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
Krishna Tyagarajan Krishna Tyagarajan's CIBC World Markets Experience August 2002 - December 2005
Job Partner at Solar Capital
Industry Financial Services
Experience
Solar Capital Ltd May 2010 - Present
Goldman Sachs December 2006 - March 2010
Amaranth Advisors January 2006 - December 2006
CIBC World Markets August 2002 - December 2005
Skills
Credit Investing, Private Placements, Financial Structuring, Alternative Investments, Aircraft Financing, Leveraged Finance, Mezzanine, Valuation, LBO, Growth Capital, Acquisition Financing, Asset Management, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (M.B.A.)
Lawrence University 1992 — 1996
Bachelor's Degree, Economics
Solar Capital Ltd May 2010 - Present
Goldman Sachs December 2006 - March 2010
Amaranth Advisors January 2006 - December 2006
CIBC World Markets August 2002 - December 2005
Skills
Credit Investing, Private Placements, Financial Structuring, Alternative Investments, Aircraft Financing, Leveraged Finance, Mezzanine, Valuation, LBO, Growth Capital, Acquisition Financing, Asset Management, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (M.B.A.)
Lawrence University 1992 — 1996
Bachelor's Degree, Economics
Eric Silber Eric Silber's CIBC World Markets Experience August 2005 - January 2008
Job Partner at The Elmira Group Inc.
Industry Investment Management
Experience
The Elmira Group Inc. June 2013 - Present
Southlake Hospital Foundation May 2013 - Present
myBlueprint.ca May 2005 - Present
CPP Investment Board April 2008 - May 2013
CIBC World Markets August 2005 - January 2008
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Due Diligence, LBO, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2005
HBA
Huron University College
The Elmira Group Inc. June 2013 - Present
Southlake Hospital Foundation May 2013 - Present
myBlueprint.ca May 2005 - Present
CPP Investment Board April 2008 - May 2013
CIBC World Markets August 2005 - January 2008
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Due Diligence, LBO, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2005
HBA
Huron University College
Ian Macdonell Ian Macdonell's CIBC World Markets Experience January 1997 - October 1998
Job Managing Director at Crosbie & Company Inc.
Industry Investment Banking
Experience
Crosbie & Company February 1999 - Present
Global M&A Partners January 2013 - Present
CIBC World Markets January 1997 - October 1998
RBC Dominion Securities Inc. September 1989 - October 1996
Skills
Mergers, Valuation, Fairness Opinions, Corporate Finance, Divestitures, Restructuring, LBO, Debt, Private Placements, Investment Banking, Middle Market, Equities, Financial Services, Mergers & Acquisitions, M&A experience, Private Equity, Business Valuation, Investments, Corporate Development, Financial Structuring
Education
Ivey Business School at Western University 1987 — 1989
MBA, Finance
Queen's University 1981 — 1985
BSc, Chemical Engineering
Crosbie & Company February 1999 - Present
Global M&A Partners January 2013 - Present
CIBC World Markets January 1997 - October 1998
RBC Dominion Securities Inc. September 1989 - October 1996
Skills
Mergers, Valuation, Fairness Opinions, Corporate Finance, Divestitures, Restructuring, LBO, Debt, Private Placements, Investment Banking, Middle Market, Equities, Financial Services, Mergers & Acquisitions, M&A experience, Private Equity, Business Valuation, Investments, Corporate Development, Financial Structuring
Education
Ivey Business School at Western University 1987 — 1989
MBA, Finance
Queen's University 1981 — 1985
BSc, Chemical Engineering
Vickie Summey Vickie Summey's CIBC World Markets Experience January 1987 - August 2004
Job
Industry Banking
Experience
Synovus October 2012 - Present
Synovus July 2011 - October 2012
Bank of North Georgia, a div of Synovus Bank June 2007 - July 2011
Legacy Park HOA May 2005 - April 2007
CIBC World Markets January 1987 - August 2004
Skills
Syndications, Participation, Commercial Lending, Loans, Letters of Credit, Portfolio Management, Team Leadership, Training, Credit, Process Management, Database Administration, General Ledger, Account Reconciliation, Banking, Finance, Commercial Banking
Education
Kennesaw State University 2009 — 2016
Bachelor's Degree, Finance
Synovus October 2012 - Present
Synovus July 2011 - October 2012
Bank of North Georgia, a div of Synovus Bank June 2007 - July 2011
Legacy Park HOA May 2005 - April 2007
CIBC World Markets January 1987 - August 2004
Skills
Syndications, Participation, Commercial Lending, Loans, Letters of Credit, Portfolio Management, Team Leadership, Training, Credit, Process Management, Database Administration, General Ledger, Account Reconciliation, Banking, Finance, Commercial Banking
Education
Kennesaw State University 2009 — 2016
Bachelor's Degree, Finance
Kelly Phelan Kelly Phelan's CIBC World Markets Experience May 2009 - April 2010
Job Associate at MVision Private Equity Advisers
Industry Venture Capital & Private Equity
Experience
MVision Private Equity Advisers February 2013 - Present
Goldman Sachs 2010 - September 2012
CIBC World Markets May 2009 - April 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Valuation, Capital Markets, LBO, Investments, Due Diligence, Equities, Corporate Finance, Corporate Development, Private Equity, Strategy
Education
Ivey Business School at Western University 2005 — 2009
HBA
Richard Ivey School of Business
MVision Private Equity Advisers February 2013 - Present
Goldman Sachs 2010 - September 2012
CIBC World Markets May 2009 - April 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Valuation, Capital Markets, LBO, Investments, Due Diligence, Equities, Corporate Finance, Corporate Development, Private Equity, Strategy
Education
Ivey Business School at Western University 2005 — 2009
HBA
Richard Ivey School of Business
Brittany Hall Clarke Brittany Hall Clarke's CIBC World Markets Experience August 2013 - Present
Job Analyst Equity Capital Markets
Industry Banking
Experience
CIBC World Markets August 2013 - Present
RBC Capital Markets May 2012 - August 2012
Cumberland Private Wealth Management Inc. May 2011 - September 2011
Camp Kandalore June 2009 - June 2010
Education
Richard Ivey School of Business 2011 — 2013
HBA, Business
The University of Western Ontario
Neuchatel Junior College 2008 — 2009
Highschool Diploma
CIBC World Markets August 2013 - Present
RBC Capital Markets May 2012 - August 2012
Cumberland Private Wealth Management Inc. May 2011 - September 2011
Camp Kandalore June 2009 - June 2010
Education
Richard Ivey School of Business 2011 — 2013
HBA, Business
The University of Western Ontario
Neuchatel Junior College 2008 — 2009
Highschool Diploma
Leif Rauer Leif Rauer's CIBC World Markets Experience June 2003 - March 2004
Job Managing Partner at TrueRisk / Evergreen Risk Management
Industry Capital Markets
Experience
TrueRisk / Evergreen Risk Management April 2014 - Present
Evergreen Risk Management January 2013 - April 2014
Evergreen Risk Management September 2010 - December 2012
Bank of America Merrill Lynch March 2006 - March 2010
Societe Generale March 2004 - March 2006
CIBC World Markets June 2003 - March 2004
Radian Group April 2001 - June 2003
ABN AMRO January 1997 - January 2000
Skills
Structured Finance, Banking, Structuring, Due Diligence, Securitization, Origination, Capital Markets, Fixed Income, Portfolio Management, Risk Management, Corporate Finance, Derivatives, Credit, Credit Risk, Risk, Credit Analysis, Loans, Financial Markets, Structured Products, Financial Risk, Asset Based Lending, Operations Management, Financial Structuring, asset, Finance, Investments, Bonds, ABS
Education
Illinois Institute of Technology 1996 — 1999
Master of Science, Financial Markets and Trading; Investment Banking
University of Iowa 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
TrueRisk / Evergreen Risk Management April 2014 - Present
Evergreen Risk Management January 2013 - April 2014
Evergreen Risk Management September 2010 - December 2012
Bank of America Merrill Lynch March 2006 - March 2010
Societe Generale March 2004 - March 2006
CIBC World Markets June 2003 - March 2004
Radian Group April 2001 - June 2003
ABN AMRO January 1997 - January 2000
Skills
Structured Finance, Banking, Structuring, Due Diligence, Securitization, Origination, Capital Markets, Fixed Income, Portfolio Management, Risk Management, Corporate Finance, Derivatives, Credit, Credit Risk, Risk, Credit Analysis, Loans, Financial Markets, Structured Products, Financial Risk, Asset Based Lending, Operations Management, Financial Structuring, asset, Finance, Investments, Bonds, ABS
Education
Illinois Institute of Technology 1996 — 1999
Master of Science, Financial Markets and Trading; Investment Banking
University of Iowa 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Chip Pitfield Chip Pitfield's CIBC World Markets Experience 1990 - 1998
Job Relationship Manager at CGOV Asset Management
Industry Investment Management
Experience
CGOV Asset Management July 2013 - Present
Delta Waterfowl Foundation January 2015 - Present
Oolagen - Youth Mental Health October 2012 - Present
Maison Placements Canada Inc. 2010 - June 2013
Scotia Capital 1998 - 2009
CIBC World Markets 1990 - 1998
Skills
Capital Markets, Securities, Equities, Investment Banking, Fixed Income, Portfolio Management, Investments, Corporate Finance, Financial Modeling, Equity Capital Markets, Wealth Management, Derivatives, Investment Strategies
Education
Ridley College
The University of Western Ontario - Huron University College
BA
CGOV Asset Management July 2013 - Present
Delta Waterfowl Foundation January 2015 - Present
Oolagen - Youth Mental Health October 2012 - Present
Maison Placements Canada Inc. 2010 - June 2013
Scotia Capital 1998 - 2009
CIBC World Markets 1990 - 1998
Skills
Capital Markets, Securities, Equities, Investment Banking, Fixed Income, Portfolio Management, Investments, Corporate Finance, Financial Modeling, Equity Capital Markets, Wealth Management, Derivatives, Investment Strategies
Education
Ridley College
The University of Western Ontario - Huron University College
BA
Vikas Girdhar Vikas Girdhar's CIBC World Markets Experience June 2014 - May 2015
Job Engagement Director
Industry Management Consulting
Experience
Innomentum May 2015 - Present
CIBC World Markets June 2014 - May 2015
Deloitte December 2011 - June 2014
CIBC April 2011 - December 2011
CIBC July 2007 - April 2011
Wipro Technologies January 2005 - July 2007
Cingular April 2004 - December 2005
E-wares: UPS Supply Chain Solutions (Client) July 2002 - November 2003
E-wares 1999 - 2003
LoyaltyOne February 2001 - July 2002
Skills
Project Management, Active Directory, Messaging, Blackberry, PMO, IT Strategy, Program Management, Enterprise Risk..., Compliance, Regulatory Requirements, Cross-functional Team..., Architecture, SDLC, Business Process..., Strategy, Strategic Planning, Data Center, Vendor Management, Governance, Business Intelligence, Telecommunications, Outsourcing, Integration, Risk Management, Management Consulting, Business Analysis, Process Improvement, Business Process, Leadership, Project Portfolio..., PMP, Project Planning, Operations Management, Business Transformation
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Cross Enterprise Leadership
Villanova University 2011 — 2011
Masters, Strategic Project Management
Western University 1995 — 1999
B.Eng, Environmental Engineering
Innomentum May 2015 - Present
CIBC World Markets June 2014 - May 2015
Deloitte December 2011 - June 2014
CIBC April 2011 - December 2011
CIBC July 2007 - April 2011
Wipro Technologies January 2005 - July 2007
Cingular April 2004 - December 2005
E-wares: UPS Supply Chain Solutions (Client) July 2002 - November 2003
E-wares 1999 - 2003
LoyaltyOne February 2001 - July 2002
Skills
Project Management, Active Directory, Messaging, Blackberry, PMO, IT Strategy, Program Management, Enterprise Risk..., Compliance, Regulatory Requirements, Cross-functional Team..., Architecture, SDLC, Business Process..., Strategy, Strategic Planning, Data Center, Vendor Management, Governance, Business Intelligence, Telecommunications, Outsourcing, Integration, Risk Management, Management Consulting, Business Analysis, Process Improvement, Business Process, Leadership, Project Portfolio..., PMP, Project Planning, Operations Management, Business Transformation
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Cross Enterprise Leadership
Villanova University 2011 — 2011
Masters, Strategic Project Management
Western University 1995 — 1999
B.Eng, Environmental Engineering
Doug Chornoboy Doug Chornoboy's CIBC World Markets Experience June 1995 - June 1999
Job Senior Finance Executive
Industry Financial Services
Experience
Loyalist Group Limited June 2014 - June 2015
Jameson Bank November 2013 - June 2014
Northern Group of Companies June 2006 - June 2012
Consulting Services January 2004 - June 2006
CIBC June 1999 - January 2004
CIBC World Markets June 1995 - June 1999
CIBC Wood Gundy June 1991 - June 1995
CIBC Wood Gundy September 1989 - June 1991
Central Guaranty Trust January 1988 - September 1989
Skills
Capital Markets, Risk Management, Financial Modeling, Financial Analysis, Strategic Financial..., Mergers, Corporate Finance, Investor Relations, Due Diligence, Executive Management, Financial Reporting, Performance Management, GAAP, IFRS, Public Companies, Change Management, Process Improvement, Compensation Planning, Systems Strategy and..., Forecasting and..., Enterprise Systems..., Fair Value, Treasury, Regulatory Compliance, Securities, M&A experience, Private Equity, Accounting, Restructuring, Corporate Development, Managerial Finance, Personnel Management, Budgets, Forecasting, Hedge Funds, Strategy, Business Strategy, Mergers & Acquisitions, Finance, Management, Financial Services, Management Consulting, Fixed Income, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1980 — 1982
MBA
The University of Winnipeg 1977 — 1980
BA, History
Loyalist Group Limited June 2014 - June 2015
Jameson Bank November 2013 - June 2014
Northern Group of Companies June 2006 - June 2012
Consulting Services January 2004 - June 2006
CIBC June 1999 - January 2004
CIBC World Markets June 1995 - June 1999
CIBC Wood Gundy June 1991 - June 1995
CIBC Wood Gundy September 1989 - June 1991
Central Guaranty Trust January 1988 - September 1989
Skills
Capital Markets, Risk Management, Financial Modeling, Financial Analysis, Strategic Financial..., Mergers, Corporate Finance, Investor Relations, Due Diligence, Executive Management, Financial Reporting, Performance Management, GAAP, IFRS, Public Companies, Change Management, Process Improvement, Compensation Planning, Systems Strategy and..., Forecasting and..., Enterprise Systems..., Fair Value, Treasury, Regulatory Compliance, Securities, M&A experience, Private Equity, Accounting, Restructuring, Corporate Development, Managerial Finance, Personnel Management, Budgets, Forecasting, Hedge Funds, Strategy, Business Strategy, Mergers & Acquisitions, Finance, Management, Financial Services, Management Consulting, Fixed Income, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1980 — 1982
MBA
The University of Winnipeg 1977 — 1980
BA, History
Andrew Tran Andrew Tran's CIBC World Markets Experience May 2012 - August 2012
Job Analyst at Pacific Global Advisors LLC
Industry Financial Services
Experience
Pacific Global Advisors LLC September 2013 - Present
CIBC World Markets May 2012 - August 2012
Home Security May 2011 - August 2011
Toronto Micro Electronics May 2010 - July 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honors Business Administration, Business
The University of Western Ontario 2009 — 2013
Pacific Global Advisors LLC September 2013 - Present
CIBC World Markets May 2012 - August 2012
Home Security May 2011 - August 2011
Toronto Micro Electronics May 2010 - July 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honors Business Administration, Business
The University of Western Ontario 2009 — 2013
Randall Newman Randall Newman's CIBC World Markets Experience 2010 - 2012
Job Head of Product at Satisfi
Industry Investment Management
Experience
Satisfi November 2014 - Present
Right On Mobile, LLC February 2012 - Present
CIBC World Markets 2010 - 2012
CIBC World Markets 2005 - 2012
CIBC World Markets 2004 - 2010
CIBC World Markets 1998 - 2004
CIBC World Markets 1995 - 1998
Bankers Trust 1992 - 1995
Braveline Technology 1991 - 1992
Skills
Equity Trading, Equities, Trading, New Business Development, Investment Strategies, Derivatives, Start-ups, Index Arbitrage, Trading Systems, Operational Streamlining, Proprietary Trading, Bonds, Alternative Investments, ETFs, Rapid Prototyping, Electronic Trading, Prime Brokerage, Fixed Income, Chartered Financial..., Bloomberg, Technology Development, Hedge Funds, Business Startup, COO, CTO, CFA, Sys, Securities, Microsoft Excel, Managing Workflow, Options, Microsoft Access, SQL, Capital Markets, Electronic Trading...
Education
Lehigh University 1987 — 1990
BS, Industrial Engineering
Satisfi November 2014 - Present
Right On Mobile, LLC February 2012 - Present
CIBC World Markets 2010 - 2012
CIBC World Markets 2005 - 2012
CIBC World Markets 2004 - 2010
CIBC World Markets 1998 - 2004
CIBC World Markets 1995 - 1998
Bankers Trust 1992 - 1995
Braveline Technology 1991 - 1992
Skills
Equity Trading, Equities, Trading, New Business Development, Investment Strategies, Derivatives, Start-ups, Index Arbitrage, Trading Systems, Operational Streamlining, Proprietary Trading, Bonds, Alternative Investments, ETFs, Rapid Prototyping, Electronic Trading, Prime Brokerage, Fixed Income, Chartered Financial..., Bloomberg, Technology Development, Hedge Funds, Business Startup, COO, CTO, CFA, Sys, Securities, Microsoft Excel, Managing Workflow, Options, Microsoft Access, SQL, Capital Markets, Electronic Trading...
