Morgan International
Industry: Company
DescriptionFounded: 1995
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Morgan International Employees
Morgan International January 2003 - Present
KPMG 2002 - Present
Ernst & Young January 1999 - October 2002
Skills
Income Tax, US Corporate Tax, Individual Tax Returns..., US Estate Tax Returns, Management (Cost)...
Education
McGill University 2000 — 2002
CMA, Accounting
American University of Beirut 1979 — 1985
MBA, Business
Wabtec Corporation April 2013 - Present
Columbus Castings March 2007 - April 2013
National Vietnam Veterans Art Museum 2004 - 2007
The Lima Group July 2001 - July 2006
Morgan International 2000 - 2001
Skills
Strategic Planning, Leadership, Team Building
Education
University of Minnesota-Twin Cities 1994 — 1999
BA, Political Science
Western Economic Diversification Canada Diversification de l’économie de l’Ouest Canada July 2014 - Present
School of Public Policy - Simon Fraser University September 2012 - April 2014
Western Economic Diversification Canada May 2013 - August 2013
Morgan International August 2010 - August 2012
DeVry Inc. July 2009 - July 2010
CTV News November 2008 - February 2009
Basic Grain Products Inc January 2008 - October 2008
Peter Julian, Member of Parliament May 2006 - December 2006
Skills
Creative Problem Solving, Client Service, Social Media, Public Speaking, Writing, Editing, Web Content, Proofreading, Marketing Communications, Analysis, Management, Financial Services, Event Planning, Leadership, Research, Teaching, Marketing, Fundraising, Recruiting, Strategic Planning, Policy Analysis, Project Management, Program Management, Time Management, Client Services
Education
Simon Fraser University 2012 — 2014
Master of Public Policy (MPP), Public Policy Analysis, A
Simon Fraser University 2005 — 2007
BA, Communications, English
Douglas College 2003 — 2005
University Transfer Program, General Studies
PwC July 2015 - Present
PwC October 2012 - June 2015
Ernst & Young LLP September 2011 - September 2012
Ernst & Young LLP August 2010 - September 2011
Morgan International January 2010 - August 2011
Deloitte & Touche April 2009 - August 2010
Ernst & Young October 2007 - March 2009
Ernst & Young November 2006 - October 2007
Ernst & Young December 2003 - November 2006
Crowe Horwath LLP August 2000 - September 2003
Skills
External Audit, Internal Audit, Financial Advisory, IFRS, Consulting, SOX 404, US GAAP, Stress Testing, Experienced Trainer, Business Development, Capital Markets, Financial Reporting, Financial Audits, Public Sector Accounting, Performance Improvement, Enterprise Risk..., Financial Services, Financial Risk..., Forensic Accounting, Carve-outs, Carve-out Financial..., Managerial Finance, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Financial Analysis, Accounting, Assurance, Consolidation, Corporate Finance, Finance, Tax, CPA, Sarbanes-Oxley, Big 4, Leadership, Business Valuation
Education
Chartered Global Management Accountant 2012 — 2012
CGMA
Harvard Business School 2009 — 2010
Business Leadership
Maine state board of accountancy 2007 — 2007
CPA
New Hampshire State board of accountancy 2007 — 2007
CPA
Saint Joseph University 2001 — 2003
DEA, Advanced studies in finance - preparatory studies for the PHD
Saint Joseph University 2000 — 2001
MBA, MBA
Saint Joseph University 1997 — 2000
Bachelor's degree, Business Administration and Management, General
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
Morgan International September 2012 - Present
Investors Group Financial Services Inc. July 2004 - November 2010
McGill Alumni Association of Vancouver December 2004 - December 2007
Summer Sundays Society February 2001 - January 2005
TAP Solutions January 2001 - November 2001
Students’ Society of McGill University May 1998 - April 1999
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Investment Strategies, Life Insurance, Management, Portfolio Management, Investment Management, Employee Benefits, Team Leadership, Securities, Financial Planners, Finance, Critical Illness, Wealth, Asset Allocation, Wealth Management..., Fixed Annuities, Disability Insurance, Investment Advisory, Wealth Accumulation, Bonds, Certified Financial..., Asset Management, High Net Worth..., Segregated Funds, Pensions, Retirement Savings, Financial Services, Alternative Investments, Term Life Insurance, Personal Finance, Strategy, Equities, ETFs, Risk Management, Long-term Care, Financial Planning
Education
ITI 2000 — 2000
AIT, Diploma in Applied Information Technology
McGill University 1994 — 1999
Bachelor of Arts (BA), Political Philosophy & Economics, Honours
St. George's School 1988 — 1994
Secondary School
The Scots College 1983 — 1988
Elementary School
Connor Clark & Lunn Investment Management September 2006 - Present
The Crisis Intervention & Suicide Prevention Centre of British Columbia (Crisis Centre) April 2008 - Present
Morgan International January 2008 - December 2009
Alpha Numerics Capital Management Ltd. September 2003 - September 2006
Skills
Equities, Financial Modeling, Quantitative Analytics, Equity Research, Quantitative Finance, Quantitative Research, Trading Systems, Derivatives, Portfolio Management, Investments, Asset Management, Research, Capital Markets, Investment Management, Portfolio Optimization, Quantitative Analysis, Trading, Equities Research
Education
The University of British Columbia
BCOM (hons), Finance, Business, Physics
Morgan International Canada Inc. June 2010 - Present
Morgan International January 2000 - June 2010
Morico TV Shopping December 1998 - December 2000
Skills
Business Strategy, Strategic Planning, Planning, Management Consulting, Management, Business Planning, Project Planning, Organizational..., Team Leadership, Leadership Development, Training, Strategy, Leadership, Coaching, Business Process..., Negotiation, Team Management, Project Management
Education
Northeastern University 2013 — 2014
Post Graduate Certificate, Project Management
Lebanese American University 1994 — 1998
Bachelor of Science, Business Management
IHS - Exclusive Analysis July 2013 - August 2013
Iraq Foundation February 2013 - May 2013
American Chamber of Commerce in France July 2012 - August 2012
European Parliament June 2012 - July 2012
ICMC/ US Embassy August 2010 - August 2011
Lebanese Ministry of Foreign Affairs and Immigration June 2010 - August 2010
Morgan International January 2010 - June 2010
GC LAU Model United Nations September 2008 - May 2009
GC LAU Model United Nations September 2007 - May 2009
Skills
Microsoft Office, PowerPoint, Photoshop, Word, Advocacy, Online Marketing, Translation, Interpretation, French, Arabic, Consultancy, Economics, International Relations, Research, Non-profits, Excel, Public Speaking, Social Networking, Political Science, Writing, Government, Policy Analysis, Microsoft Excel, Political Risk Analysis, Diplomacy, NGOs, Microsoft Word, Nonprofits, Proposal Writing, Dreamweaver, Stata, Marketing Communications, International Economics, Development Economics, Peacebuilding, Spanish, English, Fundraising, Business Intelligence
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
Masters, International Economics/International Relations
Lebanese American University 2006 — 2010
Bachelor of Arts, International Affairs/ Political Science
The Fund for American Studies - Georgetown University 2009 — 2009
Institute for Political and Economic Studies
Collège des Soeurs des Saints-Coeurs Ain-Nejm 1992 — 2006
High School
Connor, Clark & Lunn Investment Management Ltd. December 2014 - Present
Connor, Clark & Lunn Investment Management Ltd. February 2011 - Present
Morgan International March 2014 - Present
State Street Global Advisors May 2010 - September 2010
BMO Financial Group July 2008 - September 2008
Education
University of Waterloo 2009 — 2010
Master of Quantitative Finance (MQF)
Imperial College London 2006 — 2009
Honours BSc
The High School Affiliated To Renmin University of China (RDFZ) 2003 — 2006
Canada Revenue Agency January 2015 - Present
Canada Revenue Agency October 2013 - December 2014
RBC Royal Bank July 2007 - October 2013
Canada Revenue Agency February 2011 - May 2011
Morgan International January 2010 - May 2011
Skills
Accounting, Microsoft Office, Customer Service, Customer Relations, Banking, Regression Analysis, Linear Regression, Pivot Tables, Microsoft Excel, Management Accounting, Cost Accounting, Business Strategy, Financial Analysis, Financial Reporting, Management, Teamwork, Sales, Leadership, Team Leadership, Time Management, Budgets
Education
Simon Fraser University 2007 — 2012
BBA, Accounting
Lord Byng Secondary 2001 — 2006
High School Diploma
Zafin November 2014 - Present
CBC July 2013 - Present
Morgan International January 2008 - Present
Global National News May 2013 - June 2013
Phillips, Hager & North (RBC Global Asset Management) July 2005 - July 2012
Simon Fraser University March 2010 - May 2010
Phillips, Hager & North Investment Management June 2001 - July 2005
Merrill Lynch Europe plc April 2000 - May 2001
Merrill Lynch Canada Ltd April 1998 - April 2000
Skills
Portfolio Management, Equities, Financial Modeling, Investments, Writing, Teaching, Risk Management, Derivatives, Hedge Funds, Asset Allocation, Wealth Management, Economics, Alternative Investments, Asset Management, Mutual Funds
Education
The University of British Columbia 2012 — 2014
Master's degree, Journalism
CFA Institute 2001 — 2003
Chartered Financial Analyst
Merrill Lynch Analyst Training: New York, NY 1998 — 1998
The University of British Columbia 1993 — 1998
B Comm, Finance (Hons)
Alpha August Real Estate Advisory May 2015 - Present
Morgan International August 2013 - Present
Alpha August Real Estate Advisory June 2013 - April 2015
Morgan International September 2012 - August 2013
Morgan International September 2011 - September 2012
TD Canada Trust December 2009 - April 2011
Skills
International Education, Office Management, Admissions, Enrollment Management, Sales Management, Sales Presentations, Operations Management, Trade Shows, Marketing Communications, Market Research, Management, Strategic Planning, Budgets, Leadership, Sales, Account Management, Investment Properties, Marketing, Investments, Financial Analysis, Customer Service
Education
British Columbia Institute of Technology 2010 — 2010
BBA, Professional Sales
British Columbia Institute of Technology 2007 — 2009
University of Victoria 2003 — 2006
Computer Science and Psychology
Point Grey Secondary
HSBC Global Asset Management March 2015 - Present
Morgan International February 2013 - Present
HSBC BANK CANADA February 2012 - March 2015
HSBC Bank Canada June 2007 - February 2012
HSBC BANK CANADA June 2007 - February 2012
HSBC Bank Canada July 2009 - December 2009
HSBC Bank Canada July 2007 - July 2008
Skills
Financial Analysis, Corporate Finance, Sales Presentations, Investments, Mutual Funds, Derivatives, Asset Allocation, Bloomberg, Strategic Financial..., Asset Management, Financial Risk, Portfolio Management, Analysis, Risk Management, Financial Modeling, Management, Finance, Financial Markets, Equities, Credit, Valuation, Loans, Managerial Finance, Economics, Market Risk, Fixed Income, Capital Markets, Credit Analysis, Banking, Accounting, Equity Valuation, Financial Planning, Financial Services
Education
CFA Institute 2008 — 2012
CFA, Finance
Canadian Securities Institute(CSI) 2007 — 2007
Canadian Securities Course, Personal Finance
The University of British Columbia 2004 — 2007
BCOM, Corporate Finance
Institute of Business Administration 2001 — 2003
Institute of Business Administration 2001 — 2003
OASYS
Prime Quadrant LP July 2015 - Present
Fitch Learning January 2014 - Present
CFA Society Toronto 1999 - Present
WaterStreet Family Offices September 2011 - July 2015
Morgan International August 2010 - July 2013
Hottinger Asset Management Canada Inc. August 2010 - August 2011
UBS Wealth Management February 2006 - July 2010
kids.now June 2006 - December 2008
Toron Capital Markets September 2000 - February 2006
Access Capital Corp. September 1995 - August 2000
Skills
Portfolio Management, Investment Counsel, Equities, Investments, Financial Modeling, Program Management, Investment Strategies, Asset Management, Valuation, Strategic Financial..., Risk Management, Business Planning, Project Management, Investment Management, Corporate Finance, Financial Analysis, Finance, Financial Advisory, Financial Services, Leadership, Equity Research, Wealth Management, Asset Allocation, Investment Advisory
Education
CFA Institute 1996 — 1999
CFA Charter, Investment Management
University of Toronto - Rotman School of Management 1993 — 1995
MBA, Finance, Environmental Economics
Professional Engineers Ontario
P. Eng., Professional Engineer
McMaster University 1987 — 1991
B. Eng., Civil Engineering
Beamsville District Secondary School 1982 — 1987
Triotech Amusement Inc April 2014 - Present
Income Access January 2011 - March 2014
Income Access October 2010 - January 2011
National Democratic Institute (NDI) January 2009 - March 2010
PRIME March 2009 - June 2009
Morgan International June 2003 - October 2008
Millipore October 1999 - September 2000
Skills
Business Development, Online Marketing, Project Management, B2B Sales Strategies, Business and Sales..., Management Skills, Coaching, New Business Development, Market Research, Product Research, B2C Sales Strategies, Digital Marketing, Social Media Marketing, SEO, SEM, Operations Management, Management Consulting, Marketing Consulting, Training, Strategic Thinker, Creative Thinker, Interpersonal Skill, Online Advertising, Affiliate Marketing
Education
Quebec University 2008 — 2009
Master's (M.Sc.), Organization Management (emphasis in Marketing/Consulting)
London Chamber of Commerce International Qualifications 2005 — 2006
Diploma, Marketing
University of Massachusetts Dartmouth 1995 — 1999
Bachelor of Science (B.S.), Biology
CFA Society Ottawa July 2015 - Present
Export Development Canada January 2013 - Present
Morgan International September 2013 - March 2015
Export Development Canada March 2008 - February 2013
Export Development Canada January 2007 - December 2007
Export Development Canada January 2003 - December 2006
Export Development Canada January 2002 - December 2002
Export Development Canada January 2001 - December 2002
Export Development Canada December 1998 - December 2000
Industry Canada May 1994 - December 1998
Skills
Portfolio Management, Financial Risk, Credit Risk, Risk Management, Credit Analysis, Investments, Financial Modeling, Analysis, Credit, Corporate Finance, Private Equity, Business Development, Venture Capital, Mutual Funds, Financial Analysis, Valuation, Business Intelligence, Finance, Economics, Management
Education
CFA Institute 1996 — 1998
Chartered Financial Analyst (CFA) Designation
Queen's University 1992 — 1993
MA, Economics with a specialization in macro economics and finance
Queen's University 1988 — 1992
Bachelor's degree, Economics
Martingrove Collegiate 1983 — 1988
John Wiley and Sons October 2014 - Present
Sauder School of Business at UBC January 2013 - Present
Sauder School of Business at UBC December 2013 - Present
BCIT December 2013 - Present
AB Maximus & Co Pte Ltd December 2008 - Present
Morgan International January 2012 - Present
CGA-Canada (Certified General Accountants Association of Canada) July 2014 - June 2015
Becker Professional Education February 2011 - September 2013
Becker CPA Exam Review July 2010 - September 2013
Stalla CFA Exam Review July 2004 - January 2012
Skills
Teaching, Microsoft Excel, Program Management, Coaching, Accounting, Analysis, Mentoring, Staff Development, Public Speaking, Financial Analysis, Research, Fundraising, Leadership, Strategy, Management, Corporate Finance, Investments, Strategic Planning, Budgets, Risk Analysis, Customer Service, Team Leadership, Microsoft Office, Business Development, Team Building, Project Planning, Teamwork, Finance, Management Consulting, Data Analysis, Leadership Development, Business Strategy, Time Management, Marketing, Risk Management, Business Planning, Facebook, Organizational..., Recruiting, Employee Training, Higher Education, PowerPoint, Nonprofits, Change Management, Project Management, Market Research, Banking, Portfolio Management, Entrepreneurship, Quantitative Analytics
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Master of Accounting & Financial Management, Accounting and Financial Management
CMA 1995 — 2002
The University of British Columbia / UBC 1990 — 1996
Bachelor of Commerce, General Business Management
JWP Legal Services September 2010 - Present
Simon Fraser University January 2010 - Present
BCIT January 2008 - Present
Morgan International September 2001 - Present
Robertson Neil, LLP July 2007 - September 2010
Pacific Club 2010 - 2010
James Pflanz, Barrister & Solicitor January 2002 - July 2007
Lindsay Kenney September 2000 - January 2002
Lyons Hamilton September 1996 - September 2000
Skills
Corporate Finance, Negotiation, Communication, Mergers, Contract Negotiation, Entrepreneur, Strategic Planning, Compliance, Research, Public Speaking, Corporate Law, Corporate Governance, Start-ups, Teaching, Non-profits, Due Diligence, Restructuring, Legal Research, Dispute Resolution, Venture Capital, Business Planning, Appeals, Management, Leadership, Legal Advice, Strategy, Securities Regulation, Privacy Law, Immigration Law, Criminal Law, Government, Succession Planning, Intellectual Property, Entrepreneurship, Coaching, Fundraising, Estate Planning, Real Estate, Business Strategy, Risk Management, Civil Litigation, Securities, Private Equity, Legal Writing, Litigation, Business, Investments, Commercial Litigation, Administrative Law, Mediation
Education
Dalhousie University 1993 — 1996
LLB, Law
The University of British Columbia 1991 — 1993
Dip Ed.
The University of British Columbia 1988 — 1991
BA, Psychology
Saudi Arabia Embassy in Ottawa December 2012 - Present
Private Consultant January 2007 - August 2011
Higher Education January 2004 - August 2011
American University of Beirut September 2005 - June 2011
University of Balamand September 2004 - June 2011
The HR Academy January 2010 - May 2011
Arts, Sciences, and Technology University (AUL) September 2004 - May 2011
Morgan International January 2006 - April 2010
Jinan University 2004 - 2005
Jeddah Cables Company June 2002 - August 2002
Skills
Lecturing, Courses, Organizational..., Public Speaking, Teaching, Qualitative Research, Research, Higher Education, E-Learning, Time Management, Human Resources, Project Management, Data Analysis, Management Consulting, Microsoft Office, Strategic Planning, PowerPoint, Leadership Development, Management, Management Information..., Supply Chain Management, Logistics Management, Artificial Intelligence, Decision Support, Database Administration, Data Warehousing, Program Management
Education
De Montfort University 2008 — 2012
PhD in Organisation Information Systems, (E-government, Electronic Government Information Systems and its impact on employees)
American University of Beirut 2006 — 2011
Human Resources Development
University of Balamand 2002 — 2004
Master of Business Administration (MBA), Information Technology impacting Human Resources
Centennial College, Toronto, Ontario 1990 — 1991
Certificate of Achievement in Auto Mechanic, Car Electronics
University of Southern California 1984 — 1988
Bachelor of Science, Mechanical Engineering
Rideau High School, Ottawa, Ontario 1982 — 1983
Ontario Academic Course (Ontario High School), Mathematics, G13
Coast Capital Savings September 2013 - Present
Morgan International March 2014 - Present
CFA Society Vancouver September 2014 - Present
Coast Capital Savings January 2012 - September 2013
HSBC Bank Canada July 2009 - December 2011
HSBC Bank Canada September 2007 - June 2009
Skills
Investment Strategies, Wealth Management, Asset Allocation, Cash Flow Analysis, Portfolio Management, Strategic Financial..., Investment Advisory, Liquidity Analysis
Education
The University of British Columbia 2003 — 2007
Bachelor of Arts, Economics
Think IT tech. May 2011 - Present
Morgan International January 2010 - January 2011
Morgan International March 2009 - 2010
Skills
ETL Tools, Informatica
Education
Northwestern University 2011 — 2013
Master's degree, MIS
Olio Advertising March 2014 - Present
Morgan International August 2010 - Present
Stalla CFA Review 2008 - 2012
Becker Professional Education May 2009 - July 2010
Skills
Time Management, IFRS, Microsoft Excel, Internal Audit, Management, Team Leadership, Accounting, Leadership, Corporate Finance, Financial Analysis, Microsoft Office, Auditing, Strategic Planning, Finance, Risk Management, PowerPoint, Financial Reporting, Team Building, Business Development, French
Education
Concordia University 1996 — 2000
BA, Literature
Concordia University
Agence de Placement Impakt 2006 - 2006
Infomation Technology Group - ITG Holding Lebanon 2003 - 2005
Morgan International 2001 - 2003
Debbas Group 1996 - 2001
Education
McGill University 2005 — 2006
Professional Certification, Human Resources Management
American University of Beirut 1987 — 1991
BA, Public Administration