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
Mari Jensen Mari Jensen's Scotia Capital Experience December 2009 - July 2011
Job Director, Institutional FX Sales at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets December 2012 - Present
Scotiabank Global Banking and Markets July 2011 - December 2012
Scotia Capital December 2009 - July 2011
Scotia Capital June 2008 - December 2009
Scotia Capital August 2007 - June 2008
Scotia Cassels April 2005 - July 2007
Scotiabank 1997 - 2002
Skills
Bloomberg, Capital Markets, Derivatives, FX Options, Financial Markets
Education
Market Technicians Association 2011 — 2012
Chartered Market Technician, Technical Analysis
CFA Institute 2002 — 2004
Chartered Financial Analyst
Simon Fraser University 2002 — 2004
MBA, Global Asset and Wealth Management
Simon Fraser University 2002 — 2003
BBA, Finance
Scotiabank Global Banking and Markets December 2012 - Present
Scotiabank Global Banking and Markets July 2011 - December 2012
Scotia Capital December 2009 - July 2011
Scotia Capital June 2008 - December 2009
Scotia Capital August 2007 - June 2008
Scotia Cassels April 2005 - July 2007
Scotiabank 1997 - 2002
Skills
Bloomberg, Capital Markets, Derivatives, FX Options, Financial Markets
Education
Market Technicians Association 2011 — 2012
Chartered Market Technician, Technical Analysis
CFA Institute 2002 — 2004
Chartered Financial Analyst
Simon Fraser University 2002 — 2004
MBA, Global Asset and Wealth Management
Simon Fraser University 2002 — 2003
BBA, Finance
Joseph Leanza Joseph Leanza's Scotia Capital Experience January 2012 - April 2012
Job Medical Student at Mount Sinai School of Medicine
Industry International Affairs
Experience
Mount Sinai School of Medicine July 2012 - Present
Scotia Capital January 2012 - April 2012
American Enterprise Institute January 2010 - June 2010
Office of John Hall, Rep. District 19 NY May 2009 - August 2009
Skills
Spanish, French, Stata, Public Policy, Microsoft Office, International Relations, Policy Analysis, Qualitative Research, Data Analysis, Public Speaking, Research, English, Statistics, Public Health
Education
The Johns Hopkins University 2008 — 2011
Bachelor of Arts (B.A.), International Relations
John Jay High School
Mount Sinai School of Medicine July 2012 - Present
Scotia Capital January 2012 - April 2012
American Enterprise Institute January 2010 - June 2010
Office of John Hall, Rep. District 19 NY May 2009 - August 2009
Skills
Spanish, French, Stata, Public Policy, Microsoft Office, International Relations, Policy Analysis, Qualitative Research, Data Analysis, Public Speaking, Research, English, Statistics, Public Health
Education
The Johns Hopkins University 2008 — 2011
Bachelor of Arts (B.A.), International Relations
John Jay High School
Benjamin Martinez Benjamin Martinez's Scotia Capital Experience 2000 - 2005
Job Vice President at Columbia Bank
Industry Banking
Experience
Columbia Bank July 2014 - Present
Bank of the West March 2011 - July 2014
Bank of America June 2005 - March 2011
Scotia Capital 2000 - 2005
Bank of Nova Scotia September 1997 - July 2000
Skills
Loans, Commercial Banking, Syndications, Capital Markets, Financial Analysis, Interest Rate Risk..., Treasury Management, Underwriting
Education
The University of Western Ontario 1995 — 1997
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Columbia Bank July 2014 - Present
Bank of the West March 2011 - July 2014
Bank of America June 2005 - March 2011
Scotia Capital 2000 - 2005
Bank of Nova Scotia September 1997 - July 2000
Skills
Loans, Commercial Banking, Syndications, Capital Markets, Financial Analysis, Interest Rate Risk..., Treasury Management, Underwriting
Education
The University of Western Ontario 1995 — 1997
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Anne Jessop Anne Jessop's Scotia Capital Experience February 2012 - September 2012
Job Senior BA at Bell
Industry Information Technology and Services
Experience
Bell December 2013 - Present
Trigon Computer Solutions March 2013 - November 2013
Scotia Capital February 2012 - September 2012
Loblaw Companies November 2008 - June 2011
National Express September 2007 - November 2008
HOOPP July 2005 - June 2007
CGI Consulting Group June 2002 - May 2005
Allstream 1999 - 2001
Sprint Canada 1996 - 1997
Bell Mobility 1989 - 1996
Skills
HP Executive Scorecard, ETL, Business Analysis, Process Improvement, Business Requirements, IT Service Management, SDLC, Systems Analysis, Software Documentation, Analysis, Integration, Visio, Quality Assurance, SharePoint, Management, ITIL, Business Process, Unix, Microsoft Excel, BMC Remedy, IT Strategy, Retail, Banking, MS Project, Microsoft SQL Server, Informatica, SQL Server, ITSM, POS, Microsoft Office, HPQC Quality Centre, Service-Now, KROLL, Toad, Ensemble, OLAP, Microsoft SSRS, HP Asset Manager, HP Service Manager, Microsoft Project
Education
Seneca College of Applied Arts and Technology 1987 — 1988
Computer Programming
Bell December 2013 - Present
Trigon Computer Solutions March 2013 - November 2013
Scotia Capital February 2012 - September 2012
Loblaw Companies November 2008 - June 2011
National Express September 2007 - November 2008
HOOPP July 2005 - June 2007
CGI Consulting Group June 2002 - May 2005
Allstream 1999 - 2001
Sprint Canada 1996 - 1997
Bell Mobility 1989 - 1996
Skills
HP Executive Scorecard, ETL, Business Analysis, Process Improvement, Business Requirements, IT Service Management, SDLC, Systems Analysis, Software Documentation, Analysis, Integration, Visio, Quality Assurance, SharePoint, Management, ITIL, Business Process, Unix, Microsoft Excel, BMC Remedy, IT Strategy, Retail, Banking, MS Project, Microsoft SQL Server, Informatica, SQL Server, ITSM, POS, Microsoft Office, HPQC Quality Centre, Service-Now, KROLL, Toad, Ensemble, OLAP, Microsoft SSRS, HP Asset Manager, HP Service Manager, Microsoft Project
Education
Seneca College of Applied Arts and Technology 1987 — 1988
Computer Programming
Bob Batelli Bob Batelli's Scotia Capital Experience March 1989 - Present
Job Director Foreign Exchange at Scotia Capital
Industry Banking
Experience
Scotia Capital March 1989 - Present
Skills
Derivatives, Credit Risk, Risk Management, Financial Risk, Trading, FX Options, Due Diligence
Education
St. Francis College
BS Management, Management, Finance, Economics
Scotia Capital March 1989 - Present
Skills
Derivatives, Credit Risk, Risk Management, Financial Risk, Trading, FX Options, Due Diligence
Education
St. Francis College
BS Management, Management, Finance, Economics
Janir Asan Janir Asan's Scotia Capital Experience 1997 - 1997
Job Software Architect at Ontario Telemedicine Network
Industry Computer Software
Experience
Ontario Telemedicine Network 2011 - Present
American Gaming Systems / Gametronics 2000 - 2011
Conexys 1997 - 2000
Scotia Capital 1997 - 1997
Teleinvest SA 1992 - 1996
Skills
Software Development, SOA, XML, Java Enterprise Edition, Distributed Systems, Java, Enterprise Architecture, Agile Methodologies, Web Services, Enterprise Software, Testing, Integration, Sybase, SDLC, Quality Assurance, Oracle Database, Microsoft SQL Server, Oracle, SQL, J2EE Web Services
Education
1987 — 1992
Masters, Computer & Information Sciences
Ontario Telemedicine Network 2011 - Present
American Gaming Systems / Gametronics 2000 - 2011
Conexys 1997 - 2000
Scotia Capital 1997 - 1997
Teleinvest SA 1992 - 1996
Skills
Software Development, SOA, XML, Java Enterprise Edition, Distributed Systems, Java, Enterprise Architecture, Agile Methodologies, Web Services, Enterprise Software, Testing, Integration, Sybase, SDLC, Quality Assurance, Oracle Database, Microsoft SQL Server, Oracle, SQL, J2EE Web Services
Education
1987 — 1992
Masters, Computer & Information Sciences
Alisa Tazhitdinova's Scotia Capital Experience May 2009 - August 2009
Job PhD Candidate, University of California, Berkeley
Industry Higher Education
Experience
University of California, Berkeley August 2010 - Present
UC Berkeley June 2013 - August 2013
University of Waterloo September 2008 - April 2010
Scotia Capital May 2009 - August 2009
Robertson Eadie and Associates May 2008 - August 2008
TD Bank 2005 - 2008
Skills
Statistics, Economics, Quantitative Finance, Quantitative Analysis, Matlab
Education
University of California, Berkeley 2010 — 2015
Ph.D., Economics
University of Waterloo 2008 — 2010
MMath, Statistics - Finance
Western University 2005 — 2008
BSc, Mathematical Sciences, Financial Economics
University of California, Berkeley August 2010 - Present
UC Berkeley June 2013 - August 2013
University of Waterloo September 2008 - April 2010
Scotia Capital May 2009 - August 2009
Robertson Eadie and Associates May 2008 - August 2008
TD Bank 2005 - 2008
Skills
Statistics, Economics, Quantitative Finance, Quantitative Analysis, Matlab
Education
University of California, Berkeley 2010 — 2015
Ph.D., Economics
University of Waterloo 2008 — 2010
MMath, Statistics - Finance
Western University 2005 — 2008
BSc, Mathematical Sciences, Financial Economics
Sean Dowd Sean Dowd's Scotia Capital Experience 1992 - 1995
Job Ridgefield Bicycle Company
Industry Retail
Experience
Ridgefield Bicycle Company January 2011 - Present
Ridgefield Youth Football 2012 - 2015
Downtown Ridgefield Board 2011 - 2014
Knight Capital Group 2009 - 2010
UBS Investment Bank 1995 - 2009
Scotia Capital 1992 - 1995
Education
University of Maine 1991 — 1992
Master of Business Administration (M.B.A.), Finance, General
University of Maine 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Amherst Central High School 1983 — 1987
Ridgefield Bicycle Company January 2011 - Present
Ridgefield Youth Football 2012 - 2015
Downtown Ridgefield Board 2011 - 2014
Knight Capital Group 2009 - 2010
UBS Investment Bank 1995 - 2009
Scotia Capital 1992 - 1995
Education
University of Maine 1991 — 1992
Master of Business Administration (M.B.A.), Finance, General
University of Maine 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Amherst Central High School 1983 — 1987
Mark Familo Mark Familo's Scotia Capital Experience July 2000 - September 2007
Job Managing Director Loan Sales and Trading at GE Capital
Industry Capital Markets
Experience
GE Capital September 2007 - Present
Scotia Capital July 2000 - September 2007
The Bank of New York November 1995 - July 2000
Prudential Capital Group September 1993 - September 1995
Skills
Leveraged Finance, Credit Analysis, Trading, Loans, Series 7, Loan Sales, Capital Markets, Asset Management, Banking, Commercial Banking, Finance, Hedge Funds, Investments, Relationship Management, Portfolio Management, Fixed Income
Education
Seton Hall University 1989 — 1992
MBA, Finance
University of Scranton 1984 — 1987
Bachelor's Degree, Accounting
GE Capital September 2007 - Present
Scotia Capital July 2000 - September 2007
The Bank of New York November 1995 - July 2000
Prudential Capital Group September 1993 - September 1995
Skills
Leveraged Finance, Credit Analysis, Trading, Loans, Series 7, Loan Sales, Capital Markets, Asset Management, Banking, Commercial Banking, Finance, Hedge Funds, Investments, Relationship Management, Portfolio Management, Fixed Income
Education
Seton Hall University 1989 — 1992
MBA, Finance
University of Scranton 1984 — 1987
Bachelor's Degree, Accounting
Jesse Drapkin's Scotia Capital Experience September 2008 - November 2009
Job Fixed Income Trader at Canaccord Genuity Inc.
Industry Banking
Experience
Canaccord Genuity Inc. May 2011 - Present
Canaccord Genuity Inc. February 2010 - May 2011
Scotia Capital September 2008 - November 2009
BMO Nesbitt Burns October 2005 - March 2007
RBC Capital Markets March 2004 - September 2005
Skills
Fixed Income, Bonds, Trading, Derivatives, Securities, Valuation, Equities, Financial Markets, Mutual Funds, Investment Management, Investments, FX Options, Options, Settlement, Private Equity, Financial Modeling, Rates, Portfolio Management, Equity Trading, Mergers & Acquisitions, Middle Office, Investment Banking, Trading Systems, Financial Analysis, Credit Risk, Treasury, Back Office, Conducts and Practices..., Candian Securities..., Derivatives..., Futures Licensing..., Series 37 - FINRA 2013, Series 63 - FINRA 2014, Investment Management...
Education
University of Guelph 1999 — 2003
Bachelor of Commerce (B.Com.)
Oakville Trafalgar High School 1994 — 1999
Canaccord Genuity Inc. May 2011 - Present
Canaccord Genuity Inc. February 2010 - May 2011
Scotia Capital September 2008 - November 2009
BMO Nesbitt Burns October 2005 - March 2007
RBC Capital Markets March 2004 - September 2005
Skills
Fixed Income, Bonds, Trading, Derivatives, Securities, Valuation, Equities, Financial Markets, Mutual Funds, Investment Management, Investments, FX Options, Options, Settlement, Private Equity, Financial Modeling, Rates, Portfolio Management, Equity Trading, Mergers & Acquisitions, Middle Office, Investment Banking, Trading Systems, Financial Analysis, Credit Risk, Treasury, Back Office, Conducts and Practices..., Candian Securities..., Derivatives..., Futures Licensing..., Series 37 - FINRA 2013, Series 63 - FINRA 2014, Investment Management...
Education
University of Guelph 1999 — 2003
Bachelor of Commerce (B.Com.)
Oakville Trafalgar High School 1994 — 1999
David Bustos David Bustos's Scotia Capital Experience January 2001 - January 2007
Job Managing Partner at Fort Capital Corporation
Industry Investment Banking
Experience
Fort Capital Corporation 2014 - Present
Collingwood School 2007 - Present
VGH & UBC Hospital Foundation 2013 - Present
UBC PMF 2011 - Present
RBC Capital Markets March 2009 - March 2014
Inwest Investments 2007 - 2009
Scotia Capital January 2001 - January 2007
BMO Nesbitt Burns (Burns Fry) August 1993 - January 2001
Salomon Brothers July 1991 - July 1993
Skills
Valuation, Divestitures, Mining, Consumer Products, Forest Products, IPO, Investments, Mergers & Acquisitions, Financial Modeling, Investment Banking, Equities, Portfolio Management, Corporate Finance, Private Equity, Due Diligence, Entrepreneurship, Strategy, Investment Advisory..., Business Development, Capital Markets, Management, Investor Relations, Capital Raising, Mergers, Acquisitions, Capital, Corporate Development
Education
The University of British Columbia 1985 — 1991
B Comm, Commerce
Fort Capital Corporation 2014 - Present
Collingwood School 2007 - Present
VGH & UBC Hospital Foundation 2013 - Present
UBC PMF 2011 - Present
RBC Capital Markets March 2009 - March 2014
Inwest Investments 2007 - 2009
Scotia Capital January 2001 - January 2007
BMO Nesbitt Burns (Burns Fry) August 1993 - January 2001
Salomon Brothers July 1991 - July 1993
Skills
Valuation, Divestitures, Mining, Consumer Products, Forest Products, IPO, Investments, Mergers & Acquisitions, Financial Modeling, Investment Banking, Equities, Portfolio Management, Corporate Finance, Private Equity, Due Diligence, Entrepreneurship, Strategy, Investment Advisory..., Business Development, Capital Markets, Management, Investor Relations, Capital Raising, Mergers, Acquisitions, Capital, Corporate Development
Education
The University of British Columbia 1985 — 1991
B Comm, Commerce
Patricia Ng Patricia Ng's Scotia Capital Experience July 1991 - July 2001
Job RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities March 2015 - Present
RBC Wealth Management July 2005 - March 2015
BMO Nesbitt Burns, Private Client Division July 2004 - July 2005
CIBC Wealth Management July 2001 - July 2004
Scotia Capital July 1991 - July 2001
Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Mortgage Lending, Financial Advisory, Residential Mortgages
Education
The University of British Columbia 1986 — 1990
B.Comm, Urban Land Economics
The University of British Columbia 1986 — 1990
Bachelor of Commerce (B.Com.), Urban Land Economics
RBC Dominion Securities March 2015 - Present
RBC Wealth Management July 2005 - March 2015
BMO Nesbitt Burns, Private Client Division July 2004 - July 2005
CIBC Wealth Management July 2001 - July 2004
Scotia Capital July 1991 - July 2001
Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Mortgage Lending, Financial Advisory, Residential Mortgages
Education
The University of British Columbia 1986 — 1990
B.Comm, Urban Land Economics
The University of British Columbia 1986 — 1990
Bachelor of Commerce (B.Com.), Urban Land Economics
Carl Landry, CFA Carl Landry, CFA's Scotia Capital Experience December 2003 - March 2006
Job VicePresident at ARC Financial Corp.
Industry Venture Capital & Private Equity
Experience
ARC Financial Corp. November 2012 - Present
ARC Financial Corp. April 2006 - January 2013
Scotia Capital December 2003 - March 2006
Education
University of Alberta 1999 — 2003
ARC Financial Corp. November 2012 - Present
ARC Financial Corp. April 2006 - January 2013
Scotia Capital December 2003 - March 2006
Education
University of Alberta 1999 — 2003
Peter Coffey's Scotia Capital Experience June 2008 - April 2009
Job Head of Trading Coverage, Institutional Sales & Trading
Industry Financial Services
Experience
Liquidnet November 2013 - Present
Lift & Shift Inc. August 2013 - November 2013
Instinet Corporation April 2009 - August 2013
Scotia Capital June 2008 - April 2009
E*TRADE Capital Markets September 2007 - March 2009
Solace Systems June 2005 - August 2007
MTS Allstream July 2000 - June 2005
VERSUS Brokerage and Technologies Services June 1998 - July 2000
Dow Jones Telerate 1990 - 1997
Dataline Inc. (CANQUOTE) 1988 - 1989
Skills
Trading, Trading Systems, Asset Managment, Electronic Trading, Hedge Funds, Market Data, Options, Financial Markets, Equity Trading, Relationship Management, Fixed Income, Equities, Financial Services, Equity Derivatives, Capital Markets, Equity Research, Sales, Leadership, Securities, Derivatives, Investment Banking, Product Management, Series 7, Series 63, FX Options, Bloomberg, Business Development, Mutual Funds, Prime Brokerage, Alternative Investments, Trading Strategies, Asset Management, Back Office, FX trading, Technical Analysis, Proprietary Trading, Bonds, Portfolio Management, Low Latency, ETFs, Investment Management, Hedging, Emerging Markets, Commodity, Investments, FINRA, Traders, Market Making, Foreign Exchange, Exchange Connectivity
Education
University of Ottawa / Université d'Ottawa 1980 — 1986
BComm, BSc
York University
MBA
Liquidnet November 2013 - Present
Lift & Shift Inc. August 2013 - November 2013
Instinet Corporation April 2009 - August 2013
Scotia Capital June 2008 - April 2009
E*TRADE Capital Markets September 2007 - March 2009
Solace Systems June 2005 - August 2007
MTS Allstream July 2000 - June 2005
VERSUS Brokerage and Technologies Services June 1998 - July 2000
Dow Jones Telerate 1990 - 1997
Dataline Inc. (CANQUOTE) 1988 - 1989
Skills
Trading, Trading Systems, Asset Managment, Electronic Trading, Hedge Funds, Market Data, Options, Financial Markets, Equity Trading, Relationship Management, Fixed Income, Equities, Financial Services, Equity Derivatives, Capital Markets, Equity Research, Sales, Leadership, Securities, Derivatives, Investment Banking, Product Management, Series 7, Series 63, FX Options, Bloomberg, Business Development, Mutual Funds, Prime Brokerage, Alternative Investments, Trading Strategies, Asset Management, Back Office, FX trading, Technical Analysis, Proprietary Trading, Bonds, Portfolio Management, Low Latency, ETFs, Investment Management, Hedging, Emerging Markets, Commodity, Investments, FINRA, Traders, Market Making, Foreign Exchange, Exchange Connectivity
Education
University of Ottawa / Université d'Ottawa 1980 — 1986
BComm, BSc
York University
MBA
Albert Stoeger Albert Stoeger's Scotia Capital Experience 2008 - 2008
Job Head of International Institutional Business
Industry Financial Services
Experience
Erste Asset Management GmbH 2009 - Present
DB Advisors - Deutsche Bank Group 2008 - 2009
Scotia Capital 2008 - 2008
Royal Bank of Canada 2005 - 2008
Skills
Fixed Income, Financial Markets, Capital Markets, Portfolio Management, Investments, Equities, Investment Banking, Banking, Asset Management, Derivatives
Education
WU (Wirtschaftsuniversität Wien) 1997 — 2003
Mag.rer.soc.oec., Handelswissenschaften
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
Exchange Semester
Academy of Nature
Schottengymnasium
Schottengymnasium
Erste Asset Management GmbH 2009 - Present
DB Advisors - Deutsche Bank Group 2008 - 2009
Scotia Capital 2008 - 2008
Royal Bank of Canada 2005 - 2008
Skills
Fixed Income, Financial Markets, Capital Markets, Portfolio Management, Investments, Equities, Investment Banking, Banking, Asset Management, Derivatives
Education
WU (Wirtschaftsuniversität Wien) 1997 — 2003
Mag.rer.soc.oec., Handelswissenschaften
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
Exchange Semester
Academy of Nature
Schottengymnasium
Schottengymnasium
Sean Obranski's Scotia Capital Experience 2001 - 2005
Job Managing Director at GE Capital Markets, Inc.
Industry Capital Markets
Experience
GE Capital Markets, Inc. 2005 - Present
Scotia Capital 2001 - 2005
Chase Securities 1992 - 2001
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.)
U.S. Naval Academy
Bachelor’s Degree, Ocean Engineering
GE Capital Markets, Inc. 2005 - Present
Scotia Capital 2001 - 2005
Chase Securities 1992 - 2001
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.)
U.S. Naval Academy
Bachelor’s Degree, Ocean Engineering
Virgil Rusen Virgil Rusen's Scotia Capital Experience 2006 - Present
Job Sr. Manager at Scotia Capital
Industry Financial Services
Experience
Scotia Capital 2006 - Present
Vodafone Romania 2000 - 2005
Raiffeisen Bank Romania 1998 - 2000
Skills
Unix, HPCC, SDLC, Enterprise Architecture, Business Analysis, Disaster Recovery, Solaris, Microsoft SQL Server, Integration, Testing, Team Management, Software Project..., Requirements Analysis, IT Management, Virtualization, Visio, Sybase, ITIL, Linux, Communication, Team Leadership, IT Strategy, SQL, Solution Architecture, Databases
Education
1988 — 1994
Computer Science
Scotia Capital 2006 - Present
Vodafone Romania 2000 - 2005
Raiffeisen Bank Romania 1998 - 2000
Skills
Unix, HPCC, SDLC, Enterprise Architecture, Business Analysis, Disaster Recovery, Solaris, Microsoft SQL Server, Integration, Testing, Team Management, Software Project..., Requirements Analysis, IT Management, Virtualization, Visio, Sybase, ITIL, Linux, Communication, Team Leadership, IT Strategy, SQL, Solution Architecture, Databases
Education
1988 — 1994
Computer Science
Kyle Vercruysse Kyle Vercruysse's Scotia Capital Experience April 2012 - Present
Job Trading Assistant at Scotiabank Global Banking and Markets
Industry Financial Services
Experience
Scotia Capital April 2012 - Present
Bank of New York Mellon May 2011 - May 2012
Skills
Microsoft Office, Bloomberg, Fidessa
Education
Siena College 2006 — 2010
B.S., Marketing
Scotia Capital April 2012 - Present
Bank of New York Mellon May 2011 - May 2012
Skills
Microsoft Office, Bloomberg, Fidessa
Education
Siena College 2006 — 2010
B.S., Marketing
Alan Spurgin Alan Spurgin's Scotia Capital Experience 1988 - 1994
Job Region Director, MidAtlantic/Southeast at Bridge Bank
Industry Banking
Experience
Bridge Bank August 2014 - Present
Latitude Growth Partners May 2013 - August 2014
Square 1 Bank October 2009 - April 2013
Silicon Valley Bank 2007 - October 2009
Silicon Valley Bank 2006 - 2007
Silicon Valley Bank 2003 - 2006
Silicon Valley Bank 2000 - 2003
First Union Securities 1994 - 2000
Scotia Capital 1988 - 1994
Skills
Venture Capital, Corporate Finance, Due Diligence, Valuation, Management, Portfolio Management, Private Equity, Business Development, Finance, Mergers & Acquisitions, Financial Modeling, Start-ups, Financial Analysis, Investments, Investment Banking, Strategic Planning, Strategy, Corporate Development, Banking, Asset Based Lending, Risk Management, Cash Management, Entrepreneurship, Commercial Lending, Executive Management, Leveraged Finance, Structured Finance, Financial Structuring, Credit Analysis, Equities, Financial Services, Credit, Treasury Management, Private Placements, Loans, Growth Capital, Commercial Banking, Capital Markets, Restructuring, Asset Management, Emerging Markets
Education
University of Maryland - Robert H. Smith School of Business 1985 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Bachelor of Science (B.S.), Finance, General
Bridge Bank August 2014 - Present
Latitude Growth Partners May 2013 - August 2014
Square 1 Bank October 2009 - April 2013
Silicon Valley Bank 2007 - October 2009
Silicon Valley Bank 2006 - 2007
Silicon Valley Bank 2003 - 2006
Silicon Valley Bank 2000 - 2003
First Union Securities 1994 - 2000
Scotia Capital 1988 - 1994
Skills
Venture Capital, Corporate Finance, Due Diligence, Valuation, Management, Portfolio Management, Private Equity, Business Development, Finance, Mergers & Acquisitions, Financial Modeling, Start-ups, Financial Analysis, Investments, Investment Banking, Strategic Planning, Strategy, Corporate Development, Banking, Asset Based Lending, Risk Management, Cash Management, Entrepreneurship, Commercial Lending, Executive Management, Leveraged Finance, Structured Finance, Financial Structuring, Credit Analysis, Equities, Financial Services, Credit, Treasury Management, Private Placements, Loans, Growth Capital, Commercial Banking, Capital Markets, Restructuring, Asset Management, Emerging Markets
Education
University of Maryland - Robert H. Smith School of Business 1985 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Bachelor of Science (B.S.), Finance, General
Amanda Sills Amanda Sills's Scotia Capital Experience February 2007 - August 2011
Job Makeup Artist
Industry Cosmetics
Experience
Self-Employed, Arts and Design 2006 - Present
The Works Design Communications Ltd August 2011 - June 2014
Scotia Capital February 2007 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Editing, Project Management, Microsoft Word, Wordpress, Banking, Photoshop, Sales, Social Media, Advertising
Education
Seneca College of Applied Arts and Technology 2005 — 2006
Special Effects Makeup Artistry
George. S. Henry Academy 1996 — 1999
Self-Employed, Arts and Design 2006 - Present
The Works Design Communications Ltd August 2011 - June 2014
Scotia Capital February 2007 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Editing, Project Management, Microsoft Word, Wordpress, Banking, Photoshop, Sales, Social Media, Advertising
Education
Seneca College of Applied Arts and Technology 2005 — 2006
Special Effects Makeup Artistry
George. S. Henry Academy 1996 — 1999
Annette Sturgill Annette Sturgill's Scotia Capital Experience October 1999 - August 2001
Job Director, Credit Risk Management at Iberdrola
Industry Oil & Energy
Experience
Iberdrola Renewables, Inc. August 2001 - Present
PacifiCorp August 2001 - December 2005
Scotia Capital October 1999 - August 2001
Bank of America September 1991 - June 1999
Skills
Energy, Natural Gas, Renewable Energy, Credit Risk, Commodity Markets, Project Finance, Credit, Commercial Banking, Energy Markets, Gas, Wind, Commodity, Due Diligence, Trading, Risk Management, Change Management, Financial Risk, Financial Modeling, Hedging, Energy Management, Financial Analysis, Valuation, Market Risk, Derivatives, Electricity Markets, Energy Industry
Education
University of Oregon 1987 — 1991
Bachelor of Arts, Art History
Iberdrola Renewables, Inc. August 2001 - Present
PacifiCorp August 2001 - December 2005
Scotia Capital October 1999 - August 2001
Bank of America September 1991 - June 1999
Skills
Energy, Natural Gas, Renewable Energy, Credit Risk, Commodity Markets, Project Finance, Credit, Commercial Banking, Energy Markets, Gas, Wind, Commodity, Due Diligence, Trading, Risk Management, Change Management, Financial Risk, Financial Modeling, Hedging, Energy Management, Financial Analysis, Valuation, Market Risk, Derivatives, Electricity Markets, Energy Industry
Education
University of Oregon 1987 — 1991
Bachelor of Arts, Art History
Maximilien Lefranc Maximilien Lefranc's Scotia Capital Experience April 2010 - June 2011
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Scotia Capital April 2010 - June 2011
New Harbor Incorporated October 2007 - April 2010
Merrill Lynch March 2007 - July 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Private Equity, Management, Financial Analysis, Due Diligence, Bloomberg, Banking, Strategy, Equities, Emerging Markets, Capital Markets
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Paris Business College (fmr. MBAI) 2003 — 2007
BBA, Finance
Tulane University - A.B. Freeman School of Business 2006 — 2006
Southern Methodist University - Cox School of Business 2005 — 2006
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Scotia Capital April 2010 - June 2011
New Harbor Incorporated October 2007 - April 2010
Merrill Lynch March 2007 - July 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Private Equity, Management, Financial Analysis, Due Diligence, Bloomberg, Banking, Strategy, Equities, Emerging Markets, Capital Markets
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Paris Business College (fmr. MBAI) 2003 — 2007
BBA, Finance
Tulane University - A.B. Freeman School of Business 2006 — 2006
Southern Methodist University - Cox School of Business 2005 — 2006
Brooke Biscoe Jr.'s Scotia Capital Experience May 2011 - August 2011
Job Senior Research Assistant at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 2014 - Present
Standard & Poor's February 2013 - March 2014
Aberdeen Asset Management July 2012 - September 2012
Scotia Capital May 2011 - August 2011
Royal Canadian Yacht Club June 2010 - August 2010
Royal Canadian Yacht Club June 2009 - August 2009
Skills
Bloomberg Essentials, Financial Modeling, Investments, Portfolio Management, Fixed Income, Analysis, Due Diligence, Finance, Credit Analysis, Credit, Financial Risk, Bonds, Competitive Analysis, Bloomberg
Education
The University of British Columbia 2008 — 2012
BComm, Finance
Canadian Securities Institute 2010 — 2011
Canadian Securities Course
Upper Canada College 2002 — 2008
International Baccalaureate
CFA Institute
Standard & Poor's March 2014 - Present
Standard & Poor's February 2013 - March 2014
Aberdeen Asset Management July 2012 - September 2012
Scotia Capital May 2011 - August 2011
Royal Canadian Yacht Club June 2010 - August 2010
Royal Canadian Yacht Club June 2009 - August 2009
Skills
Bloomberg Essentials, Financial Modeling, Investments, Portfolio Management, Fixed Income, Analysis, Due Diligence, Finance, Credit Analysis, Credit, Financial Risk, Bonds, Competitive Analysis, Bloomberg
Education
The University of British Columbia 2008 — 2012
BComm, Finance
Canadian Securities Institute 2010 — 2011
Canadian Securities Course
Upper Canada College 2002 — 2008
International Baccalaureate
CFA Institute
Linda Holmes Linda Holmes's Scotia Capital Experience January 2009 - Present
Job Director Retail Compliance at ScotiaMcLeod
Industry Financial Services
Experience
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Paul Bacinschi Paul Bacinschi's Scotia Capital Experience January 1998 - June 1998
Job Vice President at JP Morgan Investment Bank
Industry Investment Banking
Experience
JP Morgan Investment Bank July 2006 - Present
JP Morgan Investment Bank February 2006 - July 2006
JP Morgan Private Bank October 2004 - January 2006
Thomson Financial - Omgeo August 2004 - October 2004
BEA Systems - Liberty Mutual March 2004 - August 2004
Thomson Financial - Omgeo July 2000 - February 2004
BEA Systems - Nextrade January 2000 - July 2000
Unisys - Norwest Financial Institution June 1998 - January 2000
Scotia Capital January 1998 - June 1998
Netscape - Dow Jones September 1997 - January 1998
Skills
SOA, Agile Methodologies, Enterprise Architecture, Java, Software Project..., Weblogic, SDLC, Unix, Integration, Requirements Analysis, Solution Architecture, Web Services, Application Architecture, Scrum, Java Enterprise Edition, Cloud Computing, Testing, Telecommunications, Websphere, Hibernate, Spring, Enterprise Software, Software Development, Databases, XML, Requirements Gathering, Architecture, Apache, Oracle, OOP, REST, IIS, C++, Security, Middleware, Performance Tuning, Multithreading, Sybase, System Architecture, Solaris, UML, DB2, Unix Shell Scripting, Software Design, Tomcat, Distributed Systems, JMS, Agile Project Management, Design Patterns, Architectures
Education
1975 — 1980
Master of Science, Electronics and Telecommunications
Nicolae Balcescu - Cluj Napoca 1971 — 1974
Bacalaureat
JP Morgan Investment Bank July 2006 - Present
JP Morgan Investment Bank February 2006 - July 2006
JP Morgan Private Bank October 2004 - January 2006
Thomson Financial - Omgeo August 2004 - October 2004
BEA Systems - Liberty Mutual March 2004 - August 2004
Thomson Financial - Omgeo July 2000 - February 2004
BEA Systems - Nextrade January 2000 - July 2000
Unisys - Norwest Financial Institution June 1998 - January 2000
Scotia Capital January 1998 - June 1998
Netscape - Dow Jones September 1997 - January 1998
Skills
SOA, Agile Methodologies, Enterprise Architecture, Java, Software Project..., Weblogic, SDLC, Unix, Integration, Requirements Analysis, Solution Architecture, Web Services, Application Architecture, Scrum, Java Enterprise Edition, Cloud Computing, Testing, Telecommunications, Websphere, Hibernate, Spring, Enterprise Software, Software Development, Databases, XML, Requirements Gathering, Architecture, Apache, Oracle, OOP, REST, IIS, C++, Security, Middleware, Performance Tuning, Multithreading, Sybase, System Architecture, Solaris, UML, DB2, Unix Shell Scripting, Software Design, Tomcat, Distributed Systems, JMS, Agile Project Management, Design Patterns, Architectures
