - Present
CIBC World Markets 2011 - 2011
Symcor 2006 - 2009
Skills
SDLC, Requirements Gathering, Project Management, Testing, Project Planning, Software Project..., Requirements Analysis, PMP, Global Delivery, Systems Analysis, Business Analysis, PMO, IT Strategy, Project Delivery, Business Requirements, Project Portfolio..., Management
Education
Fuzhou University
B.A., Engineer
Seneca College of Applied Arts and Technology
Diploma, Computer Programming
Vale May 2012 - Present
Infosys 2000 - Present
CIBC World Markets 2011 - 2011
Symcor 2006 - 2009
Skills
SDLC, Requirements Gathering, Project Management, Testing, Project Planning, Software Project..., Requirements Analysis, PMP, Global Delivery, Systems Analysis, Business Analysis, PMO, IT Strategy, Project Delivery, Business Requirements, Project Portfolio..., Management
Education
Fuzhou University
B.A., Engineer
Seneca College of Applied Arts and Technology
Diploma, Computer Programming
Mark Cahaney's CIBC World Markets Experience 1996 - 2004
Job General Counsel at National Australia Bank
Industry Banking
Experience
National Australia Bank February 2004 - Present
CIBC World Markets 1996 - 2004
Skills
Capital Markets, Corporate Governance, Structured Finance, Due Diligence, Corporate Law, AML, Corporate Finance, Securitization, Securities, Cross-border..., Banking, Financial Structuring, Risk Management, Derivatives, Financial Risk, Investment Banking
Education
Northwestern University School of Law
JD
Georgetown University
BA, English, History minor
National Australia Bank February 2004 - Present
CIBC World Markets 1996 - 2004
Skills
Capital Markets, Corporate Governance, Structured Finance, Due Diligence, Corporate Law, AML, Corporate Finance, Securitization, Securities, Cross-border..., Banking, Financial Structuring, Risk Management, Derivatives, Financial Risk, Investment Banking
Education
Northwestern University School of Law
JD
Georgetown University
BA, English, History minor
Sylvia Lazarou's CIBC World Markets Experience April 1996 - August 2004
Job freelance
Industry Design
Experience
CAbi, LLC November 2008 - June 2012
CIBC World Markets April 1996 - August 2004
Education
Georgia Southern University 1986 — 1991
BS, Interior Design
CAbi, LLC November 2008 - June 2012
CIBC World Markets April 1996 - August 2004
Education
Georgia Southern University 1986 — 1991
BS, Interior Design
Sophia Bendaoud's CIBC World Markets Experience December 2013 - Present
Job Associate, Capital Markets Trading
Industry Capital Markets
Experience
CIBC World Markets December 2013 - Present
Canadian Derivatives Clearing Corporation (CDCC) November 2010 - December 2013
National Federation of Community Development Credit Unions June 2010 - August 2010
Bureau d'immigration Québec à Hong Kong May 2009 - August 2009
Skills
Derivatives, Financial Analysis, Capital Markets, Financial Markets, Risk Management, Options
Education
HEC Montréal 2008 — 2010
M.Sc., Market Finance
Hanken Svenska handelshögskolan 2008 — 2008
BAA, Finance
HEC Montréal 2005 — 2008
BAA, Market Finance
CIBC World Markets December 2013 - Present
Canadian Derivatives Clearing Corporation (CDCC) November 2010 - December 2013
National Federation of Community Development Credit Unions June 2010 - August 2010
Bureau d'immigration Québec à Hong Kong May 2009 - August 2009
Skills
Derivatives, Financial Analysis, Capital Markets, Financial Markets, Risk Management, Options
Education
HEC Montréal 2008 — 2010
M.Sc., Market Finance
Hanken Svenska handelshögskolan 2008 — 2008
BAA, Finance
HEC Montréal 2005 — 2008
BAA, Market Finance
Brenda Horsford's CIBC World Markets Experience September 2002 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
HSBC Bank Canada Inc September 2007 - December 2009
CIBC World Markets September 2002 - September 2007
Merrill Lynch Canada Inc January 1998 - January 2002
Midland Walwyn Inc January 1997 - January 1998
Toronto Dominion Securities January 1990 - January 1997
Education
George Brown College
Business Administration Diploma, Accounting
HSBC Bank Canada Inc September 2007 - December 2009
CIBC World Markets September 2002 - September 2007
Merrill Lynch Canada Inc January 1998 - January 2002
Midland Walwyn Inc January 1997 - January 1998
Toronto Dominion Securities January 1990 - January 1997
Education
George Brown College
Business Administration Diploma, Accounting