Education
Lehigh University 1987 — 1990
BS, Industrial Engineering
Nasir Aziz Nasir Aziz's CIBC World Markets Experience July 2008 - June 2013
Job AML Analyst
Industry Banking
Experience
HSBC Global Banking and Markets June 2014 - February 2015
BMO Capital Markets December 2013 - April 2014
CIBC World Markets July 2008 - June 2013
Softron Tax Services, Toronto February 2008 - May 2008
KASB Bank February 2000 - October 2005
SHELL PAKISTAN LIMITED January 1982 - August 1996
Skills
Ability to work..., decision-making, Strong organizational,..., Credit, Financial Analysis, Loans, Reconciliation, Customer Satisfaction, Account Reconciliation, Teamwork, Management, Analysis, Finance, Time Management, Microsoft Excel, Forecasting, Investments, Banking, Business Analysis, Sales, Customer Service, Microsoft Office
Education
Access 2008 — 2008
Certifications, Canadian Securities Course
Seneca College of Applied Arts and Technology 2006 — 2006
ACCPAC ACCOUNTING-MCT230, ACCOUNTING
Karachi University 1988 — 1992
Masters of Business Administration, Finance, General
Karachi University 1977 — 1979
Masters in Economics, Economics
HSBC Global Banking and Markets June 2014 - February 2015
BMO Capital Markets December 2013 - April 2014
CIBC World Markets July 2008 - June 2013
Softron Tax Services, Toronto February 2008 - May 2008
KASB Bank February 2000 - October 2005
SHELL PAKISTAN LIMITED January 1982 - August 1996
Skills
Ability to work..., decision-making, Strong organizational,..., Credit, Financial Analysis, Loans, Reconciliation, Customer Satisfaction, Account Reconciliation, Teamwork, Management, Analysis, Finance, Time Management, Microsoft Excel, Forecasting, Investments, Banking, Business Analysis, Sales, Customer Service, Microsoft Office
Education
Access 2008 — 2008
Certifications, Canadian Securities Course
Seneca College of Applied Arts and Technology 2006 — 2006
ACCPAC ACCOUNTING-MCT230, ACCOUNTING
Karachi University 1988 — 1992
Masters of Business Administration, Finance, General
Karachi University 1977 — 1979
Masters in Economics, Economics
Nauman Muzaffar Nauman Muzaffar's CIBC World Markets Experience September 2009 - May 2012
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2015 - Present
DBRS November 2013 - March 2015
Collins Recruitment Group May 2012 - November 2013
CIBC World Markets September 2009 - May 2012
JPMorgan, NY October 2006 - February 2009
JPMorgan Canada August 2003 - September 2006
Citibank Canada 2000 - 2003
Bank of Montreal 2000 - 2000
Skills
Credit, Syndications, Corporate Finance, Capital Structure, Investment Banking, Capital Markets, Fixed Income, Derivatives, Bloomberg, Equities, Debt Restructuring, Valuation, Market Risk, Financial Modeling, High Yield, Trading, Financial Risk, Credit Risk, Risk Management, Financial Analysis
Education
Lahore University of Management Sciences 1994 — 1996
MBA, Finance
University of Utah - David Eccles School of Business 1990 — 1993
Bachelor of Science, Finance
Aitchison College 1976 — 1988
High School, High School/Secondary Certificate Programs
J.P. Morgan March 2015 - Present
DBRS November 2013 - March 2015
Collins Recruitment Group May 2012 - November 2013
CIBC World Markets September 2009 - May 2012
JPMorgan, NY October 2006 - February 2009
JPMorgan Canada August 2003 - September 2006
Citibank Canada 2000 - 2003
Bank of Montreal 2000 - 2000
Skills
Credit, Syndications, Corporate Finance, Capital Structure, Investment Banking, Capital Markets, Fixed Income, Derivatives, Bloomberg, Equities, Debt Restructuring, Valuation, Market Risk, Financial Modeling, High Yield, Trading, Financial Risk, Credit Risk, Risk Management, Financial Analysis
Education
Lahore University of Management Sciences 1994 — 1996
MBA, Finance
University of Utah - David Eccles School of Business 1990 — 1993
Bachelor of Science, Finance
Aitchison College 1976 — 1988
High School, High School/Secondary Certificate Programs
Niramay . Niramay .'s CIBC World Markets Experience March 2015 - Present
Job Rotman MBA Graduate 2012
Industry Capital Markets
Experience
CIBC World Markets March 2015 - Present
CIBC World Markets December 2012 - Present
Mattel May 2011 - August 2011
IBM Global Business Services December 2009 - July 2010
Wal-Mart (via Wipro) February 2007 - December 2009
Wipro Technologies December 2006 - February 2007
Skills
Business Process..., Integration, Requirements Gathering, Strategic Planning, Strategic Consulting, Financial Markets, Microsoft Excel, Financial Modeling, Business Case, Financial Statement...
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Finance, General
Jaypee University of Information Technology 2002 — 2006
B. Tech, ECE
DAVJVM
CIBC World Markets March 2015 - Present
CIBC World Markets December 2012 - Present
Mattel May 2011 - August 2011
IBM Global Business Services December 2009 - July 2010
Wal-Mart (via Wipro) February 2007 - December 2009
Wipro Technologies December 2006 - February 2007
Skills
Business Process..., Integration, Requirements Gathering, Strategic Planning, Strategic Consulting, Financial Markets, Microsoft Excel, Financial Modeling, Business Case, Financial Statement...
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Finance, General
Jaypee University of Information Technology 2002 — 2006
B. Tech, ECE
DAVJVM
Sevda Parmar Sevda Parmar's CIBC World Markets Experience May 2005 - December 2005
Job Horticulture Technician
Industry Environmental Services
Experience
CNS Property Services and Landscaping April 2015 - August 2015
R.C. Landscaping April 2013 - October 2014
Check Mates Coat Check Service September 2008 - May 2012
CIBC January 2006 - April 2006
CIBC World Markets May 2005 - December 2005
CIBC World Markets January 2005 - May 2005
St. Andrew's Club and Conference Centre September 2004 - January 2005
Mid-Toronto Community Services October 2003 - July 2004
Greenwin Property Management Inc May 2003 - December 2003
Ontario Ministry of Transportation (Office May 2002 - September 2002
Skills
Microsoft Excel, Management, Microsoft Office, Fundraising, Outlook, Customer Service
Education
Humber College 2012 — 2013
Horticulture Pre Apprenticeship Program
Herzing College 2008 2007 — 2008
Business Administration Diploma
A.Y. Jackson Secondary School 1988 — 1991
CNS Property Services and Landscaping April 2015 - August 2015
R.C. Landscaping April 2013 - October 2014
Check Mates Coat Check Service September 2008 - May 2012
CIBC January 2006 - April 2006
CIBC World Markets May 2005 - December 2005
CIBC World Markets January 2005 - May 2005
St. Andrew's Club and Conference Centre September 2004 - January 2005
Mid-Toronto Community Services October 2003 - July 2004
Greenwin Property Management Inc May 2003 - December 2003
Ontario Ministry of Transportation (Office May 2002 - September 2002
Skills
Microsoft Excel, Management, Microsoft Office, Fundraising, Outlook, Customer Service
Education
Humber College 2012 — 2013
Horticulture Pre Apprenticeship Program
Herzing College 2008 2007 — 2008
Business Administration Diploma
A.Y. Jackson Secondary School 1988 — 1991
Shawn Lanthier Shawn Lanthier's CIBC World Markets Experience April 2007 - July 2010
Job Executive Vice President, Corporate Strategy & Integration at Shredit International
Industry Financial Services
Experience
Shred-it International May 2014 - Present
Shred-it International August 2010 - May 2014
CIBC World Markets April 2007 - July 2010
Livingston International (formerly PBB) / Canada Cartage Income Fund April 2005 - April 2007
Teachers' Private Capital 2003 - 2004
CIBC World Markets 2000 - 2003
Skills
Private Equity, Mergers, Strategy, Corporate Development, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Investment Banking, Business Strategy, Equities, B2B, Process Improvement
Education
Richard Ivey School of Business 1996 — 2000
Honors Business Administration (HBA), Business
Shred-it International May 2014 - Present
Shred-it International August 2010 - May 2014
CIBC World Markets April 2007 - July 2010
Livingston International (formerly PBB) / Canada Cartage Income Fund April 2005 - April 2007
Teachers' Private Capital 2003 - 2004
CIBC World Markets 2000 - 2003
Skills
Private Equity, Mergers, Strategy, Corporate Development, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Investment Banking, Business Strategy, Equities, B2B, Process Improvement
Education
Richard Ivey School of Business 1996 — 2000
Honors Business Administration (HBA), Business
Adam Dean Adam Dean's CIBC World Markets Experience 2005 - 2008
Job Egon Zehnder
Industry Management Consulting
Experience
Egon Zehnder 2015 - Present
CIBC 2012 - 2014
Blair Franklin Capital Partners 2010 - 2012
CIBC Capital Partners 2009 - April 2010
CIBC World Markets 2005 - 2008
CIBC World Markets 2004 - 2004
Skills
Financial Services
Education
The University of Western Ontario - Richard Ivey School of Business 2003 — 2005
MBA
Northwestern University 1997 — 1998
MS
The University of Western Ontario 1994 — 1997
BA
Egon Zehnder 2015 - Present
CIBC 2012 - 2014
Blair Franklin Capital Partners 2010 - 2012
CIBC Capital Partners 2009 - April 2010
CIBC World Markets 2005 - 2008
CIBC World Markets 2004 - 2004
Skills
Financial Services
Education
The University of Western Ontario - Richard Ivey School of Business 2003 — 2005
MBA
Northwestern University 1997 — 1998
MS
The University of Western Ontario 1994 — 1997
BA
Lisha Fan's CIBC World Markets Experience August 2015 - Present
Job Investment Banking Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - August 2014
The Globe and Mail May 2012 - August 2012
Skills
Teamwork, Public Relations, PowerPoint, Microsoft Excel, Financial Modeling, Press Releases, Corporate Finance, Microsoft Word, Bloomberg, Valuation, Financial Analysis, Economics
Education
The University of Hong Kong 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Ivey Business School at Western University 2013 — 2015
HBA, Business Administration
The University of Western Ontario 2011 — 2015
Bachelor of Science (B.Sc.), Honors Specialization in Financial Modelling
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - August 2014
The Globe and Mail May 2012 - August 2012
Skills
Teamwork, Public Relations, PowerPoint, Microsoft Excel, Financial Modeling, Press Releases, Corporate Finance, Microsoft Word, Bloomberg, Valuation, Financial Analysis, Economics
Education
The University of Hong Kong 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Ivey Business School at Western University 2013 — 2015
HBA, Business Administration
The University of Western Ontario 2011 — 2015
Bachelor of Science (B.Sc.), Honors Specialization in Financial Modelling
Phoebe Wang Phoebe Wang's CIBC World Markets Experience May 2011 — Present
Job Associate, Debt Capital Markets at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2011 — Present
Deutsche Bank, London July 2010 — August 2010
BMO Capital Markets, Toronto June 2005 — January 2009
Education
INSEAD 2010 — 2010
MBA, Finance, Management, Strategy
University of Toronto - University College 2001 — 2005
B.Comm, Finance
CIBC World Markets May 2011 — Present
Deutsche Bank, London July 2010 — August 2010
BMO Capital Markets, Toronto June 2005 — January 2009
Education
INSEAD 2010 — 2010
MBA, Finance, Management, Strategy
University of Toronto - University College 2001 — 2005
B.Comm, Finance
Sumeet Khanna's CIBC World Markets Experience May 2015 - August 2015
Job Ivey HBA Candidate 2017
Industry Financial Services
Experience
CIBC World Markets May 2015 - August 2015
The Pre-Business Students' Network (PBSN) October 2014 - April 2015
Save the Children Western April 2014 - February 2015
RBC May 2014 - August 2014
Lionhead Golf & Country Club July 2013 - September 2013
Gordon Graydon Student Activity Council September 2012 - June 2013
Kumon 2009 - 2013
Skills
Leadership, Teamwork, Event Planning, Time Management, Public Speaking, Microsoft Excel, Administration, Critical Thinking, Social Networking
Education
Ivey Business School at Western University 2015 — 2017
Bachelor’s Degree, Honors Business Administration (HBA)
Western University 2013 — 2017
Bachelor's Degree, Management and Organizational Studies
Gordon Graydon Memorial Secondary School 2009 — 2013
International Business and Technology Program, Honours
CIBC World Markets May 2015 - August 2015
The Pre-Business Students' Network (PBSN) October 2014 - April 2015
Save the Children Western April 2014 - February 2015
RBC May 2014 - August 2014
Lionhead Golf & Country Club July 2013 - September 2013
Gordon Graydon Student Activity Council September 2012 - June 2013
Kumon 2009 - 2013
Skills
Leadership, Teamwork, Event Planning, Time Management, Public Speaking, Microsoft Excel, Administration, Critical Thinking, Social Networking
Education
Ivey Business School at Western University 2015 — 2017
Bachelor’s Degree, Honors Business Administration (HBA)
Western University 2013 — 2017
Bachelor's Degree, Management and Organizational Studies
Gordon Graydon Memorial Secondary School 2009 — 2013
International Business and Technology Program, Honours
Andrew Kriegler's CIBC World Markets Experience December 1990 - August 1993
Job President & Chief Executive Officer at IIROC (Investment Industry Regulatory Organization of Canada)
Industry Financial Services
Experience
IIROC (Investment Industry Regulatory Organization of Canada) November 2014 - Present
Office of the Superintendent of Financial Institutions of Canada February 2013 - October 2014
CIBC November 2008 - August 2012
Moody's Corporation January 2007 - June 2008
Moody's Investors Service September 2000 - December 2006
Canada Trust March 1997 - May 2000
BMO Capital Markets August 1993 - March 1997
CIBC World Markets December 1990 - August 1993
Education
Richard Ivey School of Business 1988 — 1990
Master of Business Administration (MBA)
University of Toronto - University of Trinity College 1982 — 1986
Bachelor of Science (B.Sc.), Economics & Computer Science
IIROC (Investment Industry Regulatory Organization of Canada) November 2014 - Present
Office of the Superintendent of Financial Institutions of Canada February 2013 - October 2014
CIBC November 2008 - August 2012
Moody's Corporation January 2007 - June 2008
Moody's Investors Service September 2000 - December 2006
Canada Trust March 1997 - May 2000
BMO Capital Markets August 1993 - March 1997
CIBC World Markets December 1990 - August 1993
Education
Richard Ivey School of Business 1988 — 1990
Master of Business Administration (MBA)
University of Toronto - University of Trinity College 1982 — 1986
Bachelor of Science (B.Sc.), Economics & Computer Science
Daniel Friedlender Daniel Friedlender's CIBC World Markets Experience January 1997 - October 2005
Job CIO at Adriness Partners L
Industry Financial Services
Experience
Adriness Partners L.P January 2009 - Present
Millenium Partners August 2007 - September 2008
Drake Management January 2006 - August 2007
CIBC World Markets January 1997 - October 2005
DF Advisors, INC January 1989 - January 1996
Citibank, NA January 1985 - January 1988
Merrill Lynch, INC January 1978 - January 1985
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
Graduate School of Business AdministrationMaster; BS, Business Administration; Finance; Business Management
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 1973 — 1977
bs
Adriness Partners L.P January 2009 - Present
Millenium Partners August 2007 - September 2008
Drake Management January 2006 - August 2007
CIBC World Markets January 1997 - October 2005
DF Advisors, INC January 1989 - January 1996
Citibank, NA January 1985 - January 1988
Merrill Lynch, INC January 1978 - January 1985
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
Graduate School of Business AdministrationMaster; BS, Business Administration; Finance; Business Management
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 1973 — 1977
bs
Pierce Puckette Pierce Puckette's CIBC World Markets Experience 1999 - 1999
Job Desktop Support Analyst
Industry Information Technology and Services
Experience
Wes Cancel Elevator Draftsman, Inc. September 2002 - Present
Warner Music Group 2002 - 2002
HBO 2001 - 2001
INFORMATION SECURITY LABORATORY 2000 - 2001
CIBC World Markets 1999 - 1999
Paribas 1998 - 1998
HBO 1998 - 1998
1-800-FLOWERS 1997 - 1997
Novartis Pharmaceuticals 1996 - 1997
Skills
Windows, Troubleshooting, Desktop Computers, Servers, VMware, TCP/IP, Virtualization, Security, Networking, Technical Support, System Administration, XP, Computer Hardware, Hardware, BMC Remedy, Operating Systems, System Deployment, Windows 7, Access, SharePoint, Microsoft Exchange, Windows Server, Lotus Notes, VPN, Visio, Cisco Technologies, Management, Software Documentation, Printers, Software Installation, Information Technology, Windows XP, Citrix
Education
UNIVERSITY OF PHOENIX 2010 — 2012
BS, Information Technology
LaGuardia Community College 1988 — 1990
AAS, Computer Science
Queens College
Wes Cancel Elevator Draftsman, Inc. September 2002 - Present
Warner Music Group 2002 - 2002
HBO 2001 - 2001
INFORMATION SECURITY LABORATORY 2000 - 2001
CIBC World Markets 1999 - 1999
Paribas 1998 - 1998
HBO 1998 - 1998
1-800-FLOWERS 1997 - 1997
Novartis Pharmaceuticals 1996 - 1997
Skills
Windows, Troubleshooting, Desktop Computers, Servers, VMware, TCP/IP, Virtualization, Security, Networking, Technical Support, System Administration, XP, Computer Hardware, Hardware, BMC Remedy, Operating Systems, System Deployment, Windows 7, Access, SharePoint, Microsoft Exchange, Windows Server, Lotus Notes, VPN, Visio, Cisco Technologies, Management, Software Documentation, Printers, Software Installation, Information Technology, Windows XP, Citrix
Education
UNIVERSITY OF PHOENIX 2010 — 2012
BS, Information Technology
LaGuardia Community College 1988 — 1990
AAS, Computer Science
Queens College
Blane Barbour Blane Barbour's CIBC World Markets Experience September 2014 - Present
Job Fixed Income Trade Support at CIBC World Markets
Industry Consumer Services
Experience
CIBC World Markets September 2014 - Present
FXCM June 2012 - Present
The Pampered Pooch Lodge November 2011 - December 2013
Bny ConvergEx September 2007 - December 2011
Bny ConvergEx September 2007 - February 2008
Cohen & Steers February 2007 - September 2007
Cazenove Inc. May 1987 - June 2006
Swiss American Securities March 1984 - May 1987
The Bank Of New York February 1981 - March 1984
Skills
Settlement, New Business Development, Sales, Customer Service, Options, Trading, Microsoft Excel, Management, Coaching, DTC, Stocks, Microsoft Office, Operations Management, Time Management, Small Business, Sales Management, Hedge Funds
Education
LaGuardia Community College
Accounting and Finance
Queens High School
Technical Diploma, Computers
CIBC World Markets September 2014 - Present
FXCM June 2012 - Present
The Pampered Pooch Lodge November 2011 - December 2013
Bny ConvergEx September 2007 - December 2011
Bny ConvergEx September 2007 - February 2008
Cohen & Steers February 2007 - September 2007
Cazenove Inc. May 1987 - June 2006
Swiss American Securities March 1984 - May 1987
The Bank Of New York February 1981 - March 1984
Skills
Settlement, New Business Development, Sales, Customer Service, Options, Trading, Microsoft Excel, Management, Coaching, DTC, Stocks, Microsoft Office, Operations Management, Time Management, Small Business, Sales Management, Hedge Funds
Education
LaGuardia Community College
Accounting and Finance
Queens High School
Technical Diploma, Computers
