RBC Investor Services
Industry: Company
DescriptionHeadquarters: London, United Kingdom Founded: January 2006
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RBC Investor Services Employees
Defence Research and Development Canada Recherche et développement pour la défense Canada July 2015 - Present
RBC Capital Markets April 2015 - July 2015
Ontario Ministry of Health and Long-Term Care December 2014 - March 2015
Community Trust Company January 2014 - November 2014
Prospero Learning Solutions, A Division of GP Canada Co for TD Canada Trust September 2013 - October 2014
IBM for TD Canada Trust October 2013 - January 2014
HCL Technologies - City of Toronto March 2013 - October 2013
RBC October 2012 - February 2013
RBC Investor Services May 2012 - October 2012
Cisco Systems, Inc. November 2011 - May 2012
Skills
FrameMaker, Manuals, Writing, Customer Relations, Visio, Microsoft Office, HTML, Research, Editing, Business Analysis, Word, PowerPoint, Technical Writing, Documentation, Technical Communication, RoboHelp, Excel, Problem Solving, Adobe Acrobat, Access, Team Leadership, Requirements Analysis, Social Media, MS Project, Captivate, Internal Communications, Corporate Communications, Articulate Suite, Software Documentation, Microsoft Word, Microsoft Excel, Technical Documentation, SnagIt, Management, Online Help, Databases, Single Sourcing, Change Management, SharePoint, Content Development, E-Learning, Information Architecture, Software Development, Wikis, Customer Service, Interpersonal Skills
Education
University of Toronto - Victoria University
Bachelor of Arts, English
Humber College 2010 — 2012
Technical Writing Certificate, Technical Writing
CPP Investment Board May 2014 - Present
RBC Investor Services May 2012 - April 2014
RBC Investor Services June 2010 - April 2012
Skills
Performance Appraisal, Performance Attribution, Risk Management, Valuation, Bloomberg, Financial Analysis, Trade processing, Corporate Actions, Trading, Performance Analysis, Asset Allocation, Financial Risk
Education
CFA Institute 2010 — 2013
CFA Charterholder
Canadian Securities Course 2007 — 2008
Canadian Securities Course
University of Ottawa 2004 — 2007
B.Com with Honors in Finance, Finance, General
University of Toronto
Maritz Loyalty Marketing and Maritz Canada are now Bond Brand Loyalty July 2013 - Present
RBC Investor Services September 2010 - July 2013
Gold Coast Language School 2010 - 2010
RBC 2006 - 2009
Skills
Strategic Planning, Adult Learning..., Blended Learning, Coaching, Project Management, Cross-functional Team..., Instructional Design, Product Marketing, Process Consulting, Training Delivery, Adult Education, Public Speaking, Program Facilitation, Project Planning, Classroom Management, Corporate Training, Needs Analysis, E-Learning
Education
Brock University 2011 — 2013
Bachelor of Education (B.Ed.), Adult and Continuing Education and Teaching, 85%
Griffith University 2009 — 2010
Adult Vocational Education
Humber College 2005 — 2007
Adult Education, Adult Education, 83%
Alzheimer Society of Ontario September 2012 - Present
Queen's University September 2011 - April 2012
RBC Investor Services May 2011 - August 2011
Skills
Marketing Communications, Bilingual Communications, Editing, Blogging, Corporate Blogging, Employer Branding, Bilingualism, Social Media Marketing, Web Content, Web Analytics, AP style writing
Education
Queen's University 2011 — 2012
Masters of Arts, History
McGill University 2007 — 2011
HBA, History
Calgary Public Library Foundation January 2013 - Present
RBC Investor Services August 2003 - January 2013
RBC Wealth Mangement - Trust and Advisory Services March 1999 - August 2003
Royal Trust and RBC Bank Financial Services August 1983 - March 1999
Skills
Retail Banking, Relationship Management, Financial Analysis, Customer Service, Finance, Leadership, Strategic Financial..., Business Development, Strategic Planning, Loans, Analysis, Corporate Finance, Change Management, Management, Business Strategy, Accounting, Strategy, Business Process..., Mergers & Acquisitions, High Net Worth..., Team Leadership, Budgets, Management Consulting, Financial Risk, Investment Strategies, Investment Management
Education
The University of Calgary
Bachelor of Commerce (BCom), Finance, General
BMO Nesbitt Burns February 2014 - Present
RBC Investor Services January 2013 - February 2014
Bayview Ridge Capital Inc. April 2012 - January 2013
STK TECHNOLOGIES June 2011 - March 2012
Infinium Private Bank January 2009 - May 2011
Infinium Capital November 2006 - January 2009
Skills
Equities, VBA, Derivatives, FX, Excel, Word, MySQL, Bloomberg, P&L, Access, PowerPoint, Microsoft Excel, Microsoft Word, FX Options
Education
DeVry Institute of Technology 2003 — 2006
BA, Business Operations
Advantage Resourcing - Technical Staffing November 2014 - Present
United Software Corp May 2009 - November 2014
RBC Investor Services June 2007 - April 2009
HSBC November 2006 - May 2007
MoneyGram International March 2002 - October 2006
Digital Fusion January 2002 - March 2002
Wells Fargo February 2001 - August 2001
Ameriprise Financial Services, Inc. August 1997 - February 2001
Wells Fargo June 1996 - August 1997
Compuware July 1995 - June 1996
Skills
Mainframe, DB2, Oracle, CICS, SQL, COBOL, BAL, Solution Architecture, VSAM, Fileaid, Endeavor, Stored Procedures, XML, Visio, IBM Mainframe, Easytrieve, MVS, TSO, Requirements Analysis, Databases, JCL
Education
Brown College 1971 — 1972
Diploma, Computer Programming
Brown College
Manulife Financial July 2013 - Present
RBC Investor Services August 2011 - July 2013
RBC January 2010 - August 2011
Brock University January 2006 - April 2010
Skills
VBA, Microsoft Excel, PowerPoint, Corporate Finance, Derivatives, Presentations, Coaching, Access
Education
Brock University 2005 — 2007
MBA, Finance
La Financière des professionnels July 2011 - Present
RBC Dexia June 2008 - June 2011
Natcan 2004 - 2008
RBC Investor Services 2001 - 2004
T.E. Financial 2000 - 2001
Trust General du Canada 1994 - 2000
Gestion Placements Desjardins 1988 - 1994
Fiducie Desjardins 1984 - 1988
La Solidarité, an insurance company 1982 - 1983
Skills
Politique de..., Mesure de...
Education
CFA Institute
Sherbrooke University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance
CEGEP de St-Jérôme
Sciences humaines
Séminaire du Sacré-Coeur
Sec.V
Securefact February 2013 - Present
RBC Investor Services January 2012 - December 2012
Express Scripts Canada February 2005 - November 2011
CGI November 1996 - March 2002
Swiss Re June 1990 - November 1996
Skills
Use Case Analysis, Logical Data Modeling, Workflow Analysis, Process Modeling, Interpersonal skills, SharePoint, Oracle Discoverer, HP Quality Center, SQL, Visio, Documentation, Business Analysis, Data Warehousing, Mentoring, Software Documentation, Quality Center, Requirements Analysis, Databases, Business Requirements, Testing, Quality Assurance, MS Project, Analysis, ETL, Integration, SDLC, Requirements Gathering, Business Process
Education
Ryerson University 1996 — 1999
Computer Science
Carleton University 1986 — 1990
B.Sc., Math
Devon Financial Services Inc September 2014 - Present
USAFrance Financials September 2014 - Present
Grupo Logistics May 2014 - September 2014
Euromaster December 2012 - August 2013
RBC Investor Services June 2012 - December 2012
EKIUM May 2010 - September 2010
Eurotyre, Tyre trading company June 2007 - December 2009
Skills
PowerPoint, Microsoft Excel, Morningstar, Reuters, International Business, Market Research, Presentations, Microsoft Word, Tires, International Sales, Euromonitor, Persuasion, Entrepreneurship
Education
Temple University - Fox School of Business and Management 2013 — 2014
Bachelor of Business Administration (BBA), International Business; Finance
CEFAM (Franco American University) 2009 — 2014
Master's Degree, Finance, General
Henry & Burns, a financial advisory practice of Ameriprise Financial Services, Inc. November 2004 - Present
Jones Asset Management April 2003 - August 2004
RBC Investor Services April 2001 - March 2003
Education
St. Edward's University 1999 — 2001
MBA, Finance
University of Delaware 1994 — 1996
B.A., Communication
Alabama Agricultural and Mechanical University 1989 — 1992
BA, Telecommunication
Kate Duncan Smith Daughters of the American Revolution School
RBC Capital Markets June 2014 - Present
RBC Capital Markets May 2013 - June 2014
RBC Investor Services August 2012 - May 2013
RBC Investor Services July 2011 - August 2012
Wise Art Consulting June 2010 - August 2011
Atlantic Provinces Economic Council January 2010 - April 2011
Scotiabank June 2007 - September 2009
Bishop's University - Centennial Theatre March 2006 - May 2007
Skills
Econometric Modeling, Economics, Excel, SQL, VBA, Consumer Behavior, Gretl Statistics, Communication Written, Communication Verbal, Real Estate Research, Banking, Product Development, Business Process..., Risk Management, Microsoft Excel, Excel Dashboards, Access Database, Monetary Policy, Monetary Economics, Fiscal Policy, Financial Modeling, Bloomberg Terminal, Bloomberg Software, Blogging, Blogger, Financial Analysis, Real Estate, Capital Markets
Education
CFA Institute 2012 — 2014
Chartered Financial Analyst, CFA
Dalhousie University 2009 — 2011
MA, Economics
Canadian Securities Institute 2007 — 2008
CSC, PFPc, Securities Analysis and Financial Planning
Bishop's University 2003 — 2007
BBA, Management, Economics
Saint John High School 1999 — 2003
Barnes Management Group April 2015 - Present
Lough Barnes Consulting Group July 2014 - March 2015
Oriental Pearls Productions Inc. January 2009 - July 2014
Perimeter Financial January 2006 - June 2008
RBC Investor Services January 2005 - January 2006
Lim NgnounLy Accounting Firm May 2004 - January 2005
Skills
Project Management, Public Relations, Budgets, Strategy, Negotiation, Post Production, Production Managment, Strategic Planning, Production Budgeting, Business Development, Research, Business Analysis, Financial Accounting, Retails, Sales&Marketing, Financial Analysis, Mutual Funds, Business Strategy, Data Analysis, Branding, Budgeting, Sales Promotion, Child Welfare, Proposal Support, Bank Reconciliation, Brand Development, Qualitative Research, Quantitative Research, Project Coordination, Marketing Strategy, Management, Analysis, Social Media, Leadership, Marketing, Social Media Marketing
Education
Concordia University 2001 — 2004
Bachelor of Commerce (BCom), Accounting and Finance
Siemens Energy June 2013 - Present
RBC Investor Services January 2013 - May 2013
RBC 2012 - 2012
Schulich School of Business September 2009 - June 2011
Schulich School of Business May 2010 - May 2011
China - ASEAN Business and Investment Summit 2004 - 2007
Skills
Business Analysis, Relationship Management, Financial Analysis, Financial Modeling, Investments, Cost Benefit, Corporate Finance, Finance, Mergers & Acquisitions, Analysis, FX Hedging, Banking
Education
York University - Schulich School of Business 2009 — 2011
MBA
Le Cégep du Vieux Montréal 2008 — 2009
The University of Stirling 2007 — 2007
M.Sc.
Training Courses of Liaison officers for China-ASEAN Business & Investment Summits and Expos 2004 — 2004
Certificate of Liason Officer & Consultant
Zhongnan University of Economics and Law
Bachelor
RBC Investor Services July 2011 - Present
MacDougall, MacDougall and Mac Tier April 2010 - July 2011
Scotia Mcleod Direct Investing July 2009 - April 2010
RBC Royal Bank February 2007 - July 2009
Education
Concordia University 2006 — 2009
B.Comm Major Finance
RBC Investor Services September 2001 - June 2014
Groupe Investors 1997 - 2001
Skills
Administration des..., Pensions, Pension de retraite, Gestion de compte, Développement commercial, Customer Service, Coordination de projet, Amélioration des..., Négociation de contrat, Fidélité des clients, Satisfaction du client, CRM, MS Project, Présentations..., Leadership, Gestion de projet, Key Account Management, Relationship Management, Equities, Securities, Customer Retention, Banking, Customer Satisfaction, Financial Services, Project Management, Networking, Microsoft Office, Key Account Development, Investments, Management, Investissements, Banque, Planification...
Education
Université du Québec - Télé-université
CERTIFICAT EN ADMINISTRATION, Finance et administration
CSI 2000 — 2000
Cours sur le Commerce des Valeurs Mobilières
Cegep du Vieux-Montréal 1996 — 1998
DEC, Finance
University of Ottawa / Université d'Ottawa
Cours du Baccalauréat es arts
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
RBC Capital Markets January 2015 - Present
RBC Capital Markets November 2013 - January 2015
RBC Capital Markets May 2013 - November 2013
RBC Investor Services October 2012 - April 2013
Barron Writing Services May 2012 - September 2012
TD Bank Group February 2012 - May 2012
Merge Healthcare December 2010 - December 2011
Elections Ontario March 2010 - November 2010
Running Room January 2006 - March 2010
HP June 2004 - November 2009
Skills
Software Documentation, Technical Writing, Technical Documentation, FrameMaker, Project Management, Business Process, Visio, Content Management, Microsoft Office, ITIL, Online Help, Training, Management, Process Improvement, Manuals, Governance, Technical Communication, SnagIt, Online Help Development, Copy Editing, Business Analysis, Adobe Acrobat, Editing, Change Management, Proposal Writing, Medical Terminology, IT Audit, SharePoint, Troubleshooting, Information Design, Information Mapping, Medical Writing, SAP BI, HTML, Blogging, Web Content, Instructional Design, Information Architecture, E-Learning, Content Editing, Confluence, JIRA, Subversion
Education
George Brown College 2004 — 2006
Health Sciences
George Brown College 1999 — 2002
Certificate, Editing
George Brown College 1998 — 2001
Certificate, Technical Communications
Trent University 1986 — 1991
Honours BA, English Literature
Burgundy Asset Management August 2013 - Present
Burgundy Asset Management July 2012 - August 2013
RBC Investor Services April 2011 - July 2012
BMO Financial Group May 2008 - April 2011
Skills
Marketing, Asset Management, Investments, Equities
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Telfer School of Management, B.Comm,, Finance
Uppsala University 2009 — 2009
Global Strategy
CFA Institute
Chartered Financial Analyst
Scarlett Heights Entrepreneurial Academy 2001 — 2005
Heward Investment Management Inc. May 2013 - Present
RBC Investor Services January 2012 - February 2013
BMO Nesbitt Burns April 2011 - December 2011
RBC Investor Services June 2009 - April 2011
Skills
Equities, Investments, Mutual Funds, Investment Management, Securities, Portfolio Management, Project Management, Global Custody, Business Development, Finance, Bloomberg, Fixed Income
Education
John Molson School of Business 2005 — 2008
Commerce, Finance
Chartered Financial Analyst Institute
Chartered Alternative Investment Analyst Association
John Abbott College 2002 — 2005
Social Sciences, Commerce
Loyola High School 1997 — 2002
Pacific Life Re January 2015 - Present
RBC Investor Services January 2012 - January 2015
RBC May 2010 - December 2011
RBC May 2008 - May 2010
Skills
Mutual Funds, Investments, Financial Modeling, Portfolio Management, Wealth Management, Capital Markets, Financial Markets, Finance, Fixed Income, Equities, Bloomberg, Analysis, Securities, Valuation
Education
Seneca College of Applied Arts and Technology 2006 — 2010
Bachelor of Commerce - Financial Services Management, Honors, Finance
TD Bank August 2014 - January 2015
CIBC Mellon February 2014 - May 2014
RBC June 2013 - December 2013
RBC Investor Services June 2012 - December 2012
CIBC January 2012 - May 2012
Bank of Nova Scotia July 2010 - February 2012
Air Miles April 2009 - July 2009
City of Toronto November 2007 - January 2009
ROYAL BANK OF CANADA April 2006 - June 2007
CGI April 2004 - March 2006
Skills
SDLC, Business Requirements, Test Planning, Mainframe, Requirements Gathering, Business Analysis, Visio, Requirements Analysis, User Acceptance Testing, Functional..., RUP, Business Process Design, Gap Analysis, Testing, Process Mapping, Waterfall, Business Intelligence, Systems Analysis, Business Process, SQL, Requirements Management, Process Engineering, Documentation, Banking, Test Cases, Quality Assurance, Software Documentation, Analysis, Quality Center
Education
The University of Edinburgh 1977 — 1980
Bachelor of Science (Hons) degree, Computer Science
Aga Khan Primary School
Aga Khan Primary School
RBC Investor Services August 2013 - February 2014
EVENTFAQS October 2011 - January 2012
WIN (Women In Need) Shelter November 2010 - February 2011
RBC Wealth Management Financial Services 2007 - January 2010
Royal Bank of Canada 2004 - 2007
Royal Bank of Canada 2003 - 2004
Royal Bank of Canada August 2002 - 2004
Pronto Long Distance 2000 - 2002
St. Emile Ecole Premier 1999 - 1999
Pronto Long Distance 1998 - 1999
Skills
Management, Project Management, Budgets, Project Planning, Event Planning, Negotiation, Banking, Customer Service, Telecommunications, Editing, Accounting, Software Documentation, Program Management, Business Strategy, Leadership, Strategy, Team Leadership, Analysis, Business Development, Sales
Education
Dawson College
McDonald Cartier
McGill University
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
State Street February 2015 - Present
La Caisse de dépôt et placement September 2010 - February 2015
RBC Investor Services October 1995 - August 2010
Skills
Securities, Mutual Funds, Asset Managment, Investments, Banking, Portfolio Management, Alternative Investments, Derivatives, Capital Markets, Equities, Relationship Management, Asset Management, Pensions, Hedge Funds, Fixed Income, Financial Services, Business Development
Education
McGill University
PLK Holdings Inc o/a of Popeyes Louisiana Kitchen May 2013 - Present
Great GulfCan Energy Inc. May 2012 - April 2014
RBC Capital Markets November 2012 - April 2013
Manulife Financial June 2010 - October 2012
RBC Investor Services October 2009 - May 2010
Paterson Partners Inc. May 2007 - September 2009
Paterson Partners Inc. May 2006 - April 2007
State Street May 2005 - April 2006
Around Canada Accommodations Inc. (College Hostel) May 1998 - April 2005
Skills
Financial Modeling, Valuation, Capital Markets, Derivatives, Financial Reporting, Financial Analysis, Financial Planning, Alternative Investments, Commodities, Financial Controls, Financial Risk, Portfolio Management, Strategic Financial..., Investments, Internal Controls, Mergers & Acquisitions, Entrepreneurship, Risk Management, Business Development, Fixed Income, Financial Services, Investment Banking, Commodity, Finance
Education
McGill University 1994 — 1997
B. Comm, Accounting & Finance
American Institute of Certified Public Accountants
CPA, USA
CFA Institute
CFA Charterholder
Investment Banking Institute
Financial Modeling and Valuation
Online Trading Academy
Professional Trader
The Marquee Group
Building a Financial Model
Flynn Insurance Agency August 2009 - Present
RBC Investor Services September 1999 - May 2009
Skills
Microsoft Office, Customer Service, Insurance, Outlook, Microsoft Excel, Microsoft Word, Retirement Planning, Finance, Sales, Bonds, Customer Satisfaction, Lotus Notes, Data Entry, Access
Education
Johnson and Wales University
Tourism and Travel Services Management
UBS August 2014 - Present
UBS December 2013 - July 2014
RBC Investor Services January 2013 - June 2013
Novartis January 2012 - March 2012
Bpifrance June 2011 - August 2011
Education
IÉSEG School of Management 2008 — 2013
Master of Science in Management, Finance
Ludwig-Maximilians Universität München / LMU Munich 2012 — 2012
Exchange semester in Germany
National Chengchi University 2010 — 2011
Exchange semester in Taiwan
RBC Investor & Treasury Services January 2015 - Present
RBC Investor Service Trust November 2012 - Present
RBC Investor Services April 2008 - November 2012
Canadian Western Trust January 1992 - March 2008
Skills
Mutual Funds, Equities, Investments, Securities, Wealth Management, Relationship Management, Customer Service, Banking, Pensions, Financial Services, Management, Hedge Funds, Risk Management, Portfolio Management
Education
British Columbia Institute of Technology 2004 — 2012
Human Resources Management Certification Program, Human Resource Management & Business
CCHRA - BCHRMA 2008 — 2009
CHRP, Certified Human Resource Professional
Ameriprise Financial Services Inc / Columbia Threadneedle December 2014 - Present
Ameriprise Financial Services, Inc. April 2000 - December 2014
T-Style and The Barber Shop October 2000 - October 2004
RBC Investor Services January 1995 - April 2000
Skills
Customer Service, Mutual Funds, Series 7, Insurance, Series 63, Retirement Planning, Banking, Financial Analysis, Financial Planning, Business Analysis, Wealth Management, Relationship Management, Microsoft Office, Process Improvement, Securities, Financial Services, Investments
Education
Minnesota School of Business 1995 — 1996
Medical/Clinical Assistant
Kishwaukee College 1993 — 1995
General Education/Nursing/Radiology
Anoka Ramsey Community College 1992 — 1993
Nursing
Coon Rapids Senior High 1988 — 1992
High school diploma
BMO Financial Group March 2014 - Present
Manulife Financial December 2013 - February 2014
RBC Investor Services October 2011 - November 2013
Canadian Banks March 2004 - July 2011
UBS Wealth Management September 1988 - November 2003
Skills
SDLC, Capital Markets, Risk Management, Derivatives, Project Management, Information Technology, Business Requirements, Requirements Gathering, User Acceptance Testing, Business Analysis, PMO, Business Process..., Waterfall, Project Portfolio..., Requirements Analysis, Data Modeling, Systems Analysis, PMP, Sybase, Portfolio Management, Software Project...
Education
University of Toronto 2000 — 2001
Certificate in Internet Business and Technology
McGill University 1984 — 1988
Bsc, Computer Science
RBC Investor & Treasury Services April 2015 - Present
80/20 Consulting Corp. January 2011 - Present
Rogers Communications August 2013 - April 2015
RBC Investor Services March 2012 - July 2013
TD Bank Group April 2011 - March 2012
Scorecard Systems Inc 2008 - 2011
Scorecard Systems Inc 2006 - 2008
Scorecard Systems Inc 1999 - 2006
Bell Canada 1993 - 1999
Skills
Integration, PMP, Program Management, Project Management, PMO, Business Intelligence, SDLC, Telecommunications, Requirements Analysis, Data Warehousing, Cross-functional Team..., Management, IT Management, Solution Architecture, IT Strategy, Software Project..., Oracle, Business Analysis, Agile Methodologies, Pre-sales, CRM, Enterprise Software, Project Portfolio..., Strategy, Leadership, Enterprise Architecture, Business Process..., Product Management, SharePoint, Business Development, SaaS, Change Management, Analysis, Vendor Management, Business Process, Outsourcing, Cloud Computing, Business Requirements, IT Service Management, Resource Management, Agile Project Management, Business Transformation
Education
Project Management Institute 2006 — 2006
Project Management Professional (PMP), Project Management
University of Waterloo 1997 — 2000
BA Honors, Psychology
Humber College 1991 — 1993
Diploma, Honors, Computer Programming
Patterson Thuente IP October 2001 - Present
RBC Investor Services 1999 - 2001
Foley & Mansfield, PLLP August 1995 - December 1999
State of Minnesota December 1991 - July 1993
United States Air Force October 1985 - October 1990
Skills
Trademarks, Intellectual Property, Patents, Patent Prosecution, Registered Patent..., Patent Litigation, Licensing, Patent Portfolio..., HVAC, Aerospace Engineering, Laser Physics, Copyright Law, Patent Applications, Trademark Infringement, Legal Research
Education
William Mitchell College of Law 1990 — 1993
Doctor of Law (J.D.), cum laude
University of Notre Dame 1983 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
University of St. Thomas 1980 — 1983
Bachelor of Arts (B.A.), Physics
Cretin High School 1976 — 1980
RBC Investor Services 2012 - 2014
McGraw Hill Financial 2012 - 2012
Itaú Unibanco 2008 - 2011
Swiss American Securities Inc. / Credit Suisse 2005 - 2008
JPMorgan 1999 - 2005
Citi 1996 - 1999
aicep Portugal Global 1993 - 1996
The International Foundation for Electoral Systems 1992 - 1993
Skills
Equities, Capital Markets, Securities, Emerging Markets, Investments, Asset Managment, Financial Markets, Electronic Trading, Banking, Investor Relations, Private Equity, Risk Management, Financial Risk, Middle Office, Bonds, Trading Systems, Alternative Investments, Structured Products, Equity Derivatives, Corporate Finance, Market Data, Private Banking, Settlement, Mutual Funds, Financial Services, Relationship Management, Securities Lending, Global Custody, Commodity, Business Development, Back Office, Currency, Business Strategy, FX Options, Prime Brokerage, Portfolio Management, Fund Administration, Mergers & Acquisitions, Corporate Actions, ETFs, Swaps, Asset Management, Strategy, Global Business...
Education
Boston University 1985 — 1988
BA, Economics
University of New Hampshire 1989 — 1991
MA, History
New York University
Financial Analysis
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 May 2014 - August 2014
Northbridge Financial Corporation July 2013 - August 2013
RBC Investor Services May 2012 - August 2012
Richard Ivey School of Business September 2010 - April 2012
Regent Park Community Health Centre July 2010 - September 2010
Skills
Leadership, Teamwork, Research, Data Analysis, Program Development, Program Management, Microsoft Excel, Public Speaking, Time Management, PowerPoint
Education
Ivey Business School at Western University 2013 — 2015
Honors in Business Administration (HBA) Candidate
The University of Western Ontario 2010 — 2013
Bachelor of Health Sciences (BHSc)
Jarvis Collegiate Institute
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
Canaccord Genuity Inc. August 2013 - August 2014
Rotman School of Management, University of Toronto January 2013 - May 2013
Rotman Financial Research & Trading Lab May 2010 - May 2013
RBC Investor Services May 2011 - August 2011
Education
University of Chicago Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of Toronto - University College 2009 — 2013
Bachelor of Commerce, Finance & Economics
RBC Investor Services 2000 - Present
SEI Investments 1986 - 2000
Skills
Alternative Investments, Pensions, Equities, Mutual Funds, Asset Managment, Investments, Hedge Funds, Fixed Income, Capital Markets, Securities, Investment Strategies, Financial Services, Wealth Management, Portfolio Management, Risk Management, Asset Management, Investment Management, Asset Allocation, Derivatives
Education
Concordia University 1983 — 1985
B Comm, Commerce
RBC Investor Services September 2007 - August 2013
Freelance Web Solutions Provider August 2004 - September 2007
Premier Information Technology and Computer Associates January 2001 - May 2004
Cyberia Internet Service Provider January 1998 - January 2004
Skills
CSS, JavaScript, Web Development, jQuery, HTML, AJAX, PHP, Web Design, XML, MySQL, Dreamweaver, ASP.NET
Education
California State University-Fullerton 2013 — 2015
Master's Degree, Computer Science
Lebanese American University 1992 — 1996
Bachelor of Science (BS), Computer Science
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
RBC Investor & Treasury Services May 2015 - Present
Ted Rogers School of Management May 2014 - November 2014
RBC Investor Services July 2013 - August 2013
RBC Investor Services March 2012 - June 2012
Skills
Critical Thinking, Leadership, Teamwork, Time Management, Research, Analytical Skills, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Communication, Retail, Networking
Education
Ryerson University 2013 — 2017
Bachelor’s Degree, Global Management (Major) and Politics (Minor), CGPA 4.04/4.33 (3.73/4.00)
Currently Retired February 2013 - Present
RBC Investor Services July 2004 - January 2013
Montrusco Bolton Investments Inc. August 1996 - September 2003
SEI January 1986 - August 1996
East West Resarch & Design June 1983 - August 1985
West Africa and Pacific Island Countries September 1970 - July 1981
Education
University of Hawaii at Manoa 1981 — 1983
MBA, International Finance
Universtiy of Alberta 1966 — 1970
B.Sc., Science/Math
CIBC Mellon April 2014 - Present
CS Financial January 2014 - April 2014
RBC Investor Services June 2010 - January 2014
RN Establishment Services 2003 - 2010
First Geneva 2002 - 2003
Global Payments 2000 - 2002
CIBC 1991 - 2000
Skills
Banking, Mutual Funds, Fixed Income, Relationship Management, Equities, Financial Services, Asset Managment, Capital Markets, Investments, Securities, Portfolio Management, Credit Cards, Wealth Management, Risk Management, Investment Banking, Payments, Hedge Funds, New Business Development, Business Strategy, Financial Analysis, Derivatives, Financial Markets, Alternative Investments, Business Development, Trading, Financial Risk, Management, Sales, Asset Management
Education
The University of Western Ontario
University of Manitoba
Bachelor of Commerce (B.Com.)
FundSERV Inc. May 2014 - Present
Scotia McLeod December 2013 - May 2014
RBC Investor Services April 2009 - January 2013
IFDS 1999 - 2009
Skills
Training, Employee Engagement, Program Management, Curriculum Design, Management, Software Documentation, Testing, Process Improvement, Change Management, E-Learning, Staff Development, Talent Management, Performance Management, Organizational..., Employee Training
Education
Humber College
Diploma, Personal Trainer
Toronto
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
Voyages en Direct July 2012 - Present
Viropro Inc. March 2008 - July 2012
Communications d'affaires CG 2004 - 2008
Telebec 1997 - 2001
Astral Telecom 1993 - 1995
Astral Telecom 1993 - 1995
RBC Investor Services 1990 - 1993
Skills
Corporate Development, Investor Relations, Private Equity, Mergers, Start-ups, Venture Capital, Due Diligence, Strategic Alliances, Licensing, Valuation, Competitive Analysis, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Emerging Markets, Portfolio Management, IPO, Corporate Finance, Restructuring, Entrepreneurship, Business Development, Hedge Funds, Investments, Biotechnology, Contract Negotiation, Investment Banking, Business Planning
Education
Canadian Securities Institute 1980 — 1983
Fellowship
Université Laval 1979 — 1982
Économique
Petit Séminaire de Québec
Université de Montréal
RBC Investor Services March 2008 - February 2015
RBC September 2005 - March 2008
Skills
Relationship Management, Mutual Funds, Financial Services, Banking, Customer Service, Business Analysis, Financial Analysis, Investments, Microsoft Office, Process Improvement, Finance
Education
George Brown College 1999 — 2001
Associate’s Degree, Business Management
National Bank Financial June 2014 - Present
National Bank Trust inc. October 2013 - June 2014
RBC Investor Services March 2011 - September 2013
RBC Dexia Investor Services January 2003 - April 2011
Scotiabank January 1999 - January 2001
Skills
Fund Administration, Global Custody, Fund Accounting, Hedge Funds, Collateral Management, Investment Management, Securities Lending, Bloomberg, Financial Services, Back Office, Investment Banking, Fixed Income, Prime Brokerage, FX Options, Mutual Funds, ETFs, Fund Of Funds, Financial Markets, Pension Funds, Alternative Investments, Asset Managment, AML, Transfer Agency, Equities, Fund Services, Corporate Actions, Investments, Settlement, Private Equity, Banking, Capital Markets, Securities, Swaps, Bonds, Relationship Management, Derivatives, Middle Office, SWIFT payments, Institutional..., Defined Benefit, Asset Management
Education
HEC Montreal 1996 — 2000
Bcom, Finance
SAP July 2015 - Present
SAP October 2014 - Present
SAP January 2014 - September 2014
Adobe October 2013 - December 2013
McGill Management International Case Competition September 2012 - March 2013
McGill University September 2012 - December 2012
RBC Investor Services June 2012 - September 2012
McGill University May 2011 - May 2012
AIESEC McGill January 2011 - May 2012
Skills
Teamwork, Research, Leadership, Customer Service, Management, Sales, PowerPoint, Microsoft Office, Spanish, Social Media, Microsoft Excel, Whiteboarding, CRM, Enterprise Software, SAP
Education
McGill University 2009 — 2013
Bcomm, International Management, Environment and Entrepreneurship
Ashbury College 2005 — 2009
Highschool degree
BMO Financial Group October 2014 - Present
Royal Bank of Scotland February 2014 - July 2014
Shoppers Drug Mart February 2013 - November 2013
RBC Investor Services January 2012 - February 2013
Polaris Software Lab October 2006 - March 2010
E. I. Dupont India April 2007 - July 2008
Xavient Information Systems May 2004 - October 2006
Self Employed August 2001 - April 2004
Skills
Requirements Analysis, Testing, Software Project..., SDLC, Business Analysis, PL/SQL, Team Management, Oracle, Agile Methodologies, Quality Center, Requirements Gathering, Databases, Project Management, Test Planning, Project Planning, ISTQB Certified, ITIL v3 Foundations..., Team Building, Customer Experience, Team Leadership, Leadership, User Acceptance Testing, Integration
Education
Delhi University 1997 — 2001
Bachelor of Information Technology, IT
Delhi University 1997 — 2001
BIT, Information Technology
CIBC March 2015 - Present
iGATE Global Solutions April 2013 - March 2015
iGATE Global Solutions April 2012 - March 2013
RBC Investor Services July 2010 - March 2013
iGATE Global Solutions April 2010 - March 2012
Skills
Quality Center, Test Estimation, Test Management, QTP, Test Planning, Manual Testing, System Testing, User Acceptance Testing, Regression Testing, Test Automation, Test Cases, Test Strategy, SDLC, Requirements Analysis, Testing, Defect Tracking, Functional Testing, Test Execution, Waterfall, Performance Testing, LoadRunner, Black Box Testing, Software Quality..., HP QTP, HP Quality Center
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology (B.Tech.), Computer Software Engineering
KPMG September 2013 - Present
RBC Investor Services May 2012 - August 2012
Allison Lickley Music 2006 - 2012
The Stephen Low Company November 2010 - June 2011
Skills
Financial Modeling, Strategy, Marketing, Market Research, Corporate Finance, Financial Analysis, Valuation, CRM, Management, Cross-functional Team..., Strategic Planning, Entrepreneurship, Competitive Analysis, Leadership, Project Management, Pricing, Business Strategy, Consulting, Management Consulting, Business Analysis
Education
McGill University 2011 — 2013
MBA, Finance
Mount Allison University 2001 — 2006
Bachelor of Science, Chemistry Major, Philosophy Minor
State Street Bank September 2005 - Present
RBC Investor Services 1997 - 2005
Montreal Trust 1992 - 1997
CIBC Wood Gundy 1988 - 1992
Skills
Transfer Agency, FATCA SME, Customer Service, Project Management, Trust Accounting, Process Engineering, Managing Processes, Recordkeeping Systems..., Vendor Management, Business Process..., Operational Efficiency, Process Efficiency, Automation, Managing Workflow, New Business Development, New Client..., Onboarding, Strategic Planning, Key Performance..., Employee Engagement, Employee Relations, Team Leadership, Change Management, Team Building, Team Management, Management, Strategy, Global Custody, Investment Management, Fund Administration, Financial Services, Asset Management, Accounting, Fixed Income
Education
Seneca College of Applied Arts and Technology
BA in Business Adminstration, Business Administration and Management, General
Citigroup Global Markets August 2013 - Present
Citigroup Global Markets May 2013 - August 2013
Queen's University Alternative Assets Fund June 2012 - May 2013
RBC Investor Services January 2012 - May 2013
Children's Wish Foundation of Canada December 2009 - December 2011
Skills
VBA, Capital Markets, Financial Modeling
Education
Queen's University 2013 — 2014
Master's of Finance
York University 2005 — 2009
Bachelor with Honours, Finance
RBC Investor Services August 2010 - March 2013
Fidelity Investments August 2000 - September 2009
Fidelity Investments September 1998 - August 2000
Fidelity Investments January 1998 - August 1998
Bank of Montreal March 1997 - December 1997
Bank of Montreal 1994 - 1997
Skills
Retirement, Mutual Funds, Software Documentation, Pensions, Analysis, Business Requirements, Coaching, Customer Service, Financial Services, Integration, Investments, Project Management, Project Planning, Securities, Training, Management
Education
University of Guelph
Animal Science
RBC Investor Services February 2012 - Present
Macquarie Financial June 2010 - January 2012
MFC Global Investment Management (Manulife) October 2006 - June 2010
RBC Dexia January 2006 - June 2006
National Australia Bank October 2003 - October 2004
Skills
Bloomberg, Banking, Equities, Finance, Fixed Income, Mutual Funds, Securities, Valuation
Education
The University of Western Australia 1998 — 2001
Economics, Money & Banking / Economics
Franklin Templeton Investments February 2013 - Present
Syntel August 2012 - November 2012
RBC Investor Services September 2009 - August 2012
Covance Laboratories July 2009 - August 2009
Wells Fargo February 2009 - June 2009
Covance Laboratories March 2008 - February 2009
Wells Fargo February 2007 - December 2007
Fannie Mae July 2006 - February 2007
National Institutes of Health April 2006 - June 2006
Florida International University November 2004 - December 2005
Skills
Crystal Reports, Business Objects, SAP Data Services, Crystal Xcelsius 2008, BO Web Intelligence, BO Universe, SQL, PL/SQL, Microsoft SQL Server, SQL Server Management..., Oracle 9i, Oracle 10g, SDLC, Sql developer, Microsoft Office, Version Control Tools, Defect Tracking, Team foundation Server, Technical Project..., DTS, Quality Center, report miner, Toad, sql plus, MS Project, MS Visio, IBM RTC, PVCS, ClearCase, ClearQuest, Change Management, SharePoint, Software Documentation, Unit Testing, Oracle, Business Analysis, Data Warehousing, Business Intelligence, Data Migration, Databases, Requirements Gathering, Visio, HP Quality Center, Requirements Analysis, Analysis, T-SQL, Oracle SQL Developer, Microsoft Project
Education
Florida International University 2004 — 2005
Master of Science (MS), Electrical and Computer engineering
Jayam College of Engineering and Technology 2000 — 2004
Bachelor of Science (BS), Electronics and Communication Engineering
RBC Global Asset Management November 2013 - Present
Scratch Design Canada June 2004 - Present
RBC Investor Services July 2012 - November 2013
Personal October 2011 - July 2013
RBC Investor Services 2011 - 2013
RBC Dexia October 2008 - 2012
Bold Solutions Ltd. November 2003 - October 2008
Gen-X Sports January 2002 - September 2002
Skills
Information Architecture, Digital Strategy, Marketing, Mobile Technology, Graphic Design, Social Media, User Experience, Web Design, Creative Direction, Corporate Identity, Engaging Speaker, Multimedia, New Media, Logo Design, Online Advertising
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Graphic Design
RBC Investor & Treasury Services April 2015 - Present
RBC Investor Services September 2012 - Present
RBC Investor Services June 2012 - August 2012
Reef Moxie April 2012 - May 2012
DalDance Society April 2011 - April 2012
arrive alive DRIVE SOBER May 2011 - August 2011
Skills
Editing, Sales, Advertising, Microsoft Excel, Teamwork, Time Management, Customer Service, Social Media, Microsoft Office, Team Leadership, Event Planning, Leadership, Social Networking, Microsoft Word, Strategy
Education
Dalhousie University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Humber College 2013 - 2013
Acuity Funds Limited 2010 - 2011
RBC Investor Services 2006 - 2010
Petro-Canada 2002 - 2005
Skills
Mutual Funds, Banking, Financial Services, Back Office, RRSP, Client Relations Skills, Securities, Training, Finance, Accounting, Relationship Management, Equities, Investments
Education
Humber College 2012 — 2014
Business Management- Financial Services
Vaughan Road Academy 1998 — 2002
High School/Secondary Diploma
Seneca College of Applied Arts and Technology
Business Studies Certificate
TELUS September 2005 - Present
AOL 2002 - 2005
RBC Investor Services April 1994 - 2000
RBC 1994 - 2000
Skills
Strategic Partnerships, Marketing Strategy, Product Marketing, Product Development, Corporate Finance, Wireless, Leadership, Business Development, Strategy, Marketing, Program Management, Pricing, P, Cross-functional Team..., Financial Analysis, Cloud Computing
Education
York University - Schulich School of Business 2001 — 2002
MBA
McGill University 1991 — 1994
Bachelor of Commerce
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
CIBC Mellon August 2015 - Present
CIBC Mellon April 2013 - Present
RBC Investor Services January 2012 - April 2013
RBC Investor Services May 2006 - January 2012
RBC 2000 - 2006
Skills
Global Custody, Relationship Management, Financial Services, Fund Administration, Equities, Mutual Funds, Investments, Derivatives, Securities, Hedge Funds, Securities Lending, Fixed Income, Pensions, Alternative Investments, Fund Accounting, Business Strategy, Strategic Planning, Corporate Actions, Finance, Strategy
Education
Ryerson University 1991 — 1995
Bachelor of Business Management, Accounting & Finance
RPM Technologies March 2015 - Present
PureFacts Financial Solutions Inc. August 2013 - February 2014
RBC Investor Services 2012 - January 2013
Citco Fund Services 2008 - 2012
Citco Fund Services October 2006 - December 2007
Citco Fund Services January 2006 - September 2006
International Financial Data Services (IFDS) 2002 - 2005
International Financial Data Services (IFDS) 2001 - 2002
International Financial Data Services (IFDS) 2000 - 2001
CIBC Mellon 1998 - 1999
Skills
Global Relationship..., Hedge Funds, Fund Administration, Securities Lending, Alternative Investments, Product Management, Offshore Project..., Sales Process, Change Management, Operations Leadership, Investor Relations, Asset Managment, Middle Office, Project Management, Mutual Funds, Vendor Management, Bonds, Fund Of Funds, Operations Management, Capital Markets, FX Options, Derivatives, Financial Markets, Equities, Management, Trading, CRM, Global Custody, Relationship Management, Investments, Fund Accounting, Leadership Development, Budgets, Trading Systems, Options, Business Development, Business Strategy, Bloomberg, Financial Analysis, Integration, Credit Derivatives, Process Improvement, Portfolio Management, Securities, Fixed Income, ETFs, Swaps, Strategic Planning, Back Office, Corporate Actions
Education
McMaster University
RBC Investor & Treasury Services June 2015 - Present
RBC Investor & Treasury Services January 2015 - June 2015
RBC Investor Services June 2012 - December 2014
RBC Dexia Inc. November 2010 - April 2012
CIBC Wealth Management October 2006 - November 2010
RPM 2006 - 2006
Cogent Business Solutions 2005 - 2005
Unisen Inc. September 2002 - September 2004
Jewelstone Systems June 1996 - September 2002
Skills
Relationship Management, Mutual Funds, Business Analysis, Financial Services, Business Process..., Risk Management, SDLC, Outsourcing, Analysis, Business Requirements, Integration, Requirements Gathering, IT Strategy, Visio, Banking, Equities, Portfolio Management, Wealth Management, Change Management, New Business Development, Financial Risk, Systems Analysis, Requirements Analysis, Securities, Management, Vendor Management, PMO, Investments, Business Process
Education
The Society of Management Accountants of Canada 2005 — 2008
CMA, Financial and Managerial Accounting
Brock University 1989 — 1994
RBC Capital Markets September 2012 - Present
RBC Investor Services August 2007 - August 2012
Med e-care Healthcare Solutions Inc. June 2007 - July 2007
Robert Half International May 2007 - May 2007
United Software Associates Inc November 2005 - April 2007
Brookfield LePage Johnson Controls 2000 - 2005
Skills
PL/SQL, Microsoft SQL Server, Requirements Analysis, ASP.NET, Oracle, Web Services, C#, .NET, XML, SQL, AJAX, Crystal Reports, WebSphere Application..., Production Support
Education
ITIL 2013 — 2013
ITIL V3 Foundation Certification, ITIL
Pune University 1989 — 1993
Bachelor, BE. Electronics
RBC November 2014 - Present
RBC Investor & Treasury Services May 2013 - October 2014
RBC Investor Services January 2013 - April 2013
RBCDexia January 2006 - December 2012
RBC February 2001 - December 2005
Royal Trust 2001 - 2003
Skills
Server Architecture, Requirements Gathering, SDLC, Business Requirements, Network Infrastructure, Requirements Analysis, Systems Analysis, Servers, Visio, User Acceptance Testing, Information Technology, PMO
Education
Oakville Trafalgar High School 1993 — 1996
diploma, 10-12
Sheridan College
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
JPMorgan Chase April 2014 - Present
RBC Investor Services September 2011 - Present
JP Morgan Chase January 2008 - August 2011
Bear, Stearns & Co. Inc. May 2003 - March 2008
Education
Manchester Business School
MBA, Finance
St.Francis College
BS, Mathematics, Economics
hillview college
Manulife Securities February 2015 - Present
Adastra at CIBC Wealth Management IT November 2013 - December 2014
RBC Investor Services June 2012 - July 2013
RBC Investor Services June 2011 - June 2012
RBC Corporate Treasury September 2010 - April 2011
Scotiabank - Enterprise Data Warehouse August 2009 - August 2010
TD Waterhouse / CGI November 2008 - 2009
CIBC Collections Technology July 2007 - September 2008
CIBC World Markets September 2006 - July 2007
Moneris Solutions April 2005 - August 2006
Skills
Business Analysis, Business Requirements, SDLC, Business Process, Analysis, Testing, Requirements Gathering, User Acceptance Testing, Visio, Requirements Analysis, Banking, Process Engineering, Documentation, Business Process Design, SharePoint, Data Analysis, Data Warehousing, Business Intelligence, IT Strategy, PMO, Project Delivery, Software Project..., Solution Architecture, Business Process..., Software Documentation, Project Planning
Education
Institute of Computer Studies 1997 — 1998
Diploma, Software Development
Institute of Chartered Financial Analysts 1996 — 1997
Level 1, Investments
Canadian Securities Institute 1994 — 1995
Canadian Securities Course, Investments
York University 1990 — 1992
BA, Economics
McMaster University 1987 — 1990
BA, Political Science
RBC Investor Services March 2012 - Present
RBC Investor Services 2009 - February 2012
NERA Economic Consulting 2007 - 2008
Skills
Valuation, Investments, Data Analysis, Securities, Analysis, Bloomberg, Equities, Alternative Investments, Access, Fixed Income
Education
Middlebury College 2003 — 2007
BA, Economics
Woodstock International High School 1992 — 2003
RBC Investor Services February 2007 - Present
Skills
Mutual Funds, Portfolio Management, Investments, Equities, Relationship Management, Insurance, Financial Services, Wealth Management, Securities, Banking, Fixed Income, Bloomberg, Trading, Derivatives, Options, Management, Risk Management
Education
The University of British Columbia / UBC
Economics, Psychology
Canadian Securities Institute
RBC Investor & Treasury Services February 2015 - Present
RBC Investor Services July 2010 - February 2015
RBC Dexia Investor Services September 2008 - July 2010
RBC Dexia Investor Services June 2007 - September 2008
RBC Dexia Investor Services June 2006 - September 2008
Canada Border Services Agency May 2002 - September 2005
Skills
Fund Accounting, Hedge Funds, Team Building, Staff Development, Fund Services, Instructional Design, ETFs, Coaching, Needs Analysis, Process Improvement, Fund Administration, Training, Management, Leadership, Mutual Funds, Accounting, Equities, Financial Analysis
Education
George Brown College 2005 — 2006
Post Graduate Certificate, Financial Planning
University of Toronto 2000 — 2005
HBA, Economics
Université du Québec à Montréal 2002 — 2002
French Language Program
RBC Investor Services September 2009 - Present
RBC Dexia Investor Services April 2009 - August 2009
RBC Dexia Investor Services October 2008 - April 2009
Education
Wilfrid Laurier University 2004 — 2008
BBA, Accounting, Economics Minor
Athabasca University 2009 — 2010
Correspondence Courses, Accounting, Taxation
Colonial Life December 2014 - Present
NASDAQ OMX 2013 - 2014
Russell Investment Group 2006 - 2013
RBC Investor Services 2000 - 2006
Skills
Investments, Mutual Funds, Portfolio Management, Risk Management, Equities, Vendor Management, Process Improvement, Strategic Planning, Financial Services, Relationship Management, Business Analysis, Training, Asset Managment, Finance, Operations Management, Communication, Cross-functional Team..., Securities
Education
University of Phoenix 1998 — 2000
MBA, Executive Management
University of Washington 1998 — 2000
Bachelor of Arts (B.A.), Sociology
St. Bernard's High School 1978 — 1982
High Diploma, High School/Secondary Diplomas and Certificates
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
RBC Investor Services July 2007 - Present
Education
Bishop's University
RBC Dexia Investor Services January 2012 - Present
RBC Investor Services January 2012 - Present
RBC Dexia Investor Services 1987 - Present
Education
McGill University
BSc, MBA, Science, Education & Management
RBC Investor Services September 2010 - Present
Ledgir House Limited June 2009 - December 2009
CHC Helicopters July 2007 - September 2007
Aero Contractors Nigeria limited May 2006 - September 2006
Skills
Derivatives, Accounting, Budgets
Education
Simon Fraser University 2007 — 2009
BBA, Marketing and Finance
Ashesi University 2004 — 2006
Bachelor of Business Administration (BBA)
RBC Investor Services March 2009 - Present
Sun Life Financial 2003 - March 2009
Sun Life Financial August 2002 - November 2006
Clarica September 2001 - May 2002
Skills
Mutual Funds, Investments, Financial Services, Pensions, Relationship Management, Banking, Financial Analysis, Process Improvement, Hedge Funds
Education
De La Salle University 1994 — 1997
MBA, Business
De La Salle University 1987 — 1991
Bachelors, Business Management
Relocated to Halifax September 2013 - Present
RBC Investor Services April 2009 - July 2013
Castek Software Factory Inc. 2006 - 2009
Castek Software Inc. October 2006 - December 2008
MFXchange Inc September 2003 - October 2006
MFX 2003 - 2006
Skills
Business Analysis, Websphere, Requirements Analysis, Team Leadership, Integration, DB2, SDLC, Agile Methodologies, Enterprise Architecture, Business Requirements, Requirements Gathering, Leadership, Solution Architecture, Software Project..., Data Modeling, Unix, Databases, SOA
Education
Dalhousie University 1976 — 1980
B.Sc., Mathematics
RBC April 2015 - Present
BMO Financial Group April 2014 - March 2015
TD April 2013 - April 2014
RBC Investor Services February 2007 - April 2013
Rogers Communications September 2006 - February 2007
TD Bank Financial Group February 2006 - August 2006
CIBC World Markets December 2004 - January 2006
Skills
PMP, SDLC, Business Analysis, Business Requirements, Project Portfolio..., Requirements Gathering, Project Delivery, Visio, Requirements Analysis, Project Control, Software Project..., Governance, User Acceptance Testing, Risk Management, Business Process...
Education
Dalhousie University
Master of Business Administration (MBA), Information Technology Project Management
Brebeuf College School
RBC Investor Services January 2011 - Present
Storex logistics January 2004 - January 2010
Skills
Budgets, Financial Reporting, Finance, Internal Controls, Auditing, Analysis, Banking, Account Reconciliation, Accounting, Investments, Financial Analysis, Management
Education
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada, Banking, Corporate, Finance, and Securities Law
Life Licence Qualification Program (LLQP) 2010 — 2010
Licentiate degree, Life Insurance
Canadian securities Institue 1999 — 2000
Canadian Securities Course, Banking, Corporate, Finance, and Securities Law
Introduction to Retirement and Benefit Plan 1999 — 2000
Associate's Degree, Retirement and Benefit Plan
Introduction to Retirement and Benefit Plan 1999 — 2000
Associate's Degree, Retirement and Benefit Plan
Toronto School of Business 1995 — 1997
Business Application (Honors), Business, Accounts & Fianance
RBC Investor Services June 2011 - Present
Skills
Risk Management, Mutual Funds, Financial Services, Derivatives, Business Process..., Banking, Business Analysis, Equities, Retail Banking, Market Research
Education
Ryerson University 1991 — 1994
Human Resources Management/Personnel Administration, General
Canadian Securities Institute
Financial Planning and Services
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
Mahindra Satyam August 2011 - Present
Capco October 2008 - May 2011
RBC investor services January 2010 - January 2011
JP Morgan Chase January 2008 - December 2009
Capco August 2005 - June 2006
Skills
Credit Derivatives, FX Options, Derivatives, Fixed Income, Investment Banking, Equities, Middle Office, CDS, IRD, Front Office, Calypso, Interest Rate..., Market Risk, Swaps, Trading Systems, Capital Markets, Back Office, Sybase, VAR, Credit Risk, Commodity Markets, Options, Commodity, Regression Testing, Basel II, Financial Markets, Requirements Gathering, Quality Center, Test Management, FX Derivatives
Education
Bharthidasan institute of management 2006 — 2007
PGDBM, Finance
University of Madras 1998 — 2002
B.E, Mechanical
RBC Investor Services 2008 - Present
Bell Business Solutions December 2004 - June 2008
Sprint Canada June 1995 - December 2004
Skills
Asset Management, Banking, Business Analysis, Business Development, CRM, Financial Services, Mutual Funds, Relationship Management, Team Leadership, ERP, Equities, Portfolio Management, Strategic Planning, Investments, Securities, Hedge Funds, Team Building, Project Management, Risk Management, Strategy, Coaching
Education
University of Manitoba 1986 — 1991
Bachelor of Commerce
Greater Toronto Airports Authority, Information Technology Management April 2014 - Present
Ontario Ministry of Government Services September 2013 - April 2014
RBC Investor Services March 2012 - March 2013
Bank of Montreal April 2011 - December 2011
RBC Royal Bank September 2010 - December 2010
Sun Life Assurance Company of Canada [ Edit ] August 2009 - June 2010
Royal Bank of Canada, Toronto January 2009 - February 2009
Intria/CIBC, Mississauga October 2008 - December 2008
September 2007- July 2008 Royal Bank of Canada September 2007 - July 2008
Sun Life Assurance Company of Canada June 2004 - July 2007
Skills
Software Quality..., System Testing, SDLC, Test Planning, Testing, Test Cases, Manual Testing, User Acceptance Testing, Test Strategy, Defect Tracking, Test Management, Quality Assurance, Integration, Regression Testing, Quality Center, Banking, Black Box Testing, Test Execution, Agile Testing, UML, Integration Testing, Software Documentation, Test Automation, Software Project..., System Integration..., SQL, LoadRunner, Functional Testing, Web Applications, Performance Testing, CMMI, Bug Tracking, Waterfall, Business Requirements, QTP, DB2, Agile Methodologies, Visio, Requirements Gathering, Systems Analysis, Requirements Analysis, Mainframe, Unix, JIRA, Usability Testing, Business Analysis, RUP, Databases, Release Management, XML
Education
Vitebski Dzjaržauny Tehnalagièny Universitet
BSc, Economics
RBC Global Asset Management March 2014 - Present
RBC Investor Services October 2010 - March 2014
State Street August 2009 - October 2010
BMO Financial Group January 2008 - August 2009
Skills
Bloomberg, Mutual Funds, Fixed Income, Securities, Derivatives, Equities, Valuation, Investments, Alternative Investments, Financial Modeling, Capital Markets, FX Options, Portfolio Management, Financial Analysis, Banking, Equity Valuation, Equity Derivatives, Risk Management, Trading, Financial Services
Education
University of Guelph 2006 — 2009
Hons BBA, Finance
CFA Institute
Level III Candidate
York Memorial Collegiate
RBC Investor Services April 2008 - Present
State Street Cayman & Alt. Investment Services April 2006 - April 2008
Consulting January 2004 - March 2006
State Street January 2003 - December 2003
State Street July 2000 - December 2002
Merrill Lynch August 1999 - June 2000
Skills
Fund Administration, Fund Accounting, Bloomberg, Banking, Mutual Funds, Securities, Global Custody, Back Office, Equities, Derivatives, Corporate Actions, Fixed Income, Portfolio Management, Investments, Management, Financial Services, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Reporting, Hedge Funds, Accounting, Asset Management, Bonds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor of Science, Finance and Management
TD SECURITIES June 2013 - Present
RBC Investor Services March 2013 - May 2013
Jameson Bank April 2012 - January 2013
Tim Hortons May 2011 - April 2012
JPMorgan Chase February 2009 - March 2011
JPMorgan Chase January 2006 - January 2009
Skills
Finance, Management, Cash Management, Teamwork, SWIFT payments, Derivatives, Team Leadership, CRM, Time Management, Team Building, Analytical Skills, Equities, Accounting, Account Reconciliation, Cold Calling, Process Improvement, Financial Risk, Fast Learner, Data Entry, SWIFT messaging, Trading, Banking, Analytical Abilities, Workplace Safety, Training, International Operations, Workplace Investigations, Work Flow Communication, Detail Orientation, Innovative Problem..., Business Development, Team Mentoring, Lifestyle Coaching, Public Speaking
Education
Mumbai University 2001 — 2004
Bachelor of Commerce (B.Com.), Accounting and Finance
St Xaviers School 1996 — 1999
Bois-Franc NanoCoatings August 2014 - Present
Advanceit Financial Corporation February 2013 - August 2014
Pivotal Payments January 2010 - February 2013
AGF Investments June 2007 - December 2009
RBC Investor Services April 2005 - June 2007
Skills
Business Development, Business Planning, Marketing, Mutual Funds, Credit, Coaching, Investments, Risk Management, Relationship Management, Trading, Wealth Management, Financial Advisory, Options, E-commerce, Fixed Income, Portfolio Management, Training, Banking, Sales, Financial Services, Sales Operations
Education
McGill University 2002 — 2004
Master's Degree, Treasury Finance
Concordia University 1998 — 2002
Bachelor's Degree, Cell and Molecular Biology
RBC Investor & Treasury Services March 2014 - Present
RBC Investor & Treasury Services March 2012 - March 2014
RBC Investor Services May 2006 - March 2012
Skills
Team Leadership, Sales Process, Business Strategy, Marketing Communications, Project Management, Proposal Writing, Marketing, Relationship Management, Organization &..., Positioning, Program Coordination, Build Strong..., Sub-Custody, Can Do Approach, Track Record Of..., Risk Management, Portfolio Management, Banking
Education
Dalhousie University 1990 — 1991
Ad Maj Cert, English
Dalhousie University 1986 — 1989
BA, English
RBC Investor & Treasury Services July 2014 - Present
RBC Investor Services January 2012 - Present
RBC Dexia Investor Services October 2009 - December 2011
Skills
Global Custody, Alternative Investments, Financial Services, Risk Management, Securities, Derivatives, Mutual Funds, Equities, Fund Administration, Capital Markets, Financial Markets, Asset Management, Banking, Fixed Income, Investments, Hedge Funds
Education
McGill University
Notre Dame
CPP Investment Board December 2014 - Present
TD Bank Group December 2012 - December 2014
RBC Investor Services July 2011 - December 2012
RBC Investor Services September 2010 - July 2011
DundeeWealth Inc. April 2008 - September 2010
TD Canada Trust July 2005 - April 2008
Skills
Global Cash Management, Product Management, Collateral Management, Operational Risk..., Investment Finance, Performance Reporting, Financial Variance..., Retail Banking, Mutual Funds, Bloomberg, Microsoft Office, Microsoft Excel, Chinese, Forecasting, Banking, P&L Analysis, Investments, Cash Management, Finance, Financial Modeling
Education
Queen's University 2012 — 2013
Master of Finance (MFin), Finance
University of Toronto - University College 2003 — 2007
Bachelor of Commerce, Finance and Economics
CFA Institute
Canadian Securities Institute
Canadian Securities Course (CSC), 2007
RBC 2011 - Present
RBC May 2005 - October 2011
RBC Wealth Management October 1999 - May 2005
RBC Wealth Management February 1998 - October 1999
RBC Investor Services March 1997 - February 1998
RBC Wealth Management January 1990 - March 1997
RBC Wealth Management January 1985 - January 1990
Skills
Vendor Management, Employee Engagement, Financial Services, Leadership, Training, Human Resources, Portfolio Management, Strategy, Business Process...
Education
Ryerson University 1980 — 1984
Bachelor of Arts (B.A.), Geography, 4 Year Honors
RBC June 2015 - Present
RBC Investor Services August 2011 - June 2015
TD Bank Financial Group December 2010 - August 2011
TD Bank Financial Group 2009 - December 2010
TD Waterhouse November 2008 - July 2009
Celestica August 2006 - August 2007
Skills
PMO, SDLC, Project Portfolio..., Visio, Vendor Management, Financials, MS Project, PMF, Business Analysis, Business Requirements, Project Delivery, User Acceptance Testing, Business Process..., Financial Services, Business Process, Project Management, Change Management, Management
Education
Ryerson University 2003 — 2008
B.Comm, Management
RBC Investor Services November 2010 - Present
State Street November 2009 - November 2010
State Street April 2008 - November 2009
Citco Fund Services November 2007 - June 2008
University Technology Service September 2005 - April 2006
Skills
Microsoft Office, Equities, Bloomberg, Financial Analysis, Fixed Income, Hedge Funds, Financial Risk, Collateral Management, Risk Management, Client Relations Skills, Project Management, Valuation, Microsoft Excel
Education
Wilfrid Laurier University 2014 — 2017
Master of Business Administration (MBA)
McMaster University 2002 — 2007
Honours B.A, Economics and Computer Science 2002
Scotiabank November 2013 - Present
RBC Investor Services October 2011 - February 2013
AECOM November 2010 - September 2011
Scotiabank June 2006 - August 2008
Skills
Unitrax, FundSERV, SDLC, HP Quality Center, Test Strategy, Test Estimation, Test Planning, Regression Testing, Visio, SharePoint, Access, Quality Assurance, Defect Life Cycle, Microsoft Excel, Microsoft Office, Quality Center, Analysis, Software Documentation, Project Management
Education
Carleton University 2005 — 2010
Public Affairs and Policy Management, International Relations and Affairs
RBC Wealth Management December 2014 - Present
RBC Global Asset Management May 2013 - December 2014
RBC Investor Services December 2011 - May 2013
RBC Investor Services December 2010 - November 2011
MJR Collections Services Limited December 2009 - December 2010
Skills
Training, Customer Service, Management, Coaching, Trend Analysis, Communication, Coordination, Forecasting, Account Reconciliation, Fund Accounting, Accounting, Mutual Funds, Fund Administration, Business Analysis, Bloomberg, Auditing, Access, Fund Of Funds, Risk Management, Analysis, Financial Analysis, Human Resources, Fixed Income, Securities, Financial Accounting, Finance, Microsoft Excel, Derivatives, Banking, Corporate Actions, Global Custody, IFRS, Valuation, Financial Services, Hedge Funds, Investments, Portfolio Management, Financial Statements, Equities, Back Office, Financial Reporting, Time Management, Corporate Finance, Financial Modeling
Education
Certified Management Accountants (CMA)
Strategic Leadership Program (SLP)
CSI 2012 — 2012
Canadian Securities Course, Finance
Ryerson University 2006 — 2010
Bachelor of Commerce, Accounting, Fianance
Humber College 2003 — 2006
Humber Institute of Technology and Advanced Learning, Finance
RBC Investor Services October 2012 - Present
Bell September 2011 - Present
Money Cash Worldwide S.A. August 2010 - May 2011
Skills
Financial Analysis, Business Analysis, Financial Modeling, Call Center, Risk Management, Strategic Financial..., Telecommunications, Forecasting, Team Leadership, Customer Experience, Banking, Analyse financière, Analyste commercial, Gestion des risques
Education
Université de Montréal 2008 — 2011
Bachelor économie, Économie
Université de Cergy-Pontoise 2004 — 2007
Licence 2, Sciences économique
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 Investor Services March 2013 - Present
RBC Investor Services September 2010 - February 2013
TD Insurance October 2009 - March 2010
CIBC September 2007 - August 2008
Skills
Risk Management, Customer Service, Financial Reporting
Education
George Brown College
Financial Planning
Sault College
Graphic Design
The Mortgage Centre July 2015 - Present
RBC Investor Services March 2012 - Present
RBC General Insurance Company January 2014 - September 2015
Mortgage Alliance April 2015 - June 2015
United Diesel LLC June 2005 - August 2009
Ingersoll Rand India June 1997 - October 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Strategic Planning, Negotiation, Risk Management, Sales
Education
Nagpur University 1992 — 1996
Bachelor's degree, Power Electronics
St Patricks H.S.School-Asansol
RBC August 2015 - Present
RBC August 2012 - August 2015
RBC Investor Services January 2011 - August 2012
TD Insurance 2006 - 2010
Skills
Instructional Design, E-Learning, Adult Education, Banking, Needs Analysis, Microsoft Office, Project Management, Compliance, Operations Training, Personal Training, Analysis, Program Management, Blended Learning, Change Management, Customer Service, Leadership, Property & Casualty..., Applied Kinesiology, E-Learning Consulting
Education
Brock University 2008 — 2010
BEd, Adult Education
Western University 1998 — 2002
BaHons, Kinesiology
RBC Investor & Treasury Services January 2015 - Present
RBC Investor & Treasury Services 2013 - December 2014
RBC Investor Services 2007 - 2013
Education
McGill University 1999 — 2003
Bachelor of Commerce, Finance & International Business
SKEMA Business School 2001 — 2002
Exchange Program, Finance & International Management
RBC Investor Services October 2007 - Present
Skills
Management, Accounting, Financial Analysis, Analysis, Finance, Account Reconciliation, Auditing, Invoicing, Internal Audit, Financial Risk, Retail, Equities, Microsoft Office, Team Leadership, Project Coordination, Customer Service, Account Management, Customer Satisfaction, SQL, Executive Management, Financial Risk...
Education
Sheridan College 1989 — 1992
Architectural Drafting
RBC Investor Services August 2005 - January 2014
Stocklord Asset Management November 2004 - April 2005
Skills
Portfolio Management, Trade Execution, Fixed Income, Money Market, Repos, Liquidity Management, Cash Management, Bloomberg, CanDeal, Communication Skills, Trading, Banking, Capital Markets, Treasury, Funding, Interest Rate Risk..., Interest Rate Swaps, Finance, Asset Liability..., Investment Strategies, ALM, Treasury Management, Hedging, Derivatives, Bonds, Market Risk, Financial Markets, Back Office, Swaps, Trading Strategies, Securities
Education
American University of Beirut 2002 — 2004
Master's degree, Financial Economics
American University of Beirut 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General, with Distinction
RBC Capital Markets April 2010 - Present
Hospitals of Ontario Pension Plan April 2008 - April 2010
RBC Capital Markets July 2006 - April 2008
RBC Investor Services July 2005 - July 2006
Education
McMaster University
Fiera Capital Corporation March 2013 - Present
RBC Investor Services March 2006 - March 2013
RBC Investor Services May 2007 - March 2012
RBC Investor Services September 2006 - May 2007
RBC Investor Services January 2005 - September 2006
RBC Investor Services August 2000 - December 2004
Skills
Banking, Customer Service, Fund Administration, Investments, Leadership, Management, Relationship Management, Strategy, Training, Mutual Funds, Business Analysis, Securities, Portfolio Management
Education
Centennial College 1993 — 1995
Finance, General
Ryerson University
Business Management, 3.0
Centennial Regional High School
RBC Investor Services April 2007 - Present
Skills
Business Analysis, Banking, Mutual Funds, Risk Management, Financial Analysis, Financial Modeling
Education
Concordia University
RBC Investor & Treasury Services January 2008 - Present
RBC Investor Services January 1997 - July 2007
RBC Investor Services January 1995 - July 1996
Skills
Equities, Securities Lending, Hedge Funds, Alternative Investments, Asset Management, Fund Administration, Mutual Funds, Derivatives, Investments, Financial Modeling, Fixed Income, Capital Markets, Fund Accounting, Financial Services, Corporate Actions, Securities
Education
Ryerson University 1984 — 1988
Bachelor of Business Management, Accounting/Finance
Hockey Supremacy Inc 2011 - Present
RBC Investor Services May 2004 - Present
Royal Trust 2000 - 2005
RBC 1997 - 2000
RBC 1985 - 1997
RBC 1981 - 1985
RBC 1978 - 1980
RBC 1976 - 1978
RBC 1975 - 1976
Skills
Operations, Accounting
Education
Université de Sherbrooke 1971 — 1974
Bachelor of Economics, Business/Managerial Economics
RBC Investor Services January 2013 - Present
CI Investments Inc. January 2011 - June 2012
HSBC Card Services November 2008 - December 2010
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Relationship Management
Education
University of Montreal 2005 — 2007
Bachelor's Degree, Economics
Belgian School of Kigali 2001 — 2004
High School, Economics
RBC Dexia May 2010 - Present
RBC Investor Services 2010 - Present
RBC Investor & Treasury Services January 2007 - April 2010
Skills
Tax, Financial Analysis, Accounting, Financial Reporting, Banking, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Financial Modeling, Strategic Financial..., Account Reconciliation, Finance, Corporate Finance, Cash Management, IFRS, Mutual Funds, Credit, Internal Audit, Risk Management
Education
CGA 1997 — 2011
Centennial College
Manulife Asset Management November 2014 - Present
BMO Capital Markets August 2013 - February 2014
RBC Investor Services July 2006 - August 2013
ING Bank of Canada January 2006 - June 2006
K N Financial September 2001 - April 2005
CIFCO Finance Ltd 1994 - 1997
CIFCO Finance Ltd 1994 - 1997
Skills
Dynamic, Investment Products, Client Services, Corporate Actions, Bloomberg, Mutual Funds, Securities, Derivatives, Bonds, Asset Management, Data Analysis, Business Analysis, Asset Allocation, Banking, Investment Banking, Reconciliations, Securitries Analysis, Fixed Income, Financial Services, Financial Modeling
Education
Canadian Career College 2014 — 2014
Certifincation, Six Sigma Green Belt and PMP - Preparation Course and PDU Credit
Canadian Securities Institute 2010 — 2010
CSC (Canadian Securities Course), Investments and Securities
The Maharaja Sayajirao University of Baroda 1996 — 1997
Diploma, Financial Management
The Maharaja Sayajirao University of Baroda 1989 — 1992
Bachelor's Degree, Business/Commerce, General
RBC Wealth Management September 2009 - Present
RBC Investor Services 2007 - 2013
Skills
Mutual Funds, Asset Managment, Wealth Management, Banking, Portfolio Management, Strategic Financial..., Risk Management, Investment Strategies, Retirement Planning, Financial Analysis, Retail Banking, Business Strategy, Commercial Banking, Management, Budgets, Team Leadership, Strategic Planning
Education
University of Alberta
RBC Investor Services August 2011 - Present
Community Living BC September 2010 - August 2011
The Brick August 2005 - May 2010
Skills
Fund Accounting, Fund Administration, Fund Of Funds, Corporate Actions, Financial Reporting, Global Custody, Transfer Agency, Bloomberg, Account Reconciliation, Hedge Funds, NAV, Accounting, Hedge Accounting, Financial Analysis, IFRS, Financial Accounting, Mutual Funds, Financial Statements, Canadian GAAP, Derivatives
Education
Ryerson University 2008 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Sheridan College 2005 — 2008
Business Administration, Finance, General
RBC Investor Services February 2007 - Present
The Canadian Depository for Securities Limited (CDS) September 1996 - August 2006
Skills
Banking, Financial Services, Relationship Management, Investments, Mutual Funds, Equities, Capital Markets
Education
Canadian Securities Institute, Toronto, Ontario 2009 — 2009
Fellow of the Canadian Securities Institute, Business
Durham College, Toronto, Ontario 2009 — 2009
Life License Qualification Program, Insurance
Seneca College of Applied Arts and Technology 1987 — 1991
Business Administration, Business/Commerce, General
Towers Watson February 2014 - July 2014
RBC Investor Services 2013 - 2013
Thesan Capital 2012 - 2012
In parallel to studying 2008 - 2012
Skills
Financial Analysis, Teamwork, Microsoft Office, Strategic Consulting, Microsoft Excel, Numerical Analysis, Valuation, Financial Modeling, Bloomberg, Leadership, Credit Analysis, Finance, Capital Markets
Education
Universidad Carlos III de Madrid 2010 — 2014
Bachelor’s Degree, Economics, 8.4 out of 10, Top 5% of my class
University of California, Berkeley 2012 — 2013
Major in Economics, Business & Economics, GPA 3.74
Ibmec Business School / IBMEC 2013 — 2013
Financial Economics & Business Administration, 9 out of 10
LCS & Partners July 2013 - January 2014
RBC Investor Services January 2012 - May 2012
The Honorable Justice Doris Ling-Cohan May 2011 - August 2011
Lee, Tsai & Partners Attorneys-at-Law July 2009 - August 2009
Arnold & Porter LLP June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching
Education
Boston College Law School 2009 — 2012
Doctor of Law (J.D.), Law
Brandeis University 2003 — 2007
Bachelor of Arts (B.A.), International and Global Studies
St. Catherine's College, Oxford University 2005 — 2006
Visiting Student
Stuyvesant High School 1999 — 2003
RBC Investor & Treasury Services April 2014 - Present
RBC Investor & Treasury Services June 2010 - Present
RBC Investor Services December 2007 - June 2010
RBC Investor Services June 2007 - December 2007
RBC Investor Services 1989 - 2007
Skills
Performance Management, Microsoft Excel, Employee Relations, HR Policies, Human Resources, Onboarding, HRIS, Employee Benefits, New Hire Orientations, Employee Engagement, Program Management, PeopleSoft, ADP Payroll, Payroll, HR Consulting, Organizational..., Customer Service
Education
Vancouver Community College
Certificate, Bookkeeping & Accounting Program
George Brown College
Compensation & Benefits Administration
RBC Investor Services December 2005 - Present
Macrotech Computers 1996 - 2005
Citi May 1994 - August 1994
Skills
Microsoft Excel, Microsoft Word, MPower, Access, Windows, Apple Numbers, iOS, Adobe Acrobat, Outlook, FTP software
Education
Seneca College of Applied Arts and Technology 1992 — 1995
Accounting and Finance
Norton Rose Fulbright October 2013 - Present
RBC Investor Services February 2009 - October 2013
TD Waterhouse Private Investment Advice January 2006 - February 2009
TD Canada Trust July 2003 - January 2006
Skills
Pay Close Attention to..., Highly Organized &..., Positive Team Player, Communication Skills, High level of initiative, Spanish, Outstanding..., Client Service Oriented, Client Relations Skills, Microsoft Excel, Microsoft Word, PowerPoint, Document Management, Computer Proficiency, Time Management, Minute Taking, Works well in a team, Work Independently with..., Adaptability, Executive Calendar..., Meeting Scheduling, Handle Multiple..., Proofreading, Receptionist Duties, Travel Management, Friendly Personality, High Sense Of Urgency, Presentation Development, High Pressure Situations, Organized Multi-tasker, Client Services, Confidentiality, Management, Oral & Written..., Close Attention to..., Highly detail oriented, Analysis, Calendars, Dependable Team Player, Project Management, Banking, Customer Service, Relationship Management, Communication, Mutual Funds, Securities
Education
Centennial College 2000 — 2003
Business Administration and Management, General