First Calgary Financial
Industry: Retail banking company
DescriptionFirst Calgary Financial is a member-owned financial institution based out of Calgary, Alberta, Canada. The organization was established in 1987 through the merger of seven open-bond credit unions, as well as two additional credit union purchases. Headquarters: Calgary, Canada Founded: 1938 Number of employees: 490 (2010) Parent organization: Connect First Credit Union Ltd.
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First Calgary Financial Employees
Employee
Years
Job
Industry
Kyle Setter, MBA Kyle Setter, MBA's First Calgary Financial Experience May 2013 - December 2014
Job Director, Strategy & Integration at Connect First Credit Union
Industry Financial Services
Experience
Connect First Credit Union December 2014 - Present
First Calgary Financial May 2013 - December 2014
First Calgary Financial July 2010 - March 2012
First Calgary Financial June 2008 - June 2010
Water Valley Golf Club 2007 - 2008
Skills
Strategic Planning, Segmentation, Marketing Strategy, Organizational Design, Strategy Execution, Business Strategy, Competitive Analysis, Market Research, Analytics, Marketing Communications, Direct Marketing, Marketing, CRM, Event Planning, Product Management, Product Development, New Media
Education
Richard Ivey School of Business 2012 — 2013
MBA
Haskayne School of Business 2003 — 2008
BComm
Connect First Credit Union December 2014 - Present
First Calgary Financial May 2013 - December 2014
First Calgary Financial July 2010 - March 2012
First Calgary Financial June 2008 - June 2010
Water Valley Golf Club 2007 - 2008
Skills
Strategic Planning, Segmentation, Marketing Strategy, Organizational Design, Strategy Execution, Business Strategy, Competitive Analysis, Market Research, Analytics, Marketing Communications, Direct Marketing, Marketing, CRM, Event Planning, Product Management, Product Development, New Media
Education
Richard Ivey School of Business 2012 — 2013
MBA
Haskayne School of Business 2003 — 2008
BComm
Aman Johal Aman Johal's First Calgary Financial Experience September 2010 - Present
Job Member Service Lead at First Calgary Financial
Industry Banking
Experience
First Calgary Financial September 2010 - Present
McDonald's Corporation August 2007 - August 2012
Skills
Microsoft Office, Customer Service, Leadership Development, Interpersonal..., Leading Meetings, Leadership
Education
Southern Alberta Institute of Technology 2011 — 2016
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
First Calgary Financial September 2010 - Present
McDonald's Corporation August 2007 - August 2012
Skills
Microsoft Office, Customer Service, Leadership Development, Interpersonal..., Leading Meetings, Leadership
Education
Southern Alberta Institute of Technology 2011 — 2016
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Rosanna Redd Rosanna Redd's First Calgary Financial Experience May 2006 - August 2010
Job Music Teacher, Choir Conductor, Musical Theater Adjudicator, and Mother
Industry Education Management
Experience
Calgary Board of Education August 2010 - Present
Redd Studio January 2007 - Present
First Calgary Financial May 2006 - August 2010
Skills
Teacher of Voice,...
Education
The University of Calgary 2006 — 2010
Bachelor of Music (Honours), Bachelor of Education, Music
The University of Lethbridge 2005 — 2006
Bachelor of Music (partial completion), Music
Calgary Board of Education August 2010 - Present
Redd Studio January 2007 - Present
First Calgary Financial May 2006 - August 2010
Skills
Teacher of Voice,...
Education
The University of Calgary 2006 — 2010
Bachelor of Music (Honours), Bachelor of Education, Music
The University of Lethbridge 2005 — 2006
Bachelor of Music (partial completion), Music
Fayaz Kassam Fayaz Kassam's First Calgary Financial Experience August 2011 - July 2014
Job Accounts Payable Specialist at Saguaro Resources Ltd.
Industry Financial Services
Experience
Saguaro Resources Ltd. July 2014 - June 2015
First Calgary Financial August 2011 - July 2014
Scotiabank May 2010 - June 2011
Skills
Banking, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Time Management, Microsoft Word
Education
Haskayne School of Business 2009 — 2014
Bachelor of Commerce (BCom), Accounting
University of Alberta 2008 — 2009
Bachelor's Degree, Biology, General
Saguaro Resources Ltd. July 2014 - June 2015
First Calgary Financial August 2011 - July 2014
Scotiabank May 2010 - June 2011
Skills
Banking, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Time Management, Microsoft Word
Education
Haskayne School of Business 2009 — 2014
Bachelor of Commerce (BCom), Accounting
University of Alberta 2008 — 2009
Bachelor's Degree, Biology, General
Jeffrey Stirling's First Calgary Financial Experience March 2012 - Present
Job Account Manager, Commercial Real Estate
Industry Banking
Experience
First Calgary Financial March 2012 - Present
BDC March 2011 - April 2012
BDC March 2009 - March 2011
Skills
Credit, Commercial Banking, Banking, Loans, Credit Analysis, Credit Risk, Retail Banking, Portfolio Management, Commercial Lending
Education
University of New Brunswick 2003 — 2008
BBA, Finance & Economics
First Calgary Financial March 2012 - Present
BDC March 2011 - April 2012
BDC March 2009 - March 2011
Skills
Credit, Commercial Banking, Banking, Loans, Credit Analysis, Credit Risk, Retail Banking, Portfolio Management, Commercial Lending
Education
University of New Brunswick 2003 — 2008
BBA, Finance & Economics
Denice Hall Denice Hall's First Calgary Financial Experience July 2002 - November 2012
Job Human Resources Advisor at Focus Corporation
Industry Financial Services
Experience
WSP in Canada November 2012 - Present
First Calgary Financial July 2002 - November 2012
Skills
Coaching, Strategic Planning, Training, Employee Engagement, Financial Services, Performance Management, Talent Management, Leadership Development, Change Management, Employee Relations, Risk Management, Policy, Banking, Succession Planning, Public Speaking, Microsoft Office, Teamwork, Talent Acquisition, Human Resources, Business Strategy, Team Management, Management, Recruiting
Education
Institute of Professional Management
Professional Recruiter
Southern Alberta Institute of Technology / SAIT
Applied Management Certificate
WSP in Canada November 2012 - Present
First Calgary Financial July 2002 - November 2012
Skills
Coaching, Strategic Planning, Training, Employee Engagement, Financial Services, Performance Management, Talent Management, Leadership Development, Change Management, Employee Relations, Risk Management, Policy, Banking, Succession Planning, Public Speaking, Microsoft Office, Teamwork, Talent Acquisition, Human Resources, Business Strategy, Team Management, Management, Recruiting
Education
Institute of Professional Management
Professional Recruiter
Southern Alberta Institute of Technology / SAIT
Applied Management Certificate
Hisham Morrah's First Calgary Financial Experience January 2015 - Present
Job Commercial Account Manager at First Calgary Financial
Industry Banking
Experience
First Calgary Financial January 2015 - Present
RBC November 2012 - November 2014
Scotiabank February 2010 - November 2012
Scotiabank 2003 - 2010
Skills
Banking, Credit, Financial Analysis, Credit Analysis, Credit Risk, Commercial Banking, Retail Banking, Loans, Strategic Financial..., Lines Of Credit, Commercial Lending, Finance, Relationship Management, Portfolio Management, Risk Management
Education
Saint Mary's University 2005 — 2009
Commerce, Accounting
Compu-College 2002 — 2003
First Calgary Financial January 2015 - Present
RBC November 2012 - November 2014
Scotiabank February 2010 - November 2012
Scotiabank 2003 - 2010
Skills
Banking, Credit, Financial Analysis, Credit Analysis, Credit Risk, Commercial Banking, Retail Banking, Loans, Strategic Financial..., Lines Of Credit, Commercial Lending, Finance, Relationship Management, Portfolio Management, Risk Management
Education
Saint Mary's University 2005 — 2009
Commerce, Accounting
Compu-College 2002 — 2003
Jeffery Borchert's First Calgary Financial Experience May 2013 - October 2014
Job Digital Communications Specialist at Connect First Credit Union
Industry Media Production
Experience
Connect First Credit Union September 2015 - Present
Connect First Credit Union November 2014 - September 2015
First Calgary Financial May 2013 - October 2014
ThinkJeffery Photo January 2001 - October 2013
WestJet April 2008 - December 2012
TELUS 2003 - 2006
Skills
Social Media, Editing, Adobe Creative Suite, Photography, Graphic Design, Photoshop, Microsoft Office, Digital Photography, Video Editing, Web Design, Corporate Communications, Illustrator, InDesign, Writing, Internal & External..., Portrait Photography, Creative Writing, Customer Service, Call Center, Technical Writing, Networking, Project Management, Team Leadership, Internal Communications, Final Cut Pro, Premiere, Press Releases, Communications Planning, Corporate Videos, Blogging, Newsletters, Leadership, Facebook, Journalism, WordPress, Copy Editing
Education
Mount Royal University 2006 — 2010
Bachelor of Communication, Journalism
Applied Multimedia Training Centre 1999 — 2000
Multimedian Design and Communication
Connect First Credit Union September 2015 - Present
Connect First Credit Union November 2014 - September 2015
First Calgary Financial May 2013 - October 2014
ThinkJeffery Photo January 2001 - October 2013
WestJet April 2008 - December 2012
TELUS 2003 - 2006
Skills
Social Media, Editing, Adobe Creative Suite, Photography, Graphic Design, Photoshop, Microsoft Office, Digital Photography, Video Editing, Web Design, Corporate Communications, Illustrator, InDesign, Writing, Internal & External..., Portrait Photography, Creative Writing, Customer Service, Call Center, Technical Writing, Networking, Project Management, Team Leadership, Internal Communications, Final Cut Pro, Premiere, Press Releases, Communications Planning, Corporate Videos, Blogging, Newsletters, Leadership, Facebook, Journalism, WordPress, Copy Editing
Education
Mount Royal University 2006 — 2010
Bachelor of Communication, Journalism
Applied Multimedia Training Centre 1999 — 2000
Multimedian Design and Communication
Bradley Bostock's First Calgary Financial Experience 2004 - 2006
Job Executive Director, Child Find Alberta
Industry Nonprofit Organization Management
Experience
Child Find Alberta August 2007 - Present
Vancouver 2011 Outgames 2008 - 2011
GLISA North America 2007 - 2010
1st North America Outgames 2006 - 2007
First Calgary Financial 2004 - 2006
Skills
Fundraising, Non-profits, Grant Writing, Volunteer Management, Community Development, Philanthropy, Program Development, Public Relations, Community Outreach, Workshop Facilitation, Media Relations, Grants, International..., Public Speaking, Leadership Development, Leadership, Nonprofits, Program Evaluation, Marketing Communications, Event Planning, Event Management, Corporate Social..., Social Media, Board Development, Policy, Strategic Communications, Strategic Planning, Community Engagement, Organizational..., Newsletters, Non-profit..., Stewardship, Annual Giving, Speech Writing, Public Policy, Board Relations, Non-profit Leadership, Volunteer Recruiting, Volunteer Training
Education
Mount Royal College 2008 — 2010
Non-Profit Management Certificate, Non-Profit/Public/Organizational Management
Thompson Rivers University 1998 — 2002
Tourism Management, Business Administration, Tourism Managament
Child Find Alberta August 2007 - Present
Vancouver 2011 Outgames 2008 - 2011
GLISA North America 2007 - 2010
1st North America Outgames 2006 - 2007
First Calgary Financial 2004 - 2006
Skills
Fundraising, Non-profits, Grant Writing, Volunteer Management, Community Development, Philanthropy, Program Development, Public Relations, Community Outreach, Workshop Facilitation, Media Relations, Grants, International..., Public Speaking, Leadership Development, Leadership, Nonprofits, Program Evaluation, Marketing Communications, Event Planning, Event Management, Corporate Social..., Social Media, Board Development, Policy, Strategic Communications, Strategic Planning, Community Engagement, Organizational..., Newsletters, Non-profit..., Stewardship, Annual Giving, Speech Writing, Public Policy, Board Relations, Non-profit Leadership, Volunteer Recruiting, Volunteer Training
Education
Mount Royal College 2008 — 2010
Non-Profit Management Certificate, Non-Profit/Public/Organizational Management
Thompson Rivers University 1998 — 2002
Tourism Management, Business Administration, Tourism Managament
Nel Udeshi Nel Udeshi's First Calgary Financial Experience October 2012 - June 2013
Job Human Resources Specialist at Amec Foster Wheeler
Industry Human Resources
Experience
Amec Foster Wheeler January 2015 - Present
Three Streams Engineering Division, Foster Wheeler Canada Ltd. February 2014 - December 2014
Three Streams Engineering Ltd. December 2013 - December 2014
Stantec June 2013 - August 2013
First Calgary Financial October 2012 - June 2013
WestJet October 2010 - October 2012
First Calgary Financial February 2002 - October 2010
Skills
Outlook, Coaching, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, Performance Management, Strategic Planning, Talent Acquisition, Business Analysis, Public Speaking, Vendor Management, Training, Employee Training, HRIS, Interviews, Leadership, Payroll, Recruiting, Management, HR Policies, Onboarding, Customer Service, Team Building, New Hire Orientations, Applicant Tracking..., Team Leadership, Time Management, Employee Benefits, Change Management, Communication, Project Management, Administration, Teamwork, Hiring, Employee Relations
Education
The University of Calgary 2010 — 2011
Human Services, General
Southern Alberta Institute of Technology / SAIT 2004 — 2007
Applied Managed Certificate
Amec Foster Wheeler January 2015 - Present
Three Streams Engineering Division, Foster Wheeler Canada Ltd. February 2014 - December 2014
Three Streams Engineering Ltd. December 2013 - December 2014
Stantec June 2013 - August 2013
First Calgary Financial October 2012 - June 2013
WestJet October 2010 - October 2012
First Calgary Financial February 2002 - October 2010
Skills
Outlook, Coaching, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, Performance Management, Strategic Planning, Talent Acquisition, Business Analysis, Public Speaking, Vendor Management, Training, Employee Training, HRIS, Interviews, Leadership, Payroll, Recruiting, Management, HR Policies, Onboarding, Customer Service, Team Building, New Hire Orientations, Applicant Tracking..., Team Leadership, Time Management, Employee Benefits, Change Management, Communication, Project Management, Administration, Teamwork, Hiring, Employee Relations
Education
The University of Calgary 2010 — 2011
Human Services, General
Southern Alberta Institute of Technology / SAIT 2004 — 2007
Applied Managed Certificate
Don Olson, B.Comm, CFP® Don Olson, B.Comm, CFP®'s First Calgary Financial Experience September 2007 - July 2014
Job Branch Manager at RBC
Industry Financial Services
Experience
RBC July 2014 - Present
First Calgary Financial September 2007 - July 2014
First Calgary Financial June 2006 - September 2007
First Calgary Financial January 2005 - June 2006
Bank of Montreal August 2003 - January 2005
Skills
Mortgage Lending, Banking, Credit, Loans, Wealth Management, Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Risk Management, Coaching, Portfolio Management, Financial Analysis, Financial Services, Consumer Lending, Residential Mortgages, Refinance, Small Business Lending, Accounting, Financial Reporting, Underwriting, Management, Sales, Relationship Management, Retail Banking, Investment Advisory, Leadership, Financial Advisory, Financial Planning
Education
Financial Planning Standards Council 2011 — 2012
Certified Financial Planner Designation, Financial Planning and Services
Investment Funds Institute of Canada 2011 — 2011
Branch Compliance Manager Course, Investments
Canadian Securities Institute 2004 — 2004
Canadian Securities Course, Investments and Securities
Investment Funds Institute of Canada 2004 — 2004
Life License Qualification Program, Insurance
University of Northern British Columbia 1996 — 1998
Bachelor of Commerce (B.Comm), Marketing
College of New Caledonia 1994 — 1996
Diploma, Business Administration - Marketing and Management
RBC July 2014 - Present
First Calgary Financial September 2007 - July 2014
First Calgary Financial June 2006 - September 2007
First Calgary Financial January 2005 - June 2006
Bank of Montreal August 2003 - January 2005
Skills
Mortgage Lending, Banking, Credit, Loans, Wealth Management, Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Risk Management, Coaching, Portfolio Management, Financial Analysis, Financial Services, Consumer Lending, Residential Mortgages, Refinance, Small Business Lending, Accounting, Financial Reporting, Underwriting, Management, Sales, Relationship Management, Retail Banking, Investment Advisory, Leadership, Financial Advisory, Financial Planning
Education
Financial Planning Standards Council 2011 — 2012
Certified Financial Planner Designation, Financial Planning and Services
Investment Funds Institute of Canada 2011 — 2011
Branch Compliance Manager Course, Investments
Canadian Securities Institute 2004 — 2004
Canadian Securities Course, Investments and Securities
Investment Funds Institute of Canada 2004 — 2004
Life License Qualification Program, Insurance
University of Northern British Columbia 1996 — 1998
Bachelor of Commerce (B.Comm), Marketing
College of New Caledonia 1994 — 1996
Diploma, Business Administration - Marketing and Management
Brenden Anderson Brenden Anderson's First Calgary Financial Experience September 2012 - August 2013
Job Business Development & Partnerships at Hockey Canada
Industry Marketing and Advertising
Experience
Hockey Canada August 2015 - Present
Okotoks Oilers Junior A Hockey Club August 2013 - July 2015
First Calgary Financial September 2012 - August 2013
Mosaic Sales Solutions May 2010 - November 2012
WATCH IT! September 2011 - October 2012
Shawnessy YMCA July 2010 - August 2010
Manderson Exploration Inc May 2008 - August 2009
FGL Sports Ltd June 2006 - August 2007
Skills
Marketing Communications, Team Building, Promotions, Sports Marketing, Sponsorship Activation, Advertising, Social Media Marketing, Event Management, Public Relations, Adobe Creative Suite, Self-starter, Teamwork, Meticulous, Microsoft Office, Problem Solving, Communications Planning, Marketing Research, Event Planning, Organization, Detail Oriented, Microsoft Excel, Customer Satisfaction, Marketing Strategy, Facebook, Brand Awareness, Market Research, Online Marketing, Sales, Social Media, Social Networking, Time Management, Brand Management, Digital Marketing
Education
The University of Calgary 2007 — 2012
Bachelor of Commerce (BComm), Marketing
Mount Royal University 2012 — 2013
Public Relations Extension Certificate
Hockey Canada August 2015 - Present
Okotoks Oilers Junior A Hockey Club August 2013 - July 2015
First Calgary Financial September 2012 - August 2013
Mosaic Sales Solutions May 2010 - November 2012
WATCH IT! September 2011 - October 2012
Shawnessy YMCA July 2010 - August 2010
Manderson Exploration Inc May 2008 - August 2009
FGL Sports Ltd June 2006 - August 2007
Skills
Marketing Communications, Team Building, Promotions, Sports Marketing, Sponsorship Activation, Advertising, Social Media Marketing, Event Management, Public Relations, Adobe Creative Suite, Self-starter, Teamwork, Meticulous, Microsoft Office, Problem Solving, Communications Planning, Marketing Research, Event Planning, Organization, Detail Oriented, Microsoft Excel, Customer Satisfaction, Marketing Strategy, Facebook, Brand Awareness, Market Research, Online Marketing, Sales, Social Media, Social Networking, Time Management, Brand Management, Digital Marketing
Education
The University of Calgary 2007 — 2012
Bachelor of Commerce (BComm), Marketing
Mount Royal University 2012 — 2013
Public Relations Extension Certificate
Juan Pablo (JP Sosa) Escobar De Leon's First Calgary Financial Experience November 2011 - Present
Job Manager Personal Banking at First Calgary Financial
Industry Financial Services
Experience
First Calgary Financial November 2011 - Present
Goods Trading Services Inc. August 2012 - Present
TD Bank Group August 2011 - January 2012
First Calgary Financial April 2010 - August 2011
First Calgary Financial April 2007 - April 2010
Future Shop February 2006 - April 2007
Future Shop August 2001 - February 2006
Skills
Sales Management, Sales, Sales Process, Account Management, Financial Risk, Credit Risk, Investments, Real Estate, Coaching, Business Development, Retail Banking, Credit, Mortgage Lending, Electronics, Finance, Mutual Funds, Leadership, Compliance, Strategic Planning, Customer Service, Team Building, Team Leadership, Time Management, Communication, Underwriting, Microsoft Office, Portfolio Management, Risk Management, Residential Mortgages
Education
IFSE 2014 — 2014
Branch Manager Compliance, Investments and Securities
Southern Alberta Institute of Technology / SAIT 2012 — 2014
Certificate of Business Managment and Financial Services, Business Management
IFSE 2010 — 2010
Mutual Fund Certification, Investments and Securities
SAIT 2000 — 2002
Diploma, Computer Technology
First Calgary Financial November 2011 - Present
Goods Trading Services Inc. August 2012 - Present
TD Bank Group August 2011 - January 2012
First Calgary Financial April 2010 - August 2011
First Calgary Financial April 2007 - April 2010
Future Shop February 2006 - April 2007
Future Shop August 2001 - February 2006
Skills
Sales Management, Sales, Sales Process, Account Management, Financial Risk, Credit Risk, Investments, Real Estate, Coaching, Business Development, Retail Banking, Credit, Mortgage Lending, Electronics, Finance, Mutual Funds, Leadership, Compliance, Strategic Planning, Customer Service, Team Building, Team Leadership, Time Management, Communication, Underwriting, Microsoft Office, Portfolio Management, Risk Management, Residential Mortgages
Education
IFSE 2014 — 2014
Branch Manager Compliance, Investments and Securities
Southern Alberta Institute of Technology / SAIT 2012 — 2014
Certificate of Business Managment and Financial Services, Business Management
IFSE 2010 — 2010
Mutual Fund Certification, Investments and Securities
SAIT 2000 — 2002
Diploma, Computer Technology
Susan Fan Susan Fan's First Calgary Financial Experience 2014 - 2015
Job Computer Software Professional
Industry Computer Software
Experience
First Calgary Financial 2014 - 2015
Baker Hughes 2013 - 2014
Payza 2011 - 2013
Concordia University 2010 - 2011
Exar Corporation 2006 - 2008
Skills
Microsoft SQL Server, Software Development, SQL, Visual Studio, C#, Agile Methodologies, VB.NET, .NET, OOP, ASP.NET, XML, JavaScript, Object Oriented Design, Visual Basic, IIS
Education
Concordia University
B.Sci, Computer Science
Tianjin University
Master of Engineering (M.Eng.), Biochemical Engineering
First Calgary Financial 2014 - 2015
Baker Hughes 2013 - 2014
Payza 2011 - 2013
Concordia University 2010 - 2011
Exar Corporation 2006 - 2008
Skills
Microsoft SQL Server, Software Development, SQL, Visual Studio, C#, Agile Methodologies, VB.NET, .NET, OOP, ASP.NET, XML, JavaScript, Object Oriented Design, Visual Basic, IIS
Education
Concordia University
B.Sci, Computer Science
Tianjin University
Master of Engineering (M.Eng.), Biochemical Engineering
Twyla Cullen Twyla Cullen's First Calgary Financial Experience 2011 - February 2012
Job Accountant
Industry Accounting
Experience
DIRTT Environmental Solutions August 2014 - Present
Titan Energy Services February 2014 - August 2014
First Calgary Savings February 2012 - February 2014
First Calgary Financial 2011 - February 2012
Fruits & Passion August 2010 - May 2011
Kumon April 2004 - November 2010
Dairy Queen June 2007 - September 2009
Skills
Accounting, Accounts Payable, Microsoft Office
Education
Mount Royal University 2009 — 2013
Bachelor of Business Administration, Accounting Major, Entrepreneurship Minor
DIRTT Environmental Solutions August 2014 - Present
Titan Energy Services February 2014 - August 2014
First Calgary Savings February 2012 - February 2014
First Calgary Financial 2011 - February 2012
Fruits & Passion August 2010 - May 2011
Kumon April 2004 - November 2010
Dairy Queen June 2007 - September 2009
Skills
Accounting, Accounts Payable, Microsoft Office
Education
Mount Royal University 2009 — 2013
Bachelor of Business Administration, Accounting Major, Entrepreneurship Minor
Doris D Wilde Doris D Wilde's First Calgary Financial Experience October 2014 - Present
Job Business Banking Coordinator
Industry Health, Wellness and Fitness
Experience
First Calgary Financial October 2014 - Present
First Calgary Financial March 2013 - October 2014
First Calgary Financial July 2012 - March 2013
Skills
Wellness, Nutrition, Health, Wellbeing, Leadership, Wellness Coaching, Lifestyle Coaching, Personal Development, Lifestyle, Small Business, Nutritional Counseling, Skin Care, Coaching, Personal Training, Stress Management
Education
Dalhousie University
Finance
Lethbridge Community College
First Calgary Financial October 2014 - Present
First Calgary Financial March 2013 - October 2014
First Calgary Financial July 2012 - March 2013
Skills
Wellness, Nutrition, Health, Wellbeing, Leadership, Wellness Coaching, Lifestyle Coaching, Personal Development, Lifestyle, Small Business, Nutritional Counseling, Skin Care, Coaching, Personal Training, Stress Management
Education
Dalhousie University
Finance
Lethbridge Community College
Harold Chornoboy Harold Chornoboy's First Calgary Financial Experience 2007 - 2015
Job Senior Vice President, Commercial Markets at Concentra Financial
Industry Financial Services
Experience
Concentra Financial 2015 - Present
First Calgary Financial 2007 - 2015
First Calgary Financial 2005 - 2007
Carpathia Credit Union (Winnipeg) 1999 - 2005
Bank of Montreal 1984 - 1999
Skills
Banking, Credit, Loans, Commercial Banking, Financial Services, Finance, Credit Unions, Portfolio Management, Credit Risk, Credit Analysis, Management, Real Estate, Mortgage Lending, Executive Management, Small Business Lending, Consumer Lending, Lines Of Credit, Residential Mortgages, Retail Banking
Education
The University of Winnipeg
BA
University of Calgary
MBA
Concentra Financial 2015 - Present
First Calgary Financial 2007 - 2015
First Calgary Financial 2005 - 2007
Carpathia Credit Union (Winnipeg) 1999 - 2005
Bank of Montreal 1984 - 1999
Skills
Banking, Credit, Loans, Commercial Banking, Financial Services, Finance, Credit Unions, Portfolio Management, Credit Risk, Credit Analysis, Management, Real Estate, Mortgage Lending, Executive Management, Small Business Lending, Consumer Lending, Lines Of Credit, Residential Mortgages, Retail Banking
Education
The University of Winnipeg
BA
University of Calgary
MBA
Kristin Raugust Kristin Raugust's First Calgary Financial Experience February 2007 - November 2011
Job Total Rewards Analyst at Tervita Corporation
Industry Environmental Services
Experience
Tervita Corporation May 2014 - Present
Tervita November 2011 - Present
First Calgary Financial February 2007 - November 2011
Purolator Inc. July 2005 - February 2006
Education
The University of Calgary 2004 — 2005
Certificate, Human Resources
The University of Calgary 2000 — 2004
BA, Sociology
Tervita Corporation May 2014 - Present
Tervita November 2011 - Present
First Calgary Financial February 2007 - November 2011
Purolator Inc. July 2005 - February 2006
Education
The University of Calgary 2004 — 2005
Certificate, Human Resources
The University of Calgary 2000 — 2004
BA, Sociology
Dale Rosso Dale Rosso's First Calgary Financial Experience July 2011 - January 2014
Job Actively Searching for a New Career Opportunity
Industry Investment Management
Experience
Franklin Templeton Investments February 2014 - November 2014
First Calgary Financial July 2011 - January 2014
Investors Group Securities Inc. May 2007 - July 2011
PI Financial Corp. December 2004 - May 2007
Global Securities Corporation June 2000 - November 2004
Royal Bank Action Direct 1998 - 1999
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Credit, Retirement Planning, Banking, Mortgage Lending, Microsoft Office, Financial Analysis, Investment Strategies, Strategic Financial..., Budgets, Risk Management, Asset Management, Investment Advisory, Securities, Financial Planning
Education
University of Calgary 1981 — 1986
B.Comm., Finance
Franklin Templeton Investments February 2014 - November 2014
First Calgary Financial July 2011 - January 2014
Investors Group Securities Inc. May 2007 - July 2011
PI Financial Corp. December 2004 - May 2007
Global Securities Corporation June 2000 - November 2004
Royal Bank Action Direct 1998 - 1999
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Credit, Retirement Planning, Banking, Mortgage Lending, Microsoft Office, Financial Analysis, Investment Strategies, Strategic Financial..., Budgets, Risk Management, Asset Management, Investment Advisory, Securities, Financial Planning
Education
University of Calgary 1981 — 1986
B.Comm., Finance
Flor Palarca Flor Palarca's First Calgary Financial Experience May 2011 - February 2012
Job Customer Service Agent at Calgary Transit
Industry Business Supplies and Equipment
Experience
Calgary Transit September 2012 - Present
Strategic Group May 2012 - October 2012
First Calgary Financial May 2011 - February 2012
Calgary Catholic Immigration Society March 2011 - June 2011
Coats Manila Bay, Inc. October 2000 - January 2011
Le Fleur Industries July 1994 - October 2000
Skills
Selling, Customer Service, Accounts Payable, Management, Invoicing, Marketing, Accounting, Finance, Microsoft Office, Payments, Communication, Pricing, Account Reconciliation
Education
University of San Jose - Recoletos 1990 — 1994
BS Accountancy, Accounting
College of Technological Sciences
Certified on Practical Nursing, Healthcare
Calgary Transit September 2012 - Present
Strategic Group May 2012 - October 2012
First Calgary Financial May 2011 - February 2012
Calgary Catholic Immigration Society March 2011 - June 2011
Coats Manila Bay, Inc. October 2000 - January 2011
Le Fleur Industries July 1994 - October 2000
Skills
Selling, Customer Service, Accounts Payable, Management, Invoicing, Marketing, Accounting, Finance, Microsoft Office, Payments, Communication, Pricing, Account Reconciliation
Education
University of San Jose - Recoletos 1990 — 1994
BS Accountancy, Accounting
College of Technological Sciences
Certified on Practical Nursing, Healthcare
Anita Sekhon Anita Sekhon's First Calgary Financial Experience January 2001 - October 2007
Job Assistant Branch Manager at ATB Financial
Industry Banking
Experience
ATB Financial December 2007 - Present
First Calgary Financial January 2001 - October 2007
Skills
Retail Banking, Banking, Credit, Commercial Banking, Relationship Management, Customer Experience, Customer Service, Coaching, Loans, Branch Management, Branch Banking, Commercial Lending, Team Leadership, Credit Risk, Leadership, Portfolio Management
Education
The University of Calgary
ATB Financial December 2007 - Present
First Calgary Financial January 2001 - October 2007
Skills
Retail Banking, Banking, Credit, Commercial Banking, Relationship Management, Customer Experience, Customer Service, Coaching, Loans, Branch Management, Branch Banking, Commercial Lending, Team Leadership, Credit Risk, Leadership, Portfolio Management
Education
The University of Calgary
Darrin Lee Darrin Lee's First Calgary Financial Experience April 2011 - August 2015
Job Associate Vice President,Syndicated Lending Concentra Financial
Industry Financial Services
Experience
Concentra Financial September 2015 - Present
First Calgary Financial April 2011 - August 2015
HSBC November 2008 - April 2011
HSBC May 2002 - November 2008
HSBC November 2000 - April 2002
BDC 1999 - October 2000
BDC 1997 - 1999
BDC 1996 - 1997
BDC 1994 - 1996
Skills
Mortgage Lending, Consumer Lending, Real Estate, Financial Analysis, Banking, Credit, Loans, Investments, Negotiation, Commercial Banking, Risk Management, Portfolio Management, Residential Mortgages, Credit Analysis, Credit Risk, Finance, Underwriting
Education
Laurentian University/Université Laurentienne 1985 — 1990
Bachelor of Commerce, Sports Administration
Nanaimo District Senior Secondary 1982 — 1984
Concentra Financial September 2015 - Present
First Calgary Financial April 2011 - August 2015
HSBC November 2008 - April 2011
HSBC May 2002 - November 2008
HSBC November 2000 - April 2002
BDC 1999 - October 2000
BDC 1997 - 1999
BDC 1996 - 1997
BDC 1994 - 1996
Skills
Mortgage Lending, Consumer Lending, Real Estate, Financial Analysis, Banking, Credit, Loans, Investments, Negotiation, Commercial Banking, Risk Management, Portfolio Management, Residential Mortgages, Credit Analysis, Credit Risk, Finance, Underwriting
Education
Laurentian University/Université Laurentienne 1985 — 1990
Bachelor of Commerce, Sports Administration
Nanaimo District Senior Secondary 1982 — 1984
Mayur Bharodia's First Calgary Financial Experience January 2010 - December 2011
Job Software Engineer at City of Calgary
Industry Computer Software
Experience
City of Calgary November 2013 - Present
CriticalControl Energy Services Inc. March 2013 - Present
CustomCare Inc May 2009 - Present
Devon Energy June 2012 - Present
Nexen October 2014 - March 2015
TuneCity June 2012 - November 2013
Schneider Electric (formerly Telvent) January 2012 - May 2012
First Calgary Financial January 2010 - December 2011
InUnison February 2010 - January 2011
Nuance Communications (formerly Zi Corporation) November 2007 - February 2009
Skills
.NET, Software Design, Microsoft SQL Server, Web Applications, SSIS, ASP.NET, IIS, Software Development, SSRS, Crystal Reports, ASP.NET MVC, ADO.NET, C#, WinForms, T-SQL, VB.NET, Visual Studio, Database Design, Integration, Agile Methodologies, Data Modeling, MySQL, MVC, LINQ, Oracle, Business Analysis, WCF, Testing, Databases, Windows Services, XML
Education
Dalhousie University 2005 — 2008
Master, Service Oriented Architecture for eCommerce
Saurashtra University 2003 — 2004
Master, MBA (finance)
Sardar Patel University 1997 — 2001
Bachelor, Engineering
City of Calgary November 2013 - Present
CriticalControl Energy Services Inc. March 2013 - Present
CustomCare Inc May 2009 - Present
Devon Energy June 2012 - Present
Nexen October 2014 - March 2015
TuneCity June 2012 - November 2013
Schneider Electric (formerly Telvent) January 2012 - May 2012
First Calgary Financial January 2010 - December 2011
InUnison February 2010 - January 2011
Nuance Communications (formerly Zi Corporation) November 2007 - February 2009
Skills
.NET, Software Design, Microsoft SQL Server, Web Applications, SSIS, ASP.NET, IIS, Software Development, SSRS, Crystal Reports, ASP.NET MVC, ADO.NET, C#, WinForms, T-SQL, VB.NET, Visual Studio, Database Design, Integration, Agile Methodologies, Data Modeling, MySQL, MVC, LINQ, Oracle, Business Analysis, WCF, Testing, Databases, Windows Services, XML
Education
Dalhousie University 2005 — 2008
Master, Service Oriented Architecture for eCommerce
Saurashtra University 2003 — 2004
Master, MBA (finance)
Sardar Patel University 1997 — 2001
Bachelor, Engineering
Amber Groves Amber Groves's First Calgary Financial Experience 2010 - Present
Job at
Industry Marketing and Advertising
Experience
Home August 2012 - Present
Vemma 2012 - Present
First calgary financial 2010 - Present
Skills
Coaching, Customer Service, Sales, Event Management, Public Relations, Outlook, Fundraising, Social Media, Account Management, Microsoft Office, Strategic Planning, Team Leadership, Accounts Receivable, Microsoft Word, Business Development, Microsoft Excel, Accounting, Accounts Payable, Small Business
Education
North Idaho College
Priest River Lamanna High
Home August 2012 - Present
Vemma 2012 - Present
First calgary financial 2010 - Present
Skills
Coaching, Customer Service, Sales, Event Management, Public Relations, Outlook, Fundraising, Social Media, Account Management, Microsoft Office, Strategic Planning, Team Leadership, Accounts Receivable, Microsoft Word, Business Development, Microsoft Excel, Accounting, Accounts Payable, Small Business
Education
North Idaho College
Priest River Lamanna High
Caren Kelley's First Calgary Financial Experience January 1993 - June 2002
Job Realtor at Re/max House of Real Estate
Industry Real Estate
Experience
Re/max House of Real Estate January 2008 - Present
CIR REALTY October 2002 - December 2007
First Calgary Financial January 1993 - June 2002
Canada Trust September 1980 - December 1992
Skills
Single Family Homes, Condos, Listings, First Time Home Buyers, Relocation, Residential Homes, Referrals, Townhomes, Brokerage, Seniors, New Home Sales, Buyer Representation, Real Property, Relocation Buyers, New Homes, Buyers, Acreage, Seller Representation, Income Properties, Investors, Foreclosures, ABR, Sellers
Education
Mount Royal College
Real Estate
Viscount Bennett H. S.
Re/max House of Real Estate January 2008 - Present
CIR REALTY October 2002 - December 2007
First Calgary Financial January 1993 - June 2002
Canada Trust September 1980 - December 1992
Skills
Single Family Homes, Condos, Listings, First Time Home Buyers, Relocation, Residential Homes, Referrals, Townhomes, Brokerage, Seniors, New Home Sales, Buyer Representation, Real Property, Relocation Buyers, New Homes, Buyers, Acreage, Seller Representation, Income Properties, Investors, Foreclosures, ABR, Sellers
Education
Mount Royal College
Real Estate
Viscount Bennett H. S.
Geordie MacPherson, CHRP Geordie MacPherson, CHRP's First Calgary Financial Experience June 2010 - September 2012
Job Human Resources professional
Industry Oil & Energy
Experience
MATRRIX Energy Technologies Inc. July 2014 - August 2015
Secure Energy Services Inc. September 2012 - July 2014
First Calgary Financial June 2010 - September 2012
Sunnyside Greenhouses Ltd. April 2004 - June 2010
Calgary TELUS Convention Centre October 2003 - January 2004
Calgary TELUS Convention Centre November 1999 - October 2003
Calgary TELUS Convention Centre September 1998 - November 1999
Skills
HRIS, Benefits Administration, Employee Benefits, Employee Relations, Human Resources, Recruiting, Performance Management, Payroll, Customer Service, Coaching, Talent Management, Compensation & Benefit, Total Rewards, HR Policies, Accounting, Report Writing, Microsoft Office, Project Management, Web Design, Databases, Data Analysis, Microsoft SQL Server, Crystal Reports, ADP Payroll, Ceridian Payroll System, Kronos, Metrics, Analysis, Training, Workforce Planning
Education
Mount Royal University 2007 — 2008
Certificate, Human Resource Management
Canadian Payroll Association 1999 — 1999
Certificate, Payroll Administration
George Brown College 1994 — 1996
Diploma, Business Accounting
MATRRIX Energy Technologies Inc. July 2014 - August 2015
Secure Energy Services Inc. September 2012 - July 2014
First Calgary Financial June 2010 - September 2012
Sunnyside Greenhouses Ltd. April 2004 - June 2010
Calgary TELUS Convention Centre October 2003 - January 2004
Calgary TELUS Convention Centre November 1999 - October 2003
Calgary TELUS Convention Centre September 1998 - November 1999
Skills
HRIS, Benefits Administration, Employee Benefits, Employee Relations, Human Resources, Recruiting, Performance Management, Payroll, Customer Service, Coaching, Talent Management, Compensation & Benefit, Total Rewards, HR Policies, Accounting, Report Writing, Microsoft Office, Project Management, Web Design, Databases, Data Analysis, Microsoft SQL Server, Crystal Reports, ADP Payroll, Ceridian Payroll System, Kronos, Metrics, Analysis, Training, Workforce Planning
Education
Mount Royal University 2007 — 2008
Certificate, Human Resource Management
Canadian Payroll Association 1999 — 1999
Certificate, Payroll Administration
George Brown College 1994 — 1996
Diploma, Business Accounting
Wayne L. Rose's First Calgary Financial Experience August 1981 - July 1987
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
Freelancer - Calgary Alberta, Canada; Miami, Florida; Phoenix, AZ July 2014 - Present
eCM Global Services, Inc. (eDominate LLC) July 2012 - June 2014
Self 1996 - 2012
Ministerio de Salud (Ministry of Health) January 2000 - February 2002
Canadian Co-operative Association 1998 - 1998
Creditor Resources Inc. / Academy Insurance 1996 - 1997
Credit Union Central Alberta 1989 - 1995
Canada Trust Sales Finance August 1987 - September 1989
First Calgary Financial August 1981 - July 1987
Skills
Banking, Change Management, Risk Management, Team Leadership, Strategic Planning, Team Building, Accounting, Training, SDLC, Mergers & Acquisitions, Insurance, Leadership, Analysis, Loans, Project Planning, Business Analysis, Finance, Mortgage Lending, Sales, Process Improvement, Management, Integration, Requirements Gathering, Credit, Visio, Credit Analysis, Business Process..., Business Process, Financial Analysis, Project Management, Consumer Lending, Vendor Management, Business Planning, Management Consulting, Strategy, Budgets, Business Intelligence, Marketing Strategy, Business Strategy, Business Development, Team Management, IT Strategy, Quality Assurance, Commercial Lending, Program Management, Financial Services, Executive Management, Coaching, Project Portfolio..., Negotiation
Education
Credit Union Central Alberta - IBM Facilitated
Business Analysis & Facilitation, Certificate
Credit Union Institute of Canada
FELLOW
MagnaTek Knowledge Engineering
Business Systems Analysis Certification
IBM Management Institute
Application Program Testing Certification
IBM Management Institute
Usability in System Design Certification
Southern Alberta Institute of Technology 1978 — 1980
Industrial Electronics
U of Calgary, Mount Royal University, SAIT, UofBC
Business, Finance, Law, Management, Computer Programming, Accounting, Marketing, Economics, Fellows Designation
Freelancer - Calgary Alberta, Canada; Miami, Florida; Phoenix, AZ July 2014 - Present
eCM Global Services, Inc. (eDominate LLC) July 2012 - June 2014
Self 1996 - 2012
Ministerio de Salud (Ministry of Health) January 2000 - February 2002
Canadian Co-operative Association 1998 - 1998
Creditor Resources Inc. / Academy Insurance 1996 - 1997
Credit Union Central Alberta 1989 - 1995
Canada Trust Sales Finance August 1987 - September 1989
First Calgary Financial August 1981 - July 1987
Skills
Banking, Change Management, Risk Management, Team Leadership, Strategic Planning, Team Building, Accounting, Training, SDLC, Mergers & Acquisitions, Insurance, Leadership, Analysis, Loans, Project Planning, Business Analysis, Finance, Mortgage Lending, Sales, Process Improvement, Management, Integration, Requirements Gathering, Credit, Visio, Credit Analysis, Business Process..., Business Process, Financial Analysis, Project Management, Consumer Lending, Vendor Management, Business Planning, Management Consulting, Strategy, Budgets, Business Intelligence, Marketing Strategy, Business Strategy, Business Development, Team Management, IT Strategy, Quality Assurance, Commercial Lending, Program Management, Financial Services, Executive Management, Coaching, Project Portfolio..., Negotiation
Education
Credit Union Central Alberta - IBM Facilitated
Business Analysis & Facilitation, Certificate
Credit Union Institute of Canada
FELLOW
MagnaTek Knowledge Engineering
Business Systems Analysis Certification
IBM Management Institute
Application Program Testing Certification
IBM Management Institute
Usability in System Design Certification
Southern Alberta Institute of Technology 1978 — 1980
Industrial Electronics
U of Calgary, Mount Royal University, SAIT, UofBC
Business, Finance, Law, Management, Computer Programming, Accounting, Marketing, Economics, Fellows Designation
Dylan Harris's First Calgary Financial Experience March 2010 - Present
Job First Calgary Financial
Industry Financial Services
Experience
First Calgary Financial March 2010 - Present
Young Life September 2009 - Present
Buffalo Jeans 2007 - March 2010
Skills
Non-profits, Corporate Communications, Public Relations, Leadership Development, Nonprofits, Public Speaking, Time Management, Team Leadership, Teamwork, Volunteer Management
Education
Mount Royal University
Certificate, Public Relations
Boston College
Corporate Citizenship Managment Certificate
First Calgary Financial March 2010 - Present
Young Life September 2009 - Present
Buffalo Jeans 2007 - March 2010
Skills
Non-profits, Corporate Communications, Public Relations, Leadership Development, Nonprofits, Public Speaking, Time Management, Team Leadership, Teamwork, Volunteer Management
Education
Mount Royal University
Certificate, Public Relations
Boston College
Corporate Citizenship Managment Certificate
Shelley Vandenberg Shelley Vandenberg's First Calgary Financial Experience August 2014 - November 2014
Job President at First Calgary Financial
Industry Financial Services
Experience
First Calgary Financial, a Division of Connect First Credit Union March 2015 - Present
Connect First Credit Union Ltd November 2014 - February 2015
First Calgary Financial August 2014 - November 2014
First Calgary Financial Credit Union March 2011 - July 2014
First Calgary Financial Credit Union April 2008 - March 2011
First Calgary Financial Credit Union January 2002 - March 2008
Bank of Montreal 1999 - 2001
Bank of Montreal 1994 - 1999
Lear Construction Management 1992 - 1994
Skills
Corporate Governance, Strategic Planning for..., Sales Management, Commercial Banking, Commercial Real Estate, Retail Banking, Commercial Leasing, Strategic Leadership, Thought Leadership, Multi-channel Retail, Consumer Lending, Call Center Development, Dealer Operations, Business Transformation..., Enterprise Risk...
Education
Stanford University 2013 — 2014
Strategic Decision & Risk Management
McMaster University 2012 — 2014
Business Administration, Risk Management
University of Toronto 2011 — 2012
School of Continuing Studies, Risk Management Certificate
Mount Royal College
University of Calgary
First Calgary Financial, a Division of Connect First Credit Union March 2015 - Present
Connect First Credit Union Ltd November 2014 - February 2015
First Calgary Financial August 2014 - November 2014
First Calgary Financial Credit Union March 2011 - July 2014
First Calgary Financial Credit Union April 2008 - March 2011
First Calgary Financial Credit Union January 2002 - March 2008
Bank of Montreal 1999 - 2001
Bank of Montreal 1994 - 1999
Lear Construction Management 1992 - 1994
Skills
Corporate Governance, Strategic Planning for..., Sales Management, Commercial Banking, Commercial Real Estate, Retail Banking, Commercial Leasing, Strategic Leadership, Thought Leadership, Multi-channel Retail, Consumer Lending, Call Center Development, Dealer Operations, Business Transformation..., Enterprise Risk...
Education
Stanford University 2013 — 2014
Strategic Decision & Risk Management
McMaster University 2012 — 2014
Business Administration, Risk Management
University of Toronto 2011 — 2012
School of Continuing Studies, Risk Management Certificate
Mount Royal College
University of Calgary
Teri (Shortreed) Buckley Teri (Shortreed) Buckley's First Calgary Financial Experience January 2014 - April 2015
Job Community Brand Manager at Connect First Credit Union
Industry Public Relations and Communications
Experience
Connect First Credit Union April 2015 - Present
First Calgary Financial January 2014 - April 2015
First Calgary Financial August 2010 - January 2014
The Calgary Foundation July 2009 - July 2010
Skills
Community Investment, Marketing Communications, Corporate Communications, Corporate Social..., Strategic Communications, Internal Communications, Community Development, Public Relations, Public Speaking, Social Media, Event Planning, Communications Planning, Crisis Communications, Sponsorship, Volunteer Management, Sustainability, Editing, Strategic Planning, Strategy, Community Engagement, Proposal Writing, Grant Writing, Workshop Facilitation, Community Outreach
Education
Simon Fraser University 2014 — 2014
Certificate, Community Economic Development
Boston College - Carroll School of Management
Certificate in Corporate Citizenship Excellence
Leadership Calgary 2011 — 2012
Human Venture/Transformational Leadership
Boston College - Carroll School of Management
Certificate in Corporate Community Involvement Management
Langara College 2009 — 2009
Certificate, Public Relations
University of Victoria 2003 — 2007
Bachelor of Arts, History, English
New Era Technology 2010 — 2010
Certificate - Level 1, InDesign
Connect First Credit Union April 2015 - Present
First Calgary Financial January 2014 - April 2015
First Calgary Financial August 2010 - January 2014
The Calgary Foundation July 2009 - July 2010
Skills
Community Investment, Marketing Communications, Corporate Communications, Corporate Social..., Strategic Communications, Internal Communications, Community Development, Public Relations, Public Speaking, Social Media, Event Planning, Communications Planning, Crisis Communications, Sponsorship, Volunteer Management, Sustainability, Editing, Strategic Planning, Strategy, Community Engagement, Proposal Writing, Grant Writing, Workshop Facilitation, Community Outreach
Education
Simon Fraser University 2014 — 2014
Certificate, Community Economic Development
Boston College - Carroll School of Management
Certificate in Corporate Citizenship Excellence
Leadership Calgary 2011 — 2012
Human Venture/Transformational Leadership
Boston College - Carroll School of Management
Certificate in Corporate Community Involvement Management
Langara College 2009 — 2009
Certificate, Public Relations
University of Victoria 2003 — 2007
Bachelor of Arts, History, English
New Era Technology 2010 — 2010
Certificate - Level 1, InDesign
Stefanie Quilay Stefanie Quilay's First Calgary Financial Experience April 2004 - June 2011
Job Administrator / Customer Service
Industry Logistics and Supply Chain
Experience
Quick as a Wink Cartage July 2012 - Present
Quick as a Wink Cartage July 2012 - Present
First Calgary Financial April 2004 - June 2011
Skills
Account Management, Banking, Credit, Customer Satisfaction, Customer Service, Financial Services, Mortgage Lending, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Retail Banking, Risk Management, Teamwork
Education
Mount Royal University 2002 — 2004
Pre-Nursing Studies
Langara College 2000 — 2001
Accounting
Quick as a Wink Cartage July 2012 - Present
Quick as a Wink Cartage July 2012 - Present
First Calgary Financial April 2004 - June 2011
Skills
Account Management, Banking, Credit, Customer Satisfaction, Customer Service, Financial Services, Mortgage Lending, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Retail Banking, Risk Management, Teamwork
Education
Mount Royal University 2002 — 2004
Pre-Nursing Studies
Langara College 2000 — 2001
Accounting
apostolos hadzoglou's First Calgary Financial Experience January 2002 - January 2006
Job Senior Manager of Finance Strategy and Operations at ATB Financial
Industry Banking
Experience
ATB Financial October 2010 - Present
ATB Financial October 2010 - Present
ATB Financial October 2010 - February 2012
Petro Canada/Suncor Energy April 2008 - January 2010
ATB Financial April 2006 - March 2008
First Calgary Financial January 2002 - January 2006
BMO February 2000 - March 2001
Skills
Analysis, Finance, Financial Planning, Forecasting, Portfolio Management
Education
University of Maine/Nova Southeastern University
Masters of Business Administration, Finance
Investment Funds Institute of Canada
The University of Calgary 1994 — 1998
Bachelor of Arts (BA), International Relations and Affairs
University of Calgary
Bachelor of Arts, Political Science; International Relations
Southern Alberta Institute of Technology
Applied Management Certificate
ATB Financial October 2010 - Present
ATB Financial October 2010 - Present
ATB Financial October 2010 - February 2012
Petro Canada/Suncor Energy April 2008 - January 2010
ATB Financial April 2006 - March 2008
First Calgary Financial January 2002 - January 2006
BMO February 2000 - March 2001
Skills
Analysis, Finance, Financial Planning, Forecasting, Portfolio Management
Education
University of Maine/Nova Southeastern University
Masters of Business Administration, Finance
Investment Funds Institute of Canada
The University of Calgary 1994 — 1998
Bachelor of Arts (BA), International Relations and Affairs
University of Calgary
Bachelor of Arts, Political Science; International Relations
Southern Alberta Institute of Technology
Applied Management Certificate
Sarah Rowley Sarah Rowley's First Calgary Financial Experience 2001 - 2004
Job Sales Consultant at Workopolis
Industry Market Research
Experience
Workopolis May 2015 - Present
Cognera February 2014 - May 2015
Service Intelligence 2005 - 2013
Service Intelligence 2004 - 2005
First Calgary Financial 2001 - 2004
Skills
CRM, Market Research, Training, Customer Satisfaction, Cross-functional Team..., Program Management, Team Building, Strategy, Business Development, Access, Outlook, Business Process..., Customer Retention, Microsoft Excel, PowerPoint, Customer Insight, Analysis, Forecasting, Leadership, Account Management, Strategic Planning
Education
The University of Lethbridge 2001 — 2003
Bachelor of Management Degree, Management
Southern Alberta Institute of Technology 1999 — 2001
Marketing, Marketing
Workopolis May 2015 - Present
Cognera February 2014 - May 2015
Service Intelligence 2005 - 2013
Service Intelligence 2004 - 2005
First Calgary Financial 2001 - 2004
Skills
CRM, Market Research, Training, Customer Satisfaction, Cross-functional Team..., Program Management, Team Building, Strategy, Business Development, Access, Outlook, Business Process..., Customer Retention, Microsoft Excel, PowerPoint, Customer Insight, Analysis, Forecasting, Leadership, Account Management, Strategic Planning
Education
The University of Lethbridge 2001 — 2003
Bachelor of Management Degree, Management
Southern Alberta Institute of Technology 1999 — 2001
Marketing, Marketing
Zhengyi Selina Li's First Calgary Financial Experience May 2013 - August 2013
Job MBA/CMA Candidate
Industry Accounting
Experience
First Calgary Financial May 2013 - August 2013
Beyond Numbers Professional Accountants LLP, Canada September 2012 - April 2013
JingCheng Heavy Industry Co., Ltd (Crane & Aerial work platforms Manufacture) September 2009 - June 2011
Ericsson (China) Company Ltd - Government & Public Affairs Department July 2007 - August 2007
Skills
Accounting, Finance, CMA, Microsoft Excel, Microsoft Word, Chinese, International Business..., Corporate Finance, Budgets, Financial Analysis, Strategic Financial..., Business Planning
Education
University of Alberta 2011 — 2013
Master of Business Administration (MBA), CMA, 3.5
Central University of Finance and Economics, CUFE 2005 — 2009
Bachelor of Arts & Economics, Business Commerce & Finance, 3.8
First Calgary Financial May 2013 - August 2013
Beyond Numbers Professional Accountants LLP, Canada September 2012 - April 2013
JingCheng Heavy Industry Co., Ltd (Crane & Aerial work platforms Manufacture) September 2009 - June 2011
Ericsson (China) Company Ltd - Government & Public Affairs Department July 2007 - August 2007
Skills
Accounting, Finance, CMA, Microsoft Excel, Microsoft Word, Chinese, International Business..., Corporate Finance, Budgets, Financial Analysis, Strategic Financial..., Business Planning
Education
University of Alberta 2011 — 2013
Master of Business Administration (MBA), CMA, 3.5
Central University of Finance and Economics, CUFE 2005 — 2009
Bachelor of Arts & Economics, Business Commerce & Finance, 3.8
Sadi Alam Sadi Alam's First Calgary Financial Experience April 2011 - December 2011
Job Service Specialist at CIBC
Industry Financial Services
Experience
CIBC June 2014 - Present
Kiewit April 2012 - December 2013
Enersul January 2012 - March 2012
First Calgary Financial April 2011 - December 2011
LankaBangla Finance January 2008 - July 2009
Japan International Cooperation Agency (JICA) July 2003 - December 2007
Wells Fargo Bank February 1997 - January 2002
Skills
Project Management, Credit Cards, Banking, Team Leadership, Private Banking, Risk Management, Analysis, Credit Risk, Management, Retail Banking, Customer Service, Financial Analysis, Business Analysis, Budgets, Microsoft Office
Education
Saint Mary's University of Minnesota 1998 — 2002
Master's Degree, Management
Minnesota State University, Mankato 1992 — 1996
B. S., Marketing
CIBC June 2014 - Present
Kiewit April 2012 - December 2013
Enersul January 2012 - March 2012
First Calgary Financial April 2011 - December 2011
LankaBangla Finance January 2008 - July 2009
Japan International Cooperation Agency (JICA) July 2003 - December 2007
Wells Fargo Bank February 1997 - January 2002
Skills
Project Management, Credit Cards, Banking, Team Leadership, Private Banking, Risk Management, Analysis, Credit Risk, Management, Retail Banking, Customer Service, Financial Analysis, Business Analysis, Budgets, Microsoft Office
Education
Saint Mary's University of Minnesota 1998 — 2002
Master's Degree, Management
Minnesota State University, Mankato 1992 — 1996
B. S., Marketing
Anandbir Chug Anandbir Chug's First Calgary Financial Experience February 2008 - Present
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fusion Computer and Web Solutions Inc. February 2009 - Present
First Calgary Financial February 2008 - Present
Skills
Web Design, Website Development, Graphic Design, Web Hosting, HTML 5, CSS, Flash, Photoshop, ASP, Corel Draw, Corel Photopaint, Mortgage Lending, Banking, Investment Banking, Software Development, SQL, Web Development, Project Management, Microsoft Office, Customer Service, JavaScript, MySQL, HTML5
Education
Chaudhary Charan Singh University 1995 — 1998
Bachelor of Commerce (B.Com.)
St Mary's Academy, INDIA
High School
Fusion Computer and Web Solutions Inc. February 2009 - Present
First Calgary Financial February 2008 - Present
Skills
Web Design, Website Development, Graphic Design, Web Hosting, HTML 5, CSS, Flash, Photoshop, ASP, Corel Draw, Corel Photopaint, Mortgage Lending, Banking, Investment Banking, Software Development, SQL, Web Development, Project Management, Microsoft Office, Customer Service, JavaScript, MySQL, HTML5
Education
Chaudhary Charan Singh University 1995 — 1998
Bachelor of Commerce (B.Com.)
St Mary's Academy, INDIA
High School
Jeffrey Owel, CGA Jeffrey Owel, CGA's First Calgary Financial Experience October 2011 - April 2014
Job Senior Manager at Canadian Western Bank
Industry Banking
Experience
Canadian Western Bank April 2014 - Present
First Calgary Financial October 2011 - April 2014
BDC April 2011 - October 2011
BDC - Subordinate Financing April 2010 - March 2011
BDCBusiness Development Bank September 2005 - March 2010
MCC Economic DevelopmentMomentum Economic Development Corp July 2004 - August 2005
AFSC May 2003 - September 2003
Skills
Credit, Loans, Financial Analysis, Finance, Investments, Banking, Due Diligence, Underwriting, Mortgage Lending, New Business Development, Analysis, Accounting, Real Estate Transactions, Investment Properties, Credit Risk, Real Estate Financing, Business Development, Management, Portfolio Management, Real Estate, Commercial Real Estate, Commercial Banking, Credit Analysis
Education
CGA of Canada 2004 — 2008
CGA, Accounting
The University of Calgary 2000 — 2004
Bachelors of Commerce, Accounting
University of Calgary 1999 — 2004
B.Comm., Accounting/Finance
Canadian Western Bank April 2014 - Present
First Calgary Financial October 2011 - April 2014
BDC April 2011 - October 2011
BDC - Subordinate Financing April 2010 - March 2011
BDCBusiness Development Bank September 2005 - March 2010
MCC Economic DevelopmentMomentum Economic Development Corp July 2004 - August 2005
AFSC May 2003 - September 2003
Skills
Credit, Loans, Financial Analysis, Finance, Investments, Banking, Due Diligence, Underwriting, Mortgage Lending, New Business Development, Analysis, Accounting, Real Estate Transactions, Investment Properties, Credit Risk, Real Estate Financing, Business Development, Management, Portfolio Management, Real Estate, Commercial Real Estate, Commercial Banking, Credit Analysis
Education
CGA of Canada 2004 — 2008
CGA, Accounting
The University of Calgary 2000 — 2004
Bachelors of Commerce, Accounting
University of Calgary 1999 — 2004
B.Comm., Accounting/Finance
Jeannine Villam's First Calgary Financial Experience May 2006 - March 2012
Job Human Resources Advisor at Stantec
Industry Human Resources
Patti Weaver's First Calgary Financial Experience November 2007 - February 2015
Job Manager, Analytics & Insights at Connect First Credit Union
Industry Financial Services
Experience
Connect First Credit Union March 2015 - Present
First Calgary Financial November 2007 - February 2015
First Calgary Savings February 2006 - October 2007
Vancity Credit Union 2000 - 2006
Canadian Airlines 1996 - 2000
Skills
Database Marketing, Loyalty Programs, CRM, Direct Marketing, Analytics, Marketing, Program Management, Business Analysis, Team Leadership, Data Analysis, Segmentation, Customer Service, Project Management, Analysis, Competitive Analysis, Coaching, Teamwork, Market Research, Product Development, Business Intelligence
Education
University of Calgary 1990 — 1996
Bachelor of Commerce, Concentration in Marketing and Tourism & Hospitality Management
Connect First Credit Union March 2015 - Present
First Calgary Financial November 2007 - February 2015
First Calgary Savings February 2006 - October 2007
Vancity Credit Union 2000 - 2006
Canadian Airlines 1996 - 2000
Skills
Database Marketing, Loyalty Programs, CRM, Direct Marketing, Analytics, Marketing, Program Management, Business Analysis, Team Leadership, Data Analysis, Segmentation, Customer Service, Project Management, Analysis, Competitive Analysis, Coaching, Teamwork, Market Research, Product Development, Business Intelligence
Education
University of Calgary 1990 — 1996
Bachelor of Commerce, Concentration in Marketing and Tourism & Hospitality Management
Vikash Ramdin's First Calgary Financial Experience January 2011 - Present
Job Network Analyst 2 at First Calgary Financial
Industry Banking
Experience
First Calgary Financial January 2011 - Present
inUnison Technology Services June 2006 - February 2011
InUnison Technology Services 2007 - 2010
First Calgary Savings 2006 - 2007
Equant February 2003 - February 2006
SITA-EQUANT-JV January 2001 - February 2003
SITA January 1997 - January 2001
SITA August 1990 - January 1997
Skills
Network Architect, Network Security, VoIP Architect, UCCE Administrator, MS Active Directory..., VBScript, C#, PowerShell Script, ESXi 5.1, Active Directory, Cisco Technologies, Databases, IIS, IP, ITIL, Integration, Linux, Microsoft SQL Server, Networking, Risk Management, SDLC, SQL, SharePoint, Software Development, T-SQL, Telecommunications, Training, VMware, VMware ESX, VoIP, Windows, Windows Server, IT Management, Requirements Analysis, Team Leadership
Education
Global Knowledge Training Solutions 2011 — 2011
CIPT 2, Telephony Technology
Global Knowledge Training Solutions 2010 — 2010
CCNA, Technology
Global Knowledge Training Solutions 2010 — 2010
CIPT1, Telephony Technology
Fincentric Training Centre 2007 — 2007
iWB Banking System Administration, Banking System Technology
Damelin 2003 — 2004
Management Diploma, Management
OmniTech College 1990 — 1992
Electronics, Electronics, Light Current
New Horizons Technical Institute 1991 — 1991
IMCR, Network Configuration
New Horizons Technical Institute 1991 — 1991
ICND, IT Networking
First Calgary Financial January 2011 - Present
inUnison Technology Services June 2006 - February 2011
InUnison Technology Services 2007 - 2010
First Calgary Savings 2006 - 2007
Equant February 2003 - February 2006
SITA-EQUANT-JV January 2001 - February 2003
SITA January 1997 - January 2001
SITA August 1990 - January 1997
Skills
Network Architect, Network Security, VoIP Architect, UCCE Administrator, MS Active Directory..., VBScript, C#, PowerShell Script, ESXi 5.1, Active Directory, Cisco Technologies, Databases, IIS, IP, ITIL, Integration, Linux, Microsoft SQL Server, Networking, Risk Management, SDLC, SQL, SharePoint, Software Development, T-SQL, Telecommunications, Training, VMware, VMware ESX, VoIP, Windows, Windows Server, IT Management, Requirements Analysis, Team Leadership
Education
Global Knowledge Training Solutions 2011 — 2011
CIPT 2, Telephony Technology
Global Knowledge Training Solutions 2010 — 2010
CCNA, Technology
Global Knowledge Training Solutions 2010 — 2010
CIPT1, Telephony Technology
Fincentric Training Centre 2007 — 2007
iWB Banking System Administration, Banking System Technology
Damelin 2003 — 2004
Management Diploma, Management
OmniTech College 1990 — 1992
Electronics, Electronics, Light Current
New Horizons Technical Institute 1991 — 1991
IMCR, Network Configuration
New Horizons Technical Institute 1991 — 1991
ICND, IT Networking
Dael Wallace's First Calgary Financial Experience September 2002 - December 2007
Job Underwriter at ATB Financial
Industry Banking
Experience
ATB Financial October 2012 - Present
ATB Financial December 2007 - October 2012
First Calgary Financial September 2002 - December 2007
Communication Consultant / Partner January 1993 - September 2002
Skills
Real Estate, Business Development, Refinance, Banking, Retail Banking, Credit Analysis, Leadership, Wealth Management, Team Leadership, Commercial Banking, Branch Banking, Business Analysis, Risk Management, Mutual Funds, Residential Mortgages, Relationship Management, Loans, Credit, Investments, Portfolio Management, Consumer Lending, Credit Risk, Mortgage Lending, Customer Service, Insurance, Strategic Financial..., Commercial Lending, Financial Analysis, Financial Risk, Contract Negotiation, Negotiation
Education
University of South Africa/Universiteit van Suid-Afrika
Master of Arts (M.A.), Communication
University of South Africa/Universiteit van Suid-Afrika
B.A. Hons., Theory & Research, Advertising, Government Diplomacy, P.R. & Organizational Communication
University of South Africa/Universiteit van Suid-Afrika
Bachelor of Arts (B.A.), Communication / Psychology
ATB Financial October 2012 - Present
ATB Financial December 2007 - October 2012
First Calgary Financial September 2002 - December 2007
Communication Consultant / Partner January 1993 - September 2002
Skills
Real Estate, Business Development, Refinance, Banking, Retail Banking, Credit Analysis, Leadership, Wealth Management, Team Leadership, Commercial Banking, Branch Banking, Business Analysis, Risk Management, Mutual Funds, Residential Mortgages, Relationship Management, Loans, Credit, Investments, Portfolio Management, Consumer Lending, Credit Risk, Mortgage Lending, Customer Service, Insurance, Strategic Financial..., Commercial Lending, Financial Analysis, Financial Risk, Contract Negotiation, Negotiation
Education
University of South Africa/Universiteit van Suid-Afrika
Master of Arts (M.A.), Communication
University of South Africa/Universiteit van Suid-Afrika
B.A. Hons., Theory & Research, Advertising, Government Diplomacy, P.R. & Organizational Communication
University of South Africa/Universiteit van Suid-Afrika
Bachelor of Arts (B.A.), Communication / Psychology
Antoinnette Douville-Mackie's First Calgary Financial Experience 1994 - 1997
Job Independent Human Resources Professional
Industry Human Resources
Experience
Insights 2001 - Present
928531 Alberta Ltd 1999 - Present
The Home Depot Canada 1998 - 1999
Rogers Communications 1997 - 1998
First Calgary Financial 1994 - 1997
Canada Trust 1987 - 1994
Skills
Talent Management, Leadership Development, Talent Acquisition, Training, Employee Relations, Human Resources, Recruiting, Workforce Planning, Succession Planning, Learning and Development, Organizational..., Onboarding
Education
The University of Calgary 1995 — 1997
Master's degree, Master of Continung Education - Specilization in Workplace Learning
The University of Calgary 1987 — 1991
Bachelor of Science (BS), Psychology
Insights 2001 - Present
928531 Alberta Ltd 1999 - Present
The Home Depot Canada 1998 - 1999
Rogers Communications 1997 - 1998
First Calgary Financial 1994 - 1997
Canada Trust 1987 - 1994
Skills
Talent Management, Leadership Development, Talent Acquisition, Training, Employee Relations, Human Resources, Recruiting, Workforce Planning, Succession Planning, Learning and Development, Organizational..., Onboarding
Education
The University of Calgary 1995 — 1997
Master's degree, Master of Continung Education - Specilization in Workplace Learning
The University of Calgary 1987 — 1991
Bachelor of Science (BS), Psychology
Josh Barker's First Calgary Financial Experience January 2009 - January 2013
Job Manager, Commercial Mortgages Prairies Region at Peoples Trust Company
Industry Commercial Real Estate
Experience
Peoples Trust Company February 2013 - Present
First Calgary Financial January 2009 - January 2013
Canada ICI Capital (CGY) Corporation October 2006 - December 2008
Bad Nauheim Roten Teufel Hockey Club August 2005 - February 2006
Louisiana Ice Gators Hockey Club September 2004 - May 2005
Roanoke Express Hockey Club September 2002 - May 2004
Skills
Banking, Mortgage Lending, Real Estate, Hockey, Commercial Real Estate, Financial Analysis, Investments, Financial Services, Real Estate Financing, Loans, Management, Commercial Mortgages, Commercial Banking, Credit, Credit Analysis, Customer Service, Finance, Portfolio Management, Real Estate Development, Investment Properties, Real Estate Economics
Education
Brown University 1998 — 2002
BA, Economics
Peoples Trust Company February 2013 - Present
First Calgary Financial January 2009 - January 2013
Canada ICI Capital (CGY) Corporation October 2006 - December 2008
Bad Nauheim Roten Teufel Hockey Club August 2005 - February 2006
Louisiana Ice Gators Hockey Club September 2004 - May 2005
Roanoke Express Hockey Club September 2002 - May 2004
Skills
Banking, Mortgage Lending, Real Estate, Hockey, Commercial Real Estate, Financial Analysis, Investments, Financial Services, Real Estate Financing, Loans, Management, Commercial Mortgages, Commercial Banking, Credit, Credit Analysis, Customer Service, Finance, Portfolio Management, Real Estate Development, Investment Properties, Real Estate Economics
Education
Brown University 1998 — 2002
BA, Economics
Jini Penugonde, CHRP's First Calgary Financial Experience November 2011 - September 2012
Job Recruitment Coordinator at Northern Blizzard
Industry Oil & Energy
Experience
Northern Blizzard Resources Inc. September 2012 - Present
First Calgary Financial November 2011 - September 2012
Scotiabank October 2008 - November 2011
Scotiabank August 2007 - October 2008
Handyman Rentals November 2006 - August 2007
Scotiabank May 2006 - November 2006
Information Services Corporation of Saskatchewan June 2005 - May 2006
Skills
Human Resources, Employee Relations, Project Management, Coaching, Retail Banking, Training, Performance Management, Onboarding, Interviews, New Hire Orientations, Leadership, Employee Benefits
Education
University of Saskatchewan 2000 — 2004
Commerce, Human Resources
Northern Blizzard Resources Inc. September 2012 - Present
First Calgary Financial November 2011 - September 2012
Scotiabank October 2008 - November 2011
Scotiabank August 2007 - October 2008
Handyman Rentals November 2006 - August 2007
Scotiabank May 2006 - November 2006
Information Services Corporation of Saskatchewan June 2005 - May 2006
Skills
Human Resources, Employee Relations, Project Management, Coaching, Retail Banking, Training, Performance Management, Onboarding, Interviews, New Hire Orientations, Leadership, Employee Benefits
Education
University of Saskatchewan 2000 — 2004
Commerce, Human Resources
Amardeep Hayher's First Calgary Financial Experience May 2011 - Present
Job Open to new opportunities Accounting / Finance for an Oil and Gas sector
Industry Accounting
Experience
First Calgary Financial May 2011 - Present
Standard Life March 2009 - August 2010
ATB Financial June 2007 - December 2007
Intuit November 2006 - May 2007
Center Partners (T-Mobile Call center) September 2005 - September 2006
Skills
Banking, Risk Management, Excel, Access, Outlook, Microsoft Office, Call Center, Word, PowerPoint, Data Analysis, Accounting, Documentation, Customer Satisfaction, Data Entry, Financial Reporting, SAP, Microsoft Excel, Customer Service, Microsoft Word, Sales
Education
Southern Alberta Institute of Technology 2012 — 2014
CAPPA Certificate, Production Accounting
Canadian Securities Institude (CSI) 2011 — 2012
Conduct and Practice Handbook Course (CPH), Finance and Financial Management Services
Canadian Securities Institude (CSI) 2010 — 2010
Canadian Securities Course (CSC) certificate, Finance and Financial Management Services
The University of Lethbridge 2006 — 2008
Bachelor of Management, Finance
Southern Alberta Institute of Technology 2004 — 2005
Business Administration Diploma, Financial Services
First Calgary Financial May 2011 - Present
Standard Life March 2009 - August 2010
ATB Financial June 2007 - December 2007
Intuit November 2006 - May 2007
Center Partners (T-Mobile Call center) September 2005 - September 2006
Skills
Banking, Risk Management, Excel, Access, Outlook, Microsoft Office, Call Center, Word, PowerPoint, Data Analysis, Accounting, Documentation, Customer Satisfaction, Data Entry, Financial Reporting, SAP, Microsoft Excel, Customer Service, Microsoft Word, Sales
Education
Southern Alberta Institute of Technology 2012 — 2014
CAPPA Certificate, Production Accounting
Canadian Securities Institude (CSI) 2011 — 2012
Conduct and Practice Handbook Course (CPH), Finance and Financial Management Services
Canadian Securities Institude (CSI) 2010 — 2010
Canadian Securities Course (CSC) certificate, Finance and Financial Management Services
The University of Lethbridge 2006 — 2008
Bachelor of Management, Finance
Southern Alberta Institute of Technology 2004 — 2005
Business Administration Diploma, Financial Services
Kelli (Gillespie) Burt's First Calgary Financial Experience April 2015 - Present
Job Branch Manager
Industry Banking
Experience
First Calgary Financial April 2015 - Present
Scotiabank December 2013 - February 2015
Scotiabank March 2000 - February 2015
Scotiabank October 2013 - March 2014
Scotiabank April 2008 - October 2013
Skills
Banking, Mortgage Lending, Retail Banking, Residential Mortgages, Loans, Credit Risk, Credit, Credit Analysis, Relationship Management, Risk Management, Mutual Funds, Investments, Consumer Lending, Lines Of Credit, Financial Planning, Financial Services, Financial Risk, Branch Banking, Refinance, Commercial Banking, Portfolio Management, Financial Analysis, Wealth Management, Finance
Education
Nipissing University
Bachelor of Commerce (B.Com.)
First Calgary Financial April 2015 - Present
Scotiabank December 2013 - February 2015
Scotiabank March 2000 - February 2015
Scotiabank October 2013 - March 2014
Scotiabank April 2008 - October 2013
Skills
Banking, Mortgage Lending, Retail Banking, Residential Mortgages, Loans, Credit Risk, Credit, Credit Analysis, Relationship Management, Risk Management, Mutual Funds, Investments, Consumer Lending, Lines Of Credit, Financial Planning, Financial Services, Financial Risk, Branch Banking, Refinance, Commercial Banking, Portfolio Management, Financial Analysis, Wealth Management, Finance
Education
Nipissing University
Bachelor of Commerce (B.Com.)
Christine Niemi, B.Mgt, CHRP's First Calgary Financial Experience April 2013 - Present
Job HR Business Partner at Connect First Credit Union
Industry Financial Services
Experience
Connect First Credit Union March 2015 - Present
First Calgary Financial April 2013 - Present
First Calgary Financial January 2005 - Present
Skills
Employee Relations, Employee Engagement, Succession Planning, Coaching, HRIS, Human Resources, Leadership, HR Policies, Performance Management, New Hire Orientations, Talent Acquisition
Education
The University of Lethbridge 1997 — 1999
Bachelor of Management, Human Resources
Connect First Credit Union March 2015 - Present
First Calgary Financial April 2013 - Present
First Calgary Financial January 2005 - Present
Skills
Employee Relations, Employee Engagement, Succession Planning, Coaching, HRIS, Human Resources, Leadership, HR Policies, Performance Management, New Hire Orientations, Talent Acquisition
Education
The University of Lethbridge 1997 — 1999
Bachelor of Management, Human Resources
Tamara Logan, WPICC's First Calgary Financial Experience 2005 - 2007
Job Technical Analyst and Wedding Consultant
Industry Information Technology and Services
Experience
Cenovus Energy April 2014 - Present
Talisman Energy September 2013 - April 2014
E S Williams & Associates October 2011 - August 2013
Metafore March 2010 - October 2011
Stay at Home Mom 2007 - 2010
First Calgary Financial 2005 - 2007
Action PC Repair 2002 - 2007
First Calgary Financial 2004 - 2005
YBM ECC October 2001 - October 2002
Skills
Technical Support, Networking, Troubleshooting, Windows, Help Desk Support, Citrix, Software Installation, Active Directory, SharePoint, Hardware, Software Documentation, Customer Service, Computer Hardware, Windows 7, Information Technology, Team Leadership, Laptops, Training, System Administration, Blackberry, IT Operations, Management, Microsoft Office, Outlook, Windows XP, Blackberry Enterprise..., Teaching, Microsoft Word, PowerPoint, English, Photography, XP, Service Desk, Coaching, Polycom Video..., WebEx, Crestron, Wedding Planning
Education
Lethbridge Community College 1999 — 2001
Diploma, Computer Information Technology
The Wedding Planners Institute of Canada Inc.
Wedding Consultant and Coordinator Certification
Cenovus Energy April 2014 - Present
Talisman Energy September 2013 - April 2014
E S Williams & Associates October 2011 - August 2013
Metafore March 2010 - October 2011
Stay at Home Mom 2007 - 2010
First Calgary Financial 2005 - 2007
Action PC Repair 2002 - 2007
First Calgary Financial 2004 - 2005
YBM ECC October 2001 - October 2002
Skills
Technical Support, Networking, Troubleshooting, Windows, Help Desk Support, Citrix, Software Installation, Active Directory, SharePoint, Hardware, Software Documentation, Customer Service, Computer Hardware, Windows 7, Information Technology, Team Leadership, Laptops, Training, System Administration, Blackberry, IT Operations, Management, Microsoft Office, Outlook, Windows XP, Blackberry Enterprise..., Teaching, Microsoft Word, PowerPoint, English, Photography, XP, Service Desk, Coaching, Polycom Video..., WebEx, Crestron, Wedding Planning
Education
Lethbridge Community College 1999 — 2001
Diploma, Computer Information Technology
The Wedding Planners Institute of Canada Inc.
Wedding Consultant and Coordinator Certification
Corrado Competrini's First Calgary Financial Experience September 1993 - February 2005
Job VP Mutual Fund Services at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company January 2007 - Present
First Calgary Financial September 1993 - February 2005
TD Canada Trust September 1980 - August 1993
Skills
Equities, Mutual Funds, Financial Analysis, Alternative Investments, Strategic Financial..., Securities, Asset Management, Investments, Capital Markets, Wealth Management, Financial Services, Risk Management, Portfolio Management, Banking, Strategic Planning, Relationship Management, Investment Strategies
Education
Laurentian University/Université Laurentienne 1975 — 1979
Honours B.A., Urban Studies/Affairs
Fiduciary Trust Company January 2007 - Present
First Calgary Financial September 1993 - February 2005
TD Canada Trust September 1980 - August 1993
Skills
Equities, Mutual Funds, Financial Analysis, Alternative Investments, Strategic Financial..., Securities, Asset Management, Investments, Capital Markets, Wealth Management, Financial Services, Risk Management, Portfolio Management, Banking, Strategic Planning, Relationship Management, Investment Strategies
Education
Laurentian University/Université Laurentienne 1975 — 1979
Honours B.A., Urban Studies/Affairs
Damion Larsen's First Calgary Financial Experience September 2006 - July 2007
Job Corporate Recruiter at Auburn Financial
Industry Oil & Energy
Experience
Auburn Financial 2015 - Present
Twisted Bits Directional Services June 2010 - Present
Dominion Lending Centres Inc 2012 - 2015
Infosat Communications March 2008 - January 2010
BMW July 2007 - March 2008
First Calgary Financial September 2006 - July 2007
Costco Wholesale January 2002 - September 2006
Skills
Sales, Leadership, Customer Service, Financial Analysis, Training, Analysis, Teaching, Business Strategy, Budgets, Project Management, Forecasting, Business Analysis, Project Planning, Petroleum, Team Leadership, Change Management, Energy, Management, Negotiation, Microsoft Office, Microsoft Excel, Marketing, Oil & Gas
Education
Athabasca University
Business/Commerce, General
Northern Alberta Institute of Technology
Bachelor of Business Administration (BBA), Business Administration, Finance
Auburn Financial 2015 - Present
Twisted Bits Directional Services June 2010 - Present
Dominion Lending Centres Inc 2012 - 2015
Infosat Communications March 2008 - January 2010
BMW July 2007 - March 2008
First Calgary Financial September 2006 - July 2007
Costco Wholesale January 2002 - September 2006
Skills
Sales, Leadership, Customer Service, Financial Analysis, Training, Analysis, Teaching, Business Strategy, Budgets, Project Management, Forecasting, Business Analysis, Project Planning, Petroleum, Team Leadership, Change Management, Energy, Management, Negotiation, Microsoft Office, Microsoft Excel, Marketing, Oil & Gas
Education
Athabasca University
Business/Commerce, General
Northern Alberta Institute of Technology
Bachelor of Business Administration (BBA), Business Administration, Finance
Alan Bourne's First Calgary Financial Experience August 2013 - June 2015
Job Manager, Audit Services at Connect First Credit Union
Industry Banking
Experience
Connect First Credit Union June 2015 - Present
First Calgary Financial August 2013 - June 2015
Advantage Ford November 2012 - May 2013
TD Canada Trust March 2012 - October 2012
TD Canada Trust November 2010 - March 2012
Bank of Montreal September 2008 - October 2010
ATB Financial May 2008 - August 2008
ATB Financial December 2005 - April 2008
ATB Financial November 2003 - November 2005
Alberta Wheat Pool/Agricore March 1990 - December 2001
Skills
Credit Analysis, Commercial Banking, Credit, Banking, Commercial Lending, Loans, Relationship Management, Commercial Real Estate, Mortgage Lending, Customer Service, Financial Risk, Credit Risk, Retail Banking, Financial Services, Residential Mortgages, Small Business Lending, Portfolio Management, Consumer Lending, Refinance
Education
Athabasca University 2002 — 2002
Bachelor of Business Administration (BBA)
Connect First Credit Union June 2015 - Present
First Calgary Financial August 2013 - June 2015
Advantage Ford November 2012 - May 2013
TD Canada Trust March 2012 - October 2012
TD Canada Trust November 2010 - March 2012
Bank of Montreal September 2008 - October 2010
ATB Financial May 2008 - August 2008
ATB Financial December 2005 - April 2008
ATB Financial November 2003 - November 2005
Alberta Wheat Pool/Agricore March 1990 - December 2001
Skills
Credit Analysis, Commercial Banking, Credit, Banking, Commercial Lending, Loans, Relationship Management, Commercial Real Estate, Mortgage Lending, Customer Service, Financial Risk, Credit Risk, Retail Banking, Financial Services, Residential Mortgages, Small Business Lending, Portfolio Management, Consumer Lending, Refinance
Education
Athabasca University 2002 — 2002
Bachelor of Business Administration (BBA)
Jason Crooks's First Calgary Financial Experience July 2012 - Present
Job Systems Architect at First Calgary Financial
Industry Information Technology and Services
Experience
First Calgary Financial July 2012 - Present
First Calgary Financial January 2011 - July 2012
inUnison Technology Services May 2009 - December 2010
Sherritt International Oil & Gas and Power 2006 - 2009
SAIT Polytechnic 1998 - 2006
Skills
Citrix XENApp, Microsoft Exchange, Active Directory, Virtualization, Storage Area Networks, Windows Server, Disaster Recovery, Windows, VMware, Citrix, Storage, IT Management, SharePoint, VMware ESX, vSphere, Data Center, Technical Support, IT Service Management, Operating Systems, System Administration, Servers, Infrastructure, Server Administration, Enterprise Architecture, VBScript, SAN
Education
Southern Alberta Institute of Technology 1996 — 1998
Diploma, Computer Technology
Willow Creek Composite High School 1990 — 1993
Advanced Diploma, General
First Calgary Financial July 2012 - Present
First Calgary Financial January 2011 - July 2012
inUnison Technology Services May 2009 - December 2010
Sherritt International Oil & Gas and Power 2006 - 2009
SAIT Polytechnic 1998 - 2006
Skills
Citrix XENApp, Microsoft Exchange, Active Directory, Virtualization, Storage Area Networks, Windows Server, Disaster Recovery, Windows, VMware, Citrix, Storage, IT Management, SharePoint, VMware ESX, vSphere, Data Center, Technical Support, IT Service Management, Operating Systems, System Administration, Servers, Infrastructure, Server Administration, Enterprise Architecture, VBScript, SAN
Education
Southern Alberta Institute of Technology 1996 — 1998
Diploma, Computer Technology
Willow Creek Composite High School 1990 — 1993
Advanced Diploma, General
Carla Palmquist's First Calgary Financial Experience January 2011 - May 2011
Job at
Industry Financial Services
Experience
TransCanada February 2013 - Present
Bantrel January 2012 - February 2013
TransCanada June 2011 - January 2012
First Calgary Financial January 2011 - May 2011
First Calgary Financial February 2010 - December 2010
WorleyParsons August 2006 - February 2009
Industry Canada 2003 - 2003
Skills
Procurement, Excel, Microsoft Office, Purchasing, Word, Outlook, Problem Solving, Administration, PowerPoint, Spreadsheets, Teamwork, Vendor Management, Vendor Relations, Microsoft Word, Microsoft Excel, System Administration
Education
University of Calgary 1999 — 2004
Bachelor of Arts, Economics
TransCanada February 2013 - Present
Bantrel January 2012 - February 2013
TransCanada June 2011 - January 2012
First Calgary Financial January 2011 - May 2011
First Calgary Financial February 2010 - December 2010
WorleyParsons August 2006 - February 2009
Industry Canada 2003 - 2003
Skills
Procurement, Excel, Microsoft Office, Purchasing, Word, Outlook, Problem Solving, Administration, PowerPoint, Spreadsheets, Teamwork, Vendor Management, Vendor Relations, Microsoft Word, Microsoft Excel, System Administration
Education
University of Calgary 1999 — 2004
Bachelor of Arts, Economics
Rahim Hassam's First Calgary Financial Experience April 2012 - February 2013
Job Accounting Clerk at Three Streams Engineering Division, Foster Wheeler Canada Ltd.
Industry Utilities
Experience
Three Streams Engineering Division, Foster Wheeler Canada Ltd. August 2013 - Present
SNC Lavalin March 2013 - July 2013
First Calgary Financial April 2012 - February 2013
Scotiabank July 2011 - March 2012
Education
CGA Association of Alberta 2013 — 2015
CGA designation
The University of Lethbridge 2006 — 2011
Bachelor of Management, Finance, Accounting
Three Streams Engineering Division, Foster Wheeler Canada Ltd. August 2013 - Present
SNC Lavalin March 2013 - July 2013
First Calgary Financial April 2012 - February 2013
Scotiabank July 2011 - March 2012
Education
CGA Association of Alberta 2013 — 2015
CGA designation
The University of Lethbridge 2006 — 2011
Bachelor of Management, Finance, Accounting
Sarah M. Whately's First Calgary Financial Experience February 2013 - May 2014
Job Treasury and Trade Reconciliation
Industry Financial Services
Experience
Canaccord Genuity Group Inc. September 2014 - Present
First Calgary Financial February 2013 - May 2014
First Calgary Financial June 2009 - February 2013
Canaccord Financial April 2004 - January 2008
Skills
Banking, Financial Services, Teamwork, Leadership, Analysis, Business Analysis, Customer Service, Relationship Management, Coaching
Education
Mount Royal University
Extension Certificate, Public Relations
American Academy of Dramatic Arts
Associates Degree, Occupational Studies, Theatre
Canaccord Genuity Group Inc. September 2014 - Present
First Calgary Financial February 2013 - May 2014
First Calgary Financial June 2009 - February 2013
Canaccord Financial April 2004 - January 2008
Skills
Banking, Financial Services, Teamwork, Leadership, Analysis, Business Analysis, Customer Service, Relationship Management, Coaching
Education
Mount Royal University
Extension Certificate, Public Relations
American Academy of Dramatic Arts
Associates Degree, Occupational Studies, Theatre
Kevin Woycheshin's First Calgary Financial Experience May 2010 - March 2014
Job AVP & Manager, Equipment Financing Group at Canadian Western Bank
Industry Financial Services
Experience
Canadian Western Bank April 2014 - Present
First Calgary Financial May 2010 - March 2014
RBC May 2007 - April 2010
RBC November 2003 - April 2007
RBC April 2000 - October 2003
RBC September 1998 - March 2000
Skills
Risk Management, Commercial Banking, Agriculture Banking, Special Loans, Credit, Loans, Finance, Management, Retail Banking, Banking, Credit Analysis, Mortgage Lending, Credit Risk, Relationship Management, Consumer Lending, Portfolio Management, Financial Analysis
Education
University of Manitoba 1986 — 1988
Diploma, Agriculture, General, Dean's Honor Role
Rossburn Collegiate
Rossburn Collegiate
Canadian Western Bank April 2014 - Present
First Calgary Financial May 2010 - March 2014
RBC May 2007 - April 2010
RBC November 2003 - April 2007
RBC April 2000 - October 2003
RBC September 1998 - March 2000
Skills
Risk Management, Commercial Banking, Agriculture Banking, Special Loans, Credit, Loans, Finance, Management, Retail Banking, Banking, Credit Analysis, Mortgage Lending, Credit Risk, Relationship Management, Consumer Lending, Portfolio Management, Financial Analysis
Education
University of Manitoba 1986 — 1988
Diploma, Agriculture, General, Dean's Honor Role
Rossburn Collegiate
Rossburn Collegiate
Patrick Herba's First Calgary Financial Experience
Job
Industry Financial Services
Experience
First Calgary Financial
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
University of Calgary
Bachelor's Degree, Business Administration and Management, General
First Calgary Financial
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
University of Calgary
Bachelor's Degree, Business Administration and Management, General
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
CIBC Wood Gundy