Scotia Capital
Industry: Company
DescriptionFounded: 1999 Subsidiaries: ScotiaMocatta, Scotia McLeod, Inc., Parent organization: ScotiabankFeedbackDisclaimer Claim this knowledge panel Knowledge resultSee outside Moved, closed or was never hereReportMap location is approximate. Can you help us improve it? Scotia Capital CompanyWebsite Saved (0) Saved Save Bank in London, England Address: 201 Bishopsgate, London EC2M 3NS Phone: 020 7826 5602Hours: : : Place name: : Category: : Website: : : Website: https://www.gbm.scotiabank.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of Scotia Capital Company Posting publicly on the Web Write a review Reviews Be the first to review
Scotia Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scotia Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Scotia Capital Employees
Employee
Years
Job
Industry
Shelley Ewart Shelley Ewart's Scotia Capital Experience May 2009 - February 2010
Job Relationship Manager & Business Advisor | Finance | Strategy | Optimization | MBA Candidate
Industry Banking
Experience
Comerica Bank February 2010 - Present
Comerica Bank February 2010 - November 2011
Scotia Capital May 2009 - February 2010
Skills
Financial Modeling, Credit Analysis, Loans, Commercial Banking, Business Loans, Commercial Lending, Deposits, Commercial Real Estate, Business Acquisition, Lines Of Credit, Term Loan, equipment financing, Cash Flow, Business Advising, Financial Advisory, Consulting, SBA 504, SBA, Small Business Lending, Middle Market, Energy, Houston, Inventory Management, Accounts Receivable, Letters of Credit, Derivatives, Foreign Exchange, Risk Management, Financial Risk..., Nonprofits, Accounting, Financial Analysis, Corporate Finance, Underwriting, Finance, Investments, Credit, Banking, Treasury Management, Financial Services, Valuation, Strategy, Management, Portfolio Management, New Business Development, Leadership, Strategic Planning, Microsoft Office, Analysis, Marketing
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Houston Baptist University 2006 — 2009
Bachelors, Business Administration and Finance, 4.0
Comerica Bank February 2010 - Present
Comerica Bank February 2010 - November 2011
Scotia Capital May 2009 - February 2010
Skills
Financial Modeling, Credit Analysis, Loans, Commercial Banking, Business Loans, Commercial Lending, Deposits, Commercial Real Estate, Business Acquisition, Lines Of Credit, Term Loan, equipment financing, Cash Flow, Business Advising, Financial Advisory, Consulting, SBA 504, SBA, Small Business Lending, Middle Market, Energy, Houston, Inventory Management, Accounts Receivable, Letters of Credit, Derivatives, Foreign Exchange, Risk Management, Financial Risk..., Nonprofits, Accounting, Financial Analysis, Corporate Finance, Underwriting, Finance, Investments, Credit, Banking, Treasury Management, Financial Services, Valuation, Strategy, Management, Portfolio Management, New Business Development, Leadership, Strategic Planning, Microsoft Office, Analysis, Marketing
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Houston Baptist University 2006 — 2009
Bachelors, Business Administration and Finance, 4.0
Imran FIROZ Imran FIROZ's Scotia Capital Experience 2000 - 2001
Job Managing Director at MatchTrade Technologies LLC
Industry Management Consulting
Experience
Match-Trade Technologies LLC February 2014 - Present
Marque 3 LLC July 2007 - Present
Avalon Capital Holdings November 2004 - July 2007
Financial Media Group, Inc. (formerly known as Giant Jr. Investments Corp.) February 2003 - November 2004
National Bank Financial August 2001 - August 2002
Scotia Capital 2000 - 2001
Saudi Methanol Company August 1997 - July 1999
Tata Chemicals December 1994 - July 1997
Skills
Mergers, Financial Modeling, Corporate Development, Due Diligence, Strategy, Finance, Investments, Investment Banking, Risk Management, Equities, Business Development, Restructuring, Financial Structuring, Cross-functional Team..., IPO
Education
Global Association of Risk Professionals 2003 — 2003
Certification
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Western University 1999 — 2001
Masters
Match-Trade Technologies LLC February 2014 - Present
Marque 3 LLC July 2007 - Present
Avalon Capital Holdings November 2004 - July 2007
Financial Media Group, Inc. (formerly known as Giant Jr. Investments Corp.) February 2003 - November 2004
National Bank Financial August 2001 - August 2002
Scotia Capital 2000 - 2001
Saudi Methanol Company August 1997 - July 1999
Tata Chemicals December 1994 - July 1997
Skills
Mergers, Financial Modeling, Corporate Development, Due Diligence, Strategy, Finance, Investments, Investment Banking, Risk Management, Equities, Business Development, Restructuring, Financial Structuring, Cross-functional Team..., IPO
Education
Global Association of Risk Professionals 2003 — 2003
Certification
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Western University 1999 — 2001
Masters
Sebastian Gutierrez Sebastian Gutierrez's Scotia Capital Experience January 2011 - January 2012
Job Founder, Principal at DataYou
Industry Internet
Experience
DataYou May 2013 - Present
LetsWombat January 2012 - January 2014
Scotia Capital January 2011 - January 2012
Acheevmo, LLC (acheevmo.com, explorecation.com) September 2009 - January 2012
Standard Chartered Bank July 2008 - September 2009
JPMorgan Chase February 2005 - July 2008
Skills
Fixed Income Trading, Programming, FX trading, Fixed Income, Risk Management, Ruby on Rails, Marketing Strategy, Brand Management, FX Options, Start-ups, Trading, Analytics, Emerging Markets, Business Analysis, Options, d3.js, Strategy, Business Development, Consulting, Derivatives, Business Strategy, Entrepreneurship, Financial Markets
Education
University of San Francisco 2003 — 2005
M.A., Economics
Massachusetts Institute of Technology 1999 — 2003
S.B., Mathematics
Grand Blanc High School 1995 — 1999
DataYou May 2013 - Present
LetsWombat January 2012 - January 2014
Scotia Capital January 2011 - January 2012
Acheevmo, LLC (acheevmo.com, explorecation.com) September 2009 - January 2012
Standard Chartered Bank July 2008 - September 2009
JPMorgan Chase February 2005 - July 2008
Skills
Fixed Income Trading, Programming, FX trading, Fixed Income, Risk Management, Ruby on Rails, Marketing Strategy, Brand Management, FX Options, Start-ups, Trading, Analytics, Emerging Markets, Business Analysis, Options, d3.js, Strategy, Business Development, Consulting, Derivatives, Business Strategy, Entrepreneurship, Financial Markets
Education
University of San Francisco 2003 — 2005
M.A., Economics
Massachusetts Institute of Technology 1999 — 2003
S.B., Mathematics
Grand Blanc High School 1995 — 1999
Chris Sarisky Chris Sarisky's Scotia Capital Experience March 2008 - November 2011
Job Capital Markets Distribution, Debt Restructuring /Refinance Specialist; Loan/High Yield/Distressed Sales and Trading
Industry Investment Banking
Experience
MID-SHIP Securities LLC September 2015 - Present
CI Credit Partners LLC November 2012 - September 2015
Scotia Capital March 2008 - November 2011
Citi 1999 - 2007
Dresdner Bank 1995 - 1999
Skills
Credit Trading, Distressed Debt, Credit Portfolio..., High Yield, Special Situations, Leveraged Finance, Debt, Structured Finance, Credit Analysis, Capital Markets, Loans, Credit, Portfolio Management, Banking, Debt Restructuring, Financial Services, Hedge Funds, Investment Banking, Trading, Corporate Finance, Fixed Income, Derivatives, Asset Management
Education
Touro College Jacob D. Fuchsberg Law Center 1990 — 1993
JD, Law
Hofstra University
BBA, Finance
MID-SHIP Securities LLC September 2015 - Present
CI Credit Partners LLC November 2012 - September 2015
Scotia Capital March 2008 - November 2011
Citi 1999 - 2007
Dresdner Bank 1995 - 1999
Skills
Credit Trading, Distressed Debt, Credit Portfolio..., High Yield, Special Situations, Leveraged Finance, Debt, Structured Finance, Credit Analysis, Capital Markets, Loans, Credit, Portfolio Management, Banking, Debt Restructuring, Financial Services, Hedge Funds, Investment Banking, Trading, Corporate Finance, Fixed Income, Derivatives, Asset Management
Education
Touro College Jacob D. Fuchsberg Law Center 1990 — 1993
JD, Law
Hofstra University
BBA, Finance
Ram Tyagi Ram Tyagi's Scotia Capital Experience September 2009 - January 2010
Job Senior Manager, TRM at Sapient Global Markets
Industry Investment Banking
Experience
Sapient Global Markets October 2006 - Present
RBC Capital Markets February 2010 - July 2010
Scotia Capital September 2009 - January 2010
E.ON IS GmbH April 2009 - September 2009
Citadel Investment Group November 2006 - March 2009
UBS Investment Bank February 2002 - October 2006
Polaris Software Lab January 2001 - October 2006
Gen Re Insurance USA January 2001 - December 2001
Barcode India Pvt Limited July 1999 - January 2001
Defense Research & Development Organization (DRDO) January 1998 - May 1999
Skills
Trading Systems, Unix, Interest Rate..., Perl, Sybase, Commodity, Fixed Income, Business Analysis, Trading, Software Project..., SDLC, C++, Market Data, Investment Banking, Data Modeling, .NET, Team Management, Visual C#, Portfolio reconciliation, Oracle, CCS, Microsoft SQL Server, Commodity Markets, Hedge Funds, Endur, Data Warehousing, Strategy, Credit Derivatives, Equities, Electronic Trading, Matlab, OTC Derivatives, SQL Server, ASP.NET, Account Management
Education
Jiwaji University 1997 — 1999
Masters, Computer Science
Science college Gwalior 1994 — 1997
Bachelor of Science, Maths, Statistics
Sapient Global Markets October 2006 - Present
RBC Capital Markets February 2010 - July 2010
Scotia Capital September 2009 - January 2010
E.ON IS GmbH April 2009 - September 2009
Citadel Investment Group November 2006 - March 2009
UBS Investment Bank February 2002 - October 2006
Polaris Software Lab January 2001 - October 2006
Gen Re Insurance USA January 2001 - December 2001
Barcode India Pvt Limited July 1999 - January 2001
Defense Research & Development Organization (DRDO) January 1998 - May 1999
Skills
Trading Systems, Unix, Interest Rate..., Perl, Sybase, Commodity, Fixed Income, Business Analysis, Trading, Software Project..., SDLC, C++, Market Data, Investment Banking, Data Modeling, .NET, Team Management, Visual C#, Portfolio reconciliation, Oracle, CCS, Microsoft SQL Server, Commodity Markets, Hedge Funds, Endur, Data Warehousing, Strategy, Credit Derivatives, Equities, Electronic Trading, Matlab, OTC Derivatives, SQL Server, ASP.NET, Account Management
Education
Jiwaji University 1997 — 1999
Masters, Computer Science
Science college Gwalior 1994 — 1997
Bachelor of Science, Maths, Statistics
Juthika Thakur Juthika Thakur's Scotia Capital Experience May 2009 - August 2009
Job Dermatology Resident, McMaster University & University of Toronto
Industry Medical Practice
Experience
McMaster University July 2015 - Present
McMaster University August 2012 - May 2015
University Health Network November 2011 - August 2012
Scotia Capital May 2009 - August 2009
Impact Entrepreneurship Group 2008 - 2009
TD Canada Trust May 2008 - August 2008
Skills
Microsoft Excel, Research, PowerPoint, Business Strategy, Project Management, Strategic Planning, Healthcare, Microsoft Word, Statistics, Customer Service, Leadership, Public Speaking
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2011
Bachelor of Arts, Honours in Business Administration, Management, Healthcare & Corporate Strategy
The University of Western Ontario 2006 — 2011
Bachelor of Medical Sciences (Honours Specialization), Healthcare
Gordon Graydon Memorial Secondary School 2002 — 2006
High School Diploma
McMaster University July 2015 - Present
McMaster University August 2012 - May 2015
University Health Network November 2011 - August 2012
Scotia Capital May 2009 - August 2009
Impact Entrepreneurship Group 2008 - 2009
TD Canada Trust May 2008 - August 2008
Skills
Microsoft Excel, Research, PowerPoint, Business Strategy, Project Management, Strategic Planning, Healthcare, Microsoft Word, Statistics, Customer Service, Leadership, Public Speaking
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2011
Bachelor of Arts, Honours in Business Administration, Management, Healthcare & Corporate Strategy
The University of Western Ontario 2006 — 2011
Bachelor of Medical Sciences (Honours Specialization), Healthcare
Gordon Graydon Memorial Secondary School 2002 — 2006
High School Diploma
Simran Mander's Scotia Capital Experience January 2009 - September 2009
Job Financial Analyst at Club Coffee, CPA, CMA
Industry Food Production
Experience
Maple Leaf Foods Inc November 2013 - March 2015
Loblaw Companies Limited January 2013 - November 2013
Robert Kennedy Publishing November 2011 - December 2012
Council for Automotive Human Resources May 2011 - November 2011
Research In Motion September 2010 - December 2010
Scotia Capital January 2009 - September 2009
Fairweather Head Office October 2008 - January 2009
Skills
Financial Analysis, Forecasting, Accounting, Problem Solving, Oral & Written..., Corporate Communications, Presentations, Interpersonal Skill, Adaptability, Passion for Helping..., Collaboration, Media Relations, Research, Leadership, Event Planning, Market Research, Teamwork, Publishing, Speech Writing, Social Media, Project Management, Publications, Press Releases, Public Relations, Management, Strategic Planning, Time Management, Financial Reporting, Customer Service
Education
The Society of Management Accountants of Canada 2012 — 2015
Certified Management Accountant
Seneca College of Applied Arts and Technology 2010 — 2010
Graduate Diploma, Corporate Communications Co-op
The University of Western Ontario - King's University College 2004 — 2008
Bachelor, Management and Organizational Studies with a Specialization in Finance & Administration
Maple Leaf Foods Inc November 2013 - March 2015
Loblaw Companies Limited January 2013 - November 2013
Robert Kennedy Publishing November 2011 - December 2012
Council for Automotive Human Resources May 2011 - November 2011
Research In Motion September 2010 - December 2010
Scotia Capital January 2009 - September 2009
Fairweather Head Office October 2008 - January 2009
Skills
Financial Analysis, Forecasting, Accounting, Problem Solving, Oral & Written..., Corporate Communications, Presentations, Interpersonal Skill, Adaptability, Passion for Helping..., Collaboration, Media Relations, Research, Leadership, Event Planning, Market Research, Teamwork, Publishing, Speech Writing, Social Media, Project Management, Publications, Press Releases, Public Relations, Management, Strategic Planning, Time Management, Financial Reporting, Customer Service
Education
The Society of Management Accountants of Canada 2012 — 2015
Certified Management Accountant
Seneca College of Applied Arts and Technology 2010 — 2010
Graduate Diploma, Corporate Communications Co-op
The University of Western Ontario - King's University College 2004 — 2008
Bachelor, Management and Organizational Studies with a Specialization in Finance & Administration
Jean-Francois Sabourin Jean-Francois Sabourin's Scotia Capital Experience 1998 - 2000
Job President/CEO of Jitneytrade, President/CEO FinlogiK and Director of Mediagrif
Industry Financial Services
Experience
Mediagrif September 2008 - Present
FinlogiK Inc. January 2003 - Present
JitneyTrade January 2011 - April 2013
Logibec March 2010 - August 2010
Citibank 2000 - 2002
Scotia Capital 1998 - 2000
TD 1997 - 1998
Hydro Québec 1994 - 1997
Skills
Derivatives, Equities, Financial Markets, Fixed Income, Trading, Electronic Trading, Trading Systems, Business Analysis, Securities, Options, Capital Markets, Executive Management, Risk Systems, Investments, Equity Trading, Portfolio Management, FX Options, Hedge Funds, Equity Derivatives, Risk Management, Financial Engineering
Education
Université de Montréal - HEC Montréal 1989 — 1994
BS, Finance
Collège Bois-de-Boulogne 1987 — 1989
Diplôme d'études collégiales, Physical Sciences
Mediagrif September 2008 - Present
FinlogiK Inc. January 2003 - Present
JitneyTrade January 2011 - April 2013
Logibec March 2010 - August 2010
Citibank 2000 - 2002
Scotia Capital 1998 - 2000
TD 1997 - 1998
Hydro Québec 1994 - 1997
Skills
Derivatives, Equities, Financial Markets, Fixed Income, Trading, Electronic Trading, Trading Systems, Business Analysis, Securities, Options, Capital Markets, Executive Management, Risk Systems, Investments, Equity Trading, Portfolio Management, FX Options, Hedge Funds, Equity Derivatives, Risk Management, Financial Engineering
Education
Université de Montréal - HEC Montréal 1989 — 1994
BS, Finance
Collège Bois-de-Boulogne 1987 — 1989
Diplôme d'études collégiales, Physical Sciences
Jenny Pierce Jenny Pierce's Scotia Capital Experience May 2011 - August 2011
Job Associate Product Marketing Manager at Google
Industry Marketing and Advertising
Experience
Google October 2014 - Present
Unilever April 2014 - October 2014
Unilever September 2013 - May 2014
Unilever May 2012 - August 2012
Scotia Capital May 2011 - August 2011
Scotiabank May 2010 - August 2010
Skills
Creative Writing, Marketing Strategy, Marketing Communications
Education
Università Commerciale 'Luigi Bocconi' 2013 — 2013
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honours Business Administration (HBA)
The University of Western Ontario 2009 — 2013
Honours Specialization in Political Science
Google October 2014 - Present
Unilever April 2014 - October 2014
Unilever September 2013 - May 2014
Unilever May 2012 - August 2012
Scotia Capital May 2011 - August 2011
Scotiabank May 2010 - August 2010
Skills
Creative Writing, Marketing Strategy, Marketing Communications
Education
Università Commerciale 'Luigi Bocconi' 2013 — 2013
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honours Business Administration (HBA)
The University of Western Ontario 2009 — 2013
Honours Specialization in Political Science
David Mahmood's Scotia Capital Experience August 2007 - Present
Job
Industry Banking
Experience
Scotia Capital August 2007 - Present
Scotia Capital November 2000 - July 2007
Scotia Capital August 1998 - October 2000
Mellon Bank 1993 - 1996
Skills
Leveraged Finance, Financial Structuring, Debt, Credit Analysis, Financial Institutions, Fixed Income, Loan Origination, Financial Modeling, Valuation, Credit Risk, Banking, Capital Markets, Corporate Finance, Financial Analysis, Investment Banking
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA
Indiana University Bloomington 1996 — 1998
Master of Business Administration (MBA)
Seton Hall University 1989 — 1993
BS
Scotia Capital August 2007 - Present
Scotia Capital November 2000 - July 2007
Scotia Capital August 1998 - October 2000
Mellon Bank 1993 - 1996
Skills
Leveraged Finance, Financial Structuring, Debt, Credit Analysis, Financial Institutions, Fixed Income, Loan Origination, Financial Modeling, Valuation, Credit Risk, Banking, Capital Markets, Corporate Finance, Financial Analysis, Investment Banking
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA
Indiana University Bloomington 1996 — 1998
Master of Business Administration (MBA)
Seton Hall University 1989 — 1993
BS
Chip Pitfield Chip Pitfield's Scotia Capital Experience 1998 - 2009
Job Relationship Manager at CGOV Asset Management
Industry Investment Management
Experience
CGOV Asset Management July 2013 - Present
Delta Waterfowl Foundation January 2015 - Present
Oolagen - Youth Mental Health October 2012 - Present
Maison Placements Canada Inc. 2010 - June 2013
Scotia Capital 1998 - 2009
CIBC World Markets 1990 - 1998
Skills
Capital Markets, Securities, Equities, Investment Banking, Fixed Income, Portfolio Management, Investments, Corporate Finance, Financial Modeling, Equity Capital Markets, Wealth Management, Derivatives, Investment Strategies
Education
Ridley College
The University of Western Ontario - Huron University College
BA
CGOV Asset Management July 2013 - Present
Delta Waterfowl Foundation January 2015 - Present
Oolagen - Youth Mental Health October 2012 - Present
Maison Placements Canada Inc. 2010 - June 2013
Scotia Capital 1998 - 2009
CIBC World Markets 1990 - 1998
Skills
Capital Markets, Securities, Equities, Investment Banking, Fixed Income, Portfolio Management, Investments, Corporate Finance, Financial Modeling, Equity Capital Markets, Wealth Management, Derivatives, Investment Strategies
Education
Ridley College
The University of Western Ontario - Huron University College
BA
Don Findlay's Scotia Capital Experience March 2009 - July 2009
Job PMP®, Director at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets May 2010 - Present
CIBC January 2010 - April 2010
Scotia Capital March 2009 - July 2009
Perimeter Financial November 2002 - February 2009
E*TRADE Canada October 1995 - October 2002
SHL Systemhouse Ltd. April 1994 - October 1995
KPMG Canada October 1989 - April 1994
DataSpace Corporation 1986 - 1989
Lynx Technology Inc. 1983 - 1986
Skills
Program Management, Product Management, Business Architecture, SDLC, Integration, Business Analysis, Strategy, Requirements Analysis, Start-ups, Project Management, Management, Software Development, Process Improvement, Leadership, Analysis, Testing, Product Development, Capital Markets, Training, Quality Assurance, IT Strategy, Trading Systems, Electronic Trading
Education
Harvard Business School 1981 — 1983
MBA
Massachusetts Institute of Technology 1975 — 1979
BSc
Sapient Global Markets May 2010 - Present
CIBC January 2010 - April 2010
Scotia Capital March 2009 - July 2009
Perimeter Financial November 2002 - February 2009
E*TRADE Canada October 1995 - October 2002
SHL Systemhouse Ltd. April 1994 - October 1995
KPMG Canada October 1989 - April 1994
DataSpace Corporation 1986 - 1989
Lynx Technology Inc. 1983 - 1986
Skills
Program Management, Product Management, Business Architecture, SDLC, Integration, Business Analysis, Strategy, Requirements Analysis, Start-ups, Project Management, Management, Software Development, Process Improvement, Leadership, Analysis, Testing, Product Development, Capital Markets, Training, Quality Assurance, IT Strategy, Trading Systems, Electronic Trading
Education
Harvard Business School 1981 — 1983
MBA
Massachusetts Institute of Technology 1975 — 1979
BSc
Jordan Isenberg's Scotia Capital Experience September 2005 - October 2006
Job Resident Physician
Industry Hospital & Health Care
Experience
Ministère des Finances du Québec - Le Groupe d'experts pour le financement à l'activité de la santé April 2012 - March 2013
Action Canada April 2011 - March 2012
McGill University Health Centre April 2011 - November 2011
The Republic of Guatemala - Ministerio de Medio Ambiente y Recursos Naturales November 2009 - August 2010
Smithsonian Panama Tropical Research Institute December 2007 - October 2009
Scotia Capital September 2005 - October 2006
Skills
Public Policy, Policy, Policy Analysis, Leadership, Strategic Planning, Healthcare Management, Governance, Research, Climate Change, International..., Politics, International Relations, Government, Analysis
Education
Université de Montréal 2015 — 2020
FRCSC, Ophthalmology Residency Programme
McGill University 2010 — 2015
M.D., C.M. & M.B.A., Doctorate of medicine, master of surgery and master of business administration
McGill University 2008 — 2010
M.Sc., Master of Science, Ocular pathology
McGill University 2005 — 2008
B.Sc., Bachelor of Science, Biology, Latin American and Caribbean Studies
Marianopolis College 2003 — 2005
DEC, Diploma of College Studies, Sciences de la nature
Ministère des Finances du Québec - Le Groupe d'experts pour le financement à l'activité de la santé April 2012 - March 2013
Action Canada April 2011 - March 2012
McGill University Health Centre April 2011 - November 2011
The Republic of Guatemala - Ministerio de Medio Ambiente y Recursos Naturales November 2009 - August 2010
Smithsonian Panama Tropical Research Institute December 2007 - October 2009
Scotia Capital September 2005 - October 2006
Skills
Public Policy, Policy, Policy Analysis, Leadership, Strategic Planning, Healthcare Management, Governance, Research, Climate Change, International..., Politics, International Relations, Government, Analysis
Education
Université de Montréal 2015 — 2020
FRCSC, Ophthalmology Residency Programme
McGill University 2010 — 2015
M.D., C.M. & M.B.A., Doctorate of medicine, master of surgery and master of business administration
McGill University 2008 — 2010
M.Sc., Master of Science, Ocular pathology
McGill University 2005 — 2008
B.Sc., Bachelor of Science, Biology, Latin American and Caribbean Studies
Marianopolis College 2003 — 2005
DEC, Diploma of College Studies, Sciences de la nature
Shayne Mauricette's Scotia Capital Experience November 2001 - March 2003
Job Head of Research and Design Strategy ConversionArc
Industry Management Consulting
Experience
ConversionArc: A Revenue Design Company August 2013 - Present
Bridgeable 2014 - 2015
ITCI Invictus Technologies (Formerly Frontline Technologies) January 2013 - May 2013
Frontline Technologies Inc. July 2012 - May 2013
Makoto Bay September 2008 - August 2012
Intelligent Momentum Inc. June 2006 - August 2008
UBS Investment Bank March 2003 - May 2006
Scotia Capital November 2001 - March 2003
Merrill Lynch March 1999 - June 2001
Merrill Lynch June 1997 - February 1999
Skills
Equity Trading, Hedge Fund Coverage, Technical Analysis, Due Diligence, Business Development, Business Communications, Leadership Management, Business Strategy, Process Mapping, Financial Analysis, Hedge Funds, Management Consulting, Investment Banking, Finance, Portfolio Management, Business Process Mapping, Trading, Capital Markets, Equities, Valuation, Investments, Financial Services, Start-ups, Mergers & Acquisitions, Fixed Income
Education
Harvard University 1992 — 1996
BA, Government
St. Michael's College School 1987 — 1992
ConversionArc: A Revenue Design Company August 2013 - Present
Bridgeable 2014 - 2015
ITCI Invictus Technologies (Formerly Frontline Technologies) January 2013 - May 2013
Frontline Technologies Inc. July 2012 - May 2013
Makoto Bay September 2008 - August 2012
Intelligent Momentum Inc. June 2006 - August 2008
UBS Investment Bank March 2003 - May 2006
Scotia Capital November 2001 - March 2003
Merrill Lynch March 1999 - June 2001
Merrill Lynch June 1997 - February 1999
Skills
Equity Trading, Hedge Fund Coverage, Technical Analysis, Due Diligence, Business Development, Business Communications, Leadership Management, Business Strategy, Process Mapping, Financial Analysis, Hedge Funds, Management Consulting, Investment Banking, Finance, Portfolio Management, Business Process Mapping, Trading, Capital Markets, Equities, Valuation, Investments, Financial Services, Start-ups, Mergers & Acquisitions, Fixed Income
Education
Harvard University 1992 — 1996
BA, Government
St. Michael's College School 1987 — 1992
Karen Ko , CFA Karen Ko , CFA's Scotia Capital Experience August 2001 - September 2005
Job Global Equity Analyst at Westwood International Advisors
Industry Investment Management
Experience
Westwood International Advisors September 2013 - Present
OMERS Capital Markets September 2012 - June 2013
OMERS Capital Markets September 2008 - August 2012
OMERS Capital Markets October 2005 - August 2008
Scotia Capital August 2001 - September 2005
Scotiabank August 1998 - July 2001
Skills
Financial Modeling, Banking, Portfolio Management, Equity Research, Financial Risk, Capital Markets, Investments, Investment Banking, Credit
Education
Harvard Business School
High Potentials Leadership Program
JFK School of Government, Harvard University
Investment Decisions and Behavioral Finance Program
CFA Institute
Chartered Financial Analyst
Rotman School of Management, University of Toronto 1996 — 1998
MBA
The University of British Columbia / UBC
B. Comm, Finance
Westwood International Advisors September 2013 - Present
OMERS Capital Markets September 2012 - June 2013
OMERS Capital Markets September 2008 - August 2012
OMERS Capital Markets October 2005 - August 2008
Scotia Capital August 2001 - September 2005
Scotiabank August 1998 - July 2001
Skills
Financial Modeling, Banking, Portfolio Management, Equity Research, Financial Risk, Capital Markets, Investments, Investment Banking, Credit
Education
Harvard Business School
High Potentials Leadership Program
JFK School of Government, Harvard University
Investment Decisions and Behavioral Finance Program
CFA Institute
Chartered Financial Analyst
Rotman School of Management, University of Toronto 1996 — 1998
MBA
The University of British Columbia / UBC
B. Comm, Finance
Paul Poon Paul Poon's Scotia Capital Experience December 2008 - March 2011
Job Equity Research Associate at National Bank Financial
Industry Banking
Experience
National Bank Financial September 2014 - Present
RBC Capital Markets September 2012 - September 2014
Scotia Capital December 2008 - March 2011
Scotia Capital October 2007 - November 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Excel, Research, Valuation, Capital Markets, Analysis, Business Strategy, Corporate Finance, Financial Services, Equities, Microsoft Excel, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2012
MBA
University of Toronto 2003 — 2008
Honours Bachelor of Arts, Political Science
National Bank Financial September 2014 - Present
RBC Capital Markets September 2012 - September 2014
Scotia Capital December 2008 - March 2011
Scotia Capital October 2007 - November 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Excel, Research, Valuation, Capital Markets, Analysis, Business Strategy, Corporate Finance, Financial Services, Equities, Microsoft Excel, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2012
MBA
University of Toronto 2003 — 2008
Honours Bachelor of Arts, Political Science
Paul Steep Paul Steep's Scotia Capital Experience February 2004 - Present
Job Media and Software Research Analyst at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital February 2004 - Present
Orion Securities March 2000 - January 2004
Price Waterhouse Management Consultants June 1994 - August 1997
Skills
Equity Research, Equities, Financial Analysis, Industry Analysis, Capital Markets, Marketing Strategy, Market Research, Enterprise Software, Account Management, Media, Digital Media, Excel, Bloomberg, Competitive Analysis, Microsoft Excel, Start-ups, Leadership, Strategy, Investment Banking, Alternative Investments, Financial Modeling, Asset Management, Equity Valuation, Business Analysis, Investment Strategies, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Business Development, Portfolio Management, Mergers & Acquisitions, Private Equity, Management
Education
York University - Schulich School of Business 1997 — 1998
MBA, Finance, Entrepreneurship
The University of Western Ontario - Richard Ivey School of Business 1990 — 1994
HBA, Business/Commerce, General
Scotia Capital February 2004 - Present
Orion Securities March 2000 - January 2004
Price Waterhouse Management Consultants June 1994 - August 1997
Skills
Equity Research, Equities, Financial Analysis, Industry Analysis, Capital Markets, Marketing Strategy, Market Research, Enterprise Software, Account Management, Media, Digital Media, Excel, Bloomberg, Competitive Analysis, Microsoft Excel, Start-ups, Leadership, Strategy, Investment Banking, Alternative Investments, Financial Modeling, Asset Management, Equity Valuation, Business Analysis, Investment Strategies, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Business Development, Portfolio Management, Mergers & Acquisitions, Private Equity, Management
Education
York University - Schulich School of Business 1997 — 1998
MBA, Finance, Entrepreneurship
The University of Western Ontario - Richard Ivey School of Business 1990 — 1994
HBA, Business/Commerce, General
Stephen Matyasfalvi, BASc, MBA, CFA Stephen Matyasfalvi, BASc, MBA, CFA's Scotia Capital Experience June 1998 - December 2000
Job Senior Management and Business Consultant
Industry Management Consulting
Experience
Deksia Consulting Inc. (Independent Consultant) January 2009 - Present
Spot 6 Management 2014 - Present
Achievers Inc. (formerly I Love Rewards) August 2010 - February 2012
Shoppers Drug Mart December 2008 - July 2010
ZipLocal Inc. August 2007 - October 2008
Shoppers Drug Mart Inc. September 2004 - June 2007
M.I. Design and Consulting Ltd. May 2003 - August 2004
Credit Suisse January 2000 - March 2003
Scotia Capital June 1998 - December 2000
Bombardier Aerospace May 1995 - May 1998
Skills
Business Analysis, Financial Analysis, Operations Management, Business Strategy, Business Planning, Process Improvement, Strategic Planning, Team Leadership, Team Building, Analysis, Process Engineering, Management Consulting, Strategy Development, Program Management, Salesforce.com, Planning, Market Research, Agile Project Management, Senior Executives, Executive Management, senior management, strategic management, Project Planning, Consulting, Project Management, Scalability, Marketing Automation, IT Operations, SaaS, SAP Business One, ERP, CRM, Business Case, Business Process..., Financial Modeling, Leadership, Start-ups, Forecasting, Cross-functional Team..., Competitive Analysis, Analytics, Relationship Marketing, Relationship Management, Business Relationship..., Strategy, Enterprise Software, Business Process, Management, Cloud Computing, Product Development
Education
CFA Institute 1999 — 2002
CFA, Chartered Financial Analyst
York University 1996 — 1998
MBA, Strategy, Finance and Operations
University of Toronto 1991 — 1995
B.A.Sc., Engineering
De La Salle College 1986 — 1991
George Brown College
Interior Decorating Certificate, Interior Decorating Certificate
Deksia Consulting Inc. (Independent Consultant) January 2009 - Present
Spot 6 Management 2014 - Present
Achievers Inc. (formerly I Love Rewards) August 2010 - February 2012
Shoppers Drug Mart December 2008 - July 2010
ZipLocal Inc. August 2007 - October 2008
Shoppers Drug Mart Inc. September 2004 - June 2007
M.I. Design and Consulting Ltd. May 2003 - August 2004
Credit Suisse January 2000 - March 2003
Scotia Capital June 1998 - December 2000
Bombardier Aerospace May 1995 - May 1998
Skills
Business Analysis, Financial Analysis, Operations Management, Business Strategy, Business Planning, Process Improvement, Strategic Planning, Team Leadership, Team Building, Analysis, Process Engineering, Management Consulting, Strategy Development, Program Management, Salesforce.com, Planning, Market Research, Agile Project Management, Senior Executives, Executive Management, senior management, strategic management, Project Planning, Consulting, Project Management, Scalability, Marketing Automation, IT Operations, SaaS, SAP Business One, ERP, CRM, Business Case, Business Process..., Financial Modeling, Leadership, Start-ups, Forecasting, Cross-functional Team..., Competitive Analysis, Analytics, Relationship Marketing, Relationship Management, Business Relationship..., Strategy, Enterprise Software, Business Process, Management, Cloud Computing, Product Development
Education
CFA Institute 1999 — 2002
CFA, Chartered Financial Analyst
York University 1996 — 1998
MBA, Strategy, Finance and Operations
University of Toronto 1991 — 1995
B.A.Sc., Engineering
De La Salle College 1986 — 1991
George Brown College
Interior Decorating Certificate, Interior Decorating Certificate
Robert Solomon Robert Solomon's Scotia Capital Experience 1998 - November 2010
Job Vice President Real Estate Credit, The Bank of Nova Scotia
Industry Banking
Experience
The Bank of Nova Scotia November 2010 - Present
Scotia Capital 1998 - November 2010
The Bank of Nova Scotia 1995 - 1998
Montreal Trust (subsidiary of The Bank of Nova Scotia) 1993 - 1995
The Bank of Nova Scotia 1991 - 1993
First Quebec Corporation 1989 - 1991
The Bank of Nova Scotia 1985 - 1989
Skills
Real Estate, Loans, Mergers & Acquisitions, Portfolio Management, Finance, Commercial Real Estate, Real Estate Development, Risk Management, Banking, Residential Homes, Commercial Banking, Negotiation
Education
The University of Western Ontario - Richard Ivey School of Business 1983 — 1985
MBA
Hobart and William Smith Colleges 1978 — 1982
BSc (High Honours), Psychology
The Bank of Nova Scotia November 2010 - Present
Scotia Capital 1998 - November 2010
The Bank of Nova Scotia 1995 - 1998
Montreal Trust (subsidiary of The Bank of Nova Scotia) 1993 - 1995
The Bank of Nova Scotia 1991 - 1993
First Quebec Corporation 1989 - 1991
The Bank of Nova Scotia 1985 - 1989
Skills
Real Estate, Loans, Mergers & Acquisitions, Portfolio Management, Finance, Commercial Real Estate, Real Estate Development, Risk Management, Banking, Residential Homes, Commercial Banking, Negotiation
Education
The University of Western Ontario - Richard Ivey School of Business 1983 — 1985
MBA
Hobart and William Smith Colleges 1978 — 1982
BSc (High Honours), Psychology
Conor Bill Conor Bill's Scotia Capital Experience June 1993 - January 1999
Job President & CEO at Artemis Investment Management
Industry Financial Services
Experience
Mt. Auburn Capital Corp. President & CEOArtemis Investment ManagementDecember 2010 - Present
Augen Capital Corp. 2010 - Present
BluMont Capital 2006 - 2008
Lawrence Asset Management Inc. 2001 - 2003
BayStreetDirect.com 2000 - 2002
Scotia Capital June 1993 - January 1999
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Investment Advisory, Investment Banking, Structuring, Mergers, IPO, Wealth, Wealth Management, Asset, Securities, Financial Advisory, Due Diligence, Corporate Finance, Portfolio Management, Bonds, Financial Markets, Financial Planning, Mutual Funds, Fixed Income, Financial Institutions, Structured Products, Investment Products, Business Strategy, Strategic Planning, Business Planning, Equity Research, Economics, Stocks, Private Equity, Venture Capital, Strategic Business, New Business Development, Investors, Capital, Equities, Funding, Diversification, Investment Strategies, Valuation, Capital Markets, Alternative Assets, Private Placements, Financial Modeling, Asset Allocation, Fund Of Funds, Private Wealth..., Managed Accounts
Education
Ivey Business School at Western University 1991 — 1993
MBA, Finance
Queen's University 1986 — 1989
B.A., Economics
Mt. Auburn Capital Corp. President & CEOArtemis Investment ManagementDecember 2010 - Present
Augen Capital Corp. 2010 - Present
BluMont Capital 2006 - 2008
Lawrence Asset Management Inc. 2001 - 2003
BayStreetDirect.com 2000 - 2002
Scotia Capital June 1993 - January 1999
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Investment Advisory, Investment Banking, Structuring, Mergers, IPO, Wealth, Wealth Management, Asset, Securities, Financial Advisory, Due Diligence, Corporate Finance, Portfolio Management, Bonds, Financial Markets, Financial Planning, Mutual Funds, Fixed Income, Financial Institutions, Structured Products, Investment Products, Business Strategy, Strategic Planning, Business Planning, Equity Research, Economics, Stocks, Private Equity, Venture Capital, Strategic Business, New Business Development, Investors, Capital, Equities, Funding, Diversification, Investment Strategies, Valuation, Capital Markets, Alternative Assets, Private Placements, Financial Modeling, Asset Allocation, Fund Of Funds, Private Wealth..., Managed Accounts
Education
Ivey Business School at Western University 1991 — 1993
MBA, Finance
Queen's University 1986 — 1989
B.A., Economics
Rajiv Kalkar Rajiv Kalkar's Scotia Capital Experience September 2007 - September 2008
Job Manager Account Management Systems at The Bank Of Nova Scotia
Industry Information Technology and Services
Experience
Bank Of Nova Scotia September 2008 - Present
Scotia Capital September 2007 - September 2008
E*Trade Canada June 2006 - September 2008
E*TRADE Financial June 2006 - September 2008
Pershing January 2000 - June 2006
Skills
Capital Markets, Java, Trading Systems, Electronic Trading, SDLC, Sybase, Fixed Income, Equities, Derivatives, Market Data, Business Analysis, Options, Trading, Unix, Investment Banking, Online Brokerage, Agile Methodologies, SOA, Databases, Software Project..., Requirements Gathering
Education
Monmouth University 1999 — 2000
Master of Science (M.S.)
Indian Institute of Foreign Trade 1983 — 1984
PGDIT
Walchand College Of Engg 1979 — 1983
Bachelor of Engineering (B.E.)
Bank Of Nova Scotia September 2008 - Present
Scotia Capital September 2007 - September 2008
E*Trade Canada June 2006 - September 2008
E*TRADE Financial June 2006 - September 2008
Pershing January 2000 - June 2006
Skills
Capital Markets, Java, Trading Systems, Electronic Trading, SDLC, Sybase, Fixed Income, Equities, Derivatives, Market Data, Business Analysis, Options, Trading, Unix, Investment Banking, Online Brokerage, Agile Methodologies, SOA, Databases, Software Project..., Requirements Gathering
Education
Monmouth University 1999 — 2000
Master of Science (M.S.)
Indian Institute of Foreign Trade 1983 — 1984
PGDIT
Walchand College Of Engg 1979 — 1983
Bachelor of Engineering (B.E.)
Seth Fonti Seth Fonti's Scotia Capital Experience May 2006 - August 2006
Job Financial Planning and Analysis at MUFG Americas
Industry Financial Services
Experience
MUFG Americas August 2012 - Present
Macquarie Capital August 2008 - May 2012
JP Morgan July 2007 - July 2008
Scotia Capital May 2006 - August 2006
AIG May 2004 - August 2005
AIG November 2002 - May 2004
AIG June 2001 - August 2001
Skills
Capital Markets, Fixed Income, Mergers, Capital Structure, Strategic Financial..., Financial Markets, Corporate Development, M&A execution, Cross-border M&A, Principal Investments, Capital Budgeting, Budget Process, CCAR, Regulatory Affairs, Strategy, Strategy Implementation, Finance, Strategic Finance
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Rollins College 1998 — 2002
BA, Communications
The Dwight Englewood School 1992 — 1998
MUFG Americas August 2012 - Present
Macquarie Capital August 2008 - May 2012
JP Morgan July 2007 - July 2008
Scotia Capital May 2006 - August 2006
AIG May 2004 - August 2005
AIG November 2002 - May 2004
AIG June 2001 - August 2001
Skills
Capital Markets, Fixed Income, Mergers, Capital Structure, Strategic Financial..., Financial Markets, Corporate Development, M&A execution, Cross-border M&A, Principal Investments, Capital Budgeting, Budget Process, CCAR, Regulatory Affairs, Strategy, Strategy Implementation, Finance, Strategic Finance
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Rollins College 1998 — 2002
BA, Communications
The Dwight Englewood School 1992 — 1998
Noelle Sargeant Noelle Sargeant's Scotia Capital Experience May 2005 - August 2006
Job Executive Vice President, Human Resources at International Financial Data Services
Industry Financial Services
Experience
International Financial Data Services December 2009 - Present
Russell Investments August 2006 - December 2009
Scotia Capital May 2005 - August 2006
OMERS 1990 - 2004
RBC Dominion Securities 1986 - 1989
Skills
Performance Management, Employee Relations, Leadership Development, Business Analysis, Personnel Management, Human Resources, Risk Management, Employment Law, Employee Engagement, Vendor Management, Policy, Talent Management, Change Management, Onboarding, Organizational..., Leadership, Succession Planning, Organizational Design, HRIS, Deferred Compensation, Talent Acquisition, Organizational..., HR Policies, Workforce Planning, Employee Benefits
Education
McGill University 1982 — 1986
Arts, Industrial Relations & Economics
International Financial Data Services December 2009 - Present
Russell Investments August 2006 - December 2009
Scotia Capital May 2005 - August 2006
OMERS 1990 - 2004
RBC Dominion Securities 1986 - 1989
Skills
Performance Management, Employee Relations, Leadership Development, Business Analysis, Personnel Management, Human Resources, Risk Management, Employment Law, Employee Engagement, Vendor Management, Policy, Talent Management, Change Management, Onboarding, Organizational..., Leadership, Succession Planning, Organizational Design, HRIS, Deferred Compensation, Talent Acquisition, Organizational..., HR Policies, Workforce Planning, Employee Benefits
Education
McGill University 1982 — 1986
Arts, Industrial Relations & Economics
Frances Ward's Scotia Capital Experience February 2009 - Present
Job Snr Mgr, Exch.Traded Derivs.
Industry Banking
Experience
Scotia Capital February 2009 - Present
Skills
Derivatives, Excel, Access, Fixed Income, Capital Markets, Investment Banking, Market Risk, Trading Systems, Equity Derivatives, Equities, Risk Management, Credit Risk, Banking, Valuation, Project Finance, Financial Modeling
Education
Liverpool John Moores University 1987 — 1990
BA(Hons) Accounting & Finance, Accounting, Economics, Business Management
Scotia Capital February 2009 - Present
Skills
Derivatives, Excel, Access, Fixed Income, Capital Markets, Investment Banking, Market Risk, Trading Systems, Equity Derivatives, Equities, Risk Management, Credit Risk, Banking, Valuation, Project Finance, Financial Modeling
Education
Liverpool John Moores University 1987 — 1990
BA(Hons) Accounting & Finance, Accounting, Economics, Business Management
Bhavin Shah, PMP Bhavin Shah, PMP's Scotia Capital Experience March 2011 - April 2012
Job QA Lead at Scotia
Industry Information Technology and Services
Experience
Scotia August 2013 - Present
CIBC May 2012 - July 2013
Scotia Capital March 2011 - April 2012
Bank of America Merrill Lynch March 2010 - March 2011
CUMIS INSURANCCE September 2009 - January 2010
CIBC July 2008 - August 2009
TD Securities September 2007 - June 2008
CIBC November 2003 - August 2007
Siemens Business Services June 2003 - November 2003
Nortel Networks August 2000 - May 2003
Skills
QA Automation, ETL Testing and..., Cross-functional Team..., Change Management, Data Warehousing, Quality Assurance, ETL, SDLC, Agile Methodologies, Automation, Database Design, Databases, Oracle, Business Requirements, PMP, PL/SQL, Requirements Analysis, Requirements Gathering, SQL, Test Cases, Test Management, Test Planning, User Acceptance Testing, Testing
Education
IGNOU 1998 — 2000
Masters in Computer Application, Computers
Scotia August 2013 - Present
CIBC May 2012 - July 2013
Scotia Capital March 2011 - April 2012
Bank of America Merrill Lynch March 2010 - March 2011
CUMIS INSURANCCE September 2009 - January 2010
CIBC July 2008 - August 2009
TD Securities September 2007 - June 2008
CIBC November 2003 - August 2007
Siemens Business Services June 2003 - November 2003
Nortel Networks August 2000 - May 2003
Skills
QA Automation, ETL Testing and..., Cross-functional Team..., Change Management, Data Warehousing, Quality Assurance, ETL, SDLC, Agile Methodologies, Automation, Database Design, Databases, Oracle, Business Requirements, PMP, PL/SQL, Requirements Analysis, Requirements Gathering, SQL, Test Cases, Test Management, Test Planning, User Acceptance Testing, Testing
Education
IGNOU 1998 — 2000
Masters in Computer Application, Computers
David Hogarth David Hogarth's Scotia Capital Experience May 2011 - August 2011
Job Investment Banking Associate at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets December 2014 - Present
Deloitte October 2012 - November 2014
Scotia Capital May 2011 - August 2011
Kraft Foods August 2009 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Microsoft Excel, Strategy, Financial Reporting, M&A experience, Business Strategy, Investments, Investment Banking, Economics, Finance
Education
McGill University 2010 — 2012
MBA, Finance
National University of Singapore 2012 — 2012
MBA
McMaster University 2004 — 2008
BCOM, Finance, Economics
CIBC World Markets December 2014 - Present
Deloitte October 2012 - November 2014
Scotia Capital May 2011 - August 2011
Kraft Foods August 2009 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Microsoft Excel, Strategy, Financial Reporting, M&A experience, Business Strategy, Investments, Investment Banking, Economics, Finance
Education
McGill University 2010 — 2012
MBA, Finance
National University of Singapore 2012 — 2012
MBA
McMaster University 2004 — 2008
BCOM, Finance, Economics
Catrina Padmore Catrina Padmore's Scotia Capital Experience July 1997 - April 2001
Job Graphic Designer at MORE design by catrina
Industry Design
Experience
MORE design by catrina January 2013 - Present
George Brown College January 2012 - July 2012
George Brown College September 2008 - June 2009
Scotia Capital July 1997 - April 2001
Skills
Visual Communication, Organizing, Research, Computer Graphics, Illustration, Visual Presentations, Production Management, Business Communications, Financial Accounting, Computer Literate, Record Keeping, Auditing, Writing Skills, Podcasting, Video, Adobe Creative Suite, Adobe Photoshop, Flash, Wiki and Blog Writing, Advertising Design, Graphic Design, InDesign, Illustrator, Dreamweaver, Posters, Vector Illustration, Logo Design, Digital Illustration, Brochures, Corporate Identity, Branding & Identity, Photoshop
Education
George Brown College 2004 — 2012
Graphic Design
Queen's University 1985 — 1989
Commerce
MORE design by catrina January 2013 - Present
George Brown College January 2012 - July 2012
George Brown College September 2008 - June 2009
Scotia Capital July 1997 - April 2001
Skills
Visual Communication, Organizing, Research, Computer Graphics, Illustration, Visual Presentations, Production Management, Business Communications, Financial Accounting, Computer Literate, Record Keeping, Auditing, Writing Skills, Podcasting, Video, Adobe Creative Suite, Adobe Photoshop, Flash, Wiki and Blog Writing, Advertising Design, Graphic Design, InDesign, Illustrator, Dreamweaver, Posters, Vector Illustration, Logo Design, Digital Illustration, Brochures, Corporate Identity, Branding & Identity, Photoshop
Education
George Brown College 2004 — 2012
Graphic Design
Queen's University 1985 — 1989
Commerce
Kavitha Ranganathan Kavitha Ranganathan's Scotia Capital Experience April 2011 - Present
Job Contractor at Scotia Capital
Industry Financial Services
Experience
Scotia Capital April 2011 - Present
Citigroup July 2007 - March 2011
Education
Jawaharlal Nehru Technological University
B.Tech, Computer Science
The University of Texas at Dallas
MS, Computer Science
Scotia Capital April 2011 - Present
Citigroup July 2007 - March 2011
Education
Jawaharlal Nehru Technological University
B.Tech, Computer Science
The University of Texas at Dallas
MS, Computer Science
Claude Verma CPA,CA,CFA Claude Verma CPA,CA,CFA's Scotia Capital Experience February 2000 - October 2000
Job Operational Risk Advisory | Wealth Management | RBC
Industry Financial Services
Experience
RBC July 2014 - Present
CV Consulting 2011 - July 2014
USCI February 2004 - June 2010
RBC Global Asset Management November 2000 - January 2004
Scotia Capital February 2000 - October 2000
RBC December 1998 - January 2000
Investment Dealers Assocation June 1997 - December 1998
Price Waterhouse January 1995 - June 1997
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Risk Management, Management, Finance, Financial Services, Forecasting, Business Planning, Strategic Planning, Leadership, Investments, Change Management, Internal Audit, Team Building, Mergers, Enterprise Risk..., Performance Management, Securities, Competitive Analysis, Project Planning, Wealth Management
Education
McGill University 1986 — 1992
BSc (Agricultural Economics) 1990 ; Graduate Diploma in Public Accounting (1992)
RBC July 2014 - Present
CV Consulting 2011 - July 2014
USCI February 2004 - June 2010
RBC Global Asset Management November 2000 - January 2004
Scotia Capital February 2000 - October 2000
RBC December 1998 - January 2000
Investment Dealers Assocation June 1997 - December 1998
Price Waterhouse January 1995 - June 1997
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Risk Management, Management, Finance, Financial Services, Forecasting, Business Planning, Strategic Planning, Leadership, Investments, Change Management, Internal Audit, Team Building, Mergers, Enterprise Risk..., Performance Management, Securities, Competitive Analysis, Project Planning, Wealth Management
Education
McGill University 1986 — 1992
BSc (Agricultural Economics) 1990 ; Graduate Diploma in Public Accounting (1992)
Diane Caltana Diane Caltana's Scotia Capital Experience December 1997 - May 2001
Job Events Consultant at CIBC
Industry Events Services
Experience
CIBC July 2012 - Present
Downtown Yonge Business Improvement Area May 2011 - July 2012
Sonar Group May 2001 - July 2008
Scotia Capital December 1997 - May 2001
Reward Worldwide July 1995 - December 1997
Skills
Sponsorship, Trade Shows, Marketing Communications, Fundraising, Event Planning, Event Management, Marketing, Strategic Partnerships, Social Media Marketing, Integrated Marketing, Strategic Communications, Management, Marketing Strategy, Social Media, Corporate Events, Tourism, Strategy
Education
Humber College 2009 — 2010
Graduate Program, Fundraising and Volunteer Management
York University 1985 — 1987
Sociology
CIBC July 2012 - Present
Downtown Yonge Business Improvement Area May 2011 - July 2012
Sonar Group May 2001 - July 2008
Scotia Capital December 1997 - May 2001
Reward Worldwide July 1995 - December 1997
Skills
Sponsorship, Trade Shows, Marketing Communications, Fundraising, Event Planning, Event Management, Marketing, Strategic Partnerships, Social Media Marketing, Integrated Marketing, Strategic Communications, Management, Marketing Strategy, Social Media, Corporate Events, Tourism, Strategy
Education
Humber College 2009 — 2010
Graduate Program, Fundraising and Volunteer Management
York University 1985 — 1987
Sociology
Isabelle Côté Isabelle Côté's Scotia Capital Experience November 2000 - June 2002
Job Managing Director, Corporate Banking at Citi
Industry Financial Services
Experience
Citi August 2009 - Present
Association of Quebec Women in Finance 2002 - 2012
BMO Harris Private Banking December 2008 - August 2009
Citi June 2002 - August 2008
Scotia Capital November 2000 - June 2002
Scotiabank January 1997 - November 2000
Skills
Banking, Corporate Finance, Capital Markets, Debt, Fixed Income, Credit, Treasury Management, Loans, Derivatives, FX Hedging, Equities, Finance, Financial Analysis, Risk Management, Financial Modeling, Investment Banking, Portfolio Management, Relationship Management, Investments, Commercial Banking, Valuation
Education
Canadian Securities Institute 2014 — 2014
Partners, Directors and Senior Officers Examination, Corporate Governance
CFA Institute
CFA Charterholder
HEC Montréal 1993 — 1997
Master, Management
HEC Montréal 1990 — 1993
B.B.A., Finance
Citi August 2009 - Present
Association of Quebec Women in Finance 2002 - 2012
BMO Harris Private Banking December 2008 - August 2009
Citi June 2002 - August 2008
Scotia Capital November 2000 - June 2002
Scotiabank January 1997 - November 2000
Skills
Banking, Corporate Finance, Capital Markets, Debt, Fixed Income, Credit, Treasury Management, Loans, Derivatives, FX Hedging, Equities, Finance, Financial Analysis, Risk Management, Financial Modeling, Investment Banking, Portfolio Management, Relationship Management, Investments, Commercial Banking, Valuation
Education
Canadian Securities Institute 2014 — 2014
Partners, Directors and Senior Officers Examination, Corporate Governance
CFA Institute
CFA Charterholder
HEC Montréal 1993 — 1997
Master, Management
HEC Montréal 1990 — 1993
B.B.A., Finance
Kristina McCahon Kristina McCahon's Scotia Capital Experience September 2011 - June 2012
Job Canadian Corporate Access at RBC Capital Markets
Industry Marketing and Advertising
Experience
RBC Capital Markets June 2014 - Present
Humber College June 2010 - May 2015
RBC Capital Markets January 2014 - May 2014
CIBC Wood Gundy June 2012 - December 2013
Scotia Capital September 2011 - June 2012
Corus Entertainment May 2011 - August 2011
Humber College September 2010 - May 2011
CIBC May 2010 - August 2010
Martingrove Collegiate Institute February 2007 - May 2010
CIBC May 2009 - August 2009
Skills
Leadership, Marketing, Team Building, Marketing Communications, Team Leadership, Coaching, Event Planning, Public Relations, Advertising, Time Management, Market Research, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Editing, Management
Education
Humber College 2010 — 2011
Post Graduate Certificate, Marketing Management
Wilfrid Laurier University 2005 — 2010
Honors Bachelor of Arts, Communications
Canadian Securities Institute
Canadian Securities Course
RBC Capital Markets June 2014 - Present
Humber College June 2010 - May 2015
RBC Capital Markets January 2014 - May 2014
CIBC Wood Gundy June 2012 - December 2013
Scotia Capital September 2011 - June 2012
Corus Entertainment May 2011 - August 2011
Humber College September 2010 - May 2011
CIBC May 2010 - August 2010
Martingrove Collegiate Institute February 2007 - May 2010
CIBC May 2009 - August 2009
Skills
Leadership, Marketing, Team Building, Marketing Communications, Team Leadership, Coaching, Event Planning, Public Relations, Advertising, Time Management, Market Research, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Editing, Management
Education
Humber College 2010 — 2011
Post Graduate Certificate, Marketing Management
Wilfrid Laurier University 2005 — 2010
Honors Bachelor of Arts, Communications
Canadian Securities Institute
Canadian Securities Course
Nathan Joshua, CFA Nathan Joshua, CFA's Scotia Capital Experience March 2010 - May 2012
Job Fixed Income Trading at CMHC
Industry Investment Management
Experience
Canada Mortgage and Housing Corporation CMHC / Société canadienne d'hypothèques et de logement SCHL June 2012 - Present
Scotia Capital March 2010 - May 2012
Scotia Capital May 2007 - March 2010
Skills
Financial Reporting, Fixed Income, Bloomberg, Credit Analysis, Equity Valuation, Capital Markets, Trading, Quantitative Analytics, Investment Banking, Research, Banking, Swaps, Bloomberg Terminal, Market Risk, Economics, Financial Modeling, Equities, Equity Derivatives, Financial Markets, Trading Systems, Bonds, Securities, Loans, Business Analysis, Forecasting, Microsoft Excel, Investments, Credit Derivatives, Risk Management, Financial Analysis, Data Analysis, Derivatives, Strategic Planning, Valuation, Structured Products, Portfolio Management, Statistics, Equity Research, Credit, Interest Rate..., Analysis, Money Market, Emerging Markets, Options, SQL, Financial Services, Project Management, Quantitative Finance, Corporate Finance, Credit Risk
Education
CFA Institute
CFA
GARP
FRM
Georgetown Prep
Georgetown Prep
McGill University
Bachelor of Arts, 2004; Economics
Canada Mortgage and Housing Corporation CMHC / Société canadienne d'hypothèques et de logement SCHL June 2012 - Present
Scotia Capital March 2010 - May 2012
Scotia Capital May 2007 - March 2010
Skills
Financial Reporting, Fixed Income, Bloomberg, Credit Analysis, Equity Valuation, Capital Markets, Trading, Quantitative Analytics, Investment Banking, Research, Banking, Swaps, Bloomberg Terminal, Market Risk, Economics, Financial Modeling, Equities, Equity Derivatives, Financial Markets, Trading Systems, Bonds, Securities, Loans, Business Analysis, Forecasting, Microsoft Excel, Investments, Credit Derivatives, Risk Management, Financial Analysis, Data Analysis, Derivatives, Strategic Planning, Valuation, Structured Products, Portfolio Management, Statistics, Equity Research, Credit, Interest Rate..., Analysis, Money Market, Emerging Markets, Options, SQL, Financial Services, Project Management, Quantitative Finance, Corporate Finance, Credit Risk
Education
CFA Institute
CFA
GARP
FRM
Georgetown Prep
Georgetown Prep
McGill University
Bachelor of Arts, 2004; Economics
Anupam Satyasheel's Scotia Capital Experience July 2006 - October 2009
Job Entrepreneur with expertise in Advisory, Capital Raising, M&A, Strategy and Operational Efficiency
Industry Financial Services
Experience
Occam's Paradigm Inc. October 2011 - Present
Child Literacy September 2005 - Present
Barclays Capital June 2010 - October 2011
Vitruvia & Company November 2009 - June 2010
Scotia Capital July 2006 - October 2009
Iris Software Inc. May 2000 - August 2004
NetAcross Limited March 1998 - April 2000
Siemens Telecommunications July 1995 - February 1998
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Management, Credit Risk, Investment Banking, Strategy, Finance, Financial Analysis, Financial Risk, Start-ups, Business Development, Leadership, Mergers & Acquisitions, Capital Markets, Due Diligence, Valuation, Risk Management
Education
London Business School 2006 — 2006
MBA, Pricing, Leadership, Strategy, Emerging Markets
Leonard N. Stern School of Business 2004 — 2006
MBA, Finance, Economics, Valuation
Bard College 2002 — 2003
Bachelor of Arts (B.A.) (Credit Classes), Philosophy, History of African Americans, Modern Art History, English Literature
Shri Ram College of Commerce 1992 — 1995
B Com (H), Economics, Accounting, Mathematics, Management
Loyola School 1990 — 1992
Indian School Certificate, Accounting, Economics, English, Commerce, Mathematics
Kerela Samajam Model School 1987 — 1990
Indian Certificate for Secondary Education, English Language and Literature, History, Geography, Science, Mathematics
Occam's Paradigm Inc. October 2011 - Present
Child Literacy September 2005 - Present
Barclays Capital June 2010 - October 2011
Vitruvia & Company November 2009 - June 2010
Scotia Capital July 2006 - October 2009
Iris Software Inc. May 2000 - August 2004
NetAcross Limited March 1998 - April 2000
Siemens Telecommunications July 1995 - February 1998
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Management, Credit Risk, Investment Banking, Strategy, Finance, Financial Analysis, Financial Risk, Start-ups, Business Development, Leadership, Mergers & Acquisitions, Capital Markets, Due Diligence, Valuation, Risk Management
Education
London Business School 2006 — 2006
MBA, Pricing, Leadership, Strategy, Emerging Markets
Leonard N. Stern School of Business 2004 — 2006
MBA, Finance, Economics, Valuation
Bard College 2002 — 2003
Bachelor of Arts (B.A.) (Credit Classes), Philosophy, History of African Americans, Modern Art History, English Literature
Shri Ram College of Commerce 1992 — 1995
B Com (H), Economics, Accounting, Mathematics, Management
Loyola School 1990 — 1992
Indian School Certificate, Accounting, Economics, English, Commerce, Mathematics
Kerela Samajam Model School 1987 — 1990
Indian Certificate for Secondary Education, English Language and Literature, History, Geography, Science, Mathematics
Tom Feluch Tom Feluch's Scotia Capital Experience January 2011 - Present
Job Sr. System Support Backup Infrastructure at Scotiabank
Industry Information Technology and Services
Experience
Scotia Capital January 2011 - Present
Savvis(Fusepoint) Managed Services August 2008 - December 2010
Kanatek Technologies March 2006 - February 2008
CSC November 2000 - February 2006
Nortel January 1999 - October 2000
Dayco FT May 1997 - December 1998
Education
Humber College 1994 — 1997
Computer Information Systems
Scotia Capital January 2011 - Present
Savvis(Fusepoint) Managed Services August 2008 - December 2010
Kanatek Technologies March 2006 - February 2008
CSC November 2000 - February 2006
Nortel January 1999 - October 2000
Dayco FT May 1997 - December 1998
Education
Humber College 1994 — 1997
Computer Information Systems
Tae Kohara's Scotia Capital Experience October 2008 - January 2010
Job Director of Sales and Special Projects at Andrew Richard Designs
Industry Furniture
Experience
Andrew Richard Designs May 2013 - Present
Self-Employed November 2012 - Present
TAXI 2 January 2011 - July 2012
Dundee Securities February 2010 - December 2010
Scotia Capital October 2008 - January 2010
GMP Securities October 2005 - October 2008
Skills
Marketing Communications, Capital Markets, Equity Capital Markets, Investments, Wealth Management, Account Management, Advertising, Equities, Social Media
Education
McGill University 2001 — 2005
BA, Art History, Humanistic Studies
Branksome Hall
Andrew Richard Designs May 2013 - Present
Self-Employed November 2012 - Present
TAXI 2 January 2011 - July 2012
Dundee Securities February 2010 - December 2010
Scotia Capital October 2008 - January 2010
GMP Securities October 2005 - October 2008
Skills
Marketing Communications, Capital Markets, Equity Capital Markets, Investments, Wealth Management, Account Management, Advertising, Equities, Social Media
Education
McGill University 2001 — 2005
BA, Art History, Humanistic Studies
Branksome Hall
Sarah Baldwin Kavanagh ICD.D Sarah Baldwin Kavanagh ICD.D's Scotia Capital Experience 2008 - 2010
Job Corporate Director, OSC Commissioner
Industry Investment Banking
Experience
Canadian Tire Financial Services May 2015 - Present
Hudbay Minerals August 2013 - Present
WPT Industrial REIT March 2013 - Present
American Stock Transfer, Canadian StockTransfer November 2011 - Present
Ontario Securities Commission June 2011 - Present
Sustainable Development Technology Canada March 2013 - Present
The Bishop Strachan School 2009 - September 2014
Scotia Capital 2008 - 2010
Scotia Capital 2004 - 2008
Scotia Capital 1999 - 2004
Skills
Corporate Director, Capital Markets, CFO, IPO, Mergers, Risk Management, Investment Banking, Non-profits, Strategic Planning, Corporate Finance, Debt, Equities, Restructuring, Financial Reporting, Human Resources, Corporate Development, Private Equity, Due Diligence, Executive Management, Investments, Leadership, Management Consulting, Mergers & Acquisitions, Nonprofits, Finance, Strategy, Venture Capital, Fixed Income, Strategic Financial..., Securities, Portfolio Management, Financial Services, Governance, Business Strategy
Education
University of Toronto - Rotman School of Management 2010 — 2010
Institute of Corporate Directors, Director's Education Program
Harvard Business School 1981 — 1983
MBA
Williams College 1974 — 1978
BA, cum laude, Economics
Canadian Tire Financial Services May 2015 - Present
Hudbay Minerals August 2013 - Present
WPT Industrial REIT March 2013 - Present
American Stock Transfer, Canadian StockTransfer November 2011 - Present
Ontario Securities Commission June 2011 - Present
Sustainable Development Technology Canada March 2013 - Present
The Bishop Strachan School 2009 - September 2014
Scotia Capital 2008 - 2010
Scotia Capital 2004 - 2008
Scotia Capital 1999 - 2004
Skills
Corporate Director, Capital Markets, CFO, IPO, Mergers, Risk Management, Investment Banking, Non-profits, Strategic Planning, Corporate Finance, Debt, Equities, Restructuring, Financial Reporting, Human Resources, Corporate Development, Private Equity, Due Diligence, Executive Management, Investments, Leadership, Management Consulting, Mergers & Acquisitions, Nonprofits, Finance, Strategy, Venture Capital, Fixed Income, Strategic Financial..., Securities, Portfolio Management, Financial Services, Governance, Business Strategy
Education
University of Toronto - Rotman School of Management 2010 — 2010
Institute of Corporate Directors, Director's Education Program
Harvard Business School 1981 — 1983
MBA
Williams College 1974 — 1978
BA, cum laude, Economics
Adel Murhib, PMP Adel Murhib, PMP's Scotia Capital Experience May 2009 - October 2009
Job Senior Manager Deployment & Performance Testing at CIBC
Industry Information Technology and Services
Experience
CIBC July 2015 - Present
CIBC January 2014 - July 2015
General Motors of Canada Limited April 2013 - January 2014
Hewlett-Packard November 2011 - April 2013
Hewlett-Packard October 2009 - November 2011
Scotia Capital May 2009 - October 2009
Sun Microsystems December 2006 - April 2009
Airwide Solutions May 2006 - December 2006
Sun Microsystems December 2000 - June 2005
IBM June 1999 - December 2000
Skills
ITIL, PMP, Change Management, Release Management, Service Delivery, Process Improvement, Conflict Resolution, Project Management, Disaster Recovery, Solaris, IT Service Management, Storage, Project Delivery, Servers, SDLC, Incident Management, Business Continuity, Testing, HP, Project Planning, Software Documentation, Information Technology
Education
McGill University 2006 — 2006
Comprehensive Project Management
Universidad Metropolitana (VE) 1993 — 2000
BS Systems Engineering, Computer
CIBC July 2015 - Present
CIBC January 2014 - July 2015
General Motors of Canada Limited April 2013 - January 2014
Hewlett-Packard November 2011 - April 2013
Hewlett-Packard October 2009 - November 2011
Scotia Capital May 2009 - October 2009
Sun Microsystems December 2006 - April 2009
Airwide Solutions May 2006 - December 2006
Sun Microsystems December 2000 - June 2005
IBM June 1999 - December 2000
Skills
ITIL, PMP, Change Management, Release Management, Service Delivery, Process Improvement, Conflict Resolution, Project Management, Disaster Recovery, Solaris, IT Service Management, Storage, Project Delivery, Servers, SDLC, Incident Management, Business Continuity, Testing, HP, Project Planning, Software Documentation, Information Technology
Education
McGill University 2006 — 2006
Comprehensive Project Management
Universidad Metropolitana (VE) 1993 — 2000
BS Systems Engineering, Computer
Rish Handa Rish Handa's Scotia Capital Experience May 2002 - July 2002
Job Associate at GWBR LLP
Industry Law Practice
Experience
GWBR LLP September 2015 - Present
Business and Technology Law September 2013 - September 2015
McCarthy Tetrault 2011 - 2013
Gowling Lafleur Henderson LLP May 2004 - September 2006
Scotia Capital May 2002 - July 2002
ZooNet Internet Services June 1995 - August 2001
Skills
Intellectual Property, Licensing, Privacy Law, IT law, Patents, Copyright Law, Mergers, Corporate Law, Mergers & Acquisitions, Private Equity, Legal Advice, Corporate Governance, Cyberlaw, Patent Litigation, Software Licensing, E-commerce, Administrative Law, International Law, Trade Secrets, Business Law, Public Companies, Trademarks, Technology Law, Software Protection
Education
Queen Mary, U. of London 2007 — 2011
Ph.D., Intellectual Property
McGill University 2006 — 2007
LL.M., Intellectual Property
University of Sydney 2005 — 2005
LL.B. (Exchange), Law
The University of British Columbia 2002 — 2005
LL.B., Law
McGill University 1999 — 2002
B.Sc., Computer Science
Marianopolis College 1997 — 1999
D.E.C. (College Diploma), Pure & Applied Sciences
Selwyn House School 1995 — 1997
High school diploma
William Ellis School 1994 — 1995
G.C.S.E.
Roslyn School
GWBR LLP September 2015 - Present
Business and Technology Law September 2013 - September 2015
McCarthy Tetrault 2011 - 2013
Gowling Lafleur Henderson LLP May 2004 - September 2006
Scotia Capital May 2002 - July 2002
ZooNet Internet Services June 1995 - August 2001
Skills
Intellectual Property, Licensing, Privacy Law, IT law, Patents, Copyright Law, Mergers, Corporate Law, Mergers & Acquisitions, Private Equity, Legal Advice, Corporate Governance, Cyberlaw, Patent Litigation, Software Licensing, E-commerce, Administrative Law, International Law, Trade Secrets, Business Law, Public Companies, Trademarks, Technology Law, Software Protection
Education
Queen Mary, U. of London 2007 — 2011
Ph.D., Intellectual Property
McGill University 2006 — 2007
LL.M., Intellectual Property
University of Sydney 2005 — 2005
LL.B. (Exchange), Law
The University of British Columbia 2002 — 2005
LL.B., Law
McGill University 1999 — 2002
B.Sc., Computer Science
Marianopolis College 1997 — 1999
D.E.C. (College Diploma), Pure & Applied Sciences
Selwyn House School 1995 — 1997
High school diploma
William Ellis School 1994 — 1995
G.C.S.E.
Roslyn School
Pierre Luc Brodeur's Scotia Capital Experience May 1997 - November 2002
Job Président & CoFounder, RM Logistique
Industry Logistics and Supply Chain
Experience
RM Logistique August 2004 - Present
Scotia Capital May 1997 - November 2002
Société Générale du Canada October 1995 - May 1997
Education
HEC Montréal
Université de Sherbrooke
Programme M.Sc Finance
RM Logistique August 2004 - Present
Scotia Capital May 1997 - November 2002
Société Générale du Canada October 1995 - May 1997
Education
HEC Montréal
Université de Sherbrooke
Programme M.Sc Finance
Betsy Colucci's Scotia Capital Experience April 2002 - July 2003
Job Director, Risk & Quantitative Analysis, BlackRock
Industry Capital Markets
Experience
BlackRock September 2015 - Present
Rabobank February 2011 - August 2015
Rabobank February 2011 - May 2011
RESTORE Clothing November 2010 - February 2011
Bank of America April 2009 - February 2010
Bank of America August 2006 - April 2009
Societe Generale October 2005 - August 2006
Fitch Ratings July 2003 - October 2005
Scotia Capital April 2002 - July 2003
Morgan Stanley September 2000 - April 2002
Skills
Credit Analysis, Credit Risk, Capital Markets, Fixed Income, Credit, Derivatives, Structured Finance, Enterprise Risk..., Banking, Finance, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Financial Modeling
Education
Isenberg School of Management, UMass Amherst 1995 — 2000
2 BS, Managerial Resource Econ and Sport Management
Townsend Harris High School
University of Massachusetts at Amherst
BlackRock September 2015 - Present
Rabobank February 2011 - August 2015
Rabobank February 2011 - May 2011
RESTORE Clothing November 2010 - February 2011
Bank of America April 2009 - February 2010
Bank of America August 2006 - April 2009
Societe Generale October 2005 - August 2006
Fitch Ratings July 2003 - October 2005
Scotia Capital April 2002 - July 2003
Morgan Stanley September 2000 - April 2002
Skills
Credit Analysis, Credit Risk, Capital Markets, Fixed Income, Credit, Derivatives, Structured Finance, Enterprise Risk..., Banking, Finance, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Financial Modeling
Education
Isenberg School of Management, UMass Amherst 1995 — 2000
2 BS, Managerial Resource Econ and Sport Management
Townsend Harris High School
University of Massachusetts at Amherst
Brett New Brett New's Scotia Capital Experience June 2005 - August 2006
Job Managing Director, Debt Advisory at PricewaterhouseCoopers Corporate Finance Inc.
Industry Investment Management
Experience
PricewaterhouseCoopers Corporate Finance Inc. August 2015 - Present
QMX Gold Corp. August 2013 - July 2015
Forbes & Manhattan Group June 2011 - July 2015
Diversified Global Asset Management November 2006 - June 2011
Scotia Capital June 2005 - August 2006
UBS Investment Bank June 2004 - March 2005
Scotia Capital November 2002 - May 2004
Bank of Montreal June 1999 - August 2001
Credit Lyonnais October 1997 - June 1999
Skills
Deal Structuring, Oil, Mergers, Portfolio Management, Negotiation, Debt Structuring, Equities, Commodities, Hedge Funds, Alternative Investments, Fund Of Funds, Investment Banking, Corporate Finance, Due Diligence, Upstream, Mining, Commodity, Structured Finance, Petroleum, Emerging Markets, Financial Structuring, Financial Modeling, Capital Markets, Asset Management, Project Finance, Corporate Development, Restructuring, Funding, Mergers & Acquisitions
Education
London Business School 2001 — 2002
Masters, Finance
University of Saskatchewan 1993 — 1997
B. Comm, Finance
PricewaterhouseCoopers Corporate Finance Inc. August 2015 - Present
QMX Gold Corp. August 2013 - July 2015
Forbes & Manhattan Group June 2011 - July 2015
Diversified Global Asset Management November 2006 - June 2011
Scotia Capital June 2005 - August 2006
UBS Investment Bank June 2004 - March 2005
Scotia Capital November 2002 - May 2004
Bank of Montreal June 1999 - August 2001
Credit Lyonnais October 1997 - June 1999
Skills
Deal Structuring, Oil, Mergers, Portfolio Management, Negotiation, Debt Structuring, Equities, Commodities, Hedge Funds, Alternative Investments, Fund Of Funds, Investment Banking, Corporate Finance, Due Diligence, Upstream, Mining, Commodity, Structured Finance, Petroleum, Emerging Markets, Financial Structuring, Financial Modeling, Capital Markets, Asset Management, Project Finance, Corporate Development, Restructuring, Funding, Mergers & Acquisitions
Education
London Business School 2001 — 2002
Masters, Finance
University of Saskatchewan 1993 — 1997
B. Comm, Finance
Sandra Meinig Sandra Meinig's Scotia Capital Experience July 2000 - October 2002
Job Vice President, Corporate Credit, Global Risk Management at Scotiabank
Industry Banking
Experience
Scotiabank March 2015 - Present
Scotiabank March 2011 - Present
Scotiabank July 2006 - March 2011
Self Employed Risk Management Consultant October 2002 - June 2006
Scotia Capital July 2000 - October 2002
Scotiabank January 1997 - July 2000
Scotiabank January 1995 - January 1997
Dresdner Bank Canada July 1993 - January 1995
Scotiabank January 1990 - July 1993
Thorne Ernst & Whinney September 1988 - December 1990
Skills
Credit Risk, Basel II, Credit, Financial Risk, Risk Management, Restructuring, Commercial Banking, Credit Analysis, Commercial Lending
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1992
MBA, Finance
The University of Western Ontario - Richard Ivey School of Business 1984 — 1988
HBA, Finance
Scotiabank March 2015 - Present
Scotiabank March 2011 - Present
Scotiabank July 2006 - March 2011
Self Employed Risk Management Consultant October 2002 - June 2006
Scotia Capital July 2000 - October 2002
Scotiabank January 1997 - July 2000
Scotiabank January 1995 - January 1997
Dresdner Bank Canada July 1993 - January 1995
Scotiabank January 1990 - July 1993
Thorne Ernst & Whinney September 1988 - December 1990
Skills
Credit Risk, Basel II, Credit, Financial Risk, Risk Management, Restructuring, Commercial Banking, Credit Analysis, Commercial Lending
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1992
MBA, Finance
The University of Western Ontario - Richard Ivey School of Business 1984 — 1988
HBA, Finance
Rahul Arora, CFA Rahul Arora, CFA's Scotia Capital Experience May 2006 - August 2006
Job
Industry Capital Markets
Experience
Jarislowsky, Fraser Limited July 2014 - Present
Standard & Poor's January 2008 - July 2014
Scotia Capital May 2006 - August 2006
Education
University of Waterloo 2002 — 2007
Honors BMath, Statistics
Wilfrid Laurier University 2002 — 2007
Honors BBA, Finance
KEDGE Business School
Jarislowsky, Fraser Limited July 2014 - Present
Standard & Poor's January 2008 - July 2014
Scotia Capital May 2006 - August 2006
Education
University of Waterloo 2002 — 2007
Honors BMath, Statistics
Wilfrid Laurier University 2002 — 2007
Honors BBA, Finance
KEDGE Business School
Eapen John Eapen John's Scotia Capital Experience July 2001 - February 2003
Job Director at Citigroup
Industry Banking
Experience
Citigroup June 2015 - Present
UBS September 2011 - Present
Barclays Capital September 2010 - September 2011
SunTrust Bank February 2006 - August 2010
Scotiabank February 2003 - February 2006
Scotia Capital July 2001 - February 2003
Algorithmics November 2000 - February 2001
Nexgenix, Inc. July 1998 - August 2000
Reuters Analytics April 1996 - July 1998
Skills
Credit Risk, Risk Management, Portfolio Management, Fixed Income, Market Risk, Analytics, Banking, Economic Capital, Financial Risk
Education
Iowa State University 1993 — 1995
MBA, Finance
University of Arizona 1989 — 1993
MA, Political Science
Madras Christian College 1984 — 1989
BA, Economics
Madras Christian College 1984 — 1989
MA, Economics
Citigroup June 2015 - Present
UBS September 2011 - Present
Barclays Capital September 2010 - September 2011
SunTrust Bank February 2006 - August 2010
Scotiabank February 2003 - February 2006
Scotia Capital July 2001 - February 2003
Algorithmics November 2000 - February 2001
Nexgenix, Inc. July 1998 - August 2000
Reuters Analytics April 1996 - July 1998
Skills
Credit Risk, Risk Management, Portfolio Management, Fixed Income, Market Risk, Analytics, Banking, Economic Capital, Financial Risk
Education
Iowa State University 1993 — 1995
MBA, Finance
University of Arizona 1989 — 1993
MA, Political Science
Madras Christian College 1984 — 1989
BA, Economics
Madras Christian College 1984 — 1989
MA, Economics
Mathieu A. St.Jean Mathieu A. St.Jean's Scotia Capital Experience October 2000 - February 2001
Job Manager Absolute Return at CN Investment Division
Industry Investment Management
Experience
CN Investment Division March 2001 - Present
Scotia Capital October 2000 - February 2001
J.P. Morgan Securities December 1998 - May 2000
JP Morgan August 1997 - December 1998
TD Bank April 1996 - August 1997
Skills
Wealth Management, Hedge Funds, Risk Management, Entrepreneurship, ALM, Team Leadership, Portfolio Management, Asset Management, Investment Management, Bloomberg, Alternative Investments, Process Improvement, Asset Allocation, Behavioral Finance, Bonds, Fixed Income, Investments, Fund Of Funds, Equities, Investment Banking, Equity Research, Valuation, Strategy, Mutual Funds, Structured Products, Asset Managment, Capital Markets, Derivatives, Financial Analysis, Trading, Investment Strategies, Commodity, Pensions, Private Equity, Emerging Markets, Finance, FX Options, Institutional..., Strategic Thinking, Buzz Marketing, Creative Writing, Innovation Development, Financial Modeling, Management, Financial Markets, Options, Due Diligence
Education
HEC Montréal 1994 — 1996
M.Sc.
Université du Québec à Montréal 1991 — 1994
Bachelor
College de Maisonneuve 1989 — 1991
D.E.C.
College Jean-de-la-Mennais 1984 — 1989
CN Investment Division March 2001 - Present
Scotia Capital October 2000 - February 2001
J.P. Morgan Securities December 1998 - May 2000
JP Morgan August 1997 - December 1998
TD Bank April 1996 - August 1997
Skills
Wealth Management, Hedge Funds, Risk Management, Entrepreneurship, ALM, Team Leadership, Portfolio Management, Asset Management, Investment Management, Bloomberg, Alternative Investments, Process Improvement, Asset Allocation, Behavioral Finance, Bonds, Fixed Income, Investments, Fund Of Funds, Equities, Investment Banking, Equity Research, Valuation, Strategy, Mutual Funds, Structured Products, Asset Managment, Capital Markets, Derivatives, Financial Analysis, Trading, Investment Strategies, Commodity, Pensions, Private Equity, Emerging Markets, Finance, FX Options, Institutional..., Strategic Thinking, Buzz Marketing, Creative Writing, Innovation Development, Financial Modeling, Management, Financial Markets, Options, Due Diligence
Education
HEC Montréal 1994 — 1996
M.Sc.
Université du Québec à Montréal 1991 — 1994
Bachelor
College de Maisonneuve 1989 — 1991
D.E.C.
College Jean-de-la-Mennais 1984 — 1989
Pierre Le Fevre Pierre Le Fevre's Scotia Capital Experience 2001 - 2004
Job LEADER ADEPT AT CHANGE, DEALING WITH HIGH OCTANE TEAMS AND GLOBAL DEVELOPMENT. FINANCE EXPERT
Industry Medical Devices
Experience
Le Fevre Capital, acting as Sen. Adviser to the CEO of VIA Rail Chief of Strategy and Planning December 2012 - Present
Aurora Interactive Ltd. February 2008 - December 2012
Le Fevre Capital September 2004 - February 2008
Scotia Capital 2001 - 2004
Levesque Beaubien 1995 - 2001
National Bank Financial 1995 - 2001
Salomon Brothers International 1993 - 1995
Salomon Brothers Canada October 1989 - April 1993
Toronto Dominion Bank 1984 - 1989
Doheny Mackenzie 1980 - 1981
Skills
Start-ups, Strategy, Venture Capital, Strategic Planning, Corporate Development, Business Development, Corporate Finance, Business Strategy, Executive Management, Business Planning, Negotiation, Change Management, New Business Development, Healthcare Information..., Leadership, Finance, Banking, Marketing Strategy, Management, Healthcare, Financial Modeling, Investments, Investment Banking, Entrepreneurship, Restructuring, Commercialization, Cross-functional Team..., Outsourcing, M&A experience, Financial Services, Managerial Finance, International Business, Medical Devices, Product Management, Private Equity, Biotechnology, Business Analysis, Process Improvement, Management Consulting, Marketing, Sales, Problem Solving, Financial Management, Product Development, Due Diligence, Private Placements, Competitive Analysis, Global Business..., Strategic Partnerships, Organizational Design
Education
Institute of Corporate Directors 2013 — 2014
ICD.D, Corporate Governance
Institute of Corporate Directors 2013 — 2013
ICD, Directors Education Program, Corporate Governance, N/A
Ivey Business School at Western University 1982 — 1984
MBA, Business
McGill University 1980 — 1982
LL.M., International Securities Law
Quebec Bar Association 1979 — 1980
Member of Bar, Retired Lawyer, Law
Université de Montréal 1976 — 1979
LL.M., Law
McGill Executive Institute
Stanislas
Le Fevre Capital, acting as Sen. Adviser to the CEO of VIA Rail Chief of Strategy and Planning December 2012 - Present
Aurora Interactive Ltd. February 2008 - December 2012
Le Fevre Capital September 2004 - February 2008
Scotia Capital 2001 - 2004
Levesque Beaubien 1995 - 2001
National Bank Financial 1995 - 2001
Salomon Brothers International 1993 - 1995
Salomon Brothers Canada October 1989 - April 1993
Toronto Dominion Bank 1984 - 1989
Doheny Mackenzie 1980 - 1981
Skills
Start-ups, Strategy, Venture Capital, Strategic Planning, Corporate Development, Business Development, Corporate Finance, Business Strategy, Executive Management, Business Planning, Negotiation, Change Management, New Business Development, Healthcare Information..., Leadership, Finance, Banking, Marketing Strategy, Management, Healthcare, Financial Modeling, Investments, Investment Banking, Entrepreneurship, Restructuring, Commercialization, Cross-functional Team..., Outsourcing, M&A experience, Financial Services, Managerial Finance, International Business, Medical Devices, Product Management, Private Equity, Biotechnology, Business Analysis, Process Improvement, Management Consulting, Marketing, Sales, Problem Solving, Financial Management, Product Development, Due Diligence, Private Placements, Competitive Analysis, Global Business..., Strategic Partnerships, Organizational Design
Education
Institute of Corporate Directors 2013 — 2014
ICD.D, Corporate Governance
Institute of Corporate Directors 2013 — 2013
ICD, Directors Education Program, Corporate Governance, N/A
Ivey Business School at Western University 1982 — 1984
MBA, Business
McGill University 1980 — 1982
LL.M., International Securities Law
Quebec Bar Association 1979 — 1980
Member of Bar, Retired Lawyer, Law
Université de Montréal 1976 — 1979
LL.M., Law
McGill Executive Institute
Stanislas
Sal Jeraci Sal Jeraci's Scotia Capital Experience August 2011 - May 2012
Job Senior Associate at Harvest Capital Credit
Industry Banking
Experience
Harvest Capital Credit July 2014 - Present
RBS Citizens Group - Leveraged Finance May 2012 - July 2014
Scotia Capital August 2011 - May 2012
Amalgamated Capital November 2010 - August 2011
CIT October 2008 - November 2010
M.B.I.A September 2007 - October 2008
Morgan Stanley September 2006 - September 2007
Skills
Banking, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Portfolio Management, Valuation, Private Equity, Structured Finance
Education
Fordham University 2007 — 2008
MBA, Finance
Siena College 2002 — 2006
BS, Finance
Harvest Capital Credit July 2014 - Present
RBS Citizens Group - Leveraged Finance May 2012 - July 2014
Scotia Capital August 2011 - May 2012
Amalgamated Capital November 2010 - August 2011
CIT October 2008 - November 2010
M.B.I.A September 2007 - October 2008
Morgan Stanley September 2006 - September 2007
Skills
Banking, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Portfolio Management, Valuation, Private Equity, Structured Finance
Education
Fordham University 2007 — 2008
MBA, Finance
Siena College 2002 — 2006
BS, Finance
Prathesh Senthil's Scotia Capital Experience May 2010 - August 2010
Job Investment Finance Derivatives at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan May 2013 - Present
Ontario Teachers' Pension Plan May 2012 - September 2012
Toronto Hydro January 2011 - April 2011
Scotia Capital May 2010 - August 2010
University of Toronto, Management Department December 2009 - May 2010
Education
University of Toronto
Bachelor of Business Administration - Management & Finance (Co-op)
King's College London, U. of London
Academic Exchange, Fall 2011
Ontario Teachers' Pension Plan May 2013 - Present
Ontario Teachers' Pension Plan May 2012 - September 2012
Toronto Hydro January 2011 - April 2011
Scotia Capital May 2010 - August 2010
University of Toronto, Management Department December 2009 - May 2010
Education
University of Toronto
Bachelor of Business Administration - Management & Finance (Co-op)
King's College London, U. of London
Academic Exchange, Fall 2011
Steve Hollis Steve Hollis's Scotia Capital Experience 1998 - 2000
Job CEO at Korner
Industry Consumer Goods
Experience
Korner January 2013 - Present
Amazon October 2013 - January 2015
Amazon July 2012 - September 2013
Meals On Wheels Association of America June 2011 - May 2012
Winship Partners July 2008 - July 2010
Wachovia Securities May 2001 - June 2006
Merrill Lynch January 2000 - May 2001
Scotia Capital 1998 - 2000
Nortel September 1992 - August 1995
Skills
Financial Advisory, Investment Banking, Mergers, Financial Modeling, Mergers & Acquisitions, Venture Capital, Business Development, Business Strategy, Cloud Computing, Corporate Finance, E-commerce, Entrepreneurship, Executive Management, Finance, Investments, Private Equity, Product Management, Start-ups, Strategic Partnerships, Strategy, Strategic Planning, Telecommunications, Wireless, Management
Education
University of Waterloo 1987 — 1992
Engineering
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA
Gloucester High School
Korner January 2013 - Present
Amazon October 2013 - January 2015
Amazon July 2012 - September 2013
Meals On Wheels Association of America June 2011 - May 2012
Winship Partners July 2008 - July 2010
Wachovia Securities May 2001 - June 2006
Merrill Lynch January 2000 - May 2001
Scotia Capital 1998 - 2000
Nortel September 1992 - August 1995
Skills
Financial Advisory, Investment Banking, Mergers, Financial Modeling, Mergers & Acquisitions, Venture Capital, Business Development, Business Strategy, Cloud Computing, Corporate Finance, E-commerce, Entrepreneurship, Executive Management, Finance, Investments, Private Equity, Product Management, Start-ups, Strategic Partnerships, Strategy, Strategic Planning, Telecommunications, Wireless, Management
Education
University of Waterloo 1987 — 1992
Engineering
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA
Gloucester High School
Ethan Kline's Scotia Capital Experience June 2001 - October 2003
Job CFO at Scout Logistics Corporation
Industry Logistics and Supply Chain
Experience
Scout Logistics Corporation March 2011 - Present
Scout Logistics Corporation March 2011 - Present
Albany Asset Management December 2007 - Present
Dynamic Sourcing Inc. March 2003 - Present
Garner January 2007 - July 2010
Scotia Capital June 2001 - October 2003
Skills
Supply Chain, Logistics, Freight, 3PL, Business Strategy, Transportation, Process Improvement, Logistics Management, Supply Chain Management, International Trade, Export, Freight Forwarding, Strategic Planning, Business Development, Supply Chain..., Truckload, Customs Regulations, Contract Negotiation, LTL, Pricing, Start-ups, New Business Development, International Logistics, Negotiation, P&L Management, Sales Management, Sales Operations, Trucking, Business Planning, Trading, Financial Analysis, Air Freight, FTL, Flatbed, Frozen Food, International Business, Ocean, Vegetables, Fruit, Import, Mergers & Acquisitions, Income Statement, Warehouse Management, Contract Negotiations, Import/Export, Ground, Frozen, Mergers, Customs, Shipping
Education
Ivey Business School at Western University 1999 — 2001
HBA, Business
Institut de Formation Internationale, France 2001 — 2001
International Business Program (Exchange), International Business Program (Exchange)
York Mills Collegiate Institute 1993 — 1996
Scout Logistics Corporation March 2011 - Present
Scout Logistics Corporation March 2011 - Present
Albany Asset Management December 2007 - Present
Dynamic Sourcing Inc. March 2003 - Present
Garner January 2007 - July 2010
Scotia Capital June 2001 - October 2003
Skills
Supply Chain, Logistics, Freight, 3PL, Business Strategy, Transportation, Process Improvement, Logistics Management, Supply Chain Management, International Trade, Export, Freight Forwarding, Strategic Planning, Business Development, Supply Chain..., Truckload, Customs Regulations, Contract Negotiation, LTL, Pricing, Start-ups, New Business Development, International Logistics, Negotiation, P&L Management, Sales Management, Sales Operations, Trucking, Business Planning, Trading, Financial Analysis, Air Freight, FTL, Flatbed, Frozen Food, International Business, Ocean, Vegetables, Fruit, Import, Mergers & Acquisitions, Income Statement, Warehouse Management, Contract Negotiations, Import/Export, Ground, Frozen, Mergers, Customs, Shipping
Education
Ivey Business School at Western University 1999 — 2001
HBA, Business
Institut de Formation Internationale, France 2001 — 2001
International Business Program (Exchange), International Business Program (Exchange)
York Mills Collegiate Institute 1993 — 1996
Brian Olenuk Brian Olenuk's Scotia Capital Experience January 2011 - June 2011
Job Project Manager at TD
Industry Information Technology and Services
Experience
BMO Financial Group March 2014 - Present
TD November 2012 - November 2013
BMO Nesbitt Burns October 2011 - April 2012
Scotia Capital January 2011 - June 2011
RBC Royal Bank January 2010 - February 2011
Royal Bank of Canada January 2008 - May 2009
Royal Bank of Canada - Capital Markets 2004 - 2007
Office of the Superintendent of Financial Institutions - Canada January 2004 - September 2004
Cutter Associates April 2003 - October 2003
First Asset Advisory Services March 2002 - September 2002
Skills
SDLC, Risk Management, Business Intelligence, PMO, ITIL, Project Management, Basel II, Business Process, Project Planning, Requirements Gathering, Quality Assurance, Business Analysis, Requirements Analysis, PMP, Software Project..., Banking, Program Management, IT Management, Capital Markets, Cross-functional Team..., Management, Strategy, Testing, Team Leadership, Leadership
Education
London Business School, U. of London 1981 — 1983
MBA
University of Waterloo 1974 — 1979
Hon. BMath, Computer Science
BMO Financial Group March 2014 - Present
TD November 2012 - November 2013
BMO Nesbitt Burns October 2011 - April 2012
Scotia Capital January 2011 - June 2011
RBC Royal Bank January 2010 - February 2011
Royal Bank of Canada January 2008 - May 2009
Royal Bank of Canada - Capital Markets 2004 - 2007
Office of the Superintendent of Financial Institutions - Canada January 2004 - September 2004
Cutter Associates April 2003 - October 2003
First Asset Advisory Services March 2002 - September 2002
Skills
SDLC, Risk Management, Business Intelligence, PMO, ITIL, Project Management, Basel II, Business Process, Project Planning, Requirements Gathering, Quality Assurance, Business Analysis, Requirements Analysis, PMP, Software Project..., Banking, Program Management, IT Management, Capital Markets, Cross-functional Team..., Management, Strategy, Testing, Team Leadership, Leadership
Education
London Business School, U. of London 1981 — 1983
MBA
University of Waterloo 1974 — 1979
Hon. BMath, Computer Science
Patrick Tolliver Patrick Tolliver's Scotia Capital Experience June 2002 - September 2002
Job
Industry Semiconductors
Experience
Intel Corporation October 2015 - Present
Intel Corporation August 2013 - October 2015
Intel Corporation May 2011 - July 2013
Intel Corporation February 2008 - April 2011
Intel Corporation January 2006 - January 2008
Ford Motor Company January 2005 - January 2006
Eaton Corporation May 2003 - December 2004
Scotia Capital June 2002 - September 2002
Intel Corporation 1999 - 2001
Skills
Variance Analysis, Financial Reporting, Internal Audit, Auditing, Finance, Consolidation, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Corporate Finance, Sarbanes-Oxley, Financial Forecasting, Managerial Finance, Strategic Financial..., Cost Accounting, Financial Planning
Education
University of Illinois - Champaign/Urbana 2001 — 2003
MBA
Illinois State University 1995 — 1999
Bachelors
Du Quoin High School
Intel Corporation October 2015 - Present
Intel Corporation August 2013 - October 2015
Intel Corporation May 2011 - July 2013
Intel Corporation February 2008 - April 2011
Intel Corporation January 2006 - January 2008
Ford Motor Company January 2005 - January 2006
Eaton Corporation May 2003 - December 2004
Scotia Capital June 2002 - September 2002
Intel Corporation 1999 - 2001
Skills
Variance Analysis, Financial Reporting, Internal Audit, Auditing, Finance, Consolidation, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Corporate Finance, Sarbanes-Oxley, Financial Forecasting, Managerial Finance, Strategic Financial..., Cost Accounting, Financial Planning
Education
University of Illinois - Champaign/Urbana 2001 — 2003
MBA
Illinois State University 1995 — 1999
Bachelors
Du Quoin High School
Jamie Colliver Jamie Colliver's Scotia Capital Experience September 1983 - December 1999
Job Principal at Integra Capital Limited
Industry Investment Management
Experience
Integra Capital Limited 2000 - Present
Scotia Capital September 1983 - December 1999
Skills
Retirement Planning, Fixed Income, Asset Management, Asset Managment, Risk Management, Derivatives, Wealth Management, Investments, ETFs, Portfolio Management, Mergers, Financial Analysis, Private Equity, Capital Markets, FX Options, Hedge Funds, Investment Management, Financial Markets, Pensions, Pension Funds, Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Corporate Finance, Strategic Financial..., Business Development, Bonds, Financial Modeling, Investor Relations, Valuation, Investment Advisory, Funding, Due Diligence, Investment Strategies, Equities, Fund Of Funds, Bloomberg, Trading, Options, Investment Banking, Series 7, Equity Research, Institutional
Education
Huron University College
Integra Capital Limited 2000 - Present
Scotia Capital September 1983 - December 1999
Skills
Retirement Planning, Fixed Income, Asset Management, Asset Managment, Risk Management, Derivatives, Wealth Management, Investments, ETFs, Portfolio Management, Mergers, Financial Analysis, Private Equity, Capital Markets, FX Options, Hedge Funds, Investment Management, Financial Markets, Pensions, Pension Funds, Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Corporate Finance, Strategic Financial..., Business Development, Bonds, Financial Modeling, Investor Relations, Valuation, Investment Advisory, Funding, Due Diligence, Investment Strategies, Equities, Fund Of Funds, Bloomberg, Trading, Options, Investment Banking, Series 7, Equity Research, Institutional
Education
Huron University College
Richard Bradlow Richard Bradlow's Scotia Capital Experience 1999 - 2003
Job Partner at Penfund
Industry Investment Management
Experience
Penfund June 2003 - Present
Scotia Capital 1999 - 2003
Education
Harvard Business School 1998 — 1999
MBA
The University of Western Ontario 1990 — 1994
Bachelor of Arts (B.A.), Philosophy
Penfund June 2003 - Present
Scotia Capital 1999 - 2003
Education
Harvard Business School 1998 — 1999
MBA
The University of Western Ontario 1990 — 1994
Bachelor of Arts (B.A.), Philosophy
Mark Donaghy Mark Donaghy's Scotia Capital Experience May 2001 - June 2003
Job Financial Services Leader, skilled at defining information management issues and bridging the gap to holistic solutions.
Industry Financial Services
Experience
Advanced Financial Concepts January 2008 - Present
Deloitte & Touche LLP November 2005 - January 2008
BearingPoint Consulting January 2005 - November 2005
Global Intelligence Alliance March 2003 - January 2005
Scotia Capital May 2001 - June 2003
Royal Bank of Canada June 1993 - October 1998
Skills
Financial Analysis, Business Strategy, Executive Management, Enterprise Risk..., Process Improvement, IT Governance, Product Management, Change Management, Risk Management, Capital Markets, Risk, IFRS, Derivatives, Operational Risk..., Financial Management, Managerial Finance, Financial Risk, Due Diligence, Governance, Mergers & Acquisitions, Banking, Finance, Corporate Finance, Internal Controls, Portfolio Management, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Corporate Finance and Management Control
Carleton University
BA, Economics & Biology
MBA, CMA
Advanced Financial Concepts January 2008 - Present
Deloitte & Touche LLP November 2005 - January 2008
BearingPoint Consulting January 2005 - November 2005
Global Intelligence Alliance March 2003 - January 2005
Scotia Capital May 2001 - June 2003
Royal Bank of Canada June 1993 - October 1998
Skills
Financial Analysis, Business Strategy, Executive Management, Enterprise Risk..., Process Improvement, IT Governance, Product Management, Change Management, Risk Management, Capital Markets, Risk, IFRS, Derivatives, Operational Risk..., Financial Management, Managerial Finance, Financial Risk, Due Diligence, Governance, Mergers & Acquisitions, Banking, Finance, Corporate Finance, Internal Controls, Portfolio Management, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Corporate Finance and Management Control
Carleton University
BA, Economics & Biology
MBA, CMA
Kevin Pollock Kevin Pollock's Scotia Capital Experience 1996 - 2004
Job President at Eleven Square Holdings
Industry Investment Management
Experience
Eleven Square Holdings January 2011 - Present
Scotiabank 1996 - 2010
Scotia Capital 1996 - 2004
Education
Ivey Business School at Western University 1994 — 1996
MBA
The University of Western Ontario 1991 — 1994
BA, Administrative and Commercial Studies
Eleven Square Holdings January 2011 - Present
Scotiabank 1996 - 2010
Scotia Capital 1996 - 2004
Education
Ivey Business School at Western University 1994 — 1996
MBA
The University of Western Ontario 1991 — 1994
BA, Administrative and Commercial Studies
Christopher Brun Christopher Brun's Scotia Capital Experience January 2008 - June 2009
Job Principal at Nonsuch Developments
Industry Real Estate
Experience
Nonsuch Developments August 2011 - Present
INITIAL Innovative strategies for Development October 2010 - May 2011
Scotia Capital January 2008 - June 2009
Brome Lake Boating Club 2006 - 2009
Camp Micah July 2004 - August 2004
Skills
French, Event Planning, Project Management, Social Media, Time Management, Start-ups, Investments, Project Planning, Strategic Planning, Marketing, Market Research, Leadership, Analysis, Marketing Strategy, Budgets
Education
McGill University 2006 — 2009
Bachelor of Arts, Geography & Urban Systems
Marianopolis College 2004 — 2006
DEC, Social Science
Selwyn House School 1992 — 2004
Nonsuch Developments August 2011 - Present
INITIAL Innovative strategies for Development October 2010 - May 2011
Scotia Capital January 2008 - June 2009
Brome Lake Boating Club 2006 - 2009
Camp Micah July 2004 - August 2004
Skills
French, Event Planning, Project Management, Social Media, Time Management, Start-ups, Investments, Project Planning, Strategic Planning, Marketing, Market Research, Leadership, Analysis, Marketing Strategy, Budgets
Education
McGill University 2006 — 2009
Bachelor of Arts, Geography & Urban Systems
Marianopolis College 2004 — 2006
DEC, Social Science
Selwyn House School 1992 — 2004
Katie Schwitzer Katie Schwitzer's Scotia Capital Experience May 2010 - August 2010
Job Business Manager, Investment Banking at Raymond James Ltd.
Industry Investment Banking
Experience
Raymond James Ltd. January 2015 - Present
CIBC World Markets August 2011 - May 2014
Rotman School of Management August 2009 - August 2011
Scotia Capital May 2010 - August 2010
Blast Radius April 2008 - February 2009
Blast Radius March 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategy, Investment Banking, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McGill University 2002 — 2006
BComm, Marketing, Finance
Raymond James Ltd. January 2015 - Present
CIBC World Markets August 2011 - May 2014
Rotman School of Management August 2009 - August 2011
Scotia Capital May 2010 - August 2010
Blast Radius April 2008 - February 2009
Blast Radius March 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategy, Investment Banking, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McGill University 2002 — 2006
BComm, Marketing, Finance
Todd Zeligman's Scotia Capital Experience June 2007 - September 2008
Job CEO at Better Capital Corp.
Industry Financial Services
Experience
TD Securities October 2012 - September 2013
TD Securities August 2010 - October 2012
Scotia Capital June 2007 - September 2008
Scotiabank February 2006 - July 2007
Skills
Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Equities, Financial Analysis, Due Diligence, Derivatives, Investments, Bloomberg, Equity Research, Fixed Income, Portfolio Management, Mergers & Acquisitions, Strategy, Strategic Planning, Entrepreneurship
Education
Ivey Business School at Western University 2009 — 2010
MBA
Ryerson University 2001 — 2005
BComm, Finance
TD Securities October 2012 - September 2013
TD Securities August 2010 - October 2012
Scotia Capital June 2007 - September 2008
Scotiabank February 2006 - July 2007
Skills
Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Equities, Financial Analysis, Due Diligence, Derivatives, Investments, Bloomberg, Equity Research, Fixed Income, Portfolio Management, Mergers & Acquisitions, Strategy, Strategic Planning, Entrepreneurship
Education
Ivey Business School at Western University 2009 — 2010
MBA
Ryerson University 2001 — 2005
BComm, Finance
Tony Chahal Tony Chahal's Scotia Capital Experience November 2005 - August 2006
Job VP at Rondeau Capital
Industry Investment Management
Experience
RONDEAU CAPITAL January 2012 - Present
HIGHSTREET August 2006 - September 2011
SCOTIA CAPITAL November 2005 - August 2006
Skills
Asset Managment, Portfolio Management, Investments, Relationship Management, Investment Strategies, Derivatives, Equities, Mutual Funds, Financial Risk, Investment Management, Asset Management, Bloomberg, Capital Markets, Corporate Finance, Credit Analysis, Asset Allocation, Investment Banking, Banking, Wealth Management, Equity Research
Education
Lancaster University 2002 — 2003
MBA, Business
Western University
BA, Economics
RONDEAU CAPITAL January 2012 - Present
HIGHSTREET August 2006 - September 2011
SCOTIA CAPITAL November 2005 - August 2006
Skills
Asset Managment, Portfolio Management, Investments, Relationship Management, Investment Strategies, Derivatives, Equities, Mutual Funds, Financial Risk, Investment Management, Asset Management, Bloomberg, Capital Markets, Corporate Finance, Credit Analysis, Asset Allocation, Investment Banking, Banking, Wealth Management, Equity Research
Education
Lancaster University 2002 — 2003
MBA, Business
Western University
BA, Economics
Duane Lee's Scotia Capital Experience May 2001 - September 2001
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets April 2013 - November 2014
DHMS Capital Corporation January 2012 - November 2014
Medwell Capital Corp. September 2010 - May 2012
Desjardins Securities Inc. September 2009 - September 2010
Desjardins Securities Inc. 2005 - September 2009
RBC Capital Markets 2002 - 2004
Scotia Capital May 2001 - September 2001
Scotiabank 1997 - 2000
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Healthcare, Biotechnology, Internal Audit, Risk Management, Information Technology, Financial Analysis, Financial Modeling, Project Management, Management, Due Diligence, Valuation, Strategy, Securities, IPO, Strategic Planning, Fixed Income, Financial Services, Derivatives, Management Consulting, Business Strategy, Business Planning, Leadership, AML, IT Strategy, KYC, Mergers
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA
Huron University College 1993 — 1997
BA(Hons), History
Royal St. George's College 1988 — 1993
OSSD, High School
BMO Capital Markets November 2014 - Present
BMO Capital Markets April 2013 - November 2014
DHMS Capital Corporation January 2012 - November 2014
Medwell Capital Corp. September 2010 - May 2012
Desjardins Securities Inc. September 2009 - September 2010
Desjardins Securities Inc. 2005 - September 2009
RBC Capital Markets 2002 - 2004
Scotia Capital May 2001 - September 2001
Scotiabank 1997 - 2000
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Healthcare, Biotechnology, Internal Audit, Risk Management, Information Technology, Financial Analysis, Financial Modeling, Project Management, Management, Due Diligence, Valuation, Strategy, Securities, IPO, Strategic Planning, Fixed Income, Financial Services, Derivatives, Management Consulting, Business Strategy, Business Planning, Leadership, AML, IT Strategy, KYC, Mergers
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA
Huron University College 1993 — 1997
BA(Hons), History
Royal St. George's College 1988 — 1993
OSSD, High School
Ganapathy Ramesh's Scotia Capital Experience May 2009 - Present
Job Director at Scotia Capital
Industry Information Technology and Services
Experience
Scotia Capital May 2009 - Present
UBS Investment Bank February 2006 - April 2009
Cognizant Technology Solutions October 2004 - February 2006
UBS February 2003 - October 2004
Enron June 1997 - 2003
Information Advantage Associates October 1994 - June 1997
Coca Cola Foods 1991 - 1997
The Minute Maid Company 1991 - 1997
Sai Software Inc October 1991 - October 1994
BITECH 1989 - 1991
Skills
Software Development, Trading Systems, IT Strategy, Data Modeling, Data Warehousing, Database Design, SQL, C#
Education
Manipal Institute of Technology 1977 — 1982
B.E, Mech
Scotia Capital May 2009 - Present
UBS Investment Bank February 2006 - April 2009
Cognizant Technology Solutions October 2004 - February 2006
UBS February 2003 - October 2004
Enron June 1997 - 2003
Information Advantage Associates October 1994 - June 1997
Coca Cola Foods 1991 - 1997
The Minute Maid Company 1991 - 1997
Sai Software Inc October 1991 - October 1994
BITECH 1989 - 1991
Skills
Software Development, Trading Systems, IT Strategy, Data Modeling, Data Warehousing, Database Design, SQL, C#
Education
Manipal Institute of Technology 1977 — 1982
B.E, Mech
Anita Fonseca, PMP's Scotia Capital Experience May 2011 - October 2011
Job
Industry Information Technology and Services
Experience
Manulife Financial June 2012 - Present
TD Wealth Management December 2011 - June 2012
Scotia Capital May 2011 - October 2011
Manulife Financial - John Hancock June 2009 - May 2011
COHPA January 2009 - June 2009
Seneca College September 2008 - December 2008
Bank of Montreal June 2007 - October 2008
CIBC September 2006 - June 2007
Symcor March 2005 - September 2006
Versa Systems November 2001 - March 2005
Skills
Stakeholder Management, Requirements Management, Business Case..., Risk Assessment, Project Implementation, Vendor Management, Business Analysis, Requirements Analysis, Business Intelligence, Requirements Gathering, SDLC, Project Management, PMP, Analysis, Quality Assurance, Cross-functional Team..., Business Process..., Business Requirements, IT Strategy, Management, Software Project..., Governance, Business Process..., Systems Analysis, PMO, CRM, Data Modeling, Project Delivery, User Acceptance Testing, Management Consulting, RUP, Gap Analysis, Social Collaboration, Compliance
Education
Humber College 2011 — 2011
Project Cost Management
Project Management Institue 2009 — 2009
PMP
Manulife Financial June 2012 - Present
TD Wealth Management December 2011 - June 2012
Scotia Capital May 2011 - October 2011
Manulife Financial - John Hancock June 2009 - May 2011
COHPA January 2009 - June 2009
Seneca College September 2008 - December 2008
Bank of Montreal June 2007 - October 2008
CIBC September 2006 - June 2007
Symcor March 2005 - September 2006
Versa Systems November 2001 - March 2005
Skills
Stakeholder Management, Requirements Management, Business Case..., Risk Assessment, Project Implementation, Vendor Management, Business Analysis, Requirements Analysis, Business Intelligence, Requirements Gathering, SDLC, Project Management, PMP, Analysis, Quality Assurance, Cross-functional Team..., Business Process..., Business Requirements, IT Strategy, Management, Software Project..., Governance, Business Process..., Systems Analysis, PMO, CRM, Data Modeling, Project Delivery, User Acceptance Testing, Management Consulting, RUP, Gap Analysis, Social Collaboration, Compliance
Education
Humber College 2011 — 2011
Project Cost Management
Project Management Institue 2009 — 2009
PMP
Annie Beaucage CPA, CMA, M.Sc.'s Scotia Capital Experience August 1999 - November 2001
Job Conseillère Programme en management et comptabilité de management à l'Ordre des CPA du Québec
Industry Management Consulting
Experience
Ordre des CPA du Québec March 2015 - Present
CN February 2011 - March 2015
Desjardins July 2008 - November 2008
Transcontinental April 2006 - June 2008
Transcontinental October 2002 - March 2006
HEC Montreal 1994 - 2006
La Caisse de dépôt et placement January 2002 - September 2002
Scotia Capital August 1999 - November 2001
Dagenais Lapierre Simard et associés 1996 - 1998
Ernst & Young 1995 - 1996
Skills
Business Process, DES, Change Management, Visio, SAP, Business Process..., Business Analysis, ERP, Project Management, Analysis, MS Project, Business Intelligence, Management Consulting
Education
HEC Montréal 1997 — 1999
M.Sc, Sciences de la gestion
HEC Montréal 1991 — 1994
BAA, Administration des affaires, option comptabilité
Ordre des CPA du Québec March 2015 - Present
CN February 2011 - March 2015
Desjardins July 2008 - November 2008
Transcontinental April 2006 - June 2008
Transcontinental October 2002 - March 2006
HEC Montreal 1994 - 2006
La Caisse de dépôt et placement January 2002 - September 2002
Scotia Capital August 1999 - November 2001
Dagenais Lapierre Simard et associés 1996 - 1998
Ernst & Young 1995 - 1996
Skills
Business Process, DES, Change Management, Visio, SAP, Business Process..., Business Analysis, ERP, Project Management, Analysis, MS Project, Business Intelligence, Management Consulting
Education
HEC Montréal 1997 — 1999
M.Sc, Sciences de la gestion
HEC Montréal 1991 — 1994
BAA, Administration des affaires, option comptabilité
Andrew Ostrov's Scotia Capital Experience 1998 - December 2009
Job Director Senior Portfolio Manager at Wells Fargo Energy Group
Industry Banking
Experience
Wells Fargo April 2012 - Present
BNP Paribas December 2009 - April 2012
Scotia Capital 1998 - December 2009
Long Island Jewish Medical Center August 1992 - May 1996
Skills
Series 79 & 63
Education
University of Iowa 1996 — 1998
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1996 — 1998
Hofstra University 1987 — 1991
BA, Finance
Wells Fargo April 2012 - Present
BNP Paribas December 2009 - April 2012
Scotia Capital 1998 - December 2009
Long Island Jewish Medical Center August 1992 - May 1996
Skills
Series 79 & 63
Education
University of Iowa 1996 — 1998
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1996 — 1998
Hofstra University 1987 — 1991
BA, Finance
Dee Patterson's Scotia Capital Experience May 1989 - Present
Job Managing Director, Scotia Capital
Industry Banking
Experience
Scotia Capital May 1989 - Present
Skills
Corporate Finance
Education
London Business School 1995 — 1996
Masters in Finance, Finance
York University - Schulich School of Business 1986 — 1989
MBA, Finance and Policy
Trinity College Dublin 1976 — 1979
Physiotherapy
Scotia Capital May 1989 - Present
Skills
Corporate Finance
Education
London Business School 1995 — 1996
Masters in Finance, Finance
York University - Schulich School of Business 1986 — 1989
MBA, Finance and Policy
Trinity College Dublin 1976 — 1979
Physiotherapy
Yann Blindert's Scotia Capital Experience May 2003 - August 2006
Job Wells Fargo, Energy Group
Industry Banking
Experience
Wells Fargo Energy Group February 2015 - Present
Wells Fargo, Utilities and Power April 2007 - February 2015
US Bank August 2006 - April 2007
Scotia Capital May 2003 - August 2006
Financo, Inc. September 2000 - September 2002
Education
Ivey Business School at Western University 1997 — 2000
Wells Fargo Energy Group February 2015 - Present
Wells Fargo, Utilities and Power April 2007 - February 2015
US Bank August 2006 - April 2007
Scotia Capital May 2003 - August 2006
Financo, Inc. September 2000 - September 2002
Education
Ivey Business School at Western University 1997 — 2000
Francis T. Corcoran's Scotia Capital Experience February 2009 - July 2010
Job President & Chief Administrative Officer at The National Stock Exchange
Industry Financial Services
Experience
The National Stock Exchange December 2011 - Present
NYS Environmental Facilities Corporation 2004 - Present
Town of Bedford August 2003 - Present
Scotia Capital February 2009 - July 2010
Perimeter Financial Corp. June 2007 - March 2009
American Stock Exchange 2005 - 2007
Instinet 1997 - 2002
Institutional Shareholder Services 1989 - 1994
Skills
Team Leadership, Sales & Marketing..., Corporate Governance, Electronic Trading, Stock Exchange, Market Structure, Financial Markets, Alternative Trading..., algorithmic trading, Business Development, Business Strategy, Leadership Development, Direct Market Access, Dark Pools, Team Building, Equities, Finance, Management
Education
Iona College
Bachelor's degree, Cum Laude
The National Stock Exchange December 2011 - Present
NYS Environmental Facilities Corporation 2004 - Present
Town of Bedford August 2003 - Present
Scotia Capital February 2009 - July 2010
Perimeter Financial Corp. June 2007 - March 2009
American Stock Exchange 2005 - 2007
Instinet 1997 - 2002
Institutional Shareholder Services 1989 - 1994
Skills
Team Leadership, Sales & Marketing..., Corporate Governance, Electronic Trading, Stock Exchange, Market Structure, Financial Markets, Alternative Trading..., algorithmic trading, Business Development, Business Strategy, Leadership Development, Direct Market Access, Dark Pools, Team Building, Equities, Finance, Management
Education
Iona College
Bachelor's degree, Cum Laude
Josh Weismer's Scotia Capital Experience September 2013 - Present
Job Managing Director at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital September 2013 - Present
Macquarie Capital (USA) Inc. March 2008 - August 2013
Banc of America Securities LLC June 2006 - February 2008
Thomas Weisel Partners April 2000 - May 2006
Furman Selz August 1998 - April 2000
Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Lehigh University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Manheim Township High School 1986 — 1990
Scotia Capital September 2013 - Present
Macquarie Capital (USA) Inc. March 2008 - August 2013
Banc of America Securities LLC June 2006 - February 2008
Thomas Weisel Partners April 2000 - May 2006
Furman Selz August 1998 - April 2000
Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Lehigh University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Manheim Township High School 1986 — 1990
Keith Connors's Scotia Capital Experience Consultant in Compliance DepartmentIsrael Discount BankDecember 2006 - February 2007
Job Equities Trading Assistant at Scotia Capital
Industry Financial Services
Experience
Scotia Capital Consultant in Compliance DepartmentIsrael Discount BankDecember 2006 - February 2007
Education
Le Moyne College 2002 — 2006
BS in Business Administration, Finance
Scotia Capital Consultant in Compliance DepartmentIsrael Discount BankDecember 2006 - February 2007
Education
Le Moyne College 2002 — 2006
BS in Business Administration, Finance
Tanuj Anand's Scotia Capital Experience December 2009 - Present
Job IT Consultant Infrastructure Services
Industry Computer Software
Experience
Scotia Capital December 2009 - Present
HCL Technologies (Infrastructure Services Division) March 2006 - November 2009
HCL Technologies (Infrastructure Services Division) 2006 - 2009
Skills
ITIL, Requirements Analysis, PL/SQL, Oracle, Solution Architecture
Education
Unitec Institute of Technology 2001 — 2002
MS, Computing
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1997 — 2001
Kendriya Vidyalaya
Scotia Capital December 2009 - Present
HCL Technologies (Infrastructure Services Division) March 2006 - November 2009
HCL Technologies (Infrastructure Services Division) 2006 - 2009
Skills
ITIL, Requirements Analysis, PL/SQL, Oracle, Solution Architecture
Education
Unitec Institute of Technology 2001 — 2002
MS, Computing
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1997 — 2001
Kendriya Vidyalaya
Sanjit Singh's Scotia Capital Experience 2010 - 2011
Job Technology Consultant, Algorithmic Trading Model Writer
Industry Financial Services
Experience
Rainmaker Asset Management, LLC September 2014 - Present
SCOTIA WEALTH MANAGEMENT LTD. October 2013 - August 2014
Alberta Investment Management Corporation (AIMCo) June 2012 - September 2013
SCOTIA WEALTH MANAGEMENT LTD. October 2011 - March 2012
TD Securities June 2011 - August 2011
Scotia Capital 2010 - 2011
OpenLink Financial October 2007 - July 2010
SunGard February 2006 - September 2007
GFI Group June 2000 - February 2006
Capital Asia Asset Management April 1995 - April 1999
Skills
Options, FX, Fixed Income, FX Options, Trading, Business Analysis, CDS, Equity Derivatives, Derivatives, Swaps, Interest Rate Swaps, volatility swaps, BRD Writing, Quality Assurance, SQL, Hedge Funds, Testing, Financial Risk, Trading Systems, Consulting, SDLC
Education
Heriot-Watt University 1993 — 1994
Pg. Diploma, Actuarial Sciences
Ashbury College
The London School of Economics and Political Science (LSE)
B.Sc. (Hon) (current), Mathematics and Economics
The Open University
B.Sc., Mathematical Science
YPS
Rainmaker Asset Management, LLC September 2014 - Present
SCOTIA WEALTH MANAGEMENT LTD. October 2013 - August 2014
Alberta Investment Management Corporation (AIMCo) June 2012 - September 2013
SCOTIA WEALTH MANAGEMENT LTD. October 2011 - March 2012
TD Securities June 2011 - August 2011
Scotia Capital 2010 - 2011
OpenLink Financial October 2007 - July 2010
SunGard February 2006 - September 2007
GFI Group June 2000 - February 2006
Capital Asia Asset Management April 1995 - April 1999
Skills
Options, FX, Fixed Income, FX Options, Trading, Business Analysis, CDS, Equity Derivatives, Derivatives, Swaps, Interest Rate Swaps, volatility swaps, BRD Writing, Quality Assurance, SQL, Hedge Funds, Testing, Financial Risk, Trading Systems, Consulting, SDLC
Education
Heriot-Watt University 1993 — 1994
Pg. Diploma, Actuarial Sciences
Ashbury College
The London School of Economics and Political Science (LSE)
B.Sc. (Hon) (current), Mathematics and Economics
The Open University
B.Sc., Mathematical Science
YPS
Joe Kogan's Scotia Capital Experience August 2009 - Present
Job Head of Emerging Markets Strategy at Scotia Capital
Industry Financial Services
Experience
Scotia Capital August 2009 - Present
Barclays Capital September 2008 - August 2009
Lehman Brothers August 2004 - September 2008
Pontificia Universidad Católica de Chile 2002 - 2004
Skills
Latin America, Eastern Europe, Quantitative Models, Emerging Markets, Currency, Macroeconomics, Capital Markets, Economic Research, Econometrics, Quantitative Analytics, Fixed Income, Credit Derivatives, FX Options, Bloomberg, Financial Markets
Education
Harvard University 1996 — 2002
Ph.D., Business-Economics
Princeton University 1992 — 1996
AB, Economics, Mathematics
Scotia Capital August 2009 - Present
Barclays Capital September 2008 - August 2009
Lehman Brothers August 2004 - September 2008
Pontificia Universidad Católica de Chile 2002 - 2004
Skills
Latin America, Eastern Europe, Quantitative Models, Emerging Markets, Currency, Macroeconomics, Capital Markets, Economic Research, Econometrics, Quantitative Analytics, Fixed Income, Credit Derivatives, FX Options, Bloomberg, Financial Markets
Education
Harvard University 1996 — 2002
Ph.D., Business-Economics
Princeton University 1992 — 1996
AB, Economics, Mathematics
Murray Neal's Scotia Capital Experience April 1996 - December 2000
Job Managing Director, IG DCM Scotiabank
Industry Investment Banking
Experience
Scotiabank December 2000 - Present
Scotia Capital April 1996 - December 2000
Daiwa Securities July 1990 - March 1996
Skills
Origination, Debt, Fixed Income, Capital Markets, Bonds, Swaps, DCM
Education
The University of Western Ontario - Richard Ivey School of Business 1988 — 1990
MBA
Western University 1985 — 1987
MSc, Biochemistry
Western University 1981 — 1985
HBSc, Genetics
Scotiabank December 2000 - Present
Scotia Capital April 1996 - December 2000
Daiwa Securities July 1990 - March 1996
Skills
Origination, Debt, Fixed Income, Capital Markets, Bonds, Swaps, DCM
Education
The University of Western Ontario - Richard Ivey School of Business 1988 — 1990
MBA
Western University 1985 — 1987
MSc, Biochemistry
Western University 1981 — 1985
HBSc, Genetics
Frank Ambrosi's Scotia Capital Experience October 2009 - Present
Job Director of Trading Scotia Capital Global Agent Lending
Industry Financial Services
Experience
Scotia Capital October 2009 - Present
Wachovia Global Securities Lending January 2004 - October 2009
Metropolitan West Securities October 1999 - December 2003
Merrill Lynch July 1997 - October 1999
Fischer Francis Trees & Watts, LLP February 1995 - September 1996
Kidder Peabody June 1991 - February 1995
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance/Marketing
Fordham University 1987 — 1991
BS, Finance
Xaverian High School 1983 — 1987
Immaculate Heart of Mary
Scotia Capital October 2009 - Present
Wachovia Global Securities Lending January 2004 - October 2009
Metropolitan West Securities October 1999 - December 2003
Merrill Lynch July 1997 - October 1999
Fischer Francis Trees & Watts, LLP February 1995 - September 1996
Kidder Peabody June 1991 - February 1995
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance/Marketing
Fordham University 1987 — 1991
BS, Finance
Xaverian High School 1983 — 1987
Immaculate Heart of Mary
Claude Proulx's Scotia Capital Experience April 1991 - February 1995
Job Equity Analyst at CDP Capital
Industry Investment Banking
Experience
CDP Capital January 2012 - Present
BMO Capital Markets February 1995 - December 2011
Scotia Capital April 1991 - February 1995
Valeurs Mobilières SMC February 1990 - November 1990
Dominik & Dominik September 1989 - February 1990
Midland Doherty August 1986 - February 1989
Les Affaires May 1985 - August 1986
Skills
Equities, Capital Markets, Equity Research
Education
McGill University 1983 — 1985
MBA, Accounting-Finance
Université Laval 1981 — 1983
B.A., Economics
CDP Capital January 2012 - Present
BMO Capital Markets February 1995 - December 2011
Scotia Capital April 1991 - February 1995
Valeurs Mobilières SMC February 1990 - November 1990
Dominik & Dominik September 1989 - February 1990
Midland Doherty August 1986 - February 1989
Les Affaires May 1985 - August 1986
Skills
Equities, Capital Markets, Equity Research
Education
McGill University 1983 — 1985
MBA, Accounting-Finance
Université Laval 1981 — 1983
B.A., Economics
Fred Beauchemin's Scotia Capital Experience June 2010 - Present
Job Head Capital Markets Quebec at Scotia Capital
Industry Capital Markets
Experience
Scotia Capital June 2010 - Present
Scotia Capital 1996 - Present
Scotia Capital October 2007 - June 2010
Skills
Structured Products, Fixed Income, Capital Markets, Derivatives, Leveraged Finance, Debt, Credit Derivatives, Structured Finance, Equities, Bloomberg, Hedge Funds, FX, Investment Strategies, Options, Financial Institutions, Corporate Finance, Alternative Investments, Trading, Asset Allocation, Credit, Private Equity, Origination, Swaps, Market Risk, Compliance, Relative Value, Structuring, Equity Derivatives, Investment Banking, Portfolio Management
Education
McGill University 1991 — 1994
MBA, Finance
Brébeuf
Scotia Capital June 2010 - Present
Scotia Capital 1996 - Present
Scotia Capital October 2007 - June 2010
Skills
Structured Products, Fixed Income, Capital Markets, Derivatives, Leveraged Finance, Debt, Credit Derivatives, Structured Finance, Equities, Bloomberg, Hedge Funds, FX, Investment Strategies, Options, Financial Institutions, Corporate Finance, Alternative Investments, Trading, Asset Allocation, Credit, Private Equity, Origination, Swaps, Market Risk, Compliance, Relative Value, Structuring, Equity Derivatives, Investment Banking, Portfolio Management
Education
McGill University 1991 — 1994
MBA, Finance
Brébeuf
mira Peng's Scotia Capital Experience senior analystTD Securities2004 - 2007
Job associate at Scotia Capital
Industry Financial Services
Experience
Scotia Capital senior analystTD Securities2004 - 2007
Education
Massachusetts Institute of Technology - Sloan School of Management
University of Toronto
Scotia Capital senior analystTD Securities2004 - 2007
Education
Massachusetts Institute of Technology - Sloan School of Management
University of Toronto
Serge Vaculeac's Scotia Capital Experience January 2003 - Present
Job Associate at Scotia Capital
Industry Financial Services
Experience
Scotia Capital January 2003 - Present
Education
Fordham Gabelli School of Business 2003 — 2007
St. Francis College
Scotia Capital January 2003 - Present
Education
Fordham Gabelli School of Business 2003 — 2007
St. Francis College
Jack Grady, CFA's Scotia Capital Experience November 2004 - June 2007
Job Vice President at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank August 2015 - Present
TD Securities June 2009 - August 2015
Scotia Capital November 2004 - June 2007
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (MBA)
Georgetown University 1999 — 2003
BA, English / Economics
Emigrant Bank August 2015 - Present
TD Securities June 2009 - August 2015
Scotia Capital November 2004 - June 2007
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (MBA)
Georgetown University 1999 — 2003
BA, English / Economics
Sean Killoran's Scotia Capital Experience December 2011 - Present
Job Senior Manager, Product Control at Scotia Capital
Industry Financial Services
Experience
Scotia Capital December 2011 - Present
UBS December 2006 - December 2011
RBS Greenwich Capital 2003 - 2006
JPMorgan Chase 2000 - 2002
Skills
Product Control, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Interest Rate..., FX Options, Middle Office, Trading, Capital Markets, Trading Systems, Equities, Credit, Credit Derivatives, Rates, Swaps
Education
Fordham University 1996 — 2000
BS, Finance
Scotia Capital December 2011 - Present
UBS December 2006 - December 2011
RBS Greenwich Capital 2003 - 2006
JPMorgan Chase 2000 - 2002
Skills
Product Control, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Interest Rate..., FX Options, Middle Office, Trading, Capital Markets, Trading Systems, Equities, Credit, Credit Derivatives, Rates, Swaps
Education
Fordham University 1996 — 2000
BS, Finance
Roni Wiradinata's Scotia Capital Experience
Job Senior Analyst at Scotia Capital
Industry Banking
Experience
Scotia Capital
Education
Institut Teknologi Bandung (ITB)
Geology
Scotia Capital
Education
Institut Teknologi Bandung (ITB)
Geology
Jan Buchsbaum's Scotia Capital Experience May 2008 - August 2008
Job Director, Annuity Strategy & Business Development, New York Life
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
CTM Media Group August 2009 - Present
New York Life Insurance Company July 2012 - October 2013
New York Life Insurance Company June 2011 - July 2012
New York Life Insurance Company August 2009 - June 2011
MTB Solutions Inc. February 2006 - August 2009
Scotia Capital May 2008 - August 2008
IDT 2005 - 2007
TCBC June 2000 - August 2004
Skills
Series 7, Continuing Education, Investments, Portfolio Management, Financial Modeling, Financial Services, Asset Allocation, Retirement, Retirement Planning, Credit Analysis, Strategic Financial..., Asset Management, Wealth Management, Fixed Annuities, Finance, Financial Analysis, Financial Planning, Strategy, Business Development
Education
Georgetown MBA 2007 — 2009
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
New York Life Insurance Company October 2013 - Present
CTM Media Group August 2009 - Present
New York Life Insurance Company July 2012 - October 2013
New York Life Insurance Company June 2011 - July 2012
New York Life Insurance Company August 2009 - June 2011
MTB Solutions Inc. February 2006 - August 2009
Scotia Capital May 2008 - August 2008
IDT 2005 - 2007
TCBC June 2000 - August 2004
Skills
Series 7, Continuing Education, Investments, Portfolio Management, Financial Modeling, Financial Services, Asset Allocation, Retirement, Retirement Planning, Credit Analysis, Strategic Financial..., Asset Management, Wealth Management, Fixed Annuities, Finance, Financial Analysis, Financial Planning, Strategy, Business Development
Education
Georgetown MBA 2007 — 2009
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
James Barltrop's Scotia Capital Experience Vice PresidentBMO Nesbitt BurnsFebruary 1991 - March 1997
Job Managing Director at Scotia Capital
Industry Financial Services
Experience
Scotia Capital Vice PresidentBMO Nesbitt BurnsFebruary 1991 - March 1997
BMO Nesbitt Burns 1991 - 1997
Skills
Due Diligence, Capital Markets, Financial Modeling, Investments, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Equity Trading, Corporate Development, Venture Capital
Education
Ivey Business School at Western University 1985 — 1990
Scotia Capital Vice PresidentBMO Nesbitt BurnsFebruary 1991 - March 1997
BMO Nesbitt Burns 1991 - 1997
Skills
Due Diligence, Capital Markets, Financial Modeling, Investments, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Equity Trading, Corporate Development, Venture Capital
Education
Ivey Business School at Western University 1985 — 1990
Ralph Xia's Scotia Capital Experience February 2008 - Present
Job Senior Consultant at Scotia Capital
Industry Computer Software
Experience
Scotia Capital February 2008 - Present
RBC November 2004 - February 2008
BMO Nesbitt Burns 1998 - 2004
Bank of Nova Scotia May 1997 - April 1998
Education
Fudan University 1988 — 1992
Scotia Capital February 2008 - Present
RBC November 2004 - February 2008
BMO Nesbitt Burns 1998 - 2004
Bank of Nova Scotia May 1997 - April 1998
Education
Fudan University 1988 — 1992
Shannon Hillegeist's Scotia Capital Experience 2004 - 2004
Job .
Industry Oil & Energy
Experience
Quantum Utility Generation LLC September 2013 - Present
AEI Services LLC December 2007 - June 2011
Sweet Stop Mobile Bakeshop 2011 - 2011
Goodpasture Gray 2005 - 2007
Dress for Success Houston 2004 - 2005
Scotia Capital 2004 - 2004
AIM Funds 1999 - 2001
Columbia Energy 1997 - 1999
Skills
Natural Gas, Due Diligence, Energy, Renewable Energy, Joint Ventures, Corporate Law, Finance, Energy Markets, Valuation, Contract Management, Management, Petroleum, Mergers & Acquisitions, Contract Negotiation
Education
Rice University - Jesse H. Jones Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Randolph-Macon College 1993 — 1997
BA
Kinkaid 1980 — 1993
Quantum Utility Generation LLC September 2013 - Present
AEI Services LLC December 2007 - June 2011
Sweet Stop Mobile Bakeshop 2011 - 2011
Goodpasture Gray 2005 - 2007
Dress for Success Houston 2004 - 2005
Scotia Capital 2004 - 2004
AIM Funds 1999 - 2001
Columbia Energy 1997 - 1999
Skills
Natural Gas, Due Diligence, Energy, Renewable Energy, Joint Ventures, Corporate Law, Finance, Energy Markets, Valuation, Contract Management, Management, Petroleum, Mergers & Acquisitions, Contract Negotiation
Education
Rice University - Jesse H. Jones Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Randolph-Macon College 1993 — 1997
BA
Kinkaid 1980 — 1993
Faith Van Wart's Scotia Capital Experience 2003 - 2003
Job Electronic/Desktop Publishing Specialist at CPA Canada
Industry Publishing
Experience
CPA Canada (Chartered Professional Accountants Comptables professionnels agréés) August 2012 - Present
Freelance / Desktop Publishing March 2011 - August 2012
Ontario Power Generation February 2010 - February 2011
CIBC World Markets August 2009 - February 2010
Ontario Power Generation 2008 - 2009
Dundee Securities Corporation 2003 - 2007
Scotia Capital 2003 - 2003
Canaccord Capital 2000 - 2002
Skills
InDesign, Word, Folio Views, PowerPoint, Adobe Acrobat, Microsoft Office, Social Media, Books, Brochures, Newsletters, Loose Leafs, Event Planning, Excel, Research, Photography, Outlook, Layout, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Proofreading, Editing, Publishing
Education
University of Toronto 1991 — 1997
Hons. B.A., History & Women's Studies
George Brown College 1985 — 1996
Desktop Publishing - Graphic Design
CPA Canada (Chartered Professional Accountants Comptables professionnels agréés) August 2012 - Present
Freelance / Desktop Publishing March 2011 - August 2012
Ontario Power Generation February 2010 - February 2011
CIBC World Markets August 2009 - February 2010
Ontario Power Generation 2008 - 2009
Dundee Securities Corporation 2003 - 2007
Scotia Capital 2003 - 2003
Canaccord Capital 2000 - 2002
Skills
InDesign, Word, Folio Views, PowerPoint, Adobe Acrobat, Microsoft Office, Social Media, Books, Brochures, Newsletters, Loose Leafs, Event Planning, Excel, Research, Photography, Outlook, Layout, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Proofreading, Editing, Publishing
Education
University of Toronto 1991 — 1997
Hons. B.A., History & Women's Studies
George Brown College 1985 — 1996
Desktop Publishing - Graphic Design
Harry Amyotte's Scotia Capital Experience
Job Director at Scotia Capital
Industry Financial Services
Experience
Scotia Capital
Skills
Banking, Customer Service, Credit, Loans, Structured Finance
Education
Lawrence University 1981 — 1985
BA, History
New York University - Leonard N. Stern School of Business
Scotia Capital
Skills
Banking, Customer Service, Credit, Loans, Structured Finance
Education
Lawrence University 1981 — 1985
BA, History
New York University - Leonard N. Stern School of Business
Christian Gutierrez's Scotia Capital Experience August 2010 - September 2012
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets October 2012 - December 2013
Scotia Capital August 2010 - September 2012
Hanbros & Company 2009 - May 2010
Goldman Sachs 2009 - 2009
spg3 2006 - 2008
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Capital Markets, Credit Analysis, Deal Structuring, Deal Execution, Credit Portfolio...
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2003
B.S.
RBC Capital Markets December 2013 - Present
RBC Capital Markets October 2012 - December 2013
Scotia Capital August 2010 - September 2012
Hanbros & Company 2009 - May 2010
Goldman Sachs 2009 - 2009
spg3 2006 - 2008
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Capital Markets, Credit Analysis, Deal Structuring, Deal Execution, Credit Portfolio...
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2003
B.S.
Sidra Khan's Scotia Capital Experience 2008 - June 2010
Job Systems Analyst/Project Leader at City of Vaughan
Industry Banking
Experience
City of Vaughan July 2015 - Present
Scotiabank April 2014 - September 2014
Scotiabank June 2010 - April 2014
Scotia Capital 2008 - June 2010
Skills
Business Process..., Business Analysis, Project Management, Collaborative Problem..., Business Process..., Process Improvement, Customer Service, Teamwork, Analysis, Management, User Acceptance Testing, Project Coordination, Project Documentation, Microsoft Office, Leadership, Team Leadership, Project Planning, Data Reconciliation, Reporting & Analysis, Operational Support, Training & Development, Requirements Gathering, Subject Matter Experts, Business Writing, Communication, Document Management, User Documentation, SharePoint, OrgPlus, HRIS Database Management, Process Automation, Relationship Management
Education
University of Toronto 2003 — 2007
Honours Bachelor of Arts, Digital Enterprise Management and Communication Information Technology
Sheridan College 2004 — 2007
Digital Certification, Digital Communications
Humber College 2008 — 2010
Certificate, Project Management
York University - Schulich School of Business 2015 — 2015
Masters Certificate, Business Analysis
City of Vaughan July 2015 - Present
Scotiabank April 2014 - September 2014
Scotiabank June 2010 - April 2014
Scotia Capital 2008 - June 2010
Skills
Business Process..., Business Analysis, Project Management, Collaborative Problem..., Business Process..., Process Improvement, Customer Service, Teamwork, Analysis, Management, User Acceptance Testing, Project Coordination, Project Documentation, Microsoft Office, Leadership, Team Leadership, Project Planning, Data Reconciliation, Reporting & Analysis, Operational Support, Training & Development, Requirements Gathering, Subject Matter Experts, Business Writing, Communication, Document Management, User Documentation, SharePoint, OrgPlus, HRIS Database Management, Process Automation, Relationship Management
Education
University of Toronto 2003 — 2007
Honours Bachelor of Arts, Digital Enterprise Management and Communication Information Technology
Sheridan College 2004 — 2007
Digital Certification, Digital Communications
Humber College 2008 — 2010
Certificate, Project Management
York University - Schulich School of Business 2015 — 2015
Masters Certificate, Business Analysis
Claudio Chappell's Scotia Capital Experience December 1994 - March 2005
Job Vice President at The Blackstone Group / GSO Capital Partners
Industry Investment Banking
Experience
The Blackstone Group April 2007 - Present
Silver Point Capital April 2005 - March 2007
Scotia Capital December 1994 - March 2005
Skills
Hedge Funds, Corporate Finance, Leveraged Finance, Private Equity, Alternative Investments, Asset Management, Portfolio Management, Compliance, Compliance Reporting, Bank Debt, Separately Managed..., SMA, Investments, Systems Analysis, Trading Systems, Equities, Investment Banking
Education
New York Institute of Technology 1998 — 2000
MBA, Finance
Fordham University 1989 — 1993
BS, Business Administration
Holy Cross High School - Flushing, NY 1985 — 1989
The Blackstone Group April 2007 - Present
Silver Point Capital April 2005 - March 2007
Scotia Capital December 1994 - March 2005
Skills
Hedge Funds, Corporate Finance, Leveraged Finance, Private Equity, Alternative Investments, Asset Management, Portfolio Management, Compliance, Compliance Reporting, Bank Debt, Separately Managed..., SMA, Investments, Systems Analysis, Trading Systems, Equities, Investment Banking
Education
New York Institute of Technology 1998 — 2000
MBA, Finance
Fordham University 1989 — 1993
BS, Business Administration
Holy Cross High School - Flushing, NY 1985 — 1989
Sean Robitaille's Scotia Capital Experience 1996 - 2006
Job CoHead & Managing Director, Manulife Capital Markets
Industry Financial Services
Experience
Manulife Capital Markets January 2006 - Present
Markland Street Asset Management Inc. January 2006 - November 2009
Desana Capital Partners August 2006 - August 2008
Scotia Capital 1996 - 2006
Skills
Corporate Development, Strategic Planning, Financial Modeling, Financial Structuring, Valuation, Portfolio Management, Business Planning, Fixed Income, Investment Advisory, Entrepreneurship, Alternative Investments, Asset Managment, Structured Products, IPO, Start-ups, Asset Management, Financial Services
Education
Ivey Business School at Western University 1986 — 1990
HBA, Business Administration
Western University 1986 — 1990
HBA, Business Administration
Manulife Capital Markets January 2006 - Present
Markland Street Asset Management Inc. January 2006 - November 2009
Desana Capital Partners August 2006 - August 2008
Scotia Capital 1996 - 2006
Skills
Corporate Development, Strategic Planning, Financial Modeling, Financial Structuring, Valuation, Portfolio Management, Business Planning, Fixed Income, Investment Advisory, Entrepreneurship, Alternative Investments, Asset Managment, Structured Products, IPO, Start-ups, Asset Management, Financial Services
Education
Ivey Business School at Western University 1986 — 1990
HBA, Business Administration
Western University 1986 — 1990
HBA, Business Administration
Stephen Anderson, CA MBA's Scotia Capital Experience 2001 - 2006
Job Vice President, Equity Derivatives and Collateral Management at HOOPP
Industry Investment Management
Experience
HOOPP (Healthcare of Ontario Pension Plan) September 2015 - Present
Healthcare of Ontario Pension Plan (HOOPP) March 2006 - September 2015
Scotia Capital 2001 - 2006
Canaccord Genuity Inc. April 2000 - October 2001
ABN AMRO Bank N.V. 1996 - 2000
Cantor Fitzgerald 1995 - 1996
Ernst & Young 1992 - 1995
Skills
Fixed Income, Derivatives, Portfolio Management, Pensions, Funding, Equities, Investments, Asset Management, Financial Markets, Equity Derivatives
Education
University of Toronto - Rotman School of Management 1991 — 1993
MBA, CA
Huron University College 1987 — 1991
The University of Western Ontario 1987 — 1991
ACS
HOOPP (Healthcare of Ontario Pension Plan) September 2015 - Present
Healthcare of Ontario Pension Plan (HOOPP) March 2006 - September 2015
Scotia Capital 2001 - 2006
Canaccord Genuity Inc. April 2000 - October 2001
ABN AMRO Bank N.V. 1996 - 2000
Cantor Fitzgerald 1995 - 1996
Ernst & Young 1992 - 1995
Skills
Fixed Income, Derivatives, Portfolio Management, Pensions, Funding, Equities, Investments, Asset Management, Financial Markets, Equity Derivatives
Education
University of Toronto - Rotman School of Management 1991 — 1993
MBA, CA
Huron University College 1987 — 1991
The University of Western Ontario 1987 — 1991
ACS
Edgar Ruiz's Scotia Capital Experience 2002 - 2010
Job Latin America Credit Markets at Informa Global Markets
Industry Capital Markets
Experience
Informa Global Markets 2014 - Present
Scotiabank Global Banking and Markets 2010 - 2014
Scotia Capital 2002 - 2010
Grupo Iusacell 2000 - 2002
Skills
Debt Capital Markets, Investment Banking, Liability Management, Corporate Finance, Financial Modeling, Structured Finance, Valuation, Risk Management, Emerging Markets, Credit Analysis, Equities, Financial Structuring, Capital Markets, Credit Risk, Latin America, Derivatives, Strategic Financial..., Project Finance, Portfolio Management, Financial Planning, Bloomberg, Banking
Education
Instituto Tecnológico Autónomo de México 2007 — 2009
Master of Business Administration (MBA), Finance, General
Universidad Iberoamericana, Ciudad de México 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration
Centro Universitario Mexico
Informa Global Markets 2014 - Present
Scotiabank Global Banking and Markets 2010 - 2014
Scotia Capital 2002 - 2010
Grupo Iusacell 2000 - 2002
Skills
Debt Capital Markets, Investment Banking, Liability Management, Corporate Finance, Financial Modeling, Structured Finance, Valuation, Risk Management, Emerging Markets, Credit Analysis, Equities, Financial Structuring, Capital Markets, Credit Risk, Latin America, Derivatives, Strategic Financial..., Project Finance, Portfolio Management, Financial Planning, Bloomberg, Banking
Education
Instituto Tecnológico Autónomo de México 2007 — 2009
Master of Business Administration (MBA), Finance, General
Universidad Iberoamericana, Ciudad de México 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration
Centro Universitario Mexico
Michael Doumet's Scotia Capital Experience June 2011 - Present
Job Equity Research at Scotia Capital
Industry Media Production
Experience
Scotia Capital June 2011 - Present
Yellow Pages Group August 2009 - June 2011
WorldWide Aero Consulting Services November 2008 - July 2009
Lazard July 2008 - October 2008
BMO Capital Markets May 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Investments, Private Equity, Corporate Finance
Education
McGill University 2005 — 2008
Bachelor's Degree, Finance, 3.75
Scotia Capital June 2011 - Present
Yellow Pages Group August 2009 - June 2011
WorldWide Aero Consulting Services November 2008 - July 2009
Lazard July 2008 - October 2008
BMO Capital Markets May 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Investments, Private Equity, Corporate Finance
Education
McGill University 2005 — 2008
Bachelor's Degree, Finance, 3.75
Amelie C. Belanger's Scotia Capital Experience April 2009 - Present
Job Associate at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital April 2009 - Present
Bank of America September 2008 - March 2009
Skills
Derivatives
Education
University of Waterloo 2002 — 2008
PhD, Computer Science
University of Waterloo 2000 — 2002
M.Math., Applied Mathematics
McGill University 1997 — 2000
B.Sc., Major in Mathematics, Minor in Computer Science
Scotia Capital April 2009 - Present
Bank of America September 2008 - March 2009
Skills
Derivatives
Education
University of Waterloo 2002 — 2008
PhD, Computer Science
University of Waterloo 2000 — 2002
M.Math., Applied Mathematics
McGill University 1997 — 2000
B.Sc., Major in Mathematics, Minor in Computer Science
Fred Garcia's Scotia Capital Experience 2006 - 2008
Job Equity Research Healthcare Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2010 - 2015
Scotia Capital 2006 - 2008
Merck Frosst June 2005 - September 2005
MJ Research 1999 - 2003
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Capital Markets, Due Diligence, Business Strategy, Data Analysis, Bloomberg, Business Valuation, Mergers, Analysis, Project Management, Equities, Market Research, Research, Equity Capital Markets, Biotechnology, Equity Valuation, Medical Devices, Pharmaceutical Industry, Mergers & Acquisitions
Education
Texas A&M University
BS & BA, Genetics and Biololgy
The University of Western Ontario - Richard Ivey School of Business
MBA
RBC Capital Markets 2010 - 2015
Scotia Capital 2006 - 2008
Merck Frosst June 2005 - September 2005
MJ Research 1999 - 2003
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Capital Markets, Due Diligence, Business Strategy, Data Analysis, Bloomberg, Business Valuation, Mergers, Analysis, Project Management, Equities, Market Research, Research, Equity Capital Markets, Biotechnology, Equity Valuation, Medical Devices, Pharmaceutical Industry, Mergers & Acquisitions
Education
Texas A&M University
BS & BA, Genetics and Biololgy
The University of Western Ontario - Richard Ivey School of Business
MBA
Mark Hoogeveen's Scotia Capital Experience July 1993 - January 2006
Job Director, Debt Capital Markets at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets February 2013 - Present
Macquarie Capital Markets Canada August 2012 - February 2013
Cormark Securities January 2011 - August 2012
RBC Capital Markets January 2006 - December 2010
Scotia Capital July 1993 - January 2006
Skills
Investments, Equity Research, Capital Markets, Institutional, Asset Managment, Financial Analysis, Equity Sales, Asset Management, Financial Modeling, Mergers, Equities, Portfolio Management, Hedge Funds, Bloomberg, Investment Banking
Education
Ivey Business School at Western University 1995 — 1996
MBA, business
Western University 1985 — 1989
HBA, Business
RBC Capital Markets February 2013 - Present
Macquarie Capital Markets Canada August 2012 - February 2013
Cormark Securities January 2011 - August 2012
RBC Capital Markets January 2006 - December 2010
Scotia Capital July 1993 - January 2006
Skills
Investments, Equity Research, Capital Markets, Institutional, Asset Managment, Financial Analysis, Equity Sales, Asset Management, Financial Modeling, Mergers, Equities, Portfolio Management, Hedge Funds, Bloomberg, Investment Banking
Education
Ivey Business School at Western University 1995 — 1996
MBA, business
Western University 1985 — 1989
HBA, Business
Joseph Galzerano's Scotia Capital Experience 1998 - 2000
Job Assistant Portfolio Manager at Muzinich & Co
Industry Investment Management
Experience
Muzinich & Co June 2010 - Present
Cohen and Company February 2010 - June 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2004 - 2009
Morgan Joseph 2003 - 2004
CIBC World Markets 2000 - 2002
Scotia Capital 1998 - 2000
Citicorp 1994 - 1998
Citibank 1989 - 1994
Skills
Credit, Investments, Corporate Finance, Portfolio Management, Valuation, Finance, Credit Analysis, Trading, Equities, High Yield, Financial Risk, Analysis
Education
Fordham Gabelli School of Business
MBA, Corporate Finance
Manhattan College 1981 — 1985
B.S., Accounting
Muzinich & Co June 2010 - Present
Cohen and Company February 2010 - June 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2004 - 2009
Morgan Joseph 2003 - 2004
CIBC World Markets 2000 - 2002
Scotia Capital 1998 - 2000
Citicorp 1994 - 1998
Citibank 1989 - 1994
Skills
Credit, Investments, Corporate Finance, Portfolio Management, Valuation, Finance, Credit Analysis, Trading, Equities, High Yield, Financial Risk, Analysis
Education
Fordham Gabelli School of Business
MBA, Corporate Finance
Manhattan College 1981 — 1985
B.S., Accounting
Douglas Ruby's Scotia Capital Experience 1997 - February 2006
Job Independent Consultant
Industry Banking
Experience
CEIS Review Inc. February 2012 - Present
Five Star Advisers June 2009 - February 2012
SMBC Real Estate and Construction Lending February 2006 - June 2009
Scotia Capital 1997 - February 2006
Scotia Capital 1992 - 1997
Skills
Due Diligence, Structuring, Debt, Real Estate, Mortgage, Management of Financial..., Gap Analysis, Financial Advisory, Financial Structuring, Mortgage Lending, Negotiation, Portfolio Management, Restructuring, Banking, Management, New Business Development, Commercial Real Estate, Investment Banking, Finance, Capital Markets, Syndications, Equities, Loans, Financial Services, Real Estate Transactions, Credit Analysis, Valuation, Asset Management, Structured Finance, Credit, Investments, Private Equity, Financial Analysis, Commercial Banking, Corporate Finance, Real Estate Economics, Leveraged Finance, Project Finance, Financial Risk, Financial Modeling, Credit Risk, Commercial Lending, Loan Origination, Underwriting, Risk Management
Education
The University of Western Ontario - Richard Ivey School of Business
MBA (Ivey), Finance
Queen's University
Bachelor of Commerce (Honors), Finance and Marketing
The Institute of Canadian Bankers
Fellow of the Institute of Canadian Bankers
CEIS Review Inc. February 2012 - Present
Five Star Advisers June 2009 - February 2012
SMBC Real Estate and Construction Lending February 2006 - June 2009
Scotia Capital 1997 - February 2006
Scotia Capital 1992 - 1997
Skills
Due Diligence, Structuring, Debt, Real Estate, Mortgage, Management of Financial..., Gap Analysis, Financial Advisory, Financial Structuring, Mortgage Lending, Negotiation, Portfolio Management, Restructuring, Banking, Management, New Business Development, Commercial Real Estate, Investment Banking, Finance, Capital Markets, Syndications, Equities, Loans, Financial Services, Real Estate Transactions, Credit Analysis, Valuation, Asset Management, Structured Finance, Credit, Investments, Private Equity, Financial Analysis, Commercial Banking, Corporate Finance, Real Estate Economics, Leveraged Finance, Project Finance, Financial Risk, Financial Modeling, Credit Risk, Commercial Lending, Loan Origination, Underwriting, Risk Management
Education
The University of Western Ontario - Richard Ivey School of Business
MBA (Ivey), Finance
Queen's University
Bachelor of Commerce (Honors), Finance and Marketing
The Institute of Canadian Bankers
Fellow of the Institute of Canadian Bankers
Gordon Homer's Scotia Capital Experience 1997 - 2004
Job President at Gordon J. Homer Advisory Services
Industry Investment Banking
Experience
Gordon J. Homer Advisory Services 2004 - Present
Scotia Capital 1997 - 2004
Gordon J. Homer Inc. 1990 - 1997
CIBC Wood Gundy 1971 - 1990
Skills
Private Equity, Venture Capital, Mergers, Capital Markets, Corporate Finance, Leadership, Business Development, Financial Modeling, Strategy, Board of Directors, Governance, Audit Committee, Human Resources, Non-profit Leadership, Restructuring, Finance, Investment Banking, Executive Management, IPO, Banking
Education
Harvard Business School 1969 — 1971
Master of Business Administration (MBA)
University of Toronto 1965 — 1969
Bachelor of Applied Science (BASc), Industrial Engineering, 1st in Class
Gordon J. Homer Advisory Services 2004 - Present
Scotia Capital 1997 - 2004
Gordon J. Homer Inc. 1990 - 1997
CIBC Wood Gundy 1971 - 1990
Skills
Private Equity, Venture Capital, Mergers, Capital Markets, Corporate Finance, Leadership, Business Development, Financial Modeling, Strategy, Board of Directors, Governance, Audit Committee, Human Resources, Non-profit Leadership, Restructuring, Finance, Investment Banking, Executive Management, IPO, Banking
Education
Harvard Business School 1969 — 1971
Master of Business Administration (MBA)
University of Toronto 1965 — 1969
Bachelor of Applied Science (BASc), Industrial Engineering, 1st in Class
Philippe A. Bouchard's Scotia Capital Experience May 2009 - August 2009
Job Manager Private Equity at PSP Investments
Industry Financial Services
Experience
PSP Investments 2015 - Present
Baird Capital 2015 - 2015
Scotiabank 2012 - 2014
Scotiabank 2010 - 2012
Scotia Capital May 2009 - August 2009
iNFiNi-T May 2008 - September 2008
Skills
Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Banking, Equity Research, Capital Markets, Corporate Finance, Valuation, Finance, Equities, Portfolio Management, Derivatives, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Université de Montréal - HEC Montréal 2007 — 2010
BBA, Finance
Collège Jean-de-Brébeuf 2005 — 2007
International Studies
PSP Investments 2015 - Present
Baird Capital 2015 - 2015
Scotiabank 2012 - 2014
Scotiabank 2010 - 2012
Scotia Capital May 2009 - August 2009
iNFiNi-T May 2008 - September 2008
Skills
Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Banking, Equity Research, Capital Markets, Corporate Finance, Valuation, Finance, Equities, Portfolio Management, Derivatives, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Université de Montréal - HEC Montréal 2007 — 2010
BBA, Finance
Collège Jean-de-Brébeuf 2005 — 2007
International Studies
Stacy Rosen's Scotia Capital Experience 2000 - 2000
Job Capital Markets Professional
Industry Financial Services
Experience
SoZo Advisors 2009 - Present
Citibank Canada 2004 - 2009
Scotia Capital Europe 2001 - 2004
Scotia Capital 2000 - 2000
Scotia Capital 1992 - 2000
Education
INSEAD 2000 — 2001
MBA
University of Toronto - Rotman School of Management 1987 — 1992
BCOM, Economics and Finance
SoZo Advisors 2009 - Present
Citibank Canada 2004 - 2009
Scotia Capital Europe 2001 - 2004
Scotia Capital 2000 - 2000
Scotia Capital 1992 - 2000
Education
INSEAD 2000 — 2001
MBA
University of Toronto - Rotman School of Management 1987 — 1992
BCOM, Economics and Finance
Daniel Merizzi's Scotia Capital Experience January 2010 - July 2010
Job Senior Business Analyst at Rogers Communications
Industry Information Technology and Services
Experience
Rogers Communications Senior Business AnalystGreater Toronto Airports AuthoritySeptember 2012 - November 2013
CGI March 2012 - June 2012
TD Securities September 2010 - March 2012
Scotia Capital January 2010 - July 2010
Dynamex 2009 - 2009
TD Securities 2005 - 2007
TD Securities February 2002 - June 2005
GO Transit October 1998 - July 2001
CCL Custom Mfg. 1995 - 1998
Skills
Liaison, Business Analysis, Business Process, Analysis, Gap Analysis, Project Planning, User Acceptance Testing, Project Management, Requirements Gathering, Vendor Management, SDLC, Business Requirements, Requirements Analysis, IT Strategy, Partnering, PMO, Testing, Visio, Cross-functional Team..., Systems Analysis
Education
York University - Schulich School of Business 2010 — 2010
Masters Certificate in Business Analysis, Business
Humber College 2003 — 2003
Project Management Fundamentals
Humber College 2002 — 2002
Intro to Psychology
Institute for Computer Studies 1991 — 1992
Diploma, Computer programming and analysis
St. Thomas More 1973 — 1979
Rogers Communications Senior Business AnalystGreater Toronto Airports AuthoritySeptember 2012 - November 2013
CGI March 2012 - June 2012
TD Securities September 2010 - March 2012
Scotia Capital January 2010 - July 2010
Dynamex 2009 - 2009
TD Securities 2005 - 2007
TD Securities February 2002 - June 2005
GO Transit October 1998 - July 2001
CCL Custom Mfg. 1995 - 1998
Skills
Liaison, Business Analysis, Business Process, Analysis, Gap Analysis, Project Planning, User Acceptance Testing, Project Management, Requirements Gathering, Vendor Management, SDLC, Business Requirements, Requirements Analysis, IT Strategy, Partnering, PMO, Testing, Visio, Cross-functional Team..., Systems Analysis
Education
York University - Schulich School of Business 2010 — 2010
Masters Certificate in Business Analysis, Business
Humber College 2003 — 2003
Project Management Fundamentals
Humber College 2002 — 2002
Intro to Psychology
Institute for Computer Studies 1991 — 1992
Diploma, Computer programming and analysis
St. Thomas More 1973 — 1979
Eric Otsuki's Scotia Capital Experience 1996 - 2004
Job Managing Director Portfolio Management at Scotiabank
Industry Banking
Experience
Scotiabank 2014 - Present
Scotiabank 2006 - 2014
Scotiabank 2004 - 2006
Scotia Capital 1996 - 2004
Skills
Fixed Income Trading, Interest Rate..., Exotic Derivatives, Trading, Capital Markets, Options, Derivatives, Swaps, Alpha, Fixed Income, Emerging Markets, Financial Markets, Financial Risk, Hedging, Investments, Portfolio Management, Risk Management, Securitization, Market Risk
Education
Ivey Business School at Western University
Ivey Leadership Program
University of Toronto
Scotiabank 2014 - Present
Scotiabank 2006 - 2014
Scotiabank 2004 - 2006
Scotia Capital 1996 - 2004
Skills
Fixed Income Trading, Interest Rate..., Exotic Derivatives, Trading, Capital Markets, Options, Derivatives, Swaps, Alpha, Fixed Income, Emerging Markets, Financial Markets, Financial Risk, Hedging, Investments, Portfolio Management, Risk Management, Securitization, Market Risk
Education
Ivey Business School at Western University
Ivey Leadership Program
University of Toronto
Jonathan Gagnon's Scotia Capital Experience 2001 - 2007
Job CEO at Aria Chemicals Group
Industry Chemicals
Experience
Aria Chemicals Group 2013 - Present
National Bank Financial July 2010 - December 2011
Rothschild 2007 - 2009
Scotia Capital 2001 - 2007
Skills
Investment Banking, Restructuring, Corporate Finance, Venture Capital, Private Placements, Valuation, Financial Modeling, Equities, Private Equity, Mergers & Acquisitions, Mergers
Education
Canadian Securities Institute 2000 — 2000
Canadian Securities Course
McGill University 1997 — 2000
BCom, Finance, Management Science
Aria Chemicals Group 2013 - Present
National Bank Financial July 2010 - December 2011
Rothschild 2007 - 2009
Scotia Capital 2001 - 2007
Skills
Investment Banking, Restructuring, Corporate Finance, Venture Capital, Private Placements, Valuation, Financial Modeling, Equities, Private Equity, Mergers & Acquisitions, Mergers
Education
Canadian Securities Institute 2000 — 2000
Canadian Securities Course
McGill University 1997 — 2000
BCom, Finance, Management Science
SHANEZ WEERASINGHE's Scotia Capital Experience 2007 - 2012
Job SENIOR MANAGER, WEALTH MANAGEMENT PROJECT DELIVERY at Scotiabank
Industry Banking
Experience
Scotiabank January 2013 - Present
Scotia Capital 2007 - 2012
Skills
Financial Analysis, Process Improvement, Excel, Financial Reporting, Variance Analysis, Derivatives, SOX, Communication and..., Accounting, MIS, Cost Analysis, Sarbanes-Oxley Act, Banking, Microsoft Excel, Financial Modeling, Risk Management, Business Analysis, Cost Benefit
Education
Humber College 1982 — 1983
Diploma in Computer Programming
St Bridgets Convent
Scotiabank January 2013 - Present
Scotia Capital 2007 - 2012
Skills
Financial Analysis, Process Improvement, Excel, Financial Reporting, Variance Analysis, Derivatives, SOX, Communication and..., Accounting, MIS, Cost Analysis, Sarbanes-Oxley Act, Banking, Microsoft Excel, Financial Modeling, Risk Management, Business Analysis, Cost Benefit
Education
Humber College 1982 — 1983
Diploma in Computer Programming
St Bridgets Convent
Rob Kleinman's Scotia Capital Experience January 2002 - December 2014
Job Senior Director, Real Estate Risk Management
Industry Banking
Experience
CIBC 2015 - Present
Scotia Capital January 2002 - December 2014
Skills
Management, Financial Modeling, Capital Markets, Corporate Finance, Banking, Financial Analysis, Risk Management, Strategic Planning, Leadership, Mergers & Acquisitions
Education
York University - Schulich School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
McGill University 1994 — 1997
Bachelor of Laws (LLB), Law
CIBC 2015 - Present
Scotia Capital January 2002 - December 2014
Skills
Management, Financial Modeling, Capital Markets, Corporate Finance, Banking, Financial Analysis, Risk Management, Strategic Planning, Leadership, Mergers & Acquisitions
Education
York University - Schulich School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
McGill University 1994 — 1997
Bachelor of Laws (LLB), Law
Natalia Gruia's Scotia Capital Experience February 2011 - June 2011
Job Senior QA Consultant
Industry Banking
Experience
Adastra August 2011 - Present
CIBC - Wealth Management Technology May 2014 - May 2015
Vale April 2013 - May 2014
RSA Canada November 2012 - March 2013
Loblaw Companies Limited August 2012 - November 2012
Shoppers Drug Mart August 2012 - August 2012
Toronto Hydro April 2012 - June 2012
Bank of Montreal August 2011 - February 2012
Scotia Capital February 2011 - June 2011
IBM Global Business Services June 2010 - August 2010
Skills
Test Planning, User Acceptance Testing, SQL, Regression Testing, HP Quality Center, Testing, Quality Center, Software Quality..., Test Strategy, Defect Tracking, Data Warehousing, XML, Manual Testing, Test Execution, HPQC, Banking, Teradata, DB2/SQL, Mainframe, Technical Analysis, Team Leadership, JCL, Full SDLC, CSTB Certified Tester,..., White Box Testing, Black Box Testing, Unit Testing, Integration Testing, System..., Performance Testing, Operational Testing, Post Implementation..., Executing Test Plans, System Integration..., End to End Testing, QTP, DB2, Oracle SQL
Education
Humber College
Computer Programmer Analyst Diploma
Adastra August 2011 - Present
CIBC - Wealth Management Technology May 2014 - May 2015
Vale April 2013 - May 2014
RSA Canada November 2012 - March 2013
Loblaw Companies Limited August 2012 - November 2012
Shoppers Drug Mart August 2012 - August 2012
Toronto Hydro April 2012 - June 2012
Bank of Montreal August 2011 - February 2012
Scotia Capital February 2011 - June 2011
IBM Global Business Services June 2010 - August 2010
Skills
Test Planning, User Acceptance Testing, SQL, Regression Testing, HP Quality Center, Testing, Quality Center, Software Quality..., Test Strategy, Defect Tracking, Data Warehousing, XML, Manual Testing, Test Execution, HPQC, Banking, Teradata, DB2/SQL, Mainframe, Technical Analysis, Team Leadership, JCL, Full SDLC, CSTB Certified Tester,..., White Box Testing, Black Box Testing, Unit Testing, Integration Testing, System..., Performance Testing, Operational Testing, Post Implementation..., Executing Test Plans, System Integration..., End to End Testing, QTP, DB2, Oracle SQL
Education
Humber College
Computer Programmer Analyst Diploma
Soraya Lozano Romani's Scotia Capital Experience June 2010 - January 2011
Job Senior Financial Analyst at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group February 2011 - Present
Scotia Capital June 2010 - January 2011
Scotia Capital November 2007 - May 2010
Scotia Capital April 2007 - October 2007
Skills
Wealth Management, Strategic Financial..., Financial Analysis, Banking, SAP FI, Risk Management, Mutual Funds, Financial Services, Investments, Finance, Financial Modeling, Portfolio Management, Credit, Corporate Finance, Relationship Management, Retail Banking, Credit Analysis, Investment Advisory, Private Banking, Securities, Asset Management, Investment Strategies
Education
Humber College 2005 — 2007
Business Management - Financial Services
Universidad Nacional Federico Villarreal 1998 — 2002
Industrial Engineering
Scotia Private Client Group February 2011 - Present
Scotia Capital June 2010 - January 2011
Scotia Capital November 2007 - May 2010
Scotia Capital April 2007 - October 2007
Skills
Wealth Management, Strategic Financial..., Financial Analysis, Banking, SAP FI, Risk Management, Mutual Funds, Financial Services, Investments, Finance, Financial Modeling, Portfolio Management, Credit, Corporate Finance, Relationship Management, Retail Banking, Credit Analysis, Investment Advisory, Private Banking, Securities, Asset Management, Investment Strategies
Education
Humber College 2005 — 2007
Business Management - Financial Services
Universidad Nacional Federico Villarreal 1998 — 2002
Industrial Engineering
Navtej Sidhu's Scotia Capital Experience April 2011 - Present
Job Associate Director, Investment Banking at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital April 2011 - Present
Desjardins Securities May 2010 - April 2011
Anheuser-Busch InBev January 2007 - May 2009
Accenture May 2006 - January 2007
Education
Ivey Business School at Western University 2009 — 2010
Master of Business Administration
McMaster University 2001 — 2006
Bachelor of Engineering, Computer Engineering
Scotia Capital April 2011 - Present
Desjardins Securities May 2010 - April 2011
Anheuser-Busch InBev January 2007 - May 2009
Accenture May 2006 - January 2007
Education
Ivey Business School at Western University 2009 — 2010
Master of Business Administration
McMaster University 2001 — 2006
Bachelor of Engineering, Computer Engineering
Chris Horvatin's Scotia Capital Experience May 2008 - August 2008
Job Trader, Funding and Liquidity at RBC
Industry Financial Services
Experience
RBC May 2013 - Present
RBC Capital Markets August 2011 - Present
BMO Capital Markets May 2010 - August 2010
Scotia Capital May 2008 - August 2008
Scotia Capital May 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Commodity, Bonds, Equity Derivatives, FX Options, Technical Analysis, Trading Systems
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
HBA
The University of Western Ontario 2007 — 2009
Business Management and Organizational Studies
Canadian Securities Institute® (CSI)
RBC May 2013 - Present
RBC Capital Markets August 2011 - Present
BMO Capital Markets May 2010 - August 2010
Scotia Capital May 2008 - August 2008
Scotia Capital May 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Commodity, Bonds, Equity Derivatives, FX Options, Technical Analysis, Trading Systems
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
HBA
The University of Western Ontario 2007 — 2009
Business Management and Organizational Studies
Canadian Securities Institute® (CSI)
Hira Verma's Scotia Capital Experience 2011 - Present
Job Director at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital 2011 - Present
MarketingMILE Inc. 2009 - 2011
Deutsche Bank Securities 2004 - 2008
Nestle 2003 - 2004
Procter & Gamble 1998 - 2000
Skills
Investment Banking, Financial Modeling, Business Strategy, Corporate Finance, Financial Analysis, Strategy, Valuation, Mergers, Competitive Analysis, Private Equity, Emerging Markets, Venture Capital, Mergers & Acquisitions, Investments
Education
Harvard Business School 2001 — 2002
MBA, Business
York University - Schulich School of Business 1994 — 1998
BBA, Marketing
Scotia Capital 2011 - Present
MarketingMILE Inc. 2009 - 2011
Deutsche Bank Securities 2004 - 2008
Nestle 2003 - 2004
Procter & Gamble 1998 - 2000
Skills
Investment Banking, Financial Modeling, Business Strategy, Corporate Finance, Financial Analysis, Strategy, Valuation, Mergers, Competitive Analysis, Private Equity, Emerging Markets, Venture Capital, Mergers & Acquisitions, Investments
Education
Harvard Business School 2001 — 2002
MBA, Business
York University - Schulich School of Business 1994 — 1998
BBA, Marketing
Kayren Horvath's Scotia Capital Experience 2010 - 2010
Job Property Manager at H&R Property Management
Industry Government Administration
Experience
H&R Property Management May 2011 - December 2011
Scotia Capital 2010 - 2010
Region of Peel May 1991 - April 2009
Skills
Access, Budgets, Event Planning, Management, Research, Training, Contract Negotiation, Contract Management, Property, Public Speaking, Sales, Customer Service, Negotiation, Property Management, Team Building, Time Management, Social Media, Strategic Planning, Event Management, Leadership, Fundraising, Real Estate
Education
Humber College 2010 — 2012
Event Management, Event Planning, Volunteer Management
H&R Property Management May 2011 - December 2011
Scotia Capital 2010 - 2010
Region of Peel May 1991 - April 2009
Skills
Access, Budgets, Event Planning, Management, Research, Training, Contract Negotiation, Contract Management, Property, Public Speaking, Sales, Customer Service, Negotiation, Property Management, Team Building, Time Management, Social Media, Strategic Planning, Event Management, Leadership, Fundraising, Real Estate
Education
Humber College 2010 — 2012
Event Management, Event Planning, Volunteer Management
R. Yael Klein's Scotia Capital Experience May 2010 - August 2010
Job Student at University of Toronto
Industry Investment Management
Experience
Prime Quadrant LP August 2012 - May 2014
Desautels Capital Management September 2010 - May 2012
McGill University September 2011 - December 2011
Fortissimo Capital May 2011 - July 2011
Scotia Capital May 2010 - August 2010
Indie Pool August 2009 - September 2009
Skills
Capital IQ, Financial Analysis, Bloomberg, Financial Modeling, Investment Research, Alternative Investments, Hedge Funds, Equity Valuation, Valuation, Capital Markets, Equity Research, Equities, Bloomberg Terminal, Business Valuation, Investment Banking
Education
University of Toronto 2014 — 2015
Sciences
McGill University 2008 — 2012
Bachelor of Commerce, Honours in Investment Management
Prime Quadrant LP August 2012 - May 2014
Desautels Capital Management September 2010 - May 2012
McGill University September 2011 - December 2011
Fortissimo Capital May 2011 - July 2011
Scotia Capital May 2010 - August 2010
Indie Pool August 2009 - September 2009
Skills
Capital IQ, Financial Analysis, Bloomberg, Financial Modeling, Investment Research, Alternative Investments, Hedge Funds, Equity Valuation, Valuation, Capital Markets, Equity Research, Equities, Bloomberg Terminal, Business Valuation, Investment Banking
Education
University of Toronto 2014 — 2015
Sciences
McGill University 2008 — 2012
Bachelor of Commerce, Honours in Investment Management
Patricia Cernes-Banner, CPA, CA, CBV's Scotia Capital Experience November 2006 - December 2013
Job Associate, Corporate Banking at Scotiabank Global Banking and Markets
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets January 2014 - Present
Scotia Capital November 2006 - December 2013
Deloitte & Touche 2002 - 2006
Skills
Financial Modeling, Business Valuation, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Capital IQ, Research, Microsoft Office, Mining, Capital Markets, Equity Valuation, Equities
Education
McGill University 1998 — 2002
BComm, Accounting
Scotiabank Global Banking and Markets January 2014 - Present
Scotia Capital November 2006 - December 2013
Deloitte & Touche 2002 - 2006
Skills
Financial Modeling, Business Valuation, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Capital IQ, Research, Microsoft Office, Mining, Capital Markets, Equity Valuation, Equities
Education
McGill University 1998 — 2002
BComm, Accounting
Lizzie Luo's Scotia Capital Experience April 2011 - Present
Job Manager, Analysis and Software Development at Scotiabank
Industry Computer Software
Experience
Scotiabank December 2013 - Present
Scotia Capital April 2011 - Present
SS&C Technologies January 2008 - April 2011
Skills
Business Analysis, Visio, SDLC, SQL, Project Management, Business Process..., Analysis, Business Process, Account Reconciliation, Software Documentation, .NET, Visual Studio, SSIS, SSRS, Business Intelligence
Education
York University 2010 — 2013
M.A., Information Systems & Technology
York University 2006 — 2008
BA Honours, ITEC
Humber College 2004 — 2005
Post Grad. Certificate, Interactive Multimedia
Scotiabank December 2013 - Present
Scotia Capital April 2011 - Present
SS&C Technologies January 2008 - April 2011
Skills
Business Analysis, Visio, SDLC, SQL, Project Management, Business Process..., Analysis, Business Process, Account Reconciliation, Software Documentation, .NET, Visual Studio, SSIS, SSRS, Business Intelligence
Education
York University 2010 — 2013
M.A., Information Systems & Technology
York University 2006 — 2008
BA Honours, ITEC
Humber College 2004 — 2005
Post Grad. Certificate, Interactive Multimedia
Benjamin McHenry's Scotia Capital Experience August 2010 - September 2014
Job Business Analyst at Legal Aid Ontario
Industry Legal Services
Experience
Legal Aid Ontario October 2014 - Present
York University August 2013 - September 2014
Scotia Capital August 2010 - September 2014
E*TRADE Canada December 2008 - August 2010
MRS Inc December 2007 - December 2008
Skills
Trading, Options, Investments, Equities, Fixed Income, Risk Management, Derivatives, Portfolio Management, Bloomberg, Financial Markets, Health Economics, Ecosystems approaches, Valuation, Quantitative Analytics, Financial Modeling, Financial Analysis, Research
Education
York University 2013 — 2014
Master of Arts (MA), Economics
McGill University 2002 — 2006
Bachelor of Arts (BA), Economics
Legal Aid Ontario October 2014 - Present
York University August 2013 - September 2014
Scotia Capital August 2010 - September 2014
E*TRADE Canada December 2008 - August 2010
MRS Inc December 2007 - December 2008
Skills
Trading, Options, Investments, Equities, Fixed Income, Risk Management, Derivatives, Portfolio Management, Bloomberg, Financial Markets, Health Economics, Ecosystems approaches, Valuation, Quantitative Analytics, Financial Modeling, Financial Analysis, Research
Education
York University 2013 — 2014
Master of Arts (MA), Economics
McGill University 2002 — 2006
Bachelor of Arts (BA), Economics
Anne Qin, CFA's Scotia Capital Experience July 2006 - March 2010
Job Business Analyst Specialist at Scotiabank
Industry Banking
Experience
Scotiabank July 2011 - Present
TD March 2010 - July 2011
Scotia Capital July 2006 - March 2010
Skills
Derivatives, Capital Markets, Business Requirements, Fixed Income, Business Analysis, Banking, Requirements Gathering, Credit Risk, Financial Modeling, Investment Banking, Equities, SDLC, Risk Management, Market Risk, FX Options
Education
University of Toronto 2002 — 2006
Bachelor of Commerce (B.Com.), Economics
CFA Institute
Fudan University
Computer Science
Shanghai International Studies University
English
Scotiabank July 2011 - Present
TD March 2010 - July 2011
Scotia Capital July 2006 - March 2010
Skills
Derivatives, Capital Markets, Business Requirements, Fixed Income, Business Analysis, Banking, Requirements Gathering, Credit Risk, Financial Modeling, Investment Banking, Equities, SDLC, Risk Management, Market Risk, FX Options
Education
University of Toronto 2002 — 2006
Bachelor of Commerce (B.Com.), Economics
CFA Institute
Fudan University
Computer Science
Shanghai International Studies University
English
Lee Berger's Scotia Capital Experience August 2009 - January 2012
Job Vice President, Langara Group & Vendian Capital Management
Industry Investment Management
Experience
Vendian Capital Management May 2015 - Present
Langara Group January 2012 - Present
North Toronto Baseball Camp September 2006 - Present
Care Chairs - Home Health November 2003 - Present
ERGO Capital Partners July 2013 - Present
WinJunkie August 2011 - November 2013
Scotia Capital August 2009 - January 2012
Scotia Capital April 2009 - July 2009
Brixon Solutions July 2006 - July 2009
Skills
Strategy, Equities, Portfolio Management, Investments, Energy, Data Analysis, Finance, Market Research, Hedge Funds, Capital Markets, Trading, Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Due Diligence, Fixed Income, Financial Analysis
Education
Ivey Business School at Western University 2005 — 2009
HBA
Canadian Securities Institute 2008 — 2010
PDO, CSC & CPH
Crescent School 1999 — 2005
Vendian Capital Management May 2015 - Present
Langara Group January 2012 - Present
North Toronto Baseball Camp September 2006 - Present
Care Chairs - Home Health November 2003 - Present
ERGO Capital Partners July 2013 - Present
WinJunkie August 2011 - November 2013
Scotia Capital August 2009 - January 2012
Scotia Capital April 2009 - July 2009
Brixon Solutions July 2006 - July 2009
Skills
Strategy, Equities, Portfolio Management, Investments, Energy, Data Analysis, Finance, Market Research, Hedge Funds, Capital Markets, Trading, Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Due Diligence, Fixed Income, Financial Analysis
Education
Ivey Business School at Western University 2005 — 2009
HBA
Canadian Securities Institute 2008 — 2010
PDO, CSC & CPH
Crescent School 1999 — 2005
IRFANULLAH PASHA's Scotia Capital Experience July 2008 - Present
Job Sr. Project Lead at Scotia Capital
Industry Banking
Experience
Scotia Capital July 2008 - Present
CIBC January 2008 - June 2008
State Bank of Pakistan September 1996 - May 2005
Skills
Solaris, Unix, Red Hat Linux, High Availability, AIX, Disaster Recovery, Cluster, SAN, VMware ESX, Virtualization, DNS, Shell Scripting, Operating Systems, Windows Server, EMC Storage, IBM SAN, Brocade Fibre Switches
Education
Karachi University 1993 — 1995
MCS, Computer Science
Scotia Capital July 2008 - Present
CIBC January 2008 - June 2008
State Bank of Pakistan September 1996 - May 2005
Skills
Solaris, Unix, Red Hat Linux, High Availability, AIX, Disaster Recovery, Cluster, SAN, VMware ESX, Virtualization, DNS, Shell Scripting, Operating Systems, Windows Server, EMC Storage, IBM SAN, Brocade Fibre Switches
Education
Karachi University 1993 — 1995
MCS, Computer Science
Dino Pikoulas's Scotia Capital Experience August 2000 - Present
Job ITReceiver at Scotia Capital
Industry Banking
Experience
Scotia Capital August 2000 - Present
SCOTIABANK CANADA October 1995 - August 2000
SCOTIAMCLEOD USA , INC November 1987 - August 1995
Skills
Computer Hardware, Troubleshooting, Customer Service, Purchasing, Teamwork, Microsoft Office, Servers, Hardware, Coaching, Time Management, Software Documentation, Process Improvement, System Administration, CompTIA A+ Certification, Analysis, ITIL
Education
George Brown College 2006 — 2007
A+ Certification, Computers Hardware and Software
George Brown College 2005 — 2007
A+Certification, Computer Software Technology/Technician
Scotia Capital August 2000 - Present
SCOTIABANK CANADA October 1995 - August 2000
SCOTIAMCLEOD USA , INC November 1987 - August 1995
Skills
Computer Hardware, Troubleshooting, Customer Service, Purchasing, Teamwork, Microsoft Office, Servers, Hardware, Coaching, Time Management, Software Documentation, Process Improvement, System Administration, CompTIA A+ Certification, Analysis, ITIL
Education
George Brown College 2006 — 2007
A+ Certification, Computers Hardware and Software
George Brown College 2005 — 2007
A+Certification, Computer Software Technology/Technician
Pooja Mansukhani's Scotia Capital Experience 2007 - 2010
Job District Dietitian at Aramark Canada Higher Education
Industry Health, Wellness and Fitness
Experience
Aramark August 2014 - Present
GoodLife Fitness July 2014 - Present
GoodLife Fitness March 2011 - September 2014
ARAMARK Healthcare September 2013 - June 2014
University Health Network December 2011 - August 2013
GoodLife Fitness March 2011 - September 2012
Scotia Capital 2007 - 2010
TK Events Inc. September 2008 - August 2009
TD Securities January 2008 - April 2008
AGF Trust January 2006 - April 2006
Skills
Microsoft Excel, Business Analysis, Microsoft Office, Financial Analysis, Customer Service, SQL, Time Management, Critical Thinking, Financial Modeling, Research, Project Management, Public Speaking, Analysis, Community Outreach
Education
Ryerson University 2010 — 2013
Bachelor of Applied Science (BASc), Nutrition and Food
Lund University 2009 — 2009
Bachelor of Arts (BA), Honours Applied Economics, International Exchange
University of Waterloo 2004 — 2009
Honours Applied Economics Co-op, Finance Specialization
Aramark August 2014 - Present
GoodLife Fitness July 2014 - Present
GoodLife Fitness March 2011 - September 2014
ARAMARK Healthcare September 2013 - June 2014
University Health Network December 2011 - August 2013
GoodLife Fitness March 2011 - September 2012
Scotia Capital 2007 - 2010
TK Events Inc. September 2008 - August 2009
TD Securities January 2008 - April 2008
AGF Trust January 2006 - April 2006
Skills
Microsoft Excel, Business Analysis, Microsoft Office, Financial Analysis, Customer Service, SQL, Time Management, Critical Thinking, Financial Modeling, Research, Project Management, Public Speaking, Analysis, Community Outreach
Education
Ryerson University 2010 — 2013
Bachelor of Applied Science (BASc), Nutrition and Food
Lund University 2009 — 2009
Bachelor of Arts (BA), Honours Applied Economics, International Exchange
University of Waterloo 2004 — 2009
Honours Applied Economics Co-op, Finance Specialization
Catherine(Xiaojun) Qu's Scotia Capital Experience
Job Manager GWS Structure Product at Scotia Capital
Industry Banking
Experience
Scotia Capital
Education
Lancaster University 2003 — 2004
MSc, Finance
CFA
CFA, Finance
Scotia Capital
Education
Lancaster University 2003 — 2004
MSc, Finance
CFA
CFA, Finance
Naira Saeed's Scotia Capital Experience November 2011 - May 2013
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Bank of Canada October 2013 - July 2015
Scotia Capital November 2011 - May 2013
Lazard Freres & Co. June 2009 - June 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.Sc.), Accounting and Finance
Bank of Canada October 2013 - July 2015
Scotia Capital November 2011 - May 2013
Lazard Freres & Co. June 2009 - June 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.Sc.), Accounting and Finance
Christopher Camisa's Scotia Capital Experience 2000 - 2006
Job Managing Director at The Bank of TokyoMitsubishi UFJ, Ltd.
Industry Financial Services
Experience
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 2006 - Present
Scotia Capital 2000 - 2006
Watkins Engineers & Constructors 1993 - 1999
Skills
Structured Finance, Capital Markets, Derivatives, Financial Structuring, Fixed Income, Financial Modeling, Credit Analysis, Portfolio Management, Valuation, Corporate Finance, Investment Banking, Credit Risk, Structured Products, Risk Management, Bloomberg, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2000
MBA, Finance
Lafayette College 1989 — 1993
BS, Civil Engineering
The Peddie School 1986 — 1989
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 2006 - Present
Scotia Capital 2000 - 2006
Watkins Engineers & Constructors 1993 - 1999
Skills
Structured Finance, Capital Markets, Derivatives, Financial Structuring, Fixed Income, Financial Modeling, Credit Analysis, Portfolio Management, Valuation, Corporate Finance, Investment Banking, Credit Risk, Structured Products, Risk Management, Bloomberg, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2000
MBA, Finance
Lafayette College 1989 — 1993
BS, Civil Engineering
The Peddie School 1986 — 1989
Henderson John's Scotia Capital Experience June 2009 - Present
Job Head of Equity Research at Scotia Capital
Industry Banking
Experience
Scotia Capital June 2009 - Present
Scotia Capital January 1995 - May 2009
BMO Nesbitt Burns & Burns Fry January 1994 - December 1994
Education
The University of Western Ontario - Richard Ivey School of Business 1985 — 1987
MBA
University of Waterloo 1980 — 1985
BASc, Systems Design Engineering
Scotia Capital June 2009 - Present
Scotia Capital January 1995 - May 2009
BMO Nesbitt Burns & Burns Fry January 1994 - December 1994
Education
The University of Western Ontario - Richard Ivey School of Business 1985 — 1987
MBA
University of Waterloo 1980 — 1985
BASc, Systems Design Engineering
Karan R. Mathur's Scotia Capital Experience June 2015 - Present
Job Investment Banking Associate at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital June 2015 - Present
Scotia Capital June 2014 - August 2014
Heart and Stroke (Roth Consulting) August 2011 - July 2013
YPO-WPO February 2012 - May 2013
University of Toronto Immunology Department September 2010 - May 2011
ISTP Canada May 2008 - June 2010
Skills
Investment Banking, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Business Strategy, Strategy, Financial Analysis, Valuation, Equities, Management Consulting, Healthcare, Pharmaceuticals, Business Process..., Healthcare Management, Team Leadership, Strategic Leadership, Mergers, Pharmaceutical Industry
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Toronto 2007 — 2011
HBSc., Immunology
Scotia Capital June 2015 - Present
Scotia Capital June 2014 - August 2014
Heart and Stroke (Roth Consulting) August 2011 - July 2013
YPO-WPO February 2012 - May 2013
University of Toronto Immunology Department September 2010 - May 2011
ISTP Canada May 2008 - June 2010
Skills
Investment Banking, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Business Strategy, Strategy, Financial Analysis, Valuation, Equities, Management Consulting, Healthcare, Pharmaceuticals, Business Process..., Healthcare Management, Team Leadership, Strategic Leadership, Mergers, Pharmaceutical Industry
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Toronto 2007 — 2011
HBSc., Immunology
Alysha Babrah's Scotia Capital Experience February 2010 - August 2011
Job Team Lead at Reitmans Canada Ltée/Ltd
Industry Banking
Experience
Reitmans Canada Ltée/Ltd November 2014 - Present
Scotiabank April 2014 - August 2014
Mexx Canada October 2011 - June 2014
Moro Model and Talent Mgt September 2013 - December 2013
Agency One July 2012 - August 2013
Chris Smith Management Inc. / Bestfan.com September 2012 - December 2012
Scotia Capital February 2010 - August 2011
Jacob September 2009 - December 2010
Indigo March 2007 - February 2010
Skills
Visual Merchandising, Retail, Fashion, Merchandising, Apparel, Social Media, Store Management, Styling, Teamwork, Social Networking, Microsoft Office
Education
Humber College 2011 — 2013
York University 2007 — 2008
Reitmans Canada Ltée/Ltd November 2014 - Present
Scotiabank April 2014 - August 2014
Mexx Canada October 2011 - June 2014
Moro Model and Talent Mgt September 2013 - December 2013
Agency One July 2012 - August 2013
Chris Smith Management Inc. / Bestfan.com September 2012 - December 2012
Scotia Capital February 2010 - August 2011
Jacob September 2009 - December 2010
Indigo March 2007 - February 2010
Skills
Visual Merchandising, Retail, Fashion, Merchandising, Apparel, Social Media, Store Management, Styling, Teamwork, Social Networking, Microsoft Office
Education
Humber College 2011 — 2013
York University 2007 — 2008
Andrew Bloom's Scotia Capital Experience 2008 - May 2011
Job Managing Director, Project Finance, Private Fixed Income at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial 2011 - Present
Scotia Capital 2008 - May 2011
CIT 2003 - 2008
CCFL Partners 2001 - 2003
Andrersen Corporate Finance 1999 - 2001
Arthur Andersen 1996 - 1999
Education
McGill University 1993 — 1997
BCom
Chartered Accountant (Toronto, ON, 1999)
Chartered Financial Analyst (Toronto, ON, 2000)
Sun Life Financial 2011 - Present
Scotia Capital 2008 - May 2011
CIT 2003 - 2008
CCFL Partners 2001 - 2003
Andrersen Corporate Finance 1999 - 2001
Arthur Andersen 1996 - 1999
Education
McGill University 1993 — 1997
BCom
Chartered Accountant (Toronto, ON, 1999)
Chartered Financial Analyst (Toronto, ON, 2000)
Daniel Child's Scotia Capital Experience May 1997 - April 2008
Job President, YTM Capital Asset Management Ltd.
Industry Investment Management
Experience
YTM Capital Asset Management Ltd. September 2010 - Present
Scotia Capital May 1997 - April 2008
Education
AIMR
Chartered Financial Analyst
Canadian Institute of Chartered Accountants
Chartered Accountant
Richard Ivey School of Business 1989 — 1991
HBA
YTM Capital Asset Management Ltd. September 2010 - Present
Scotia Capital May 1997 - April 2008
Education
AIMR
Chartered Financial Analyst
Canadian Institute of Chartered Accountants
Chartered Accountant
Richard Ivey School of Business 1989 — 1991
HBA
Christopher DeLauro's Scotia Capital Experience May 2002 - May 2005
Job Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank April 2012 - Present
Royal Bank of Scotland Group December 2006 - May 2012
Bank of Tokyo-Mitsubishi UFJ May 2005 - December 2006
Scotia Capital May 2002 - May 2005
Skills
Credit Analysis, Credit Risk, Corporate Lending, Risk Management, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Banking, Investment Banking, Commercial Banking, Capital Markets, Credit, Loans, Financial Risk
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
M.B.A., Finance
Fordham University
B.S., Marketing
Citizens Bank April 2012 - Present
Royal Bank of Scotland Group December 2006 - May 2012
Bank of Tokyo-Mitsubishi UFJ May 2005 - December 2006
Scotia Capital May 2002 - May 2005
Skills
Credit Analysis, Credit Risk, Corporate Lending, Risk Management, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Banking, Investment Banking, Commercial Banking, Capital Markets, Credit, Loans, Financial Risk
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
M.B.A., Finance
Fordham University
B.S., Marketing
Patrice Filiatrault, CFA's Scotia Capital Experience April 1994 - August 1995
Job Vice President & Portfolio Manager at Fiera Capital Corporation
Industry Investment Management
Experience
Fiera Capital Corporation March 2014 - Present
RBC Global Asset Management 2005 - 2013
RBC Global Asset Management 2003 - 2005
RBC Capital Markets 1997 - 2003
RBC Dominion Securities 1995 - 1997
Scotia Capital April 1994 - August 1995
Skills
Asset Allocation, Investment Strategies, Wealth Management, Portfolio Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Equity Research, Investment Advisory, Bloomberg
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst
HEC Montréal 1990 — 1992
Bachelor of Commerce (B.Com.), Finance
Fiera Capital Corporation March 2014 - Present
RBC Global Asset Management 2005 - 2013
RBC Global Asset Management 2003 - 2005
RBC Capital Markets 1997 - 2003
RBC Dominion Securities 1995 - 1997
Scotia Capital April 1994 - August 1995
Skills
Asset Allocation, Investment Strategies, Wealth Management, Portfolio Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Equity Research, Investment Advisory, Bloomberg
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst
HEC Montréal 1990 — 1992
Bachelor of Commerce (B.Com.), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY