Peoples Trust
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Peoples Trust Employees
Peoples Trust July 2013 - Present
Eclectic Living Canada August 2010 - May 2013
Scotia Capital Inc November 2007 - June 2010
Scotia Capital Inc 1996 - 2008
Scotia Capital Inc 1988 - 1995
Skills
Capital Markets, Fixed Income, Derivatives, Trading, Bonds, Portfolio Management, Asset Managment, Credit Risk, Credit, Bloomberg, FX Options, Wealth Management, Finance, Banking, Business Strategy, Options, Structured Products, New Business Development, Asset Management, Due Diligence, Securities, Strategy, Equities, Investments, Financial Risk, Financial Services
Education
CFA Institute 1997 — 1999
CFA charter, Finance and Financial Management Services
The University of British Columbia 1984 — 1988
MBA, Finance
PwC August 2014 - Present
PwC September 2012 - August 2014
Peoples Trust May 2011 - August 2011
UBC Venture Capital and Private Equity Club April 2010 - December 2010
CIBC Wood Gundy June 2009 - September 2009
Skills
Teamwork, Accounting, Financial Modeling, Financial Analysis, Time Management, Marketing
Education
CA School of Business (CASB) 2012 — 2015
Chartered Accountant
The University of British Columbia 2009 — 2012
Accounting
Canadian Securities Institute 2010 — 2011
MDA Investment Banking Training Program 2010 — 2010
The University of British Columbia 2008 — 2009
Human Kinetics
Collingwood School 1995 — 2008
Reddam House School 2005 — 2005
Taplow Ventures Ltd. / FirstMate Pet Foods February 2012 - Present
Milani Plumbing Drainage & Heating Ltd. September 2007 - February 2012
Peoples Trust 2006 - 2007
Primero Cigar Imports Ltd. 2002 - 2006
Skills
Financial Reporting, Cash Management, Payroll, Journal Entries, Tax Preparation, Team Building, Business Planning
Education
Southern Alberta Institute of Technology 2008 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
CGA-BC 2002 — 2008
CGA Designation, Accounting and Business/Management
Peoples Trust October 2012 - Present
Desjardins Credit Union March 2006 - May 2012
Meridian Credit Union March 2006 - May 2012
Meridian Credit Union March 2006 - May 2012
FIRST NATIONAL FINANCIAL CORPORATION February 2001 - December 2004
First National Financial LP January 1996 - December 2004
First National January 1999 - February 2001
Mortgage Backed Securities "MBS January 1998 - January 1999
Home Trust Company January 1993 - January 1998
Home Trust Company January 1989 - January 1996
Skills
Debt Consolidation, Residential Mortgages, Refinance, Mortgage Lending, Mortgage, Administration, Account Reconciliation, Customer Service, Time Management, Organizational..., Commercial Mortgages, Loans, Credit, System Administration
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Mortgage Agent Program, Currently Enrolled
Centennial College 1993 — 1996
Diploma, Law Clerk
St. Vincents High School 1978 — 1981
Graduate
Katmar Systems Inc. May 2014 - Present
Sierra Wireless September 2013 - April 2014
Peoples Trust March 2013 - August 2013
Hertz April 2010 - September 2011
Education
Kwantlen University College 2010 — 2014
Bachelors Degree in Information Technology (B.TECH.), Information Technology
Punjab Technical University 2006 — 2009
Bachelor's degree in Computer Applications
InComm January 2015 - Present
Peoples Trust October 2013 - January 2015
Moneris Solutions May 2007 - October 2013
Northern Group Ltd 2006 - 2007
Eddie Bauer 2004 - 2006
Skills
CRM, Project Management, Management, Training, Customer Service, Relationship Management, Business Development, Project Coordination, Payment Card Processing, Debit Cards, Microsoft Excel, Marketing, French, Loyalty Programs, Customer Focus, Financial Services, Microsoft Office, Call Centers, Technical Writing, English, Client Services, Developing Client..., conversational French, Technical Documentation, Thought Leadership, Project Execution, Self-directed, Autonomy, Drupal, Photoshop, Wordpress, Documentations, Marketing Copy, Operations, Excel, Wordpress Design, Training Skills, Project Implementation, Presentations, PMBOK, Website Copy, Innovative Problem..., Training Documentation, People Management, Fast Learner, Service Implementation, Visio, SharePoint, Strategic Partnerships, Documentation
Education
Okanagan College 2000 — 2001
BA, English
Express Employment Professionals March 2015 - Present
Peoples Trust December 2011 - September 2014
Moneris Solutions October 2007 - October 2011
Skills
Customer Service, Program Management, Vendor Management, Strategic Planning, Sales Management, Relationship Management, Staffing Services, Business Development, Temporary Staffing, Project Management, Product Management, Teamwork, Problem Solving, •Persistent negotiator..., •Strong organizational..., Phone Etiquette, Negotiation, •Exceptional..., •Excellent...
Education
Durham College 2014 — 2015
Management Studies
Centennial College
1st Metropolitan Mortgage March 2006 - Present
Peoples Trust February 1995 - April 2006
Education
Eastern Kentucky University 1981 — 1981
Peoples Trust May 2015 - Present
Boston Pizza June 2012 - April 2015
Eminata Group May 2009 - May 2012
Credential Financial Inc May 2008 - March 2009
XModus Software Inc, Vancouver BC April 2008 - May 2008
Little Mountain Neighborhood, Vancouver BC February 2007 - June 2007
Evensun 2006 - 2007
Provincial Information Center Zj China 2001 - 2005
Skills
ASP.NET, PHP, C#, jQuery, Windows, SharePoint, Microsoft SQL Server, HTML, Software Development, CSS, Business Analysis
Education
British Columbia Institute of Technology 2005 — 2009
Certificate
Computer school of Nanjing Telecommunication Engineering University, China 1990 — 1994
Bachelor, Computer Science
StrongThumb June 2014 - Present
Sonovation May 2014 - June 2014
Technia AB March 2013 - April 2014
Peoples Trust February 2009 - March 2013
FPL August 2007 - February 2009
moniker.com June 2006 - August 2007
Skills
HTML, Java, SQL, Spring Framework, JavaScript, Agile Methodologies, Software Development, Eclipse, AJAX, Tomcat, UML, Ant
Education
Florida International University 1999 — 2003
Peoples Trust June 2012 - Present
Ernex, a division of Moneris Solutions December 2004 - June 2012
Paradata Systems Inc. 2001 - 2004
Skills
Program Management, Project Management, Software Documentation, Payment Card Processing, Requirements Analysis, Relationship Management, Business Analysis, Product Management, Technical Writing, Strategic Planning, SharePoint, Management, Vendor Management, Team Leadership, New Business Development, Customer Service, System Administration
Education
ITI Information Technology Institute
Diploma, Information Technology
University of Northern British Columbia
Bachelor of Science (BSc), Psychology
Peoples Trust November 1999 - Present
Peoples Trfust 1999 - 2011
Skills
Mortgage Lending, Real Estate Economics, Real Estate, Relationship Management, Commercial Mortgages, Real Estate Financing
Education
The University of British Columbia
B. Comm., Finance and Urban Land Economics
Peoples Trust November 2014 - Present
Peoples Card Services January 2011 - October 2014
TELUS Communications March 1997 - December 2010
Vancity September 2007 - October 2008
BC Hydro 1993 - 1997
Deloitte & Touche 1987 - 1993
Skills
Financial Modeling, Strategic Financial..., Business Case, Financial Reporting, Financial Statement..., Managerial Finance, Forecasting, Cognos, Finance, Cash Management, Financial Accounting, Financial Statements, Enterprise Risk..., Accounting, Financial Analysis, Strategic Planning, Internal Audit, Business Analysis, Management, Banking, Financial Planning
Education
The University of British Columbia 1982 — 1987
B Comm, Accounting
Institute of Chartered Accountants
CA, CISA
Peoples Trust April 2012 - Present
Central 1 Credit Union September 2007 - November 2011
Credit Union Central of British Columbia (now Central 1 Credit Union) May 2004 - September 2007
Watson Goepel Maledy LLP April 1999 - May 2004
Skills
Legal Advice, Corporate Law, Intellectual Property, Corporate Governance, Financial Services, Risk Assessment, Privacy Law, Banking, Corporate Finance, Mergers, Commercial Litigation, Contract Negotiation, Commercial Real Estate, Risk Management, Legal Research, Finance, Joint Ventures, Mergers, Securities Regulation
Education
The University of British Columbia 1992 — 1995
LLB, Law
Peoples Trust August 2013 - Present
Vancity Credit Union 2009 - August 2013
Vancity June 2004 - 2009
Skills
IFRS, Financial Reporting, Financial Analysis, Finance, Banking, Financial Accounting, Financial Modeling, Risk Management
Education
Simon Fraser University
Bachelor of Business Administration (BBA), Accounting
Home September 2013 - Present
Peoples Trust November 1992 - September 2013
Real Estate Institute of British Columbia 2006 - June 2013
Coast Foundation Society (1974) 2000 - 2006
Real Estate Institute of British Columbia 1998 - 2000
Skills
Refinance, Mortgage, Mortgage Lending, Residential Homes, Commercial Mortgages, Real Estate Economics, Commercial Real Estate, Loans, Real Estate Transactions, Real Estate Financing, Condos, Property Management, Commercial Lending, Leases, Credit, Investments, Valuation, Construction Loans, Real Estate Development, Residential Mortgages, Due Diligence, Property, Real Property, Mortgage Underwriting, Loan Origination, Finance, Investment Properties, First Time Home Buyers, Credit Analysis, Brokerage, Mortgage Banking, Disposition, Investors, Corporate Real Estate
Education
The University of British Columbia 1975 — 1978
Diploma, Urban Land Economics
Langara College 1972 — 1974
Diploma Real Estate Appraisal
Peoples Trust Company November 2011 - Present
Peoples Trust February 2010 - November 2011
Global Securities Corporation December 2004 - January 2009
Global Securities Corporation November 2000 - December 2004
Canadian Western Capital 1999 - 2000
Goepel Shields 1993 - 1998
Pacific International Securities 1988 - 1992
Pemberton Securities 1973 - 1988
Skills
Mutual Funds
Education
CDI College 1993 — 1993
Computerized Accounting
CUNA Mutual Group September 2014 - Present
Shell Federal Credit Union May 2013 - August 2014
Shell Federal Credit Union March 2010 - May 2013
MemberSource Credit Union June 2009 - March 2010
Peoples Trust 2004 - 2007
People's Trust Federal Credit Union 2004 - 2006
Skills
Training, Leadership, Customer Service, Consumer Lending, Business Development, Banking, Loans, Microsoft Excel, Sales, Team Leadership, Strategic Planning, Public Relations, Nonprofits, Finance, Credit, Management, Human Resources, Microsoft Office, Team Building
Education
University of Phoenix 2009 — 2013
BSB, Business Managment
MDA September 2013 - Present
MDA May 2007 - September 2013
Peoples Trust September 2006 - January 2007
PMC-Sierra August 2005 - April 2006
CityXpress Ltd. May 2004 - September 2004
eMedia IT Solutions August 2000 - September 2002
Macmillan October 1999 - March 2000
Skills
Systems Engineering, Requirements Analysis, Software Development, Integration, Linux, XML, SQL, System Design, Subversion, UML, Testing, Windows 7, Windows Server, SCCM, Operating Systems, Hardware, Computer Security, Computer Hardware, XP, Troubleshooting, Help Desk Support, Active Directory, Networking, Windows XP, Unix
Education
Kwantlen University College 2003 — 2007
Bachelor's degree, Information Technology
Fachhochschule München 2005 — 2005
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Chubb Edwards, a UTC Building and Industrial Systems company July 2014 - Present
BC Safety Authority March 2014 - May 2014
Peoples Trust May 2011 - May 2013
KPMG February 2004 - August 2010
TD Canada Trust January 2001 - January 2004
Canada Trust January 2000 - January 2001
Cashier/Customer ServiceBC Liquor Stores January 1999 - January 2000
Skills
Management, Customer Service, Sales, Office Administration, Employee Relations, Performance Management, Onboarding, Succession Planning, Recruiting, HR Policies, Employee Engagement, Talent Acquisition, Employee Training, Talent Management, Interviews, HR Consulting, Purchasing, Personnel Management, Leadership, Change Management, New Hire Orientations, HRIS, Payroll, Human Resources
Education
British Columbia Institute of Technology 2007 — 2010
Management Certificate, Human Resource Management, Distinction
British Columbia Institute of Technology / BCIT
Business Management Cerificate, Human Resource Management, Distinction
Simon Fraser University
Communication
Valerus Inc. May 2014 - Present
Dresser-Rand March 2013 - May 2014
My fit Foods November 2012 - January 2013
Willbros 2013 - 2013
BHP Billiton October 2012 - November 2012
Peoples Trust 2009 - 2010
Peoples Trust FCU 2008 - 2009
Notch Industrial Company February 1991 - October 2007
Skills
Microsoft Excel, Inventory Management, Budgets, Cash Management, Tax, Financial Reporting, QuickBooks, Banking, Accruals, Analysis, Internal Controls, Accounts Receivable, Microsoft Office, Project Management, Business Analysis, Finance, Accounts Payable, Customer Service, Risk Management, Credit, Accounting, Account Reconciliation, Business Process..., Financial Analysis, Strategic Planning, Training, Process Improvement, Management, Outlook, Auditing
Education
Fairleigh Dickinson University
The Hain Celestial Group January 2013 - Present
Peoples Trust September 2013 - April 2014
Canada Border Services Agency January 2012 - December 2012
Simon Fraser University January 2012 - December 2012
Western Economic Diversification Canada 2010 - 2011
Skills
Financial Analysis, Microsoft Excel, Business Analysis, Public Speaking, PowerPoint, Microsoft Word, Financial Forecasting, Word, Outlook, Excel, Internal Auditng, Salary Reviews, External Auditing, SAP Portal, IBM Cognos, SQL Server, Photoshop, Cost Accounting, Investment Strategies, Foreign Investment, Market Research, Accounts Payable, ERP, ERP Implementations, Managerial Accounting
Education
Chartered Financial Analyst Institute
CFA Level 2 Candidate, Finance
School of Certified General Accountant 2013 — 2015
Certified General Accountant PACE Lvl, Accounting
The University of British Columbia 2013 — 2014
Diploma of Accounting Program, Accounting
Simon Fraser University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business Finance
Peoples Trust August 2013 - Present
KPMG in Canada October 2011 - July 2013
BDO Canada January 2008 - October 2011
MVI Chartered Accountants 2007 - 2008
Vancouver Coastal Health 2004 - 2006
Skills
Assurance, Accounting, Tax, Audit, Financial Reporting, Auditing, Financial Statements, Internal Audit, Financial Audits, Financial Analysis, IFRS, Internal Controls, Payroll
Education
Institute of Chartered Accountants of BC 2010 — 2011
Chartered Accountant, Accounting
CA School of Business 2008 — 2010
CA Student, Accounting
BCIT 2005 — 2008
B-TECH, Accounting
Douglas College 2002 — 2005
Accounting Diploma, Accounting
Peoples Trust July 2012 - Present
Skills
Analysis, Software Documentation, Quality Assurance, Disaster Recovery, Business Requirements, Service Delivery, Business Analysis, ITIL, Requirements Analysis, Integration, Security, Access, SQL, Databases, Management, IT Service Management, Troubleshooting, Customer Relations, SLA, ATM, Computer Hardware, Document Management, Problem Solving, Microsoft Office, Coordination, Documentation, Data Analysis, Process Engineering, Gap Analysis, Automation, Crystal Reports, PCI DSS, Business Process..., SharePoint, InfoPath Forms, Nintex, Anti Money Laundering, Criminology
Education
University of the Fraser Valley 1997 — 2002
BA, Criminology
Camosun College 1993 — 1995
Diploma, Criminal Justice