Peak Financial Services
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Peak Financial Services Employees
Employee
Years
Job
Industry
Alexandre Roy Alexandre Roy's Peak Financial Services Experience September 2005 - June 2009
Job Conseiller en placement, VicePrésident Financière Banque Nationale
Industry Financial Services
Experience
National Bank Financial July 2011 - Present
Wellington West June 2009 - July 2011
Peak Financial Services September 2005 - June 2009
Skills
orienté service client, gestion de portefeuille, efficience, Stratégie..., Fonds mutuel
Education
Baccalaureat, Administration des affaires
National Bank Financial July 2011 - Present
Wellington West June 2009 - July 2011
Peak Financial Services September 2005 - June 2009
Skills
orienté service client, gestion de portefeuille, efficience, Stratégie..., Fonds mutuel
Education
Baccalaureat, Administration des affaires
Narith Chhay Narith Chhay's Peak Financial Services Experience March 2007 - March 2008
Job Derivatives Transactions and Specialized Functions Analyst at National Bank of Canada
Industry Financial Services
Experience
Financière Banque Nationale May 2014 - Present
SNC Lavalin Group September 2008 - May 2014
Peak Financial Services March 2007 - March 2008
Passport Canada January 2006 - November 2007
Skills
Efficiency, Analysis, Autonomous, Friendliness, hard working, Resourceful..., Microsoft Excel, Adaptive Learning, Organization, thorough, funny, Perseverance, Account Reconciliation, Financial Analysis
Education
HEC Montréal 2004 — 2007
Bachelor, Finance
Bois-de-boulogne 2005 — 2007
college studies, applied science
Financière Banque Nationale May 2014 - Present
SNC Lavalin Group September 2008 - May 2014
Peak Financial Services March 2007 - March 2008
Passport Canada January 2006 - November 2007
Skills
Efficiency, Analysis, Autonomous, Friendliness, hard working, Resourceful..., Microsoft Excel, Adaptive Learning, Organization, thorough, funny, Perseverance, Account Reconciliation, Financial Analysis
Education
HEC Montréal 2004 — 2007
Bachelor, Finance
Bois-de-boulogne 2005 — 2007
college studies, applied science
Anthony Vecchiarino Anthony Vecchiarino's Peak Financial Services Experience 1990 - Present
Job Advisor in Group Insurance, Employee Benefits and Financial Services at BGL Financial Services
Industry Financial Services
Experience
Peak Financial Services 1990 - Present
A. Vecchiarino Financial Services Inc. 1980 - Present
BGL Financial Services 1980 - Present
Skills
Disability Insurance, Employee Benefits, Retirement, Estate Planning, Financial Services, Mutual Funds, Insurance, Retirement Planning, Life Insurance, Investments, Strategic Financial..., Wealth Management..., Wealth Management, Financial Advisory, Customer Service, Finance, Marketing Strategy, Sales Management, Financial Planning
Education
McGill University
B. Sc., Mathematics
Peak Financial Services 1990 - Present
A. Vecchiarino Financial Services Inc. 1980 - Present
BGL Financial Services 1980 - Present
Skills
Disability Insurance, Employee Benefits, Retirement, Estate Planning, Financial Services, Mutual Funds, Insurance, Retirement Planning, Life Insurance, Investments, Strategic Financial..., Wealth Management..., Wealth Management, Financial Advisory, Customer Service, Finance, Marketing Strategy, Sales Management, Financial Planning
Education
McGill University
B. Sc., Mathematics
Abigail Tash Abigail Tash's Peak Financial Services Experience January 2010 - December 2014
Job Student at Philadelphia University
Industry Apparel & Fashion
Experience
Peak Financial Services January 2010 - December 2014
Express March 2012 - June 2013
Marshalls June 2009 - August 2011
Skills
Photoshop, Illustrator, InDesign, Microsoft Office, Google Sketchup, Store Planning, Event Planning, Fashion Styling, Retail, Coordinating Events, Social Media Marketing, Trend Researching, Product Development, Branding, Budget & Cost Sheets, Visual Displays, Customer Service, Data Entry, Leadership, Styling, Visual Merchandising, Sales, Marketing, Social Networking, Time Management
Education
Philadelphia University 2014 — 2015
Master's Degree, M.S. Global Fashion Enterprise, 4.0
Art Institute of Fort Lauderdale 2012 — 2014
Bachelor's Degree, Fashion Merchandising, 4.0 - Summa Cum Laude
State University of New York College at Buffalo 2010 — 2012
Bachelor's Degree, Fashion Merchandising
Glassboro High School 2005 — 2010
High School, None
Peak Financial Services January 2010 - December 2014
Express March 2012 - June 2013
Marshalls June 2009 - August 2011
Skills
Photoshop, Illustrator, InDesign, Microsoft Office, Google Sketchup, Store Planning, Event Planning, Fashion Styling, Retail, Coordinating Events, Social Media Marketing, Trend Researching, Product Development, Branding, Budget & Cost Sheets, Visual Displays, Customer Service, Data Entry, Leadership, Styling, Visual Merchandising, Sales, Marketing, Social Networking, Time Management
Education
Philadelphia University 2014 — 2015
Master's Degree, M.S. Global Fashion Enterprise, 4.0
Art Institute of Fort Lauderdale 2012 — 2014
Bachelor's Degree, Fashion Merchandising, 4.0 - Summa Cum Laude
State University of New York College at Buffalo 2010 — 2012
Bachelor's Degree, Fashion Merchandising
Glassboro High School 2005 — 2010
High School, None
Vincent Provost Vincent Provost's Peak Financial Services Experience May 1999 - Present
Job Représentant de Courtier en fonds commun de placement at Peak investment services
Industry Financial Services
Experience
Peak Financial Services May 1999 - Present
Banque Laurentienne 1991 - 1998
Education
UQAM
Baccalauréat, Administration des Affaires
Peak Financial Services May 1999 - Present
Banque Laurentienne 1991 - 1998
Education
UQAM
Baccalauréat, Administration des Affaires
Anna-Maria Retalis Anna-Maria Retalis's Peak Financial Services Experience November 2001 - March 2006
Job Senior Client Administrator at Manulife Financial
Industry Insurance
Experience
Manulife Financial January 2012 - Present
Manulife Financial April 2006 - December 2011
Peak Financial Services November 2001 - March 2006
NATIONAL BANK OF THE GREECE September 1999 - October 2001
NATIONAL BANK OF THE GREECE May 1998 - September 1999
NATIONAL BANK OF THE GREECE November 1997 - April 1998
Skills
Banking, Business Analysis, Customer Service, Disability Insurance, Employee Benefits, English, Financial Planning, Financial Services, Investments, Mutual Funds, Negotiation, Pensions, Process Improvement, Retirement, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Wealth Management, Insurance
Education
Concordia University
Bachelor, Commerce
Dawson College
Town of Mount Royal High School
Manulife Financial January 2012 - Present
Manulife Financial April 2006 - December 2011
Peak Financial Services November 2001 - March 2006
NATIONAL BANK OF THE GREECE September 1999 - October 2001
NATIONAL BANK OF THE GREECE May 1998 - September 1999
NATIONAL BANK OF THE GREECE November 1997 - April 1998
Skills
Banking, Business Analysis, Customer Service, Disability Insurance, Employee Benefits, English, Financial Planning, Financial Services, Investments, Mutual Funds, Negotiation, Pensions, Process Improvement, Retirement, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Wealth Management, Insurance
Education
Concordia University
Bachelor, Commerce
Dawson College
Town of Mount Royal High School
David Mucciardi, CIM® David Mucciardi, CIM®'s Peak Financial Services Experience February 2011 - September 2013
Job Wealth Sales Representative Représentant aux ventes internes at Sun LIfe Global Investments
Industry Financial Services
Experience
Sun Life Global Investments September 2013 - Present
Peak Financial Services February 2011 - September 2013
CIBC Asset Management January 2010 - January 2011
TD Canada Trust 2007 - 2009
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Advisory, Financial Services, Insurance, Finance, Asset Management, Risk Management, Investment Strategies, Strategic Financial..., Financial Planning, Retirement Planning, Retirement
Education
Market Technicians Association (MTA)
CFA Institute
Canadian Securities Institute 2011 — 2013
Concordia University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Sun Life Global Investments September 2013 - Present
Peak Financial Services February 2011 - September 2013
CIBC Asset Management January 2010 - January 2011
TD Canada Trust 2007 - 2009
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Advisory, Financial Services, Insurance, Finance, Asset Management, Risk Management, Investment Strategies, Strategic Financial..., Financial Planning, Retirement Planning, Retirement
Education
Market Technicians Association (MTA)
CFA Institute
Canadian Securities Institute 2011 — 2013
Concordia University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Amanda Heldman Amanda Heldman's Peak Financial Services Experience April 2002 - October 2003
Job Results Specialist for Telesales Teams
Industry Telecommunications
Experience
Self-employed November 2009 - Present
Merchant Direct March 2006 - November 2009
Peak Financial Services April 2002 - October 2003
Skills
Cold Calling, Team Building, Sales Management..., Sales Management, Solution Selling, Sales Process, Inbound Marketing, Inbound Lead Generation, Sales, Teleservices, Customer Retention, Deal Closure
Education
Metropolitan State University of Denver 1999 — 2004
Bachelor's degree, Management
Self-employed November 2009 - Present
Merchant Direct March 2006 - November 2009
Peak Financial Services April 2002 - October 2003
Skills
Cold Calling, Team Building, Sales Management..., Sales Management, Solution Selling, Sales Process, Inbound Marketing, Inbound Lead Generation, Sales, Teleservices, Customer Retention, Deal Closure
Education
Metropolitan State University of Denver 1999 — 2004
Bachelor's degree, Management
Mustapha Nafaa, CISSP Mustapha Nafaa, CISSP's Peak Financial Services Experience April 2008 - June 2012
Job •IT Security Advisor at Desjardins
Industry Financial Services
Experience
Desjardins January 2013 - Present
Peak Financial Services April 2008 - June 2012
Groupe Maroc Soir February 2002 - July 2007
Canal+ Horizons October 1999 - June 2001
FARAH INFO October 1996 - October 1999
Skills
Windows, Firewalls, VPN, Switches, DNS, Windows Server, DHCP, ASA, Microsoft Office, Problem Solving, Cisco, Active Directory, Security, Network Security, Network Administration, CCNA, Routers, Cisco Technologies, DES, WAN
Education
HEC Montréal
IT Security Analyst, Certificate
ISGI (Institut Supérieur de Gestion et d’Informatique), Casablanca, Maroc 2007 — 2007
CCNA (Cisco Certified Network Associate)
MATEL, Casablanca, Maroc 2003 — 2003
MCP Administration d’une base de données SQL Server 2000
Ressources Informatiques, Casabanca, Maroc 2002 — 2002
Suivi cursus MCSE Windows 2000 / SQL SERVER 2000
Centre d’Etude des Sciences Appliquées (CESA), Casablanca, Maroc 1995 — 1996
Diplôme d’ Administrateur de réseaux informatiques
Centre Pratique Audio Visuel (CPAV), Casablanca, Maroc 1993 — 1995
Diplôme d’Analyste Programmeur
Institut Supérieure d’Etudes Maritimes (ISEM), Casablanca, Maroc 1989 — 1992
Diplôme de Lieutenant Au Long Cours (Marine Marchande)
Formation Professionnelle
Université de Montréal - HEC Montréal
Desjardins January 2013 - Present
Peak Financial Services April 2008 - June 2012
Groupe Maroc Soir February 2002 - July 2007
Canal+ Horizons October 1999 - June 2001
FARAH INFO October 1996 - October 1999
Skills
Windows, Firewalls, VPN, Switches, DNS, Windows Server, DHCP, ASA, Microsoft Office, Problem Solving, Cisco, Active Directory, Security, Network Security, Network Administration, CCNA, Routers, Cisco Technologies, DES, WAN
Education
HEC Montréal
IT Security Analyst, Certificate
ISGI (Institut Supérieur de Gestion et d’Informatique), Casablanca, Maroc 2007 — 2007
CCNA (Cisco Certified Network Associate)
MATEL, Casablanca, Maroc 2003 — 2003
MCP Administration d’une base de données SQL Server 2000
Ressources Informatiques, Casabanca, Maroc 2002 — 2002
Suivi cursus MCSE Windows 2000 / SQL SERVER 2000
Centre d’Etude des Sciences Appliquées (CESA), Casablanca, Maroc 1995 — 1996
Diplôme d’ Administrateur de réseaux informatiques
Centre Pratique Audio Visuel (CPAV), Casablanca, Maroc 1993 — 1995
Diplôme d’Analyste Programmeur
Institut Supérieure d’Etudes Maritimes (ISEM), Casablanca, Maroc 1989 — 1992
Diplôme de Lieutenant Au Long Cours (Marine Marchande)
Formation Professionnelle
Université de Montréal - HEC Montréal
Claire Farley-Enslow Claire Farley-Enslow's Peak Financial Services Experience 2006 - 2008
Job Customer Experience Operations & Dealer Services
Industry Financial Services
Experience
Steven Enslow Ent May 2015 - Present
Manulife February 2015 - Present
Standard Life January 2004 - Present
PEAK Financial Services 2006 - 2008
RBC August 1989 - January 2002
Skills
Mutual Funds, Financial Services, Process Improvement, Insurance, Customer Relations, Teamwork, Analysis, Investments, Compliance, Coaching, Performance Management, Back Office, Team Management, Manufacturing..., Daily Operations..., Creative Problem Solving, Team Leadership, Dealer Operations, Networking, Customer Service, Budgeting, Negotiation, Problem Solving, Research, Team Building, French, Supervisory Skills, Financial Management, Dealer Relationships, Project Management, Change Management, Call Center, Mortgage, Credit, Microsoft Office, Excel, Risk Management, Banking, Financial Analysis
Education
Université du Québec en Abitibi-Témiscamingue 1985 — 1988
Bachelor, Finance
CFRM
Class 1, Transport Class 1
Steven Enslow Ent May 2015 - Present
Manulife February 2015 - Present
Standard Life January 2004 - Present
PEAK Financial Services 2006 - 2008
RBC August 1989 - January 2002
Skills
Mutual Funds, Financial Services, Process Improvement, Insurance, Customer Relations, Teamwork, Analysis, Investments, Compliance, Coaching, Performance Management, Back Office, Team Management, Manufacturing..., Daily Operations..., Creative Problem Solving, Team Leadership, Dealer Operations, Networking, Customer Service, Budgeting, Negotiation, Problem Solving, Research, Team Building, French, Supervisory Skills, Financial Management, Dealer Relationships, Project Management, Change Management, Call Center, Mortgage, Credit, Microsoft Office, Excel, Risk Management, Banking, Financial Analysis
Education
Université du Québec en Abitibi-Témiscamingue 1985 — 1988
Bachelor, Finance
CFRM
Class 1, Transport Class 1
Alex Jalbert, FRM's Peak Financial Services Experience February 2012 - September 2012
Job Quantitative Analyst at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. May 2013 - Present
Peak Financial Services February 2012 - September 2012
Peak Financial Services June 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Skills
Portfolio Management, Mutual Funds, Equities, Valuation, Financial Analysis, Microsoft Office, Credit Loss Forecasting, Microsoft SQL Server, VBA, R, Financial Modeling, SAS Programming, Bloomberg Terminal, Morningstar, MoneyGuide Pro, Retirement Planning
Education
Bentley University 2009 — 2013
BS, Corporate Finance/ Accounting, 3.53/4.0
Shrewsbury HS 2005 — 2009
Santander Bank, N.A. May 2013 - Present
Peak Financial Services February 2012 - September 2012
Peak Financial Services June 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Skills
Portfolio Management, Mutual Funds, Equities, Valuation, Financial Analysis, Microsoft Office, Credit Loss Forecasting, Microsoft SQL Server, VBA, R, Financial Modeling, SAS Programming, Bloomberg Terminal, Morningstar, MoneyGuide Pro, Retirement Planning
Education
Bentley University 2009 — 2013
BS, Corporate Finance/ Accounting, 3.53/4.0
Shrewsbury HS 2005 — 2009
Richard Burde Richard Burde's Peak Financial Services Experience July 2007 - August 2008
Job Student at San Jose State University
Industry Civil Engineering
Experience
BKF Engineers March 2014 - Present
Santa Clara County Department of Roads and Airports June 2013 - March 2014
Bijan Wine Bar July 2011 - November 2012
Peak Financial Services July 2007 - August 2008
Skills
Team Leadership, Troubleshooting, Financial Analysis, Sales, Engineering, Management, Sales Management, SAP2000, Teamwork
Education
San Jose State University 2011 — 2013
Bachelor of Science (BS), Civil Engineering
Foothill College 2009 — 2010
BKF Engineers March 2014 - Present
Santa Clara County Department of Roads and Airports June 2013 - March 2014
Bijan Wine Bar July 2011 - November 2012
Peak Financial Services July 2007 - August 2008
Skills
Team Leadership, Troubleshooting, Financial Analysis, Sales, Engineering, Management, Sales Management, SAP2000, Teamwork
Education
San Jose State University 2011 — 2013
Bachelor of Science (BS), Civil Engineering
Foothill College 2009 — 2010
Stefanie V. Santana Stefanie V. Santana's Peak Financial Services Experience January 2013 - May 2013
Job B.C.L. / LL.B. Candidate McGill Univesity
Industry Law Practice
Experience
Warmi Valiente March 2015 - Present
DLA Piper July 2015 - September 2015
Mennonite Economic Development Associates (MEDA) July 2013 - March 2014
Peak Financial Services January 2013 - May 2013
Violante Tech September 2012 - December 2012
Développement Économique Canada May 2011 - December 2011
National Grid June 2010 - August 2010
Skills
Westlaw, International Marketing, French, Business Strategy, Market Research, Market Analysis, Competitive Analysis, Marketing, International Business, Marketing Management, Marketing Communications, Public Relations, Communication Skills, Event Management, Social Media, Salesforce.com, Microsoft Excel, Microsoft Office, English, Teamwork, PowerPoint, Research, Microsoft Word, Spanish, Public Speaking
Education
McGill 2014 — 2017
Bachelor of Laws (LL.B./B.C.L.) Transsystemic program Common Law & Civil Law, Law
HEC Montréal 2010 — 2013
Bachelor of Business Administration (BBA), Finance and International Business
Chulalongkorn Mahawitthayalai
HEC Montreal ambassador, Finance & International Business
Warmi Valiente March 2015 - Present
DLA Piper July 2015 - September 2015
Mennonite Economic Development Associates (MEDA) July 2013 - March 2014
Peak Financial Services January 2013 - May 2013
Violante Tech September 2012 - December 2012
Développement Économique Canada May 2011 - December 2011
National Grid June 2010 - August 2010
Skills
Westlaw, International Marketing, French, Business Strategy, Market Research, Market Analysis, Competitive Analysis, Marketing, International Business, Marketing Management, Marketing Communications, Public Relations, Communication Skills, Event Management, Social Media, Salesforce.com, Microsoft Excel, Microsoft Office, English, Teamwork, PowerPoint, Research, Microsoft Word, Spanish, Public Speaking
Education
McGill 2014 — 2017
Bachelor of Laws (LL.B./B.C.L.) Transsystemic program Common Law & Civil Law, Law
HEC Montréal 2010 — 2013
Bachelor of Business Administration (BBA), Finance and International Business
Chulalongkorn Mahawitthayalai
HEC Montreal ambassador, Finance & International Business
Cornelia Pop Cornelia Pop's Peak Financial Services Experience January 2012 - Present
Job Senior Accountant at Peak Financial Services Inc.
Industry Financial Services
Experience
Peak Financial Services January 2012 - Present
Desjardins Asset Management November 2008 - December 2011
Desjardins Venture Capital July 2007 - November 2008
CTI Capital Valeurs mobilières Inc April 1999 - July 2007
Skills
Investments, Mutual Funds, Accounting, Financial Modeling, Corporate Finance, Equities, Financial Advisory, French, Financial Markets, Management, Securities, Asset Management, Financial Services, Capital Markets
Education
HEC Montreal 2014 — 2017
Baccalaureat, Gestion
HEC Montréal 2009 — 2012
Certificate, Accounting of Organisations
Peak Financial Services January 2012 - Present
Desjardins Asset Management November 2008 - December 2011
Desjardins Venture Capital July 2007 - November 2008
CTI Capital Valeurs mobilières Inc April 1999 - July 2007
Skills
Investments, Mutual Funds, Accounting, Financial Modeling, Corporate Finance, Equities, Financial Advisory, French, Financial Markets, Management, Securities, Asset Management, Financial Services, Capital Markets
Education
HEC Montreal 2014 — 2017
Baccalaureat, Gestion
HEC Montréal 2009 — 2012
Certificate, Accounting of Organisations
Graham Keller Graham Keller's Peak Financial Services Experience September 2008 - December 2008
Job Sr. Forecasting Analyst at Mattel, Inc.
Industry Consumer Goods
Experience
Mattel, Inc. September 2014 - Present
Mattel, Inc. October 2013 - September 2014
MillerCoors March 2012 - September 2013
The Clorox Company August 2009 - January 2012
Southern California Business Opportunities December 2008 - July 2009
University of La Verne February 2008 - May 2009
Peak Financial Services September 2008 - December 2008
Raven Paul & Company March 2007 - April 2008
Circuit City September 2006 - March 2007
KTNW March 2006 - June 2006
Skills
Investments, Financial Analysis, Outlook, Microsoft Excel, Customer Service, Access, Microsoft Office, Microsoft Word, PowerPoint, Team Leadership, Accounting, SAP, Management, Finance, Business Planning, Analysis
Education
University of La Verne 2005 — 2009
Business Administration, Business, Finance
Mattel, Inc. September 2014 - Present
Mattel, Inc. October 2013 - September 2014
MillerCoors March 2012 - September 2013
The Clorox Company August 2009 - January 2012
Southern California Business Opportunities December 2008 - July 2009
University of La Verne February 2008 - May 2009
Peak Financial Services September 2008 - December 2008
Raven Paul & Company March 2007 - April 2008
Circuit City September 2006 - March 2007
KTNW March 2006 - June 2006
Skills
Investments, Financial Analysis, Outlook, Microsoft Excel, Customer Service, Access, Microsoft Office, Microsoft Word, PowerPoint, Team Leadership, Accounting, SAP, Management, Finance, Business Planning, Analysis
Education
University of La Verne 2005 — 2009
Business Administration, Business, Finance
Alexandra Lerebours, CRHA/CHRP Alexandra Lerebours, CRHA/CHRP's Peak Financial Services Experience May 2004 - October 2005
Job Conseillère principale, Avantages sociaux/Principal Advisor, Benefits at Rio Tinto
Industry Human Resources
Experience
Rio Tinto July 2015 - Present
Rio Tinto December 2011 - Present
Intact Financial Corporation September 2011 - December 2011
AXA Canada April 2011 - September 2011
Cascades August 2009 - April 2011
Mercer Human Resource Consulting January 2006 - August 2009
Peak Financial Services May 2004 - October 2005
Skills
Resourceful, Proactive, Team Spirit, Pension Administration, Benefits Administration, Trust Management, Internal Controls, Lean Sigma, Information Seeking, Decision Making Skills, Corporate Governance, Pension Funds, Pensions, Financial Control, Compliance, Benefits, Employee Benefits, Policy, Investments, Excel, Customer Relations, Microsoft Office, Administration, Insurance, Problem Solving, Customer Service, Defined Benefit
Education
McGill University 2008 — 2010
Graduate diploma, Management (Treasury/Finance)
Université du Québec à Montréal 2003 — 2007
Bachelor, B.Sc.
Collège Bois de Boulogne 1998 — 2001
DEC
Collège Stanislas 1987 — 1998
DES
Rio Tinto July 2015 - Present
Rio Tinto December 2011 - Present
Intact Financial Corporation September 2011 - December 2011
AXA Canada April 2011 - September 2011
Cascades August 2009 - April 2011
Mercer Human Resource Consulting January 2006 - August 2009
Peak Financial Services May 2004 - October 2005
Skills
Resourceful, Proactive, Team Spirit, Pension Administration, Benefits Administration, Trust Management, Internal Controls, Lean Sigma, Information Seeking, Decision Making Skills, Corporate Governance, Pension Funds, Pensions, Financial Control, Compliance, Benefits, Employee Benefits, Policy, Investments, Excel, Customer Relations, Microsoft Office, Administration, Insurance, Problem Solving, Customer Service, Defined Benefit
Education
McGill University 2008 — 2010
Graduate diploma, Management (Treasury/Finance)
Université du Québec à Montréal 2003 — 2007
Bachelor, B.Sc.
Collège Bois de Boulogne 1998 — 2001
DEC
Collège Stanislas 1987 — 1998
DES
Stephane Arcache's Peak Financial Services Experience May 2003 - Present
Job Investment Advisor at PEAK Securities
Industry Investment Management
Experience
Peak Financial Services May 2003 - Present
TD Waterhouse January 2000 - May 2003
Sun Life Financial 1998 - 2000
Skills
Portfolio Management, Strategic Financial..., Mutual Funds, Wealth Management, Financial Analysis, Investments, Retirement Planning, Equities, Securities, Insurance, Financial Services, Disability Insurance, Investment Strategies, Life Insurance, Estate Planning, Asset Management
Education
Concordia University 1991 — 1994
B.Comm., Marketing, Finance
College Louise Wegmann
Peak Financial Services May 2003 - Present
TD Waterhouse January 2000 - May 2003
Sun Life Financial 1998 - 2000
Skills
Portfolio Management, Strategic Financial..., Mutual Funds, Wealth Management, Financial Analysis, Investments, Retirement Planning, Equities, Securities, Insurance, Financial Services, Disability Insurance, Investment Strategies, Life Insurance, Estate Planning, Asset Management
Education
Concordia University 1991 — 1994
B.Comm., Marketing, Finance
College Louise Wegmann
Francois Beaudoin's Peak Financial Services Experience January 2005 - Present
Job Chairman at Walter Financial
Industry Financial Services
Experience
Walter Financial January 2012 - Present
Peak Financial Services January 2005 - Present
Walter Surface Technologies 2000 - Present
Benson Group December 2009 - Present
Prestilux October 2006 - Present
GasTOPS December 2009 - October 2013
Barreau du Québec April 2007 - September 2013
Omer DeSerres August 2004 - June 2013
PricewaterhouseCoopers October 1999 - July 2012
GasTOPS July 2002 - December 2009
Skills
Strategic Planning, Business Strategy, Venture Capital, Banking, Marketing Strategy, Mergers & Acquisitions, Competitive Analysis, Finance, Corporate Finance, Product Management, Management Consulting, Business Planning, New Business Development, Negotiation, Product Development, Strategy, Financial Analysis, Business Development, Executive Management, Start-ups, Strategic Partnerships, International Business, Due Diligence, Entrepreneurship, Cross-functional Team..., Market Research, Investments, Private Equity, Financial Modeling, Corporate Development, Acquisition Integration, Strategic Consulting, Restructuring, Valuation, Mentoring, Financial Structuring, Investor Relations, Portfolio Management, M&A experience, Divestitures, Risk Management, Turn Around Management, Management, Investment Banking, Capital, Capital Markets
Education
Columbia University in the City of New York 1972 — 1974
MBA, Finance, Marketing, International Business.
HEC Montréal 1969 — 1972
BBA, Marketing
Walter Financial January 2012 - Present
Peak Financial Services January 2005 - Present
Walter Surface Technologies 2000 - Present
Benson Group December 2009 - Present
Prestilux October 2006 - Present
GasTOPS December 2009 - October 2013
Barreau du Québec April 2007 - September 2013
Omer DeSerres August 2004 - June 2013
PricewaterhouseCoopers October 1999 - July 2012
GasTOPS July 2002 - December 2009
Skills
Strategic Planning, Business Strategy, Venture Capital, Banking, Marketing Strategy, Mergers & Acquisitions, Competitive Analysis, Finance, Corporate Finance, Product Management, Management Consulting, Business Planning, New Business Development, Negotiation, Product Development, Strategy, Financial Analysis, Business Development, Executive Management, Start-ups, Strategic Partnerships, International Business, Due Diligence, Entrepreneurship, Cross-functional Team..., Market Research, Investments, Private Equity, Financial Modeling, Corporate Development, Acquisition Integration, Strategic Consulting, Restructuring, Valuation, Mentoring, Financial Structuring, Investor Relations, Portfolio Management, M&A experience, Divestitures, Risk Management, Turn Around Management, Management, Investment Banking, Capital, Capital Markets
Education
Columbia University in the City of New York 1972 — 1974
MBA, Finance, Marketing, International Business.
HEC Montréal 1969 — 1972
BBA, Marketing
Alina Coman's Peak Financial Services Experience June 2010 - September 2010
Job Senior Associate at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt October 2014 - Present
State Street Global Advisors February 2011 - September 2014
Peak Financial Services June 2010 - September 2010
NCO FINANCIAL SERVICES, Montreal December 2006 - October 2008
Skills
Equities, Fixed Income, Asset Management, Financial Services, Project Management
Education
Canadian Securities Institute 2011 — 2011
CSC, Canadian Securities Course
Concordia University 2007 — 2010
BComm, Finance(major), Management(minor)
HEC Montréal
Certificat en vente relationnelle, Business, Management, Marketing, and Related Support Services
Aon Hewitt October 2014 - Present
State Street Global Advisors February 2011 - September 2014
Peak Financial Services June 2010 - September 2010
NCO FINANCIAL SERVICES, Montreal December 2006 - October 2008
Skills
Equities, Fixed Income, Asset Management, Financial Services, Project Management
Education
Canadian Securities Institute 2011 — 2011
CSC, Canadian Securities Course
Concordia University 2007 — 2010
BComm, Finance(major), Management(minor)
HEC Montréal
Certificat en vente relationnelle, Business, Management, Marketing, and Related Support Services
Marvin Zwikler's Peak Financial Services Experience December 2009 - September 2010
Job Vice President Compliance Quebec Region at Canaccord Genuity Corp.
Industry Financial Services
Experience
Canaccord Genuity Corp. October 2010 - Present
Corporation Urgences Sante 1984 - 2013
Peak Financial Services December 2009 - September 2010
National Bank of Canada May 2001 - August 2009
Skills
Due Diligence, Securities, Investments, Risk Management, Privacy Law, Mutual Funds, Legal Research, Capital Markets, Corporate Law, French, Equities, Negotiation, Financial Services, Strategic Planning, AML
Education
Western University 1995 — 1996
LL.B., Common Law
Université Laval 1992 — 1995
B.C.L., Law
McGill University 1989 — 1992
M.Sc., Pathology
McGill University 1985 — 1989
B.Sc., Anatomy
Canaccord Genuity Corp. October 2010 - Present
Corporation Urgences Sante 1984 - 2013
Peak Financial Services December 2009 - September 2010
National Bank of Canada May 2001 - August 2009
Skills
Due Diligence, Securities, Investments, Risk Management, Privacy Law, Mutual Funds, Legal Research, Capital Markets, Corporate Law, French, Equities, Negotiation, Financial Services, Strategic Planning, AML
Education
Western University 1995 — 1996
LL.B., Common Law
Université Laval 1992 — 1995
B.C.L., Law
McGill University 1989 — 1992
M.Sc., Pathology
McGill University 1985 — 1989
B.Sc., Anatomy
Roger Cousineau CD, B.Sc.'s Peak Financial Services Experience June 2005 - Present
Job Représentant en épargne collective at Peak Financial Services
Industry Financial Services
Experience
Peak Financial Services June 2005 - Present
Canadian Forces August 1986 - March 2001
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Analysis, Retirement, Budgets, Logistics, Negotiation, Change Management, Management, Leadership, Strategy, Cross-functional Team..., Army, Government, Finance, Team Leadership, Project Planning
Education
Canadian Securities Institute
Cours relatif au Manuel sur les normes de conduite (MNC)
Canadian Securities Institute 2004 — 2005
Cours sur le commerce des valeurs mobilières au Canada
HEC Montréal 2001 — 2004
B. Sc., Planification financière personnelle
Collège militaire royal de St-Jean 1980 — 1986
B. Sc.
Peak Financial Services June 2005 - Present
Canadian Forces August 1986 - March 2001
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Analysis, Retirement, Budgets, Logistics, Negotiation, Change Management, Management, Leadership, Strategy, Cross-functional Team..., Army, Government, Finance, Team Leadership, Project Planning
Education
Canadian Securities Institute
Cours relatif au Manuel sur les normes de conduite (MNC)
Canadian Securities Institute 2004 — 2005
Cours sur le commerce des valeurs mobilières au Canada
HEC Montréal 2001 — 2004
B. Sc., Planification financière personnelle
Collège militaire royal de St-Jean 1980 — 1986
B. Sc.
Attila Dávid's Peak Financial Services Experience September 2015 - Present
Job Program manager at Peak
Industry Financial Services
Experience
Peak Financial Services September 2015 - Present
OTP Bank November 2009 - August 2015
Skills
Mobile payment solutions, Mobile banking, Debit, credit, prepaid..., Bank card issuing, Bank card acquiring, Digital conversion, Business Analysis, Retail Banking, Business Process, Banking, Financial Risk, Requirements Analysis, User Acceptance Testing, Project Portfolio..., Credit Risk, Credit, Risk Management, Business Requirements, Financial Services, Relationship Management, Requirements Gathering, Business Intelligence
Education
Pázmány Péter Katolikus Egyetem 2001 — 2006
Master of Technology (M.Tech.), Information Technology, 5
Karácsonyi János Katolikus Gimnázium 1992 — 1996
Peak Financial Services September 2015 - Present
OTP Bank November 2009 - August 2015
Skills
Mobile payment solutions, Mobile banking, Debit, credit, prepaid..., Bank card issuing, Bank card acquiring, Digital conversion, Business Analysis, Retail Banking, Business Process, Banking, Financial Risk, Requirements Analysis, User Acceptance Testing, Project Portfolio..., Credit Risk, Credit, Risk Management, Business Requirements, Financial Services, Relationship Management, Requirements Gathering, Business Intelligence
Education
Pázmány Péter Katolikus Egyetem 2001 — 2006
Master of Technology (M.Tech.), Information Technology, 5
Karácsonyi János Katolikus Gimnázium 1992 — 1996
Nicole Senécal's Peak Financial Services Experience 2005 - Present
Job Courtage relatif à des prêts garantis par hypothèque immobilière chez Planiprêt agence hypothécaire
Industry Financial Services
Experience
Planiprêt agence hypothécaire 2010 - Present
Peak Financial Services 2005 - Present
Travailleur autonome 2005 - Present
Skills
Ballroom Dance
Education
B. Comm., Management
McGill University
B Comm, COMMERCE
Planiprêt agence hypothécaire 2010 - Present
Peak Financial Services 2005 - Present
Travailleur autonome 2005 - Present
Skills
Ballroom Dance
Education
B. Comm., Management
McGill University
B Comm, COMMERCE
Tammy Chenier's Peak Financial Services Experience October 1999 - July 2010
Job Senior Administrator
Industry Investment Management
Experience
Wealth Management National Bank Financial September 2010 - Present
PEAK Financial Services October 1999 - July 2010
Skills
Investments, French, Microsoft Office, Administration, Customer Relations, Excel, Customer Service, Problem Solving, English, Process Improvement, Coaching, Mergers, Team Leadership, Word, Mutual Funds, Microsoft Excel, Financial Analysis, Banking, Insurance, Retirement Planning, Strategic Financial...
Education
Concordia University
Wealth Management National Bank Financial September 2010 - Present
PEAK Financial Services October 1999 - July 2010
Skills
Investments, French, Microsoft Office, Administration, Customer Relations, Excel, Customer Service, Problem Solving, English, Process Improvement, Coaching, Mergers, Team Leadership, Word, Mutual Funds, Microsoft Excel, Financial Analysis, Banking, Insurance, Retirement Planning, Strategic Financial...
Education
Concordia University