Merrill Lynch Canada

Industry: Company

Description

Founded: 1952 Parent organization: Merrill Lynch & Co Canada Ltd Subsidiary: BofA Merrill Lynch Canada, Inc., Asset Management Arm

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Merrill Lynch Canada Employees

Employee
Years
Job
Industry
Nader Arafat, MBA Nader Arafat, MBA Toronto, Canada Area Details
Nader Arafat, MBA's Merrill Lynch Canada Experience July 1999 - June 2002
Job Director, Program Management, Client Account Management at CIBC Retail & Business Banking
Industry Banking
Experience
CIBC Retail & Business Banking   February 2014 - Present
CIBC Technology & Operations   May 2013 - February 2014
CIBC Retail & Business Banking   July 2010 - May 2013
CIBC Retail Markets  January 2006 - June 2010
CIBC Wealth Management  January 2005 - December 2005
CIBC Wood Gundy  July 2002 - December 2004
Merrill Lynch Canada   July 1999 - June 2002
CIBC Finance  November 1998 - June 1999

Skills
Project Management, Business Planning, Strategic Planning, Product Development, Business Analysis, Strategy, Program Management, Governance, Management, Change Management, Negotiation, Consulting, Leadership, Business Process..., Risk Management, Business Strategy, Vendor Management, Banking, Financial Services, Management Consulting, Finance, Project Portfolio..., Process Improvement, Portfolio Management, CRM, Cross-functional Team..., PMO

Education
Queen's University   2009 — 2011
MBA, Business and Marketing Strategy

Western University   1993 — 1998
Bachelor of Arts, Honors Economics

Kristine (Kristi) LaVieille Kristine (Kristi) LaVieille Toronto, Canada Area Details
Kristine (Kristi) LaVieille's Merrill Lynch Canada Experience June 2000 - May 2007
Job Executive Assistant at Bentall Kennedy
Industry Financial Services
Experience
Bentall Kennedy  July 2014 - Present
Newedge Canada Inc.   June 2009 - August 2013
Sobeys Inc.  August 2008 - March 2009
Soiree Event Planning   April 2005 - September 2008
PriceMetrix Inc.  October 2007 - August 2008
Merrill Lynch Canada   June 2000 - May 2007

Skills
Event Planning, Event Management, Negotiation, Microsoft Office, Conferences, Outlook, Administration, Meeting Planning, Budgeting, PowerPoint, Contract Negotiation, Word, Excel, Coordination, Vendor Relations, Office Management, Research, Access, Teamwork, Press Releases, Planning, Special Events, Logistics, Budgets, Customer Service, Microsoft Word, Microsoft Excel, Marketing

Education
Humber College   2001 — 2003
Certificate, Special Event Management

Humber College   1999 — 2002
Certificate, Internet Design

Humber College   1999 — 2001
Certificate, Business Marketing

Humber College   1991 — 1994
Diploma, Creative Photography

Daniel Brenhouse Daniel Brenhouse New York, New York Details
Daniel Brenhouse's Merrill Lynch Canada Experience July 2009 - January 2011
Job Investment Professional at Permira
Industry Financial Services
Experience
Permira  January 2011 - Present
Merrill Lynch Canada   July 2009 - January 2011
Merrill Lynch Canada   May 2008 - August 2008

Education
Harvard Business School   2015 — 2017
Master of Business Administration (MBA)

McGill University   2006 — 2009
BCom, Finance

Marianopolis College   2004 — 2006
CEGEP, Commerce

Lower Canada College   1993 — 2004
High School

Blake Dalton Blake Dalton Toronto, Canada Area Details
Blake Dalton's Merrill Lynch Canada Experience 1998 - 2001
Job Director, Wealth Management, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  January 2014 - Present
Macquarie Private Wealth  January 2010 - December 2013
Blackmont Capital  December 2004 - December 2009
CIBC Wood Gundy  2001 - 2004
Merrill Lynch Canada   1998 - 2001
Midland Walwyn  1997 - 1998

Skills
Wealth Management..., Retirement Planning, Wealth, Securities, Investments, Wealth Management, Asset Management, Leadership, Equities, Accounting, Portfolio Management, Investment Advisory, Strategic Financial..., Mutual Funds, Financial Planning, Financial Analysis, Finance, Investment Strategies, Financial Advisory

Education
Queen's University   1988 — 1992
BAH, Economics and English

Gurmit Rai Gurmit Rai Raleigh-Durham, North Carolina Area Details
Gurmit Rai's Merrill Lynch Canada Experience September 2000 - January 2001
Job Business System's Project Manager at Extreme Networks
Industry Information Services
Experience
Extreme Networks  July 2011 - January 2012
Extreme Networks  March 2010 - July 2011
Extreme Networks  July 2005 - July 2008
Siemens Enterprise Communications  January 2002 - September 2003
Merrill Lynch Canada   September 2000 - January 2001
TD Bank Group  January 2000 - August 2000
Tech Data Canada  January 1998 - August 1998

Skills
Switches, TCP/IP, OSPF, IP, VoIP, Ethernet, Troubleshooting, Networking, RIP, Telecommunications, Software Documentation, Routers, Network Administration, Spanning Tree, VLAN, Network Design, Routing, Testing, QoS, Technical Support, Data Center, Network Engineering, LAN-WAN, Network Architecture

Education
Sheridan College   1998 — 2001
Diploma in Telecommunications Technology, Telecommunications Technology, Computer Networking

Sheridan College
Associates Degree, Telecommunications Technology

Wake Technical Community College

Mark S. L. Ma Mark S. L. Ma Toronto, Canada Area Details
Mark S. L. Ma's Merrill Lynch Canada Experience 1983 - 1990
Job First Vice President, Investment Advisor and Portfolio Manager at CIBC Wood Gundy,CPA,CA, CFP, CIM, FCSI
Industry Investment Management
Experience
CIBC  1983 - Present
Merrill Lynch Canada   1983 - 1990

Skills
Mutual Funds, Investment Management, Options, MBS, Segregated Funds, Licensing, Wealth Management, Money Market Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Investment Strategies, Bonds, Retirement, Finance, Financial Planning, Financial Services

Education
University of Manitoba   1972 — 1976
B. Comm., Commerce

Fort Richmond Collegiate   1971 — 1972
High school

Grant Park High School   1969 — 1971

Peter Kahnert Peter Kahnert Toronto, Canada Area Details
Peter Kahnert's Merrill Lynch Canada Experience 1999 - 2001
Job Senior Vice President, Corporate Communications and Marketing
Industry Financial Services
Experience
Writers' Trust of Canada   2006 - Present
Raymond James Ltd.  June 2002 - Present
Merrill Lynch Canada   1999 - 2001
Midland Walwyn Canada Inc.   January 1995 - August 1999
Royal Bank of Canada  1988 - 1995

Skills
Public Relations, Strategic Planning, Team Leadership, Corporate Communications, Change Management, Media Relations, Marketing Communications, Public Speaking, Marketing Strategy, Business Planning, Editing, Customer Relations, Social Media Marketing, Business Strategy, Writing, Marketing, Nonprofits, Advertising, Internal Communications, Investments

Education
Ryerson University   1978 — 1981
BA, Journalism

Ivey Executive Management, Investor relations

Will MacKeen Will MacKeen Halifax, Canada Area Details
Will MacKeen's Merrill Lynch Canada Experience September 1996 - September 1999
Job Cofounder and President at Lab9ine Technologies
Industry Information Technology and Services
Experience
Lab9ine Technologies   June 2012 - Present
Momentum IT Group   2000 - Present
Merrill Lynch Canada   September 1996 - September 1999

Skills
Learning Management..., Augmented Reality, Mobile Learning, Educational Technology, Mobile App Management, Educational App..., Business Strategy, New Business Development, Digital Education, Simulation based..., Mobile Applications, Medical Devices, Healthcare, Leadership, Product Marketing, Fundraising, E-commerce, Strategy, Start-ups, Entrepreneurship, Integration, Business Development, Executive Management, Strategic Partnerships, Business Planning, SaaS, Strategic Planning, CRM, Superior Client Service, Client Services, Team Building, Management, Marketing Strategy

Education
Dalhousie University   1991 — 1993
BA (Honors), Psychology

The University of British Columbia   1988 — 1990
Psychology

Dalhousie University   1983 — 1987
BSc, Biology

Andrew Girvan, CIM Andrew Girvan, CIM Montreal, Canada Area Details
Andrew Girvan, CIM's Merrill Lynch Canada Experience 2000 - 2002
Job Investment Advisor | Financial Security Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  November 2011 - Present
TD Waterhouse Canada Inc., Private Investment Advice   February 2010 - November 2011
CIBC Wood Gundy  2002 - 2010
Merrill Lynch Canada   2000 - 2002

Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Strategies, Strategic Financial..., Equities, Business Strategy, Business Planning, Strategic Planning, Leadership, Business Development, Investment Advisory, New Business Development, Management

Education
McGill University   1985 — 1989
Bachelor of Commerce (B.Comm)

CEGEP - John Abbott College   1983 — 1985
D.E.C., Commerce

John Rennie H.S.

Joanne Fletcher-Kent Joanne Fletcher-Kent Toronto, Canada Area Details
Joanne Fletcher-Kent's Merrill Lynch Canada Experience September 1999 - June 2004
Job Senior Brand Director Life is Good Canada
Industry Consumer Goods
Experience
Life is good  November 2014 - Present
Barnes & Noble / NOOK Media LLC   August 2010 - November 2014
Marketing & Communications Consultant  April 2009 - November 2014
Nike Inc.  June 2008 - December 2008
PUMA Canada Inc.   July 2004 - December 2006
Merrill Lynch Canada   September 1999 - June 2004
Kraft Foods  1996 - 1999

Skills
Consumer Insights, Experiential Marketing, Market Research, Integrated Marketing, Marketing Strategy, Marketing Research, Shopper Marketing, Promotions, Segmentation, Event Marketing, Brand Development, Consumer Behavior, Word Of Mouth Marketing, Category Management, Relationship Marketing, Customer Insight, Brand Development..., Management, Sports Marketing, Marketing, Event Planning, Brand Management, Product Development, Leadership, Positioning, Consumer Behaviour, Competitive Analysis, Strategy

Education
Queen's University   1992 — 1996
Bachelor of Commerce (Honours), Marketing and Finance

Michael Sanderson Michael Sanderson Westerly, Rhode Island Details
Michael Sanderson's Merrill Lynch Canada Experience January 1984 - June 1990
Job CEO, MOS Solutions
Industry Information Technology and Services
Experience
MOS Solutions   February 2014 - Present
InterDealer Information Technologies   February 2012 - January 2014
Bonds.com  January 2010 - September 2011
Reuters Americas   September 1994 - September 1999
Instinet Corporation  1990 - 1999
Merrill Lynch Canada   January 1984 - June 1990
Merrill Lynch  September 1982 - August 1984
Merrill Lynch  June 1978 - July 1982

Skills
Electronic Trading, Trading Systems, Equities, Financial Markets, Trading, Capital Markets, Market Data, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Investment Banking, Business Analysis, Asset Management, Options

Education
University of Oxford   1965 — 1967
Master's degree, PPE

Brown University   1961 — 1965
BA, International Economics

Richard Tattersall Richard Tattersall Toronto, Canada Area Details
Richard Tattersall's Merrill Lynch Canada Experience 1986 - 1988
Job Portfolio Manager at Heathbridge Capital Management Ltd.
Industry Investment Management
Experience
Heathbridge Capital Management Ltd.   February 2001 - Present
MD Private Trust   1999 - 2001
Citibank  1989 - 1999
Merrill Lynch Canada   1986 - 1988

Skills
Capital Markets, Investments, Hedge Funds, Equities, Investment Strategies, Alternative Investments, Portfolio Management, Equity Research, Asset Managment, Valuation, Asset Allocation, Fixed Income, Investment Management, Asset Management

Education
Institute of Corporate Directors   2013 — 2014
ICD.D

CFA Institute   1991 — 1993
Chartered Financial Analyst

McGill University   1985 — 1989
Commerce

Upper Canada College   1979 — 1985

Ticker Club

Ticker Club

Ticker Club

Jennifer Thompson, ICD.D Jennifer Thompson, ICD.D Toronto, Canada Area Details
Jennifer Thompson, ICD.D's Merrill Lynch Canada Experience January 1997 - June 2000
Job Advisor and Board Director
Industry Financial Services
Experience
Breakfast for Learning  November 2013 - Present
Self Employed  October 2011 - Present
Breakfast for Learning  June 2011 - Present
CPP Investment Board  September 2006 - September 2011
Citigroup Fund Services Inc.   2004 - 2006
Merrill Lynch HSBC Canada   June 2000 - August 2002
Merrill Lynch Canada   January 1997 - June 2000
Canadian Tire  1991 - 1996

Education
Queen's University
Hons BSc, Computer Science and Mathematics

John Waymann John Waymann Toronto, Canada Area Details
John Waymann's Merrill Lynch Canada Experience April 1984 - June 2008
Job Partner, Kilburn Ogilvie Waymann Investment Management
Industry Investment Management
Experience
Kilburn Ogilvie Waymann Investment Management Inc   September 2008 - Present
Merrill Lynch Canada   April 1984 - June 2008

Skills
Bloomberg, Fixed Income, Finance, Derivatives, Bonds, Investments, Capital Markets, Financial Risk, Portfolio Management, Investment Strategies, Alternative Investments, Trading, Equities, Financial Markets, Hedge Funds, Securities

Education
The University of Western Ontario - Richard Ivey School of Business   1980 — 1982
MBA

University of Michigan   1975 — 1979
Economics, International Trade

Ted Croitoru Ted Croitoru Toronto, Canada Area Details
Ted Croitoru's Merrill Lynch Canada Experience 1998 - 2001
Job Senior Wealth Advisor at ScotiaMcLeod (Toronto) ...... Life Underwriter at ScotiaMcLeod Financial Services Inc.
Industry Financial Services
Experience
ScotiaMcLeod  2009 - Present
CIBC Wood Gundy  2001 - 2009
Merrill Lynch Canada   1998 - 2001
Bank of Montreal  1990 - 1996

Skills
Financial Planning, Insurance, Annuities, Wealth Management, Asset Management

Education
York University - Schulich School of Business   1986 — 1988
MBA

McGill University   1983 — 1986
BSc.

Bob Phillips, MBA Bob Phillips, MBA Calgary, Canada Area Details
Bob Phillips, MBA's Merrill Lynch Canada Experience 1987 - 1989
Job Executive Director at SEAWA
Industry Professional Training & Coaching
Experience
SEAWA   2008 - Present
Elkhart Bell International   2005 - Present
Greenway and Blueway Foundation   2000 - Present
Indexonly Technologies, Inc   1998 - 2002
Elkhart Bell International   1991 - 1998
The Moorings Canada   1989 - 1991
Merrill Lynch Canada   1987 - 1989
McGibbon Bay Resort Corporation   1983 - 1986
ScotiaMcLeod (McLeod Young Weir)   1980 - 1982
Canadian Wilderness Adventure Ltd.   1976 - 1980

Skills
Leadership, Fundraising, Management Consulting, Project Management, Strategy, Business Planning, Strategic Planning, Start-ups, Budgets, Program Management, Management, Operations Management, Marketing, Training, Sales, Recruiting, Business Strategy, Advertising, Business Development, Government, Team Building, Public Speaking, Organizational...

Education
Simon Fraser University   1992 — 1995
MBA, Business and Sustainable Tourism Development

Fellow of the Canadian Securities Institute   1984 — 1988
FCSI

University of Saskatchewan   1973 — 1976
Civil Engineering

Campbell Collegiate (high school)   1969 — 1973

Todd McCuaig Todd McCuaig Cleveland/Akron, Ohio Area Details
Todd McCuaig's Merrill Lynch Canada Experience 1987 - 1989
Job Managing Director, Cornerstone Industrial Group LLC
Industry Venture Capital & Private Equity
Experience
Cornerstone Industrial Group LLC   October 2005 - Present
National City Equity Partners   1993 - 2005
Thornmark Capital   1990 - 1992
Merrill Lynch Canada   1987 - 1989

Skills
Mergers, Private Equity, Contract Negotiation, Due Diligence, Buyouts, Fixed Income, Strategy, Management, Mergers & Acquisitions, Equities, Financial Structuring, Alternative Investments, Asset Management, Portfolio Management, IPO, Leveraged Finance, Venture Capital, Executive Management

Education
Case Western Reserve University - Weatherhead School of Management
MBA

The University of Western Ontario - Richard Ivey School of Business
HBA, Honors Business Administration

Earl Jessiman Earl Jessiman Halifax, Canada Area Details
Earl Jessiman's Merrill Lynch Canada Experience June 1999 - December 2001
Job Investment Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth  November 2012 - Present
Canaccord Wealth Management  February 2012 - November 2012
Canaccord Wealth Management  December 2004 - January 2012
CIBC Wood Gundy  December 2001 - December 2004
Merrill Lynch Canada   June 1999 - December 2001
Midland Walwyn  March 1995 - June 1999
Investors Group  July 1991 - March 1995
Investors Group  August 1986 - July 1991
Lethbridge Broncos Hockey Club WHL   November 1985 - April 1986
Fredericton Express Hockey Club AHL   August 1983 - July 1985

Skills
Sales Management, Coaching, Marketing Strategy, Financial Management, Investments, Estate Planning, Retirement, Management, Leadership, Sales, Wealth, Financial Advisory, Strategic Planning, Budgets, Business Strategy, Wealth Management, Team Building, Business Analysis, Strategy, Strategic Financial..., Change Management, Team Leadership, New Business Development, Operations Management, Mutual Funds, Financial Services, Investment Strategies, Investment Advisory

Education
Western University   1980 — 1982
MA, Coaching, Biomechanics, 3.70 GPA

Dalhousie University   1977 — 1980
BPE, Physical Education, 3.60

University of Pennsylvania   1973 — 1977
BA, History, French, 2.62 GPA

Athabasca University

Athabasca University

Drew Pallett Drew Pallett Toronto, Canada Area Details
Drew Pallett's Merrill Lynch Canada Experience September 1997 - December 2001
Job VicePresident, Investment Advisor & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  December 2001 - Present
Merrill Lynch Canada   September 1997 - December 2001
Pallett Valo LLP  May 1981 - September 1997

Skills
Estate Planning, Wealth Management, Investments, Small Business, Accountants, Foundations, Attorneys, Retirement Planning, Portfolio Management, Investment Management, Risk Management, Finance, Investment Strategies, Financial Advisory, High Net Worth...

Education
University of Toronto   1976 — 1979
LL.B., Law School

Harvard University   1974 — 1976
Economics and Mathematics

Erindale Secondary School

Steve Satov Steve Satov Toronto, Canada Area Details
Steve Satov's Merrill Lynch Canada Experience January 2003 - April 2008
Job Vice President at Connor, Clark & Lunn Private Capital
Industry Investment Management
Experience
Connor, Clark & Lunn Private Capital   July 2009 - Present
Merrill Lynch Canada   January 2003 - April 2008
Goldman Sachs  September 1998 - February 2003
Midland Walwyn Capital Inc.  September 1995 - September 1998

Skills
Equities

Education
McGill University   1988 — 1994
BA, MBA

Nicolette Mapplebeck Nicolette Mapplebeck Toronto, Canada Area Details
Nicolette Mapplebeck's Merrill Lynch Canada Experience 1998 - 2001
Job Owner, Christkat Consulting
Industry Human Resources
Experience
Chriskat Consulting   June 2002 - Present
Fragomen  May 2011 - October 2012
Merrill Lynch Canada   1998 - 2001
Fidelity Investments Canada  1995 - 1997
CIBC Wood Gundy  1990 - 1995

Skills
Employee Relations, Recruiting, Training, Human Resources, Performance Management, Talent Management, Personnel Management, Employee Benefits, Interviews, Leadership, Hiring, Succession Planning, HR Consulting, Employment Law, Onboarding, Temporary Placement, Organizational..., Employee Engagement, Management, Deferred Compensation, CRM, Talent Acquisition, Project Management, HRIS, Organizational...

Education
University of Toronto   1982 — 1986
Honours Bachelor of Arts, Languages - French and Italian

Università per Stranieri di Perugia
Certificate in Advanced Italian Studies

Colin Gherghe Colin Gherghe Toronto, Canada Area Details
Colin Gherghe's Merrill Lynch Canada Experience July 1997 - March 2000
Job Senior Project Leader (Risk Management Systems)
Industry Computer Software
Experience
Scotiabank  October 2010 - Present
MARS / EFFEM CANADA   October 2007 - October 2010
Sierra Systems  June 2003 - October 2010
CANADIAN PACIFIC RAILWAYS   June 2003 - October 2007
I-COM Information and Communications   March 2000 - June 2003
MERRILL LYNCH CANADA   July 1997 - March 2000
REUTERS Financial Information Services   April 1995 - July 1997
REMAT SUD BERCENI   1991 - 1992
IPROMET   1990 - 1991

Skills
Integration, Requirements Analysis, Risk Management, Management, Leadership, Business Analysis, Training, Credit Risk, SQL, Data Modeling, Software Project..., Business Intelligence, Databases, Microsoft SQL Server, ITIL

Education
I.L.Caragiale High School Bucharest   1974 — 1994

   1985 — 1990
Computer science

Bucharest Polytechnic University

David Dunkin David Dunkin Toronto, Canada Area Details
David Dunkin's Merrill Lynch Canada Experience 1984 - 1989
Job Director at Servantage Dixie Sales Inc.
Industry Investment Banking
Experience
Brackenrig Capital Inc   July 2013 - Present
Servantage Dixie Sales Inc.  September 2013 - Present
Ernst & Young Orenda Corporate Finance  July 2004 - June 2013
Orenda Corporate Finance Ltd   1990 - 2004
Merrill Lynch Canada   1984 - 1989

Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Restructuring, Venture Capital, Business Valuation, Management Consulting, Capital Markets, Business Strategy, Corporate Development, Investment Banking, M&A experience, Strategy, Investments, Finance, Start-ups

Education
McMaster University   1978 — 1979
MBA, Finance & Intl. Business

Wheaton College   1973 — 1978
BA

Nick McClanahan Nick McClanahan Greater Chicago Area Details
Nick McClanahan's Merrill Lynch Canada Experience July 1999 - December 2001
Job Accretive Advisor
Industry Financial Services
Experience
Accretive Advisor   2010 - December 2012
Merrill Lynch  March 1971 - April 2006
CIBC Wood Gundy  January 2001 - December 2001
Merrill Lynch Canada   July 1999 - December 2001

Education
Florida Atlantic University   1969 — 1971
BBA, Finance

University of Florida   1962 — 1966
Engineering

Frank Tucci Frank Tucci Toronto, Canada Area Details
Frank Tucci's Merrill Lynch Canada Experience January 1999 - October 2001
Job Executive Vice President, Operations at Paradigm Quest Inc
Industry Financial Services
Experience
Paradigm Quest Inc  January 2014 - Present
Frank Tucci Consulting   January 2009 - December 2013
CIBC Investor's Edge   2006 - July 2008
CIBC Wood Gundy  July 2001 - July 2008
Merrill Lynch Canada   January 1999 - October 2001
Canada Trust  1983 - 1997

Skills
Marketing Communications, Product Development, Strategic Planning, Team Building, Market Planning, Marketing Strategy, Public Relations, Change Management, Business Strategy, Financial Services, Strategy, Leadership, Product Management, Marketing Management, Team Leadership, Marketing, E-commerce, Organizational..., Project Management, Business Planning, Entrepreneurship, Small Business, Risk Management, Management Consulting, Investments, Portfolio Management, Business Analysis, Start-ups, Strategic Financial..., Financial Planning

Education
Ryerson University

Ralph Evans Ralph Evans Toronto, Canada Area Details
Ralph Evans's Merrill Lynch Canada Experience 1982 - 1988
Job Your modern professional RE/MAX agent
Industry Real Estate
Experience
RE/MAX Professionals Inc  December 2004 - Present
IBM Global Services  July 1999 - December 2004
BMO Nesbitt Burns  1994 - 1999
Burns Fry  1988 - 1994
Merrill Lynch Canada   1982 - 1988

Skills
Etobicoke, Real Estate, Etobicoke Homes, Etobicoke Condo, Toronto Real Estate, Selling, Investments, Condos, Real Estate Investment, Social Media, Canadian Securities..., CSC, PMP, Broadridge Experience, IBM SIS, Mainframe, Client Server, MS Office Suite, MS Project, Word, MS Word, Wordpress, Trade Processing, VSAM, Brokerage Back Office..., B228, Project Management, Business Analysis, VM/CMS, Business Networking, Trading, Microsoft Word, Townhomes, Sellers, Residential Homes, Investment Properties, Microsoft Office, Referrals, Home Staging, Brokerage, First Time Home Buyers, Sales, Relocation, Resellers, Real Property, Single Family Homes, Real Estate Transactions, Buyers, New Home Sales, Listings

Education
Ryerson University   1989 — 1991
Marketing Certificate, Business

University of Guelph   1978 — 1982
Honours BSc., Computing and Information Science

North Toronto   1973 — 1978
Grade 13 - Honours Graduation Certificate, 70's Culture

M. Shehab Kamal, MBA, PMP, Lean Six Sigma M. Shehab Kamal, MBA, PMP, Lean Six Sigma New York, New York Details
M. Shehab Kamal, MBA, PMP, Lean Six Sigma's Merrill Lynch Canada Experience June 1998 - December 2004
Job AVP at Makosi Consulting
Industry Capital Markets
Experience
Makosi Consulting  November 2014 - Present
American Express  June 2014 - November 2014
TD  October 2013 - February 2014
RBC Capital Markets  August 2012 - July 2013
TD Securities  October 2010 - August 2012
Deloitte  October 2009 - October 2010
BMO Financial Group  February 2009 - August 2009
Thomas Weisel Partners  July 2007 - October 2008
BMO Financial Group  September 2006 - April 2007
Merrill Lynch Canada   June 1998 - December 2004

Skills
Capital Markets, Financial Analysis, Derivatives, SDLC, Risk Management, Equities, Portfolio Management, Trading, FX Options, Business Analysis, JIRA, Agile Project Management, Banking, Market Risk, Requirements Gathering, Business Process, Options

Education
York University - Schulich School of Business   2005 — 2006
MBA, Financial Engineering

University of Ottawa   1992 — 1997
Bachelors, Economics Math

Adam Mann Adam Mann New York, New York Details
Adam Mann's Merrill Lynch Canada Experience September 1998 - July 2000
Job Listed Derivatives Specialist | Rates Market Professional | Fintech Executive
Industry Capital Markets
Experience
Euclidean Trading Corporation   November 2014 - Present
RVassets   September 2014 - Present
Newedge  October 2011 - August 2014
HSBC Global Banking and Markets  September 2009 - January 2011
Toronto Dominon Bank  January 2005 - January 2008
Merrill Lynch New York  July 2000 - August 2004
Merrill Lynch Canada   September 1998 - July 2000
Merrill Lynch Australia   June 1998 - September 1998

Skills
Fixed Income, Trading, Financial Markets, Securities, Derivatives, Capital Markets, Bloomberg, Banking, Swaps, Money Market, Treasury, Proprietary Trading, Sales, Prime Brokerage, Economics, Rates, Bonds, Options, Finance, Electronic Trading, Hedge Funds, Trading Systems, Alternative Investments, Financial Services, Series 7, Investments, Management, Equities, Portfolio Management, Commodity, Equity Derivatives, Equity Trading, Asset Management, Risk Management, Financial Risk, Venture Capital, Leadership, Market Data, Private Equity, Interest Rate..., Financial Analysis, Corporate Finance, Funding, Mutual Funds, Series 63, Wealth Management, Business Planning, Due Diligence, Asset Allocation, Investment Management

Education
Carleton University   1992 — 1995
Bachelor of Arts (B.A.), History

Lord Byng Secondary School   1987 — 1992
High School

Randy Ambrosie Randy Ambrosie Toronto, Canada Area Details
Randy Ambrosie's Merrill Lynch Canada Experience 1993 - 2001
Job President and CEO at MacDougall, MacDougall & MacTier Inc.
Industry Financial Services
Experience
MacDougall, MacDougall & MacTier Inc.   October 2012 - Present
Accretive 360 Inc.   February 2010 - August 2012
AGF Management Limited  May 2004 - July 2009
HSBC Securities and HSBC Brokerage   2003 - 2004
CIBC Wood Gundy  2001 - 2002
Merrill Lynch  1998 - 2001
Merrill Lynch Canada   1993 - 2001
Midland Walwyn  1997 - 1999

Skills
Wealth Management, Investments, Asset Managment, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Advisory, Risk Management, Wealth, Alternative Investments, Financial Advisory, Asset Allocation, Asset Management, Bonds, Equities, Financial Planners, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Management, Leadership, Portfolio Management, Private Equity, Securities, Wealth Management...

Education
University of Manitoba   1980 — 1985
B. Comm, Business

Morais Russell Morais Russell Toronto, Canada Area Details
Morais Russell's Merrill Lynch Canada Experience 1999 - 2000
Job Account Manager Professional Solutions Group at Sony Canada,
Industry Electrical/Electronic Manufacturing
Experience
Sony of Canada Ltd.  April 2003 - Present
Sony of Canada Ltd.  2000 - 2003
Merrill Lynch Canada   1999 - 2000
Spectrum United Mutual Funds   1995 - 1999

Skills
Consumer Electronics, AV, Product Management, Product Marketing, Video Conferencing, Digital Signage, Competitive Analysis, Marketing Management, Channel Partners, Sales Management, Strategic Partnerships, Market Planning, Direct Sales, B2B, Multi-channel Marketing, Solution Selling, Key Account Management, Account Management

Education
Ryerson University

Ryerson University

Centennial College

Stephanie Sinden Stephanie Sinden Toronto, Canada Area Details
Stephanie Sinden's Merrill Lynch Canada Experience July 2006 - December 2008
Job Administrative Assistant at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan  2012 - Present
Macquarie Group  November 2009 - November 2012
Merrill Lynch Canada   July 2006 - December 2008
ScotiaMcLeod  2000 - 2005

Skills
Process Scheduler, Administrative..., Event Planning, Payroll, Editing, PowerPoint, Marketing, Customer Service, Microsoft Excel, Management, Invoicing, Equities, Sales, Investments, Lotus Notes, Human Resources, Event Management, Administrative...

Education
Fleming College   1997 — 2000
Diploma, Business Administration and Marketing

Randa Makary- Ghali Randa Makary- Ghali Westlake, Ohio Details
Randa Makary- Ghali's Merrill Lynch Canada Experience August 1998 - April 1999
Job Software Developer at MediQuant, Inc
Industry Information Technology and Services
Experience
MediQuant Inc.  February 2013 - Present
Akron Children's Hospital  October 2009 - February 2013
Power & Signal Group  September 2008 - September 2008
Antares  March 2008 - July 2008
Antares  March 2007 - May 2007
Ceres  October 2006 - December 2006
DCS Transport and Logistics Solution   November 1999 - August 2004
Merrill Lynch-Canada  August 1998 - April 1999
JBA - Canada   March 1998 - August 1998
Saville Systems  May 1996 - March 1998

Skills
Microsoft SQL Server, SQL, Software Development, Databases, ASP.NET, C#, Visual Studio, Testing, RPG, IBM iSeries, T-SQL, SharePoint, Programming, HTML, .NET, Web Development, Systems Analysis, Healthcare Information..., Reports, IBM AS/400, SQL 2008 R2, AS/400 SQLRPG, ILE, ILE, Telerik Controls, Telerik Reports, Visual Stuidio 2010, LINQ, Query Writing, RPG III, AJAX, HL7, Ensemble, Epic Bridges, HIPAA, Agile Methodologies, JavaScript, Collaborative Problem...

Education
New Horizons   2008 — 2011
Microsoft Certified Technology Specialist MCTS

The American University in Cairo   1986 — 1991
BSC

Andrew Long Andrew Long Toronto, Canada Area Details
Andrew Long's Merrill Lynch Canada Experience 1997 - 2000
Job Team Building Specialist | Corporate Scavenger Hunt Guru
Industry Professional Training & Coaching
Experience
Greatness Group   May 2010 - Present
Scavenger Hunt Anywhere   May 2000 - Present
Vemma  April 2000 - Present
Merrill Lynch Canada   1997 - 2000
Canadian Pacific Railway  1994 - 1997

Skills
Team Building, Scavenger Hunts, Event Planning, Public Speaking, Corporate Training, NLP, Network Marketing, Training, Entrepreneurship, Workshop Facilitation, Event Management, Online Marketing, Email Marketing, Personal Development, Leadership Development, Motivational Speaking, Corporate Events, Organizational..., Marketing, SEO, Small Business, Strategic Planning

Education
Queen's University   1989 — 1994
B.Comm (Honours), B. Comm.

Upper Canada College   1982 — 1989
High School

Lawrence Ferron Lawrence Ferron Toronto, Canada Area Details
Lawrence Ferron's Merrill Lynch Canada Experience March 1998 - January 2002
Job Vice President, Product & Marketing at Manulife Financial
Industry Financial Services
Experience
Manulife Financial  July 2013 - Present
IA Clarington Investments  February 2012 - July 2013
Dynamic Funds / DundeeWealth Inc.   September 2009 - February 2011
CIBC  April 2007 - September 2009
CIBC Wood Gundy & CIBC Investor's Edge   January 2002 - April 2007
Merrill Lynch Canada   March 1998 - January 2002

Skills
Asset Managment, Product Marketing, Business Development, Financial Services, Retail Banking, Wealth Management, Management, Investments, Direct Marketing, Asset Management, Strategic Planning, Marketing Communications, Capital Markets, Portfolio Management, Strategy, Mutual Funds, Leadership, Email Marketing, Analytics, Digital Strategy, Marketing Strategy, Marketing, Financial Advisory, Digital Marketing, Risk Management, Business Strategy, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Insurance, Financial Planning, Investment Strategies, Marketing Management

Education
Wharton Business School   2012 — 2013
Marketing Metrics: Linking Marketing to Finacial Consequences

Carla Estevao-Machado Carla Estevao-Machado Toronto, Canada Area Details
Carla Estevao-Machado's Merrill Lynch Canada Experience February 2004 - February 2008
Job Corporate Securities Law Clerk at IAMGOLD Corporation
Industry Mining & Metals
Experience
IAMGOLD Corporation  November 2008 - Present
IIROC (Investment Industry Regulatory Organization of Canada)   February 2008 - October 2008
Merrill Lynch Canada   February 2004 - February 2008

Skills
Employment Law, Policy, Corporate Law, Corporate Governance, Securities, Due Diligence, Mergers & Acquisitions, Litigation, Legal Assistance, Risk Assessment, Risk Management, Legal Research, Acquisitions

Education
Humber College   1996 — 1998
Legal Assistant

St. Mary's Catholic Secondary School   1992 — 1996

Institute of Law Clerks
Law Clerk

Giovanni Dattilo Giovanni Dattilo Montreal, Canada Area Details
Giovanni Dattilo's Merrill Lynch Canada Experience 2004 - 2005
Job Trader at Canaccord!Genuity Capital Markets
Industry Capital Markets
Experience
CanaccordGenuity   August 2006 - Present
National Bank of Canada  August 2004 - August 2006
Merrill Lynch Canada   2004 - 2005
Canagex/Elantis/Fiera   1995 - 1997

Skills
Equities, Bloomberg, Trading, Investments, Hedge Funds, Valuation, Finance, Asset Management

Education
Concordia University   1996 — 2000
Bachelor of Commerce (B.Com.), Finance, General

Marianopolis College   1993 — 1997
Bachelor of Commerce (B.Com.), Finance, General

lasalle catholic high school

Dan Da Re Dan Da Re Toronto, Canada Area Details
Dan Da Re's Merrill Lynch Canada Experience August 2005 - November 2008
Job
Industry Financial Services
Experience
CIBC  February 2014 - Present
National Bank of Canada  November 2008 - February 2014
Merrill Lynch Canada   August 2005 - November 2008
Manulife  2003 - 2005
WorldInsure   November 2001 - December 2002
Nurun  September 1997 - February 2001
BMO Nesbitt Burns  1991 - 1997
RBC Dominion Securities  1988 - 1991

Skills
Financial Services, Management, Capital Markets, Equities, Trading Systems, Derivatives, Wealth Management, Risk Management, Portfolio Management, Securities, Financial Markets, Trading, Electronic Trading, Asset Managment, Financial Risk, Options, Business Analysis, Market Data, Investment Banking, Equity Trading, Mutual Funds, Strategy, Investments, FX Options, Back Office, Market Risk, Mergers & Acquisitions, Finance, Equity Derivatives

Education
McGill University
MBA, Managerial Policy

McGill University
BA, Political Science / History

Manas Mukhopadhyay Manas Mukhopadhyay Toronto, Canada Area Details
Manas Mukhopadhyay's Merrill Lynch Canada Experience April 2008 - December 2009
Job at Govt of Ontario, Canada
Industry Information Technology and Services
Experience
Govt of Ontario, Canada   February 2010 - Present
Bank of America Merrill Lynch  October 2009 - February 2010
Merrill Lynch Canada   April 2008 - December 2009
Aithent Canada   July 2007 - April 2008
CicadaRisk   November 2006 - July 2007
Satyam Canada   July 2003 - October 2006
Citicorp Overseas Software Ltd  2002 - 2003

Education
Indian Statistical Institute   1997 — 1999
M.Tech, Computer Sc

Indian Institute of Technology, Kharagpur   1983 — 1987
B. Tech(Hons), Chemical Engg

Bidhan Chandra Institution

Bidhan Chandra Institution

Josie Matta Josie Matta Toronto, Canada Area Details
Josie Matta's Merrill Lynch Canada Experience March 2001 - June 2006
Job VP, Business Analyst Manager at Bank of America Merrill Lynch Canada
Industry Investment Management
Experience
Bank of America Merrill Lynch Canada   April 2011 - Present
Bank of America Merrill Lynch Canada   June 2006 - April 2011
Merrill Lynch Canada   March 2001 - June 2006
Scotiabank  September 1998 - March 2001

Skills
Equities, Trading Systems, Derivatives, Equity Derivatives, Market Data, Bloomberg, Capital Markets, Prime Brokerage, Project Management, Fixed Income, Electronic Trading, Equities Technology, Electronic Trading..., Business Analysis, Fixed Income Technology, Credit Derivatives, Back Office, Options, Market Risk, Middle Office, FX Options

Education
Ryerson University   1994 — 1998
BA, Business Management-Information Systems

Anna Morgado Anna Morgado Toronto, Canada Area Details
Anna Morgado's Merrill Lynch Canada Experience 1993 - 2005
Job Murex Business Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  April 2010 - Present
CIBC  March 2007 - April 2010
Merrill Lynch Canada   1993 - 2005
Midland Walwyn Capital Inc  1993 - 2000

Education
Ryerson University   1989 — 1993

Susan Andrighetti Susan Andrighetti Toronto, Canada Area Details
Susan Andrighetti's Merrill Lynch Canada Experience 1997 - 2001
Job First Vice President, Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy  July 1991 - Present
Merrill Lynch Canada   1997 - 2001
Midland Walwyn  1990 - 1997
RBC Dominion Securities  1987 - 1990

Skills
Investment Advisory

Education
McMaster University   1979 — 1983

Andre Uddin, Ph.D. Andre Uddin, Ph.D. Toronto, Canada Area Details
Andre Uddin, Ph.D.'s Merrill Lynch Canada Experience February 1997 - March 2000
Job Managing Director Healthcare at Mackie Research Capital
Industry Biotechnology
Experience
Mackie Research Capital  February 2014 - Present
BioStrategy Management Inc.   September 2007 - Present
Transition Therapeutics Inc   September 2006 - July 2007
National Bank Financial  March 2004 - April 2006
Research Capital Corp   March 2000 - February 2004
Merrill Lynch Canada   February 1997 - March 2000

Skills
Venture Capital, Biotechnology, Valuation, Pharmaceutical Industry, Equity Research, Equities, Corporate Development, Due Diligence, Financial Modeling, Healthcare, Drug Development, Lifesciences, Mergers & Acquisitions, Biochemistry, Drug Discovery, Competitive Analysis, Biopharmaceuticals, Technology Transfer, Strategy, Oncology, Investor Relations, Medical Devices, Clinical Development, Licensing, Regulatory Affairs, Patents, Clinical Trials

Education
McGill University   1992 — 1996
Ph.D., Bio-Organic Chemistry

University of Toronto Mississauga   1988 — 1992
B.Sc., BioChemistry

Olivier Ruta Olivier Ruta Toronto, Canada Area Details
Olivier Ruta's Merrill Lynch Canada Experience May 2006 - February 2009
Job Vice President at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  December 2012 - Present
BMO Capital Markets  March 2010 - December 2012
Bank of America Merrill Lynch  February 2009 - March 2010
Merrill Lynch Canada   May 2006 - February 2009

Skills
Capital Markets, Fixed Income, Investment Banking, Bloomberg

Education
University of Toronto - Rotman School of Management   2005 — 2006
MFE, Financial Economics

Queen's University   2004 — 2005
B.A., Economics

Queen's University   2000 — 2004
B.Sc.H., Mathematics and Statistics

Jennifer Kerr Jennifer Kerr Toronto, Canada Area Details
Jennifer Kerr's Merrill Lynch Canada Experience June 1997 - January 2001
Job
Industry Investment Management
Experience
CPP Investment Board  May 2013 - Present
CPP Investment Board  December 2004 - April 2013
MWI & Partners   September 2001 - December 2004
Merrill Lynch (London)   February 2000 - June 2001
Merrill Lynch Canada   June 1997 - January 2001

Education
McGill University   1993 — 1997
B Com, Finance and IB

Brian Clendinning Brian Clendinning Toronto, Canada Area Details
Brian Clendinning's Merrill Lynch Canada Experience 1995 - 2008
Job VP Treasury and Trading at Fidelity Clearing Canada
Industry Financial Services
Experience
Fidelity Clearing Canada  March 2009 - Present
Merrill Lynch Canada   1995 - 2008
Merrill Lynch  1994 - 2007

Skills
Fixed Income, Trading, FX Options, Capital Markets, Bloomberg, Bonds, Equities, Derivatives, Mutual Funds, Financial Markets, Treasury Management

Education
Concordia University   1984 — 1988
B Comm, Finance

RVR

Marianne Harris Marianne Harris Toronto, Canada Area Details
Marianne Harris's Merrill Lynch Canada Experience April 2006 - October 2013
Job Member of the Board of Directors at Hydro One Limited and Hydro One Inc,
Industry Capital Markets
Experience
Hydro One Limited and Hydro One Inc,   July 2015 - Present
Sun Life Inc. and Sun Life Assurance Company of Canada   December 2013 - Present
Investment Industry Regulatory Organization of Canada - IIROC   September 2012 - Present
Agrium Inc.  August 2014 - August 2015
Merrill Lynch Canada   April 2006 - October 2013
Merrill Lynch Pierce Fenner & Smith  2003 - 2006
Merrill Lynch  September 2000 - September 2003
RBC Capital Markets  September 1984 - August 2000

Skills
Investment Banking, Strategic Financial..., Capital Markets, Equities, Series 7, Fixed Income, Financial Analysis, Series 24 and 63, Finance, Financial Risk, Investments, Portfolio Management, Financial Planning, Financial Services, Mergers & Acquisitions, Strategy, Corporate Finance

Education
York University - Osgoode Hall Law School   1979 — 1983
Juris Doctorate JD, Law

York University - Schulich School of Business   1979 — 1983
Master of Business Administration (MBA)

Queen's University   1975 — 1979
Hons B.Sc., Biology, General

Fred Ghadban Fred Ghadban Ottawa, Canada Area Details
Fred Ghadban's Merrill Lynch Canada Experience 1999 - 2000
Job Vice President, Business Development at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds  May 2012 - Present
Manulife Wealth Management (a division of Manulife Financial)   October 2007 - May 2012
United Financial Corporation (a division of CI Investments)   January 2005 - October 2007
Merrill Lynch Canada   1999 - 2000

Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Securities, Public Speaking, Investment Strategies, Investment Advisory, Wealth Management..., Retirement Planning, Financial Advisory, Asset Allocation, Business Development, Investment Management, Asset Management, ETFs, Portfolio Management

Education
Edinburgh University   1998 — 2000
Master of Business Administration (MBA), Business/Commerce, General

University of Ottawa   1989 — 1992
B.Adm, Finance

Glebe Collegiate
9-12

Lynn Korbak Lynn Korbak Toronto, Canada Area Details
Lynn Korbak's Merrill Lynch Canada Experience 1997 - 2003
Job General Counsel and Corporate Secretary at Morneau Shepell
Industry Executive Office
Experience
Morneau Shepell  2003 - Present
Merrill Lynch Canada   1997 - 2003
Morris Rose Ledgett   1993 - 1997

Skills
Corporate Law, Corporate Finance, Corporate Governance, Litigation Management, Contract Negotiation, Contract Management, Employment Law, Enterprise Risk..., Mediation, Privacy Law, Due Diligence, Intellectual Property, Mergers & Acquisitions, Legal Advice, Restructuring, Commercial Litigation

Education
York University - Osgoode Hall Law School   1990 — 1993
LLB, law

Trent University   1988 — 1990
Economics

Port Perry High School   1981 — 1986

Colleen Wright Colleen Wright Toronto, Canada Area Details
Colleen Wright's Merrill Lynch Canada Experience 1999 - 2001
Job Lecturer at School of Administrative Studies, York University
Industry Financial Services
Experience
School of Administrative Studies, York University   January 2012 - Present
Investment Industry Regulatory Organization of Canada  2010 - Present
CIBC  2001 - 2008
Merrill Lynch Canada   1999 - 2001
Sprott Securities   1994 - 1999
Toronto Stock Exchange  1993 - 1994
Ernst & Young  1975 - 1983

Skills
Securities, Capital Markets, Compliance, Governance, Risk Management, Banking, Corporate Governance, Corporate Finance, Change Management, Internal Controls, Due Diligence, Policy, Enterprise Risk..., Equities, Investment Banking, SOX, Financial Services, Securities Regulation, Operational Risk, Derivatives

Education
York University - Osgoode Hall Law School   2009 — 2011
LLM, Securities law

Institute of Chartered Accountants of Ontario
CA, Chartered Accountancy

Law Society of Upper Canada
Call, 1990

The University of Western Ontario - Richard Ivey School of Business
Honours Business Administration

York University - Osgoode Hall Law School
LLB, 1988

Rena Pittao Rena Pittao Toronto, Canada Area Details
Rena Pittao's Merrill Lynch Canada Experience 1998 - 2001
Job President, Custom Design Coaching
Industry Financial Services
Experience
Custom Design Coaching   April 2012 - Present
Canaccord Wealth Management  July 2009 - March 2012
CIBC Wood Gundy  October 1997 - May 2009
Merrill Lynch Canada   1998 - 2001

Skills
Training, Wealth Management, Coaching, Staff Development, Succession Planning, Business Strategy, Employee Engagement, Performance Management, Leadership Development

Education
Adler School of Professional Coaching   2005 — 2009
ACPC, Executive and Professional Coaching

Sheridan College   1996 — 1997
Diploma- Post Graduate, International Business

King's University College   1992 — 1996
ACS, Administrative and Commercial Studies

Jason Ling Jason Ling Toronto, Canada Area Details
Jason Ling's Merrill Lynch Canada Experience November 2000 - October 2001
Job Business Project Manager at CIBC
Industry Financial Services
Experience
CIBC  June 2014 - Present
CIBC  April 2012 - May 2014
CIBC  August 2007 - March 2012
CIBC  August 2006 - July 2007
CIBC  September 2005 - July 2006
CIBC Wood Gundy  November 2001 - August 2005
Merrill Lynch Canada   November 2000 - October 2001
Rogers Communications Inc.  September 1998 - October 2000
TSN  1996 - 1998

Skills
Project Management, Project Delivery, Resource Management, Business Analysis, Change Management, Root Cause Analysis, Digital Marketing, Web Analytics, Web Content Management, Information Architecture, Business Requirements, Management, Leadership Development, Leadership, Usability Testing, Problem Solving, Requirements Gathering, Vendor Management, SDLC, Project Portfolio..., Visio, E-commerce, Analytics, Business Process, Requirements Analysis

Education
Seneca College of Applied Arts and Technology   1995 — 1998
Diploma, Design Arts

Carl Chan Carl Chan San Francisco, California Details
Carl Chan's Merrill Lynch Canada Experience 2010 - 2011
Job Senior Investment Associate at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
Thoma Bravo  2013 - Present
Bank of America Merrill Lynch  2011 - 2013
Merrill Lynch Canada   2010 - 2011

Education
The University of Calgary
Bachelor of Commerce (BCom), Finance

Claude Bédard Claude Bédard Montreal, Canada Area Details
Claude Bédard's Merrill Lynch Canada Experience June 1979 - November 1987
Job VicePresident at Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management  June 2006 - Present
CIBC Wood Gundy  September 1999 - June 2006
First Marathon Securities   January 1988 - August 1999
Merrill Lynch Canada   June 1979 - November 1987

Skills
Investment Management, Bonds, Equity Valuation, Investment Advisory, Relationship Management, Institutional..., Investment Banking, Retirement Planning, Equity Trading, Derivatives, IPO, Value Investing, Wealth Management...

Education
McGill University   1977 — 1979
MBA, Finance & Accounting

HEC Montréal   1972 — 1975
B.A.A., Marketing

Ajay K. Gupta, CIMA® CRPC® CPWA® Ajay K. Gupta, CIMA® CRPC® CPWA® San Diego, California Details
Ajay K. Gupta, CIMA® CRPC® CPWA®'s Merrill Lynch Canada Experience August 1996 - September 2000
Job CEO & Chief Investment Officer
Industry Financial Services
Experience
Gupta Wealth Management  October 2013 - Present
UBS Financial Services, Inc  August 2008 - October 2013
Merrill Lynch  September 2000 - August 2008
Merrill Lynch Canada   August 1996 - September 2000

Skills
Finance, Investments, Asset Management, Alternative Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Series 7, Asset Allocation

Education
Concordia University
Bachelor of Commerce (BCom), Economics and Finance

Harvard Business School
PEVC, Private Equity and Venture Capital

Wharton School of Business
CIMA, Certified Investment Management Analyst

Rena Al-Samadi Rena Al-Samadi Toronto, Canada Area Details
Rena Al-Samadi's Merrill Lynch Canada Experience May 1998 - December 2001
Job Director Compensation Systems, Support, Reporting and Controls at CIBC Wealth Management
Industry Financial Services
Experience
CIBC Wealth Management  September 2014 - Present
CIBC Wood Gundy  April 2012 - September 2014
CIBC Wood Gundy  April 2003 - April 2012
CIBC Wood Gundy  December 2001 - April 2003
Merrill Lynch Canada   May 1998 - December 2001

Skills
Wealth Management, Equities, Financial Services, Investment Advisory, Mutual Funds, Finance, Investments, Financial Advisory, Fixed Income, Investment Strategies, Portfolio Management, Securities, Asset Allocation

Education
University of Guelph   1994 — 1998
B.Sc., Environmental Science

Chris Nicoll Chris Nicoll Toronto, Canada Area Details
Chris Nicoll's Merrill Lynch Canada Experience January 2000 - July 2001
Job President, Chris Nicoll and Associates Ltd.
Industry Financial Services
Experience
Chris Nicoll and Associates Ltd.   January 2010 - Present
John Hancock  2007 - 2010
TD Bank Financial Group  2001 - 2006
Merrill Lynch Canada   January 2000 - July 2001
Royal and SunAlliance Financial   1996 - 2000
Crown Life  1989 - 1993
Manulife Financial  1984 - 1989

Skills
AML, Wealth Management, Insurance, Financial Services, FINRA, Securities, Investment Advisory, Investments, Compliance, Series 7, Fixed Annuities, Retirement

Education
Brown University   1977 — 1980
Ph.D program, Intellectual History

Brown University   1976 — 1977
M.A., Intellectual History

Smith College   1970 — 1974
B.A., American Studies, Government

Woodcliff Lake School

Walter Flores, CIM, FMA, FCSI Walter Flores, CIM, FMA, FCSI Calgary, Canada Area Details
Walter Flores, CIM, FMA, FCSI's Merrill Lynch Canada Experience 2000 - 2001
Job Portfolio Manager Director Wealth Management at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod  August 2010 - Present
CIBC Wood Gundy  December 2001 - August 2010
Merrill Lynch Canada   2000 - 2001
Optimum Energy Brokers   January 1999 - December 1999
International Brokers SAB   January 1993 - August 1998

Skills
Wealth Management, ETFs, Investments, Equities, Fixed Income, Financial Analysis, Strategic Financial..., Equity Research, Retirement Planning, Asset Allocation, Asset Protection, Investment Strategies, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Advisory, High Net Worth..., Wealth, Wealth Management...

Education
University of Calgary   1988 — 1992
B-Comm, Finance

Pontificia Universidad Católica del Perú   1997 — 1998
Honour in Finance for Graduates, Graduate Studies - Finance

Robert Livingston Robert Livingston Toronto, Canada Area Details
Robert Livingston's Merrill Lynch Canada Experience March 1976 - January 1991
Job Vice President at CIBC Wealth Management
Industry Investment Management
Experience
CIBC Wealth Management  September 2012 - Present
McLean Budden  November 1996 - September 2012
RBC Dominion Securities  March 1991 - September 1996
Merrill Lynch Canada   March 1976 - January 1991

Skills
High Net Worth..., Wealth Management, Generational Transfer..., Investment Advisory, Financial Markets, Investment Strategies, Trading, ETFs, Wealth, Investments, Pension Funds, Investment Management, Defined Benefit, Pensions, Private Equity, Financial Services, Strategic Financial..., Business Development, Retirement Planning, Equity Research, Portfolio Management, Performance Attribution, Equities, Equity Trading, Asset Managment, Asset Management

Education
Association of Investment Management (AIMR)   1992 — 1994
Chartered Financial Analyst (CFA)

York University   1974 — 1976
Master of Business Administration (MBA), Finance

Queen's University   1971 — 1974
Bachelor of Arts (B.A.), Economics

Art Chipman Art Chipman Winnipeg, Canada Area Details
Art Chipman's Merrill Lynch Canada Experience 1998 - 2001
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  January 2001 - Present
Merrill Lynch Canada   1998 - 2001

Skills
Investment Advisory

Education
University of Manitoba

Tom Briant Tom Briant Toronto, Canada Area Details
Tom Briant's Merrill Lynch Canada Experience 1999 - 2003
Job Chief Compliance Officer at Edgecrest Capital Corporation
Industry Financial Services
Experience
Edgecrest Capital Corporation   September 2013 - Present
Thomas Briant Compliance Consulting   April 2010 - August 2013
Genuity Capital Markets  2005 - 2010
Merrill Lynch Canada   1999 - 2003
Toronto Stock Exchange  1992 - 1999
Toronto Stock Exchange  1992 - 1999

Skills
FINRA, AML, Capital Markets, Equities, Securities, Investment Banking, Investments, Derivatives, Trading Systems, Equity Trading, Trading

Education
McMaster University   1976 — 1980
B. Comm., Finance, General

Brenda Horsford Brenda Horsford Toronto, Canada Area Details
Brenda Horsford's Merrill Lynch Canada Experience 1997 - 2002
Job Specialist in Securities Operations
Industry Financial Services
Experience
Penson Financial Services  March 2011 - September 2011
HSBC bank Canada Inc   August 2007 - December 2009
CIBC World Markets  September 2002 - August 2007
Merrill Lynch Canada   1997 - 2002
TD Securities  March 1990 - July 1997

Skills
Securities, Options, Back Office, Fixed Income, Derivatives, Capital Markets, Financial Services, Equities, Wealth Management, Mutual Funds, FX Options, Portfolio Management, Middle Office, Asset Management

Education
George Brown College
Business Administration, Accounting

Bern Milligan Bern Milligan Toronto, Canada Area Details
Bern Milligan's Merrill Lynch Canada Experience November 1998 - December 2001
Job Capital Markets Professional
Industry Capital Markets
Experience
CIBC World Markets  December 2001 - March 2009
Merrill Lynch Canada   November 1998 - December 2001
Midland Walwyn Capital   July 1992 - November 1998
Nesbitt Thomson   December 1990 - July 1992
Prudential Bache Securities Canada   1985 - December 1990

Skills
Bonds, Fixed Income, Capital Markets, Portfolio Management, Wealth Management, Securities

Education
Canadian Securities Institute
Canadian Securities Course - Honours

McGill University
BSc, Biology

CEGEP - John Abbott College
DEC II, Pure & Applied Sciences

Stacey Leadbetter Stacey Leadbetter Toronto, Canada Area Details
Stacey Leadbetter's Merrill Lynch Canada Experience February 2002 - October 2004
Job Still Looking For that Full Time Gig.
Industry Law Practice
Experience
Durham College  January 2015 - Present
Gowling Lafleur Henderson LLP  December 2006 - March 2014
Green Party of Canada  2012 - 2013
Lang Michener LLP  January 2005 - December 2006
Merrill Lynch Canada   February 2002 - October 2004
Basman Smith LLP  1993 - 2002

Skills
Civil Litigation, Commercial Litigation, Legal Research, Courts, Legal Writing, Mediation, Trials, Summation iBlaze, Pleadings, Class Actions, Employment Law, Legal Documents, Product Liability, Securities Regulation, Litigation, Litigation Support, Securities Litigation, Litigation Management, Document Management, Document Review, Legal Discovery, Collections, Legal Assistance, Torts, Administrative Law, Document Drafting, Patent Litigation, Appeals

Education
University of Waterloo   1984 — 1985
Bachelor's degree, History and Anthropology

University of Guelph   1983 — 1984
History and Anthropology

University of Windsor   1982 — 1983
History and Anthropology

Mayfield Secondary School   1977 — 1982
High School Diploma

Robert Spector Robert Spector Toronto, Canada Area Details
Robert Spector's Merrill Lynch Canada Experience November 2002 - February 2005
Job Investment Officer MFS
Industry Investment Management
Experience
MFS Investment Management  March 2005 - Present
Merrill Lynch Canada   November 2002 - February 2005
Merrill Lynch Canada   May 2000 - November 2002
BMO Nesbitt Burns  February 1998 - April 2000
BCA Research  June 1993 - January 1998

Skills
Economics, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Equities, Asset Management, Asset Allocation, Asset Managment, Bloomberg, Relationship Management, Equity Trading, High Net Worth...

Education
The University of Western Ontario   1992 — 1993
MA, Economics

McGill University   1989 — 1992
B.A., Economics

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