RBC Dexia Investor Services
Industry: Company
DescriptionHeadquarters: London, United Kingdom Founded: January 2006
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RBC Dexia Investor Services Employees
QV Investors Inc. June 2010 - Present
Steadyhand Investment Funds Inc. April 2009 - August 2009
RBC Dexia Investor Services July 2005 - August 2008
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Mutual Funds, Capital IQ, Thomson One Banker, Bloomberg, Quantitative Analytics, Trading, Investment Management, Finance, Risk Management
Education
The University of British Columbia 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
The University of British Columbia 2000 — 2004
B.A., Economics
Jakarta International School 1996 — 2000
Rotman School of Management 2010 - 2012
BMO Capital Markets May 2011 - August 2011
RBC Dexia Investor Services November 2009 - September 2010
RBC Dexia Investor Services May 2008 - November 2009
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Capital Markets, Equities, Corporate Finance, Investment Banking, Risk Management, Equity Research, Business Analysis, Business Valuation, Derivatives, FX Options, Finance, Fixed Income, Options, Portfolio Management, VBA, Mergers & Acquisitions
Education
Chartered Financial Analyst Institute 2013 — 2013
Chartered Financial Analyst
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Finance, Investment Banking
Ryerson University 2004 — 2008
B.Comm, Finance
BMO Financial Group September 2013 - Present
Macquarie Bank January 2010 - September 2012
RBC Dexia Investor Services May 2007 - January 2010
Endeavour Volunteer Consulting for Non-Profits (Endeavour) 2009 - 2010
Skills
Financial Analysis, Corporate Finance, Business Analysis, Risk Management, Financial Reporting, Financial Modeling, Project Management, Bloomberg, Derivatives, Equities, Valuation, Finance, Strategic Financial..., Leadership, Investment Banking
Education
Queen's University 2012 — 2013
MBA
York University 2003 — 2007
BAS, Accounting
RBC Dexia Investor Services June 2007 - February 2012
RBC Dexia Investor Services Trust, 2007 - February 2012
Skills
Derivatives, Securities, Capital Markets, Mutual Funds, Fixed Income, Hedge Funds, Bloomberg, Equities, Financial Services, Financial Markets
Education
Queen's University 1998 — 1999
Masters, Finance and Economics
Canada Revenue Agency January 2013 - April 2013
RBC Dexia Investor Services 2002 - 2011
INDOK - Human Rights Information and Documentation Centre 2000 - 2002
HUNRA Hungarian Reading Association 1999 - 2002
Habitat for Humanity International 1999 - 2000
Bethania Medical Day Treatment Centre 1997 - 1999
Soros Foundation Romania 1992 - 1997
Babes-Bolyai University 1993 - 1996
Skills
Program Management, Project Management, Change Management, Management, Knowledge Management, Account Reconciliation, Financial Reporting, Accounting, Human Resources, Library Research, Nonprofits, Training, Customer Service, Project Planning, Library Instruction, Research, Library Science, Taxations, Library Management, Information Management
Education
Ryerson University 2011 — 2015
Postgraduate program, Finance and Financial Management Services; Canadian Taxation
Babes-Bolyai University
Bachelor's Degree, Economics, Finance-Accounting
Ministry of Education and Science Romania
Librarian with Superior Studies, Library and Information Science
RBC Investor & Treasury Services February 2012 - Present
RBC Dexia Investor Services December 2009 - April 2012
GLOBAL RUGS May 2005 - October 2009
Skills
Analysis, Customer Relations, Banking Operations, Financial Accounting, Business Strategy, Business Analysis, Problem Solving, Core Banking, Forecasting, Customer Service, Finance, Team Leadership, Strategic Planning, Sales, Auditing, Entrepreneurship, Leadership, Management, Financial Services, Cross-functional Team..., Mutual Funds, CRM, Financial Risk
Education
CGA 2010 — 2016
CGA Pace Level
Canadian Securities Institute 2006 — 2010
Simon Fraser University
Bachelor's Degree, Finance
Kensington Capital February 2015 - Present
FirePower Capital January 2013 - November 2014
Scolaris.ca March 2012 - September 2013
RBC Investor Services May 2012 - September 2012
Best Buy July 2008 - May 2012
Christian Family Worship Center January 2011 - January 2012
RBC Dexia Investor Services May 2011 - September 2011
Ipsos Reid March 2008 - August 2008
Skills
Sales, Finance, CRM, Forecasting, Debt & Equity Financing, Corporate Finance, Merger & Acquisition..., Debt Restructuring, Salesforce.com, Mezzanine, Financial Structuring, Financial Modeling, Private Equity Funding, Venture Capital, Cash Flow Lending, Venture Debt, Investment Banking, Corporate Development, Equities, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity, Valuation, Strategy
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance
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
eHealth Ontario June 2013 - Present
MediSystem Pharmacy June 2012 - May 2013
RBC Dexia Investor Services September 2006 - August 2012
Rogers Communications October 2005 - August 2006
Aluma Systems November 1998 - September 2005
Alcatel Network Systems May 1992 - August 1998
Skills
Service Delivery..., Change Management, Relationship Management, Project Management, Cost Management, Vendor Management, System Architecture, System Administration, Network Architecture, Network Administration, Telecommunications, Disaster Recovery, Risk Management, Security, IT Operations, SDLC, Business Analysis, Requirements Analysis, Enterprise Architecture, Management, Information Technology, Governance, ITIL, PMP, Integration, Software Project..., Team Leadership, IT Management, Solution Architecture, Process Improvement, IT Strategy, SharePoint, PMO, Networking, SOA
Education
Universitatea „Politehnica” din Timișoara
Master of Science in Engineering
TD Bank Financial Group January 2013 - Present
Deloitte Canada January 2013 - Present
RBC Dexia Investor Services August 2011 - Present
Lucerne Bay Consulting Inc. January 2010 - Present
Manulife Financial / John Hancock Financial May 2012 - December 2012
RBC Capital Markets February 2006 - July 2011
Towers Watson May 2003 - November 2005
General Motors Acceptance Corporation February 2000 - April 2003
Delaware Valley Financial Services June 1999 - January 2000
Citibank Financial Group June 1998 - May 1999
Skills
FX, Capital Markets, Payments, Staff Management, Server Architecture, MS Project, Offshore Project..., International Project..., Project Planning, Project Implementation, Project Finance, Fixed Income Trading, System Migration, Electronic Trading, FX trading, Trading Systems, Reuters, Bloomberg, Broadridge, Straight Through..., SWIFT, SOX, OSFI, Compliance Management, Regulatory Management, New Business Development, Revenue Generation, Conflict Management, Corporate Communications, Corporate Culture, Outsourcing Management, Offshore Software..., Risk Management, Middle Market, Wholesale Investment..., Change Management, Executive Communications, Stakeholder Management, Executive Management, Front Office, Middle Office, Back Office, FX Options, Project Management, Vendor Management, Program Management, eGRC, Fixed Income, Software Project..., Sarbanes-Oxley Act
Education
PMI Con't Education - Course held at University of Toronto 2013 — 2013
Stakeholder Management, Project/Program Management, Con't Education
PMI IS-COP Information Systems Community of Practice 2012 — 2012
Project Management Information Systems Webinars, Project Management Information Systems
PMI-SOC Southern Ontario Chapter 2012 — 2012
Project Management Webinars, Sessions, Project Management
Project Management Institute 2012 — 2012
PMP (#1509413) - PMI Certified Project Management Professional - 5/2012-5/2015, Project Management
IBM Canada 2008 — 2008
Certificate, Technical Writing for IT Professionals
RBC Campus 2007 — 2007
Certificate, Anti-Money Laundering and Anti-Terrorist Financing Core Program 2007
Information Technology Institute, Toronto, Canada 2006 — 2006
Certificate, J2EE Web Development Course
Compulearn, N.J 1998 — 1998
Certificate, Oracle Financials ERP Development Course
Compulearn, N.J 1997 — 1997
Oracle Development, Computer Science
Rutgers University – Camden 1995 — 1996
Business Courses, Business Management
KW Commercial November 2011 - Present
Keller Williams Realty, Inc. 2013 - 2014
Keller Williams Realty, Inc. 2013 - 2014
RBC Dexia Investor Services July 2005 - December 2008
International Financial Data Services December 2002 - June 2005
Purolator Courier August 1995 - December 2002
Skills
Financial Analysis, Negotiation, Customer Relations, Real Estate, Budgeting, Research, Valuation, Customer Service, Budgets, Investments, Analysis, Sales, Investment Properties, Finance, Financial Modeling, Public Speaking, Sellers
Education
Sheridan Technical Center 2011 — 2011
Real Estate Principles and Practices certificate, Real Estate pre-license course
Ryerson University 1995 — 2001
Bachelor of Commerce, Finance
Sheridan College 1992 — 1995
Business Administration, Finance
Scotiabank 2013 - 2014
BMO Capital Markets 2012 - 2013
BMO 2011 - 2012
RBC Dexia Investor Services 2010 - 2010
McMaster University 2009 - 2009
ArcelorMittal Dofasco 2008 - 2008
GE Capital 2008 - 2008
RBC 2005 - 2007
BaoSteel International Trade 1995 - 1999
Skills
Financial Modeling, Strategy, Financial Analysis, Business Analysis, Risk Management, Business Management, Analytics, Reporting, Capital Management, Relationship Building, Performance Metrics, Process Improvement, Corporate Finance, Investments, Credit Analysis, Banking, Competitive Analysis, Forecasting, Strategy Development, Financial Reporting, Business Valuation, Operational Efficiency, Market Research, Financial Accounting, Due Diligence, Financial Risk, Relationship Management, Management, Credit, Portfolio Management, Valuation, Project Management, Mentoring, Increased Profitability, Coaching, Counterparty Credit Risk
Education
CFA Institute
DeGroote School of Business, McMaster University 2007 — 2010
Master of Business Administration (M.B.A.), Major in Finance & Minor in Strategic Business Valuation, GMAT:710
University of Science and Technology Beijing
Bachelor of Engineering, Mechanical Engineering
Capco February 2015 - Present
Prompt Alert Inc. / Patient Prompt June 2014 - February 2015
Diamond Integrated Marketing May 2013 - February 2015
Prompt Alert Inc. / Patient Prompt March 2013 - June 2014
Prompt Alert Inc./ Patient Prompt July 2012 - May 2013
Women in Information Technology Management (WITM) May 2011 - May 2012
Tri-Mentoring Program - Ryerson Unversity September 2008 - May 2012
Tri-Mentoring Program at Ryerson University August 2008 - April 2012
RBC Dexia Investor Services May 2011 - September 2011
RBC Dexia Investor Services May 2010 - September 2010
Skills
Leadership, Software Documentation, Analysis, SDLC, Customer Service, Business Analysis, Public Speaking, Team Leadership, Teamwork, Project Planning, Quality Assurance, Training, Management, Coordinating Events, Event Planning, Data Analysis, Event Management, Strategic Planning, Requirements Analysis, Social Media, Microsoft Excel, Team Building, Presentations, Strategic Leadership, Recruiting, Higher Education, Software Implementation, Project Management, Consulting
Education
Ryerson University 2008 — 2012
BCOMM, Information Technology Management
CIBC August 2015 - Present
CIBC June 2012 - Present
CIBC April 2011 - June 2012
International Association of Business Communicators (Toronto Chapter) June 2010 - July 2011
RBC Dexia Investor Services November 2008 - February 2011
Scotiabank October 2004 - November 2008
Intesa Bank Canada (now HSBC) 2002 - 2004
Fleishman-Hillard 2000 - 2001
Canadian Bankers Association 1997 - 2000
Canada Trust 1992 - 1996
Skills
Strategic Communications, Corporate Communications, Internal Communications, Media Relations, Strategy, Communications Planning, Public Relations, Corporate Social..., Reputation Management, Strategic Planning, Speech Writing, Marketing Communications, Communication Training, Public Affairs, Budgets, Accreditation, Training, Business Strategy, Thought Leadership, Strategic..., Business, Financial Services, Team Leadership, Investor Relations, Risk Management, Recruiting, Messaging, Executive Management, Human Resources, Proposal Writing, Change Management, Stakeholder Management, Training/Mentoring, Crisis Management, Acquisition &..., Corporate Video..., Corporate Social Media
Education
International Association of Business Communicators
Professional Designation, Accredited Business Communicator
Ryerson University
Post-Degree Certificate in Public Relations
Sheridan College
Post-Graduate Diploma in Corporate Communications
York University
Bachelor of Arts Degree
York University
Degree Certificate in Practical Ethics
St. Ignatius of Loyola Secondary School, Oakville, Ontario
Scotiabank March 2009 - Present
DundeeWealth Inc. March 2006 - February 2009
DundeeWealth Inc December 2004 - March 2006
RBC Dexia Investor Services May 2001 - August 2002
Assante Wealth Management May 2001 - August 2002
IFDS May 2000 - October 2000
Skills
Mutual Funds, Securities, Business Analysis, Financial Services, Fixed Income, Trading Systems, Equities, Business Process Mapping, Business Requirements, Requirements Gathering, Wealth Management, Back Office, Data Analysis, Requirements Analysis, Salesforce.com
Education
Ryerson University 2001 — 2004
BComm, Information Technology Management
University of Minnesota-Twin Cities
Business Analysis Certificate
RBC Investor Services May 2012 - Present
RBC Dexia Investor Services December 2011 - May 2012
RBC Dexia Investor Services November 2010 - October 2011
Optima Communicatios Inc. October 2006 - December 2009
Skills
MS Office Suite, Sales, Cash Handling, Organizational Behavior, Negotiation, Multitasker, Problem Solving, Finance, Taxation, Accounting, Customer Service, PowerPoint, Access
Education
Ryerson University 2009 — 2012
Human Resources
Seneca College of Applied Arts and Technology 2006 — 2008
Business Administration
TZ Insurance Solutions July 2013 - Present
LDL Creations LLC dba Showoffs 2011 - September 2014
Farmers Insurance January 2013 - May 2013
Sonic Automotive February 2011 - 2011
Citicards April 2010 - December 2010
Congressional Motors November 2009 - March 2010
Rosenthal Nissan Mazda July 2009 - December 2009
RBC Dexia Investor Services November 2005 - April 2007
State Street Bank Luxembourg 1999 - 2005
Skills
Leadership, Public Speaking, Customer Service, Sales, Team Building, Marketing, Budgets, Insurance, Strategic Planning, Analysis, Negotiation, Project Management, Public Relations, Contract Negotiation, Sales Management, Customer Satisfaction, Project Planning, Operations Management, Training, Process Improvement, Account Management, Recruiting, Risk Management, Business Development, Banking, Problem Solving, Property
Education
Boston university, brussels, belgium 1995 — 1996
MSc, Administration
The Johns Hopkins University 1988 — 1992
Bachelor of Science, Social and Behavioral Sciences
American international School of Luxembourg 1982 — 1988
High School diploma, US high school curriculum
MSCI Inc. December 2012 - Present
Religare Capital Markets 2011 - September 2012
Lusight Research November 2007 - 2011
RBC Dexia Investor Services July 2006 - November 2007
RBC Royal Bank August 2003 - July 2006
Skills
Equity Research, Equities, Emerging Markets, Valuation, Capital Markets, Financial Modeling, Financial Markets, Bloomberg, Fixed Income, Investment Banking, Financial Analysis, Portfolio Management, Investments, Corporate Finance, Derivatives, Trading, Asset Managment, Investment Management, Equity Valuation, Securities, Institutional Sales
Education
CFA Institute 2004 — 2007
CFA Charterholder
Canadian Securities Institute 2003 — 2003
CSC
University of Guelph 1998 — 2002
Bachelor of Commerce
Assumption HS 1992 — 1998
Scotiabank February 2015 - Present
RBC February 2011 - February 2015
RBC Dexia Investor Services May 2007 - January 2011
RBC Royal Bank October 2002 - May 2007
Fitch Ratings April 2000 - October 2001
Vanik Incorporation Ltd January 1996 - March 2000
Sampath Bank July 1989 - June 1991
Education
FRM, Global Association of Risk Professionals
FRM, Risk Management
CMA (UK), Chartered Institute of Management Accountants
CMA, Chartered Management Accountant
CFA, CFA Institute
CFA, Chartered Financial Analyst
University of Moratuwa 1991 — 1995
BSc Eng, Computer Science and Engineering
Mon entreprise September 2008 - Present
RBC Dexia Investor Services 1994 - 2008
LA GARANTIE COMPAGNIE D'ASSURANCE 1990 - 1994
Education
1971 — 1973
MA Mktg, Administration-Marketing
ION Trading July 2013 - Present
Geneva Trading October 2012 - July 2013
Trinity College Dublin Investor's Society September 2011 - August 2012
University of Limerick Enterprise & Finance Society September 2010 - August 2011
RBC Dexia Investor Services January 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Investments, Corporate Finance, Finance, Venture Capital, Mathematics, Computing, Financial Statement..., Bloomberg Terminal, Trading, XTrader, C++, Spanish, CAIA, CFA, Wealth Management, Data Analysis, Derivatives, Financial Risk, Economics, Risk Management, Econometrics, Options, Futures Trading, Equities, Banking, Financial Modeling, Commodity, Transfer Agency, Quantitative Analytics, Bonds
Education
Trinity College, Dublin 2011 — 2012
Masters, Finance, 1.1 Honours Degree
University of Limerick 2007 — 2011
Bachelor, Business Studies, 2.1 Honours Degree
Castletroy College 2001 — 2007
Leaving Certificate, All Honours
CFA Institute
HOOPP (Healthcare of Ontario Pension Plan) March 2013 - Present
HOOPP (Healthcare of Ontario Pension Plan) December 2011 - February 2013
HOOPP (Healthcare of Ontario Pension Plan) May 2008 - December 2011
Bank of New York Mellon February 2007 - April 2008
Russell Investments August 2006 - February 2007
RBC Dexia Investor Services May 2003 - August 2005
Skills
Fixed Income, Analytics, Derivatives
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (Honours), Finance
Intellect Design Arena Ltd A Polaris Group Company April 2015 - Present
Enterprise Project Management Consulting January 2014 - Present
Federated Co-operatives Limited February 2012 - January 2014
Wells Fargo Home Mortgage January 2011 - January 2012
ResMor Trust Company November 2009 - December 2010
Bank of Montreal November 2007 - November 2009
RBC Dexia Investor Services June 2005 - October 2007
MGS Consulting 1997 - 2005
Skills
Project Management, Vendor Management, Portfolio Management, Banking, Program Management, SDLC, PMP, Project Delivery, PMO, Requirements Analysis, MS Project, Risk Management, Change Management, Artistry, Cross-functional Team..., Testing, Business Analysis, Integration, Requirements Gathering, Business Requirements, Software Project..., Process Improvement, Business Process, Disaster Recovery, Leadership, Governance, Project Planning, Resource Management, Agile Methodologies, Software Documentation, Business Intelligence, Project Portfolio..., IT Strategy, IT Management, SharePoint, Management, Team Leadership, Analysis, ERP, Strategy, Software Development, Business Process..., Team Management, Enterprise Software, Six Sigma, Systems Analysis, ITIL, Visio, Team Building, Training
Education
Ryerson University 1996 — 2001
Bachelor of Applied Arts, Information Technology, Business, Project Management, Computer Science, Data Management
FirePower Capital 2010 - Present
Mejuri 2013 - Present
Private Equity Boutique 2008 - 2009
RBC Dexia Investor Services 2007 - 2008
Skills
Entrepreneurship, Start-ups, Private Equity, New Business Development, Strategic Planning, Web Strategy, Online Marketing, Business Strategy, Investments, Business Planning, Venture Capital, Market Research, Consulting, Mergers, Strategy, Management Consulting, Business Development, CRM, Mergers & Acquisitions, Negotiation, Management, E-commerce, Marketing Strategy, Finance, Financial Analysis, Strategic Partnerships, Team Leadership, Executive Management, Valuation, Competitive Analysis, Leadership
Education
Ryerson University 2009 — 2010
MBA, International Business and Finance
University of Toronto 2002 — 2006
HBA, Economics and International Development
Mitsubishi UFJ Fund Services May 2009 - Present
Eye Level Art Gallery April 2011 - November 2014
Butterfield Fulcrum May 2009 - September 2013
RBC Dexia Investor Services June 2006 - April 2009
Skills
Financial Analysis, Strategic Planning, Budgets, Financial Statements, Payroll, Accounting, Fund Accounting, Management, Mutual Funds, Financial Modeling, Hedge Funds, Financial Reporting, Internal Controls, Investments, Auditing
Education
Saint Mary's University 2000 — 2005
B. Comm, Accounting
Saint Mary's University 1999 — 2005
Bachelor of Commerce (BCom), Accounting
BMO Financial Group March 2011 - Present
Merrill Lynch May 2007 - March 2011
RBC Dexia Investor Services February 2006 - May 2007
Skills
Accounting, Securitization, Financial Analysis, Mortgage Lending, Finance, Financial Modeling, Equities, Financial Reporting, Mutual Funds, Valuation
Education
CMA Ontario 2009 — 2012
CMA, Accounting
Saint Mary's University 2001 — 2005
BComm, Accounting
Visigo Software Consulting Inc January 2001 - Present
Shufflrr January 2013 - Present
Armour Technology Solutions November 2010 - April 2012
R&C Chartered Accountants March 2005 - November 2011
Broadstreet Data September 2010 - September 2010
RBC Dexia Investor Services September 2006 - June 2010
The Marco Corporation November 2009 - January 2010
Timeless Treasures Photography August 2002 - August 2008
SS&C Technologies May 2003 - June 2006
Parkin Architects Limited June 2003 - March 2006
Skills
SharePoint 2013, SharePoint 2010, ASP.NET Web API, ASP.Net MVC, HTML5, Javascript, Knockout.js, Angular.js, C#, Microsoft SQL Server, .NET, Software Architecture, ASP.NET, VB.NET, ASP, Crystal Reports, T-SQL, Visual Studio, Databases, SSIS, Database Design, XML, IIS, Web Services, WCF, SSRS, Business Analysis, Web Applications, SQL, Windows Server, JavaScript, SharePoint
Education
University of Guelph 1995 — 1999
Bachelor of Science, Computer Science
Mercedes-Benz Canada August 2015 - Present
Mercedes-Benz Canada March 2014 - July 2015
Mercedes-Benz Canada May 2012 - February 2014
Mercedes-Benz Canada January 2012 - May 2012
National Bank of Canada October 2010 - January 2012
Ryerson University May 2011 - September 2011
Ryerson University January 2011 - May 2011
Ryerson University October 2010 - December 2010
Mercedes-Benz Canada February 2010 - August 2010
RBC Dexia Investor Services May 2009 - August 2009
Skills
Leadership, Financial Reporting, Forecasting, Financial Analysis, Financial Modeling, Communication, Strategic Planning, Time Management, Microsoft Excel, Data Analysis, Teamwork, Finance, Project Planning, PowerPoint, Accounting, Access, Highly detail oriented, Banking, Microsoft Office, Customer Service, Microsoft Word, SAP, Outlook
Education
York University - Schulich School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Strategic Management
Ryerson University 2006 — 2010
Bcomm, Finance, Economics, Cumulative GPA: 3.8
RBC 2014 - Present
RBC Investor Services 2011 - 2013
RBC Dexia Investor Services 2003 - 2011
RBC Global Securities 1998 - 2003
CIBC Mellon 1994 - 1998
CIBC 1991 - 1994
T. Eaton Co 1987 - 1991
Skills
Global Custody, Securities, Financial Reporting, Back Office, Auditing, Change Management, Financial Analysis, Accounting, Team Leadership, Internal Audit, Project Management, System Development, Testing, Business Continuity..., G/L Reconciliations, Unit Costing, Transfer Pricing, Billing Solutions, Billing Systems, Strategic Financial..., Migration Projects, People Development, Forecasting, IT Audit, Accounts Receivable, Account Reconciliation, Process Improvement, Financial Services, Vendor Management, Analysis, Finance, Internal Controls, Management
Education
The Canadian Institute of Financial Planning 2011 — 2013
Diploma, Financial Planning
Canadian Securities Institute 1993 — 1994
CSC
CMA 1987 — 1994
CMA, Management Accounting
ISACA 1989 — 1989
CISA, Computer and Information Systems Security/Information Assurance
Seneca College of Applied Arts and Technology 1984 — 1987
Computer Programming & Analysis, Computer Science, 3.9
RBC November 2012 - Present
RBC Investor Services August 2011 - Present
RBC Dexia Investor Services January 2006 - July 2011
Skills
Economics, Political Economy, International Relations, International Political..., Statistics, Econometrics, eviews, Market Risk, Foreign Exchange, Fixed Income, Alternative Investments, Asset Managment, Hedging, Risk Management, Financial Markets, Eviews, VBA, Financial Modeling, Investments, Macroeconomics, Corporate Finance, Hedge Funds, Derivatives, Treasury, Capital Markets, Asset Management
Education
CAIA Association 2006 — 2008
CAIA, •Chartered Alternative Investment Analyst Association®
School of Oriental and African Studies, U. of London
International Finance
York University - Schulich School of Business 2001 — 2003
MBA
Canadian Securities Institute 2001 — 2002
CIM®, Chartered Investment Manager
University of Waterloo 1998 — 2001
BA, Economics
University of Waterloo 1987 — 1992
BASc, Chemical Engineering
Ontario Teachers' Pension Plan November 2012 - Present
RBC Investor Services October 2011 - November 2012
RBC Dexia Investor Services January 2011 - October 2011
RBC Dexia Investor Services March 2009 - December 2010
Alpha Trading Systems November 2007 - March 2009
Skills
Equities, Foreign Exchange, Back Office, FX trading
Education
Rotman School of Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Queen's University 1998 — 2002
HBA, Applied Economics
Havergal College
OAC
SANTANDER ASSET MANAGEMENT USA, LLC. August 2014 - Present
SANTANDER BANK S.A NY Branch. August 2011 - July 2014
Allfunds Alternative S.V (Member of SANTANDER BANK GROUP). October 2008 - August 2011
Allfunds Bank S.A (Member of SANTANDER BANK GROUP). May 2007 - October 2008
Allianz España January 2006 - May 2007
DWS INVESTMENTS SPAIN S.G.I.I.C January 2002 - December 2006
RBC Dexia Investor Services February 2001 - December 2001
Skills
Asset Managment, Risk Management, Insurance, Hedge Funds, Financial Markets, Market Risk, Banking, Credit, Financial Risk..., Economics, Structured Products, Capital Markets, Bloomberg, Equities, Derivatives, Quantitative Finance, Investment Banking, Trading, Portfolio Management, Alternative Investments, Financial Risk, Credit Risk, Liquidity Risk, Asset Management
Education
B.M.E Institute (Spain Stock Exchange Market). 2007 — 2008
Masters, Financial Risk Management
I.E.B (Stock Exchange Studies Institute) 2005 — 2005
Advanced Specialization Course, Risk Control in Financial Markets
I.E.B (Stock Exchange Studies Institute) 2005 — 2005
2005Course, Measure of Guarantee Funds Risk
I.E.B (Stock Exchange Studies Institute) 2004 — 2005
Masters, Portfolio Management
CESMA Business School 2003 — 2003
Course, Management Controlling
B.M.E Institute (Spain Stock Exchange Market). 2000 — 2000
2000Specialization Course, Investment Management
Universidad de Alcalá 1995 — 2000
B.S, Economics
City of Toronto December 2014 - Present
City Of Guelph January 2014 - December 2014
Medical Transportation Services March 2013 - March 2014
Team-1 Academy July 2012 - August 2013
CIBC World Markets March 2010 - June 2012
RBC - Canada October 2006 - September 2009
RBC Dexia Investor Services 2005 - 2006
Bank of Montreal January 2001 - February 2004
Bank of Montreal September 1998 - December 2000
Bank of Montreal September 1997 - August 1998
Skills
Public Safety, Disaster Response, Customer Service, Emergency Services, Life Safety, Rescue, Hazardous Materials, First Aid, Fire Protection, FX Options, Trading, Options, Organizational Agility, Emerging Markets, New Business Development, Banking, Data Analysis, Emergency Management, FX, Wealth Management, CRM, Business Development, Swaps
Education
Fire and Emergency Training Institute 2012 — 2013
Fire Fighter Diploma
University of Toronto 2009 — 2009
Carbon Finance Certificate
University of Missouri-Columbia, College of Business 1991 — 1996
Bsc.
B2B Bank September 2009 - January 2013
RBC Dexia Investor Services 2005 - 2008
RBC Dexia Investor Services 2000 - 2005
CIBC Mellon 1998 - 2000
Mackenzie Financial Corporation 1989 - 1998
Education
Ryerson University
University of Toronto at Scarborough
3C Technical Writing Incorporated 1996 - Present
Hewlett-Packard January 2013 - August 2014
Toronto Transit Commission August 2010 - June 2012
CIBC February 2009 - August 2010
RBC Dexia Investor Services June 2008 - October 2008
Scotiabank September 2007 - March 2008
CIBC February 2006 - June 2007
CDS June 2005 - November 2005
CIBC September 2004 - April 2005
KPMG August 2004 - August 2004
Skills
Technical Writing, Technical Documentation, Software Documentation, Manuals, Information Architecture, FrameMaker, Technical Communication, Editing, Copywriting, Resume Writing, Content Management, Online Help, RoboHelp, Web Content, Business Process, Training, Microsoft Office, Content Development, Documentation, Visio, Content Strategy, Web Content Management, Content Writing, Copy Editing, Corporate Communications, Information Design, Plain Language, Context-sensitive Help, Information Management, Proofreading, Single Sourcing, Adobe Acrobat, Information Mapping, SnagIt, Research, Blogging, User Documentation, Process Flow..., Web Content Creation, Online Research, Social Media Blogging
Education
York University - Glendon College 1991 — 1995
Honours B. A. in Translation, with a Certificate in Technical Writing
University of Manitoba 1981 — 1985
Bachelor of Arts (B.A.), Writing, Psychology, Languages and Sociology
American Writer's and Artists Institute
AWAI’s Accelerated Program for Six-Figure Copywriting, (In Progress)
Bell Center of Creative Communications, Toronto, Ontario
Information Architecture & Writing for the New Media
Digital Media Studios
Certificate in Digital Web Design
Human Factors International
The Science and Art of Effective Design
Information Mapping Inc., Toronto, Ontario
Writing for the Web, Developing Procedures, Policies, and Documentation
Information Security Training
Ryerson University
Cisco Certified Network Associate (CCNA) Routing and Switching
University of Toronto
Information Architecture, Information Management and Enterprise Content Management Technologies
AFEX June 2014 - Present
Jameson Bank September 2012 - June 2014
RBC Investor Services November 2011 - September 2012
RBC Dexia Investor Services August 2011 - November 2011
RBC Dexia Investor Services April 2010 - August 2011
RBC Dexia Investor Services August 2009 - April 2010
RBC Dexia Investor Services 2006 - April 2010
RBC FINANCIAL GROUP 2004 - 2007
X.EYE INC January 2001 - January 2004
OPEREX January 2000 - January 2001
Skills
Business Strategy, Cross-functional Team..., Change Management, Team Leadership, Operations Management, Contract Negotiation, Strategic Planning, People Management, Management, Program Management, Project Management, Business Analysis, Financial Services, Strategy, Business Planning, Leadership, Vendor Management, CRM, Banking, Analysis
Education
University of Phoenix
MBA, Technology Management
York University
H.B.Sc., Geography
Thornhill
Resource Label Group LLC September 2015 - Present
Ecclesiastical Insurance Group June 2014 - August 2015
Gambro February 2014 - June 2014
Canadian Bearings Ltd. August 2010 - September 2013
Kruger Products L.P. January 2010 - August 2010
Ministry of Government Services July 2009 - August 2009
University of Toronto September 2008 - August 2009
Ministry of Community and Social Services July 2008 - August 2008
Boston Pizza 2007 - 2008
RBC Dexia Investor Services June 2007 - October 2007
Skills
Employee Relations, Performance Management, Human Resources, HRIS, Recruiting, Training, Leadership, Strategic Planning, Payroll, HR Policies, Change Management, Interviews, Onboarding, Negotiation, Customer Service, Workforce Planning, Employee Benefits, Employment Law, Coaching, Organizational..., New Hire Orientations, Analytic Problem Solving, Organizational..., Project Management, Strategic Initiatives, Payroll Administration, Process Improvement, Applicant Tracking..., Benefits Administration, Customer Relations, Persuasion, Business Strategy, Business Process..., Analytics, Corporate Communications, Values-based Leadership, Organizational Behavior, Cpr Certified, Compensation & Benefits..., Conflict Management, Policy Development
Education
Seneca College of Applied Arts and Technology 2014 — 2016
Associate's Degree, Adult and Continuing Education and Teaching
Seneca College of Applied Arts and Technology 2011 — 2011
Associate's Degree, Project Management
University of Toronto 2008 — 2009
Masters, Industrial Relations and Human Resources
University of Toronto at Scarborough 2003 — 2008
Bachelors, Business Administration
Ryerson University
Certificate in Sustainability Management
TD December 2011 - Present
CIBC June 2011 - December 2011
RBC Dexia Investor Services December 2010 - June 2011
TD June 2009 - December 2010
Enbridge Gas Distribution February 2009 - June 2009
Scotiabank March 2008 - February 2009
TD November 2007 - March 2008
CIBC September 2004 - December 2007
Mackenzie Financial 2006 - 2007
Mackenzie Investments January 2004 - September 2004
Skills
User Acceptance Testing, SDLC, Quality Center, Requirements Gathering, Business Requirements, Test Planning, System Testing, Test Cases, Test Strategy, Testing, Functional Testing, Business Analysis, QTP, SQL, Regression Testing, Waterfall, DB2, Quality Assurance, Manual Testing, Software Quality..., Test Management, Software Documentation, JIRA, Visio, Requirements Analysis, Systems Analysis, Agile Methodologies, Defect Tracking, Oracle, Agile Testing, Software Project..., Test Automation, Scrum, Agile Project Management, HP QTP, HP Quality Center, Vendor Management
Education
Université René Descartes (Paris V) 1990 — 1996
Semiology
Universitatea „Alexandru Ioan Cuza” din Iași 1988 — 1990
Bachelor of Science (B.S.), Theoretical and Mathematical Physics
Liceul Emil Racovitza
TD Securities July 2013 - November 2014
TD Securities May 2013 - July 2013
Student Investment Fund at University of Waterloo January 2013 - April 2013
Sapient Global Markets September 2012 - December 2012
Scotiabank April 2011 - September 2011
RBC Dexia Investor Services September 2010 - December 2010
RBC Royal Bank January 2010 - May 2010
RBC Dexia Investor Services May 2009 - September 2009
Shanghai Far East Credit Rating Co., Ltd May 2008 - July 2008
Skills
VBA, Matlab, Financial Modeling, Risk Management, Monte Carlo Simulation, Bloomberg, Fincad, Reuters, R, C++, Java, Market Pricing, Performance Management, Quantitative Research, SQL, Microsoft Excel, Access, Financial Statement..., Data Analysis
Education
University of Waterloo 2008 — 2013
Bachelor of CFM, Computing and Financial Management; Honours, Co-op
CFA Institute
Passed CFA Level I
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
University of Florida - Warrington College of Business Administration 2007 — 2008
Bachelor, Finance
Gaither High School
Scotiabank Global Banking and Markets June 2015 - Present
RBC Capital Markets June 2012 - June 2015
RBC Capital Markets April 2010 - June 2012
RBC Dexia Investor Services September 2008 - March 2010
TD Bank Group September 2005 - September 2008
Skills
Fixed Income, Equity Derivatives, Market Risk, Options, Financial Markets, Investments, Derivatives, Trading, Bloomberg, Equities, Financial Modeling, FX Options, Capital Markets, Financial Services, Structured Products, Banking
Education
CFA Institute 2011 — 2011
Candidate: CFA Program Level 1
Institute of Canadian Bankers 2009 — 2009
Canadian Securities Course
Institute of Canadian Bankers 2008 — 2008
Investment Funds in Canada
Ryerson University 2004 — 2008
Bachelor of Commerce, Finance Major / Entrepreneurship Minor
Freshii October 2013 - July 2015
Couch Commerce Inc. (TeamBuy.ca Dealfind.com) 2012 - October 2013
RBC Dexia Investor Services 2007 - 2012
Investors Group Financial Services Inc. October 2005 - June 2006
Skills
Financial Accounting, Financial Analysis, Risk Management, Financial Reporting, Accounting, Finance, Internal Controls, Microsoft Office, Analysis, IFRS, Financial Modeling, Forecasting, Microsoft Excel, Account Reconciliation
Education
CGA - Certified General Accountants of Ontario 2011 — 2014
Seneca College of Applied Arts and Technology 2006 — 2011
Accounting
University of Toronto - New College 2000 — 2005
H.BSci, Mathematics
CanDeal 2009 - Present
ETRUSCA Made in Italy 2011 - Present
George Weston Limited & Loblaw Companies Limited 2008 - 2009
RBC Dexia Investor Services 2006 - 2007
RBC Dexia Investor Services 2005 - 2006
Ontario Financing Authority 2003 - 2003
Skills
Relationship Management, Sales, Fixed Income, Capital Markets, Risk Management, Bonds, Financial Analysis, Financial Modeling, Securities, Treasury Management, Electronic Trading, Banking
Education
University of Charleston 2001 — 2004
BS, Majors: Accounting & Business Admin
Richview C. I.
Superior Court of Justice - Toronto September 2014 - December 2014
SRK Law Professional Corporation May 2014 - September 2014
SRK Law Professional Corporation May 2013 - September 2013
RBC Dexia Investor Services May 2011 - September 2011
ScotiaMcLeod June 2009 - September 2009
Walker Information June 2008 - August 2008
Yak Communications June 2007 - September 2007
Education
University of Western Michigan Thomas M. Cooley Law School 2012 — 2015
Juris Doctor (J.D.), Canadian Law/Legal Studies/Jurisprudence, Cum Laude
The University of Western Ontario 2007 — 2011
Management and Organizational Studies, Finance
Michael Page November 2014 - Present
QUADRANT COSMETICS July 2013 - October 2014
Queen's University September 2009 - May 2013
QUADRANT COSMETICS May 2012 - September 2012
RBC Dexia Investor Services May 2011 - September 2011
RBC Dexia Investor Services July 2010 - September 2010
Skills
Bilingualism, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Strategy, Sales Management, Banking, Risk Management, Event Planning
Education
Queen's University 2008 — 2012
BA Honours, Economics
Nielsen January 2012 - November 2013
Rogers Communications May 2011 - September 2011
RBC Dexia Investor Services December 2008 - April 2010
RBC Dexia Investor Services November 2007 - December 2008
Beauty Systems Group March 2006 - November 2007
HDFC Bank August 2004 - April 2005
Skills
Business Analysis, Marketing Strategy, Market Research, Financial Analysis, Business Strategy, Strategic Planning, Team Leadership, Competitive Analysis, Management, Marketing, Analysis, Data Analysis, Forecasting, Teamwork, Budgets, Customer Service, Business Development, Analytics, Negotiation, Social Media Marketing, Social Media, Cross-functional Team..., Pricing
Education
Ryerson University 2010 — 2011
MBA, Marketing
University of Mumbai 2003 — 2005
Master's Of Commerce, Commerce
Xavier Institute of Management 2003 — 2004
Diploma in Business Management (Part- Time), Business Management
University of Mumbai 1998 — 2003
Bachelor of Commerce, Commerce
Callisto Integration February 2014 - Present
Sheridan College September 2010 - December 2013
MCW Custom Energy Solutions April 2013 - August 2013
CIBC September 2012 - December 2012
CIBC January 2012 - April 2012
RBC Dexia Investor Services June 2011 - September 2011
GCEngineers May 2010 - May 2011
Skills
JavaScript, MySQL, Java, PHP, C#, CSS, HTML, C++, C, Unix, Microsoft Office, Operating Systems, ASP.NET, jQuery, Troubleshooting, SQL, Eclipse, Windows, Oracle, Python, Programming
Education
Sheridan College 2010 — 2013
Systems Analyst, Programming
Father Michael Goetz Secondary School 2002 — 2006
Alberta Investment Management Corporation November 2012 - February 2015
BMO Financial Group July 2010 - June 2012
Citco Fund Services 2008 - 2010
RBC Dexia Investor Services May 2006 - March 2008
Gap Inc. 2000 - 2001
Skills
Risk Analytics, Pricing Analysis, Quantitative Risk..., P&L Analysis, P&L Forecasting, Financial Reporting, Aexeo, Derivative Accounting, Financial Modeling, Risk Management, Market Risk Management, Value at Risk (VaR), Surplus at Risk (SaR), Expected Tail Loss, Benchmarking, Econometrics, Monte Carlo Simulation, Sensitivity Analysis, Scenario Analysis, Risk Forecasting, Stress Testing, ALM Study & Risk..., Asset Allocation..., Pension Investments, Project Management, Vendor Management, Economic Research, SQL, SAS programming, Eviews, Stata, VBA, Access, Hyperion, Essbase Progress, FID FIRM, MPower, Infinity, Trust Systems, Eagle, IFRS & GAAP, Derivatives, Hedge Funds, Capital Markets, Market Risk, Financial Risk, FX Options, Investments, Options, Bloomberg
Education
The University of New Mexico School of Economics 2002 — 2005
Masters, Economics
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2001
Masters, Business Administration, Finance
University of Calcutta 1993 — 1996
Bachelors, (Hons), Commerce
Assembly of God Church School
Scotia Capital September 2011 - Present
Penson Canada January 2010 - August 2011
RBC Dexia Investor Services March 2006 - December 2009
Raymond James 2005 - 2006
Skills
Securities Lending, Bloomberg, Equities, Fixed Income
Education
University of New Brunswick 1998 — 2003
BBA
College Boreal September 2007 - Present
Hansa Language Centre / Hansa College 2010 - 2010
RBC Dexia Investor Services December 2007 - December 2008
TD Visa Canada Trust March 2007 - December 2007
Airclip June 2005 - October 2006
Skills
French, English, PowerPoint, Microsoft Office, Customer Relations, Webex, Training & Development, Project Facilitation, Teaching English, Customer Service
Education
Université Laval 1997 — 2000
MBA, Management
Paris University 1991 — 1997
Bachelor, Information & Communication
Hansa Language Centre
RBC Investor Services March 2012 - Present
RBC Investor & Treasury Services March 2012 - April 2014
RBC Dexia Investor Services May 2009 - July 2012
RBC Dexia Investor Services September 2008 - May 2009
RBC Dexia Investor Services January 2008 - September 2008
Reuters Financial Software December 2006 - January 2008
Reuters Financial Software May 2006 - December 2006
Reuters Financial Software January 2005 - May 2006
Reuters Financial Software January 2004 - December 2004
Reuters February 2003 - December 2003
Skills
FX, Derivatives, Trading, Integration, SDLC, FX Options, Risk Management, Pre-sales, Trading Systems, Market Data, Project Planning, Software Development, Project Management, Management, Enterprise Architecture, Quality Assurance, Financial Markets, Data Center, Business Analysis, Strategy, Software Project..., Program Management, Basel II, Capital Markets, Business Intelligence, Banking, Back Office, IT Management, IT Strategy, Requirements Analysis, Financial Services, Requirements Gathering, Enterprise Software, Leadership, Testing, Product Management, Consulting, PMO
Education
Université de Liège 1986 — 1991
Master of Science (MSc), computer
Bank Of America August 2011 - April 2014
RBC Dexia Investor Services March 2006 - August 2011
Baxter Inc. September 2002 - March 2006
Skills
Test Planning, Quality Assurance, Quality Center, Software Quality..., User Acceptance Testing, QTP, Test Automation, Testing, Performance Testing, System Testing, Regression Testing, Defect Tracking, VBScript, SQL, SDLC, Test Management, Test Strategy, Manual Testing, Agile Testing, LoadRunner, Agile Methodologies, Black Box Testing, JIRA, HP QTP
Education
University of Bucharest 1987 — 1992
Bachelor of Engineering (B.Eng.), Materials Science
CIBC Asset Management June 2014 - Present
RBC Investor Services July 2012 - May 2014
RBC Dexia Investor Services April 2007 - July 2012
RBC Dexia Investor Services February 2004 - April 2007
RBC Global Services 2000 - 2004
Skills
Business Transformation, Risk Management, Management, Strategy, Financial Services, Banking, Hedge Funds, Global Custody, Securities
Education
Queen's University
LLB, Law
Wilfrid Laurier University
BBA, Business
The Economical Insurance Group January 2011 - February 2012
MOE 2009 - 2009
RBC Dexia Investor Services 2008 - 2009
RBC Dexia Investor Services 2008 - 2009
Manulife Financial 2006 - 2007
Lafarge Construction Materials 2005 - 2006
Datamatics Consultants Inc. 1981 - 1994
Jeraisy-Wang Computer Services 1988 - 1990
Datamatics Consultants Inc. 1981 - 1984
Datamatics Consultants Inc. 1981 - 1983
Skills
Project Management, SQL, Lotus Domino, Requirements Analysis, Project Portfolio..., Management Consulting, SDLC, Software Project..., Integration, Business Intelligence, Business Analysis, Management, XML, Requirements Gathering, IT Strategy, Business Process, Software Development, ITIL, Analysis, CRM
Education
St. Xavier's College 1973 — 1977
The Canadian Depository for Securities Limited (CDS) February 2009 - Present
INTRIA Items Inc. July 2007 - August 2008
RBC Dexia Investor Services January 2005 - January 2006
University Health Network 2001 - 2004
Sun Life Financial April 1999 - August 1999
Skills
IT Service Management, Business Analysis, Change Management, Analysis, ITIL, Disaster Recovery, Governance, Vendor Management, System Administration, Requirements Analysis, Business Requirements, Risk Management, Visio, Security, Lotus Notes, Access, IT Audit, Banking, Financial Risk, Microsoft Office, Management, Incident Management, Process Improvement
Education
Association of Certified Fraud Examiners 2014 — 2015
Certified Fraud Examiner (CFE), Financial Forensics and Fraud Investigation
CSI: Canadian Securities Institute 2009 — 2010
Derivatives Market Specialist (DMS)
CSI: Canadian Securities Institute 2006 — 2007
Canadian Securities Course (CSC)
Ryerson University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
Ontario Teachers' Pension Plan June 2014 - Present
Ontario Teachers' Pension Plan April 2011 - May 2014
Ontario Teachers' Pension Plan April 2010 - April 2011
Ontario Teachers' Pension Plan August 2009 - April 2010
Ontario Teachers' Pension Plan April 2008 - August 2009
RBC Dexia Investor Services September 2007 - April 2008
TD Bank Group January 2007 - September 2007
TD Bank Group October 2005 - January 2007
Bank of Montreal March 2004 - October 2004
Skills
Fixed Income Analysis, Bloomberg, Equity Research, Equity Valuation, Quantitative Finance, Fixed Income, Bloomberg Terminal, Market Risk, Derivatives, Hedge Funds, Capital Markets, Financial Statement..., Swaps, Financial Modeling, Portfolio Management
Education
University of Waterloo 2002 — 2004
Master of Mathematics, Actuarial Science
University of Waterloo 2000 — 2002
Master of Science (MSc), Inorganic Chemistry
University of Science and Technology of China 1995 — 2000
Bachelor of Science (BSc), Material Science and Engineering
RBC Dexia Investor Services ConsultantRoyal Bank of Canada2001 - 2005
Zymark 2000 - 2001
Caliper Life Sciences 2000 - 2001
Prudential Insurance 1998 - 2000
Bell Sygma 1996 - 1997
Nortel 1995 - 1996
Education
University of New Brunswick 1984 — 1985
Master, Computer Aided Design
TD September 2013 - Present
RBC October 2011 - July 2013
The Tramore Group January 2011 - September 2011
Scotiabank September 2010 - January 2011
RBC March 2009 - September 2010
RBC Dexia Investor Services 2008 - 2008
RBC 2007 - 2008
Bank of Montreal 2005 - 2007
CIBC 2004 - 2005
Rogers 2003 - 2004
Skills
Project Management, SDLC, Financial Services, PMO, Vendor Management, Banking, IT Strategy, Software Project..., Outsourcing, Governance, Software Documentation, Risk Management, Program Management, Enterprise Risk..., Management Consulting, Commercial Banking, Basel II, SaaS, IT Transformation, Operational Risk, Microsoft Project, Regulatory Compliance, Archer, Business Analysis, Requirements Analysis, Visio, PowerPoint
Education
Rhodes University 1969 — 1972
B. Soc Sc, Social Work, Sociology
Rhodes University 1969 — 1972
Bachelor of Soc Science, Social Work
U.S. Petroleum Exploration April 2014 - Present
M.A.C Cosmetics May 2010 - Present
RBC Dexia Investor Services November 2007 - May 2010
Pulse Voice Inc. 2005 - 2007
Skills
Equities, Securities, Back Office, Bloomberg, Mutual Funds, Fixed Income, Financial Services, Derivatives, Banking, Settlement, Asset Management, Corporate Actions
Education
Seneca College of Applied Arts and Technology 2002 — 2005
Business Management Diploma
RBC Investor & Treasury Services January 2015 - Present
RBC Investor & Treasury Services December 2013 - Present
RBC Investor Services July 2012 - Present
RBC Dexia Investor Services January 2010 - July 2012
RBC Dexia August 2009 - March 2010
RBC Dexia August 2007 - August 2009
Skills
Risk Management, Change Management, Process Improvement, Business Process..., Operational Risk, Team Management, Cross-functional Team..., Relationship Management, PMO, Business Analysis, Strategy, Financial Analysis, Mutual Funds, Portfolio Management, SDLC, Financial Modeling, Financial Services, Vendor Management, Project Delivery, Banking, Business Transformation, Project Portfolio...
Education
University of Guelph 1991 — 1995
B.Comm, Marketing
Lorne Park Secondary School
IWA Forest Industry Pension and LTD Plans October 2014 - Present
IWA - Forest Industry Pension Plan November 2013 - September 2014
The University of British Columbia February 2011 - October 2013
RBC Dexia Investor Services 2003 - February 2011
RBC Global Services, London UK 2002 - 2003
Royal Trust Corporation of Canada 1994 - 1998
Skills
Investments, Relationship Management, Equities, Pensions, Portfolio Management, Business Development, Financial Services, Analysis, Business Analysis, Securities, Finance, Business Strategy, Risk Management, Mutual Funds, Strategic Planning, Banking, Financial Modeling
Education
Simon Fraser University 2006 — 2008
Executive MBA
University of Toronto - New College 1985 — 1990
B.Sc, Physics
Lombard Odier Securities (Canada) Inc. September 2013 - Present
RBC Investor Services January 2012 - September 2013
RBC Dexia Investor Services May 2006 - January 2012
RBC Royal Bank March 2003 - May 2006
Education
CFA Institute 2008 — 2012
CFA, Analyse financière
Université du Québec à Montréal / UQAM 2003 — 2007
B.B.A., Business Administration
Canadian Securities Institute 2002 — 2003
CSC, Investment Advice
Collège Jean-de-Brébeuf 1998 — 2000
DEC, Social Sciences
State Street October 2014 - Present
International Financial Data Services January 2011 - October 2014
RBC Dexia Investor Services July 2001 - December 2010
State Street October 1994 - June 2001
Skills
Hedge Funds, Relationship Management, Mutual Funds, Securities, Financial Services, Equities, Wealth Management, Asset Management, Fixed Income, Investments, Alternative Investments, Portfolio Management, Capital Markets, Banking, Derivatives, Fund Administration, Financial Markets, Pensions, FX Options, Investment Management, Risk Management, Back Office, Trading, Strategic Financial..., Bloomberg, ETFs, Options, Bonds, Investment Banking, Private Banking
Education
Trent University 1990 — 1994
Bachelor Admistrative Studies, Business
Scotiabank Global Banking and Markets April 2015 - Present
Desjardins Capital Markets November 2014 - April 2015
Desjardins Capital Markets August 2012 - October 2014
Northbridge Financial Corporation January 2010 - July 2012
Scotia Capital April 2008 - August 2008
RBC Dexia Investor Services June 2007 - August 2007
Skills
Risk Management, Investment Banking, Portfolio Management, Trading, Analysis, Equities, Due Diligence, Investments, Derivatives, Fixed Income, Equity Research
Education
Queen's University 2005 — 2009
B.Com., Finance
CFA Institute 2009 — 2011
PSP Investments September 2005 - Present
RBC Dexia Investor Services August 2000 - August 2005
SEI Investments December 1999 - August 2000
Canagex December 1997 - December 1999
Canagex July 1997 - December 1997
Skills
Performance Measurement
Education
Universite de Montreal 1995 — 1996
Minor, English Studies
Universite de Montreal 1994 — 1995
Faculté de Droit
Université du Québec à Montréal 1991 — 1994
BAA, Finance
RBC Royal Bank May 2008 - Present
RBC Dexia Investor Services January 2006 - May 2008
Royal Trust (RBC) January 1994 - December 2005
Skills
Financial Analysis, PowerPoint, Financial Reporting, Managing Database, Account Reconciliation, Forecasting, Presentation Design, Financial Investigation, Testing, Procedure Manuals
Education
Certified Management Accountants of Ontario 2009 — 2012
Ryerson University
BAA
Ontario Real Estate Association April 2015 - Present
RBC GTR Private Banking April 2012 - March 2015
RBC Royal Bank October 2010 - April 2012
RBC Dexia Investor Services September 2009 - September 2010
BMO Harris Private Banking June 2006 - June 2009
Skills
Office Management, Organizational..., Outstanding Customer..., Administrative..., Recruiting, Customer Service, Microsoft Excel, Sales, Sales Management
Education
Toronto School of Business 1997 — 1997
Certificate in Business Administration
Westview Centennial Secondary School 1982 — 1986
Secondary School Graduation Diploma, SSGD
Segal Rogerscasey Canada December 2007 - Present
RBC Dexia Investor Services 2000 - 2004
Skills
Fixed Income, Asset Allocation, Hedge Funds, Alternative Investments, Investment Strategies, Asset Management, Investment Management, Portfolio Management, Bloomberg, Capital Markets, Equities, Financial Services, Mutual Funds, Wealth Management, Investments
Education
Ryerson University 1994 — 1998
Freelance September 2011 - Present
Toronto District School Board October 2014 - Present
Oxford Learning Center September 2012 - May 2014
Central Technical School 2013 - 2013
Ryerson University September 2008 - December 2011
Birchmount Veterinary Clinic April 2008 - October 2011
Statistics Canada May 2011 - August 2011
KIP: Knowledge is Power February 2007 - August 2011
RBC Dexia Investor Services October 2007 - December 2007
Toronto Hydro May 2006 - August 2007
Skills
Research, Analysis, Education, Endocrinology, Tutoring, Nutrition, Inventory Management, Supervisory Skills, Life Sciences, Customer Service, Microsoft Office, Problem Solving, Time Management, Editing, Data Analysis, Public Speaking, PowerPoint, Excel, Writing, Word, Statistics, Technical Writing, Teamwork, Teaching, Scheduling, Outlook, English, Critical Thinking, SPSS, Quality Assurance, Strategic Planning, Administration, Data Entry, Government, Science, Report Writing, Cell Biology, Ecology, Biochemistry, Molecular Biology, Community Outreach, Event Planning
Education
University of Toronto - Ontario Institute for Studies in Education 2013 — 2014
Bachelor of Education (B.Ed.)
Ryerson University 2008 — 2010
M.Sc., Molecular Science
University of Guelph 2004 — 2007
B.Sc. (Hons), Animal Biology
CGI April 2010 - Present
RBC Dexia Investor Services March 2007 - November 2009
RBC November 2002 - February 2007
Royal Trust February 1998 - November 2002
Royal Trust October 1997 - February 1998
Noteable! July 1996 - October 1997
Skills
Integration, SOA, Customer Relations, Lotus Notes, Application Development, Software Development, Customer Service, CRM, SDLC, SharePoint, Requirements Gathering, Oracle, SQL, Business Analysis, IT Strategy, Solution Architecture, Business Requirements, Websphere, Data Warehousing, Microsoft SQL Server, ETL, .NET, Software Project..., Requirements Analysis, Agile Methodologies, Data Modeling, Enterprise Architecture, Systems Analysis, Business Intelligence
Education
Queen's University 1992 — 1996
BScH, Computers and Information Science
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - Present
RBC Investor Services May 2012 - June 2013
RBC Dexia Investor Services July 2011 - June 2012
RBC Dexia Investor Services September 2010 - August 2011
RBC Dexia Investor Services November 2008 - September 2010
Skills
ETFs, Fund Accounting, Derivatives, Investments, Options, Fund Administration, Mutual Funds, Bloomberg, Hedge Funds, Equities, Fixed Income, Securities, Corporate Actions, Alternative Investments, Fund Of Funds, Fair Market Value, Financial Reporting, Bloomberg Terminal, Asset Management, Financial Analysis, Valuation
Education
Certified Management Accountant 2011 — 2013
CMA, Management Accounting
CSI 2011 — 2011
University of Guelph 2004 — 2008
BBA Honours, Accounting
RSA June 2014 - Present
TD Insurance September 2012 - June 2014
RBC Investor Services September 2011 - August 2012
RBC Dexia Investor Services October 2010 - June 2011
BMO Capital Markets September 2007 - October 2010
EDS Group 1998 - 2004
EDS Group 1989 - 1996
Skills
SDLC, PMO, Business Analysis, Vendor Management, Requirements Analysis, Project Delivery, Requirements Gathering, Business Requirements, User Acceptance Testing, Risk Management, Program Management, Project Management, Business Process..., Business Transformation, Financial Services, Fixed Income, Integration, Requirements Management
Education
Schulich School of Business 1998 — 1999
Master's Certificate in Project Management
Seneca College of Applied Arts and Technology 1980 — 1983
Computer Programming & Analysis, Information Technology
Stanford University
Stanford Certified Project Manager in progress, Project Management
RBC Dexia Investor Services Manager, Digital Strategy- Investments & Wealth ManagementRBCNovember 2013 - Present
Skills
Requirements Gathering, Business Requirements, Business Analysis, SDLC, Requirements Analysis, Mutual Funds, User Acceptance Testing, Financial Services, Project Delivery, PMO, Banking, Project Portfolio..., Business Process..., Visio
Education
Queen's University
BA
Bayer HealthCare June 2011 - Present
TD Bank Group September 2010 - June 2011
RBC Dexia Investor Services February 2007 - May 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Data Analysis, Customer Service, SAP, Analysis, Business Analysis, Microsoft Office, Process Improvement, Project Management, SQL
Education
Ryerson University 2001 — 2006
B.Comm, Finance, Business, Psychology
RBC Dexia Investor Services August 2007 - Present
RBC Dexia Investor Services August 2006 - August 2007
Education
Queen's University 2011 — 2012
Master of Management in Finance
University of Toronto 2002 — 2006
Bachelor of Business Administration, with High Distinction, Finance
Strategic Information Technology Ltd. October 2011 - Present
A Taste of Serenity April 2011 - Present
AEGON Canada / Transamerica April 2009 - October 2011
Aga Khan Education Board for Ontario September 2008 - April 2011
RBC Dexia Investor Services November 2007 - May 2008
Aga Khan Youth and Sports Board April 2007 - August 2007
Women's College Hospital May 2006 - February 2007
Skills
Business Analysis, Requirements Gathering, Quality Assurance, Business Process, Analysis, Requirements Analysis, SDLC, Software Documentation, Business Process..., Customer Service, Microsoft Office, Testing, Microsoft Excel, Teamwork, Research, Troubleshooting, Business Requirements, Time Management, Microsoft Word, Social Media, Event Planning, Risk Management, Test Planning, Training, Process Improvement, Business Strategy, Data Analysis, SQL, Team Leadership, Vendor Management, SharePoint, Leadership, Banking, Systems Analysis, Strategic Planning, Project Management, Management, Project Planning, System Administration, Team Building, Databases, IT Strategy, PMO, Security, Access, Program Management, User Acceptance Testing, Business Intelligence, Financial Services
Education
University of Toronto 2014 — 2015
Certificate in Business Analysis, Business and Professional Studies
Ryerson University 2003 — 2007
Bachelors of Social Work, Social Work, Psychology
RBC Dexia Investor Services May 2011 - September 2011
Skills
Financial Reporting, Financial Analysis, Research, Change Management, Financial Accounting, PowerPoint, Teamwork, Auditing, Microsoft Word, IFRS, Accounting, Project Management, Team Leadership, Account Reconciliation, Microsoft Excel, Microsoft Office, Leadership, Time Management, Customer Service
Education
York University 2010 — 2013
Ryerson University
CIBC August 2013 - Present
IBM January 2012 - August 2013
Algorithmics, an IBM Company September 2010 - December 2011
RBC Dexia Investor Services December 2007 - September 2010
TD Securities November 2002 - December 2007
Skills
Risk Management, Quantitative Finance, Product Development
Education
The University of Georgia 1996 — 1998
Doctoral Studies, Mathematics
University of Toronto 1994 — 1996
M.Sc., Mathematics
University of Toronto 1991 — 1994
B.Sc., Mathematics, High Distinction
RBC Dexia Investor Services 2007 - 2008
RBC Dexia Investor Services 2006 - 2007
Skills
Technical, Experience with...
Education
Ryerson University 1996 — 2000
Bachelor of Commerce (B.Com.), Hospitality Administration/Management