NexGen Financial

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NexGen Financial Employees

Employee
Years
Job
Industry
Dee Pauletig Dee Pauletig Calgary, Canada Area Details
Dee Pauletig's NexGen Financial Experience 2010 - 2015
Job Client Manager Nexegn Financial
Industry Insurance
Experience
Thirty One Gifts  February 2015 - Present
Nexgen Financial   2010 - 2015
Nexgen Financial   2010 - 2015
Morneau Sobeco  January 2000 - July 2010
Apple Dental Group   January 1994 - August 1999

Skills
Disability Insurance, Insurance, Employee Benefits, Health Insurance, Pensions, Retirement, Risk Management, Life Insurance, Underwriting, Process Improvement, Employee Relations, Coaching, Strategic Financial..., Human Resources, Investments, Defined Benefit, Benefits Administration, Disability Management, Critical Illness, Brokers, Marketing, Claims Management, Health Savings Accounts, Customer Retention, Healthcare, Group Insurance, Term Life Insurance, Financial Planners, Recruiting, Fixed Annuities, Deferred Compensation, Training, Financial Services, Strategic Planning, Financial Planning

Education
I.T.T. (Information Technology Institute)   2000 — 2001
Applied Information Technology, I.T.

Louisiana State University   1990 — 1991

The Sage Colleges - Russell Sage College   1976 — 1978
Nursing

Jonathan Baird,CFA Jonathan Baird,CFA Toronto, Canada Area Details
Jonathan Baird,CFA's NexGen Financial Experience November 2006 - August 2013
Job Portfolio Manager/Financial Executive
Industry Financial Services
Experience
Nexgen Financial   November 2006 - August 2013
Jonathan Baird & Associates   May 2000 - July 2006
Baird Asset Mangement Inc.   October 1995 - February 2000
Goodman & Company Investment Counsel Inc.   November 1990 - May 1995
Confederation Life Insurance Comapany   November 1984 - October 1990

Skills
Mutual Funds, Equities, Investments, Wealth Management, Asset Managment, Portfolio Management, Finance, Trading, Derivatives, Funding, Accounting, Securities, Asset Allocation, Hedge Funds, Alternative Investments, Investment Strategies, Valuation, Investment Advisory, Capital Markets, Fixed Income, Private Equity, Investment Management, Equity Research, Risk Management, Strategic Financial..., Asset Management, Financial Advisory, Financial Analysis, Financial Services, Financial Markets, Financial Planning

Education
CFA Institute
Chartered Financial Analyst

Concordia University
Bachelor of Commerce (B.Comm), Finance

David Mofford David Mofford Greater New York City Area Details
David Mofford's NexGen Financial Experience June 2007 - August 2007
Job UBS Equity Derivatives
Industry Financial Services
Experience
UBS Investment Bank  February 2015 - Present
UBS Investment Bank  April 2013 - February 2015
Kerburn Rose  September 2012 - November 2012
Atkins Investment Group  August 2011 - May 2012
JonesTrading  September 2010 - June 2011
Lloyds Banking Group  June 2010 - August 2010
Lloyds TSB Corporate Markets   June 2008 - August 2008
Saatchi and Saatchi  May 2008 - May 2008
NexGen Financial   June 2007 - August 2007

Skills
Bloomberg Terminal, Excel, PowerPoint, Microsoft Word, Bloomberg, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Office, Derivatives, Financial Statement..., Management, Equities, Equity Research, Hedge Funds

Education
University of New Hampshire   2008 — 2012
Bachelor of Science, Finance

Shannon Lincoln Shannon Lincoln Greater Boston Area Details
Shannon Lincoln's NexGen Financial Experience May 2006 - August 2007
Job Manager at PwC
Industry Accounting
Experience
PwC, Audit, Health Industries   August 2013 - Present
PwC, Audit, Technology, Information, Communication & Entertainment (TICE) & Investment Management   September 2009 - August 2013
NexGen Financial   May 2006 - August 2007

Education
Queen's University   2005 — 2009
Bachelor of Commerce, Accounting, Psychology

Maastricht University   2008 — 2008
International Exchange, Netherlands

De La Salle College "Oaklands"   2001 — 2005
High School Diploma

Julia Hodgson Julia Hodgson Toronto, Canada Area Details
Julia Hodgson's NexGen Financial Experience January 2014 - April 2014
Job Marketing Associate
Industry Marketing and Advertising
Experience
CDW Canada  January 2015 - Present
Scarboro Golf & Country Club   May 2014 - November 2014
NexGen Financial   January 2014 - April 2014
Henry Brunton Golf   2007 - 2010

Skills
Leadership, Time Management, Networking, Organization, Social Media, Facebook, Communication, Creativity, Coordination, Partnerships, Event Planning, Teamwork, Goal Orientated, Public Speaking, Sports Nutrition, Sports Coaching, Self-Driven, Microsoft Office

Education
The University of Memphis   2009 — 2013
Bachelor of Arts (BA) in Communication, Business/Corporate Communications, Honours

Markham District High School
Honours

Karim Pabani Karim Pabani Toronto, Canada Area Details
Karim Pabani's NexGen Financial Experience September 2013 - December 2013
Job Account Executive at H2 Central Marketing & Communications
Industry Marketing and Advertising
Experience
Pursu.it  October 2012 - Present
H2 Central Marketing & Communications  January 2014 - May 2015
NexGen Financial   September 2013 - December 2013
Dalhousie University  May 2012 - August 2012
PCL Construction  September 2011 - December 2011
Dalhousie University  January 2011 - April 2011

Skills
MS Office Suite, Marketing Communications, Teamwork, Social Media, Photography, Social Marketing, Marketing, Microsoft Office, Training, Management, Presentations, Social Media Marketing, Research, Sales, Analysis, Strategy, Editing, Account Management

Education
Dalhousie University   2009 — 2013
BComm, Marketing/Marketing Management, General

Upper Canada College   1999 — 2009
HS Diploma

Brodie Christ Brodie Christ Toronto, Canada Area Details
Brodie Christ's NexGen Financial Experience December 2009 - Present
Job Marketing Director at The Mezzanine Group
Industry Financial Services
Experience
The Mezzanine Group  April 2015 - Present
NexGen Financial   December 2009 - Present
NexGen Financial   July 2008 - December 2009
NexGen Financial   June 2006 - June 2008
MRS Inc./Mackenzie Financial   September 2002 - August 2004

Skills
Strategic Planning, Social Media, Marketing Strategy, Strategy, Entrepreneurship, Business Strategy, Investments, Product Management, Marketing, Business Development, Sales, Management Consulting, Marketing Communications, Competitive Analysis, Market Research, Financial Services, Management, Mutual Funds

Education
The University of Western Ontario - Richard Ivey School of Business   2004 — 2006
MBA

Bucknell University   1998 — 2002
Bachelor of Science, Business Administration

Trinity College School   1993 — 1998

Samantha Lush Samantha Lush Halifax, Canada Area Details
Samantha Lush's NexGen Financial Experience September 2011 - December 2011
Job JD Candidate 2017, BComm International Business
Industry International Trade and Development
Experience
Projects Abroad Human Rights Office   May 2015 - July 2015
Trecan Combustion Limited   June 2013 - June 2014
Dalhousie University  August 2010 - April 2013
BLJC  June 2012 - August 2012
NexGen Financial   September 2011 - December 2011
ARAMARK Higher Education  January 2011 - April 2011
BLJC  May 2010 - August 2010

Education
Dalhousie University   2014 — 2017
Juris Doctor, Law

Dalhousie University   2009 — 2013
B.Comm, International Business

Ecole supérieure de Commerce de Grenoble   2012 — 2012
Certificate in International Business

Erin Cheung Erin Cheung Toronto, Canada Area Details
Erin Cheung's NexGen Financial Experience January 2012 - April 2012
Job Business Analyst Intern at IMAX
Industry Motion Pictures and Film
Experience
Mean Bao   May 2013 - Present
IMAX - Strategy and Corporate Development   May 2013 - August 2013
IMAX - Strategy and Corporate Development   September 2012 - December 2012
NexGen Financial   January 2012 - April 2012
Loblaw Companies Limited  August 2008 - May 2011

Education
Dalhousie University   2010 — 2014
Bachelor of Commerce, 3.96

John Fraser Secondary School   2007 — 2010