Claymore Investments, Inc.
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Claymore Investments, Inc. Employees
Oracle Marketing Cloud October 2015 - Present
Oracle Marketing Cloud June 2014 - October 2015
XMC Branded Products Inc. October 2012 - April 2014
MFIVE Sports August 2012 - October 2012
Claymore Investments, Inc. May 2011 - March 2012
Flow Entertainment September 2007 - July 2009
CIBC Wood Gundy February 2008 - September 2008
CIBC Wood Gundy February 2007 - April 2007
Skills
Digital Marketing, Social Media, Web Analytics, Management, Advertising, Negotiation, Digital Strategy, Marketing Strategy, Business Development, E-commerce, Account Management, Marketing, New Business Development, Strategic Partnerships, Sales, Marketing Communications, Social Media Marketing, Leadership
Education
Dalhousie University 2005 — 2009
Bachelor Of Commerce, Entrepreneurship
Centennial College 2010 — 2011
Advertising Account Management
SimCorp January 2014 - Present
SimCorp USA Inc February 2012 - January 2014
Rosh Hashem March 2011 - October 2011
Claymore Investments, Inc. January 2011 - February 2011
ASB Group Investments September 2007 - October 2010
Cutting Edge Cuisine Ltd. CinCin on Quay July 2006 - July 2007
JPMorgan Chase February 2005 - January 2006
Skills
Business Analysis, Financial Modeling, Business Process..., Finance, Fund Accounting, Investment Management, Financial Reporting, Problem Solving, Leadership, Analytical Skills, Forecasting, Straight T, Financial Accounting, Stakeholder Management, SimCorp Dimension
Education
Auckland University of Technology 2006 — 2007
Post Graduate Diploma, Corporate Finance
University of Mumbai 2000 — 2005
Bachelors of Management Studies, Finance
St Xavier's High School, Fort
The Successful Investor Inc. & Successful Investor Wealth Management Inc. May 2014 - August 2015
Claymore Investments, Inc. July 2006 - June 2012
Gibraltar Consulting Group, Inc. March 2005 - July 2006
Skills
Bloomberg, Marketing Strategy, Securities, Asset Managment, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, ETFs, Financial Services, Fixed Income, Derivatives, Asset Allocation, Trading, Investment Management, Options, Equity Trading, Business Development, Bonds, Equity Derivatives, Financial Modeling, Due Diligence, Financial Markets
Education
Bishop's University 1993 — 1997
Bachelor of Arts (B.A.), French Studies and Political Studies
Richview Collegiate Institute 1989 — 1993
OSSD, French Immersion Program
First Asset Capital Corp. July 2012 - Present
Wildeboer Dellelce LLP 2010 - July 2012
Claymore Investments, Inc. 2011 - 2012
Appleby 2008 - 2010
Nortel Networks Limited January 2005 - June 2007
McMillan Binch Mendelsohn LLP June 1997 - May 2004
Atlantis communications 1992 - 1995
Skills
Securities, Mergers, Corporate Governance, Corporate Law, Legal Advice
Education
University of Ottawa 1987 — 1990
LLB, Law
Carleton University
Bachelor of Arts (B.A.), political
Wildeboer Dellelce LLP 2005 - Present
Claymore Investments, Inc. 2009 - March 2011
Skills
Corporate Finance, Securities, Securities Regulation, Corporate Governance, Venture Capital, Asset Management, Alternative Investments, Investments, ETFs, Financial Services, Legal Advice, Corporate Law, Due Diligence, Legal Research, Mergers & Acquisitions, Intellectual Property, Legal Writing, Commercial Litigation, Joint Ventures
Education
Osgoode Hall Law School 2002 — 2005
LL.B.
McGill University 1996 — 1999
B.A.
iShares March 2012 - Present
Claymore Investments, Inc. June 2007 - March 2012
TD December 2005 - June 2007
IA Clarington September 2003 - December 2005
Skills
ETFs, Mutual Funds, Investment Products, Sales Management, Marketing Strategy, Investments
Education
McMaster University 1996 — 2000
Hons B.A., Economics (Commerce)
Royal & Sun Alliance Insurance Company of Canada (RSA Canada) June 2012 - Present
Procom Consultants Group Ltd. June 2011 - June 2012
Wildeboer Dellelce LLP August 2009 - June 2011
Claymore Investments, Inc. October 2010 - March 2011
University of Victoria Business Law Clinic September 2008 - April 2009
Victoria Cool Aid Society May 2008 - September 2008
Segal, Talarico, Habib, Molot LLP April 2007 - December 2007
Skills
Corporate Law, Legal Research, Legal Writing, Legal Advice, Corporate Governance, Investments, Litigation, Legal Issues, Business Analysis, Strategic Planning, ETFs, Privacy Law, Securities Law, Mergers, Banking Law, Public Companies, Securities, Contract Negotiation, Venture Capital, IPO, Risk Management, Employment Law, Claims, Licensing, Leases, Corporate Finance, Business Management, Loans, Intellectual Property, Legislation, Negotiation, Policy, Due Diligence, Real Estate, Legal Services, Legal Compliance, Legal Documentation, Insurance Law, Private Placements, Investment Products, Structured Products, Corporate Counseling, Financial Analysis, Financial Reporting, IT Outsourcing, Intellectual Property..., IT Strategy, SaaS, Cloud Computing, Software Licensing
Education
University of Victoria 2008 — 2009
Baccalaureate of Laws (LL.B.), Faculty of Law
University of Ottawa / Université d'Ottawa 2006 — 2009
Baccalaureate of Laws (LL.B.), Faculty of Law
Richard Ivey School of Business, University of Western Ontario 2002 — 2006
Honours of Business Administration (H.B.A.), Richard Ivey School of Business
St. Michael's College School
Purpose Investments May 2013 - Present
BlackRock iShares March 2012 - April 2013
Claymore Investments, Inc. June 2010 - March 2012
Rothenberg Capital Management Inc. February 2009 - May 2010
Skills
Equities, Wealth Management, Securities, Relationship Management, Mutual Funds, Asset Management, ETFs, Business Development, Investment Strategies, Investments, Investment Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Fixed Income
Education
Concordia University
BA, Economics
Industrial Alliance, Desjardins, SunLife Financial, LaCapitale, Penncorp, Canada Protection Plan August 2010 - Present
Investors Group Financial Services Inc. May 2009 - June 2010
Claymore Investments, Inc. March 2007 - April 2009
Skills
Life Insurance, Segregated Funds, Critical Illness, Retirement Planning, Disability Insurance, Mortgage Lending, Mortgage Insurance, Mutual Funds, Group Benefits, Investments, Retirement Savings, Employee Benefits, Investment Advisory, Wealth Management, Strategic Financial..., Term Life Insurance, Financial Planners, Finance, Investment Strategies, Retirement, Pensions, Wealth, First Time Home Buyers, Group Insurance, Health Insurance, Dental Insurance, Securities, Financial Services, Estate Planning, Asset Allocation, Asset Management, Portfolio Management, Financial Planning
Education
Sheridan College 2005 — 2009
Finance, Financial Planning
Silverthorn Collegiate Institute - High School 2003 — 2004
High School Diploma
Deloitte September 2015 - Present
AutoShare Carsharing Network Inc. July 2015 - September 2015
SGGG Fund Services Inc. September 2013 - April 2014
Deloitte January 2013 - March 2013
Conestoga College Institute of Technology and Advanced Learning September 2012 - September 2012
Claymore Investments, Inc. June 2011 - August 2011
Skills
Accounting, Leadership, Finance, Teamwork, Microsoft Office, Event Planning, Customer Service, Accounts Receivable, Auditing, Fundraising, Microsoft Excel, Financial Accounting, Online Marketing, Financial Reporting, External Audit, Market Research, Financial Statements, Invoicing, Financial Analysis, Business Communications, Insurance, Financial Services, Management Accounting, Time Management, CPA, Accpac, Managerial Accounting, Advertising Sales, Spanish, Cantax, QuickBooks, Customer Relations, Working Independently..., AuditSystems 2, Control Testing, Audit Reports, Tie-ups, Private Equity, Caseware, Mutual Funds, ETFs, Client Relations Skills, Internal Controls, Social Media, Microsoft Word, PowerPoint, Public Speaking, Account Reconciliation
Education
Conestoga College 2010 — 2014
Bachelor of Business Administration, Accounting, Audit, and Information Technology
Athabasca University
Part-time Studies, Accounting
Investment Funds Institute of Canada (IFIC) 2012 — 2013
Canadian Investment Funds Course (CIFC), Mutual Funds Certification