Jonathan Connors Jonathan Connors's CIBC World Markets Experience July 2002 - January 2006
Job Director at WELLS FARGO SECURITIES
Industry Financial Services
Experience
Wells Fargo July 2009 - Present
Banc of America Securities January 2006 - February 2009
CIBC World Markets July 2002 - January 2006
Skills
Hedge Funds, Options, Trading, Equity Trading, Trading Systems, Derivatives, Electronic Trading, Equity Research, Financial Markets, Investment Banking, Equity Derivatives, FINRA, Bloomberg
Education
Kenyon College 1998 — 2002
Wells Fargo July 2009 - Present
Banc of America Securities January 2006 - February 2009
CIBC World Markets July 2002 - January 2006
Skills
Hedge Funds, Options, Trading, Equity Trading, Trading Systems, Derivatives, Electronic Trading, Equity Research, Financial Markets, Investment Banking, Equity Derivatives, FINRA, Bloomberg
Education
Kenyon College 1998 — 2002
Robert Moffatt Robert Moffatt's CIBC World Markets Experience September 1997 - Present
Job Senior Reporting Analyst At CIBC
Industry Banking
Experience
CIBC World Markets September 1997 - Present
CIBC May 2007 - July 2011
Skills
Credit, Business Analysis, Analytics, Relationship Management, Banking, Credit Cards, SAS, Analysis, Marketing, Databases, Marketing Strategy, Financial Services
Education
Laurentian University/Université Laurentienne 1994 — 1997
Bachelor of Arts, English, History
CIBC World Markets September 1997 - Present
CIBC May 2007 - July 2011
Skills
Credit, Business Analysis, Analytics, Relationship Management, Banking, Credit Cards, SAS, Analysis, Marketing, Databases, Marketing Strategy, Financial Services
Education
Laurentian University/Université Laurentienne 1994 — 1997
Bachelor of Arts, English, History
Steve O'Neill, MBA, CAIA's CIBC World Markets Experience 1999 - 2007
Job Manager, Healthcare of Ontario Pension Plan
Industry Financial Services
Experience
Healthcare of Ontario Pension plan January 2009 - Present
Canadian Physiotherapy Association November 2013 - Present
Matthew John Daycare October 2012 - Present
Merrill Lynch October 2007 - January 2009
CIBC World Markets 1999 - 2007
Skills
Capital Markets, Equities, Change Management, Fixed Income, Derivatives, Portfolio Management, FX Options, Bloomberg, Mutual Funds
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
Executive MBA
Wilfrid Laurier University 1994 — 1997
BBA, Business Major, Mathematics Minor
Healthcare of Ontario Pension plan January 2009 - Present
Canadian Physiotherapy Association November 2013 - Present
Matthew John Daycare October 2012 - Present
Merrill Lynch October 2007 - January 2009
CIBC World Markets 1999 - 2007
Skills
Capital Markets, Equities, Change Management, Fixed Income, Derivatives, Portfolio Management, FX Options, Bloomberg, Mutual Funds
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
Executive MBA
Wilfrid Laurier University 1994 — 1997
BBA, Business Major, Mathematics Minor
Jason Koulouras Jason Koulouras's CIBC World Markets Experience October 1997 - February 2004
Job Data and Connectivity Manager, Bridgewater Associates
Industry Capital Markets
Experience
Bridgewater Associates October 2010 - Present
CIBC July 2010 - September 2010
Self Employed March 2010 - June 2010
Canada Pension Plan Investment Board January 2009 - February 2010
CPP Investment Board January 2009 - February 2010
CPP Investment Board March 2008 - December 2008
Canada Pension Plan Investment Board March 2008 - December 2008
TSX February 2004 - March 2008
CIBC World Markets October 1997 - February 2004
CIBC October 1997 - February 2004
Skills
Vendor Management, Data Management, Business Relationship..., Data Infrastructure, Fixed Income, Market Data, Exchange Connectivity, Liquidity Management, Commodity Markets, Base Metals, Enterprise Data..., Tick Data, Reference Data, Risk Management, Enterprise Data, Business Development, Trading Systems, Capital Markets, Equities, Enterprise Software, Integration, Electronic Trading, Product Management, Management, Strategy, Financial Services, Options, Financial Markets, Securities, Derivatives, FX Options, Leadership, Low Latency, Bloomberg, Commodity, Analytics, Bonds, Hedge Funds, Swaps
Education
University of Toronto - Victoria University 2008 — 2010
Physics, Philosophy
University of Toronto - Victoria University 2008 — 2009
Major, Economic History
Witz Training 2004 — 2004
SmartManager
University of Toronto - Victoria University 1984 — 1996
Bachelor of Arts, Geography, Economics
Crescent School 1975 — 1984
Landmark Education
Landmark Forum
Bridgewater Associates October 2010 - Present
CIBC July 2010 - September 2010
Self Employed March 2010 - June 2010
Canada Pension Plan Investment Board January 2009 - February 2010
CPP Investment Board January 2009 - February 2010
CPP Investment Board March 2008 - December 2008
Canada Pension Plan Investment Board March 2008 - December 2008
TSX February 2004 - March 2008
CIBC World Markets October 1997 - February 2004
CIBC October 1997 - February 2004
Skills
Vendor Management, Data Management, Business Relationship..., Data Infrastructure, Fixed Income, Market Data, Exchange Connectivity, Liquidity Management, Commodity Markets, Base Metals, Enterprise Data..., Tick Data, Reference Data, Risk Management, Enterprise Data, Business Development, Trading Systems, Capital Markets, Equities, Enterprise Software, Integration, Electronic Trading, Product Management, Management, Strategy, Financial Services, Options, Financial Markets, Securities, Derivatives, FX Options, Leadership, Low Latency, Bloomberg, Commodity, Analytics, Bonds, Hedge Funds, Swaps
Education
University of Toronto - Victoria University 2008 — 2010
Physics, Philosophy
University of Toronto - Victoria University 2008 — 2009
Major, Economic History
Witz Training 2004 — 2004
SmartManager
University of Toronto - Victoria University 1984 — 1996
Bachelor of Arts, Geography, Economics
Crescent School 1975 — 1984
Landmark Education
Landmark Forum
Diana Fu's CIBC World Markets Experience July 2013 - September 2013
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Kilgour Williams Group May 2014 - August 2014
CIBC World Markets July 2013 - September 2013
Education
Ivey Business School at Western University 2014 — 2016
The University of Western Ontario 2012 — 2014
Bachelor of Medical Sciences (BMSc.), Honours Specialization in Interdisciplinary Medical Sciences
Unionville High School 2008 — 2012
Goldman Sachs June 2015 - Present
Kilgour Williams Group May 2014 - August 2014
CIBC World Markets July 2013 - September 2013
Education
Ivey Business School at Western University 2014 — 2016
The University of Western Ontario 2012 — 2014
Bachelor of Medical Sciences (BMSc.), Honours Specialization in Interdisciplinary Medical Sciences
Unionville High School 2008 — 2012
Taniya Gaur Taniya Gaur's CIBC World Markets Experience August 2014 - Present
Job Corporate Banking Analyst, Real Estate at CIBC World Markets
Industry Management Consulting
Experience
CIBC World Markets August 2014 - Present
Aditya Birla Group April 2012 - August 2012
AIESEC Western November 2010 - April 2012
City of Brampton June 2011 - August 2011
Government of Ontario September 2009 - June 2010
Region of Peel October 2009 - February 2010
Canada's Wonderland March 2009 - September 2009
Skills
Excel, Salesforce.com, PowerPoint, iWork, Google Docs, SharePoint, Microsoft Excel
Education
Richard Ivey School of Business 2010 — 2014
Honours Business Administration, Business Administration and Management, General
Western University 2010 — 2014
Management and Organizational Studies, Finance and Administration
Turner Fenton Secondary School 2006 — 2010
High School Diploma, International Baccalaureate Program
CIBC World Markets August 2014 - Present
Aditya Birla Group April 2012 - August 2012
AIESEC Western November 2010 - April 2012
City of Brampton June 2011 - August 2011
Government of Ontario September 2009 - June 2010
Region of Peel October 2009 - February 2010
Canada's Wonderland March 2009 - September 2009
Skills
Excel, Salesforce.com, PowerPoint, iWork, Google Docs, SharePoint, Microsoft Excel
Education
Richard Ivey School of Business 2010 — 2014
Honours Business Administration, Business Administration and Management, General
Western University 2010 — 2014
Management and Organizational Studies, Finance and Administration
Turner Fenton Secondary School 2006 — 2010
High School Diploma, International Baccalaureate Program
Daljit Bhartt Daljit Bhartt's CIBC World Markets Experience August 1999 - July 2000
Job Managing Director, Head of Technology
Industry Financial Services
Experience
ITG Canada Corp August 2000 - Present
CIBC World Markets August 1999 - July 2000
Deutsche Bank September 1998 - July 1999
Deutsche Bank September 1995 - August 1998
Skills
Electronic Trading, Trading Systems, Low Latency, Market Data, Equities, Equity Trading, Exchange Connectivity, Options, Back Office, Capital Markets, Trading Strategies, Fidessa, Money Market, Foreign Exchange, Fixed Income, FX Options, Equity Derivatives, Securities, Derivatives, Financial Markets, SOR, Solaris, Trading, Sybase, Order Management, Reference Data, Quantitative Finance, Hedge Funds, Bloomberg, IT Infrastructure..., Middle Office, Technical Analysis, Credit Derivatives, Business Analysis, Risk Management, Financial Services, SDLC, Management
Education
Imperial College London 1992 — 1995
BEng, Computer Science
ITG Canada Corp August 2000 - Present
CIBC World Markets August 1999 - July 2000
Deutsche Bank September 1998 - July 1999
Deutsche Bank September 1995 - August 1998
Skills
Electronic Trading, Trading Systems, Low Latency, Market Data, Equities, Equity Trading, Exchange Connectivity, Options, Back Office, Capital Markets, Trading Strategies, Fidessa, Money Market, Foreign Exchange, Fixed Income, FX Options, Equity Derivatives, Securities, Derivatives, Financial Markets, SOR, Solaris, Trading, Sybase, Order Management, Reference Data, Quantitative Finance, Hedge Funds, Bloomberg, IT Infrastructure..., Middle Office, Technical Analysis, Credit Derivatives, Business Analysis, Risk Management, Financial Services, SDLC, Management
Education
Imperial College London 1992 — 1995
BEng, Computer Science
Jeffrey Wlodarczak Jeffrey Wlodarczak's CIBC World Markets Experience 1999 - 2002
Job Principal and Media & Communications Analyst at Pivotal Research Group
Industry Financial Services
Experience
Pivotal Research Group 2009 - Present
Wachovia Securities, LLC 2003 - 2008
CIBC World Markets 1999 - 2002
Donaldson, Lufkin & Jenrette 1997 - 1999
ASB Capital Management 1996 - 1996
SNL Financial 1994 - 1995
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University 1990 — 1992
BA, History and Economics
Gonzaga College High School 1986 — 1988
Pivotal Research Group 2009 - Present
Wachovia Securities, LLC 2003 - 2008
CIBC World Markets 1999 - 2002
Donaldson, Lufkin & Jenrette 1997 - 1999
ASB Capital Management 1996 - 1996
SNL Financial 1994 - 1995
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University 1990 — 1992
BA, History and Economics
Gonzaga College High School 1986 — 1988
Katherine Xu Katherine Xu's CIBC World Markets Experience May 2012 - August 2012
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2014 - Present
Evercore June 2013 - August 2013
CIBC World Markets May 2012 - August 2012
Skills
Mandarin, French, Microsoft Excel, Economics, PowerPoint, Bloomberg Terminal, Capital IQ, Mergers & Acquisitions
Education
Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
City University (GB) 2013 — 2013
International Finance
University of Western Ontario 2010 — 2012
Bachelor of Arts (B.A.), Finance and Administration
Lisgar Collegiate Institute 2006 — 2010
Evercore June 2014 - Present
Evercore June 2013 - August 2013
CIBC World Markets May 2012 - August 2012
Skills
Mandarin, French, Microsoft Excel, Economics, PowerPoint, Bloomberg Terminal, Capital IQ, Mergers & Acquisitions
Education
Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
City University (GB) 2013 — 2013
International Finance
University of Western Ontario 2010 — 2012
Bachelor of Arts (B.A.), Finance and Administration
Lisgar Collegiate Institute 2006 — 2010
Amy Horrocks's CIBC World Markets Experience May 2014 - August 2014
Job Consultant at Oliver Wyman
Industry Banking
Experience
CIBC World Markets May 2014 - August 2014
CIBC May 2013 - August 2013
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honours Business Administration (HBA)
Western University 2011 — 2013
Bachelor of Arts, Honours Psychology
CIBC World Markets May 2014 - August 2014
CIBC May 2013 - August 2013
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honours Business Administration (HBA)
Western University 2011 — 2013
Bachelor of Arts, Honours Psychology
Derek Tubbs Derek Tubbs's CIBC World Markets Experience June 1996 - March 2000
Job Associate Portfolio Manager, VP Institutional Development at CornerCap Investment Counsel
Industry Financial Services
Experience
CornerCap Investment Counsel June 2013 - Present
Wells Capital Management July 2008 - January 2013
Prudential Equity Group, LLC March 2000 - August 2007
CIBC World Markets June 1996 - March 2000
Skills
Financial Services, Key Account..., Institutional Sales, Equity Capital Markets, Client Portfolio Manager, Institutional Client..., Oral & Written..., Written & Oral..., Time Management, Highly motivated..., MBA, Client Retention, Finals Presentations, Public Speaking, Consultative Selling..., High Reliability, Follow Through, Delivering projects on..., Networking, FactSet Portfolio..., Finance
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Texas A&M University 1988 — 1992
BA, Economics w/ Minor in Finance
CornerCap Investment Counsel June 2013 - Present
Wells Capital Management July 2008 - January 2013
Prudential Equity Group, LLC March 2000 - August 2007
CIBC World Markets June 1996 - March 2000
Skills
Financial Services, Key Account..., Institutional Sales, Equity Capital Markets, Client Portfolio Manager, Institutional Client..., Oral & Written..., Written & Oral..., Time Management, Highly motivated..., MBA, Client Retention, Finals Presentations, Public Speaking, Consultative Selling..., High Reliability, Follow Through, Delivering projects on..., Networking, FactSet Portfolio..., Finance
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Texas A&M University 1988 — 1992
BA, Economics w/ Minor in Finance
Ryan Bouttell Ryan Bouttell's CIBC World Markets Experience July 2012 - May 2014
Job at
Industry Financial Services
Experience
OMERS July 2015 - Present
OMERS May 2014 - July 2015
CIBC World Markets July 2012 - May 2014
Kennesaw State University January 2012 - May 2012
Skills
Financial Accounting, Finance, Financial Analysis, Investments, Teamwork, Time Management
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, GPA 3.74
OMERS July 2015 - Present
OMERS May 2014 - July 2015
CIBC World Markets July 2012 - May 2014
Kennesaw State University January 2012 - May 2012
Skills
Financial Accounting, Finance, Financial Analysis, Investments, Teamwork, Time Management
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, GPA 3.74
Javed Jussa Javed Jussa's CIBC World Markets Experience January 2008 - May 2008
Job Top Ranked Quant Equity and Macro Strategist
Industry Investment Banking
Experience
Deutsche Bank September 2009 - Present
Macquarie Group May 2008 - September 2009
CIBC World Markets January 2008 - May 2008
IBM May 2005 - January 2008
Skills
Institutional Investors, Quantitative Research, Hedge Funds, Quantitative Investment..., Technical Analysis, Machine Learning, Momentum Trading, Financial Technology, Equity Research, Investments, Bloomberg, Institutional..., Portfolio Optimization, Equities, Portfolio Management, Asset Allocation, Investment Management, Analytics, R, Quantitative Investing, Analysis, Quantitative Finance, Capital Markets, Investment Banking, Quantitative Analytics, Market Data, Asset Management, Mentoring, Career Advise
Education
Richard Ivey School of Business
Master of Business Administration (MBA), Finance, General
The University of British Columbia / UBC
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering; Minor in Computer Science
Deutsche Bank September 2009 - Present
Macquarie Group May 2008 - September 2009
CIBC World Markets January 2008 - May 2008
IBM May 2005 - January 2008
Skills
Institutional Investors, Quantitative Research, Hedge Funds, Quantitative Investment..., Technical Analysis, Machine Learning, Momentum Trading, Financial Technology, Equity Research, Investments, Bloomberg, Institutional..., Portfolio Optimization, Equities, Portfolio Management, Asset Allocation, Investment Management, Analytics, R, Quantitative Investing, Analysis, Quantitative Finance, Capital Markets, Investment Banking, Quantitative Analytics, Market Data, Asset Management, Mentoring, Career Advise
Education
Richard Ivey School of Business
Master of Business Administration (MBA), Finance, General
The University of British Columbia / UBC
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering; Minor in Computer Science
Gina Stanziola Mackenzie Gina Stanziola Mackenzie's CIBC World Markets Experience August 2002 - May 2005
Job Strategic Partnerships Manager at RapidAdvance
Industry Banking
Experience
RapidAdvance October 2013 - Present
Fora Financial May 2012 - October 2013
Affinion Group September 2010 - April 2012
Double Rock Corporation August 2009 - August 2010
Bridger Commercial Funding August 2005 - November 2008
CIBC World Markets August 2002 - May 2005
Credit Suisse First Boston / CSFB May 1998 - May 2003
Coopers & Lybrand June 1995 - October 1998
Prudential Insurance October 1997 - May 1998
Skills
Banking, Investments, Credit, Real Estate, Loan Origination, Business Development, Mortgage Lending, Loans, Underwriting, Equities
Education
New York University 2000 — 2002
MS, Real Estate Finance
Lehigh University 1991 — 1995
BS, Finance, General
The Pingry School 1989 — 1991
General
RapidAdvance October 2013 - Present
Fora Financial May 2012 - October 2013
Affinion Group September 2010 - April 2012
Double Rock Corporation August 2009 - August 2010
Bridger Commercial Funding August 2005 - November 2008
CIBC World Markets August 2002 - May 2005
Credit Suisse First Boston / CSFB May 1998 - May 2003
Coopers & Lybrand June 1995 - October 1998
Prudential Insurance October 1997 - May 1998
Skills
Banking, Investments, Credit, Real Estate, Loan Origination, Business Development, Mortgage Lending, Loans, Underwriting, Equities
Education
New York University 2000 — 2002
MS, Real Estate Finance
Lehigh University 1991 — 1995
BS, Finance, General
The Pingry School 1989 — 1991
General
David Zhang David Zhang's CIBC World Markets Experience May 2010 - August 2010
Job Associate at Silver Lake Partners
Industry Venture Capital & Private Equity
Experience
Silver Lake Partners April 2013 - Present
Credit Suisse July 2012 - April 2013
Shore Up 2011 - 2012
Richard Ivey School of Business September 2011 - December 2011
Credit Suisse June 2011 - August 2011
CIBC World Markets May 2010 - August 2010
Rotman School of Management May 2009 - July 2010
Rotman School of Management September 2009 - December 2009
RBC Dominion Securities May 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Microsoft Excel, VBA, Due Diligence, Finance, Capital IQ, PowerPoint, Mergers & Acquisitions, Investments, Equities, Portfolio Management, Private Equity, Corporate Finance, Microsoft PowerPoint, Java, LBO, Financial Analysis, Investing
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management 2008 — 2010
Bachelor of Commerce, Finance and Economics
Silver Lake Partners April 2013 - Present
Credit Suisse July 2012 - April 2013
Shore Up 2011 - 2012
Richard Ivey School of Business September 2011 - December 2011
Credit Suisse June 2011 - August 2011
CIBC World Markets May 2010 - August 2010
Rotman School of Management May 2009 - July 2010
Rotman School of Management September 2009 - December 2009
RBC Dominion Securities May 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Microsoft Excel, VBA, Due Diligence, Finance, Capital IQ, PowerPoint, Mergers & Acquisitions, Investments, Equities, Portfolio Management, Private Equity, Corporate Finance, Microsoft PowerPoint, Java, LBO, Financial Analysis, Investing
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management 2008 — 2010
Bachelor of Commerce, Finance and Economics
Gietha Murugiah Gietha Murugiah's CIBC World Markets Experience May 2011 - August 2011
Job Private Equity Analyst at Developing World Markets
Industry Venture Capital & Private Equity
Experience
Developing World Markets November 2014 - Present
Evercore Partners June 2013 - October 2014
Origin Merchant Partners May 2012 - August 2012
CIBC World Markets May 2011 - August 2011
CIBC May 2010 - September 2010
Y&F - A Junior Achievement of Ontario Company November 2008 - April 2009
Skills
Banking, Microsoft Excel, Corporate Finance, Financial Modeling, Investment Banking, Teamwork, Financial Analysis, Finance, Time Management, Mergers & Acquisitions, Capital Markets
Education
Richard Ivey School of Business 2009 — 2013
HBA, Finance
Albert Campbell Collegiate Institute 2005 — 2009
High School Diploma
Developing World Markets November 2014 - Present
Evercore Partners June 2013 - October 2014
Origin Merchant Partners May 2012 - August 2012
CIBC World Markets May 2011 - August 2011
CIBC May 2010 - September 2010
Y&F - A Junior Achievement of Ontario Company November 2008 - April 2009
Skills
Banking, Microsoft Excel, Corporate Finance, Financial Modeling, Investment Banking, Teamwork, Financial Analysis, Finance, Time Management, Mergers & Acquisitions, Capital Markets
Education
Richard Ivey School of Business 2009 — 2013
HBA, Finance
Albert Campbell Collegiate Institute 2005 — 2009
High School Diploma
Christopher Shelley's CIBC World Markets Experience September 1995 - September 2001
Job Superior Customer Service
Industry Financial Services
Experience
Ronetco Supermarkets Inc August 2015 - Present
Renetco Supermarkets April 2015 - August 2015
Natixis North America September 2013 - June 2014
BNY Mellon July 2012 - December 2012
Société Générale March 2011 - August 2011
The Depository Trust & Clearing Corporation November 2008 - January 2011
WaMu Capital Corp September 2003 - April 2008
ABN AMRO Bank N.V. September 2001 - September 2003
CIBC World Markets September 1995 - September 2001
SG Warburg November 1991 - July 1995
Skills
Fixed Income, Bloomberg, Trading, Settlements, Middle Office, MBS, Reconciliation, Asset Management, Bonds, Banking, Risk Management, Securities, Investments, Back Office, Derivatives, Financial Analysis, Funding, Capital Markets, Customer Relations, Business Analysis, Investment Banking, Valuation, Compliance, Financial Markets, Risk, Trading Systems, Credit, Excel, Access, Vendor Management, Microsoft Office, Problem Solving, Accounting, Documentation, Strategic Planning, Options, Cash Management, Financial Reporting, Structured Finance, Process Engineering, Impact System, Broadridge, Settlement, Account Reconciliation, Equities, Microsoft Excel, Customer Service, Prime Brokerage, Hedging, Hedge Funds
Education
Kingsborough Community College 1982 — 1984
Liberal Arts and Sciences/Liberal Studies
Kingsborough Community College 1982 — 1984
Ronetco Supermarkets Inc August 2015 - Present
Renetco Supermarkets April 2015 - August 2015
Natixis North America September 2013 - June 2014
BNY Mellon July 2012 - December 2012
Société Générale March 2011 - August 2011
The Depository Trust & Clearing Corporation November 2008 - January 2011
WaMu Capital Corp September 2003 - April 2008
ABN AMRO Bank N.V. September 2001 - September 2003
CIBC World Markets September 1995 - September 2001
SG Warburg November 1991 - July 1995
Skills
Fixed Income, Bloomberg, Trading, Settlements, Middle Office, MBS, Reconciliation, Asset Management, Bonds, Banking, Risk Management, Securities, Investments, Back Office, Derivatives, Financial Analysis, Funding, Capital Markets, Customer Relations, Business Analysis, Investment Banking, Valuation, Compliance, Financial Markets, Risk, Trading Systems, Credit, Excel, Access, Vendor Management, Microsoft Office, Problem Solving, Accounting, Documentation, Strategic Planning, Options, Cash Management, Financial Reporting, Structured Finance, Process Engineering, Impact System, Broadridge, Settlement, Account Reconciliation, Equities, Microsoft Excel, Customer Service, Prime Brokerage, Hedging, Hedge Funds
Education
Kingsborough Community College 1982 — 1984
Liberal Arts and Sciences/Liberal Studies
Kingsborough Community College 1982 — 1984
Alex Lebedzeu Alex Lebedzeu's CIBC World Markets Experience May 2012 - September 2012
Job Financial Analyst (CA Training Program) at CIBC
Industry Accounting
Experience
CIBC December 2014 - Present
CIBC Internal Audit September 2013 - November 2014
CIBC World Markets May 2012 - September 2012
World Wide Meat Wholesale May 2011 - September 2011
Mik Company Auto Export February 2008 - November 2010
W.T. Lynch Foods Limited May 2010 - September 2010
Skills
Analysis, Analytical Skills, Financial Modeling, Management, Microsoft Excel
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honours Business Administration, Accounting and Audt
University of Toronto - Rotman School of Management 2009 — 2010
Bachelor of Commerce, Commerce
CIBC December 2014 - Present
CIBC Internal Audit September 2013 - November 2014
CIBC World Markets May 2012 - September 2012
World Wide Meat Wholesale May 2011 - September 2011
Mik Company Auto Export February 2008 - November 2010
W.T. Lynch Foods Limited May 2010 - September 2010
Skills
Analysis, Analytical Skills, Financial Modeling, Management, Microsoft Excel
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honours Business Administration, Accounting and Audt
University of Toronto - Rotman School of Management 2009 — 2010
Bachelor of Commerce, Commerce
Jonathan Szwec's CIBC World Markets Experience 2014 - 2015
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2015 - Present
CIBC World Markets 2014 - 2015
Ivey Business School September 2013 - April 2014
CIBC World Markets May 2013 - August 2013
Scotiabank 2011 - 2012
Skills
Banking, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Bloomberg, Corporate Finance, Data Analysis, Teamwork, Microsoft Excel, PowerPoint
Education
Ivey Business School at Western University 2010 — 2014
HBA, Finance, Dean's Honor List (top 25% throughout program), With Distinction
The University of Western Ontario 2010 — 2012
English Literature, Completed second year with a 3.9/4.0 GPA
Crescent School 2000 — 2010
Secondary School
Moelis & Company 2015 - Present
CIBC World Markets 2014 - 2015
Ivey Business School September 2013 - April 2014
CIBC World Markets May 2013 - August 2013
Scotiabank 2011 - 2012
Skills
Banking, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Bloomberg, Corporate Finance, Data Analysis, Teamwork, Microsoft Excel, PowerPoint
Education
Ivey Business School at Western University 2010 — 2014
HBA, Finance, Dean's Honor List (top 25% throughout program), With Distinction
The University of Western Ontario 2010 — 2012
English Literature, Completed second year with a 3.9/4.0 GPA
Crescent School 2000 — 2010
Secondary School
Benjamin Yu's CIBC World Markets Experience July 1999 - August 2002
Job Senior Director, Development & Acquisitions at Irvine Company
Industry Real Estate
Experience
Irvine Company May 2014 - Present
Caisson Capital Partners February 2013 - May 2014
Forest City Enterprises June 2006 - February 2013
ClearWater Capital Partners May 2004 - May 2005
FA Technology Ventures September 2002 - May 2004
CIBC World Markets July 1999 - August 2002
PricewaterhouseCoopers, LLC September 1997 - July 1999
Merrill Lynch 1995 - 1997
Skills
Commercial Mortgages, Real Estate, Commercial Real Estate, Consulting, Real Estate Transactions, Financial Modeling, Acquisitions, Valuation, Management, Property Management, Business Strategy, Real Estate Private..., Private Equity, Residential Homes, Investment Properties, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate and Finance
University of Southern California - Marshall School of Business 1995 — 1997
BS, Finance
Alhambra High School
Alhambra High School
INSEAD
Leadership SF
Irvine Company May 2014 - Present
Caisson Capital Partners February 2013 - May 2014
Forest City Enterprises June 2006 - February 2013
ClearWater Capital Partners May 2004 - May 2005
FA Technology Ventures September 2002 - May 2004
CIBC World Markets July 1999 - August 2002
PricewaterhouseCoopers, LLC September 1997 - July 1999
Merrill Lynch 1995 - 1997
Skills
Commercial Mortgages, Real Estate, Commercial Real Estate, Consulting, Real Estate Transactions, Financial Modeling, Acquisitions, Valuation, Management, Property Management, Business Strategy, Real Estate Private..., Private Equity, Residential Homes, Investment Properties, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate and Finance
University of Southern California - Marshall School of Business 1995 — 1997
BS, Finance
Alhambra High School
Alhambra High School
INSEAD
Leadership SF
Shivek Ratnaswamy's CIBC World Markets Experience May 2013 - August 2013
Job Senior Associate at Invico Capital Corporation
Industry Investment Management
Experience
Invico Capital Corporation November 2014 - Present
Invico Capital Corporation 2013 - November 2014
CIBC World Markets May 2013 - August 2013
Chase 2010 - 2012
HSBC 2009 - 2010
Bank of America 2007 - 2009
UNESCO May 2006 - August 2006
United Nations Environment Programme May 2005 - August 2005
Skills
Credit Risk, Financial Modeling, Credit, Credit Analysis, Finance, Corporate Finance, Financial Analysis, Capital Markets, Valuation, Derivatives, Banking, SAS, Consumer Lending, Analysis, Credit Cards, Portfolio Management, Private Equity, Debt & Equity Financing, Investments
Education
Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Finance, 3.6 GPA
Invico Capital Corporation November 2014 - Present
Invico Capital Corporation 2013 - November 2014
CIBC World Markets May 2013 - August 2013
Chase 2010 - 2012
HSBC 2009 - 2010
Bank of America 2007 - 2009
UNESCO May 2006 - August 2006
United Nations Environment Programme May 2005 - August 2005
Skills
Credit Risk, Financial Modeling, Credit, Credit Analysis, Finance, Corporate Finance, Financial Analysis, Capital Markets, Valuation, Derivatives, Banking, SAS, Consumer Lending, Analysis, Credit Cards, Portfolio Management, Private Equity, Debt & Equity Financing, Investments
Education
Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Finance, 3.6 GPA
Sherry Hanamean's CIBC World Markets Experience August 1985 - January 2002
Job Accounting Professional
Industry Accounting
Experience
Dallas Mower and Motorsports May 2005 - April 2008
Michaels Arts and Crafts October 2002 - May 2006
CIBC World Markets August 1985 - January 2002
Education
Kennesaw State University
B.B.A., Accounting
Dallas Mower and Motorsports May 2005 - April 2008
Michaels Arts and Crafts October 2002 - May 2006
CIBC World Markets August 1985 - January 2002
Education
Kennesaw State University
B.B.A., Accounting
Sreenu Tadavarthy Sreenu Tadavarthy's CIBC World Markets Experience 1997 - 1999
Job
Industry Investment Banking
Experience
Loop Capital Markets January 2013 - September 2015
TTK Partners, LLC 2003 - 2013
Bear, Stearns & Co. Inc. 1999 - 2002
CIBC World Markets 1997 - 1999
Price Waterhouse LLP 1993 - 1995
Skills
Investment Banking, Corporate Development, Divestitures, Mergers, Acquisitions, Joint Ventures, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Private Equity, Leveraged Finance, Business Strategy, Negotiation, Cross-border..., Carve-outs, Acquisition Integration, Buyouts, Capital Raising, Emerging Markets, LBO, M&A experience, Mergers & Acquisitions, Deal Sourcing, Management
Education
Northwestern University 1988 — 1993
B.S., Industrial Engineering
Kansai Gaidai University 1990 — 1991
Program of Asian Studies
Eden Prairie High School 1984 — 1988
Loop Capital Markets January 2013 - September 2015
TTK Partners, LLC 2003 - 2013
Bear, Stearns & Co. Inc. 1999 - 2002
CIBC World Markets 1997 - 1999
Price Waterhouse LLP 1993 - 1995
Skills
Investment Banking, Corporate Development, Divestitures, Mergers, Acquisitions, Joint Ventures, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Private Equity, Leveraged Finance, Business Strategy, Negotiation, Cross-border..., Carve-outs, Acquisition Integration, Buyouts, Capital Raising, Emerging Markets, LBO, M&A experience, Mergers & Acquisitions, Deal Sourcing, Management
Education
Northwestern University 1988 — 1993
B.S., Industrial Engineering
Kansai Gaidai University 1990 — 1991
Program of Asian Studies
Eden Prairie High School 1984 — 1988
Bryan Sinclair Bryan Sinclair's CIBC World Markets Experience July 2013 - August 2015
Job Associate at Partners Value Investments Inc.
Industry Capital Markets
Experience
Partners Value Investments Inc. August 2015 - Present
CIBC World Markets July 2013 - August 2015
CIBC World Markets August 2012 - July 2013
Education
Ivey Business School at Western University 2010 — 2012
Honours Business Administration, Finance, General
Western University 2008 — 2010
Partners Value Investments Inc. August 2015 - Present
CIBC World Markets July 2013 - August 2015
CIBC World Markets August 2012 - July 2013
Education
Ivey Business School at Western University 2010 — 2012
Honours Business Administration, Finance, General
Western University 2008 — 2010
Neil Weber Neil Weber's CIBC World Markets Experience 2001 - 2004
Job Institutional Equity Sales Canada at Raymond James
Industry Financial Services
Experience
Raymond James May 2004 - Present
CIBC World Markets 2001 - 2004
CIBC World Markets 1998 - 2001
Skills
Investments, Capital Markets, Alternative Investments, Portfolio Management, Business Strategy, Equities, Hedge Funds, Equity Research, Asset Management, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Bloomberg
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
McGill University
B Comm
Raymond James May 2004 - Present
CIBC World Markets 2001 - 2004
CIBC World Markets 1998 - 2001
Skills
Investments, Capital Markets, Alternative Investments, Portfolio Management, Business Strategy, Equities, Hedge Funds, Equity Research, Asset Management, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Bloomberg
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
McGill University
B Comm
Peter Williams Peter Williams's CIBC World Markets Experience June 2004 - January 2008
Job Founder & CEO ACE Portal
Industry Financial Services
Experience
ACE Portal July 2009 - Present
Legumex Walker Inc. July 2011 - Present
Hayden Capital Corp September 2005 - Present
Oppenheimer & Co. January 2008 - February 2009
CIBC World Markets June 2004 - January 2008
Credit Suisse First Boston January 2002 - June 2004
Donaldson, Lufkin & Jenrette July 2001 - January 2002
Skills
Mergers & Acquisitions, Private Placements, Private Equity, Investment Banking, Capital Markets, Corporate Development, Equities, Investments, IPO, Portfolio Management, Structured Finance, Securities, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA
Queen's University 1991 — 1995
BScE, Mechanical Engineering
ACE Portal July 2009 - Present
Legumex Walker Inc. July 2011 - Present
Hayden Capital Corp September 2005 - Present
Oppenheimer & Co. January 2008 - February 2009
CIBC World Markets June 2004 - January 2008
Credit Suisse First Boston January 2002 - June 2004
Donaldson, Lufkin & Jenrette July 2001 - January 2002
Skills
Mergers & Acquisitions, Private Placements, Private Equity, Investment Banking, Capital Markets, Corporate Development, Equities, Investments, IPO, Portfolio Management, Structured Finance, Securities, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA
Queen's University 1991 — 1995
BScE, Mechanical Engineering
Kent McCrea Kent McCrea's CIBC World Markets Experience July 2002 - July 2006
Job Chief Operating Officer at Procom
Industry Information Technology and Services
Experience
Procom May 2015 - Present
Procom April 2009 - Present
Keous Solutions January 2012 - Present
Keous Solutions July 2007 - January 2012
Procom May 2006 - April 2009
CIBC World Markets July 2002 - July 2006
Skills
Contract Recruitment, Technical Recruiting, Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Business Strategy, Sales Management, Sales, Management, Account Management, Recruiting, Strategy, Leadership, Business Process, Project Management, Competitive Analysis, Consulting, Integration, Business Analysis, Change Management
Education
University of Toronto - Rotman School of Management 2007 — 2008
Master of Business Administration (MBA)
Wilfrid Laurier University 1997 — 2002
HBBA, Finance
Kansai Gaidai University 2000 — 2000
Exchange Program, Business Administration and Management, General
Procom May 2015 - Present
Procom April 2009 - Present
Keous Solutions January 2012 - Present
Keous Solutions July 2007 - January 2012
Procom May 2006 - April 2009
CIBC World Markets July 2002 - July 2006
Skills
Contract Recruitment, Technical Recruiting, Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Business Strategy, Sales Management, Sales, Management, Account Management, Recruiting, Strategy, Leadership, Business Process, Project Management, Competitive Analysis, Consulting, Integration, Business Analysis, Change Management
Education
University of Toronto - Rotman School of Management 2007 — 2008
Master of Business Administration (MBA)
Wilfrid Laurier University 1997 — 2002
HBBA, Finance
Kansai Gaidai University 2000 — 2000
Exchange Program, Business Administration and Management, General
Katie Talbot's CIBC World Markets Experience January 2015 - June 2015
Job Institutional Equity Sales at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets January 2015 - June 2015
CIBC World Markets August 2012 - December 2014
CIBC World Markets May 2011 - August 2011
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Economics, Strategy, Investment Banking, Private Equity, Finance, Investments
Education
Ivey Business School at Western University 2008 — 2012
Honours Business Administration
Ivey Business School at Western University 2008 — 2012
HBA
CIBC World Markets January 2015 - June 2015
CIBC World Markets August 2012 - December 2014
CIBC World Markets May 2011 - August 2011
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Economics, Strategy, Investment Banking, Private Equity, Finance, Investments
Education
Ivey Business School at Western University 2008 — 2012
Honours Business Administration
Ivey Business School at Western University 2008 — 2012
HBA
Raja Uppuluri MBA MScE Raja Uppuluri MBA MScE's CIBC World Markets Experience 2011 - Present
Job Associate at CIBC CMT and Director at Uppuvest Investments Corp.