Education
1975 — 1980
Master of Science, Electronics and Telecommunications
Nicolae Balcescu - Cluj Napoca 1971 — 1974
Bacalaureat
James Duffy James Duffy's Scotia Capital Experience February 2011 - Present
Job Director GEF Prime Brokerage Client Services
Industry Financial Services
Experience
Scotia Capital February 2011 - Present
Deutsche Bank March 2010 - March 2011
Innovative Planning Services, Inc. May 2009 - October 2009
Deutsche Bank March 1998 - December 2008
NatWest Markets October 1994 - March 1998
SG Warburg 1994 - 1995
Oppenheimer & Co. June 1986 - October 1994
Education
University at Albany, SUNY 1982 — 1986
Bachelor of Arts, Criminal Justice/Sociology
Scotia Capital February 2011 - Present
Deutsche Bank March 2010 - March 2011
Innovative Planning Services, Inc. May 2009 - October 2009
Deutsche Bank March 1998 - December 2008
NatWest Markets October 1994 - March 1998
SG Warburg 1994 - 1995
Oppenheimer & Co. June 1986 - October 1994
Education
University at Albany, SUNY 1982 — 1986
Bachelor of Arts, Criminal Justice/Sociology
Christine Banham's Scotia Capital Experience March 1995 - September 2009
Job Senior Manager, Global Transaction Banking at Scotiabank
Industry Banking
Experience
Scotiabank September 2009 - Present
Scotia Capital March 1995 - September 2009
Bank of Canada 1990 - 1993
Skills
Financial Modeling, Corporate Finance, Negotiation, Investments, Asset Management, Strategy, Financial Reporting, Finance, Business Strategy, Credit, Budgets
Education
The University of British Columbia / UBC
BA Hons, Economics
University of Ottawa / Université d'Ottawa
MBA
Scotiabank September 2009 - Present
Scotia Capital March 1995 - September 2009
Bank of Canada 1990 - 1993
Skills
Financial Modeling, Corporate Finance, Negotiation, Investments, Asset Management, Strategy, Financial Reporting, Finance, Business Strategy, Credit, Budgets
Education
The University of British Columbia / UBC
BA Hons, Economics
University of Ottawa / Université d'Ottawa
MBA
John S Ryan John S Ryan's Scotia Capital Experience 2004 - 2006
Job Managing Director Head of Risk Capital Management
Industry Financial Services
Experience
Royal Bank of Scotland April 2010 - Present
Credit Suisse 2007 - 2008
Scotia Capital 2004 - 2006
JPMorgan Chase 2000 - 2004
Citibank 1994 - 1999
Skills
High Yield, Hedge Funds, Leveraged Finance, Portfolio Management, Trading, CDS, Loans, Relative Value, Asset Management, Credit, Derivatives, Credit Analysis, Event Driven, Special Situations, Fixed Income, Equities, Counterparty Risk, Credit Risk, Capital Markets, Investment Banking, Securitization, Market Risk, Financial Risk, Investments, Hedging, Banking, Funding, Structured Finance, Credit Derivatives, Financial Structuring, Capital Structure, Structured Products, Bonds, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Wesleyan University 1978 — 1982
BA, Math-Economics
Royal Bank of Scotland April 2010 - Present
Credit Suisse 2007 - 2008
Scotia Capital 2004 - 2006
JPMorgan Chase 2000 - 2004
Citibank 1994 - 1999
Skills
High Yield, Hedge Funds, Leveraged Finance, Portfolio Management, Trading, CDS, Loans, Relative Value, Asset Management, Credit, Derivatives, Credit Analysis, Event Driven, Special Situations, Fixed Income, Equities, Counterparty Risk, Credit Risk, Capital Markets, Investment Banking, Securitization, Market Risk, Financial Risk, Investments, Hedging, Banking, Funding, Structured Finance, Credit Derivatives, Financial Structuring, Capital Structure, Structured Products, Bonds, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Wesleyan University 1978 — 1982
BA, Math-Economics
Joseph Donnelly Joseph Donnelly's Scotia Capital Experience May 2011 - August 2011
Job Project Controller at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil March 2014 - Present
ExxonMobil January 2012 - March 2014
Scotia Capital May 2011 - August 2011
Mitsubishi Caterpillar Forklift America July 2008 - July 2010
Mitsubishi Caterpillar Forklift America July 2007 - July 2008
Tulane University January 2007 - May 2007
Skills
Leadership, Supplier Negotiation, Financial Analysis, Financial Modeling, Data Analysis, Process Improvement, Forecasting, Valuation, Finance, Project Management, Strategic Planning, Corporate Finance, Cost Benefit, Microsoft Excel, Business Strategy, Business Analysis, Competitive Analysis, Budgets, Analysis, Business Process..., Mergers & Acquisitions, Pricing, Strategy, Management Consulting, Due Diligence, Operations Management, Risk Management, Auditing, Management, Financial Reporting, Strategic Financial..., Entrepreneurship, Financial Planning
Education
Texas A&M University - Mays Business School 2010 — 2011
MBA
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor's, Finance/Management
ExxonMobil March 2014 - Present
ExxonMobil January 2012 - March 2014
Scotia Capital May 2011 - August 2011
Mitsubishi Caterpillar Forklift America July 2008 - July 2010
Mitsubishi Caterpillar Forklift America July 2007 - July 2008
Tulane University January 2007 - May 2007
Skills
Leadership, Supplier Negotiation, Financial Analysis, Financial Modeling, Data Analysis, Process Improvement, Forecasting, Valuation, Finance, Project Management, Strategic Planning, Corporate Finance, Cost Benefit, Microsoft Excel, Business Strategy, Business Analysis, Competitive Analysis, Budgets, Analysis, Business Process..., Mergers & Acquisitions, Pricing, Strategy, Management Consulting, Due Diligence, Operations Management, Risk Management, Auditing, Management, Financial Reporting, Strategic Financial..., Entrepreneurship, Financial Planning
Education
Texas A&M University - Mays Business School 2010 — 2011
MBA
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor's, Finance/Management
Francisco Ordonez Francisco Ordonez's Scotia Capital Experience April 2007 - August 2007
Job AVP, Corporate and Investment Banking at Bank of America
Industry Banking
Experience
Bank of America September 2011 - Present
Citi December 2009 - September 2011
GE Capital June 2008 - December 2009
Scotia Capital April 2007 - August 2007
Scotia Capital March 2005 - April 2007
RAYMOND JAMES FINANCIAL SERVICES June 2004 - August 2004
Skills
Analysis, Asset Management, Banking, Capital Markets, Business Strategy, Competitive Analysis, Corporate Finance, Data Analysis, Due Diligence, Entrepreneurship, Finance, Financial Modeling, Investments, Management, Mergers, Portfolio Management, Project Management, Risk Management, Valuation
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Entrepreneurship and Real Estate
Tecnológico de Monterrey 2000 — 2005
B.S., Industrial Engineering
CEYCA
Bank of America September 2011 - Present
Citi December 2009 - September 2011
GE Capital June 2008 - December 2009
Scotia Capital April 2007 - August 2007
Scotia Capital March 2005 - April 2007
RAYMOND JAMES FINANCIAL SERVICES June 2004 - August 2004
Skills
Analysis, Asset Management, Banking, Capital Markets, Business Strategy, Competitive Analysis, Corporate Finance, Data Analysis, Due Diligence, Entrepreneurship, Finance, Financial Modeling, Investments, Management, Mergers, Portfolio Management, Project Management, Risk Management, Valuation
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Entrepreneurship and Real Estate
Tecnológico de Monterrey 2000 — 2005
B.S., Industrial Engineering
CEYCA
Ignacio Rasero Rodriguez Ignacio Rasero Rodriguez's Scotia Capital Experience June 2010 - August 2010
Job Vice President, Corporate and Investment Banking TMT at Citi
Industry Investment Banking
Experience
Citi January 2015 - Present
Citi August 2011 - December 2014
Scotia Capital June 2010 - August 2010
Accenture LLP September 2007 - July 2009
Accenture LLP September 2005 - September 2007
Accenture SL February 2003 - September 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Management, Strategy, Corporate Finance, Finance, Business Strategy, Due Diligence, Project Management, Credit Risk, Credit Analysis, Capital Markets, ERP Implementations, Banking, Project Finance
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy and General management
Universidad Pontificia Comillas 1997 — 2002
BS, Industrial Engineer
Citi January 2015 - Present
Citi August 2011 - December 2014
Scotia Capital June 2010 - August 2010
Accenture LLP September 2007 - July 2009
Accenture LLP September 2005 - September 2007
Accenture SL February 2003 - September 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Management, Strategy, Corporate Finance, Finance, Business Strategy, Due Diligence, Project Management, Credit Risk, Credit Analysis, Capital Markets, ERP Implementations, Banking, Project Finance
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy and General management
Universidad Pontificia Comillas 1997 — 2002
BS, Industrial Engineer
Lindsay Doherty Lindsay Doherty's Scotia Capital Experience 2003 - 2005
Job Project Lead at Scotiabank
Industry Banking
Experience
Scotiabank February 2012 - Present
Scotiabank April 2009 - February 2012
ScotiaMcLeod March 2005 - April 2008
Scotia Capital 2003 - 2005
Scotiabank 2001 - 2003
Celestica 1999 - 2001
Skills
Business Analysis, Business Intelligence, Financial Risk, Investments, Mutual Funds, Portfolio Management, Project Delivery, Project Management, Requirements Gathering, Team Leadership, Wealth Management, Equities, Financial Services, Risk Management
Education
IIL 2014 — 2014
Project Management Certificate Course, Project Management
Canadian Securities Institute 2005 — 2005
Canadian Securities Course, Investment Representative
University of Guelph 1998 — 2001
Bachelor of Arts Degree, English & Psychology
Pine Ridge Secondary School
Pine Ridge Secondary School
Pine Ridge Secondary School
Scotiabank February 2012 - Present
Scotiabank April 2009 - February 2012
ScotiaMcLeod March 2005 - April 2008
Scotia Capital 2003 - 2005
Scotiabank 2001 - 2003
Celestica 1999 - 2001
Skills
Business Analysis, Business Intelligence, Financial Risk, Investments, Mutual Funds, Portfolio Management, Project Delivery, Project Management, Requirements Gathering, Team Leadership, Wealth Management, Equities, Financial Services, Risk Management
Education
IIL 2014 — 2014
Project Management Certificate Course, Project Management
Canadian Securities Institute 2005 — 2005
Canadian Securities Course, Investment Representative
University of Guelph 1998 — 2001
Bachelor of Arts Degree, English & Psychology
Pine Ridge Secondary School
Pine Ridge Secondary School
Pine Ridge Secondary School
Matt Brewer Matt Brewer's Scotia Capital Experience January 2010 - March 2013
Job CoFounder & CTO at Educredu Corp.
Industry Information Services
Experience
Educredu Corp. October 2014 - Present
College Student Alliance 2007 - December 2014
OLG March 2013 - October 2014
Scotia Capital January 2010 - March 2013
Scotia Bank September 2008 - December 2009
Active Energy May 2008 - September 2008
Ministry of Government Services January 2008 - May 2008
Sheridan College September 2006 - January 2008
Coutts Library Services January 2006 - September 2006
Skills
Network Security, TCP/IP, DNS, Linux, Unix, Perl, OSPF, DHCP, Security, Solaris, MySQL, Windows Server, Red Hat Linux, Java, Python, Software Development, PHP, EIGRP, JavaScript, Databases, RIP, Information Security, Frame Relay, Oracle, Cisco Routers, Project Management, Risk Management, Information Security..., SQL, LDAP, C#, Firewalls, Virtualization, Computer Security, Networking, Technical Support, BGP, Operating Systems, Windows, Cisco IOS, Troubleshooting, VPN, Servers, Data Center, IIS, IP, Microsoft Exchange, Vulnerability Assessment, Creative Problem Solving, Free Thinking
Education
Sheridan College 2006 — 2009
Internet Communications Technology
Educredu Corp. October 2014 - Present
College Student Alliance 2007 - December 2014
OLG March 2013 - October 2014
Scotia Capital January 2010 - March 2013
Scotia Bank September 2008 - December 2009
Active Energy May 2008 - September 2008
Ministry of Government Services January 2008 - May 2008
Sheridan College September 2006 - January 2008
Coutts Library Services January 2006 - September 2006
Skills
Network Security, TCP/IP, DNS, Linux, Unix, Perl, OSPF, DHCP, Security, Solaris, MySQL, Windows Server, Red Hat Linux, Java, Python, Software Development, PHP, EIGRP, JavaScript, Databases, RIP, Information Security, Frame Relay, Oracle, Cisco Routers, Project Management, Risk Management, Information Security..., SQL, LDAP, C#, Firewalls, Virtualization, Computer Security, Networking, Technical Support, BGP, Operating Systems, Windows, Cisco IOS, Troubleshooting, VPN, Servers, Data Center, IIS, IP, Microsoft Exchange, Vulnerability Assessment, Creative Problem Solving, Free Thinking
Education
Sheridan College 2006 — 2009
Internet Communications Technology
Bryan Lew Yew Pha, CPA, CMA Bryan Lew Yew Pha, CPA, CMA's Scotia Capital Experience March 2011 - August 2012
Job Financial Modeling Specialist at Creaghan McConnell Group Ltd.
Industry Financial Services
Experience
Creaghan McConnell Group Ltd. August 2012 - Present
Scotia Capital March 2011 - August 2012
St. John's University February 2006 - April 2011
Graduate and International May 2009 - September 2009
Saint John's University August 2007 - May 2009
Swiss Re May 2008 - August 2008
Ernst & Young May 2007 - August 2007
Anglo Mauritius Assurance Company May 2005 - July 2005
La Prudence Mauricienne Ltd February 2005 - April 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Visio, Auditing, French, English, Insurance, Access, Financial Analysis, Data Analysis, Microsoft Office, Accounting, Training
Education
CPA, CMA - Ontario 2012 — 2014
Certified Management Accountant, Accounting and Business/Management
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
Master’s Degree, Accounting, GPA: 3.90 / 4.00
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BSc, Summa Cum Laude, Actuarial Science, French, GPA: 3.86 / 4.00
Collège du Saint Esprit 1997 — 2004
GCE A-Levels, Physics, Maths, Design and Technology, French, English
Creaghan McConnell Group Ltd. August 2012 - Present
Scotia Capital March 2011 - August 2012
St. John's University February 2006 - April 2011
Graduate and International May 2009 - September 2009
Saint John's University August 2007 - May 2009
Swiss Re May 2008 - August 2008
Ernst & Young May 2007 - August 2007
Anglo Mauritius Assurance Company May 2005 - July 2005
La Prudence Mauricienne Ltd February 2005 - April 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Visio, Auditing, French, English, Insurance, Access, Financial Analysis, Data Analysis, Microsoft Office, Accounting, Training
Education
CPA, CMA - Ontario 2012 — 2014
Certified Management Accountant, Accounting and Business/Management
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
Master’s Degree, Accounting, GPA: 3.90 / 4.00
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BSc, Summa Cum Laude, Actuarial Science, French, GPA: 3.86 / 4.00
Collège du Saint Esprit 1997 — 2004
GCE A-Levels, Physics, Maths, Design and Technology, French, English
Kimberley Ling's Scotia Capital Experience May 2010 - August 2010
Job J.D. Candidate 2017, Osgoode Hall Law School
Industry Higher Education
Experience
Wayne County Corporation Counsel May 2015 - July 2015
EY September 2011 - August 2013
Rotman School of Management September 2009 - May 2011
Rotman School of Management October 2009 - April 2011
Scotia Capital May 2010 - August 2010
RBC Dominion Securities January 2009 - April 2009
Skills
Corporate Finance, Data Analysis, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Bloomberg, Financial Reporting, Economics, VBA, Equity Research, Microsoft Excel
Education
York University - Osgoode Hall Law School 2015 — 2017
Juris Doctor (J.D.)
University of Detroit Mercy 2014 — 2015
Juris Doctor (J.D.), Dual J.D. Program
University of Windsor 2014 — 2015
Juris Doctor (J.D.), Dual J.D. Program
University of Toronto - Rotman School of Management 2007 — 2011
Bachelor of Commerce (B.Com.), Specialist in Commerce and Finance, Major in Economics (Distinction)
Wayne County Corporation Counsel May 2015 - July 2015
EY September 2011 - August 2013
Rotman School of Management September 2009 - May 2011
Rotman School of Management October 2009 - April 2011
Scotia Capital May 2010 - August 2010
RBC Dominion Securities January 2009 - April 2009
Skills
Corporate Finance, Data Analysis, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Bloomberg, Financial Reporting, Economics, VBA, Equity Research, Microsoft Excel
Education
York University - Osgoode Hall Law School 2015 — 2017
Juris Doctor (J.D.)
University of Detroit Mercy 2014 — 2015
Juris Doctor (J.D.), Dual J.D. Program
University of Windsor 2014 — 2015
Juris Doctor (J.D.), Dual J.D. Program
University of Toronto - Rotman School of Management 2007 — 2011
Bachelor of Commerce (B.Com.), Specialist in Commerce and Finance, Major in Economics (Distinction)
Veena Irani's Scotia Capital Experience January 2013 - November 2013
Job Business Consultant at TD Banking and Financial Group
Industry Banking
Experience
TD Banking and Financial Group April 2014 - Present
RBC Capital Markets November 2013 - April 2014
Scotia Capital January 2013 - November 2013
Bank of Montreal March 2007 - September 2012
Loblaw Companies Limited November 2000 - March 2007
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Trading Systems, MUREX, FX Trading, Equity Trading, Derivatives, Regulatory Reporting, Options, Precious Metals, FX Options, FX Derivatives, Business Requirements, Functional..., User Acceptance Testing, Wall Street Systems, Business Systems..., Capital Markets, Market Risk, Equity Derivatives, Electronic Trading, Sybase, SQL, Oracle
Education
Bombay University
B.Com, Commerce
Boston Institute
ACD, Computer Science
TD Banking and Financial Group April 2014 - Present
RBC Capital Markets November 2013 - April 2014
Scotia Capital January 2013 - November 2013
Bank of Montreal March 2007 - September 2012
Loblaw Companies Limited November 2000 - March 2007
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Trading Systems, MUREX, FX Trading, Equity Trading, Derivatives, Regulatory Reporting, Options, Precious Metals, FX Options, FX Derivatives, Business Requirements, Functional..., User Acceptance Testing, Wall Street Systems, Business Systems..., Capital Markets, Market Risk, Equity Derivatives, Electronic Trading, Sybase, SQL, Oracle
Education
Bombay University
B.Com, Commerce
Boston Institute
ACD, Computer Science
Alex Sherrick Alex Sherrick's Scotia Capital Experience May 2007 - August 2007
Job FTR Trader at Macquarie Energy
Industry Oil & Energy
Experience
Macquarie Cook Energy December 2011 - Present
Macquarie Cook Energy June 2009 - December 2011
British Petroleum May 2008 - August 2008
Scotia Capital May 2007 - August 2007
TGS-Nopec Geophysical May 2006 - August 2006
Burlington Resources May 2005 - August 2005
Skills
VBA, SAS, SQL, Sybase, Microsoft Excel, Python, Valuation, Investment Banking, Surfing
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
Macquarie Cook Energy December 2011 - Present
Macquarie Cook Energy June 2009 - December 2011
British Petroleum May 2008 - August 2008
Scotia Capital May 2007 - August 2007
TGS-Nopec Geophysical May 2006 - August 2006
Burlington Resources May 2005 - August 2005
Skills
VBA, SAS, SQL, Sybase, Microsoft Excel, Python, Valuation, Investment Banking, Surfing
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
Rhonda Cooper-Burgess's Scotia Capital Experience March 2001 - June 2006
Job HR, Consultant Employee and Labour Relations (Academic), CHRP
Industry Higher Education
Experience
University of Calgary February 2013 - Present
University of Calgary February 2011 - February 2013
University of Calgary May 2010 - February 2011
University of Calgary January 2009 - October 2009
University of Calgary March 2008 - January 2009
SAIT June 2006 - February 2007
Scotia Capital March 2001 - June 2006
Skills
Interviewing, Career Development, Employee Relations, Resume Writing, Employee Engagement, Collective Agreements, Grievances, Settlement Agreements, Research, Strategic Thinking, Human Resources, Labor Relations, Performance Management, HR Policies, Coaching, Conflict Resolution, Interviews, Workshop Facilitation
Education
University of Calgary 1997 — 2001
Bachelor of Arts, Communications
Southern Alberta Institute of Technology 1994 — 1996
Communication Arts Diploma, Film and Video Production - Writing, Directing, Producing
University of Calgary February 2013 - Present
University of Calgary February 2011 - February 2013
University of Calgary May 2010 - February 2011
University of Calgary January 2009 - October 2009
University of Calgary March 2008 - January 2009
SAIT June 2006 - February 2007
Scotia Capital March 2001 - June 2006
Skills
Interviewing, Career Development, Employee Relations, Resume Writing, Employee Engagement, Collective Agreements, Grievances, Settlement Agreements, Research, Strategic Thinking, Human Resources, Labor Relations, Performance Management, HR Policies, Coaching, Conflict Resolution, Interviews, Workshop Facilitation
Education
University of Calgary 1997 — 2001
Bachelor of Arts, Communications
Southern Alberta Institute of Technology 1994 — 1996
Communication Arts Diploma, Film and Video Production - Writing, Directing, Producing
Derek Wiebe Derek Wiebe's Scotia Capital Experience May 2013 - Present
Job Analyst, Investment Banking
Industry Investment Banking
Experience
Scotia Capital May 2013 - Present
Beedie Endowment Asset Management (BEAM) September 2011 - September 2012
RDM Enterprises Ltd. May 2008 - September 2010
Skills
Fixed Income, Bloomberg, Bonds, Portfolio Management, Investments, Equity Research, Mutual Funds, Investment Banking, Analysis, Financial Modeling, Bloomberg Terminal
Education
Simon Fraser University 2007 — 2012
Bachelor of Business Administration, Finance
Canadian Securities Institute
Scotia Capital May 2013 - Present
Beedie Endowment Asset Management (BEAM) September 2011 - September 2012
RDM Enterprises Ltd. May 2008 - September 2010
Skills
Fixed Income, Bloomberg, Bonds, Portfolio Management, Investments, Equity Research, Mutual Funds, Investment Banking, Analysis, Financial Modeling, Bloomberg Terminal
Education
Simon Fraser University 2007 — 2012
Bachelor of Business Administration, Finance
Canadian Securities Institute
Jim Casper's Scotia Capital Experience May 1998 - November 2008
Job Director of Origination...Portfolio Manager...Senior Capital Makets Specialist
Industry Capital Markets
Experience
Urban Partnership Bank January 2014 - Present
FDIC October 2011 - October 2012
FDIC May 2010 - October 2011
Independent Contractor November 2008 - May 2010
Scotia Capital May 1998 - November 2008
Hinsdale Bank & Trust (Wintrust Financial Corporation) September 1994 - September 1996
Edgewood Bank (purchased by Old Kent Bank) July 1992 - September 1994
Skills
Loans, Valuation, Management, Financial Analysis, Investments, Commercial Banking, Commercial Lending, Credit, Banking, Asset Managment, Corporate Finance, Cash Management, Risk Management, Insurance, Underwriting, Leadership, Credit Risk, Mortgage Lending, Analysis, Portfolio Management, Project Finance, Finance, Asset Management, Accounting, Loan Origination, Investment Banking, Equities, Financial Risk, Financial Structuring, Financial Institutions, Credit Analysis, Securities, Derivatives, Treasury Management, Capital Markets, Securitization, Restructuring, Financial Modeling, Financial Services, Due Diligence, Mergers & Acquisitions, Project Management, Cross-functional Team..., Business Planning, Business Strategy, Process Engineering, Financial Engineering, Relationship Management, Strategic Financial..., Restructuring and...
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1992
B.S., Finance
Urban Partnership Bank January 2014 - Present
FDIC October 2011 - October 2012
FDIC May 2010 - October 2011
Independent Contractor November 2008 - May 2010
Scotia Capital May 1998 - November 2008
Hinsdale Bank & Trust (Wintrust Financial Corporation) September 1994 - September 1996
Edgewood Bank (purchased by Old Kent Bank) July 1992 - September 1994
Skills
Loans, Valuation, Management, Financial Analysis, Investments, Commercial Banking, Commercial Lending, Credit, Banking, Asset Managment, Corporate Finance, Cash Management, Risk Management, Insurance, Underwriting, Leadership, Credit Risk, Mortgage Lending, Analysis, Portfolio Management, Project Finance, Finance, Asset Management, Accounting, Loan Origination, Investment Banking, Equities, Financial Risk, Financial Structuring, Financial Institutions, Credit Analysis, Securities, Derivatives, Treasury Management, Capital Markets, Securitization, Restructuring, Financial Modeling, Financial Services, Due Diligence, Mergers & Acquisitions, Project Management, Cross-functional Team..., Business Planning, Business Strategy, Process Engineering, Financial Engineering, Relationship Management, Strategic Financial..., Restructuring and...
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1992
B.S., Finance
Jeremy Haber Jeremy Haber's Scotia Capital Experience June 2009 - August 2009
Job Electronic Trading Product Development at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Capital Markets April 2013 - Present
Fidelity Investments July 2010 - April 2013
Scotia Capital June 2009 - August 2009
Perimeter Financial May 2008 - August 2008
Dundee Securities May 2007 - June 2007
Education
Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program
Tufts University 2006 — 2010
Bachelor of Science Magna Cum Laude, Quantitative Economics and Entrepreneurial Leadership
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Fidelity Capital Markets April 2013 - Present
Fidelity Investments July 2010 - April 2013
Scotia Capital June 2009 - August 2009
Perimeter Financial May 2008 - August 2008
Dundee Securities May 2007 - June 2007
Education
Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program
Tufts University 2006 — 2010
Bachelor of Science Magna Cum Laude, Quantitative Economics and Entrepreneurial Leadership
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Steve Julien Steve Julien's Scotia Capital Experience October 2007 - Present
Job Director at Scotia Capital
Industry Capital Markets
Experience
Scotia Capital October 2007 - Present
CDP Capital 2004 - 2007
Skills
Derivatives, Fixed Income
Education
Université Laval 1989 — 1995
B.Sc.; M.Sc., Actuarial Sciences, Finance
Scotia Capital October 2007 - Present
CDP Capital 2004 - 2007
Skills
Derivatives, Fixed Income
Education
Université Laval 1989 — 1995
B.Sc.; M.Sc., Actuarial Sciences, Finance
Geri Yin MBA, CMA Geri Yin MBA, CMA's Scotia Capital Experience February 2006 - September 2006
Job Manager, Financial Reporting at Powerstream Inc.
Industry Utilities
Experience
Powerstream Inc. September 2006 - Present
Scotia Capital February 2006 - September 2006
HydroOne Inc/Inergi LP May 2000 - February 2006
Allstate Insurance May 1999 - April 2000
Asia Commerce &Economics Studies Center (ACES), Singapore March 1995 - August 1996
Ministry of Finance, PRC September 1991 - February 1995
Skills
PeopleSoft
Education
University of Saskatchewan 1996 — 1999
MBA
Tianjin University of Finance and Economics 1987 — 1991
Bachelor of Commerce (Honours), Finance & Accounting
Prefessional Designation-CMA
CMA
China Institute of Certified Public Accountant - CICPA
CICPA
Powerstream Inc. September 2006 - Present
Scotia Capital February 2006 - September 2006
HydroOne Inc/Inergi LP May 2000 - February 2006
Allstate Insurance May 1999 - April 2000
Asia Commerce &Economics Studies Center (ACES), Singapore March 1995 - August 1996
Ministry of Finance, PRC September 1991 - February 1995
Skills
PeopleSoft
Education
University of Saskatchewan 1996 — 1999
MBA
Tianjin University of Finance and Economics 1987 — 1991
Bachelor of Commerce (Honours), Finance & Accounting
Prefessional Designation-CMA
CMA
China Institute of Certified Public Accountant - CICPA
CICPA
Surashree Pednekar Surashree Pednekar's Scotia Capital Experience 2011 - 2011
Job QA Project Management at RBC Capital Markets
Industry Computer Software
Experience
RBC Capital Markets 2010 - Present
Scotia Capital 2011 - 2011
Merrill Lynch February 2007 - December 2009
UBS April 2006 - January 2007
ABN AMRO Bank January 2005 - February 2006
McGraw-Hill Higher Education February 2004 - December 2004
Trigyn Technologies July 1999 - November 2004
Skills
Vendor Management, Software Quality..., Test Management, Program Management, Integration, SDLC
Education
University of Mumbai
MBA (MMS), Information Technology, Finance
University of Mumbai
MS, Physical Chemistry
University of Mumbai
BS, Chemistry
RBC Capital Markets 2010 - Present
Scotia Capital 2011 - 2011
Merrill Lynch February 2007 - December 2009
UBS April 2006 - January 2007
ABN AMRO Bank January 2005 - February 2006
McGraw-Hill Higher Education February 2004 - December 2004
Trigyn Technologies July 1999 - November 2004
Skills
Vendor Management, Software Quality..., Test Management, Program Management, Integration, SDLC
Education
University of Mumbai
MBA (MMS), Information Technology, Finance
University of Mumbai
MS, Physical Chemistry
University of Mumbai
BS, Chemistry
David Baboneau David Baboneau's Scotia Capital Experience January 2010 - December 2011
Job Director at Scotia Waterous
Industry Oil & Energy
Experience
Scotia Waterous January 2012 - Present
Scotia Waterous January 2010 - December 2011
Scotia Capital January 2010 - December 2011
Scotia Capital January 2007 - December 2009
Scotia Capital August 2004 - December 2006
Education
Chartered Financial Analyst 2004 — 2007
CFA, Finance
University of Alberta 2000 — 2004
B.Comm, Finance
Scotia Waterous January 2012 - Present
Scotia Waterous January 2010 - December 2011
Scotia Capital January 2010 - December 2011
Scotia Capital January 2007 - December 2009
Scotia Capital August 2004 - December 2006
Education
Chartered Financial Analyst 2004 — 2007
CFA, Finance
University of Alberta 2000 — 2004
B.Comm, Finance
Grant Hofer Grant Hofer's Scotia Capital Experience 2003 - 2007
Job Director, Equity Research Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2011 - Present
National Bank Financial 2009 - July 2011
UBS Investment Bank 2007 - 2009
Scotia Capital 2003 - 2007
Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Research, Valuation
Education
CFA Institute 2001 — 2003
Chartered Financial Analyst
University of Calgary 1996 — 2000
BComm, Finance (with Distinction), Information Systems (Minor)
Barclays Capital July 2011 - Present
National Bank Financial 2009 - July 2011
UBS Investment Bank 2007 - 2009
Scotia Capital 2003 - 2007
Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Research, Valuation
Education
CFA Institute 2001 — 2003
Chartered Financial Analyst
University of Calgary 1996 — 2000
BComm, Finance (with Distinction), Information Systems (Minor)
John Meek's Scotia Capital Experience May 2009 - June 2011
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2011 - Present
Scotia Capital May 2009 - June 2011
UBS August 2007 - May 2009
MRE Consulting, LLC August 2004 - August 2007
Conundrum Consulting, LLC October 2000 - August 2004
Skills
Software Development, Data Modeling, Solution Architecture, Architectural Design, Application Frameworks, CSLA, Database Design, Web Services, Business Analysis, Exchange Traded..., Treasury Management, Vault Management, Canadian Debt Equities, Gas Scheduling Systems, Power Scheduling Systems, Pricing Analysis, Stakeholder Analysis, Proposal Writing, Enterprise Risk..., Project Management, Consulting, Management, Risk Management
Education
Texas State University-San Marcos 1995 — 1997
Bachelor of Arts (BA), Computer Science
JPMorgan Chase July 2011 - Present
Scotia Capital May 2009 - June 2011
UBS August 2007 - May 2009
MRE Consulting, LLC August 2004 - August 2007
Conundrum Consulting, LLC October 2000 - August 2004
Skills
Software Development, Data Modeling, Solution Architecture, Architectural Design, Application Frameworks, CSLA, Database Design, Web Services, Business Analysis, Exchange Traded..., Treasury Management, Vault Management, Canadian Debt Equities, Gas Scheduling Systems, Power Scheduling Systems, Pricing Analysis, Stakeholder Analysis, Proposal Writing, Enterprise Risk..., Project Management, Consulting, Management, Risk Management
Education
Texas State University-San Marcos 1995 — 1997
Bachelor of Arts (BA), Computer Science
Joe Gallo Joe Gallo's Scotia Capital Experience 1999 - 2000
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC 2010 - Present
Fortis Securities 2001 - October 2010
Schroders 2000 - 2001
Scotia Capital 1999 - 2000
Bear Stearns 1998 - 1999
Yamaichi Securities 1997 - 1998
Oppenheimer & Co. 1992 - 1997
Ernst & Co 1986 - 1992
Pershing 1985 - 1986
Skills
