Excel Funds Management Inc.

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Excel Funds Management Inc. Employees

Employee
Years
Job
Industry
Shingi Kanhukamwe, CSM, CSPO Shingi Kanhukamwe, CSM, CSPO Toronto, Canada Area Details
Shingi Kanhukamwe, CSM, CSPO's Excel Funds Management Inc. Experience February 2011 - September 2011
Job Senior Agile Project Manager at Mackenzie Investments
Industry Information Technology and Services
Experience
EY  November 2013 - August 2014
Invokevoke Digital Solutions   October 2011 - November 2013
Excel Funds Management Inc.   February 2011 - September 2011
The Co-operators: TIC Travel Insurance   February 2008 - February 2011
Ronald Douglas Technology Consulting   November 2008 - December 2010
Giftlink & Co. Ltd.   October 2005 - January 2008
Parliament of Canada  September 2004 - September 2005

Skills
Email Marketing, Digital Marketing, Digital Strategy, Marketing Strategy, CRM, Strategy, SEO, Business Strategy, Direct Marketing, Lead Generation, Social Media, Entrepreneurship, E-commerce, Social Media Marketing, Business Analysis, Web Analytics, Online Advertising, B2B, Marketing, Leadership, Project Management, Google Analytics, Market Analysis, Marketing Management, Online Marketing, Web Project Management, Agile Project Management, Competitive Analysis, Certified Scrum Master..., Web Strategy, SEO copywriting, Customer Insight, Demand Generation, Inbound Marketing, Marketing Automation, Marketing Communications, Strategy Development, Software Project..., User Stories, Eloqua, Pardot, HubSpot, SDLC, Vendor Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Salesforce.com, JIRA, Concur

Education
University of Toronto   2009 — 2009
Foundations of Business Analysis, Business Analysis

University of Toronto   2008 — 2009
Certificate, Project Managment

Trent University   2000 — 2004
Bachelor’s Degree, Business Administration, Philosophy

King's-Edgehill   1998 — 2000
High School, General Studies

Deepak Chitra Deepak Chitra Montreal, Canada Area Details
Deepak Chitra's Excel Funds Management Inc. Experience September 2012 - September 2013
Job Director, Business Development National Bank Direct Brokerage.
Industry Investment Management
Experience
National Bank Direct Brokerage  October 2013 - Present
Excel Funds Management Inc.   September 2012 - September 2013
Financière Sun Life  January 2011 - August 2012
CIBC  2006 - 2011
RBC  2000 - 2006

Skills
Team Management, Team Building, Account Management, Sales Management, Investment Strategies, Organizational..., Social Networking, Banking, Negotiation, Wealth Management, Financial Advisory, Mutual Funds, Investments, Strategic Financial..., Retirement Planning, Asset Managment, Portfolio Management, Financial Services, Relationship Management, Investment Advisory, Retirement, Securities, New Business Development, Financial Markets, Coaching, Emerging Markets, Leadership, Business Communications, Wealth Management..., Investment Management, Management, Asset Allocation, Finance, Recruiting, Equities, Sales, Fixed Income, Insurance, Risk Management, Mortgage Lending, Financial Analysis, Marketing, Alternative Investments, Credit, Capital Markets, Wealth, Bonds, Life Insurance, Business Development, Financial Planners

Education
Concordia University
Bachelor Of Arts & Science, Economics

Dawson College   1997 — 2000
International Busines Studies

Matt Santos Matt Santos Toronto, Canada Area Details
Matt Santos's Excel Funds Management Inc. Experience March 2013 - Present
Job Graphic Designer at Excel Funds Management Inc.
Industry Graphic Design
Experience
Excel Funds Management Inc.   March 2013 - Present
Bell  November 2012 - March 2013
MattSantos.ca   January 2002 - March 2013
Final Imprint   January 2009 - January 2010

Skills
Typography, Logo Design, Illustration, Layout, Posters, Corporate Identity, Graphic Design, Illustrator, InDesign, Adobe Creative Suite, Digital Illustration, Vector Illustration, Art Direction, Brochures, Visual Communication, Team Leadership, File Management, Advertising, Design logos, Photography, Photo Editor, Photoshop, Dreamweaver, Graphics, Stationery, Pre-press, Image Editing, Image Manipulation, PowerPoint, Microsoft Excel, Microsoft Word, Keynote, Press Releases, Email Marketing, Web Design, Mac, Adobe Acrobat, Corporate Branding, Flash, Branding, Business Cards, Creative Direction, Digital Photography, Motion Graphics, After Effects, Storyboarding, Banners, Packaging, Adobe Fireworks, Creative Strategy

Education
Toronto Film School   2011 — 2012
Graphic Design and Interactive Media Diploma, Graphic Design and Interactive Media

Phoenix Print Shop   2005 — 2005
Print Foundations diploma, Printing and Pre-Press

St. Patrick's Secondary
High School Diploma

Dhruv Soni Dhruv Soni Toronto, Canada Area Details
Dhruv Soni's Excel Funds Management Inc. Experience June 2012 - December 2012
Job Accessibility Specialist at Quadrangle Architects
Industry Design
Experience
Quadrangle Architects  September 2013 - Present
Quadrangle Architects  June 2013 - August 2013
Excel Funds Management Inc.   June 2012 - December 2012
CGI Group Inc. - Financial Services Banking and Consulting   May 2011 - September 2011

Skills
SketchUp, Adobe Creative Suite, Wireframes, Architecture, Graphic Design, Accessibility, Universal Design, Inclusive Design, AutoCAD Architecture, Revit, Rhino 3D, 3ds Max, Illustrator, Design Research, Architectural Design, Space planning, Sketching, Architectures, Space Planning

Education
OCAD University   2010 — 2014
Bachelor of Design, Environmental Design

Wilfrid Laurier University   2007 — 2010

B. Spencer Rolls B.A., CIM B. Spencer Rolls B.A., CIM Vancouver, Canada Area Details
B. Spencer Rolls B.A., CIM's Excel Funds Management Inc. Experience December 2013 - Present
Job VP, Business Development (Excel) Emerging Markets Professional dedicated to helping advisors grow their businesses.
Industry Financial Services
Experience
Excel Funds Management Inc.   December 2013 - Present
Steelhead Society of British Columbia   November 2008 - Present
Malinka Financial (Assante)   April 2011 - September 2013
AGF Investments  May 2007 - April 2011
Gowlland Harbour Resort & Conference Centre   April 2005 - May 2007
Peregrine Lodge   May 2002 - September 2004

Skills
Insurance, Investments, Tax, Employee Benefits, Mutual Funds, Investment Strategies, Management, Wealth Management, Sales, Financial Services, Financial Advisory, Investment Advisory, Retirement Planning, Asset Management, Asset Allocation

Education
Canadian Securities Institute   2012 — 2014
Certified Financial Planner, Financial Planning

Canadian Securities Institute   2011 — 2012
Insurance License

Canadian Securities Institute   2008 — 2010
CIM, Investment Management

The University of British Columbia   1999 — 2004
B.A., English & Economics

Marie Chantal Lauzon Marie Chantal Lauzon Montreal, Canada Area Details
Marie Chantal Lauzon's Excel Funds Management Inc. Experience March 2010 - September 2012
Job Senior VicePresident Business Development at Horizons ETFs
Industry Investment Management
Experience
Horizons ETFs   September 2012 - Present
Excel Funds Management Inc.   March 2010 - September 2012
Standard Life  2006 - 2009
National Bank of Canada  2002 - 2005
Dundee Wealth  1999 - 2002
CIBC World Markets  1996 - 1999

Skills
Fluently speaking and..., Asset Managment, Business Development, Business Relationship..., Wealth Management, Investment product..., Sales Management, Strategic Partnerships

Education
CSI Global   1995 — 2014
PDO,Branch Manager,Professional Financial Planinng,CSC,RR, CIM underway

Université Laval   1987 — 1990
Bachelor's degree, Labor and Industrial Relations

Randy Barrett Randy Barrett Toronto, Canada Area Details
Randy Barrett's Excel Funds Management Inc. Experience 2006 - 2008
Job Need talent? Recruiter who delivers top talent to companies for 8 years at Reasonable rates
Industry Staffing and Recruiting
Experience
Staffix Professional Staffing   February 2015 - Present
Advisorassistant.ca   2010 - Present
Eroc Professional Recruitment   May 2013 - January 2014
Elby Professional Recruitment   May 2010 - May 2013
Desjardins Financial Security  2008 - May 2010
Excel Funds Management Inc.   2006 - 2008
Sentry Select Capital Corp.  2004 - 2006
Franklin Templeton Investments  January 2002 - January 2004
Investment Planning Counsel  2000 - 2002

Skills
Recruiting, Talent Acquisition, Leadership, Executive Search, Talent Management, Financial Services, Investments, Human Resources, Insurance, Sales, Hiring, Wealth Management, Technical Recruiting, Building Relationships, New Business Development, Banking, Team Building, Sales Management, Portfolio Management, Accounting, Contract Recruitment, Coaching, Financial Planning, Sourcing, Social Media, Investment Advisory, Risk Management, Recruitment Advertising, Investment Strategies, College Recruiting, Social Networking, Succession Planning, Asset Management, Investment Banking, Sales Recruitment, Employee Hiring, Financial Markets, Sales Trainings, Recruitment/Retention, Headhunting, Head Hunter, Toronto, Ontario, Full-cycle Recruiting, Job Search, Job Search Strategies, Credit Unions, Partner Recruitment, Financial Services..., Resume Writing

Education
Sheridan College   1993 — 1996
Business Administration- Finance Diploma, David Campus

High School   1988 — 1992

Rosemary Vergara Rosemary Vergara Toronto, Canada Area Details
Rosemary Vergara's Excel Funds Management Inc. Experience March 2005 - January 2007
Job Advertising and Campaign
Industry Marketing and Advertising
Experience
Franklin Templeton Investments  January 2007 - May 2009
Excel Funds Management Inc.   March 2005 - January 2007
Bank of Montreal  January 2003 - August 2004
Bank of Montreal  February 2001 - January 2003
Bank of Montreal  February 2000 - February 2001
Bank of Montreal  August 1998 - February 2000

Skills
Marketing, Advertising, Marketing Communications, CRM, Marketing Strategy, Sales

Education
George Brown College   2004 — 2005
Post Graduate Certificate, Business Marketing Analysis

University of Guelph   1995 — 1999
B.A., Sociology

Grant Patterson Grant Patterson Toronto, Canada Area Details
Grant Patterson's Excel Funds Management Inc. Experience September 2011 - March 2014
Job Vice President Compliance at NEI Investments
Industry Investment Management
Experience
NEI Investments  March 2014 - Present
Excel Funds Management Inc.   September 2011 - March 2014
Excel Funds Management Inc.   2011 - 2011
McLean Budden  May 2005 - December 2010
McLean Budden  May 2000 - December 2010
BMO Nesbitt Burns  May 1998 - May 2000

Skills
Mutual Funds, Securities, Investment Management, Equities, Trading, Due Diligence, Strategic Planning, AML, Finance, Financial Risk, Investments, Wealth Management, Team Building, Analysis, Financial Services, Fixed Income, Investment Advisory, Asset Management, Investment Strategies, Hedge Funds, Capital Markets, Alternative Investments, Asset Allocation, FINRA, Portfolio Management, Financial Markets, ETFs

Education
Laurentian University/Université Laurentienne   1991 — 1996
Bachelor of Arts

MSS

Caroline Grimont Caroline Grimont Toronto, Canada Area Details
Caroline Grimont's Excel Funds Management Inc. Experience November 2013 - Present
Job Vice President, Marketing
Industry Financial Services
Experience
Excel Funds Management Inc.   November 2013 - Present
FX Treasury & Cross Border Payment project   March 2013 - November 2013
OANDA Corporation  December 2010 - March 2013
The Asian Banker   April 2008 - December 2010
Paradata Systems Inc.  December 1999 - December 2003
T.A.B International, The Asian Banker   January 1999 - October 2000
Yeu Tyan Group   December 1991 - March 1997
Air Marrel America (Bennes Marrel)   1987 - 1991

Skills
Financial Services, Electronic Trading, FX trading, FX Options, Currency, Capital Markets, Business Development, online marketing, Internet, Account Management, Payments, Emerging Payments, SWIFT payments, Electronic Payments, e-commerce, Consultative Sales..., Sales&Marketing, B2B Marketing Strategy, Internetworking, Internet Software, Relationship-building..., Strategic Alliances, Affiliate Networks, E-commerce, Team Building, Derivatives, Options, Financial Markets, Online Marketing, Trading, Trading Strategies, Trading Systems, Technical Analysis, Commodity, Equities, Investment Banking, Hedge Funds, Hedging, Alternative Investments, Investments, Foreign Exchange, Banking

Education
National University of Singapore   1996 — 1998
Master's degree

University College Dublin   1993 — 1995
Bachelor

St. Clare's Hall, Oxford   1980 — 1982
International Baccalaureate

United World College

Rahim (Ray) Kanji Rahim (Ray) Kanji Toronto, Canada Area Details
Rahim (Ray) Kanji's Excel Funds Management Inc. Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Invis  2007 - 2015
Excel Funds Management Inc.   2007 - 2008
National Bank of Canada (formerly Altamira Investment Services Inc.)   2006 - 2007
Sun Life Financial  2004 - 2005
Sun Life Financial  2003 - 2004
AGF Management Limited  1999 - 2003

Skills
Sales&Marketing, Relationship-building..., Client-centric, Business Development, Mutual Funds, Financial Services, Goal-driven leader, Entrepreneurship, Mortgage Brokers, Financial Advisory, Consulting, Networking, Team Building, Business Strategy Design, Training, Investments, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Microsoft Office, Customer Service, Lead Generation, New Business Development, Social Media, Residential Mortgages, Mortgage Marketing, Mortgage Lending, Retirement, Sales, Relationship Management, Real Estate Financing, Refinance, Savings, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, Leadership, Asset Management, Wealth, CRM, Selling, Debt Consolidation, Loans, Financial Planning, Relationship Building

Education
OREA Real Estate College   2014 — 2015
The Salesperson Registration Education Program

REMIC (Real Estate and Mortgage Institute of Canada   2013 — 2013
REMIC Mortgage Agent Course (RMAC)

Canadian Securities Institute   2012 — 2013
Canadian Insurance Course (CIC) - LLQP

Canadian Securities Institute   2011 — 2011
Conduct and Practices Handbook Course (CPH)

Canadian Securities Institute   2011 — 2011
Canadian Securities Course (CSC)

Canadian Securities Institute   2010 — 2010
Investment Funds in Canada (IFIC)

Seneca College of Applied Arts and Technology   2008 — 2008
Mortgage Agent Program

The Institute of Canadian Bankers   2006 — 2006
Investment Funds in Canada (IFIC)

Canadian Securities Institute   2002 — 2002
Conduct and Practices Handbook Course (CPH)

Canadian Securities Institute   1999 — 2001
Canadian Securities Course (CSC)

Shamroze Khan Shamroze Khan Toronto, Canada Area Details
Shamroze Khan's Excel Funds Management Inc. Experience September 2012 - December 2012
Job Research Associate Talent Acquisition at Hudson's Bay Company
Industry Human Resources
Experience
Hudson's Bay Company  March 2015 - Present
Match Marketing Group  April 2014 - December 2014
Sheridan  August 2013 - December 2013
Excel Funds Management Inc.   September 2012 - December 2012

Skills
Bloomberg, Capital IQ, Microsoft Word, Microsoft Excel, PowerPoint, Harmony, Recruitment Advertising, Compensation & Benefit, Payroll, Occupational Health, WHMIS, Hay Job Evaluation, PeopleSoft Financial, iCIMS, Outlook, Time Management, Recruiting, Teamwork, Leadership, Microsoft Office, Customer Service, Interviews, Team Leadership, Financial Analysis, Management, Applicant Tracking..., Human Resources

Education
Schulich School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance, Accounting and Strategic Management

Sheridan College   2013 — 2013
Post Graduate Human Resource Certificate, Human Resource Management

Mary Ji, CGA Mary Ji, CGA Toronto, Canada Area Details
Mary Ji, CGA's Excel Funds Management Inc. Experience October 2010 - Present
Job Corporate Accountant at Excel Funds Management Inc.
Industry Financial Services
Experience
Excel Funds Management Inc.   October 2010 - Present
Orlando Corporation  June 2008 - June 2009
State Street Corporation  November 2005 - May 2008
Biltrite Industries   March 2005 - November 2005

Skills
Accounting, Financial Analysis, Pivot Tables, Variance Analysis, Financial Modeling, Cash Flow, Fund Accounting, Strategic Financial..., Mutual Funds, Corporate Accounting, Accounts Payable, Financial Statements, Financial Accounting, Account Reconciliation, Auditing, Corporate Finance

Education
Certified General Accountant, Ontario
CGA

Canadian Securities Institute   2006 — 2006
Canadian Securities Course

Humber College   2003 — 2005
Diploma with Honors, Accounting

Huazhong University of Science and Technology, China   1997 — 1999
Master's degree, Economics

Hubei University, China   1990 — 1994
Bachelor of Arts (BA)

Lindsey Adams Lindsey Adams Toronto, Canada Area Details
Lindsey Adams's Excel Funds Management Inc. Experience May 2011 - September 2011
Job Program Manager at Konica Minolta Business Solutions Canada
Industry Marketing and Advertising
Experience
Konica Minolta Business Solutions Canada  April 2015 - Present
Konica Minolta Business Solutions Canada  April 2014 - April 2015
Konica Minolta Business Solutions Canada  April 2013 - April 2014
Konica Minolta Business Solutions Canada  May 2012 - April 2013
Excel Funds Management Inc.   May 2011 - September 2011
Air Canada  May 2009 - May 2010

Education
McMaster University   2008 — 2012
Honours Bachelor of Commerce

Zak Inzirillo Zak Inzirillo Toronto, Canada Area Details
Zak Inzirillo's Excel Funds Management Inc. Experience April 2015 - September 2015
Job Inside Sales Coordinator at Excel Funds Management Inc.
Industry Financial Services
Experience
Excel Funds Management Inc.   April 2015 - September 2015
Ralph Lauren  July 2013 - February 2015

Skills
Sales, Customer Service, Leadership, Microsoft Office, Retail, PowerPoint, Management, Strategic Planning, Marketing, Social Media, Time Management, Teamwork, Sales Force, Microsoft Excel, Microsoft Word, Event Planning, Communication, Social Networking, Research, Inventory Management

Education
Sheridan College   2015 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General

Bishop Reding Secondary School   2009 — 2013

Doug Durnin Doug Durnin Vancouver, Canada Area Details
Doug Durnin's Excel Funds Management Inc. Experience January 2012 - June 2012
Job Wealth Management Professional/Consultant at DJ Durnin Enterprises
Industry Financial Services
Experience
DJ Durnin Enterprises   March 2015 - Present
Desjardins Financial Security Life Assurance Company  December 2013 - March 2015
Excel Funds Management Inc.   January 2012 - June 2012
Credential Financial Inc.  July 2007 - September 2011
Pattison Sign Group  September 2003 - January 2006
Durnin Financial and Insurances Services Ltd.   June 1990 - September 2003

Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Advisory, Strategic Financial..., Securities, Portfolio Management, Estate Planning, Asset Managment, Investment Strategies, Sales Management, New Business Development, Risk Management, Insurance, Strategic Planning, Coaching, Equities, Financial Services, Business Development, Financial Advisory, Retirement, Wealth Management..., Asset Management, Financial Planners, Asset Allocation, Relationship Management, Fixed Annuities, Investment Management, Wealth, Mortgage Lending, Life Insurance, Disability Insurance, Banking, Credit, Fixed Income, Financial Planning, Management, Sales, Customer Service, Business Strategy, Leadership, Practice Management, Business Planning, Team Building, Financial Analysis, Finance, Marketing Strategy, Strategy

Education
University of Manitoba
BA, Psychology

Jeremie S. Clarke, MBA Jeremie S. Clarke, MBA Toronto, Canada Area Details
Jeremie S. Clarke, MBA's Excel Funds Management Inc. Experience October 2011 - March 2013
Job Director – Sales Support & Operations \\ Directeur – Support aux ventes & Opérations
Industry Financial Services
Experience
SSQ Groupe financier Financial Group  May 2015 - Present
SSQ Groupe financier Financial Group  March 2013 - Present
Excel Funds Management Inc.   October 2011 - March 2013
Bank of Montreal  January 2010 - September 2011
Edward Jones  May 2007 - November 2009
Brock MBA Business Consulting   May 2006 - June 2007
Results Management   2002 - 2005

Skills
Financial Planning, Portfolio Management, Coaching, Investments, Succession Planning, Strategic Financial..., Retirement Planning, Relationship Management, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Recruiting, Employee Benefits, Training, Management, Leadership, Employee Training, Change Management

Education
CHRP   2013 — 2015
CHRP Candidate, Human Resources Management and Services

Langevin   2011 — 2011
Certificate, Instructional Design

Securities Designations   2007 — 2007
CSC, CPH, LLQP & WME, Financial Markets

Brock University   2005 — 2007
MBA, Finance

Concordia University   2002 — 2005
Bachelors, Political Science, History and International Business

Marianopolis College   2000 — 2002
DEC, Social Sciences

Selwyn House School   1997 — 2000
High School

Mark Pahwa Mark Pahwa Toronto, Canada Area Details
Mark Pahwa's Excel Funds Management Inc. Experience September 2014 - Present
Job Manager, Business Development at Excel Funds Management Inc.
Industry Investment Management
Experience
Excel Funds Management Inc.   September 2014 - Present
CI Investments Inc.  February 2013 - August 2014
Maven Investor   February 2013 - September 2013
Mackenzie Investments  December 2011 - September 2012
Guy Carpenter  April 2010 - August 2010

Skills
Excel, Microsoft Office, Problem Solving, Business Analysis, Strategic Planning, Bilingual, Security Analysis, Fixed I, Fixed Income Products, Equity Research, Derivatives, Exotic Derivatives, Finance, Investments, Financial Analysis, Analysis, Mutual Funds, Research, Teamwork, Management

Education
Carleton University   2009 — 2010
MBA, Finance

Carleton University   2003 — 2007
B.Math, Mathematics

Jean Marier Jean Marier Montreal, Canada Area Details
Jean Marier's Excel Funds Management Inc. Experience September 2015 - Present
Job Vice President Business Development, Quebec at Excel Funds Management Inc.
Industry Capital Markets
Experience
Excel Funds Management Inc.   September 2015 - Present
Cegep John Abbott College  2009 - Present
Laurentian Bank Securities  June 2010 - August 2015
Manulife Financial  2006 - 2010
BMO Financial Group  2000 - 2006

Education
Concordia University
Bachelor of Arts (B.A.), Canadian Studies

Vanier College

Leonel Fok, CPA, CMA Leonel Fok, CPA, CMA Toronto, Canada Area Details
Leonel Fok, CPA, CMA's Excel Funds Management Inc. Experience July 2013 - Present
Job Analyst at Excel Funds Management Inc.
Industry Investment Management
Experience
Excel Funds Management Inc.   July 2013 - Present
Marquest Asset Management   September 2011 - April 2013
Bank of Nova Scotia  May 2011 - August 2011
Bank of Nova Scotia  January 2010 - May 2011
Maple Leaf Foods  January 2008 - June 2010
Caged Angel Films   August 2009 - December 2009

Skills
Accounting, Financial Reporting, Customer Service, Microsoft Excel, Portfolio Management, Analysis, Project Management, Financial Analysis, Financial Modeling, Investments, Finance, Mutual Funds, Financial Accounting, Microsoft Office, Financial Planning, Account Reconciliation

Education
University of Toronto Mississauga   2004 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance Specialist and Economics Minor

Humber College   2009 — 2009
Postgraduate, Project Management

Canadian Securities Institute

Farhana Dosani Farhana Dosani Kitchener, Canada Area Details
Farhana Dosani's Excel Funds Management Inc. Experience September 2005 - June 2008
Job
Industry Information Technology and Services
Experience
HDI Trillium Chapter   September 2010 - Present
ThinkITSM Corp.   July 2008 - Present
Excel Funds Management Inc.   September 2005 - June 2008

Education
George Brown College   2005 — 2005
Post Graduate Degree, Database Marketing

University of Waterloo   1999 — 2004
BA, Economics/Human Resources

Andrew Hungerbuhler Andrew Hungerbuhler Montreal, Canada Area Details
Andrew Hungerbuhler's Excel Funds Management Inc. Experience February 2015 - Present
Job President at Alphalink Investment Partners Inc
Industry Financial Services
Experience
Alphalink Investment Partners Inc   July 2015 - Present
Excel Funds Management Inc  February 2015 - Present
Alphalink Investment Partners Inc   January 2009 - January 2015
Excel  2015 - 2015
Excel  2015 - 2015
Scotia Capital  2010 - 2011
AIMA   2007 - 2011
BluMont Capital  2003 - 2008
CIBC Wood Gundy  1996 - 2003

Education
Castleton University   1985 — 1989
BS

Jeff Kerner Jeff Kerner Toronto, Canada Area Details
Jeff Kerner's Excel Funds Management Inc. Experience 2011 - 2014
Job MBA, RRC
Industry Investment Management
Experience
TD Wealth Management  2014 - Present
Excel Funds Management Inc.   2011 - 2014
CIBC Wealth Management  2006 - 2011
Berkshire Group  2002 - 2006

Skills
Financial Markets, Mutual Funds, Capital Markets, LBO, Analysis, Financial Modeling, Asset Management, DCF, Mergers, Investments, Equities, Wealth Management, Relationship Management, Financial Services, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Investor Relations, Mergers & Acquisitions

Education
Athabasca University   2011 — 2014
Master of Business Administration (M.B.A.)

Investment Banking Institute

McGill University   1997 — 2001
B.A, Industrial Relations, Humanistic Studies

Ramin Sarafian Ramin Sarafian Toronto, Canada Area Details
Ramin Sarafian's Excel Funds Management Inc. Experience March 2010 - August 2011
Job Inside Sales Representative at Sun Life Global Investments
Industry Investment Management
Experience
Sun Life Global Investments  November 2011 - Present
Excel Funds Management Inc.   March 2010 - August 2011

Skills
Mutual Funds, Wealth Management, Investments, Investment Strategies, Relationship Management, Strategic Financial...

Education
Ryerson University
Bachelor of Commerce (BCom), Business/Commerce, Finance

Jeremy Soares Jeremy Soares Toronto, Canada Area Details
Jeremy Soares's Excel Funds Management Inc. Experience September 2015 - Present
Job Market Research Associate at Excel Funds Management Inc.
Industry Investment Management
Experience
Excel Funds Management Inc.   September 2015 - Present
Cambridge Associates  April 2014 - August 2015
Advantage Data  September 2011 - April 2014
Bank of America  November 2010 - August 2011
JPMorgan Chase & Co  April 2010 - August 2010
LighterLife   October 2009 - March 2010

Education
Bentley University   2006 — 2009
Bachelor of Science, Finance