Industry Financial Services
Experience
Uppuvest Investments Corporation 2013 - Present
CIBC World Markets 2011 - Present
CIBC World Markets 2010 - 2011
CIBC World Markets 2010 - 2010
Lester Asset Management May 2009 - August 2009
Desautels Capital Management 2009 - 2009
MDA 2005 - 2008
Skills
Derivatives, Currency, E-commerce, Fixed Income, Client Integration, Cross Selling, Technical Analysis, Bloomberg, Business Strategy, Capital Markets
Education
Canadian Securities Institute (CSI) 2010 — 2010
Canadian Securities Course (CSC)
McGill University 2008 — 2010
MBA, Finance
University of New Brunswick 2003 — 2005
MScE, Engineering
Jawaharlal Nehru Technological University 1999 — 2002
Btech, Mechanical Engineering
CGTM
CSC
Derivative Fundamentals
Tanuku
Uppuvest Investments Corporation 2013 - Present
CIBC World Markets 2011 - Present
CIBC World Markets 2010 - 2011
CIBC World Markets 2010 - 2010
Lester Asset Management May 2009 - August 2009
Desautels Capital Management 2009 - 2009
MDA 2005 - 2008
Skills
Derivatives, Currency, E-commerce, Fixed Income, Client Integration, Cross Selling, Technical Analysis, Bloomberg, Business Strategy, Capital Markets
Education
Canadian Securities Institute (CSI) 2010 — 2010
Canadian Securities Course (CSC)
McGill University 2008 — 2010
MBA, Finance
University of New Brunswick 2003 — 2005
MScE, Engineering
Jawaharlal Nehru Technological University 1999 — 2002
Btech, Mechanical Engineering
CGTM
CSC
Derivative Fundamentals
Tanuku
Selwyn Collaço, MBA, PMP Selwyn Collaço, MBA, PMP's CIBC World Markets Experience 2002 - 2005
Job Senior Director, Information & Client Management Technology at CIBC Wholesale Banking Technology
Industry Information Technology and Services
Experience
CIBC Wholesale Banking February 2009 - Present
Bank of Montreal April 2007 - February 2009
Bank of Montreal 2005 - 2007
CIBC World Markets 2002 - 2005
CIBC World Markets 2001 - 2002
CIBC World Markets 2000 - 2001
PepsiCo Canada October 1997 - 2000
Skills
Software Project..., SDLC, IT Strategy, Risk Management, Business Analysis, Capital Markets, Financial Risk, Equities, Business Intelligence, Credit, Vendor Management, Project Delivery, Data Warehousing, Data Modeling, Solution Architecture, Team Leadership, CRM, Banking, Requirements Analysis, Business Process..., Strategy, Enterprise Software, Outsourcing, Project Management, PMO, Requirements Gathering, Integration, Project Portfolio..., IT Management, Business Development, Information Technology, Cloud Computing, Salesforce.com, Management, Business Process..., ITIL, Enterprise Architecture, IT Service Management, Business Process, Disaster Recovery, PMP, Visio, Governance
Education
Ivey Business School at Western University 2013 — 2015
Master of Business Administration (MBA)
York University - Schulich School of Business 2012 — 2012
Certificate in Strategic Enterprise Analysis and Consulting Skills
Ryerson University
Loyola high school
CIBC Wholesale Banking February 2009 - Present
Bank of Montreal April 2007 - February 2009
Bank of Montreal 2005 - 2007
CIBC World Markets 2002 - 2005
CIBC World Markets 2001 - 2002
CIBC World Markets 2000 - 2001
PepsiCo Canada October 1997 - 2000
Skills
Software Project..., SDLC, IT Strategy, Risk Management, Business Analysis, Capital Markets, Financial Risk, Equities, Business Intelligence, Credit, Vendor Management, Project Delivery, Data Warehousing, Data Modeling, Solution Architecture, Team Leadership, CRM, Banking, Requirements Analysis, Business Process..., Strategy, Enterprise Software, Outsourcing, Project Management, PMO, Requirements Gathering, Integration, Project Portfolio..., IT Management, Business Development, Information Technology, Cloud Computing, Salesforce.com, Management, Business Process..., ITIL, Enterprise Architecture, IT Service Management, Business Process, Disaster Recovery, PMP, Visio, Governance
Education
Ivey Business School at Western University 2013 — 2015
Master of Business Administration (MBA)
York University - Schulich School of Business 2012 — 2012
Certificate in Strategic Enterprise Analysis and Consulting Skills
Ryerson University
Loyola high school
Toni Loconte-Sabatelli Toni Loconte-Sabatelli's CIBC World Markets Experience November 1999 - June 2003
Job Sales assistant at Arizona Beverage Co.
Industry Food & Beverages
Experience
Arizona Beverage Co. March 2009 - Present
Arizona Beverages March 2009 - Present
Fountain Mason & Building Supply May 2006 - March 2009
Gourmet Grill Restaurant April 2005 - April 2006
Certified Management & Maintenance Corp May 2004 - April 2005
CIBC World Markets November 1999 - June 2003
Wall Street Equities, Inc April 1996 - June 1999
Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Microsoft Excel, Microsoft Office, Microsoft Word, Payroll, PowerPoint, Sales, Team Leadership, Teamwork, Account Management, Customer Service, Management, Sales Management
Education
Kingsborough Community College
Arizona Beverage Co. March 2009 - Present
Arizona Beverages March 2009 - Present
Fountain Mason & Building Supply May 2006 - March 2009
Gourmet Grill Restaurant April 2005 - April 2006
Certified Management & Maintenance Corp May 2004 - April 2005
CIBC World Markets November 1999 - June 2003
Wall Street Equities, Inc April 1996 - June 1999
Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Microsoft Excel, Microsoft Office, Microsoft Word, Payroll, PowerPoint, Sales, Team Leadership, Teamwork, Account Management, Customer Service, Management, Sales Management
Education
Kingsborough Community College
Rishi Chawla, MBA Rishi Chawla, MBA's CIBC World Markets Experience 2003 - 2004
Job Accenture Strategy Business Strategy Manager
Industry Management Consulting
Experience
Accenture March 2011 - Present
Accenture September 2008 - February 2011
Accenture January 2007 - August 2008
IBM Global Business Services January 2005 - August 2005
CIBC World Markets 2003 - 2004
Citibank 2002 - 2003
Skills
Requirements Analysis, Business Analysis, SAP, Consulting, Management Consulting, Project Management, Business Process..., Banking, Strategy, Process Improvement, Financial Services, Business Process, Business Intelligence, Business Strategy, IT Strategy, Business Transformation, Financial Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA)
University of Waterloo 2001 — 2006
B.A, Economics
Accenture March 2011 - Present
Accenture September 2008 - February 2011
Accenture January 2007 - August 2008
IBM Global Business Services January 2005 - August 2005
CIBC World Markets 2003 - 2004
Citibank 2002 - 2003
Skills
Requirements Analysis, Business Analysis, SAP, Consulting, Management Consulting, Project Management, Business Process..., Banking, Strategy, Process Improvement, Financial Services, Business Process, Business Intelligence, Business Strategy, IT Strategy, Business Transformation, Financial Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA)
University of Waterloo 2001 — 2006
B.A, Economics
Daniela Cingari Daniela Cingari's CIBC World Markets Experience September 2001 - November 2002
Job Billing Supervisor at Dr. Tong Hao
Industry Computer Software
Experience
Dr. Tong Hao September 2014 - Present
Dr. Melissa Rivera Marano, PSY November 2011 - Present
Robertsville Elementary September 2013 - November 2014
Robertsville Elementary September 2012 - June 2013
Dr. Orlando Mills/Family Practice February 2011 - November 2011
HTALLC June 2008 - August 2009
MDY Advanced Technologies April 2003 - September 2006
CIBC World Markets September 2001 - November 2002
MDY Advanced Technologies November 1999 - September 2001
Archer Management Services October 1997 - November 1999
Skills
Budgets, Business Analysis
Education
Kingsborough Community College 1989 — 1991
AS, Business Administration
Dr. Tong Hao September 2014 - Present
Dr. Melissa Rivera Marano, PSY November 2011 - Present
Robertsville Elementary September 2013 - November 2014
Robertsville Elementary September 2012 - June 2013
Dr. Orlando Mills/Family Practice February 2011 - November 2011
HTALLC June 2008 - August 2009
MDY Advanced Technologies April 2003 - September 2006
CIBC World Markets September 2001 - November 2002
MDY Advanced Technologies November 1999 - September 2001
Archer Management Services October 1997 - November 1999
Skills
Budgets, Business Analysis
Education
Kingsborough Community College 1989 — 1991
AS, Business Administration
Laura Ross Laura Ross's CIBC World Markets Experience 1990 - 1995
Job Consultant at L Ross Consulting
Industry Investment Management
Experience
L Ross Consulting August 2012 - Present
MacNicol & Associates Asset Management September 2001 - August 2012
CIBC Wealth Management 1995 - 2000
CIBC World Markets 1990 - 1995
Coldwell Banker Real Estate 1988 - 1988
BMO Nesbitt Burns 1985 - 1987
BMO Nesbitt Burns 1985 - 1987
Skills
Investments, Risk Management, Wealth Management, Equities, Wealth Management..., Asset Managment, Investment Management, Portfolio Management, High Net Worth..., Mergers, Real Estate Private..., Fund Of Funds, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance and Real Estate
Huron University College 1982 — 1985
BA - Admin Studies, Finance
Neuchatel Junior College 1981 — 1982
Grade 13, High School/Secondary Diplomas and Certificates
Stephen Leacock Collegiate Institute 1978 — 1982
Grade 13 Diploma
L Ross Consulting August 2012 - Present
MacNicol & Associates Asset Management September 2001 - August 2012
CIBC Wealth Management 1995 - 2000
CIBC World Markets 1990 - 1995
Coldwell Banker Real Estate 1988 - 1988
BMO Nesbitt Burns 1985 - 1987
BMO Nesbitt Burns 1985 - 1987
Skills
Investments, Risk Management, Wealth Management, Equities, Wealth Management..., Asset Managment, Investment Management, Portfolio Management, High Net Worth..., Mergers, Real Estate Private..., Fund Of Funds, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance and Real Estate
Huron University College 1982 — 1985
BA - Admin Studies, Finance
Neuchatel Junior College 1981 — 1982
Grade 13, High School/Secondary Diplomas and Certificates
Stephen Leacock Collegiate Institute 1978 — 1982
Grade 13 Diploma
Pranit Tukrel's CIBC World Markets Experience May 2014 - August 2014
Job Ivey Business School HBA Candidate
Industry Investment Banking
Experience
Evercore June 2015 - August 2015
CIBC World Markets May 2014 - August 2014
Student Tutoring Service May 2012 - July 2014
Skills
Business Analysis, Microsoft Office, Project Management, Microsoft Excel, Customer Service, Teamwork, Marketing, Public Speaking, Analysis, Management, Online Marketing, Sports, Time Management, Social Media, Research
Education
Ivey Business School at Western University 2012 — 2016
Bachelor of Arts (B.A.) (Honours), Business Administaration, Finance, 3.86/4.0 (first two years)
Western University 2012 — 2014
Economics (Honors)
Upper Canada College 2007 — 2012
IB Diploma and OSSD Diploma, 94.5%
Evercore June 2015 - August 2015
CIBC World Markets May 2014 - August 2014
Student Tutoring Service May 2012 - July 2014
Skills
Business Analysis, Microsoft Office, Project Management, Microsoft Excel, Customer Service, Teamwork, Marketing, Public Speaking, Analysis, Management, Online Marketing, Sports, Time Management, Social Media, Research
Education
Ivey Business School at Western University 2012 — 2016
Bachelor of Arts (B.A.) (Honours), Business Administaration, Finance, 3.86/4.0 (first two years)
Western University 2012 — 2014
Economics (Honors)
Upper Canada College 2007 — 2012
IB Diploma and OSSD Diploma, 94.5%
Howard Berkis's CIBC World Markets Experience February 2002 - March 2004
Job Vice President, Information Security at Jefferies & Company
Industry Computer & Network Security
Experience
Jefferies & Company December 2010 - Present
Jefferies & Company October 2006 - December 2010
Mithril Technology January 2006 - October 2006
CIBC March 2004 - December 2005
CIBC World Markets February 2002 - March 2004
CIBC World Markets August 2000 - February 2002
CIBC World Markets June 1999 - August 2000
Oppenheimer & Co., Inc. November 1997 - June 1999
Oppenheimer & Co., Inc. June 1996 - November 1997
Oppenheimer & Co., Inc. May 1994 - June 1996
Skills
SIEM, Policy, Proxy, Firewalls, VPN, Security Policy, IDS, Project Management, Auditing, WiFi, Information Security..., Information Security, Disaster Recovery, Security, CISSP, Infrastructure, IT Strategy, IT Audit, Data Center, IT Management, Networking, Network Security, Vulnerability Management, Computer Security, Business Continuity, Checkpoint, Enterprise Software, Governance
Education
Iona College 1991 — 1997
BA, Computer Science
Rockland Community College 1990 — 1991
AA, Computer Science
Jefferies & Company December 2010 - Present
Jefferies & Company October 2006 - December 2010
Mithril Technology January 2006 - October 2006
CIBC March 2004 - December 2005
CIBC World Markets February 2002 - March 2004
CIBC World Markets August 2000 - February 2002
CIBC World Markets June 1999 - August 2000
Oppenheimer & Co., Inc. November 1997 - June 1999
Oppenheimer & Co., Inc. June 1996 - November 1997
Oppenheimer & Co., Inc. May 1994 - June 1996
Skills
SIEM, Policy, Proxy, Firewalls, VPN, Security Policy, IDS, Project Management, Auditing, WiFi, Information Security..., Information Security, Disaster Recovery, Security, CISSP, Infrastructure, IT Strategy, IT Audit, Data Center, IT Management, Networking, Network Security, Vulnerability Management, Computer Security, Business Continuity, Checkpoint, Enterprise Software, Governance
Education
Iona College 1991 — 1997
BA, Computer Science
Rockland Community College 1990 — 1991
AA, Computer Science
Brian Holland's CIBC World Markets Experience May 2006 - August 2006
Job
Industry Venture Capital & Private Equity
Experience
AssessMed Inc. 2014 - Present
Revera Inc. 2014 - Present
LifeLabs Medical Laboratories 2012 - 2014
Macquarie Capital Markets Canada 2010 - 2012
Teachers' Private Capital - Ontario Teachers' Pension Plan 2007 - 2009
CIBC World Markets May 2006 - August 2006
Goldman Sachs May 2005 - August 2005
Skills
Financial Modeling, Mergers, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence
Education
The University of Western Ontario - Richard Ivey School of Business
HBA, Finance
Wilfrid Laurier University
HBBA - Co-op Option, Finance
AssessMed Inc. 2014 - Present
Revera Inc. 2014 - Present
LifeLabs Medical Laboratories 2012 - 2014
Macquarie Capital Markets Canada 2010 - 2012
Teachers' Private Capital - Ontario Teachers' Pension Plan 2007 - 2009
CIBC World Markets May 2006 - August 2006
Goldman Sachs May 2005 - August 2005
Skills
Financial Modeling, Mergers, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence
Education
The University of Western Ontario - Richard Ivey School of Business
HBA, Finance
Wilfrid Laurier University
HBBA - Co-op Option, Finance
Darcy MacDougall's CIBC World Markets Experience August 2002 - May 2006
Job
Industry Financial Services
Experience
BMO Capital Markets November 2011 - Present
BMO Capital Markets July 2010 - January 2012
Business Development Bank of Canada July 2009 - July 2010
DBRS (Dominion Bond Rating Service) July 2007 - April 2009
CIBC World Markets August 2002 - May 2006
Education
Ivey Business School at Western University 2006 — 2007
MBA
University of Prince Edward Island 1995 — 2000
BBA, Business - Cooperative Education
BMO Capital Markets November 2011 - Present
BMO Capital Markets July 2010 - January 2012
Business Development Bank of Canada July 2009 - July 2010
DBRS (Dominion Bond Rating Service) July 2007 - April 2009
CIBC World Markets August 2002 - May 2006
Education
Ivey Business School at Western University 2006 — 2007
MBA
University of Prince Edward Island 1995 — 2000
BBA, Business - Cooperative Education
Angela Skubovius's CIBC World Markets Experience July 1998 - June 2005
Job Human Resources Leader | Strategic Business Partner
Industry Human Resources
Experience
eBay Inc February 2015 - Present
eBay Inc February 2013 - February 2015
Bath & Body Works September 2010 - August 2012
Bath & Body Works September 2007 - October 2010
Limited Brands September 2005 - August 2007
CIBC World Markets July 1998 - June 2005
Sexuality Education Resource Center October 1991 - July 1996
Skills
Strategic HR, Human Resources, Coaching, Organizational Design, Organizational..., Global Compensation, Employee Engagement, Talent Management, Leadership Development, Change Management, Training, Succession Planning, Performance Management, Organizational Culture, Organizational..., Team Building, Communication, Talent Acquisition, Program Implementation, 360 Feedback, Competency Management, Onboarding, Training Facilitation, Employee Relations, HR Policies, HR Consulting
Education
Ivey Business School at Western University 1996 — 1998
MBA
University of Manitoba 1987 — 1991
Bachelor of Social Work
eBay Inc February 2015 - Present
eBay Inc February 2013 - February 2015
Bath & Body Works September 2010 - August 2012
Bath & Body Works September 2007 - October 2010
Limited Brands September 2005 - August 2007
CIBC World Markets July 1998 - June 2005
Sexuality Education Resource Center October 1991 - July 1996
Skills
Strategic HR, Human Resources, Coaching, Organizational Design, Organizational..., Global Compensation, Employee Engagement, Talent Management, Leadership Development, Change Management, Training, Succession Planning, Performance Management, Organizational Culture, Organizational..., Team Building, Communication, Talent Acquisition, Program Implementation, 360 Feedback, Competency Management, Onboarding, Training Facilitation, Employee Relations, HR Policies, HR Consulting
Education
Ivey Business School at Western University 1996 — 1998
MBA
University of Manitoba 1987 — 1991
Bachelor of Social Work
Pallavi Nanda's CIBC World Markets Experience October 2004 - Present
Job Associate at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets October 2004 - Present
Deutsche Bank May 2002 - September 2003
AIESEC 1997 - 1999
Education
Indian Institute of Management, Bangalore 2000 — 2002
Lady Sri Ram College 1997 — 2000
BA
Army Public School, New Delhi 1995 — 1997
CIBC World Markets October 2004 - Present
Deutsche Bank May 2002 - September 2003
AIESEC 1997 - 1999
Education
Indian Institute of Management, Bangalore 2000 — 2002
Lady Sri Ram College 1997 — 2000
BA
Army Public School, New Delhi 1995 — 1997
Joseph Bologna's CIBC World Markets Experience May 1998 - June 1999
Job Manager at ICAP
Industry Banking
Experience
ICAP July 2003 - Present
Bear Stearns February 2000 - July 2003
The Bank of New York June 1999 - February 2000
CIBC World Markets May 1998 - June 1999
Skills
Fixed Income, Equities, Middle Office, Derivatives, Back Office, Securities, Bloomberg, Trading, Bonds, Investment Banking, Settlement, FX Options, Financial Markets, Prime Brokerage, Account Reconciliation, Customer Service, Internal Audit, Options, Electronic Trading, Swaps, Trading Systems, Equity Derivatives, Credit Derivatives, Hedge Funds
Education
Kingsborough Community College
Business Administration
ICAP July 2003 - Present
Bear Stearns February 2000 - July 2003
The Bank of New York June 1999 - February 2000
CIBC World Markets May 1998 - June 1999
Skills
Fixed Income, Equities, Middle Office, Derivatives, Back Office, Securities, Bloomberg, Trading, Bonds, Investment Banking, Settlement, FX Options, Financial Markets, Prime Brokerage, Account Reconciliation, Customer Service, Internal Audit, Options, Electronic Trading, Swaps, Trading Systems, Equity Derivatives, Credit Derivatives, Hedge Funds
Education
Kingsborough Community College
Business Administration
Travis Coley's CIBC World Markets Experience 1998 - 1999
Job M&A Advisor and Venture Accelerator
Industry Investment Banking
Experience
Spouting Rock Capital Advisors, LLC September 2010 - Present
Baker Institute for Entrepreneurship, Creativity and Innovation September 2012 - Present
COLEY, LLC May 2002 - Present
GlobalPrint Systems, Inc. January 2004 - August 2012
Hidden River Capital June 2008 - August 2010
CIBC World Markets 1998 - 1999
Education
Lehigh University - College of Business and Economics 2000 — 2002
MBA, Finance & Entrepreneurial Leadership
Lafayette College 1992 — 1996
BA, Gov/Law, Studio Art
Phillips Academy Andover 1989 — 1992
Spouting Rock Capital Advisors, LLC September 2010 - Present
Baker Institute for Entrepreneurship, Creativity and Innovation September 2012 - Present
COLEY, LLC May 2002 - Present
GlobalPrint Systems, Inc. January 2004 - August 2012
Hidden River Capital June 2008 - August 2010
CIBC World Markets 1998 - 1999
Education
Lehigh University - College of Business and Economics 2000 — 2002
MBA, Finance & Entrepreneurial Leadership
Lafayette College 1992 — 1996
BA, Gov/Law, Studio Art
Phillips Academy Andover 1989 — 1992
Adam Yao's CIBC World Markets Experience March 2010 - Present
Job Equity Research at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets March 2010 - Present
Education
CFA Institute 2006 — 2008
Laurentian University/Université Laurentienne
Business Administration
University of Science and Technology Beijing
Bachelor, Computer Engineering
CIBC World Markets March 2010 - Present
Education
CFA Institute 2006 — 2008
Laurentian University/Université Laurentienne
Business Administration
University of Science and Technology Beijing
Bachelor, Computer Engineering
Jason Menard's CIBC World Markets Experience April 2004 - June 2015
Job Managing Director, Mergers & Acquisitions at Scotia Capital
Industry Investment Banking
Experience
Scotiabank June 2015 - Present
CIBC World Markets April 2004 - June 2015
Merrill Lynch June 1998 - April 2004
Education
The University of Western Ontario 1994 — 1998
HBA
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA-98 MBA-01
Scotiabank June 2015 - Present
CIBC World Markets April 2004 - June 2015
Merrill Lynch June 1998 - April 2004
Education
The University of Western Ontario 1994 — 1998
HBA
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA-98 MBA-01
James Brooks's CIBC World Markets Experience November 2011 - Present
Job Managing Director, Investment Banking, Power & Utilities at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets November 2011 - Present
Skills
Capital Markets, Equities, Mergers, IPO, Loans, Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Mergers & Acquisitions, Banking, Financial Analysis, Capital, Investments
Education
The University of Western Ontario - Richard Ivey School of Business
HBA, Business Adminstration
CIBC World Markets November 2011 - Present
Skills
Capital Markets, Equities, Mergers, IPO, Loans, Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Mergers & Acquisitions, Banking, Financial Analysis, Capital, Investments
Education
The University of Western Ontario - Richard Ivey School of Business
HBA, Business Adminstration
Chris Seto's CIBC World Markets Experience 2004 - 2007
Job Partner, Investment Banking at Paradigm Capital
Industry Investment Banking
Experience
Paradigm Capital 2012 - Present
UBS 2007 - 2011
CIBC World Markets 2004 - 2007
CIBC 2002 - 2004
First Caribbean International Bank 2003 - 2003
A.T. Kearney 2001 - 2001
Warren Shepell Consultants Corp. 1998 - 2000
Bell Canada 1997 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA
McMaster University 1991 — 1996
B.Comm, Finance & Accounting
OTHS 1985 — 1990
Appleby College
Chisholm elementary school
Oakville Aquatic Club
Paradigm Capital 2012 - Present
UBS 2007 - 2011
CIBC World Markets 2004 - 2007
CIBC 2002 - 2004
First Caribbean International Bank 2003 - 2003
A.T. Kearney 2001 - 2001
Warren Shepell Consultants Corp. 1998 - 2000
Bell Canada 1997 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA
McMaster University 1991 — 1996
B.Comm, Finance & Accounting
OTHS 1985 — 1990
Appleby College
Chisholm elementary school
Oakville Aquatic Club
Peter Bachmore's CIBC World Markets Experience June 2005 - March 2006
Job Managing Director & Global Control Room Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
RBC Capital Markets December 2009 - February 2014
Cowen and Company, LLC April 2006 - December 2009
CIBC World Markets June 2005 - March 2006
J.P. Morgan Securities Inc October 1999 - May 2005
NYS Office of the Attorney General May 1997 - May 1999
Howrey & Simon January 1995 - September 1996
Skills
Series 7, Compliance, Risk Management, Risk Assessment, Management, AML, Internal Audit, Banking, Corporate Law, FINRA, Auditing, Financial Services, Corporate Governance, Anti Money Laundering, Asset Management, Capital Markets, Securities, Investment Banking
Education
Syracuse University College of Law 1996 — 1999
Doctor of Law (J.D.)
Lafayette College 1990 — 1994
Bachelor of Arts (B.A.), Government and Law
BNY Mellon February 2014 - Present
RBC Capital Markets December 2009 - February 2014
Cowen and Company, LLC April 2006 - December 2009
CIBC World Markets June 2005 - March 2006
J.P. Morgan Securities Inc October 1999 - May 2005
NYS Office of the Attorney General May 1997 - May 1999
Howrey & Simon January 1995 - September 1996
Skills
Series 7, Compliance, Risk Management, Risk Assessment, Management, AML, Internal Audit, Banking, Corporate Law, FINRA, Auditing, Financial Services, Corporate Governance, Anti Money Laundering, Asset Management, Capital Markets, Securities, Investment Banking
Education
Syracuse University College of Law 1996 — 1999
Doctor of Law (J.D.)
Lafayette College 1990 — 1994
Bachelor of Arts (B.A.), Government and Law
Janet Hicks's CIBC World Markets Experience June 2005 - March 2006
Job Independent Program Development Professional
Industry Program Development
Experience
The Bureau of Broadcast Management October 2007 - Present
CIBC World Markets June 2005 - March 2006
MasterCard Advisors June 2004 - March 2005
VMWare 2001 - 2003
Canada Trust 1993 - 1995
Education
Stanford University 2001 — 2003
Computer Engineering
University of Toronto - Ontario Institute for Studies in Education 1995 — 2000
M.A., Sociology and Equity Studies in Education
King's University College 1991 — 1995
B.A. Honours, History and Sociology
The Bureau of Broadcast Management October 2007 - Present
CIBC World Markets June 2005 - March 2006
MasterCard Advisors June 2004 - March 2005
VMWare 2001 - 2003
Canada Trust 1993 - 1995
Education
Stanford University 2001 — 2003
Computer Engineering
University of Toronto - Ontario Institute for Studies in Education 1995 — 2000
M.A., Sociology and Equity Studies in Education
King's University College 1991 — 1995
B.A. Honours, History and Sociology
Scott Larin's CIBC World Markets Experience 1997 - 2006
Job Partner at Hydra Capital Partners
Industry Financial Services
Experience
Hydra Capital Partners January 2012 - Present
Wellington West Capital Markets January 2007 - July 2011
CIBC World Markets 1997 - 2006
Skills
Capital Markets, Equities, Securities, Valuation, Corporate Finance, Financial Advisory, Investments, Investment Banking, Financial Analysis, Mergers, Mergers & Acquisitions, IPO, Investment Management, Portfolio Management
Education
CFA Institute 1998 — 2001
Chartered Financial Analyst
The University of Western Ontario - Richard Ivey School of Business 1992 — 1997
Honours Business Administration
Hydra Capital Partners January 2012 - Present
Wellington West Capital Markets January 2007 - July 2011
CIBC World Markets 1997 - 2006
Skills
Capital Markets, Equities, Securities, Valuation, Corporate Finance, Financial Advisory, Investments, Investment Banking, Financial Analysis, Mergers, Mergers & Acquisitions, IPO, Investment Management, Portfolio Management
Education
CFA Institute 1998 — 2001
Chartered Financial Analyst
The University of Western Ontario - Richard Ivey School of Business 1992 — 1997
Honours Business Administration
Beth Marta's CIBC World Markets Experience March 2011 - March 2012
Job Associate at Scotiabank Global Banking and Markets
Industry Accounting
Experience
Scotiabank Global Banking and Markets August 2013 - Present
CIBC World Markets March 2011 - March 2012
BMO Capital Markets February 2009 - March 2011
PricewatehouseCoopers 2007 - 2008
Deloitte 2005 - 2007
Skills
Electronic Trading, Prime Brokerage, Capital Markets, Foreign Exchange, Financial Audits
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Candidate
McGill University 2000 — 2004
Bachelor of Commerce, Finance
Havergal College 1996 — 1999
High School
Scotiabank Global Banking and Markets August 2013 - Present
CIBC World Markets March 2011 - March 2012
BMO Capital Markets February 2009 - March 2011
PricewatehouseCoopers 2007 - 2008
Deloitte 2005 - 2007
Skills
Electronic Trading, Prime Brokerage, Capital Markets, Foreign Exchange, Financial Audits
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Candidate
McGill University 2000 — 2004
Bachelor of Commerce, Finance
Havergal College 1996 — 1999
High School
Furrukh Memon's CIBC World Markets Experience 2012 - Present
Job Associate, Power and Utilities Investment Banking at CIBC World Markets
Industry Investment Banking
Mary Raffaniello, SPHR's CIBC World Markets Experience 1998 - 2000
Job Experienced HR Executive
Industry Human Resources
Experience
Sidley Austin 2000 - Present
CIBC World Markets 1998 - 2000
Culbro Corporation May 1990 - June 1997
Deloitte 1988 - 1990
City Investing 1982 - 1985
Skills
Employment Law, Onboarding, Deferred Compensation, HRIS, Talent Management, Human Resources, Talent Acquisition, Performance Management, Personnel Management, Employee Engagement, HR Policies, Organizational..., Employee Benefits
Education
Pace University - Lubin School of Business 1977 — 1979
MS, Labor Relations
Le Moyne College 1971 — 1975
BS, Industrial Relations
Sidley Austin 2000 - Present
CIBC World Markets 1998 - 2000
Culbro Corporation May 1990 - June 1997
Deloitte 1988 - 1990
City Investing 1982 - 1985
Skills
Employment Law, Onboarding, Deferred Compensation, HRIS, Talent Management, Human Resources, Talent Acquisition, Performance Management, Personnel Management, Employee Engagement, HR Policies, Organizational..., Employee Benefits
Education
Pace University - Lubin School of Business 1977 — 1979
MS, Labor Relations
Le Moyne College 1971 — 1975
BS, Industrial Relations
Ed Giacomelli's CIBC World Markets Experience 1989 - 1996
Job Managing Director at Crosbie & Company Inc.
Industry Investment Banking
Experience
Crosbie & Company 2005 - Present
Global M&A Partners January 2013 - Present
Rothschild 1996 - 2004
CIBC World Markets 1989 - 1996
Skills
Restructuring, Investment Banking, Mergers, Fairness Opinion, Valuation, Divestitures, LBO, Private Placements, Debt, Corporate Finance, Mergers & Acquisitions, Finance, Strategy, Due Diligence, Financial Services, M&A experience, Financial Structuring, Corporate Development, Fairness Opinions, Middle Market, Business Valuation, IPO
Education
Ivey Business School at Western University 1980 — 1989
HBA - MBA, Finance
Crosbie & Company 2005 - Present
Global M&A Partners January 2013 - Present
Rothschild 1996 - 2004
CIBC World Markets 1989 - 1996
Skills
Restructuring, Investment Banking, Mergers, Fairness Opinion, Valuation, Divestitures, LBO, Private Placements, Debt, Corporate Finance, Mergers & Acquisitions, Finance, Strategy, Due Diligence, Financial Services, M&A experience, Financial Structuring, Corporate Development, Fairness Opinions, Middle Market, Business Valuation, IPO
Education
Ivey Business School at Western University 1980 — 1989
HBA - MBA, Finance
Christina O'Leary Hawk, PMP's CIBC World Markets Experience April 2005 - February 2009
Job Preparing for transition to nursing, with a plan to pursue patient advocacy and palliative care
Industry Medical Practice
Experience
CPCC January 2015 - Present
Midtown Consulting Group May 2012 - March 2015
AFTRA Health and Retirement Funds July 2010 - April 2011
Chris O'Leary Consultancy LLC July 2009 - May 2010
CIBC World Markets April 2005 - February 2009
UBS, 200 Park Ave, NY June 2004 - April 2005
NPower NY August 2003 - June 2004
Reuters Data Services, White Plains, NY August 2003 - December 2003
CIBC World Markets March 1997 - May 2003
Skills
SDLC, Fixed Income, Access, Derivatives, Investment Banking, Software Project..., Business Analysis, UAT coordination, Capital Markets, Project Management, Analysis, Data Analysis, VBA, Leadership, Risk Management, Finance
Education
John Carroll University 1981 — 1989
MA, English
Sweet Briar College 1977 — 1981
BA, English
CPCC January 2015 - Present
Midtown Consulting Group May 2012 - March 2015
AFTRA Health and Retirement Funds July 2010 - April 2011
Chris O'Leary Consultancy LLC July 2009 - May 2010
CIBC World Markets April 2005 - February 2009
UBS, 200 Park Ave, NY June 2004 - April 2005
NPower NY August 2003 - June 2004
Reuters Data Services, White Plains, NY August 2003 - December 2003
CIBC World Markets March 1997 - May 2003
Skills
SDLC, Fixed Income, Access, Derivatives, Investment Banking, Software Project..., Business Analysis, UAT coordination, Capital Markets, Project Management, Analysis, Data Analysis, VBA, Leadership, Risk Management, Finance
Education
John Carroll University 1981 — 1989
MA, English
Sweet Briar College 1977 — 1981
BA, English
Steve Simpson, CFA's CIBC World Markets Experience September 2005 - December 2005
Job Vice President at InstarAGF Asset Management
Industry Financial Services
Experience
InstarAGF Asset Management May 2014 - Present
Capstone Infrastructure Corporation August 2006 - May 2014
Macquarie Group August 2006 - April 2011
CIBC World Markets September 2005 - December 2005
Skills
Project Finance, Valuation, Asset Managment, Financial Structuring, Investments, Financial Modeling, Debt, Infrastructure, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Equity Research, Private Placements, Equities, M&A experience, Equity Valuation, Bloomberg
Education
INSEAD 2008 — 2010
Master of Finance
Wilfrid Laurier University 2002 — 2006
Honours Bachelor of Business Administration
InstarAGF Asset Management May 2014 - Present
Capstone Infrastructure Corporation August 2006 - May 2014
Macquarie Group August 2006 - April 2011
CIBC World Markets September 2005 - December 2005
Skills
Project Finance, Valuation, Asset Managment, Financial Structuring, Investments, Financial Modeling, Debt, Infrastructure, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Equity Research, Private Placements, Equities, M&A experience, Equity Valuation, Bloomberg
Education
INSEAD 2008 — 2010
Master of Finance
Wilfrid Laurier University 2002 — 2006
Honours Bachelor of Business Administration
Douglas Nowers's CIBC World Markets Experience 1987 - 1995
Job The Northern Trust Company, Canada Independent Director
Industry Financial Services
Experience
The Northern Trust Company, Canada February 2015 - Present
Rowanwood Investment Corporation 2004 - Present
Applause Corporation 1999 - 2002
Dimethaid Inc. 1994 - 2001
CIBC Mellon 1995 - 1998
CIBC World Markets 1987 - 1995
British American Banknote 1986 - 1987
Skills
Public and Private..., Debt & Equity Capital..., General Management, Business Strategy, Capital Markets, Fixed Income
Education
Chartered Financial Analyst 1989 — 1991
Financial Analysis
Ivey Business School at Western University 1984 — 1986
Master of Business Administration (M.B.A.), Finance
Queen's University 1978 — 1982
Bachelor's Degree, Business Honours
The Northern Trust Company, Canada February 2015 - Present
Rowanwood Investment Corporation 2004 - Present
Applause Corporation 1999 - 2002
Dimethaid Inc. 1994 - 2001
CIBC Mellon 1995 - 1998
CIBC World Markets 1987 - 1995
British American Banknote 1986 - 1987
Skills
Public and Private..., Debt & Equity Capital..., General Management, Business Strategy, Capital Markets, Fixed Income
Education
Chartered Financial Analyst 1989 — 1991
Financial Analysis
Ivey Business School at Western University 1984 — 1986
Master of Business Administration (M.B.A.), Finance
Queen's University 1978 — 1982
Bachelor's Degree, Business Honours
Chris Kleczkowski's CIBC World Markets Experience 1992 - 1998
Job Senior Vice President, Corporate Banking
Industry Banking
Experience
PNC Healthcare April 2011 - Present
Sun National Bank April 2009 - March 2010
KeyBanc Capital Markets October 2004 - December 2008
Fleet Bank 2001 - 2004
Summit Bank 1998 - 2001
CIBC World Markets 1992 - 1998
Westpac 1989 - 1992
Skills
Credit, Commercial Lending, Corporate Finance, Commercial Banking, Capital Markets, Risk Management, Credit Management, Loan Origination, Treasury Management, Public Finance, Banking, Finance, Portfolio Management, Loans, Credit Risk, Financial Analysis, Credit Analysis
Education
James Madison University 1984 — 1988
BBA, Finance
Roxbury High School 1980 — 1984
PNC Healthcare April 2011 - Present
Sun National Bank April 2009 - March 2010
KeyBanc Capital Markets October 2004 - December 2008
Fleet Bank 2001 - 2004
Summit Bank 1998 - 2001
CIBC World Markets 1992 - 1998
Westpac 1989 - 1992
Skills
Credit, Commercial Lending, Corporate Finance, Commercial Banking, Capital Markets, Risk Management, Credit Management, Loan Origination, Treasury Management, Public Finance, Banking, Finance, Portfolio Management, Loans, Credit Risk, Financial Analysis, Credit Analysis
Education
James Madison University 1984 — 1988
BBA, Finance
Roxbury High School 1980 — 1984
fabrice Schneider's CIBC World Markets Experience July 1998 - November 2002
Job Software Developer at Arrow Solutions
Industry Hospital & Health Care
Experience
Arrow-Solutions March 2012 - Present
NeuLion Inc November 2009 - March 2012
Citco March 2004 - October 2008
MySoftware LLC June 2003 - March 2004
CIBC World Markets July 1998 - November 2002
Sandata Technologies April 1996 - April 1998
Skills
Microsoft SQL Server, C#, Sybase, XML, JavaScript, SDLC, Perl, Java
Education
Stony Brook University 1991 — 1993
MS, Computer Science
Iona College 1984 — 1988
BS, Computer Science, Mathematics
Arrow-Solutions March 2012 - Present
NeuLion Inc November 2009 - March 2012
Citco March 2004 - October 2008
MySoftware LLC June 2003 - March 2004
CIBC World Markets July 1998 - November 2002
Sandata Technologies April 1996 - April 1998
Skills
Microsoft SQL Server, C#, Sybase, XML, JavaScript, SDLC, Perl, Java
Education
Stony Brook University 1991 — 1993
MS, Computer Science
Iona College 1984 — 1988
BS, Computer Science, Mathematics
Anik Mukheja, CFA's CIBC World Markets Experience 2011 - 2012
Job Investment Professional
Industry Financial Services
Experience
Seva Management 2009 - Present
CIBC World Markets 2011 - 2012
Mercury Partners 2007 - 2009
GSC Group 2005 - 2007
Lazard 1997 - 2002
Skills
Capital Markets, Valuation, Private Equity, Hedge Funds, Investment Banking, Financial Modeling, Fixed Income, Due Diligence, Equities, Investments, Investment Strategies, Portfolio Management, Trading, Loan Origination, Real Estate, Commercial Real Estate, International Real..., REIT, Residential Mortgages, Capital Raising, Fundraising, Strategic Financial..., Corporate Strategy..., Business Strategy, Growth Strategies, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
INSEAD 2004 — 2004
The University of Chicago 1992 — 1996
AB, Economics
Seva Management 2009 - Present
CIBC World Markets 2011 - 2012
Mercury Partners 2007 - 2009
GSC Group 2005 - 2007
Lazard 1997 - 2002
Skills
Capital Markets, Valuation, Private Equity, Hedge Funds, Investment Banking, Financial Modeling, Fixed Income, Due Diligence, Equities, Investments, Investment Strategies, Portfolio Management, Trading, Loan Origination, Real Estate, Commercial Real Estate, International Real..., REIT, Residential Mortgages, Capital Raising, Fundraising, Strategic Financial..., Corporate Strategy..., Business Strategy, Growth Strategies, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
INSEAD 2004 — 2004
The University of Chicago 1992 — 1996
AB, Economics
Joyce Tortorella's CIBC World Markets Experience July 2005 - January 2009
Job Compliance Officer at TD Securities
Industry Banking
Experience
TD Securities March 2009 - Present
CIBC World Markets July 2005 - January 2009
CIBC World Markets January 1999 - July 2005
CIBC World Markets January 1994 - December 1998
CIBC World Markets November 1989 - December 1993
Education
Kingsborough Community College 1983 — 1985
Secreterial Science
TD Securities March 2009 - Present
CIBC World Markets July 2005 - January 2009
CIBC World Markets January 1999 - July 2005
CIBC World Markets January 1994 - December 1998
CIBC World Markets November 1989 - December 1993
Education
Kingsborough Community College 1983 — 1985
Secreterial Science
Bret Sherak's CIBC World Markets Experience January 2002 - August 2003
Job Vice President Fixed Income Financing/Repo Trader at Southwest Securities
Industry Financial Services
Experience
UBS Investment Bank August 2007 - December 2012
Dillon Read Capital Management October 2006 - August 2007
Amaranth July 2006 - October 2006
Amaranth August 2003 - July 2006
CIBC World Markets January 2002 - August 2003
Madison Square Garden September 2001 - April 2002
Skills
Credit, Trading, Securities Lending, Hedge Funds, Repo, Portfolio Finance, Bank Financing, Collateral Management, Funding, Finance, Equities, Series 7, Fixed Income, Prime Brokerage, Securities, Settlement, Emerging Markets, Bloomberg, Back Office, Asset Management, Structured Products, Bonds, Portfolio Management, Mutual Funds, CDS, Derivatives, Investments, Alternative Investments, ABS, Financial Risk, Rates, Treasury, Interest Rates
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BA
Freehold Township High School 1993 — 1997
UBS Investment Bank August 2007 - December 2012
Dillon Read Capital Management October 2006 - August 2007
Amaranth July 2006 - October 2006
Amaranth August 2003 - July 2006
CIBC World Markets January 2002 - August 2003
Madison Square Garden September 2001 - April 2002
Skills
Credit, Trading, Securities Lending, Hedge Funds, Repo, Portfolio Finance, Bank Financing, Collateral Management, Funding, Finance, Equities, Series 7, Fixed Income, Prime Brokerage, Securities, Settlement, Emerging Markets, Bloomberg, Back Office, Asset Management, Structured Products, Bonds, Portfolio Management, Mutual Funds, CDS, Derivatives, Investments, Alternative Investments, ABS, Financial Risk, Rates, Treasury, Interest Rates
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BA
Freehold Township High School 1993 — 1997
Victor Diab, CA, MBA's CIBC World Markets Experience April 2011 - October 2012
Job Associate Vice President, FP&A, Real Estate & CT REIT at Canadian Tire
Industry Financial Services
Experience
Canadian Tire Corporation April 2015 - Present
Canadian Tire Corporation October 2012 - April 2015
CIBC World Markets April 2011 - October 2012
Deloitte Consulting October 2007 - April 2010
Deloitte & Touche September 2004 - October 2007
Skills
Financial Modeling, Valuation, Strategy, Due Diligence, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Capital Markets, Banking, Corporate Development, Finance, Management Consulting, Financial Reporting, Financial Services, Private Equity, Auditing, Planning Budgeting &..., Capital Allocation, Accounting
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2011
Master of Business Administration (M.B.A.)
University of Toronto
Bachelor's Degree, Accounting and Economics
Canadian Tire Corporation April 2015 - Present
Canadian Tire Corporation October 2012 - April 2015
CIBC World Markets April 2011 - October 2012
Deloitte Consulting October 2007 - April 2010
Deloitte & Touche September 2004 - October 2007
Skills
Financial Modeling, Valuation, Strategy, Due Diligence, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Capital Markets, Banking, Corporate Development, Finance, Management Consulting, Financial Reporting, Financial Services, Private Equity, Auditing, Planning Budgeting &..., Capital Allocation, Accounting
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2011
Master of Business Administration (M.B.A.)
University of Toronto
Bachelor's Degree, Accounting and Economics
Jay Grewal's CIBC World Markets Experience 1986 - 2000
Job Managing Partner at Accenture
Industry Outsourcing/Offshoring
Experience
Accenture Acting CFO, Managing Director Business DevelopmentBC Hydro2003 - 2006
CIBC World Markets 1986 - 2000
Education
Ivey Business School at Western University 1983 — 1985
MBA, Organizational Marketing and Finance
The University of British Columbia 1978 — 1981
BA, Social Sciences
Accenture Acting CFO, Managing Director Business DevelopmentBC Hydro2003 - 2006
CIBC World Markets 1986 - 2000
Education
Ivey Business School at Western University 1983 — 1985
MBA, Organizational Marketing and Finance
The University of British Columbia 1978 — 1981
BA, Social Sciences
Barb MacLennan's CIBC World Markets Experience November 2005 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
CIBC World Markets November 2005 - December 2008
Education
Huron University College 1981 — 1984
Administratio and Commercial Studies
CIBC World Markets November 2005 - December 2008
Education
Huron University College 1981 — 1984
Administratio and Commercial Studies
Srinivas Arra's CIBC World Markets Experience 2007 - June 2013
Job .Net and UI Frame Work Consultant at Bank of America
Industry Investment Banking
Experience
Bank of Amer July 2013 - Present
CIBC World Markets 2007 - June 2013
AIG 2006 - 2007
Skills
Trading Systems, Sybase, Electronic Trading, SDLC, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Business Analysis, Trading, Back Office, Software Project..., SQL, Agile Methodologies, Requirements Analysis, C#, Vendor Management, Requirements Gathering, Java, Software Development, Portfolio Management, Integration
Education
Kuvempu Vishwavidyanilaya 1996 — 2000
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bank of Amer July 2013 - Present
CIBC World Markets 2007 - June 2013
AIG 2006 - 2007
Skills
Trading Systems, Sybase, Electronic Trading, SDLC, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Business Analysis, Trading, Back Office, Software Project..., SQL, Agile Methodologies, Requirements Analysis, C#, Vendor Management, Requirements Gathering, Java, Software Development, Portfolio Management, Integration
Education
Kuvempu Vishwavidyanilaya 1996 — 2000
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Ken Franklin's CIBC World Markets Experience October 2009 - Present
Job Director of Project Delivery, Enterprise Risk Management
Industry Financial Services
Experience
CIBC World Markets October 2009 - Present
USCI March 2008 - May 2009
Intelliware 2006 - 2008
CIBC World Markets 2004 - 2006
Morgan Stanley Japan June 2001 - October 2002
Skills
Business Analysis, Project Management, SDLC, Capital Markets, Risk Management, Strategy, Project Planning, Market Risk, Management, Quality Assurance, Financial Services, Credit Risk, Business Strategy, Analytics, IT Strategy, Fixed Income, Derivatives, Business Intelligence
Education
Ivey Business School at Western University 1999 — 2001
MBA, Finance, Marketing
Queen's University 1989 — 1993
BA (Hons), Economics
CIBC World Markets October 2009 - Present
USCI March 2008 - May 2009
Intelliware 2006 - 2008
CIBC World Markets 2004 - 2006
Morgan Stanley Japan June 2001 - October 2002
Skills
Business Analysis, Project Management, SDLC, Capital Markets, Risk Management, Strategy, Project Planning, Market Risk, Management, Quality Assurance, Financial Services, Credit Risk, Business Strategy, Analytics, IT Strategy, Fixed Income, Derivatives, Business Intelligence
Education
Ivey Business School at Western University 1999 — 2001
MBA, Finance, Marketing
Queen's University 1989 — 1993
BA (Hons), Economics
Minako Yasue's CIBC World Markets Experience 2004 - 2009
Job Product Controller at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2010 - Present
Bank of America 2010 - 2010
CIBC World Markets 2004 - 2009
Credit Suisse First Boston 2004 - 2004
DAIWA INSTITUTE OF RESEARCH, AMERICA INC 2003 - 2004
COMMERZBANK SECURITIES 2000 - 2001
LEHMAN BROTHERS JAPAN 1996 - 2000
Skills
Derivatives, Equities, Financial Risk, Equity Derivatives, Banking, Middle Office, Portfolio Management, Management, Structured Finance, Analysis, Auditing, Product Control, Accounting, Rates, Sarbanes-Oxley Act
Education
Keio University
BA, Psychology
Seneca College of Applied Arts and Technology
Post diploma, International Business Management
RBC Capital Markets 2010 - Present
Bank of America 2010 - 2010
CIBC World Markets 2004 - 2009
Credit Suisse First Boston 2004 - 2004
DAIWA INSTITUTE OF RESEARCH, AMERICA INC 2003 - 2004
COMMERZBANK SECURITIES 2000 - 2001
LEHMAN BROTHERS JAPAN 1996 - 2000
Skills
Derivatives, Equities, Financial Risk, Equity Derivatives, Banking, Middle Office, Portfolio Management, Management, Structured Finance, Analysis, Auditing, Product Control, Accounting, Rates, Sarbanes-Oxley Act
Education
Keio University
BA, Psychology
Seneca College of Applied Arts and Technology
Post diploma, International Business Management
Mike Ye's CIBC World Markets Experience January 2013 - June 2014
Job Investment Banking Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2015 - Present
CIBC World Markets January 2013 - June 2014
CIBC World Markets 2010 - 2012
Scotiabank Global Banking and Markets 2009 - 2010
Skills
Capital Markets, Portfolio Management, Investment Banking, Bloomberg, Equity Capital Markets, Corporate Finance, Trading, Valuation, Equities, Financial Modeling, Private Equity
Education
INSEAD 2014 — 2015
Master of Business Administration (M.B.A.), Finance
McMaster University, DeGroote School of Business 2005 — 2009
Honours BCom, Accounting/Finance, 3.8 / 4.0
CFA Institute
RBC Capital Markets August 2015 - Present
CIBC World Markets January 2013 - June 2014
CIBC World Markets 2010 - 2012
Scotiabank Global Banking and Markets 2009 - 2010
Skills
Capital Markets, Portfolio Management, Investment Banking, Bloomberg, Equity Capital Markets, Corporate Finance, Trading, Valuation, Equities, Financial Modeling, Private Equity
Education
INSEAD 2014 — 2015
Master of Business Administration (M.B.A.), Finance
McMaster University, DeGroote School of Business 2005 — 2009
Honours BCom, Accounting/Finance, 3.8 / 4.0
CFA Institute
cynthia jackman's CIBC World Markets Experience November 1997 - April 2009
Job Client Processing Associate/Client Service Associate
Industry Financial Services
Experience
TTi of USA/ consulting for Pershing Advisors solutions May 2015 - Present
Guardian Park Avenue Security March 2013 - December 2014
K-Force/ Consulting for Guardian/Park Ave Securities May 2012 - August 2012
Hudson Group Consulting for HSBC January 2012 - April 2012
Veritude/Consulting for Fidelity January 2011 - October 2011
IMR/Consulting for Morgan Stanley May 2010 - October 2010
CIBC World Markets November 1997 - April 2009
Skills
Equities, Securities, Talent Acquisition, Financial Services, Asset Management, Tax Documentation, Variable Annuities, Variable Products, Account Reconciliation, Problem Solving, Team Leadership, Associate Development, Mutual Funds, Cost Basis Reporting, Strong Customer Service, Organization and Time...
Education
Kingsborough Community College 2009 — 2010
Certificate, Accounting
NONE
N/A, Accounting
TTi of USA/ consulting for Pershing Advisors solutions May 2015 - Present
Guardian Park Avenue Security March 2013 - December 2014
K-Force/ Consulting for Guardian/Park Ave Securities May 2012 - August 2012
Hudson Group Consulting for HSBC January 2012 - April 2012
Veritude/Consulting for Fidelity January 2011 - October 2011
IMR/Consulting for Morgan Stanley May 2010 - October 2010
CIBC World Markets November 1997 - April 2009
Skills
Equities, Securities, Talent Acquisition, Financial Services, Asset Management, Tax Documentation, Variable Annuities, Variable Products, Account Reconciliation, Problem Solving, Team Leadership, Associate Development, Mutual Funds, Cost Basis Reporting, Strong Customer Service, Organization and Time...
Education
Kingsborough Community College 2009 — 2010
Certificate, Accounting
NONE
N/A, Accounting
Manav Phull's CIBC World Markets Experience September 2013 - Present
Job Solution Architect Enterprise Architecture at CIBC World Markets
Industry Information Technology and Services
Experience
CIBC World Markets September 2013 - Present
RBC Capital Markets January 2012 - September 2013
Citi October 2010 - January 2012
Sapient August 2007 - October 2010
Skills
Enterprise Architecture, Java Enterprise Edition, Requirements Analysis, Project Management, Solution Architecture, Capital Markets, Fixed Income Technology, Spring, SDLC, Java, Agile Methodologies, Oracle, Struts, PL/SQL, Web Services, JavaScript, Team Leadership, PMP, Adobe LiveCycle, Unix Shell Scripting, Spring Framework, Hibernate, Requirements Gathering, SOA, SQL, JMS, Business Analysis, EJB, Agile Project Management, J2EE Application..., Design Patterns, Trading Systems, IT Strategy, Fixed Income, Scrum, Flex, Software Project..., Shell Scripting
Education
Institute of Management Technology, Ghaziabad
Post Graduate Diploma, Computer Applications
Sri Guru Gobind Singh College Of Commerce
B.I.T., Information Technology
University of Hertfordshire
HND in Computing, Information Technology
CIBC World Markets September 2013 - Present
RBC Capital Markets January 2012 - September 2013
Citi October 2010 - January 2012
Sapient August 2007 - October 2010
Skills
Enterprise Architecture, Java Enterprise Edition, Requirements Analysis, Project Management, Solution Architecture, Capital Markets, Fixed Income Technology, Spring, SDLC, Java, Agile Methodologies, Oracle, Struts, PL/SQL, Web Services, JavaScript, Team Leadership, PMP, Adobe LiveCycle, Unix Shell Scripting, Spring Framework, Hibernate, Requirements Gathering, SOA, SQL, JMS, Business Analysis, EJB, Agile Project Management, J2EE Application..., Design Patterns, Trading Systems, IT Strategy, Fixed Income, Scrum, Flex, Software Project..., Shell Scripting
Education
Institute of Management Technology, Ghaziabad
Post Graduate Diploma, Computer Applications
Sri Guru Gobind Singh College Of Commerce
B.I.T., Information Technology
University of Hertfordshire
HND in Computing, Information Technology
Susan Rimmer's CIBC World Markets Experience November 2014 - Present
Job Managing Director & Global Head, Debt Capital Markets at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets November 2014 - Present
CIBC World Markets June 2009 - Present
Merrill Lynch January 2002 - June 2009
Merrill Lynch 1997 - 2002
Merrill Lynch 1994 - 1997
Export Development Corporation June 1989 - December 1992
Skills
Bonds, Capital Markets, Corporate Finance, Finance, Financial Institutions, Financial Markets, Fixed Income
Education
INSEAD 1993 — 1993
MBA, Finance
Queen's University 1984 — 1988
Honours BA
CIBC World Markets November 2014 - Present
CIBC World Markets June 2009 - Present
Merrill Lynch January 2002 - June 2009
Merrill Lynch 1997 - 2002
Merrill Lynch 1994 - 1997
Export Development Corporation June 1989 - December 1992
Skills
Bonds, Capital Markets, Corporate Finance, Finance, Financial Institutions, Financial Markets, Fixed Income
Education
INSEAD 1993 — 1993
MBA, Finance
Queen's University 1984 — 1988
Honours BA
Ankit Bhatt's CIBC World Markets Experience 2010 - 2012
Job Associate, Investments at Oxford Properties Group
Industry Venture Capital & Private Equity
Experience
Oxford Properties Group January 2013 - Present
CIBC World Markets 2010 - 2012
KPMG Transaction Advisory 2008 - 2010
KPMG May 2007 - August 2007
RCMP Criminal Intelligence Division May 2006 - August 2006
Skills
Business Strategy, Financial Modeling, Real Estate, Mergers, Acquisitions, Real Estate Private..., Investment Banking, Non-profit Leadership, Non-profit Boards, Emerging Markets, Private Equity, Mergers & Acquisitions
Education
The University of Western Ontario - Richard Ivey School of Business
HBA
Canadian Institute of Chartered Accountants
Chartered Accountant
Oxford Properties Group January 2013 - Present
CIBC World Markets 2010 - 2012
KPMG Transaction Advisory 2008 - 2010
KPMG May 2007 - August 2007
RCMP Criminal Intelligence Division May 2006 - August 2006
Skills
Business Strategy, Financial Modeling, Real Estate, Mergers, Acquisitions, Real Estate Private..., Investment Banking, Non-profit Leadership, Non-profit Boards, Emerging Markets, Private Equity, Mergers & Acquisitions
Education
The University of Western Ontario - Richard Ivey School of Business
HBA
Canadian Institute of Chartered Accountants
Chartered Accountant
Kristopher Wong's CIBC World Markets Experience August 2009 - May 2010
Job Associate at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2012 - Present
Goldman Sachs May 2010 - August 2012
CIBC World Markets August 2009 - May 2010
Skills
Financial Modeling, Private Equity, LBO, Valuation, DCF
Education
Ivey Business School at Western University
TPG Capital August 2012 - Present
Goldman Sachs May 2010 - August 2012
CIBC World Markets August 2009 - May 2010
Skills
Financial Modeling, Private Equity, LBO, Valuation, DCF
Education
Ivey Business School at Western University
Doug Bartlett's CIBC World Markets Experience July 1988 - Present
Job ViceChair at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets July 1988 - Present
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Fixed Income, Portfolio Management, Derivatives, Investments, Financial Analysis, Corporate Finance, Valuation, Bloomberg
Education
The University of Western Ontario 1990 — 1991
MBA
The University of Western Ontario - Richard Ivey School of Business 1982 — 1986
HBA, Business
CIBC World Markets July 1988 - Present
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Fixed Income, Portfolio Management, Derivatives, Investments, Financial Analysis, Corporate Finance, Valuation, Bloomberg
Education
The University of Western Ontario 1990 — 1991
MBA
The University of Western Ontario - Richard Ivey School of Business 1982 — 1986
HBA, Business
Karl Patrontasch's CIBC World Markets Experience May 2009 - August 2009
Job Analyst at PSP Investments
Industry Investment Management
Experience
PSP Investments May 2012 - December 2012
Van Berkom and Associates May 2010 - August 2010
CIBC World Markets May 2009 - August 2009
Education
Ivey Business School at Western University
Lakefield
PSP Investments May 2012 - December 2012
Van Berkom and Associates May 2010 - August 2010
CIBC World Markets May 2009 - August 2009
Education
Ivey Business School at Western University
Lakefield
Naige Wang's CIBC World Markets Experience September 2005 - July 2007
Job Accounting Assistant at Synergize Accounting
Industry Accounting
Experience
Synergize Accounting May 2010 - December 2011
CIBC May 2008 - October 2009
CIBC December 2007 - May 2008
CIBC July 2007 - December 2007
CIBC World Markets September 2005 - July 2007
Skills
Accounting, Leadership, Finance, Financial Analysis, Financial Reporting, Investments
Education
The University of British Columbia 2009 — 2011
Diploma of Accounting
The University of British Columbia 2003 — 2005
Bachelor of Commerce, Finance
Langara College 2001 — 2003
Commerce
Shenzhen University 1997 — 2000
Architecture
Synergize Accounting May 2010 - December 2011
CIBC May 2008 - October 2009
CIBC December 2007 - May 2008
CIBC July 2007 - December 2007
CIBC World Markets September 2005 - July 2007
Skills
Accounting, Leadership, Finance, Financial Analysis, Financial Reporting, Investments
Education
The University of British Columbia 2009 — 2011
Diploma of Accounting
The University of British Columbia 2003 — 2005
Bachelor of Commerce, Finance
Langara College 2001 — 2003
Commerce
Shenzhen University 1997 — 2000
Architecture
Karen Swengross's CIBC World Markets Experience January 1998 - January 2004
Job Sales Support/Product Specialist at FIS Software
Industry Information Technology and Services
Experience
FIS - Fidelity Information Services June 2013 - Present
FIS - Fidelity Information Services December 2004 - Present
CIBC World Markets January 1998 - January 2004
CIBC World Markets January 1991 - January 1997
CIBC World Markets January 1990 - January 1991
CIBC World Markets January 1989 - January 1990
Skills
Banking, Account Reconciliation, Visio, Business Analysis, Credit, Leadership, Training, Project Management, Management, SDLC, Microsoft Excel, Software Documentation, Team Leadership, Loans, Access, Customer Service, Risk Management, Financial Analysis
Education
Kennesaw State University - Michael J. Coles College of Business
Business
FIS - Fidelity Information Services June 2013 - Present
FIS - Fidelity Information Services December 2004 - Present
CIBC World Markets January 1998 - January 2004
CIBC World Markets January 1991 - January 1997
CIBC World Markets January 1990 - January 1991
CIBC World Markets January 1989 - January 1990
Skills
Banking, Account Reconciliation, Visio, Business Analysis, Credit, Leadership, Training, Project Management, Management, SDLC, Microsoft Excel, Software Documentation, Team Leadership, Loans, Access, Customer Service, Risk Management, Financial Analysis
Education
Kennesaw State University - Michael J. Coles College of Business
Business
Darren W. Prince's CIBC World Markets Experience September 2006 - Present
Job Account Executive at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets September 2006 - Present
TD Waterhouse June 2004 - July 2006
Education
Ivey Business School at Western University 2004 — 2006
Masters
Wilfrid Laurier University 2000 — 2004
Commerce
CIBC World Markets September 2006 - Present
TD Waterhouse June 2004 - July 2006
Education
Ivey Business School at Western University 2004 — 2006
Masters
Wilfrid Laurier University 2000 — 2004
Commerce
Alex Iscoe's CIBC World Markets Experience July 2003 - December 2004
Job Principal at RidgeMount Group Ltd.
Industry Real Estate
Experience
RidgeMount Group Ltd. April 2010 - Present
Goldman Sachs January 2005 - May 2008
CIBC World Markets July 2003 - December 2004
Education
Ivey Business School at Western University 1999 — 2003
HBA
Upper Canada College 1995 — 1999
St. Andrew's Junior High School 1992 — 1995
RidgeMount Group Ltd. April 2010 - Present
Goldman Sachs January 2005 - May 2008
CIBC World Markets July 2003 - December 2004
Education
Ivey Business School at Western University 1999 — 2003
HBA
Upper Canada College 1995 — 1999
St. Andrew's Junior High School 1992 — 1995
FRANCIS MENDONCA's CIBC World Markets Experience August 2004 - May 2008
Job Senior Operations Officer at TD Securities
Industry Banking
Experience
TD Securities June 2008 - Present
CIBC World Markets August 2004 - May 2008
Skills
Operational Excellence, Able To Multi-task, Team Leadership
Education
Karachi University
Bachelor of Commerce
TD Securities June 2008 - Present
CIBC World Markets August 2004 - May 2008
Skills
Operational Excellence, Able To Multi-task, Team Leadership
Education
Karachi University
Bachelor of Commerce
Mike Notto's CIBC World Markets Experience 2007 - 2009
Job Vice President at Novacap
Industry Venture Capital & Private Equity
Experience
Novacap July 2015 - Present
Public Mobile May 2012 - May 2015
Public Mobile April 2010 - May 2012
CIBC World Markets 2007 - 2009
UTAM 2004 - 2006
Ontario Teachers' Pension Plan 2001 - 2004
Education
Ivey Business School at Western University 2006 — 2007
MBA
Wilfrid Laurier University 1997 — 2001
Finance & Economics, Business
Chartered Financial Analyst 2002 — 2005
CFA, Corporate Finance
Novacap July 2015 - Present
Public Mobile May 2012 - May 2015
Public Mobile April 2010 - May 2012
CIBC World Markets 2007 - 2009
UTAM 2004 - 2006
Ontario Teachers' Pension Plan 2001 - 2004
Education
Ivey Business School at Western University 2006 — 2007
MBA
Wilfrid Laurier University 1997 — 2001
Finance & Economics, Business
Chartered Financial Analyst 2002 — 2005
CFA, Corporate Finance
Paul Redmond's CIBC World Markets Experience 1990 - 2004
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC March 2011 - Present
RBC Capital Markets January 2006 - March 2011
Waste Services Inc. January 2004 - January 2006
CIBC World Markets 1990 - 2004
Skills
Capital Markets, Financial Analysis, Corporate Finance, Investment Banking, Mergers, Private Equity, Due Diligence, Portfolio Management, Investments, Credit Analysis, Credit, Valuation, Credit Risk, Banking, Commercial Banking, Mergers & Acquisitions, Relationship Management, Structured Finance, Fixed Income, Financial Structuring, Derivatives, Financial Risk, Equities
Education
Ivey Business School at Western University 2001 — 2003
MBA, Business Administration
CPA, CMA 1999 — 2001
RBC March 2011 - Present
RBC Capital Markets January 2006 - March 2011
Waste Services Inc. January 2004 - January 2006
CIBC World Markets 1990 - 2004
Skills
Capital Markets, Financial Analysis, Corporate Finance, Investment Banking, Mergers, Private Equity, Due Diligence, Portfolio Management, Investments, Credit Analysis, Credit, Valuation, Credit Risk, Banking, Commercial Banking, Mergers & Acquisitions, Relationship Management, Structured Finance, Fixed Income, Financial Structuring, Derivatives, Financial Risk, Equities
Education
Ivey Business School at Western University 2001 — 2003
MBA, Business Administration
CPA, CMA 1999 — 2001
Pallavi Nanda's CIBC World Markets Experience October 2004 - January 2008
Job Investment Banking Professional
Industry Investment Banking
Experience
Oppenheimer and Co. January 2008 - June 2009
CIBC World Markets October 2004 - January 2008
Skills
Leveraged Finance, Capital Markets, LBO, Investment Banking
Education
Indian Institute of Management, Bangalore 2000 — 2002
MBA
Lady Sri Ram College, New Delhi 1997 — 2000
BA, Philosophy
Oppenheimer and Co. January 2008 - June 2009
CIBC World Markets October 2004 - January 2008
Skills
Leveraged Finance, Capital Markets, LBO, Investment Banking
Education
Indian Institute of Management, Bangalore 2000 — 2002
MBA
Lady Sri Ram College, New Delhi 1997 — 2000
BA, Philosophy
Brian Hanson's CIBC World Markets Experience 2006 - 2011
Job Founder and Managing Partner at Verus Partners & Co. Inc.
Industry Investment Banking
Experience
Verus Partners & Co., Inc. 2014 - Present
CIBC World Markets 2006 - 2011
Advanced Technology Ventures 2001 - 2004
UBS Investment Bank 1993 - 2000
Gleacher & Co. Inc. 1990 - 1993
Morgan Stanley 1987 - 1990
Nomura Securities Co. Ltd. 1983 - 1985
Education
Stanford University Graduate School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Business
The University of Western Ontario - Richard Ivey School of Business 1979 — 1983
HBA, Business
Verus Partners & Co., Inc. 2014 - Present
CIBC World Markets 2006 - 2011
Advanced Technology Ventures 2001 - 2004
UBS Investment Bank 1993 - 2000
Gleacher & Co. Inc. 1990 - 1993
Morgan Stanley 1987 - 1990
Nomura Securities Co. Ltd. 1983 - 1985
Education
Stanford University Graduate School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Business
The University of Western Ontario - Richard Ivey School of Business 1979 — 1983
HBA, Business
James Pringle, CFA's CIBC World Markets Experience September 1999 - January 2003
Job Transaction execution
Industry Capital Markets
Experience
PhosCan Chemical Corp. March 2008 - December 2014
CNB Financial Analysis Consulting January 2006 - March 2008
Frontera Copper Corp. February 2004 - January 2006
CIBC World Markets September 1999 - January 2003
RBC Capital Markets June 1997 - September 1999
RBC Capital Markets June 1996 - June 1997
RBC Capital Markets May 1995 - August 1995
Skills
Investments, Valuation, Capital Markets, Equities, Mergers & Acquisitions, Finance, Investor Relations, Financial Analysis, Equity Research, Investment Banking, IPO, Financial Modeling, Due Diligence, Corporate Development
Education
The University of Western Ontario - Richard Ivey School of Business 1994 — 1996
MBA
Queen's University 1987 — 1991
B.Sc. Applied Science, Metallurgical Engineering
PhosCan Chemical Corp. March 2008 - December 2014
CNB Financial Analysis Consulting January 2006 - March 2008
Frontera Copper Corp. February 2004 - January 2006
CIBC World Markets September 1999 - January 2003
RBC Capital Markets June 1997 - September 1999
RBC Capital Markets June 1996 - June 1997
RBC Capital Markets May 1995 - August 1995
Skills
Investments, Valuation, Capital Markets, Equities, Mergers & Acquisitions, Finance, Investor Relations, Financial Analysis, Equity Research, Investment Banking, IPO, Financial Modeling, Due Diligence, Corporate Development
Education
The University of Western Ontario - Richard Ivey School of Business 1994 — 1996
MBA
Queen's University 1987 — 1991
B.Sc. Applied Science, Metallurgical Engineering
Oliver Kremeris's CIBC World Markets Experience May 2007 - August 2007
Job Business Manager
Industry Furniture
Experience
Deloitte Touche Tohmatsu Business ManagerWoodcraftNovember 2012 - Present
CIBC World Markets May 2007 - August 2007
Education
Ivey Business School at Western University 2004 — 2008
Honors Business Adminstration, Accounting & Finance
Deloitte Touche Tohmatsu Business ManagerWoodcraftNovember 2012 - Present
CIBC World Markets May 2007 - August 2007
Education
Ivey Business School at Western University 2004 — 2008
Honors Business Adminstration, Accounting & Finance
Sean Greeley's CIBC World Markets Experience 1993 - 2003
Job Senior Equity Trader at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. September 2006 - Present
Cowen and Company 2003 - 2006
CIBC World Markets 1993 - 2003
Skills
Series 7, Securities, Electronic Trading, Equities, Equity Trading, Series 63, Bloomberg, Hedge Funds, Trading Systems, ETFs, FINRA, Financial Markets, Series 24
Education
Ithaca College
Ithaca College
Weeden & Co. September 2006 - Present
Cowen and Company 2003 - 2006
CIBC World Markets 1993 - 2003
Skills
Series 7, Securities, Electronic Trading, Equities, Equity Trading, Series 63, Bloomberg, Hedge Funds, Trading Systems, ETFs, FINRA, Financial Markets, Series 24
Education
Ithaca College
Ithaca College
Phillip Swartz's CIBC World Markets Experience June 1999 - July 2011
Job Vice President, Corporate Development at TD Bank Group
Industry Banking
Experience
TD Bank Group September 2011 - Present
CIBC World Markets June 1999 - July 2011
Skills
Capital Markets, Investment Banking
Education
The University of Western Ontario - Richard Ivey School of Business 1995 — 1999
Honors Business Administration
TD Bank Group September 2011 - Present
CIBC World Markets June 1999 - July 2011
Skills
Capital Markets, Investment Banking
Education
The University of Western Ontario - Richard Ivey School of Business 1995 — 1999
Honors Business Administration
Layne Carson Fudge's CIBC World Markets Experience 1995 - 1999
Job Engagement Specialist at AcuityComplete
Industry Accounting
Experience
AcuityComplete February 2015 - Present
Carson Fudge 2000 - Present
CIBC World Markets 1995 - 1999
CIBC Wood Gundy 1990 - 1995
Law Environmental Inc. 1987 - 1990
Skills
Customer Service, Microsoft Office, Payroll, Accounts Payable, Accounts Receivable, Accounting, Invoicing, Credit, Data Entry, Fundraising, Loans, General Ledger, Spreadsheets, Commercial Banking, Microsoft Excel, Microsoft Word
Education
Kennesaw State University 1983 — 1987
Bachelor of Science (BS), Psychology
Kennesaw State University 1983 — 1987
Bachelor's degree, Psychology
AcuityComplete February 2015 - Present
Carson Fudge 2000 - Present
CIBC World Markets 1995 - 1999
CIBC Wood Gundy 1990 - 1995
Law Environmental Inc. 1987 - 1990
Skills
Customer Service, Microsoft Office, Payroll, Accounts Payable, Accounts Receivable, Accounting, Invoicing, Credit, Data Entry, Fundraising, Loans, General Ledger, Spreadsheets, Commercial Banking, Microsoft Excel, Microsoft Word
Education
Kennesaw State University 1983 — 1987
Bachelor of Science (BS), Psychology
Kennesaw State University 1983 — 1987
Bachelor's degree, Psychology
Mark August Farensbach's CIBC World Markets Experience May 2000 - July 2001
Job Senior Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2011 - Present
Stylus Capital September 2008 - November 2011
Chelsey Capital May 2002 - September 2008
Gentex Asset Management December 2001 - May 2002
CIBC World Markets May 2000 - July 2001
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Series 63, Options, Trading Systems, Portfolio Management, Trading, Electronic Trading, Securities, Wealth Management, Bonds, Equity Derivatives
Education
Adelphi University School of Business 1999 — 2001
MBA, International Business
King's College
Bachelor's degree, International Business/ Economics
Bank of America Merrill Lynch December 2011 - Present
Stylus Capital September 2008 - November 2011
Chelsey Capital May 2002 - September 2008
Gentex Asset Management December 2001 - May 2002
CIBC World Markets May 2000 - July 2001
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Series 63, Options, Trading Systems, Portfolio Management, Trading, Electronic Trading, Securities, Wealth Management, Bonds, Equity Derivatives
Education
Adelphi University School of Business 1999 — 2001
MBA, International Business
King's College
Bachelor's degree, International Business/ Economics
Loretta Simms's CIBC World Markets Experience October 1997 - February 2000
Job Executive Assistant
Industry Accounting
Experience
Ernst & Young October 2004 - March 2013
Stanford Vaden Health Center 2001 - September 2004
CIBC World Markets October 1997 - February 2000
Planned Parenthood Federation of America 1996 - October 1997
Skills
Microsoft Word, Microsoft Excel, Internet, Email, Lotus Notes, Interaction, General Time and Expense, GFIS, Microsoft Outlook
Education
Kaplan University-Cedar Falls Campus 2004 — 2006
Paralegal Studies
University of Phoenix-Southern California Campus 1997 — 1998
Business Administration and Management, General
Humboldt State University 1984 — 1987
N/A, Business Administration and Management, General
Ernst & Young October 2004 - March 2013
Stanford Vaden Health Center 2001 - September 2004
CIBC World Markets October 1997 - February 2000
Planned Parenthood Federation of America 1996 - October 1997
Skills
Microsoft Word, Microsoft Excel, Internet, Email, Lotus Notes, Interaction, General Time and Expense, GFIS, Microsoft Outlook
Education
Kaplan University-Cedar Falls Campus 2004 — 2006
Paralegal Studies
University of Phoenix-Southern California Campus 1997 — 1998
Business Administration and Management, General
Humboldt State University 1984 — 1987
N/A, Business Administration and Management, General
Courtney Lay's CIBC World Markets Experience January 2015 - Present
Job Associate at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets January 2015 - Present
CIBC World Markets August 2012 - December 2014
Richard Ivey School of Business September 2011 - January 2012
CIBC World Markets May 2011 - August 2011
Scotiabank Global Banking and Markets May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling
Education
Richard Ivey School of Business 2010 — 2012
Honours Business Administration
The University of Western Ontario 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Havergal College 1999 — 2008
High School
CIBC World Markets January 2015 - Present
CIBC World Markets August 2012 - December 2014
Richard Ivey School of Business September 2011 - January 2012
CIBC World Markets May 2011 - August 2011
Scotiabank Global Banking and Markets May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling
Education
Richard Ivey School of Business 2010 — 2012
Honours Business Administration
The University of Western Ontario 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Havergal College 1999 — 2008
High School
Alex Prole's CIBC World Markets Experience November 2014 - Present
Job Executive Director, RMG Group
Industry Investment Banking
Experience
CIBC World Markets November 2014 - Present
CIBC World Markets November 2009 - Present
CIBC World Markets August 1999 - November 2009
Skills
Interest Rate..., Trading, IRD, Derivatives, Structured Products, Swaps, Capital Markets, Fixed Income, Interest Rate Swaps, Bonds, Bloomberg, Credit Derivatives, Currency, Equity Derivatives, FX Options, Financial Markets, Investment Banking, Market Risk, Options
Education
Edinburgh University 1998 — 1999
Master of Science (MSc), Financial Mathematics
Imperial College London 1995 — 1998
Bachelor of Science (BSc), Mathematics
CIBC World Markets November 2014 - Present
CIBC World Markets November 2009 - Present
CIBC World Markets August 1999 - November 2009
Skills
Interest Rate..., Trading, IRD, Derivatives, Structured Products, Swaps, Capital Markets, Fixed Income, Interest Rate Swaps, Bonds, Bloomberg, Credit Derivatives, Currency, Equity Derivatives, FX Options, Financial Markets, Investment Banking, Market Risk, Options
Education
Edinburgh University 1998 — 1999
Master of Science (MSc), Financial Mathematics
Imperial College London 1995 — 1998
Bachelor of Science (BSc), Mathematics
Maria Vultaggio Molinelli's CIBC World Markets Experience February 2008 - Present
Job Director Commodity Index Trader at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets February 2008 - Present
Education
Lehigh University 2001 — 2005
BS, Mechanical Engineer
CIBC World Markets February 2008 - Present
Education
Lehigh University 2001 — 2005
BS, Mechanical Engineer
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS