National Trust Company
Description
The National Trust Company was incorporated on August 12, 1898 under the name of The National Trust Company of Ontario Limited. In 1899, with the opening of an office in Montreal, the name was changed to The National Trust Company, Limited. Parent organization: National Trustco Inc.
National Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
National Trust Company Salaries. You can even request information on how much does National Trust Company pay if you want to. Learn about salaries, pros and cons of working for National Trust Company directly from the past employees.
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17 National Trust Company employees in database. Find out everything there's to know about National Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
National Trust Company Employees
Employee
Years
Job
Industry
Patti Jones Patti Jones's National Trust Company Experience 1983 - 1983
Job at Humana Military Healthcare Services
Industry Hospital & Health Care
Experience
Humana Military Healthcare Services January 1999 - Present
Covenant Community Minitries 1991 - 1997
Coralwood Chriopractic Clinic 1990 - 1991
Goldome Savings Bank 1983 - 1990
National Trust Company 1983 - 1983
Sun Bank 1973 - 1983
Skills
HIPAA, Health Insurance, Provider Relations, Healthcare, Healthcare Management, Network Development, Customer Service, Team Building, Coaching, Contract Negotiation, Sales, Marketing, Hospitals, Insurance, Medicare, Training, HMO, Management, Medical Billing, Medical Coding, Managed Care, Healthcare Industry
Education
Edison Community College 1975 — 1981
Finance, Banking and Finance
University of South Florida 1976 — 1976
Course Completion, Banking and Financial Support Services
Humana Military Healthcare Services January 1999 - Present
Covenant Community Minitries 1991 - 1997
Coralwood Chriopractic Clinic 1990 - 1991
Goldome Savings Bank 1983 - 1990
National Trust Company 1983 - 1983
Sun Bank 1973 - 1983
Skills
HIPAA, Health Insurance, Provider Relations, Healthcare, Healthcare Management, Network Development, Customer Service, Team Building, Coaching, Contract Negotiation, Sales, Marketing, Hospitals, Insurance, Medicare, Training, HMO, Management, Medical Billing, Medical Coding, Managed Care, Healthcare Industry
Education
Edison Community College 1975 — 1981
Finance, Banking and Finance
University of South Florida 1976 — 1976
Course Completion, Banking and Financial Support Services
Donald King Donald King's National Trust Company Experience 1990 - 1997
Job Vice President at DST Systems
Industry Financial Services
Experience
DST Systems August 2014 - Present
Citi September 2007 - June 2014
International Financial Data Services February 1997 - July 2007
State Street 1998 - 1999
National Trust Company 1990 - 1997
Fenn Company 1989 - 1990
Skills
Sales Management, Executive Management, Business Management, Asset Management, Customer Relations, Hedge Funds, Securities, Transfer Agency, Management, Customer Service, Asset Managment, Mutual Funds, Business Strategy, Banking, Relationship Management, Business Development, Financial Services, Portfolio Management, Risk Management, Outsourcing, Fund Accounting, Vendor Management, Back Office, Investments, Investment Management, Fixed Income, Valuation, Selling
Education
Queen's University 1984 — 1988
BA, Politics
Trinity College School 1983 — 1984
Upper Canada College 1973 — 1984
DST Systems August 2014 - Present
Citi September 2007 - June 2014
International Financial Data Services February 1997 - July 2007
State Street 1998 - 1999
National Trust Company 1990 - 1997
Fenn Company 1989 - 1990
Skills
Sales Management, Executive Management, Business Management, Asset Management, Customer Relations, Hedge Funds, Securities, Transfer Agency, Management, Customer Service, Asset Managment, Mutual Funds, Business Strategy, Banking, Relationship Management, Business Development, Financial Services, Portfolio Management, Risk Management, Outsourcing, Fund Accounting, Vendor Management, Back Office, Investments, Investment Management, Fixed Income, Valuation, Selling
Education
Queen's University 1984 — 1988
BA, Politics
Trinity College School 1983 — 1984
Upper Canada College 1973 — 1984
Hilary Grimmett Hilary Grimmett's National Trust Company Experience 1994 - 1996
Job Director, Relationship Management at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon April 2007 - Present
RBC Dexia Investor Services 2003 - 2007
RBC Global Services 1999 - 2003
Royal Trust 1996 - 1999
National Trust Company 1994 - 1996
National Trust Company 1991 - 1994
Skills
Pensions, Mutual Funds, Financial Services, Relationship Management, Securities
Education
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada
Institute of Canadian Bankers 1994 — 2004
Trust and Custody Services Program, Specialist, Trust Institute (STI)
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Cambridge 1989 — 1990
Post Graduate Certificate in Education, Modern Languages
University of Central Lancashire 1984 — 1988
BA - 2.1 (Hons), French and Linguistics
CIBC Mellon April 2007 - Present
RBC Dexia Investor Services 2003 - 2007
RBC Global Services 1999 - 2003
Royal Trust 1996 - 1999
National Trust Company 1994 - 1996
National Trust Company 1991 - 1994
Skills
Pensions, Mutual Funds, Financial Services, Relationship Management, Securities
Education
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada
Institute of Canadian Bankers 1994 — 2004
Trust and Custody Services Program, Specialist, Trust Institute (STI)
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Cambridge 1989 — 1990
Post Graduate Certificate in Education, Modern Languages
University of Central Lancashire 1984 — 1988
BA - 2.1 (Hons), French and Linguistics
Brady Jepsen Brady Jepsen's National Trust Company Experience 1987 - 1995
Job Vice President, Regional Sales The CUMIS Group
Industry Insurance
Experience
Big Brothers Big Sisters - Langley, BC February 2011 - Present
The CUMIS Group January 2011 - Present
Sovereign General February 2012 - February 2015
The CUMIS Group February 2008 - January 2011
CIBC September 2005 - February 2008
CIBC August 2004 - September 2005
CIBC August 2003 - August 2004
CIBC - bank@work 2002 - 2003
Kootenay Savings Credit Union 1995 - 1996
National Trust Company 1987 - 1995
Skills
Banking, Sales Management, Wealth Management, Strategic Financial..., Mortgage Lending, Credit, Mutual Funds, Investments, Financial Services, Retail Banking, Relationship Management, Insurance, Retirement Planning, Coaching
Education
Canadian Securities Institute 2013 — 2013
Partners, Directors and Senior Officers Course
Dalhousie University 2007 — 2010
MBA, Financial Services
Institute of Canadian Bankers 2004 — 2007
Fellow, Financial Services
Canadian Securities Institute 2000 — 2003
Fellow, Financial Planning
Financial Planners Standards Council 1998 — 1999
CFP, Financial Planning
CGA Assocation of BC/Canada 1987 — 1992
CGA, Accounting
South Delta Senior Secondary 1981 — 1984
Advocis online learning session
Advocis online learning session
Big Brothers Big Sisters - Langley, BC February 2011 - Present
The CUMIS Group January 2011 - Present
Sovereign General February 2012 - February 2015
The CUMIS Group February 2008 - January 2011
CIBC September 2005 - February 2008
CIBC August 2004 - September 2005
CIBC August 2003 - August 2004
CIBC - bank@work 2002 - 2003
Kootenay Savings Credit Union 1995 - 1996
National Trust Company 1987 - 1995
Skills
Banking, Sales Management, Wealth Management, Strategic Financial..., Mortgage Lending, Credit, Mutual Funds, Investments, Financial Services, Retail Banking, Relationship Management, Insurance, Retirement Planning, Coaching
Education
Canadian Securities Institute 2013 — 2013
Partners, Directors and Senior Officers Course
Dalhousie University 2007 — 2010
MBA, Financial Services
Institute of Canadian Bankers 2004 — 2007
Fellow, Financial Services
Canadian Securities Institute 2000 — 2003
Fellow, Financial Planning
Financial Planners Standards Council 1998 — 1999
CFP, Financial Planning
CGA Assocation of BC/Canada 1987 — 1992
CGA, Accounting
South Delta Senior Secondary 1981 — 1984
Advocis online learning session
Advocis online learning session
Amanda Bradley de Freitas Amanda Bradley de Freitas's National Trust Company Experience October 1988 - May 1992
Job Financial Industry Consultant
Industry Financial Services
Experience
Gaoith Group November 2009 - May 2012
Valiant Trust Company; a wholly owned subsidiary of Canadian Western Bank April 2008 - November 2009
CIBC Mellon October 2003 - January 2008
Maple Trust Company April 1999 - October 2002
London Trust and Savings Corporation April 1997 - April 1999
B2B Trust April 1995 - April 1997
North American Trust Company April 1994 - April 1995
Confederation Trust Company March 1992 - April 1994
National Trust Company October 1988 - May 1992
Skills
Customer Relations, Renewable Energy, IPO, Transfer Agency, Mortgage, Corporate Trust, Securities Law, Investments, Mergers, Capital Markets, Operational Risk..., Reputational Risk, Compliance, Corporate Governance, Environmental Policy, Policy Writing, Corporate Development, Corporate Communications, Strategic Planning, Financial Services, Securities, Risk Management, CRM, Product Management, Product Marketing, Securities Regulation, Customer Service, Equities, Banking, Management, Entrepreneurship, Governance, Trading, Portfolio Management, Cross-functional Team..., Investor Relations, Mergers
Education
Seneca College of Applied Arts and Technology 1989 — 1991
Law Clerk, Securities, Trusts, Real Estate
Senator O'Connor College School
Gaoith Group November 2009 - May 2012
Valiant Trust Company; a wholly owned subsidiary of Canadian Western Bank April 2008 - November 2009
CIBC Mellon October 2003 - January 2008
Maple Trust Company April 1999 - October 2002
London Trust and Savings Corporation April 1997 - April 1999
B2B Trust April 1995 - April 1997
North American Trust Company April 1994 - April 1995
Confederation Trust Company March 1992 - April 1994
National Trust Company October 1988 - May 1992
Skills
Customer Relations, Renewable Energy, IPO, Transfer Agency, Mortgage, Corporate Trust, Securities Law, Investments, Mergers, Capital Markets, Operational Risk..., Reputational Risk, Compliance, Corporate Governance, Environmental Policy, Policy Writing, Corporate Development, Corporate Communications, Strategic Planning, Financial Services, Securities, Risk Management, CRM, Product Management, Product Marketing, Securities Regulation, Customer Service, Equities, Banking, Management, Entrepreneurship, Governance, Trading, Portfolio Management, Cross-functional Team..., Investor Relations, Mergers
Education
Seneca College of Applied Arts and Technology 1989 — 1991
Law Clerk, Securities, Trusts, Real Estate
Senator O'Connor College School
Andrew McCallister Andrew McCallister's National Trust Company Experience 1995 - 1997
Job eBusiness Manager at Canadian Kennel Club
Industry Nonprofit Organization Management
Experience
Canadian Kennel Club 2013 - Present
CSA Group May 2010 - 2012
Canadian Standards Association September 2007 - May 2010
Canadian Standards Association 2001 - 2007
Canadian Standards Association 1998 - 2001
Independent Consulting 1997 - 1998
National Trust Company 1995 - 1997
Skills
E-commerce, Project Management, Business Analysis, SEO, Google Analytics, Usability, Team Building, Strategic Planning, Google Adwords, User-centered Design, Department Budgeting, Motivation, Conversion Optimization, Website Merchandising, KPI implementation, Email Marketing, Social Media, PPC, Content Management, Reporting & Analysis, User Experience, Change Management, Process Improvement, Marketing, Management, Training, Strategy, Leadership, Web Analytics, Analysis, Online Marketing, Web Project Management, SEM, Integrated Marketing, CMS, Advertising, Business Intelligence, User Interface Design, Business Strategy, Business Planning, Requirements Gathering, Usability Testing, Team Management, Online Advertising, Enterprise Software, CRM, SaaS, Lead Generation, Digital Strategy, Strategic Partnerships
Education
University of Toronto - University of St. Michael's College
BA, Urban Studies
University of San Francisco 2012 — 2012
Master Certificate in Internet Marketing, 13.50 CEU
Bentley University
Usability Boot Camp
University of Toronto - Professional Development Centre 2004 — 2004
Certificate of Completion, Comprehensive Project Management Seminar
Canadian Management Centre 2004 — 2004
Strategies for Developing Effective Presentations
EPIC Education Program Innovations Center 2004 — 2004
Effective Technical Proposal Writing
CSA 2003 — 2003
Implementing the Privacy Code Seminar
QMI 2003 — 2003
Certificate of Training - ISO 14001 EMS Essentials
Canadian Kennel Club 2013 - Present
CSA Group May 2010 - 2012
Canadian Standards Association September 2007 - May 2010
Canadian Standards Association 2001 - 2007
Canadian Standards Association 1998 - 2001
Independent Consulting 1997 - 1998
National Trust Company 1995 - 1997
Skills
E-commerce, Project Management, Business Analysis, SEO, Google Analytics, Usability, Team Building, Strategic Planning, Google Adwords, User-centered Design, Department Budgeting, Motivation, Conversion Optimization, Website Merchandising, KPI implementation, Email Marketing, Social Media, PPC, Content Management, Reporting & Analysis, User Experience, Change Management, Process Improvement, Marketing, Management, Training, Strategy, Leadership, Web Analytics, Analysis, Online Marketing, Web Project Management, SEM, Integrated Marketing, CMS, Advertising, Business Intelligence, User Interface Design, Business Strategy, Business Planning, Requirements Gathering, Usability Testing, Team Management, Online Advertising, Enterprise Software, CRM, SaaS, Lead Generation, Digital Strategy, Strategic Partnerships
Education
University of Toronto - University of St. Michael's College
BA, Urban Studies
University of San Francisco 2012 — 2012
Master Certificate in Internet Marketing, 13.50 CEU
Bentley University
Usability Boot Camp
University of Toronto - Professional Development Centre 2004 — 2004
Certificate of Completion, Comprehensive Project Management Seminar
Canadian Management Centre 2004 — 2004
Strategies for Developing Effective Presentations
EPIC Education Program Innovations Center 2004 — 2004
Effective Technical Proposal Writing
CSA 2003 — 2003
Implementing the Privacy Code Seminar
QMI 2003 — 2003
Certificate of Training - ISO 14001 EMS Essentials
Sean Latimer Sean Latimer's National Trust Company Experience 1988 - 1995
Job Owner, Sean Latimer, B.Comm; CA (SA); MA; RCC
Industry Mental Health Care
Experience
Sean Latimer, MA;RCC Enterprise Risk LeaderAviva Canada1996 - 2001
National Trust Company 1988 - 1995
Skills
Singing, Psychotherapy, Personal Development, Stress Management, Mental Health, Program Development, Mental Health Counseling, Music
Education
Trinity Western University Graduate Studies 2004 — 2006
Sean Latimer, MA;RCC Enterprise Risk LeaderAviva Canada1996 - 2001
National Trust Company 1988 - 1995
Skills
Singing, Psychotherapy, Personal Development, Stress Management, Mental Health, Program Development, Mental Health Counseling, Music
Education
Trinity Western University Graduate Studies 2004 — 2006
Rosemary Skiba MBA, CFP, CIM, FCSI Rosemary Skiba MBA, CFP, CIM, FCSI's National Trust Company Experience 1990 - 1997
Job Senior Manager, Securities Aggregation at Scotiabank
Industry Financial Services
Experience
Scotiabank November 2011 - Present
Scotiabank September 2010 - November 2011
Scotia Asset Management L.P- Scotia Private Client Group June 1997 - September 2010
National Trust Company 1990 - 1997
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Wealth Management, Equities, Fixed Income, Compliance, Personal Financial..., Writing, Trading, Investment Management, Investment Strategies, Financial Risk, Capital Markets, Retirement Planning, Asset Management, Financial Services, Investment Advisory, AML, Wealth, Estate Planning, High Net Worth..., Private Banking, Insurance, Asset Allocation, Financial Advisory, Banking, Relationship Management
Education
Dalhousie University 2004 — 2011
MBA, Financial Services
University of Toronto, Victoria College 1986 — 1993
Hon B.A., English and History
Industry Designations
Investments and Securities, Estate Planning and Investment Dealer Compliance
Scotiabank November 2011 - Present
Scotiabank September 2010 - November 2011
Scotia Asset Management L.P- Scotia Private Client Group June 1997 - September 2010
National Trust Company 1990 - 1997
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Wealth Management, Equities, Fixed Income, Compliance, Personal Financial..., Writing, Trading, Investment Management, Investment Strategies, Financial Risk, Capital Markets, Retirement Planning, Asset Management, Financial Services, Investment Advisory, AML, Wealth, Estate Planning, High Net Worth..., Private Banking, Insurance, Asset Allocation, Financial Advisory, Banking, Relationship Management
Education
Dalhousie University 2004 — 2011
MBA, Financial Services
University of Toronto, Victoria College 1986 — 1993
Hon B.A., English and History
Industry Designations
Investments and Securities, Estate Planning and Investment Dealer Compliance
Rod Clifton Rod Clifton's National Trust Company Experience February 1995 - July 1996
Job Senior Analyst,Trade Support at NBCN
Industry Financial Services
Experience
Maple Securities Canada Ltd October 1999 - November 2012
First Marathon Securities Ltd July 1996 - September 1999
National Trust Company February 1995 - July 1996
Citicore Associates Real Estate Ltd January 1989 - December 1994
Education
The University of Calgary 1984 — 1987
Bachelor of Arts (BA), Geography
Canadian Securities Institute
Canadian Securities Course, Options Course
Lawrence Park CI
9-13
Blythwood PS
Maple Securities Canada Ltd October 1999 - November 2012
First Marathon Securities Ltd July 1996 - September 1999
National Trust Company February 1995 - July 1996
Citicore Associates Real Estate Ltd January 1989 - December 1994
Education
The University of Calgary 1984 — 1987
Bachelor of Arts (BA), Geography
Canadian Securities Institute
Canadian Securities Course, Options Course
Lawrence Park CI
9-13
Blythwood PS
Jim Forbom Jim Forbom's National Trust Company Experience 1977 - 1979
Job Retired
Industry Financial Services
Experience
None March 2014 - Present
Foss National Leasing January 2013 - March 2014
Foss National Leasing February 2008 - December 2012
Foss National Leasing November 2006 - February 2008
Foss National Leasing January 2002 - October 2006
Foss National Leasing May 1996 - December 2001
Foss National Leasing December 1990 - May 1996
McCullagh Leasing Roseville MI December 1979 - December 1989
National Trust Company 1977 - 1979
Cambrian Broadcasting - CKSO AM & TV and CIGM FM 1970 - 1977
Skills
Purchasing, Fleet Management, Risk Management, Product Development, Customer Satisfaction, Automobile, Customer Retention, Automotive, Account Management, Inventory Management, Team Building, Sales, Strategic Planning, Negotiation, New Business Development, Budgets, Customer Service, Marketing, Vehicles, Parts, CRM, Strategy, Leadership, Training, Sales Process, B2B
Education
Laurentian University/Université Laurentienne 1973 — 1977
None March 2014 - Present
Foss National Leasing January 2013 - March 2014
Foss National Leasing February 2008 - December 2012
Foss National Leasing November 2006 - February 2008
Foss National Leasing January 2002 - October 2006
Foss National Leasing May 1996 - December 2001
Foss National Leasing December 1990 - May 1996
McCullagh Leasing Roseville MI December 1979 - December 1989
National Trust Company 1977 - 1979
Cambrian Broadcasting - CKSO AM & TV and CIGM FM 1970 - 1977
Skills
Purchasing, Fleet Management, Risk Management, Product Development, Customer Satisfaction, Automobile, Customer Retention, Automotive, Account Management, Inventory Management, Team Building, Sales, Strategic Planning, Negotiation, New Business Development, Budgets, Customer Service, Marketing, Vehicles, Parts, CRM, Strategy, Leadership, Training, Sales Process, B2B
Education
Laurentian University/Université Laurentienne 1973 — 1977
Marcel Schroder's National Trust Company Experience 1986 - 1990
Job Global Wealth Management Executive with expertise in Asset Management and Pensions
Industry Financial Services
Experience
Scotiabank 2010 - 2015
Scotiabank February 2007 - 2010
Scotiabank 2002 - 2007
Scotiabank 1998 - 2002
BMO Financial Group February 1996 - February 1998
Laurentian Bank 1993 - 1996
Prenor Trust Company 1990 - 1993
National Trust Company 1986 - 1990
Skills
Banking, Investments, Wealth Management, Mutual Funds, Asset Managment, Wealth Management..., Investment Advisory, Pensions, Portfolio Management, Finance, Strategic Financial..., Financial Modeling, Fixed Income, Equities, Securities, Asset Allocation, Risk Management, Investment Strategies, Asset Management, Financial Advisory, Financial Planning, Financial Services
Education
Ivey Business School at Western University 2007 — 2007
Ivey Executive Development, Executive Leadership
Western University 1982 — 1985
Bachelor's Degree, Economics
Scotiabank 2010 - 2015
Scotiabank February 2007 - 2010
Scotiabank 2002 - 2007
Scotiabank 1998 - 2002
BMO Financial Group February 1996 - February 1998
Laurentian Bank 1993 - 1996
Prenor Trust Company 1990 - 1993
National Trust Company 1986 - 1990
Skills
Banking, Investments, Wealth Management, Mutual Funds, Asset Managment, Wealth Management..., Investment Advisory, Pensions, Portfolio Management, Finance, Strategic Financial..., Financial Modeling, Fixed Income, Equities, Securities, Asset Allocation, Risk Management, Investment Strategies, Asset Management, Financial Advisory, Financial Planning, Financial Services
Education
Ivey Business School at Western University 2007 — 2007
Ivey Executive Development, Executive Leadership
Western University 1982 — 1985
Bachelor's Degree, Economics
Rainer Henri Worm's National Trust Company Experience January 1981 - January 1985
Job Technical Specialist
Industry Information Technology and Services
Experience
Canadian Tire September 1999 - February 2009
Canadian Tire Corp. January 1997 - September 1998
ROGERS WIRELESS LIMITED January 1996 - January 1997
CITIBANK CANADA LIMITED January 1989 - January 1996
CANADIAN DEPOSITORY FOR SECURITIES January 1988 - January 1989
LAURENTIAN FIANANCIAL SERVICES January 1987 - January 1988
Commercial Union January 1985 - January 1987
NATIONAL TRUST COMPANY January 1981 - January 1985
Education
Seneca College of Applied Arts and Technology
Canadian Tire September 1999 - February 2009
Canadian Tire Corp. January 1997 - September 1998
ROGERS WIRELESS LIMITED January 1996 - January 1997
CITIBANK CANADA LIMITED January 1989 - January 1996
CANADIAN DEPOSITORY FOR SECURITIES January 1988 - January 1989
LAURENTIAN FIANANCIAL SERVICES January 1987 - January 1988
Commercial Union January 1985 - January 1987
NATIONAL TRUST COMPANY January 1981 - January 1985
Education
Seneca College of Applied Arts and Technology
Cindy Stanleigh's National Trust Company Experience 1994 - 1994
Job CEO, Cocobananaz
Industry Nonprofit Organization Management
Experience
cocobananaz October 2014 - Present
Stanleigh Press October 2014 - Present
give-itz.com January 2009 - January 2014
The Documentary Organization of Canada (DOC) 2012 - 2012
The Psychology Foundation of Canada 2011 - 2012
Camp Winston/Pine Bay Foundation 2003 - 2012
The SIDS Foundation 2001 - 2003
The Migraine Association of Canada 1995 - 1999
National Trust Company 1994 - 1994
The Canadian Peace Alliance 1990 - 1993
Skills
Non-profits, Social Media, Fundraising, Community Outreach, Community Development, Event Planning, Grant Writing, Public Speaking, Event Management, Public Relations, Editing, Program Development, Corporate Social..., Strategic Planning, Research, Marketing Communications, Strategic Communications, Social Media Marketing, Organizational..., Media Relations, Brand Development, Advertising, Marketing Strategy, Nonprofits, Strategy, Marketing, Copy Editing, Entrepreneurship, Leadership, Grants, Philanthropy, Proposal Writing, Business Development, Newsletters, Management, Social Networking, Blogging, Sponsorship, Copywriting, Online Marketing, Press Releases, Social Entrepreneurship, Corporate Communications, Email Marketing, Facebook
Education
British Columbia Institute of Technology / BCIT
marketing, advertising, financial management, accounting
cocobananaz October 2014 - Present
Stanleigh Press October 2014 - Present
give-itz.com January 2009 - January 2014
The Documentary Organization of Canada (DOC) 2012 - 2012
The Psychology Foundation of Canada 2011 - 2012
Camp Winston/Pine Bay Foundation 2003 - 2012
The SIDS Foundation 2001 - 2003
The Migraine Association of Canada 1995 - 1999
National Trust Company 1994 - 1994
The Canadian Peace Alliance 1990 - 1993
Skills
Non-profits, Social Media, Fundraising, Community Outreach, Community Development, Event Planning, Grant Writing, Public Speaking, Event Management, Public Relations, Editing, Program Development, Corporate Social..., Strategic Planning, Research, Marketing Communications, Strategic Communications, Social Media Marketing, Organizational..., Media Relations, Brand Development, Advertising, Marketing Strategy, Nonprofits, Strategy, Marketing, Copy Editing, Entrepreneurship, Leadership, Grants, Philanthropy, Proposal Writing, Business Development, Newsletters, Management, Social Networking, Blogging, Sponsorship, Copywriting, Online Marketing, Press Releases, Social Entrepreneurship, Corporate Communications, Email Marketing, Facebook
Education
British Columbia Institute of Technology / BCIT
marketing, advertising, financial management, accounting
Gord Connon's National Trust Company Experience 1990 - 1996
Job Special Case Consultant at Manulife Financial
Industry Insurance
Experience
Manulife Financial 1996 - Present
National Trust Company 1990 - 1996
Government of the Northwest Territories 1985 - 1990
Education
Conestoga College 1982 — 1985
Business Administration, Management Studies
Manulife Financial 1996 - Present
National Trust Company 1990 - 1996
Government of the Northwest Territories 1985 - 1990
Education
Conestoga College 1982 — 1985
Business Administration, Management Studies
Garth Laurie's National Trust Company Experience 1984 - 1986
Job Senior Engagement Manager at Capgemini
Industry Financial Services
Experience
Humber College 2013 - Present
Capgemini 2011 - Present
CarringtonLaurie Consultants 2001 - Present
AEGON Canada / Transamerica Life Canada 2009 - 2011
MacGillivray Chartered Accountants 2008 - 2009
Primerica Financial Services 1995 - 2001
Unitel Communications Inc. 1994 - 1995
Aetna 1991 - 1994
KPMG 1986 - 1991
National Trust Company 1984 - 1986
Skills
Strategy, Strategic Planning, Financial Modeling, Problem Solving, Lean Six Sigma, Financial Analysis, Financial Reporting, Internal Controls, Accounting, Finance, IFRS, Change Management, Process Improvement, Leadership, Managerial Finance, Management Consulting, Analysis, Corporate Finance, Performance Management, Project Management, Team Building, Cash Management, Sarbanes-Oxley Act, Continuous Improvement, SAP Implementation, Finance and Accounting..., Financial Forecasting, Cash Flow Forecasting, Business Valuation, Regulatory Requirements, Regulatory Filings, Process Management, Facilities Management, Contract Negotiation, Board Relations, Capital Budgeting, Increased Profitability, Corporate Governance, SOX Compliancy, Forecasting
Education
Ivey Business School at Western University 2001 — 2003
Master of Business Administration (MBA), Business Administration, Management and Operations
Queen's University 2001 — 2001
Business Administration, Management and Operations
Institute of Chartered Accountants of Ontario / Canadian Institute of Chartered Accountatnts
Chartered Accountant (C.P.A. / C.A.), Accounting
University of Windsor
BComm, Honours Business Administration - Finance
Humber College 2013 - Present
Capgemini 2011 - Present
CarringtonLaurie Consultants 2001 - Present
AEGON Canada / Transamerica Life Canada 2009 - 2011
MacGillivray Chartered Accountants 2008 - 2009
Primerica Financial Services 1995 - 2001
Unitel Communications Inc. 1994 - 1995
Aetna 1991 - 1994
KPMG 1986 - 1991
National Trust Company 1984 - 1986
Skills
Strategy, Strategic Planning, Financial Modeling, Problem Solving, Lean Six Sigma, Financial Analysis, Financial Reporting, Internal Controls, Accounting, Finance, IFRS, Change Management, Process Improvement, Leadership, Managerial Finance, Management Consulting, Analysis, Corporate Finance, Performance Management, Project Management, Team Building, Cash Management, Sarbanes-Oxley Act, Continuous Improvement, SAP Implementation, Finance and Accounting..., Financial Forecasting, Cash Flow Forecasting, Business Valuation, Regulatory Requirements, Regulatory Filings, Process Management, Facilities Management, Contract Negotiation, Board Relations, Capital Budgeting, Increased Profitability, Corporate Governance, SOX Compliancy, Forecasting
Education
Ivey Business School at Western University 2001 — 2003
Master of Business Administration (MBA), Business Administration, Management and Operations
Queen's University 2001 — 2001
Business Administration, Management and Operations
Institute of Chartered Accountants of Ontario / Canadian Institute of Chartered Accountatnts
Chartered Accountant (C.P.A. / C.A.), Accounting
University of Windsor
BComm, Honours Business Administration - Finance
K. Daniel Hamilton STI, CFP, CIM's National Trust Company Experience 1997 - 1998
Job Portfolio Manager, MD Private Investment Counsel
Industry Financial Services
Experience
MD Physician Services 1998 - Present
National Trust Company 1997 - 1998
Montreal Trust Company 1988 - 1997
Skills
Strategic Financial..., Investment Strategies, Financial Services, Management, Wealth Management, Retirement Planning, Portfolio Management, Finance, Asset Allocation, Team Leadership, Investment Advisory, Mutual Funds, Investments, High Net Worth..., Wealth Management...
Education
Concordia University 1980 — 1983
Bachelor of Commerce
Concordia University 1979 — 1983
Bachelor of Commerce
MD Physician Services 1998 - Present
National Trust Company 1997 - 1998
Montreal Trust Company 1988 - 1997
Skills
Strategic Financial..., Investment Strategies, Financial Services, Management, Wealth Management, Retirement Planning, Portfolio Management, Finance, Asset Allocation, Team Leadership, Investment Advisory, Mutual Funds, Investments, High Net Worth..., Wealth Management...
Education
Concordia University 1980 — 1983
Bachelor of Commerce
Concordia University 1979 — 1983
Bachelor of Commerce