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
CIBC World Markets June 2013 - Present
Student Alumni Association April 2012 - April 2013
Income Research & Management June 2012 - August 2012
RSi September 2011 - May 2012
Leigh Baldwin & Co., LLC December 2011 - January 2012
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Financial Analysis, Data Analysis, Microsoft Office, Social Media, Portfolio Management, Analytics, Business Analysis, Forecasting, Process Improvement, Databases, Business Analytics, Customer Service, Equities, Equities Technology, PowerPoint, Microsoft Excel, Microsoft Word
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
1461112 Ontario Limited January 2001 - Present
TD Securities Strategic Initiatives August 2013 - Present
TD Securities July 2012 - August 2013
CIBC Wholesale Banking Technology August 2011 - February 2012
AGF Investment Management January 2011 - August 2011
Deloitte Consulting March 2010 - November 2010
Richardson-GMP Merger August 2009 - October 2009
Canaccord Capital Corporation Wealth Management June 2009 - July 2009
AGF Management Limited July 2007 - October 2008
CIBC World Markets September 2006 - July 2007
Skills
Derivatives, Asset Management, Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Risk Management, Wealth Management
Education
Queen's University 1981 — 1985
Honours B. A, Economics
Cardinal Data Systems, Inc. August 2001 - Present
CDS Resources, LLC January 2004 - June 2010
AHP Settlement Trust 2005 - 2010
Hotres.com 2002 - 2005
AlliedTPro 2002 - 2005
Cardinal Data Systems, Inc. August 2001 - January 2004
TD Waterhouse Investor Services March 2000 - August 2001
CIBC World Markets January 1981 - March 2000
CIBC World Markets 1999 - 2000
CIBC World Markets 1981 - 2000
Skills
Disaster Recovery, IT Management, Project Management, Virtualization, Financial Services, Cloud computing (Iaas,..., Staff Augmentation, System Architecture, Business Analysis, Information Technology, Technical Recruiting, Technical Documentation, Talent Management, Screening Resumes, Team Leadership, SaaS, Document Imaging, Docuware, Process Improvement, Vendor Management, IT Strategy, Recruiting, Data Center, SDLC, Software Development, Management, Enterprise Architecture, Risk Management, ITIL, Software Project..., PMO, Cloud Computing, Infrastructure, Project Portfolio..., Business Continuity, Resource Management, Servers, Information Security, Solution Architecture, Program Management, Network Administration, Integration, Security, System Administration, Networking, IT Service Management, IT Operations, Outsourcing, Consulting, Strategy
Education
Pace University - Lubin School of Business 1980 — 1986
american institute of banking 1981 — 1983
Banking for Professionals, Banking and Financial Support Services
Music and Art
Centers for Medicare & Medicaid Services December 2014 - Present
Marwood Group September 2011 - December 2014
ICR (Integrated Corporate Relations) September 2010 - March 2011
Merrill Lynch September 2003 - April 2009
CIBC World Markets 2001 - 2003
Consumer Health Interactive 2000 - 2001
Skills
Healthcare Information..., Managed Care, Equity Research, Healthcare, Financial Modeling, Policy Research, Medicare/Medicaid..., Medicare Advantage, Medicare, Hedge Funds, Pharmaceutical Industry
Education
Princeton University
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Citi February 2002 - Present
CIBC World Markets 1996 - 2001
Skills
Project Management, ITIL Certified, Vendor Management, Risk Management, Business Analysis, ITIL, IT Management, Process Improvement, Re-engineering, PMP, Change Management, Service Delivery, Program Management
Education
City University of New York-Queens College 1980 — 1984
Bachelor of Science (BS), Computer Science
Credit Suisse April 2012 - Present
Macquarie Capital September 2009 - September 2011
Barclays Capital February 2008 - June 2009
CIBC World Markets July 2007 - January 2008
Education
Queen's University 2004 — 2007
Bachelor of Commerce
Armentum Partners 2012 - Present
Seven Hills Partners 2007 - April 2012
CIBC World Markets 2006 - 2007
CIBC World Markets 2002 - 2006
JP Morgan Securities Inc. 2001 - 2001
Skills
Investment Banking, Capital Raising, Mergers & Acquisitions, Corporate Finance, Capital Markets, Financial Analysis, Applied Mathematics, Professional Engineer...
Education
York University - Schulich School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Queen's University 1992 — 1996
Bachelor of Science (B.Sc.), Engineering and Mathematics
Burson-Marsteller September 2014 - Present
Gate Gourmet April 2012 - September 2014
Gate Gourmet August 2006 - April 2012
LAN Airlines 2004 - 2006
CIBC World Markets 2001 - 2002
Skills
Financial Analysis, Accounting, Variance Analysis, Business Process..., Due Diligence, Financial Statements, Management, Business Planning, Forecasting, Mergers & Acquisitions, Finance, Analysis, Financial Reporting, Strategic Financial..., IFRS, Financial Planning
Education
Pontificia Universidad Javeriana 2000 — 2001
M.S., Economics
Pontificia Universidad Javeriana 1996 — 2000
B.S., Economics
Prudential Capital Group 2002 - Present
CIBC World Markets 1998 - 2001
First Interstate Bank 1990 - 1996
Skills
Investments, Mezzanine, Private Placements, Leveraged Finance, Corporate Finance, Middle Market, Fixed Income, Capital, Private Equity, Portfolio Management, Financial Modeling, Investment Banking, LBO, Acquisitions, High Yield
Education
Wharton Business School
Master of Business Administration (M.B.A.), Finance
University of California, Riverside
Bachelor of Arts (B.A.), Economics & International Relations
Punahou School
Center for Creative Leadership
CIBC World Markets September 2014 - Present
CIBC December 2013 - August 2014
CIBC March 2012 - November 2013
KPMG Corporate Finance LLC May 2010 - August 2010
KPMG January 2008 - April 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Mandarin, Valuation, Fixed Income, Auditing, Capital Markets, Finance, Trading, Equity Research, DCF, Mergers & Acquisitions, Teamwork, Investment Banking, Bloomberg
Education
CFA Institute
The University of British Columbia 2008 — 2012
Bachelor of Commerce, Finance & Economics
Raffles Junior College 2006 — 2007
Singapore-Cambridge GCE Advanced Levels, Mathematics, Physics, Chemistry, Economics, General Paper
The Good Food Factory January 2008 - Present
Kids for Peace April 2014 - March 2015
The Center for a Healthy Lifestyle August 2010 - January 2013
Walsh Family Media January 2006 - January 2008
BBDO January 2004 - January 2006
Ogilvy & Mather January 2003 - December 2005
CIBC World Markets January 2000 - December 2002
Ipsos ASI August 1998 - December 2000
Skills
Inspiring kids to like..., TV production, Brainstorming, Advertising, Editing, Production, Television, Entertainment, Teaching (Cooking..., Curriculum Development, Final Cut Pro, Video Production, Marketing, Photography, Public Speaking, Film, Video Editing, Creative Direction, New Media, Broadcast, Animation
Education
Penn State University 1995 — 1998
Communications, Telecommunications
Meadville Area Senior High 1993 — 1995
UBS Financial Services, Inc. February 2009 - Present
Oppenheimer & Co. January 2003 - January 2009
CIBC World Markets October 1998 - January 2003
Education
Quinnipiac University
M.B.A., International Business
Fredette, Nash & Co. March 2013 - Present
Prostate Cancer Canada November 2012 - February 2013
CIBC May 2010 - October 2012
CIBC World Markets July 2009 - October 2012
CIBC World Markets June 2005 - June 2009
CIBC September 2003 - May 2005
CIBC World Markets October 2001 - September 2003
CIBC World Markets June 2000 - October 2001
CIBC World Markets January 1997 - May 2000
CIBC Wood Gundy January 1995 - December 1996
Skills
Mergers & Acquisitions, Corporate Development, Equities, Strategy, Private Equity, Finance, Investment Banking, Capital Markets, Mergers, Corporate Finance, Financial Modeling, LBO, Valuation, Due Diligence, Venture Capital, Financial Services, Investments, Business Strategy, M&A experience, Risk Management, Restructuring, Portfolio Management, Asset Management, Fixed Income, Emerging Markets, Hedge Funds, Equity Research, Private Placements, Business Valuation, Investor Relations, Alternative Investments, Financial Structuring, IPO, Structured Finance, Leveraged Finance, Capital, Divestitures, Derivatives, Project Finance
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, finance & strategic management
University of Pennsylvania 1989 — 1991
MA, international studies
Chartered Professional Accountants Ontario (originally SMAO) 1985 — 1988
CPA, CMA, management accounting
Queen's University 1981 — 1985
B. Comm., commerce & liberal arts
Brickell Global Markets Inc. 2015 - Present
Citizens Bank - Wealth Management Division 2006 - 2015
Van der Moolen 2005 - 2006
CIBC World Markets 2001 - 2005
Capital Markets Trade Credit Corp. January 2000 - July 2001
Gruntal & Company LLC 1995 - December 1999
GRUNTAL & CO., L.L.C 1985 - 1995
Skills
Risk Management, Financial Reporting, Corporate Finance, Financial Analysis, Banking, Strategic Planning, Investment Banking, Investments, Finance, Management, Mergers & Acquisitions, Financial Services, Acquisition Integration, Investor Relations, SOX Compliancy, Project Management, Integrated Management..., Series 27 FINOP
Education
Pace University
BBA, Accounting / Finance
BMO Capital Markets March 2010 - Present
CIBC World Markets June 2005 - March 2010
Oracle Corporation September 2004 - June 2005
Celestica November 2003 - September 2004
Celestica December 1999 - November 2003
Celestica June 1996 - December 1999
Celestica May 1994 - August 1995
Skills
Data Warehousing, Data Modeling, Database Design, ETL, PL/SQL, Oracle, SDLC, Project Planning, Reporting & Analysis, Performance Tuning, Databases, Requirements Analysis, Requirements Gathering, Data Warehouse..., Business Analysis, Business Requirements, Testing
Education
Queen's University 1991 — 1996
Bachelor of Science, Electrical Engineering
Pfizer October 2012 - November 2014
AXA Equitable December 2008 - April 2012
AXA Equitable August 2004 - November 2008
Merrill Lynch September 1999 - June 2004
CIBC World Markets March 1998 - September 1999
Skills
Forecasting, PeopleSoft, Vendor Management, Financial Analysis, Access, Budgets, Ariba, Hyperion Enterprise, Accounting, SAP, Finance, Training, Financial Reporting, Social Media, Management, Contract Management, Variance Analysis, Purchasing, Project Management, Strategic Planning, Analysis, Business Analysis, Cognos, Budgeting, Excel, SAP BI, Sarbanes-Oxley Act, Internal Audit, Process Improvement, Microsoft Excel, Business Process..., Auditing, Bookkeeping
Education
New York Institute of Technology 1991 — 2001
Bachelor of Science, Business Administration/Management
Pace University 2013 — 2013
Continuing Education Certificate, Bookkeeping
CIBC World Markets July 2015 - Present
Fidelity Investments May 2014 - October 2014
Lahey Hospital & Medical Center February 2011 - May 2014
Skills
Public Speaking, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Finance, Data Analysis, Leadership, Time Management
Education
Providence College 2011 — 2015
Bachelor's degree, Finance, Spanish
Universitat Pompeu Fabra 2013 — 2014
Malden Catholic High School 2007 — 2011
Teachers' Private Capital February 2014 - Present
CIBC World Markets August 2012 - February 2014
Queen's University Investment Counsel April 2011 - April 2012
CIBC World Markets May 2011 - August 2011
Queen's School of Business September 2010 - December 2010
Education
Queen's University 2008 — 2012
Bachelor of Commerce (Hons.)
ESC Toulouse 2011 — 2011
International Exchange
Crescent School 2002 — 2008
CFA Institute
Chartered Financial Analyst (CFA) - Candidate
ADP January 2014 - Present
UBS Wealth Management January 2004 - December 2013
BNP Paribas April 2000 - January 2004
CIBC World Markets November 1995 - April 2000
Paine Webber November 1993 - November 1995
Skills
Project Management, Microsoft Office, Communication Skills, Series 7, Equities, Analysis, Wealth Management, Financial Analysis, Financial Services, New Business Development, Business Development, Event Planning, Organizational Structure, Relationship Management, Wealth Management..., Sales, Organizational Skills, Six Sigma - White Belt..., Program Management, Management, Due Diligence
Education
ACG University New York - Fordham University 2015 — 2015
M&A Educational Program Private Equity Dealmaking in the Middle Market, Private Equity
Ramapo College of New Jersey 1988 — 1993
Bachelor of Science, Business Administration with a concentration in Economics
Mahwah High School 1984 — 1988
The GenerX Corporation May 1995 - April 2015
Textbook Student Suites Inc. 2015 - 2015
Textbook Student Suites Inc. 2015 - 2015
CIBC World Markets 1989 - 1995
Skills
Real Estate, Real Estate Development, Investment Properties, Leases, Real Estate Transactions, Property Management, Disposition, Investors, Residential Homes, Condos, Location Intelligence, Land Acquisition, Appraisals, Corporate Real Estate, Landlord, Mortgage Lending, Strategic Planning, Negotiation, Investments, Contract Negotiation, Student Housing, Commercial Real Estate, Marketing Strategy, Mergers & Acquisitions
Education
Queen's University 1982 — 1987
B.Com (Hon), Commerce
RBC Capital Markets November 2012 - Present
RBC Capital Markets April 2010 - November 2012
RBC Capital Markets August 2007 - March 2010
CIBC World Markets June 2006 - July 2007
Education
Queen's University 2009 — 2010
MBA
University of Toronto 2001 — 2006
BComm, Finance and Economics
CIBC December 2014 - Present
CIBC November 2014 - March 2015
CIBC January 2013 - December 2014
CIBC Wholesale Banking December 2010 - January 2013
CIBC Wholesale Banking January 2010 - December 2010
CIBC December 2006 - January 2010
CIBC World Markets 2006 - 2009
Schulich School of Business 2002 - 2003
Skills
Financial Analysis, Derivatives, FX Options, Credit Derivatives, Capital Markets, Trading, Finance, Analytics, Risk Management, Financial Modeling, Money Market, Fixed Income, Financial Risk
Education
Queen's University 2008 — 2009
MBA
York University - Schulich School of Business 1999 — 2003
BBA, Finance
CIBC World Markets September 1997 - August 2007
Skills
Microsoft Office, Customer Service, Project Management, Management, Microsoft Excel, Strategic Planning, Sales, Microsoft Word, Budgets, Project Planning
Education
Queens College 1994 — 1997
3 years, Computer/Information Technology Administration and Management
CIBC World Markets July 2014 - Present
CIBC World Markets June 2013 - July 2014
Queen's School of Business January 2013 - April 2013
O'Leary Ventures September 2012 - December 2012
Manulife Financial April 2012 - September 2012
BrainTrust January 2011 - April 2012
Aviva Canada May 2011 - August 2011
Government of Canada May 2010 - August 2010
Skills
Finance, Financial Reporting, Valuation, Investments, Critical Thinking, Economics, Data Analysis, Analytical Skills, Analysis, Teamwork, Time Management, Financial Modeling, Research, Statistics, Financial Analysis
Education
Queen's University 2009 — 2013
Bachelor of Commerce, Finance
Rotterdam School of Management 2011 — 2012
Exchange Program, Minor in Financial Strategy Consulting
Tollgrade Communications January 2012 - Present
Tollgrade Communications 2010 - January 2012
Level Five Consulting 2010 - 2010
Oppenheimer &
CIBC World Markets 2005 - 2007
Skills
Private Equity, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Business Strategy, Product Management
Education
Penn State University
BMO Capital Markets April 2008 - Present
CIBC World Markets July 2000 - March 2008
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance
Queen's University 1989 — 1993
B.Sc., Mechanical Engineering
Bank of America February 2013 - Present
Bank of America April 2012 - Present
CIBC World Markets June 2006 - June 2011
Credit Suisse First Boston 2004 - 2006
UBS Investment Bank 2001 - 2004
UBS 2001 - 2004
SunGard 1994 - 2000
Exis Consulting June 1992 - July 1994
Skills
Equities, Credit Risk, Foreign Exchange, Fixed Income, Investment Banking, Market Risk, Capital Markets, FX Options, Prime Brokerage, Asset Management, Trading, Trading Systems, Electronic Trading, Financial Markets, Financial Services, Portfolio Management, Hedge Funds, Options, Market Data
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Multinational Management
Princeton University 1984 — 1988
BSE, Electrical Engineering and Computer Science
Credit Suisse August 2013 - Present
Credit Suisse September 2007 - July 2013
Credit Suisse January 2006 - August 2007
CIBC World Markets May 2000 - December 2005
CIBC World Markets September 1995 - May 2000
Skills
Commodity, Trading, Hedging, Commodity Markets, Options, Structured Products, Swaps, Financial Structuring, Proprietary Trading, Capital Markets, Fixed Income, Market Risk, Financial Markets, Financial Modeling, Asset Management, Bloomberg, Derivatives, Risk Management, Energy Markets, Portfolio Management, Energy
Education
Queen's University 1993 — 1995
MBA, Finance
Queen's University 1986 — 1992
BAH, Economics
Lakeshore Securities, L.P. December 2010 - Present
MEB Options, LLC October 2007 - May 2011
M. Burtnick & Co. August 2002 - August 2007
CIBC World Markets March 1997 - August 2002
Skills
Equities, Trading, Options, Stocks, Derivatives, Securities, Electronic Trading, Equity Derivatives, Trading Systems, ETFs, Proprietary Trading, Options Strategies, FINRA, Series 56
Education
Prairie State College 1997 — 1998
Purdue University Calumet 1996 — 1997
Purdue University 1995 — 1996
n/a, communications and finance
Lake Central High School 1991 — 1995
CIBC World Markets February 2013 - Present
Education
Appleby College
Queen's University
BAH, Applied Economics
York University - Schulich School of Business
MBA
CIBC June 2015 - Present
CIBC World Markets June 2012 - June 2015
Education
Nova Scotia Community College 2010 — 2012
Investment Management
Canadian Securities Institute 2012 — 2015
Investment Management
Advocis 2013 — 2013
LLQP
Financial Planning Standards Council
Financial Planning and Services
Sprint November 2002 - Present
CIBC World Markets November 2002 - June 2003
CIBC World Markets March 2002 - November 2002
Saint Barnabas Medical Center June 1999 - March 2002
Skills
VoIP, Switches, Cisco Technologies, Telecommunications, Troubleshooting, Wireless, TCP/IP, IP
Education
Queens College 2011 — 2016
Bachelor's Degree, Graphic Design
The Chubb Institute 1997 — 1998
Diploma, Netowrk Engineering and Data Communication
Essex County College 1990 — 1996
Associate's Degree, Engineering Technology, General
National Leaders in Regulatory Risk & Process Improvement Operations January 2013 - December 2013
RBS Markets & International Banking 2010 - 2012
Webnet Products LLC January 2009 - December 2010
CIBC World Markets 2007 - 2009
CIBC World Markets 1996 - 2006
Oppenheimer & Co. March 1994 - August 1996
Citi March 1993 - March 1994
New York Stock Exchange June 1987 - March 1993
Skills
Risk Management, Financial Services, Finance, Capital Markets, Equities, Financial Risk, Management, Securities, Managerial Finance, Fixed Income, Investment Banking, Derivatives, Team Building, Internal Controls, Business Strategy, Process Improvement, Banking, Financial Analysis, Change Management, Operational Risk..., Management Consulting, Financial Modeling, Project Management, Settlement, FINRA, Asset Management, Analysis, Governance, Leadership, Back Office, Asset Managment, Operations Management, Middle Office, Internal Audit, Compliance, Risk Operations, Regulatory Requirements, Operating Budgets, G/L Reconciliations, Process Control, Regulatory Capital, Regulatory Policy, Outsourcing, Cross-functional Team..., Operational Risk, Broker-Dealer Compliance, Broker-Dealer Operations
Education
Purdue University 2013 — 2013
LSS Green Belt, Engineering
Iona College 1983 — 1987
Bachelor, Business Administration, Finance/Economics
DIRECTV July 2015 - Present
CIBC World Markets August 2009 - May 2013
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Queen's University 2005 — 2009
B.Comm
Silicon Valley Bank May 2014 - Present
Babson Capital Management August 2011 - May 2013
Union Bank May 2008 - August 2011
CIBC World Markets June 2004 - January 2008
LessonLab, Inc. 2000 - 2002
Bank Of America 1994 - 2000
Skills
Financial Modeling, Capital Markets, Investment Banking, Private Equity, Due Diligence, Corporate Finance, Portfolio Management, Business Development, Equities, Finance, Credit, Investments, LBO, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
Morgan Stanley June 2013 - Present
The Queen's Business Review 2010 - April 2013
CIBC World Markets May 2012 - August 2012
Resolute Funds Ltd. May 2011 - August 2011
BMO Financial Group May 2010 - August 2010
Education
Queen's University 2009 — 2013
Bachelor, Commerce
The Hong Kong University of Science and Technology
The Hong Kong University of Science and Technology
Deloitte Canada October 2012 - Present
HSBC Bank Canada October 2004 - September 2011
UBS Investment Bank May 2002 - June 2004
CIBC World Markets April 1991 - April 2002
Bank of Canada 1988 - 1990
Bank of Canada 1988 - 1990
Skills
Investment Banking, Capital Markets, Banking, Corporate Finance, Equities, Valuation, Private Equity, Financial Modeling, Hedge Funds, Financial Institutions, Insurance, Financial Structuring, Property & Casualty..., Mergers & Acquisitions, Investments, Public Speaking, Life Insurance, Equity Research, Financial Sponsors, M&A experience, Business Advisory, Debt & Equity Financing, Securities, Pension Funds, Solvency II, Basel III
Education
Association for Investment Management and Research 1993 — 1995
Chartered Financial Analyst
York University - Schulich School of Business 1989 — 1991
MBA, Finance
Queen's University 1983 — 1988
BA Hon, Economics
CIBC World Markets January 2015 - Present
BMO Financial Group June 2014 - January 2015
BMO Financial Group February 2011 - June 2014
LG Electronics Canada December 2009 - January 2011
Shinhan Bank August 2008 - December 2009
Korea Exchange Bank May 2007 - February 2008
Skills
Financial Analysis, Financial Modeling, Banking, Credit, Corporate Finance, Credit Analysis, Risk Management, Credit Risk, Accounting, Valuation, Financial Reporting, Forecasting, Strategic Financial..., Management
Education
Queen's University 2013 — 2014
Master's Degree, Finance
University of Toronto - Rotman School of Management 2002 — 2007
B. Comm, Accounting and Finance
Yonsei University 2000 — 2001
Bachelor of Business Administration (BBA), Business and Administration
Stifel Financial Corp. July 2015 - Present
Sterne Agee June 2014 - July 2015
Oppenheimer & Co. Inc. 2003 - August 2014
CIBC World Markets 2000 - 2003
Skills
Sales, Mutual Funds, Asset Management, Investments, Equities, Wealth Management, Series 63, Financial Services, Series 7
Education
Pace University - Lubin School of Business
Banking and Financial Support Services
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - August 2014
CIBC World Markets June 2013 - August 2013
Birch Hill Equity Partners April 2012 - August 2012
Ojibway Club June 2011 - August 2011
Devils Glen Country Club November 2009 - March 2010
Education
Queen's University 2010 — 2015
Bachelor of Commerce, Finance
Santander Investment Securities Inc July 2015 - Present
CIBC World Markets April 2014 - May 2015
Prospect 33 December 2011 - April 2014
Barclays Capital April 1998 - August 2011
The Bank of New York March 1995 - April 1998
Kidder Peabody March 1993 - March 1995
ABN AMRO Bank N.V. September 1991 - February 1995
Skills
Derivatives, FX Options, Trading, Credit Derivatives, Capital Markets, Fixed Income, Credit, Swaps, Risk Management, Hedge Funds, Financial Risk, Electronic Trading, Middle Office, Settlement, Financial Services, Microsoft Office, Structured Products, Banking, Prime Brokerage, Visio, Swaps Wire, ICE Clear Credit, Impact, Investment Banking, Omgeo Oasys, Bloomberg TOMS, Broadridge ADP
Education
Queens College 1987 — 1991
Bachelor of Arts, Economics
CIBC World Markets October 1997 - Present
CIBC World Markets October 1997 - Present
PriceWaterhouseCoopers September 1994 - September 1997
Skills
Derivatives, Investment Banking, Mergers, Mergers & Acquisitions, LBO, Finance, Venture Capital, Equities, Securities, Investments, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Strategy, Private Equity, Financial Advisory, Growth Capital
Education
University of Toronto - Rotman School of Management 1992 — 1994
MBA, MBA
Queen's University 1988 — 1992
B.Comm., Business/Commerce, General
St. Andrew's College 1982 — 1988
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
CIBC World Markets May 2012 - August 2012
Skills
Investment Banking, Bloomberg, Valuation, Capital Markets, Financial Modeling, Equities, Equity Research, LBO, Corporate Finance, Fixed Income, Derivatives, Private Equity, Hedge Funds, Capital IQ, Equity Derivatives, DCF, Leveraged Finance, Financial Analysis, Investments, Equity Valuation
Education
Queen's University 2010 — 2014
Bachelor of Commerce
CIBC World Markets May 2015 - Present
RE/MAX Mexico July 2014 - August 2014
MTech Communications PLC March 2013 - August 2013
Skills
Python, C, JavaScript, Matlab, PHP, Java, Windows, Microsoft Office, Web Services, Linux, Business Intelligence, MySQL, Project Management, VHDL, Management Consulting, Kornshell, ABEL, Eagle PCB, Information Technology, Business Development, PowerPoint, Microsoft Word, Customer Service
Education
Hult International Business School 2013 — 2014
Master's degree, International Business
Purdue University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Computer Engineering, Senior (Dec 2012)
Skills.com May 2014 - Present
Zoomer Media Inc. (Toronto) January 2009 - Present
NATIONAL Public Relations November 2011 - July 2013
mEgo, Inc. November 2005 - August 2011
MZ Media (Moses Znaimer) May 2003 - November 2005
PCCW April 2000 - May 2003
CIBC World Markets August 1999 - April 2000
Pacific Century (GC) Holdings (Toronto) September 1998 - August 1999
McCarthy Tétrault February 1998 - August 1999
Pacific Century Asset Management (Hong Kong) December 1993 - August 1997
Skills
Start-ups, Business Development, Mergers & Acquisitions, Management, Business Strategy, Corporate Communications, Public Relations, Business Planning, Marketing, Project Management, Analysis, New Media, Telecommunications, Due Diligence, Strategy, Financial Modeling, Venture Capital, Investor Relations, Valuation, Strategic Communications, Digital Strategy, Crisis Communications, IPO, E-commerce, Entrepreneurship, Reputation Management, Internal Communications
Education
University of Toronto 1990 — 2003
LLB
Princeton University 1986 — 1990
Honors B.A
Knight Capital Group May 2011 - Present
RBC 2008 - 2010
CIBC World Markets 2006 - 2008
Education
Pace University
BA, Managerial Accounting
Arizona Public Service (APS) December 2013 - Present
Arizona Public Service (APS) 2001 - December 2013
CIBC World Markets 1999 - 2001
Skills
Strategic Planning, Corporate Development, Financial Modeling, Business Planning and..., Power Procurement, Contract Negotiating, Cross-functional Team..., Cost Saving Initiatives, Lean Management, Capital Structure..., Energy, Procurement, Strategic Negotiations, Finance
Education
Pepperdine University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Pepperdine University School of Law 1998 — 1999
Law
TD Securities 2015 - Present
Barrick Gold Corporation April 2011 - September 2014
CIBC World Markets February 2003 - April 2011
TD Securities February 1997 - February 2003
Noranda Metallurgy Inc. January 1996 - January 1997
Noranda Technology Centre September 1989 - February 1996
Queen's University Engineering Seismology Laboratory September 1987 - September 1989
Gulf Canada Resources Inc. September 1985 - June 1986
Skills
Investment Banking, Mining, Corporate Development, Management, Base Metals, Gold, Due Diligence, Engineering, Business Development, Mergers & Acquisitions, Mineral Exploration, Strategic Partnerships, Valuation, Cross-functional Team..., Corporate Finance
Education
McGill University 1992 — 1996
MBA, Finance & Strategy
Queen's University 1987 — 1989
M.Sc., Geological Engineering
Queen's University 1981 — 1985
B.Sc.Hons., Geological Engineering
Queen's University 1981 — 1985
Queen's University 1981 — 1985
Applied Science
GE Capital October 2013 - Present
GE Capital September 2009 - Present
GE Capital Aviation Services April 2006 - November 2009
CIBC World Markets September 1988 - January 2006
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Structured Finance, Pricing, Risk Management, Valuation, Corporate Finance, Strategic Planning, Private Equity
Education
City University of New York-Queens College 1986 — 1990
Bachelor of Arts, Accounting & Information Systems
Deutsche Bank Securities June 2014 - Present
Hendrie Lane Partners, LLC July 2012 - June 2014
Crown Acquisitions Inc. February 2012 - June 2012
Precision Sports August 2011 - February 2012
B.R. Guest Restaurants June 2010 - August 2010
Rockwood Capital April 2006 - March 2009
CIBC World Markets April 2004 - April 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing and Finance
The University of Georgia 1999 — 2003
BBA, Real Estate
The University of Queensland 2002 — 2002
The Lovett School 1996 — 1999
High School
QUAA Board of Directors June 2013 - Present
Peters April 2013 - Present
Queen's University Alumni - Calgary Branch June 2008 - Present
CYBF January 2010 - June 2013
CIBC World Markets October 2011 - April 2013
CIBC World Markets December 2010 - October 2011
Knightsbridge Capital Group April 2009 - October 2010
Cardiff Capital June 2008 - March 2009
Queen's Executive Development Center September 2006 - June 2008
Queen's MBA September 2006 - June 2008
Skills
Entrepreneurship, Start-ups, Private Equity, Venture Capital, Business Strategy, Analysis, Economics, Leadership, Marketing Strategy, Strategic Planning, Management Consulting, Microsoft Excel, Finance, Small Business
Education
Queen's University 2004 — 2008
B.A. hon., Applied Economics
Goldman Sachs 2009 - Present
CIBC World Markets 2007 - 2007
Blake, Cassels & Graydon LLP 2006 - 2006
Skills
Mergers & Acquisitions, Hedge Funds, Mergers, Equities, Derivatives, Investment Banking, Corporate Law, Corporate Finance, Capital Markets, Acquisitions, Valuation, Securities Regulation, Due Diligence, Private Equity, Corporate Governance, Financial Modeling, Bloomberg, Securities, Business Strategy, Fixed Income
Education
Peking University
Simon Fraser University
BBA, First Class Honors, Business
York University - Osgoode Hall Law School
JD, Corporate Law
York University - Schulich School of Business
MBA, Finance
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
Mallinckrodt Pharmaceuticals 2015 - Present
Ivylla 2012 - 2014
China Linen Inc. 2010 - 2012
Global Hunter Securities 2008 - 2009
CIBC World Markets 2005 - 2007
UBS 2002 - 2004
Morgan Stanley June 2001 - August 2001
Eli Lilly and Company 1993 - 2001
Skills
Entrepreneurship, Business Development, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Emerging Markets, Capital Markets, Financial Analysis, Strategic Financial..., Market Analysis, Forecasting, Market Planning, Financial Reporting, Cross-functional Team..., Investment Research, IPO, Investor Relations
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA)
Peking University, Medical School 1989 — 1993
Bachelor's Degree
Vyapar Capital Market Partners, LLC. April 2007 - May 2014
CIBC World Markets September 2003 - March 2007
Tullett & Tokyo Forex, Inc. February 1980 - September 2002
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Financial Analysis, Interest Rate..., Accounts Payable, Financial Markets, Finance, Securities, Credit Derivatives, Financial Reporting, Middle Office, Accounting, Account Reconciliation, Auditing, General Ledger, Accounts Receivable, Variance Analysis, Payroll, Financial Statements, Internal Controls, GAAP, Forecasting, Internal Audit, Management, Sarbanes-Oxley Act, Fixed Assets, Invoicing, Journal Entries, Financial Audits, Tax, Microsoft Excel, Financial Modeling
Education
Pace University - Lubin School of Business
Bachelor's Degree, Accounting (General)
Jacqueline Chretien Management Consulting January 2009 - Present
Osgoode Hall Law School 2009 - 2010
PRTM 2006 - 2008
Jacqueline Chretien Management Consulting 2003 - 2006
CIBC - Basel II Program 2004 - 2005
A.T. Kearney 2000 - 2002
CIBC World Markets 1998 - 2001
Skills
Management Consulting, Risk Management, Management, Business Process..., Change Management, Strategic Planning, Project Management, Financial Services
Education
University of Toronto 1996 — 1998
MBA, Management
Queen's University
LL.B., Law
University of Ottawa
B.A., Philosophy
York University - Osgoode Hall Law School
LLM, Securities Law
BMO Capital Markets November 2013 - Present
BMO Capital Markets July 2000 - November 2013
CIBC World Markets October 1993 - June 2000
Skills
FX trading, FX Options, Electronic Trading, Capital Markets, Currency, Trading, Derivatives, Hedging, Interest Rate..., Risk Management, Options, Fixed Income, Financial Markets, Proprietary Trading, Market Risk, Trading Strategies, Portfolio Management, Financial Risk, Bloomberg, Investment Banking, Structured Finance, Hedge Funds, Financial Modeling, Commodity, Trading Systems, Equities
Education
Queen's University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Loyola 1980 — 1985
Blue Ridge Capital September 2007 - Present
Living Space LLC 2003 - 2012
Needham & Company October 1999 - September 2007
Bear Stearns 1998 - 2000
CIBC World Markets 1997 - 1998
Skills
Asset Managment, Investments, Hedge Funds
Education
City University of New York-Queens College 1992 — 1996
BS, Computer Science
HCP September 2007 - Present
CIBC World Markets August 2003 - May 2005
Education
Pomona College 1999 — 2003
Bachelor of Arts (BA), Economics
JPMorgan Chase October 2011 - Present
CIBC World Markets February 2003 - September 2011
CIBC World Markets September 1999 - February 2003
Oswal Industries July 1992 - May 1999
Education
Pune Institute of Computer Technology 1988 — 1992
Bachelors Of Engineering, Computer Science
DAV College Chandigarh 1985 — 1987
Oppenheimer & Co. Inc. April 2015 - Present
Credit Suisse April 2013 - April 2015
Credit Suisse April 2010 - December 2012
CIBC World Markets November 2008 - March 2009
CIBC World Markets February 2005 - November 2008
ABN Amro 2004 - 2004
Education
Ramapo College of New Jersey 2000 — 2004
Bachelors of Science, Business Administration with Concentrations in Management and Marketing
CIBC World Markets May 2007 - Present
JP Morgan Chase 2006 - 2007
Merrill Lynch 2004 - 2006
Skills
C#, Software Development, Spring, Sybase, Java Enterprise Edition, Agile Methodologies
Education
State University of New York College at Purchase
Bachelor's degree, Mathematics and Computer Science
BNY Mellon August 2010 - Present
BNY Mellon August 2010 - May 2011
CIBC Mellon Trust Co January 1998 - August 2010
The Canadian Stage Company April 2008 - July 2010
CIBC Mellon Global Securities January 1996 - January 1998
CIBC January 1995 - January 1996
CIBC World Markets March 1987 - June 1994
Skills
Capital Markets, Equities, Financial Services, Corporate Finance, Securities Lending, Relationship Management, Treasury Management, Fixed Income, Treasury, Financial Markets, Hedge Funds, Investments, Alternative Investments, Derivatives, Loans, Management, Securities Finance
Education
Queen's University 2002 — 2003
MBA, Business
CIBC World Markets December 2010 - February 2015
Julius Baer Financial Markets May 2005 - November 2010
Julius Baer Financial Markets May 2005 - November 2010
Bank Julius Baer August 1998 - May 2005
AIG Trading Group 1990 - 1998
Coopers & Lybrand September 1988 - May 1990
Skills
Hedge Funds, Derivatives, Equities, Alternative Investments, Fixed Income, Asset Managment, Capital Markets, Structured Products, Options, Portfolio Management, Trading, Financial Markets, Investment Banking, Currency, Commodity, Investments, Bloomberg, Wealth Management, Investment Strategies, Fund Of Funds, Equity Trading, Trading Systems, Private Banking, Electronic Trading, Equity Derivatives, Hedging, Securities, Bonds, Foreign Exchange, Emerging Markets, FX trading, Financial Structuring, Investment Management, Proprietary Trading, Market Risk, Swaps, ETFs, Asset Allocation, Middle Office, Asset Management
Education
City University of New York-Queens College 1985 — 1988
Bachelor of Science (BS), Accounting, 3.7/4.0
GA Capital Management January 2012 - Present
Gleacher & Company Securities, Inc. March 2011 - December 2012
Sunrise Securities May 2009 - March 2011
Sheridan Capital February 2008 - April 2009
Calyon Corporate and Investment Bank April 2004 - April 2007
Assured Guaranty 2003 - 2005
HypoVereinsbank 2002 - 2002
CIBC World Markets 1997 - 2001
Skills
Investment Banking, Securitization, Loans, Banking, Capital Markets, Financial Structuring, Financial Services, Mergers & Acquisitions, Structured Finance, Private Equity, Structured Products, Financial Institutions, Financial Advisory, ABS, Finance, Fixed Income, Loan Origination
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Sankay Systems, Inc 1994 - Present
Moody's Investors Service 2002 - 2008
JP Morgan Chase 2001 - 2001
CIBC World Markets 1996 - 1999
Sybase September 1993 - October 1994
Coopers & Lybrand April 1993 - September 1993
Granada Systems 1989 - 1993
Skills
Program Management, Enterprise Architecture, Business Analysis, SDLC, Business Intelligence, Business Development, IT Strategy, SQL, Sybase, Disaster Recovery, Requirements Analysis, Software Project..., Integration, Cloud Computing, Software Development, SaaS, Agile Methodologies, Solution Architecture
Education
Stevens Institute of Technology 1987 — 1989
M.S., Computer Science
Osmania University 1981 — 1985
B.E., Mechanical Engineering
Sri Krishnadevaraya University 1981 — 1981
B.L., 1st Year Law
Sri Venkateswara University 1977 — 1980
B.S., Mathematics
The Depository Trust & Clearing Corporation June 2014 - Present
Protiviti Inc. February 2006 - May 2014
International Fund Service LLC February 2003 - January 2006
CIBC World Markets July 2000 - December 2000
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Public Accounting
High School of Economics and Finance 1997 — 2001
New Concepts In Technology March 2006 - Present
Unique Comp Inc March 2006 - Present
Mizuho Corporate Bank, U.S.A. March 2000 - March 2006
Dai Ichi Kangyo Bank March 1995 - March 2000
CIBC 1984 - 1995
CIBC World Markets 1983 - 1995
Chase Manhattan Bank January 1981 - January 1983
Skills
Program Management, Project Management, Strategic Planning, Team Building, Project Planning, Contract Negotiation, Team Management, Data Center - Green..., Management
Education
Queens College 1979 — 1983
Deutsche Bank, May 2013 - May 2014
Credit Suisse First Boston. January 2012 - March 2012
Woodhull Hospital\HHC May 2010 - November 2010
TNS, INC December 2007 - April 2008
Momentum Recourse Solution at (NASDAQ Stock Market.) May 2006 - August 2007
MCI. December 2005 - March 2006
Royal Associates at Bear Stearns August 2003 - October 2005
CIBC-World Markets 1998 - 2000
Skills
Windows Server, Active Directory, Data Center, XP, Troubleshooting, Disaster Recovery, DNS, Servers, Microsoft Exchange
Education
Pratt Institute 1991 — 1994
BFA, Computer Sience
Pratt Institute 1990 — 1993
CIBC World Markets February 2013 - Present
CIBC January 2012 - February 2013
CIBC October 2010 - December 2011
CIBC March 2005 - October 2010
RBC Dominion Securities June 2004 - December 2004
Citibank June 2000 - December 2002
Siemens May 1999 - June 2000
Skills
Mergers, Acquisitions, Divestitures, Capital Markets, Financial Modeling, Valuation, Portfolio Management, Investments, Equities, Corporate Finance, Financial Analysis, Wealth Management, Risk Management, Mergers & Acquisitions
Education
Simon Fraser University 2003 — 2005
MBA
Pontificia Universidad Javeriana 1994 — 1999
Bachelor, Industrial Engineering
Colegio Andino
Revlon June 2008 - Present
CIBC World Markets April 2006 - March 2008
Deutsche Bank 2002 - 2006
Education
Odessa State Polytechnic University
Johnson & Johnson Health Care Systems Inc. July 2015 - Present
Resources Global Professionals October 2013 - July 2015
Deutsche Bank April 2004 - December 2012
Derivatives Portfolio Management, L.L.C July 1999 - April 2004
CIBC World Markets September 1994 - May 1999
Goldstein Golub Kessler & Co. November 1992 - September 1994
Skills
Hedge Funds, Fund Administration, Fund Of Funds, Fund Accounting, Alternative Investments, Asset Managment, Investor Relations
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan December 2011 - December 2012
Ned Davis Research Group February 2005 - June 2009
CIBC World Markets May 2003 - January 2005
Deutsche Bank Securities June 1999 - May 2002
SALOMON BROTHERS / ROBINSON HUMPHREY April 1996 - January 1999
CS First Boston Corporation April 1982 - April 1996
Merrill Lynch June 1978 - April 1982
Skills
Strategic Financial..., Valuation, Asset Management, Series 7, Hedge Funds, Investments, Equities, Securities, Alternative Investments, Portfolio Management, Wealth Management, Capital Markets, Loans, Fixed Income, Asset Allocation, Financial Analysis, Strategic Planning, Banking, Financial Modeling
Education
Princeton University 1974 — 1978
Bachelor of Arts, Psychology
Northland Power Inc. 2013 - Present
CIBC World Markets 2011 - 2013
CIBC World Markets 2010 - 2010
Skills
Valuation, Microsoft Excel, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Capital Markets, Investment Banking, Project Finance, Mergers & Acquisitions, Bloomberg Terminal, Analysis, Finance
Education
Queen's University 2007 — 2011
Bachelor of Commerce, First Class Honours
Katholieke Universiteit Leuven 2010 — 2010
International Exchange, Management Science and Economics
Bolton Capital Canada Inc. 2013 - Present
BMO Capital Markets 1997 - 2013
TD Securities Inc. 1993 - 1997
CIBC World Markets 1986 - 1993
Skills
Bonds, Interest Rate..., Bloomberg, Capital Markets, Options, Financial Services, Swaps, Investments, Risk Management, Valuation
Education
Princeton University 1981 — 1985
First Southwest Company April 2014 - Present
Barclays Capital October 2008 - January 2014
Lehman Brothers July 2008 - October 2008
UBS Investment Bank May 2002 - June 2008
CIBC World Markets April 1998 - April 2002
Citigroup 1990 - 1998
Chemical Bank May 1986 - March 1990
Skills
Trading, Bonds, Series 7, Securities, Fixed Income, Series 63, Municipalities, Capital Markets, Investment Banking, Bloomberg, Derivatives, FINRA, Municipal Bonds, Municipal Sales, Trading Systems, Financial Markets, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Financial Structuring, Options, Asset Management
Education
Pace University 1982 — 1986
Bus. Mgnt.
Optimar International Realty June 2008 - Present
Mondo di Marco 1998 - 2002
CIBC World Markets August 1994 - October 1998
Education
Philadelphia University 1990 — 1993
BS, International Finance
TIAA-CREF 2011 - Present
Credit Suisse Alternative Investments 2008 - October 2010
Banc of America Securities 2005 - 2008
CIBC World Markets 2004 - 2005
C.I.B.C. World Markets 2004 - 2005
TIAA-CREF 1998 - 2004
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Royal Caribbean International June 2006 - Present
Martinair October 2003 - June 2006
CIBC World Markets October 2000 - November 2002
The Chase Manhattan Bank June 1996 - April 1998
Skills
Lotus Notes, LotusScript, Salesforce.com, jQuery, JavaScript, Java, Salesforce.com..., Apex Programming, Requirements Analysis, Web Services, Management, Software Development, Systems Analysis
Education
Queens College 1991 — 1996
BS, Computer Science
Macfarlane Nameplate & Anodizing Corp. October 2013 - Present
home July 2011 - October 2013
freelance August 2008 - February 2011
Merrill Lynch March 2000 - May 2007
Private Banking & Investment Group at Merrill Lynch 2005 - 2007
Private Banking & Investment Group at Merrill Lynch 2005 - 2007
CIBC World Markets November 1997 - March 2000
First Marathon Securities May 1993 - November 1997
Education
Queen's University 1989 — 1993
Bachelor of Commerce (B.Com.), Honours, Finance, International Business
Hudson High School, Hudson, Quebec 1983 — 1988
Google September 2011 - Present
Zagat Survey January 2011 - September 2011
Macys.com January 2010 - January 2011
Revlon June 2008 - June 2009
CIBC World Markets April 2006 - April 2008
Deutsche Bank September 2002 - March 2006
Misys (IQ Financial Systems) 1999 - 2002
The Segal Company September 1997 - November 1999
Skills
Access, Business Analysis, Microsoft SQL Server, Analysis, Unix, SharePoint, Analytics, Management, System Administration, SQL, Oracle, SDLC, Risk Management, Visio, Business Intelligence, Databases, Software Project..., HTML, Project Planning, MS Project, Requirements Analysis, Microsoft Project
Education
Odessa State Polytechnic University
Bachelor of Science (BS)
Polar Securities September 2013 - April 2015
CIBC World Markets December 1995 - May 2012
Skills
Automated Trading..., Market Microstructure, Programming & Software..., High Frequency Trading, Regulatory Compliance, Portfolio Optimization, C++, FIX, ITCH, FIX/FAST, Equity Trading, Electronic Trading, Trading Strategies, Proprietary Trading, Equities, Market Data, Quantitative Investing, Trading Systems, Financial Markets, Bloomberg, Options, Portfolio Management, Equity Derivatives
Education
The London School of Economics and Political Science (LSE) 1992 — 1993
M.Sc., Mathematical Economics & Econometrics
Queen's University 1988 — 1992
B.Sc. H, Mathematics
BNY Mellon July 2012 - Present
Bank of America Merrill Lynch May 2010 - September 2011
Rabobank - NYC July 2008 - May 2010
Bank of Montreal July 2007 - May 2008
Barclays Capital September 2006 - July 2007
Bank of Montreal September 2002 - August 2006
Bank of Montreal August 2000 - July 2005
Bank of Montreal March 1999 - February 2001
CIBC World Markets January 1996 - January 1997
CIBC World Markets January 1995 - January 1996
Skills
Trading, Derivatives, Fixed Income, Options, FX, Portfolio Management, Equities, Credit, Risk, Hedge Funds, Funding, Mortgage, Risk Management, Prime Brokerage, Clearing, Commodities, Energy Trading, Energy, MBS, Emerging Markets, Latin America, Futures, Managed Futures, Metals, Counterparty Risk, Margin, Collateral Management, Market Risk, Swaps, VAR, Equity Derivatives, Volatility, Rates, Hedging, Capital Markets, Product Control, Interest Rate Risk..., Stress Testing, Interest Rate..., Bonds, Currency, Valuation, Securities Lending, Electronic Trading, Risk Modeling, Financial Modeling, Enterprise Risk..., Exotic Derivatives, Arbitrage, Economic Capital
Education
CFA 1990 — 1993
B, Comm, Finance and Accounting
Queen's University 1985 — 1989
B.Comm, Finance
Harvard Management Company November 2008 - December 2010
CIBC World Markets April 2005 - August 2008
Doris Duke Charitable Foundation July 1997 - April 2005
Morgan Stanley June 1989 - July 1997
Skills
Budgets, Analysis, Management, Nonprofits
Education
Ohio University 1963 — 1967
Liberal Arts
Ohio University
Liberal Arts
Panasonic Corporation of North America March 2007 - Present
Great Atlantic & Pacific Tea Company 2000 - 2007
CIBC World Markets May 1999 - September 2000
SAP June 1998 - May 1999
Kmart May 1996 - June 1998
Education
Pace University 1979 — 1983
MBA/BBA, Public Accounting
CIBC World Markets August 2015 - Present
RBS Markets & International Banking March 2012 - December 2014
JP Morgan April 2009 - November 2011
Barclays Investment Bank March 2007 - January 2009
Lehman Brothers April 2004 - February 2007
Liquid Capital March 2003 - April 2004
Merrill Lynch September 2001 - March 2003
Prime International Trading September 1994 - June 1999
Skills
Equity Derivatives, Structured Products, Derivatives, Fixed Income, Investment Banking, Equities, Electronic Trading, Capital Markets, Bloomberg, Hedge Funds, Credit Derivatives, Equity Trading, Options, Prime Brokerage, Swaps, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Purdue University 1990 — 1994
Bachelor of Science (BSc), Business Administration and Management, General
Cantor Fitzgerald 2011 - Present
Thomson Reuters April 2006 - July 2009
CIBC World Markets 1998 - 2008
Alex. Brown & Sons 1990 - 1997
Skills
Due Diligence, Pharmaceutics, Equities, Valuation
Education
Purdue University
BS, Economics
CIBC World Markets February 2011 - Present
Dundee Securities March 2010 - January 2011
Desjardins Securities 2008 - March 2010
National Bank Financial 2007 - 2008
Westwind Partners 2006 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Biotechnology, Capital Markets, Investment Banking, Corporate Finance
Education
University of Toronto 2002 — 2006
PhD, Medical Biophysics
University of Toronto 1999 — 2002
MSc, Medical Biophysics
Queen's University 1995 — 1999
BSc, Biochemistry
CFA Institute
CIBC World Markets Managing DirectorWest Bengal Tourism Development Corporation2001 - 2002
Education
Osmania University 1981 — 1985
Electronics and Communications Engineering
Osmania University 1981 — 1985
B.E, Electronics and Communications Enginering
CIBC August 2012 - Present
Canon Canada March 2011 - July 2012
Durham Region November 2009 - February 2011
Reliance Home Comfort February 2008 - April 2009
CIBC World Markets September 2007 - February 2008
Swiss Re December 2000 - December 2003
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Variance Analysis, Corporate Finance, Budget, Forecasting, Strategic Planning, Revenue Analysis, Sales Analysis, Financial Mangement, Performance Management
Education
CMA Institute 2009 — 2011
Certified Management Accountant (CMA)
York University - Schulich School of Business 2004 — 2006
MBA, Finance
Queens College 1992 — 1997
BA, Accounting and Economics
CIBC World Markets April 2010 - Present
Desjardins Securities July 2007 - March 2010
Westwind Partners September 2006 - July 2007
Education
Queen's University 1993 — 1997
B.Comm
HSBC October 2004 - Present
UBS Investment Bank May 2002 - July 2004
CIBC World Markets April 1991 - April 2002
Bank of Canada April 1988 - August 1989
Education
York University - Schulich School of Business 1989 — 1991
MBA, Finance
Queen's University 1983 — 1988
BA Honours, Economics
RBC Capital Markets July 2012 - Present
RBC Capital Markets August 2011 - July 2012
CIBC World Markets May 2010 - September 2010
Chubb Insurance 2004 - 2009
Skills
Equity Research, Equities, Investment Banking, Business Strategy, Derivatives, Financial Modeling, FX Options, Valuation, Capital Markets, Corporate Finance, Bonds, Financial Analysis, Private Equity
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance
Queen's University
B.Comm, Finance
CIBC World Markets August 2010 - Present
CIBC World Markets 2007 - 2009
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA
Queen's University 2002 — 2006
B.Comm
Credit Suisse June 2010 - Present
Credit Suisse May 2003 - May 2010
CIBC World Markets August 2000 - April 2003
Mattel Interactive April 2000 - July 2000
Credence Technology Pvt Ltd September 1997 - January 2000
Education
Osmania University 2003 — 2007
B.Engg, Civil Engg
Vignan College 1991 — 1993
St.Alphonsus 1989 — 1991
CIBC World Markets DirectorCIBC World MarketsDecember 1994 - Present
cibc world markets 1994 - 2009
deanwitter 1992 - 1993
Education
Pace University - Lubin School of Business 1989 — 1993
B.B.A.
Kingsbridge Heights Community Center April 2014 - Present
Discipleship Outreach Ministries, Inc. July 2012 - March 2014
N Cheng and Company (primary client Discipleship Outreach Ministries, Inc.) March 2011 - June 2012
Crohn's & Colitis Foundation of America April 2010 - February 2011
Kiwi Partners Inc. 2007 - 2009
CIBC World Markets 2000 - 2007
CIBC World Markets 1998 - 2000
Skills
Accounting, Budgets, General Ledger, Auditing, Financial Reporting, Internal Controls, Cash Flow, Financial Statements, Nonprofits, Accounts Receivable, Account Reconciliation, Finance, GAAP, CPA, Microsoft Excel, Financial Accounting, Financial Analysis
Education
Pace University
MBA, Finance
Pace University
Advanced Professional Certificate, Accounting
The Johns Hopkins University
BA, Humanities
Investment Banking & Leveraged Finance 1998 - Present
Northern Trust 2011 - 2015
Piton Advisors 2010 - 2011
GE Capital 2004 - 2009
CIBC World Markets 1998 - 2003
Skills
Financial Modeling, Investment Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Loan Origination, Financial Analysis, Leveraged Finance, Financial Structuring, Finance, Negotiation, Origination, Structuring, Market Research, New Business Development, Sales Generation, Valuation, Corporate Finance, Microsoft Excel, Cognos
Education
Northwestern University - Kellogg School of Management
MBA
Trinity College-Hartford
BA
PricewaterhouseCoopers September 2014 - Present
Crowe Horwath LLP January 2013 - September 2014
Ernst & Young August 2009 - January 2013
CIBC World Markets 2006 - 2008
ES Sutton May 2005 - November 2005
Skills
Risk Management..., Financial Services, Internal Audit, Internal Controls, Performance Improvement, Six Sigma, Client Relations Skills, OCC, SOX 404, SOX Compliancy, Corporate Governance, Compliance Testing, Co-sourcing, Microsoft Office, CRM, SharePoint, Bloomberg Terminal, Financial Modeling, Member of AICPA, Basel II, External Audit, Investment Valuation, Valuation Modeling, Business Analytics, Project Management, Project Planning, Team Building, Team Leadership, Coaching, Global Investment..., SEC filings, Presentation Development, Process Consulting, Financial Advisory, Business Advisory, Risk Based Testing, Operations Audit, Financial Audits, IT Audit, Equity Research, Information Systems, Accounting, EDGAR, Gap Analysis, Due Diligence, Big 4, Enterprise Risk..., Asset Management, SEC Filings, Sarbanes-Oxley Act
Education
Queens College 2007 — 2009
BA, Accounting & Information Systems
TJ 2006 — 2007
South Shore 2001 — 2005
CIBC World Markets
Skills
Capital Markets, CMBS, Mergers & Acquisitions, Structured Finance, Asset Management, Due Diligence, Valuation, Securitization, Investment Banking, Fixed Income, Private Equity, Hedge Funds, Financial Structuring, Structured Products, ABS
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Economics
Penn State University 1989 — 1993
Liquidnet June 2015 - Present
CIBC World Markets 2011 - May 2015
CIBC World Markets 2007 - 2011
Bank of Montreal 2004 - 2007
Skills
Trading Systems, Electronic Trading, Equities, Equity Trading, Options, Business Analysis, Financial Modeling, Market Structure, SOR, Algorithms, Direct Market Access, Product Development, Bloomberg, Requirements Analysis, Requirements Gathering, Business Requirements, SQL, FIX Protocol
Education
University of Toronto - Rotman School of Management 2009 — 2012
Master of Business Administration (MBA)
Queen's University 1998 — 2002
BAH, Economics
Queen's University 1997 — 2001
B.Sc, Biology
Highbridge Capital Management April 2014 - Present
Invesco Ltd. June 2010 - April 2014
Morgan Stanley Investment Management August 2005 - June 2010
CIBC World Markets October 2000 - August 2005
Mizuho Financial Group July 1997 - October 2000
Deloitte 1994 - 1997
Deloitte 1994 - 1997
Skills
Asset Managment, Asset Management, Finance, Capital Markets, Fixed Income, Loans
Education
Pace University - Lubin School of Business 1991 — 1994
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
CIBC World Markets June 2008 - Present
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Financial Analysis, Corporate Finance, Equities, Management, Strategy, Bloomberg
Education
Queen's University 2007 — 2008
MBA, Business
Queen's University 2003 — 2007
Engineering, Mechanical
CIBC February 2012 - Present
CIBC Wholesale Bank January 2011 - February 2012
CIBC Wholesale Banking May 2010 - December 2010
CIBC World Markets April 2009 - May 2010
Skills
Business Analysis, Banking
Education
York University 1998 — 2000
Bachelors of Computer Science
Panjab University 1988 — 1992
Bachelors of Electrical Engineering
TD March 2014 - Present
Fiera Quantum May 2013 - March 2014
GMP Investment Management January 2010 - May 2013
CIBC World Markets April 2007 - January 2010
CIBC Wood Gundy January 2002 - April 2007
Merrill Lynch February 1999 - December 2001
Midland Walwyn January 1994 - January 1999
Skills
Wealth Management, Alternative Investments, Equities, Investment Management, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investments, Asset Management, ETFs, Wealth, Mutual Funds, Asset Allocation, Fixed Income, Structured Products, Retirement Planning
Education
Queen's University 1986 — 1990
Bachelor's degree, Economics
CIBC World Markets March 2015 - Present
National Bank of Canada May 2014 - March 2015
CIBC World Markets November 2010 - April 2014
Infinium Capital March 2009 - October 2010
Tristar Trading October 2005 - February 2009
Skills
Trading, Equity Trading, Bloomberg, Proprietary Trading, Business Strategy
Education
Queen's University 2010 — 2011
MBA, Strategic Management
University of Toronto - Rotman School of Management 2003 — 2007
B.Com, Commerce & Economics
99 Cents Only Stores April 2014 - Present
CPP Investment Board September 2009 - April 2014
CIBC World Markets May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Corporate Finance, Due Diligence, Strategy
Education
Queen's University 2005 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance
Bialik
Bialik
Bialik
First New York Securities March 2001 - Present
CIBC World Markets October 1997 - March 2001
Oppenheimer & Co. September 1980 - October 1997
Skills
Electronic Trading, Alternative Investments, Asset Management, Hedge Funds, Trading, Private Equity, Securities, Equities, Valuation, Bloomberg, Derivatives, Asset Managment, Investments, Fixed Income, Proprietary Trading, Trading Systems, Middle Office, Prime Brokerage, FINRA, Settlement, Options, FX Options, Back Office, Mergers & Acquisitions, Equity Derivatives, Equity Trading, Capital Markets, Investment Management
Education
Pace University - Lubin School of Business 1975 — 1979
BBA, Accounting/Finance
CIBC World Markets August 2011 - Present
SNC-Lavalin September 2006 - August 2009
Skills
Valuation, Project Finance, Infrastructure, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Asset Management
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance
Queen's University 2001 — 2005
B.Sc., Mechanical Engineering
CIBC World Markets July 2007 - Present
CIBC World Markets July 2011 - August 2012
CIBC World Markets June 2003 - July 2007
Education
Queen's University 2010 — 2011
MBA, Business Administration
Ryerson University 1998 — 2002
Bachelor of Commerce (B.Com.), Business
CIBC World Markets August 2013 - Present
Redline Asset Management July 2013 - Present
Goldman Sachs June 2012 - August 2012
CIBC World Markets May 2011 - August 2011
Education
Queen's University 2009 — 2013
Bachelor of Commerce, Finance, First Class Honours
University of St. Gallen 2012 — 2012
Exchange Program, Finance
Mackenzie Investments June 2015 - Present
Limestone Capital April 2012 - December 2014
CIBC World Markets May 2014 - August 2014
BluMont Capital May 2013 - July 2013
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Leadership, Social Media, Portfolio Management
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Commerce
Tsinghua University 2013 — 2013
Pierre Elliott Trudeau High School 2007 — 2011
Royal Bank of Canada (RBC) September 2011 - February 2012
CIBC World Markets 2000 - 2011
CIBC World Markets 1998 - 2000
Chase 1997 - 1998
RELIANCE NATIONAL 1992 - 1997
Skills
Middle Office, Management, Finance, Equities, Securities Lending, Investment Banking, Fixed Income, Financial Services, Options, Funding, Derivatives, Account Reconciliation, Bloomberg, Analysis, Capital Markets, Variance Analysis, Product Control, Hedge Funds
Education
Pace University
MBA, Finance
BMO Capital Markets March 2002 - April 2015
CIBC World Markets December 1996 - August 2001
Skills
Compliance Management, Leadership, Compliance Policies, Compliance Procedures, Compliance Surveillance..., Compliance Training, Capital Markets, Securities, AML, Securities Compliance, SEC Regulation, Dodd-Frank, FINRA, Banking Regulatons, Equities, Equity Trading, Equity Research, Fixed Income, High yield Corporate..., U.S. Treasury Securities, Leverage Finance..., Municipal Securities, Primary Government..., Investment Banking, Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions, Private Placements, Private Equity, Public Finance, Corporate Banking, Derivatives, Leveraged Finance, Managing Conflicts of..., Regulatory Risk..., Problem Solving, Trading Systems, Bloomberg, Series 7, General Securities..., Municipal Securities..., Registered Options..., General securities..., Compliance Controls
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Business Administration & Accounting
St. John's University School of Law
Juris Doctor (J.D.), Law
Align November 2006 - Present
CIBC World Markets 2007 - 2009
CIBC World Markets 2007 - 2009
Skills
Vendor Management, PMO, PMP, IT Strategy, Project Portfolio..., ITIL, Resource Management, IT Service Management, Infrastructure, IT Management, Disaster Recovery, Project Delivery, Integration, IT Operations, Data Center
Education
Quinnipiac University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Quinnipiac University - School of Business 2000 — 2004
Business Administration and Management, General
CIBC World Markets March 1998 - Present
TD Securities Inc November 1994 - March 1998
Education
CFA Institute
CFA
Queen's University
Catlin Inc July 2011 - April 2014
Goldman Sachs June 2004 - May 2011
Credit Suisse January 2000 - April 2004
CIBC World Markets March 1994 - December 1999
Kidder Peabody July 1992 - March 1994
Skills
Portfolio Management
Education
William E. Simon School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
Panjab University 1987 — 1989
Bachelor of Arts (B.A.), Economics
Brookfield Asset Management July 2007 - Present
CIBC World Markets 2005 - 2007
Skills
M&A experience, Private Equity, Infrastructure, Asset Management, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Investment Banking, Equities, Due Diligence, Structured Finance, Alternative Investments, Investments
Education
Queen's University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance
Scotiabank Global Banking and Markets 2007 - 2014
CIBC World Markets 2004 - 2007
RBC Capital Markets 1996 - 2004
PwC 1993 - 1996
Skills
Financial Structuring, Equity Derivatives, Accounting, Regulatory Requirements, Leadership, Corporate Tax, Banking, Finance, Structured Products, Treasury, Financial Analysis, Capital Markets, Derivatives, Equities, Structured Finance
Education
Queen's University
Bachelor of Commerce (B.Com.), Accounting and Finance