Robert O'Mara's CIBC World Markets Experience August 2006 - January 2008
Job Senior Budget Analyst and Section 108 Loan Portfolio Manager
Industry Investment Management
Experience
City of Yonkers, Department of Finance and Management Services 2013 - Present
Oppenheimer & Co. January 2008 - June 2008
CIBC World Markets August 2006 - January 2008
CIT Healthcare LLC February 2005 - July 2006
CIBC World Markets August 2000 - February 2005
Skills
Leveraged Finance, Healthcare Banking, Capital Markets, Capital Structure, LBO, Loan Syndications, High Yield, Loan Portfolio..., Credit Risk, FRM, Financial Analysis, Financial Modeling, Due Diligence, Capital Budgeting, Operating Budgets, Project Management
Education
New York University 2010 — 2011
Financial Risk Management
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance & Economics
Fordham Gabelli School of Business 1990 — 1994
B.S. Business Administration, Public Accounting
Regis High School 1986 — 1989
City of Yonkers, Department of Finance and Management Services 2013 - Present
Oppenheimer & Co. January 2008 - June 2008
CIBC World Markets August 2006 - January 2008
CIT Healthcare LLC February 2005 - July 2006
CIBC World Markets August 2000 - February 2005
Skills
Leveraged Finance, Healthcare Banking, Capital Markets, Capital Structure, LBO, Loan Syndications, High Yield, Loan Portfolio..., Credit Risk, FRM, Financial Analysis, Financial Modeling, Due Diligence, Capital Budgeting, Operating Budgets, Project Management
Education
New York University 2010 — 2011
Financial Risk Management
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance & Economics
Fordham Gabelli School of Business 1990 — 1994
B.S. Business Administration, Public Accounting
Regis High School 1986 — 1989
Stephane Perrais's CIBC World Markets Experience 1995 - 1998
Job Former Member of the Board at Mercy For Animals Canada
Industry Nonprofit Organization Management
Experience
Mercy For Animals Canada March 2014 - December 2014
Mercy for Animals Canada 2012 - February 2014
FlightExec / Universal Jet Aviation 2007 - 2011
Chateau des Grands Lacs 2002 - 2007
Ice Storm Entertainment 1999 - 2003
CIBC World Markets 1995 - 1998
Credit Suisse Financial Products 1994 - 1995
SG Warburg 1992 - 1994
Societe Generale 1989 - 1992
Skills
Aircraft, Flights, Piloting, Charter, Commercial Aviation, Aviation, Commercial Pilot, Animal Rights, Open Water Diver, Sailing - Intermediate...
Education
HEC School of Management / HEC Paris 1986 — 1989
Master's degree, Entrepreneurship/Entrepreneurial Studies
Lycee International
Mercy For Animals Canada March 2014 - December 2014
Mercy for Animals Canada 2012 - February 2014
FlightExec / Universal Jet Aviation 2007 - 2011
Chateau des Grands Lacs 2002 - 2007
Ice Storm Entertainment 1999 - 2003
CIBC World Markets 1995 - 1998
Credit Suisse Financial Products 1994 - 1995
SG Warburg 1992 - 1994
Societe Generale 1989 - 1992
Skills
Aircraft, Flights, Piloting, Charter, Commercial Aviation, Aviation, Commercial Pilot, Animal Rights, Open Water Diver, Sailing - Intermediate...
Education
HEC School of Management / HEC Paris 1986 — 1989
Master's degree, Entrepreneurship/Entrepreneurial Studies
Lycee International
Frank Benevento's CIBC World Markets Experience 1995 - 2007
Job Pine River Capital Management
Industry Investment Management
Experience
Pine River Capital Management July 2011 - Present
GoldenTree Asset Management November 2007 - June 2011
CIBC World Markets 1995 - 2007
Skills
Hedge Funds, Investment Banking, Fixed Income, Portfolio Management, Bloomberg, Asset Management, Capital Markets, Financial Risk, Venture Capital, Alternative Investments, Investment Strategies, Trading, Securities, Risk Management, Derivatives, Private Equity, Financial Analysis, Structured Products, Equities, Financial Modeling, Options, Due Diligence, Valuation, Mergers & Acquisitions, Mutual Funds, Investments, Emerging Markets, Bonds, Structured Finance, Credit Derivatives, High Yield, Fund Of Funds, Investor Relations, Investment Management, Financial Markets, Equity Research, FX Options, Equity Derivatives, Asset Allocation, Financial Structuring
Education
Georgetown University 1989 — 1993
Pine River Capital Management July 2011 - Present
GoldenTree Asset Management November 2007 - June 2011
CIBC World Markets 1995 - 2007
Skills
Hedge Funds, Investment Banking, Fixed Income, Portfolio Management, Bloomberg, Asset Management, Capital Markets, Financial Risk, Venture Capital, Alternative Investments, Investment Strategies, Trading, Securities, Risk Management, Derivatives, Private Equity, Financial Analysis, Structured Products, Equities, Financial Modeling, Options, Due Diligence, Valuation, Mergers & Acquisitions, Mutual Funds, Investments, Emerging Markets, Bonds, Structured Finance, Credit Derivatives, High Yield, Fund Of Funds, Investor Relations, Investment Management, Financial Markets, Equity Research, FX Options, Equity Derivatives, Asset Allocation, Financial Structuring
Education
Georgetown University 1989 — 1993
Chinwe Osuji, PMP's CIBC World Markets Experience June 2001 - August 2006
Job Business Solutions Lead at Philips Healthcare
Industry Information Technology and Services
Experience
Philips Healthcare April 2015 - Present
Philips Healthcare April 2013 - April 2015
Coca-Cola Enterprises December 2012 - March 2013
CredAbility August 2011 - December 2012
AIG Advisor Group August 2009 - August 2011
AIG Advisor Group April 2007 - August 2009
CIBC World markets June 2001 - August 2006
CosmoCom August 2000 - May 2001
Scudder Kemper Investments December 1998 - August 2000
Boeing Helicopters October 1996 - July 1998
Skills
Business Analysis, Testing, Project Planning, Requirements Analysis, Integration, Microsoft SQL Server, Unix, Analysis, Portfolio Management, Agile Methodologies, Databases, Software Development, Change Management, Management, Quality Assurance, Project Management, Leadership, SharePoint, CRM, Test Planning
Education
Hofstra University
MBA, Finance
Howard University
BS, Mechanical Engineering
Philips Healthcare April 2015 - Present
Philips Healthcare April 2013 - April 2015
Coca-Cola Enterprises December 2012 - March 2013
CredAbility August 2011 - December 2012
AIG Advisor Group August 2009 - August 2011
AIG Advisor Group April 2007 - August 2009
CIBC World markets June 2001 - August 2006
CosmoCom August 2000 - May 2001
Scudder Kemper Investments December 1998 - August 2000
Boeing Helicopters October 1996 - July 1998
Skills
Business Analysis, Testing, Project Planning, Requirements Analysis, Integration, Microsoft SQL Server, Unix, Analysis, Portfolio Management, Agile Methodologies, Databases, Software Development, Change Management, Management, Quality Assurance, Project Management, Leadership, SharePoint, CRM, Test Planning
Education
Hofstra University
MBA, Finance
Howard University
BS, Mechanical Engineering
Jonathan Rein's CIBC World Markets Experience 2005 - 2006
Job Head of Business Development & Corporate Finance
Industry Financial Services
Experience
Global Gaming Asset Management 2011 - Present
Cantor Fitzgerald 2009 - Present
Global Leisure Partners 2008 - 2009
Credit Suisse 2006 - 2008
CIBC World Markets 2005 - 2006
Montgomery & Co., LLC 2004 - 2005
Gleacher Partners 1996 - 2003
Skills
Private Equity, Investment Banking, Investments, Private Placements, Corporate Development, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Equities, Mergers, Due Diligence, Series 7, Debt, Hedge Funds, Asset Managment, Equity Research, Series 63, Venture Capital, Capital Raising
Education
Harvard University 1992 — 1996
BA, Economics
Milton Academy 1989 — 1992
The Buckley School 1979 — 1989
Global Gaming Asset Management 2011 - Present
Cantor Fitzgerald 2009 - Present
Global Leisure Partners 2008 - 2009
Credit Suisse 2006 - 2008
CIBC World Markets 2005 - 2006
Montgomery & Co., LLC 2004 - 2005
Gleacher Partners 1996 - 2003
Skills
Private Equity, Investment Banking, Investments, Private Placements, Corporate Development, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Equities, Mergers, Due Diligence, Series 7, Debt, Hedge Funds, Asset Managment, Equity Research, Series 63, Venture Capital, Capital Raising
Education
Harvard University 1992 — 1996
BA, Economics
Milton Academy 1989 — 1992
The Buckley School 1979 — 1989
Nathan Doan's CIBC World Markets Experience 1997 - 2000
Job Finance professional seeking new opportunities
Industry Financial Services
Experience
Ontario Pension Board 2007 - 2013
Ontario Pension Board 2003 - 2007
CIBC Mellon 2000 - 2003
CIBC World Markets 1997 - 2000
Skills
Financial Analysis, Financial Reporting, Pension Administration, Bank Reconciliation, Account Reconciliation, Investments, Internal Controls, Variance Analysis, Financial Accounting, Managerial Finance, Financial Modeling, Accounting, Strategic Financial..., Valuation, Risk Management, Financial Services
Education
George Brown College 2009 — 2009
Accounting
Brock University 1992 — 1994
Ontario Pension Board 2007 - 2013
Ontario Pension Board 2003 - 2007
CIBC Mellon 2000 - 2003
CIBC World Markets 1997 - 2000
Skills
Financial Analysis, Financial Reporting, Pension Administration, Bank Reconciliation, Account Reconciliation, Investments, Internal Controls, Variance Analysis, Financial Accounting, Managerial Finance, Financial Modeling, Accounting, Strategic Financial..., Valuation, Risk Management, Financial Services
Education
George Brown College 2009 — 2009
Accounting
Brock University 1992 — 1994
Jeremy Burton's CIBC World Markets Experience July 2000 - June 2002
Job Vice President at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments June 2004 - Present
CIBC World Markets July 2000 - June 2002
Skills
Fixed Income, Investment Management, Portfolio Management, High Yield, Leveraged Finance, CLOs, Casino Gaming, Telecommunications, Lodging, Media, Cable Television, Bloomberg, Financial Modeling, Relative Value, Separate Accounts, Mutual Funds
Education
Wharton School, University of Pennsylvania 2002 — 2004
Master of Business Administration (MBA), Finance, General
Harvard College 1996 — 2000
BA, History
PineBridge Investments June 2004 - Present
CIBC World Markets July 2000 - June 2002
Skills
Fixed Income, Investment Management, Portfolio Management, High Yield, Leveraged Finance, CLOs, Casino Gaming, Telecommunications, Lodging, Media, Cable Television, Bloomberg, Financial Modeling, Relative Value, Separate Accounts, Mutual Funds
Education
Wharton School, University of Pennsylvania 2002 — 2004
Master of Business Administration (MBA), Finance, General
Harvard College 1996 — 2000
BA, History
Vince Spinnato's CIBC World Markets Experience 1995 - 2001
Job Managing Member, DellaCamera Capital Management, LLC
Industry Investment Management
Experience
DellaCamera Capital Management, LLC September 2005 - Present
CIBC World Markets 1995 - 2001
Skills
Asset Management, Accounting, Investments, Hedge Funds, Portfolio Management, Securities, Alternative Investments, Loans
Education
Hofstra University 1986 — 1990
BBA, Accounting
DellaCamera Capital Management, LLC September 2005 - Present
CIBC World Markets 1995 - 2001
Skills
Asset Management, Accounting, Investments, Hedge Funds, Portfolio Management, Securities, Alternative Investments, Loans
Education
Hofstra University 1986 — 1990
BBA, Accounting
Chris Christy, CPA's CIBC World Markets Experience June 2000 - November 2002
Job Finance Consultant Risk and Advisory Services at Experis, formerly Jefferson Wells (available after 3/1/2015)
Industry Financial Services
Experience
Experis, formerly Jefferson Wells July 2011 - Present
Subcontractor for Altran Control Solutions October 2010 - Present
CA Technologies January 2005 - June 2010
Deutsche Bank Securities July 2003 - January 2005
CIBC World Markets June 2000 - November 2002
CIBC World Markets October 1988 - June 2000
JP Morgan Chase November 1985 - October 1988
KPMG Audit September 1982 - November 1985
Skills
Sarbanes Oxley, Internal Controls, Software Revenue..., Policies and Procedures, Operational Audits, Project Management, General Ledger..., Business Process..., Auditing
Education
Fordham University 1978 — 1982
BS, Accounting
Experis, formerly Jefferson Wells July 2011 - Present
Subcontractor for Altran Control Solutions October 2010 - Present
CA Technologies January 2005 - June 2010
Deutsche Bank Securities July 2003 - January 2005
CIBC World Markets June 2000 - November 2002
CIBC World Markets October 1988 - June 2000
JP Morgan Chase November 1985 - October 1988
KPMG Audit September 1982 - November 1985
Skills
Sarbanes Oxley, Internal Controls, Software Revenue..., Policies and Procedures, Operational Audits, Project Management, General Ledger..., Business Process..., Auditing
Education
Fordham University 1978 — 1982
BS, Accounting
Frederic Theoret, CFA's CIBC World Markets Experience October 2006 - Present
Job Managing director derivatives sales chez CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets October 2006 - Present
TD Securities June 1998 - September 2006
SITQ Immobilier January 1996 - June 1998
Skills
Fixed Income
Education
Université de Sherbrooke 1994 — 1996
M.sc, FINANCE
1991 — 1994
1994, FINANCE
CIBC World Markets October 2006 - Present
TD Securities June 1998 - September 2006
SITQ Immobilier January 1996 - June 1998
Skills
Fixed Income
Education
Université de Sherbrooke 1994 — 1996
M.sc, FINANCE
1991 — 1994
1994, FINANCE
Brenda Horsford's CIBC World Markets Experience September 2002 - August 2007
Job Specialist in Securities Operations
Industry Financial Services
Experience
Penson Financial Services March 2011 - September 2011
HSBC bank Canada Inc August 2007 - December 2009
CIBC World Markets September 2002 - August 2007
Merrill Lynch Canada 1997 - 2002
TD Securities March 1990 - July 1997
Skills
Securities, Options, Back Office, Fixed Income, Derivatives, Capital Markets, Financial Services, Equities, Wealth Management, Mutual Funds, FX Options, Portfolio Management, Middle Office, Asset Management
Education
George Brown College
Business Administration, Accounting
Penson Financial Services March 2011 - September 2011
HSBC bank Canada Inc August 2007 - December 2009
CIBC World Markets September 2002 - August 2007
Merrill Lynch Canada 1997 - 2002
TD Securities March 1990 - July 1997
Skills
Securities, Options, Back Office, Fixed Income, Derivatives, Capital Markets, Financial Services, Equities, Wealth Management, Mutual Funds, FX Options, Portfolio Management, Middle Office, Asset Management
Education
George Brown College
Business Administration, Accounting
Bryan Street's CIBC World Markets Experience April 2003 - April 2008
Job Global Head of Portfolio & Electronic Trading at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2011 - Present
MF Global January 2010 - December 2011
CIBC World Markets April 2003 - April 2008
Goldman Sachs November 1999 - April 2003
Investment Technology Group, Inc. March 1994 - November 1999
Chancellor Capital Management March 1990 - March 1994
Skills
Equity Trading, Electronic Trading, Portfolio Management, Management, Trading System, Equities, Bloomberg, Trading Systems, Trading, Investments, Series 7
Education
Hamilton College 1983 — 1987
BA, Computer Science, Psychology
Stifel Nicolaus December 2011 - Present
MF Global January 2010 - December 2011
CIBC World Markets April 2003 - April 2008
Goldman Sachs November 1999 - April 2003
Investment Technology Group, Inc. March 1994 - November 1999
Chancellor Capital Management March 1990 - March 1994
Skills
Equity Trading, Electronic Trading, Portfolio Management, Management, Trading System, Equities, Bloomberg, Trading Systems, Trading, Investments, Series 7
Education
Hamilton College 1983 — 1987
BA, Computer Science, Psychology
Deborah Coakley's CIBC World Markets Experience March 2007 - Present
Job Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets March 2007 - Present
BNY Mellon November 2004 - March 2007
Moody's Investors Service December 2001 - November 2004
Barclays October 2000 - October 2001
Mahoney Cohen September 1998 - September 2000
Education
Fordham University 1994 — 1998
Bachelor's degree, Accounting
CIBC World Markets March 2007 - Present
BNY Mellon November 2004 - March 2007
Moody's Investors Service December 2001 - November 2004
Barclays October 2000 - October 2001
Mahoney Cohen September 1998 - September 2000
Education
Fordham University 1994 — 1998
Bachelor's degree, Accounting
Eva Lam's CIBC World Markets Experience May 1998 - October 1999
Job Manager, Human Resources, OMERS Private Markets
Industry Financial Services
Experience
OMERS May 2015 - Present
TD Bank Group December 2011 - April 2015
TD Bank Group April 2010 - April 2011
TD Bank Group January 2008 - March 2010
TD Bank Group November 1999 - January 2007
CIBC World Markets May 1998 - October 1999
Skills
Relationship Management, Recruiting, Deferred Compensation, Project Management
Education
Humber College 1997 — 1998
Post Graduate Program, Human Resources Management
University of Toronto 1993 — 1997
Honours Bachelor of Arts
OMERS May 2015 - Present
TD Bank Group December 2011 - April 2015
TD Bank Group April 2010 - April 2011
TD Bank Group January 2008 - March 2010
TD Bank Group November 1999 - January 2007
CIBC World Markets May 1998 - October 1999
Skills
Relationship Management, Recruiting, Deferred Compensation, Project Management
Education
Humber College 1997 — 1998
Post Graduate Program, Human Resources Management
University of Toronto 1993 — 1997
Honours Bachelor of Arts
Christopher Staudt's CIBC World Markets Experience 1999 - 2001
Job Director at Emigrant Capital Corp.
Industry Venture Capital & Private Equity
Experience
Emigrant Capital Corp. September 2007 - Present
Cascade Drilling, L.P. 2009 - Present
Forward Foods, LLC 2010 - Present
AC Label, LLC 2010 - 2013
Intechra Group, LLC 2009 - 2011
Environmental Capital Partners September 2007 - December 2010
Argentum Group September 2006 - September 2007
Peace Corps 2002 - 2004
CIBC World Markets 1999 - 2001
Skills
Private Equity, Venture Capital, Business Strategy, Due Diligence, Start-ups, Valuation, Investments, Entrepreneurship, Investment Banking, Strategic Planning, LBO, Restructuring, Mergers & Acquisitions
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Pomona College 1995 — 1999
Bachelor's degree, Physics
Emigrant Capital Corp. September 2007 - Present
Cascade Drilling, L.P. 2009 - Present
Forward Foods, LLC 2010 - Present
AC Label, LLC 2010 - 2013
Intechra Group, LLC 2009 - 2011
Environmental Capital Partners September 2007 - December 2010
Argentum Group September 2006 - September 2007
Peace Corps 2002 - 2004
CIBC World Markets 1999 - 2001
Skills
Private Equity, Venture Capital, Business Strategy, Due Diligence, Start-ups, Valuation, Investments, Entrepreneurship, Investment Banking, Strategic Planning, LBO, Restructuring, Mergers & Acquisitions
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Pomona College 1995 — 1999
Bachelor's degree, Physics
Voula McVey's CIBC World Markets Experience May 2002 - November 2004
Job Executive Assistant, Head, Global Investment & Corporate Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets November 2008 - October 2014
BMO Capital Markets May 2006 - November 2008
RBC Capital Markets January 2005 - May 2006
CIBC World Markets May 2002 - November 2004
Manulife Financial May 2001 - May 2002
Skills
Human Resources, Investments, Travel Arrangements, Time Management, Customer Service, Microsoft Word, Outlook, Administrative..., Management
Education
George Brown College 1999 — 2001
Diploma, Human Resources Management and Services
BMO Capital Markets November 2014 - Present
BMO Capital Markets November 2008 - October 2014
BMO Capital Markets May 2006 - November 2008
RBC Capital Markets January 2005 - May 2006
CIBC World Markets May 2002 - November 2004
Manulife Financial May 2001 - May 2002
Skills
Human Resources, Investments, Travel Arrangements, Time Management, Customer Service, Microsoft Word, Outlook, Administrative..., Management
Education
George Brown College 1999 — 2001
Diploma, Human Resources Management and Services
Robin Weaver's CIBC World Markets Experience October 2015 - Present
Job Investment Banking Associate at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets October 2015 - Present
Jacob Securities Inc. December 2013 - September 2015
Ontario Teachers' Pension Plan May 2012 - August 2012
Bank of Canada March 2009 - April 2011
Skills
Financial Modeling, Valuation, Investment Banking, Fixed Income, Financial Analysis, Mergers & Acquisitions, Bloomberg, Microsoft Excel, Corporate Finance, Capital Markets, Statistical Modeling, Macroeconomics, VBA, Investments, Equity Research, PowerPoint, Due Diligence, Project Finance, Renewable Energy, Energy, Capital IQ
Education
University of Toronto - Rotman School of Management 2011 — 2013
MBA, Finance, General
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2013
Master of Business Administration (MBA), International Finance
Queen's University 2004 — 2008
BAH, Economics and Political Studies
CFA Institute
CIBC World Markets October 2015 - Present
Jacob Securities Inc. December 2013 - September 2015
Ontario Teachers' Pension Plan May 2012 - August 2012
Bank of Canada March 2009 - April 2011
Skills
Financial Modeling, Valuation, Investment Banking, Fixed Income, Financial Analysis, Mergers & Acquisitions, Bloomberg, Microsoft Excel, Corporate Finance, Capital Markets, Statistical Modeling, Macroeconomics, VBA, Investments, Equity Research, PowerPoint, Due Diligence, Project Finance, Renewable Energy, Energy, Capital IQ
Education
University of Toronto - Rotman School of Management 2011 — 2013
MBA, Finance, General
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2013
Master of Business Administration (MBA), International Finance
Queen's University 2004 — 2008
BAH, Economics and Political Studies
CFA Institute
andy ballou's CIBC World Markets Experience February 1999 - January 2001
Job Director, Institutional Sales at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2002 - Present
Red Coat Capital Management January 2001 - July 2002
CIBC World Markets February 1999 - January 2001
Skills
Series 7, Equities, Capital Markets, Series 63, Institutional Sales, Hedge Funds, Structured Products, Bloomberg, Derivatives, Alternative Investments, Trading, Equity Trading
Education
Hampden-Sydney College 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Ridgewood High School 1984 — 1987
RBC Capital Markets July 2002 - Present
Red Coat Capital Management January 2001 - July 2002
CIBC World Markets February 1999 - January 2001
Skills
Series 7, Equities, Capital Markets, Series 63, Institutional Sales, Hedge Funds, Structured Products, Bloomberg, Derivatives, Alternative Investments, Trading, Equity Trading
Education
Hampden-Sydney College 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Ridgewood High School 1984 — 1987
Elina Petrov's CIBC World Markets Experience June 2004 - June 2005
Job Contracts at Robert Half International
Industry Banking
Experience
Robert Half International January 2010 - Present
Scotiabank December 2013 - December 2014
Manulife March 2011 - July 2011
American Express January 2011 - March 2011
Central One Federal Credit Union January 2010 - June 2010
Citi September 2007 - November 2008
CIBC World Markets June 2004 - June 2005
LLOYD’S REGISTER OF SHIPPING (London, UK) September 1998 - March 2000
SG BULGARIA (Fully Owned By Société Générale Corporate and Investment Banking - France) March 1996 - August 1998
Stopanska banka September 1992 - February 1996
Skills
Finance, Analysis, Financial Risk, Treasury, Accounting, Account Reconciliation, Variance Analysis, Portfolio Management, Internal Audit, Derivatives
Education
HEC Montréal 2001 — 2002
Graduate Diploma in Managene, Business/Managerial Economics
University of Montreal 2001 — 2001
DESS, Business Administration and Management, General
National and World Economy University, Sofia, Bulgaria 1987 — 1992
M. Sc. In Industrial Management, Engineering/Industrial Management
Robert Half International January 2010 - Present
Scotiabank December 2013 - December 2014
Manulife March 2011 - July 2011
American Express January 2011 - March 2011
Central One Federal Credit Union January 2010 - June 2010
Citi September 2007 - November 2008
CIBC World Markets June 2004 - June 2005
LLOYD’S REGISTER OF SHIPPING (London, UK) September 1998 - March 2000
SG BULGARIA (Fully Owned By Société Générale Corporate and Investment Banking - France) March 1996 - August 1998
Stopanska banka September 1992 - February 1996
Skills
Finance, Analysis, Financial Risk, Treasury, Accounting, Account Reconciliation, Variance Analysis, Portfolio Management, Internal Audit, Derivatives
Education
HEC Montréal 2001 — 2002
Graduate Diploma in Managene, Business/Managerial Economics
University of Montreal 2001 — 2001
DESS, Business Administration and Management, General
National and World Economy University, Sofia, Bulgaria 1987 — 1992
M. Sc. In Industrial Management, Engineering/Industrial Management
Steve Von Bargen's CIBC World Markets Experience June 1998 - December 2000
Job Compliance Officer
Industry Construction
Experience
RBBC, LLC August 2013 - Present
Unqua Holdings March 2010 - August 2013
Merrick Road Properties February 2007 - 2010
Fursa Funds January 2002 - January 2007
Merrill Lynch 2000 - 2002
CIBC World Markets June 1998 - December 2000
C.E. Unterberg, Towbin August 1996 - May 1998
Herzog Heine Geduld August 1988 - December 1995
L F Rothschild Unterberg Towbin September 1983 - July 1988
Education
Hofstra University 1978 — 1982
Bachelor's degree, Business Administration and Management, General
Hofstra University
General Douglas MacArthur High school 1976 — 1978
RBBC, LLC August 2013 - Present
Unqua Holdings March 2010 - August 2013
Merrick Road Properties February 2007 - 2010
Fursa Funds January 2002 - January 2007
Merrill Lynch 2000 - 2002
CIBC World Markets June 1998 - December 2000
C.E. Unterberg, Towbin August 1996 - May 1998
Herzog Heine Geduld August 1988 - December 1995
L F Rothschild Unterberg Towbin September 1983 - July 1988
Education
Hofstra University 1978 — 1982
Bachelor's degree, Business Administration and Management, General
Hofstra University
General Douglas MacArthur High school 1976 — 1978
Jessica Fedor's CIBC World Markets Experience January 2006 - April 2007
Job Corporate Controller at Madison International Realty
Industry Real Estate
Experience
Madison International Realty 2007 - 2012
CIBC World Markets January 2006 - April 2007
Bank of Scotland August 2001 - December 2005
Skills
Financial Analysis, Financial Reporting
Education
Hofstra University
Degree: Bachelor, Business Administration; Accounting
Madison International Realty 2007 - 2012
CIBC World Markets January 2006 - April 2007
Bank of Scotland August 2001 - December 2005
Skills
Financial Analysis, Financial Reporting
Education
Hofstra University
Degree: Bachelor, Business Administration; Accounting
Vito DeSerio's CIBC World Markets Experience 2004 - 2009
Job Institutional Equities Sales Trader
Industry Banking
Experience
Banca IMI January 2013 - Present
National Bank of Canada 2009 - 2012
CIBC World Markets 2004 - 2009
Skills
Series 7, Series 55, Series 63, Equities, FINRA, Equity Trading, Bloomberg, Financial Markets, Electronic Trading, Structured Products, Fixed Income, Equity Derivatives, Capital Markets, Derivatives, Bonds, Trading Systems
Education
Hofstra University
Bachelor of Business Administration (BBA)
Banca IMI January 2013 - Present
National Bank of Canada 2009 - 2012
CIBC World Markets 2004 - 2009
Skills
Series 7, Series 55, Series 63, Equities, FINRA, Equity Trading, Bloomberg, Financial Markets, Electronic Trading, Structured Products, Fixed Income, Equity Derivatives, Capital Markets, Derivatives, Bonds, Trading Systems
Education
Hofstra University
Bachelor of Business Administration (BBA)
Paul Schlichting's CIBC World Markets Experience March 1996 - August 1998
Job Assistant General Counsel at CFTC
Industry Financial Services
Experience
CFTC April 2013 - Present
US Securities and Exchange Commission December 2011 - April 2013
CFTC May 2010 - December 2011
Willkie Farr & Gallagher LLP October 2004 - May 2010
Dechert LLP August 2001 - January 2003
CIBC World Markets March 1996 - August 1998
Deutsche Bank January 1995 - March 1996
Citi September 1988 - January 1995
Skills
Corporate Governance, Financial Risk, Securities, Corporate Law, Due Diligence, Securities Regulation, Mergers & Acquisitions, Private Equity, Joint Ventures, Capital Markets, Corporate Finance, Structured Finance, Securitization, IPO, Legal Writing, Intellectual Property, Legal Research, Restructuring, Hedge Funds
Education
Georgetown University Law Center 2002 — 2005
LL.M., Taxation
University of Pennsylvania 1998 — 2001
Doctor of Law (JD)
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance
Pace University - Lubin School of Business
Bachelor's Degree, Marketing Research
CFTC April 2013 - Present
US Securities and Exchange Commission December 2011 - April 2013
CFTC May 2010 - December 2011
Willkie Farr & Gallagher LLP October 2004 - May 2010
Dechert LLP August 2001 - January 2003
CIBC World Markets March 1996 - August 1998
Deutsche Bank January 1995 - March 1996
Citi September 1988 - January 1995
Skills
Corporate Governance, Financial Risk, Securities, Corporate Law, Due Diligence, Securities Regulation, Mergers & Acquisitions, Private Equity, Joint Ventures, Capital Markets, Corporate Finance, Structured Finance, Securitization, IPO, Legal Writing, Intellectual Property, Legal Research, Restructuring, Hedge Funds
Education
Georgetown University Law Center 2002 — 2005
LL.M., Taxation
University of Pennsylvania 1998 — 2001
Doctor of Law (JD)
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance
Pace University - Lubin School of Business
Bachelor's Degree, Marketing Research
Christy Parsons's CIBC World Markets Experience 2002 - 2005
Job
Industry Financial Services
Experience
Claren Road Asset Management 2005 - 2009
CIBC World Markets 2002 - 2005
Merrill Lynch 1994 - 2002
McKinsey & Company 1991 - 1994
Lehman Brothers 1988 - 1990
Shearson Lehman Brothers June 1987 - August 1987
The Standard Oil Company of Ohio 1982 - 1986
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1978 — 1982
Bachelor's Degree, Petroleum Engineering, High Honors
Claren Road Asset Management 2005 - 2009
CIBC World Markets 2002 - 2005
Merrill Lynch 1994 - 2002
McKinsey & Company 1991 - 1994
Lehman Brothers 1988 - 1990
Shearson Lehman Brothers June 1987 - August 1987
The Standard Oil Company of Ohio 1982 - 1986
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1978 — 1982
Bachelor's Degree, Petroleum Engineering, High Honors
Paul Powers's CIBC World Markets Experience 2000 - 2009
Job Head of Equity SalesTrading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2012 - Present
Oppenheimer & Co. Inc. 2009 - 2012
CIBC World Markets 2000 - 2009
Education
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Raymond James Financial Inc. February 2012 - Present
Oppenheimer & Co. Inc. 2009 - 2012
CIBC World Markets 2000 - 2009
Education
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
John Tammaro's CIBC World Markets Experience February 2014 - Present
Job Institutional Sales Trader at CIBC
Industry Banking
Experience
CIBC World Markets February 2014 - Present
HSBC Bank USA June 2005 - October 2013
Education
Hobart and William Smith Colleges 2001 — 2005
Bachelor’s Degree, History
Hobart and William Smith Colleges
CIBC World Markets February 2014 - Present
HSBC Bank USA June 2005 - October 2013
Education
Hobart and William Smith Colleges 2001 — 2005
Bachelor’s Degree, History
Hobart and William Smith Colleges
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS