MD Management

Industry: Company

Description

Founded: 1986 Parent organization: Scotia Wealth Management Subsidiary: MD Management Limited

MD Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MD Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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MD Management Employees

Employee
Years
Job
Industry
Gail Root Gail Root Kansas City, Missouri Details
Gail Root's MD Management Experience October 2011 - Present
Job
Industry Real Estate
Experience
MD Management   October 2011 - Present
CBRE/Hubbell Realty   November 2005 - September 2011

Skills
Adobe Creative Suite, Microsoft Office, Adobe Professional, Marketing, Microsoft Excel, Property Management

Education
Oklahoma State University   1968 — 1972
Bachelor's degree, Elementary Education, 3.2

Hossein Yadollahi Hossein Yadollahi Ottawa, Canada Area Details
Hossein Yadollahi's MD Management Experience October 2013 - March 2014
Job Test Automation Engineer
Industry Telecommunications
Experience
MD Management   October 2013 - March 2014
Alcatel-Lucent  October 2010 - January 2011
Nortel Networks  March 2009 - June 2010
BTI Systems  February 2008 - February 2009
Cisco Systems  April 2007 - December 2007
Nortel Networks  May 2001 - August 2004

Skills
Multicast, MPLS, VPN, Telecommunications, Embedded Software, IP, Wireless, Networking, Network Security, VoIP, Testing, TCP/IP, Integration, Ethernet, Cloud Computing, Project Management

Education
Carleton University   2009 — 2012
Master

Cisco College   2009 — 2010
CCNA

Algonquin College of Applied Arts and Technology   2003 — 2004
ORACLE 8i DBA

University of Ottawa / Université d'Ottawa   1997 — 2001
B.Sc. Hon.

University of Ottawa / Université d'Ottawa   1989 — 1993
B.A.Sc.

Amy Spry Amy Spry Kansas City, Missouri Area Details
Amy Spry's MD Management Experience December 2013 - Present
Job MD Management
Industry Accounting
Experience
MD Management   December 2013 - Present
Mary Kay  August 2013 - Present
Block Real Estate Services  May 2011 - December 2013
Haith & Company, Inc.   August 2007 - October 2010
House Park & Dobratz, PC   July 2005 - August 2007
Cohen Esrey Real Estate   2002 - 2005

Skills
General Ledger, Payroll, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis, Corporate Finance, Yardi, Consolidated Financial..., Supervision, Auditing, Cash Flow, Yardi Voyager, Financial Statements, Tax Preparation, Leases, QuickBooks, GAAP, Accruals, Accounting, Property Management, Bank Reconciliation, Consolidation, Year-end Close, Journal Entries, Monthly Close, Internal Controls, Peachtree, Lease Administration, Revenue Recognition, Sales Tax, Commercial Real Estate, Financial Audits, Financial Accounting, Balance, Income Tax, Tax, Year End Accounts, Monthly Closing, Depreciation, Fixed Assets, Mas 90, Project Accounting, Variance Analysis, Sales, Cash Flow Forecasting, Ledger, Accountants, Payroll Taxes

Education
Columbia College   1994 — 1998
Business, Management, Accounting

Hilary Harper Hilary Harper Greater New York City Area Details
Hilary Harper's MD Management Experience February 2014 - Present
Job Commercial & Print Model at Dorothy Combs Models Inc
Industry Apparel & Fashion
Experience
MD Management   February 2014 - Present
Dorothy Combs Models Inc.   December 2010 - Present
Click Model Management Inc.   November 2007 - Present
The Family Center  October 2008 - October 2011

Skills
Singing, Entrepreneurship, Youth Mentoring, E-commerce, Editorial, Fashion, Magazines, Creative Direction, Styling, Event Planning, Social Networking, Advertising, Facebook, Fashion Shows, Photography, Social Media, Social Media Marketing

Education
University of Cincinnati   2003 — 2004
B.S., Speech Pathology

University of Cincinnati   2001 — 2003
B.A., Communication Journalism

Kenyon College   1997 — 2000
Drama

Beverly Trout Beverly Trout Chester, Virginia Details
Beverly Trout's MD Management Experience October 2003 - January 2006
Job Secretary at VCU Health System
Industry Hospital & Health Care
Experience
VCU Health System  February 2006 - Present
MD Management   October 2003 - January 2006

Skills
Business Management, Microsoft Technologies, Technology Management, Purchase Management, Inventory Management, Shipping & Receiving

Education
Strayer University
Bachelor of Business Administration (B.B.A.), 3.8

Strayer University
Associate of Science (A.S.), Business Administration and Management, General, 4.0

John Tyler Community College
Associate of Arts and Sciences (A.A.S.), Industrial Electronics Technology/Technician

John Tyler Community College
Associate of Arts and Sciences (A.A.S.), Instrumentation Technology/Technician

Joy Kertland Joy Kertland Montreal, Canada Area Details
Joy Kertland's MD Management Experience February 2008 - October 2013
Job Senior Branch Administrator at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  August 2014 - Present
MD Management   February 2008 - October 2013
SELF EMPLOYED MUSIC EDUCATOR   April 1998 - October 2013
Guardian Trust Company  April 1984 - April 1992

Skills
Management, Human Resources, Wealth Management, Coaching, Customer Service, Leadership, Compliance, Collaborative Problem..., Business Process..., Microsoft Office, Team Leadership, Strategic Planning, Front to Back Office, Financial Services, Security Operations, risk managment, Teamwork, Training Needs Analysis, Teaching Adults, Employee Training, Organizational..., Business Analysis, Leadership Development, Performance Management, Performance Measurement, Entrepreneurship, Sales Operations, Business Process, Financial Risk, Mutual Funds, Relationship Management, Organizational..., Team-oriented, Vocal Coaching, Needs Analysis, Music Education, Training, Workshop Facilitation, Public Speaking, Investments, Microsoft Excel, Securities

Education
Concordia University   2011 — 2014
Certificate Human Resources, Human Resources, 4.0

Canadian Securities Institute
Branch Managers Course, Compllance

Canadian Securities Institute   2010 — 2010
Canadian Securities Course and CPH, Financial Planning and Services

Essential Impact   2012 — 2013
Certified Life/Leadership Coach, Life/Leadership Coaching

Concordia University   2014 — 2016
Certificate, Adult and Continuing Education and Teaching, Certificate Program

Concordia University   1982 — 1985
Music Performance, Music

Robyn Bell, CA Robyn Bell, CA Vancouver, Canada Area Details
Robyn Bell, CA's MD Management Experience January 2005 - December 2006
Job Management Consultant at PwC
Industry Management Consulting
Experience
PwC, Consulting  June 2011 - Present
PwC, Audit and Assurance   September 2008 - June 2011
MD Management   January 2005 - December 2006

Skills
Financial Analysis, Business Process..., Business Analysis, Management Consulting, Performance Management, Financial Reporting, Internal Controls, Project Management, Management, Consulting, Financial Services, Governance, Business Process, Business Transformation, Strategy, Change Management, IFRS

Education
The University of British Columbia   2007 — 2008
Diploma in Accounting

Queen's University   2000 — 2004
Economics & Psychology

Jennifer Miller Jennifer Miller Kansas City, Missouri Area Details
Jennifer Miller's MD Management Experience September 2004 - May 2007
Job Owner/Operator at Combers KC
Industry Environmental Services
Experience
Combers KC   January 2013 - Present
Allied Waste  May 2007 - July 2010
MD Management   September 2004 - May 2007
The Laramar Group, LLC   August 2001 - September 2004
Park Edge Apartments   November 1999 - June 2001

Skills
Negotiation, Management, Leases, New Business Development, Customer Service, Cold Calling, Apartments, Tenant, Commercial Real Estate, Property, Advertising, Sales Operations, Small Business, Process Scheduler, Retail, Market Research, Lead Generation, Contract Negotiation, Sales, Account Management, Real Estate

Education
Neosho County Community College   2012 — 2014
Registered Nursing/Registered Nurse

Johnson County Community College   1995 — 1996
General

Shawnee Mission North High School   1991 — 1995
High School Diploma

Becky Cavers Becky Cavers London, Canada Area Details
Becky Cavers's MD Management Experience May 2013 - Present
Job Financial Consultant, MD Management
Industry Investment Management
Experience
MD Management   May 2013 - Present
CIBC  October 1998 - May 2013

Education
The University of Western Ontario - King's University College   2007 — 2011
Bachelor of Arts (B.A.)

Fanshawe College   1995 — 1997
Financial Services

Robert Thorpe Robert Thorpe San Francisco Bay Area Details
Robert Thorpe's MD Management Experience January 2001 - October 2004
Job Customer Advocate at MobileIron
Industry Computer Software
Experience
MobileIron  June 2014 - Present
Cambridgeport Consulting   March 2011 - May 2014
Practice Solutions Software, a Canadian Medical Association company   November 2004 - November 2010
MD Management   January 2001 - October 2004
MD Management a Canadian Medical Association company   May 1998 - December 2000
Mitel Corporation  April 1993 - April 1998

Skills
Strategy Development, Acquisition Integration, Business Planning, Agile, Certified Scrum Master, EHR, EMR, Business case..., Business Case, Financial Services, Information Technology, Strategy, Management, Business Strategy, IT Management, Healthcare, Leadership, Strategic Planning, Business Development, Program Management, Healthcare Information..., Agile Methodologies, Business Process, Product Management, Process Improvement, CRM, New Business Development, Product Marketing, Cross-functional Team..., Enterprise Software, Business Analysis, Integration, Start-ups, Business Process..., Java, JavaScript, CSS, HTML, SQL, Requirements Analysis, Change Management, Project Management, Pragmatic Marketing..., Executive Management, Management Consulting

Education
Harvard University Extension School   2012 — 2016
Master of Liberal Arts (ALM), Information Technology, Concentration: Information Management Systems, GPA 3.75/4.0 - part-time

University of Ottawa / Université d'Ottawa
MBA, Marketing

Queen's University
Honours Bachelor of Commerce, Finance/Accounting

Paul Basran Paul Basran Vancouver, Canada Area Details
Paul Basran's MD Management Experience May 2008 - January 2011
Job Senior Financial Planning Consultant at ScotiaMcleod
Industry Financial Services
Experience
ScotiaMcleod  August 2012 - Present
Envision Financial  December 2011 - August 2012
BMO Financial Group  February 2011 - December 2011
MD Management   May 2008 - January 2011
MD Management   January 2008 - January 2011
MD Management   January 1998 - January 2008
Royal Trust  January 1994 - January 1998

Skills
CFA Level 3 Candidate, Retirement Planning, Financial Planning, Investments, CFP, CIM, FMA, FCSI, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Financial Planners, High Net Worth..., Equities, Investment Management, Investment Strategies, Investment Advisory, Wealth, Financial Advisory, Asset Allocation, Finance, Wealth Management..., Securities, Bonds, Asset Management, Pensions

Education
The University of British Columbia   1978 — 1983
Bachelor of Commerce (BCom), Accounting and Computer Science

Institute of Canadian Bankers

The University of British Columbia
BComm, Accounting, Finance

The University of British Columbia
Level 3 Candidate

James Kopp James Kopp Winnipeg, Canada Area Details
James Kopp's MD Management Experience February 2006 - July 2008
Job VicePresident and Estate Planning Specialist at RBC Wealth Management Financial Services
Industry Investment Management
Experience
RBC Wealth Management Financial Services  August 2008 - Present
MD Management   February 2006 - July 2008
Standard Life  October 2004 - February 2006
Manulife Financial  October 1998 - October 2004

Skills
Wealth Management, Insurance

Education
University of Manitoba   1986 — 1991
B. Comm (Hons), Business

Chuck Hamilton, C.Dir., FSA, FCIA Chuck Hamilton, C.Dir., FSA, FCIA Ottawa, Canada Area Details
Chuck Hamilton, C.Dir., FSA, FCIA's MD Management Experience January 2004 - March 2010
Job President & CEO at Educators Financial Group Inc.
Industry Financial Services
Experience
Educators Financial Group Inc.  March 2011 - Present
MD Physician Services Inc.  June 2009 - March 2010
CMAH Foundation   2007 - March 2010
MD Life Insurance Company   February 2005 - March 2010
MD Management   January 2004 - March 2010
MD Physician Services Inc.  June 2009 - February 2010
MD Insurance Agency Limited   January 2005 - August 2009
MD Private Investment Management   2007 - June 2009
Lancet Asset Management Inc.   2002 - 2004
MD Funds Management   2000 - 2002

Skills
Insurance, Financial Services, Leadership, Sales Management, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Securities, Investment Advisory, Financial Advisory, Risk Management, Financial Planners, Strategy, Estate Planning, Wealth, Start-ups, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Financial Planning

Education
The DIrectors College   2011 — 2012
Chartered Director (C.Dir)

University of Manitoba   1980 — 1982
M.Sc., Actuarial and Business Mathematics

The University of Winnipeg   1977 — 1980
B.Sc., Calculus & Physics

Westwood Collegiate   1974 — 1977

David Charles, CFA David Charles, CFA Ottawa, Canada Area Details
David Charles, CFA's MD Management Experience May 2000 - October 2001
Job Manager, Complex Resolution at Canada Deposit Insurance Corporation
Industry Banking
Experience
Canada Deposit Insurance Corporation  March 2014 - Present
Canada Deposit Insurance Corporation  October 2007 - March 2014
Export Development Canada  December 2005 - October 2007
Export Development Canada  August 2005 - December 2005
Export Development Canada  October 2001 - August 2005
MD Management   May 2000 - October 2001
MD Management   July 1999 - May 2000
MD Management   September 1997 - July 1999

Skills
Risk, Credit, Credit Risk, Credit Analysis, Financial Analysis, Financial Risk, Banking, Risk Management, Analysis, Fixed Income, Investments, Loans, Financial Services, Portfolio Management, Securities

Education
Association for Investment Management and Research (now CFA Institute)   1999 — 2001
Chartered Financial Analyst (CFA) designation awarded

Queen's University   1989 — 1993
Bachelor of Commerce with Honours

Jennifer Morrison, CFP, TEP Jennifer Morrison, CFP, TEP London, Canada Area Details
Jennifer Morrison, CFP, TEP's MD Management Experience 2000 - 2004
Job Wealth Management Consultant at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  May 2014 - Present
Fanshawe College  September 2012 - April 2014
Zavitz Insurance Inc.   2009 - April 2014
MD Management   2000 - 2004
TDCanadaTrust   January 1997 - January 2000

Skills
Estate Planning, Retirement Planning, Planned Giving, Financial Planning, Insurance, Strategic Financial..., Wealth Management, Financial Services, Critical Illness, Financial Advisory, Retirement, Investments, Investment Advisory, Disability Insurance, Finance, Financial Planners, Portfolio Management

Education
McMaster University   1991 — 1996
Honours BA, Psychology/Economics

Oakridge SS

Gord Hardie Gord Hardie Kitchener, Canada Area Details
Gord Hardie's MD Management Experience September 2007 - August 2010
Job Vice President, Financial Planning at Independent Accountants' Investment Counsel
Industry Financial Services
Experience
Independent Accountants' Investment Counsel   September 2010 - Present
MD Management   September 2007 - August 2010
MD Management   1999 - 2006

Skills
Financial Planning, Retirement Planning, Public Speaking, training and development, Strategic Financial..., Estate Planning, Investment Advisory, Wealth Management, Financial Planners, High Net Worth..., Asset Allocation, Financial Analysis, Mutual Funds, Investments, Retirement, Financial Advisory, Wealth Management..., Investment Strategies, Investment Management, Wealth, Certified Financial...

Education
Fanshawe College   1987 — 1989
Sales

Walkerton District Secondary School   1981 — 1986

Canadian Securities Institute
Partners, Directors and Senior Officers Course

Daniel Theriault, CFA, MBA Daniel Theriault, CFA, MBA Toronto, Canada Area Details
Daniel Theriault, CFA, MBA's MD Management Experience 2005 - 2009
Job Chief Investment Strategist at BMO Private Banking – Guidance for Successful Canadians
Industry Investment Management
Experience
BMO Harris Investment Management Inc   January 2013 - Present
BMO Harris Private Banking  November 2009 - January 2013
MD Management   2005 - 2009
Danken Music Publishers   1995 - 2003
Scotia Cassels  1998 - 2002
Dalhousie University  1998 - 2002
Scotia Discount Brokerage   1990 - 1995
Saint Mary's University  1987 - 1988
Dalhousie University  1987 - 1987

Skills
Wealth Management, Investment Strategies, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Investment Management, Financial Services, High Net Worth..., Retirement Planning, Wealth Management..., Securities, Asset Management, Equities, Fixed Income, Estate Planning, Wealth, Private Banking, Strategic Financial..., Financial Advisory, Alternative Investments, Retirement, Banking, Capital Markets, Financial Planners, Asset Managment, Education

Education
Dalhousie University   1982 — 1984
MBA, International Finance

Carleton University   1978 — 1980
Bachelor of Music, Music

University of Ottawa
Bachelor’s Degree, English, Music & Philosophy

Pine Grove

Yawar Khan Yawar Khan Ottawa, Canada Area Details
Yawar Khan's MD Management Experience November 1997 - January 2002
Job CoOwner, BridgePort Realty
Industry Real Estate
Experience
BridgePort Realty Capital Partners Inc.   November 2008 - Present
Lycee Claudel   November 2012 - Present
The Ottawa Hospital  September 2004 - October 2008
The Ottawa Hospial Academic Medical Organization   September 2004 - October 2008
Practice Solutions   January 2002 - September 2004
MD Management   November 1997 - January 2002
Ottawa Civic Hospital  May 1995 - November 1997

Skills
New Business Development, Entrepreneurship, Healthcare Management, Strategic Planning, Public Speaking, Team Building, Leadership Development, Management Consulting, Coaching, Business Strategy, Team Leadership, Business Development

Education
University of Ottawa   1993 — 1995
MHA

University of Ottawa   1989 — 1993
B.Sc. (Honours)

CEGEP - John Abbott College   1987 — 1989
DEC

Lindsay Place High School   1984 — 1987
HS Diploma

Karyn Speidel Karyn Speidel San Diego, California Details
Karyn Speidel's MD Management Experience February 2012 - April 2012
Job Intern Resource Management and Planning at University of California, San Diego
Industry Public Policy
Experience
University of California, San Diego  August 2015 - Present
University of California, San Diego  December 2014 - June 2015
UCSD Moores Cancer Center  January 2015 - May 2015
Morgan Family Foundation   February 2003 - 2013
MD Management   February 2012 - April 2012
Nashville Children's Theatre  October 2004 - May 2005
Kaiser Permanente  June 2000 - April 2001
MD Law offices in Kansas City   1992 - 1993

Skills
Community Outreach, Intergenerational..., Peace and Equity..., Ethical Decision Making, Team Building, Social Inclusion, Event Planning, Creative Writing, Research, Proposal Leadership, Liaison, SPSS, Organization, Fundraising, Nonprofits, Human Subjects Research, Data Entry, Editing, Data Analysis, Survey Monkey, IRB Certified, Microsoft Excel, Microsoft Word, Women's Health, Women's Rights

Education
UCSD   2011 — 2016
Bachelor of Applied Science (B.A.Sc.), Public Health, 3.460 GPA

MiraCosta College   1995 — 2000
Associate of Arts (AA), General Studies, 3.625 transferable GPA

Kandyce Adkins Kandyce Adkins Edmonton, Canada Area Details
Kandyce Adkins's MD Management Experience March 2006 - Present
Job Manager, Regional Administration at MD Management
Industry Financial Services
Experience
MD Management   March 2006 - Present
MD Management   February 2005 - March 2006
National Bank Financial  May 1997 - January 2005

Education
NAIT   1996 — 1998
Diploma, Finance, General

Daniel N Blais CLU/CHS Daniel N Blais CLU/CHS Ottawa, Canada Area Details
Daniel N Blais CLU/CHS's MD Management Experience February 2000 - June 2005
Job Group Retirement Specialist
Industry Insurance
Experience
Capital Benefit   March 2008 - Present
Capital Benefit Fianancial Group   2009 - 2009
MD Management   February 2000 - June 2005
London Life  October 1998 - February 2000
London Life  August 1991 - October 1998

Skills
Critical Illness, Insurance, Estate Planning, Disability Insurance, Long Term Care, Retirement Planning, Investments, Group Benefits, Term Life Insurance, Retirement, Employee Benefits, Strategic Financial..., Life Insurance, Long-term Care, Health Insurance, Financial Goals, Mutual Funds, Wealth Accumulation, Pensions, Whole Life, Financial Advisory, Financial Services, Fixed Annuities, Investment Strategies, Wealth Management, Income Protection, Long Term Care Insurance, Retirement Savings, High Net Worth..., Investment Advisory, Financial Planners, Segregated Funds, Wealth, TFSA, Asset Allocation, Holistic Financial..., Certified Financial..., RRSP, Wealth Management..., Personal Financial..., Savings, Bonds, Universal Life, Personal Finance, Investment Management, Saving for Education, Securities, Permanent Life Insurance, Key Person Insurance, Key Person Protection

Education
University of Ottawa / Université d'Ottawa   1974 — 1978

charlebois

Innogen Henderson, CPA, CA Innogen Henderson, CPA, CA Ottawa, Canada Area Details
Innogen Henderson, CPA, CA's MD Management Experience September 2004 - March 2006
Job Director, Financial Planning and Analysis
Industry Real Estate
Experience
Minto Group Inc.  March 2015 - Present
KPMG Canada  October 2013 - February 2015
KPMG Canada  October 2011 - September 2013
KPMG Canada  October 2009 - September 2011
KPMG Canada  October 2007 - September 2009
SEI  May 2007 - September 2007
Self-employed  January 2001 - April 2006
MD Management   September 2004 - March 2006
A Perfect Fourth String Quartet   2000 - 2006

Skills
Organizational..., Creative Problem Solving, Technical Analysis, Team Spirit, Accounting, Audit, Tax, Internal Audit, Real Estate, Auditing, IFRS, Assurance

Education
University of Ottawa / Université d'Ottawa   2003 — 2007
B. Comm, Accounting

Lisgar Collegiate Institute   1999 — 2003

Doug Hum Doug Hum Ottawa, Canada Area Details
Doug Hum's MD Management Experience 1996 - 2003
Job Director, Marketing & Bus Dev (dhum@crgroup.com)
Industry Information Technology and Services
Experience
Corporate Renaissance Group  November 2003 - Present
Mitel Networks  January 2003 - October 2003
MD Management   1996 - 2003
Canadian Medical Association  October 1998 - September 1999
Royal Bank of Canada  July 1988 - March 1994
PC Edge   1991 - 1993

Skills
Solution Selling, Channel Partners, Vendor Management, Microsoft Excel, Business Requirements, Management, Strategic Planning, Business Strategy, Professional Services, Enterprise Software, Business Development, Project Management, Analytics, Strategy, Leadership, Marketing, Pre-sales, SaaS, Strategic Partnerships, IT Management, Business Intelligence, Lead Generation, CRM, Cloud Computing, Business Analysis

Education
University of Ottawa   2012 — 2012
The Leadership Forum

McGill University   2009 — 2009
Executive Leadership

University of Ottawa   2000 — 2002
MBA

Carleton University   1988 — 1992
B.Comm, Information Systems and Finance

Luc Marois Luc Marois Montreal, Canada Area Details
Luc Marois's MD Management Experience January 1991 - 1997
Job Sales professional
Industry Financial Services
Experience
Sentry Investments  April 2013 - January 2015
Mackenzie Financial  January 2001 - December 2012
Standard Life  January 1999 - October 2001
ScotiaMcLeod  1997 - 1998
MD Management   January 1991 - 1997

Skills
Investments, Mutual Funds, Wealth Management, Business Development, Financial Services, Practice management, Strategic Marketing..., Asset Allocation, Asset Management, Business Relationship..., Customer Service, Customer Engagement, Financial Advisory, Investment Strategies, Investment Advisory, Key Account..., Practice Management, Management, Strategic Financial..., Finance, Financial Planning, Sales, Portfolio Management, Manage Client..., Relationship Management, Long-term Customer...

Education
The Ultimate Communicator   2013 — 2013
The power of influence, Sales

Sequoia System International   2002 — 2002
Sequoia System for Wholesalers, Sales

IQPF   1995 — 1996
Senior Financial Planner, CPF

Dale Carnegie   1991 — 1991
Dale Carnegie Strategic presentation workshop, Sales

Concordia University   1971 — 1986
Bachelor in commerce, Accounting and Finance

Ghassan (Jason) Agaby, CFA, CFP, CIM, FCSI Ghassan (Jason) Agaby, CFA, CFP, CIM, FCSI Montreal, Canada Area Details
Ghassan (Jason) Agaby, CFA, CFP, CIM, FCSI's MD Management Experience May 1998 - December 2000
Job SVP, Product Development & Analytics at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds  September 2009 - Present
Dynamic Funds  May 2005 - September 2009
Dynamic Funds  September 2001 - May 2005
Strategic Nova   2001 - 2003
MD Management   May 1998 - December 2000
MD Management   November 1996 - May 1998
Lehman Brothers  1988 - 1991
Banque Paribas  1986 - 1988

Skills
Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Strategy, Asset Management, Investment Advisory, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Securities, Financial Services, ETFs, Bloomberg, Retirement Planning, Capital Markets

Education
Calvin College   1984 — 1986
BA, Business

Samuel J. Esaw, CFP Samuel J. Esaw, CFP Vancouver, Canada Area Details
Samuel J. Esaw, CFP's MD Management Experience 1999 - 2001
Job Certified Financial Planner at Family Insurance Plans .com
Industry Financial Services
Experience
Family Insurance Plans .com   January 1999 - Present
Portfolio Strategies   February 1983 - Present
Portfolio Strategies Corporation   2004 - 2010
Portfolio Strategies Corporation   2004 - 2010
MD Management   1999 - 2001
Cdn Bar Insurance Association   1985 - 1999

Skills
Retirement, Insurance, Mutual Funds, Budgets, Life Insurance, Finance, Strategic Financial..., Financial Services, Wealth Management, Sales, Retirement Planning, Critical Illness, Disability Insurance, Investment Advisory, Estate Planning, Financial Advisory

Education
British Columbia Institute of Technology   1980 — 1982
Marketing Management Diploma, Marketing/Marketing Management, General

Charles Keenan Charles Keenan Toronto, Canada Area Details
Charles Keenan's MD Management Experience November 2005 - March 2011
Job Marketing Consultant
Industry Financial Services
Experience
CMK Business Solutions   2011 - Present
MD Management   November 2005 - March 2011
CIBC Wealth Management  1997 - 2005
Union Energy  1997 - 1998
Superior Propane  1992 - 1995
Black Photo Corporation  1986 - 1992

Skills
Marketing Communications, Marketing Strategy, Market Research, Customer Relations, Online Marketing, Promotions, Consumer Insights, Marketing Management, Segmentation, Integrated Marketing, Digital Marketing

Education
Harvard University   2010 — 2011
Environmental Sustainability

The University of Western Ontario - King's University College
HBA

University of Toronto

University of Windsor
MBA

Eric Mann Eric Mann Kansas City, Missouri Area Details
Eric Mann's MD Management Experience August 2006 - March 2012
Job Director of Development at RED Development
Industry Real Estate
Experience
RED Development  February 2013 - Present
RED Development  May 2012 - February 2013
MD Management   August 2006 - March 2012
Harpool Morgan Haney   August 2006 - May 2009
M&I Bank  April 2001 - August 2006

Skills
Real Estate Development, Lead Generation, Financial Analysis, Real Estate, Real Estate Finance, Negotiation, Contract Negotiation, Leasing, Leases, Team Leadership, Credit Analysis, Budgeting, Real Estate Investment, Commercial Real Estate, Real Estate Economics, Leadership, Budgets, Real Estate Transactions, Marketing, Investment Properties

Education
The University of Kansas   1997 — 2001
BS, Business Administration

Independence LEAD   2006 — 2006

Blue Valley North HS   1994 — 1997

Sarah Lowden, CFP, Pl. Fin Sarah Lowden, CFP, Pl. Fin Montreal, Canada Area Details
Sarah Lowden, CFP, Pl. Fin's MD Management Experience August 2009 - July 2011
Job Early Career and Zone Marketing Lead
Industry Financial Services
Experience
MD Financial Management Gestion financière MD  March 2014 - Present
Clark Street Mercantile   February 2013 - Present
MD Financial Management Gestion financière MD  February 2013 - March 2014
MD Physician Services and the Canadian Medical Association   June 2011 - January 2013
MD Management   August 2009 - July 2011
MD Management   February 2007 - August 2009
MD Management   February 2006 - February 2007
Interinvest Consulting Corporation   January 2004 - January 2006

Skills
Strategic Financial..., Portfolio Management, Wealth Management, Banking, Investments, Retirement Planning, Mutual Funds, Investment Strategies, Financial Advisory, Finance, Financial Planning, Insurance, Entrepreneurship, Investment Advisory, Budgets, Wealth, Estate Planning, Asset Allocation

Education
McGill University   2003 — 2006
Graduate Degree in Management, Marketing

Monash University   2002 — 2003
Bachelor of Arts, English; Philosophy

Bishop's University   1999 — 2003
BA, English and Philosophy

Caccavelli Danny Caccavelli Danny Montreal, Canada Area Details
Caccavelli Danny's MD Management Experience January 2008 - Present
Job Senior Financial Planner at MD Management
Industry Financial Services
Experience
MD Management   January 2008 - Present
Kerr Financial  February 2000 - December 2006

Skills
Strategic Financial..., Financial Planners, Wealth Management, Investment Management, Investments, Wealth, Mutual Funds, Retirement, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Investment Advisory, Financial Planning, Personal Tax Planning, Corporate Tax Planning

Education
McGill University
BACHELOR, FINANCE

James Harpool James Harpool Kansas City, Missouri Area Details
James Harpool's MD Management Experience March 2009 - February 2014
Job Vice President, The RH Johnson Company
Industry Real Estate
Experience
The RH Johnson Company   February 2014 - Present
MD Management   March 2009 - February 2014
Harpool Morgan Haney   February 2007 - February 2009
Dial Realty of Kansas City   June 1993 - February 2007

Skills
Entitlements, Real Estate Development, Mixed-use, Real Estate, Residential Homes, Feasibility Studies, Leases, Construction Management, Disposition, Site Planning, Construction, Commercial Real Estate, Land Acquisition, Location Intelligence, Real Estate Economics, Land Development, Zoning, Corporate Real Estate, Redevelopment, Shopping Centers, Real Estate Transactions, Tenant, Brokerage, Landlords, Lease Negotiations, Property Management, Dispositions

Education
University of Oregon   1968 — 1973
Bachelor of Arts, Architecture

Pamela Allen B.Comm, CFP, FMA Pamela Allen B.Comm, CFP, FMA Vancouver, Canada Area Details
Pamela Allen B.Comm, CFP, FMA's MD Management Experience September 2012 - Present
Job Regional Vice President at MD Management
Industry Financial Services
Experience
MD Management   September 2012 - Present
MD Management Ltd  January 2008 - Present
MD Management - CMAH   2006 - Present
ATB Investor Services  2002 - 2006

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Leadership Development, Financial Advisory, Mutual Funds, Team Building, Coaching, Retirement, Team Leadership, Investment Advisory, Financial Planners, Management, Leadership

Education
University of Alberta   1987 — 1991
B.Comm

Francois Busque Francois Busque Montreal, Canada Area Details
Francois Busque's MD Management Experience October 1997 - August 2001
Job Senior Consultant, Product Management at Standard Life
Industry Insurance
Experience
Standard Life  January 2014 - Present
Desjardins  September 2001 - December 2013
MD Management   October 1997 - August 2001
Bank of Montreal  September 1996 - October 1997
ALTAMIRA INVESTMENT SERVICES INC  October 1994 - April 1996
INVESTPRO SECURITIES INC   February 1993 - September 1994

Skills
Investments, Strategy, Portfolio Management, Financial Analysis, Management, Finance, Marketing Strategy, Strategic Financial..., Product Management, Analysis, Financial Services, Sales Management, Investment Strategies, Financial Advisory, Sales, Executive Management, Customer Service

Education
CFA Institute   1994 — 1996
CFA, Finance

Concordia University   1988 — 1992
Bachelor of commerce, Finance

Dan Hernon Dan Hernon Edmonton, Canada Area Details
Dan Hernon's MD Management Experience November 2005 - May 2007
Job n/a at ATCO
Industry Internet
Experience
ATCO Gas  August 2012 - Present
ATCO Gas  April 2011 - August 2012
ATCO Gas  October 2008 - April 2011
MD Management   November 2005 - May 2007
TD  January 2003 - June 2005
TD  June 2001 - January 2003
TD Waterhouse  October 2000 - June 2001

Skills
Microsoft Office, Customer Service, Social Media, HTML, Microsoft Excel, Photoshop, JavaScript, Microsoft Word, Linux, Java

Education
Northern Alberta Institute of Technology   1998 — 2000
Diploma, Finance, General

Amy Haskill Amy Haskill Ottawa, Canada Area Details
Amy Haskill's MD Management Experience January 2005 - October 2010
Job Technology Consultant
Industry Financial Services
Experience
MD Financial Management Gestion financière MD  July 2014 - Present
MD Physician Services  January 2005 - Present
MD Physician Services  May 2011 - July 2014
MD Physician Services  October 2010 - August 2011
MD Management   January 2005 - October 2010

Skills
Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Change Management, Visio, Team Leadership, Process Improvement, Financial Services, ITIL, Investments, Software Project...

Education
Carleton University   1993 — 1995

Lester B Pearson   1987 — 1993

Denise MacInnis Denise MacInnis Calgary, Canada Area Details
Denise MacInnis's MD Management Experience February 2005 - June 2006
Job Director, Property Asset Management at Edon Management
Industry Commercial Real Estate
Experience
Edon Management  June 2013 - Present
Edon Management  January 2012 - May 2013
Strategic Group  July 2006 - October 2011
MD Management   February 2005 - June 2006
Alpha Investments Ltd   May 2004 - August 2004
Maritime Life Assurance Company  April 2002 - April 2004
Eckler Partners Ltd   December 1997 - April 2002
The Prudential Marquis Realty   June 1994 - September 1996

Skills
Renewals, Landlord, Leases, Apartments, Real Estate, Residential, Negotiation, Office Space, Microsoft Office, Commercial Office, Residential Homes, Brokerage, Property, Landlords, Corporate Real Estate, Location Intelligence, Commercial Real Estate, Real Estate Financing, Commercial Buildings, Lease Administration, Property Management, Real Estate Development, Marketing, Real Estate Transactions, Tenant, Accounts Payable, Lease Negotiations, Tenant Representation, Real Estate Economics, Management, Disposition, Contract Negotiation, Shopping Centers, Commercial Leasing, Appraisals, Investment Properties

Education
University College of Cape Breton   1993 — 1995

Cape Breton Business College   1992 — 1993
Diploma

Riverview Rural High School   1989 — 1992
Grade 12, University preparatory

Canadian Institute of Management
Certificate, Supervisory Management

Christopher Leadership Course
Certificate

Saint Mary's University Executive & Professional Development
Certificate, Business Communications

Alan Carson Alan Carson Ottawa, Canada Area Details
Alan Carson's MD Management Experience 2005 - 2009
Job Quality \​Assurance and Testing Officer at PWGSC
Industry Information Technology and Services
Experience
PWGSC  January 2011 - Present
MD Management   2005 - 2009
MD Management   1999 - 2005
Digital Equipment Corporation  1995 - 1999
Gandalf Data Ltd.   1990 - 1995

Education
University of Regina   1982 — 1987
BaSc, Industrial Systems Engineering

Natacha Menkarios Natacha Menkarios Montreal, Canada Area Details
Natacha Menkarios's MD Management Experience 2003 - 2006
Job F.Pl., CFP, CIM, FCSI
Industry Financial Services
Experience
RBC Wealth Management  October 2011 - Present
MD Physician Services  2006 - December 2010
MD Management   2003 - 2006
MD Management   1999 - 2003
MD Management   1998 - 1999

Education
University of Ottawa   1991 — 1995
B.Com.

University of Ottawa   1991 — 1995
BSS

Kevin Frey Kevin Frey Edmonton, Canada Area Details
Kevin Frey's MD Management Experience February 2014 - Present
Job National Lead Wealth Planning & Practice Solutions at MD Management
Industry Investment Management
Experience
MD Management   February 2014 - Present
MD Management   January 2013 - Present
MD Management LTD  February 2011 - Present
CIBC  November 2005 - February 2011
Scotia Private Client Group  February 2000 - May 2005

Skills
Coaching, Leadership, Wealth Management, Banking, Business Development, Business Planning, Business Strategy, Financial Analysis, Financial Planning, Insurance, Investment Advisory, Investments, Mutual Funds, Management, Portfolio Management, Retirement Planning, Risk Management, Sales Management, Strategic Planning, Strategy, Wealth Management...

Education
University of Saskatchewan   1985 — 1989
BA Double Honors, Economics Political Studies

Jean-François Talbot, CFP, CIM, M.Sc. Jean-François Talbot, CFP, CIM, M.Sc. Ottawa, Canada Area Details
Jean-François Talbot, CFP, CIM, M.Sc.'s MD Management Experience March 2014 - Present
Job Senior Financial Consultant at MD Management
Industry Financial Services
Experience
MD Management   March 2014 - Present
MD Management   January 2014 - March 2014
MD Management   November 2012 - December 2013
MD Management   May 2010 - November 2012
MD Management   March 2008 - May 2010

Skills
Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management..., Certified Financial..., High Net Worth..., Retirement Planning, Estate Planning, Investments, Retirement, Strategic Financial..., Asset Allocation, Securities, Financial Advisory, Portfolio Management, Financial Planners, Wealth, Financial Planning

Education
Université de Montréal   2005 — 2007
M.Sc., Political Science

Université du Québec à Montréal   2002 — 2004
B.A., Political Science

Kari Woo Kari Woo Vancouver, Canada Area Details
Kari Woo's MD Management Experience 2001 - 2005
Job Even Coordination/Proposal Marketing Specialist
Industry Marketing and Advertising
Experience
Digital Payment Technologies  August 2010 - February 2012
Rocky Mountain Bicycles  September 2008 - August 2010
Randstad Work Solutions  January 2008 - September 2008
Contract Financial Planning   2005 - 2008
MD Management   2001 - 2005
Cartier Mutual Funds   2000 - 2001
Scotia McLeod  1998 - 2000
uniPHARM Wholesale Drugs Ltd.   1994 - 1997

Skills
Salesforce.com, Marketing, Competitive Analysis

Education
Canadian Securities Institute   2005 — 2005
Professional Financial Planning, Financial Planning and Services

British Columbia Institute of Technology / BCIT   2001 — 2003
Associate's degree, Financial Planning and Services

Canadian Securities Institute
Canadian Securities Course, Professional Financial Planner

British Columbia Institute of Technology / BCIT   1997 — 1998
Associate's degree, Marketing/Marketing Management, General

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