First Asset

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First Asset Employees

Employee
Years
Job
Industry
Robin Faulkner Robin Faulkner Toronto, Canada Area Details
Robin Faulkner's First Asset Experience February 2015 - Present
Job Executive Assistant First Asset Investment Management
Industry Financial Services
Experience
First Asset   February 2015 - Present
West Face Capital Inc.   January 2013 - February 2015
Shorcan Brokers Limited  December 2008 - September 2012
Toronto Stock Exchange  September 2007 - December 2008
Toronto Stock Exchange  June 2005 - September 2007
Altamira Investment Services  2001 - 2003

Skills
Event Planning, Project Finance, Supply Management, Travel Planning, Relationship Management, Solid computer skills, Charitable Gift Planning, Administrative..., Management, Fixed Income, Capital Markets, Investor Relations, Business Development, Trading, Derivatives, Equities, Bloomberg, Options

Education
Humber College   2001 — 2002

Kane and York Memorial

Kane and York Memorial

York Memorial

Darryl Cheung Darryl Cheung Toronto, Canada Area Details
Darryl Cheung's First Asset Experience January 2014 - Present
Job First Asset | ETFs | Sales Process | Relationship Builder | Investments | Mutual Funds | Coaching
Industry Investment Management
Experience
First Asset   January 2014 - Present
Fidelity Investments  June 2012 - July 2013
Fidelity Investments  August 2007 - June 2012
TD  October 2004 - August 2007
TD  August 2000 - October 2004

Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Retirement, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Fixed Income, Wealth, Financial Services

Education
Ryerson University
Bachelor of Commerce (BCom), Finance, Business Management, Enterprise Development

Cathy Norman Cathy Norman Indianapolis, Indiana Area Details
Cathy Norman's First Asset Experience August 2002 - Present
Job RE/MAX Centerstone Managing Broker 3 Locations
Industry Real Estate
Experience
Re/Max Centerstone  October 2010 - Present
First Asset   August 2002 - Present

Skills
New Home Sales, Single Family Homes, Short Sales, Investment Properties, First Time Home Buyers, Relocation, Real Estate, Real Estate Investment, Luxury, Buyer Representation, REO, Home, Foreclosures, First Time Buyers, Investors, Realty, Sellers, Relocations, Condos, Land, Residential, Listings, Purchase, Buying, Resale, HUD, New Homes, ABR, FHA, Selling, Investments, Referrals, Seniors, Real Estate Transactions, Property Management, Distressed Property, Construction, Real Estate Development, Negotiation, Townhomes, e-PRO, Rentals, Contract Negotiation, Home Marketing, Move Up Buyers, VA, Mortgage, Commercial Real Estate, Buyers, Brokerage

Education
Indiana University - Kelley School of Business

Roncalli High School, Ball State University, Indiana University
Bachelorette of Science/Criminal Justice Degree/Business Management

Trevor Gordon, MBA, CFA Trevor Gordon, MBA, CFA Toronto, Canada Area Details
Trevor Gordon, MBA, CFA's First Asset Experience October 2012 - March 2013
Job Manager of Portfolio Analytics at Toron AMI International Asset Management
Industry Investment Management
Experience
Toron AMI International Asset Management   June 2013 - Present
First Asset   October 2012 - March 2013
MFS Investment Management  November 2011 - October 2012
McLean Budden  January 2011 - November 2011
McLean Budden  July 2008 - December 2010

Skills
Investment Strategies, Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Performance Attribution, Wealth Management, Real Estate Investor, Consumer Staples, Mutual Funds, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Accounting, Management Accounting, Asset Management, Valuation, Trading, Capital Markets

Education
Wilfrid Laurier University   2012 — 2015
Master of Business Administration (MBA)

McMaster University   2003 — 2008
Honours Bachelor of Arts (BA), Economics

Ian Gibb Ian Gibb Toronto, Canada Area Details
Ian Gibb's First Asset Experience November 2013 - December 2013
Job Operations Support Professional
Industry Financial Services
Experience
Citi  March 2015 - Present
Donorworx Inc.  August 2014 - November 2014
Careerbuilder Canada  February 2014 - March 2014
First Asset   November 2013 - December 2013
Citi  May 2009 - October 2013
Citi  November 2006 - May 2009
Citi  October 2005 - October 2006

Skills
SQL, Predictive Dialers, Process Optimization, Administration, Access, Databases, Microsoft Office, Project Implementation, Call Center, Visio, Process Improvement, Excel, MS Project, Database Administration, SharePoint, Word, Windows, PowerPoint, Microsoft Excel, Call Centers, System Administration, Banking, Credit Cards, Analysis, Microsoft Word, Risk Management, Team Leadership, Publishing, Project Management, Customer Service

Education
Ryerson University   2014 — 2015
G. Raymond Chang School - Continuing Education Certificate, Publishing

Sheridan College   2011 — 2013
Postgraduate, Project Management, French

Humber College   2009 — 2011
Postgraduate, Project Management

York University   1999 — 2004
Bachelor of Arts - Honours, Communications, Humanities

Theleepan Surendra, MBA Theleepan Surendra, MBA Toronto, Canada Area Details
Theleepan Surendra, MBA's First Asset Experience June 2012 - September 2014
Job Manager, ETF Product Development at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management  October 2014 - Present
First Asset   June 2012 - September 2014
RichmondPath Consulting   July 2011 - September 2014
Schulich School of Business  March 2013 - March 2014
Industrial Products Firm   December 2009 - October 2010
Fidelity Investments  May 2008 - July 2009
Fidelity Investments  February 2007 - April 2008
Fidelity Investments  May 2006 - January 2007
Bank of Montreal  July 2000 - November 2004

Education
York University - Schulich School of Business   2009 — 2011
MBA, Finance

Ryerson University   2000 — 2004
B,Comm., Information Technology Management

CFA Institute
CFA program

John Stephenson John Stephenson Toronto, Canada Area Details
John Stephenson's First Asset Experience April 2006 - May 2014
Job President & CEO at Stephenson & Company Capital Management
Industry Financial Services
Experience
Stephenson & Company Capital Management   June 2014 - Present
First Asset   April 2006 - May 2014
Enron  1994 - 1997

Skills
Equities, Mutual Funds, Wealth Management, Investment Strategies, Investments, Bloomberg, Capital Markets, Investment Advisory, Portfolio Management, Asset Managment, Equity Research, Finance, ETFs, Asset Management, FX Options, Alternative Investments, Hedge Funds, Valuation

Education
INSEAD
MBA, Concentration in Finance

North Toronto

University of Waterloo
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering

Erica Lomonaco Erica Lomonaco Toronto, Canada Area Details
Erica Lomonaco's First Asset Experience May 2013 - Present
Job Regional Sales Representative at First Asset
Industry Financial Services
Experience
First Asset   May 2013 - Present
Renmark Financial Communications  April 2011 - April 2013
BMO Nesbitt Burns  October 2010 - February 2011
Bank of Montreal  March 2007 - January 2009
JB Finishing   May 2007 - September 2007

Skills
Strategic Financial..., Banking, Microsoft Office, QuickBooks, HTML, Microsoft Excel, Training, Customer Service, Investments, Financial Analysis, Portfolio Management, Business Strategy, Strategic Planning, Business Development, Account Management, Marketing, Finance, Management, Strategy, Marketing Strategy, Sales, Financial Planning

Education
Canadian Securities Institute   2007 — 2009
Certificate, CSC

George Brown College   2005 — 2009
Advanced Diploma, Business Administration

Notre Dame Secondary School   2000 — 2004
OSSD

Matt Lacaba Matt Lacaba Toronto, Canada Area Details
Matt Lacaba's First Asset Experience June 2011 - Present
Job Accounting Manager, Fund Operations at First Asset Funds Inc.
Industry Investment Management
Experience
First Asset   June 2011 - Present
VenGrowth  2009 - June 2011
Franklin Templeton Investments  2007 - February 2010
TD Bank Financial Group  July 2003 - 2007

Skills
Mutual Funds, Investments, Financial Analysis, Bloomberg, Fund Accounting, Equities, Valuation, Fixed Income, Capital Markets, Financial Reporting, Derivatives, Financial Services, Hedge Funds, Accounting, Fund Administration, Banking, Options, Finance

Education
Ryerson University
Bachelor of Arts (BA), International Economics & Finance

St. Marguerite D'youville

Stephen Kangas Stephen Kangas Toronto, Canada Area Details
Stephen Kangas's First Asset Experience January 1997 - October 1997
Job Senior Vice President, Product Development and Marketing, Retail Markets at Fiera Capital Corporation
Industry Investment Management
Experience
Fiera Capital Corporation  July 2015 - Present
Kangas Consulting Inc.   November 2009 - Present
Manulife Financial  November 2007 - September 2009
BluMont Capital Inc.   January 2004 - February 2007
Kangas Consulting Inc.   2007 - 2007
TD Canada Trust  November 1997 - June 2000
First Asset   January 1997 - October 1997
BMO Nesbitt Burns  June 1995 - January 1997
Midland Walwyn Capital Inc.  October 1993 - June 1995
TD Bank  January 1992 - October 1993

Skills
Investments, Alternative Assets, Hedge Funds, Portfolio Management, Asset Managment, Mutual Funds, Alternative Investments, Wealth Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1987 — 1989
MBA, Finance

University of Waterloo   1978 — 1983
BA, Economics

Erindale Secondary School   1973 — 1978

CAIA Assocation
CAIA, Alternative Investments

CFA Institute
CFA

Henry Kwan Henry Kwan Toronto, Canada Area Details
Henry Kwan's First Asset Experience June 2014 - Present
Job Regional Sales Representative at First Asset
Industry Financial Services
Experience
First Asset   June 2014 - Present
Yellow Pages / Pages Jaunes – Canada   April 2013 - October 2013
Euler Hermes  February 2010 - February 2013
TD  July 2001 - October 2008

Skills
Relationship Management, Sales Operations, Sales Management, Retail Banking, New Business Development, Customer Experience, Team Leadership, Portfolio Management, Operations Management, Commercial Insurance, Import Export, Digital Marketing, Sales & Marketing..., Investment Strategies, Sales Prospecting, C-Level Presentations, Project Management, Brand Development, Developing New Markets, Strategic Account..., Strategic Financial..., Personal Financial..., Accounts Receivable, ETFs, Mutual Funds, Closed-end Funds, Coaching Staff

Education
Concordia University   1996 — 2001
Bachelor of Arts (BA), Economics

Dawson College   1993 — 1996
Business Administration, Marketing

Selina Marshall Selina Marshall North Tonawanda, New York Details
Selina Marshall's First Asset Experience 2009 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
First Asset   2009 - 2015
Niagara University  August 2006 - May 2008
Niagara University  May 2004 - August 2006

Skills
Portfolio Management, Financial Analysis, Financial Services, Finance, Asset Management, Operational Efficiency, Cost Efficiency, Environmental Science, Teaching, Research, Event Planning

Education
Niagara University   2006 — 2008
Master of Business Administration (M.B.A.), Finance, General, 3.9

Niagara University   2002 — 2006
Bachelor's degree, Biology, General, 3.7

Tim Taylor CIM Tim Taylor CIM Calgary, Canada Area Details
Tim Taylor CIM's First Asset Experience February 2010 - August 2011
Job Vice President at Mosaic Capital Corporation
Industry Financial Services
Experience
Mosaic Capital Corporation   August 2011 - Present
First Asset   February 2010 - August 2011
Franklin Templeton Investments  September 2000 - January 2009
AIC Group of Funds  1999 - 2000

Skills
Alternative Investments, Financial Analysis, Investments, Asset Managment, Mutual Funds, Portfolio Management, Asset Management, Equities, Mergers & Acquisitions, Wealth Management, Estate Planning, Finance, Financial Services, Investment Strategies, Strategic Financial..., Retirement Planning, Private Equity, Investment Advisory, Securities, Financial Planning, Management

Education
University of Regina

Lewis Bateman Lewis Bateman Toronto, Canada Area Details
Lewis Bateman's First Asset Experience May 2013 - May 2014
Job Managing Partner, Whitetail Capital
Industry Financial Services
Experience
Whitetail Capital Corporation   January 2013 - Present
First Asset   May 2013 - May 2014
Horizons Exchange Traded Funds  September 2008 - May 2013
Toronto Stock Exchange  February 2005 - September 2008
Merrill Lynch  1996 - 2002

Skills
ETFs, Alternative Investments, Hedge Funds, Investments, Equities, Mutual Funds, Asset Managment, Securities, Trading, Capital Markets, Financial Services, Business Development, Relationship Management, Wealth Management, Asset Allocation, Equity Trading, Electronic Trading, Derivatives, Emerging Markets, Bloomberg, Trading Systems, Series 7, Series 63, Investment Strategies, Financial Markets, Fixed Income, Equity Derivatives, Finance, Asset Management

Education
University of Toronto   1995 — 1999
Bachelor of Arts (B.A.), Economics and Political Science

MacEwan University   1994 — 1995
Business Management, Business Administration and Management, General

Alex Male Alex Male Leawood, Kansas Details
Alex Male's First Asset Experience May 2012 - Present
Job Student at the University of Kansas
Industry Accounting
Experience
First Asset   May 2012 - Present
Alpha Xi Chapter of the Sigma Chi Fraternity   November 2012 - November 2013
Sigma Chi Fraternity  May 2012 - May 2013
Sigma Chi Fraternity  September 2012 - December 2012
RED Legacy  June 2012 - August 2012
Sigma Chi Fraternity  November 2011 - May 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Social Media

Education
University of Kansas   2011 — 2014

Northwestern University   2009 — 2010

Abdullah Ghori, CFP® Abdullah Ghori, CFP® Toronto, Canada Area Details
Abdullah Ghori, CFP®'s First Asset Experience 2012 - April 2013
Job RBC Dominion Securities
Industry Banking
Experience
RBC  May 2013 - Present
First Asset   2012 - April 2013
National Bank of Canada  2008 - 2011
Altamira Investment Services  2005 - 2008
Edward Jones  2003 - 2005

Skills
CRM, Strategy, New Business Development, Business Development, Sales, Investments

Education
University of Leeds   1994 — 1997
BA Hons in Business Management, Business/Managerial Economics

George Brown College