RBC Investments
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RBC Investments Employees
Employee
Years
Job
Industry
David Vincent Vila David Vincent Vila's RBC Investments Experience 2008 - 2010
Job Mortgage Agent at Uptown Capital
Industry Banking
Experience
Uptown Captal 2013 - Present
Scotiabank 2012 - 2013
Scotiabank 2010 - 2012
RBC Investments 2008 - 2010
RBC 2007 - 2008
CIBC INVESTOR SERVICES 2006 - 2007
Skills
Wealth Management, Credit, Process Improvement, Banking, Strategic Financial..., Financial Analysis, Risk Management, Mutual Funds, Retail Banking, Financial Modeling, Investments, Mortgage Lending, Relationship Management, Portfolio Management, Loans, Business Analysis, Business Development, Strategic Planning, New Business Development, Finance, Analysis, Budgets
Education
Sheridan College
Business Administration/Finance
Athabasca University
Bachelor's degree(projected 2015), Business/Commerce, General
Uptown Captal 2013 - Present
Scotiabank 2012 - 2013
Scotiabank 2010 - 2012
RBC Investments 2008 - 2010
RBC 2007 - 2008
CIBC INVESTOR SERVICES 2006 - 2007
Skills
Wealth Management, Credit, Process Improvement, Banking, Strategic Financial..., Financial Analysis, Risk Management, Mutual Funds, Retail Banking, Financial Modeling, Investments, Mortgage Lending, Relationship Management, Portfolio Management, Loans, Business Analysis, Business Development, Strategic Planning, New Business Development, Finance, Analysis, Budgets
Education
Sheridan College
Business Administration/Finance
Athabasca University
Bachelor's degree(projected 2015), Business/Commerce, General
Gheorghe Popescu Gheorghe Popescu's RBC Investments Experience April 2009 - March 2011
Job IT Consultant at BLJC
Industry Information Technology and Services
Experience
Brookfield Johnson Controls September 2012 - Present
The Marketing Store April 2012 - September 2012
Marketwire April 2011 - April 2012
RBC Investments April 2009 - March 2011
Morneau Sobeco February 2009 - April 2009
RBC Investments June 2004 - January 2009
Ontario College of Teachers February 2003 - June 2004
Arbor Memorial Inc. February 2002 - January 2003
e-Commerce/LGS/LOMA January 1998 - February 2002
MEI Informatic Group November 1996 - January 1998
Skills
C#, C++, Database Design, SQL, WCF, AJAX, LINQ, Agile, .NET, ASP.NET, Silverlight, Web Services, SOA, SOAP, REST, JSON, JavaScript, TFS, SQL Server 2000-2008, jQuery, Microsoft SQL Server, Agile Methodologies, ASP.NET MVC, SSRS, T-SQL, Entity Framework, SSIS, XML, Enterprise Architecture, IIS, XSLT
Education
University Lille 1 1992 — 1993
Master, Statistics
University of Bucharest 1988 — 1993
Bachelor, Computer Science
Brookfield Johnson Controls September 2012 - Present
The Marketing Store April 2012 - September 2012
Marketwire April 2011 - April 2012
RBC Investments April 2009 - March 2011
Morneau Sobeco February 2009 - April 2009
RBC Investments June 2004 - January 2009
Ontario College of Teachers February 2003 - June 2004
Arbor Memorial Inc. February 2002 - January 2003
e-Commerce/LGS/LOMA January 1998 - February 2002
MEI Informatic Group November 1996 - January 1998
Skills
C#, C++, Database Design, SQL, WCF, AJAX, LINQ, Agile, .NET, ASP.NET, Silverlight, Web Services, SOA, SOAP, REST, JSON, JavaScript, TFS, SQL Server 2000-2008, jQuery, Microsoft SQL Server, Agile Methodologies, ASP.NET MVC, SSRS, T-SQL, Entity Framework, SSIS, XML, Enterprise Architecture, IIS, XSLT
Education
University Lille 1 1992 — 1993
Master, Statistics
University of Bucharest 1988 — 1993
Bachelor, Computer Science
Nancy Kemble, CFP Nancy Kemble, CFP's RBC Investments Experience 2000 - 2003
Job Senior Financial Planning Consultant at Scotia Private Client Group
Industry Investment Management
Experience
Scotia Private Client Group April 2011 - Present
Manulife Securities Inc. 2010 - May 2011
MD Management Ltd. 2003 - 2009
RBC Investments 2000 - 2003
CIBC Wealth Management 1994 - 2000
Skills
Wealth Management
Education
Canadian Securities Institute
CSC, CPH, Br. Mgr
Insurance Bureau of British Columbia
Life Licence Qualification Program
Financial Planning Standards Council
CFP
Ivey Business School at Western University 1983 — 1987
Business Management
Fanshawe College 1980 — 1983
Business Administration
Scotia Private Client Group April 2011 - Present
Manulife Securities Inc. 2010 - May 2011
MD Management Ltd. 2003 - 2009
RBC Investments 2000 - 2003
CIBC Wealth Management 1994 - 2000
Skills
Wealth Management
Education
Canadian Securities Institute
CSC, CPH, Br. Mgr
Insurance Bureau of British Columbia
Life Licence Qualification Program
Financial Planning Standards Council
CFP
Ivey Business School at Western University 1983 — 1987
Business Management
Fanshawe College 1980 — 1983
Business Administration
Paul Virdee Paul Virdee's RBC Investments Experience January 1994 - January 2006
Job at CIBC Mortgages
Industry Financial Services
Experience
CIBC Mortgages November 2007 - Present
Business Objects April 2006 - March 2007
RBC Financial Group January 1995 - January 2006
RBC Investments January 1994 - January 2006
RBC 1994 - 2006
Education
Simon Fraser University 2001 — 2003
MBA
Institute of Canadian Bankers 2002 — 2002
PFP, Financial Planner
Institute of Canadian Bankers 1997 — 1997
BCO, Branch Compliance Officer's Course
Canadian Securities Institute 1995 — 1996
CSC, Canadian Securities Course
Simon Fraser University 1991 — 1994
B.A., Economics
CIBC Mortgages November 2007 - Present
Business Objects April 2006 - March 2007
RBC Financial Group January 1995 - January 2006
RBC Investments January 1994 - January 2006
RBC 1994 - 2006
Education
Simon Fraser University 2001 — 2003
MBA
Institute of Canadian Bankers 2002 — 2002
PFP, Financial Planner
Institute of Canadian Bankers 1997 — 1997
BCO, Branch Compliance Officer's Course
Canadian Securities Institute 1995 — 1996
CSC, Canadian Securities Course
Simon Fraser University 1991 — 1994
B.A., Economics
Khaled Tawfik Khaled Tawfik's RBC Investments Experience January 2005 - October 2006
Job Sr. Business/Management Consultant
Industry Management Consulting
Experience
BMO wealth management services - Canada March 2014 - March 2015
Equity Financial Trust Company March 2013 - March 2014
Bank of Montreal August 2011 - January 2013
ictQATAR November 2006 - July 2011
RBC Investments January 2005 - October 2006
Nestlé S.A. April 2003 - January 2005
IIROC (Investment Industry Regulatory Organization of Canada) December 2002 - April 2003
Accenture January 2000 - December 2002
BMO Nesbitt Burns 1996 - 2000
Ritsec 1991 - 1996
Skills
Microsoft Office, Business Analysis, Microsoft Excel, Change Management, Project Management, Program Management, Strategic Planning, Management Consulting, Business Strategy, Marketing Strategy, Vendor Management, Strategy, Cross-functional Team..., Management, Project Planning, Leadership, PMP, Negotiation, PMO, Project Delivery, Agile Methodologies, Budgets, Integration, Risk Management, Marketing, Process Improvement, Stakeholder Management, Telecommunications, CRM, ERP, Entrepreneurship, Business Planning, Competitive Analysis, Team Leadership, Business Development, Training
Education
Maastricht School of Management 1995 — 1996
MBA, Information Technology / International Business
Cairo University 1986 — 1991
B.Sc., Engineering
BMO wealth management services - Canada March 2014 - March 2015
Equity Financial Trust Company March 2013 - March 2014
Bank of Montreal August 2011 - January 2013
ictQATAR November 2006 - July 2011
RBC Investments January 2005 - October 2006
Nestlé S.A. April 2003 - January 2005
IIROC (Investment Industry Regulatory Organization of Canada) December 2002 - April 2003
Accenture January 2000 - December 2002
BMO Nesbitt Burns 1996 - 2000
Ritsec 1991 - 1996
Skills
Microsoft Office, Business Analysis, Microsoft Excel, Change Management, Project Management, Program Management, Strategic Planning, Management Consulting, Business Strategy, Marketing Strategy, Vendor Management, Strategy, Cross-functional Team..., Management, Project Planning, Leadership, PMP, Negotiation, PMO, Project Delivery, Agile Methodologies, Budgets, Integration, Risk Management, Marketing, Process Improvement, Stakeholder Management, Telecommunications, CRM, ERP, Entrepreneurship, Business Planning, Competitive Analysis, Team Leadership, Business Development, Training
Education
Maastricht School of Management 1995 — 1996
MBA, Information Technology / International Business
Cairo University 1986 — 1991
B.Sc., Engineering
Leo Maiorino Leo Maiorino's RBC Investments Experience May 1985 - June 2005
Job Mortgage Agent, First mortgages,Refinancing, 2nd and Private, Tax Deductible Mortgages at MortgageBrokersOttawa
Industry Financial Services
Experience
Mortgage Brokers Ottawa March 2009 - Present
La Vie Executive Health Centre September 2007 - October 2008
Coca Cola July 2005 - August 2007
RBC Investments May 1985 - June 2005
Skills
New First Mortgages, Mortgage Refinancing, Second Mortgages, Private Mortgages, Private Mortgage..., Rent to Own Program, Tax Deductible Mortgages, Cash Flow Maximization, Cashback Mortgages, Smith Manouvre, Debt Consolidation, Investments, Mortgage Lending, Investment Properties, Refinance, Cash Flow, Residential Mortgages, Strategic Financial..., Real Estate Financing, Mortgage Marketing, Credit, Finance, Business Development, Commercial Mortgages, Certified Mortgage..., Construction Loans, Home Equity Lines of..., Financial Planning
Education
Carleton University 1981 — 1985
B.A., Economics
Mortgage Brokers Ottawa March 2009 - Present
La Vie Executive Health Centre September 2007 - October 2008
Coca Cola July 2005 - August 2007
RBC Investments May 1985 - June 2005
Skills
New First Mortgages, Mortgage Refinancing, Second Mortgages, Private Mortgages, Private Mortgage..., Rent to Own Program, Tax Deductible Mortgages, Cash Flow Maximization, Cashback Mortgages, Smith Manouvre, Debt Consolidation, Investments, Mortgage Lending, Investment Properties, Refinance, Cash Flow, Residential Mortgages, Strategic Financial..., Real Estate Financing, Mortgage Marketing, Credit, Finance, Business Development, Commercial Mortgages, Certified Mortgage..., Construction Loans, Home Equity Lines of..., Financial Planning
Education
Carleton University 1981 — 1985
B.A., Economics
William Mitchell William Mitchell's RBC Investments Experience September 2006 - April 2008
Job Portfolio Manager at Leon Frazer & Associates Inc.
Industry Investment Management
Experience
Leon Frazer & Associates Inc. March 2015 - Present
UBS Wealth Management December 2013 - February 2015
HSBC Global Asset Management (Canada) Ltd May 2009 - November 2013
ATB Financial August 2008 - April 2009
Bissett School of Business, Mount Royal University September 2006 - August 2008
RBC Investments September 2006 - April 2008
BMO Harris Private Banking October 2005 - August 2006
Skills
Direct Sales, People Management, Teaching, Strategic Financial..., Investment Management, Investment Advisory, Investments, Management, Wealth Management, High Net Worth..., Relationship Management, Wealth, Mutual Funds, Finance, Portfolio Management, Financial Risk, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Financial Planning, Asset Management, Business Development, Pensions, Financial Services, Wealth Management..., Credit, Bonds, Risk Management, Hedge Funds, Financial Planners, Financial Markets, Capital Markets, Mortgage Lending, Equity Research, Banking, Estate Planning, Alternative Investments, Residential Mortgages, Fixed Income, Private Banking, Retirement Planning, Trading, Commercial Banking, Financial Analysis, Derivatives, Securities, Equities, Credit Analysis, Options
Education
Dalhousie University 2002 — 2006
MBA, Financial Services
York University 1986 — 1990
BA, Economics
Leon Frazer & Associates Inc. March 2015 - Present
UBS Wealth Management December 2013 - February 2015
HSBC Global Asset Management (Canada) Ltd May 2009 - November 2013
ATB Financial August 2008 - April 2009
Bissett School of Business, Mount Royal University September 2006 - August 2008
RBC Investments September 2006 - April 2008
BMO Harris Private Banking October 2005 - August 2006
Skills
Direct Sales, People Management, Teaching, Strategic Financial..., Investment Management, Investment Advisory, Investments, Management, Wealth Management, High Net Worth..., Relationship Management, Wealth, Mutual Funds, Finance, Portfolio Management, Financial Risk, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Financial Planning, Asset Management, Business Development, Pensions, Financial Services, Wealth Management..., Credit, Bonds, Risk Management, Hedge Funds, Financial Planners, Financial Markets, Capital Markets, Mortgage Lending, Equity Research, Banking, Estate Planning, Alternative Investments, Residential Mortgages, Fixed Income, Private Banking, Retirement Planning, Trading, Commercial Banking, Financial Analysis, Derivatives, Securities, Equities, Credit Analysis, Options
Education
Dalhousie University 2002 — 2006
MBA, Financial Services
York University 1986 — 1990
BA, Economics
Scott Fraser BA, CAIB, CIP Scott Fraser BA, CAIB, CIP's RBC Investments Experience September 1997 - November 2004
Job Vice President, Account Executive at Aon Reed Stenhouse Inc.
Industry Insurance
Experience
Aon Reed Stenhouse Inc. December 2004 - Present
RBC Investments September 1997 - November 2004
Skills
Insurance, Professional Liability, Brokers, General Insurance, Liability, Construction, General Liability, Contractors, Commercial Insurance, Property & Casualty..., Casualty, D&O, Insurance Solutions, Risk, Professional Indemnity, Umbrella, Employment Practices..., Excess, Account Management, Inland Marine, Cargo Insurance, Construction Management
Education
University of Manitoba 1994 — 1997
BA, Economics
Insurance Institute of Canada
Chartered Insurance Professional, Insurance
Aon Reed Stenhouse Inc. December 2004 - Present
RBC Investments September 1997 - November 2004
Skills
Insurance, Professional Liability, Brokers, General Insurance, Liability, Construction, General Liability, Contractors, Commercial Insurance, Property & Casualty..., Casualty, D&O, Insurance Solutions, Risk, Professional Indemnity, Umbrella, Employment Practices..., Excess, Account Management, Inland Marine, Cargo Insurance, Construction Management
Education
University of Manitoba 1994 — 1997
BA, Economics
Insurance Institute of Canada
Chartered Insurance Professional, Insurance
Peter Goncalves F.Pl. Peter Goncalves F.Pl.'s RBC Investments Experience September 1998 - September 2001
Job Financial Planner RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning (previously RBC Wealth Management) September 2001 - Present
RBC Investments September 1998 - September 2001
Skills
Financial Planning -..., Investments, Mortgage Lending, Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Retirement, Wealth, Strategic Financial..., High Net Worth..., Mutual Funds, Financial Services, Portfolio Management, Investment Management, Banking, Finance, Insurance, Small Business
Education
McGill University 1991 — 1995
BA, Political Science
John Abbott College 1989 — 1991
Loyola High School 1984 — 1989
RBC Financial Planning (previously RBC Wealth Management) September 2001 - Present
RBC Investments September 1998 - September 2001
Skills
Financial Planning -..., Investments, Mortgage Lending, Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Retirement, Wealth, Strategic Financial..., High Net Worth..., Mutual Funds, Financial Services, Portfolio Management, Investment Management, Banking, Finance, Insurance, Small Business
Education
McGill University 1991 — 1995
BA, Political Science
John Abbott College 1989 — 1991
Loyola High School 1984 — 1989
Emil Mihaileanu Emil Mihaileanu's RBC Investments Experience January 2005 - August 2005
Job Infrastructure Software Developer II Relay Infrastructure at Blackberry
Industry Telecommunications
Experience
BlackBerry May 2011 - Present
Nightingale Informatix August 2009 - May 2011
IBM Canada August 2005 - August 2009
RBC Investments January 2005 - August 2005
IBM Canada November 2003 - February 2005
ELM Computer Systems August 2003 - November 2003
estWest May 1999 - March 2003
Philips Semiconductors June 1998 - May 1999
Ministry of Health November 1995 - June 1998
Skills
XML, C#, Java, Microsoft SQL Server, .NET, ASP.NET, Visual Studio, OOP, Databases, C++, Visual C++, OOAD, OO Software Development, Multithreading, Mobile Applications, Testing, SOA, Unix, Web Services, Design Patterns, JavaScript, SDLC, Web Applications, Architecture, VB.NET, Object Oriented Design, ASP, SQL, CSS, Software Development, Database Design, Oracle, Programming, Software Design, Agile Methodologies, VBScript, Software Engineering, UML, AJAX, Distributed Systems, Eclipse, Visual Basic, Websphere, PL/SQL, Software Project..., Perl, Scrum, Linux, Subversion, Java Enterprise Edition
Education
University of Toronto 2003 — 2003
Bachelor’s Degree in Engineering, Computer Engineering
Universitatea „Politehnica” din București 1992 — 1997
Bachelor of Science (B.Sc.), Computer Science
Colegiul National Sf. Sava 1988 — 1992
General school no 176 1984 — 1988
BlackBerry May 2011 - Present
Nightingale Informatix August 2009 - May 2011
IBM Canada August 2005 - August 2009
RBC Investments January 2005 - August 2005
IBM Canada November 2003 - February 2005
ELM Computer Systems August 2003 - November 2003
estWest May 1999 - March 2003
Philips Semiconductors June 1998 - May 1999
Ministry of Health November 1995 - June 1998
Skills
XML, C#, Java, Microsoft SQL Server, .NET, ASP.NET, Visual Studio, OOP, Databases, C++, Visual C++, OOAD, OO Software Development, Multithreading, Mobile Applications, Testing, SOA, Unix, Web Services, Design Patterns, JavaScript, SDLC, Web Applications, Architecture, VB.NET, Object Oriented Design, ASP, SQL, CSS, Software Development, Database Design, Oracle, Programming, Software Design, Agile Methodologies, VBScript, Software Engineering, UML, AJAX, Distributed Systems, Eclipse, Visual Basic, Websphere, PL/SQL, Software Project..., Perl, Scrum, Linux, Subversion, Java Enterprise Edition
Education
University of Toronto 2003 — 2003
Bachelor’s Degree in Engineering, Computer Engineering
Universitatea „Politehnica” din București 1992 — 1997
Bachelor of Science (B.Sc.), Computer Science
Colegiul National Sf. Sava 1988 — 1992
General school no 176 1984 — 1988
Mario Napoleoni's RBC Investments Experience January 2002 - Present
Job Financial Planner at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning January 2002 - Present
RBC Investments January 2002 - Present
RBC Royal Bank January 1996 - January 2002
Skills
Financial Advisory, Strategic Financial..., Financial Modeling, Portfolio Management, Wealth Management, Estate Planning, Mutual Funds, Credit, Mortgage Lending, Finance, Project Planning, Wealth, Retirement Planning, Sales, Investments, Banking, Sales Management, Financial Planners, Investment Advisory, Retirement, Investment Strategies, Personal Finance, Wealth Management..., Financial Planning
Education
Institut Québécois de Planification Financière 1999 — 2002
Financial Planner
Canadian Securities Institute
Concordia University 1994 — 1997
B. Com, Economics
Concordia University
Bachelor of Arts, Economics
RBC Financial Planning January 2002 - Present
RBC Investments January 2002 - Present
RBC Royal Bank January 1996 - January 2002
Skills
Financial Advisory, Strategic Financial..., Financial Modeling, Portfolio Management, Wealth Management, Estate Planning, Mutual Funds, Credit, Mortgage Lending, Finance, Project Planning, Wealth, Retirement Planning, Sales, Investments, Banking, Sales Management, Financial Planners, Investment Advisory, Retirement, Investment Strategies, Personal Finance, Wealth Management..., Financial Planning
Education
Institut Québécois de Planification Financière 1999 — 2002
Financial Planner
Canadian Securities Institute
Concordia University 1994 — 1997
B. Com, Economics
Concordia University
Bachelor of Arts, Economics
Mihaela Toma (Mazilu)'s RBC Investments Experience 2001 — 2003
Job IT Senior Manager of Client Services at AML Business Solutions
Industry Information Technology and Services
Experience
ScotiaBank July 2017 — Present
RBC Financial Group April 2001 — July 2017
RBC Canada December 2003 — September 2008
RBC Investments 2001 — 2003
Skills
SDLC, Business Analysis, Change Management, Banking, Requirements Analysis, Vendor Management, User Acceptance Testing, ITIL, Requirements Gathering, PMP, Integration, Service Delivery, IT Management, Release Management, Risk Management, Enterprise Architecture, Agile Methodologies, SOA, Business Requirements, Project Delivery, PMO, Project Portfolio..., Software Project..., IT Strategy, Business Process, Resource Management, Visio, Systems Analysis, Governance, IT Service Management, Solution Architecture, Data Warehousing, Business Process..., Agile Project Management, Business Intelligence, SharePoint, Business Process Design, IT Operations, Disaster Recovery, Testing, Quality Assurance, Software Documentation
Education
Politehnica University of Timisoara 1988 — 1993
Robotics, computers science
Liceul Decebal Deva 1984 — 1988
Mathematics and Physics
ScotiaBank July 2017 — Present
RBC Financial Group April 2001 — July 2017
RBC Canada December 2003 — September 2008
RBC Investments 2001 — 2003
Skills
SDLC, Business Analysis, Change Management, Banking, Requirements Analysis, Vendor Management, User Acceptance Testing, ITIL, Requirements Gathering, PMP, Integration, Service Delivery, IT Management, Release Management, Risk Management, Enterprise Architecture, Agile Methodologies, SOA, Business Requirements, Project Delivery, PMO, Project Portfolio..., Software Project..., IT Strategy, Business Process, Resource Management, Visio, Systems Analysis, Governance, IT Service Management, Solution Architecture, Data Warehousing, Business Process..., Agile Project Management, Business Intelligence, SharePoint, Business Process Design, IT Operations, Disaster Recovery, Testing, Quality Assurance, Software Documentation
Education
Politehnica University of Timisoara 1988 — 1993
Robotics, computers science
Liceul Decebal Deva 1984 — 1988
Mathematics and Physics
Michael Teixeira's RBC Investments Experience 1996 - 2005
Job Operations Support at The MacLaren Group Inc
Industry Government Administration
Experience
The MacLaren Group Inc January 2015 - Present
Brick Court Financial Services January 2014 - December 2014
Janssen Inc. Pharmaceutical Companies of Johnson & Johnson October 2012 - December 2012
Local Health Integration Network, LHINs Shared Services Office March 2007 - March 2012
Local Health Integration Network, LHINs Shared Services Office January 2007 - March 2007
Junior Achievement September 2004 - December 2006
RBC Investments 1996 - 2005
Skills
Project Management, Coaching, Leadership, Training, Management, Project Coordination, Requirements Gathering, ITIL, AccountEdge, Graphic Design
Education
Soroc Technology Inc. 2004 — 2004
ITIL Certification - Foundation Certificate in IT Service Management
George Brown College 1990 — 1994
Graphic Design and Marketing Design
Centennial College 1989 — 1990
Visual Arts Program
Tranquility Government Secondary School
The MacLaren Group Inc January 2015 - Present
Brick Court Financial Services January 2014 - December 2014
Janssen Inc. Pharmaceutical Companies of Johnson & Johnson October 2012 - December 2012
Local Health Integration Network, LHINs Shared Services Office March 2007 - March 2012
Local Health Integration Network, LHINs Shared Services Office January 2007 - March 2007
Junior Achievement September 2004 - December 2006
RBC Investments 1996 - 2005
Skills
Project Management, Coaching, Leadership, Training, Management, Project Coordination, Requirements Gathering, ITIL, AccountEdge, Graphic Design
Education
Soroc Technology Inc. 2004 — 2004
ITIL Certification - Foundation Certificate in IT Service Management
George Brown College 1990 — 1994
Graphic Design and Marketing Design
Centennial College 1989 — 1990
Visual Arts Program
Tranquility Government Secondary School
Boris Lerner's RBC Investments Experience January 2005 - February 2007
Job QA Specialist at Suncor Energy
Industry Banking
Experience
Suncor Energy January 2012 - Present
Queen's University October 2010 - January 2012
Davis+Henderson April 2010 - October 2010
Giesecke & Devrient February 2009 - March 2010
RBC March 2008 - January 2009
Royal Bank of Canada (Global Technology & Operations) 2008 - 2009
CIBC Mellon February 2007 - March 2008
RBC Investments January 2005 - February 2007
RBC 2005 - 2007
Skills
Test Planning, User Acceptance Testing, Software Quality..., Quality Assurance, Requirements Analysis, Quality Center, QTP, Testing, SDLC, MS Project, Test Automation, System Testing, Regression Testing, Test Cases, Test Strategy, Defect Tracking, HP Quality Center
Education
Tel Aviv University 2001 — 2002
Diploma, Computer Science
Nacional'na Metallurgijna Akademija Ukraini 1994 — 1999
M. Eng, Industrial Energetic
Suncor Energy January 2012 - Present
Queen's University October 2010 - January 2012
Davis+Henderson April 2010 - October 2010
Giesecke & Devrient February 2009 - March 2010
RBC March 2008 - January 2009
Royal Bank of Canada (Global Technology & Operations) 2008 - 2009
CIBC Mellon February 2007 - March 2008
RBC Investments January 2005 - February 2007
RBC 2005 - 2007
Skills
Test Planning, User Acceptance Testing, Software Quality..., Quality Assurance, Requirements Analysis, Quality Center, QTP, Testing, SDLC, MS Project, Test Automation, System Testing, Regression Testing, Test Cases, Test Strategy, Defect Tracking, HP Quality Center
Education
Tel Aviv University 2001 — 2002
Diploma, Computer Science
Nacional'na Metallurgijna Akademija Ukraini 1994 — 1999
M. Eng, Industrial Energetic
Rodney Ancrum's RBC Investments Experience 2001 - 2003
Job Senior Vice President, Chief Financial Officer at Credential Financial Inc.
Industry Financial Services
Experience
Credential Financial Inc. January 2009 - Present
RBC 2006 - 2007
RBC Financial Group 2005 - 2006
RBC Action Direct Inc. 2003 - 2005
RBC Investments 2001 - 2003
RBC Action Direct Inc. 1999 - 2001
RBC Financial Group 1993 - 1999
Royal Trust Corporation 1987 - 1993
Arthur Andersen & Co. 1984 - 1987
Skills
Investments, Financial Analysis, Wealth Management, Corporate Finance, Financial Services, Strategy, Securities, Finance, Strategic Financial..., Equities, Capital Markets, Mutual Funds, Auditing, Leadership, Managerial Finance, Financial Planning
Education
Canadian Securities Institute
Partners, Directors and Officers Course
Canadian Securities Institute
CFO Qualifying Exam
Institute of Chartered Accountants of Ontario
Chatered Accountant
Concordia University 1980 — 1983
BCOMM, Accounting
Credential Financial Inc. January 2009 - Present
RBC 2006 - 2007
RBC Financial Group 2005 - 2006
RBC Action Direct Inc. 2003 - 2005
RBC Investments 2001 - 2003
RBC Action Direct Inc. 1999 - 2001
RBC Financial Group 1993 - 1999
Royal Trust Corporation 1987 - 1993
Arthur Andersen & Co. 1984 - 1987
Skills
Investments, Financial Analysis, Wealth Management, Corporate Finance, Financial Services, Strategy, Securities, Finance, Strategic Financial..., Equities, Capital Markets, Mutual Funds, Auditing, Leadership, Managerial Finance, Financial Planning
Education
Canadian Securities Institute
Partners, Directors and Officers Course
Canadian Securities Institute
CFO Qualifying Exam
Institute of Chartered Accountants of Ontario
Chatered Accountant
Concordia University 1980 — 1983
BCOMM, Accounting
Hongnian Wang's RBC Investments Experience 2001 - 2003
Job Director, Public Credit at RBC Insurance
Industry Insurance
Experience
RBC Insurance 2005 - Present
RBC 2004 - 2005
RBC Investments 2001 - 2003
Education
Queen's University 1998 — 1999
M.Sc., Finance
Western University 1995 — 1998
MA, Economics
Peking University 1989 — 1994
B.Econ, Economics
RBC Insurance 2005 - Present
RBC 2004 - 2005
RBC Investments 2001 - 2003
Education
Queen's University 1998 — 1999
M.Sc., Finance
Western University 1995 — 1998
MA, Economics
Peking University 1989 — 1994
B.Econ, Economics
Darryl Fonagy's RBC Investments Experience 2004 - 2004
Job Senior Business Analyst
Industry Information Technology and Services
Experience
L&T Infotech Financial Services Technologies Inc. January 2011 - Present
RBC Capital Markets - Global Research 2008 - 2010
Ticoon Technology May 2007 - 2008
HSBC 2005 - 2007
Sunlife Financial July 2004 - March 2005
Unisen Inc. Mutual Fund Admin Software October 2001 - February 2004
RBC Investments 2004 - 2004
Royal Bank Action Direct April 2000 - January 2001
Skills
SDLC, Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Software Project..., Vendor Management
Education
ITI Institute of Information Technology 2001 — 2001
Diploma, Post Graduate Information Technology Diploma
Canadian Securities Institute • Toronto 1999 — 2000
Brock University 1996 — 1999
Bachelor, Business Administration - Finance
L&T Infotech Financial Services Technologies Inc. January 2011 - Present
RBC Capital Markets - Global Research 2008 - 2010
Ticoon Technology May 2007 - 2008
HSBC 2005 - 2007
Sunlife Financial July 2004 - March 2005
Unisen Inc. Mutual Fund Admin Software October 2001 - February 2004
RBC Investments 2004 - 2004
Royal Bank Action Direct April 2000 - January 2001
Skills
SDLC, Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Software Project..., Vendor Management
Education
ITI Institute of Information Technology 2001 — 2001
Diploma, Post Graduate Information Technology Diploma
Canadian Securities Institute • Toronto 1999 — 2000
Brock University 1996 — 1999
Bachelor, Business Administration - Finance
Tamar, Donabedian, MBA, PMP's RBC Investments Experience 2000 - 2002
Job MultiChannel Strategy & Planning, MF Distribution, RBC. Chairperson, Executive Board, Hamazkayin Canada
Industry Financial Services
Experience
RBC 2012 - 2012
RBC 2008 - 2012
RBC Global Asset Management 2006 - 2008
RBC Global Asset Management 2002 - 2006
RBC Investments 2000 - 2002
RBC 1998 - 2000
RBC Bank 1996 - 1998
Skills
Change Management, PMP, Investments, Relationship Management, Business Strategy, Mutual Funds, Banking, Strategic Planning, Strategic Financial..., Project Management, Leadership, CRM, Strategy, Management, Team Building, Marketing, Sales, Marketing Strategy, Training, Program Management, Finance, Team Management, Coaching, Project Planning, Financial Services, Sales Management, Human Resources, Time Management, Financial Analysis, Business Development, Analysis, Management Consulting
Education
York University - Schulich School of Business 2007 — 2010
MBA, Strategic management, International Business
Ryerson University
BA (Hon), Public Administration & Governance
RBC 2012 - 2012
RBC 2008 - 2012
RBC Global Asset Management 2006 - 2008
RBC Global Asset Management 2002 - 2006
RBC Investments 2000 - 2002
RBC 1998 - 2000
RBC Bank 1996 - 1998
Skills
Change Management, PMP, Investments, Relationship Management, Business Strategy, Mutual Funds, Banking, Strategic Planning, Strategic Financial..., Project Management, Leadership, CRM, Strategy, Management, Team Building, Marketing, Sales, Marketing Strategy, Training, Program Management, Finance, Team Management, Coaching, Project Planning, Financial Services, Sales Management, Human Resources, Time Management, Financial Analysis, Business Development, Analysis, Management Consulting
Education
York University - Schulich School of Business 2007 — 2010
MBA, Strategic management, International Business
Ryerson University
BA (Hon), Public Administration & Governance
Graeme Tickner, CFP CIM FMA FCSI's RBC Investments Experience March 2003 - September 2004
Job Fi at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
Yu-Lin Hung's RBC Investments Experience January 2008 - July 2009
Job Student at The George Washington University School of Business
Industry Financial Services
Experience
World Bank Group September 2010 - November 2010
Creative Investment Research Inc January 2010 - July 2010
RBC Investments January 2008 - July 2009
JUT Housing Development Group July 2005 - December 2007
Prudential Financial, Inc July 2004 - August 2004
Skills
Valuation, Research, Financial Analysis, Excel, Financial Forecasting, Microsoft Office, PowerPoint, Word, Investments, Bloomberg, SAS, Matlab, VBA, Chinese, Financial Modeling, Financial Markets, Outlook, Banking, Risk Management, Corporate Finance, Data Analysis, Analysis, Forecasting, Financial Reporting, Investment Banking, Mandarin, Industry Analysis, Market Research, Bloomberg Terminal, English, Portfolio Management, Problem Solving
Education
National Chung Hsing University
Bachelor, Business administration
The George Washington University - School of Business
Master of Science, Finance
World Bank Group September 2010 - November 2010
Creative Investment Research Inc January 2010 - July 2010
RBC Investments January 2008 - July 2009
JUT Housing Development Group July 2005 - December 2007
Prudential Financial, Inc July 2004 - August 2004
Skills
Valuation, Research, Financial Analysis, Excel, Financial Forecasting, Microsoft Office, PowerPoint, Word, Investments, Bloomberg, SAS, Matlab, VBA, Chinese, Financial Modeling, Financial Markets, Outlook, Banking, Risk Management, Corporate Finance, Data Analysis, Analysis, Forecasting, Financial Reporting, Investment Banking, Mandarin, Industry Analysis, Market Research, Bloomberg Terminal, English, Portfolio Management, Problem Solving
Education
National Chung Hsing University
Bachelor, Business administration
The George Washington University - School of Business
Master of Science, Finance
Ndeye Gnagna Ndoye, MBA, CRM's RBC Investments Experience November 2008 - August 2009
Job Analyst, Business Management at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2011 - Present
Standard Life Assurance August 2009 - March 2011
RBC Investments November 2008 - August 2009
Pan American Health Organization January 2007 - May 2007
Skills
Management, Accounting, Process Improvement, Business Analysis, Finance, Leadership, Training, Investments, Business Development, Project Management, Risk Management, Financial Analysis, Microsoft Office, Analysis, Business Strategy
Education
University of Toronto 2014 — 2015
Certificate, Project Management
CSI 2012 — 2013
CSC - Canadian Secities Courses
Mc Gill University 2011 — 2012
CRM Certificate, Canadian Risk Management
University of Baltimore 2005 — 2006
MBA, International Business
Oklahoma State University 2000 — 2004
B.S., Management Information Systems
Manulife Asset Management March 2011 - Present
Standard Life Assurance August 2009 - March 2011
RBC Investments November 2008 - August 2009
Pan American Health Organization January 2007 - May 2007
Skills
Management, Accounting, Process Improvement, Business Analysis, Finance, Leadership, Training, Investments, Business Development, Project Management, Risk Management, Financial Analysis, Microsoft Office, Analysis, Business Strategy
Education
University of Toronto 2014 — 2015
Certificate, Project Management
CSI 2012 — 2013
CSC - Canadian Secities Courses
Mc Gill University 2011 — 2012
CRM Certificate, Canadian Risk Management
University of Baltimore 2005 — 2006
MBA, International Business
Oklahoma State University 2000 — 2004
B.S., Management Information Systems