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
Scotiabank June 2013 - Present
Scotiabank January 2012 - May 2013
Scotia Capital July 2011 - September 2011
BNP Paribas February 2010 - July 2010
KPMG July 2008 - December 2008
Skills
Financial Analysis, French, International Business, Spanish, Market Analysis, Energy, Derivatives
Education
Universidad Pontificia Comillas 2009 — 2011
Bachelor of Commerce (B.Com.), Business Administration
Reims Management School 2007 — 2009
Bachelor of Commerce (B.Com.), Business Administration
Cascade Middle School June 2015 - Present
Olympic Athletic Club January 2013 - Present
Aki Kurose Middle School 2014 - March 2015
Club Z Tutoring February 2012 - June 2014
Highland Pacific Restaurant and Oyster Bar February 2012 - December 2012
Peace Corps October 2012 - November 2012
Springboard After School February 2012 - July 2012
Citizen Schools May 2011 - June 2011
Scotia Capital July 2010 - September 2010
The Females' Center of Excellence and Leadership September 2008 - May 2010
Skills
Teaching, Problem Solving, Non-profits, Higher Education, Curriculum Development, Organizational..., Public Speaking, Microsoft Office, Microsoft Excel, Research, Customer Service, Data Analysis, Staff Development, PowerPoint, Microsoft Word, Social Media, Event Planning, Editing, Outlook, Event Management, Analysis
Education
University of Washington 2014 — 2015
Master in Teaching, Secondary Education and Teaching
Northeastern University 2007 — 2011
Bachelor's, Mathematics, Economics
Morris Knolls High School
Credit Suisse March 2013 - Present
Scotia Capital April 2012 - March 2013
First New York Securities November 2010 - July 2011
Barclays Capital December 2009 - December 2010
RBC Capital Markets May 2007 - December 2009
Bank of America Securities May 2005 - April 2007
Goldman Sachs April 2000 - April 2005
The Chase Manhattan Bank April 1999 - March 2000
BNP Paribas March 1998 - March 1999
Canadian Forces July 1990 - September 1997
Skills
Derivatives, Structured Products, Equities, Credit Derivatives, Electronic Trading, Capital Markets, Fidessa, VBA, FX Options, Trading Systems, Fixed Income, Market Data, Middle Office, Risk Management, Bloomberg, Investment Banking, Equity Derivatives, Financial Markets, Trading, Back Office, Options, Sophis
Education
Canadian Forces School of Aerospace Engineering
Electronic Warfare
Canadian Forces School of Military Intelligence
Intelligence Operator
McGill University 1988 — 1989
Political Science
CPCS (West Africa Division) January 2014 - Present
CPCS January 2013 - December 2013
CIBC World Markets May 2011 - August 2011
Scotia Capital September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
Skills
Financial Analysis, Financial Modeling, Credit Risk, Forecasting, Capital Markets, Due Diligence, Investments, Analysis, Bloomberg, Mergers & Acquisitions, Fixed Income, Investment Banking, Finance, Trading, Financial Services, Valuation, Corporate Finance, Project Finance, Equity Research, Credit, Portfolio Management, Emerging Markets, Business Analysis
Education
McMaster University 2009 — 2011
MBA, Strategic Business Valuation
University of Toronto at Scarborough 2004 — 2009
BBA, Finance
Hugessen Consulting Inc. November 2014 - Present
Hugessen Consulting Inc. July 2012 - November 2014
Hugessen Consulting Inc. September 2010 - June 2012
Scotia Capital 2006 - 2008
Skills
Corporate Governance, Incentive Plan Design, Microsoft Excel, Executive Pay, Financial Analysis
Education
Queen's University 2005 — 2009
BComm, Finance, International Business
Conference Board
Conference Board
Bell May 2013 - Present
Prebble Consulting Inc. January 2008 - Present
CIBC April 2010 - April 2013
Scotia Capital January 2008 - March 2010
Scotia Capital March 2004 - December 2007
Hewitt Associates 2001 - 2005
Skills
SAS/SQL, SAS, Microsoft Office, Excel, Access, SQL, OLAP, OLAP Cube Studio, Cubes, Data Modeling, Data Mining, Netezza, Business Intelligence, Business Analysis, JCL, SAS programming, Microsoft Excel, Database Marketing, ETL, Data Warehousing, Data Integration, Analytics, Teradata, Data Quality, Business Analytics, Data Analysis, Database Design, Data Management, Databases, Relational Databases, Predictive Modeling
Education
McMaster University 1997 — 2001
B.Sc., Mathematics
S&P Capital IQ March 2013 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments February 2011 - August 2011
Standard & Poor's January 2009 - March 2011
DellaCamera Capital Management April 2007 - January 2008
Raymond James Financial April 2003 - January 2007
Scotia Capital February 2001 - August 2002
Barclays Capital April 1998 - February 2001
Barclays Capital June 1993 - April 1998
Moody's June 1988 - June 1993
Skills
Fixed Income, Equities, Portfolio Management, Bonds, Investments, Trading, Investment Strategies, Equity Research, High Yield, Technical Analysis, Equity Trading, Equity Valuation, Valuation, Credit Risk, Investment Management, Asset Allocation, Fundamental Analysis, Trading Strategies, Analysis, Chartered Financial..., Relative Value, Consumer Products, Asset Managment, Fixed Income Analysis, Retail, Modeling, Food & Beverage, Restaurants, Financial Markets, Asset Management, Securities, Mutual Funds, Capital Markets
Education
Pace University - Lubin School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1988
BS, Business Administration - Finance
Tyree Corp. 2013 - Present
Dominion Citrus 2010 - 2013
Dominion Citrus 2009 - 2012
Tyree Corp. 2006 - 2009
Scotia Capital 2001 - 2006
Deluma Engineering / Canadian Light Source 1998 - 2001
Skills
Financial Structuring, Cross-functional Team..., Investment Banking, Capital Markets, Business Analysis, Management Consulting, Corporate Finance, Private Equity, Executive Management, Corporate Development, Negotiation, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Start-ups, Internal Controls, Business Strategy, New Business Development, Financial Modeling, Leadership, Product Marketing, Venture Capital, Finance, Risk Management, Business Development, Valuation, Banking, Strategic Planning, Process Improvement, Divestitures, Management
Education
Queen's University 2001 — 2002
MBA, Finance
University of Saskatchewan 1993 — 1998
Bachelor of Science, Mechanical Engineering
Economical Insurance January 2014 - Present
RBC Capital Markets 2011 - July 2013
RBC Capital Markets 2008 - 2011
RBC Capital Markets 2005 - 2008
RBC Capital Markets 2001 - 2005
Scotia Capital 1998 - 2000
Skills
Investment Banking, Mergers & Acquisitions, Relationship Management, Corporate Finance, Divestitures, Business Strategy, Equity Valuation, Financial Markets, Financial Analysis, Commodity, IPO, Private Placements, Capital Markets, Cross Border, Equities, Corporate Development, Financial Modeling, Due Diligence, Investor Relations, Acquisitions, Strategy, Finance
Education
McMaster University 1996 — 1998
Master of Business Administration (MBA), Finance
McMaster University 1992 — 1996
Bachelor of Science (B.Sc.) - Honours, Biochemistry
Bain & Company September 2015 - Present
Bain & Company July 2013 - August 2015
Google May 2012 - July 2012
Bain & Company July 2008 - June 2011
IBM May 2007 - August 2007
Scotia Capital May 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.)
Queen's University 2004 — 2008
Bachelor of Applied Science (B.Sc.)
Upper Canada College 1998 — 2004
International Baccalaureate and Ontario Secondary School Diploma
Roynat Capital February 2013 - Present
Scotiabank Global Banking and Markets May 2012 - August 2012
Scotia Capital September 2011 - December 2011
Price Waterhouse Coopers January 2011 - April 2011
General Mills 2007 - 2010
Research In Motion 2005 - 2007
Skills
Bloomberg, Microsoft Excel, Financial Analysis, Financial Modeling, Data Analysis
Education
McMaster University 2010 — 2012
MBA Co-op, Management Accounting
University of Toronto - Innis College 1999 — 2004
Hon. B.A., Economics & Political Science
Bank Of Montreal September 2011 - Present
Toronto Stock Exchange (TSX) TECHNOLOGIES August 2010 - September 2011
CGI Group February 2009 - August 2010
SCOTIA CAPITAL August 2008 - February 2009
TSX Group August 2007 - August 2008
BMO Capital Markets August 2005 - August 2007
Bank of Montreal 2005 - 2007
Etrade Financial August 2004 - August 2005
Reuters Financial Software March 2001 - August 2004
Keane Canada 2003 - 2004
Skills
Trading Systems, Equities, SDLC, Market Data, Sybase, Software Development, Risk Management, Oracle, Java, Solaris, Linux, SOA
Education
National Chiao Tung University 1991 — 1993
Master of Science, ComputerInformationManagement
Xi'an Jiaotong University 1991 — 1993
Master's degree, Computer Information Systems Management
National Chung Hsing University 1983 — 1987
B. BA, Statistics
Credit Suisse Securities (Canada) Inc. 2013 - Present
Marckenz Group Capital Partners 2012 - 2013
Credit Suisse Securities (Canada) Inc. 2006 - 2011
Praslin Capital Partners 2004 - 2006
Scotia Capital 1998 - 2002
Education
Kellogg Graduate School of Management 2002 — 2004
MBA
Queen's University 1997 — 1998
MSc Management, Finance
Queen's University 1993 — 1997
BAH, Political Studies, Economics
The Crescent School 1987 — 1993
Orthopaedic Market Communications July 2014 - Present
ConMed Canada January 2012 - June 2014
Lac-Mac Limited April 2010 - January 2012
DePuy Orthopaedics December 2008 - September 2009
InField Marketing Group May 2008 - September 2008
Scotia Capital September 2007 - December 2007
Coca-Cola Bottling Company January 2004 - August 2006
Skills
Strategic Planning, Sales Operations, New Business Development, Marketing Strategy, Business Planning, Marketing, Management, Sales, Training, Customer Service, Sales Presentations, Time Management, Recruiting, Program Management, Pricing, Strategy, Leadership, Account Management, Digital Marketing, Sales Management, Budgets
Education
McMaster University 2006 — 2008
Masters of Business Administration, Strategic Marketing and Finance
Western University 1998 — 2002
Honours Bachelor of Arts, Economics and Communications
Scotia Capital June 2008 - Present
Scotia Capital January 1999 - January 2008
ABN AMRO Bank N.V. January 1998 - January 1999
Scotia Capital June 1987 - January 1998
Education
Canadian Securities Industry
CSC
Ryerson University
Arts, Human Resource Management
Credit Suisse January 2015 - Present
CIBC World Markets April 2013 - April 2014
RBC Capital Markets January 2012 - March 2013
Scotia Capital February 2010 - January 2012
PSAGOT Investment House September 2007 - November 2008
HAREL Investment House February 2005 - September 2007
Harmonic Data Systems April 2000 - April 2003
Israeli Naval Force, IDF March 1996 - April 2000
Skills
Fixed Income, Derivatives, Interest Rate..., Rates, Credit, Risk Analysis, Business Analysis, Project Management, Front Office, Trading, Trading Systems, Electronic Trading, Sales, Analysis, Structured Products
Education
Royal Roads University 2003 — 2005
Bachelor of Commerce (BCom)
CSI
CSC, Canadian Securities Course
University of Victoria and Tel Aviv University
Wells Fargo Capital Finance July 2010 - Present
Scotia Capital July 2009 - December 2009
Morgan Stanley July 2008 - December 2008
Wellington Management July 2007 - December 2007
Skills
Portfolio Management, Capital Markets, Valuation, Finance, Loans, Cash Flow Lending, Cross-border..., Financial Modeling, Mergers & Acquisitions, Private Equity, Leveraged Finance, Credit, Data Analysis, Derivatives, Banking, Hedge Funds, Corporate Finance
Education
Northeastern University 2005 — 2010
BS in Business Administration, Finance & Insurance/Management
Scotia Capital August 2010 - Present
Education
McMaster University 2007 — 2009
MBA, Finance
University of Waterloo 2001 — 2006
B.A.Sc, Chemical Engineering
Scotiabank April 2013 - Present
Scotia Capital February 2011 - March 2013
Nomura Securities August 2010 - September 2010
Bank of America Merrill Lynch January 2008 - July 2010
Merrill Lynch February 2004 - December 2007
Keane Inc. July 2000 - September 2005
Goldman Sachs March 1990 - May 2000
Manufacturer Hanover Trust August 1989 - March 1990
Coopers & Lybrand Consulting July 1987 - August 1989
Skills
Options, Equities, Electronic Trading, Series 7, FINRA, Trading Systems, Fixed Income, Derivatives, Investment Banking, Securities, Capital Markets, Risk Management, Financial Markets, Business Analysis, Trading, Banking
Education
Pace University 1983 — 1987
BS, Computer Science
Queen Elizabeth School
Queen Elizabeth School
Waterton Global Resource Management, Inc. June 2015 - Present
Waterton Global Resource Management, Inc. March 2014 - June 2015
National Bank Financial January 2013 - October 2013
TD May 2012 - August 2012
Alma Mater Society May 2010 - April 2011
Alma Mater Society May 2009 - April 2010
Scotia Capital May 2008 - August 2008
Skills
Quantitative Analytics, Bloomberg Terminal, Econometrics, Policy Analysis, Public Speaking
Education
University of Toronto 2011 — 2013
Master of Financial Economics (MFE)
Queen's University 2007 — 2011
B.Sc(Hon), Mathematics, Economics
Architech Solutions Consulting Services Inc. July 2012 - August 2013
Young on Yonge July 2011 - January 2013
Scotiabank August 2009 - May 2011
Scotiabank February 2008 - August 2009
Scotiabank October 2007 - February 2008
Scotiabank March 2007 - October 2007
Scotiabank November 2003 - March 2007
Scotiabank November 1997 - October 2003
Scotiabank January 1995 - November 1997
Scotia Capital April 1989 - January 1995
Skills
Business Process..., Change Management, Coaching, Competitive Analysis, Compliance, Credit Risk, Cross-functional Team..., Customer Service, Executive Communications, Organizational Change, Organizational Design, Process Engineering, Project Coordination, Project Implementation, Project Planning, Risk Assessment, Risk Management, Sales, Sales Management, Strategic Communications, Strategic Thinking, Strategy & Planning, Strategy Development, Team Leadership, Trade Finance, Strategy, Management Consulting, Communication Training, New Business Development, Banking, Business Strategy, Leadership, Business Development, Entrepreneurship, Business Transformation, Project Management, Financial Services, Portfolio Management, Consulting, Leadership Development, Financial Risk, Business Analysis, Business Process..., Governance, Investments, Strategic Planning
Education
Queen's University
Bachelor of Science (Honours), Geology
The University of British Columbia
Master of Business Administation, Finance
Mad Mexican Food Products August 2011 - Present
Scotia Capital June 2008 - August 2011
Scotia Capital August 2003 - June 2008
Brunico Communications 2002 - 2003
Princess Cruises 1998 - 2002
Skills
Contract Negotiation, Integrated Marketing, Marketing Communications, Strategic Planning, Online Marketing, Sponsorship, Copywriting, Digital Marketing, Marketing Strategy, Team Leadership
Education
Ryerson University 1994 — 1998
BComm, Hospitality & Tourism Management
Scotiabank 2010 - Present
Ontario Teachers' Pension Plan 2009 - 2010
CIBC World Markets January 2005 - May 2008
Scotia Capital June 2002 - December 2004
Skills
Risk Management, Valuation, Financial Modeling, Derivatives, Capital Markets, Corporate Finance
Education
York University - Schulich School of Business 2000 — 2002
MBA, Finance
Mount Allison University 1995 — 1999
Honours B.Sc., Biology
CFA Institute
CFA
Aon Hewitt May 2015 - Present
Aon Hewitt February 2012 - April 2015
blackjet inc October 2011 - February 2012
Scotia Capital May 2010 - September 2010
BMW Group Canada December 2008 - December 2009
TNS Smart Networks February 2006 - August 2008
Kenwood Electronics Canada inc. July 2002 - June 2005
Hatch October 2003 - August 2004
Self Employed September 2001 - August 2004
Skills
C, C++, Java, PHP, Visual Basic, SAS, JCL, DB2, MySQL, AJAX, AS400, ASP.NET, AutoCAD, Eclipse, JavaScript, jQuery, Linux, Mac OS X, Microsoft Office, Microstation, MIPS, MPI, Adobe Creative Suite, OpenGL, Qbasic, TWiki, Unix, Windows, XHTML, XML, .NET, Analysis
Education
McMaster University 2007 — 2011
Bachelor of Applied Science, Honours Computer Science (Co-op)
Ryerson University 2006 — 2007
Bachelor of Science, Computer Science
Ryerson University 2004 — 2005
Bachelor of Engineering, Mechanical Engineering
West Green Primary School September 2014 - Present
St. Mary's CE Primary School October 2013 - July 2014
Vision Teaching September 2013 - October 2013
University of Toronto - Ontario Institute for Studies in Education September 2012 - June 2013
Lawrence Veterinary Clinic March 2011 - October 2011
Scotia Capital May 2010 - August 2010
Scotiabank May 2009 - August 2009
AXA Advisors January 2009 - April 2009
Scotia Capital May 2008 - August 2008
Scotia Capital May 2007 - August 2007
Skills
Banking, Investments, Marketing, Customer Service, Analysis, Auditing, Classroom Management, Management, Elementary Education, Teaching, Early Childhood..., Special Education, Behavior Management, Account Reconciliation, Differentiated..., Leadership, Lesson Planning, Experience Working with..., Nurturing, Social Media, Microsoft Office
Education
University of Toronto - Ontario Institute for Studies in Education 2012 — 2013
Bachelor of Education (B.Ed.), Primary/Junior Education
New York University 2006 — 2010
BA, History
The American School in London
The American School in London
Intermarket Corp July 2002 - Present
JPMorgan July 2000 - June 2002
Scotia Capital 1986 - 2000
Michigan National Bank 1984 - 1986
Skills
Hedge Funds, Banking, Leveraged Finance, Credit Analysis, Valuation, Securities, Private Equity, Investments
Education
Northwestern University - Kellogg School of Management 1988 — 1992
MM, Finance, International Business
Michigan State University 1980 — 1984
BA, Finance
Adrian High School 1976 — 1980
Riot Games July 2012 - Present
GO Gaming September 2010 - June 2013
Scotia Capital May 2011 - December 2011
Bell Canada February 2011 - April 2011
Research In Motion May 2009 - August 2009
Carleton University May 2008 - August 2008
M Cubed Inc May 2006 - August 2006
Skills
PowerPoint, Access, Word, Excel, Problem Solving, Microsoft Excel, Teamwork, Research, Fundraising, Leadership
Education
McGill University 2006 — 2010
BComm, Major in Finance and Concentration in Strategic Management - Global Strategy
FO&S Mountain Bike Team 2015 - Present
Huron Capital Partners 2009 - 2015
TorQuest Partners 2006 - 2008
Wind Point Partners 2002 - 2006
Scotia Merchant Capital 1998 - 2000
Scotia Capital 1996 - 1998
Skills
Private Equity, Mergers & Acquisitions, Investments, Capital, Due Diligence, Financial Modeling, Venture Capital, Recapitalizations, Corporate Finance, Portfolio Management, Valuation, Corporate Development, Corporate Law, Equities, Mergers, Financial Analysis, Strategic Planning, Business Strategy, Divestitures, Entrepreneurship, LBO, M&A experience, Private Placements, Restructuring, Deal Sourcing, Financial Structuring, Business Valuation, IPO
Education
The University of Chicago 2000 — 2002
MBA, Finance, Entrepreneurship
Queen's University 1992 — 1996
BAH, Economics and Mathematics
Hillcrest High School (Hamilton New Zealand) 1984 — 1991
Martha Stewart Living Omnimedia June 2014 - Present
PA Consulting Group July 2012 - May 2014
National Financial Partners August 2011 - April 2012
American International Group October 2010 - June 2011
Scotia Capital January 2010 - July 2010
KBC Financial Products October 2007 - September 2008
Sumitomo Trust & Banking Co. (USA) July 2004 - October 2007
DataPipe January 2003 - December 2003
Compensation Resources December 2000 - October 2001
Goldman Sachs April 2000 - November 2000
Skills
Employee Relations, Performance Management, Benefits Administration, Compensation, Full-cycle Recruiting, Training & Development, Human Resources, Employee Handbooks, Project Management, Applicant Tracking..., Employee Training, Immigration Law, PeopleSoft, Hiring, Talent Management, Talent Acquisition, Management, Recruiting, Personnel Management, Employee Benefits, Onboarding, HRIS, Employee Engagement, Employment Law, Job Descriptions, HR Policies
Education
Pace University 2001 — 2002
MBA, Human Resources Management
SUNY Albany 1994 — 1997
BA, Sociology, Business and Psychology
National Academy of Sports Medicine (NASM) 2009 — 2009
Certified Personal Trainer
Clarkstown South High School
Oxford Properties Group September 2014 - Present
CBRE July 2012 - August 2014
CB Richard Ellis June 2011 - June 2012
EPIK (English Program in Korea) August 2009 - August 2010
Scotiabank June 2008 - August 2008
Bennett Jones LLP June 2007 - August 2007
Scotia Capital May 2006 - August 2006
Skills
Leases, Location Intelligence, Corporate Real Estate, Commercial Real Estate, Brokerage, Real Estate Transactions, Real Estate, Property Management, Real Estate Economics, Tenant, Negotiation, Landlords
Education
Queen's University 2005 — 2009
Lakefield College School
TD Securities January 2015 - Present
TD July 2012 - January 2015
TD Bank Group April 2011 - July 2012
Scotia Capital October 2008 - April 2011
Skills
MS Project, HTML, Dreamweaver, Fireworks, Flash, Visio, SQL, Access, Microsoft Office, Business Analysis, Unix, Excel, Project Management, Disaster Recovery, PMO, Risk Management, SDLC, Vendor Management, Requirements Gathering, Leadership, Requirements Analysis, Management, Testing
Education
Ryerson University 2004 — 2008
Bachelor of Commerce, ITM and Law
SunOpta April 2013 - Present
PwC 2008 - 2013
Scotia Capital 2007 - 2007
Teva Pharmaceuticals 2006 - 2006
Hay Group 2005 - 2005
Skills
Corporate Finance, Mergers, Middle Market, Financial Modeling, Valuation, Negotiation, Business Valuation, International..., Private Placements, Debt Structuring, Strategic Planning, Thought Leadership, Technology..., Start-ups, Entrepreneurship, Mentoring, Venture Capital, Working Capital..., Due Diligence, M&A experience, Mergers & Acquisitions, Debt Restructuring, Private Equity, Finance, Commercialization, Financial Reporting, Joint Ventures, Business Development, Restructuring, Corporate Development, Leadership
Education
McMaster University - DeGroote School of Business
MBA, Finance and Valuations
Queen's University
B.Sc Chemical Engingeering, Biomedical / Biochemical Engineering
PURE Group of Insurance Companies December 2014 - February 2015
Sunland Trading, Inc November 2014 - December 2014
Diageo February 2014 - November 2014
Diageo February 2013 - October 2013
Private Family Office April 2012 - June 2012
Scotia Capital April 2011 - December 2011
Diageo February 2011 - March 2011
MasterCard May 2010 - February 2011
Diageo November 2009 - March 2010
Diageo August 2007 - April 2008
Skills
Microsoft SQL Server, Microsoft Office, VBA, Microsoft Excel, Microsoft Access, Microsoft Office..., Data Analysis, Database Design, Microsoft Outlook, Microsoft Word, T-SQL, ETL, Data Mining, Data Modeling, VB.NET, Reporting Systems, Ad Hoc Reporting, Data Migration, Financial Reporting, SharePoint, Business Analysis, Software Documentation, Software Development, Databases, Outlook, Business Intelligence, Integration, SQL, SDLC, Requirements Gathering, Visual Basic, SAP, Analysis, Vendor Management, Management, .NET, HTML, Visual Studio, Program Management, Team Leadership, Data Warehousing, Testing, Requirements Analysis, Oracle, Visio, Access, SSIS, Business Requirements, Software Project..., Project Management
Education
Pace University 1982 — 1986
Computer Science
BMO Financial Group November 2013 - Present
BMO Financial Group January 2011 - November 2013
TD Securities September 2009 - November 2010
TD Securities July 2004 - September 2009
TD Securities January 2002 - June 2004
Scotia Capital September 2000 - December 2000
Skills
Capital Markets, Fixed Income, Derivatives, Corporate Finance, Bonds, Risk Management, Interest Rate..., Credit, Swaps, Hedging, Financial Structuring, Loans, Loan Origination, Credit Risk, Credit Analysis, LBO, Banking, Structured Products, Trading, Financial Services, Securities, Chartered Financial..., Equity Derivatives, FX Derivatives, Mergers & Acquisitions, Leveraged Lending, Building Relationships, Manage Client..., Maintaining Strong..., Financial Modeling, Financial Analysis, Financial Statements, Financial Risk, Equities, Options, Securitization, Finance, Syndications
Education
McMaster University 1999 — 2001
Master of Business Administration, Co-op (Finance Major)
Western University 1995 — 1999
Bachelor of Engineering Science, Chemical / Biochemical
Morgan Stanley 2014 - Present
Scotia Capital 2011 - 2014
Green Coast Capital Partners 2009 - 2009
Glorharta Snd. Bhd. 2007 - 2008
Research In Motion 2006 - 2007
Skills
Investment Banking, Mergers & Acquisitions
Education
London Business School 2011 — 2011
MBA
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McMaster University 2000 — 2006
B.Eng.Mgt
Upper Canada College 1995 — 2000
IB
CFA Institute
Passed CFA Level I Exam
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
McKinsey & Company January 2015 - Present
McKinsey & Company September 2012 - December 2014
Northeastern University August 2011 - May 2012
McKinsey & Company January 2011 - June 2011
Scotia Capital January 2010 - June 2010
Ernst & Young January 2009 - June 2009
Madison Parker Capital February 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Investments, Bloomberg, Valuation, Financial Analysis, Due Diligence, Managerial Finance, Start-ups, Data Analysis, Microsoft Excel, Access, Management Consulting, Capital Markets
Education
Northeastern University 2007 — 2012
Bachelor of Science in Business Administration (BSBA), Finance
The London School of Economics and Political Science (LSE)
PepsiCo November 2014 - Present
PepsiCo September 2012 - October 2014
Scotia Capital January 2010 - June 2010
GE Aviation January 2009 - June 2009
UPS January 2008 - June 2008
Skills
Data Analysis, Project Management, Problem Solving, Critical Thinking, Cross-functional Team..., Business Insights, Scorecard Management, Process Improvement, Six Sigma, Microsoft Office, Product Innovation
Education
Northeastern University 2006 — 2011
Bachelor's Degree, Industrial Engineering, Minor Business Administration, 3.51
Cushman & Wakefield September 2014 - Present
Brookfield Financial Corp. December 2012 - September 2014
Brookfield Financial Corp. May 2011 - December 2012
Scotia Capital April 2008 - May 2011
Avison Young Commercial Real Estate October 2005 - March 2008
DS.EMOTION 2002 - 2004
Skills
Due Diligence, Brokerage, Investment Properties, Mergers, Acquisitions, Property Disposition, Asset Dispositions, Property Consulting, Commercial Leasing, Land Development, Tenant, Real Estate, Investments, Mergers & Acquisitions, Property, Valuation, Landlords, Disposition, Real Estate Economics, Real Estate Development, Finance, Leases, Corporate Real Estate, Real Property, Commercial Real Estate
Education
Sheffield Hallam University 2004 — 2005
MSc., Property Appraisal & Management
Northumbria University 1998 — 2002
BA, Marketing Management
Harvest Capital Credit April 2015 - Present
Harvest Capital Credit August 2013 - April 2015
Hancock Capital Management March 2012 - August 2013
Hancock Capital Management July 2009 - March 2012
Scotia Capital January 2008 - June 2008
Morgan Stanley January 2007 - June 2007
Procter & Gamble January 2006 - June 2006
Education
Northeastern University 2004 — 2009
BSBA, Finance, Accounting, Marketing
Scotiabank January 2014 - Present
Scotiabank July 2012 - Present
Scotia Capital June 2010 - July 2012
Scotia Capital October 2007 - June 2010
Scotia Capital May 2006 - October 2007
Skills
Trading Systems, Electronic Trading, Equities, Trading, Capital Markets, Market Data, Equity Derivatives, Business Analysis, Requirements Gathering, Derivatives, Unix, Financial Services, Prime Brokerage, Financial Markets, Fixed Income, FX Options, SDLC, Options
Education
Ryerson University 2001 — 2006
Bachelor of Commerce, IT Management
Maternity Leave August 2009 - Present
Buchanan Associates January 2009 - August 2009
Scotia Capital August 2008 - January 2009
Moneris Solutions January 2003 - August 2006
Skills
Microsoft Office, Project Planning, SharePoint, Team Leadership, Coaching, Budgets, Process Improvement, Project Management, Social Media, Strategic Planning, Management, Event Planning, Sales Management, Customer Service, Team Building, Training
Education
Ryerson University 1998 — 2002
Bachelor, Business Management
Aston Hill Securities September 2013 - Present
Mackie Research Capital July 2002 - September 2013
Scotia Capital January 1995 - July 2002
Skills
Strategic Financial..., Wealth Management, Equities, Investment Strategies, Investments, Capital Markets, Portfolio Management, Options, Valuation, ETFs, Trading, Venture Capital, Investment Management, Financial Services, Alternative Investments, Securities, Mutual Funds, Fixed Income, Investment Advisory, Investment Banking, Bonds, Asset Allocation, Equity Research, Financial Planning
Education
Canadian Securities Institute 1995 — 1995
CFP, Certified Financial Planner
Ryerson University 1990 — 1994
BComm, Business Administration, Marketing
McCabe Heidrich & Wong, P.C. July 2012 - Present
Actifio June 2011 - September 2011
Scotia Capital January 2011 - July 2011
Merrill Lynch January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Education
Northeastern University 2007 — 2012
BSBA, Finance
Scotiabank November 2008 - Present
Scotia Capital 2001 - 2008
Education
Queen's University 1997 — 2001
BComm
Lower Canada College 1990 — 1997
Royal LePage Estate Realty, Brokerage July 2010 - Present
Scotia Capital March 2008 - July 2010
Prudential Properties Plus April 1997 - March 2008
Capmark January 2000 - December 2007
Skills
Real Estate, Real Estate Transactions, Investment Properties, Selling, Residential Homes, Property, Condos, Sales, Referrals, First Time Home Buyers, Marketing, Townhomes, Home Staging, Investments, Sellers, Real Property
Education
Ryerson University 2002 — 2004
Business, Management, Marketing, and Related Support Services
All Web Leads, Inc. May 2013 - Present
Clarity Services, Inc. October 2012 - April 2013
Clarity Services, Inc. September 2011 - October 2012
Clarity Services, Inc. January 2011 - September 2011
Clarity Services, Inc. March 2010 - January 2011
Wisdom Web Hosting June 2002 - July 2009
Scotia Capital July 2008 - January 2009
Merrill Lynch July 2007 - December 2007
Staples May 2006 - June 2007
Action Advocacy 2004 - 2005
Skills
SQL, Ruby on Rails, Microsoft Excel, Business Analytics, Customer Service, Data Analysis, Data Mining, Small Business Online..., Photoshop, HTML, CSS, Wordpress, Online Lead Generation, Risk Analytics, SAS, Subprime, Credit Risk, Decision Trees, Product Management, Analysis, Analytics, Risk Management, Management, Integration, XML, Process Improvement, Marketing
Education
Northeastern University 2004 — 2009
Information Science, Business, Information Science, Computer Science
Genworth Canada September 2015 - Present
Manulife Financial September 2014 - September 2015
Manulife Financial January 2012 - September 2014
Société Générale Canada 2011 - 2011
Citigroup 2010 - 2011
Scotia Capital 2008 - 2010
Independent Investment Banking firms and other financial institutions 2004 - 2008
Skills
Investment Banking, Equity Research, Financial Modeling, Deal Execution, Presentations, Written & Oral..., Business Networking, Investor Relations, Capital Markets, Finance, Banking, Valuation, Financial Analysis, Equities, Equity Valuation, Leadership, Corporate Finance, Securities, Corporate Development, Executive Management, Financial Markets, Mergers & Acquisitions, Private Equity, Bloomberg, Derivatives, Investments, Due Diligence, Fixed Income, Asset Management, Mutual Funds, Portfolio Management, Venture Capital, Financial Services, IPO, Investment Strategies, Alternative Investments, Investment Management, Trading, Emerging Markets, Bonds, Structured Finance, Wealth Management, Financial Structuring, Options, Business Valuation, Investment Advisory, Institutional..., Financial Advisory, Asset Allocation, Bloomberg Terminal
Education
York University - Osgoode Hall Law School 2013 — 2015
Master of Laws (LL.M.) - Business Law Specialization
University of Windsor 2005 — 2006
MBA Finance, Finance
McMaster University 2000 — 2004
Honours Bachelor of Commerce, Finance
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Scotia Capital January 1995 - Present
Education
New York University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
CIBC October 2014 - Present
CIBC August 2011 - December 2012
CIBC January 2011 - August 2011
Polar Securities November 2010 - January 2011
Hays Accounting & Finance 2005 - 2010
Scotia Capital 1988 - 2003
Skills
Human Resources, Wealth Management, Talent Acquisition, Technical Recruiting, Contract Recruitment, Recruiting, Talent Management, Executive Search, Sales, Sourcing, Recruitment Advertising, Applicant Tracking..., Performance Management, Employee Engagement, Interviews
Education
Ryerson University
Business
RBC September 2014 - Present
RBC Capital Markets October 2012 - August 2014
RBC Capital Markets May 2011 - September 2012
RBC Capital Markets July 2010 - April 2011
Loblaw Companies Limited January 2010 - March 2010
ExxonMobil January 2009 - August 2009
Schneider Electric May 2008 - December 2008
Scotia Capital May 2007 - April 2008
Ryerson University May 2006 - April 2007
Ryerson University 2006 - 2007
Skills
Analysis, Business Requirements, Business Analysis, Functional Requirements, Requirements Gathering, Risk Management, IT Risk Management, Middle Office, Market Risk, Quality Assurance, Release Management, IT Business Strategy, Team Leadership, SDLC, Agile Methodologies, Agile Project Management, Agile Testing, Change Management, Capital Markets, Back Office, Canadian Securities..., Microsoft Office, Oracle SQL, VBA, SQL, CRM, Testing
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Business Technology Management
Academy of Economic Studies, Bucharest 2004 — 2005
Finance, Banks, Insurance & Stock Exchange
Scotia Capital September 2009 - Present
Wachovia Bank September 2006 - September 2009
JPMorgan Chase January 2001 - August 2006
Chase Manhattan Bank 1996 - 2001
JPMorganChase 1992 - 1996
JP Morgan April 1989 - June 1992
Irving Trust Company 1982 - 1989
Skills
Strategic Planning, Process Management, International Sales, Business Relationship..., Collateral Management, Operations Management, Global Custody, Mergers, New Business Development, Business Analysis, Product Management, Marketing Strategy
Education
Yale University - Yale School of Management 2001 — 2001
Certificate, Leadership and Development
The Aspen Institute 2000 — 2000
Certificate, Leadership and Development
Pace University - Lubin School of Business 1981 — 1985
MBA, Economica
Saint John's University 1976 — 1980
BS, Finance and Economics
BMO Capital Markets March 2012 - Present
Scotia Capital October 2008 - March 2012
Marinos Koustas family 1985 - 2011
Brock University April 2007 - September 2007
Ontario Liquor and Gaming Corporation May 2006 - September 2006
Skills
Economics, Financial Modeling, Macroeconomics, Policy Analysis, Forecasting, Banking, French, Bloomberg, Capital Markets, Credit Analysis, Econometrics, Risk Management, Credit Risk, Enterprise Risk..., Analysis, Fixed Income, Valuation, Corporate Finance
Education
Queen's University 2007 — 2008
Masters, Economics
Queen's University 2007 — 2008
Master's degree, Economics
Bank of America Merrill Lynch September 2015 - Present
Vlaad and Company September 2014 - May 2015
CIBC World Markets June 2012 - September 2014
CIBC World Markets May 2005 - May 2012
CIBC World Markets December 2002 - May 2005
Scotia Capital April 2001 - May 2002
Manulife Financial August 1996 - February 1999
Education
McMaster University
MBA
Wilfrid Laurier University
BA, Economics
Scotia Capital 2006 - Present
Wellington West Capital Markets 2004 - 2006
BMO Capital Markets 2002 - 2004
Barrick Gold Corporation 1999 - 2001
Maptek 1997 - 1999
Newmont Mining Corporation 1991 - 1997
Education
Queen's University 2001 — 2002
MBA, Finance
Queen's University 1994 — 1995
M.Sc., Mineral Exploration
The University of New Mexico 1984 — 1989
B.Sc., Geology
RBC Capital Markets April 2014 - September 2015
TD Canada Trust October 2013 - April 2014
TD Securities March 2012 - November 2013
TD Securities April 2010 - March 2012
Scotia Capital October 2009 - April 2010
Deutsche Bank January 2007 - September 2009
BMO Capital Markets 2006 - 2006
Keane 2006 - 2006
Sun Life Financial 1999 - 2006
Sun Life Financial 1999 - 2006
Skills
Project Portfolio..., Data Center, IT Operations, Systems Analysis, Data Modeling, Incident Management, Servers, Windows Server, Risk Management, Security, Change Management, Infrastructure, Project Delivery, Process Improvement, Team Leadership, Unix, ITIL, Disaster Recovery, Solaris, Oracle, Business Process..., Sybase, Integration, SDLC, AIX, Motivation, Governance, Oracle RAC, Cluster, Databases, Team Building, Red Hat Linux, Program Management, Vendor Management, IT Management, Enterprise Architecture, Software Documentation, Visio, Data Warehousing, Service Delivery, System Administration, SAN, ITIL Process
Education
Ryerson University 2009 — 2010
PM cerificate, Project Management
University of South Africa/Universiteit van Suid-Afrika 1992 — 1996
Diploma, Datametrics - Computer Science
Technical University Gabrovo 1982 — 1987
MSc Mechanical Engineering, Mechatronics
Scotiabank Global Banking and Markets October 2012 - Present
Scotia Capital July 2011 - October 2012
Scotia Capital May 2010 - August 2010
PwC Corporate Finance Inc. September 2009 - December 2009
Scotia Capital January 2009 - April 2009
Bank of Montreal January 2007 - February 2007
Skills
Capital Markets, Finance
Education
McMaster University 2008 — 2010
MBA, Business, Finance
Northwood University 2007 — 2008
BBA, Management
First Tennessee Bank January 2015 - Present
BB&T Capital Markets April 2013 - September 2014
J.P. Morgan March 2011 - March 2013
Barclays Capital October 2009 - March 2011
Scotia Capital September 2007 - October 2009
Skills
Credit Analysis, Portfolio Management, Bloomberg, Financial Structuring, Due Diligence, Banking, Risk Management, Credit, Credit Risk, Leveraged Finance, Commercial Banking, Asset Managment, Loans, Syndications, Alternative Investments, Finance, Financial Modeling, Investment Banking, Strategy, Asset Management, Financial Analysis, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
University of Virginia Darden School of Business 2005 — 2007
MBA, Business Administration
Rice University 1999 — 2003
B.A., Economics and Spanish
Woodberry Forest School 1995 — 1999
Manulife Financial March 2014 - 2015
Manulife November 2006 - March 2014
Manulife September 2004 - November 2006
Scotia Capital 1998 - August 2000
Ontario Teachers' Pension Plan 1996 - 1998
Skills
Strategic Financial..., Business Analysis, Accounting, Process Improvement, Budgets, Analysis, Financial Modeling, Financial Reporting, Insurance, Managerial Finance, Corporate Finance, Risk Management, Forecasting, Financial Analysis, Analytics, Access, Business Process..., Finance, Internal Controls, Financial Accounting, Executive Management, Sarbanes-Oxley Act, Financial Risk, Financial Services, Essbase, Variance Analysis, Auditing, Hyperion Enterprise, Valuation, Financial Planning
Education
Ryerson University
BBM, Accounting
Cornerstone Capital Partners L.P. December 2011 - July 2013
Portfolio Securities Strategy Inc 2013 - 2013
Strategic Storytellers December 2010 - November 2011
BMO Capital Markets April 1999 - December 2007
Salomon Brothers November 1995 - December 1998
Scotia Capital October 1983 - October 1995
Skills
Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Private Equity, Trading, Corporate Finance, Securities, Finance, Management, Marketing, Structured Finance, Investment Management, Sales, Capital Markets, Equities, Derivatives, Bloomberg, Investment Banking
Education
Queen's University 1979 — 1981
MBA, Finance
Queen's University 1976 — 1979
BA, Economics
Wells Fargo February 2014 - Present
Scotia Capital January 2013 - January 2014
Scotia Capital July 2011 - December 2012
Scotia Capital June 2009 - July 2011
University of Iowa September 2008 - May 2009
University of Iowa - Hawkinson Institute of Business Finance 2007 - May 2008
Skills
Credit Analysis, Financial Modeling, Valuation, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Finance
Penn State University 2001 — 2005
BA, Economics
Scotiabank July 2011 - Present
Scotiabank October 2007 - June 2011
Scotia Capital July 2005 - September 2007
Skills
Banking, Process Improvement, Business Process, Project Management, Analysis, Testing, Training, Business Requirements, Microsoft Office
Education
Ryerson University 2003 — 2008
Bachelor of Commerce, Systems Implementation & Development
Seneca College of Applied Arts and Technology 1999 — 2002
Business Computer Systems, Business Computer Systems
Forest City Ratner Companies March 2015 - Present
The Brooklyn Hospital Center January 2015 - Present
Forest City Ratner Companies March 2009 - February 2015
Forest City Ratner Companies August 2006 - March 2009
Forest City Ratner Companies May 2005 - August 2005
Scotia Capital September 2001 - May 2004
Skills
Access, Finance, Valuation, Asset Management, Commercial Real Estate, Spanish, Mergers & Acquisitions, Real Estate, Real Estate Development, Due Diligence, Asset Managment, Entrepreneurship, Portfolio Management, Restructuring, Financial Analysis, French, Corporate Finance, Property Management, Financial Modeling, Business Development, Lease Negotiations
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Real Estate, Italian
Queen's University 1997 — 2001
Bachelor of Commerce, Finance, Marketing
National Bank of Canada 2011 - Present
Self Employed 2009 - 2010
Scotia Capital 2008 - 2009
Dolphin Capital Partners 2007 - 2008
JD Power and Associates - The McGraw-hill Companies 2004 - 2007
Toromont Industries 2004 - 2004
Skills
Strategy, Business Development, Business Strategy, Management Consulting, Leadership, Market Research, Strategic Planning, Banking, International Business, Project Management, Marketing, Training, Team Leadership, Sales Operations, Relationship Management, Business Analysis, Investments, Sales, Marketing Strategy, Marketing Management, Corporate Communications, Financial Analysis, Public Relations, Negotiation, Market Analysis, Marketing Communications, Coaching, Management, Investor Relations, Business Planning, Budgeting, Competitive Analysis, Team Management, Strategy Development
Education
University of Windsor - Odette School of Business 2000 — 2002
Master of Business Administration
McMaster University 1996 — 2000
Honours Bachelor of Arts
Beutel, Goodman & Company Ltd. September 2012 - Present
The Dominion of Canada General Insurance Company July 2011 - August 2012
Scotia Capital May 2010 - August 2010
Education
McMaster University 2007 — 2011
BA, Economics
Scotiabank April 2014 - Present
Scotiabank June 2011 - Present
Scotia Capital May 2010 - June 2011
Kelly Services February 2010 - June 2011
Skills
Software Documentation, Visio, Troubleshooting, Servers, Technical Support, Networking, Computer Hardware, Hardware, Citrix, Requirements Analysis, Switches, Security, Analysis, Management, Testing, Software Installation, Windows, Leadership, Training, Change Management
Education
Ryerson University 2007 — 2010
Obtained Bachelor, Commerce and Information Technology Management; telecommunication infrastructure
Seneca College of Applied Arts and Technology 2003 — 2006
Diploma, Computer Systems Technology
TD May 2014 - Present
TD January 2014 - May 2014
Scotiabank June 2013 - November 2013
TD Bank Group November 2011 - May 2013
Scotiabank January 2010 - October 2011
Scotiabank March 2009 - January 2010
Scotiabank September 2006 - March 2009
TD Canada Trust July 2005 - August 2006
TD Canada Trust July 2002 - July 2005
Scotia Capital March 2002 - May 2002
Skills
Core Banking, Internet Banking, SDLC, Banking, PMP, Portfolio Management, Vendor Management, PMO, Program Management, People Management, MS Project, Business Case, Risk Management, Business Analysis, Management, Cross-functional Team..., Project Management, Project Delivery, Financial Services, Project Portfolio..., IT Strategy, Requirements Gathering
Education
Project Management Institute 2005 — 2005
PMP, Project Management
Ryerson University 1979 — 1984
BBM, Business Management/Computer Major
General Electric Company August 2013 - Present
General Electric Company May 2009 - August 2013
GE Capital June 2007 - June 2009
GE Capital June 2006 - June 2007
Scotia Capital 2005 - 2005
Skills
Sales Operations, Global Strategy, Cross-functional Team..., Process Simplification, Risk Management, Leadership, Corporate Finance, Finance, Auditing, Business Process..., Business Process..., Customer Experience, Financial Audits, Strategy, Management, Process Control, Analysis, Training, Financial Analysis, Financial Modeling, Forecasting, Portfolio Management, Due Diligence, Valuation, Project Management, Compliance Procedures, Indirect Sales Channels, Global Operations, Change Management, Managerial Finance, Business Strategy, Process Improvement
Education
McMaster University 2003 — 2005
MBA, International finance
National University of Singapore 2004 — 2004
Queen's University 1999 — 2003
BAH, Applied Economics
Scotia Capital June 2008 - Present
TSX Group October 2007 - June 2008
Cryptologic Inc. November 2004 - October 2007
eFunds Canada October 2003 - October 2004
Oasis Technology May 1999 - October 2003
Chartwell Telecom Ltd January 1995 - October 1998
Skills
Oracle SQL, C, C++, Sybase ASE, Java, Transaction Processing, Telecommunications, FIX, Multithreading, Performance Improvement, Data Feeds, Financial Markets, Agile, Generic Programming, Concurrent Programming, Parallel Processing, TCP/IP, IP Multicast, X.25, Solaris, AIX, HP-UX, Alpha, Linux, Tru64, BSD, Messaging Technologies, Ultra Low Latency, Oracle PL/SQL..., Parsing, Boost C++, C/C++ STL, Core Java, Unix Shell Scripting, Agile Methodologies, Sybase, Unix
Education
Rigas Tehniska Universitate 1982 — 1989
Master, Telecommunications
CPP Investment Board 2014 - Present
Investment Banking Institute - iBanking.com 2014 - 2015
Ontario Power Generation 2013 - 2014
Cerco Corp 2012 - 2014
Macquarie Group 2004 - 2012
Scotia Capital 2003 - 2004
Adjunct Professor at McMaster University 2003 - 2003
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Investments, Derivatives, Equities, Financial Markets, Hedge Funds, Alternative Investments, Equity Research, Private Equity, Bloomberg, Investment Strategies, Equity Valuation
Education
CFA Institute
CFA
McMaster University
MBA, Finance
York University - Schulich School of Business
BBA
IBM Canada Ltd. June 2010 - Present
United Way of York Region October 2010 - June 2014
Scotia Capital October 2007 - March 2010
RBC Dexia March 2006 - October 2007
Manulife Financial October 2004 - November 2005
Canada Life June 2002 - December 2003
Fidelity Investments May 2000 - August 2001
Skills
Risk Management, Investments, Project Management, Financial Risk, Valuation, Integration, Leadership, Process Improvement, Investment Strategies, Investment Management, Stock Trading, Stock Picking, Strategy, Analysis, Management Consulting, Vendor Management, Non-profit Leadership, Nonprofits, Board of Directors, Board Governance, Renewable Energy, Solar PV, Financial Analysis, Business Transformation, Program Management, Management, Finance, Customer Service, Negotiation, Team Leadership, Business Analysis, Analytics, Change Management, Strategic Planning, Business Strategy, Business Process..., Business Development, Project Planning, Entrepreneurship, Microsoft Office, Banking, Team Building, Operations Management, Consulting, Business Planning
Education
McMaster University 1997 — 2002
Honours Bachelor of Commerce, Major: Finance & Information Systems; Minor: Economics
CIBC World Markets August 2002 - Present
Scotia Capital September 1999 - June 2002
Education
Western University 1998 — 2002
BA, Political Science
Rochester Institute of Technology 1998 — 1999
M. Sc., Finance
University of Windsor 1992 — 1994
B. Comm, Business
Scotiabank Global Banking and Markets May 2014 - Present
Scotiabank Global Banking and Markets October 2011 - May 2014
Scotia Capital February 2010 - October 2011
Scotia Capital October 2007 - February 2010
Scotia Capital July 2006 - October 2007
Morgan Stanley November 2005 - July 2006
Skills
Software Project..., Business Analysis, SQL, Integration, Requirements Analysis, Systems Analysis, Agile Methodologies, Unix, Trading, Software Development, SOA, Trading Systems
Education
Ryerson University
B.Sc, Computer Science
CIBC April 2010 - Present
Scotia Capital May 2009 - April 2010
Deutsche Bank Securities April 2008 - August 2008
Education
McMaster University 2005 — 2009
Honours Bachelor of Commerce, Finance
CAIA Association
Passed the Chartered Alternative Investment Analyst Level I Exam
CFA Institute
Passed the CFA Level l exam
CSI Institute
Baffinland September 2014 - Present
Bellotti Goodman Inc. October 2011 - July 2014
Union Securities July 2009 - October 2011
Max Capital Markets November 2007 - June 2009
Research Capital April 2006 - October 2007
Scotia Capital May 2004 - March 2006
FFE Minerals - Technequip April 1999 - March 2003
Thyssen Mining and Construction of Canada July 1996 - March 1999
Skills
Valuation, Mining, Due Diligence, IPO, Venture Capital, Private Equity, Equity Trading, Equities, Investments, Investor Relations, Financial Modeling, Capital Markets, Equity Research, Investment Banking, Trading
Education
Queen's University 2003 — 2004
MBA, Finance
Queen's University 1992 — 1996
B.Sc., Mining Engineering
S&P Dow Jones Indices April 2014 - Present
Millennium Partners March 2009 - April 2014
Duff Capital Advisors October 2008 - March 2009
Merrill Lynch September 2006 - October 2008
Independent Consultant 2000 - 2008
Tullett Prebon 2006 - 2006
Infusion Development 2003 - 2005
Algorithmics 2002 - 2002
Conexys 2000 - 2001
Scotia Capital 1999 - 1999
Skills
Solaris, Derivatives, Databases, Agile Methodologies, Disaster Recovery, Fixed Income, Hedge Funds, Java, Linux, Microsoft SQL Server, Options, Quantitative Finance, SDLC, SQL, Software Development, Sybase, Trading Systems, Unix, Market Data, Investment Banking, Electronic Trading, Equity Derivatives, Credit Derivatives, Interest Rate..., Prime Brokerage, Market Risk, Bloomberg
Education
NYU 2012 — 2013
Financial Risk Management, Financial Risk Management
University of Waterloo 1998 — 2003
Bachelor of Math, Computer Science
Scotia Capital 2010 - Present
BMO Capital Markets October 2009 - March 2010
Alpha Trading Systems March 2009 - October 2009
Perimeter Financial 2006 - 2009
SS&C Technologies 2005 - 2006
FMC 1998 - 2005
Cameco Corporation 1996 - 1997
University of Saskatchewan 1994 - 1995
Skills
Trading Systems, Sybase, Market Data, Electronic Trading, Derivatives, SDLC, Microsoft SQL Server, .NET, C#, Java, SQL, Python, FIX, ASP.NET, Unix, Business Analysis, Capital Markets, Requirements Gathering, Software Development, Databases, Requirements Analysis, Agile Methodologies, Solaris, Analysis, Software Project..., Web Services, Enterprise Architecture, T-SQL, Unix Shell Scripting, PL/SQL, UML, Solution Architecture, Oracle, XML, Systems Analysis, WCF, Data Warehousing, Integration, Java Enterprise Edition, Spring, Business Intelligence, JMS, Application Architecture, SOAP
Education
National Research Nuclear University MEPhI (Moscow Engineering Physics Institute) 1979 — 1985
Integrated Asset Management Corporation May 2007 - August 2007
Scotia Capital September 2006 - December 2006
Bank of Montreal January 2006 - April 2006
Standard Trust Bank Plc. June 2004 - January 2005
Education
McMaster University 2005 — 2007
MBA, Finance & Accounting
Saint Mary's University 1999 — 2002
BCOMM, Finance & Marketing
OPB (Ontario Pension Board) August 2014 - Present
CPP Investment Board April 2014 - August 2014
CPP Investment Board April 2012 - April 2014
CPP Investment Board October 2009 - April 2012
Scotia Capital April 2008 - August 2008
TD Securities April 2007 - September 2007
Skills
Fixed Income, Derivatives, Bloomberg, Valuation, Alternative Investments, Capital Markets, Trading, Structured Products, Investments, Private Equity
Education
Queen's University 2013 — 2014
Master's Degree, Master of Finance
University of Waterloo 2004 — 2009
Bachelor of Science, Honours Science and Business, Coop
CFA Institute
CFA Level 2 Candidate
Sitar Realty Company October 2007 - Present
St. Joseph's Regional Medical Center January 2007 - September 2007
Coventry Development Corporation February 2000 - August 2006
Scotia Capital November 1992 - January 2000
Skills
Real Estate Development, Asset Managment, Commercial Real Estate, Asset Management, Strategic Planning, Due Diligence, Real Estate, Leases
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
New York University 1988 — 1990
Diploma, Real Estate Investment Finance
New Jersey Institute of Technology 1979 — 1980
Graduate Studies, Civil Engineering, Transportation and Construction Management
New Jersey Institute of Technology 1975 — 1979
B.S., Civil Engineering
Scotiabank July 2012 - Present
Wake Forest University August 2010 - May 2012
Scotia Capital June 2011 - August 2011
KPMG September 2006 - June 2010
Skills
Auditing, Financial Analysis, Accounting, Finance, Analysis, Budgets, Management, Banking, Project Planning, CPA, CRM, Financial Modeling, Human Resources, Financial Reporting, Financial Accounting, Internal Controls, Corporate Finance, Due Diligence, Insurance, PowerPoint, Portfolio Management, Valuation
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Business, Finance
Muhlenberg College 2002 — 2006
BS, Accounting, Business Administration
Scotiabank Global Banking and Markets December 2014 - Present
Scotiabank Global Banking and Markets December 2010 - Present
Scotia Capital January 2009 - December 2010
Scotia Capital May 2007 - January 2009
PepsiCo September 2005 - May 2007
Scotia Capital May 2004 - August 2004
Skills
Financial Modeling, Capital Markets, Valuation, Finance
Education
Queen's University 2001 — 2005
Finance
CIBC Asset Management February 2011 - Present
Rudson Valuation Group January 2010 - January 2011
RBC September 2008 - December 2008
Scotia Capital January 2008 - April 2008
Education
Wilfrid Laurier University 2007 — 2009
MBA, Financial Management
Queen's University 2003 — 2007
BAH, Economics
Scotia Capital March 2007 - Present
Education
Ryerson University 2002 — 2009
Mawer Investment Management February 2013 - Present
Arrow Capital Management Inc June 2008 - November 2012
Aon Consulting February 2007 - May 2008
Scotia Capital December 2005 - February 2007
Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Fund Of Funds, Performance Attribution, Investment Strategies, Mutual Funds, Institutional Clients, Portfolios, Pension Funds, Fund Managers, Institutional Investors, Investment Management, Equities, Asset Managment, Private Equity, Capital Markets, Derivatives, Equity Research, Fixed Income, Institutional..., Wealth Management
Education
Queen's University
MBA
The University of Western Ontario
BA
Fairwater Capital Corp. January 2005 - Present
Youthlink September 2009 - September 2011
Scotia Capital 1992 - 1994
Skills
Equity Research, Equities, Portfolio Management, Capital Markets, Investments
Education
McMaster University
B Comm, Finance
Atlantic Capital Bank April 2007 - December 2012
The Bank of Nova Scotia/ScotiaBanc, Inc August 1994 - December 2006
Scotia Capital 1990 - 1994
Skills
Commercial Banking, Derivatives, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Credit Risk, Credit, Banking, Cash Management, Financial Structuring, Treasury Management, Capital Markets, Financial Risk, Private Banking, Financial Analysis, Risk Management, Finance, Corporate Finance
Education
Northeastern University
PNC Financial Services Group November 2013 - Present
RBS Securities, Inc. May 2010 - October 2013
Scotia Capital 2007 - June 2010
J.P. Morgan 1993 - 1999
Skills
Capital Markets, Investment Banking, Corporate Finance, Structured Finance, Financial Structuring, Private Equity, Mergers & Acquisitions, Investor Relations, Portfolio Management, Financial Modeling, Project Finance, Risk Management, Derivatives, Credit Analysis, Due Diligence, Banking, Valuation
Education
Our Lady of the Lake University
University of Houston
MBA
Kingsland Capital August 2006 - Present
Scotia Capital 1997 - 2006
Ernst & Young September 1990 - April 1996
Education
Saint Mary's University 1986 — 1990
Bachelor of Commerce (B.Com.), Economics
RBC Capital Markets July 2011 - Present
Scotia Capital January 2005 - July 2011
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Equities, Valuation, Financial Modeling, Corporate Finance, Hedge Funds, Private Equity, Bloomberg, Financial Structuring, Structured Products, Financial Analysis, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Purdue University 1986 — 1990
BS, Accounting
Scotia Capital Global Capital MarketsScotia Capital2006 - 2008
Education
Queen's University 1999 — 2003
BSC, Computer Science
Longview Solutions March 2013 - Present
Amex September 2010 - March 2013
CI Investments Inc. September 2009 - September 2010
Symcor May 2007 - May 2009
Scotia Capital July 2002 - May 2007
Skills
PMP, SDLC, Project Delivery, Project Portfolio..., Vendor Management, PMO, MS Project, Project Management, Cross-functional Team..., IT Strategy, Business Analysis, SharePoint, Business Requirements, Project Planning, Analysis, Resource Management, Management, Leadership, Team Management, Project Coordination, Software Project..., Requirements Gathering, Data Center, Requirements Analysis, Microsoft Project
Education
University of Waterloo 1997 — 2002
B.Math, Matehmatics, Business, Computers
York University - Schulich School of Business 2006 — 2007
Project Management
Ryerson University
Project Management
Scotiabank Global Banking and Markets June 2014 - Present
Scotiabank Global Banking and Markets December 2012 - May 2014
Scotiabank Global Banking and Markets July 2012 - December 2012
Scotiabank Global Banking and Markets May 2010 - July 2012
Scotia Capital August 2009 - April 2010
Dundee Wealth Inc. May 2008 - August 2008
Education
McGill University 2005 — 2009
BCom, Finance
Scotiabank August 2009 - Present
Scotia Capital January 2009 - August 2009
TD BANK, Toronto July 2008 - October 2008
KPMG LLP September 2003 - June 2008
CIBC 2006 - 2006
Bank of India January 1995 - January 2003
BANK OF INDIA January 1989 - January 2003
Bank of India 1977 - 2003
Bank of India January 1989 - January 1995
Skills
CISA, Audit, Risk, SOX, Assurance, Documentation, Auditing, Compliance, Accounting, Internal Audit, Banking
Education
ISACA 1998 — 1998
CISA, IT Audit
Mithibai College 1979 — 1981
B.G.L.(Bachelor of Laws, Law
Mithibai College 1972 — 1976
B.Sc, Chemistry
University of Mumbai 1972 — 1976
B.Sc, Chemistry
CIA
Finance; B. Sc, Management Accounting; Physics
NIBM, Pune
Lawrence Asset Management Inc. February 2009 - April 2010
Sentry Select Capital Corp. 1999 - 2008
HSBC Securities 1998 - 1999
Scotia Capital 1997 - 1998
Desjardins Financial Security 1990 - 1996
TD Bank Group 1981 - 1989
Skills
Portfolio Management, Equity Research, Petroleum, Investment Strategies, Capital Markets, Asset Managment, Investments, Equities, Valuation, Structured Finance, Asset Allocation, Investment Banking, Alternative Investments, Securities, Investment Advisory, Hedge Funds, Mutual Funds, Financial Modeling, Fixed Income, Venture Capital, Trading, Financial Structuring, Private Equity, Wealth Management
Education
Queen's University
B.Sc., Mechanical Engineering
RBC Capital Markets June 2013 - Present
RBC Capital Markets March 2010 - June 2013
Scotia Capital June 2009 - March 2010
Credit Suisse 2005 - 2009
Merrill Lynch 2000 - 2005
Skills
Equity Derivatives, Quantitative Finance, Derivatives, Structured Products, Equities, Options, Volatility, Financial Engineering, Capital Markets, Swaps, Quantitative Analytics
Education
New York University 1996 — 2000
Ph.D., Applied Mathematics
Kungsholmens gymnasium
Global Hunter Securities 2012 - Present
Cantor Fitzgerald October 2009 - October 2011
BMO Capital Markets 2004 - 2009
Scotia Capital 1998 - 2003
Paine Webber 1996 - 1998
Wertheim Schroder 1988 - 1996
McCarthy Crisanti & Maffei 1986 - 1988
Coopers & Lybrand 1984 - 1986
Stone & Webster 1977 - 1984
Education
New York University 1977 — 1983
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1973 — 1977
BE, Mechanical Engineering
Scotia Capital January 2005 - Present
Skills
Investments, Chartered Financial..., Banking, Corporate Finance, Risk Management, Strategy, CFA, MBA, Portfolio Manager, Strategic Planning, Management, Credit, Negotiation, Start-ups, Credit Risk, Portfolio Management, Financial Analysis, Loans
Education
McMaster University 1982 — 1984
Master of Business Administration (M.B.A.), International Finance
University of Toronto 1978 — 1982
Bachelor’s Degree, Business/Commerce, General
Devoted To You August 2009 - Present
TELUS June 2008 - Present
Shoppers Drug Mart March 2008 - June 2008
Scotia Capital August 2007 - March 2008
TELUS January 2007 - August 2007
TELUS Communications January 2005 - January 2007
Skills
Process Improvement, Project Management, Telecommunications, Negotiation, Wedding Planning
Education
Wilfrid Laurier University 2008 — 2012
Masters in Business Administration
Ryerson University 2005 — 2007
Certification, Project Management
University of Toronto 1999 — 2004
Bachelor, Applied Sciences & Engineering - Electrical Engineering
Rogers Communications August 2013 - Present
RBC July 2012 - July 2013
Rogers Communications Inc. November 2009 - August 2012
Scotia Capital September 2009 - November 2009
Hydro One January 2008 - August 2009
Bank of Montreal September 2005 - December 2007
Rogers Communications Inc September 2003 - August 2005
Cowboy Corp September 2002 - August 2003
Allianz EFU Health Insurance July 2001 - July 2002
Oratech 1999 - 2001
Skills
Database..., Microsoft SQL Server, Database Admin, SQL Tuning, Sybase, Disaster Recovery, System Administration, Data Migration, Databases, Data Modeling, Software Installation, Data Warehousing, Database Administration, PL/SQL, Oracle, Oracle RAC, Data Guard, Database Design, Unix, High Availability, Cluster, Requirements Analysis, ETL, RMAN, SQL, Crystal Reports, Business Intelligence, Unix Shell Scripting, Data Warehouse..., Performance Tuning, AIX, Erwin, Solaris, Oracle Applications, Enterprise Architecture, Shell Scripting, Oracle HR, Solution Architecture, DB2, HP-UX, SQL*Plus, Weblogic, SDLC, Informatica
Education
NED University of Engineering and Technology 1993 — 1997
BE
Pak Steel Cadet College
Natixis October 2014 - Present
The Bank of Nova Scotia November 2013 - Present
Natixis 2014 - 2015
Scotia Capital June 2011 - November 2013
Scotia Capital January 2010 - February 2012
Education
New York Law School 2010 — 2013
Juris Doctor, Law
Siena College 2006 — 2010
B.A, History, Biology
The University of Glasgow
Ridgefield High School
Scotiabank Global Banking and Markets April 2015 - Present
Desjardins Capital Markets November 2014 - April 2015
Desjardins Capital Markets August 2012 - October 2014
Northbridge Financial Corporation January 2010 - July 2012
Scotia Capital April 2008 - August 2008
RBC Dexia Investor Services June 2007 - August 2007
Skills
Risk Management, Investment Banking, Portfolio Management, Trading, Analysis, Equities, Due Diligence, Investments, Derivatives, Fixed Income, Equity Research
Education
Queen's University 2005 — 2009
B.Com., Finance
CFA Institute 2009 — 2011
Intelex Technologies Inc. June 2009 - Present
Scotia Capital May 2008 - August 2008
Bell ExpressVu January 2008 - April 2008
CIBC May 2007 - August 2007
George Brown College September 2006 - December 2006
Skills
Quality Assurance, Requirements Gathering, Software Quality..., Quality Center, User Acceptance Testing, Agile Methodologies, Testing, Selenium IDE script...
Education
Ryerson University 2004 — 2009
BComm, IT Management
Scotia Capital February 2009 - Present
Scotia McLeod Direct Investing February 2006 - April 2009
Faces Cosmetics -Fairview Mall September 2003 - June 2005
CIBC World Markets September 2001 - September 2003
CIBC February 2001 - September 2001
Skills
Compliance, Trading, Options, Microsoft Office, Customer Service, Policy, Banking, Risk Management, Financial Risk, Capital Markets, Portfolio Management, Financial Services, Fixed Income, Insider Trading, Control Room
Education
Ryerson University 1994 — 1998
BBM, Business Management
S&P Capital IQ January 2015 - Present
Scotia Capital May 2013 - January 2015
Scotiabank January 2010 - April 2013
Tirgarvil May 2009 - December 2009
Skills
Quantitative Finance, Options, Hedging, Credit Risk, Derivatives, VBA, Portfolio Management, Capital Markets, Risk Management, Matlab, Financial Modeling, Valuation, Market Risk, Commodities, C++, Industry Analysis, Excel, Quantitative Analysis, Economics, Quantitative Analytics, Commodity, Microsoft Excel, Competitive Analysis, Monte Carlo Simulation, Trading, Equities, Equity Derivatives, Fixed Income, Bloomberg, Basel II, Trading Systems
Education
University of Waterloo 2008 — 2009
Master, Quantitative Finance
University of Waterloo 2005 — 2008
Master, Pure Math
Peking University 1999 — 2003
Bachelor, Physics
Providence Equity Partners January 2015 - Present
Scotiabank Global Banking and Markets May 2010 - January 2015
Scotia Capital August 2009 - May 2010
Scotia Capital May 2008 - August 2008
Education
Queen's University 2005 — 2009
Bachelor of Commerce, Finance
Nanyang Technological University 2008 — 2008
Exchange, Finance
Neuchatel Junior College 2004 — 2005
Morrison Park Advisors 2007 - Present
Scotia Capital 2001 - 2007
Education
CFA Institute 1999 — 2001
CFA Charterholder, Finance
McMaster University 1998 — 2000
MBA, Finance
Wilfrid Laurier University 1988 — 1992
BA, Economics
Scotia Capital May 2010 - Present
St. George bank January 2009 - August 2009
Deloitte September 2007 - September 2008
Deloitte September 2005 - September 2007
Education
Queen's University 2001 — 2005
BCOMM
Gavin Management Group May 2015 - Present
Scotiabank Global Banking and Markets January 2011 - May 2015
Focus Business Consulting January 2010 - December 2010
Scotia Capital January 2009 - December 2009
RBC Dominion Securities January 2008 - August 2008
Education
McMaster University 2008 — 2010
Co-op MBA, Finance
Western University 2003 — 2007
Honours Bachelor of Medical Science, Biochemistry
Scotia Capital April 2011 - Present
Scotia Capital January 2009 - September 2010
Education
McMaster University 2008 — 2010
Graduate, MBA
Western University 2002 — 2006
BMOS, Finance
CIBC Wood Gundy July 2011 - Present
Scotia Capital October 2006 - June 2011
Celestica June 1999 - October 2006
Skills
Derivatives, Equity Research, Options, Banking, Investments, Hedge Funds, Capital Markets, Bloomberg, Portfolio Management, Equities, Fixed Income, Investment Strategies
Education
Queen's University 1996 — 2001
B.Sc., Electrical & Computer Engineering
CFA Institute
Canadian Securities Institute
Scotiabank September 2010 - Present
Scotia Capital March 2010 - June 2010
Scotia Macleod February 2009 - April 2009
Zhongshan Group Finance Corporation January 2000 - January 2007
Zhongshan Group Finance Corporation January 1995 - January 2000
Skills
Bloomberg, Capital Markets, Banking, Financial Analysis, Fixed Income, Equities, Derivatives, Securities, Valuation, Hedge Funds, Risk Management, Investments, Corporate Finance, Private Equity
Education
Nanjing University, School of Business 1988 — 1990
Bachelor Degree, International Economy; Trade
Nanjing University 1984 — 1988
Bachelor Degree, Computer Software
Conner Clark and Lunn Investment Management 1998 - Present
Scotia Capital 1987 - 1998
Education
McMaster University 1986 — 1987
MBA, Business
McMaster University 1982 — 1985
B Comm, Business
Judy McKay, C.A., M.B.A. 2010 - Present
Scotia Capital 1994 - 2009
KPMG 1985 - 1993
Skills
Finance, Investment Strategies, Financial Analysis, Corporate Finance, Fixed Income, Capital Markets, Financial Modeling, Commercial Banking, Strategic Financial..., CRM, Portfolio Management, Credit Risk, Credit Analysis, Equities, Credit, Private Equity, Investment Banking, Banking, Risk Management, Business Strategy, Leveraged Finance
Education
McMaster University 1984 — 1985
M.B.A.
University of Guelph 1979 — 1983
Honours B.A., Management Economics
Scotiabank August 2013 - Present
Centerboard Group January 2012 - July 2013
Scotia Capital January 2011 - June 2011
Wellington Management December 2009 - September 2010
Kendall Investments July 2009 - November 2009
NEPC January 2009 - June 2009
MW Financial Group Ltd. May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Polish, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Investments, Derivatives, Due Diligence, Securities, Mutual Funds, Finance, Bloomberg Terminal, Asset Allocation, Economics, Analysis, Options, Valuation, Investment Management, Management, Investment Banking, Equities
Education
Northeastern University 2006 — 2011
Finance, Economics, Architectural History
Benefit Street Partners July 2014 - Present
Apollo Capital Management April 2012 - July 2014
Stone Tower Capital January 2006 - April 2012
Citadel Hill Advisors December 1999 - June 2005
Scotia Capital January 1996 - December 1999
Skills
Investment Management, High Yield, Hedge Funds, Fixed Income, Bloomberg, Structured Products, Asset Managment, Credit Analysis, Credit, Relative Value, Special Situations, Alternative Investments, Asset Management, Equities, Capital Markets, Investments, Trading
Education
Queen's University 1988 — 1990
MBA, Finance
Queen's University
BA, Economics
Scotia Capital 2005 - 2015
Brevan Howard 2004 - 2005
Merrill Lynch 2000 - 2004
Goldman Sachs 1992 - 1997
Skills
Interest Rate..., Fixed Income, Swaps, Derivatives, Structured Products, Market Risk, Trading, Bonds, Global Macro, Portfolio Management, Hedge Funds, Relative Value, Volatility, Capital Markets, Equities, FX Options, Financial Markets, Bloomberg, Quantitative Finance, Credit Derivatives, Options, Equity Derivatives, Investments, Management
Education
The Tuck School of Business at Dartmouth 2013 — 2013
Executive Education, Leadership and Strategic Planning
The London School of Economics and Political Science (LSE) 1991 — 1992
Master of Science (MSc), Economics and Finance
Queen's University 1988 — 1991
Bachelor’s Degree, Economics
Scotiabank Global Banking and Markets December 2012 - Present
Scotia Capital February 2007 - December 2012
Scotiabank September 2004 - February 2007
Education
University of Toronto - Rotman School of Management
MBA
University of Windsor
Law
Queen's University
Arts & Science, Economics, Sociology
Upper Canada College
Scotia Capital DirectorScotiaMocatta1989 - Present
Education
Queen's University 1971 — 1975
B. Comm. Hons
Scotia Capital May 2011 - August 2011
S-Trip! September 2010 - January 2011
S-Trip! May 2010 - September 2010
S-Trip! May 2007 - May 2010
Scotiabank May 2009 - August 2009
Champs Sports November 2008 - July 2009
Skills
Sales, Social Media Marketing, Customer Service, Social Media, Event Planning, Microsoft Excel
Education
Ryerson University 2008 — 2013
BCom, Information Technology Management
Scotiabank June 2015 - Present
Scotiabank February 2015 - June 2015
Scotia Capital April 2010 - February 2015
National Bank Financial May 2000 - April 2010
Skills
Equities, Derivatives, Financial Analysis, Risk Management, Securities, Finance, Financial Modeling, Bloomberg, Capital Markets, Management, Requirements Analysis, Portfolio Management, SDLC, Fixed Income, Investments, Mutual Funds
Education
Ryerson University 1996 — 2000
BCOMM, Marketing & Finance
Scotia Capital 2009 - Present
Education
McMaster University 2006 — 2009
MBA, Masters of Business Administration
Wilfrid Laurier University 2001 — 2005
HBBA, Honours Bachelor of Business Administration
Scotia Capital
Skills
ITIL, Network Administration, Security, Disaster Recovery, Solaris, System Administration, Troubleshooting, Software Installation, Network Design, Data Center
Education
University of Ottawa / Université d'Ottawa 2005 — 2007
Masters Eng, Electrical/Computer Eng
NED University of Engineering and Technology
University of Ottawa
Master's Degree, Computer Engineering
ONCAP - Onex Corporation's Middle Market Private Equity Fund January 2000 - Present
Scotia Capital August 1994 - January 2000
Education
Queen's University 1990 — 1993
BCOMM, Finance
Hatch May 2011 - August 2011
Scotia Capital May 2010 - August 2010
Skills
Matlab
Education
McMaster University 2007 — 2012
Mechatronics Engineering and Management
Itaú BBA August 2014 - Present
Scotia Capital June 2009 - August 2014
Merrill Lynch 2004 - 2009
J.P. Morgan 2002 - 2004
Citi 1997 - 2002
Skills
Fixed Income, Funding, Emerging Markets
Education
Walden University 2010 — 2012
Master's degree, Business Administration and Management, General
PUC-SP 2002 — 2004
Master, Business Management
PUC-SP 1997 — 2001
Bachelor, Business Management
Brookfield Asset Management November 2014 - Present
Red Sky Capital Management Ltd. July 2010 - October 2014
GMP Investment Management May 2008 - June 2010
Lehman Brothers January 2007 - May 2008
Scotia Capital August 2005 - December 2006
Education
Queen's University
Bachelor of Commerce, Finance
Schulich School of Business
MBA
Perisen Capital Management Ltd. 2010 - Present
Lisio-Mason 2008 - 2010
CIBC World Markets 2005 - 2008
J.P. Morgan 1999 - 2005
Scotia Capital 1993 - 1999
Skills
Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments, Business Strategy, Equities, Private Equity, Valuation
Education
Wharton School, University of Pennsylvania 1991 — 1993
MBA, Finance
McMaster University 1984 — 1988
Hons BComm
BMO Financial Group June 2012 - Present
Scotia Capital April 2010 - June 2012
BMO Capital Markets June 2007 - March 2010
BMO Capital Markets March 2006 - June 2007
Skills
Derivatives, Business Analysis, SDLC, Capital Markets, Dodd-Frank, Requirements Management, Requirements Gathering, Test Management, Testing, Trading Systems
Education
McMaster University 1998 — 2003
Bachelor of Engineering & Management