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
Ajay Sekhand Ajay Sekhand's CIBC World Markets Experience September 1999 - December 2001
Job Senior Securities Analyst at Columbus Circle Investors
Industry Financial Services
Experience
Columbus Circle Investors January 2008 - Present
Mosaic Capital LLC March 2002 - December 2007
CIBC World Markets September 1999 - December 2001
Skills
Valuation, Investment Banking, Securities, Portfolio Management, Equities, Financial Modeling, Capital Markets
Education
McGill University 1996 — 1999
Bachelor of Commerce (BCom), Finance
Columbus Circle Investors January 2008 - Present
Mosaic Capital LLC March 2002 - December 2007
CIBC World Markets September 1999 - December 2001
Skills
Valuation, Investment Banking, Securities, Portfolio Management, Equities, Financial Modeling, Capital Markets
Education
McGill University 1996 — 1999
Bachelor of Commerce (BCom), Finance
Mary Jo Schmitt Mary Jo Schmitt's CIBC World Markets Experience November 1998 - July 1999
Job Human Resources Professional
Industry Financial Services
Experience
Technology Crossover Ventures (TCV) January 2012 - Present
The Blackstone Group April 2001 - February 2011
Merrill Lynch July 1999 - April 2001
CIBC World Markets November 1998 - July 1999
Alliance Capital Management March 1990 - January 1998
Skills
Equities, Private Equity, Due Diligence, Investment Banking, Mergers, Human Resources, Talent Management, Mergers & Acquisitions, Personnel Management, Management, Talent Acquisition, HRIS
Education
Columbia University
MA, Organizational Psychology
Loras College
BA, Business
Technology Crossover Ventures (TCV) January 2012 - Present
The Blackstone Group April 2001 - February 2011
Merrill Lynch July 1999 - April 2001
CIBC World Markets November 1998 - July 1999
Alliance Capital Management March 1990 - January 1998
Skills
Equities, Private Equity, Due Diligence, Investment Banking, Mergers, Human Resources, Talent Management, Mergers & Acquisitions, Personnel Management, Management, Talent Acquisition, HRIS
Education
Columbia University
MA, Organizational Psychology
Loras College
BA, Business
Scott K. Rosebrook Scott K. Rosebrook's CIBC World Markets Experience 1986 - 1989
Job Vice President, Corporate Finance & Investor Relations at Renewble Energy Trust
Industry Renewables & Environment
Experience
Renewable Energy Trust Capital, Inc. October 2013 - Present
BrightSource Energy, Inc. 2008 - 2013
PENSCO Trust Company 2007 - 2008
Silicon Valley Bank 2005 - 2007
TD Securities (USA) 2001 - 2005
IBM January 2001 - December 2001
Bank of America 1989 - 2000
CIBC World Markets 1986 - 1989
Skills
Corporate Finance, Capital Markets, Risk Management, Corporate Development, Strategy, Venture Capital, Investment Banking, Derivatives, Treasury Management, Finance, Securities, Leadership, capital raising,..., Credit, Mergers & Acquisitions, Investment Management, Investments, Due Diligence
Education
Presidio Graduate School
Sustainable Management
University of San Francisco
MBA, International Management
London Business School
Investment Management
Siena College
BS, Economics
Renewable Energy Trust Capital, Inc. October 2013 - Present
BrightSource Energy, Inc. 2008 - 2013
PENSCO Trust Company 2007 - 2008
Silicon Valley Bank 2005 - 2007
TD Securities (USA) 2001 - 2005
IBM January 2001 - December 2001
Bank of America 1989 - 2000
CIBC World Markets 1986 - 1989
Skills
Corporate Finance, Capital Markets, Risk Management, Corporate Development, Strategy, Venture Capital, Investment Banking, Derivatives, Treasury Management, Finance, Securities, Leadership, capital raising,..., Credit, Mergers & Acquisitions, Investment Management, Investments, Due Diligence
Education
Presidio Graduate School
Sustainable Management
University of San Francisco
MBA, International Management
London Business School
Investment Management
Siena College
BS, Economics
Tamara Gold Tamara Gold's CIBC World Markets Experience June 2004 - Present
Job Executive Director at CIBC World Markets
Industry Real Estate
Experience
CIBC World Markets June 2004 - Present
Gold Castle Holdings January 2003 - August 2004
Education
New York University 2003 — 2004
Master of Science (MS)
McGill University 1997 — 2000
Bachelor of Commerce (BCom)
CIBC World Markets June 2004 - Present
Gold Castle Holdings January 2003 - August 2004
Education
New York University 2003 — 2004
Master of Science (MS)
McGill University 1997 — 2000
Bachelor of Commerce (BCom)
Juan F. Conde Juan F. Conde's CIBC World Markets Experience September 2002 - February 2007
Job Senior Advisor Eleven Canterbury LLC
Industry Financial Services
Experience
Eleven Canterbury, LLC January 2015 - Present
Rebar Systems, LLC May 2013 - January 2015
PNC Financial Services Group March 2009 - December 2012
CIGNA Healthcare February 2007 - October 2008
CIBC World Markets September 2002 - February 2007
UBS Warburg March 1997 - August 2002
SunGard Capital Markets June 1987 - September 1996
Skills
Equities, Foreign Exchange, Risk Management, Trading Systems, Capital Markets, Program Management, Portfolio Management, Financial Services, Asset Management, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management
Advanced Certificate for Senior Executives
William & Mary
Bachelor's degree
Eleven Canterbury, LLC January 2015 - Present
Rebar Systems, LLC May 2013 - January 2015
PNC Financial Services Group March 2009 - December 2012
CIGNA Healthcare February 2007 - October 2008
CIBC World Markets September 2002 - February 2007
UBS Warburg March 1997 - August 2002
SunGard Capital Markets June 1987 - September 1996
Skills
Equities, Foreign Exchange, Risk Management, Trading Systems, Capital Markets, Program Management, Portfolio Management, Financial Services, Asset Management, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management
Advanced Certificate for Senior Executives
William & Mary
Bachelor's degree
Faisal Ladha Faisal Ladha's CIBC World Markets Experience May 2011 - August 2011
Job Senior Consultant
Industry Financial Services
Experience
CPCS (West Africa Division) January 2014 - Present
CPCS January 2013 - December 2013
CIBC World Markets May 2011 - August 2011
Scotia Capital September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
Skills
Financial Analysis, Financial Modeling, Credit Risk, Forecasting, Capital Markets, Due Diligence, Investments, Analysis, Bloomberg, Mergers & Acquisitions, Fixed Income, Investment Banking, Finance, Trading, Financial Services, Valuation, Corporate Finance, Project Finance, Equity Research, Credit, Portfolio Management, Emerging Markets, Business Analysis
Education
McMaster University 2009 — 2011
MBA, Strategic Business Valuation
University of Toronto at Scarborough 2004 — 2009
BBA, Finance
CPCS (West Africa Division) January 2014 - Present
CPCS January 2013 - December 2013
CIBC World Markets May 2011 - August 2011
Scotia Capital September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
Skills
Financial Analysis, Financial Modeling, Credit Risk, Forecasting, Capital Markets, Due Diligence, Investments, Analysis, Bloomberg, Mergers & Acquisitions, Fixed Income, Investment Banking, Finance, Trading, Financial Services, Valuation, Corporate Finance, Project Finance, Equity Research, Credit, Portfolio Management, Emerging Markets, Business Analysis
Education
McMaster University 2009 — 2011
MBA, Strategic Business Valuation
University of Toronto at Scarborough 2004 — 2009
BBA, Finance
Ian de Verteuil Ian de Verteuil's CIBC World Markets Experience November 2014 - Present
Job Managing Director and Head of Portfolio Strategy, Quantitative and Technical Research at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets November 2014 - Present
BMO Capital Markets September 2011 - December 2013
CPP Investment Board September 2009 - January 2011
BMO Capital Markets September 1987 - September 2009
Education
The University of Western Ontario 1984 — 1986
MBA
McGill University 1981 — 1984
B. Sc., Chemistry
CIBC World Markets November 2014 - Present
BMO Capital Markets September 2011 - December 2013
CPP Investment Board September 2009 - January 2011
BMO Capital Markets September 1987 - September 2009
Education
The University of Western Ontario 1984 — 1986
MBA
McGill University 1981 — 1984
B. Sc., Chemistry
Debra Underwood Debra Underwood's CIBC World Markets Experience 1997 - 2000
Job Executive Coach & Consultant
Industry Professional Training & Coaching
Experience
Underwood Consulting 2013 - Present
Haas School of Business 2010 - Present
The Vibrant Group 2007 - 2009
Levin Menzies & Assc 2002 - 2006
CIBC World Markets 1997 - 2000
Skills
Program Management, Strategy, Nonprofits, Business Strategy, Leadership Development, Management Consulting, Non-profits, Coaching, Business Development, Team Building, Career Counseling, Entrepreneurship, Executive Coaching, Consulting
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
MBA
Louisiana State University 1990 — 1995
Bachelor of Science, Economics
New Ventures West
Integral Coaching Certification
Underwood Consulting 2013 - Present
Haas School of Business 2010 - Present
The Vibrant Group 2007 - 2009
Levin Menzies & Assc 2002 - 2006
CIBC World Markets 1997 - 2000
Skills
Program Management, Strategy, Nonprofits, Business Strategy, Leadership Development, Management Consulting, Non-profits, Coaching, Business Development, Team Building, Career Counseling, Entrepreneurship, Executive Coaching, Consulting
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
MBA
Louisiana State University 1990 — 1995
Bachelor of Science, Economics
New Ventures West
Integral Coaching Certification
Michael Finkelstein Michael Finkelstein's CIBC World Markets Experience August 2007 - December 2009
Job Senior Associate, Direct Private Equity at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board April 2012 - Present
CPP Investment Board December 2009 - March 2012
CIBC World Markets August 2007 - December 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Private Equity, Bloomberg, Hedge Funds, Equity Research, Corporate Finance, Fixed Income, Investments, Portfolio Management, Due Diligence, Derivatives
Education
McGill University 2002 — 2006
B. Comm, Finance
CHAT 1998 — 2002
CPP Investment Board April 2012 - Present
CPP Investment Board December 2009 - March 2012
CIBC World Markets August 2007 - December 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Private Equity, Bloomberg, Hedge Funds, Equity Research, Corporate Finance, Fixed Income, Investments, Portfolio Management, Due Diligence, Derivatives
Education
McGill University 2002 — 2006
B. Comm, Finance
CHAT 1998 — 2002
GRACE DING GRACE DING's CIBC World Markets Experience December 2003 - February 2005
Job CFA
Industry Banking
Experience
BNP Paribas February 2005 - April 2008
CIBC World Markets December 2003 - February 2005
Nokia Siemens Networks April 1996 - April 2000
Education
McGill University 2001 — 2003
MBA
Zhe Jiang University 1991 — 1995
Bachelor of Arts, English and Economics
BNP Paribas February 2005 - April 2008
CIBC World Markets December 2003 - February 2005
Nokia Siemens Networks April 1996 - April 2000
Education
McGill University 2001 — 2003
MBA
Zhe Jiang University 1991 — 1995
Bachelor of Arts, English and Economics
Ajeet Atwal Ajeet Atwal's CIBC World Markets Experience 2005 - 2007
Job
Industry Investment Banking
Experience
RBC Capital Markets January 2011 - Present
RBC Capital Markets 2010 - 2011
Lehman Brothers 2008 - 2008
CIBC World Markets 2005 - 2007
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Securitization, Corporate Credit, Valuation, Equity Research, Financial Modeling, Capital Markets
Education
London Business School 2007 — 2009
MBA
McGill University 2000 — 2004
Bachelor of Commerce, Major: Finance, Concentration: Marketing
Crescent School 1992 — 2000
RBC Capital Markets January 2011 - Present
RBC Capital Markets 2010 - 2011
Lehman Brothers 2008 - 2008
CIBC World Markets 2005 - 2007
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Securitization, Corporate Credit, Valuation, Equity Research, Financial Modeling, Capital Markets
Education
London Business School 2007 — 2009
MBA
McGill University 2000 — 2004
Bachelor of Commerce, Major: Finance, Concentration: Marketing
Crescent School 1992 — 2000
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
Sarah B. Xu Sarah B. Xu's CIBC World Markets Experience July 2014 - Present
Job Associate, U.S. Real Estate Finance at CIBC World Markets
Industry Real Estate
Experience
CIBC World Markets July 2014 - Present
Equity Office Properties May 2013 - August 2013
New York University November 2012 - May 2013
Bryant Park Corporation / 34th Street Partnership May 2011 - May 2012
Columbia Institute for Tele-information June 2010 - August 2010
Skills
Urban Planning, Data Analysis, Urban Policy, Public Policy, Economic Development, Valuation, Market Analysis, Research Project..., Sustainability, Real Estate Development, Community Development, Financial Modeling, Argus Modeling, Due Diligence, GIS, Analysis, Project Management
Education
McGill University 2007 — 2011
Bachelor of Arts, Political Science & Economics, Environment Science minor
NYU 2012 — 2014
Master of Science (M.S.), Real Estate - Finance & Investments
Robert Bateman Highschool 2006 — 2007
IB Diploma
CIBC World Markets July 2014 - Present
Equity Office Properties May 2013 - August 2013
New York University November 2012 - May 2013
Bryant Park Corporation / 34th Street Partnership May 2011 - May 2012
Columbia Institute for Tele-information June 2010 - August 2010
Skills
Urban Planning, Data Analysis, Urban Policy, Public Policy, Economic Development, Valuation, Market Analysis, Research Project..., Sustainability, Real Estate Development, Community Development, Financial Modeling, Argus Modeling, Due Diligence, GIS, Analysis, Project Management
Education
McGill University 2007 — 2011
Bachelor of Arts, Political Science & Economics, Environment Science minor
NYU 2012 — 2014
Master of Science (M.S.), Real Estate - Finance & Investments
Robert Bateman Highschool 2006 — 2007
IB Diploma
Jeff Ammerman Jeff Ammerman's CIBC World Markets Experience 2001 - 2005
Job Head of Specialty Pharmaceutical Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray November 2012 - Present
Jefferies & Company 2006 - August 2012
Greif & Co. 2005 - 2006
CIBC World Markets 2001 - 2005
Roth Capital Partners 2000 - 2001
Skills
Investment Banking
Education
Loyola Marymount University, College of Business Administration 1996 — 2000
Piper Jaffray November 2012 - Present
Jefferies & Company 2006 - August 2012
Greif & Co. 2005 - 2006
CIBC World Markets 2001 - 2005
Roth Capital Partners 2000 - 2001
Skills
Investment Banking
Education
Loyola Marymount University, College of Business Administration 1996 — 2000
Joseph Stolfi Joseph Stolfi's CIBC World Markets Experience 2003 - 2004
Job Senior Technology Officer
Industry Financial Services
Experience
Deutsche Bank 2014 - Present
Affusion Consulting 2010 - 2014
Citigroup Global Wealth Management 2007 - 2009
American Stock Exchange 2006 - 2007
Morningstar (Formerly LIM) 2004 - 2006
CIBC World Markets 2003 - 2004
Citigroup /Global Corporate & Investment Bank January 1985 - 2001
Skills
Vendor Management, Fixed Income, Equities, Operating Budgets, Trading Systems, Program Trading, Proprietary Trading, Exchange Connectivity, Fault Tolerant Systems, Trading Technology, Market Data, Smart Order Routing, Business Relationship..., Electronic Trading, Routing, Options, Risk Management, SDLC, Disaster Recovery, Solaris, Middle Office, Equity Trading, Trading, Securities, Low Latency, Banking, Investment Banking, Financial Markets, FX Options, Prime Brokerage, Hedge Funds, FX trading, Derivatives, Capital Markets
Education
Long Island University
Bachelor of Science
Deutsche Bank 2014 - Present
Affusion Consulting 2010 - 2014
Citigroup Global Wealth Management 2007 - 2009
American Stock Exchange 2006 - 2007
Morningstar (Formerly LIM) 2004 - 2006
CIBC World Markets 2003 - 2004
Citigroup /Global Corporate & Investment Bank January 1985 - 2001
Skills
Vendor Management, Fixed Income, Equities, Operating Budgets, Trading Systems, Program Trading, Proprietary Trading, Exchange Connectivity, Fault Tolerant Systems, Trading Technology, Market Data, Smart Order Routing, Business Relationship..., Electronic Trading, Routing, Options, Risk Management, SDLC, Disaster Recovery, Solaris, Middle Office, Equity Trading, Trading, Securities, Low Latency, Banking, Investment Banking, Financial Markets, FX Options, Prime Brokerage, Hedge Funds, FX trading, Derivatives, Capital Markets
Education
Long Island University
Bachelor of Science
Matt London Matt London's CIBC World Markets Experience January 2012 - May 2013
Job Manager Treasury and Balance Sheet Management at TD
Industry Capital Markets
Experience
TD Bank May 2013 - Present
CIBC World Markets January 2012 - May 2013
CIBC World Markets January 2009 - December 2011
CIBC November 2006 - January 2009
Skills
Structured Products, Mortgage Lending, Securitization, Valuation, MBS, Bloomberg, Fixed Income, Investments, Residential Mortgages, Bonds, Portfolio Management, Capital Markets, Interest Rate Swaps, Microsoft Excel, Wealth Management, Collateral Management, Covered Bonds, Asset Management, Funding, CMBS
Education
McMaster University 2002 — 2006
BComm, Economics, Finance
TD Bank May 2013 - Present
CIBC World Markets January 2012 - May 2013
CIBC World Markets January 2009 - December 2011
CIBC November 2006 - January 2009
Skills
Structured Products, Mortgage Lending, Securitization, Valuation, MBS, Bloomberg, Fixed Income, Investments, Residential Mortgages, Bonds, Portfolio Management, Capital Markets, Interest Rate Swaps, Microsoft Excel, Wealth Management, Collateral Management, Covered Bonds, Asset Management, Funding, CMBS
Education
McMaster University 2002 — 2006
BComm, Economics, Finance
François Helou François Helou's CIBC World Markets Experience January 2000 - March 2001
Job H&K Advisory Group, BMO Nesbitt Burns
Industry Capital Markets
Experience
BMO Nesbitt Burns February 2014 - Present
Meadowbank Capital Inc. February 2011 - February 2014
Carthage Capital Inc. February 2010 - February 2014
RBC Capital Markets March 2002 - February 2010
HSBC Bank Canada March 2001 - March 2002
CIBC World Markets January 2000 - March 2001
CIBC World Markets January 1997 - January 2000
Bank of Montreal September 1993 - January 1997
CIBC June 1992 - September 1993
CIBC October 1990 - June 1992
Skills
Structured Products, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Equities, Investment Banking, Trading, Alternative Investments, Equity Derivatives, Investments, Financial Markets, Corporate Finance, Options, Private Equity, Investment Management, Asset Management, Corporate Development, Wealth Management, FX Options, Investment Strategies, Mutual Funds, Investment Advisory, Financial Services, Equity Research, Structured Finance, Securities, Financial Structuring, Emerging Markets, Hedging, Asset Allocation, Swaps, Bonds, Commodity, Equity Trading, Credit Derivatives, ETFs, Electronic Trading, Market Risk, Trading Systems, Interest Rate..., Bloomberg, Valuation, Portfolio Management, Investor Relations, Securitization, Prime Brokerage, Venture Capital, Proprietary Trading, Private Placements
Education
Chartered Financial Analyst 1991 — 1994
CFA, Finance
McGill University 1988 — 1990
MBA, Finance
Université Laval 1982 — 1986
Bachelor of Engineering (B.Eng.), Civil Engineering
BMO Nesbitt Burns February 2014 - Present
Meadowbank Capital Inc. February 2011 - February 2014
Carthage Capital Inc. February 2010 - February 2014
RBC Capital Markets March 2002 - February 2010
HSBC Bank Canada March 2001 - March 2002
CIBC World Markets January 2000 - March 2001
CIBC World Markets January 1997 - January 2000
Bank of Montreal September 1993 - January 1997
CIBC June 1992 - September 1993
CIBC October 1990 - June 1992
Skills
Structured Products, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Equities, Investment Banking, Trading, Alternative Investments, Equity Derivatives, Investments, Financial Markets, Corporate Finance, Options, Private Equity, Investment Management, Asset Management, Corporate Development, Wealth Management, FX Options, Investment Strategies, Mutual Funds, Investment Advisory, Financial Services, Equity Research, Structured Finance, Securities, Financial Structuring, Emerging Markets, Hedging, Asset Allocation, Swaps, Bonds, Commodity, Equity Trading, Credit Derivatives, ETFs, Electronic Trading, Market Risk, Trading Systems, Interest Rate..., Bloomberg, Valuation, Portfolio Management, Investor Relations, Securitization, Prime Brokerage, Venture Capital, Proprietary Trading, Private Placements
Education
Chartered Financial Analyst 1991 — 1994
CFA, Finance
McGill University 1988 — 1990
MBA, Finance
Université Laval 1982 — 1986
Bachelor of Engineering (B.Eng.), Civil Engineering
Tracy Zhao, CFA Tracy Zhao, CFA's CIBC World Markets Experience August 2007 - May 2008
Job Vice President, High Yield & Distressed Sales
Industry Investment Banking
Experience
GMP Securities, LLC November 2011 - Present
GMP Securities L.P. September 2008 - August 2011
CIBC World Markets August 2007 - May 2008
CIBC World Markets May 2007 - August 2007
Skills
Capital Markets, Valuation, Equities, Fixed Income, Financial Modeling, Credit Analysis, Derivatives, Hedge Funds, High Yield Bonds, Bonds, Investment Banking
Education
McGill University
GMP Securities, LLC November 2011 - Present
GMP Securities L.P. September 2008 - August 2011
CIBC World Markets August 2007 - May 2008
CIBC World Markets May 2007 - August 2007
Skills
Capital Markets, Valuation, Equities, Fixed Income, Financial Modeling, Credit Analysis, Derivatives, Hedge Funds, High Yield Bonds, Bonds, Investment Banking
Education
McGill University
Ryan Gabe (Ryan Gagliano) Thomas, PMP's CIBC World Markets Experience November 2005 - August 2006
Job Product Manager Strategic, Adaptable, ProblemSolver
Industry Information Technology and Services
Experience
Capital One Home Loans January 2014 - Present
Noetix Corporation August 2012 - July 2013
Matson Navigation December 2011 - August 2012
JPMorganChase November 2010 - November 2011
CBS Corporation January 2009 - November 2010
CBS Corporation June 2007 - December 2008
JP Morgan Chase September 2006 - June 2007
CIBC World Markets November 2005 - August 2006
Capital One July 2003 - September 2005
Skills
Business Intelligence, Requirements Analysis, Integration, PMP, Data Warehousing, Agile Methodologies, SDLC, Business Process, Management, Vendor Management, PMO, Oracle E-Business Suite, Process Improvement, Testing, Program Management, SharePoint, User Acceptance Testing, Oracle, Project Management, Business Analysis, Analysis, Enterprise Software, PL/SQL, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Product Management, Product Design, Oracle HR, Oracle Reports, Problem Solving, Digital Strategy, Business Strategy, User Interface Design, Agile Web Development, Agile Project Management, LPS Desktop, Strategic Planning, Business Process..., Business Process..., Wireframes, Customer Experience, Easily Adaptable, Market Analysis, Legal Compliance, Business Process Design, Cross-functional Team..., Key Performance..., Quality Assurance, Risk Management
Education
Louisiana State University 1998 — 2003
Bachelor of Sciences, Information Systems Decision Sciences, 3.5
Louisiana State University 1998 — 2003
Bachelor of Applied Science (BASc), Management Information Systems, General
Capital One Home Loans January 2014 - Present
Noetix Corporation August 2012 - July 2013
Matson Navigation December 2011 - August 2012
JPMorganChase November 2010 - November 2011
CBS Corporation January 2009 - November 2010
CBS Corporation June 2007 - December 2008
JP Morgan Chase September 2006 - June 2007
CIBC World Markets November 2005 - August 2006
Capital One July 2003 - September 2005
Skills
Business Intelligence, Requirements Analysis, Integration, PMP, Data Warehousing, Agile Methodologies, SDLC, Business Process, Management, Vendor Management, PMO, Oracle E-Business Suite, Process Improvement, Testing, Program Management, SharePoint, User Acceptance Testing, Oracle, Project Management, Business Analysis, Analysis, Enterprise Software, PL/SQL, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Product Management, Product Design, Oracle HR, Oracle Reports, Problem Solving, Digital Strategy, Business Strategy, User Interface Design, Agile Web Development, Agile Project Management, LPS Desktop, Strategic Planning, Business Process..., Business Process..., Wireframes, Customer Experience, Easily Adaptable, Market Analysis, Legal Compliance, Business Process Design, Cross-functional Team..., Key Performance..., Quality Assurance, Risk Management
Education
Louisiana State University 1998 — 2003
Bachelor of Sciences, Information Systems Decision Sciences, 3.5
Louisiana State University 1998 — 2003
Bachelor of Applied Science (BASc), Management Information Systems, General
Ravinder (Rosy) Singh Ravinder (Rosy) Singh's CIBC World Markets Experience September 2004 - February 2005
Job Sr. Business Systems Analyst at Manulife Financial
Industry Information Technology and Services
Experience
Manulife Financial November 2014 - Present
Shoppers Drug Mart June 2014 - October 2014
Business & Decision Group June 2011 - January 2014
Amlin May 2010 - May 2011
TEKsystems October 2008 - September 2009
PAYZA October 2006 - October 2008
TEKsystems (formerly, Computer Horizons) January 2006 - September 2006
TEKsystems (Formerly, Computer Horizons) May 2005 - January 2006
CIBC World Markets September 2004 - February 2005
AEGON Canada/Transamerica Life Canada February 2001 - October 2003
Skills
SAS Enterprise Guide, Identity Management, Access Control..., Data Governance, Business Analysis, PRINCE2, Visio, SDLC, Requirements Analysis, Business Intelligence, SAS, Integration, Agile Methodologies, UML, Sequence Diagrams, User Experience Design, User Acceptance Testing, web applications, Web Analytics, Digital Marketing..., Google Analytics, Business Process..., XML, Software Development
Education
McGill University 2006 — 2007
Project Management
Expert Computers System Inc. 1997 — 1998
Database Development & Applications
University of Toronto 1993 — 1997
B.A Arts, South Asian Studies, Political Science
High School
Manulife Financial November 2014 - Present
Shoppers Drug Mart June 2014 - October 2014
Business & Decision Group June 2011 - January 2014
Amlin May 2010 - May 2011
TEKsystems October 2008 - September 2009
PAYZA October 2006 - October 2008
TEKsystems (formerly, Computer Horizons) January 2006 - September 2006
TEKsystems (Formerly, Computer Horizons) May 2005 - January 2006
CIBC World Markets September 2004 - February 2005
AEGON Canada/Transamerica Life Canada February 2001 - October 2003
Skills
SAS Enterprise Guide, Identity Management, Access Control..., Data Governance, Business Analysis, PRINCE2, Visio, SDLC, Requirements Analysis, Business Intelligence, SAS, Integration, Agile Methodologies, UML, Sequence Diagrams, User Experience Design, User Acceptance Testing, web applications, Web Analytics, Digital Marketing..., Google Analytics, Business Process..., XML, Software Development
Education
McGill University 2006 — 2007
Project Management
Expert Computers System Inc. 1997 — 1998
Database Development & Applications
University of Toronto 1993 — 1997
B.A Arts, South Asian Studies, Political Science
High School
David Hastie's CIBC World Markets Experience May 2008 - August 2008
Job Director & District Manager at Roynat Capital
Industry Financial Services
Experience
Roynat Capital November 2013 - Present
Roynat Capital March 2011 - October 2013
BMO Capital Markets July 2009 - April 2011
CIBC World Markets May 2008 - August 2008
GE Capital January 2007 - June 2007
GE Capital April 2005 - January 2007
GE Capital April 2003 - April 2005
GE Capital May 2002 - April 2003
Skills
Mergers & Acquisitions, Strategy, Corporate Finance, Financial Modeling, Portfolio Management, Financial Analysis, Finance, Investments, Underwriting, Credit, Mergers, Business Development, Relationship Management, Negotiation, Valuation, Risk Management
Education
McGill University 2007 — 2009
MBA, Finance
The University of British Columbia 1998 — 2002
BCom, Business Management
Roynat Capital November 2013 - Present
Roynat Capital March 2011 - October 2013
BMO Capital Markets July 2009 - April 2011
CIBC World Markets May 2008 - August 2008
GE Capital January 2007 - June 2007
GE Capital April 2005 - January 2007
GE Capital April 2003 - April 2005
GE Capital May 2002 - April 2003
Skills
Mergers & Acquisitions, Strategy, Corporate Finance, Financial Modeling, Portfolio Management, Financial Analysis, Finance, Investments, Underwriting, Credit, Mergers, Business Development, Relationship Management, Negotiation, Valuation, Risk Management
Education
McGill University 2007 — 2009
MBA, Finance
The University of British Columbia 1998 — 2002
BCom, Business Management
Mark T.J. Whittle Mark T.J. Whittle's CIBC World Markets Experience March 1999 - January 2000
Job Director, Integrated Service Delivery and Operations, Trade Floor and Level 2 Support at CIBC
Industry Information Technology and Services
Experience
CIBC July 2011 - Present
CIBC January 2007 - July 2011
Global Technology Infrastructure June 2004 - January 2007
CIBC January 2000 - April 2002
CIBC World Markets March 1999 - January 2000
CIBC World Markets July 1998 - March 1999
MCC Computer Consulting January 1995 - June 1998
Skills
Organizational Change, Trading, Application..., Leadership Development, Change Management, VDI, Business Strategy, Performance Management, Team Building, Organizational..., Trading Systems, Equities, Strategic Planning, Operating Systems, Infrastructure, Leadership, Coaching, Active Directory, ITIL, Management, Hardware, IT Management, Technical Support, Disaster Recovery, System Deployment, Risk Management, Software Installation, Training, IT Service Management, Troubleshooting, IT Operations, Vendor Management, Networking, Servers, Data Center, IT Strategy, Integration, Business Continuity, VMware, Network Administration, Software Documentation, System Administration, Incident Management, Telecommunications, Enterprise Software, Call Centers, CRM, Project Management, Blackberry, Databases
Education
Queens Schol of Business 2014 — 2014
Certificate in Executive Management
HP Education 2013 — 2013
HP Blade Chassis Administration
Queens School of Business 2013 — 2013
Operations Management
HP Education 2012 — 2012
Advanced System Insignt Manager
InFront Computer Consulting 2011 — 2011
System Center Operations Manager - Boot Camp
Queen School of Business 2009 — 2009
Strategy
VMtraining 2009 — 2009
Certification, Certified Virtualization Expert
York University - Schulich School of Business 2009 — 2009
Strategy
Queen's University 2008 — 2008
Executive Leadership
Loyalist College 2004 — 2005
Certified, IT Service Management
CIBC July 2011 - Present
CIBC January 2007 - July 2011
Global Technology Infrastructure June 2004 - January 2007
CIBC January 2000 - April 2002
CIBC World Markets March 1999 - January 2000
CIBC World Markets July 1998 - March 1999
MCC Computer Consulting January 1995 - June 1998
Skills
Organizational Change, Trading, Application..., Leadership Development, Change Management, VDI, Business Strategy, Performance Management, Team Building, Organizational..., Trading Systems, Equities, Strategic Planning, Operating Systems, Infrastructure, Leadership, Coaching, Active Directory, ITIL, Management, Hardware, IT Management, Technical Support, Disaster Recovery, System Deployment, Risk Management, Software Installation, Training, IT Service Management, Troubleshooting, IT Operations, Vendor Management, Networking, Servers, Data Center, IT Strategy, Integration, Business Continuity, VMware, Network Administration, Software Documentation, System Administration, Incident Management, Telecommunications, Enterprise Software, Call Centers, CRM, Project Management, Blackberry, Databases
Education
Queens Schol of Business 2014 — 2014
Certificate in Executive Management
HP Education 2013 — 2013
HP Blade Chassis Administration
Queens School of Business 2013 — 2013
Operations Management
HP Education 2012 — 2012
Advanced System Insignt Manager
InFront Computer Consulting 2011 — 2011
System Center Operations Manager - Boot Camp
Queen School of Business 2009 — 2009
Strategy
VMtraining 2009 — 2009
Certification, Certified Virtualization Expert
York University - Schulich School of Business 2009 — 2009
Strategy
Queen's University 2008 — 2008
Executive Leadership
Loyalist College 2004 — 2005
Certified, IT Service Management
Ivan Araya's CIBC World Markets Experience June 2014 - Present
Job Head Latin American Banks at CIBC World Markets
Industry Banking
Experience
CIBC World Markets June 2014 - Present
RBS Markets & International Banking January 2013 - June 2014
Royal Bank of Scotland March 2011 - January 2013
RBS Global Banking & Markets January 2008 - May 2010
ABN AMRO Bank January 2001 - January 2008
ABN AMRO Bank N.V. July 1999 - February 2001
ABN AMRO Bank N.V. January 1996 - September 1999
Skills
Structured Finance, Emerging Markets, Financial Structuring, Project Finance, Credit Risk, Fixed Income, Financial Markets, Restructuring, Trade Finance, FX Options, Equities, Structured Products, Financial Institutions, Due Diligence, Credit, Management Consulting, Investments, Commercial Banking, Basel II, Market Risk, Trading
Education
Leiden University 1977 — 1984
Master, International Law
Het Christelijk Lyceum, Dordrecht 1974 — 1977
CIBC World Markets June 2014 - Present
RBS Markets & International Banking January 2013 - June 2014
Royal Bank of Scotland March 2011 - January 2013
RBS Global Banking & Markets January 2008 - May 2010
ABN AMRO Bank January 2001 - January 2008
ABN AMRO Bank N.V. July 1999 - February 2001
ABN AMRO Bank N.V. January 1996 - September 1999
Skills
Structured Finance, Emerging Markets, Financial Structuring, Project Finance, Credit Risk, Fixed Income, Financial Markets, Restructuring, Trade Finance, FX Options, Equities, Structured Products, Financial Institutions, Due Diligence, Credit, Management Consulting, Investments, Commercial Banking, Basel II, Market Risk, Trading
Education
Leiden University 1977 — 1984
Master, International Law
Het Christelijk Lyceum, Dordrecht 1974 — 1977
Charly-Ann Oddo Charly-Ann Oddo's CIBC World Markets Experience July 2006 - August 2006
Job Director of Marketing at HYDRIVE Energy LLC
Industry Food & Beverages
Experience
HYDRIVE Energy LLC June 2008 - Present
HYDRIVE Energy LLC September 2005 - June 2008
CIBC World Markets July 2006 - August 2006
New York City Parks & Recreation June 2004 - August 2004
Advanced Foot Care May 2002 - August 2003
Skills
Social Media, Marketing Communications, Marketing, Social Media Marketing, Marketing Strategy
Education
Manhattanville College 2003 — 2007
Bachelors, Communications, Management with a Marketing Concentration
St. Joseph By the Sea High School 1999 — 2003
HYDRIVE Energy LLC June 2008 - Present
HYDRIVE Energy LLC September 2005 - June 2008
CIBC World Markets July 2006 - August 2006
New York City Parks & Recreation June 2004 - August 2004
Advanced Foot Care May 2002 - August 2003
Skills
Social Media, Marketing Communications, Marketing, Social Media Marketing, Marketing Strategy
Education
Manhattanville College 2003 — 2007
Bachelors, Communications, Management with a Marketing Concentration
St. Joseph By the Sea High School 1999 — 2003
Rick Lomas's CIBC World Markets Experience November 1989 - November 1999
Job Currently on exploration.
Industry Financial Services
Experience
CIBC 1978 - Present
CIT Business Credit Canada January 2000 - December 2009
CIBC World Markets November 1989 - November 1999
Skills
Passion for Helping..., Asset Based Lending, Capital Markets, Credit, Financial Structuring, Loans, Risk Management, Venture Capital, Syndications
Education
McMaster University 1981 — 1985
MBA, Finance
Western University 1976 — 1978
BSc, Math
CIBC 1978 - Present
CIT Business Credit Canada January 2000 - December 2009
CIBC World Markets November 1989 - November 1999
Skills
Passion for Helping..., Asset Based Lending, Capital Markets, Credit, Financial Structuring, Loans, Risk Management, Venture Capital, Syndications
Education
McMaster University 1981 — 1985
MBA, Finance
Western University 1976 — 1978
BSc, Math
Tim Zahrobsky's CIBC World Markets Experience 2005 - 2008
Job Vice President at ABS Capital Partners
Industry Venture Capital & Private Equity
Experience
ABS Capital Partners June 2014 - Present
ABS Capital Partners July 2009 - June 2014
Oppenheimer & Co. January 2008 - April 2009
CIBC World Markets 2005 - 2008
KPMG July 2004 - May 2005
Skills
Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking, Venture Capital, LBO, Mergers & Acquisitions, Equities, M&A experience, Corporate Development, Business Valuation, Capital Markets, Alternative Investments, Finance
Education
Loyola University Maryland 2001 — 2004
BBA
ABS Capital Partners June 2014 - Present
ABS Capital Partners July 2009 - June 2014
Oppenheimer & Co. January 2008 - April 2009
CIBC World Markets 2005 - 2008
KPMG July 2004 - May 2005
Skills
Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking, Venture Capital, LBO, Mergers & Acquisitions, Equities, M&A experience, Corporate Development, Business Valuation, Capital Markets, Alternative Investments, Finance
Education
Loyola University Maryland 2001 — 2004
BBA
cynthia chelala cynthia chelala's CIBC World Markets Experience 2002 - 2004
Job HR Generalist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman November 2013 - Present
UBS Investment Bank June 2004 - October 2013
CIBC World Markets 2002 - 2004
Fox Broadcasting Company 2001 - 2002
Skills
Onboarding, Talent Management, Employee Benefits, Deferred Compensation, HRIS, Performance Management, Succession Planning, Employee Relations, Talent Acquisition, Human Resources, Recruiting, Employee Engagement
Education
Lynchburg College 1994 — 1998
Bachelor of Arts (B.A.), Marketing
Neuberger Berman November 2013 - Present
UBS Investment Bank June 2004 - October 2013
CIBC World Markets 2002 - 2004
Fox Broadcasting Company 2001 - 2002
Skills
Onboarding, Talent Management, Employee Benefits, Deferred Compensation, HRIS, Performance Management, Succession Planning, Employee Relations, Talent Acquisition, Human Resources, Recruiting, Employee Engagement
Education
Lynchburg College 1994 — 1998
Bachelor of Arts (B.A.), Marketing
Ellen Tan Ellen Tan's CIBC World Markets Experience April 2015 - Present
Job Senior Analyst at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets April 2015 - Present
BMO Financial Group April 2013 - April 2015
BMO Financial Group June 2011 - March 2013
Citco Fund Services July 2010 - June 2011
RBC Dexia Investor Services August 2007 - June 2010
Education
McMaster University
CIBC World Markets April 2015 - Present
BMO Financial Group April 2013 - April 2015
BMO Financial Group June 2011 - March 2013
Citco Fund Services July 2010 - June 2011
RBC Dexia Investor Services August 2007 - June 2010
Education
McMaster University
Katie Murphy Scholder Katie Murphy Scholder's CIBC World Markets Experience April 1998 - April 2000
Job Talent Acquisition Specialist
Industry Human Resources
Experience
Celerity March 2012 - January 2013
Enterprise Solution Providers August 2006 - March 2012
Adecco NA November 2001 - August 2006
Reuters America Inc May 2000 - September 2001
CIBC World Markets April 1998 - April 2000
Skills
Sourcing, Full-life Cycle..., Candidate Retention, Qualifying Candidates, Financial Recruiting, Direct Placement, Technical Recruiting, Human Resources, Employment Law, Employee Benefits, Internet Recruiting, Onboarding, Contract Recruitment, Recruiting, Vendor Management, Screening Resumes, HR Policies, Applicant Tracking..., Corporate Recruiting, Talent Management, Interviews, Management, New Hire Orientations, Talent Acquisition, Benefits Negotiation, Temporary Placement, College Recruiting, Executive Search, Screening, Payroll, Staff Augmentation, Consulting, Deferred Compensation, Permanent Placement, Employee Relations, Staffing Services, PeopleSoft, Personnel Management, IT Recruitment, Temporary Staffing, HRIS, Performance Management, Employer Branding, Background Checks, Resume Writing, Taleo, Employee Engagement, Resource Management, HR Consulting, Workforce Planning
Education
Marymount Manhattan College
Bachelor of Arts (BA), Business- Leadership
C W Post- LIU Campus
Certificate, Human Resources Management
Manhasset High School
General Studies
Celerity March 2012 - January 2013
Enterprise Solution Providers August 2006 - March 2012
Adecco NA November 2001 - August 2006
Reuters America Inc May 2000 - September 2001
CIBC World Markets April 1998 - April 2000
Skills
Sourcing, Full-life Cycle..., Candidate Retention, Qualifying Candidates, Financial Recruiting, Direct Placement, Technical Recruiting, Human Resources, Employment Law, Employee Benefits, Internet Recruiting, Onboarding, Contract Recruitment, Recruiting, Vendor Management, Screening Resumes, HR Policies, Applicant Tracking..., Corporate Recruiting, Talent Management, Interviews, Management, New Hire Orientations, Talent Acquisition, Benefits Negotiation, Temporary Placement, College Recruiting, Executive Search, Screening, Payroll, Staff Augmentation, Consulting, Deferred Compensation, Permanent Placement, Employee Relations, Staffing Services, PeopleSoft, Personnel Management, IT Recruitment, Temporary Staffing, HRIS, Performance Management, Employer Branding, Background Checks, Resume Writing, Taleo, Employee Engagement, Resource Management, HR Consulting, Workforce Planning
Education
Marymount Manhattan College
Bachelor of Arts (BA), Business- Leadership
C W Post- LIU Campus
Certificate, Human Resources Management
Manhasset High School
General Studies
David Hogarth David Hogarth's CIBC World Markets Experience December 2014 - Present
Job Investment Banking Associate at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets December 2014 - Present
Deloitte October 2012 - November 2014
Scotia Capital May 2011 - August 2011
Kraft Foods August 2009 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Microsoft Excel, Strategy, Financial Reporting, M&A experience, Business Strategy, Investments, Investment Banking, Economics, Finance
Education
McGill University 2010 — 2012
MBA, Finance
National University of Singapore 2012 — 2012
MBA
McMaster University 2004 — 2008
BCOM, Finance, Economics
CIBC World Markets December 2014 - Present
Deloitte October 2012 - November 2014
Scotia Capital May 2011 - August 2011
Kraft Foods August 2009 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Microsoft Excel, Strategy, Financial Reporting, M&A experience, Business Strategy, Investments, Investment Banking, Economics, Finance
Education
McGill University 2010 — 2012
MBA, Finance
National University of Singapore 2012 — 2012
MBA
McMaster University 2004 — 2008
BCOM, Finance, Economics
Vince Mazza Vince Mazza's CIBC World Markets Experience 1998 - 2001
Job Managing Partner, Traverse Capital Partners and Managing Director, Symbiotic Partners
Industry Capital Markets
Experience
Symbiotic Partners 2011 - Present
Traverse Capital Partners 2007 - Present
Scotiabank Global Banking and Markets 2004 - 2007
National Bank Financial 2001 - 2004
CIBC World Markets 1998 - 2001
Skills
M&A Advisory, Corporate Finance, Capital Markets, Valuation, Venture Capital, Private Equity, Mezzanine, Debt, Strategic Planning, Distressed Capital, Restructurings, Mergers, Capital, Restructuring, Mergers & Acquisitions, Fixed Income, Due Diligence, Finance, IPO, Equities, Financial Services, Financial Structuring, Investment Banking, Investments, Private Placements, Corporate Development, Hedge Funds, Financial Modeling, Equity Research, Investor Relations, Business Valuation, M&A experience, Alternative Investments, LBO, Securities, Asset Management, Portfolio Management, Joint Ventures
Education
University of Toronto 1996 — 1998
MBA
University of Toronto 1994 — 1996
MSc
McMaster University 1989 — 1993
BSc
Symbiotic Partners 2011 - Present
Traverse Capital Partners 2007 - Present
Scotiabank Global Banking and Markets 2004 - 2007
National Bank Financial 2001 - 2004
CIBC World Markets 1998 - 2001
Skills
M&A Advisory, Corporate Finance, Capital Markets, Valuation, Venture Capital, Private Equity, Mezzanine, Debt, Strategic Planning, Distressed Capital, Restructurings, Mergers, Capital, Restructuring, Mergers & Acquisitions, Fixed Income, Due Diligence, Finance, IPO, Equities, Financial Services, Financial Structuring, Investment Banking, Investments, Private Placements, Corporate Development, Hedge Funds, Financial Modeling, Equity Research, Investor Relations, Business Valuation, M&A experience, Alternative Investments, LBO, Securities, Asset Management, Portfolio Management, Joint Ventures
Education
University of Toronto 1996 — 1998
MBA
University of Toronto 1994 — 1996
MSc
McMaster University 1989 — 1993
BSc
Phillip Armstrong Phillip Armstrong's CIBC World Markets Experience 2004 - 2007
Job High Yield Associate Portfolio Manager & Research Analyst
Industry Investment Management
Experience
Lorne Steinberg Wealth Management Inc. 2011 - Present
Independent Consultant 2010 - 2011
RBC Capital Markets 2007 - 2010
CIBC World Markets 2004 - 2007
Northwest Value Partners, Inc. 2002 - 2004
TD Securities 2000 - 2002
TD Securities 1996 - 2000
Skills
High Yield, Debt, Credit, Investments, Bonds, Credit Analysis, Portfolio Management, Leveraged Finance, Credit Risk, Relative Value, Financial Modeling, Credit Portfolio..., Corporates
Education
McGill University 1987 — 1991
BA (Joint Honours), Finance & Economics
York University - Schulich School of Business 1991 — 1993
International MBA, Finance and Financial Management Services
WOSS
Lorne Steinberg Wealth Management Inc. 2011 - Present
Independent Consultant 2010 - 2011
RBC Capital Markets 2007 - 2010
CIBC World Markets 2004 - 2007
Northwest Value Partners, Inc. 2002 - 2004
TD Securities 2000 - 2002
TD Securities 1996 - 2000
Skills
High Yield, Debt, Credit, Investments, Bonds, Credit Analysis, Portfolio Management, Leveraged Finance, Credit Risk, Relative Value, Financial Modeling, Credit Portfolio..., Corporates
Education
McGill University 1987 — 1991
BA (Joint Honours), Finance & Economics
York University - Schulich School of Business 1991 — 1993
International MBA, Finance and Financial Management Services
WOSS
Lloyd Komori Lloyd Komori's CIBC World Markets Experience 1987 - 1991
Job Member Board of Directors at OMERS Administration Corporation
Industry Executive Office
Experience
OMERS Administration Corporation January 2014 - Present
Toronto Central Local Health Integration Network September 2008 - Present
The Directors College February 2003 - Present
Komori Consulting Inc. 2002 - Present
Global Risk Institute in Financial Services February 2011 - November 2012
Ontario Power Generation February 2006 - September 2009
Deloitte 1995 - 2002
Toronto Stock Exchange 1991 - 1995
CIBC World Markets 1987 - 1991
Financial Services Industry October 1981 - August 1987
Skills
Creating risk..., Ensuring risk..., Governance for..., Engineering, Risk Management, Financial Risk, Governance, Strategic Planning, Enterprise Risk..., Corporate Governance, Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Business Strategy
Education
McMaster University
Human Resource Compensation Committee Certified, Board Director - Corporate Governance Specialist
McMaster University 2005 — 2006
Audit Committee Certified, Corporate Governance, Board Director Specialization
McMaster University 2004 — 2005
C.Dir., Board Director Governance
University of Toronto 1976 — 1981
Bachelors, Political Science, Economics, Philosophy
OMERS Administration Corporation January 2014 - Present
Toronto Central Local Health Integration Network September 2008 - Present
The Directors College February 2003 - Present
Komori Consulting Inc. 2002 - Present
Global Risk Institute in Financial Services February 2011 - November 2012
Ontario Power Generation February 2006 - September 2009
Deloitte 1995 - 2002
Toronto Stock Exchange 1991 - 1995
CIBC World Markets 1987 - 1991
Financial Services Industry October 1981 - August 1987
Skills
Creating risk..., Ensuring risk..., Governance for..., Engineering, Risk Management, Financial Risk, Governance, Strategic Planning, Enterprise Risk..., Corporate Governance, Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Business Strategy
Education
McMaster University
Human Resource Compensation Committee Certified, Board Director - Corporate Governance Specialist
McMaster University 2005 — 2006
Audit Committee Certified, Corporate Governance, Board Director Specialization
McMaster University 2004 — 2005
C.Dir., Board Director Governance
University of Toronto 1976 — 1981
Bachelors, Political Science, Economics, Philosophy
Brent Paxton Brent Paxton's CIBC World Markets Experience September 1997 - December 2001
Job Executive Director, Finance
Industry Capital Markets
Experience
CIBC December 2010 - November 2014
CIBC January 2002 - December 2010
CIBC World Markets September 1997 - December 2001
CIBC Wood Gundy May 1993 - August 1997
Wood Gundy Inc. July 1992 - May 1993
Toronto Stock Exchange March 1989 - July 1992
EY (formerly Clarkson Gordon Chartered Accountants) September 1985 - February 1989
Skills
Derivatives and Cash..., Corporate Governance, Operational Risk..., Capital Markets, Finance, Derivatives, Fixed Income, Financial Analysis, Securities, Management, Leadership, Middle Office, Valuation, Treasury, Bloomberg, Equities, FX Options, Corporate Finance, Interest Rate..., Trading Systems, Equity Derivatives, Options, Risk Management
Education
CPA, CGA
McMaster University
B.Comm.
The Canadian Securities Institute (CSI)
CIBC December 2010 - November 2014
CIBC January 2002 - December 2010
CIBC World Markets September 1997 - December 2001
CIBC Wood Gundy May 1993 - August 1997
Wood Gundy Inc. July 1992 - May 1993
Toronto Stock Exchange March 1989 - July 1992
EY (formerly Clarkson Gordon Chartered Accountants) September 1985 - February 1989
Skills
Derivatives and Cash..., Corporate Governance, Operational Risk..., Capital Markets, Finance, Derivatives, Fixed Income, Financial Analysis, Securities, Management, Leadership, Middle Office, Valuation, Treasury, Bloomberg, Equities, FX Options, Corporate Finance, Interest Rate..., Trading Systems, Equity Derivatives, Options, Risk Management
Education
CPA, CGA
McMaster University
B.Comm.
The Canadian Securities Institute (CSI)
Robert Bohrer Robert Bohrer's CIBC World Markets Experience November 1997 - June 2000
Job Director at Societe Generale
Industry Banking
Experience
Societe Generale February 2010 - Present
Citigroup June 2000 - February 2010
CIBC World Markets November 1997 - June 2000
Skills
Equities, Risk Assessment, Capital Markets, Testing, Investment Banking, Options, Structured Products, Fixed Income, Derivatives, Banking, FINRA, Structured Finance, Credit Derivatives, Equity Derivatives, Risk Management, Financial Markets, Financial Services, FX Options, Securities, Portfolio Management
Education
Long Island University, Brooklyn Campus
Bachelor of Arts (B.A.)
Societe Generale February 2010 - Present
Citigroup June 2000 - February 2010
CIBC World Markets November 1997 - June 2000
Skills
Equities, Risk Assessment, Capital Markets, Testing, Investment Banking, Options, Structured Products, Fixed Income, Derivatives, Banking, FINRA, Structured Finance, Credit Derivatives, Equity Derivatives, Risk Management, Financial Markets, Financial Services, FX Options, Securities, Portfolio Management
Education
Long Island University, Brooklyn Campus
Bachelor of Arts (B.A.)
Shubo Rakhit, CPA, CA Shubo Rakhit, CPA, CA's CIBC World Markets Experience 1987 - 1998
Job Global Corporate and Investment Banking
Industry Investment Banking
Experience
KPMG Corporate Finance Inc. 2010 - 2014
Matcon Holdings Inc. 2008 - 2009
Bank of America Merrill Lynch (formerly Banc of America Securities) 2004 - 2008
National Bank Financial 2003 - 2004
Scotiabank Global Banking and Markets (formerly Scotia Capital) 1998 - 2002
CIBC World Markets 1987 - 1998
PwC September 1985 - June 1987
Deloitte Canada (formerly Arthur Andersen) 1983 - 1985
Skills
International M&A, Cross-border M&A, Investment banking, Capital markets, Management, Due Diligence, Auditing, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Venture Capital, Business Strategy, Valuation, Finance, Private Equity, Investments, Equities, Financial Reporting, Mergers, Start-ups, Financial Structuring, Mergers & Acquisitions, Divestitures, Financial Analysis, IPO, Management Consulting, Strategy, Business Valuation, Restructuring
Education
McGill University 1982 — 1984
Graduate Diploma in Public Accountancy, Chartered Accountant, CA
Western University 1978 — 1981
B.A. Administration and Commercial Studies, Finance and Economics
KPMG Corporate Finance Inc. 2010 - 2014
Matcon Holdings Inc. 2008 - 2009
Bank of America Merrill Lynch (formerly Banc of America Securities) 2004 - 2008
National Bank Financial 2003 - 2004
Scotiabank Global Banking and Markets (formerly Scotia Capital) 1998 - 2002
CIBC World Markets 1987 - 1998
PwC September 1985 - June 1987
Deloitte Canada (formerly Arthur Andersen) 1983 - 1985
Skills
International M&A, Cross-border M&A, Investment banking, Capital markets, Management, Due Diligence, Auditing, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Venture Capital, Business Strategy, Valuation, Finance, Private Equity, Investments, Equities, Financial Reporting, Mergers, Start-ups, Financial Structuring, Mergers & Acquisitions, Divestitures, Financial Analysis, IPO, Management Consulting, Strategy, Business Valuation, Restructuring
Education
McGill University 1982 — 1984
Graduate Diploma in Public Accountancy, Chartered Accountant, CA
Western University 1978 — 1981
B.A. Administration and Commercial Studies, Finance and Economics
Dan Billard Dan Billard's CIBC World Markets Experience 1985 - 1999
Job CoFounder and CoCEO at High Park Brewery Ltd
Industry Food & Beverages
Experience
DRB Capital Consulting January 2014 - February 2015
GE Capital Canada August 2000 - February 2013
Newcourt Credit Group 1999 - 2000
CIBC World Markets 1985 - 1999
Canada Development Investment Corporation 1983 - 1984
Skills
Risk Management, Banking, Investment Banking, Portfolio Management, Loans, Mergers & Acquisitions, Commercial Banking, Corporate Lending, Project Finance, Negotiating transactions, Managing people, Creative Problem Solving, Loan Work-outs, Communication Skills, Due Diligence, Finance, Corporate Finance, Management, Negotiation, Credit Risk, Financial Risk, Structured Finance, Financial Structuring, Commercial Lending, Funding
Education
McGill University
Master of Business Administration (MBA), Finance
University of Ottawa / Université d'Ottawa
Bachelor Social Sciences, Honours Economics
DRB Capital Consulting January 2014 - February 2015
GE Capital Canada August 2000 - February 2013
Newcourt Credit Group 1999 - 2000
CIBC World Markets 1985 - 1999
Canada Development Investment Corporation 1983 - 1984
Skills
Risk Management, Banking, Investment Banking, Portfolio Management, Loans, Mergers & Acquisitions, Commercial Banking, Corporate Lending, Project Finance, Negotiating transactions, Managing people, Creative Problem Solving, Loan Work-outs, Communication Skills, Due Diligence, Finance, Corporate Finance, Management, Negotiation, Credit Risk, Financial Risk, Structured Finance, Financial Structuring, Commercial Lending, Funding
Education
McGill University
Master of Business Administration (MBA), Finance
University of Ottawa / Université d'Ottawa
Bachelor Social Sciences, Honours Economics
Darren Sumarah's CIBC World Markets Experience May 2012 - February 2014
Job Vice President, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2014 - Present
CIBC World Markets May 2012 - February 2014
Goldman Sachs August 2008 - April 2012
Liquidnet Canada December 2006 - August 2008
Ontario Securities Commission 2003 - 2006
Post-Scriptum Brokerage October 2001 - January 2003
Sumarah Trade Inc. August 1999 - October 2001
Montreal Exchange May 1998 - August 1999
Montreal Exchange January 1998 - May 1998
Skills
Market Structure, Equities, Futures, Options, Algorithms, Prime Brokerage, Hedge Funds, Trading Systems, Securities Lending, Securities, Proprietary Trading, Financial Markets, Equity Derivatives, Derivatives, Capital Markets, Electronic Trading, Equity Trading, Trading, Trading Strategies, Alternative Investments, Hedging, Options Strategies, Bloomberg
Education
McGill University 1993 — 1997
Bachelor of Science (B.Sc.), Psychology
Goldman Sachs March 2014 - Present
CIBC World Markets May 2012 - February 2014
Goldman Sachs August 2008 - April 2012
Liquidnet Canada December 2006 - August 2008
Ontario Securities Commission 2003 - 2006
Post-Scriptum Brokerage October 2001 - January 2003
Sumarah Trade Inc. August 1999 - October 2001
Montreal Exchange May 1998 - August 1999
Montreal Exchange January 1998 - May 1998
Skills
Market Structure, Equities, Futures, Options, Algorithms, Prime Brokerage, Hedge Funds, Trading Systems, Securities Lending, Securities, Proprietary Trading, Financial Markets, Equity Derivatives, Derivatives, Capital Markets, Electronic Trading, Equity Trading, Trading, Trading Strategies, Alternative Investments, Hedging, Options Strategies, Bloomberg
Education
McGill University 1993 — 1997
Bachelor of Science (B.Sc.), Psychology
Claire Plaxton Claire Plaxton's CIBC World Markets Experience July 2001 - July 2002
Job Director, Environics Analytics
Industry Market Research
Experience
Environics Analytics July 2012 - Present
Environics Analytics June 2008 - July 2012
Mesirow Financial Consulting October 2006 - July 2007
RBC Capital Markets May 2005 - August 2005
Bay Street HR July 2002 - June 2004
CIBC World Markets July 2001 - July 2002
Skills
Data Analysis, Financial Analysis, Industry Analysis, Demographics, Consumer Trends, Market Research, Market Intelligence, Market Insights, Market Share Analysis, Competitive Intelligence, Customer Intelligence, Market Opportunity..., Competitive Analysis, Business Insights, Market Analysis, Consumer Behaviour, Customer Insight, Segmentation, Quantitative Research, Customer Analysis, Strategy, Strategic Planning, Analysis, Management, Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Finance
McGill University 1996 — 2000
Bachelor of Commerce, International Business & Entrepreneurship
Environics Analytics July 2012 - Present
Environics Analytics June 2008 - July 2012
Mesirow Financial Consulting October 2006 - July 2007
RBC Capital Markets May 2005 - August 2005
Bay Street HR July 2002 - June 2004
CIBC World Markets July 2001 - July 2002
Skills
Data Analysis, Financial Analysis, Industry Analysis, Demographics, Consumer Trends, Market Research, Market Intelligence, Market Insights, Market Share Analysis, Competitive Intelligence, Customer Intelligence, Market Opportunity..., Competitive Analysis, Business Insights, Market Analysis, Consumer Behaviour, Customer Insight, Segmentation, Quantitative Research, Customer Analysis, Strategy, Strategic Planning, Analysis, Management, Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Finance
McGill University 1996 — 2000
Bachelor of Commerce, International Business & Entrepreneurship
Jonathan Poplack Jonathan Poplack's CIBC World Markets Experience 2001 - 2008
Job Director Commodities Sales & Trading at Bank of Tokyo Mitsubishi UFJ Securities
Industry Banking
Experience
Bank of Tokyo - Mitsubishi UFJ Securities February 2013 - February 2014
CIBC 2008 - 2011
CIBC World Markets 2001 - 2008
CIBC 1995 - 2001
Skills
Commodities, Trading, Deal Origination, Marketing, Origination, Banking, Energy, Commodity, Derivatives, Hedging, Trading Systems, Swaps, Options, ISDA negotiations, Natural Gas, Oil/Gas, Project Management, Operations Management
Education
McGill University
BA, Economics
University of Toronto Schools
Bank of Tokyo - Mitsubishi UFJ Securities February 2013 - February 2014
CIBC 2008 - 2011
CIBC World Markets 2001 - 2008
CIBC 1995 - 2001
Skills
Commodities, Trading, Deal Origination, Marketing, Origination, Banking, Energy, Commodity, Derivatives, Hedging, Trading Systems, Swaps, Options, ISDA negotiations, Natural Gas, Oil/Gas, Project Management, Operations Management
Education
McGill University
BA, Economics
University of Toronto Schools
Camilo Gil Camilo Gil's CIBC World Markets Experience January 2013 - Present
Job Executive Director, ETF Trading Services at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets January 2013 - Present
CIBC World Markets March 2010 - December 2012
TD Securities February 2006 - March 2010
Skills
Market Structure, Trading Systems, Electronic Trading, Market Data, Securities, Institutional, Economics, Series 7, Derivatives, Equities, Trading, Bloomberg, Options, Equity Trading, Prime Brokerage, Smart Order Routing, Execution Management, Order Management, Market Microstructure, SQL, VBA, Arbitrage, Risk, Hedge Funds, Series 63, ETFs, Trading System, Technical Analysis, Equity Derivatives, Financial Markets, Trading Strategies, Structured Products, Bonds, Financial Risk, Capital Markets, Fixed Income
Education
FINRA US Licensing 2008 — 2008
Series 38, 55, 63
Canadian Securities Institute 2005 — 2008
PDO, FLC, OLC, DFC, TTC, CPH
McMaster University 2001 — 2005
Honours BComm (summa cum laude), Corporate Finance and Economics
CIBC World Markets January 2013 - Present
CIBC World Markets March 2010 - December 2012
TD Securities February 2006 - March 2010
Skills
Market Structure, Trading Systems, Electronic Trading, Market Data, Securities, Institutional, Economics, Series 7, Derivatives, Equities, Trading, Bloomberg, Options, Equity Trading, Prime Brokerage, Smart Order Routing, Execution Management, Order Management, Market Microstructure, SQL, VBA, Arbitrage, Risk, Hedge Funds, Series 63, ETFs, Trading System, Technical Analysis, Equity Derivatives, Financial Markets, Trading Strategies, Structured Products, Bonds, Financial Risk, Capital Markets, Fixed Income
Education
FINRA US Licensing 2008 — 2008
Series 38, 55, 63
Canadian Securities Institute 2005 — 2008
PDO, FLC, OLC, DFC, TTC, CPH
McMaster University 2001 — 2005
Honours BComm (summa cum laude), Corporate Finance and Economics
Prakash Gowd's CIBC World Markets Experience August 2015 - Present
Job Healthcare & Biotech Equity Research at CIBCWM
Industry Investment Management
Experience
CIBC World Markets August 2015 - Present
Axcelon Biopolymers March 2015 - August 2015
PG Life Science Consulting September 2008 - August 2015
Euro Pacific January 2014 - September 2014
Isotechnika Pharma Inc. December 2010 - October 2013
National Bank Financial June 2006 - May 2008
Canaccord Genuity Inc. January 2001 - June 2006
GlaxoSmithKline & PSL Consulting Group 1992 - 2001
Skills
Biotechnology, Strategy, Pharmaceutical Industry, Financial Modeling, Lifesciences, Investor Relations, Mergers & Acquisitions, Corporate Development, Business Planning, Management, Business Strategy, Capital Markets, Equity Research, Commercialization, Investments, Start-ups, Investment Banking, Executive Management, Management Consulting, Competitive Analysis, Market Analysis, Equities, Business Analysis, Board of Directors
Education
The Directors College
Chartered Director (C.Dir.)
