McGill Investment Club
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McGill Investment Club Employees
Scotiabank Global Banking and Markets July 2013 - Present
McGill Investment Club April 2012 - April 2013
The Bull & Bear January 2012 - January 2013
Scotiabank Global Banking and Markets May 2012 - August 2012
TMX Group June 2011 - August 2011
National Bank of Canada January 2010 - August 2010
Education
McGill University 2010 — 2013
Bachelor of Commerce, Major in Finance
Université Paris Dauphine 2011 — 2011
Semester Abroad, Finance and Economics
Morgan Stanley June 2013 - Present
Association of Canadian Intercollegiate Investment Clubs (ACIIC) September 2012 - August 2013
McGill Investment Club April 2012 - May 2013
Morgan Stanley May 2012 - August 2012
Sentry Investments May 2011 - August 2011
Skills
Bloomberg, Valuation, Financial Modeling, Financial Analysis, Economics, Bloomberg Terminal, Equity Research, Hedge Funds, Derivatives, Equity Valuation, Equities, Asset Management, Capital IQ, Corporate Finance, Capital Markets, Business Valuation, Private Equity
Education
McGill University 2009 — 2013
Bachelor of Commerce, First Class Joint Honours in Economics and Finance
Sotogrande International School 2003 — 2009
International Baccalaureate
RBC Capital Markets July 2014 - Present
McGill Investment Club September 2013 - April 2014
Desautels Capital Management September 2012 - April 2014
RBC Capital Markets May 2013 - August 2013
Design Built Mechanical Inc. June 2010 - September 2012
TELUS August 2009 - June 2010
TELUS July 2008 - August 2009
Skills
Leadership, Microsoft Excel, Team Leadership, Sales, Finance, Cold Calling, Direct Sales, DCF Valuation, Microsoft Office, PowerPoint, Competitive Analysis, Market Research, Sales Operations, Financial Modeling, Financial Statement...
Education
McGill University 2010 — 2014
Bachelors of Commerce, Honours Investment Management
J.P. Morgan August 2014 - June 2015
J.P. Morgan March 2012 - July 2014
McGill Investment Club April 2010 - May 2011
Wharton Business School and McGill University September 2008 - May 2011
BMO Capital Markets May 2010 - August 2010
Scholar Athlete Academy January 2010 - May 2010
Pannell Kerr Forster East Africa May 2009 - July 2009
UNICEF Kenya December 2006 - January 2007
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Analysis, Accounting, Analysis, Business Valuation, Bloomberg Terminal, Entrepreneurship, Finance, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
McGill University 2008 — 2011
Bachelor's of Commerce, Major in Finance
University of Pennsylvania - The Wharton School 2009 — 2010
Bachelor's of Commerce, Finance and Accounting
Bank of America Merrill Lynch June 2015 - Present
McGill Investment Club May 2014 - May 2015
Desautels Capital Management May 2013 - May 2015
Lindsay Goldberg July 2013 - August 2013
The Bull & Bear September 2012 - June 2013
The Reinvention of Tea May 2012 - January 2013
O'Neill May 2012 - September 2012
Skills
Entrepreneurial mindset, Perseverant, Well-organized, Hard-working, Entrepreneurship, Social Networking, Social Media Marketing, PowerPoint, Business Strategy..., Monetization strategy, Investments, Finance, Financial Modeling, Analysis, Bloomberg Terminal, Business Strategy, Teamwork, Start-ups, Portfolio Management, Monetization
Education
McGill University 2012 — 2015
Bachelor of Commerce (BCom), Honours Investment Management
Inflection July 2014 - Present
Capital One July 2013 - July 2014
McGill Investment Club April 2012 - April 2013
Desautels Capital Management September 2011 - April 2013
Tortus Capital March 2012 - April 2012
RDA Capital January 2012 - April 2012
Manulife Financial May 2011 - August 2011
CIBC June 2010 - August 2010
Tandem Live September 2009 - February 2010
Dundee Wealth October 2009 - December 2009
Skills
Microsoft Excel, Matlab, Bloomberg Terminal, Finance, Java, PowerPoint, Excel, Capital IQ, SQL, SAS programming, Teradata, Red Hat Linux, Cron, Unix, Python, Word, Google API, HTML, Photoshop, Illustrator, EIKON, Google Adwords, Bing API, CART, TreeNet, Microsoft SQL Server, Financial Modeling, Financial Analysis, Data Analysis, Analytics, Analysis, Valuation, Microsoft Word
Education
McGill University 2009 — 2013
Bachelor of Commerce (BCom), Honours Investment Management, 3.82
University of Toronto Schools 2003 — 2009
High School Diploma, Mathematics, 95
Desautels Capital Management May 2015 - Present
McGill University April 2014 - Present
Desautels Engagement Committee April 2015 - Present
Fidelity Investments May 2015 - August 2015
ACIIC October 2014 - May 2015
McGill Investment Club October 2013 - May 2015
Seattle Yacht Club June 2009 - August 2014
New Residence Hall Council September 2013 - May 2014
Global Justice Coalition September 2012 - June 2013
Skills
Public Speaking, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, English, Childcare, Sailing, Community Outreach, Presentation Skills, Technical Presentations, Equity Valuation, Team Leadership
Education
McGill University - Desautels Faculty of Management 2013 — 2017
Bachelor of Commerce (BCom), Honors Investment Management
Seattle Preparatory School 2009 — 2013
High School Diploma
Fidelity Investments August 2012 - Present
McGill Investment Club April 2011 - May 2012
Desautels Capital Management October 2010 - May 2012
Fidelity Investments May 2011 - August 2011
Linda Johnston Financial Solutions May 2008 - January 2011
BourseInvestir April 2005 - June 2007
Skills
Equity Valuation, Bloomberg, Valuation, Portfolio Management, Equity Research, Bloomberg Terminal, Corporate Finance, Equities, Financial Modeling, Capital Markets, Analysis, Time Management, Financial Analysis, Mutual Funds, PowerPoint, Microsoft Excel, Fixed Income, French, Investments, Economics, Strategy
Education
McGill University 2009 — 2012
Bcom, Honours in Investment Management, 3.97/4.00
Collège de Bois-de-Boulogne 2007 — 2009
DEC, Administration
Canadian Securities Institute 2007 — 2008
Canadian Securities Course
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - Present
McGill Investment Club April 2010 - Present
Right To Play April 2010 - Present
Moody's Investors Service June 2010 - August 2010
Right To Play June 2007 - July 2007
Skills
Financial Modeling, Leadership, Financial Analysis, Valuation, Capital Markets
Education
McGill University 2008 — 2012
Alinda Capital Partners LLC July 2014 - Present
J.P. Morgan June 2012 - July 2014
McGill Investment Club June 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Bank of Montreal May 2010 - August 2010
Education
McGill University 2008 — 2012
Bachelor of Commerce, Major in Finance, Minor in Accounting
Upper Canada College 1998 — 2008