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
Shawnt Kazandjian Shawnt Kazandjian's CIBC World Markets Experience September 2005 - May 2006
Job Senior Quality Assurance Analyst at Ontario Ministry of Transportation
Industry Government Administration
Experience
Ontario Ministry of Transportation October 2015 - Present
Ontario Ministry of Transportation/Serco June 2015 - October 2015
Royal Bank of Canada October 2013 - May 2015
HungryBuy.com February 2012 - August 2012
CCIM (Community Care Information Management) June 2010 - December 2011
eHealth Ontario February 2008 - December 2009
Royal Bank of Canada July 2006 - November 2007
CIBC World Markets September 2005 - May 2006
CIBC eChannels and Shared Services August 2003 - July 2005
AMD (Formerly ATI Technologies) July 2002 - August 2003
Skills
Test Planning, Databases, Software Quality..., Quality Assurance, SDLC, Quality Center, User Acceptance Testing, Test Management, Testing, Requirements Analysis, Agile Methodologies, Software Documentation, Business Analysis, Waterfall, Visio, System Testing, SQL, Regression Testing, HP Quality Center, JIRA, Process Improvement, Test Cases, Integration, Defect Tracking
Education
Information Technology Institute 2000 — 2000
AIT, Applied Information Technology
McMaster University 1996 — 2000
Bachelor of Arts, Sociology
Ontario Ministry of Transportation October 2015 - Present
Ontario Ministry of Transportation/Serco June 2015 - October 2015
Royal Bank of Canada October 2013 - May 2015
HungryBuy.com February 2012 - August 2012
CCIM (Community Care Information Management) June 2010 - December 2011
eHealth Ontario February 2008 - December 2009
Royal Bank of Canada July 2006 - November 2007
CIBC World Markets September 2005 - May 2006
CIBC eChannels and Shared Services August 2003 - July 2005
AMD (Formerly ATI Technologies) July 2002 - August 2003
Skills
Test Planning, Databases, Software Quality..., Quality Assurance, SDLC, Quality Center, User Acceptance Testing, Test Management, Testing, Requirements Analysis, Agile Methodologies, Software Documentation, Business Analysis, Waterfall, Visio, System Testing, SQL, Regression Testing, HP Quality Center, JIRA, Process Improvement, Test Cases, Integration, Defect Tracking
Education
Information Technology Institute 2000 — 2000
AIT, Applied Information Technology
McMaster University 1996 — 2000
Bachelor of Arts, Sociology
Willemijn Knispel Willemijn Knispel's CIBC World Markets Experience 2004 - Present
Job Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets 2004 - Present
Innovation Distribution Inc 2003 - 2004
Education
McMaster University
BA
CIBC World Markets 2004 - Present
Innovation Distribution Inc 2003 - 2004
Education
McMaster University
BA
Joel Gershkon Joel Gershkon's CIBC World Markets Experience October 1989 - February 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
Federal Reserve Bank of San Francisco January 2012 - July 2014
CIBC World Markets October 1989 - February 2010
The Sanwa Bank, Limited May 1987 - October 1989
Skills
Due Diligence, Loans, Credit, Financial Structuring, Commercial Real Estate, Credit Risk, Underwriting, Commercial Mortgages, Construction Loans, Negotiation, Syndications, Risk Management, Loan Origination, Debt Restructuring
Education
University of Chicago Booth School of Business 1985 — 1987
Master of Business Administration, Finance
New York Institute of Technology 1974 — 1980
Bachelor of Architecture, Architecture
Goldman Sachs August 2014 - Present
Federal Reserve Bank of San Francisco January 2012 - July 2014
CIBC World Markets October 1989 - February 2010
The Sanwa Bank, Limited May 1987 - October 1989
Skills
Due Diligence, Loans, Credit, Financial Structuring, Commercial Real Estate, Credit Risk, Underwriting, Commercial Mortgages, Construction Loans, Negotiation, Syndications, Risk Management, Loan Origination, Debt Restructuring
Education
University of Chicago Booth School of Business 1985 — 1987
Master of Business Administration, Finance
New York Institute of Technology 1974 — 1980
Bachelor of Architecture, Architecture
Jeff Bazoian Jeff Bazoian's CIBC World Markets Experience November 2001 - July 2004
Job Head of Debt Capital Markets Americas at Rabobank International, Global Financial Markets
Industry Investment Banking
Experience
Rabobank International, Global Financial Markets July 2004 - Present
CIBC World Markets November 2001 - July 2004
CIBC March 1996 - October 2001
Skills
Capital Markets, Financial Modeling, Investment Banking, Equities, Financial Analysis, Corporate Finance, Valuation, Fixed Income, Derivatives, Investments, Portfolio Management, Banking, Bloomberg, Private Equity, Risk Management, Mergers & Acquisitions, Asset Management, Due Diligence, Financial Markets, Hedge Funds
Education
McMaster University 1986 — 1992
Bachelor of Commerce (B.Com.), Accounting and Finance
Rabobank International, Global Financial Markets July 2004 - Present
CIBC World Markets November 2001 - July 2004
CIBC March 1996 - October 2001
Skills
Capital Markets, Financial Modeling, Investment Banking, Equities, Financial Analysis, Corporate Finance, Valuation, Fixed Income, Derivatives, Investments, Portfolio Management, Banking, Bloomberg, Private Equity, Risk Management, Mergers & Acquisitions, Asset Management, Due Diligence, Financial Markets, Hedge Funds
Education
McMaster University 1986 — 1992
Bachelor of Commerce (B.Com.), Accounting and Finance
Jonathan Greenhouse Jonathan Greenhouse's CIBC World Markets Experience January 2005 - April 2008
Job
Industry Real Estate
Experience
Guggenheim Partners May 2012 - Present
Appraisers & Planners Inc May 2009 - May 2012
CIBC World Markets January 2005 - April 2008
CIBC World Markets January 2003 - December 2004
CIBC World Markets January 2000 - December 2002
Ackman-Ziff September 1998 - December 1999
Skills
Real Estate, Loans, Underwriting, Real Estate Economics, Investment Properties, Loan Origination, Credit, Due Diligence, Financial Structuring, Asset Management, Real Estate Financing, Real Estate Transactions, Negotiation, Financial Modeling, Risk Management, Structured Finance, Investments, Commercial Real Estate, Portfolio Management, Capital Markets, Brokerage, Valuation
Education
New York University 1998 — 1999
MS, Real Estate Finance
Syracuse University 1986 — 1990
BS, Consumer Studies
Guggenheim Partners May 2012 - Present
Appraisers & Planners Inc May 2009 - May 2012
CIBC World Markets January 2005 - April 2008
CIBC World Markets January 2003 - December 2004
CIBC World Markets January 2000 - December 2002
Ackman-Ziff September 1998 - December 1999
Skills
Real Estate, Loans, Underwriting, Real Estate Economics, Investment Properties, Loan Origination, Credit, Due Diligence, Financial Structuring, Asset Management, Real Estate Financing, Real Estate Transactions, Negotiation, Financial Modeling, Risk Management, Structured Finance, Investments, Commercial Real Estate, Portfolio Management, Capital Markets, Brokerage, Valuation
Education
New York University 1998 — 1999
MS, Real Estate Finance
Syracuse University 1986 — 1990
BS, Consumer Studies
Terence Fong Terence Fong's CIBC World Markets Experience August 2014 - Present
Job Associate, Investment Banking, Global Mining Group at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets August 2014 - Present
CIBC World Markets May 2013 - August 2013
World Vision Haiti July 2012 - August 2012
WorleyParsons May 2011 - August 2011
WorleyParsons June 2007 - April 2011
Dana Thermal Products September 2005 - August 2006
Skills
Leadership, Business Development, Business Strategy, Financial Modeling, Strategy, Project Management, Nonprofits, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Analysis, Cross-functional Team..., Non-profits, Negotiation, Data Analysis, Team Leadership, Legal Research, Written & Oral..., Communication Skills, Management Consulting, Entrepreneurship
Education
University of Toronto - Rotman School of Management 2010 — 2014
JD, MBA
University of Waterloo 2002 — 2007
Honours Bachelors of Applied Science, Mechanical Engineering - Co-op Program
National University of Singapore 2006 — 2006
Engineering Exchange Student, Mechanical Engineering
CIBC World Markets August 2014 - Present
CIBC World Markets May 2013 - August 2013
World Vision Haiti July 2012 - August 2012
WorleyParsons May 2011 - August 2011
WorleyParsons June 2007 - April 2011
Dana Thermal Products September 2005 - August 2006
Skills
Leadership, Business Development, Business Strategy, Financial Modeling, Strategy, Project Management, Nonprofits, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Analysis, Cross-functional Team..., Non-profits, Negotiation, Data Analysis, Team Leadership, Legal Research, Written & Oral..., Communication Skills, Management Consulting, Entrepreneurship
Education
University of Toronto - Rotman School of Management 2010 — 2014
JD, MBA
University of Waterloo 2002 — 2007
Honours Bachelors of Applied Science, Mechanical Engineering - Co-op Program
National University of Singapore 2006 — 2006
Engineering Exchange Student, Mechanical Engineering
Peter Markey Peter Markey's CIBC World Markets Experience January 2014 - Present
Job Director in Technology Operations, Market Data & Trading Technology at CIBC World Markets
Industry Information Technology and Services
Experience
CIBC World Markets January 2014 - Present
A1A Consulting, Inc. May 2000 - December 2013
Rich, Inc. May 1985 - May 2000
Reuters America Inc. 1985 - 2000
Burroughs, Inc. August 1978 - August 1985
Skills
RMDS, Consultancy, Market Data, Trading Systems, Low Latency, Exchange Connectivity, Electronic Trading, Equities, Financial Markets, Fixed Income, Reference Data, Trading, Derivatives, Options, TIBCO Rendezvous, Sybase, Investment Banking, Vendor Management, Business Continuity, Data Center, Bloomberg, Structured Products, Disaster Recovery, Solaris, Infrastructure, Unix, Equity Derivatives, FX Options, Capital Markets, Technical Analysis, Credit Derivatives, FX trading, Equity Trading, VBA, Bonds, Commodity, Hedge Funds, Foreign Exchange, Swaps, Market Risk, Interest Rate..., Risk Management, Trading Strategies, Financial Services, IT Strategy, IT Operations, Securities, TIBCO, System Deployment, Incident Management
Education
New York University 1999 — 2000
--, Unix System Admin Certificate Course
Queensborough Community College 1975 — 1978
Associate of Arts and Sciences (AAS), Electrical, Electronics and Communications Engineering, 3.12
Power Memorial Academy 1971 — 1975
Regents High School Diploma, General Studies
CIBC World Markets January 2014 - Present
A1A Consulting, Inc. May 2000 - December 2013
Rich, Inc. May 1985 - May 2000
Reuters America Inc. 1985 - 2000
Burroughs, Inc. August 1978 - August 1985
Skills
RMDS, Consultancy, Market Data, Trading Systems, Low Latency, Exchange Connectivity, Electronic Trading, Equities, Financial Markets, Fixed Income, Reference Data, Trading, Derivatives, Options, TIBCO Rendezvous, Sybase, Investment Banking, Vendor Management, Business Continuity, Data Center, Bloomberg, Structured Products, Disaster Recovery, Solaris, Infrastructure, Unix, Equity Derivatives, FX Options, Capital Markets, Technical Analysis, Credit Derivatives, FX trading, Equity Trading, VBA, Bonds, Commodity, Hedge Funds, Foreign Exchange, Swaps, Market Risk, Interest Rate..., Risk Management, Trading Strategies, Financial Services, IT Strategy, IT Operations, Securities, TIBCO, System Deployment, Incident Management
Education
New York University 1999 — 2000
--, Unix System Admin Certificate Course
Queensborough Community College 1975 — 1978
Associate of Arts and Sciences (AAS), Electrical, Electronics and Communications Engineering, 3.12
Power Memorial Academy 1971 — 1975
Regents High School Diploma, General Studies
Jadean Norman Jadean Norman's CIBC World Markets Experience June 2015 - Present
Job Risk Management Intern at CIBC World Markets
Industry Accounting
Experience
CIBC World Markets June 2015 - Present
NUS Consulting Group January 2015 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
PSGive January 2014 - May 2014
Havabar Ice Cream & Dry Ice June 2009 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Active listening, Applying new skills, QuickBooks, Time Management, Outlook, Accounting, Fundraising, Access, Data Entry, Creativity, Marketing Communications, Marketing Strategy
Education
Mercy College 2013 — 2017
CIBC World Markets June 2015 - Present
NUS Consulting Group January 2015 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
PSGive January 2014 - May 2014
Havabar Ice Cream & Dry Ice June 2009 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Active listening, Applying new skills, QuickBooks, Time Management, Outlook, Accounting, Fundraising, Access, Data Entry, Creativity, Marketing Communications, Marketing Strategy
Education
Mercy College 2013 — 2017
Sreenithi Govindan Srinivasan Sreenithi Govindan Srinivasan's CIBC World Markets Experience January 2015 - Present
Job Senior IT Project Manager at CIBC World Markets
Industry Banking
Experience
CIBC World Markets January 2015 - Present
CIBC Wholesale Banking January 2014 - December 2014
CIBC Wholesale Banking August 2009 - December 2013
Thomson Reuters October 2006 - October 2008
Microsoft Corporation, Singapore September 2005 - October 2006
Hewlett-Packard, Singapore March 2005 - September 2005
United PREMAS Limited, Singapore July 2003 - March 2005
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Integration, Microsoft SQL Server, Oracle, Software Development, Web Services, Java, Software Project..., PL/SQL, Java Enterprise Edition, ASP.NET, Capital Markets, Market Data, SQL, C#, VB.NET, XML, Solace Systems, Hummingbird DM, Crystal Reports, Cognos, Windows software..., Team Foundation Server, Microsoft Expression, VBA, Macro, IBM Message Queue, Fix Protocol, Excle Addin, Smart GWT, FIX, Tortoise SVN, Unix Shell Scripting, Solution Architecture, Enterprise Architecture, UML, Weblogic, Websphere, Unix, Business Intelligence, Spring
Education
Monash University 2003 — 2006
Bachelors in IT, Business & System Development, A
Temasek Polytechnic 2000 — 2003
Diploma in Information Technology, Business
CIBC World Markets January 2015 - Present
CIBC Wholesale Banking January 2014 - December 2014
CIBC Wholesale Banking August 2009 - December 2013
Thomson Reuters October 2006 - October 2008
Microsoft Corporation, Singapore September 2005 - October 2006
Hewlett-Packard, Singapore March 2005 - September 2005
United PREMAS Limited, Singapore July 2003 - March 2005
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Integration, Microsoft SQL Server, Oracle, Software Development, Web Services, Java, Software Project..., PL/SQL, Java Enterprise Edition, ASP.NET, Capital Markets, Market Data, SQL, C#, VB.NET, XML, Solace Systems, Hummingbird DM, Crystal Reports, Cognos, Windows software..., Team Foundation Server, Microsoft Expression, VBA, Macro, IBM Message Queue, Fix Protocol, Excle Addin, Smart GWT, FIX, Tortoise SVN, Unix Shell Scripting, Solution Architecture, Enterprise Architecture, UML, Weblogic, Websphere, Unix, Business Intelligence, Spring
Education
Monash University 2003 — 2006
Bachelors in IT, Business & System Development, A
Temasek Polytechnic 2000 — 2003
Diploma in Information Technology, Business
Robert Sedran Robert Sedran's CIBC World Markets Experience March 2010 - Present
Job Managing Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets March 2010 - Present
National Bank Financial August 2002 - February 2010
Skills
Equity Research, Capital Markets, Derivatives, Fixed Income, Valuation, Investment Banking, Bloomberg, Equities, Hedge Funds, Financial Modeling
Education
Schulich School of Business 1995 — 1997
MBA
McMaster University 1991 — 1994
BSc, Mathematics
CIBC World Markets March 2010 - Present
National Bank Financial August 2002 - February 2010
Skills
Equity Research, Capital Markets, Derivatives, Fixed Income, Valuation, Investment Banking, Bloomberg, Equities, Hedge Funds, Financial Modeling
Education
Schulich School of Business 1995 — 1997
MBA
McMaster University 1991 — 1994
BSc, Mathematics
Andrew R. Hinds's CIBC World Markets Experience 2007 - 2008
Job MSc Corporate Communications, Northwestern University & LSE
Industry Information Technology and Services
Experience
Northwestern University 2013 - 2014
Thomson Reuters 2011 - 2014
Xerox Corporation March 2008 - December 2011
CIBC World Markets 2007 - 2008
University of New Hampshire 2005 - 2007
Massachusetts Institute of Technology 2006 - 2006
Bain & Company 2006 - 2006
Omni Hotels & Resorts 1999 - 2005
Skills
Account Management, Business Development, Sales Process, Strategy, New Business Development, Sales Operations, Sales Management, Corporate Communications, Communications Planning, Public Speaking, Marketing Strategy, Strategic Communications, B2B, CRM, Salesforce.com, Leadership, Content Development, Strategic Partnerships, Solution Selling, Management, Strategic Planning, Client Relationship..., Sales Presentations, Competitive Intelligence, Professional Networking, Marketing Communications, Innovation Development, Customer Satisfaction, Market Research
Education
Northwestern University 2013 — 2014
Master of Science (MSc) in Communication
The London School of Economics and Political Science (LSE) 2014 — 2014
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (BSc)
Northwestern University 2013 - 2014
Thomson Reuters 2011 - 2014
Xerox Corporation March 2008 - December 2011
CIBC World Markets 2007 - 2008
University of New Hampshire 2005 - 2007
Massachusetts Institute of Technology 2006 - 2006
Bain & Company 2006 - 2006
Omni Hotels & Resorts 1999 - 2005
Skills
Account Management, Business Development, Sales Process, Strategy, New Business Development, Sales Operations, Sales Management, Corporate Communications, Communications Planning, Public Speaking, Marketing Strategy, Strategic Communications, B2B, CRM, Salesforce.com, Leadership, Content Development, Strategic Partnerships, Solution Selling, Management, Strategic Planning, Client Relationship..., Sales Presentations, Competitive Intelligence, Professional Networking, Marketing Communications, Innovation Development, Customer Satisfaction, Market Research
Education
Northwestern University 2013 — 2014
Master of Science (MSc) in Communication
The London School of Economics and Political Science (LSE) 2014 — 2014
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (BSc)
Elliot (Azriel) Ganz Elliot (Azriel) Ganz's CIBC World Markets Experience 1996 - 2005
Job General Counsel at The Loan Syndications and Trading Association
Industry Financial Services
Experience
The Loan Syndications and Trading Association May 2005 - Present
CIBC World Markets 1996 - 2005
ING Barings 1991 - 1996
Citibank 1986 - 1991
Chase Manhattan Bank 1983 - 1986
Lord Day & Lord 1980 - 1983
Education
New York University School of Law 1977 — 1980
JD, Law
Queens College 1973 — 1977
Bachelor's degree, Economics, History
The Hebrew University 1974 — 1975
The Loan Syndications and Trading Association May 2005 - Present
CIBC World Markets 1996 - 2005
ING Barings 1991 - 1996
Citibank 1986 - 1991
Chase Manhattan Bank 1983 - 1986
Lord Day & Lord 1980 - 1983
Education
New York University School of Law 1977 — 1980
JD, Law
Queens College 1973 — 1977
Bachelor's degree, Economics, History
The Hebrew University 1974 — 1975
Vinny Spencer Vinny Spencer's CIBC World Markets Experience 2000 - 2005
Job Director at Siemens Financial Services
Industry Banking
Experience
Siemens Financial Services April 2008 - Present
Deutsche Bank March 2007 - April 2008
Credit Agricole CIB January 2005 - March 2007
CIBC World Markets 2000 - 2005
ING 1997 - 2000
US Bank (fka Mercantile Bank of St. Louis) 1995 - 1997
Skills
Corporate Finance, Financial Modeling, Valuation, Capital Markets, Investment Banking, Portfolio Management, Due Diligence, Investments, Financial Analysis, Mergers, Leveraged Finance, Finance, Financial Structuring, Mergers, Restructuring, Private Equity
Education
Morehouse College 1991 — 1995
Bachelors, Finance
Siemens Financial Services April 2008 - Present
Deutsche Bank March 2007 - April 2008
Credit Agricole CIB January 2005 - March 2007
CIBC World Markets 2000 - 2005
ING 1997 - 2000
US Bank (fka Mercantile Bank of St. Louis) 1995 - 1997
Skills
Corporate Finance, Financial Modeling, Valuation, Capital Markets, Investment Banking, Portfolio Management, Due Diligence, Investments, Financial Analysis, Mergers, Leveraged Finance, Finance, Financial Structuring, Mergers, Restructuring, Private Equity
Education
Morehouse College 1991 — 1995
Bachelors, Finance
Asli Isinak Gozoren's CIBC World Markets Experience May 2001 - February 2004
Job Global Director Special Projects & New Initiatives at Keiretsu Forum San Francisco
Industry Fund-Raising
Experience
Keiretsu Forum August 2015 - Present
Keiretsu Forum Istanbul May 2012 - Present
Arkan Ergin JPA International June 2008 - April 2012
Grant Thornton 2005 - 2008
CIBC World Markets May 2001 - February 2004
CIBC Mellon December 1997 - May 2001
Fidelity Investments April 1997 - December 1997
Skills
M&A experience, Business Valuation, M&A due diligence, Strategic Sourcing, Due Diligence, Strategic Consulting, Fairness Opinions, Valuation, Financial Services, Mutual Funds
Education
Northeastern University 1992 — 1996
BA, International Business & Management
Ashbury College 1989 — 1992
OAC
Keiretsu Forum August 2015 - Present
Keiretsu Forum Istanbul May 2012 - Present
Arkan Ergin JPA International June 2008 - April 2012
Grant Thornton 2005 - 2008
CIBC World Markets May 2001 - February 2004
CIBC Mellon December 1997 - May 2001
Fidelity Investments April 1997 - December 1997
Skills
M&A experience, Business Valuation, M&A due diligence, Strategic Sourcing, Due Diligence, Strategic Consulting, Fairness Opinions, Valuation, Financial Services, Mutual Funds
Education
Northeastern University 1992 — 1996
BA, International Business & Management
Ashbury College 1989 — 1992
OAC
Reed Munsie Reed Munsie's CIBC World Markets Experience January 2012 - Present
Job Associate, Investment Banking, Global Energy at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets January 2012 - Present
Skills
Equity Research, Investment Banking, Equities, Valuation, Mutual Funds, Capital Markets, Bloomberg, Financial Modeling, Corporate Finance, Derivatives, Fixed Income, DCF, Portfolio Management, Options, Business Valuation, Investments, Investment Strategies, Bloomberg Terminal, Financial Analysis
Education
DeGroote School of Business, McMaster University 2009 — 2011
Master of Business Administration, Finance
McMaster University 2004 — 2009
Bachelor of Engineering, Engineering
CIBC World Markets January 2012 - Present
Skills
Equity Research, Investment Banking, Equities, Valuation, Mutual Funds, Capital Markets, Bloomberg, Financial Modeling, Corporate Finance, Derivatives, Fixed Income, DCF, Portfolio Management, Options, Business Valuation, Investments, Investment Strategies, Bloomberg Terminal, Financial Analysis
Education
DeGroote School of Business, McMaster University 2009 — 2011
Master of Business Administration, Finance
McMaster University 2004 — 2009
Bachelor of Engineering, Engineering
Jeff McLay Jeff McLay's CIBC World Markets Experience August 2012 - October 2013
Job Associate at Onex
Industry Investment Banking
Experience
Onex August 2015 - Present
Moelis & Company October 2013 - Present
CIBC World Markets August 2012 - October 2013
McMaster University September 2011 - May 2012
Birch Hill Equity Partners May 2011 - September 2011
McMaster University January 2011 - April 2011
Canada's Next Top Ad Exec May 2010 - April 2011
PepsiCo Canada May 2010 - September 2010
McMaster University September 2009 - December 2009
Aseco Integrated Systems May 2009 - September 2009
Education
McMaster University 2005 — 2011
Bachelor of Engineering (BEng), Mechatronics Engineering and Management
Euromed Ecole de Management 2010 — 2010
Exchange, Business
Onex August 2015 - Present
Moelis & Company October 2013 - Present
CIBC World Markets August 2012 - October 2013
McMaster University September 2011 - May 2012
Birch Hill Equity Partners May 2011 - September 2011
McMaster University January 2011 - April 2011
Canada's Next Top Ad Exec May 2010 - April 2011
PepsiCo Canada May 2010 - September 2010
McMaster University September 2009 - December 2009
Aseco Integrated Systems May 2009 - September 2009
Education
McMaster University 2005 — 2011
Bachelor of Engineering (BEng), Mechatronics Engineering and Management
Euromed Ecole de Management 2010 — 2010
Exchange, Business
Nathan Tippe Nathan Tippe's CIBC World Markets Experience August 2012 - April 2014
Job Investment Banking Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs April 2014 - June 2015
CIBC World Markets August 2012 - April 2014
CIBC World Markets May 2011 - August 2011
PrinterWorks May 2010 - April 2011
Education
National University of Singapore 2012 — 2012
Undergraduate Exchange, Business
The University of British Columbia 2008 — 2012
Finance, Commerce
Goldman Sachs July 2015 - Present
Goldman Sachs April 2014 - June 2015
CIBC World Markets August 2012 - April 2014
CIBC World Markets May 2011 - August 2011
PrinterWorks May 2010 - April 2011
Education
National University of Singapore 2012 — 2012
Undergraduate Exchange, Business
The University of British Columbia 2008 — 2012
Finance, Commerce
Jonathan O'Keefe Jonathan O'Keefe's CIBC World Markets Experience 2006 - 2008
Job Head of Institutional Products, Morningstar
Industry Financial Services
Experience
Morningstar January 2010 - Present
Morningstar August 2008 - February 2010
CIBC World Markets 2006 - 2008
CIBC World Markets 2000 - 2006
The Canadian Depository for Securities Limited (CDS) 1996 - 2000
The Canadian Depository for Securities Limited (CDS) 1996 - 2000
Education
Memorial University of Newfoundland 1991 — 1996
BA, Economics, Business
Morningstar January 2010 - Present
Morningstar August 2008 - February 2010
CIBC World Markets 2006 - 2008
CIBC World Markets 2000 - 2006
The Canadian Depository for Securities Limited (CDS) 1996 - 2000
The Canadian Depository for Securities Limited (CDS) 1996 - 2000
Education
Memorial University of Newfoundland 1991 — 1996
BA, Economics, Business
Dorothy Lakner's CIBC World Markets Experience November 1997 - October 2007
Job Managing Director at Topeka Capital Markets, Inc
Industry Capital Markets
Experience
Caris & Company March 2009 - December 2012
CIBC World Markets November 1997 - October 2007
Oppenheimer & Co. March 1991 - November 1997
Deutsche Bank Capital Corp. February 1988 - March 1991
E.F. Hutton & Co. January 1987 - November 1987
L.F.Rothschild Unterberg Towbin June 1984 - December 1986
Skills
Equity Research, Retail, Equities, Corporate Finance, Valuation, Financial Modeling, Investments, Series 7, Equity Valuation, Alternative Investments, Capital Markets, Securities, Chartered Financial..., Investment Management, Due Diligence, Institutional..., Mergers & Acquisitions, M&A experience, Series 63, Mutual Funds
Education
The University of Chicago
Ph.D.
Middlebury College
M.A.
Mount Holyoke College 1969 — 1973
A.B.
Sweet briar Junior Year in France
Caris & Company March 2009 - December 2012
CIBC World Markets November 1997 - October 2007
Oppenheimer & Co. March 1991 - November 1997
Deutsche Bank Capital Corp. February 1988 - March 1991
E.F. Hutton & Co. January 1987 - November 1987
L.F.Rothschild Unterberg Towbin June 1984 - December 1986
Skills
Equity Research, Retail, Equities, Corporate Finance, Valuation, Financial Modeling, Investments, Series 7, Equity Valuation, Alternative Investments, Capital Markets, Securities, Chartered Financial..., Investment Management, Due Diligence, Institutional..., Mergers & Acquisitions, M&A experience, Series 63, Mutual Funds
Education
The University of Chicago
Ph.D.
Middlebury College
M.A.
Mount Holyoke College 1969 — 1973
A.B.
Sweet briar Junior Year in France
Timothy Hogue Timothy Hogue's CIBC World Markets Experience August 2000 - December 2002
Job Director, Head of Executive Recruitment Global Technology & Operations MetLife
Industry Financial Services
Experience
MUFG Americas August 2014 - December 2014
Teach For America June 2013 - July 2014
TIAA-CREF June 2010 - December 2012
Teach For America May 2009 - June 2010
Western Asset Management 2003 - May 2009
CIBC World Markets August 2000 - December 2002
A.T. Kearney November 1997 - October 1999
McKinsey & Co., Inc. April 1988 - March 1997
Up With People 1983 - 1984
Skills
Talent Acquisition, Talent Management, Human Capital Management, Human Resources, Recruiting, Technical Recruiting, Campus Recruiting, Executive Recruiting, Applicant Tracking..., Leadership, Organizational..., Executive Search, Personnel Management, Organizational Design, Deferred Compensation, Organizational..., Employee Relations, Strategy, Interviews, Management, Management Consulting, SDLC, Team Building, College Recruiting, Onboarding, Sourcing, Internet Recruiting, Executive Management, Succession Planning, Workforce Planning
Education
New York Institute of Technology-Old Westbury 1995 — 1996
MS, Human Resource Mgmt. & Labor Relations
Rollins College 1985 — 1987
BA, Communications
MUFG Americas August 2014 - December 2014
Teach For America June 2013 - July 2014
TIAA-CREF June 2010 - December 2012
Teach For America May 2009 - June 2010
Western Asset Management 2003 - May 2009
CIBC World Markets August 2000 - December 2002
A.T. Kearney November 1997 - October 1999
McKinsey & Co., Inc. April 1988 - March 1997
Up With People 1983 - 1984
Skills
Talent Acquisition, Talent Management, Human Capital Management, Human Resources, Recruiting, Technical Recruiting, Campus Recruiting, Executive Recruiting, Applicant Tracking..., Leadership, Organizational..., Executive Search, Personnel Management, Organizational Design, Deferred Compensation, Organizational..., Employee Relations, Strategy, Interviews, Management, Management Consulting, SDLC, Team Building, College Recruiting, Onboarding, Sourcing, Internet Recruiting, Executive Management, Succession Planning, Workforce Planning
Education
New York Institute of Technology-Old Westbury 1995 — 1996
MS, Human Resource Mgmt. & Labor Relations
Rollins College 1985 — 1987
BA, Communications
Craig Reaney Craig Reaney's CIBC World Markets Experience February 2015 - Present
Job Associate Global Infrastructure Finance at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets February 2015 - Present
CIBC World Markets 2013 - January 2015
University of Cambridge, Judge Business School 2011 - 2012
CIBC World Markets 2009 - 2011
CIBC 2007 - 2009
CIBC 2005 - 2007
Skills
Credit Risk, Structured Finance, Capital Markets, Financial Modeling, Corporate Finance, DCF Valuation, Credit, Investments, Banking, Analysis, Project Finance, Finance, Risk Management
Education
University of Cambridge 2011 — 2012
MBA (with Distinction), Finance, Director's List
Rouen Business School 2004 — 2004
HBBA, International Business
Wilfrid Laurier University 2000 — 2004
Honours Bachelor of Business Administration, Business/Economics
CIBC World Markets February 2015 - Present
CIBC World Markets 2013 - January 2015
University of Cambridge, Judge Business School 2011 - 2012
CIBC World Markets 2009 - 2011
CIBC 2007 - 2009
CIBC 2005 - 2007
Skills
Credit Risk, Structured Finance, Capital Markets, Financial Modeling, Corporate Finance, DCF Valuation, Credit, Investments, Banking, Analysis, Project Finance, Finance, Risk Management
Education
University of Cambridge 2011 — 2012
MBA (with Distinction), Finance, Director's List
Rouen Business School 2004 — 2004
HBBA, International Business
Wilfrid Laurier University 2000 — 2004
Honours Bachelor of Business Administration, Business/Economics
Jacen Brathwaite Jacen Brathwaite's CIBC World Markets Experience August 2000 - October 2004
Job Director, Business Analysis at CIBC Wholesale Bank
Industry Information Technology and Services
Experience
CIBC Wholesale Bank January 2015 - Present
CIBC Wholesale Bank October 2013 - December 2014
CIBC Wholesale Bank October 2008 - October 2013
CIBC World Markets (Technology) October 2004 - October 2008
CIBC World Markets August 2000 - October 2004
CIBC World Markets June 1999 - June 2000
Skills
Trading Systems, Electronic Trading, Capital Markets, Fixed Income, Market Data, Investment Banking, Business Analysis, Trading, Strategy, Derivatives, Securities, Bonds, Business Requirements, Credit Derivatives, Market Risk, Financial Services, FX trading, SDLC, Equities, Bloomberg, Sell Side, Swaps, FX Options, Debt, Management, Requirements Gathering, Requirements Analysis, Vendor Management
Education
McMaster University 2004 — 2007
Associate, Business Analysis
Canadian Securities Institute 2000 — 2001
CSC
York University 1994 — 1999
English, Honours
CIBC Wholesale Bank January 2015 - Present
CIBC Wholesale Bank October 2013 - December 2014
CIBC Wholesale Bank October 2008 - October 2013
CIBC World Markets (Technology) October 2004 - October 2008
CIBC World Markets August 2000 - October 2004
CIBC World Markets June 1999 - June 2000
Skills
Trading Systems, Electronic Trading, Capital Markets, Fixed Income, Market Data, Investment Banking, Business Analysis, Trading, Strategy, Derivatives, Securities, Bonds, Business Requirements, Credit Derivatives, Market Risk, Financial Services, FX trading, SDLC, Equities, Bloomberg, Sell Side, Swaps, FX Options, Debt, Management, Requirements Gathering, Requirements Analysis, Vendor Management
Education
McMaster University 2004 — 2007
Associate, Business Analysis
Canadian Securities Institute 2000 — 2001
CSC
York University 1994 — 1999
English, Honours
Blair Van Zant Blair Van Zant's CIBC World Markets Experience 1996 - 2000
Job Director, Wholesale Credit Risk Audit & Regional Head of Risk Audit Americas
Industry Banking
Experience
Barclays November 2014 - Present
Barclays January 2010 - November 2014
Barclays April 2006 - January 2010
Dresdner Bank September 2004 - April 2006
Deutsche Bank 2003 - 2004
ING Barings 2000 - 2001
CIBC World Markets 1996 - 2000
NatWest Markets 1992 - 1994
Skills
Credit Risk in..., Regulatory Capital and..., Risk Reporting, Leadership and team..., Portfolio and Cross..., Financial Risk, Portfolio Management, Credit, PMO, Derivatives, @Risk, Counterparty Risk, Structured Finance, Trading, Banking, Credit Risk, Financial Services, Corporate Finance, Finance, Risk Management
Education
McMaster University
Bachelor of Commerce (B.Com.), Finance and Economics
Park Stree Collegiate Institute, Orillia
Barclays November 2014 - Present
Barclays January 2010 - November 2014
Barclays April 2006 - January 2010
Dresdner Bank September 2004 - April 2006
Deutsche Bank 2003 - 2004
ING Barings 2000 - 2001
CIBC World Markets 1996 - 2000
NatWest Markets 1992 - 1994
Skills
Credit Risk in..., Regulatory Capital and..., Risk Reporting, Leadership and team..., Portfolio and Cross..., Financial Risk, Portfolio Management, Credit, PMO, Derivatives, @Risk, Counterparty Risk, Structured Finance, Trading, Banking, Credit Risk, Financial Services, Corporate Finance, Finance, Risk Management
Education
McMaster University
Bachelor of Commerce (B.Com.), Finance and Economics
Park Stree Collegiate Institute, Orillia
Tony Balbarin Tony Balbarin's CIBC World Markets Experience 2002 - 2008
Job VP Executive Director Trading Applications Development at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. February 2002 - Present
CIBC World Markets 2002 - 2008
Citi August 1992 - June 2001
Coopers & Lybrand Consulting August 1979 - August 1992
Skills
Series 7, Fixed Income, Alternative Investments, Hedge Funds, Series 63, Capital Markets, Wealth Management, Investment Banking, Investments, Bloomberg, Securities
Education
New York University
Letran College 1968 — 1972
Bachelor of Science (BS), Economics
Oppenheimer & Co. February 2002 - Present
CIBC World Markets 2002 - 2008
Citi August 1992 - June 2001
Coopers & Lybrand Consulting August 1979 - August 1992
Skills
Series 7, Fixed Income, Alternative Investments, Hedge Funds, Series 63, Capital Markets, Wealth Management, Investment Banking, Investments, Bloomberg, Securities
Education
New York University
Letran College 1968 — 1972
Bachelor of Science (BS), Economics
Rudolf Meckel III Rudolf Meckel III's CIBC World Markets Experience 2001 - 2007
Job Vice President at Morningstar Structured Credit Ratings
Industry Financial Services
Experience
Morningstar May 2013 - Present
Applied Bank April 2012 - March 2013
Guardian Investment Banking 2010 - 2012
Metropolitan Mortgage 2008 - 2010
Deutsche Bank 2007 - 2008
CIBC World Markets 2001 - 2007
Paine Webber 1998 - 2000
Arbor Associates Inc., Real Estate Developers 1989 - 1997
Skills
CMBS, Credit Analysis, Structured Products, Financial Analysis, Valuation, Asset Management, Investment Properties, Loans, Financial Modeling, Portfolio Management, Credit, Securitization, Mortgage Lending, Financial Structuring, Real Estate Economics, Capital Markets, Due Diligence, Underwriting, Real Estate, Structured Finance, DCF
Education
University of Pennsylvania - The Wharton School
BBA, Accounting
New York University 1997 — 1998
MS, Real Estate Finance
Morningstar May 2013 - Present
Applied Bank April 2012 - March 2013
Guardian Investment Banking 2010 - 2012
Metropolitan Mortgage 2008 - 2010
Deutsche Bank 2007 - 2008
CIBC World Markets 2001 - 2007
Paine Webber 1998 - 2000
Arbor Associates Inc., Real Estate Developers 1989 - 1997
Skills
CMBS, Credit Analysis, Structured Products, Financial Analysis, Valuation, Asset Management, Investment Properties, Loans, Financial Modeling, Portfolio Management, Credit, Securitization, Mortgage Lending, Financial Structuring, Real Estate Economics, Capital Markets, Due Diligence, Underwriting, Real Estate, Structured Finance, DCF
Education
University of Pennsylvania - The Wharton School
BBA, Accounting
New York University 1997 — 1998
MS, Real Estate Finance
Shivalika Handa Shivalika Handa's CIBC World Markets Experience May 2009 - August 2009
Job Vice President at PwC
Industry Capital Markets
Experience
PwC July 2013 - Present
PwC May 2012 - June 2013
RBC Capital Markets May 2010 - May 2012
RBC Capital Markets January 2010 - August 2010
CIBC World Markets May 2009 - August 2009
RBC Capital Markets August 2008 - December 2008
Eli Lilly January 2008 - April 2008
University Health Network 2003 - 2007
Education
McMaster University 2007 — 2009
MBA
University of Toronto 2003 — 2005
MSc, Cardiovascular Science
Queen's University 1999 — 2003
BScH, Life Sciences
PwC July 2013 - Present
PwC May 2012 - June 2013
RBC Capital Markets May 2010 - May 2012
RBC Capital Markets January 2010 - August 2010
CIBC World Markets May 2009 - August 2009
RBC Capital Markets August 2008 - December 2008
Eli Lilly January 2008 - April 2008
University Health Network 2003 - 2007
Education
McMaster University 2007 — 2009
MBA
University of Toronto 2003 — 2005
MSc, Cardiovascular Science
Queen's University 1999 — 2003
BScH, Life Sciences
Ronald Cole Ronald Cole's CIBC World Markets Experience May 2000 - September 2001
Job Capital Introduction Alternative Investments
Industry Financial Services
Experience
Four Springs Capital LLC June 2010 - Present
The InfoPro 2008 - 2010
Deutsche Bank 2001 - 2003
CIBC World Markets May 2000 - September 2001
Smith Barney January 1998 - May 2000
Bear Stearns 1995 - 1998
Skills
Hedge Funds, Real Estate, Financial Markets, Asset Management, Investments, Private Equity, Start-ups, Portfolio Management, Investment Properties, Strategy, Finance, Financial Services, Venture Capital, Equities, Business Development, Investment Strategies, Securities, Fixed Income, Alternative Investments
Education
Northeastern University
Political Science, Business
Four Springs Capital LLC June 2010 - Present
The InfoPro 2008 - 2010
Deutsche Bank 2001 - 2003
CIBC World Markets May 2000 - September 2001
Smith Barney January 1998 - May 2000
Bear Stearns 1995 - 1998
Skills
Hedge Funds, Real Estate, Financial Markets, Asset Management, Investments, Private Equity, Start-ups, Portfolio Management, Investment Properties, Strategy, Finance, Financial Services, Venture Capital, Equities, Business Development, Investment Strategies, Securities, Fixed Income, Alternative Investments
Education
Northeastern University
Political Science, Business
Peter K. Norman, PMP Peter K. Norman, PMP's CIBC World Markets Experience October 2001 - April 2008
Job Senior Risk IT Delivery Manager
Industry Financial Services
Experience
Bank of America September 2014 - Present
HSBC Global Banking and Markets April 2014 - August 2014
Deutsche Bank July 2013 - April 2014
Ernst & Young January 2010 - April 2013
Citigroup June 2008 - January 2009
CIBC World Markets October 2001 - April 2008
CIBC World Markets 2001 - 2007
Skills
Risk Management, Investment Banking, Basel II, Credit Risk, Banking, Business Analysis, Financial Services, IT Strategy, Governance, Capital Markets, Wealth Management, Derivatives, SDLC, PMO, Retail Banking, Credit Analysis, Enterprise Risk..., Market Risk, AML, Agile Methodologies, Financial Markets, Fixed Income, Equities, Operational Risk..., Credit, FX Options, Vendor Management, Financial Modeling, Operational Risk, Trading Systems, Corporate Finance, Financial Risk, Portfolio Management, Credit Derivatives, Data Warehousing, Trading, Financial Analysis, Strategy, Enterprise Architecture, Process Improvement, Solution Architecture, Executive Management, Business Requirements, Business Process..., Project Portfolio..., IT Audit, Finance, Equity Derivatives, Data Governance, Management
Education
New York University 1995 — 1995
Advanced Professional Certificate, Information Systems
Stony Brook University 1983 — 1984
B.S., Economics
Bank of America September 2014 - Present
HSBC Global Banking and Markets April 2014 - August 2014
Deutsche Bank July 2013 - April 2014
Ernst & Young January 2010 - April 2013
Citigroup June 2008 - January 2009
CIBC World Markets October 2001 - April 2008
CIBC World Markets 2001 - 2007
Skills
Risk Management, Investment Banking, Basel II, Credit Risk, Banking, Business Analysis, Financial Services, IT Strategy, Governance, Capital Markets, Wealth Management, Derivatives, SDLC, PMO, Retail Banking, Credit Analysis, Enterprise Risk..., Market Risk, AML, Agile Methodologies, Financial Markets, Fixed Income, Equities, Operational Risk..., Credit, FX Options, Vendor Management, Financial Modeling, Operational Risk, Trading Systems, Corporate Finance, Financial Risk, Portfolio Management, Credit Derivatives, Data Warehousing, Trading, Financial Analysis, Strategy, Enterprise Architecture, Process Improvement, Solution Architecture, Executive Management, Business Requirements, Business Process..., Project Portfolio..., IT Audit, Finance, Equity Derivatives, Data Governance, Management
Education
New York University 1995 — 1995
Advanced Professional Certificate, Information Systems
Stony Brook University 1983 — 1984
B.S., Economics
Ghada Abdallah, CFA Ghada Abdallah, CFA's CIBC World Markets Experience January 2005 - May 2008
Job Senior Manager, Risk Management
Industry Capital Markets
Experience
Scotiabank 2010 - Present
Ontario Teachers' Pension Plan 2009 - 2010
CIBC World Markets January 2005 - May 2008
Scotia Capital June 2002 - December 2004
Skills
Risk Management, Valuation, Financial Modeling, Derivatives, Capital Markets, Corporate Finance
Education
York University - Schulich School of Business 2000 — 2002
MBA, Finance
Mount Allison University 1995 — 1999
Honours B.Sc., Biology
CFA Institute
CFA
Scotiabank 2010 - Present
Ontario Teachers' Pension Plan 2009 - 2010
CIBC World Markets January 2005 - May 2008
Scotia Capital June 2002 - December 2004
Skills
Risk Management, Valuation, Financial Modeling, Derivatives, Capital Markets, Corporate Finance
Education
York University - Schulich School of Business 2000 — 2002
MBA, Finance
Mount Allison University 1995 — 1999
Honours B.Sc., Biology
CFA Institute
CFA
Rodney Shenman's CIBC World Markets Experience January 2008 - January 2009
Job Managing Director at RAIT Financial Trust
Industry Real Estate
Experience
RAIT Financial Trust October 2013 - Present
KeyBank Real Estate Capital April 2011 - October 2013
Centaur Properties, LLC September 2009 - April 2011
CIBC World Markets January 2008 - January 2009
CIBC World Markets April 2006 - December 2008
Morgan Stanley January 2003 - April 2006
Morgan Stanley January 2002 - January 2003
Morgan Stanley April 2000 - January 2002
First American Title June 1998 - May 2000
Skills
Capital Markets, Structured Finance, Strategic Planning, Project Management, Loss Mitigation, Investments, Equities, Debt, Commercial Real Estate, Asset Managment, Loans
Education
New York Law School 1996 — 1999
J.D.
Rutgers University-New Brunswick 1992 — 1996
B.A., Political Science
Pingry
Pingry
RAIT Financial Trust October 2013 - Present
KeyBank Real Estate Capital April 2011 - October 2013
Centaur Properties, LLC September 2009 - April 2011
CIBC World Markets January 2008 - January 2009
CIBC World Markets April 2006 - December 2008
Morgan Stanley January 2003 - April 2006
Morgan Stanley January 2002 - January 2003
Morgan Stanley April 2000 - January 2002
First American Title June 1998 - May 2000
Skills
Capital Markets, Structured Finance, Strategic Planning, Project Management, Loss Mitigation, Investments, Equities, Debt, Commercial Real Estate, Asset Managment, Loans
Education
New York Law School 1996 — 1999
J.D.
Rutgers University-New Brunswick 1992 — 1996
B.A., Political Science
Pingry
Pingry
Sukhdeep Tracy Huang Sukhdeep Tracy Huang's CIBC World Markets Experience 2001 - 2005
Job Managing Editor at Breathe OC Magazine
Industry Online Media
Experience
Breathe One Community May 2014 - Present
LIVEFREEPRODUCTIONS 2013 - Present
Yoga Rocks the Park November 2013 - August 2014
One Consciousness of Love & Light Festival January 2013 - May 2013
Holliday Fenoglio Fowler February 2011 - February 2012
JSM Capital 2007 - 2008
LENNAR Homes - Acquisitions 2006 - 2007
CIBC World Markets 2001 - 2005
Citigroup Global Markets (formerly Salomon Smith Barney) 2000 - 2001
Skills
Loans, Equities, Private Equity, Capital, Investment Banking, Capital Markets, Structured Finance, Real Estate Investment, Valuation, Asset Management, Due Diligence, Real Estate, Financial Analysis, Financial Modeling, Real Estate Development, Debt, Asset, Dispositions, Real Estate Finance, Portfolio Management, Construction, Property Management, Investment Properties, Residential, Leases, Tenant, Contract Negotiation, Market Analysis, Cash Flow, Market Research, Mixed-use, Investors, Private Placements, Investments, Land Acquisition, Real Estate Economics, Asset Managment, Disposition, Brokerage, Finance, Real Estate Transactions, Acquisitions, Location Intelligence, Investor Relations, Financial Structuring, Mergers & Acquisitions, Commercial Real Estate, Joint Ventures, Venture Capital, Corporate Real Estate
Education
University of Southern California - Marshall School of Business 1996 — 2000
BS, Business Administration with concentrations in Finance and Intl Business
Seventh Chakra Yoga 2012 — 2013
KRI Certified Instructor of Kundalini Yoga as taught by Yogi Bhajan®, Kundalini Yoga
National University of Singapore
Breathe One Community May 2014 - Present
LIVEFREEPRODUCTIONS 2013 - Present
Yoga Rocks the Park November 2013 - August 2014
One Consciousness of Love & Light Festival January 2013 - May 2013
Holliday Fenoglio Fowler February 2011 - February 2012
JSM Capital 2007 - 2008
LENNAR Homes - Acquisitions 2006 - 2007
CIBC World Markets 2001 - 2005
Citigroup Global Markets (formerly Salomon Smith Barney) 2000 - 2001
Skills
Loans, Equities, Private Equity, Capital, Investment Banking, Capital Markets, Structured Finance, Real Estate Investment, Valuation, Asset Management, Due Diligence, Real Estate, Financial Analysis, Financial Modeling, Real Estate Development, Debt, Asset, Dispositions, Real Estate Finance, Portfolio Management, Construction, Property Management, Investment Properties, Residential, Leases, Tenant, Contract Negotiation, Market Analysis, Cash Flow, Market Research, Mixed-use, Investors, Private Placements, Investments, Land Acquisition, Real Estate Economics, Asset Managment, Disposition, Brokerage, Finance, Real Estate Transactions, Acquisitions, Location Intelligence, Investor Relations, Financial Structuring, Mergers & Acquisitions, Commercial Real Estate, Joint Ventures, Venture Capital, Corporate Real Estate
Education
University of Southern California - Marshall School of Business 1996 — 2000
BS, Business Administration with concentrations in Finance and Intl Business
Seventh Chakra Yoga 2012 — 2013
KRI Certified Instructor of Kundalini Yoga as taught by Yogi Bhajan®, Kundalini Yoga
National University of Singapore
Gerard deBeus Gerard deBeus's CIBC World Markets Experience 1998 - 2003
Job AVP North American Server and Storage Tower Lead for ACE Group
Industry Insurance
Experience
ACE Group April 2003 - Present
ACE-INA 2003 - Present
CIBC World Markets 1998 - 2003
CIBC World Marktes 1998 - 2003
American International Group 1980 - 1999
Skills
Vendor Management, Enterprise Risk..., Risk Management, Business Process..., Business Analysis, IT Strategy, Governance, Disaster Recovery, Project Portfolio..., Integration, Process Improvement, Leadership, Management, SDLC, Project Management, PMO, IT Service Management, ITIL, Business Intelligence, Business Process, Outsourcing, IT Management, Infrastructure, Change Management, PMP, Enterprise Architecture, IT Operations, Business Continuity, Information Technology, Project Delivery, Resource Management, Data Center, IT Outsourcing, Program Management, Requirements Gathering, Requirements Analysis, Business Transformation, Software Project..., Service Delivery, Solution Architecture, Reinsurance, Visio, SharePoint, Data Warehousing, Offshoring, Business Process..., CRM, Incident Management, ERP, Consulting
Education
Monmouth University 1986 — 1988
MBA, Int'l Business
William Paterson University of New Jersey 1975 — 1979
BA, Accounting
ACE Group April 2003 - Present
ACE-INA 2003 - Present
CIBC World Markets 1998 - 2003
CIBC World Marktes 1998 - 2003
American International Group 1980 - 1999
Skills
Vendor Management, Enterprise Risk..., Risk Management, Business Process..., Business Analysis, IT Strategy, Governance, Disaster Recovery, Project Portfolio..., Integration, Process Improvement, Leadership, Management, SDLC, Project Management, PMO, IT Service Management, ITIL, Business Intelligence, Business Process, Outsourcing, IT Management, Infrastructure, Change Management, PMP, Enterprise Architecture, IT Operations, Business Continuity, Information Technology, Project Delivery, Resource Management, Data Center, IT Outsourcing, Program Management, Requirements Gathering, Requirements Analysis, Business Transformation, Software Project..., Service Delivery, Solution Architecture, Reinsurance, Visio, SharePoint, Data Warehousing, Offshoring, Business Process..., CRM, Incident Management, ERP, Consulting
Education
Monmouth University 1986 — 1988
MBA, Int'l Business
William Paterson University of New Jersey 1975 — 1979
BA, Accounting
Alesia Mason Alesia Mason's CIBC World Markets Experience March 2002 - October 2002
Job Executive Assistant at Carrick Capital Partners
Industry Financial Services
Experience
Carrick Capital Partners September 2015 - Present
JP Morgan - Private Bank February 2011 - September 2015
Workplace Answers June 2006 - May 2010
Oppenheimer & Co. Inc. March 2003 - May 2006
CIBC World Markets March 2002 - October 2002
CIBC World Markets August 2000 - October 2001
Skills
Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Administrative..., Microsoft Office, Event Management, Budgets, Outlook, Office Management, Sales, Social Media, Office Administration, Spreadsheets, Public Relations, Access, Analysis, Event Planning, Marketing Strategy, Strategic Planning, Team Building, Research, Email Marketing
Education
San Francisco State University 1997 — 2000
Theatre Arts, Theatre/Theater
Merritt College 1994 — 1997
Business/Word Processing / Social and Behavioral Sciences
Carrick Capital Partners September 2015 - Present
JP Morgan - Private Bank February 2011 - September 2015
Workplace Answers June 2006 - May 2010
Oppenheimer & Co. Inc. March 2003 - May 2006
CIBC World Markets March 2002 - October 2002
CIBC World Markets August 2000 - October 2001
Skills
Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Administrative..., Microsoft Office, Event Management, Budgets, Outlook, Office Management, Sales, Social Media, Office Administration, Spreadsheets, Public Relations, Access, Analysis, Event Planning, Marketing Strategy, Strategic Planning, Team Building, Research, Email Marketing
Education
San Francisco State University 1997 — 2000
Theatre Arts, Theatre/Theater
Merritt College 1994 — 1997
Business/Word Processing / Social and Behavioral Sciences
Courtney Samra Courtney Samra's CIBC World Markets Experience January 2001 - March 2004
Job Stay at home at Samra House
Industry Financial Services
Experience
Samra House November 2011 - Present
Janney Montgomery Scott September 2011 - Present
On Your Court September 2010 - Present
Philadelphia Stock Exchange March 2004 - August 2006
CIBC World Markets January 2001 - March 2004
Teldata Control Inc February 1998 - January 2001
Skills
Options, Accounting, Analysis, Asset Management, Banking, Equities, Due Diligence, Derivatives, Capital Markets, Investments, Securities, Trading
Education
Montclair State University 1996 — 2000
Bachelor of Science, Nutrition
Samra House November 2011 - Present
Janney Montgomery Scott September 2011 - Present
On Your Court September 2010 - Present
Philadelphia Stock Exchange March 2004 - August 2006
CIBC World Markets January 2001 - March 2004
Teldata Control Inc February 1998 - January 2001
Skills
Options, Accounting, Analysis, Asset Management, Banking, Equities, Due Diligence, Derivatives, Capital Markets, Investments, Securities, Trading
Education
Montclair State University 1996 — 2000
Bachelor of Science, Nutrition
Oldos Khosroshahi Oldos Khosroshahi's CIBC World Markets Experience July 2010 - September 2011
Job Senior Human Resources Consultant at CIBC
Industry Banking
Experience
CIBC Technology October 2013 - Present
CIBC Technology July 2012 - October 2013
CIBC Wholesale Banking October 2011 - July 2012
CIBC World Markets July 2010 - September 2011
CIBC February 2011 - August 2011
CIBC World Markets December 2009 - July 2010
CIBC World Markets and Risk Management June 2008 - November 2009
CIBC Wood Gundy February 2006 - May 2008
Education
McMaster University
Bachelor of Arts, Social Sciences
Ryerson University
Human Resources Management
CIBC Technology October 2013 - Present
CIBC Technology July 2012 - October 2013
CIBC Wholesale Banking October 2011 - July 2012
CIBC World Markets July 2010 - September 2011
CIBC February 2011 - August 2011
CIBC World Markets December 2009 - July 2010
CIBC World Markets and Risk Management June 2008 - November 2009
CIBC Wood Gundy February 2006 - May 2008
Education
McMaster University
Bachelor of Arts, Social Sciences
Ryerson University
Human Resources Management
Paul Rubacky Paul Rubacky's CIBC World Markets Experience March 2001 - July 2008
Job Chief Financial Officer at Quad Capital
Industry Financial Services
Experience
Quad Capital LLC April 2011 - Present
College of Mount Saint Vincent, Riverdale, NY 2005 - Present
Currently Seeking a New Role January 2011 - March 2011
Roman Catholic Diocese of Paterson July 2008 - January 2011
CIBC World Markets March 2001 - July 2008
Bankers Trust/Deutsche Bank 1992 - 2001
Oppenheimer & Co. December 1980 - June 1992
Skills
Auditing, Finance, Internal Controls, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, SOX 404, General Ledger, Strategy, Internal Audit, Mergers, Risk Management, Restructuring, Securities, Accounting, Equities, Management, Banking, Capital Markets, Change Management, Hedge Funds, Investment Banking, Cross-functional Team..., Leadership, Tax, Financial Audits, Human Resources, Portfolio Management, Project Management
Education
New York University 1985 — 1988
Executive MBA Program
Nasson College 1976 — 1980
BA , BS, Accounting, Public Administration
Quad Capital LLC April 2011 - Present
College of Mount Saint Vincent, Riverdale, NY 2005 - Present
Currently Seeking a New Role January 2011 - March 2011
Roman Catholic Diocese of Paterson July 2008 - January 2011
CIBC World Markets March 2001 - July 2008
Bankers Trust/Deutsche Bank 1992 - 2001
Oppenheimer & Co. December 1980 - June 1992
Skills
Auditing, Finance, Internal Controls, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, SOX 404, General Ledger, Strategy, Internal Audit, Mergers, Risk Management, Restructuring, Securities, Accounting, Equities, Management, Banking, Capital Markets, Change Management, Hedge Funds, Investment Banking, Cross-functional Team..., Leadership, Tax, Financial Audits, Human Resources, Portfolio Management, Project Management
Education
New York University 1985 — 1988
Executive MBA Program
Nasson College 1976 — 1980
BA , BS, Accounting, Public Administration
Fan Yang, MBA Fan Yang, MBA's CIBC World Markets Experience October 2011 - Present
Job Accounting and Control Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets October 2011 - Present
BMO Capital Markets August 2010 - October 2011
Investors Group Financial Services Inc. February 2010 - June 2010
Pyxis Investment June 2007 - December 2009
Unidomain Canada Trading Inc. September 2007 - August 2008
Swift Trade Inc. March 2006 - September 2006
Justice Institute of British Columbia, Richmond March 2005 - September 2005
Skills
Portfolio Management, Financial Analysis, International Project..., Derivatives, Fixed Income, Financial Markets, Risk Management, Bloomberg, Capital Markets, Equities, Business Development, Investments
Education
McMaster University 2008 — 2009
MBA, Finance and Accounting
McMaster University 2003 — 2007
B.Comm, Finance and Economics
CIBC World Markets October 2011 - Present
BMO Capital Markets August 2010 - October 2011
Investors Group Financial Services Inc. February 2010 - June 2010
Pyxis Investment June 2007 - December 2009
Unidomain Canada Trading Inc. September 2007 - August 2008
Swift Trade Inc. March 2006 - September 2006
Justice Institute of British Columbia, Richmond March 2005 - September 2005
Skills
Portfolio Management, Financial Analysis, International Project..., Derivatives, Fixed Income, Financial Markets, Risk Management, Bloomberg, Capital Markets, Equities, Business Development, Investments
Education
McMaster University 2008 — 2009
MBA, Finance and Accounting
McMaster University 2003 — 2007
B.Comm, Finance and Economics
Joseph Passalacqua Joseph Passalacqua's CIBC World Markets Experience 1998 - 2000
Job Network Engineer @ ICLOUDSYSTEMS.NET
Industry Information Technology and Services
Experience
I Cloud Systems August 2011 - Present
ITT Technical Institute September 2010 - Present
Universal Technical Institute July 2003 - July 2011
CIBC Oppenheimer July 1994 - March 2000
CIBC World Markets 1998 - 2000
Oppenheimer & Co. 1998 - 1999
Skills
Networking, Windows, Technical Support, IT Management, Cloud Computing, XP, Software Project..., Network Security, Active Directory, Program Management, Business Analysis, Disaster Recovery, VMware
Education
University of Phoenix 2003 — 2007
BS-BIS, Business Information Systems
New York University 1999 — 2000
None, Film Making
Lon Morris College 1983 — 1985
None, Communications / Theater Arts
I Cloud Systems August 2011 - Present
ITT Technical Institute September 2010 - Present
Universal Technical Institute July 2003 - July 2011
CIBC Oppenheimer July 1994 - March 2000
CIBC World Markets 1998 - 2000
Oppenheimer & Co. 1998 - 1999
Skills
Networking, Windows, Technical Support, IT Management, Cloud Computing, XP, Software Project..., Network Security, Active Directory, Program Management, Business Analysis, Disaster Recovery, VMware
Education
University of Phoenix 2003 — 2007
BS-BIS, Business Information Systems
New York University 1999 — 2000
None, Film Making
Lon Morris College 1983 — 1985
None, Communications / Theater Arts
Jonathan Stypa Jonathan Stypa's CIBC World Markets Experience May 2011 - September 2011
Job Associate Corporate Audit Staff (CAS) at GE
Industry Financial Services
Experience
GE September 2014 - Present
GE Capital July 2012 - July 2014
Mac Investment Club May 2011 - April 2012
National Investment Banking Competition & Conference January 2012 - January 2012
CIBC World Markets May 2011 - September 2011
GE May 2010 - May 2011
Allen H. Gould Trading Floor December 2009 - May 2010
Conestoga Meat Packers, Breslau April 2009 - August 2009
Skills
Financial Analysis, Risk Management, Finance, Financial Modeling, Bloomberg, Valuation, Competitive Analysis, Excel, Accounting, Corporate Finance, Business Strategy, Economics, Credit Risk, Underwriting, Portfolio Management
Education
McMaster University 2007 — 2012
Honours Bachelor of Commerce; 2012, Level IV; Finance
GE September 2014 - Present
GE Capital July 2012 - July 2014
Mac Investment Club May 2011 - April 2012
National Investment Banking Competition & Conference January 2012 - January 2012
CIBC World Markets May 2011 - September 2011
GE May 2010 - May 2011
Allen H. Gould Trading Floor December 2009 - May 2010
Conestoga Meat Packers, Breslau April 2009 - August 2009
Skills
Financial Analysis, Risk Management, Finance, Financial Modeling, Bloomberg, Valuation, Competitive Analysis, Excel, Accounting, Corporate Finance, Business Strategy, Economics, Credit Risk, Underwriting, Portfolio Management
Education
McMaster University 2007 — 2012
Honours Bachelor of Commerce; 2012, Level IV; Finance
Bessie Wat Bessie Wat's CIBC World Markets Experience February 2015 - Present
Job Associate at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets February 2015 - Present
CIBC World Markets May 2014 - August 2014
CIBC World Markets September 2013 - December 2013
Foresters January 2013 - April 2013
Canadian Institute for Health Information September 2011 - December 2011
St. Michael's Hospital April 2011 - September 2011
Health Canada January 2011 - April 2011
The University of Hong Kong April 2010 - August 2010
Skills
Pharmacology, Healthcare, Leadership, Teamwork, Time Management, Data Analysis, Microsoft Excel, Critical Thinking, Research, Microsoft Office, Statistics, PowerPoint, Finance
Education
McMaster University 2012 — 2014
Master of Business Administration (Co-op), Finance & Strategic Business Valuation
McMaster University 2007 — 2012
Honours Bachelor of Science, Biology and Pharmacology (Co-op)
CIBC World Markets February 2015 - Present
CIBC World Markets May 2014 - August 2014
CIBC World Markets September 2013 - December 2013
Foresters January 2013 - April 2013
Canadian Institute for Health Information September 2011 - December 2011
St. Michael's Hospital April 2011 - September 2011
Health Canada January 2011 - April 2011
The University of Hong Kong April 2010 - August 2010
Skills
Pharmacology, Healthcare, Leadership, Teamwork, Time Management, Data Analysis, Microsoft Excel, Critical Thinking, Research, Microsoft Office, Statistics, PowerPoint, Finance
Education
McMaster University 2012 — 2014
Master of Business Administration (Co-op), Finance & Strategic Business Valuation
McMaster University 2007 — 2012
Honours Bachelor of Science, Biology and Pharmacology (Co-op)
Alexandra Corrente Alexandra Corrente's CIBC World Markets Experience September 2014 - December 2014
Job MBA Candidate
Industry Financial Services
Experience
CIBC Wood Gundy May 2015 - August 2015
CIBC World Markets September 2014 - December 2014
Ontario Teachers' Pension Plan January 2014 - May 2014
Académie de Montpellier September 2012 - May 2013
Wild Wing September 2011 - August 2012
University of Leeds January 2011 - June 2011
Skills
Management, Interviews, Databases, Recruiting, Instructional Design, Teamwork, Project Management, Data Analysis, Microsoft Office, Microsoft Excel, Team Leadership, Research, PowerPoint, Customer Service, Analysis
Education
McMaster University 2013 — 2015
Master of Business Administration (MBA)
McMaster University 2008 — 2012
Honours Bachelor of Science, Life Sciences
University of Leeds 2010 — 2011
Year Abroad
CIBC Wood Gundy May 2015 - August 2015
CIBC World Markets September 2014 - December 2014
Ontario Teachers' Pension Plan January 2014 - May 2014
Académie de Montpellier September 2012 - May 2013
Wild Wing September 2011 - August 2012
University of Leeds January 2011 - June 2011
Skills
Management, Interviews, Databases, Recruiting, Instructional Design, Teamwork, Project Management, Data Analysis, Microsoft Office, Microsoft Excel, Team Leadership, Research, PowerPoint, Customer Service, Analysis
Education
McMaster University 2013 — 2015
Master of Business Administration (MBA)
McMaster University 2008 — 2012
Honours Bachelor of Science, Life Sciences
University of Leeds 2010 — 2011
Year Abroad
Chip Walker Chip Walker's CIBC World Markets Experience August 1999 - June 2000
Job Investor Relations at Eaton
Industry Electrical/Electronic Manufacturing
Experience
Eaton November 2014 - Present
Eaton February 2014 - October 2014
DuBois Chemicals, Inc. September 2008 - December 2012
The Riverside Company 2002 - 2012
Nordco 2006 - 2009
Credit Suisse August 2000 - June 2002
Donaldson, Lufkin & Jenrette June 2000 - August 2000
CIBC World Markets August 1999 - June 2000
Rabobank 1995 - 1997
ABN AMRO Bank N.V. 1992 - 1995
Skills
Private Equity, M&A execution, Due Diligence, Leveraged Finance, Board of Director..., Selling Businesses, Acquisitions, Strategy, Growth Capital, Board of Directors, Portfolio Management, Valuation, Investments, Strategic Planning, Finance, Buyouts, Mergers & Acquisitions, Corporate Finance, Management
Education
New York University, Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Northwestern University 1988 — 1992
Bachelor of Science (BS), Economics
Western Reserve Academy 1984 — 1988
High School
Eaton November 2014 - Present
Eaton February 2014 - October 2014
DuBois Chemicals, Inc. September 2008 - December 2012
The Riverside Company 2002 - 2012
Nordco 2006 - 2009
Credit Suisse August 2000 - June 2002
Donaldson, Lufkin & Jenrette June 2000 - August 2000
CIBC World Markets August 1999 - June 2000
Rabobank 1995 - 1997
ABN AMRO Bank N.V. 1992 - 1995
Skills
Private Equity, M&A execution, Due Diligence, Leveraged Finance, Board of Director..., Selling Businesses, Acquisitions, Strategy, Growth Capital, Board of Directors, Portfolio Management, Valuation, Investments, Strategic Planning, Finance, Buyouts, Mergers & Acquisitions, Corporate Finance, Management
Education
New York University, Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Northwestern University 1988 — 1992
Bachelor of Science (BS), Economics
Western Reserve Academy 1984 — 1988
High School
Li Ma Li Ma's CIBC World Markets Experience May 2010 - November 2011
Job Electronic Trading Support Analyst at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets November 2011 - Present
CIBC World Markets May 2010 - November 2011
CIBC World Markets May 2008 - May 2010
CNSX Markets Inc. January 2006 - May 2008
China Construction Bank (Asia) Corporation Limited September 1998 - September 2006
Skills
FIX Protocol, OMS, DMA, SOR, Market Data, Shell Scripting, Microsoft SQL Server, Autosys, FeedHub, Sybase, Cameron FIX engine, VeriFIX, Raptor, Window 2003, Order Management, Trading Systems, Equities, Derivatives, Fixed Income, Trading, Capital Markets, Electronic Trading
Education
North China University of Technology 1994 — 1998
BSC, Computer Science
RBC Capital Markets November 2011 - Present
CIBC World Markets May 2010 - November 2011
CIBC World Markets May 2008 - May 2010
CNSX Markets Inc. January 2006 - May 2008
China Construction Bank (Asia) Corporation Limited September 1998 - September 2006
Skills
FIX Protocol, OMS, DMA, SOR, Market Data, Shell Scripting, Microsoft SQL Server, Autosys, FeedHub, Sybase, Cameron FIX engine, VeriFIX, Raptor, Window 2003, Order Management, Trading Systems, Equities, Derivatives, Fixed Income, Trading, Capital Markets, Electronic Trading
Education
North China University of Technology 1994 — 1998
BSC, Computer Science
Daniel Badenhausen Daniel Badenhausen's CIBC World Markets Experience January 2000 - September 2001
Job Senior Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield July 2010 - Present
Sitar Company April 2007 - July 2010
Ryan Beck & Co. January 2002 - March 2007
CIBC World Markets January 2000 - September 2001
Jefferies & Company June 1994 - October 1999
SunTrust Robinson Humphrey 1985 - 1994
Skills
Brokerage, Real Estate, Commercial Real Estate, Leases, Sellers
Education
Delbarton School
Montclair State University
BA
University of Richmond
Cushman & Wakefield July 2010 - Present
Sitar Company April 2007 - July 2010
Ryan Beck & Co. January 2002 - March 2007
CIBC World Markets January 2000 - September 2001
Jefferies & Company June 1994 - October 1999
SunTrust Robinson Humphrey 1985 - 1994
Skills
Brokerage, Real Estate, Commercial Real Estate, Leases, Sellers
Education
Delbarton School
Montclair State University
BA
University of Richmond
Ben Strober Ben Strober's CIBC World Markets Experience 2006 - 2009
Job Assistant Vice President at Emigrant Realty Finance
Industry Real Estate
Experience
Emigrant Realty Finance 2013 - Present
Landesbank Baden-Wurttemberg 2010 - 2012
CIBC World Markets 2006 - 2009
JPMorgan Mortgage Capital 2005 - 2005
Skills
CMBS, Financial Modeling, Asset Management, Underwriting, Loan Origination, Market Research, Valuation, Due Diligence, Real Estate Economics, Disposition, Loans, Real Estate Financing, Structured Finance, Finance, Real Estate, Commercial Real Estate, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance & Accounting
University of Florida - Warrington College Of Business 2001 — 2005
BBA, Business
National University of Singapore / NUS
Executive Education MBA, Marketing and General Management
Emigrant Realty Finance 2013 - Present
Landesbank Baden-Wurttemberg 2010 - 2012
CIBC World Markets 2006 - 2009
JPMorgan Mortgage Capital 2005 - 2005
Skills
CMBS, Financial Modeling, Asset Management, Underwriting, Loan Origination, Market Research, Valuation, Due Diligence, Real Estate Economics, Disposition, Loans, Real Estate Financing, Structured Finance, Finance, Real Estate, Commercial Real Estate, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance & Accounting
University of Florida - Warrington College Of Business 2001 — 2005
BBA, Business
National University of Singapore / NUS
Executive Education MBA, Marketing and General Management
David Scott Orner David Scott Orner's CIBC World Markets Experience June 1998 - November 1999
Job Managing Director at Pier Six Capital, LLC
Industry Venture Capital & Private Equity
Experience
Pier Six Capital, LLC August 2013 - Present
CIT May 2006 - July 2013
ING November 1999 - May 2006
CIBC World Markets June 1998 - November 1999
CIBC World Markets June 1997 - May 1998
KPMG August 1994 - June 1997
Skills
Mergers & Acquisitions, Defense, Corporate Finance, Finance, Investment Banking, Investments, Aerospace, Tax, Intelligence, Private Equity, Command, Financial Modeling, Valuation, Due Diligence, Portfolio Management, Mergers, Financial Analysis, Capital Markets, Navy
Education
New York University School of Law 1994 — 1997
LLM, Taxation
Rutgers University School of Law - Newark 1991 — 1994
JD, Law
University of Tampa 1984 — 1988
BS, Finance & Economics
Pier Six Capital, LLC August 2013 - Present
CIT May 2006 - July 2013
ING November 1999 - May 2006
CIBC World Markets June 1998 - November 1999
CIBC World Markets June 1997 - May 1998
KPMG August 1994 - June 1997
Skills
Mergers & Acquisitions, Defense, Corporate Finance, Finance, Investment Banking, Investments, Aerospace, Tax, Intelligence, Private Equity, Command, Financial Modeling, Valuation, Due Diligence, Portfolio Management, Mergers, Financial Analysis, Capital Markets, Navy
Education
New York University School of Law 1994 — 1997
LLM, Taxation
Rutgers University School of Law - Newark 1991 — 1994
JD, Law
University of Tampa 1984 — 1988
BS, Finance & Economics
Philip Castrodale, CFA Philip Castrodale, CFA's CIBC World Markets Experience 1997 - 2000
Job Managing Director at PwC Corporate Finance
Industry Investment Banking
Experience
PwC April 2015 - Present
Behre Dolbear Capital, Inc. 2010 - March 2015
Vanquish Global Resources, LP 2008 - 2009
Jefferies & Company 2000 - 2008
CIBC World Markets 1997 - 2000
First Canada Securities Corp. 1995 - 1997
Skills
Private Equity, Investment Banking, Debt, Equities, IPO, Finance, Private Placements, Mining, Capital Raising, Valuation, Capital Markets, Due Diligence, Mergers, Venture Capital, Corporate Finance, Financial Modeling, Restructuring, Emerging Markets, Strategy, Investor Relations, Mergers & Acquisitions, Leveraged Finance, Hedge Funds, Commodity, Project Finance, Capital, Funding, Mezzanine
Education
University of Rochester - Simon Business School 1993 — 1995
MBA, Finance
McMaster University 1989 — 1993
H. B. Comm., Finance
PwC April 2015 - Present
Behre Dolbear Capital, Inc. 2010 - March 2015
Vanquish Global Resources, LP 2008 - 2009
Jefferies & Company 2000 - 2008
CIBC World Markets 1997 - 2000
First Canada Securities Corp. 1995 - 1997
Skills
Private Equity, Investment Banking, Debt, Equities, IPO, Finance, Private Placements, Mining, Capital Raising, Valuation, Capital Markets, Due Diligence, Mergers, Venture Capital, Corporate Finance, Financial Modeling, Restructuring, Emerging Markets, Strategy, Investor Relations, Mergers & Acquisitions, Leveraged Finance, Hedge Funds, Commodity, Project Finance, Capital, Funding, Mezzanine
Education
University of Rochester - Simon Business School 1993 — 1995
MBA, Finance
McMaster University 1989 — 1993
H. B. Comm., Finance
Andrei Goloubentsev Andrei Goloubentsev's CIBC World Markets Experience April 2000 - June 2003
Job Director, Risk Analytics at Bank of America
Industry Investment Banking
Experience
Bank of America July 2013 - Present
CME Group December 2011 - June 2013
BMO Capital Markets July 2007 - December 2011
Credit Suisse September 2006 - June 2007
Wachovia Securities 2003 - 2006
CIBC World Markets April 2000 - June 2003
CIBC January 1998 - March 2000
Algorithmics 1996 - 1996
University of Toronto 1990 - 1996
Kourchatov Institute 1986 - 1990
Skills
Derivatives, Interest Rate..., Quantitative Finance, Credit Derivatives, Equity Derivatives, Fixed Income, Market Risk, Quantitative Analytics, Options, Swaps, Financial Modeling, Equities, Risk Management, Structured Products
Education
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1976 — 1986
PhD, Physics
Bank of America July 2013 - Present
CME Group December 2011 - June 2013
BMO Capital Markets July 2007 - December 2011
Credit Suisse September 2006 - June 2007
Wachovia Securities 2003 - 2006
CIBC World Markets April 2000 - June 2003
CIBC January 1998 - March 2000
Algorithmics 1996 - 1996
University of Toronto 1990 - 1996
Kourchatov Institute 1986 - 1990
Skills
Derivatives, Interest Rate..., Quantitative Finance, Credit Derivatives, Equity Derivatives, Fixed Income, Market Risk, Quantitative Analytics, Options, Swaps, Financial Modeling, Equities, Risk Management, Structured Products
Education
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1976 — 1986
PhD, Physics
Matthew Dunn Matthew Dunn's CIBC World Markets Experience 1993 - 1995
Job Financial Services Risk Advisor
Industry Financial Services
Experience
Deloitte & Touche LLP June 2010 - Present
MPD Advisers January 2008 - May 2010
UniCredit Markets & Investment Banking 2005 - 2008
HVB 1995 - 2005
CIBC World Markets 1993 - 1995
RBC Royal Bank 1988 - 1993
Skills
Derivatives, Portfolio Management, Fixed Income, Investment Banking, Trading, Enterprise Risk..., Funding, Capital Markets, Treasury Management, Corporate Finance, Equities, Hedging, Mergers, Options, Change Management, Data Warehouse..., ALM, Interest Rate..., Liquidity Management, Electronic Funds..., Funds Transfer Pricing, Business Transformation, Governance, Regulatory Requirements, Stress Testing, Liquidity Risk, Operations Management, Internal Controls, Asset Managment, Compliance
Education
Mount Saint Mary's College
BA
Deloitte & Touche LLP June 2010 - Present
MPD Advisers January 2008 - May 2010
UniCredit Markets & Investment Banking 2005 - 2008
HVB 1995 - 2005
CIBC World Markets 1993 - 1995
RBC Royal Bank 1988 - 1993
Skills
Derivatives, Portfolio Management, Fixed Income, Investment Banking, Trading, Enterprise Risk..., Funding, Capital Markets, Treasury Management, Corporate Finance, Equities, Hedging, Mergers, Options, Change Management, Data Warehouse..., ALM, Interest Rate..., Liquidity Management, Electronic Funds..., Funds Transfer Pricing, Business Transformation, Governance, Regulatory Requirements, Stress Testing, Liquidity Risk, Operations Management, Internal Controls, Asset Managment, Compliance
Education
Mount Saint Mary's College
BA
Marlise Davis Marlise Davis's CIBC World Markets Experience 1997 - 2000
Job Financial Analyst l NonProfit Development Professional
Industry Financial Services
Experience
Citigroup 2004 - 2008
A.G. Edwards & Sons, Inc. 2001 - 2003
CIBC World Markets 1997 - 2000
Deutsche Bank Securities 1996 - 1997
Simon and Schuster 1992 - 1994
IBM 1990 - 1992
Education
New York University
Certificate, Fundraising and Development
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Rotterdam School of Management, Erasmus University
Semester Abroad, International Business
The University of Texas at Austin
BS, Design and Architecture
Citigroup 2004 - 2008
A.G. Edwards & Sons, Inc. 2001 - 2003
CIBC World Markets 1997 - 2000
Deutsche Bank Securities 1996 - 1997
Simon and Schuster 1992 - 1994
IBM 1990 - 1992
Education
New York University
Certificate, Fundraising and Development
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Rotterdam School of Management, Erasmus University
Semester Abroad, International Business
The University of Texas at Austin
BS, Design and Architecture
Lawrence Kelty Lawrence Kelty's CIBC World Markets Experience May 1996 - Present
Job Executive Director at CIBC
Industry Banking
Experience
CIBC World Markets May 1996 - Present
CIBC 1996 - Present
Lehman Brothers 1987 - 1996
White Horse Savings and Loan September 1986 - October 1987
Skills
Trading Systems, Capital Markets, Fixed Income, Investment Banking, Derivatives, Equities, Equity Derivatives, Electronic Trading, Hedge Funds, Banking, Options, Credit Derivatives, Market Risk, Prime Brokerage, Bloomberg, Risk Management, Structured Products
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Scranton 1982 — 1986
BA
McCorristin 1978 — 1982
New York University
MS, Information Systems and Management
CIBC World Markets May 1996 - Present
CIBC 1996 - Present
Lehman Brothers 1987 - 1996
White Horse Savings and Loan September 1986 - October 1987
Skills
Trading Systems, Capital Markets, Fixed Income, Investment Banking, Derivatives, Equities, Equity Derivatives, Electronic Trading, Hedge Funds, Banking, Options, Credit Derivatives, Market Risk, Prime Brokerage, Bloomberg, Risk Management, Structured Products
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Scranton 1982 — 1986
BA
McCorristin 1978 — 1982
New York University
MS, Information Systems and Management
Marina Xiao MFin Marina Xiao MFin's CIBC World Markets Experience February 2015 - Present
Job Senior Risk Analyst, CIBC
Industry Banking
Experience
CIBC World Markets February 2015 - Present
Wilfrid Laurier University September 2012 - June 2014
Ontario Teachers' Pension Plan September 2013 - December 2013
Ontario Teachers' Pension Plan January 2013 - April 2013
Bank of China June 2012 - September 2012
University of Waterloo September 2008 - June 2012
Bank of China June 2011 - September 2011
Skills
Skilled Multi-tasker, Microsoft Office, SQL, VBA, Bloomberg Data License, Team Leadership, Trilingual, Quick Learner, Organizational..., Financial Risk..., Highly self-motivated, Investment Management, Quantitative Analytics, Analysis, Finance, Investments, Data Analysis, Financial Analysis, Teamwork, Bloomberg, R, Multilingual, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Quantitative Finance, Risk Management
Education
Wilfrid Laurier University 2012 — 2014
Master of Finance, Banking, Corporate, Finance, and Securities Law, A
National University of Singapore 2011 — 2011
Exchange Program, Mathematics and Computer Science, Business
University of Waterloo 2008 — 2011
Honours Bachelor of Mathematics, Financial Analysis and Risk Management-Professional Risk Management, Minor in Statistics, A-
CIBC World Markets February 2015 - Present
Wilfrid Laurier University September 2012 - June 2014
Ontario Teachers' Pension Plan September 2013 - December 2013
Ontario Teachers' Pension Plan January 2013 - April 2013
Bank of China June 2012 - September 2012
University of Waterloo September 2008 - June 2012
Bank of China June 2011 - September 2011
Skills
Skilled Multi-tasker, Microsoft Office, SQL, VBA, Bloomberg Data License, Team Leadership, Trilingual, Quick Learner, Organizational..., Financial Risk..., Highly self-motivated, Investment Management, Quantitative Analytics, Analysis, Finance, Investments, Data Analysis, Financial Analysis, Teamwork, Bloomberg, R, Multilingual, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Quantitative Finance, Risk Management
Education
Wilfrid Laurier University 2012 — 2014
Master of Finance, Banking, Corporate, Finance, and Securities Law, A
National University of Singapore 2011 — 2011
Exchange Program, Mathematics and Computer Science, Business
University of Waterloo 2008 — 2011
Honours Bachelor of Mathematics, Financial Analysis and Risk Management-Professional Risk Management, Minor in Statistics, A-
Amy Kruss Etten Amy Kruss Etten's CIBC World Markets Experience 1998 - 1999
Job Fundraising and Philanthropy Consultant at The Etten Group
Industry Education Management
Experience
The Etten Group November 2014 - Present
TNTP March 2008 - October 2014
The Chicago Public Education Fund 2006 - 2008
Working in the Schools (WITS) 2005 - 2006