McGill University 1990 — 1992
MBA, Business Strategy and Marketing
The University of British Columbia / UBC 1987 — 1989
BSc. Pharmacy
CIBC World Markets August 2015 - Present
Axcelon Biopolymers March 2015 - August 2015
PG Life Science Consulting September 2008 - August 2015
Euro Pacific January 2014 - September 2014
Isotechnika Pharma Inc. December 2010 - October 2013
National Bank Financial June 2006 - May 2008
Canaccord Genuity Inc. January 2001 - June 2006
GlaxoSmithKline & PSL Consulting Group 1992 - 2001
Skills
Biotechnology, Strategy, Pharmaceutical Industry, Financial Modeling, Lifesciences, Investor Relations, Mergers & Acquisitions, Corporate Development, Business Planning, Management, Business Strategy, Capital Markets, Equity Research, Commercialization, Investments, Start-ups, Investment Banking, Executive Management, Management Consulting, Competitive Analysis, Market Analysis, Equities, Business Analysis, Board of Directors
Education
The Directors College
Chartered Director (C.Dir.)
McGill University 1990 — 1992
MBA, Business Strategy and Marketing
The University of British Columbia / UBC 1987 — 1989
BSc. Pharmacy
Wayne C Fox Wayne C Fox's CIBC World Markets Experience 1996 - 1999
Job Managing Partner & Chairman at Cygnus Investment Partners LP
Industry Financial Services
Experience
Cygnus Investment Partners January 2015 - Present
Safeguard Biosystems Holdings Ltd April 2012 - Present
W C Fox Investments Ltd 1984 - Present
COM DEV International April 2013 - April 2015
TMX Group Inc 2001 - 2012
CIBC 1999 - 2005
CIBC World Markets 1996 - 1999
Skills
Capital Markets, Equities, Risk Management, Strategic Planning, Corporate Governance, Executive Pay, Investment Banking, Mergers, Corporate Finance, Private Equity, Mergers & Acquisitions, Business Strategy, Trading, Investments, Strategy, Financial Services, Executive Management, Due Diligence, Portfolio Management, Start-ups, Restructuring, Management Consulting, Enterprise Risk..., Investor Relations, Financial Analysis, Financial Risk, Financial Modeling, Governance, Wealth Management, Securities, Hedge Funds, Fixed Income, Leadership, Derivatives, Finance, Bloomberg, Options, Equity Trading, Bonds, Trading Systems, Electronic Trading, Hedging, Financial Markets, Alternative Investments, M&A experience, FX Options, Venture Capital
Education
The Directors College (McMaster) 2005 — 2007
Chartered Director (C.Dir.), Governance
University of Pennsylvania - The Wharton School 1992 — 1992
AMP, Finance
McMaster University 1971 — 1973
MBA, Finance
University of Waterloo 1969 — 1971
BA, History
Cygnus Investment Partners January 2015 - Present
Safeguard Biosystems Holdings Ltd April 2012 - Present
W C Fox Investments Ltd 1984 - Present
COM DEV International April 2013 - April 2015
TMX Group Inc 2001 - 2012
CIBC 1999 - 2005
CIBC World Markets 1996 - 1999
Skills
Capital Markets, Equities, Risk Management, Strategic Planning, Corporate Governance, Executive Pay, Investment Banking, Mergers, Corporate Finance, Private Equity, Mergers & Acquisitions, Business Strategy, Trading, Investments, Strategy, Financial Services, Executive Management, Due Diligence, Portfolio Management, Start-ups, Restructuring, Management Consulting, Enterprise Risk..., Investor Relations, Financial Analysis, Financial Risk, Financial Modeling, Governance, Wealth Management, Securities, Hedge Funds, Fixed Income, Leadership, Derivatives, Finance, Bloomberg, Options, Equity Trading, Bonds, Trading Systems, Electronic Trading, Hedging, Financial Markets, Alternative Investments, M&A experience, FX Options, Venture Capital
Education
The Directors College (McMaster) 2005 — 2007
Chartered Director (C.Dir.), Governance
University of Pennsylvania - The Wharton School 1992 — 1992
AMP, Finance
McMaster University 1971 — 1973
MBA, Finance
University of Waterloo 1969 — 1971
BA, History
Abraheem Abdulla Abraheem Abdulla's CIBC World Markets Experience March 2010 - April 2014
Job Principal at Verus Partners & Co.
Industry Investment Banking
Experience
Verus Partners & Co. May 2014 - Present
CIBC World Markets March 2010 - April 2014
DIB Capital September 2008 - February 2010
BMO Capital Markets July 2007 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Capital Markets, LBO, Microsoft Excel, Investment Banking, Microsoft Word, Valuation, Customer Service, PowerPoint, Microsoft Office, Due Diligence, Corporate Development, Private Equity, Financial Analysis, Investments
Education
McGill University
Master of Business Administration (MBA), Finance, General
Worcester Polytechnic Institute
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
Verus Partners & Co. May 2014 - Present
CIBC World Markets March 2010 - April 2014
DIB Capital September 2008 - February 2010
BMO Capital Markets July 2007 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Capital Markets, LBO, Microsoft Excel, Investment Banking, Microsoft Word, Valuation, Customer Service, PowerPoint, Microsoft Office, Due Diligence, Corporate Development, Private Equity, Financial Analysis, Investments
Education
McGill University
Master of Business Administration (MBA), Finance, General
Worcester Polytechnic Institute
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
Jill Klosterman Jill Klosterman's CIBC World Markets Experience July 1999 - July 2003
Job Executive Director of Eagle County Housing and Development Authority
Industry Real Estate
Experience
Eagle County Housing and Development Authority/Eagle County Government June 2008 - Present
Colorado Housing and Finance Authority September 2004 - June 2008
Chicago Equity Fund, Inc. June 2003 - August 2004
CIBC World Markets July 1999 - July 2003
Skills
Affordable Housing, Real Estate Financing, Real Estate Development, Real Estate Economics, Property Management, Relationship Management, Commercial Real Estate
Education
University of Wisconsin-Madison - School of Business 1997 — 1999
MBA, Real Estate and Urban Land Economics
Marquette University 1992 — 1995
Bachelor’s Degree, Accounting
Eagle County Housing and Development Authority/Eagle County Government June 2008 - Present
Colorado Housing and Finance Authority September 2004 - June 2008
Chicago Equity Fund, Inc. June 2003 - August 2004
CIBC World Markets July 1999 - July 2003
Skills
Affordable Housing, Real Estate Financing, Real Estate Development, Real Estate Economics, Property Management, Relationship Management, Commercial Real Estate
Education
University of Wisconsin-Madison - School of Business 1997 — 1999
MBA, Real Estate and Urban Land Economics
Marquette University 1992 — 1995
Bachelor’s Degree, Accounting
Sydney Walsh Sydney Walsh's CIBC World Markets Experience May 2015 - Present
Job Director, Equity Markets
Industry Banking
Experience
CIBC World Markets May 2015 - Present
CIBC May 2013 - April 2015
CIBC January 2011 - May 2013
CIBC February 2010 - January 2011
Skills
Financial Analysis, Portfolio Management, Banking, Investments, Relationship Management, Financial Modeling
Education
York University - Schulich School of Business 2014 — 2015
Master of Business Adminstration, Strategic Management
McMaster University 2005 — 2009
Honours Commerce, Finance
Western University
CIBC World Markets May 2015 - Present
CIBC May 2013 - April 2015
CIBC January 2011 - May 2013
CIBC February 2010 - January 2011
Skills
Financial Analysis, Portfolio Management, Banking, Investments, Relationship Management, Financial Modeling
Education
York University - Schulich School of Business 2014 — 2015
Master of Business Adminstration, Strategic Management
McMaster University 2005 — 2009
Honours Commerce, Finance
Western University
Jane (Yuqing) Xie Jane (Yuqing) Xie's CIBC World Markets Experience 2013 - 2014
Job Finance
Industry Financial Services
Experience
RBC September 2014 - Present
Sun Life Financials May 2014 - September 2014
CIBC World Markets 2013 - 2014
BMO Capital Markets 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Capital Markets, Financial Statement..., Corporate Finance, Data Analysis, Valuation, Accounting, Microsoft Excel, Bloomberg Terminal, Bloomberg, Microsoft Office, Economics, Financial Accounting, Finance, Strategy, Credit Analysis, Equities, Investments, Analysis, Risk Management, Portfolio Management
Education
CFA Institute
McMaster University 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Strategic Business Valuation
McMaster University 2007 — 2011
Honours Bachelor of Commerce, Accounting
RBC September 2014 - Present
Sun Life Financials May 2014 - September 2014
CIBC World Markets 2013 - 2014
BMO Capital Markets 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Capital Markets, Financial Statement..., Corporate Finance, Data Analysis, Valuation, Accounting, Microsoft Excel, Bloomberg Terminal, Bloomberg, Microsoft Office, Economics, Financial Accounting, Finance, Strategy, Credit Analysis, Equities, Investments, Analysis, Risk Management, Portfolio Management
Education
CFA Institute
McMaster University 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Strategic Business Valuation
McMaster University 2007 — 2011
Honours Bachelor of Commerce, Accounting
Dominique Houde's CIBC World Markets Experience 2003 - 2005
Job Vice President at ChargePoint, Inc.
Industry Information Technology and Services
Experience
ChargePoint, Inc. July 2015 - Present
POD Point Ltd. 2012 - Present
Ethos Global Ltd April 2015 - Present
POD Point Ltd. February 2014 - May 2015
Group Lotus plc 2010 - 2012
Royal Bank of Scotland 2008 - 2010
ABN AMRO Bank N.V. 2006 - 2008
CIBC World Markets 2003 - 2005
Merrill Lynch International 1994 - 2003
Skills
Corporate Finance, Investment Banking, Mergers, Valuation, Private Equity, Venture Capital, Financial Modeling, Business Strategy, Strategy, Due Diligence, Corporate Development, M&A experience, Business Planning, Restructuring, Equities, Capital Markets, Structured Finance, IPO, Funding, Financial Structuring, Automotive, Start-ups, Emerging Markets, Debt, Origination, Structuring, Financial Analysis, Financial Advisory, Equity Capital Markets, Buyouts, Strategic Planning, Electric Vehicles, Energy Storage, Crowdfunding, Mergers
Education
London School of Economics and Political Science 1993 — 1994
MSc
McGill University 1987 — 1991
Bcom
ChargePoint, Inc. July 2015 - Present
POD Point Ltd. 2012 - Present
Ethos Global Ltd April 2015 - Present
POD Point Ltd. February 2014 - May 2015
Group Lotus plc 2010 - 2012
Royal Bank of Scotland 2008 - 2010
ABN AMRO Bank N.V. 2006 - 2008
CIBC World Markets 2003 - 2005
Merrill Lynch International 1994 - 2003
Skills
Corporate Finance, Investment Banking, Mergers, Valuation, Private Equity, Venture Capital, Financial Modeling, Business Strategy, Strategy, Due Diligence, Corporate Development, M&A experience, Business Planning, Restructuring, Equities, Capital Markets, Structured Finance, IPO, Funding, Financial Structuring, Automotive, Start-ups, Emerging Markets, Debt, Origination, Structuring, Financial Analysis, Financial Advisory, Equity Capital Markets, Buyouts, Strategic Planning, Electric Vehicles, Energy Storage, Crowdfunding, Mergers
Education
London School of Economics and Political Science 1993 — 1994
MSc
McGill University 1987 — 1991
Bcom
Ace Martin, CFA Ace Martin, CFA's CIBC World Markets Experience April 2006 - June 2009
Job VP Finance at OrthoCanada Medical
Industry Hospital & Health Care
Experience
OrthoCanada Medical September 2013 - Present
Sabbatical Year May 2012 - August 2013
BMO Capital Partners July 2009 - April 2012
CIBC World Markets April 2006 - June 2009
CIBC World Markets July 2004 - April 2006
CIBC World Markets May 2003 - August 2003
Skills
Due Diligence, Financial Modeling, M&A, Private Equity, Subordinated Debt, Capital Raising, Financial Analysis, Investment Banking, Valuation, Mergers, Financial Services, Mergers & Acquisitions, Private Placements, Investments, Corporate Finance, Acquisitions, Restructuring, Capital Markets, Venture Capital, Financial Structuring, Business Valuation, M&A experience, Corporate Development, Structured Finance, Equities, Divestitures
Education
McGill University 2000 — 2003
BCOM, Finance
CFA Institute 2004 — 2006
CFA
OrthoCanada Medical September 2013 - Present
Sabbatical Year May 2012 - August 2013
BMO Capital Partners July 2009 - April 2012
CIBC World Markets April 2006 - June 2009
CIBC World Markets July 2004 - April 2006
CIBC World Markets May 2003 - August 2003
Skills
Due Diligence, Financial Modeling, M&A, Private Equity, Subordinated Debt, Capital Raising, Financial Analysis, Investment Banking, Valuation, Mergers, Financial Services, Mergers & Acquisitions, Private Placements, Investments, Corporate Finance, Acquisitions, Restructuring, Capital Markets, Venture Capital, Financial Structuring, Business Valuation, M&A experience, Corporate Development, Structured Finance, Equities, Divestitures
Education
McGill University 2000 — 2003
BCOM, Finance
CFA Institute 2004 — 2006
CFA
Scott Black Scott Black's CIBC World Markets Experience June 2012 - September 2014
Job Senior Vice President at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch September 2015 - Present
Vlaad and Company September 2014 - May 2015
CIBC World Markets June 2012 - September 2014
CIBC World Markets May 2005 - May 2012
CIBC World Markets December 2002 - May 2005
Scotia Capital April 2001 - May 2002
Manulife Financial August 1996 - February 1999
Education
McMaster University
MBA
Wilfrid Laurier University
BA, Economics
Bank of America Merrill Lynch September 2015 - Present
Vlaad and Company September 2014 - May 2015
CIBC World Markets June 2012 - September 2014
CIBC World Markets May 2005 - May 2012
CIBC World Markets December 2002 - May 2005
Scotia Capital April 2001 - May 2002
Manulife Financial August 1996 - February 1999
Education
McMaster University
MBA
Wilfrid Laurier University
BA, Economics
Patrick Owen's CIBC World Markets Experience February 2008 - May 2008
Job Planning, Programming, Research Office in Surveillance at Cree Board of Health and Social Services of James Bay
Industry Government Administration
Experience
AskMen.com November 2011 - Present
Cree Board of Health and Social Services of James Bay February 2011 - Present
Club Atwater 2011 - Present
CIHR Team in Aboriginal Antidiabetic Medicines January 2008 - December 2010
School of Dietetics & Human Nutrition, McGill University May 2009 - July 2009
CIBC World Markets February 2008 - May 2008
Skills
Nutrition, Health, Research, Data Analysis, Personal Training, Science, Fitness, Public Speaking, Coaching, Teaching, Writing, Statistics, Diabetes, Entrepreneurship, Cell Culture, Lifestyle, Healthcare, Clinical Research, Operant Conditioning
Education
McGill University - Macdonald Campus 2002 — 2008
Ph.D., Human Nutrition
McGill University 2000 — 2002
M.Sc., Botanical Science
AskMen.com November 2011 - Present
Cree Board of Health and Social Services of James Bay February 2011 - Present
Club Atwater 2011 - Present
CIHR Team in Aboriginal Antidiabetic Medicines January 2008 - December 2010
School of Dietetics & Human Nutrition, McGill University May 2009 - July 2009
CIBC World Markets February 2008 - May 2008
Skills
Nutrition, Health, Research, Data Analysis, Personal Training, Science, Fitness, Public Speaking, Coaching, Teaching, Writing, Statistics, Diabetes, Entrepreneurship, Cell Culture, Lifestyle, Healthcare, Clinical Research, Operant Conditioning
Education
McGill University - Macdonald Campus 2002 — 2008
Ph.D., Human Nutrition
McGill University 2000 — 2002
M.Sc., Botanical Science
Kevin Fuchs Kevin Fuchs's CIBC World Markets Experience October 1999 - September 2001
Job Entrepreneur, CEO, Associate Producer
Industry Motion Pictures and Film
Experience
Self Employed Consultant (Management) April 2015 - Present
FUCHS EMS & Medical Transportation Services, LLC January 2007 - April 2015
CBS Corporation, MLB Network, NBA TV, Avnet/Kerner, Fox January 2003 - January 2015
William Morris Agency November 2006 - April 2007
Rocket Science Laboritories / Blue 13 Productions September 2003 - March 2006
Dom Deluise November 2001 - May 2003
CIBC World Markets October 1999 - September 2001
Avnet/Kerner February 1997 - August 1998
The Walt Disney Studios August 1994 - December 1996
The Walt Disney Company May 1994 - August 1994
Skills
Management, Leadership, Strategic Planning, Public Speaking, Training, Customer Service, EMS, Healthcare, New Business Development, Social Media, Microsoft Office, Marketing, Emergency Management, Marketing Strategy, Paramedic, Sales, Microsoft Excel, Team Building, Hospitals, Contract Negotiation, Creative Direction, Project Management, Social Networking, Strategy, Event Planning, Editing, Television, Microsoft Word, PowerPoint, Policy, Healthcare Management, CPR Certified, Account Management, Event Management, Business Development, Social Media Marketing, Sales Management, Film, Photoshop, Public Relations, Budgets, Entertainment, Graphic Design, Photography, Negotiation, Emergency Services, Leadership Development, TV Production, Video Production, Film Production
Education
Lyric 2002 — 2002
Certificate of Completion, Graphic Animation, Pass
St Vincent's Institute of Emergency Care 1997 — 1998
Associate's degree, Paramedic
The American Film Institute Conservatory 1995 — 1995
Various Certificates of Completion, Graphic design and animation, Pass
Loyola Marymount University 1992 — 1994
Bachelor’s Degree, Film/Cinema/Video Studies, 3.67
Saddle River Country Day School 1980 — 1989
Bachelor of Arts (BA)
Self Employed Consultant (Management) April 2015 - Present
FUCHS EMS & Medical Transportation Services, LLC January 2007 - April 2015
CBS Corporation, MLB Network, NBA TV, Avnet/Kerner, Fox January 2003 - January 2015
William Morris Agency November 2006 - April 2007
Rocket Science Laboritories / Blue 13 Productions September 2003 - March 2006
Dom Deluise November 2001 - May 2003
CIBC World Markets October 1999 - September 2001
Avnet/Kerner February 1997 - August 1998
The Walt Disney Studios August 1994 - December 1996
The Walt Disney Company May 1994 - August 1994
Skills
Management, Leadership, Strategic Planning, Public Speaking, Training, Customer Service, EMS, Healthcare, New Business Development, Social Media, Microsoft Office, Marketing, Emergency Management, Marketing Strategy, Paramedic, Sales, Microsoft Excel, Team Building, Hospitals, Contract Negotiation, Creative Direction, Project Management, Social Networking, Strategy, Event Planning, Editing, Television, Microsoft Word, PowerPoint, Policy, Healthcare Management, CPR Certified, Account Management, Event Management, Business Development, Social Media Marketing, Sales Management, Film, Photoshop, Public Relations, Budgets, Entertainment, Graphic Design, Photography, Negotiation, Emergency Services, Leadership Development, TV Production, Video Production, Film Production
Education
Lyric 2002 — 2002
Certificate of Completion, Graphic Animation, Pass
St Vincent's Institute of Emergency Care 1997 — 1998
Associate's degree, Paramedic
The American Film Institute Conservatory 1995 — 1995
Various Certificates of Completion, Graphic design and animation, Pass
Loyola Marymount University 1992 — 1994
Bachelor’s Degree, Film/Cinema/Video Studies, 3.67
Saddle River Country Day School 1980 — 1989
Bachelor of Arts (BA)
Alexandra Foty Alexandra Foty's CIBC World Markets Experience May 2015 - August 2015
Job Mine Engineer Intern
Industry Mining & Metals
Experience
TATA Steel Minerals Canada September 2015 - Present
CIBC World Markets May 2015 - August 2015
Co-op Mining Engineering Undergraduate Society August 2014 - May 2015
The Sentient Group May 2013 - December 2013
Rock People Mining Recruitment May 2012 - August 2012
Science Concepts International May 2012 - May 2012
Skills
Mining, Geology, Metallurgy, Mining Engineering, Engineering, Minerals, Coal, Gold, Feasibility Studies, Geological Mapping, Renewable Energy, Mineral Exploration, Copper, Base Metals, Energy
Education
McGill University 2012 — 2015
Bachelor of Engineering (B.Eng.), Mining and Mineral Engineering
St. Francis University 2010 — 2011
TATA Steel Minerals Canada September 2015 - Present
CIBC World Markets May 2015 - August 2015
Co-op Mining Engineering Undergraduate Society August 2014 - May 2015
The Sentient Group May 2013 - December 2013
Rock People Mining Recruitment May 2012 - August 2012
Science Concepts International May 2012 - May 2012
Skills
Mining, Geology, Metallurgy, Mining Engineering, Engineering, Minerals, Coal, Gold, Feasibility Studies, Geological Mapping, Renewable Energy, Mineral Exploration, Copper, Base Metals, Energy
Education
McGill University 2012 — 2015
Bachelor of Engineering (B.Eng.), Mining and Mineral Engineering
St. Francis University 2010 — 2011
Forbes Gemmell Forbes Gemmell's CIBC World Markets Experience May 2005 - March 2008
Job President & CEO at Lago Dourado Minerals Ltd
Industry Mining & Metals
Experience
Lago Dourado Minerals Ltd September 2010 - Present
Raymond James Ltd. April 2008 - August 2010
CIBC World Markets May 2005 - March 2008
Colonial First State February 2001 - April 2004
Skills
Equity Research, Financial Modeling, Capital Markets, Investor Relations, Business Strategy, Due Diligence, Investments, Investment Banking, Corporate Finance, Gold, Private Equity, Finance
Education
Macquarie University 1995 — 2000
BEc (Actuarial Studies)
Lago Dourado Minerals Ltd September 2010 - Present
Raymond James Ltd. April 2008 - August 2010
CIBC World Markets May 2005 - March 2008
Colonial First State February 2001 - April 2004
Skills
Equity Research, Financial Modeling, Capital Markets, Investor Relations, Business Strategy, Due Diligence, Investments, Investment Banking, Corporate Finance, Gold, Private Equity, Finance
Education
Macquarie University 1995 — 2000
BEc (Actuarial Studies)
Sandy McNerney Sandy McNerney's CIBC World Markets Experience 1995 - 1999
Job Executive Assistant, Rogers Digital Media
Industry Entertainment
Experience
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Harry MacInnis Harry MacInnis's CIBC World Markets Experience August 2012 - December 2013
Job Associate at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2015 - Present
Credit Suisse January 2014 - June 2015
CIBC World Markets August 2012 - December 2013
CIBC World Markets May 2011 - August 2011
Mothering Mother LLC March 2010 - May 2011
Provident Group (Now INTL Provident Group) May 2009 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Capital IQ, Financial Analysis, Equity Research, Investment Banking, Corporate Finance, Equities, Business Valuation, Fixed Income, Capital Markets, Bloomberg Terminal, Mergers, Economics
Education
McGill University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, Political Science
TPG Capital August 2015 - Present
Credit Suisse January 2014 - June 2015
CIBC World Markets August 2012 - December 2013
CIBC World Markets May 2011 - August 2011
Mothering Mother LLC March 2010 - May 2011
Provident Group (Now INTL Provident Group) May 2009 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Capital IQ, Financial Analysis, Equity Research, Investment Banking, Corporate Finance, Equities, Business Valuation, Fixed Income, Capital Markets, Bloomberg Terminal, Mergers, Economics
Education
McGill University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, Political Science
Louis Archambeault's CIBC World Markets Experience December 2012 - Present
Job Director Corporate Development at Goldcorp Inc
Industry Mining & Metals
Experience
Goldcorp Inc December 2013 - Present
CIBC World Markets December 2012 - Present
CIBC World Markets December 2009 - December 2012
CIBC World Markets November 2007 - December 2009
AMEC 2006 - 2007
McGill University 2004 - September 2006
WH Bryan Mining and Geology Research Centre 2003 - 2004
Skills
Valuation, Financial Modeling, Capital Markets, Corporate Finance, Financial Structuring, Equities, Project Finance, Mining, Due Diligence, Corporate Development, Financial Analysis, Mergers, Team Management, Team Leadership, Client Coverage, Mergers & Acquisitions, Joint Ventures, IPO, Finance
Education
McGill University 2004 — 2006
M.Eng, Mineral Economics and Artificial Intelligence
McGill University 1999 — 2004
Bachelor of Engineering (B.Eng.), Mining and Mineral Engineering
The University of Queensland 2002 — 2003
Bilateral Exchange Student
CFA
Level 1 CFA candidate
Goldcorp Inc December 2013 - Present
CIBC World Markets December 2012 - Present
CIBC World Markets December 2009 - December 2012
CIBC World Markets November 2007 - December 2009
AMEC 2006 - 2007
McGill University 2004 - September 2006
WH Bryan Mining and Geology Research Centre 2003 - 2004
Skills
Valuation, Financial Modeling, Capital Markets, Corporate Finance, Financial Structuring, Equities, Project Finance, Mining, Due Diligence, Corporate Development, Financial Analysis, Mergers, Team Management, Team Leadership, Client Coverage, Mergers & Acquisitions, Joint Ventures, IPO, Finance
Education
McGill University 2004 — 2006
M.Eng, Mineral Economics and Artificial Intelligence
McGill University 1999 — 2004
Bachelor of Engineering (B.Eng.), Mining and Mineral Engineering
The University of Queensland 2002 — 2003
Bilateral Exchange Student
CFA
Level 1 CFA candidate
Aly Gillani Aly Gillani's CIBC World Markets Experience 2011 - July 2012
Job Vice President, Communications, Media and Tech Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets July 2012 - Present
CIBC World Markets 2011 - July 2012
Research In Motion July 2009 - 2011
Deloitte Consulting 2004 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Venture Capital, Corporate Finance, Business Case, Acquisition Integration, Private Equity, Mergers, Capital Markets, Due Diligence, Strategy
Education
London Business School 2007 — 2009
Master of Business Administration (MBA), Corporate Finance
University of Waterloo 1999 — 2004
BASc, Computer Engineering
RBC Capital Markets December 2013 - Present
RBC Capital Markets July 2012 - Present
CIBC World Markets 2011 - July 2012
Research In Motion July 2009 - 2011
Deloitte Consulting 2004 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Venture Capital, Corporate Finance, Business Case, Acquisition Integration, Private Equity, Mergers, Capital Markets, Due Diligence, Strategy
Education
London Business School 2007 — 2009
Master of Business Administration (MBA), Corporate Finance
University of Waterloo 1999 — 2004
BASc, Computer Engineering
David A. Pickett David A. Pickett's CIBC World Markets Experience May 2014 - August 2014
Job MBA pursuing a career in Valuation & Finance Advisory
Industry Capital Markets
Experience
CIBC World Markets May 2014 - August 2014
WireIE June 2013 - May 2014
TELUS August 2009 - June 2013
Magna Golf Club April 2009 - September 2009
St Andrews Valley Golf Club September 2004 - September 2008
Skills
Sales, Customer Service, Team Leadership, Teamwork, Microsoft Excel, Account Management, Project Management, Sales Presentations, Microsoft Office, Sports, Telecommunications, Business Development, Negotiation, Marketing Communications, Strategic Planning, Competitive Analysis, Market Research, Deal Closure, Closing Deals, Financial Analysis, Corporate Finance, Equity Valuation, Capital Budgeting, Financial Modeling, Banking, Valuation
Education
McMaster University 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Finance & Valuation, 3.6 out of 4
York University 2007 — 2011
Specialized Honours BA, Kinesiology
CIBC World Markets May 2014 - August 2014
WireIE June 2013 - May 2014
TELUS August 2009 - June 2013
Magna Golf Club April 2009 - September 2009
St Andrews Valley Golf Club September 2004 - September 2008
Skills
Sales, Customer Service, Team Leadership, Teamwork, Microsoft Excel, Account Management, Project Management, Sales Presentations, Microsoft Office, Sports, Telecommunications, Business Development, Negotiation, Marketing Communications, Strategic Planning, Competitive Analysis, Market Research, Deal Closure, Closing Deals, Financial Analysis, Corporate Finance, Equity Valuation, Capital Budgeting, Financial Modeling, Banking, Valuation
Education
McMaster University 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Finance & Valuation, 3.6 out of 4
York University 2007 — 2011
Specialized Honours BA, Kinesiology
Lawrence Moses Lawrence Moses's CIBC World Markets Experience July 2000 - July 2002
Job Executive Director Global Equity Trading at Daiwa Capital Markets
Industry Capital Markets
Experience
Daiwa Capital Markets America Inc. September 2014 - Present
CLSA July 2007 - March 2014
HSBC Securities July 2002 - June 2007
CIBC World Markets July 2000 - July 2002
Skills
Equities, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Capital Markets, Trading, Financial Markets, Derivatives, Equity Derivatives, Hedge Funds, Securities, Options, Emerging Markets, Alternative Investments, Swaps
Education
Long Island University
Daiwa Capital Markets America Inc. September 2014 - Present
CLSA July 2007 - March 2014
HSBC Securities July 2002 - June 2007
CIBC World Markets July 2000 - July 2002
Skills
Equities, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Capital Markets, Trading, Financial Markets, Derivatives, Equity Derivatives, Hedge Funds, Securities, Options, Emerging Markets, Alternative Investments, Swaps
Education
Long Island University
Lilly Kazaz Lilly Kazaz's CIBC World Markets Experience January 1992 - August 1997
Job Vice President, Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 1997 - Present
CIBC World Markets January 1992 - August 1997
Education
CFA Institute 1995 — 1997
Chartered Financial Analyst
York University - Schulich School of Business 1990 — 1992
MBA
McGill University 1987 — 1990
BA, Great Distinction, English Literature
RBC Dominion Securities September 1997 - Present
CIBC World Markets January 1992 - August 1997
Education
CFA Institute 1995 — 1997
Chartered Financial Analyst
York University - Schulich School of Business 1990 — 1992
MBA
McGill University 1987 — 1990
BA, Great Distinction, English Literature
Gerald Sheehan Gerald Sheehan's CIBC World Markets Experience May 2004 - December 2005
Job Principal at Snow Phipps
Industry Venture Capital & Private Equity
Experience
Snow Phipps December 2005 - Present
CIBC World Markets May 2004 - December 2005
Education
McGill University 1999 — 2003
Bachelor of Commerce (BCom), Finance
St. Michael's College 1994 — 1999
Snow Phipps December 2005 - Present
CIBC World Markets May 2004 - December 2005
Education
McGill University 1999 — 2003
Bachelor of Commerce (BCom), Finance
St. Michael's College 1994 — 1999
Katie Schwitzer Katie Schwitzer's CIBC World Markets Experience August 2011 - May 2014
Job Business Manager, Investment Banking at Raymond James Ltd.
Industry Investment Banking
Experience
Raymond James Ltd. January 2015 - Present
CIBC World Markets August 2011 - May 2014
Rotman School of Management August 2009 - August 2011
Scotia Capital May 2010 - August 2010
Blast Radius April 2008 - February 2009
Blast Radius March 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategy, Investment Banking, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McGill University 2002 — 2006
BComm, Marketing, Finance
Raymond James Ltd. January 2015 - Present
CIBC World Markets August 2011 - May 2014
Rotman School of Management August 2009 - August 2011
Scotia Capital May 2010 - August 2010
Blast Radius April 2008 - February 2009
Blast Radius March 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategy, Investment Banking, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McGill University 2002 — 2006
BComm, Marketing, Finance
Michel Paradis, C.A.; M.B.A Michel Paradis, C.A.; M.B.A's CIBC World Markets Experience August 1996 - January 2000
Job Chief Financial Officer at Ontario Pension Board
Industry Financial Services
Experience
Ontario Pension Board January 2014 - Present
MJP Financial Services Consulting Inc. May 2013 - December 2013
Manulife Financial March 2011 - April 2013
Manulife Financial April 2010 - March 2011
Manulife Financial December 2006 - May 2010
TD Bank January 2000 - October 2005
CIBC World Markets August 1996 - January 2000
Skills
Financial Analysis, Capital Markets, Risk Management, Derivatives, Financial Modeling, Investments, Financial Risk, Analysis, Finance, Trading, Financial Services, Securities, Management, Corporate Finance, Valuation, Equities, Internal Controls, Financial Reporting, Fixed Income, Strategic Financial..., Loans, Mutual Funds, Treasury Management, Banking, Portfolio Management, Asset Management, Mergers & Acquisitions, Investment Management, Cash Management, Enterprise Risk..., Private Equity, Wealth Management, Credit, Back Office, Credit Risk, Due Diligence, Bloomberg, Investment Banking, Executive Management, Strategy, Business Process, Alternative Investments, Hedge Funds, Investment Strategies, Treasury, FX Options, Bonds, Market Risk, Hedging, Financial Markets
Education
McGill University
M.B.A., Finance / International Business
McGill University
B. Com, Accounting / Finance
Ontario Pension Board January 2014 - Present
MJP Financial Services Consulting Inc. May 2013 - December 2013
Manulife Financial March 2011 - April 2013
Manulife Financial April 2010 - March 2011
Manulife Financial December 2006 - May 2010
TD Bank January 2000 - October 2005
CIBC World Markets August 1996 - January 2000
Skills
Financial Analysis, Capital Markets, Risk Management, Derivatives, Financial Modeling, Investments, Financial Risk, Analysis, Finance, Trading, Financial Services, Securities, Management, Corporate Finance, Valuation, Equities, Internal Controls, Financial Reporting, Fixed Income, Strategic Financial..., Loans, Mutual Funds, Treasury Management, Banking, Portfolio Management, Asset Management, Mergers & Acquisitions, Investment Management, Cash Management, Enterprise Risk..., Private Equity, Wealth Management, Credit, Back Office, Credit Risk, Due Diligence, Bloomberg, Investment Banking, Executive Management, Strategy, Business Process, Alternative Investments, Hedge Funds, Investment Strategies, Treasury, FX Options, Bonds, Market Risk, Hedging, Financial Markets
Education
McGill University
M.B.A., Finance / International Business
McGill University
B. Com, Accounting / Finance
Dan Cabo Dan Cabo's CIBC World Markets Experience March 1999 - February 2001
Job CFO at Care Capital LLC
Industry Accounting
Experience
Care Capital LLC March 2002 - Present
Care Capital LLC March 2002 - Present
KBL Healthcare Ventures February 2001 - March 2002
CIBC World Markets March 1999 - February 2001
Access America Financial LLC January 1998 - March 1999
Skills
PowerPoint, Microsoft Word, Process Improvement, Microsoft Excel, Sales, Outlook, Leadership, Microsoft Office, Customer Service, Research, Team Building
Education
Rider University 2002 — 2005
Master of Business Administration (M.B.A.), Finance
Manhattan College 1985 — 1989
Bachelor of Science (B.S.), Accounting
Care Capital LLC March 2002 - Present
Care Capital LLC March 2002 - Present
KBL Healthcare Ventures February 2001 - March 2002
CIBC World Markets March 1999 - February 2001
Access America Financial LLC January 1998 - March 1999
Skills
PowerPoint, Microsoft Word, Process Improvement, Microsoft Excel, Sales, Outlook, Leadership, Microsoft Office, Customer Service, Research, Team Building
Education
Rider University 2002 — 2005
Master of Business Administration (M.B.A.), Finance
Manhattan College 1985 — 1989
Bachelor of Science (B.S.), Accounting
Sascha Boehme Sascha Boehme's CIBC World Markets Experience October 2002 - February 2007
Job Director of Product & Finance at Self Lender
Industry Computer Software
Experience
Self Lender July 2015 - Present
SDM Solutions LLC August 2014 - Present
Boehme BankIT Consulting June 2009 - Present
MIT January 2012 - June 2014
Massachusetts Institute of Technology (MIT) September 2013 - December 2013
Massachusetts Institute of Technology (MIT) July 2013 - September 2013
Dresdner Kleinwort February 2007 - June 2008
CIBC World Markets October 2002 - February 2007
UBS Investment Bank July 2000 - October 2002
UBS Investment Bank July 1998 - July 2000
Skills
Entrepreneurship, Software Development, Product Management, Business Analysis, System Architecture, Team Leadership, Software Project..., Management Consulting, Finance, Strategy, Cross-functional Team..., Consulting, Project Management, IT Strategy, Interest Rate..., Business Intelligence, Risk Management, Analysis, Structured Products, Integration, Start-ups, Systems Engineering, Product Development, Program Management, Enterprise Architecture, System Dynamics, Social Network Analysis, Agile Methodologies, Analytics, Requirements Analysis, FX Derivatives, VBA, HTML/CSS, JS, CAPM, IT Management, SDLC, Data Analysis
Education
Massachusetts Institute of Technology 2012 — 2014
Master of Science, Sloan School of Management & School of Engineering, 5.0/5.0
Ludwig-Maximilians Universität München 1992 — 1998
B.A. / M.A., Business Administration - Capital Markets, First Class
Self Lender July 2015 - Present
SDM Solutions LLC August 2014 - Present
Boehme BankIT Consulting June 2009 - Present
MIT January 2012 - June 2014
Massachusetts Institute of Technology (MIT) September 2013 - December 2013
Massachusetts Institute of Technology (MIT) July 2013 - September 2013
Dresdner Kleinwort February 2007 - June 2008
CIBC World Markets October 2002 - February 2007
UBS Investment Bank July 2000 - October 2002
UBS Investment Bank July 1998 - July 2000
Skills
Entrepreneurship, Software Development, Product Management, Business Analysis, System Architecture, Team Leadership, Software Project..., Management Consulting, Finance, Strategy, Cross-functional Team..., Consulting, Project Management, IT Strategy, Interest Rate..., Business Intelligence, Risk Management, Analysis, Structured Products, Integration, Start-ups, Systems Engineering, Product Development, Program Management, Enterprise Architecture, System Dynamics, Social Network Analysis, Agile Methodologies, Analytics, Requirements Analysis, FX Derivatives, VBA, HTML/CSS, JS, CAPM, IT Management, SDLC, Data Analysis
Education
Massachusetts Institute of Technology 2012 — 2014
Master of Science, Sloan School of Management & School of Engineering, 5.0/5.0
Ludwig-Maximilians Universität München 1992 — 1998
B.A. / M.A., Business Administration - Capital Markets, First Class
Chris Lynch's CIBC World Markets Experience 2004 - 2010
Job CFO at AlarmForce Industries Inc.
Industry Real Estate
Experience
AlarmForce Industries Inc. July 2015 - Present
Brookfield Global Relocation Services 2013 - July 2015
Brookfield Residential Property Services 2010 - 2013
CIBC World Markets 2004 - 2010
CIBC 2002 - 2004
BMO Harris Private Banking 2001 - 2001
Skills
Investment Banking, Corporate Finance, Securitization, Strategic Planning, Financial Modeling, Capital Markets, Financial Analysis, Credit, Relationship Management, Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Structured Finance, Treasury, Capital Structure, Corporate Development, Negotiation, Banking, Finance, Restructuring, Mergers and Acquisitions, Contract Negotiation, Change Management, Leadership, Global Mobility, Investor Relations, Capital Raising, Business Strategy &..., Liquidity Management, Financial Reporting, Decision Support, Competitive Analysis, Credit Analysis, Forecasting, Operational Improvement, Treasury Management
Education
McMaster University
MBA, Finance
Wilfrid Laurier University
HBBA, Business Administration
AlarmForce Industries Inc. July 2015 - Present
Brookfield Global Relocation Services 2013 - July 2015
Brookfield Residential Property Services 2010 - 2013
CIBC World Markets 2004 - 2010
CIBC 2002 - 2004
BMO Harris Private Banking 2001 - 2001
Skills
Investment Banking, Corporate Finance, Securitization, Strategic Planning, Financial Modeling, Capital Markets, Financial Analysis, Credit, Relationship Management, Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Structured Finance, Treasury, Capital Structure, Corporate Development, Negotiation, Banking, Finance, Restructuring, Mergers and Acquisitions, Contract Negotiation, Change Management, Leadership, Global Mobility, Investor Relations, Capital Raising, Business Strategy &..., Liquidity Management, Financial Reporting, Decision Support, Competitive Analysis, Credit Analysis, Forecasting, Operational Improvement, Treasury Management
Education
McMaster University
MBA, Finance
Wilfrid Laurier University
HBBA, Business Administration
Ali Azhar Lotia's CIBC World Markets Experience February 2009 - August 2014
Job Equity Portfolio Trading at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2014 - Present
CIBC World Markets February 2009 - August 2014
Magnum Semiconductor June 2008 - February 2009
AMD February 2004 - June 2008
LSI Corporation February 2001 - October 2003
CAE August 1999 - February 2001
Skills
Capital Markets, Trading Systems, Equities, Derivatives, Fixed Income, Investment Banking, Equity Trading, Trading, Bloomberg, Electronic Trading
Education
University of Toronto - Rotman School of Management 2007 — 2010
MBA, Finance, General
McGill University 1995 — 1999
BEng, Mechanical
Macquarie Group August 2014 - Present
CIBC World Markets February 2009 - August 2014
Magnum Semiconductor June 2008 - February 2009
AMD February 2004 - June 2008
LSI Corporation February 2001 - October 2003
CAE August 1999 - February 2001
Skills
Capital Markets, Trading Systems, Equities, Derivatives, Fixed Income, Investment Banking, Equity Trading, Trading, Bloomberg, Electronic Trading
Education
University of Toronto - Rotman School of Management 2007 — 2010
MBA, Finance, General
McGill University 1995 — 1999
BEng, Mechanical
Srinivas Anantha, CFA's CIBC World Markets Experience November 2001 - January 2008
Job Analyst at LMCG Investments
Industry Investment Management
Experience
LMCG Investments January 2012 - Present
Crosswind Investments, LLC February 2011 - January 2012
Oppenheimer & Co. January 2008 - January 2011
CIBC World Markets November 2001 - January 2008
C.E. Unterberg, Towbin October 2000 - October 2001
Merrill Lynch July 1999 - September 2000
Skills
Equity Research, Valuation, Investments, Equities, Equity Valuation, Telecommunications, Financial Modeling, Portfolio Management, Bloomberg, Capital Markets, Analysis, Private Equity
Education
Loyola University of Chicago 1997 — 1999
MBA
University of Madras
B.S.
LMCG Investments January 2012 - Present
Crosswind Investments, LLC February 2011 - January 2012
Oppenheimer & Co. January 2008 - January 2011
CIBC World Markets November 2001 - January 2008
C.E. Unterberg, Towbin October 2000 - October 2001
Merrill Lynch July 1999 - September 2000
Skills
Equity Research, Valuation, Investments, Equities, Equity Valuation, Telecommunications, Financial Modeling, Portfolio Management, Bloomberg, Capital Markets, Analysis, Private Equity
Education
Loyola University of Chicago 1997 — 1999
MBA
University of Madras
B.S.
Robert McManus's CIBC World Markets Experience June 2000 - March 2001
Job Financial Analyst
Industry Investment Management
Experience
Lazard Capital Markets January 2011 - August 2011
Jefferies & Company January 2010 - January 2011
Majestic Research July 2008 - December 2008
Neuberger Berman April 2001 - March 2008
CIBC World Markets June 2000 - March 2001
BDO Seidman, LLP June 1998 - June 2000
Skills
Valuation, Equity Research, Investments, Financial Analysis, Investment Research, Capital Markets Analysis, Hedge Funds, Forecasting, Equities
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
MBA, Finance
Marquette University 1985 — 1989
B.Sc., Biology
Maastricht School of Management
Lazard Capital Markets January 2011 - August 2011
Jefferies & Company January 2010 - January 2011
Majestic Research July 2008 - December 2008
Neuberger Berman April 2001 - March 2008
CIBC World Markets June 2000 - March 2001
BDO Seidman, LLP June 1998 - June 2000
Skills
Valuation, Equity Research, Investments, Financial Analysis, Investment Research, Capital Markets Analysis, Hedge Funds, Forecasting, Equities
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
MBA, Finance
Marquette University 1985 — 1989
B.Sc., Biology
Maastricht School of Management
Simon Kwong's CIBC World Markets Experience 2003 - 2006
Job Vice President and Director
Industry Investment Banking
Experience
TD October 2010 - Present
TD Securities January 2010 - October 2010
TD Securities March 2006 - December 2009
CIBC World Markets 2003 - 2006
CIBC World Markets 2000 - 2003
Education
McGill University 1996 — 2000
Bachelor of Commerce (B.Com.), Economics and Finance
TD October 2010 - Present
TD Securities January 2010 - October 2010
TD Securities March 2006 - December 2009
CIBC World Markets 2003 - 2006
CIBC World Markets 2000 - 2003
Education
McGill University 1996 — 2000
Bachelor of Commerce (B.Com.), Economics and Finance
David Shepley's CIBC World Markets Experience March 2000 - January 2008
Job Client Relationship Manager / Product Manager at SunGard
Industry Financial Services
Experience
SunGard July 2009 - Present
NYU Financial Risk Management January 2008 - May 2009
CIBC World Markets March 2000 - January 2008
Spear Leeds and Kellogg February 1999 - March 2000
JP Morgan July 1995 - February 1999
J.P. Morgan July 1995 - February 1999
Skills
Product Strategy, Customer Relations, Compliance, Equities, Trading, Securities, Capital Markets, Trading Systems, Equity Trading, Risk Management, Business Analysis, Series 7, Order Management, Process Engineering, Product Management, Product Development, Process Improvement, Business Strategy, Client Development, Software Implementation
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Graduate, Financial Risk Management
Rutgers University-New Brunswick 1991 — 1995
B.S., Industrial Engineering, Minor Economics
Lehigh University - College of Business and Economics 1990 — 1991
Finance
SunGard July 2009 - Present
NYU Financial Risk Management January 2008 - May 2009
CIBC World Markets March 2000 - January 2008
Spear Leeds and Kellogg February 1999 - March 2000
JP Morgan July 1995 - February 1999
J.P. Morgan July 1995 - February 1999
Skills
Product Strategy, Customer Relations, Compliance, Equities, Trading, Securities, Capital Markets, Trading Systems, Equity Trading, Risk Management, Business Analysis, Series 7, Order Management, Process Engineering, Product Management, Product Development, Process Improvement, Business Strategy, Client Development, Software Implementation
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Graduate, Financial Risk Management
Rutgers University-New Brunswick 1991 — 1995
B.S., Industrial Engineering, Minor Economics
Lehigh University - College of Business and Economics 1990 — 1991
Finance
Jason Sadler's CIBC World Markets Experience 2007 - 2007
Job Mobile Development Engineer at TribeHR
Industry Computer Software
Experience
TribeHR November 2012 - Present
Open Text June 2009 - November 2012
Open Text May 2008 - August 2008
CIBC World Markets 2007 - 2007
Skills
Software Design, Android Development, Blackberry Development, Cocoa, Web Applications, Objective-C, C#, Java, JavaScript, jQuery, Visual Studio, Eclipse, Perforce, Agile Methodologies, SQL, CSS
Education
McMaster University 2004 — 2009
Bachelor of Engineering (BEng), Software Engineering and Society
TribeHR November 2012 - Present
Open Text June 2009 - November 2012
Open Text May 2008 - August 2008
CIBC World Markets 2007 - 2007
Skills
Software Design, Android Development, Blackberry Development, Cocoa, Web Applications, Objective-C, C#, Java, JavaScript, jQuery, Visual Studio, Eclipse, Perforce, Agile Methodologies, SQL, CSS
Education
McMaster University 2004 — 2009
Bachelor of Engineering (BEng), Software Engineering and Society
Kory Brewster's CIBC World Markets Experience January 2014 - February 2015
Job Director at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada February 2015 - Present
CIBC World Markets January 2014 - February 2015
CIBC World Markets March 2011 - December 2013
CIBC World Markets January 2008 - March 2011
CIBC WORLD MARKETS June 2003 - December 2007
Skills
Capital Markets, People Management, Bilingual, Bloomberg, Fixed Income, Investments, Trading, Structured Products, Foreign Exchange, Money Market, Chartered Financial..., Derivatives, FX Options, Wealth Management, Management, Investment Advisory, Financial Analysis, Bonds, Equities
Education
McGill University 1997 — 2001
B.Sc., Computer Science
Marianopolis College 1995 — 1997
DEC, Health Sciences
National Bank of Canada February 2015 - Present
CIBC World Markets January 2014 - February 2015
CIBC World Markets March 2011 - December 2013
CIBC World Markets January 2008 - March 2011
CIBC WORLD MARKETS June 2003 - December 2007
Skills
Capital Markets, People Management, Bilingual, Bloomberg, Fixed Income, Investments, Trading, Structured Products, Foreign Exchange, Money Market, Chartered Financial..., Derivatives, FX Options, Wealth Management, Management, Investment Advisory, Financial Analysis, Bonds, Equities
Education
McGill University 1997 — 2001
B.Sc., Computer Science
Marianopolis College 1995 — 1997
DEC, Health Sciences
Joan Solomon Griffin's CIBC World Markets Experience 1997 - 2003
Job Managing Director, Team Head Corporate Credit NA Industrials and Canada
Industry Financial Services
Experience
RBS Markets and International Banking May 2015 - Present
RBS Markets and International Banking November 2011 - Present
RBS September 2003 - Present
CIBC World Markets 1997 - 2003
Toronto Dominion Securities USA April 1994 - July 1997
First Chicago (now JPMorgan Chase) 1983 - 1994
Skills
Credit, Structured Finance, Corporate Finance, Risk Management, Banking, Due Diligence, Credit Analysis, Hedge Funds, Basel II, Change Management, Credit Risk, Valuation, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Financial Modeling, Equities, Financial Structuring, Fixed Income, Private Equity, Management, Financial Analysis, Leveraged Finance, Emerging Markets, Structured Products, Project Finance, Investments
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Public Finance and Marketing
Massachusetts Institute of Technology 1976 — 1980
BS, Civil Engineering
RBS Markets and International Banking May 2015 - Present
RBS Markets and International Banking November 2011 - Present
RBS September 2003 - Present
CIBC World Markets 1997 - 2003
Toronto Dominion Securities USA April 1994 - July 1997
First Chicago (now JPMorgan Chase) 1983 - 1994
Skills
Credit, Structured Finance, Corporate Finance, Risk Management, Banking, Due Diligence, Credit Analysis, Hedge Funds, Basel II, Change Management, Credit Risk, Valuation, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Financial Modeling, Equities, Financial Structuring, Fixed Income, Private Equity, Management, Financial Analysis, Leveraged Finance, Emerging Markets, Structured Products, Project Finance, Investments
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Public Finance and Marketing
Massachusetts Institute of Technology 1976 — 1980
BS, Civil Engineering
Ivinder Ahuja, CFA's CIBC World Markets Experience 2005 - 2007
Job Strategic Partnerships, Investments and M&A
Industry Venture Capital & Private Equity
Experience
MasterCard 2014 - Present
American Express 2011 - 2014
Glacier Capital LLC 2009 - 2013
Accenture 2010 - 2011
UBS Investment Bank 2007 - 2008
CIBC World Markets 2005 - 2007
CIBC World Markets 2002 - 2005
CIBC World Markets 2001 - 2002
PricewaterhouseCoopers 1999 - 2001
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Investment Banking, M&A experience, Mergers & Acquisitions, Venture Capital, Financial Analysis, Strategy, Finance, Business Development, Financial Structuring, Acquisition Integration, Strategic Partnerships, Investments, Strategic Financial..., Financial Services, Deal Sourcing, M&A execution, Deal Execution, Principal Investments, Start-ups, Forecasting, Accounting, Portfolio Management, Capital Markets, Equities, Business Strategy, Management Consulting, Entrepreneurship, IPO, Cross Functional..., Leadership, Management
Education
CFA Institute
CFA
University of Toronto - Rotman School of Management
MBA, Corporate Finance
McGill University
BSc, Biochemistry major and Management minor
MasterCard 2014 - Present
American Express 2011 - 2014
Glacier Capital LLC 2009 - 2013
Accenture 2010 - 2011
UBS Investment Bank 2007 - 2008
CIBC World Markets 2005 - 2007
CIBC World Markets 2002 - 2005
CIBC World Markets 2001 - 2002
PricewaterhouseCoopers 1999 - 2001
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Investment Banking, M&A experience, Mergers & Acquisitions, Venture Capital, Financial Analysis, Strategy, Finance, Business Development, Financial Structuring, Acquisition Integration, Strategic Partnerships, Investments, Strategic Financial..., Financial Services, Deal Sourcing, M&A execution, Deal Execution, Principal Investments, Start-ups, Forecasting, Accounting, Portfolio Management, Capital Markets, Equities, Business Strategy, Management Consulting, Entrepreneurship, IPO, Cross Functional..., Leadership, Management
Education
CFA Institute
CFA
University of Toronto - Rotman School of Management
MBA, Corporate Finance
McGill University
BSc, Biochemistry major and Management minor
Kyle Francis's CIBC World Markets Experience March 2000 - September 2008
Job .
Industry Executive Office
Experience
Southern California Reproductive Center May 2014 - Present
RaceRocks 3D March 2012 - Present
RedWater Energy Corp. September 2008 - May 2015
Apollo Medical Holdings, Inc. October 2008 - May 2014
CIBC World Markets March 2000 - September 2008
Education
McGill University
B.Comm, Finance and Accounting
Southern California Reproductive Center May 2014 - Present
RaceRocks 3D March 2012 - Present
RedWater Energy Corp. September 2008 - May 2015
Apollo Medical Holdings, Inc. October 2008 - May 2014
CIBC World Markets March 2000 - September 2008
Education
McGill University
B.Comm, Finance and Accounting
Holt Fogarty's CIBC World Markets Experience June 2001 - December 2002
Job Regional Business Consultant at James Alpha Management
Industry Investment Management
Experience
James Alpha Management September 2015 - Present
Curian Capital February 2007 - August 2015
Curian Capital/Jackson National Life February 2003 - January 2007
CIBC World Markets June 2001 - December 2002
Skills
Mutual Funds, Series 63, Series 7, Series 65, Separately Managed..., ETFs, Alternative Investments, CFS, Asset Managment, Fixed Annuities, Banking, Asset Management, Retirement Planning, Wealth Management, 401k, Uniform Combined State..., Investments, Investment Advisory, Securities, Retirement, Financial Advisory
Education
Marist College 1997 — 2000
Bachelor of Science (B.S.), Business/Managerial Economics
Marist College 1997 — 2000
Certificate of Art & Design, Commercial and Advertising Art
James Alpha Management September 2015 - Present
Curian Capital February 2007 - August 2015
Curian Capital/Jackson National Life February 2003 - January 2007
CIBC World Markets June 2001 - December 2002
Skills
Mutual Funds, Series 63, Series 7, Series 65, Separately Managed..., ETFs, Alternative Investments, CFS, Asset Managment, Fixed Annuities, Banking, Asset Management, Retirement Planning, Wealth Management, 401k, Uniform Combined State..., Investments, Investment Advisory, Securities, Retirement, Financial Advisory
Education
Marist College 1997 — 2000
Bachelor of Science (B.S.), Business/Managerial Economics
Marist College 1997 — 2000
Certificate of Art & Design, Commercial and Advertising Art
Andrea MacDonell's CIBC World Markets Experience March 2000 - April 2001
Job Director, Human Resources at CIBC
Industry Banking
Experience
CIBC March 2000 - Present
CIBC Global Recruitment Strategies May 2001 - September 2004
CIBC World Markets March 2000 - April 2001
Skills
Talent Management, Performance Management, Talent Acquisition, Human Resources, Succession Planning, Employee Engagement, Recruiting, Banking, Employee Relations
Education
McGill University 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Humber College, School of Business
Certificate In Human Resources Management, Human Resources, Graduated with Honours
CIBC March 2000 - Present
CIBC Global Recruitment Strategies May 2001 - September 2004
CIBC World Markets March 2000 - April 2001
Skills
Talent Management, Performance Management, Talent Acquisition, Human Resources, Succession Planning, Employee Engagement, Recruiting, Banking, Employee Relations
Education
McGill University 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Humber College, School of Business
Certificate In Human Resources Management, Human Resources, Graduated with Honours
Jennifer (Koutnouyan) Miller's CIBC World Markets Experience 1997 - 1998
Job Residential Sales at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group May 2008 - Present
Merrill Lynch June 1998 - May 2008
CIBC World Markets 1997 - 1998
Price Waterhouse 1996 - 1997
Skills
Real Estate, Fixed Income, Investment Properties, Real Estate Transactions, Real Estate Development, Selling, Real Estate Economics, Residential Homes, Sellers, Investors, Relocation, Negotiation, Due Diligence, Contract Negotiation, Condos, First Time Home Buyers, Marketing, Financial Analysis
Education
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science (BS), Finance, General
Bronx H.S. of Science 1988 — 1992
The Corcoran Group May 2008 - Present
Merrill Lynch June 1998 - May 2008
CIBC World Markets 1997 - 1998
Price Waterhouse 1996 - 1997
Skills
Real Estate, Fixed Income, Investment Properties, Real Estate Transactions, Real Estate Development, Selling, Real Estate Economics, Residential Homes, Sellers, Investors, Relocation, Negotiation, Due Diligence, Contract Negotiation, Condos, First Time Home Buyers, Marketing, Financial Analysis
Education
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science (BS), Finance, General
Bronx H.S. of Science 1988 — 1992
Anthony Todaro's CIBC World Markets Experience May 1988 - May 1999
Job Chief Financial Officer at Espirito Santo Investment BankUSA
Industry Banking
Experience
Espirito Santo Investment October 2008 - Present
Eurohypo AG September 2003 - June 2008
HypoVereinsbank June 1999 - August 2003
CIBC World Markets May 1988 - May 1999
JP Morgan May 1986 - August 1988
Price Waterhouse May 1983 - April 1986
Skills
Capital Markets, Investment Banking, Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Accounting, Corporate Finance, Banking, Financial Structuring, Credit Risk, Private Equity, Financial Modeling, Asset Management, Credit, Fixed Income, Structured Finance, Equities, Finance, Project Finance, Derivatives, Financial Risk, Investments
Education
Manhattan College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Archbishop Molloy 1975 — 1979
Espirito Santo Investment October 2008 - Present
Eurohypo AG September 2003 - June 2008
HypoVereinsbank June 1999 - August 2003
CIBC World Markets May 1988 - May 1999
JP Morgan May 1986 - August 1988
Price Waterhouse May 1983 - April 1986
Skills
Capital Markets, Investment Banking, Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Accounting, Corporate Finance, Banking, Financial Structuring, Credit Risk, Private Equity, Financial Modeling, Asset Management, Credit, Fixed Income, Structured Finance, Equities, Finance, Project Finance, Derivatives, Financial Risk, Investments
Education
Manhattan College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Archbishop Molloy 1975 — 1979
Felix-Etienne Lebel's CIBC World Markets Experience August 2005 - December 2007
Job Principal at Birch Hill Equity Partners
Industry Investment Management
Experience
Birch Hill Equity Partners September 2010 - Present
EdgeStone Capital Partners January 2008 - August 2010
CIBC World Markets August 2005 - December 2007
Education
McGill University 2003 — 2005
Bachelor of Commerce (B.Com.), Finance
Birch Hill Equity Partners September 2010 - Present
EdgeStone Capital Partners January 2008 - August 2010
CIBC World Markets August 2005 - December 2007
Education
McGill University 2003 — 2005
Bachelor of Commerce (B.Com.), Finance
Joshua Bederman's CIBC World Markets Experience 2000 - 2002
Job Partner, Pyrrho Capital Management
Industry Financial Services
Experience
Pyrrho Capital Management 2011 - Present
Structured Portfolio Management May 2011 - December 2011
Argonaut Capital May 2009 - May 2011
Sandelman Partners April 2006 - December 2008
JP Morgan 2003 - 2006
CIBC World Markets 2000 - 2002
Education
McGill University 1996 — 2000
Bachelor of Arts, Honors, Economics
York Mills Collegiate Institute
Pyrrho Capital Management 2011 - Present
Structured Portfolio Management May 2011 - December 2011
Argonaut Capital May 2009 - May 2011
Sandelman Partners April 2006 - December 2008
JP Morgan 2003 - 2006
CIBC World Markets 2000 - 2002
Education
McGill University 1996 — 2000
Bachelor of Arts, Honors, Economics
York Mills Collegiate Institute
Bradley Goldhar's CIBC World Markets Experience 1985 - 1998
Job Senior Investment Advisor, BMO Nesbitt Burns
Industry Financial Services
Experience
Israel Cancer Research Fund January 2011 - Present
BMO Nesbitt Burns 2002 - Present
Israel Cancer Research Fund, Toronto October 2006 - October 2010
HSBC Securities 2001 - 2002
Yorkton Securities Inc. 1999 - 2001
CIBC World Markets 1985 - 1998
Skills
Financial Analysis, Capital Markets, Portfolio Management, Investment Banking, Investments, Management, Equities, Private Placements, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Strategic Financial...
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
University of Pennsylvania - The Wharton School 1981 — 1983
Forest Hill Collegiate Institute 1975 — 1979
High School
USDS 1964 — 1975
Israel Cancer Research Fund January 2011 - Present
BMO Nesbitt Burns 2002 - Present
Israel Cancer Research Fund, Toronto October 2006 - October 2010
HSBC Securities 2001 - 2002
Yorkton Securities Inc. 1999 - 2001
CIBC World Markets 1985 - 1998
Skills
Financial Analysis, Capital Markets, Portfolio Management, Investment Banking, Investments, Management, Equities, Private Placements, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Strategic Financial...
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
University of Pennsylvania - The Wharton School 1981 — 1983
Forest Hill Collegiate Institute 1975 — 1979
High School
USDS 1964 — 1975
Raven Williams's CIBC World Markets Experience August 1998 - March 2000
Job Computer Technician, Teacher
Industry Information Technology and Services
Experience
Saint Francis of Assisi School September 2009 - Present
WWDW October 2010 - June 2013
NYC HHC September 2009 - July 2010
Elsevier Science May 2000 - May 2009
CIBC World Markets August 1998 - March 2000
Banklink Inc January 1998 - July 1998
C3I Inc April 1997 - January 1998
Skills
Teaching, Data Entry, Customer Service, Troubleshooting, Microsoft Office, Windows, Problem Solving, Music, Composition, Music Performance, Data Analysis, Management, Music Education, Access, Computer Hardware, Editing, CRM, Hardware, Social Media
Education
Long Island University, Brooklyn Campus 2003 — 2007
High School
Saint Francis of Assisi School September 2009 - Present
WWDW October 2010 - June 2013
NYC HHC September 2009 - July 2010
Elsevier Science May 2000 - May 2009
CIBC World Markets August 1998 - March 2000
Banklink Inc January 1998 - July 1998
C3I Inc April 1997 - January 1998
Skills
Teaching, Data Entry, Customer Service, Troubleshooting, Microsoft Office, Windows, Problem Solving, Music, Composition, Music Performance, Data Analysis, Management, Music Education, Access, Computer Hardware, Editing, CRM, Hardware, Social Media
Education
Long Island University, Brooklyn Campus 2003 — 2007
High School
Sukhdeep Gill's CIBC World Markets Experience October 2011 - April 2014
Job Senior Treasury Analyst at FirstOntario Credit Union
Industry Banking
Experience
FirstOntario Credit Union April 2014 - Present
CIBC World Markets October 2011 - April 2014
Scotiabank February 2010 - April 2011
CIBC August 2006 - February 2009
CIBC February 2004 - August 2006
Skills
Financial Analysis, Derivatives, Financial Reporting, Equities, Analysis, Business Analysis, Financial Statements, Credit, P&L Analysis, Trend Analysis, Ad Hoc Reporting, Treasury, Financial Modeling, Fiserv, Liquidity Management, Interest Rate Risk..., Capital Markets, Accounting, Risk Management, Corporate Finance, Financial Services, Essbase, Hyperion
Education
Society Of Management Accountants Of Ontario 2008 — 2010
CMA, Accounting
Queen's University 2007 — 2008
MBA, Organizational Strategy / Finance
McMaster University 1999 — 2003
Bachelor Of Commerce (BCOMM), Finance
CMA Ontario
FirstOntario Credit Union April 2014 - Present
CIBC World Markets October 2011 - April 2014
Scotiabank February 2010 - April 2011
CIBC August 2006 - February 2009
CIBC February 2004 - August 2006
Skills
Financial Analysis, Derivatives, Financial Reporting, Equities, Analysis, Business Analysis, Financial Statements, Credit, P&L Analysis, Trend Analysis, Ad Hoc Reporting, Treasury, Financial Modeling, Fiserv, Liquidity Management, Interest Rate Risk..., Capital Markets, Accounting, Risk Management, Corporate Finance, Financial Services, Essbase, Hyperion
Education
Society Of Management Accountants Of Ontario 2008 — 2010
CMA, Accounting
Queen's University 2007 — 2008
MBA, Organizational Strategy / Finance
McMaster University 1999 — 2003
Bachelor Of Commerce (BCOMM), Finance
CMA Ontario
Dmitri Petrikovski's CIBC World Markets Experience May 2005 - August 2005
Job Associate Director at Kiewit
Industry Financial Services
Experience
Kiewit August 2014 - Present
Infrastructure Ontario June 2009 - August 2014
Lazard January 2006 - August 2008
CIBC World Markets May 2005 - August 2005
Skills
PPP and Project Finance, Mergers and Acquisitions, Valuation, Debt Capital Markets, Financial Modeling, Financial Statements..., Team Leadership, Stakeholder Management, Contract Negotiations, Due Diligence, Deal Structuring, Capital Markets, Financial Analysis, Budgets, Project Finance, Contract Negotiation, Mergers, Investment Banking, Financial Statement...
Education
Laurier School of Business & Economics 2009 — 2012
Masters of Business Administration (Roger Larsen Award)
McGill University 2001 — 2005
BCom, Finance (Great Distinction)
Canadian Securities Institute 2001 — 2003
Certificates with Honours
Kiewit August 2014 - Present
Infrastructure Ontario June 2009 - August 2014
Lazard January 2006 - August 2008
CIBC World Markets May 2005 - August 2005
Skills
PPP and Project Finance, Mergers and Acquisitions, Valuation, Debt Capital Markets, Financial Modeling, Financial Statements..., Team Leadership, Stakeholder Management, Contract Negotiations, Due Diligence, Deal Structuring, Capital Markets, Financial Analysis, Budgets, Project Finance, Contract Negotiation, Mergers, Investment Banking, Financial Statement...
Education
Laurier School of Business & Economics 2009 — 2012
Masters of Business Administration (Roger Larsen Award)
McGill University 2001 — 2005
BCom, Finance (Great Distinction)
Canadian Securities Institute 2001 — 2003
Certificates with Honours
Craig Brenner's CIBC World Markets Experience February 2005 - July 2006
Job Managing Director, Head of Institutional Sales at Desjardins Securities Inc.
Industry Financial Services
Experience
Desjardins Securities Inc. May 2012 - Present
Macquarie Capital Markets Canada Ltd. July 2011 - May 2012
Macquarie Capital Markets Canada Ltd. June 2010 - July 2011
Macquarie Capital Markets Canada Ltd. November 2007 - June 2010
Orion Securities Inc. July 2006 - November 2007
CIBC World Markets February 2005 - July 2006
American Technology Research October 2002 - February 2005
SoundView Technology Group November 2000 - October 2002
Gartner Group January 2000 - November 2000
Education
McMaster University 1998 — 2000
MBA, Finance
Wilfrid Laurier University 1990 — 1993
Bachelor of Arts
Desjardins Securities Inc. May 2012 - Present
Macquarie Capital Markets Canada Ltd. July 2011 - May 2012
Macquarie Capital Markets Canada Ltd. June 2010 - July 2011
Macquarie Capital Markets Canada Ltd. November 2007 - June 2010
Orion Securities Inc. July 2006 - November 2007
CIBC World Markets February 2005 - July 2006
American Technology Research October 2002 - February 2005
SoundView Technology Group November 2000 - October 2002
Gartner Group January 2000 - November 2000
Education
McMaster University 1998 — 2000
MBA, Finance
Wilfrid Laurier University 1990 — 1993
Bachelor of Arts
Eileen Finnegan's CIBC World Markets Experience 1995 - 1998
Job Director Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF April 2005 - April 2014
Morgan Stanley 2001 - 2004
Van Kampen Investments 1998 - 2001
CIBC World Markets 1995 - 1998
SmithBucklin 1994 - 1995
SmithBucklin 1990 - 1994
Education
Loyola University Chicago
BA
TIAA-CREF April 2014 - Present
TIAA-CREF April 2005 - April 2014
Morgan Stanley 2001 - 2004
Van Kampen Investments 1998 - 2001
CIBC World Markets 1995 - 1998
SmithBucklin 1994 - 1995
SmithBucklin 1990 - 1994
Education
Loyola University Chicago
BA
Chris Perks's CIBC World Markets Experience July 1996 - December 2009
Job Managing Director & Head, Energy, CIBC
Industry Financial Services
Experience
CIBC Wholesale Banking December 2009 - Present
CIBC World Markets July 1996 - December 2009
Skills
Capital Markets, Corporate Finance, Credit, Valuation, Mergers & Acquisitions, Financial Markets, Investment Banking, Equities, Derivatives
Education
The University of British Columbia 1994 — 1996
MBA, International Finance & Marketing
McGill University 1983 — 1987
B. Comm., Economics and Finance
CIBC Wholesale Banking December 2009 - Present
CIBC World Markets July 1996 - December 2009
Skills
Capital Markets, Corporate Finance, Credit, Valuation, Mergers & Acquisitions, Financial Markets, Investment Banking, Equities, Derivatives
Education
The University of British Columbia 1994 — 1996
MBA, International Finance & Marketing
McGill University 1983 — 1987
B. Comm., Economics and Finance
Dean Kurdyla's CIBC World Markets Experience 1994 - 2000
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
Paramax Capital Partners, LLC October 2003 - April 2011
CIBC World Markets 1994 - 2000
Skills
Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Due Diligence, Equities, Portfolio Management, Private Equity, Securities, Structured Products, Trading, Valuation, Bloomberg
Education
Lehigh University - College of Business and Economics 1987 — 1991
J.P. Morgan May 2011 - Present
Paramax Capital Partners, LLC October 2003 - April 2011
CIBC World Markets 1994 - 2000
Skills
Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Due Diligence, Equities, Portfolio Management, Private Equity, Securities, Structured Products, Trading, Valuation, Bloomberg
Education
Lehigh University - College of Business and Economics 1987 — 1991
Stacey Mouadeb's CIBC World Markets Experience August 1999 - March 2001
Job Vice President at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. June 2014 - Present
Mizuho Securities USA Inc. May 2011 - June 2014
Bank of America Merrill Lynch June 2009 - May 2011
Merrill Lynch September 2007 - March 2009
Merrill Lynch May 2006 - August 2006
Bombardier January 2003 - June 2005
Bombardier December 2001 - January 2003
CIBC World Markets August 1999 - March 2001
McKinsey & Company May 1998 - July 1998
Skills
Capital Markets, Credit, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Marketing
McGill University 1996 — 1999
Bachelor of Commerce, Finance, International Business
Mizuho Securities USA Inc. June 2014 - Present
Mizuho Securities USA Inc. May 2011 - June 2014
Bank of America Merrill Lynch June 2009 - May 2011
Merrill Lynch September 2007 - March 2009
Merrill Lynch May 2006 - August 2006
Bombardier January 2003 - June 2005
Bombardier December 2001 - January 2003
CIBC World Markets August 1999 - March 2001
McKinsey & Company May 1998 - July 1998
Skills
Capital Markets, Credit, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Marketing
McGill University 1996 — 1999
Bachelor of Commerce, Finance, International Business
Francois Sardi's CIBC World Markets Experience March 1999 - April 2007
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2007 - Present
CIBC World Markets March 1999 - April 2007
Education
McGill University 1994 — 1998
Bachelor of Arts (B.A.)
Credit Suisse May 2007 - Present
CIBC World Markets March 1999 - April 2007
Education
McGill University 1994 — 1998
Bachelor of Arts (B.A.)
Rob Unger's CIBC World Markets Experience 1999 - 2001
Job Trader at Pershing Square Capital Management
Industry Investment Management
Experience
Pershing Square Capital Management July 2009 - Present
SunTrust Bank 2007 - 2009
Black River Asset Management 2004 - 2006
Wachovia 2001 - 2004
CIBC World Markets 1999 - 2001
Skills
Hedge Funds, Equity Derivatives
Education
McGill University 1992 — 1998
Pershing Square Capital Management July 2009 - Present
SunTrust Bank 2007 - 2009
Black River Asset Management 2004 - 2006
Wachovia 2001 - 2004
CIBC World Markets 1999 - 2001
Skills
Hedge Funds, Equity Derivatives
Education
McGill University 1992 — 1998
David Podrebarac's CIBC World Markets Experience March 1995 - March 2009
Job Senior Director at CIBC
Industry Banking
Experience
CIBC June 2014 - Present
CIBC March 2009 - June 2014
CIBC World Markets March 1995 - March 2009
Wood Gundy Inc. April 1994 - March 1995
Skills
Market Data, Basel II, Derivatives, Business Analysis, Banking, Management, Fixed Income, FX Options, Credit Risk, Vendor Management, IT Management, Requirements Analysis, Trading Systems, Disaster Recovery, Liquidity Risk, Agile Methodologies, ITIL, Interest Rate..., Structured Products, Equity Derivatives, Portfolio Management, Software Development, SQL
Education
McMaster University
York University - Schulich School of Business
CIBC June 2014 - Present
CIBC March 2009 - June 2014
CIBC World Markets March 1995 - March 2009
Wood Gundy Inc. April 1994 - March 1995
Skills
Market Data, Basel II, Derivatives, Business Analysis, Banking, Management, Fixed Income, FX Options, Credit Risk, Vendor Management, IT Management, Requirements Analysis, Trading Systems, Disaster Recovery, Liquidity Risk, Agile Methodologies, ITIL, Interest Rate..., Structured Products, Equity Derivatives, Portfolio Management, Software Development, SQL
Education
McMaster University
York University - Schulich School of Business
Philip Toop's CIBC World Markets Experience April 2005 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
CIBC World Markets April 2005 - May 2010
CIBC World Markets February 1994 - April 2005
CIBC World Markets May 1992 - February 1994
CIBC Wood Gundy May 1988 - August 1990
Skills
Capital Markets, Management, Equities, Finance, Financial Analysis, Risk Management, Financial Services, Derivatives, Strategic Financial..., Business Analysis, Trading, Strategy, Analysis
Education
AIMR 1996 — 2000
CFA
McGill University 1990 — 1992
MBA, Finance
Trent University 1979 — 1984
B A, English Literature
CIBC World Markets April 2005 - May 2010
CIBC World Markets February 1994 - April 2005
CIBC World Markets May 1992 - February 1994
CIBC Wood Gundy May 1988 - August 1990
Skills
Capital Markets, Management, Equities, Finance, Financial Analysis, Risk Management, Financial Services, Derivatives, Strategic Financial..., Business Analysis, Trading, Strategy, Analysis
Education
AIMR 1996 — 2000
CFA
McGill University 1990 — 1992
MBA, Finance
Trent University 1979 — 1984
B A, English Literature
Rob Posthumus's CIBC World Markets Experience January 2014 - Present
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets January 2014 - Present
CIBC World Markets March 2011 - Present
Desjardins Securities August 2006 - February 2011
Accountability Research 2004 - 2005
Brendan Wood International May 2000 - December 2003
Education
McGill University 1995 — 2000
B.Sc., Physiology, Management
CIBC World Markets January 2014 - Present
CIBC World Markets March 2011 - Present
Desjardins Securities August 2006 - February 2011
Accountability Research 2004 - 2005
Brendan Wood International May 2000 - December 2003
Education
McGill University 1995 — 2000
B.Sc., Physiology, Management
Gregory L Davies's CIBC World Markets Experience 1990 - 1994
Job CFO at ITG Canada Corp.
Industry Financial Services
Experience
ITG Canada Corp. June 2000 - Present
Money Concepts September 1999 - May 2000
TD Securities 1994 - 1996
CIBC World Markets 1990 - 1994
CIBC World Markets 1990 - 1994
Education
McMaster University 1975 — 1979
B Comm, Accounting
ITG Canada Corp. June 2000 - Present
Money Concepts September 1999 - May 2000
TD Securities 1994 - 1996
CIBC World Markets 1990 - 1994
CIBC World Markets 1990 - 1994
Education
McMaster University 1975 — 1979
B Comm, Accounting
Robyn Zivic's CIBC World Markets Experience March 2011 - Present
Job Managing Director at CIBC World Markets Commodities
Industry Capital Markets
Experience
CIBC World Markets March 2011 - Present
Barclays Capital October 2008 - January 2011
Lehman Brothers September 2007 - October 2008
Education
McGill University
BSc
CIBC World Markets March 2011 - Present
Barclays Capital October 2008 - January 2011
Lehman Brothers September 2007 - October 2008
Education
McGill University
BSc
H. Sean Sandhu's CIBC World Markets Experience March 2005 - January 2008
Job Praetorian Capital Management, LLC
Industry Financial Services
Experience
Praetorian Capital Management, LLC October 2008 - Present
CIBC World Markets March 2005 - January 2008
Natexis Bleichroeder July 2004 - February 2005
Skills
Options, Equity Derivatives, Investment Banking, Volatility, Arbitrage, Equities, Financial Markets, Derivatives, Bloomberg, Hedge Funds, Quantitative Finance, Financial Modeling
Education
McGill University 2000 — 2003
Bachelor of Commerce, Finance
Marianopolis College 1998 — 2000
CEJEP Diploma, Pure & Applied Sciences
Praetorian Capital Management, LLC October 2008 - Present
CIBC World Markets March 2005 - January 2008
Natexis Bleichroeder July 2004 - February 2005
Skills
Options, Equity Derivatives, Investment Banking, Volatility, Arbitrage, Equities, Financial Markets, Derivatives, Bloomberg, Hedge Funds, Quantitative Finance, Financial Modeling
Education
McGill University 2000 — 2003
Bachelor of Commerce, Finance
Marianopolis College 1998 — 2000
CEJEP Diploma, Pure & Applied Sciences
Chi Fang, CFA's CIBC World Markets Experience May 2008 - August 2008
Job Corporate Development at ATCO
Industry Banking
Experience
ATCO Group November 2013 - Present
HSBC Bank Canada March 2013 - April 2013
HSBC Bank Canada December 2009 - February 2013
CIBC World Markets May 2008 - August 2008
State Street May 2007 - April 2008
Education
CFA Institute
McMaster University 2004 — 2009
Honours Bachelor of Commerce, Finance
ATCO Group November 2013 - Present
HSBC Bank Canada March 2013 - April 2013
HSBC Bank Canada December 2009 - February 2013
CIBC World Markets May 2008 - August 2008
State Street May 2007 - April 2008
Education
CFA Institute
McMaster University 2004 — 2009
Honours Bachelor of Commerce, Finance
Nick Tapp's CIBC World Markets Experience February 2012 - Present
Job Associate, Interest Rate Derivatives Trading at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets February 2012 - Present
CIBC World Markets May 2011 - August 2011
CIBC World Markets September 2010 - December 2010
CIBC World Markets January 2010 - April 2010
Toyota Motor Manufacturing Canada July 2008 - December 2009
Legg Mason January 2004 - May 2004
Cognos May 2002 - April 2003
Education
McMaster University 2009 — 2011
MBA
University of Waterloo 2000 — 2006
BA, Economics - Finance Specialization
CIBC World Markets February 2012 - Present
CIBC World Markets May 2011 - August 2011
CIBC World Markets September 2010 - December 2010
CIBC World Markets January 2010 - April 2010
Toyota Motor Manufacturing Canada July 2008 - December 2009
Legg Mason January 2004 - May 2004
Cognos May 2002 - April 2003
Education
McMaster University 2009 — 2011
MBA
University of Waterloo 2000 — 2006
BA, Economics - Finance Specialization
Marie-Christine Beaulieu, CFA's CIBC World Markets Experience August 2009 - December 2011
Job MBA 2017 Candidate at London Business School
Industry Investment Banking
Experience
PSP Investments August 2013 - June 2015
PSP Investments August 2012 - July 2013
CIBC World Markets August 2009 - December 2011
CIBC World Markets May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Excel, Strategic Planning, Business Strategy, Teamwork, Languages, Event Planning, Creative Problem Solving, Due Diligence, Corporate Finance, Valuation, Bloomberg, Microsoft Excel
Education
London Business School
MBA Candidate
McGill University 2006 — 2009
BCom, Finance, Economics
Champlain St. Lawrence 2004 — 2006
DEC (Mathematics)
PSP Investments August 2013 - June 2015
PSP Investments August 2012 - July 2013
CIBC World Markets August 2009 - December 2011
CIBC World Markets May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Excel, Strategic Planning, Business Strategy, Teamwork, Languages, Event Planning, Creative Problem Solving, Due Diligence, Corporate Finance, Valuation, Bloomberg, Microsoft Excel
Education
London Business School
MBA Candidate
McGill University 2006 — 2009
BCom, Finance, Economics
Champlain St. Lawrence 2004 — 2006
DEC (Mathematics)
Ahmad Jalal Syed's CIBC World Markets Experience March 2015 - Present
Job Associate, Global Mining & Forest Products at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets March 2015 - Present
CIBC World Markets May 2014 - September 2014
RBC September 2013 - December 2013
CIBC March 2009 - June 2012
Alta Vista Investment Club August 2005 - February 2009
Skills
Financial Analysis, Analysis, Financial Modeling, Fixed Income, Portfolio Management, Credit, Mutual Funds, Equities, Customer Service, Valuation, Sales, Banking, Finance, Economics, Investments, Strategic Planning, Strategy
Education
McMaster University 2012 — 2014
Master of Business Administration (M.B.A.)
Carleton University 2004 — 2008
Undergraduate, Commerce, minor Economics
CFA Institute
Passed Level II of CFA Curriculum
CIBC World Markets March 2015 - Present
CIBC World Markets May 2014 - September 2014
RBC September 2013 - December 2013
CIBC March 2009 - June 2012
Alta Vista Investment Club August 2005 - February 2009
Skills
Financial Analysis, Analysis, Financial Modeling, Fixed Income, Portfolio Management, Credit, Mutual Funds, Equities, Customer Service, Valuation, Sales, Banking, Finance, Economics, Investments, Strategic Planning, Strategy
Education
McMaster University 2012 — 2014
Master of Business Administration (M.B.A.)
Carleton University 2004 — 2008
Undergraduate, Commerce, minor Economics
CFA Institute
Passed Level II of CFA Curriculum
Jack Lui, CFA's CIBC World Markets Experience February 2006 - Present
Job Executive Director, M&A at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets February 2006 - Present
BMO Capital Markets 2005 - 2006
Education
London Business School 2008 — 2009
Masters in Finance, Finance
Simon Fraser University 2000 — 2004
Steveston Secondary School
CIBC World Markets February 2006 - Present
BMO Capital Markets 2005 - 2006
Education
London Business School 2008 — 2009
Masters in Finance, Finance
Simon Fraser University 2000 — 2004
Steveston Secondary School
Jennifer Ride's CIBC World Markets Experience 1998 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
CIBC World Markets 1998 - 2010
Education
McGill University 1984 — 1986
MBA
Western University 1981 — 1984
BSC, Mathematics and Statistics
CIBC World Markets 1998 - 2010
Education
McGill University 1984 — 1986
MBA
Western University 1981 — 1984
BSC, Mathematics and Statistics
Laura Liamero's CIBC World Markets Experience 2001 - 2007
Job Administrative Assistant at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial September 2012 - Present
RBC Capital Markets January 2012 - June 2012
Oppenheimer & Co. December 2001 - November 2011
CIBC World Markets 2001 - 2007
Golub Capital August 1995 - March 2000
Skills
Administrative..., Microsoft Excel, Outlook, Office Management, Spreadsheets, Microsoft Office, Microsoft Word, Banking, Event Management, Access, Finance, Sales, Accounting, Customer Service, Event Planning, Telephone Skills, Administration, Expense Reports, Accounts Receivable, Team Building, Invoicing, Accounts Payable, Public Speaking, Office Administration, Marketing, Adobe Acrobat, Time Management, Visio, Data Entry, Financial Analysis, Travel Arrangements, Administrative..., Executive..., PowerPoint
Education
Long Island University, Southampton Campus 1987 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Mesirow Financial September 2012 - Present
RBC Capital Markets January 2012 - June 2012
Oppenheimer & Co. December 2001 - November 2011
CIBC World Markets 2001 - 2007
Golub Capital August 1995 - March 2000
Skills
Administrative..., Microsoft Excel, Outlook, Office Management, Spreadsheets, Microsoft Office, Microsoft Word, Banking, Event Management, Access, Finance, Sales, Accounting, Customer Service, Event Planning, Telephone Skills, Administration, Expense Reports, Accounts Receivable, Team Building, Invoicing, Accounts Payable, Public Speaking, Office Administration, Marketing, Adobe Acrobat, Time Management, Visio, Data Entry, Financial Analysis, Travel Arrangements, Administrative..., Executive..., PowerPoint
Education
Long Island University, Southampton Campus 1987 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
E. Dennis McCluskey's CIBC World Markets Experience May 1999 - December 2000
Job Senior Advisor at Bridging Finance Inc.
Industry Financial Services
Experience
Bridging Finance Inc. April 2015 - Present
Integrated Asset Management - Integrated Private Debt March 2010 - January 2015
CIT Business Credit Canada 2000 - 2010
CIBC World Markets May 1999 - December 2000
CIBC July 1977 - December 2000
Skills
Asset Based Lending, Commercial Lending, Risk, Credit, Origination, Portfolio Management, Credit Risk, Commercial Banking, Loans, Cash Flow Lending, Risk Management, Credit Analysis, Loan Origination, Financial Risk, Investments, Private Equity, Financial Modeling, Syndications, Restructuring, Finance, Funding, Underwriting, Capital Markets, Mergers & Acquisitions, Corporate Finance
Education
McMaster University 1973 — 1977
B.Comm, Finance
Bridging Finance Inc. April 2015 - Present
Integrated Asset Management - Integrated Private Debt March 2010 - January 2015
CIT Business Credit Canada 2000 - 2010
CIBC World Markets May 1999 - December 2000
CIBC July 1977 - December 2000
Skills
Asset Based Lending, Commercial Lending, Risk, Credit, Origination, Portfolio Management, Credit Risk, Commercial Banking, Loans, Cash Flow Lending, Risk Management, Credit Analysis, Loan Origination, Financial Risk, Investments, Private Equity, Financial Modeling, Syndications, Restructuring, Finance, Funding, Underwriting, Capital Markets, Mergers & Acquisitions, Corporate Finance
Education
McMaster University 1973 — 1977
B.Comm, Finance
Trudy Nelson's CIBC World Markets Experience September 2010 - December 2012
Job Managing Director & Team Leader at CIBC
Industry Banking
Experience
CIBC December 2012 - Present
CIBC World Markets September 2010 - December 2012
Bank of Texas October 2008 - September 2010
Bank of Scotland (part of Lloyds Banking Group) May 2007 - October 2008
Whitney National Bank June 2003 - May 2007
Hibernia National Bank (part of Capitol One) January 1987 - December 2000
Skills
Portfolio Management, Risk Management, Finance, Underwriting, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Credit Analysis, Banking, Due Diligence, Investment Banking, Investments, Credit
Education
Tulane University - A.B. Freeman School of Business 1980 — 1983
BSM, Finance
Louisiana State University 1979 — 1980
n/a, Business Administration
CIBC December 2012 - Present
CIBC World Markets September 2010 - December 2012
Bank of Texas October 2008 - September 2010
Bank of Scotland (part of Lloyds Banking Group) May 2007 - October 2008
Whitney National Bank June 2003 - May 2007
Hibernia National Bank (part of Capitol One) January 1987 - December 2000
Skills
Portfolio Management, Risk Management, Finance, Underwriting, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Credit Analysis, Banking, Due Diligence, Investment Banking, Investments, Credit
Education
Tulane University - A.B. Freeman School of Business 1980 — 1983
BSM, Finance
Louisiana State University 1979 — 1980
n/a, Business Administration
Cameron Loree's CIBC World Markets Experience August 2015 - Present
Job
Industry Investment Banking
Experience
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - Present
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (MBA)
McGill University 2006 — 2010
Bachelor of Commerce, Finance & Accounting
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - Present
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (MBA)
McGill University 2006 — 2010
Bachelor of Commerce, Finance & Accounting
Deena Padamadan's CIBC World Markets Experience November 2002 - August 2007
Job
Industry Financial Services
Experience
Investec North America December 2013 - November 2014
Export Development Canada September 2009 - November 2013
CIBC World Markets November 2002 - August 2007
Skills
Structured Finance, Project Finance, Equities, Corporate Finance, Financial Modeling, Risk Management, Capital Markets
Education
McGill University 2007 — 2009
MBA, Finance, Strategy
CFA Institute
CFA Charter
Investec North America December 2013 - November 2014
Export Development Canada September 2009 - November 2013
CIBC World Markets November 2002 - August 2007
Skills
Structured Finance, Project Finance, Equities, Corporate Finance, Financial Modeling, Risk Management, Capital Markets
Education
McGill University 2007 — 2009
MBA, Finance, Strategy
CFA Institute
CFA Charter
Matt Bank's CIBC World Markets Experience 2011 - Present
Job Equity Research Associate at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets 2011 - Present
Education
University of Toronto 2009 — 2010
MA, Economics
McGill University 2006 — 2009
BA
CIBC World Markets 2011 - Present
Education
University of Toronto 2009 — 2010
MA, Economics
McGill University 2006 — 2009
BA
Salim Ben Mansour's CIBC World Markets Experience May 2009 - August 2009
Job Research Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2012 - Present
Haywood Securities October 2010 - March 2012
CIBC World Markets May 2009 - August 2009
TD Waterhouse January 2006 - August 2008
Skills
Financial Analysis, Investments, Real Estate, Financial Markets, Securities, Finance, Banking
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA, Finance
McGill University 2000 — 2003
B.Comm, Finance
College Stanislas 1997 — 2000
BMO Capital Markets March 2012 - Present
Haywood Securities October 2010 - March 2012
CIBC World Markets May 2009 - August 2009
TD Waterhouse January 2006 - August 2008
Skills
Financial Analysis, Investments, Real Estate, Financial Markets, Securities, Finance, Banking
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA, Finance
McGill University 2000 — 2003
B.Comm, Finance
College Stanislas 1997 — 2000
Francis Mason's CIBC World Markets Experience 2005 - 2008
Job Managing Director at Perisen Capital Management Ltd.
Industry Investment Management
Experience
Perisen Capital Management Ltd. 2010 - Present
Lisio-Mason 2008 - 2010
CIBC World Markets 2005 - 2008
J.P. Morgan 1999 - 2005
Scotia Capital 1993 - 1999
Skills
Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments, Business Strategy, Equities, Private Equity, Valuation
Education
Wharton School, University of Pennsylvania 1991 — 1993
MBA, Finance
McMaster University 1984 — 1988
Hons BComm
Perisen Capital Management Ltd. 2010 - Present
Lisio-Mason 2008 - 2010
CIBC World Markets 2005 - 2008
J.P. Morgan 1999 - 2005
Scotia Capital 1993 - 1999
Skills
Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments, Business Strategy, Equities, Private Equity, Valuation
Education
Wharton School, University of Pennsylvania 1991 — 1993
MBA, Finance
McMaster University 1984 — 1988
Hons BComm
Peter Huo's CIBC World Markets Experience May 2015 - August 2015
Job Fixed Income Strategist at Desautels Capital Management
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Desautels Capital Management August 2014 - Present
CIBC World Markets May 2015 - August 2015
Changjiang Securities May 2014 - August 2014
Makikita Quykuway July 2012 - August 2012
Education
McGill University 2013 — 2016
B.Com.
Canadian Securities Institute 2013 — 2014
Marianopolis College 2011 — 2013
Diploma of College Studies (DEC)
Bank of America Merrill Lynch September 2015 - Present
Desautels Capital Management August 2014 - Present
CIBC World Markets May 2015 - August 2015
Changjiang Securities May 2014 - August 2014
Makikita Quykuway July 2012 - August 2012
Education
McGill University 2013 — 2016
B.Com.
Canadian Securities Institute 2013 — 2014
Marianopolis College 2011 — 2013
Diploma of College Studies (DEC)
Lorraine Medvecky's CIBC World Markets Experience January 1997 - March 2003
Job Managing Director at Natixis Capital Markets
Industry Banking
Experience
Natixis Capital Markets March 2003 - Present
CIBC World Markets January 1997 - March 2003
Citicorp Securities June 1992 - January 1997
Mabon Nugent Securities June 1987 - August 1990
JP Morgan June 1982 - June 1987
Education
MIT Sloan School of Management 1990 — 1992
Master of Science (MS), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems and Math
Natixis Capital Markets March 2003 - Present
CIBC World Markets January 1997 - March 2003
Citicorp Securities June 1992 - January 1997
Mabon Nugent Securities June 1987 - August 1990
JP Morgan June 1982 - June 1987
Education
MIT Sloan School of Management 1990 — 1992
Master of Science (MS), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems and Math
Kenzie Shaw's CIBC World Markets Experience July 2002 - October 2005
Job Analyst at Global Credit Advisers
Industry Investment Management
Experience
Global Credit Advisers, LLC September 2013 - Present
Solus Alternative Asset Management June 2007 - April 2013
BNY Mellon November 2005 - June 2007
CIBC World Markets July 2002 - October 2005
Education
McGill University 1998 — 2002
BCOM
Global Credit Advisers, LLC September 2013 - Present
Solus Alternative Asset Management June 2007 - April 2013
BNY Mellon November 2005 - June 2007
CIBC World Markets July 2002 - October 2005
Education
McGill University 1998 — 2002
BCOM
Michael Armilio's CIBC World Markets Experience June 1997 - July 2000
Job
Industry Investment Management
Experience
Potenza Capital LP March 2012 - Present
Goldman Sachs July 2000 - August 2011
CIBC World Markets June 1997 - July 2000
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Asset Management, Bloomberg, Fixed Income, Valuation, Hedge Funds, Derivatives, Capital Markets
Education
McGill University 1992 — 1996
Bachelor of Commerce (B.Com.), Finance, General
Potenza Capital LP March 2012 - Present
Goldman Sachs July 2000 - August 2011
CIBC World Markets June 1997 - July 2000
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Asset Management, Bloomberg, Fixed Income, Valuation, Hedge Funds, Derivatives, Capital Markets
Education
McGill University 1992 — 1996
Bachelor of Commerce (B.Com.), Finance, General
Joe Zambito's CIBC World Markets Experience September 1994 - July 1995
Job Senior compliance Officer at CIBC
Industry Financial Services
Experience
CIBC September 2014 - Present
IIROC (Investment Industry Regulatory Organization of Canada) January 2010 - September 2014
CIBC Wealth Management March 2004 - January 2010
CIBC Wealth Management May 2000 - March 2004
CIBC Wealth Management October 1998 - May 2000
CIBC July 1995 - October 1998
CIBC World Markets September 1994 - July 1995
Skills
Fixed Income, Equities, Capital Markets, Compliance, Mutual Funds, Trade Compliance, Trading, Wealth Management
Education
McMaster University
Bachelor of Arts (BA), Economics
CIBC September 2014 - Present
IIROC (Investment Industry Regulatory Organization of Canada) January 2010 - September 2014
CIBC Wealth Management March 2004 - January 2010
CIBC Wealth Management May 2000 - March 2004
CIBC Wealth Management October 1998 - May 2000
CIBC July 1995 - October 1998
CIBC World Markets September 1994 - July 1995
Skills
Fixed Income, Equities, Capital Markets, Compliance, Mutual Funds, Trade Compliance, Trading, Wealth Management
Education
McMaster University
Bachelor of Arts (BA), Economics
Thomas Brickley's CIBC World Markets Experience March 1998 - November 2008
Job Managing Director at Bank of Montreal
Industry Capital Markets
Experience
Bank of Montreal April 2012 - Present
RBC May 2009 - February 2012
CIBC World Markets March 1998 - November 2008
NatWest Markets June 1995 - March 1998
Bankers Trust Company September 1993 - May 1995
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading, Risk Management, Credit Risk, Financial Modeling, Finance, Middle Office, Financial Markets
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance, General
Bank of Montreal April 2012 - Present
RBC May 2009 - February 2012
CIBC World Markets March 1998 - November 2008
NatWest Markets June 1995 - March 1998
Bankers Trust Company September 1993 - May 1995
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading, Risk Management, Credit Risk, Financial Modeling, Finance, Middle Office, Financial Markets
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS