RBC Direct Investing
Description
RBC Direct Investing is the brokerage division of the Royal Bank of Canada. Founded: 1989 Parent organization: Royal Bank Holding Inc.
RBC Direct Investing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Direct Investing. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40 RBC Direct Investing employees in database. Find out everything there's to know about RBC Direct Investing employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RBC Direct Investing Employees
Employee
Years
Job
Industry
Michalina Szulc Michalina Szulc's RBC Direct Investing Experience July 2004 - July 2005
Job Program Management Consultant at RBC
Industry Banking
Experience
RBC August 2013 - Present
RBC Insurance June 2011 - August 2013
IBM Global Business Services August 2010 - June 2011
RBC Insurance August 2007 - August 2010
RBC 2006 - 2007
RBC 2005 - 2006
RBC Direct Investing July 2004 - July 2005
RBC Direct Investing August 2003 - July 2004
Skills
Management Consulting, PMO, Lean Six Sigma, Project Management, Business Process, Business Analysis, Business Strategy, Strategic Planning, Business Requirements, Management, Cross-functional Team..., Requirements Gathering, Project Portfolio..., Strategy, Program Management, Business Process..., Risk Management, Governance, Project Planning, Software Project..., Analysis, Change Management, Vendor Management, PMP, User Acceptance Testing, Integration, Requirements Analysis, SDLC, Business Transformation, Project Delivery, Visio, Business Intelligence, MS Project, IT Strategy, Stakeholder Management, Process Improvement, Outsourcing, Resource Management
Education
Heriot-Watt University 2003 — 2006
MBA
University of Waterloo - St. Jerome's University 1998 — 2003
Hon BA, Economics
RBC August 2013 - Present
RBC Insurance June 2011 - August 2013
IBM Global Business Services August 2010 - June 2011
RBC Insurance August 2007 - August 2010
RBC 2006 - 2007
RBC 2005 - 2006
RBC Direct Investing July 2004 - July 2005
RBC Direct Investing August 2003 - July 2004
Skills
Management Consulting, PMO, Lean Six Sigma, Project Management, Business Process, Business Analysis, Business Strategy, Strategic Planning, Business Requirements, Management, Cross-functional Team..., Requirements Gathering, Project Portfolio..., Strategy, Program Management, Business Process..., Risk Management, Governance, Project Planning, Software Project..., Analysis, Change Management, Vendor Management, PMP, User Acceptance Testing, Integration, Requirements Analysis, SDLC, Business Transformation, Project Delivery, Visio, Business Intelligence, MS Project, IT Strategy, Stakeholder Management, Process Improvement, Outsourcing, Resource Management
Education
Heriot-Watt University 2003 — 2006
MBA
University of Waterloo - St. Jerome's University 1998 — 2003
Hon BA, Economics
Ehsan Butt, CFA, FRM Ehsan Butt, CFA, FRM's RBC Direct Investing Experience January 2011 - June 2014
Job Senior Risk Analyst at 1832 Asset Management LP
Industry Banking
Experience
1832 Asset Management LP June 2014 - Present
RBC Direct Investing January 2011 - June 2014
RBC Royal Bank April 2008 - January 2011
State Bank of Pakistan January 2003 - January 2005
Skills
Risk Management, Asset Management, Banking, Fixed Income, Equities, Asset Managment, Trading, Mortgage Lending, Finance, Strategy, Business Planning, Portfolio Management, Investments
Education
University of the Punjab, Lahore 1998 — 2000
Master of Business Economics, Economics and Finance
Ryerson University
Certificate in Financial Mathematics Modeling (In Progress)
1832 Asset Management LP June 2014 - Present
RBC Direct Investing January 2011 - June 2014
RBC Royal Bank April 2008 - January 2011
State Bank of Pakistan January 2003 - January 2005
Skills
Risk Management, Asset Management, Banking, Fixed Income, Equities, Asset Managment, Trading, Mortgage Lending, Finance, Strategy, Business Planning, Portfolio Management, Investments
Education
University of the Punjab, Lahore 1998 — 2000
Master of Business Economics, Economics and Finance
Ryerson University
Certificate in Financial Mathematics Modeling (In Progress)
Nicholas Constas Nicholas Constas's RBC Direct Investing Experience July 2013 - Present
Job Investment Service Representative at RBC
Industry Banking
Experience
RBC Direct Investing July 2013 - Present
Bank of Montreal March 2010 - June 2013
Climate Change Capital February 2013 - April 2013
Richardson GMP Limited June 2012 - September 2012
Equinox June 2009 - March 2010
Winners Homesense March 2008 - April 2009
Skills
Team Leadership, Reliability, Customer Service, Banking, Market Research, Sales, Investments, Valuation, Marketing, Strategy, Financial Analysis, Time Management, Teamwork
Education
Concordia University 2009 — 2012
Bachelor of Commerce, International Business
John Abbott College 2007 — 2009
DEC, Social Science - Commerce
Loyola High School 2002 — 2007
High School Diploma
RBC Direct Investing July 2013 - Present
Bank of Montreal March 2010 - June 2013
Climate Change Capital February 2013 - April 2013
Richardson GMP Limited June 2012 - September 2012
Equinox June 2009 - March 2010
Winners Homesense March 2008 - April 2009
Skills
Team Leadership, Reliability, Customer Service, Banking, Market Research, Sales, Investments, Valuation, Marketing, Strategy, Financial Analysis, Time Management, Teamwork
Education
Concordia University 2009 — 2012
Bachelor of Commerce, International Business
John Abbott College 2007 — 2009
DEC, Social Science - Commerce
Loyola High School 2002 — 2007
High School Diploma
Sangeeta Hariharan Sangeeta Hariharan's RBC Direct Investing Experience July 2003 - Present
Job
Industry Banking
Experience
RBC Direct Investing July 2003 - Present
SHCIL SERVICES LTD April 1999 - April 2001
Skills
Relationship Management, Banking, Capital Markets, Risk Management, Mutual Funds, Business Analysis, Portfolio Management, Team Management, MIS
Education
Indian Institute of Technology, Bombay
Master's Degree, Statistics and Operational Research
Kendriya Vidyalaya Sothern Command , Pune
Science
RBC Direct Investing July 2003 - Present
SHCIL SERVICES LTD April 1999 - April 2001
Skills
Relationship Management, Banking, Capital Markets, Risk Management, Mutual Funds, Business Analysis, Portfolio Management, Team Management, MIS
Education
Indian Institute of Technology, Bombay
Master's Degree, Statistics and Operational Research
Kendriya Vidyalaya Sothern Command , Pune
Science
Ahmad Omar Ahmad Omar's RBC Direct Investing Experience September 2013 - Present
Job Investment Representative at RBC Direct Investing
Industry Investment Management
Experience
RBC Direct Investing September 2013 - Present
RBC Direct Investing April 2009 - September 2013
Royal Bank of Canada September 2006 - April 2009
Skills
Banking, Retail Banking, Canadian Securities..., Conduct and Practices..., Investments, Credit, Insurance, Wealth Management, Mutual Funds, Credit Analysis, Loans, Portfolio Management, Financial Services, Relationship Management, Credit Risk, Fixed Income
Education
Sheridan College
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
RBC Direct Investing September 2013 - Present
RBC Direct Investing April 2009 - September 2013
Royal Bank of Canada September 2006 - April 2009
Skills
Banking, Retail Banking, Canadian Securities..., Conduct and Practices..., Investments, Credit, Insurance, Wealth Management, Mutual Funds, Credit Analysis, Loans, Portfolio Management, Financial Services, Relationship Management, Credit Risk, Fixed Income
Education
Sheridan College
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Michelle Rawlins Michelle Rawlins's RBC Direct Investing Experience June 2003 - March 2008
Job IT Manager, Mobile Banking at RBC
Industry Financial Services
Experience
RBC July 2014 - Present
Boarded Hall February 2014 - Present
Royal Bank of Canada August 2011 - July 2014
RBC March 2008 - July 2011
RBC Direct Investing June 2003 - March 2008
Skills
User Acceptance Testing, Quality Center, Test Planning, Software Quality..., SDLC, Testing, Requirements Gathering, Quality Assurance, Regression Testing, Business Requirements, Banking, System Testing, Business Analysis
Education
Ryerson University 2008 — 2010
Certificate, Retail and Service Management
York University 2002 — 2006
BSc, Kinesiology (major), Psychology (minor)
RBC July 2014 - Present
Boarded Hall February 2014 - Present
Royal Bank of Canada August 2011 - July 2014
RBC March 2008 - July 2011
RBC Direct Investing June 2003 - March 2008
Skills
User Acceptance Testing, Quality Center, Test Planning, Software Quality..., SDLC, Testing, Requirements Gathering, Quality Assurance, Regression Testing, Business Requirements, Banking, System Testing, Business Analysis
Education
Ryerson University 2008 — 2010
Certificate, Retail and Service Management
York University 2002 — 2006
BSc, Kinesiology (major), Psychology (minor)
Kathy Paddon Kathy Paddon's RBC Direct Investing Experience July 2003 - December 2006
Job Manager, Client Services
Industry Financial Services
Experience
BMO Financial Group May 2011 - Present
Manulife Mutual Funds January 2009 - April 2011
AIC 2008 - 2009
RBC Dexia Investor Services October 2007 - July 2008
RBC Direct Investing July 2003 - December 2006
RBC Dominion Securities January 2000 - July 2003
London Life August 1996 - January 2000
Prudential Life Insurance 1996 - 1998
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Securities, Equities, Insurance, AML
Education
Durham College 1984 — 1987
Food & Pharmaceutical Technology, Food & Pharmaceutical Technology (3 yr. Program)
BMO Financial Group May 2011 - Present
Manulife Mutual Funds January 2009 - April 2011
AIC 2008 - 2009
RBC Dexia Investor Services October 2007 - July 2008
RBC Direct Investing July 2003 - December 2006
RBC Dominion Securities January 2000 - July 2003
London Life August 1996 - January 2000
Prudential Life Insurance 1996 - 1998
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Securities, Equities, Insurance, AML
Education
Durham College 1984 — 1987
Food & Pharmaceutical Technology, Food & Pharmaceutical Technology (3 yr. Program)
Alessio Catino Alessio Catino's RBC Direct Investing Experience November 2011 - Present
Job Investment Services Representative
Industry Retail
Experience
RBC Direct Investing November 2011 - Present
Skills
Investments, Financial Services, Customer Service, Finance, Technical Analysis, Microsoft Office, Teamwork, Analysis, Bloomberg, Financial Modeling, Valuation, Fundamental Analysis, Stock Market, Foreign Exchange, ThomsonOne, Online Marketing, MetaTrader, Professional..., Attention To Detail, Website Creation, Courses, Sales, Mutual Funds, Banking, Financial Analysis, Leadership
Education
Concordia University 2008 — 2011
Bachelor of Commerce, Finance (John Molson School of Business)
Dawson College 2006 — 2008
DEC, Commerce
Collège Laval 2001 — 2006
DES, Sciences
RBC Direct Investing November 2011 - Present
Skills
Investments, Financial Services, Customer Service, Finance, Technical Analysis, Microsoft Office, Teamwork, Analysis, Bloomberg, Financial Modeling, Valuation, Fundamental Analysis, Stock Market, Foreign Exchange, ThomsonOne, Online Marketing, MetaTrader, Professional..., Attention To Detail, Website Creation, Courses, Sales, Mutual Funds, Banking, Financial Analysis, Leadership
Education
Concordia University 2008 — 2011
Bachelor of Commerce, Finance (John Molson School of Business)
Dawson College 2006 — 2008
DEC, Commerce
Collège Laval 2001 — 2006
DES, Sciences
Debola Kay Debola Kay's RBC Direct Investing Experience 2006 - 2010
Job Financial services professional
Industry Banking
Experience
RBC August 2014 - Present
RBC August 2013 - August 2014
National Bank of Canada 2010 - 2012
RBC Direct Investing 2006 - 2010
TD Visa August 2005 - November 2006
Skills
Mutual Funds, Fixed Income, Equities, Options, Financial Services, Investments, Pensions, Trading, Credit, Accounting, Portfolio Management, Derivatives, Securities, Banking, Wealth Management
Education
McGill University 2002 — 2005
Bachelor in Commerce, Accounting, Operations Management
Institut Québécois de la Planification Financière
Fin.Pl., Financial Planning
RBC August 2014 - Present
RBC August 2013 - August 2014
National Bank of Canada 2010 - 2012
RBC Direct Investing 2006 - 2010
TD Visa August 2005 - November 2006
Skills
Mutual Funds, Fixed Income, Equities, Options, Financial Services, Investments, Pensions, Trading, Credit, Accounting, Portfolio Management, Derivatives, Securities, Banking, Wealth Management
Education
McGill University 2002 — 2005
Bachelor in Commerce, Accounting, Operations Management
Institut Québécois de la Planification Financière
Fin.Pl., Financial Planning
Michael Ricciardi Michael Ricciardi's RBC Direct Investing Experience May 2014 - Present
Job Investment Service Representative at RBC Direct Investing│CFA Level 2 Candidate
Industry Financial Services
Experience
RBC Direct Investing May 2014 - Present
TD December 2011 - May 2014
Bombay & Co. Inc June 2010 - November 2011
Education
Concordia University 2011 — 2014
Bachelor's Degree, Honors Finance, 3.8 GPA
Vanier College 2009 — 2011
Honors Commerce
RBC Direct Investing May 2014 - Present
TD December 2011 - May 2014
Bombay & Co. Inc June 2010 - November 2011
Education
Concordia University 2011 — 2014
Bachelor's Degree, Honors Finance, 3.8 GPA
Vanier College 2009 — 2011
Honors Commerce
Allan Xavier Allan Xavier's RBC Direct Investing Experience October 2009 - January 2012
Job Associate Advisor
Industry Investment Management
Experience
RBC Dominion Securities January 2012 - November 2014
RBC Direct Investing October 2009 - January 2012
Concordia University - John Molson School of Business September 2008 - April 2009
Skills
Financial Analysis, Microsoft Office, Portfolio Management, Microsoft Excel, Bloomberg, ThomsonOne
Education
Concordia University 2005 — 2009
BComm
RBC Dominion Securities January 2012 - November 2014
RBC Direct Investing October 2009 - January 2012
Concordia University - John Molson School of Business September 2008 - April 2009
Skills
Financial Analysis, Microsoft Office, Portfolio Management, Microsoft Excel, Bloomberg, ThomsonOne
Education
Concordia University 2005 — 2009
BComm
Ovett Edwards Ovett Edwards's RBC Direct Investing Experience February 2010 - May 2010
Job Investment and Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2011 - Present
BMO InvestorLine August 2010 - June 2011
BMO InvestorLine April 2010 - September 2010
RBC Direct Investing February 2010 - May 2010
All Can 1998 - 2008
Education
Concordia University 2000 — 2005
RBC Wealth Management 2011 - Present
BMO InvestorLine August 2010 - June 2011
BMO InvestorLine April 2010 - September 2010
RBC Direct Investing February 2010 - May 2010
All Can 1998 - 2008
Education
Concordia University 2000 — 2005
Jose El Khaiat, CIM Jose El Khaiat, CIM's RBC Direct Investing Experience June 2006 - June 2007
Job Associate Advisor at RBC Dominion Securities Inc.
Industry Investment Management
Experience
RBC Dominion Securities Inc. July 2007 - Present
RBC Direct Investing June 2006 - June 2007
Skills
Wealth Management, Portfolio Management, Mutual Funds, Financial Planning, Equities, Investments, Estate Planning, Bonds, Fixed Income, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Options, Investment Strategies, Asset Allocation, Strategic Financial...
Education
Université du Québec à Montréal 1995 — 2000
Bachelor of Science (B.S.), Biotechnology
RBC Dominion Securities Inc. July 2007 - Present
RBC Direct Investing June 2006 - June 2007
Skills
Wealth Management, Portfolio Management, Mutual Funds, Financial Planning, Equities, Investments, Estate Planning, Bonds, Fixed Income, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Options, Investment Strategies, Asset Allocation, Strategic Financial...
Education
Université du Québec à Montréal 1995 — 2000
Bachelor of Science (B.S.), Biotechnology
Arif Akhtar Arif Akhtar's RBC Direct Investing Experience September 2011 - Present
Job Investment Service Representative at RBC Direct Investing
Industry Financial Services
Experience
RBC Direct Investing September 2011 - Present
CIBC Wood Gundy March 2006 - May 2009
Scotiabank 2003 - 2006
Skills
Investments, Equities, Asset Management, Financial Analysis, Economics, Research, Banking, Trading, Wealth Management, Financial Planning, Portfolio Management, Bloomberg, Fixed Income, Securities, Financial Modeling, Risk Management, Valuation, Excel, Statistics
Education
University of Toronto 2001 — 2003
Certificate of Financial Analysis and Investment Management
University of Illinois Springfield 1991 — 1994
MA, Economics
University of Minnesota-Morris 1986 — 1990
BA, Economics and Business Economics
Souther Illinois University
RBC Direct Investing September 2011 - Present
CIBC Wood Gundy March 2006 - May 2009
Scotiabank 2003 - 2006
Skills
Investments, Equities, Asset Management, Financial Analysis, Economics, Research, Banking, Trading, Wealth Management, Financial Planning, Portfolio Management, Bloomberg, Fixed Income, Securities, Financial Modeling, Risk Management, Valuation, Excel, Statistics
Education
University of Toronto 2001 — 2003
Certificate of Financial Analysis and Investment Management
University of Illinois Springfield 1991 — 1994
MA, Economics
University of Minnesota-Morris 1986 — 1990
BA, Economics and Business Economics
Souther Illinois University
Geoff Pomper Geoff Pomper's RBC Direct Investing Experience September 2011 - Present
Job Manager Vancouver Investor Centre at RBC Direct Investing
Industry Investment Management
Experience
RBC Direct Investing September 2011 - Present
RBC Dominion Securities November 2004 - September 2011
RBC Royal Bank 2003 - 2004
RBC Action Direct 1999 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Wealth Management, Equities
Education
The University of British Columbia 1991 — 1996
BA, Political Science
Magee 1986 — 1991
High School, High School
RBC Direct Investing September 2011 - Present
RBC Dominion Securities November 2004 - September 2011
RBC Royal Bank 2003 - 2004
RBC Action Direct 1999 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Wealth Management, Equities
Education
The University of British Columbia 1991 — 1996
BA, Political Science
Magee 1986 — 1991
High School, High School
Sagar Gill Sagar Gill's RBC Direct Investing Experience August 2013 - Present
Job Senior Manager, Product & Pricing Strategies at RBC Direct Investing
Industry Banking
Experience
RBC Direct Investing August 2013 - Present
RBC July 2011 - July 2013
The Richard Ivey School of Business March 2010 - April 2011
YMCA of Greater Toronto December 2008 - March 2010
Satyam August 2007 - November 2008
Indian Army (Logistics) April 2004 - March 2007
Indian Army (Infantry) March 2002 - March 2004
Skills
Strategy, Business Strategy, Leadership, Strategic Planning, Team Leadership, Management, Talent Acquisition, Business Analysis, Management Consulting, Credit Risk, Process Improvement, Change Management, Business Process..., Financial Modeling, Public Speaking, Product Management, Pricing Strategy, Product Strategies, Competitive Analysis, Executive Presentation..., Risk Management, Cross-functional Team..., Analysis, CRM
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2011
MBA, Leadership, Finance
Indian Institute of Management, Bangalore 2007 — 2007
Post Graduate Certificate in Business Mgt, (Corporate Strategy, Corporate Finance, HRM, SCM, Ops Mgt, Investment Analysis and Risk Mgt)
School of Logistics Management, Bangalore 2006 — 2006
Certificate in Logistics Mangement, (Military Strategy, Military Logistics)
Officers Training Academy, Chennai 2001 — 2002
Military Management, Military Strategy, Tactics, Leadership
Guru Nanak Dev University 1997 — 2000
Bachelor of Business Administration, Business Management, Marketing
RBC Direct Investing August 2013 - Present
RBC July 2011 - July 2013
The Richard Ivey School of Business March 2010 - April 2011
YMCA of Greater Toronto December 2008 - March 2010
Satyam August 2007 - November 2008
Indian Army (Logistics) April 2004 - March 2007
Indian Army (Infantry) March 2002 - March 2004
Skills
Strategy, Business Strategy, Leadership, Strategic Planning, Team Leadership, Management, Talent Acquisition, Business Analysis, Management Consulting, Credit Risk, Process Improvement, Change Management, Business Process..., Financial Modeling, Public Speaking, Product Management, Pricing Strategy, Product Strategies, Competitive Analysis, Executive Presentation..., Risk Management, Cross-functional Team..., Analysis, CRM
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2011
MBA, Leadership, Finance
Indian Institute of Management, Bangalore 2007 — 2007
Post Graduate Certificate in Business Mgt, (Corporate Strategy, Corporate Finance, HRM, SCM, Ops Mgt, Investment Analysis and Risk Mgt)
School of Logistics Management, Bangalore 2006 — 2006
Certificate in Logistics Mangement, (Military Strategy, Military Logistics)
Officers Training Academy, Chennai 2001 — 2002
Military Management, Military Strategy, Tactics, Leadership
Guru Nanak Dev University 1997 — 2000
Bachelor of Business Administration, Business Management, Marketing
Elton Lau Elton Lau's RBC Direct Investing Experience May 1999 - January 2000
Job Investment Consulting, Mercer
Industry Investment Management
Experience
Mercer August 2011 - Present
RBC Dominion Securities October 2005 - July 2011
RBC Dominion Securities August 2001 - October 2005
RBC Royal Trust January 2000 - April 2001
RBC Direct Investing May 1999 - January 2000
RBC December 1998 - May 1999
Skills
Mutual Funds, Research, Equities, Investments, Portfolio Management, Wealth Management, Due Diligence, Structured Products, ETFs, Investment Strategies, Alternative Investments, Asset Allocation, Strategic Financial..., Asset Management, Financial Advisory, Wealth, Investment Advisory, Financial Services, Hedge Funds, Investment Management, Pensions
Education
Queen's University 2003 — 2005
Masters of Business Administration, Executive MBA
University of Toronto 1994 — 1998
Bachelor of Science (B.Sc.)
Mercer August 2011 - Present
RBC Dominion Securities October 2005 - July 2011
RBC Dominion Securities August 2001 - October 2005
RBC Royal Trust January 2000 - April 2001
RBC Direct Investing May 1999 - January 2000
RBC December 1998 - May 1999
Skills
Mutual Funds, Research, Equities, Investments, Portfolio Management, Wealth Management, Due Diligence, Structured Products, ETFs, Investment Strategies, Alternative Investments, Asset Allocation, Strategic Financial..., Asset Management, Financial Advisory, Wealth, Investment Advisory, Financial Services, Hedge Funds, Investment Management, Pensions
Education
Queen's University 2003 — 2005
Masters of Business Administration, Executive MBA
University of Toronto 1994 — 1998
Bachelor of Science (B.Sc.)
Karuna Ramkumar Karuna Ramkumar's RBC Direct Investing Experience November 2009 - June 2013
Job Manager Intake, Mobile & Online Technology
Industry Investment Banking
Experience
RBC 2014 - Present
RBC June 2013 - June 2014
RBC Direct Investing November 2009 - June 2013
RBC Direct Investing Inc. May 2006 - November 2009
Skills
Investment banking..., •Stocks, options,..., Business Analysis, Testing, Trading, Requirements Analysis, Investments, Equities, Mutual Funds, Requirements Gathering, Fixed Income, Business Intelligence, SDLC, Options, Data Warehousing, Business Requirements, Vendor Management, Agile Methodologies, User Acceptance Testing, PMP, PMO, Banking, Analysis, Financial Services, Risk Management
Education
Canadian Securities Institute 2005 — 2006
Canadian Securities
Osmania University 1993 — 1996
Bachelor of Commerce (B.Com.), Accounting
National Institute of Information Technology 1988 — 1989
Dilopma in Information Technology, Software
RBC 2014 - Present
RBC June 2013 - June 2014
RBC Direct Investing November 2009 - June 2013
RBC Direct Investing Inc. May 2006 - November 2009
Skills
Investment banking..., •Stocks, options,..., Business Analysis, Testing, Trading, Requirements Analysis, Investments, Equities, Mutual Funds, Requirements Gathering, Fixed Income, Business Intelligence, SDLC, Options, Data Warehousing, Business Requirements, Vendor Management, Agile Methodologies, User Acceptance Testing, PMP, PMO, Banking, Analysis, Financial Services, Risk Management
Education
Canadian Securities Institute 2005 — 2006
Canadian Securities
Osmania University 1993 — 1996
Bachelor of Commerce (B.Com.), Accounting
National Institute of Information Technology 1988 — 1989
Dilopma in Information Technology, Software
Kumudu De Silva MFin, DMS, FCSI's RBC Direct Investing Experience January 2013 - June 2015
Job Trading Analyst at Aequitas NEO Exchange
Industry Capital Markets
Experience
Aequitas NEO Exchange July 2015 - Present
RBC Direct Investing January 2013 - June 2015
RBC Direct Investing January 2012 - January 2013
RBC Direct Investing October 2005 - December 2011
Skills
Trading, Financial Analysis, Banking, Credit, Investments, Fixed Income, Investment Banking, Derivatives, Mutual Funds, Financial Modeling, Portfolio Management, Equities, Analysis, Bloomberg, Capital Markets, Finance, Corporate Finance, Securities, Risk Management, Financial Risk, Valuation, Hedge Funds
Education
Queen's University 2014 — 2015
Master of Finance, Finance
Aequitas NEO Exchange July 2015 - Present
RBC Direct Investing January 2013 - June 2015
RBC Direct Investing January 2012 - January 2013
RBC Direct Investing October 2005 - December 2011
Skills
Trading, Financial Analysis, Banking, Credit, Investments, Fixed Income, Investment Banking, Derivatives, Mutual Funds, Financial Modeling, Portfolio Management, Equities, Analysis, Bloomberg, Capital Markets, Finance, Corporate Finance, Securities, Risk Management, Financial Risk, Valuation, Hedge Funds
Education
Queen's University 2014 — 2015
Master of Finance, Finance
Jim Varlas Jim Varlas's RBC Direct Investing Experience June 2004 - March 2006
Job Project Manager at St. Joseph Content
Industry Broadcast Media
Experience
St. Joseph Content August 2007 - Present
RBC Dominion Securities March 2006 - August 2007
RBC Direct Investing June 2004 - March 2006
Skills
Advertising, Project Management, Management, Team Leadership, Marketing Communications, Marketing, Account Management, Digital Marketing, Team Management, Social Media, Marketing Strategy, Social Media Marketing, Analysis, Microsoft Office, Project Planning, Leadership, Customer Service, Team Building, Retail, Creative Direction, Strategic Planning, Customer Satisfaction
Education
Ryerson University
Bachelor's Degree, Marketing Management
George Brown College
Business Marketing, Marketing
St. Joseph Content August 2007 - Present
RBC Dominion Securities March 2006 - August 2007
RBC Direct Investing June 2004 - March 2006
Skills
Advertising, Project Management, Management, Team Leadership, Marketing Communications, Marketing, Account Management, Digital Marketing, Team Management, Social Media, Marketing Strategy, Social Media Marketing, Analysis, Microsoft Office, Project Planning, Leadership, Customer Service, Team Building, Retail, Creative Direction, Strategic Planning, Customer Satisfaction
Education
Ryerson University
Bachelor's Degree, Marketing Management
George Brown College
Business Marketing, Marketing
Phouvieng Saythathongsak, ECMP Phouvieng Saythathongsak, ECMP's RBC Direct Investing Experience June 2006 - October 2011
Job Application Manager, Kofax Capture at RBC
Industry Financial Services
Experience
RBC June 2013 - February 2014
RBC Online Brokerage and Insurance Solutions October 2011 - June 2013
RBC Direct Investing June 2006 - October 2011
Skills
BRD, Business Requirements, Retail Banking, Requirements Gathering, Banking, Mutual Funds, Wealth Management, Business Analysis, Financial Services, Risk Management, Fixed Income, Derivatives, Equities, Investments, Requirements Analysis, Vendor Management, Relationship Management
Education
Ryerson University 2000 — 2004
BCOM, Finance
NACI
RBC June 2013 - February 2014
RBC Online Brokerage and Insurance Solutions October 2011 - June 2013
RBC Direct Investing June 2006 - October 2011
Skills
BRD, Business Requirements, Retail Banking, Requirements Gathering, Banking, Mutual Funds, Wealth Management, Business Analysis, Financial Services, Risk Management, Fixed Income, Derivatives, Equities, Investments, Requirements Analysis, Vendor Management, Relationship Management
Education
Ryerson University 2000 — 2004
BCOM, Finance
NACI
Christopher Puma, CIM, FCSI Christopher Puma, CIM, FCSI's RBC Direct Investing Experience May 2008 - August 2009
Job Senior Financial Advisor at RBC Royal Bank
Industry Investment Banking
Experience
RBC August 2014 - Present
RBC Phillips, Hager and North September 2009 - August 2014
RBC Direct Investing May 2008 - August 2009
Royal Direct May 2007 - April 2008
Ministry of Government Services – Government of Ontario August 2005 - August 2006
Skills
Portfolio Management, Investments, Equities, Fixed Income, Derivatives, Banking, Securities, Risk Management, Trading, Financial Services, Options, Financial Markets, Wealth Management, Financial Planning, Asset Allocation, Mutual Funds, Investment Strategies
Education
Financial Planning Standards Council (CFP)
Financial Planning and Services
York University 2000 — 2004
Bachelor of Arts (Honors), Political Science
Humber College 2005 — 2006
Post-Grad Certificate in Public Administration
Canadian Securities Institute
Fellow of the Canadian Secruities Institute (FCSI)
Canadian Secruities Institute
Chartered Investment Manager (CIM), Discretionary Money Management
Canadian Securities Institute (CSI)
Investments and Securities
RBC Training
Trader Training Course, RBC Direct Investing
RBC August 2014 - Present
RBC Phillips, Hager and North September 2009 - August 2014
RBC Direct Investing May 2008 - August 2009
Royal Direct May 2007 - April 2008
Ministry of Government Services – Government of Ontario August 2005 - August 2006
Skills
Portfolio Management, Investments, Equities, Fixed Income, Derivatives, Banking, Securities, Risk Management, Trading, Financial Services, Options, Financial Markets, Wealth Management, Financial Planning, Asset Allocation, Mutual Funds, Investment Strategies
Education
Financial Planning Standards Council (CFP)
Financial Planning and Services
York University 2000 — 2004
Bachelor of Arts (Honors), Political Science
Humber College 2005 — 2006
Post-Grad Certificate in Public Administration
Canadian Securities Institute
Fellow of the Canadian Secruities Institute (FCSI)
Canadian Secruities Institute
Chartered Investment Manager (CIM), Discretionary Money Management
Canadian Securities Institute (CSI)
Investments and Securities
RBC Training
Trader Training Course, RBC Direct Investing
Long Chung's RBC Direct Investing Experience November 2007 - January 2010
Job Associate Investment Counsellor at RBC Phillips Hager & North Investment Counsel
Industry Investment Management
Experience
RBC Wealth Management - PH&N Investment Counsel February 2010 - Present
RBC Direct Investing November 2007 - January 2010
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Investments, Equities, Fixed Income, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management..., Financial Planning, Retirement Planning, Securities, Asset Management, Financial Analysis, Derivatives, Investment Policy...
Education
Canadian Securities Institute 2003 — 2003
CSC, CPH
Handelshögskolan - Göteborg University 2001 — 2002
Exchange, Finance
Concordia University 1999 — 2002
Bachelor of Commerce, Finance
RBC Wealth Management - PH&N Investment Counsel February 2010 - Present
RBC Direct Investing November 2007 - January 2010
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Investments, Equities, Fixed Income, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management..., Financial Planning, Retirement Planning, Securities, Asset Management, Financial Analysis, Derivatives, Investment Policy...
Education
Canadian Securities Institute 2003 — 2003
CSC, CPH
Handelshögskolan - Göteborg University 2001 — 2002
Exchange, Finance
Concordia University 1999 — 2002
Bachelor of Commerce, Finance
Hamda Khan's RBC Direct Investing Experience June 1998 - Present
Job Investigation and customer care officer at RBC Direct Investing
Industry Investment Banking
Experience
RBC DIRECT INVESTING June 1998 - Present
RBC Direct Investing March 1998 - Present
RBC Direct Investing 1990 - 2010
RBC Capital Markets 1998 - 2001
Skills
Training, Banking, Change Management, Coaching, Team Leadership, Investments, Strategic Planning, Performance Management, Customer Service
Education
Government College University, Lahore 1972 — 1975
ma, psychology
Government College University, Lahore 1972 — 1974
psychology
Government College University, Lahore 1971 — 1974
ma, psychology
Government College University, Lahore 1969 — 1974
ma, psychology
Government College University, Lahore 1971 — 1973
ma, psychology
RBC DIRECT INVESTING June 1998 - Present
RBC Direct Investing March 1998 - Present
RBC Direct Investing 1990 - 2010
RBC Capital Markets 1998 - 2001
Skills
Training, Banking, Change Management, Coaching, Team Leadership, Investments, Strategic Planning, Performance Management, Customer Service
Education
Government College University, Lahore 1972 — 1975
ma, psychology
Government College University, Lahore 1972 — 1974
psychology
Government College University, Lahore 1971 — 1974
ma, psychology
Government College University, Lahore 1969 — 1974
ma, psychology
Government College University, Lahore 1971 — 1973
ma, psychology
Jeff Varey's RBC Direct Investing Experience 2002 - 2005
Job VP RBC Dominion Securities
Industry Capital Markets
Experience
RBC Dominion Securities July 2005 - Present
RBC Direct Investing 2002 - 2005
Skills
Electronic Trading, Equities, Equity Trading, Trading Systems, Derivatives, Capital Markets, Fixed Income, Options, Proprietary Trading, Trading, Mutual Funds, Securities, Risk Management, Investments, Financial Markets, FX Options, Equity Derivatives
Education
McMaster University 1990 — 1994
Kinesiology
RBC Dominion Securities July 2005 - Present
RBC Direct Investing 2002 - 2005
Skills
Electronic Trading, Equities, Equity Trading, Trading Systems, Derivatives, Capital Markets, Fixed Income, Options, Proprietary Trading, Trading, Mutual Funds, Securities, Risk Management, Investments, Financial Markets, FX Options, Equity Derivatives
Education
McMaster University 1990 — 1994
Kinesiology
Sandro Manna's RBC Direct Investing Experience 2010 - Present
Job RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities April 2015 - Present
RBC Direct Investing 2010 - Present
Hsbc Financial February 2008 - March 2010
Skills
Banking, Corporate Finance, Financial Analysis, Fixed Income, Investments, Mutual Funds, Customer Service, Teamwork
Education
Concordia University 2006 — 2009
bachelor, Finance
RBC Dominion Securities April 2015 - Present
RBC Direct Investing 2010 - Present
Hsbc Financial February 2008 - March 2010
Skills
Banking, Corporate Finance, Financial Analysis, Fixed Income, Investments, Mutual Funds, Customer Service, Teamwork
Education
Concordia University 2006 — 2009
bachelor, Finance
Chris Dance's RBC Direct Investing Experience April 2006 - April 2007
Job Project Manager / Business Systems Analyst at County of Simcoe
Industry Information Technology and Services
Experience
County of Simcoe June 2014 - Present
MicroStrategy February 2013 - June 2014
MicroStrategy September 2011 - February 2013
Southlake Regional Health Centre August 2009 - September 2011
RBC Insurance May 2007 - August 2009
RBC Direct Investing April 2006 - April 2007
Skills
Data Warehousing, Business Intelligence, SDLC, ETL, Microstrategy, Database Design, Requirements Analysis, Software Development, Requirements Gathering, UML, ITIL, Databases, Performance Tuning, Software Documentation, Project Management, Business Analysis, SQL
Education
Western University 2001 — 2006
BSc., Computer Science with Specialization in Software Engineering
Humber College
Project Management Certificate, Project Management
County of Simcoe June 2014 - Present
MicroStrategy February 2013 - June 2014
MicroStrategy September 2011 - February 2013
Southlake Regional Health Centre August 2009 - September 2011
RBC Insurance May 2007 - August 2009
RBC Direct Investing April 2006 - April 2007
Skills
Data Warehousing, Business Intelligence, SDLC, ETL, Microstrategy, Database Design, Requirements Analysis, Software Development, Requirements Gathering, UML, ITIL, Databases, Performance Tuning, Software Documentation, Project Management, Business Analysis, SQL
Education
Western University 2001 — 2006
BSc., Computer Science with Specialization in Software Engineering
Humber College
Project Management Certificate, Project Management
Clare Cho's RBC Direct Investing Experience July 2009 - Present
Job INVESTMENT SERVICE REPRESENTATIVE at RBC DIRECT INVESTING
Industry Financial Services
Experience
RBC DIRECT INVESTING July 2009 - Present
RBC DIRECT INVESTING July 2010 - July 2011
RBC January 2009 - July 2009
RBC Royal Bank July 2007 - January 2009
Skills
Investments, Options, Training, Loans, Banking, Derivatives
Education
Ryerson University
Bachelor of Commerce, Finance
RBC DIRECT INVESTING July 2009 - Present
RBC DIRECT INVESTING July 2010 - July 2011
RBC January 2009 - July 2009
RBC Royal Bank July 2007 - January 2009
Skills
Investments, Options, Training, Loans, Banking, Derivatives
Education
Ryerson University
Bachelor of Commerce, Finance
Meriem Mehdaoui's RBC Direct Investing Experience October 2009 - January 2013
Job Directrice, Développement des affaires chez RBC Global Asset Management
Industry Investment Banking
Experience
RBC Global Asset Management March 2014 - Present
Standard Life February 2013 - February 2014
RBC Direct Investing October 2009 - January 2013
Sequoia July 2009 - September 2009
EXAC AUDIT July 2007 - August 2007
Skills
Equities, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Derivatives, Fixed Income, Investments, Private Equity, Microsoft Excel, Banking, Due Diligence
Education
université de Concordia, John Molson School of Business 2006 — 2009
Diplôme, Commerce; Finance
Ecole supérieure de Gestion 2003 — 2005
Diplôme Universitaire Technique, Finance et Comptabilité
RBC Global Asset Management March 2014 - Present
Standard Life February 2013 - February 2014
RBC Direct Investing October 2009 - January 2013
Sequoia July 2009 - September 2009
EXAC AUDIT July 2007 - August 2007
Skills
Equities, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Derivatives, Fixed Income, Investments, Private Equity, Microsoft Excel, Banking, Due Diligence
Education
université de Concordia, John Molson School of Business 2006 — 2009
Diplôme, Commerce; Finance
Ecole supérieure de Gestion 2003 — 2005
Diplôme Universitaire Technique, Finance et Comptabilité
Babak Sepehr's RBC Direct Investing Experience August 2008 - September 2013
Job .Net system architect at RBC Direct Investing
Industry Computer Software
Experience
RBC Direct Investing August 2008 - September 2013
Critical Mass May 2010 - September 2010
RBC 2008 - 2010
Skills
NUnit, WF, LINQ, WCF, AJAX, jQuery, N-tier, MVC, ASP.NET, JavaScript, OOAD, CSS, SharePoint, C++, C, T-SQL, TFS, Visual Studio, .NET, XML, C#, Object Oriented Design, XSLT, ADO.NET, SQL Server, DHTML, Agile, Stored Procedures, Scrum, SOAP, ASP, UML, Web Applications, IIS, Design Patterns, ASP.NET MVC, SQL, Application Development, Software Development, Microsoft SQL Server, Testing, Agile Methodologies, WinForms
Education
University of Guelph 2005 — 2010
MSc., Computer Science
Amirkabir University of Technology - Tehran Polytechnic 1990 — 2006
BSc., Computer Science
RBC Direct Investing August 2008 - September 2013
Critical Mass May 2010 - September 2010
RBC 2008 - 2010
Skills
NUnit, WF, LINQ, WCF, AJAX, jQuery, N-tier, MVC, ASP.NET, JavaScript, OOAD, CSS, SharePoint, C++, C, T-SQL, TFS, Visual Studio, .NET, XML, C#, Object Oriented Design, XSLT, ADO.NET, SQL Server, DHTML, Agile, Stored Procedures, Scrum, SOAP, ASP, UML, Web Applications, IIS, Design Patterns, ASP.NET MVC, SQL, Application Development, Software Development, Microsoft SQL Server, Testing, Agile Methodologies, WinForms
Education
University of Guelph 2005 — 2010
MSc., Computer Science
Amirkabir University of Technology - Tehran Polytechnic 1990 — 2006
BSc., Computer Science
Jason BHM's RBC Direct Investing Experience February 2008 - March 2011
Job Financial Security Planner at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial August 2011 - Present
RBC Direct Investing February 2008 - March 2011
Sutton Group Associates Realty Inc. Brokerage April 2006 - January 2008
Skills
Investments, Portfolio Management, Finance, Risk Management, Analysis, Retirement, Securities, Management, Equities, Financial Services, Insurance, Competitive Analysis, Disability Insurance, Wealth Accumulation, Trading, Critical Illness, Access, Recruiting, Economics, Integration
Education
Investment Funds Institute of Canada - IFIC 2011 — 2011
Canadian Investment Funds Course - Mutual Funds License, IFIC
Life License Qualification Program - LLQP 2010 — 2010
Life License, LLQP
Ryerson University 2002 — 2007
Bachelor of Commerce, Information Technology - E Commerce
Freedom 55 Financial August 2011 - Present
RBC Direct Investing February 2008 - March 2011
Sutton Group Associates Realty Inc. Brokerage April 2006 - January 2008
Skills
Investments, Portfolio Management, Finance, Risk Management, Analysis, Retirement, Securities, Management, Equities, Financial Services, Insurance, Competitive Analysis, Disability Insurance, Wealth Accumulation, Trading, Critical Illness, Access, Recruiting, Economics, Integration
Education
Investment Funds Institute of Canada - IFIC 2011 — 2011
Canadian Investment Funds Course - Mutual Funds License, IFIC
Life License Qualification Program - LLQP 2010 — 2010
Life License, LLQP
Ryerson University 2002 — 2007
Bachelor of Commerce, Information Technology - E Commerce
Dehia Robles's RBC Direct Investing Experience 1991 - 2006
Job Consulting Services Investment & Management
Industry Investment Management
Experience
DKR Consulting Services February 2006 - Present
DKR Consulting 2007 - 2011
3i Financial Group Inc January 2005 - January 2006
RBC Direct Investing 1991 - 2006
Skills
Credit, Strategic Planning, Banking, Securities, Change Management, Insurance, Business Development, Strategy, Public Relations, Time Management, Account Management, Operations Management, Mutual Funds, Investment Management, Wealth Management, Credit Risk, Hedge Funds, Leadership Development, Coaching, People Skills, Conflict Resolution, Project Implementation, Team Motivator, Human Relations, Assessment, Issues Resolution, Social Networking, Conflict Management, Exceptional People..., Record Management, Technology Needs..., Records Management, Management, Investments, Portfolio Management, Leadership
Education
University of the East 1965 — 1968
BA, Finance & Banking
Philippine Christian University 1963 — 1965
High School, High School Diploma
Taipei American School 1959 — 1961
DKR Consulting Services February 2006 - Present
DKR Consulting 2007 - 2011
3i Financial Group Inc January 2005 - January 2006
RBC Direct Investing 1991 - 2006
Skills
Credit, Strategic Planning, Banking, Securities, Change Management, Insurance, Business Development, Strategy, Public Relations, Time Management, Account Management, Operations Management, Mutual Funds, Investment Management, Wealth Management, Credit Risk, Hedge Funds, Leadership Development, Coaching, People Skills, Conflict Resolution, Project Implementation, Team Motivator, Human Relations, Assessment, Issues Resolution, Social Networking, Conflict Management, Exceptional People..., Record Management, Technology Needs..., Records Management, Management, Investments, Portfolio Management, Leadership
Education
University of the East 1965 — 1968
BA, Finance & Banking
Philippine Christian University 1963 — 1965
High School, High School Diploma
Taipei American School 1959 — 1961
James Te's RBC Direct Investing Experience October 2010 - January 2013
Job Fund Analyst at RBC Global Asset Management
Industry Banking
Experience
RBC Global Asset Management January 2013 - Present
RBC Direct Investing October 2010 - January 2013
RBC March 2009 - October 2010
Good Harvest Flavors and Spice Corp. February 2006 - August 2008
Skills
Banking, Mutual Funds, Wealth Management, Finance, Fixed Income, Equities, Financial Services, Portfolio Management, Financial Modeling
Education
Certified Management Accountants - Chartered Professional Accountants of Ontario 2012 — 2015
In progress
Ateneo Graduate School of Business 2006 — 2008
Business Administration
Hartnell College
Associate of Science
Hartnell College
Associate of Science
University of San Carlos
Bachelor of Science
RBC Global Asset Management January 2013 - Present
RBC Direct Investing October 2010 - January 2013
RBC March 2009 - October 2010
Good Harvest Flavors and Spice Corp. February 2006 - August 2008
Skills
Banking, Mutual Funds, Wealth Management, Finance, Fixed Income, Equities, Financial Services, Portfolio Management, Financial Modeling
Education
Certified Management Accountants - Chartered Professional Accountants of Ontario 2012 — 2015
In progress
Ateneo Graduate School of Business 2006 — 2008
Business Administration
Hartnell College
Associate of Science
Hartnell College
Associate of Science
University of San Carlos
Bachelor of Science