Chicago Public Schools 2005 - 2005
Chicago Public Schools 2003 - 2004
The Chicago Public Education Fund 2002 - 2003
Razorfish 1999 - 2001
CIBC World Markets 1998 - 1999
Skills
Grant Writing, Program Evaluation, Fundraising, Non-profits, Leadership, Strategic Planning, Nonprofits, Program Development, Community Outreach, Grants, Volunteer Management, Curriculum Development, Program Management, Higher Education, Non-profit..., Staff Development, Educational Leadership, Public Speaking, Public Policy, Community Development, Curriculum Design, Leadership Development, Event Planning, Philanthropy
Education
New York University 1996 — 1998
MPA, Public Policy Analysis & Program Design
University of Michigan 1990 — 1994
B.S., Environmental Policy
The Etten Group November 2014 - Present
TNTP March 2008 - October 2014
The Chicago Public Education Fund 2006 - 2008
Working in the Schools (WITS) 2005 - 2006
Chicago Public Schools 2005 - 2005
Chicago Public Schools 2003 - 2004
The Chicago Public Education Fund 2002 - 2003
Razorfish 1999 - 2001
CIBC World Markets 1998 - 1999
Skills
Grant Writing, Program Evaluation, Fundraising, Non-profits, Leadership, Strategic Planning, Nonprofits, Program Development, Community Outreach, Grants, Volunteer Management, Curriculum Development, Program Management, Higher Education, Non-profit..., Staff Development, Educational Leadership, Public Speaking, Public Policy, Community Development, Curriculum Design, Leadership Development, Event Planning, Philanthropy
Education
New York University 1996 — 1998
MPA, Public Policy Analysis & Program Design
University of Michigan 1990 — 1994
B.S., Environmental Policy
MacNeill Marcia MacNeill Marcia's CIBC World Markets Experience September 2000 - April 2001
Job New York Life
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
e2v aerospace and defense February 2005 - March 2013
Mektron Inc. July 2001 - June 2004
CIBC World Markets September 2000 - April 2001
First Liberty Investment Group March 1999 - May 2000
Josephthal Lyon and Ross January 1992 - August 1998
Bankers Trust April 1987 - July 1989
Banco Nacional de Mexico -BANAMEX January 1982 - March 1987
Skills
Manufacturing, Customer Service, Semiconductors, IC, Sales, Sales Operations, SAP, Salesforce.com, Cross-functional Team..., Management, Business Development, Sales - Commercial &..., Aerospace and Defense, Deputy Mayor, Village..., Translator NYState..., Public Speaking, Strategic Planning
Education
Colegio Americano de Quito / AJC
Mercy College
Queensborough Community College
New York Life Insurance Company June 2014 - Present
e2v aerospace and defense February 2005 - March 2013
Mektron Inc. July 2001 - June 2004
CIBC World Markets September 2000 - April 2001
First Liberty Investment Group March 1999 - May 2000
Josephthal Lyon and Ross January 1992 - August 1998
Bankers Trust April 1987 - July 1989
Banco Nacional de Mexico -BANAMEX January 1982 - March 1987
Skills
Manufacturing, Customer Service, Semiconductors, IC, Sales, Sales Operations, SAP, Salesforce.com, Cross-functional Team..., Management, Business Development, Sales - Commercial &..., Aerospace and Defense, Deputy Mayor, Village..., Translator NYState..., Public Speaking, Strategic Planning
Education
Colegio Americano de Quito / AJC
Mercy College
Queensborough Community College
Ninad Dhoble's CIBC World Markets Experience August 2005 - June 2007
Job Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Nomura Securities July 2010 - June 2013
Citi July 2007 - June 2010
CIBC World Markets August 2005 - June 2007
Skills
Derivatives, Fixed Income, SDLC, Equities, Investment Banking, Business Analysis, Trading Systems, Requirements Gathering, Credit Derivatives, Equity Derivatives, Market Risk, Financial Services, Middle Office, Market Data, Bloomberg, Business Requirements, Credit Risk, Requirements Analysis, Capital Markets, Electronic Trading, Reference Data, Prime Brokerage, Hedge Funds, Basel II, Risk Management, User Acceptance Testing, Back Office, Interest Rate..., Structured Products, Equity Trading, Corporate Actions, Securities, Swaps, PMO, Vendor Management, FX Options, Project Management, Management, Volcker, Dodd-Frank, Repos, Collateral Management, Financial Risk
Education
New Jersey Institute of Technology - School of Management 2006 — 2007
MBA, Finance
Sardar Patel University 2000 — 2004
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Credit Suisse June 2013 - Present
Nomura Securities July 2010 - June 2013
Citi July 2007 - June 2010
CIBC World Markets August 2005 - June 2007
Skills
Derivatives, Fixed Income, SDLC, Equities, Investment Banking, Business Analysis, Trading Systems, Requirements Gathering, Credit Derivatives, Equity Derivatives, Market Risk, Financial Services, Middle Office, Market Data, Bloomberg, Business Requirements, Credit Risk, Requirements Analysis, Capital Markets, Electronic Trading, Reference Data, Prime Brokerage, Hedge Funds, Basel II, Risk Management, User Acceptance Testing, Back Office, Interest Rate..., Structured Products, Equity Trading, Corporate Actions, Securities, Swaps, PMO, Vendor Management, FX Options, Project Management, Management, Volcker, Dodd-Frank, Repos, Collateral Management, Financial Risk
Education
New Jersey Institute of Technology - School of Management 2006 — 2007
MBA, Finance
Sardar Patel University 2000 — 2004
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Michael Carniol's CIBC World Markets Experience July 2002 - March 2003
Job PhD Student in Accounting at The Wharton School
Industry Higher Education
Experience
The Wharton School July 2012 - Present
OTA LLC August 2005 - May 2012
OTA Asset Management March 2004 - July 2005
CIBC March 2003 - February 2004
CIBC World Markets July 2002 - March 2003
Cutler Group June 2001 - August 2001
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
Northwestern University 1998 — 2002
BA
Newark Academy 1994 — 1998
The Wharton School July 2012 - Present
OTA LLC August 2005 - May 2012
OTA Asset Management March 2004 - July 2005
CIBC March 2003 - February 2004
CIBC World Markets July 2002 - March 2003
Cutler Group June 2001 - August 2001
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
Northwestern University 1998 — 2002
BA
Newark Academy 1994 — 1998
Dan Catalano Dan Catalano's CIBC World Markets Experience June 2001 - September 2005
Job Writer, designer, bon vivant
Industry Publishing
Experience
Diadeis GSG June 2015 - Present
Autonomy Capital May 2013 - March 2015
Style.com/Print September 2011 - October 2014
Citadel Securities November 2009 - August 2011
Credit Suisse October 2006 - October 2009
Portico Publications December 2005 - October 2006
CIBC World Markets June 2001 - September 2005
Microsoft November 1999 - January 2001
Dennis Publishing May 1997 - December 2000
Dennis Publishing July 1994 - September 1997
Skills
Publishing, Editorial, Content Management, Creative Writing, Editing, InDesign, Publications, Advertising, Magazines, Photoshop, CMS, Video Production, Creative Direction, QuarkXPress, HTML, New Media, Email Marketing, Copy Editing, Copywriting, Illustrator, Writing, Digital Media, Dreamweaver
Education
New School University 2003 — 2005
MFA, Creative writing
New College of Florida 1986 — 1990
BA, International Literature, Creative Writing
Diadeis GSG June 2015 - Present
Autonomy Capital May 2013 - March 2015
Style.com/Print September 2011 - October 2014
Citadel Securities November 2009 - August 2011
Credit Suisse October 2006 - October 2009
Portico Publications December 2005 - October 2006
CIBC World Markets June 2001 - September 2005
Microsoft November 1999 - January 2001
Dennis Publishing May 1997 - December 2000
Dennis Publishing July 1994 - September 1997
Skills
Publishing, Editorial, Content Management, Creative Writing, Editing, InDesign, Publications, Advertising, Magazines, Photoshop, CMS, Video Production, Creative Direction, QuarkXPress, HTML, New Media, Email Marketing, Copy Editing, Copywriting, Illustrator, Writing, Digital Media, Dreamweaver
Education
New School University 2003 — 2005
MFA, Creative writing
New College of Florida 1986 — 1990
BA, International Literature, Creative Writing
Henry Richard Thomson-Smith's CIBC World Markets Experience May 2013 - August 2013
Job Student at New York University
Industry Law Practice
Experience
Mandalay sports media May 2015 - Present
Paragon Sports September 2014 - March 2015
CIBC World Markets May 2013 - August 2013
Suplove March 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Writing, Analysis, Group Dynamics, Leadership, Legal Writing
Education
New York University 2012 — 2016
Bachelor’s Degree, History and Psychology
New York University 2012 — 2016
Bachelor of Arts (B.A.), History, 3.4 GPA
Mandalay sports media May 2015 - Present
Paragon Sports September 2014 - March 2015
CIBC World Markets May 2013 - August 2013
Suplove March 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Writing, Analysis, Group Dynamics, Leadership, Legal Writing
Education
New York University 2012 — 2016
Bachelor’s Degree, History and Psychology
New York University 2012 — 2016
Bachelor of Arts (B.A.), History, 3.4 GPA
John Ridpath John Ridpath's CIBC World Markets Experience 2001 - 2005
Job Director of Marketing at Northeast Generals
Industry Sports
Experience
Northeast Generals July 2015 - Present
The Psych Solution/Minot Billing October 2010 - Present
Saratoga Capital LLC 2011 - 2012
Genuity Capital Markets 2005 - April 2010
CIBC World Markets 2001 - 2005
First Union Capital Markets 1995 - 2001
Skills
Equity Trading, Equities, Trading Systems, Trading, Hedge Funds, Bloomberg, Series 7, Finance, Electronic Trading, Securities, Fixed Income, Capital Markets, Options, Asset Management, Alternative Investments
Education
Northeastern University 1984 — 1989
BS, Economics
Lakefield College School 1979 — 1984
high school
Northeast Generals July 2015 - Present
The Psych Solution/Minot Billing October 2010 - Present
Saratoga Capital LLC 2011 - 2012
Genuity Capital Markets 2005 - April 2010
CIBC World Markets 2001 - 2005
First Union Capital Markets 1995 - 2001
Skills
Equity Trading, Equities, Trading Systems, Trading, Hedge Funds, Bloomberg, Series 7, Finance, Electronic Trading, Securities, Fixed Income, Capital Markets, Options, Asset Management, Alternative Investments
Education
Northeastern University 1984 — 1989
BS, Economics
Lakefield College School 1979 — 1984
high school
Kristian Folk Kristian Folk's CIBC World Markets Experience March 2010 - July 2011
Job Van Eck Global
Industry Financial Services
Experience
Van Eck Global February 2012 - Present
CIBC World Markets March 2010 - July 2011
CIBC November 2007 - March 2010
CIBC February 2005 - November 2007
Commerzbank AG March 2004 - February 2005
Skills
Series 7, Series 63, Series 55, Equities, Options, Fixed Income, Middle Office, Hedge Funds, Settlement, Securities
Education
Northeastern University 1999 — 2003
B.S., Political Science, Economics
Umbra Institute 2001 — 2001
Study abroad Italy
Università per Stranieri di Perugia 2001 — 2001
Western New England College 1997 — 1998
Van Eck Global February 2012 - Present
CIBC World Markets March 2010 - July 2011
CIBC November 2007 - March 2010
CIBC February 2005 - November 2007
Commerzbank AG March 2004 - February 2005
Skills
Series 7, Series 63, Series 55, Equities, Options, Fixed Income, Middle Office, Hedge Funds, Settlement, Securities
Education
Northeastern University 1999 — 2003
B.S., Political Science, Economics
Umbra Institute 2001 — 2001
Study abroad Italy
Università per Stranieri di Perugia 2001 — 2001
Western New England College 1997 — 1998
Justinne Poliarco Justinne Poliarco's CIBC World Markets Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - August 2015
Highland Creek Partners LLC February 2014 - August 2014
Skills
Research, Financial Modeling, Time Management, Fundamental Analysis, Teamwork, Team Leadership, Private Equity, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Capital Markets, Problem Solving
Education
McMaster University 2012 — 2016
Bachelor of Commerce (B.Com.), Finance
CIBC World Markets May 2015 - August 2015
Highland Creek Partners LLC February 2014 - August 2014
Skills
Research, Financial Modeling, Time Management, Fundamental Analysis, Teamwork, Team Leadership, Private Equity, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Capital Markets, Problem Solving
Education
McMaster University 2012 — 2016
Bachelor of Commerce (B.Com.), Finance
Sheikh Salauddin's CIBC World Markets Experience 2014 - Present
Job CIBC
Industry Banking
Experience
CIBC World Markets 2014 - Present
CIBC June 2013 - October 2014
Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Auditing, Tax, QuickBooks, Account Reconciliation, Accounts Payable, Budgets, General Ledger, Microsoft Word, Banking, Cash Management
Education
Memorial University of Newfoundland 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
CIBC World Markets 2014 - Present
CIBC June 2013 - October 2014
Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Auditing, Tax, QuickBooks, Account Reconciliation, Accounts Payable, Budgets, General Ledger, Microsoft Word, Banking, Cash Management
Education
Memorial University of Newfoundland 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Zvi Ben-Zvi Zvi Ben-Zvi's CIBC World Markets Experience 2000 - 2003
Job Managing Director at Highline Research Advisors, LLC
Industry Financial Services
Experience
Highline Research Advisors, LLC 2011 - Present
RVR Venture Corp 2009 - 2011
Paramount BioSciences 2007 - 2009
Rodman & Renshaw 2005 - 2007
First Allied Securities 2003 - 2005
CIBC World Markets 2000 - 2003
UBS Wealth Management 1998 - 2000
Skills
Financial Analysis, Financial Reporting, Financial Research, Biotechnology, Healthcare Information..., Mobile Technology, Start-up Ventures, Start-up Consulting, Fundraising, IPO, Investment Banking, Venture Capital, Private Equity, Mergers & Acquisitions, Investments, Equities, Capital Markets, Finance, Due Diligence, Valuation
Education
New York University
Bachelor's Degree, Economics
Highline Research Advisors, LLC 2011 - Present
RVR Venture Corp 2009 - 2011
Paramount BioSciences 2007 - 2009
Rodman & Renshaw 2005 - 2007
First Allied Securities 2003 - 2005
CIBC World Markets 2000 - 2003
UBS Wealth Management 1998 - 2000
Skills
Financial Analysis, Financial Reporting, Financial Research, Biotechnology, Healthcare Information..., Mobile Technology, Start-up Ventures, Start-up Consulting, Fundraising, IPO, Investment Banking, Venture Capital, Private Equity, Mergers & Acquisitions, Investments, Equities, Capital Markets, Finance, Due Diligence, Valuation
Education
New York University
Bachelor's Degree, Economics
Hale Kim Hale Kim's CIBC World Markets Experience December 1997 - March 2000
Job Operations Supervisor at First Transit
Industry Information Technology and Services
Experience
First Transit June 2015 - Present
HoHoKus - RETS July 2008 - October 2009
Independence Community Bank July 2000 - October 2006
CIBC World Markets December 1997 - March 2000
U.S. Air Force Reserve (Activated) April 1993 - January 1994
U.S. Army July 1990 - November 1992
Skills
Servers
Education
New Jersey Institute of Technology 1994 — 1994
Inprogress, Computer, Science, Mathmatics
First Transit June 2015 - Present
HoHoKus - RETS July 2008 - October 2009
Independence Community Bank July 2000 - October 2006
CIBC World Markets December 1997 - March 2000
U.S. Air Force Reserve (Activated) April 1993 - January 1994
U.S. Army July 1990 - November 1992
Skills
Servers
Education
New Jersey Institute of Technology 1994 — 1994
Inprogress, Computer, Science, Mathmatics
Nicholas A. Cifelli's CIBC World Markets Experience April 2000 - April 2003
Job Vice President, Cash and Liquidity Markets, J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
Amalgamated Bank May 2011 - October 2011
HighTower Advisors -- Treasury Partners May 2009 - April 2011
Bear Stearns, a division of JPMorgan May 2003 - May 2009
CIBC World Markets April 2000 - April 2003
Skills
Money Market Funds, Cash Management, Treasury Management, Commercial Banking, Asset Managment, Investments, Portfolio Management, Asset Management, Cash, Financial Analysis, Financial Markets, Liquidity, Bloomberg, Bonds
Education
New York University 1997 — 1999
MA, Economics
New York University 1989 — 1993
BA, Economics
J.P. Morgan October 2011 - Present
Amalgamated Bank May 2011 - October 2011
HighTower Advisors -- Treasury Partners May 2009 - April 2011
Bear Stearns, a division of JPMorgan May 2003 - May 2009
CIBC World Markets April 2000 - April 2003
Skills
Money Market Funds, Cash Management, Treasury Management, Commercial Banking, Asset Managment, Investments, Portfolio Management, Asset Management, Cash, Financial Analysis, Financial Markets, Liquidity, Bloomberg, Bonds
Education
New York University 1997 — 1999
MA, Economics
New York University 1989 — 1993
BA, Economics
Kristi Ellsworth's CIBC World Markets Experience March 2011 - October 2012
Job Project Manager/Business Analyst
Industry Financial Services
Experience
RBC Capital Markets February 2013 - Present
CIBC World Markets March 2011 - October 2012
Broadridge Financial Solutions April 2010 - March 2011
Societe Generale February 2010 - April 2010
CIBC World Markets September 2008 - November 2009
Broadridge October 2007 - September 2008
CIBC World Markets July 1998 - July 2007
New York Life Insurance July 1994 - July 1998
Dun & Bradstreet 1989 - 1994
Skills
SDLC, Business Analysis, Project Management, Business Process..., Change Management, Requirements Analysis, Requirements Gathering, Business Intelligence, Business Requirements, Software Implementation, Enterprise Architecture, Finance, Integration, Management, PMO, Software Development, Software Project...
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1995
MBA
Michigan State University
BA, Accounting
RBC Capital Markets February 2013 - Present
CIBC World Markets March 2011 - October 2012
Broadridge Financial Solutions April 2010 - March 2011
Societe Generale February 2010 - April 2010
CIBC World Markets September 2008 - November 2009
Broadridge October 2007 - September 2008
CIBC World Markets July 1998 - July 2007
New York Life Insurance July 1994 - July 1998
Dun & Bradstreet 1989 - 1994
Skills
SDLC, Business Analysis, Project Management, Business Process..., Change Management, Requirements Analysis, Requirements Gathering, Business Intelligence, Business Requirements, Software Implementation, Enterprise Architecture, Finance, Integration, Management, PMO, Software Development, Software Project...
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1995
MBA
Michigan State University
BA, Accounting
Michael Clulow, CFA's CIBC World Markets Experience 1998 - 2000
Job Sector Portfolio Manager at Mazama Capital Mgt.
Industry Financial Services
Experience
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Jonathen Suriyakumar's CIBC World Markets Experience June 2014 - Present
Job Business Analyst at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets June 2014 - Present
BMO Financial Group March 2014 - June 2014
BMO Capital Markets September 2012 - September 2013
RBC Capital Markets January 2010 - September 2012
Skills
VBA, SQL, SharePoint, JIRA, User Acceptance Testing, Data Modeling, Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Financial Modeling, Financial Analysis
Education
McMaster University 2006 — 2011
Bachelor of Engineering, Mechatronics Engineering
CIBC World Markets June 2014 - Present
BMO Financial Group March 2014 - June 2014
BMO Capital Markets September 2012 - September 2013
RBC Capital Markets January 2010 - September 2012
Skills
VBA, SQL, SharePoint, JIRA, User Acceptance Testing, Data Modeling, Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Financial Modeling, Financial Analysis
Education
McMaster University 2006 — 2011
Bachelor of Engineering, Mechatronics Engineering
Sean Hefkey's CIBC World Markets Experience December 2008 - October 2009
Job Director Foreign Exchange at ITG
Industry Capital Markets
Experience
ITG January 2011 - Present
ITG May 2010 - December 2010
CIBC World Markets December 2008 - October 2009
CIBC World Markets January 2005 - December 2008
CIBC World Markets January 2000 - January 2005
Skills
Electronic Trading, Foreign Exchange, Business Strategy, Foreign Currency..., e-fx, FX trading, FX Hedging, New Business Development, Business Development, Strategic Planning, Currency, Canadian Securities..., Strategy, Trading Systems, Financial Markets, Capital Markets, E-commerce, Trading Strategies, Investments, Hedging, Options, Derivatives, Equities, Money Market, FX Options, Banking, Emerging Markets, Fixed Income, Proprietary Trading, Trading, Commodity, Prime Brokerage, Hedge Funds, Investment Banking, Start-ups, Market Data, Equity Derivatives, Equity Trading, Swaps, Bloomberg, Market Making, Liquidity, Quantitative Analytics, FX Trading, Risk Management, Management, Securities, Financial Services
Education
McMaster University 1995 — 1997
MBA, Finance
The University of Western Ontario 1990 — 1993
Bachelor of Arts, Administrative and Commercial Studies
CFA Institute
Chartered Financial Analyst, Finance
ITG January 2011 - Present
ITG May 2010 - December 2010
CIBC World Markets December 2008 - October 2009
CIBC World Markets January 2005 - December 2008
CIBC World Markets January 2000 - January 2005
Skills
Electronic Trading, Foreign Exchange, Business Strategy, Foreign Currency..., e-fx, FX trading, FX Hedging, New Business Development, Business Development, Strategic Planning, Currency, Canadian Securities..., Strategy, Trading Systems, Financial Markets, Capital Markets, E-commerce, Trading Strategies, Investments, Hedging, Options, Derivatives, Equities, Money Market, FX Options, Banking, Emerging Markets, Fixed Income, Proprietary Trading, Trading, Commodity, Prime Brokerage, Hedge Funds, Investment Banking, Start-ups, Market Data, Equity Derivatives, Equity Trading, Swaps, Bloomberg, Market Making, Liquidity, Quantitative Analytics, FX Trading, Risk Management, Management, Securities, Financial Services
Education
McMaster University 1995 — 1997
MBA, Finance
The University of Western Ontario 1990 — 1993
Bachelor of Arts, Administrative and Commercial Studies
CFA Institute
Chartered Financial Analyst, Finance
Christopher Weedon's CIBC World Markets Experience June 2006 - August 2006
Job Senior Hedge Fund Analyst at Saugatuck Energy
Industry Financial Services
Experience
Saugatuck Energy August 2010 - Present
MBIA Insurance Corporation July 2007 - July 2010
Stonnington Group September 2006 - June 2007
USC Marshall School of Business 2005 - 2007
CIBC World Markets June 2006 - August 2006
Lockheed Martin 2002 - 2005
Texas Instruments June 2000 - August 2000
Ford Motor Company June 1999 - August 1999
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Equities, Portfolio Management, Financial Analysis, Corporate Finance, Private Equity, Derivatives, Hedge Funds, Equity Research, Asset Management, Alternative Investments, Due Diligence, Investments
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance
Syracuse University 2002 — 2004
MS, Computer Engineering
Michigan State University 1997 — 2001
BS, Computer Engineering
Saugatuck Energy August 2010 - Present
MBIA Insurance Corporation July 2007 - July 2010
Stonnington Group September 2006 - June 2007
USC Marshall School of Business 2005 - 2007
CIBC World Markets June 2006 - August 2006
Lockheed Martin 2002 - 2005
Texas Instruments June 2000 - August 2000
Ford Motor Company June 1999 - August 1999
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Equities, Portfolio Management, Financial Analysis, Corporate Finance, Private Equity, Derivatives, Hedge Funds, Equity Research, Asset Management, Alternative Investments, Due Diligence, Investments
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance
Syracuse University 2002 — 2004
MS, Computer Engineering
Michigan State University 1997 — 2001
BS, Computer Engineering
Julie Harbey's CIBC World Markets Experience April 2008 - February 2015
Job Equity Capital Markets / Syndicate Manager at Needham & Company
Industry Capital Markets
Experience
Needham & Company March 2015 - Present
CIBC World Markets April 2008 - February 2015
Oppenheimer & Co. January 2008 - March 2008
CIBC World Markets Corp. September 2004 - January 2008
DJV Associates March 2001 - August 2001
Empire Corporate FCU June 2000 - June 2001
Skills
Equities, Equity Capital Markets, Series 63, Deal Execution, Series 24, Cross-border..., Capital Markets, Investment Banking, Bloomberg, Series 7
Education
New York University
BS, Economics
Needham & Company March 2015 - Present
CIBC World Markets April 2008 - February 2015
Oppenheimer & Co. January 2008 - March 2008
CIBC World Markets Corp. September 2004 - January 2008
DJV Associates March 2001 - August 2001
Empire Corporate FCU June 2000 - June 2001
Skills
Equities, Equity Capital Markets, Series 63, Deal Execution, Series 24, Cross-border..., Capital Markets, Investment Banking, Bloomberg, Series 7
Education
New York University
BS, Economics
Lisa (Santollo) Perlowski's CIBC World Markets Experience 1998 - 2001
Job Vedder Price
Industry Financial Services
Experience
Vedder Price February 2015 - Present
Freedom 3 Capital October 2013 - January 2015
AlpInvest Partners Inc April 2001 - November 2012
CIBC World Markets 1998 - 2001
Skills
HR Policies, Recruiting, New Hire Training, Employment Law, Notary Public, Benefit & Payroll..., New Hire Orientation &..., Performance Review..., Confidential..., 401k Plan Administration, Vendor & Contract..., Program & Event..., Coaching
Education
Goal Imagery Institute
Certified Life and Career Coach
New York University
Graduate Certificate, Human Resources Management
Vedder Price February 2015 - Present
Freedom 3 Capital October 2013 - January 2015
AlpInvest Partners Inc April 2001 - November 2012
CIBC World Markets 1998 - 2001
Skills
HR Policies, Recruiting, New Hire Training, Employment Law, Notary Public, Benefit & Payroll..., New Hire Orientation &..., Performance Review..., Confidential..., 401k Plan Administration, Vendor & Contract..., Program & Event..., Coaching
Education
Goal Imagery Institute
Certified Life and Career Coach
New York University
Graduate Certificate, Human Resources Management
Judah Samter's CIBC World Markets Experience October 2003 - October 2009
Job Senior Loan Originator at SIlverpeak Real Estate Finance
Industry Real Estate
Experience
Silverpeak Real Estate Finance July 2014 - Present
Capital One Bank October 2009 - June 2014
CIBC World Markets October 2003 - October 2009
Fitch Ratings October 2001 - October 2003
Skills
Real Estate Development, Asset Management, Negotiation, Loan Origination, Portfolio Management, Structured Finance, Underwriting, Business Strategy, Due Diligence, Real Estate Economics, Capital Markets, Loans, Real Estate, Securitization, Financial Modeling, CMBS, Credit Analysis, Financial Structuring, Credit, Disposition
Education
New York University 2003 — 2006
Masters, Real Estate Finance
Yeshiva University 1996 — 1999
Silverpeak Real Estate Finance July 2014 - Present
Capital One Bank October 2009 - June 2014
CIBC World Markets October 2003 - October 2009
Fitch Ratings October 2001 - October 2003
Skills
Real Estate Development, Asset Management, Negotiation, Loan Origination, Portfolio Management, Structured Finance, Underwriting, Business Strategy, Due Diligence, Real Estate Economics, Capital Markets, Loans, Real Estate, Securitization, Financial Modeling, CMBS, Credit Analysis, Financial Structuring, Credit, Disposition
Education
New York University 2003 — 2006
Masters, Real Estate Finance
Yeshiva University 1996 — 1999
Ash Banayotti's CIBC World Markets Experience 2004 - 2005
Job Director – Coverage & Commercial Banking Unit / Strategy & Performance Measures
Industry Investment Banking
Experience
Credit Agricole CIB August 2005 - January 2014
CIBC World Markets 2004 - 2005
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette Inc. 1999 - 2001
Nomura Securities 1996 - August 1999
Skills
Business Intelligence &..., Sales Performance..., Strategy, SQL /VBA, Dashboard technology:..., Coverage & Relationship..., Equities, Operations, Investment Banking, Capital Markets, Structured Products, Derivatives, Market Risk, Financial Markets, Fixed Income, Structured Finance, Interest Rate..., Strategy & Business..., Commercial Lending &..., Trading Systems, Hedge Funds, Options, Middle Office, Commodity, Management, Banking, Financial Services
Education
New Jersey City University
Credit Agricole CIB August 2005 - January 2014
CIBC World Markets 2004 - 2005
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette Inc. 1999 - 2001
Nomura Securities 1996 - August 1999
Skills
Business Intelligence &..., Sales Performance..., Strategy, SQL /VBA, Dashboard technology:..., Coverage & Relationship..., Equities, Operations, Investment Banking, Capital Markets, Structured Products, Derivatives, Market Risk, Financial Markets, Fixed Income, Structured Finance, Interest Rate..., Strategy & Business..., Commercial Lending &..., Trading Systems, Hedge Funds, Options, Middle Office, Commodity, Management, Banking, Financial Services
Education
New Jersey City University
Costas Kalargiros's CIBC World Markets Experience June 1998 - March 2000
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2011 - Present
J.P. Morgan 2010 - 2011
CommerzBank July 2001 - July 2010
Dresdner Kleinwort Wasserstein 2001 - 2008
PaineWebber March 2000 - July 2001
UBS Investment Bank 2000 - 2001
CIBC World Markets June 1998 - March 2000
Education
New York University 1993 — 1997
New York University
Stern School of Business
B.S, Finance
Morgan Stanley April 2011 - Present
J.P. Morgan 2010 - 2011
CommerzBank July 2001 - July 2010
Dresdner Kleinwort Wasserstein 2001 - 2008
PaineWebber March 2000 - July 2001
UBS Investment Bank 2000 - 2001
CIBC World Markets June 1998 - March 2000
Education
New York University 1993 — 1997
New York University
Stern School of Business
B.S, Finance
Steve Sedmak, CFA's CIBC World Markets Experience February 2001 - January 2003
Job Portfolio Manager at ING Investment Management
Industry Financial Services
Experience
ING Investment Management November 2006 - Present
Stifel Nicolaus December 2005 - October 2006
Legg Mason January 2003 - November 2005
CIBC World Markets February 2001 - January 2003
Merrill Lynch January 2000 - January 2001
Skills
Portfolio Management, Equities, Derivatives, Asset Allocation, Electronic Trading, Bloomberg, Quantitative Finance, Asset Management, Equity Derivatives
Education
New York University 1999 — 2000
M.S., Mathematics of Finance
University of Southern California 1995 — 1999
B.A., Mathematics
University of Southern California 1995 — 1999
B.S., Business Administration - Finance
ING Investment Management November 2006 - Present
Stifel Nicolaus December 2005 - October 2006
Legg Mason January 2003 - November 2005
CIBC World Markets February 2001 - January 2003
Merrill Lynch January 2000 - January 2001
Skills
Portfolio Management, Equities, Derivatives, Asset Allocation, Electronic Trading, Bloomberg, Quantitative Finance, Asset Management, Equity Derivatives
Education
New York University 1999 — 2000
M.S., Mathematics of Finance
University of Southern California 1995 — 1999
B.A., Mathematics
University of Southern California 1995 — 1999
B.S., Business Administration - Finance
Ned Dunleavy's CIBC World Markets Experience September 2000 - June 2001
Job Paralegal at Tentindo, Kendall, Canniff & Keefe LLP
Industry Law Practice
Experience
Tentindo, Kendall, Canniff & Keefe LLP August 2006 - Present
Iannella & Mummolo June 2001 - June 2006
CIBC World Markets September 2000 - June 2001
Skills
Westlaw, Legal Research
Education
Merrimack College 1996 — 2000
Tentindo, Kendall, Canniff & Keefe LLP August 2006 - Present
Iannella & Mummolo June 2001 - June 2006
CIBC World Markets September 2000 - June 2001
Skills
Westlaw, Legal Research
Education
Merrimack College 1996 — 2000
Jesse Bigelow's CIBC World Markets Experience November 1992 - January 2004
Job SVP Institutional Equity Sales at Wedbush Securities
Industry Capital Markets
Experience
Wedbush Securities September 2015 - Present
CRT Capital Group June 2011 - April 2015
Maxim Group June 2007 - June 2011
RBC Carlin October 2004 - December 2006
RBC Capital Markets January 2004 - October 2006
CIBC World Markets November 1992 - January 2004
Skills
Equity Trading, Capital Markets, Equities, Series 7, Series 63
Education
New York University
BA, Economics
Wedbush Securities September 2015 - Present
CRT Capital Group June 2011 - April 2015
Maxim Group June 2007 - June 2011
RBC Carlin October 2004 - December 2006
RBC Capital Markets January 2004 - October 2006
CIBC World Markets November 1992 - January 2004
Skills
Equity Trading, Capital Markets, Equities, Series 7, Series 63
Education
New York University
BA, Economics
David Galison's CIBC World Markets Experience May 2013 - December 2014
Job Vice President, Research Pipelines, Power and Utilities at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. December 2014 - Present
CIBC World Markets May 2013 - December 2014
CIBC World Markets July 2008 - May 2013
Porter Group, LLC July 2000 - September 2007
Behr GmbH & Co. KG September 1998 - July 2000
GNB Technologies June 1997 - September 1998
Tifco Gage & Gear May 1996 - May 1997
Skills
Manufacturing, Automotive, Investment Banking, Equity Research, Capital Markets, Equities, Financial Modeling, Valuation, Bloomberg, Aerospace, Financial Analysis, Financial Markets, Equity Valuation, DCF, Cross-functional Team..., Securities, Business Strategy, Mergers & Acquisitions, Derivatives, Corporate Finance
Education
University of Michigan 2001 — 2005
MBA, Finance
Michigan Technological University 1992 — 1996
BSME, Mechanical Engineering
Northwestern Michigan College 1989 — 1992
Transfer Student, Accounting - Pre-Engineering
Canaccord Genuity Inc. December 2014 - Present
CIBC World Markets May 2013 - December 2014
CIBC World Markets July 2008 - May 2013
Porter Group, LLC July 2000 - September 2007
Behr GmbH & Co. KG September 1998 - July 2000
GNB Technologies June 1997 - September 1998
Tifco Gage & Gear May 1996 - May 1997
Skills
Manufacturing, Automotive, Investment Banking, Equity Research, Capital Markets, Equities, Financial Modeling, Valuation, Bloomberg, Aerospace, Financial Analysis, Financial Markets, Equity Valuation, DCF, Cross-functional Team..., Securities, Business Strategy, Mergers & Acquisitions, Derivatives, Corporate Finance
Education
University of Michigan 2001 — 2005
MBA, Finance
Michigan Technological University 1992 — 1996
BSME, Mechanical Engineering
Northwestern Michigan College 1989 — 1992
Transfer Student, Accounting - Pre-Engineering
Susen Lee's CIBC World Markets Experience June 2013 - Present
Job Consultant at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets June 2013 - Present
CIBC World Markets 2010 - June 2013
Ontario Teachers' Pension Plan February 2009 - June 2009
Various - self employed 2007 - January 2009
E*Trade Technology Corporation 1998 - 2007
Toronto Stock Exchange 1997 - 1998
BMO Nesbitt Burns 1995 - 1996
Price Waterhouse Management Consultants (Hong Kong) 1994 - 1995
Education
McMaster University
MBA, Finance
University of Toronto
BSc, Computer Science
CIBC World Markets June 2013 - Present
CIBC World Markets 2010 - June 2013
Ontario Teachers' Pension Plan February 2009 - June 2009
Various - self employed 2007 - January 2009
E*Trade Technology Corporation 1998 - 2007
Toronto Stock Exchange 1997 - 1998
BMO Nesbitt Burns 1995 - 1996
Price Waterhouse Management Consultants (Hong Kong) 1994 - 1995
Education
McMaster University
MBA, Finance
University of Toronto
BSc, Computer Science
Crystal Dahlhaus's CIBC World Markets Experience 2007 - 2008
Job Mathematics Teacher at Summit High School
Industry Education Management
Experience
Summit High School August 2009 - Present
Summit High School November 2008 - Present
Oppenheimer & Co. 2008 - November 2008
CIBC World Markets 2007 - 2008
CIBC World Markets May 2006 - August 2006
Education
Montclair State University 2003 — 2007
B.S., Mathematics with a Concentration in Finance, Mathematics Education
Summit High School August 2009 - Present
Summit High School November 2008 - Present
Oppenheimer & Co. 2008 - November 2008
CIBC World Markets 2007 - 2008
CIBC World Markets May 2006 - August 2006
Education
Montclair State University 2003 — 2007
B.S., Mathematics with a Concentration in Finance, Mathematics Education
Milan Vukelic's CIBC World Markets Experience 2005 - 2008
Job Operational Risk Manager at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2011 - Present
WestLB 2008 - August 2011
CIBC World Markets 2005 - 2008
Nomura / Moody's July 2004 - April 2005
First Data Corporation 2003 - 2004
The Bank of New York 2001 - 2003
JPMorgan Chase 1994 - 2001
Sargoy, Stein, Rosen & Shapiro 1993 - 1994
Merrill Lynch 1990 - 1992
Skills
Auditing, CPA, Capital Markets, Commercial Banking, Derivatives, Enterprise Risk..., FX Options, IT Audit, Internal Audit, Investment Banking, Operational Risk, Operational Risk..., Retail Banking, Risk Management, Sarbanes-Oxley Act, Trading, Treasury
Education
Saint John's University 1993 — 1996
MBA, Accounting
New York University 1986 — 1990
BS, Finance & International Business
RBC Capital Markets August 2011 - Present
WestLB 2008 - August 2011
CIBC World Markets 2005 - 2008
Nomura / Moody's July 2004 - April 2005
First Data Corporation 2003 - 2004
The Bank of New York 2001 - 2003
JPMorgan Chase 1994 - 2001
Sargoy, Stein, Rosen & Shapiro 1993 - 1994
Merrill Lynch 1990 - 1992
Skills
Auditing, CPA, Capital Markets, Commercial Banking, Derivatives, Enterprise Risk..., FX Options, IT Audit, Internal Audit, Investment Banking, Operational Risk, Operational Risk..., Retail Banking, Risk Management, Sarbanes-Oxley Act, Trading, Treasury
Education
Saint John's University 1993 — 1996
MBA, Accounting
New York University 1986 — 1990
BS, Finance & International Business
Michael Squires's CIBC World Markets Experience April 2013 - December 2013
Job CMBS Origination at Rialto Capital Management
Industry Real Estate
Experience
Rialto Capital Management February 2014 - Present
CIBC World Markets April 2013 - December 2013
Citigroup November 2010 - April 2013
Whitman Alumni Club of NYC 2008 - June 2012
M&T Bank August 2007 - November 2010
Meridian Capital Group July 2006 - August 2007
Skills
Real Estate Economics, Valuation, Asset Managment, Loans, Investments, Due Diligence, Financial Modeling, Commercial Mortgages, Underwriting, Real Estate, Financial Analysis, Mortgage Lending, Capital Markets, CMBS, Real Estate Financing
Education
New York University 2009 — 2011
M.S., Real Estate Finance and Investment
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science, Finance / Entrepreneurship and Emerging Enterprises
Rialto Capital Management February 2014 - Present
CIBC World Markets April 2013 - December 2013
Citigroup November 2010 - April 2013
Whitman Alumni Club of NYC 2008 - June 2012
M&T Bank August 2007 - November 2010
Meridian Capital Group July 2006 - August 2007
Skills
Real Estate Economics, Valuation, Asset Managment, Loans, Investments, Due Diligence, Financial Modeling, Commercial Mortgages, Underwriting, Real Estate, Financial Analysis, Mortgage Lending, Capital Markets, CMBS, Real Estate Financing
Education
New York University 2009 — 2011
M.S., Real Estate Finance and Investment
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science, Finance / Entrepreneurship and Emerging Enterprises
Julie Camick's CIBC World Markets Experience May 2004 - December 2005
Job PMO Lead RBC myWorkspace Program
Industry Information Technology and Services
Experience
RBC March 2013 - Present
RBC May 2012 - March 2013
Rogers Communications August 2011 - May 2012
CIBC, Infrastructure Business Systems March 2010 - April 2012
CIBC Wealth Management January 2009 - March 2010
CIBC Wealth Management Technology July 2007 - January 2009
GTAA April 2005 - June 2007
Hydro One - Inergi February 2006 - April 2006
CIBC World Markets May 2004 - December 2005
CIBC World Markets July 2003 - April 2004
Skills
SDLC, Requirements Gathering, PMO, Vendor Management, Quality Assurance, Business Requirements, PMP, Software Project..., Project Portfolio..., Project Delivery, Management, IT Strategy, Integration, Requirements Analysis, Resource Management, Software Documentation, Team Leadership, User Acceptance Testing
Education
Niagara College
Diploma, Computer Programming
RBC March 2013 - Present
RBC May 2012 - March 2013
Rogers Communications August 2011 - May 2012
CIBC, Infrastructure Business Systems March 2010 - April 2012
CIBC Wealth Management January 2009 - March 2010
CIBC Wealth Management Technology July 2007 - January 2009
GTAA April 2005 - June 2007
Hydro One - Inergi February 2006 - April 2006
CIBC World Markets May 2004 - December 2005
CIBC World Markets July 2003 - April 2004
Skills
SDLC, Requirements Gathering, PMO, Vendor Management, Quality Assurance, Business Requirements, PMP, Software Project..., Project Portfolio..., Project Delivery, Management, IT Strategy, Integration, Requirements Analysis, Resource Management, Software Documentation, Team Leadership, User Acceptance Testing
Education
Niagara College
Diploma, Computer Programming
Desiree (Cordingley) Davis's CIBC World Markets Experience 2005 - 2005
Job Senior Vice President, External Manager Solutions at Bessemer Trust
Industry Banking
Experience
Bessemer Trust January 2011 - Present
Piper Jaffray July 2006 - December 2010
CIBC World Markets 2005 - 2005
Bessemer Trust June 2000 - June 2004
Skills
Fund Of Funds, Restructuring, Equities, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Investment Banking, Private Equity, Portfolio Management, Investor Relations, Securities, Bloomberg, Structured Finance, Investment Advisory, Financial Services, Investment Management, Capital Markets, Series 63, Emerging Markets, Hedge Funds, Venture Capital, Equity Research, Asset Management, Investments, Equity Valuation
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Miami University 1996 — 2000
BS, Finance, General
Bessemer Trust January 2011 - Present
Piper Jaffray July 2006 - December 2010
CIBC World Markets 2005 - 2005
Bessemer Trust June 2000 - June 2004
Skills
Fund Of Funds, Restructuring, Equities, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Investment Banking, Private Equity, Portfolio Management, Investor Relations, Securities, Bloomberg, Structured Finance, Investment Advisory, Financial Services, Investment Management, Capital Markets, Series 63, Emerging Markets, Hedge Funds, Venture Capital, Equity Research, Asset Management, Investments, Equity Valuation
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Miami University 1996 — 2000
BS, Finance, General
Ronald Levine's CIBC World Markets Experience 2000 - 2001
Job Managing Director at Meridian Capital Group
Industry Real Estate
Experience
Meridian Capital Group Vice PresidentKushner Companies2001 - 2005
CIBC World Markets 2000 - 2001
Education
New York University 1999 — 2001
Masters, Real Estate
Tulane University - A.B. Freeman School of Business 1994 — 1997
Tulane University 1993 — 1997
Meridian Capital Group Vice PresidentKushner Companies2001 - 2005
CIBC World Markets 2000 - 2001
Education
New York University 1999 — 2001
Masters, Real Estate
Tulane University - A.B. Freeman School of Business 1994 — 1997
Tulane University 1993 — 1997
Allan Mishan's CIBC World Markets Experience January 2001 - January 2008
Job Director of Investments at Seven Mile Energy
Industry Financial Services
Experience
Seven Mile Energy July 2012 - Present
ESA Investments LLC July 2010 - June 2012
Brigantine Advisors May 2009 - June 2010
Oppenheimer & Co. January 2008 - September 2008
CIBC World Markets January 2001 - January 2008
Skills
Alternative Investments, Financial Statement..., Cash Flow Forecasting, Equity Research, Equities, Hedge Funds, Financial Modeling, Investments, Series 7, Capital Markets, Valuation, Equity Valuation
Education
New York University 1997 — 2001
B.S., Finance and Accounting (Double Major)
Seven Mile Energy July 2012 - Present
ESA Investments LLC July 2010 - June 2012
Brigantine Advisors May 2009 - June 2010
Oppenheimer & Co. January 2008 - September 2008
CIBC World Markets January 2001 - January 2008
Skills
Alternative Investments, Financial Statement..., Cash Flow Forecasting, Equity Research, Equities, Hedge Funds, Financial Modeling, Investments, Series 7, Capital Markets, Valuation, Equity Valuation
Education
New York University 1997 — 2001
B.S., Finance and Accounting (Double Major)
Ken Deen's CIBC World Markets Experience June 2006 - June 2010
Job Calypso Developer at HSBC Securities
Industry Financial Services
Experience
HSBC Securities November 2009 - Present
CIBC World Markets June 2006 - June 2010
CIBC World Markets April 1999 - June 2006
Skills
Investment Banking
Education
New York University
BS, Computer Science
Queens College
BS, Computer Science
HSBC Securities November 2009 - Present
CIBC World Markets June 2006 - June 2010
CIBC World Markets April 1999 - June 2006
Skills
Investment Banking
Education
New York University
BS, Computer Science
Queens College
BS, Computer Science
Bryant Powell's CIBC World Markets Experience October 1998 - July 2000
Job Global Command Center Specialist at Baxter Healthcare
Industry Information Technology and Services
Experience
Baxter Healthcare September 2008 - Present
Baxter Healthcare May 2005 - September 2008
UOP October 2003 - May 2005
CIBC World Markets October 1998 - July 2000
Canadian Imperial Bank of Commerce (CIBC) June 1987 - October 1998
Education
Northwestern University 1984 — 1987
Baxter Healthcare September 2008 - Present
Baxter Healthcare May 2005 - September 2008
UOP October 2003 - May 2005
CIBC World Markets October 1998 - July 2000
Canadian Imperial Bank of Commerce (CIBC) June 1987 - October 1998
Education
Northwestern University 1984 — 1987
Nick McFaul's CIBC World Markets Experience July 2009 - August 2011
Job Infrastructure Architect at TD
Industry Financial Services
Experience
TD August 2011 - Present
CIBC World Markets July 2009 - August 2011
RPM Systems and Consulting Inc. January 2006 - August 2010
Hewlett-Packard November 2003 - March 2009
RBC January 2006 - July 2007
CIBC January 2001 - November 2003
Skills
Websphere, Solaris, Apache, iPlanet, EMC Storage, IBM Certified, Linux, Ruby, Ruby on Rails, Telecom BSS, Weblogic, Architecture
Education
Mohawk College 1998 — 2000
TD August 2011 - Present
CIBC World Markets July 2009 - August 2011
RPM Systems and Consulting Inc. January 2006 - August 2010
Hewlett-Packard November 2003 - March 2009
RBC January 2006 - July 2007
CIBC January 2001 - November 2003
Skills
Websphere, Solaris, Apache, iPlanet, EMC Storage, IBM Certified, Linux, Ruby, Ruby on Rails, Telecom BSS, Weblogic, Architecture
Education
Mohawk College 1998 — 2000
Ishri Jokhu's CIBC World Markets Experience September 1998 - February 2000
Job SR. Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2002 - Present
Fidelity Investments Canada January 2000 - February 2002
CIBC World Markets September 1998 - February 2000
Education
Mohawk College 1994 — 1996
Technology Systems Diploma
McMaster University 1990 — 1994
Bachelors in Physical Education
Fidelity Investments March 2002 - Present
Fidelity Investments Canada January 2000 - February 2002
CIBC World Markets September 1998 - February 2000
Education
Mohawk College 1994 — 1996
Technology Systems Diploma
McMaster University 1990 — 1994
Bachelors in Physical Education
Raveesh Raina's CIBC World Markets Experience January 2012 - April 2014
Job Salesforce Consultant & Project Manager at Shift CRM
Industry Information Technology and Services
Experience
Shift CRM April 2014 - Present
CIBC World Markets January 2012 - April 2014
CIBC World Markets February 2010 - January 2012
RAND Worldwide October 2009 - February 2010
CRM Advantage, LLC November 2008 - February 2009
Peri Software Solutions May 2006 - September 2008
Skills
Business Analysis, CRM, Salesforce.com, SDLC, Business Requirements, Requirements Analysis, Business Process, Project Delivery, Program Management, Software Documentation, Project Management, Customer Service, Customer Relations, Documentation, Salesforce.com..., Salesforce.com..., SaaS, Cloud Computing, Cross-functional Team...
Education
New Jersey Institute of Technology 2004 — 2006
BSET, Mechanical Engineering
Al Nahda National Schools 1993 — 2001
A Levels, Sciences
Shift CRM April 2014 - Present
CIBC World Markets January 2012 - April 2014
CIBC World Markets February 2010 - January 2012
RAND Worldwide October 2009 - February 2010
CRM Advantage, LLC November 2008 - February 2009
Peri Software Solutions May 2006 - September 2008
Skills
Business Analysis, CRM, Salesforce.com, SDLC, Business Requirements, Requirements Analysis, Business Process, Project Delivery, Program Management, Software Documentation, Project Management, Customer Service, Customer Relations, Documentation, Salesforce.com..., Salesforce.com..., SaaS, Cloud Computing, Cross-functional Team...
Education
New Jersey Institute of Technology 2004 — 2006
BSET, Mechanical Engineering
Al Nahda National Schools 1993 — 2001
A Levels, Sciences
Ken Dinshaw's CIBC World Markets Experience September 2006 - July 2007
Job Business System Analyst at Manulife Securities
Industry Computer Software
Experience
Manulife Securities February 2015 - Present
Adastra at CIBC Wealth Management IT November 2013 - December 2014
RBC Investor Services June 2012 - July 2013
RBC Investor Services June 2011 - June 2012
RBC Corporate Treasury September 2010 - April 2011
Scotiabank - Enterprise Data Warehouse August 2009 - August 2010
TD Waterhouse / CGI November 2008 - 2009
CIBC Collections Technology July 2007 - September 2008
CIBC World Markets September 2006 - July 2007
Moneris Solutions April 2005 - August 2006
Skills
Business Analysis, Business Requirements, SDLC, Business Process, Analysis, Testing, Requirements Gathering, User Acceptance Testing, Visio, Requirements Analysis, Banking, Process Engineering, Documentation, Business Process Design, SharePoint, Data Analysis, Data Warehousing, Business Intelligence, IT Strategy, PMO, Project Delivery, Software Project..., Solution Architecture, Business Process..., Software Documentation, Project Planning
Education
Institute of Computer Studies 1997 — 1998
Diploma, Software Development
Institute of Chartered Financial Analysts 1996 — 1997
Level 1, Investments
Canadian Securities Institute 1994 — 1995
Canadian Securities Course, Investments
York University 1990 — 1992
BA, Economics
McMaster University 1987 — 1990
BA, Political Science
Manulife Securities February 2015 - Present
Adastra at CIBC Wealth Management IT November 2013 - December 2014
RBC Investor Services June 2012 - July 2013
RBC Investor Services June 2011 - June 2012
RBC Corporate Treasury September 2010 - April 2011
Scotiabank - Enterprise Data Warehouse August 2009 - August 2010
TD Waterhouse / CGI November 2008 - 2009
CIBC Collections Technology July 2007 - September 2008
CIBC World Markets September 2006 - July 2007
Moneris Solutions April 2005 - August 2006
Skills
Business Analysis, Business Requirements, SDLC, Business Process, Analysis, Testing, Requirements Gathering, User Acceptance Testing, Visio, Requirements Analysis, Banking, Process Engineering, Documentation, Business Process Design, SharePoint, Data Analysis, Data Warehousing, Business Intelligence, IT Strategy, PMO, Project Delivery, Software Project..., Solution Architecture, Business Process..., Software Documentation, Project Planning
Education
Institute of Computer Studies 1997 — 1998
Diploma, Software Development
Institute of Chartered Financial Analysts 1996 — 1997
Level 1, Investments
Canadian Securities Institute 1994 — 1995
Canadian Securities Course, Investments
York University 1990 — 1992
BA, Economics
McMaster University 1987 — 1990
BA, Political Science
Rimas Siulys's CIBC World Markets Experience 1992 - 2006
Job Managing Director at ATB Financial
Industry Banking
Experience
ATB Financial February 2006 - Present
CIBC World Markets 1992 - 2006
CIBC 1995 - 2005
Skills
Basel II, Market Risk, Derivatives, Banking, Capital Markets, Fixed Income, Credit Risk, FX Options, Portfolio Management, Financial Risk, Investment Banking, Hedging
Education
McMaster University
HBSc, Economics
University of Waterloo - St. Jerome's University
ATB Financial February 2006 - Present
CIBC World Markets 1992 - 2006
CIBC 1995 - 2005
Skills
Basel II, Market Risk, Derivatives, Banking, Capital Markets, Fixed Income, Credit Risk, FX Options, Portfolio Management, Financial Risk, Investment Banking, Hedging
Education
McMaster University
HBSc, Economics
University of Waterloo - St. Jerome's University
David Conaghan's CIBC World Markets Experience President, National Alumni AssociationMount Saint Mary's UniversityJune 2009 - June 2013
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets President, National Alumni AssociationMount Saint Mary's UniversityJune 2009 - June 2013
Oppenheimer & Co. 1982 - 1998
Education
Mount St. Mary's University 1977 — 1981
BS, Accounting
CIBC World Markets President, National Alumni AssociationMount Saint Mary's UniversityJune 2009 - June 2013
Oppenheimer & Co. 1982 - 1998
Education
Mount St. Mary's University 1977 — 1981
BS, Accounting
Josh Hogarth's CIBC World Markets Experience 1999 - 2007
Job Executive Director at CIBC
Industry Investment Banking
Experience
CIBC November 2012 - Present
CIBC March 2010 - November 2012
Oppenheimer & Co. January 2008 - September 2008
CIBC World Markets 1999 - 2007
Skills
Portfolio Management
Education
McMaster University 1997 — 1999
Masters of Business Administration, Finance
Wilfrid Laurier University 1993 — 1996
Bachelor of Arts, Economics
CIBC November 2012 - Present
CIBC March 2010 - November 2012
Oppenheimer & Co. January 2008 - September 2008
CIBC World Markets 1999 - 2007
Skills
Portfolio Management
Education
McMaster University 1997 — 1999
Masters of Business Administration, Finance
Wilfrid Laurier University 1993 — 1996
Bachelor of Arts, Economics
Wayne Dovan's CIBC World Markets Experience May 2014 - August 2015
Job Product Specialist at Brevan Howard
Industry Capital Markets
Experience
Brevan Howard September 2015 - Present
CIBC World Markets May 2014 - August 2015
Annaly Capital Management/RCap Securities, Inc. May 2013 - April 2014
Sanctum FI LLP April 2012 - November 2012
Jefferies & Company May 2009 - March 2012
Merrill Lynch September 1999 - January 2009
TNS 1992 - 1996
Skills
Rates, Proprietary Trading, Options, Securities, Trading Systems, Financial Markets, Emerging Markets, Portfolio Management, FX Options, Equity Trading, Fixed Income, Hedge Funds, Derivatives, Bonds, Bloomberg, Investments, Prime Brokerage, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Messiah College 1987 — 1991
BA, Mathematics
Brevan Howard September 2015 - Present
CIBC World Markets May 2014 - August 2015
Annaly Capital Management/RCap Securities, Inc. May 2013 - April 2014
Sanctum FI LLP April 2012 - November 2012
Jefferies & Company May 2009 - March 2012
Merrill Lynch September 1999 - January 2009
TNS 1992 - 1996
Skills
Rates, Proprietary Trading, Options, Securities, Trading Systems, Financial Markets, Emerging Markets, Portfolio Management, FX Options, Equity Trading, Fixed Income, Hedge Funds, Derivatives, Bonds, Bloomberg, Investments, Prime Brokerage, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Messiah College 1987 — 1991
BA, Mathematics
Nelson Claros's CIBC World Markets Experience March 2002 - May 2012
Job Vice President at BNP Paribas
Industry Banking
Experience
BNP Paribas May 2013 - Present
BNP Paribas May 2012 - May 2013
CIBC World Markets March 2002 - May 2012
United Fishing Association 2001 - 2002
Media Technology Group 2000 - 2001
Skills
Business Analysis, Project Management, Management, Informatica, Web Design, Service Level Agreements, Graphic Design, Oracle Warehouse Builder, Cognos ReportNet, Financial Services, Business Intelligence, Data Warehousing, Business, Outsourcing, Securities, Banking, Investment Banking, Risk Management, Fixed Income, Equities
Education
New York Institute of Technology 1986 — 1989
BNP Paribas May 2013 - Present
BNP Paribas May 2012 - May 2013
CIBC World Markets March 2002 - May 2012
United Fishing Association 2001 - 2002
Media Technology Group 2000 - 2001
Skills
Business Analysis, Project Management, Management, Informatica, Web Design, Service Level Agreements, Graphic Design, Oracle Warehouse Builder, Cognos ReportNet, Financial Services, Business Intelligence, Data Warehousing, Business, Outsourcing, Securities, Banking, Investment Banking, Risk Management, Fixed Income, Equities
Education
New York Institute of Technology 1986 — 1989
Andrew Woolford's CIBC World Markets Experience 1996 - 2004
Job Managing Director at Jefferies & Company
Industry Banking
Experience
Jefferies LLC March 2004 - Present
CIBC World Markets 1996 - 2004
Skills
LBO, Fixed Income, High Yield, Leveraged Finance, Loans, Mezzanine, Capital Markets
Education
Middlebury College
BA, English Language and Literature, General
The Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
Jefferies LLC March 2004 - Present
CIBC World Markets 1996 - 2004
Skills
LBO, Fixed Income, High Yield, Leveraged Finance, Loans, Mezzanine, Capital Markets
Education
Middlebury College
BA, English Language and Literature, General
The Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
Amin Farbod's CIBC World Markets Experience January 2010 - March 2014
Job
Industry Investment Banking
Experience
BMO Capital Markets March 2014 - Present
CIBC World Markets January 2010 - March 2014
Education
University of Toronto 2005 — 2009
PhD, Electrical and Computer Engineering
McMaster University 2003 — 2005
M.A.Sc., Electrical and Computer Engineering
BMO Capital Markets March 2014 - Present
CIBC World Markets January 2010 - March 2014
Education
University of Toronto 2005 — 2009
PhD, Electrical and Computer Engineering
McMaster University 2003 — 2005
M.A.Sc., Electrical and Computer Engineering
Sean Peasgood's CIBC World Markets Experience April 2005 - September 2009
Job President & CEO at Sophic Capital
Industry Financial Services
Experience
Sophic Capital Inc. January 2013 - Present
Clarus Securities April 2012 - January 2013
Wellington West Capital Markets October 2009 - April 2012
CIBC World Markets April 2005 - September 2009
Skills
Capital Markets, Equity Research, Equities, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Investor Relations, Mergers, Investments, IPO, Equity Valuation, Industry Analysis, DCF, Market Research, Business Strategy, Business Valuation, Due Diligence, Financial Markets, Strategic Analysis, Cleantech, Clean Technology, Technology, Private Equity, Private Placements, Hedge Funds, private, Strategic Communications, Venture Capital, Securities, Capital, Alternative Investments, Portfolio Management, Competitive Analysis, Mergers & Acquisitions, Strategy, Bloomberg, Analysis
Education
Saint Mary's University 2003 — 2005
MBA, Finance and Strategic Management
McMaster University 1996 — 1999
Honours BSc, Science (Biology and Psychology)
Sophic Capital Inc. January 2013 - Present
Clarus Securities April 2012 - January 2013
Wellington West Capital Markets October 2009 - April 2012
CIBC World Markets April 2005 - September 2009
Skills
Capital Markets, Equity Research, Equities, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Investor Relations, Mergers, Investments, IPO, Equity Valuation, Industry Analysis, DCF, Market Research, Business Strategy, Business Valuation, Due Diligence, Financial Markets, Strategic Analysis, Cleantech, Clean Technology, Technology, Private Equity, Private Placements, Hedge Funds, private, Strategic Communications, Venture Capital, Securities, Capital, Alternative Investments, Portfolio Management, Competitive Analysis, Mergers & Acquisitions, Strategy, Bloomberg, Analysis
Education
Saint Mary's University 2003 — 2005
MBA, Finance and Strategic Management
McMaster University 1996 — 1999
Honours BSc, Science (Biology and Psychology)
Suhail A. Shaikh's CIBC World Markets Experience July 2002 - July 2005
Job Partner at Solar Capital Partners LLC
Industry Investment Management
Experience
Solar Capital Partners LLC July 2011 - Present
Bank of America Merrill Lynch August 2005 - July 2011
CIBC World Markets July 2002 - July 2005
J.P. Morgan August 1996 - July 2002
Bankers Trust June 1991 - June 1994
Skills
Credit, Private Equity, Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Middlebury College 1987 — 1991
AB, Economics and Computer Science
Karachi Grammar School 1971 — 1986
A Levels
Solar Capital Partners LLC July 2011 - Present
Bank of America Merrill Lynch August 2005 - July 2011
CIBC World Markets July 2002 - July 2005
J.P. Morgan August 1996 - July 2002
Bankers Trust June 1991 - June 1994
Skills
Credit, Private Equity, Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Middlebury College 1987 — 1991
AB, Economics and Computer Science
Karachi Grammar School 1971 — 1986
A Levels
Samir Jagad's CIBC World Markets Experience March 1999 - July 2004
Job Sybase DBA, Sr. Advisor at AIM Specialty Health
Industry Information Technology and Services
Experience
AIM Specialty Health March 2011 - Present
Self Employed July 2004 - March 2011
Humana 2010 - 2011
CIBC World Markets March 1999 - July 2004
Cambridge Technology Partners April 1997 - March 1999
Siemens Medical Systems January 1994 - April 1997
Siemens Hearing Instruments August 1987 - January 1994
Skills
Databases, Microsoft SQL Server, Software Development, Integration, Unix, Testing, Data Warehousing, Database Design, Perl, Visual Basic, T-SQL, Data Modeling, Software Documentation, Crystal Reports, Shell Scripting, Sybase, Performance Tuning, Data Migration, SDLC, Servers, Troubleshooting, Stored Procedures, Database Administration, High Availability, Technical Support, ETL, Erwin, Visio, SQL Tuning
Education
New Jersey Institute of Technology 1985 — 1987
Bio-Medical Engineering
Government Polytechnic 1981 — 1983
Bachelor of Science (BS), Biomedical engineering
Government Polytechnic 1978 — 1981
Bachelor of Science (BS), Electrical and Electronics Engineering
AIM Specialty Health March 2011 - Present
Self Employed July 2004 - March 2011
Humana 2010 - 2011
CIBC World Markets March 1999 - July 2004
Cambridge Technology Partners April 1997 - March 1999
Siemens Medical Systems January 1994 - April 1997
Siemens Hearing Instruments August 1987 - January 1994
Skills
Databases, Microsoft SQL Server, Software Development, Integration, Unix, Testing, Data Warehousing, Database Design, Perl, Visual Basic, T-SQL, Data Modeling, Software Documentation, Crystal Reports, Shell Scripting, Sybase, Performance Tuning, Data Migration, SDLC, Servers, Troubleshooting, Stored Procedures, Database Administration, High Availability, Technical Support, ETL, Erwin, Visio, SQL Tuning
Education
New Jersey Institute of Technology 1985 — 1987
Bio-Medical Engineering
Government Polytechnic 1981 — 1983
Bachelor of Science (BS), Biomedical engineering
Government Polytechnic 1978 — 1981
Bachelor of Science (BS), Electrical and Electronics Engineering
Danny Conte, CISSP, CEH, CRISC's CIBC World Markets Experience 1998 - 2000
Job Information Security Architect at OLG
Industry Gambling & Casinos
Experience
OLG 2005 - Present
OLG 2004 - 2009
WSIB 2002 - 2003
Manulife Financial 2000 - 2002
CIBC World Markets 1998 - 2000
CIBC world markets 1998 - 2000
Bell Canada 1995 - 1998
Skills
Internet Security, Security Management, Enterprise Architecture, CISSP, Intrusion Detection, COBIT, Penetration Testing, Network Security, Security, Vulnerability Assessment, Firewalls, Cisco, IT Governance, Risk Assessment, Risk Management, Identity Management, Security Architecture..., Information Security..., ISO 27001, Cisco Technologies, Information Security, Security Incident..., Security Incident &..., Information Security..., Information Security..., SABSA, Network Architecture, TCP/IP, Networking, Information Technology, Disaster Recovery, Security Audits, Unix, Governance, System Deployment, Computer Security, CISA, Vulnerability Management, Architecture, Business Continuity, PCI DSS, CEH, Security Awareness, Enterprise Software, Vulnerability Scanning, Application Security, IT Audit, Nessus, IDS, Cloud Security
Education
Mohawk College 1985 — 1987
Computer Technician/Engineer
OLG 2005 - Present
OLG 2004 - 2009
WSIB 2002 - 2003
Manulife Financial 2000 - 2002
CIBC World Markets 1998 - 2000
CIBC world markets 1998 - 2000
Bell Canada 1995 - 1998
Skills
Internet Security, Security Management, Enterprise Architecture, CISSP, Intrusion Detection, COBIT, Penetration Testing, Network Security, Security, Vulnerability Assessment, Firewalls, Cisco, IT Governance, Risk Assessment, Risk Management, Identity Management, Security Architecture..., Information Security..., ISO 27001, Cisco Technologies, Information Security, Security Incident..., Security Incident &..., Information Security..., Information Security..., SABSA, Network Architecture, TCP/IP, Networking, Information Technology, Disaster Recovery, Security Audits, Unix, Governance, System Deployment, Computer Security, CISA, Vulnerability Management, Architecture, Business Continuity, PCI DSS, CEH, Security Awareness, Enterprise Software, Vulnerability Scanning, Application Security, IT Audit, Nessus, IDS, Cloud Security
Education
Mohawk College 1985 — 1987
Computer Technician/Engineer
Natalie Ulloa's CIBC World Markets Experience July 2006 - July 2009
Job Vice President at Barclays
Industry Real Estate
Experience
Barclays January 2015 - Present
Fitch Ratings May 2011 - January 2015
Capital One May 2010 - May 2011
CIBC World Markets July 2006 - July 2009
Education
New York University 2005 — 2007
M.S.
University of Miami
BBA
Barclays January 2015 - Present
Fitch Ratings May 2011 - January 2015
Capital One May 2010 - May 2011
CIBC World Markets July 2006 - July 2009
Education
New York University 2005 — 2007
M.S.
University of Miami
BBA
Robert Buxton's CIBC World Markets Experience 1993 - 2008
Job Partner at America's Growth Capital
Industry Investment Banking
Experience
AGC Partners 2009 - Present
Yorkville Advisors, LLC 2008 - 2008
CIBC World Markets 1993 - 2008
Skills
Private Equity, Investment Banking, Venture Capital, Valuation, Corporate Development, IPO, M&A experience, Mergers & Acquisitions, Capital Markets, Corporate Finance, Private Placements, Business Valuation, Due Diligence, Financial Structuring, LBO, Start-ups
Education
University of North Carolina at Chapel Hill 1985 — 1987
MBA
Millsaps College 1981 — 1985
BS, Economics
AGC Partners 2009 - Present
Yorkville Advisors, LLC 2008 - 2008
CIBC World Markets 1993 - 2008
Skills
Private Equity, Investment Banking, Venture Capital, Valuation, Corporate Development, IPO, M&A experience, Mergers & Acquisitions, Capital Markets, Corporate Finance, Private Placements, Business Valuation, Due Diligence, Financial Structuring, LBO, Start-ups
Education
University of North Carolina at Chapel Hill 1985 — 1987
MBA
Millsaps College 1981 — 1985
BS, Economics
Lori Weitz's CIBC World Markets Experience June 2001 - October 2004
Job Primary Instruction Tutor (Math & Reading) at Kumon,
Industry Financial Services
Experience
Cobble Hill Think Tank 2012 - 2013
Thomson Reuters April 2006 - August 2011
Lehman Brothers Holdings Inc. November 2004 - March 2006
CIBC World Markets June 2001 - October 2004
Skills
Client Training, Tutoring, Trading, Equities, Fixed Income, PowerPoint, Data Analysis, Microsoft Excel, Derivatives, Corporate Finance
Education
Muhlenberg College 1998 — 2002
BA, Economics
Cobble Hill Think Tank 2012 - 2013
Thomson Reuters April 2006 - August 2011
Lehman Brothers Holdings Inc. November 2004 - March 2006
CIBC World Markets June 2001 - October 2004
Skills
Client Training, Tutoring, Trading, Equities, Fixed Income, PowerPoint, Data Analysis, Microsoft Excel, Derivatives, Corporate Finance
Education
Muhlenberg College 1998 — 2002
BA, Economics
John Zamparo, CFA, CA's CIBC World Markets Experience March 2014 - Present
Job Associate, Consumer Products at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets March 2014 - Present
McDonald's Corporation March 2011 - February 2014
Deloitte & Touche September 2009 - February 2011
Deloitte September 2007 - September 2009
PwC August 2005 - September 2006
Skills
Financial Reporting, Financial Analysis, Finance, Financial Modeling, Internal Controls, Accounting, Financial Accounting, Tax
Education
CFA Institute
CFA Charterholder, 2012
Institute of Chartered Accountants of Ontario
CA, 2009
McMaster University 2002 — 2007
Honours Bachelor of Commerce
CIBC World Markets March 2014 - Present
McDonald's Corporation March 2011 - February 2014
Deloitte & Touche September 2009 - February 2011
Deloitte September 2007 - September 2009
PwC August 2005 - September 2006
Skills
Financial Reporting, Financial Analysis, Finance, Financial Modeling, Internal Controls, Accounting, Financial Accounting, Tax
Education
CFA Institute
CFA Charterholder, 2012
Institute of Chartered Accountants of Ontario
CA, 2009
McMaster University 2002 — 2007
Honours Bachelor of Commerce
wbensa cornielle's CIBC World Markets Experience April 1998 - May 2005
Job Controller at MedSave USA, Inc.
Industry Insurance
Experience
MedSave USA, Inc. April 2011 - Present
MedSave USA April 2006 - March 2010
CIBC World Markets April 1998 - May 2005
Education
Nassau Community College 1993 — 1996
ASS, Computer Science
Dominican University O&M 1984 — 1989
BA, Accounting
MedSave USA, Inc. April 2011 - Present
MedSave USA April 2006 - March 2010
CIBC World Markets April 1998 - May 2005
Education
Nassau Community College 1993 — 1996
ASS, Computer Science
Dominican University O&M 1984 — 1989
BA, Accounting
Steve Faucher's CIBC World Markets Experience August 2010 - Present
Job Supervisory Analyst at CIBC World Markets
Industry Banking
Experience
CIBC World Markets August 2010 - Present
Société Générale May 2007 - August 2010
Citi January 2004 - May 2007
Skills
Microsoft Office
Education
New York University 1990 — 1992
Master of Business Administration (MBA), International Finance
CIBC World Markets August 2010 - Present
Société Générale May 2007 - August 2010
Citi January 2004 - May 2007
Skills
Microsoft Office
Education
New York University 1990 — 1992
Master of Business Administration (MBA), International Finance
Daniela Skoric's CIBC World Markets Experience September 2003 - January 2004
Job Software Developer at FirstOntario Credit Union
Industry Banking
Experience
FirstOntario Credit Union January 2006 - Present
CIBC Mortgages April 2004 - September 2004
CIBC World Markets September 2003 - January 2004
Skills
ASP.NET AJAX, COBOL, C++, C#, HTML, XHTML, JavaScript, Perl, PHP, RPG, Shell Scripting, SQL, T-SQL, XML, XSL, WSDL, Visual Basic, DB2, Microsoft SQL Server, MySQL, Oracle SQL, IBM AS/400, IBM iSeries, DOS, Linux, Unix, Apache, Tomcat, IIS, WPF, WPF Development, WCF Services, XAML, JSON, REST, Microsoft Office..., SharePoint Designer, Visual Studio, Workflow Applications, Workflow Management, ASP, .NET, VB.NET, WCF, MVVM, ADO.NET, Oracle, ASP.NET, OOP, Web Services
Education
Global Knowledge 2015 — 2015
Core Solutions of Microsoft SharePoint Server 2013
SharePoint Solutions 2008 — 2008
MOSS Branding & Design
Pilothouse Consulting 2007 — 2007
MOSS Development & Design
Mohawk College 2002 — 2005
Associate's degree, Software Engineering
FirstOntario Credit Union January 2006 - Present
CIBC Mortgages April 2004 - September 2004
CIBC World Markets September 2003 - January 2004
Skills
ASP.NET AJAX, COBOL, C++, C#, HTML, XHTML, JavaScript, Perl, PHP, RPG, Shell Scripting, SQL, T-SQL, XML, XSL, WSDL, Visual Basic, DB2, Microsoft SQL Server, MySQL, Oracle SQL, IBM AS/400, IBM iSeries, DOS, Linux, Unix, Apache, Tomcat, IIS, WPF, WPF Development, WCF Services, XAML, JSON, REST, Microsoft Office..., SharePoint Designer, Visual Studio, Workflow Applications, Workflow Management, ASP, .NET, VB.NET, WCF, MVVM, ADO.NET, Oracle, ASP.NET, OOP, Web Services
Education
Global Knowledge 2015 — 2015
Core Solutions of Microsoft SharePoint Server 2013
SharePoint Solutions 2008 — 2008
MOSS Branding & Design
Pilothouse Consulting 2007 — 2007
MOSS Development & Design
Mohawk College 2002 — 2005
Associate's degree, Software Engineering
Brady Buckner's CIBC World Markets Experience August 2001 - June 2002
Job Director of Development at Financial Services Innovation Coalition
Industry Think Tanks
Experience
Financial Services Innovation Coalition January 2014 - Present
iVOM Solutions October 2013 - Present
PNC Bank June 2011 - October 2013
US Bank January 2008 - February 2011
Pacific West Financial August 2005 - July 2007
Smith Barney April 2004 - March 2005
CIBC World Markets August 2001 - June 2002
Alliance Capital May 1997 - November 2000
Smith Barney November 1992 - May 1997
Western Federal Savings Bank November 1991 - November 1992
Skills
Investment Management..., RIA, Banking, Investment Portfolio, Portfolio Management, Model Portfolios, Stock Market, Account Management, Financial Services, Financial Analysis, Financial Markets, Business Development, Sales Presentations, Public Speaking, Training, Sales Management, Outside Sales, Inside Sales, Territory Development, Performing, Music, Loan Origination, Sales, Customer Service, Finance, Investments, Leadership, Loans, Commercial Lending, Credit, Management
Education
Montana State University-Bozeman 1986 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Colstrip High School
Financial Services Innovation Coalition January 2014 - Present
iVOM Solutions October 2013 - Present
PNC Bank June 2011 - October 2013
US Bank January 2008 - February 2011
Pacific West Financial August 2005 - July 2007
Smith Barney April 2004 - March 2005
CIBC World Markets August 2001 - June 2002
Alliance Capital May 1997 - November 2000
Smith Barney November 1992 - May 1997
Western Federal Savings Bank November 1991 - November 1992
Skills
Investment Management..., RIA, Banking, Investment Portfolio, Portfolio Management, Model Portfolios, Stock Market, Account Management, Financial Services, Financial Analysis, Financial Markets, Business Development, Sales Presentations, Public Speaking, Training, Sales Management, Outside Sales, Inside Sales, Territory Development, Performing, Music, Loan Origination, Sales, Customer Service, Finance, Investments, Leadership, Loans, Commercial Lending, Credit, Management
Education
Montana State University-Bozeman 1986 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Colstrip High School
Ava Cool's CIBC World Markets Experience July 1992 - July 2004
Job Loan Documention Specialist at Community & Southern Bank
Industry Banking
Experience
Community & Southern Bank January 2011 - Present
Regions Bank November 2007 - January 2011
The Bankers Bank, OKC November 2006 - November 2007
CIBC World Markets July 1992 - July 2004
Education
Milligan College
Community & Southern Bank January 2011 - Present
Regions Bank November 2007 - January 2011
The Bankers Bank, OKC November 2006 - November 2007
CIBC World Markets July 1992 - July 2004
Education
Milligan College
Rosalie LoBianco's CIBC World Markets Experience
Job Associate at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Bloomberg, Derivatives, Securities, Structured Products, Hedge Funds, Trading Systems, Trading, FX Options, Options, Electronic Trading, Equity Derivatives
Education
Monroe College 2001 — 2006
Bachelor, Business Admin
CIBC World Markets
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Bloomberg, Derivatives, Securities, Structured Products, Hedge Funds, Trading Systems, Trading, FX Options, Options, Electronic Trading, Equity Derivatives
Education
Monroe College 2001 — 2006
Bachelor, Business Admin
Dmitry Kozinets's CIBC World Markets Experience October 2004 - July 2006
Job
Industry Computer Software
Experience
CIBC World Markets October 2004 - July 2006
BNY Mellon December 1995 - March 2004
ALK Associates, Inc October 1994 - November 1995
Con Edison June 1994 - October 1994
Skills
SQL, Agile Methodologies, Sybase, SDLC, Java Enterprise Edition, Java, Unix, C++, XML, Android Development, Tomcat, Object Oriented Design, Product Management, Business Analysis, Hibernate, JSP, Software Development, Web Services, SOA, Distributed Systems, Perl, Spring, Software Project..., Eclipse, Unix Shell Scripting
Education
New York University 1993 — 1994
MS, Computer Science
New York University 1989 — 1993
BA, Computer Science
CIBC World Markets October 2004 - July 2006
BNY Mellon December 1995 - March 2004
ALK Associates, Inc October 1994 - November 1995
Con Edison June 1994 - October 1994
Skills
SQL, Agile Methodologies, Sybase, SDLC, Java Enterprise Edition, Java, Unix, C++, XML, Android Development, Tomcat, Object Oriented Design, Product Management, Business Analysis, Hibernate, JSP, Software Development, Web Services, SOA, Distributed Systems, Perl, Spring, Software Project..., Eclipse, Unix Shell Scripting
Education
New York University 1993 — 1994
MS, Computer Science
New York University 1989 — 1993
BA, Computer Science
Heidy Wright's CIBC World Markets Experience February 1997 - December 2002
Job Social Service, Care Management at Complex Care Solutions
Industry Hospital & Health Care
Experience
Complex Care Solutions September 2007 - Present
Convent Avenue Family Living Center January 2003 - February 2005
Jewish Board of Family and Children's Services March 2004 - August 2004
CIBC World Markets February 1997 - December 2002
Education
Metropolitan College of New York 2004 — 2006
MPA, Public Administration & Public Affairs
Complex Care Solutions September 2007 - Present
Convent Avenue Family Living Center January 2003 - February 2005
Jewish Board of Family and Children's Services March 2004 - August 2004
CIBC World Markets February 1997 - December 2002
Education
Metropolitan College of New York 2004 — 2006
MPA, Public Administration & Public Affairs
Reezwan Rawji's CIBC World Markets Experience November 2005 - May 2009
Job Senior Manager, Liquidity Policy and Analytics at RBC
Industry Financial Services
Experience
RBC October 2012 - Present
ING DIRECT Canada July 2012 - September 2012
TD August 2010 - October 2011
TD Bank Group February 2010 - August 2010
CIBC May 2009 - February 2010
CIBC World Markets November 2005 - May 2009
CIBC World Markets September 2004 - October 2005
Scotiabank April 2001 - September 2004
Scotiabank March 1999 - April 2001
Scotiabank June 1998 - March 1999
Skills
ALM, Market Risk, Derivatives, Fixed Income, Capital Markets, Risk Management, Banking, Liquidity Risk, Interest Rate Risk..., Treasury Management, Money Market, Cash Management, Financial Analysis, Financial Risk, Portfolio Management, Trading
Education
McMaster University 1992 — 1996
Bach. of Science, Math
RBC October 2012 - Present
ING DIRECT Canada July 2012 - September 2012
TD August 2010 - October 2011
TD Bank Group February 2010 - August 2010
CIBC May 2009 - February 2010
CIBC World Markets November 2005 - May 2009
CIBC World Markets September 2004 - October 2005
Scotiabank April 2001 - September 2004
Scotiabank March 1999 - April 2001
Scotiabank June 1998 - March 1999
Skills
ALM, Market Risk, Derivatives, Fixed Income, Capital Markets, Risk Management, Banking, Liquidity Risk, Interest Rate Risk..., Treasury Management, Money Market, Cash Management, Financial Analysis, Financial Risk, Portfolio Management, Trading
Education
McMaster University 1992 — 1996
Bach. of Science, Math
Jason Liang, CFA, CMA's CIBC World Markets Experience May 2010 - Present
Job Senior Manager at CIBC
Industry Banking
Experience
CIBC World Markets May 2010 - Present
RBC Capital Markets October 2009 - May 2010
CIBC Mellon December 2006 - October 2009
Skills
Commodity, P&L Reporting, Bloomberg, Derivatives, Financial Modeling, Fixed Income, Equities, Capital Markets, Financial Statement..., FX Options, Financial Analysis, Mutual Funds, Equity Trading, Equity Derivatives, Financial Structuring, Structured Products
Education
McMaster University 2003 — 2006
Honours Bachelor of Commerce, Accounting
CIBC World Markets May 2010 - Present
RBC Capital Markets October 2009 - May 2010
CIBC Mellon December 2006 - October 2009
Skills
Commodity, P&L Reporting, Bloomberg, Derivatives, Financial Modeling, Fixed Income, Equities, Capital Markets, Financial Statement..., FX Options, Financial Analysis, Mutual Funds, Equity Trading, Equity Derivatives, Financial Structuring, Structured Products
Education
McMaster University 2003 — 2006
Honours Bachelor of Commerce, Accounting
Fred Carrion's CIBC World Markets Experience June 1999 - July 2007
Job Director Derivatives
Industry Financial Services
Experience
Self-Directed Investing February 2011 - Present
Merrill Lynch (BofA) July 2007 - February 2011
CIBC World Markets June 1999 - July 2007
Skills
Possess excellent..., Strong math & Finance..., Strong Integrity, Trading, Derivatives, Options, Commodity, Equities, Valuation, FX Options, Middle Office, Balance Sheet Review, SOX Compliancy, Microsoft Excel, Securities Lending, Electronic Trading, Risk Management, Fixed Income, Prime Brokerage, Product Control, Swaps, Market Risk, Finance, Credit Derivatives, Equity Derivatives, Hedge Funds, Securities, Bloomberg, Series 7, Investment Banking, Financial Modeling, Banking, Collateral Management, FINRA, Market Data, Structured Products, Financial Risk, Interest Rate Swaps, Funding, Analysis, ETFs, Rates, Interest Rate..., Series 63, Settlement, Sarbanes-Oxley Act, Bonds, Capital Markets, Financial Services, Mutual Funds
Education
New York Institute of Technology-Old Westbury 1986 — 1990
Bachelor of Science, Business Administration / Finance (B.S.), Finance, Psychology, Summa cum laude
New York Institute of Finance 1986 — 1990
Vocational, Wall Street Trading Products, Pass grade only
Self-Directed Investing February 2011 - Present
Merrill Lynch (BofA) July 2007 - February 2011
CIBC World Markets June 1999 - July 2007
Skills
Possess excellent..., Strong math & Finance..., Strong Integrity, Trading, Derivatives, Options, Commodity, Equities, Valuation, FX Options, Middle Office, Balance Sheet Review, SOX Compliancy, Microsoft Excel, Securities Lending, Electronic Trading, Risk Management, Fixed Income, Prime Brokerage, Product Control, Swaps, Market Risk, Finance, Credit Derivatives, Equity Derivatives, Hedge Funds, Securities, Bloomberg, Series 7, Investment Banking, Financial Modeling, Banking, Collateral Management, FINRA, Market Data, Structured Products, Financial Risk, Interest Rate Swaps, Funding, Analysis, ETFs, Rates, Interest Rate..., Series 63, Settlement, Sarbanes-Oxley Act, Bonds, Capital Markets, Financial Services, Mutual Funds
Education
New York Institute of Technology-Old Westbury 1986 — 1990
Bachelor of Science, Business Administration / Finance (B.S.), Finance, Psychology, Summa cum laude
New York Institute of Finance 1986 — 1990
Vocational, Wall Street Trading Products, Pass grade only
Sam Imbeault's CIBC World Markets Experience August 2012 - Present
Job Investment Banking Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets August 2012 - Present
General Financial Corporation Ltd. August 2011 - July 2012
Mthente Research & Consulting May 2011 - June 2011
Skills
Hard working, Persistent, Analytical, Dynamic
Education
Mount Allison University 2008 — 2012
Bachelor of Commerce (B.Com.), Honors in Economics
CIBC World Markets August 2012 - Present
General Financial Corporation Ltd. August 2011 - July 2012
Mthente Research & Consulting May 2011 - June 2011
Skills
Hard working, Persistent, Analytical, Dynamic
Education
Mount Allison University 2008 — 2012
Bachelor of Commerce (B.Com.), Honors in Economics
Vishnu Brijmohan's CIBC World Markets Experience July 2010 - Present
Job Corporate Security Admin at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets July 2010 - Present
Education
Monroe College 2012 — 2014
Associate of Science (A.S.), Information Technology
CIBC World Markets July 2010 - Present
Education
Monroe College 2012 — 2014
Associate of Science (A.S.), Information Technology
Harold Chi's CIBC World Markets Experience April 2005 - June 2007
Job Accountant
Industry Financial Services
Experience
Fig & Olive July 2015 - Present
Brown Brothers Harriman July 2007 - June 2015
CIBC World Markets April 2005 - June 2007
The Museum of Modern Art July 2001 - March 2005
Frankli Wild 2000 - 2001
Skills
Accounting, General Ledger, Account Reconciliation, Financial Statements, Monthly Close Process, Financial Reporting, Internal Controls, Finance, Variance Analysis, Bookkeeping, PeopleSoft, Hyperion, Microsoft Excel, Lotus Notes, Foreign Currency..., Journal Entries, Payroll, Accruals, Analysis, Balance Sheet, Financial Analysis, Financial Accounting
Education
New York University 1996 — 2000
Bachelor of Science (BS), Accounting
Fig & Olive July 2015 - Present
Brown Brothers Harriman July 2007 - June 2015
CIBC World Markets April 2005 - June 2007
The Museum of Modern Art July 2001 - March 2005
Frankli Wild 2000 - 2001
Skills
Accounting, General Ledger, Account Reconciliation, Financial Statements, Monthly Close Process, Financial Reporting, Internal Controls, Finance, Variance Analysis, Bookkeeping, PeopleSoft, Hyperion, Microsoft Excel, Lotus Notes, Foreign Currency..., Journal Entries, Payroll, Accruals, Analysis, Balance Sheet, Financial Analysis, Financial Accounting
Education
New York University 1996 — 2000
Bachelor of Science (BS), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS