NEI Investments

Industry: Company

Description

Founded: 2007 Parent organization: Aviso Wealth Inc. Subsidiary: Northwest Funds

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

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NEI Investments Employees

Employee
Years
Job
Industry
Vincent Yu, CFA Vincent Yu, CFA Toronto, Canada Area Details
Vincent Yu, CFA's NEI Investments Experience April 2013 - June 2015
Job Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2015 - Present
NEI Investments   April 2013 - June 2015
NEI Investments   2010 - 2013
NEI Investments   2008 - 2010
NEI Investments   2007 - 2008

Skills
Financial Services, Portfolio Management, Securities, Investments, Asset Managment, Investment Strategies, Wealth Management, Equities, Strategic Financial..., Mutual Funds, Risk Management, Investment Management, Wealth, Financial Advisory, Fixed Income, Asset Allocation, Retirement Planning, Alternative Investments, Asset Management

Education
CFA Institute
CFA Charterholder

CFA Institute
CIPM Designation

The University of British Columbia   2004 — 2007
Bachelor of Commerce (Honours), Finance

The University of British Columbia   2000 — 2004
Bachelor of Science, Animal Biology

Aaron Teelucksingh Aaron Teelucksingh Toronto, Canada Area Details
Aaron Teelucksingh's NEI Investments Experience May 2014 - August 2014
Job Vice President of Finance | YorkU, World University Service of Canada (WUSC)
Industry Financial Services
Experience
World University Service of Canada (WUSC - EUMC)   May 2014 - Present
Schulich Accounting Society   April 2014 - Present
TROIANO   April 2014 - November 2014
NEI Investments   May 2014 - August 2014
Undergraduate Business Council  April 2013 - March 2014
NEI Investments   May 2013 - September 2013
Canadian Breast Cancer Society   October 2012 - August 2013
Self-Employed  June 2012 - June 2013
York Symphony Orchestra  February 2008 - June 2013

Skills
Leadership, Teamwork, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Investments

Education
The Hong Kong University of Science and Technology   2015 — 2015
Bachelor's Degree, International Business Exchange Term

Schulich School of Business   2012 — 2015
International Bachelor of Business Administration (iBBA)

Toronto Waldorf School   2008 — 2012
Ontario High School Diploma

Gordon Laight Gordon Laight Ottawa, Canada Area Details
Gordon Laight's NEI Investments Experience February 2015 - Present
Job Vice President Sales at NEI Investments
Industry Financial Services
Experience
NEI Investments   February 2015 - Present
Investment Planning Counsel / IPC Portfolio Services   September 2013 - February 2015
RBC Global Asset Management  April 2011 - June 2013
Franklin Templeton Investments  April 2004 - March 2011
AIC Limited  2001 - 2004
Bayside Management Consultants (Nassau)   1996 - 2001
Fidelity Investments Canada Ltd.  1991 - 1995

Skills
Investments, Asset Management, Problem Solving, Mutual Funds, Mentoring, Securities, Public Speaking, Wealth Management, New Business Development, Asset Managment, Estate Planning, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Asset Allocation, Business Development, Separately Managed..., Alternative Investments, Wealth, ETFs, Relationship Building, Sales Management, Sales & Marketing...

Education
Concordia University

Adam Goldberg Adam Goldberg Montreal, Canada Area Details
Adam Goldberg's NEI Investments Experience February 2010 - August 2011
Job Regional Sales Associate
Industry Financial Services
Experience
O'Leary Funds  August 2012 - Present
NEI Investments   February 2010 - August 2011
AIC  June 2008 - October 2008
CIBC Wood Gundy  January 2007 - June 2008

Skills
Mutual Funds, Investment Advisory, Stocks, Bonds, Financial Planning, Investments, Strategic Planning, Portfolio Management, Customer Relations, Asset Management, Fixed Income, New Business Development, French, Insurance, Risk Management, Securities, Wealth Management, Asset Managment, Strategic Financial..., Financial Services, Investment Strategies, Business Development, Customer Service

Education
CSI   2007 — 2007
Conduct and Practices Handbook, Finance

CSI   2006 — 2006
Canadian Securities Course, Finance

Concordia University   1997 — 2002
BA, Political Science

Stephen Brode Stephen Brode Ottawa, Canada Area Details
Stephen Brode's NEI Investments Experience September 2011 - November 2012
Job Regional Vice President/TCE Specialist
Industry Financial Services
Experience
Investment Planning Counsel  March 2015 - Present
NEI Investments   September 2011 - November 2012
Qtrade Financial Group  May 2010 - May 2011
Queensbury Strategies Inc.   May 2009 - May 2010
TD Asset Management  2006 - 2008
Front Street Capital   2001 - 2006
SVC O'Donnell   1997 - 1999

Skills
Mutual Funds, Investments, Financial Advisory, Portfolio Management, Asset Management, Wealth Management, Risk Management, Securities, Analysis, Retirement Planning, Wealth, Investment Strategies, Alternative Investments, Financial Services, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Sales, ETFs, Investment Management, Equities, Relationship Management, Fixed Income, Business Development, Hedge Funds, Wealth Management..., Trading, Financial Markets, Funding, Financial Planning

Education
Carleton University   1992 — 1996
Economics

Grant Patterson Grant Patterson Toronto, Canada Area Details
Grant Patterson's NEI Investments Experience March 2014 - Present
Job Vice President Compliance at NEI Investments
Industry Investment Management
Experience
NEI Investments   March 2014 - Present
Excel Funds Management Inc.  September 2011 - March 2014
Excel Funds Management Inc.  2011 - 2011
McLean Budden  May 2005 - December 2010
McLean Budden  May 2000 - December 2010
BMO Nesbitt Burns  May 1998 - May 2000

Skills
Mutual Funds, Securities, Investment Management, Equities, Trading, Due Diligence, Strategic Planning, AML, Finance, Financial Risk, Investments, Wealth Management, Team Building, Analysis, Financial Services, Fixed Income, Investment Advisory, Asset Management, Investment Strategies, Hedge Funds, Capital Markets, Alternative Investments, Asset Allocation, FINRA, Portfolio Management, Financial Markets, ETFs

Education
Laurentian University/Université Laurentienne   1991 — 1996
Bachelor of Arts

MSS

Sasha Hodder, MBA Sasha Hodder, MBA Jacksonville, Florida Details
Sasha Hodder, MBA's NEI Investments Experience 2011 - August 2014
Job 2017 JD Candidate at Florida Coastal School of Law
Industry Law Practice
Experience
Florida Coastal School of Law  August 2014 - Present
Florida Coastal School of Law  2015 - 2015
Florida Coastal School of Law  2015 - 2015
NEI Investments   2011 - August 2014
Xerox  November 2010 - May 2011
Net Impact  November 2009 - August 2010
Wilfrid Laurier University  August 2009 - August 2010
Wifrid Laurier   2010 - 2010
Franklin Templeton Investments  January 2008 - June 2009
TD Bank  January 2007 - January 2008

Skills
Investments, Mutual Funds, Management, Financial Analysis, Strategic Financial..., Wealth Management, Investment Strategies, Investment Management, Relationship Management, Leadership, Portfolio Management, Equities, Investment Advisory, Securities, Finance, Business Development, Financial Modeling, Financial Services, Strategy, Sales, Retirement Planning, Financial Advisory, Asset Allocation, Fixed Income, Financial Planning

Education
Wilfrid Laurier University   2009 — 2010
MBA, Environmental Management

The University of Western Ontario   2001 — 2005
Bachelors of Administrative and Commercial Studies, Finance

Queen Elizabeth High School   1997 — 2000
High School

Florida Coastal School of Law

Florida Coastal School of Law

Karima Esmail Shajani Karima Esmail Shajani Toronto, Canada Area Details
Karima Esmail Shajani's NEI Investments Experience January 2008 - July 2011
Job Communications Project Manager at Ontario Ministry of Health and LongTerm Care
Industry Public Relations and Communications
Experience
Ontario Ministry of Health and Long-Term Care  May 2015 - Present
Ontario Ministry of Health and Long-Term Care  September 2013 - Present
Seneca College  July 2014 - August 2014
ProEdge Media Corp.   January 2012 - November 2012
City of Toronto  August 2011 - December 2011
NEI Investments   January 2008 - July 2011
Innovest Strategic Value Advisors  December 2005 - December 2007
Toronto District School Board  May 2002 - September 2002

Skills
Strategic Communications, Corporate Communications, Press Releases, Editing, Public Speaking, Policy Analysis, Communications Planning, Corporate Social..., Sustainability, Speech Writing, Report Writing, Research, Newsletters, Stakeholder Engagement, Sustainability Reporting, Research & Analysis, Investor Relations, French, Leadership, Media Relations, Policy, Community Development, Proposal Writing, Attention To Detail, Sustainable Investing, Creative Problem Solving, Internal Communications, Socially Responsible..., Sustainable Development, Community Engagement, Typepad, Social Media, Wordpress, Twitter, Blogging, Project Management, Strategy, Public Relations, Strategic Planning, Writing

Education
Seneca College of Applied Arts and Technology
Ontario Graduate Certificate, Corporate Communications

Ryerson University
MASc, Environomental Applied Science & Management

Ryerson University
BURPl (Hons.), Urban & Regional Planning

Bruce Norgren Bruce Norgren Toronto, Canada Area Details
Bruce Norgren's NEI Investments Experience November 2008 - January 2014
Job Senior Manager, AML Compliance at Western Union Financial Services (Canada)
Industry Financial Services
Experience
Western Union Financial Services (Canada)   July 2015 - Present
BMO Global Asset Management  January 2014 - February 2015
NEI Investments   November 2008 - January 2014
RBC Capital Markets  October 2007 - November 2008
Manulife Financial  June 2001 - September 2005
Manulife Securities (a subsidiary of Manulife Financial)   June 1999 - September 2005
Manulife Financial  June 1997 - June 1999
Manulife Securities  May 1994 - June 1996
Manulife Financial  June 1989 - June 1994

Skills
Compliance, Risk Management, Policy, Investments, Mutual Funds, Insurance, Corporate Governance, Asset Management, Securities, Strategic Planning, Due Diligence, AML, Change Management, Team Building, Executive Management, Asset Managment, Governance, Wealth Management, Investment Advisory, Portfolio Management, Investment Management, Financial Risk, Banking

Education
Canadian Securities Institute   2008 — 2008
Chief Compliance Officers Qualifying Exam, Investment Dealer Compliance

Canadian Securities Institute   2002 — 2002
Partners, Directors & Senior Officers

Canadian Securities Institute   1996 — 1996
Canadian Securities Course

Investment Funds Institute of Canada   1994 — 1994
Officers, Partners, Directors

Wilfrid Laurier University   1988 — 1990
MBA

Life Office Management Association   1983 — 1985
FLMI, Insurance

Dalhousie University   1979 — 1983
B.Comm

Diane Borges Diane Borges Montreal, Canada Area Details
Diane Borges's NEI Investments Experience April 2012 - March 2014
Job Branch Manager at BMO
Industry Banking
Experience
BMO Financial Group  May 2015 - Present
BMO Financial Group  March 2014 - Present
NEI Investments   April 2012 - March 2014
Bank of Montreal  November 2011 - April 2012
BMO Financial Group  August 2009 - October 2011

Skills
Investments, Mutual Funds, Portfolio Management, Banking, Wealth Management, Credit, Mortgage Lending, Retirement Planning, Loans, Business Development, Retirement, Financial Services, Strategic Financial..., Wealth, Strategic Planning, Retail Banking, Investment Advisory

Education
Université de Montréal

Nadine Djimbi Ayaba Nadine Djimbi Ayaba Toronto, Canada Area Details
Nadine Djimbi Ayaba's NEI Investments Experience June 2015 - Present
Job Bilingual Business Development Manager at NEI Investments
Industry Financial Services
Experience
NEI Investments   June 2015 - Present
NEI Investments   April 2015 - June 2015
NEI Investments   January 2014 - April 2015
NEI Investments   October 2010 - January 2014
IFDS  July 2008 - October 2010

Skills
Bilingual-Fluent..., French, English, Investments, Customer Service, Mutual Funds, Microsoft Excel, PowerPoint, Analysis, Time Management, Financial Planning, Microsoft Office

Education
Canadian Securities Course   2011 — 2012
Certificate, Mutual funds

Everest College
Diploma, banking & Financial Services

University of Ottawa / Université d'Ottawa
Bsc in Mathematics and Economics

Omar Dominguez Omar Dominguez Vancouver, Canada Area Details
Omar Dominguez's NEI Investments Experience July 2011 - October 2014
Job Director of operations and sustainability at Happy City
Industry Architecture & Planning
Experience
Happy City   October 2014 - Present
NEI Investments   July 2011 - October 2014
Coalition of Universities for Responsible Investing   April 2009 - February 2014
Jantzi Sustanalytics   May 2010 - September 2010
Treasury Department, University of British Columbia   December 2007 - February 2010
Vancouver Coastal Health  April 2004 - September 2007
Empire Landmark Hotel   2003 - 2004

Skills
Corporate Social..., Strategy, Sustainable Development, Stakeholder Engagement, Sustainability, Management, Community Development, Policy Analysis, Leadership, Analysis, Governance, Strategic Planning, Socially Responsible..., Risk Management, Project Planning, Project Management, Policy, Nonprofits

Education
The University of British Columbia   2007 — 2010
MA, Community development and social planning

Technological Institute of Monterrey   1995 — 2000
BA International Commerce

David O’Brien Centre for Sustainable Enterprise, Concordia University   2013 — 2014
Sustainable Investment Professional Certification

Edumine   2013 — 2013
Mining Fundamentals, Mining

Indigenous Corporate Training Inc.   2013 — 2013
Working Effectively with Aboriginal Peoples, First Nations Issues

Investment Funds Institute of Canada
Canadian Investment Funds Certificate

Jay Taylor Jay Taylor Toronto, Canada Area Details
Jay Taylor's NEI Investments Experience June 2014 - Present
Job Vice President, Sales, Atlantic Canada, NEI Investments
Industry Financial Services
Experience
NEI Investments   June 2014 - Present
CI Investments Inc.  April 2011 - June 2014
CI Investments Inc.  September 2009 - March 2011
GFI Group  April 2008 - October 2008

Skills
Investment Strategies, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Financial Advisory, Financial Services, Investment Advisory, Management, Portfolio Management, Retirement Planning, Trading, Securities, Retirement, Finance, Financial Planning

Education
Brock University   2004 — 2008
Undergraduate, Economics

George Brown College

Leaside Highschool

University of Toronto

Stephan Fernandes Stephan Fernandes Toronto, Canada Area Details
Stephan Fernandes's NEI Investments Experience January 2001 - Present
Job AVP, Service & Special Projects at NEI Investments
Industry Financial Services
Experience
NEI Investments   January 2001 - Present
TD Shareholder Services   March 1998 - May 2001
IFDS  January 1995 - March 1998

Skills
Mutual Funds, Investments, French, Wealth Management, Equities, Asset Management, Relationship Management, Investment Strategies, Portfolio Management, Investment Management, Securities, Strategic Financial..., Fixed Income, Investment Advisory, Financial Services, Retirement Planning, Asset Allocation

Education
Brock University   1988 — 1993
Honours BA, majors in Finance & French

Chris Nickerson Chris Nickerson Toronto, Canada Area Details
Chris Nickerson's NEI Investments Experience January 2011 - Present
Job SVP, Sales and Distribution at NEI Investments
Industry Financial Services
Experience
NEI Investments   January 2011 - Present
Hartford Investments Inc   November 2007 - December 2010
Franklin Templeton Investments  March 2002 - November 2007

Skills
Strategic Planning, Mutual Funds, Portfolio Management, Asset Management, Sales Management, Product Development, Negotiation, Investments, Wealth Management, Asset Managment, Securities, Wealth, Investment Management, Strategic Financial..., Retirement Planning, Alternative Investments, Asset Allocation, Business Development, Investment Advisory, Financial Advisory, High Net Worth..., Investment Strategies, Hedge Funds, Equities, Financial Services, Relationship Management, Fixed Income, Separately Managed..., Retirement, Financial Markets, ETFs, Wealth Management..., Series 63, Insurance, Series 7, Bonds, Pensions, Risk Management, Fixed Annuities, Trading, Banking, Financial Planners, Life Insurance, Mortgage Lending, Credit, Financial Analysis, FINRA, Capital Markets, Strategy, Structured Products

Education
The University of Western Ontario - Richard Ivey School of Business   2013 — 2014
Master of Business Administration (MBA)

Rosa van den Beemt Rosa van den Beemt Toronto, Canada Area Details
Rosa van den Beemt's NEI Investments Experience October 2015 - Present
Job ESG Analyst at NEI Investments
Industry Financial Services
Experience
NEI Investments   October 2015 - Present
NEI Investments   January 2014 - Present
NEI Investments   July 2012 - December 2013
Hogeschool van Amsterdam  June 2011 - December 2011
World Agroforestry Centre  February 2010 - May 2010

Skills
Corporate Social..., Sustainability, Sustainable Development, Stakeholder Engagement, Qualitative Research, Policy Analysis, Environmental Awareness, Sustainability Reporting, Socially Responsible..., Research, Proxy Voting, Corporate Governance

Education
University of Amsterdam   2009 — 2011
Master's Degree

University of Amsterdam   2005 — 2009
Bachelor's Degree

Wolfert van Borselen   1999 — 2005
High School

Francis Li Francis Li Toronto, Canada Area Details
Francis Li's NEI Investments Experience October 2010 - June 2012
Job Email Campaign Specialist at Rapp/DDB Canada
Industry Internet
Experience
Track DDB  June 2015 - July 2015
Advocis  2012 - 2014
NEI Investments   October 2010 - June 2012
Random House of Canada Limited  March 2009 - October 2009
BMO Learning Institute  September 2008 - January 2009
BMO Capital Markets  September 2007 - January 2008
Schneider Electric  May 2006 - April 2007
Lafarge  October 2004 - December 2005

Skills
Email Marketing, Digital Marketing, Web Analytics, Google Analytics, Web Content Management, Adobe Creative Suite, Microsoft Office, SharePoint, HTML, CSS, Google Adwords, SEO, jQuery, Windows 7, Mac OS X, Online Research, Social Media, Asset Managment, Investments, Web 2.0

Education
Ryerson University   2000 — 2003
Bacholor of Commerce, Information Technology Management

Centennial College   1996 — 2000
Computer Programmer/Analyst

Jeremy Peng, CFA Jeremy Peng, CFA Toronto, Canada Area Details
Jeremy Peng, CFA's NEI Investments Experience September 2012 - Present
Job
Industry Investment Management
Experience
NEI Investments   September 2012 - Present
Mercer  April 2012 - September 2012
HSBC Global Asset Management  March 2010 - March 2012
Fidelity Investments  October 2009 - March 2010
Russell Investments  October 2006 - April 2009

Skills
Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Pensions

Education
Dalhousie University   2004 — 2006
MBA

University of Toronto   1999 — 2003
BASc

CFA society

business writing class

business writing class

Robert Torrance, CFP, FMA Robert Torrance, CFP, FMA Vancouver, Canada Area Details
Robert Torrance, CFP, FMA's NEI Investments Experience March 2011 - Present
Job V.P., Sales
Industry Financial Services
Experience
NEI Investments   March 2011 - Present

Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Insurance, Public Speaking, Risk Management, Analysis, Financial Services, Retirement, Relationship Management, Investment Advisory, Equities, Strategic Partnerships, Securities, Financial Advisory, Investment Management, Leadership, Portfolio Management, Investment Strategies, Business Development, Asset Management, Wealth, Wealth Management..., Estate Planning, Alternative Investments, Fixed Income, ETFs, Fixed Annuities, Financial Planners, Asset Allocation, Banking, Financial Markets, Separately Managed..., Credit, Hedge Funds, Bonds, Certified Financial..., High Net Worth..., Pensions, Valuation, Options, Critical Illness, Life Insurance, Financial Analysis, Financial Planning

Education
British Columbia Institute of Technology   2002 — 2004
Financial Management Diploma, Financial Management

Emily Kanellakis Emily Kanellakis Toronto, Canada Area Details
Emily Kanellakis's NEI Investments Experience April 2013 - May 2015
Job Investment Marketing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2015 - Present
Athan's Gift Foundation   August 2011 - Present
NEI Investments   April 2013 - May 2015
Arrow Capital Management Inc.  October 2002 - February 2013
The National Ballet of Canada  2005 - 2007
Hedge Funds Care  2005 - 2007
AIMA   2004 - 2006
BMO  1996 - 2000

Skills
Hedge Funds, Marketing Strategy, Marketing Communications, Online Marketing, Alternative Investments, Corporate Communications, Public Relations, Social Media, SEO, Advertising, Copywriting, Event Management, Excel, Social Media Marketing, Email Marketing, Website development, Collateral Material..., Social Media Strategist, Online Advertising, Fundraising, Sponsorship, Digital Marketing, Direct Marketing, Website Development, Marketing, Management, Investments, Business Development, Strategy, Strategic Planning, Sales, Leadership, Social Networking, Entrepreneurship, Event Planning, Business Strategy, Customer Service, Brand Development, Integrated Marketing, Strategic Partnerships, Strategic Communications

Education
The University of Lethbridge   2000 — 2002
Bachelor of Management, Marketing

Southern Alberta Institute of Technology   1997 — 2000
Business Administration, Accounting, Marketing

Dominique Wathen Dominique Wathen Vancouver, Canada Area Details
Dominique Wathen's NEI Investments Experience April 2015 - Present
Job Sales Associate at NEI Investments
Industry Investment Management
Experience
NEI Investments   April 2015 - Present
Canaccord Genuity Group Inc.  August 2014 - Present
Raymond James Ltd.  November 2011 - Present
AspenClean :: Nature's Home Cleaning Solution   June 2011 - November 2011
Philthy McNasty's   November 2009 - May 2011
Oliver and Bonacini  December 2008 - December 2010
International Student Volunteers  August 2008 - June 2010

Skills
Communication, Management, Administration, Attention To Detail, Time Management, Writing, Customer Relations, Office Management, Microsoft Office, High Energy, Customer Service, Public Speaking, Research, Word, Outlook, Teamwork, PowerPoint, Editing, Problem Solving, Promotions, Team Leadership, Account Management, Non-profits, Creative Writing, Facebook, Event Management, System Administration, Sales, Analysis, Training, Social Networking, Microsoft Word, Nonprofits

Education
University of Guelph   2003 — 2007
B.Sc., Biology

Sheridan College   2009 — 2011
Diploma, Journalism (Print)

Allen Kwan, CFP, CIM Allen Kwan, CFP, CIM Toronto, Canada Area Details
Allen Kwan, CFP, CIM's NEI Investments Experience October 2011 - Present
Job Director, Product Management & Development at NEI Investments
Industry Investment Management
Experience
NEI Investments   October 2011 - Present
RBC Global Asset Management  May 2006 - October 2011
HSBC Bank Canada  2004 - 2006
Merrill Lynch HSBC/HSBC Securities   2000 - 2004
Manulife Financial Corporation   1997 - 2000

Education
Ivey Business School at Western University   2010 — 2012
MBA

University of Toronto - Faculty of Law
Global Professional Master of Laws (GPLLM), Global Business Law

Harvard Business School Executive Education
HBS Leadership Initiative (HPLP)

York University - Schulich School of Business
Masters Certificate In Project Management

University of Toronto   1991 — 1995

Adam Rafelman Adam Rafelman Toronto, Canada Area Details
Adam Rafelman's NEI Investments Experience March 2014 - Present
Job Business Development Manager
Industry Investment Management
Experience
NEI Investments   March 2014 - Present
CI Investments Inc.  September 2011 - March 2014
RBC Dominion Securities  September 2010 - December 2010
Barometer Capital Management   January 2009 - April 2009
Billie Bear Lodge   June 2008 - August 2008
Vector Marketing  April 2008 - June 2008
Lawry Nisker CA   April 2006 - May 2006

Skills
-Canadian Securities..., Business Development, Investments, Management, Marketing, Portfolio Management, Sales, Relationship Management, Customer Service, Financial Modeling, Microsoft Office, Microsoft Excel

Education
Dalhousie University   2008 — 2011
Commerce, Finance

Pablo Carrera Pablo Carrera Montreal, Canada Area Details
Pablo Carrera's NEI Investments Experience 2008 - 2014
Job Regional Director at Industrial Alliance
Industry Investment Management
Experience
Industrial Alliance  2015 - Present
NEI Investments   2008 - 2014
CIBC Asset Management  2004 - 2008

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Portfolio Management, Asset Managment, Investments, Equities, Mutual Funds, Investment Advisory, Investment Strategies, Wealth, Investment Management, Fixed Income, Securities, Financial Services, Asset Allocation, Financial Advisory, Hedge Funds, ETFs, Retirement, Financial Markets, Bonds, Relationship Management, Asset Management

Education
Concordia University   1994 — 1997
BComm, Finance

hany micky hany micky Montreal, Canada Area Details
hany micky's NEI Investments Experience 2009 - Present
Job Dealer services
Industry Financial Services
Experience
NEI Investments   2009 - Present
Desjardins trust  2009 - March 2015
banque de montreal   2006 - March 2015

Skills
Analyse financière

Education
   1999 — 2003
BAA, administration des affaires

HEC Montréal
certificat planification financière

Kim Buitenhuis Kim Buitenhuis Toronto, Canada Area Details
Kim Buitenhuis's NEI Investments Experience 2010 - 2014
Job Associate Director, Master of Finance at Queen's University, School of Business
Industry Financial Services
Experience
Queen's University, School of Business   2015 - Present
NEI Investments   2010 - 2014
RBC Asset Management  2006 - 2009
Financial Services  2005 - 2006
Cartier Partners Financial Group   2002 - 2004
Marketing Solutions  1996 - 2002

Education
Queen's University
Hon B Comm

Philippe Pelletier CIM Philippe Pelletier CIM Montreal, Canada Area Details
Philippe Pelletier CIM's NEI Investments Experience July 2015 - Present
Job Vice President Sales, Montreal North and South
Industry Investment Management
Experience
NEI Investments   July 2015 - Present
SFL Partenaire de Desjardins Sécurité financière   January 2014 - June 2015
Dynamic Funds  2004 - December 2013
Dynamic Funds  2005 - 2008
Dynamic Funds  2004 - 2005
Berkshire Group  2002 - 2004

Skills
Mutual Funds, Investment Strategies, Alternative Investments, Business Development, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, ETFs, Investment Management, Investment Advisory, Securities, Financial Advisory, Fixed Income, Retirement Planning, Financial Planning

Education
Canadian Securities Institute
CIM - Chartered Investment Manager

John Abbott College

UQAM

Brian Lavoie Brian Lavoie Toronto, Canada Area Details
Brian Lavoie's NEI Investments Experience February 2011 - Present
Job VicePresident at NEI Investments
Industry Financial Services
Experience
NEI Investments   February 2011 - Present
Hartford Investments  October 2006 - February 2011
Tricycle Asset Management   December 2003 - September 2006
AIM Trimark Investments  October 1998 - December 2003

Skills
Mutual Funds, Investments, Investment Strategies, Wealth Management, Portfolio Management, Asset Management, Financial Planning, Securities, Financial Services, Investment Advisory, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Retirement

Education
Laurentian University/Université Laurentienne   1993 — 1997
HBCOM, Finance, Investments, Economics

Holly Knapp Holly Knapp Toronto, Canada Area Details
Holly Knapp's NEI Investments Experience January 2013 - Present
Job Senior Bilingual Customer Service at NEI Investments
Industry Financial Services
Experience
NEI Investments   January 2013 - Present
NEI Investments   July 2009 - January 2013
Rodenstock Canada Inc.   May 2009 - July 2009
Rodenstock Canada Inc.   September 2008 - May 2009
Price Mattress   April 2008 - September 2008
Woody's Building Products   2007 - 2008

Skills
Customer Service, French, Teamwork, Microsoft Office, Negotiation, Research, Dependable Team Player, Training, Escalation Resolution, Supervisory Skills, Cross Selling, Online Marketing, Problem Solving, Learning, Writing, Website Development, Sales Support

Education
Trent University   2003 — 2007
HBA, History, Linguistics

Humberview Secondary School   1996 — 2003

Eve Feliciano Eve Feliciano Vancouver, Canada Area Details
Eve Feliciano's NEI Investments Experience 2008 - 2012
Job Finance Credential
Industry Financial Services
Experience
Credential  2013 - Present
NEI Investments   2008 - 2012
Deustche Bank - Jakarta Branch   2004 - 2007
Citibank - Jakarta Branch   1999 - 2003

Skills
Finance, Microsoft Excel, Financial Reporting, Financial Audits, Tax, Internal Controls, Financial Analysis, Financial Accounting, US GAAP

Education
Asian Institute of Management
Management Development Program

University of Santo Tomas
Bachelor of Science in Commerce, Accounting

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