Reorganization, Buy ins, DTC, P&S, Margin, International Operations, Letters Of Credit, Securities Lending, Back Office, Dividends, Euroclear, Oasys, OCC, FINRA, Wall Street, Sophis, Commercial Paper, Corporate Actions, Global Custody, Repos, Collateral Management, Counterparty Risk, ETFs, Settlements, Settlement, Clearing, Straight Through..., Confirmations, SWIFT messaging, Deposits, Journal Entries, Month End, Physical Inventory, Reconciliations, Account Reconciliation, Invoice Processing, Audit Support, Intercompany, Year End Close, General Ledger..., Internal Reporting, Confirmation, Payments, Equities, Investment Banking, Capital Markets, Hedge Funds, Securities, Bloomberg, Auditing
Education
Syracuse University 1985 — 1988
BS, Forensic Psychology
St. Francis College 1984 — 1985
AD, Child Psychology
Cathedral College 1984 — 1984
Theology
Xaverian HS 1980 — 1984
Industrial and Commercial Bank of China (ICBC) Financial Services LLC 2010 - Present
Fortis Securities 2001 - October 2010
Schroders 2000 - 2001
Scotia Capital 1999 - 2000
Bear Stearns 1998 - 1999
Yamaichi Securities 1997 - 1998
Oppenheimer & Co. 1992 - 1997
Ernst & Co 1986 - 1992
Pershing 1985 - 1986
Skills
Reorganization, Buy ins, DTC, P&S, Margin, International Operations, Letters Of Credit, Securities Lending, Back Office, Dividends, Euroclear, Oasys, OCC, FINRA, Wall Street, Sophis, Commercial Paper, Corporate Actions, Global Custody, Repos, Collateral Management, Counterparty Risk, ETFs, Settlements, Settlement, Clearing, Straight Through..., Confirmations, SWIFT messaging, Deposits, Journal Entries, Month End, Physical Inventory, Reconciliations, Account Reconciliation, Invoice Processing, Audit Support, Intercompany, Year End Close, General Ledger..., Internal Reporting, Confirmation, Payments, Equities, Investment Banking, Capital Markets, Hedge Funds, Securities, Bloomberg, Auditing
Education
Syracuse University 1985 — 1988
BS, Forensic Psychology
St. Francis College 1984 — 1985
AD, Child Psychology
Cathedral College 1984 — 1984
Theology
Xaverian HS 1980 — 1984
Nick Conroy Nick Conroy's Scotia Capital Experience September 2011 - Present
Job Associate Director at Scotia Capital
Industry Financial Services
Experience
Scotia Capital September 2011 - Present
Penson Canada January 2010 - August 2011
RBC Dexia Investor Services March 2006 - December 2009
Raymond James 2005 - 2006
Skills
Securities Lending, Bloomberg, Equities, Fixed Income
Education
University of New Brunswick 1998 — 2003
BBA
Scotia Capital September 2011 - Present
Penson Canada January 2010 - August 2011
RBC Dexia Investor Services March 2006 - December 2009
Raymond James 2005 - 2006
Skills
Securities Lending, Bloomberg, Equities, Fixed Income
Education
University of New Brunswick 1998 — 2003
BBA
Vladislav Vlad, MBA, P.Eng. Vladislav Vlad, MBA, P.Eng.'s Scotia Capital Experience January 2011 - Present
Job Director at Scotia Capital
Industry Oil & Energy
Experience
Scotia Capital January 2011 - Present
Scotia Capital February 2010 - February 2011
CIBC World Markets March 2008 - February 2010
Wolverton Securities May 2007 - December 2007
Lanmark Engineering June 2006 - May 2007
ViRexx Medical Corp. May 2005 - January 2006
Lanmark Engineering September 2003 - August 2004
TNO 2000 - 2001
Skills
Equity Research, Energy, Financial Modeling, Valuation, Capital Markets, Project Management, Equities, Corporate Finance, Equity Valuation, Financial Analysis, Microsoft Excel, Petroleum, Risk Management, Portfolio Management, Bloomberg, Financial Markets, Derivatives, Fixed Income, DCF
Education
University of Alberta 2004 — 2006
MBA, Finance
University of Alberta 1998 — 2003
Bachelors of Science, Mechanical Engineering Co-op
Scotia Capital January 2011 - Present
Scotia Capital February 2010 - February 2011
CIBC World Markets March 2008 - February 2010
Wolverton Securities May 2007 - December 2007
Lanmark Engineering June 2006 - May 2007
ViRexx Medical Corp. May 2005 - January 2006
Lanmark Engineering September 2003 - August 2004
TNO 2000 - 2001
Skills
Equity Research, Energy, Financial Modeling, Valuation, Capital Markets, Project Management, Equities, Corporate Finance, Equity Valuation, Financial Analysis, Microsoft Excel, Petroleum, Risk Management, Portfolio Management, Bloomberg, Financial Markets, Derivatives, Fixed Income, DCF
Education
University of Alberta 2004 — 2006
MBA, Finance
University of Alberta 1998 — 2003
Bachelors of Science, Mechanical Engineering Co-op
Deepa Muthukrishnan's Scotia Capital Experience October 2008 - December 2010
Job
Industry Information Technology and Services
Experience
Scotiabank (ScotiaMocatta) October 2011 - Present
Scotia Capital (ScotiaMocatta) November 2010 - Present
Scotia Capital October 2008 - December 2010
Sapient Corporation August 2005 - October 2008
NCR May 2006 - July 2006
Tata Consultancy Services September 1999 - August 2003
Skills
Spanish
Education
High School
University of Madras
MS, Computer Science
University of Madras
B.S., Physics
Scotiabank (ScotiaMocatta) October 2011 - Present
Scotia Capital (ScotiaMocatta) November 2010 - Present
Scotia Capital October 2008 - December 2010
Sapient Corporation August 2005 - October 2008
NCR May 2006 - July 2006
Tata Consultancy Services September 1999 - August 2003
Skills
Spanish
Education
High School
University of Madras
MS, Computer Science
University of Madras
B.S., Physics
Max Lof's Scotia Capital Experience 1998 - 1999
Job Experienced CFO considering board, advisory and executive opportunities
Industry Oil & Energy
Experience
Surge Energy Inc. April 2010 - June 2015
Breaker Energy Ltd June 2004 - December 2009
AltaLink 2002 - 2004
Burlington Resources 1999 - 2001
Poco Petroleums 1998 - 1999
Scotia Capital 1998 - 1999
Levesque Beaubien Geoffrion 1995 - 1998
Skills
Energy, Financial Modeling, Energy Industry, Financial Analysis, Due Diligence, Mergers & Acquisitions, Corporate Finance, Petroleum, Investor Relations, Restructuring, Accounting, Finance, Investments, Capital Markets, Managerial Finance, Internal Controls, IFRS, Strategic Financial..., Sarbanes-Oxley Act, Forecasting, Auditing, Gas, Project Finance, Cash Flow, Mergers, Valuation, Risk Management, Business Planning, Financial Reporting, Capital Budgeting, Variance Analysis, Venture Capital, Leadership, Team Building, Team Leadership, Strategic Leadership, Entrepreneurship, Entrepreneurial Finance, Strategic Planning, Business Strategy, Investor Presentations, M&A analysis
Education
Chartered Financial Analyst 1994 — 1997
CFA
Southern Methodist University - Cox School of Business 1991 — 1993
MBA, Finance
University of Alberta 1987 — 1990
BComm, Accounting
Surge Energy Inc. April 2010 - June 2015
Breaker Energy Ltd June 2004 - December 2009
AltaLink 2002 - 2004
Burlington Resources 1999 - 2001
Poco Petroleums 1998 - 1999
Scotia Capital 1998 - 1999
Levesque Beaubien Geoffrion 1995 - 1998
Skills
Energy, Financial Modeling, Energy Industry, Financial Analysis, Due Diligence, Mergers & Acquisitions, Corporate Finance, Petroleum, Investor Relations, Restructuring, Accounting, Finance, Investments, Capital Markets, Managerial Finance, Internal Controls, IFRS, Strategic Financial..., Sarbanes-Oxley Act, Forecasting, Auditing, Gas, Project Finance, Cash Flow, Mergers, Valuation, Risk Management, Business Planning, Financial Reporting, Capital Budgeting, Variance Analysis, Venture Capital, Leadership, Team Building, Team Leadership, Strategic Leadership, Entrepreneurship, Entrepreneurial Finance, Strategic Planning, Business Strategy, Investor Presentations, M&A analysis
Education
Chartered Financial Analyst 1994 — 1997
CFA
Southern Methodist University - Cox School of Business 1991 — 1993
MBA, Finance
University of Alberta 1987 — 1990
BComm, Accounting
Paula Silver's Scotia Capital Experience 2011 - Present
Job Senior Manager at Scotia Capital
Industry Banking
Experience
Scotia Capital 2011 - Present
HSBC Bank Canada May 2009 - August 2010
CIBC August 2001 - April 2009
Education
St. Francis Xavier University 2007 — 2008
Certificate in Adult Education, Adult Education
University of Toronto 1995 — 1997
MA, Hispanic Languages
York University 1995 — 1997
IMBA, Business
York University - Schulich School of Business 1995 — 1997
IMBA
Scotia Capital 2011 - Present
HSBC Bank Canada May 2009 - August 2010
CIBC August 2001 - April 2009
Education
St. Francis Xavier University 2007 — 2008
Certificate in Adult Education, Adult Education
University of Toronto 1995 — 1997
MA, Hispanic Languages
York University 1995 — 1997
IMBA, Business
York University - Schulich School of Business 1995 — 1997
IMBA
Audrey Lokker (Mather)'s Scotia Capital Experience January 2011 - August 2011
Job Executive Director Commercial Banking, Chase
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
Scotiabank Global Banking and Markets September 2011 - September 2013
Scotia Capital January 2011 - August 2011
Audrey Lokker, CFA March 2008 - January 2011
JP Morgan Chase March 2001 - March 2002
JP Morgan Chase July 1996 - December 2000
Skills
Credit, Portfolio Management, Banking, Credit Analysis, Loans, Investments, Financial Analysis, Financial Services, Investment Banking, Derivatives, Commercial Banking, Relationship Management, Mortgage Lending, CRM, Analysis, Treasury Management, Bonds, Sales
Education
Texas A&M University - Mays Business School 1991 — 1993
MBA
Trinity University 1986 — 1990
BA, Economics, minor in history
JPMorgan Chase November 2013 - Present
Scotiabank Global Banking and Markets September 2011 - September 2013
Scotia Capital January 2011 - August 2011
Audrey Lokker, CFA March 2008 - January 2011
JP Morgan Chase March 2001 - March 2002
JP Morgan Chase July 1996 - December 2000
Skills
Credit, Portfolio Management, Banking, Credit Analysis, Loans, Investments, Financial Analysis, Financial Services, Investment Banking, Derivatives, Commercial Banking, Relationship Management, Mortgage Lending, CRM, Analysis, Treasury Management, Bonds, Sales
Education
Texas A&M University - Mays Business School 1991 — 1993
MBA
Trinity University 1986 — 1990
BA, Economics, minor in history
Andrei Dragalin's Scotia Capital Experience November 2010 - November 2011
Job Director, Foreign Exchange Technology at Scotiabank
Industry Financial Services
Experience
Scotiabank January 2015 - Present
Scotiabank November 2011 - December 2014
Scotia Capital November 2010 - November 2011
Scotia Capital June 2007 - November 2010
Scotiabank April 2003 - June 2007
Education
1990 — 1994
1988 — 1990
Scotiabank January 2015 - Present
Scotiabank November 2011 - December 2014
Scotia Capital November 2010 - November 2011
Scotia Capital June 2007 - November 2010
Scotiabank April 2003 - June 2007
Education
1990 — 1994
1988 — 1990
Steven Kerrigan's Scotia Capital Experience April 2009 - May 2011
Job Director, Business Development and Finance at The Berry Companies
Industry Oil & Energy
Experience
The Berry Companies March 2012 - Present
Spot Trading LLC July 2011 - March 2012
Scotia Capital April 2009 - May 2011
UBS Investment Bank August 2006 - February 2009
Skills
Energy Derivatives, Financial Modeling, Valuation, Commodity, Economics, Capital Markets, Emerging Markets, Trading, Corporate Finance, Fixed Income, Bloomberg, Equities, Strategy, Financial Markets, Project Management
Education
The Johns Hopkins University 2004 — 2006
M.A., International Finance, Latin America
The Johns Hopkins University 2001 — 2004
B.A., Economics, International Studies
The Berry Companies March 2012 - Present
Spot Trading LLC July 2011 - March 2012
Scotia Capital April 2009 - May 2011
UBS Investment Bank August 2006 - February 2009
Skills
Energy Derivatives, Financial Modeling, Valuation, Commodity, Economics, Capital Markets, Emerging Markets, Trading, Corporate Finance, Fixed Income, Bloomberg, Equities, Strategy, Financial Markets, Project Management
Education
The Johns Hopkins University 2004 — 2006
M.A., International Finance, Latin America
The Johns Hopkins University 2001 — 2004
B.A., Economics, International Studies
Mohan Kesavan's Scotia Capital Experience April 2010 - Present
Job Application Support Analyst at Scotia Capital
Industry Investment Management
Experience
Scotia Capital April 2010 - Present
Hospitals of Ontario Pension Plan April 2009 - January 2011
Canada Pension Plan Investment Board April 2008 - January 2009
HSBC February 2002 - November 2007
Skills
SWIFT payments, Technical Analysis, User Acceptance Testing, Bloomberg, Fixed Income, Software Documentation, Calypso, Process Improvement, Testing, Change Management, Summit, Hyperion Enterprise, Core Banking, Project Support, Portia
Education
Loyola Institute of Business Administration 1995 — 1998
MBA, Systems Management
University of Madras 1990 — 1993
University of Madras, Economics
Scotia Capital April 2010 - Present
Hospitals of Ontario Pension Plan April 2009 - January 2011
Canada Pension Plan Investment Board April 2008 - January 2009
HSBC February 2002 - November 2007
Skills
SWIFT payments, Technical Analysis, User Acceptance Testing, Bloomberg, Fixed Income, Software Documentation, Calypso, Process Improvement, Testing, Change Management, Summit, Hyperion Enterprise, Core Banking, Project Support, Portia
Education
Loyola Institute of Business Administration 1995 — 1998
MBA, Systems Management
University of Madras 1990 — 1993
University of Madras, Economics
Ron Dooley's Scotia Capital Experience December 2005 - August 2008
Job Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal November 2013 - Present
Alvarez & Marsal May 2009 - November 2013
Scotiabank September 2008 - April 2009
Scotia Capital December 2005 - August 2008
Scotia Capital June 1997 - November 2005
Skills
Capital Markets, Valuation, Financial Modeling, Corporate Finance, Private Equity, Due Diligence, Leveraged Finance, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 1995 — 1997
Master of Business Administration (MBA), Finance
University of Montana 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance
Bishop Ridley College 1984 — 1985
High School
Strathcona Tweedsmuir 1981 — 1984
High School
Alvarez & Marsal November 2013 - Present
Alvarez & Marsal May 2009 - November 2013
Scotiabank September 2008 - April 2009
Scotia Capital December 2005 - August 2008
Scotia Capital June 1997 - November 2005
Skills
Capital Markets, Valuation, Financial Modeling, Corporate Finance, Private Equity, Due Diligence, Leveraged Finance, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 1995 — 1997
Master of Business Administration (MBA), Finance
University of Montana 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance
Bishop Ridley College 1984 — 1985
High School
Strathcona Tweedsmuir 1981 — 1984
High School
Frank Sandler's Scotia Capital Experience January 1992 - January 1998
Job Managing Director and Industry Head, US Power & Utilities at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets May 2014 - Present
Scotiabank Global Banking and Markets August 2012 - April 2014
Scotiabank Global Banking and Markets 1998 - 2012
Scotia Capital January 1992 - January 1998
Skills
Corporate Finance, Capital Markets, Fixed Income, Financial Modeling, Valuation, Investment Banking, Management, Relationship Management, Portfolio Management, Due Diligence
Education
Thunderbird School of Global Management 1985 — 1986
University of North Carolina at Chapel Hill 1980 — 1984
BA, Poli Sci/History
Marblehead High School 1976 — 1980
Scotiabank Global Banking and Markets May 2014 - Present
Scotiabank Global Banking and Markets August 2012 - April 2014
Scotiabank Global Banking and Markets 1998 - 2012
Scotia Capital January 1992 - January 1998
Skills
Corporate Finance, Capital Markets, Fixed Income, Financial Modeling, Valuation, Investment Banking, Management, Relationship Management, Portfolio Management, Due Diligence
Education
Thunderbird School of Global Management 1985 — 1986
University of North Carolina at Chapel Hill 1980 — 1984
BA, Poli Sci/History
Marblehead High School 1976 — 1980
Juliette Young's Scotia Capital Experience February 2008 - October 2009
Job Capital Markets IT Business Analyst
Industry Information Technology and Services
Experience
Scotiabank Global Banking and Markets July 2010 - Present
RBC Royal Bank October 2009 - July 2010
Scotia Capital February 2008 - October 2009
CIBC World Markets April 2004 - November 2007
Arackal Digital Solutions August 2002 - March 2004
Royal Bank Financial Group August 1993 - July 2002
Skills
Derivatives, Business Analysis, Requirements Gathering, Risk Management, PL/SQL, SQL, Trading Systems, Access, Visual Basic, Data Modeling, Erwin, Unix Shell Scripting, C++, User Acceptance Testing
Education
Honeywell Integrated Computer Studies 1992 — 1992
Diploma, Computer Science
Simon Fraser University
BBA, Joint Honours in Business Administration & Economics
Scotiabank Global Banking and Markets July 2010 - Present
RBC Royal Bank October 2009 - July 2010
Scotia Capital February 2008 - October 2009
CIBC World Markets April 2004 - November 2007
Arackal Digital Solutions August 2002 - March 2004
Royal Bank Financial Group August 1993 - July 2002
Skills
Derivatives, Business Analysis, Requirements Gathering, Risk Management, PL/SQL, SQL, Trading Systems, Access, Visual Basic, Data Modeling, Erwin, Unix Shell Scripting, C++, User Acceptance Testing
Education
Honeywell Integrated Computer Studies 1992 — 1992
Diploma, Computer Science
Simon Fraser University
BBA, Joint Honours in Business Administration & Economics
Victor Kan Liang, MBA, CFA's Scotia Capital Experience February 2011 - Present
Job Manager at Scotiabank Global Banking and Markets
Industry Financial Services
Experience
Scotiabank Global Banking and Markets August 2014 - Present
Scotia Capital February 2011 - Present
Siemens May 2004 - June 2010
TPS Group, Tokyo Japan October 2002 - April 2003
Human Frontier, Tokyo Japan January 2002 - September 2002
Skills
Analysis, Financial Analysis, Financial Modeling, VBA, Capital Markets, Derivatives, Program Management, Bloomberg, Portfolio Management, Credit Analysis, Customer Satisfaction
Education
CFA Institute
Chartered Financial Analyst
Wilfrid Laurier University 2007 — 2010
MBA, Finance
Shanghai Jiao Tong University 1995 — 1999
BSc, Physics
Shanghai High School 1989 — 1995
High School Diploma
Scotiabank Global Banking and Markets August 2014 - Present
Scotia Capital February 2011 - Present
Siemens May 2004 - June 2010
TPS Group, Tokyo Japan October 2002 - April 2003
Human Frontier, Tokyo Japan January 2002 - September 2002
Skills
Analysis, Financial Analysis, Financial Modeling, VBA, Capital Markets, Derivatives, Program Management, Bloomberg, Portfolio Management, Credit Analysis, Customer Satisfaction
Education
CFA Institute
Chartered Financial Analyst
Wilfrid Laurier University 2007 — 2010
MBA, Finance
Shanghai Jiao Tong University 1995 — 1999
BSc, Physics
Shanghai High School 1989 — 1995
High School Diploma
John Frazell's Scotia Capital Experience 1998 - Present
Job Director at Scotia Capital
Industry Banking
Experience
Scotia Capital 1998 - Present
The Bank of Nova Scotia 1998 - Present
Education
University of Houston
MBA / JD
Scotia Capital 1998 - Present
The Bank of Nova Scotia 1998 - Present
Education
University of Houston
MBA / JD
Lisa Larpenteur's Scotia Capital Experience 1997 - 2001
Job Managing Director, Corporate Banking Power and Utilities Group, Wells Fargo
Industry Banking
Experience
Wells Fargo 2001 - Present
Scotia Capital 1997 - 2001
Skills
Risk Management, Asset Management, Portfolio Management, Strategic Planning, Mergers & Acquisitions, Commercial Banking, Valuation
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
Bachelor of Science (BS), Finance, General
Wells Fargo 2001 - Present
Scotia Capital 1997 - 2001
Skills
Risk Management, Asset Management, Portfolio Management, Strategic Planning, Mergers & Acquisitions, Commercial Banking, Valuation
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
Bachelor of Science (BS), Finance, General
Meredith Jermann's Scotia Capital Experience August 1994 - April 2004
Job Vice President at PNC Bank
Industry Banking
Experience
PNC Bank July 2014 - Present
PNC Bank May 2004 - July 2014
Scotia Capital August 1994 - April 2004
Bank of Nova Scotia 1994 - 2004
Skills
Banking, Financial Modeling, Capital Markets, Treasury Management, Commercial Lending, Credit, Cash Management, Corporate Finance, Finance, Portfolio Management
Education
University of Rochester - Simon Business School 1992 — 1994
MBA, Finance, Accounting
University of Northern Iowa 1986 — 1990
PNC Bank July 2014 - Present
PNC Bank May 2004 - July 2014
Scotia Capital August 1994 - April 2004
Bank of Nova Scotia 1994 - 2004
Skills
Banking, Financial Modeling, Capital Markets, Treasury Management, Commercial Lending, Credit, Cash Management, Corporate Finance, Finance, Portfolio Management
Education
University of Rochester - Simon Business School 1992 — 1994
MBA, Finance, Accounting
University of Northern Iowa 1986 — 1990
Jesse Zender's Scotia Capital Experience April 2011 - Present
Job Prime Brokerage at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital April 2011 - Present
UBS Investment Bank September 2005 - April 2011
Skills
Securities Lending, Swaps, Options, Hedge Funds, Prime Brokerage, Equities, Equity Derivatives
Education
University of Rhode Island
Scotia Capital April 2011 - Present
UBS Investment Bank September 2005 - April 2011
Skills
Securities Lending, Swaps, Options, Hedge Funds, Prime Brokerage, Equities, Equity Derivatives
Education
University of Rhode Island
Mark Vigil's Scotia Capital Experience 2008 - Present
Job Managing Director at BBVA
Industry Financial Services
Experience
BBVA January 2014 - Present
Scotia Capital 2008 - Present
Societe Generale 1994 - 2008
Skills
Leveraged Finance, Structuring, Credit Analysis, Corporate Finance, Origination, Credit, Debt Restructuring, Risk Management, Credit Risk, Portfolio Management, Structured Finance, Syndications, Asset Based Lending, Equities, Commercial Banking, Emerging Markets, Project Finance, Derivatives, Investment Banking, Loan Origination, Financial Modeling, Mergers & Acquisitions, Financial Risk, Structured Products, Banking, Financial Structuring, Fixed Income, Loans, Valuation, Private Equity, Due Diligence, Capital Markets, Commodity
Education
Santa Clara University 1985 — 1987
MBA, Finance
University of California, Berkeley 1978 — 1983
AB, English
BBVA January 2014 - Present
Scotia Capital 2008 - Present
Societe Generale 1994 - 2008
Skills
Leveraged Finance, Structuring, Credit Analysis, Corporate Finance, Origination, Credit, Debt Restructuring, Risk Management, Credit Risk, Portfolio Management, Structured Finance, Syndications, Asset Based Lending, Equities, Commercial Banking, Emerging Markets, Project Finance, Derivatives, Investment Banking, Loan Origination, Financial Modeling, Mergers & Acquisitions, Financial Risk, Structured Products, Banking, Financial Structuring, Fixed Income, Loans, Valuation, Private Equity, Due Diligence, Capital Markets, Commodity
Education
Santa Clara University 1985 — 1987
MBA, Finance
University of California, Berkeley 1978 — 1983
AB, English
Becky Nebel's Scotia Capital Experience August 2010 - June 2011
Job Actis, Investor Development Group
Industry Venture Capital & Private Equity
Experience
Actis July 2011 - Present
Scotia Capital August 2010 - June 2011
Jefferies & Company July 2007 - January 2010
Helix Associates July 2006 - July 2007
Skills
Valuation
Education
University of Maryland College Park 2002 — 2006
BA
Manhasset High School 1998 — 2002
Actis July 2011 - Present
Scotia Capital August 2010 - June 2011
Jefferies & Company July 2007 - January 2010
Helix Associates July 2006 - July 2007
Skills
Valuation
Education
University of Maryland College Park 2002 — 2006
BA
Manhasset High School 1998 — 2002
James Belletire's Scotia Capital Experience January 1995 - September 2005
Job Managing Director at New York Life Investment Management LLC
Industry Financial Services
Experience
New York Life Investment Management LLC June 2012 - Present
Societe Generale September 2005 - May 2012
Scotia Capital January 1995 - September 2005
Skills
Banking, Management, Financial Modeling, Corporate Finance, Treasury Management, Investments, Finance, Credit, Capital Markets, Financial Analysis, Fixed Income, Derivatives, Investment Banking, Commercial Banking, Commercial Lending, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1993 — 1995
Masters, Finance
University of Illinois at Urbana-Champaign 1988 — 1992
BS, College of Communications
New York Life Investment Management LLC June 2012 - Present
Societe Generale September 2005 - May 2012
Scotia Capital January 1995 - September 2005
Skills
Banking, Management, Financial Modeling, Corporate Finance, Treasury Management, Investments, Finance, Credit, Capital Markets, Financial Analysis, Fixed Income, Derivatives, Investment Banking, Commercial Banking, Commercial Lending, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1993 — 1995
Masters, Finance
University of Illinois at Urbana-Champaign 1988 — 1992
BS, College of Communications
Michele Lio Palmo's Scotia Capital Experience June 1995 - July 2007
Job Senior Vice President at RBS Citizens
Industry Banking
Experience
RBS Citizens September 2011 - Present
Cutwater Asset Management August 2007 - July 2011
Scotia Capital June 1995 - July 2007
Skills
Credit Analysis, Portfolio Management, Trading, Capital Markets, Fixed Income, Investment Banking, Bloomberg, Finance, Bonds, Business Development, Asset Management, Securities, Derivatives, Structured Finance, Structured Products
Education
University at Albany 1993 — 1995
MBA, Finance
State University of New York College at Brockport 1988 — 1992
BS, Major: Accounting / Minor: Economics
RBS Citizens September 2011 - Present
Cutwater Asset Management August 2007 - July 2011
Scotia Capital June 1995 - July 2007
Skills
Credit Analysis, Portfolio Management, Trading, Capital Markets, Fixed Income, Investment Banking, Bloomberg, Finance, Bonds, Business Development, Asset Management, Securities, Derivatives, Structured Finance, Structured Products
Education
University at Albany 1993 — 1995
MBA, Finance
State University of New York College at Brockport 1988 — 1992
BS, Major: Accounting / Minor: Economics
Stephen Aczel's Scotia Capital Experience July 2007 - Present
Job Director Loan Sales & Trading
Industry Banking
Experience
Scotia Capital July 2007 - Present
Scotia Capital May 2006 - June 2007
Fulbright & Jaworski January 2005 - July 2006
Aczel & Associates January 1997 - January 2004
Education
William E. Simon Graduate School of Business Administration - University of Rochester
Master of Science, Finance
Cameron School of Business - University of St. Thomas
Master of Business Administration, Marketing
South Texas College of Law
JD, Law
Washington UniversitySt
Bachelor of Arts
Scotia Capital July 2007 - Present
Scotia Capital May 2006 - June 2007
Fulbright & Jaworski January 2005 - July 2006
Aczel & Associates January 1997 - January 2004
Education
William E. Simon Graduate School of Business Administration - University of Rochester
Master of Science, Finance
Cameron School of Business - University of St. Thomas
Master of Business Administration, Marketing
South Texas College of Law
JD, Law
Washington UniversitySt
Bachelor of Arts
Shimon Ben-David's Scotia Capital Experience April 2010 - Present
Job Data Architect and Project Manager at Scotia Capital
Industry Information Technology and Services
Experience
Scotia Capital April 2010 - Present
SBD Group Inc. September 1994 - Present
OMERS September 1994 - April 2008
Perimeter Financial 2007 - 2007
DMC 1994 - 1995
SHL Systemhouse 1993 - 1994
Nidak Associates Inc. 1990 - 1993
SHL Systemhouse 1989 - 1990
Olympia & York 1989 - 1990
Magna International 1987 - 1989
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Business Intelligence, Business Analysis, Agile Methodologies, Oracle, Data Warehousing
Education
Technion - Israel Institute of Technology 1968 — 1972
BSc, Electrical Engineering
Scotia Capital April 2010 - Present
SBD Group Inc. September 1994 - Present
OMERS September 1994 - April 2008
Perimeter Financial 2007 - 2007
DMC 1994 - 1995
SHL Systemhouse 1993 - 1994
Nidak Associates Inc. 1990 - 1993
SHL Systemhouse 1989 - 1990
Olympia & York 1989 - 1990
Magna International 1987 - 1989
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Business Intelligence, Business Analysis, Agile Methodologies, Oracle, Data Warehousing
Education
Technion - Israel Institute of Technology 1968 — 1972
BSc, Electrical Engineering
Arun Balasundaram's Scotia Capital Experience May 2009 - January 2012
Job Vice President Development at Louis Dreyfus Highbridge Energy
Industry Computer Software
Experience
Castleton Commodities International January 2012 - Present
Scotia Capital May 2009 - January 2012
UBS Investment Bank February 2002 - April 2009
Enron June 1999 - February 2002
Skills
C#, .NET, Microsoft SQL Server, Java, Oracle, SDLC, Business Analysis, Agile Methodologies, Trading Systems, Risk Management, Software Development, Software Project...
Education
University of Madras 1992 — 1996
BS, Electrical and Electronics
Castleton Commodities International January 2012 - Present
Scotia Capital May 2009 - January 2012
UBS Investment Bank February 2002 - April 2009
Enron June 1999 - February 2002
Skills
C#, .NET, Microsoft SQL Server, Java, Oracle, SDLC, Business Analysis, Agile Methodologies, Trading Systems, Risk Management, Software Development, Software Project...
Education
University of Madras 1992 — 1996
BS, Electrical and Electronics
Mohsen Jalilvand's Scotia Capital Experience October 2005 - May 2010
Job Senior Architect at Scotia Bank(GBM)
Industry Financial Services
Experience
Scotia Bank May 2010 - Present
Scotia Capital October 2005 - May 2010
Scotia Capital November 2002 - October 2005
Skills
Unix, Solaris, SWIFT payments, Weblogic, Architecture, Websphere, High Availability, Clustering, Virtualization, Analysis, Architectures, Veritas, ITIL, TOGAF 9.1, Innovation and..., Pega PRPC, System Architecture, Banking
Education
Sharif University of Technology 1985 — 1989
Bsc Eng, Computer Engineering
Scotia Bank May 2010 - Present
Scotia Capital October 2005 - May 2010
Scotia Capital November 2002 - October 2005
Skills
Unix, Solaris, SWIFT payments, Weblogic, Architecture, Websphere, High Availability, Clustering, Virtualization, Analysis, Architectures, Veritas, ITIL, TOGAF 9.1, Innovation and..., Pega PRPC, System Architecture, Banking
Education
Sharif University of Technology 1985 — 1989
Bsc Eng, Computer Engineering
Jonathan Silsby's Scotia Capital Experience 2000 - 2006
Job Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets February 2013 - Present
Arbor Commercial Mortgage August 2012 - February 2013
Ernst & Young - Transaction Real Estate Advisory January 2010 - August 2012
General Electric April 2006 - March 2009
Scotia Capital 2000 - 2006
CapStar Hotel Company December 1996 - September 1997
Education
University of Rochester - Simon Business School 1999 — 2000
MBA, Finance and Accounting
University of Vermont
Bachelor of Arts, Math and Economics
CIBC World Markets February 2013 - Present
Arbor Commercial Mortgage August 2012 - February 2013
Ernst & Young - Transaction Real Estate Advisory January 2010 - August 2012
General Electric April 2006 - March 2009
Scotia Capital 2000 - 2006
CapStar Hotel Company December 1996 - September 1997
Education
University of Rochester - Simon Business School 1999 — 2000
MBA, Finance and Accounting
University of Vermont
Bachelor of Arts, Math and Economics
Parrish Chin's Scotia Capital Experience November 2013 - Present
Job Assistant Manager at Scotia Capital
Industry Financial Services
Experience
Scotia Capital November 2013 - Present
Hess Corporation April 2010 - November 2013
Hess Corporation January 2009 - April 2010
Hess Corporation March 2008 - January 2009
HETCO September 2006 - March 2008
Skills
Microsoft Excel, VBA, Energy, Automation, Process Improvement, PnL, Product Control, Derivatives, SQL, Commodity, Risk Management, Trading, Middle Office, Back Office, Trade Operations, Teamwork, Risk Analytics, Petroleum, Commodity Markets, Trading Systems, Project Management, Leadership, Settlement
Education
Southern Methodist University 2000 — 2004
Bachelor of Science (B.S.), Economics
New Canaan High School 1996 — 2000
Kingwood High School 1996 — 1996
Scotia Capital November 2013 - Present
Hess Corporation April 2010 - November 2013
Hess Corporation January 2009 - April 2010
Hess Corporation March 2008 - January 2009
HETCO September 2006 - March 2008
Skills
Microsoft Excel, VBA, Energy, Automation, Process Improvement, PnL, Product Control, Derivatives, SQL, Commodity, Risk Management, Trading, Middle Office, Back Office, Trade Operations, Teamwork, Risk Analytics, Petroleum, Commodity Markets, Trading Systems, Project Management, Leadership, Settlement
Education
Southern Methodist University 2000 — 2004
Bachelor of Science (B.S.), Economics
New Canaan High School 1996 — 2000
Kingwood High School 1996 — 1996
Andrew Champion's Scotia Capital Experience May 2009 - April 2011
Job Application Specialist at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank April 2011 - Present
Scotia Capital May 2009 - April 2011
UBS Investment Bank May 2004 - April 2009
Data, Inc. November 2003 - May 2004
UBS Warburg Energy January 2002 - April 2003
Enron Corporation August 1999 - December 2001
Marathon Oil Company 1988 - 1990
Skills
Derivatives, Commodity, Commodity Markets, Trading, Risk Management, Trading Systems, Equities, Fixed Income, Portfolio Management, Credit Risk, Financial Services, Valuation, Swaps, Options, Financial Modeling, Market Risk, Hedging, Capital Markets, VAR, Technical Analysis, Java, Oracle, C#, Microsoft SQL Server
Education
University of Phoenix 2002 — 2008
Business, Finance
University of Houston 1986 — 1996
Management Information Systems
Scotiabank April 2011 - Present
Scotia Capital May 2009 - April 2011
UBS Investment Bank May 2004 - April 2009
Data, Inc. November 2003 - May 2004
UBS Warburg Energy January 2002 - April 2003
Enron Corporation August 1999 - December 2001
Marathon Oil Company 1988 - 1990
Skills
Derivatives, Commodity, Commodity Markets, Trading, Risk Management, Trading Systems, Equities, Fixed Income, Portfolio Management, Credit Risk, Financial Services, Valuation, Swaps, Options, Financial Modeling, Market Risk, Hedging, Capital Markets, VAR, Technical Analysis, Java, Oracle, C#, Microsoft SQL Server
Education
University of Phoenix 2002 — 2008
Business, Finance
University of Houston 1986 — 1996
Management Information Systems
Patrick Gomez's Scotia Capital Experience May 2009 - March 2012
Job Software Developer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2012 - Present
Scotia Capital May 2009 - March 2012
UBS Investment Bank October 2006 - April 2009
Aegis Mortgage March 2005 - October 2006
Personix February 2003 - March 2005
Caminus August 2002 - January 2003
Koch Investment Group 2001 - 2002
Compaq January 1999 - July 2001
Skills
Microsoft SQL Server, Commodity Markets, WCF, C#, Software Development, .NET
Education
Texas A&M University 1996 — 2000
BS, Computer Science
JPMorgan Chase April 2012 - Present
Scotia Capital May 2009 - March 2012
UBS Investment Bank October 2006 - April 2009
Aegis Mortgage March 2005 - October 2006
Personix February 2003 - March 2005
Caminus August 2002 - January 2003
Koch Investment Group 2001 - 2002
Compaq January 1999 - July 2001
Skills
Microsoft SQL Server, Commodity Markets, WCF, C#, Software Development, .NET
Education
Texas A&M University 1996 — 2000
BS, Computer Science
Kulvinder Sindhu's Scotia Capital Experience November 2010 - Present
Job Senior Analyst at Scotia Capital
Industry Capital Markets
Experience
Scotia Capital November 2010 - Present
BMO Capital Markets 2006 - 2010
Keycorp February 2002 - November 2005
IMAX August 2001 - December 2001
Skills
Capital Markets, Equity Research, Fixed Income, Financial Analysis, Equities, Derivatives
Education
CPA Ontario 2015 — 2019
Accounting and Finance
Simon Fraser University 1987 — 1992
Scotia Capital November 2010 - Present
BMO Capital Markets 2006 - 2010
Keycorp February 2002 - November 2005
IMAX August 2001 - December 2001
Skills
Capital Markets, Equity Research, Fixed Income, Financial Analysis, Equities, Derivatives
Education
CPA Ontario 2015 — 2019
Accounting and Finance
Simon Fraser University 1987 — 1992
Christopher Pisciotta's Scotia Capital Experience May 2010 - Present
Job Director of Settlement Operations at Scotia Capital
Industry Financial Services
Experience
Scotia Capital May 2010 - Present
Commerzbank AG 2009 - April 2010
Dresdner Kleinwort April 1998 - March 2010
ING December 1995 - February 1998
Lehman Brothers August 1988 - March 1995
SG Warburg 1995 - 1995
Drexel Burnham Lambert March 1986 - June 1988
Goldman Sachs April 1984 - March 1986
Skills
Fixed Income, Business Analysis, Account Reconciliation, Equities, Settlement, Middle Office, Prime Brokerage, Cash Management, Securities, Management, Financial Services, Back Office, Security, Securities Lending, Capital Markets, Hedge Funds, Bonds, Operational Risk, Treasury, Rates, Risk Management, Derivatives, Sarbanes-Oxley Act, Budgets, Financial Risk, Swaps, Investment Banking
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
Bachelor of Science, Management and Quantatative Analysis
Scotia Capital May 2010 - Present
Commerzbank AG 2009 - April 2010
Dresdner Kleinwort April 1998 - March 2010
ING December 1995 - February 1998
Lehman Brothers August 1988 - March 1995
SG Warburg 1995 - 1995
Drexel Burnham Lambert March 1986 - June 1988
Goldman Sachs April 1984 - March 1986
Skills
Fixed Income, Business Analysis, Account Reconciliation, Equities, Settlement, Middle Office, Prime Brokerage, Cash Management, Securities, Management, Financial Services, Back Office, Security, Securities Lending, Capital Markets, Hedge Funds, Bonds, Operational Risk, Treasury, Rates, Risk Management, Derivatives, Sarbanes-Oxley Act, Budgets, Financial Risk, Swaps, Investment Banking
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
Bachelor of Science, Management and Quantatative Analysis
Shirin Momin's Scotia Capital Experience January 2010 - September 2010
Job BMO Capital Markets GMO
Industry Financial Services
Experience
Bank of Montreal September 2010 - Present
Scotia Capital January 2010 - September 2010
Deutsche Bank September 2007 - October 2009
GlobeOp Financial Services 2005 - 2007
Skills
Capital Markets, Investment Banking
Education
Thakur Institute of Management Research and Studies 2003 — 2005
MBA, Finance
University of Mumbai 2000 — 2003
B COM, Accounting, Economics
Bank of Montreal September 2010 - Present
Scotia Capital January 2010 - September 2010
Deutsche Bank September 2007 - October 2009
GlobeOp Financial Services 2005 - 2007
Skills
Capital Markets, Investment Banking
Education
Thakur Institute of Management Research and Studies 2003 — 2005
MBA, Finance
University of Mumbai 2000 — 2003
B COM, Accounting, Economics
Nabil Maasarani's Scotia Capital Experience June 2010 - Present
Job at Scotia Capital
Industry Capital Markets
Experience
Scotia Capital June 2010 - Present
Bear Stearns September 1990 - June 2008
JPMorgan 2008 - 2008
Skills
Equity Trading, Equities, Trading, ETFs, Bloomberg, Derivatives, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Equity Derivatives, FINRA, Trading Systems
Education
Seton Hall University 1988 — 1990
BS, Finance
Scotia Capital June 2010 - Present
Bear Stearns September 1990 - June 2008
JPMorgan 2008 - 2008
Skills
Equity Trading, Equities, Trading, ETFs, Bloomberg, Derivatives, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Equity Derivatives, FINRA, Trading Systems
Education
Seton Hall University 1988 — 1990
BS, Finance
Éric Poupart's Scotia Capital Experience October 2009 - February 2014
Job Managing Director, Risk Management Solutions Group at National Bank Financial Markets
Industry Capital Markets
Experience
National Bank Financial Markets February 2014 - Present
Scotia Capital October 2009 - February 2014
Citi January 2001 - January 2009
National Bank Financial Inc. 1998 - 2000
National Bank Financial Inc. 1996 - 1998
Education
Université Laval
National Bank Financial Markets February 2014 - Present
Scotia Capital October 2009 - February 2014
Citi January 2001 - January 2009
National Bank Financial Inc. 1998 - 2000
National Bank Financial Inc. 1996 - 1998
Education
Université Laval
Garry Li's Scotia Capital Experience January 2010 - Present
Job Associate, Financial Engineer
Industry Financial Services
Experience
Scotia Capital January 2010 - Present
Skills
Quantitative Finance, Derivatives, Financial Engineering, Market Risk, Quantitative Analytics, VBA, Fixed Income, Interest Rate..., Capital Markets, Credit Derivatives, Monte Carlo Simulation, Numerical Analysis, FX Options, Bloomberg, Risk Management, Financial Modeling
Education
University of Alberta
PhD, applied mathematics
University of Waterloo
Master, Quantitative finance
Scotia Capital January 2010 - Present
Skills
Quantitative Finance, Derivatives, Financial Engineering, Market Risk, Quantitative Analytics, VBA, Fixed Income, Interest Rate..., Capital Markets, Credit Derivatives, Monte Carlo Simulation, Numerical Analysis, FX Options, Bloomberg, Risk Management, Financial Modeling
Education
University of Alberta
PhD, applied mathematics
University of Waterloo
Master, Quantitative finance
Shawn Morgan's Scotia Capital Experience 1999 - 2002
Job Senior Desktop Publisher at CIBC
Industry Financial Services
Experience
CIBC July 2013 - Present
Byron Capital Markets April 2011 - July 2013
Thomas Cook North America 2009 - 2011
Thomas Weisel Partners 2006 - 2009
Orion Securities Inc. 2002 - 2005
Scotia Capital 1999 - 2002
Skills
Equity Research, Capital Markets, Equities, Financial Modeling
Education
Sheridan College 1997 — 1999
Journalism
CIBC July 2013 - Present
Byron Capital Markets April 2011 - July 2013
Thomas Cook North America 2009 - 2011
Thomas Weisel Partners 2006 - 2009
Orion Securities Inc. 2002 - 2005
Scotia Capital 1999 - 2002
Skills
Equity Research, Capital Markets, Equities, Financial Modeling
Education
Sheridan College 1997 — 1999
Journalism
Chad Lyons's Scotia Capital Experience July 2011 - Present
Job Associate Director at Scotia Capital
Industry Banking
Experience
Scotia Capital July 2011 - Present
Lloyds Bank Corporate Markets October 2009 - July 2011
WestLB August 2006 - August 2009
Education
University of St. Thomas (TX) 2004 — 2006
MBA, Business - Finance
The University of Texas at Austin 1999 — 2003
BA, Geology
Scotia Capital July 2011 - Present
Lloyds Bank Corporate Markets October 2009 - July 2011
WestLB August 2006 - August 2009
Education
University of St. Thomas (TX) 2004 — 2006
MBA, Business - Finance
The University of Texas at Austin 1999 — 2003
BA, Geology
Carol Leong's Scotia Capital Experience September 2007 - Present
Job Operation Officer at Scotia Capital
Industry Banking
Experience
Scotia Capital September 2007 - Present
Bank of New York Mellon February 2003 - September 2007
Education
University of Houston, C.T. Bauer College of Business 1993 — 2000
BA, Accounting
Scotia Capital September 2007 - Present
Bank of New York Mellon February 2003 - September 2007
Education
University of Houston, C.T. Bauer College of Business 1993 — 2000
BA, Accounting
Susan Eapen's Scotia Capital Experience January 2008 - November 2012
Job Advisory and Transactions Businesses Compliance Expert
Industry Banking
Experience
Scotiabank September 2013 - Present
Scotiabank November 2012 - Present
Scotia Capital January 2008 - November 2012
Shearman & Sterling LLP January 2001 - April 2003
Blake, Cassels & Graydon LLP February 1996 - December 2000
Skills
Securities, Capital Markets, Risk Management, Corporate Governance, Due Diligence, Financial Risk, Banking, Securities Regulation, Investments, Management, Legal Compliance, Broker-Dealer Compliance, Investment Banking
Education
The University of British Columbia 1991 — 1994
Bachelor of Laws (LL.B.), Law
University of Toronto - University of Trinity College 1988 — 1991
Bachelor of Arts (B.A.), English and Economics
Canadian Securities Institute
Canadian Securities Course (CSC) and Partners, Directors and Officers Course (PDO)
Scotiabank September 2013 - Present
Scotiabank November 2012 - Present
Scotia Capital January 2008 - November 2012
Shearman & Sterling LLP January 2001 - April 2003
Blake, Cassels & Graydon LLP February 1996 - December 2000
Skills
Securities, Capital Markets, Risk Management, Corporate Governance, Due Diligence, Financial Risk, Banking, Securities Regulation, Investments, Management, Legal Compliance, Broker-Dealer Compliance, Investment Banking
Education
The University of British Columbia 1991 — 1994
Bachelor of Laws (LL.B.), Law
University of Toronto - University of Trinity College 1988 — 1991
Bachelor of Arts (B.A.), English and Economics
Canadian Securities Institute
Canadian Securities Course (CSC) and Partners, Directors and Officers Course (PDO)
Edward F. Ribaudo Jr.'s Scotia Capital Experience April 1997 - October 2004
Job Managing Director at GE Capital
Industry Investment Banking
Experience
GE Capital October 2004 - Present
Scotia Capital April 1997 - October 2004
Key Bank September 1993 - April 1997
Skills
Capital Markets, Loans, Trading, Middle Market, Leveraged Finance, 2nd Lien and Mezzanine...
Education
Siena College 1984 — 1988
BS, Finance
GE Capital October 2004 - Present
Scotia Capital April 1997 - October 2004
Key Bank September 1993 - April 1997
Skills
Capital Markets, Loans, Trading, Middle Market, Leveraged Finance, 2nd Lien and Mezzanine...
Education
Siena College 1984 — 1988
BS, Finance
Daniel Mudd's Scotia Capital Experience September 2006 - February 2010
Job JP Morgan Chase Treasury Sales Manager for Canadian Corporate Clients
Industry Banking
Experience
JP Morgan Chase November 2010 - Present
JP Morgan Chase January 2010 - November 2010
Scotia Capital September 2006 - February 2010
Chase Bank June 2005 - August 2006
International Bank of Commerce June 2003 - June 2005
SPERO Marketing 2002 - 2002
Skills
Cash Management, Relationship Management, Credit, Portfolio Management, Business Development, Retail Banking, Commercial Banking, Banking, Treasury Management, Loans, Sales, Investment Banking, Credit Analysis, Financial Analysis, Management, Negotiation, Risk Management, Mergers, Treasury
Education
Schiller University, London, England. 2001 — 2003
MA, International Relations, and Business
St. Edward's University 1996 — 2000
BA, International Relations / Business
Schiller University, Paris, France. 1998 — 1999
BA, International Business and Foreign Policy Studies
JP Morgan Chase November 2010 - Present
JP Morgan Chase January 2010 - November 2010
Scotia Capital September 2006 - February 2010
Chase Bank June 2005 - August 2006
International Bank of Commerce June 2003 - June 2005
SPERO Marketing 2002 - 2002
Skills
Cash Management, Relationship Management, Credit, Portfolio Management, Business Development, Retail Banking, Commercial Banking, Banking, Treasury Management, Loans, Sales, Investment Banking, Credit Analysis, Financial Analysis, Management, Negotiation, Risk Management, Mergers, Treasury
Education
Schiller University, London, England. 2001 — 2003
MA, International Relations, and Business
St. Edward's University 1996 — 2000
BA, International Relations / Business
Schiller University, Paris, France. 1998 — 1999
BA, International Business and Foreign Policy Studies
stuart keyzers's Scotia Capital Experience April 2009 - Present
Job Business Analyst
Industry Investment Management
Experience
Scotia Capital April 2009 - Present
First Leaside Securuties May 2008 - September 2008
Education
Seneca College of Applied Arts and Technology 2006 — 2009
Business, Financial Services Management
Scotia Capital April 2009 - Present
First Leaside Securuties May 2008 - September 2008
Education
Seneca College of Applied Arts and Technology 2006 — 2009
Business, Financial Services Management
David Hartz's Scotia Capital Experience January 2007 - March 2011
Job at Natural Resource Partners, LP
Industry Oil & Energy
Experience
Natural Resource Partners, LP March 2011 - Present
Scotia Capital January 2007 - March 2011
Hess Corporation April 2004 - December 2006
Wood Mackenzie April 2003 - April 2004
Texaco January 1998 - March 2003
Education
University of St. Thomas (TX) 2001 — 2003
MBA, Economics
University of South Carolina-Columbia 1996 — 1998
MSc., Geological Sciences
Southern Illinois University, Carbondale 1991 — 1996
BSc., Geological Sciences
Natural Resource Partners, LP March 2011 - Present
Scotia Capital January 2007 - March 2011
Hess Corporation April 2004 - December 2006
Wood Mackenzie April 2003 - April 2004
Texaco January 1998 - March 2003
Education
University of St. Thomas (TX) 2001 — 2003
MBA, Economics
University of South Carolina-Columbia 1996 — 1998
MSc., Geological Sciences
Southern Illinois University, Carbondale 1991 — 1996
BSc., Geological Sciences
Craig Woolard's Scotia Capital Experience April 2001 - May 2009
Job Banking Professional
Industry Banking
Experience
Scotia Capital April 2001 - May 2009
Banca Commerciale Italiana January 1999 - April 2001
Education
York University - Schulich School of Business 1998 — 2000
MBA, Finance
University of Guelph
Wilfrid Laurier University
Scotia Capital April 2001 - May 2009
Banca Commerciale Italiana January 1999 - April 2001
Education
York University - Schulich School of Business 1998 — 2000
MBA, Finance
University of Guelph
Wilfrid Laurier University
Michael Graifman's Scotia Capital Experience May 2011 - August 2011
Job Senior Analyst Project Finance at Excelerate Energy L.P.
Industry Oil & Energy
Experience
Excelerate Energy July 2013 - Present
Credit Agricole Securities (USA) Inc. June 2012 - June 2013
Scotia Capital May 2011 - August 2011
Tufts Institute for Global Leadership 2009 - 2011
Skills
Energy, Project Finance, Financial Modeling, LNG, Structured Finance, Natural Gas, Political Risk, Risk Mitigation, Commercial Structuring, FSRUS, Project Development
Education
Tufts University 2008 — 2012
B.A, Economics
Wall Street Prep 2014 — 2014
Oil & Gas Financial and Valuation Modeling
Excelerate Energy July 2013 - Present
Credit Agricole Securities (USA) Inc. June 2012 - June 2013
Scotia Capital May 2011 - August 2011
Tufts Institute for Global Leadership 2009 - 2011
Skills
Energy, Project Finance, Financial Modeling, LNG, Structured Finance, Natural Gas, Political Risk, Risk Mitigation, Commercial Structuring, FSRUS, Project Development
Education
Tufts University 2008 — 2012
B.A, Economics
Wall Street Prep 2014 — 2014
Oil & Gas Financial and Valuation Modeling
Rick Hawthorne's Scotia Capital Experience July 1997 - July 2007
Job Director at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank April 2012 - Present
BNP Paribas July 2007 - April 2012
Scotia Capital July 1997 - July 2007
Skills
Capital Markets, Corporate Finance, Structured Finance, Private Equity, Syndications, Fixed Income, Investment Banking, Derivatives, Credit Analysis, Financial Modeling, Commercial Banking, Equities, Portfolio Management, Financial Analysis, Hedge Funds
Education
Texas A&M University - Mays Business School 1990 — 1995
BBA, Finance
Wells Fargo Bank April 2012 - Present
BNP Paribas July 2007 - April 2012
Scotia Capital July 1997 - July 2007
Skills
Capital Markets, Corporate Finance, Structured Finance, Private Equity, Syndications, Fixed Income, Investment Banking, Derivatives, Credit Analysis, Financial Modeling, Commercial Banking, Equities, Portfolio Management, Financial Analysis, Hedge Funds
Education
Texas A&M University - Mays Business School 1990 — 1995
BBA, Finance
Tom Canale's Scotia Capital Experience January 2011 - Present
Job Sr Prime Brokerage Margin ManagerVP at Scotia Capital
Industry Financial Services
Experience
Scotia Capital January 2011 - Present
UBS Inv. Bank April 1998 - February 2011
Bear Stearns Securities Corp May 1995 - April 1998
Bear Stearns February 1995 - April 1998
Wells Fargo Advisors December 1993 - May 1995
Education
Temple University - Fox School of Business and Management
BBA, Management
Scotia Capital January 2011 - Present
UBS Inv. Bank April 1998 - February 2011
Bear Stearns Securities Corp May 1995 - April 1998
Bear Stearns February 1995 - April 1998
Wells Fargo Advisors December 1993 - May 1995
Education
Temple University - Fox School of Business and Management
BBA, Management
Dawn Deane's Scotia Capital Experience 2000 - 2004
Job CEO at Royal Canadian Montessori School
Industry Primary/Secondary Education
Experience
Royal Canadian Montessori School CEORoyal Canadian Montessori School2005 - Present
Scotia Capital 2000 - 2004
Education
Trent University
Bachelors, BioChemistry
Royal Canadian Montessori School CEORoyal Canadian Montessori School2005 - Present
Scotia Capital 2000 - 2004
Education
Trent University
Bachelors, BioChemistry
Larisa Sawyer's Scotia Capital Experience December 2010 - December 2011
Job Software Engineer at Two Sigma Investments
Industry Computer Software
Experience
Two Sigma Investments June 2013 - Present
quantarena June 2012 - March 2013
Cheuvreux January 2012 - May 2012
Scotia Capital December 2010 - December 2011
Fidessa June 2006 - December 2010
Center for Advanced Defense Studies 2005 - 2005
Skills
Algorithms, Java, Series 7, Unix, Perl, PHP, HTML, XML, TCL, Trading Systems, Electronic Trading, Equity Trading, Options, Order Management, Quantitative Analytics, Programming, Fidessa, Trading, Dark Pools
Education
The George Washington University 2002 — 2006
BS, Applied Mathematics
The George Washington University 2002 — 2006
BA, Computer Science
Two Sigma Investments June 2013 - Present
quantarena June 2012 - March 2013
Cheuvreux January 2012 - May 2012
Scotia Capital December 2010 - December 2011
Fidessa June 2006 - December 2010
Center for Advanced Defense Studies 2005 - 2005
Skills
Algorithms, Java, Series 7, Unix, Perl, PHP, HTML, XML, TCL, Trading Systems, Electronic Trading, Equity Trading, Options, Order Management, Quantitative Analytics, Programming, Fidessa, Trading, Dark Pools
Education
The George Washington University 2002 — 2006
BS, Applied Mathematics
The George Washington University 2002 — 2006
BA, Computer Science
Perviz Mavalwalla's Scotia Capital Experience June 2010 - March 2011
Job Executive Assistant at BMO Bank of Montreal
Industry Executive Office
Experience
BMO Bank of Montreal March 2011 - Present
Scotia Capital June 2010 - March 2011
Scotia Private Client Group November 2009 - March 2010
Hudson's Bay Company March 2006 - February 2009
Hudsons' bay 2003 - 2009
Hudson's Bay Company February 2003 - March 2006
Skills
Invoicing, Expense Reports, Teamwork, Leadership, Executive..., PowerPoint, Event Management, Training, Software Documentation, Administrative..., Microsoft Excel, Confidentiality, Accounts Payable, Outlook
Education
Sheridan College
Priniciples of Administration and Leadership Development
Sir J. J. College of Commerce
Diploma, Secretarial and administration procedures
BMO Bank of Montreal March 2011 - Present
Scotia Capital June 2010 - March 2011
Scotia Private Client Group November 2009 - March 2010
Hudson's Bay Company March 2006 - February 2009
Hudsons' bay 2003 - 2009
Hudson's Bay Company February 2003 - March 2006
Skills
Invoicing, Expense Reports, Teamwork, Leadership, Executive..., PowerPoint, Event Management, Training, Software Documentation, Administrative..., Microsoft Excel, Confidentiality, Accounts Payable, Outlook
Education
Sheridan College
Priniciples of Administration and Leadership Development
Sir J. J. College of Commerce
Diploma, Secretarial and administration procedures
Anupam Nagpaul's Scotia Capital Experience 2007 - 2008
Job Senior Loans Analyst at The Bank of Nova Scotia
Industry Banking
Experience
The Bank of Nova Scotia 2008 - Present
Scotia Capital 2007 - 2008
Bennett, Coleman and Co. Ltd. (Times Group) 2005 - 2007
ICICI Bank Ltd 2004 - 2005
ICICI Bank Ltd 2001 - 2004
ICICI Bank Ltd 2000 - 2001
Skills
Banking, Retail Banking, Loans
Education
Apeejay School, Noida, India
Sri Venkateswara University
Bachelor of Commerce (B.Com.), Business/Commerce, General
The Bank of Nova Scotia 2008 - Present
Scotia Capital 2007 - 2008
Bennett, Coleman and Co. Ltd. (Times Group) 2005 - 2007
ICICI Bank Ltd 2004 - 2005
ICICI Bank Ltd 2001 - 2004
ICICI Bank Ltd 2000 - 2001
Skills
Banking, Retail Banking, Loans
Education
Apeejay School, Noida, India
Sri Venkateswara University
Bachelor of Commerce (B.Com.), Business/Commerce, General
Andrew Tavender's Scotia Capital Experience January 2004 - April 2005
Job Director, Whitehorn Merchant Capital Inc.
Industry Investment Banking
Experience
Whitehorn Merchant Capital Inc. January 2009 - Present
Deloitte & Touche LLP November 2006 - January 2009
Tamarack Capital Advisors Inc. April 2005 - October 2006
Scotia Capital January 2004 - April 2005
Canaccord Capital April 2003 - December 2003
Jawz Technologies Inc. April 1998 - December 2000
Skills
Mergers, Private Equity, Financial Modeling, Corporate Finance, Strategy, Capital Markets, Entrepreneurship, Strategic Planning, Finance, Valuation, Due Diligence, Financial Analysis, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Portfolio Management, Equity Research
Education
CFA Institute 2001 — 2005
CFA
York University - Schulich School of Business 2002 — 2003
MBA
University of Calgary 1994 — 1998
BA
Whitehorn Merchant Capital Inc. January 2009 - Present
Deloitte & Touche LLP November 2006 - January 2009
Tamarack Capital Advisors Inc. April 2005 - October 2006
Scotia Capital January 2004 - April 2005
Canaccord Capital April 2003 - December 2003
Jawz Technologies Inc. April 1998 - December 2000
Skills
Mergers, Private Equity, Financial Modeling, Corporate Finance, Strategy, Capital Markets, Entrepreneurship, Strategic Planning, Finance, Valuation, Due Diligence, Financial Analysis, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Portfolio Management, Equity Research
Education
CFA Institute 2001 — 2005
CFA
York University - Schulich School of Business 2002 — 2003
MBA
University of Calgary 1994 — 1998
BA
John Quick's Scotia Capital Experience 1995 - 2009
Job Senior Relationship Manager at DBS Bank
Industry Banking
Experience
DBS Bank January 2012 - Present
Wells Fargo January 2011 - November 2011
Scotia Capital 1995 - 2009
Skills
Risk Management, Portfolio Management, Mergers & Acquisitions, Banking, Treasury Management, Private Equity, Capital Markets, Commercial Banking, Credit Analysis, Finance, Credit, Relationship Management, Cash Management
Education
Thunderbird School of Global Management 1983 — 1984
MBA
Villanova University 1977 — 1981
BS, Economics
DBS Bank January 2012 - Present
Wells Fargo January 2011 - November 2011
Scotia Capital 1995 - 2009
Skills
Risk Management, Portfolio Management, Mergers & Acquisitions, Banking, Treasury Management, Private Equity, Capital Markets, Commercial Banking, Credit Analysis, Finance, Credit, Relationship Management, Cash Management
Education
Thunderbird School of Global Management 1983 — 1984
MBA
Villanova University 1977 — 1981
BS, Economics
Kartik Patel's Scotia Capital Experience November 2011 - March 2013
Job Finance Manager at Sears Canada
Industry Retail
Experience
Sears Canada March 2013 - Present
Scotia Capital November 2011 - March 2013
Sears Canada January 2010 - October 2011
State Street July 2009 - January 2010
Bank of Montreal January 2006 - April 2006
Ministry of Economic Development and Trade June 2005 - August 2005
Skills
Economics, Financial Analysis, PnL Management, Marketing Analytics, Finance, Financial Accounting, Forecasting, Business Analysis, Banking, Business Planning, Investments, Corporate Finance, Financial Modeling, Management, Analytics
Education
University of Alberta 2007 — 2009
Master of Arts, Economics
Wilfrid Laurier University 2003 — 2007
Bachelor of Arts, Economics
Preston High School
Sears Canada March 2013 - Present
Scotia Capital November 2011 - March 2013
Sears Canada January 2010 - October 2011
State Street July 2009 - January 2010
Bank of Montreal January 2006 - April 2006
Ministry of Economic Development and Trade June 2005 - August 2005
Skills
Economics, Financial Analysis, PnL Management, Marketing Analytics, Finance, Financial Accounting, Forecasting, Business Analysis, Banking, Business Planning, Investments, Corporate Finance, Financial Modeling, Management, Analytics
Education
University of Alberta 2007 — 2009
Master of Arts, Economics
Wilfrid Laurier University 2003 — 2007
Bachelor of Arts, Economics
Preston High School
Maggie Adalian's Scotia Capital Experience November 2008 - May 2010
Job Associate Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2010 - Present
Scotia Capital November 2008 - May 2010
Lehman Brothers August 2006 - October 2008
Dewey & LeBoeuf LLP 2005 - 2006
Skills
Securities Regulation, FINRA
Education
Union College 2001 — 2005
BA, American History
RBC Capital Markets May 2010 - Present
Scotia Capital November 2008 - May 2010
Lehman Brothers August 2006 - October 2008
Dewey & LeBoeuf LLP 2005 - 2006
Skills
Securities Regulation, FINRA
Education
Union College 2001 — 2005
BA, American History
Ryan Chin, CFA's Scotia Capital Experience February 2005 - April 2006
Job Vice President, Portfolio Manager, US MultiAsset at Allianz Global Investors
Industry Banking
Experience
Allianz Global Investors April 2015 - Present
Scotiabank Global Banking and Markets July 2013 - April 2014
Scotiabank Global Banking and Markets March 2006 - July 2013
Scotia Capital February 2005 - April 2006
Scotia Capital August 2002 - January 2005
HSBC Asset Management 1999 - 2000
Skills
Fixed Income Trading, Capital Markets, Interest Rate..., Interest Rate Swaps, Swaps, Structured Products, Money Market, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, FX Options, Market Risk, Options, Equity Derivatives
Education
Simon Fraser University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Accounting, First Class Honours with Distinction
The University of British Columbia 1995 — 1996
Faculty of Applied Science (Engineering)
Royal Conservatory of Music (Toronto) 1987 — 1995
Associateship Diploma (A.R.C.T.), PIano Performance
Allianz Global Investors April 2015 - Present
Scotiabank Global Banking and Markets July 2013 - April 2014
Scotiabank Global Banking and Markets March 2006 - July 2013
Scotia Capital February 2005 - April 2006
Scotia Capital August 2002 - January 2005
HSBC Asset Management 1999 - 2000
Skills
Fixed Income Trading, Capital Markets, Interest Rate..., Interest Rate Swaps, Swaps, Structured Products, Money Market, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, FX Options, Market Risk, Options, Equity Derivatives
Education
Simon Fraser University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Accounting, First Class Honours with Distinction
The University of British Columbia 1995 — 1996
Faculty of Applied Science (Engineering)
Royal Conservatory of Music (Toronto) 1987 — 1995
Associateship Diploma (A.R.C.T.), PIano Performance
Pierre J Alain's Scotia Capital Experience June 2009 - August 2012
Job Vice President & Director at Desjardins Capital Markets
Industry Banking
Experience
Desjardins Capital Markets August 2012 - Present
Scotia Capital June 2009 - August 2012
Scotia Capital February 2001 - June 2009
Scotia Capital April 1997 - February 2001
Caisse de dépôt et placement du Québec February 1996 - April 1997
Laurentian Bank September 1990 - February 1996
Education
Université de Sherbrooke / Sherbrooke University 2000 — 2002
MBA, Business
Université de Sherbrooke / Sherbrooke University 1986 — 1989
B.A.A, Business
Desjardins Capital Markets August 2012 - Present
Scotia Capital June 2009 - August 2012
Scotia Capital February 2001 - June 2009
Scotia Capital April 1997 - February 2001
Caisse de dépôt et placement du Québec February 1996 - April 1997
Laurentian Bank September 1990 - February 1996
Education
Université de Sherbrooke / Sherbrooke University 2000 — 2002
MBA, Business
Université de Sherbrooke / Sherbrooke University 1986 — 1989
B.A.A, Business
Garth Davis's Scotia Capital Experience May 1995 - April 1998
Job CEO at New Market Funds
Industry Investment Management
Experience
New Market Funds July 2013 - Present
Switch Investments July 2012 - Present
Vancity Community Capital September 2010 - July 2012
Turtle Creek Group May 2007 - September 2010
Scotia Merchant Capital April 1998 - May 2007
Scotia Capital May 1995 - April 1998
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1991 — 1993
M.A., International Economics
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., International Relations
Simon Fraser University 1986 — 1990
B.A., Political Science and History
New Market Funds July 2013 - Present
Switch Investments July 2012 - Present
Vancity Community Capital September 2010 - July 2012
Turtle Creek Group May 2007 - September 2010
Scotia Merchant Capital April 1998 - May 2007
Scotia Capital May 1995 - April 1998
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1991 — 1993
M.A., International Economics
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., International Relations
Simon Fraser University 1986 — 1990
B.A., Political Science and History
Nick Pyle's Scotia Capital Experience Managing DirectorScotia Capital
Job Managing Director and Head Government Trader at Scotia Capital
Industry Banking
Experience
Scotia Capital Managing DirectorScotia Capital
Education
University of Michigan 1982 — 1985
BS, Economics
Scotia Capital Managing DirectorScotia Capital
Education
University of Michigan 1982 — 1985
BS, Economics
Andrea Calmeira's Scotia Capital Experience March 2006 - Present
Job Manager, Syndication Accounting and Administration at Scotia Capital
Industry Banking
Experience
Scotia Capital March 2006 - Present
TD Waterhouse Investor Services September 1999 - March 2006
TD Securities Inc January 1993 - September 1999
Education
Seneca College of Applied Arts and Technology 1992 — 1993
legal assistant programme
Scotia Capital March 2006 - Present
TD Waterhouse Investor Services September 1999 - March 2006
TD Securities Inc January 1993 - September 1999
Education
Seneca College of Applied Arts and Technology 1992 — 1993
legal assistant programme
Parisa Pourang's Scotia Capital Experience June 2008 - Present
Job confirmation officer at Scotia Capital
Industry Banking
Experience
Scotia Capital, Global Wholesale Services July 2008 - Present
Scotia Capital June 2008 - Present
Scotiabank December 2007 - July 2008
Scotiabank June 2007 - November 2007
Scotiabank January 2007 - June 2007
TD Waterhouse December 2005 - December 2006
CITI Financial February 2004 - December 2005
Education
Shahid Beheshti University
Bachelor of Science, Statistics; Business Analysis
Scotia Capital, Global Wholesale Services July 2008 - Present
Scotia Capital June 2008 - Present
Scotiabank December 2007 - July 2008
Scotiabank June 2007 - November 2007
Scotiabank January 2007 - June 2007
TD Waterhouse December 2005 - December 2006
CITI Financial February 2004 - December 2005
Education
Shahid Beheshti University
Bachelor of Science, Statistics; Business Analysis
James Cen's Scotia Capital Experience December 2009 - June 2010
Job Experienced Business Consultant
Industry Capital Markets
Experience
Scotiabank November 2014 - Present
BMO Capital Markets July 2013 - November 2014
TD January 2013 - June 2013
BMO Capital Markets June 2010 - December 2012
Scotia Capital December 2009 - June 2010
TD Securities October 2006 - December 2009
TD Bank April 2004 - October 2006
IBM 1998 - 2003
Skills
Business Analysis, Fixed Income, Trading Systems, Capital Markets, Requirements Analysis, Data Analysis, Requirements Gathering, SDLC, Visio, Testing, Bloomberg, Business Process, Broadridge impact, ION MMI, Anvil, TOMS, BondOne, P&L Analysis
Education
Canadian Securities Institute 2004 — 2005
CSC, PFPC
South China University of Technology 1993 — 1998
BA Econ, BEng
Scotiabank November 2014 - Present
BMO Capital Markets July 2013 - November 2014
TD January 2013 - June 2013
BMO Capital Markets June 2010 - December 2012
Scotia Capital December 2009 - June 2010
TD Securities October 2006 - December 2009
TD Bank April 2004 - October 2006
IBM 1998 - 2003
Skills
Business Analysis, Fixed Income, Trading Systems, Capital Markets, Requirements Analysis, Data Analysis, Requirements Gathering, SDLC, Visio, Testing, Bloomberg, Business Process, Broadridge impact, ION MMI, Anvil, TOMS, BondOne, P&L Analysis
Education
Canadian Securities Institute 2004 — 2005
CSC, PFPC
South China University of Technology 1993 — 1998
BA Econ, BEng
Oscar Alviar's Scotia Capital Experience Financial AdvisorInternational Capital ManagementMay 2004 - October 2009
Job Investment Advisor at Scotia Capital
Industry Banking
Experience
Scotia Capital Financial AdvisorInternational Capital ManagementMay 2004 - October 2009
Education
Universidad de Los Andes 1975 — 1980
Economist, Finance
Scotia Capital Financial AdvisorInternational Capital ManagementMay 2004 - October 2009
Education
Universidad de Los Andes 1975 — 1980
Economist, Finance
Trevor Thompson-Harry's Scotia Capital Experience July 2011 - Present
Job Equity Research Associate, Real Estate and REITs at Scotia Capital
Industry Financial Services
Experience
Scotia Capital July 2011 - Present
First National Financial LP January 2008 - July 2011
Education
Simon Fraser University
BBA, Finance (Coop)
Scotia Capital July 2011 - Present
First National Financial LP January 2008 - July 2011
Education
Simon Fraser University
BBA, Finance (Coop)
Roger Quick's Scotia Capital Experience
Job Director, Fixed Income Research, Global Trading at Scotia Capital
Industry Financial Services
Experience
Scotia Capital
Skills
Valuation, MBS, Bloomberg, Fixed Income Analysis, Capital Markets, Bonds, Fixed Income, Financial Modeling, Portfolio Management, Derivatives, Financial Markets, Financial Analysis
Education
The University of British Columbia 1993 — 1997
MSc. Business Admin, Urban Land Economics
The University of British Columbia 1990 — 1992
MBA, Finance, Statistics, Real Estate
Scotia Capital
Skills
Valuation, MBS, Bloomberg, Fixed Income Analysis, Capital Markets, Bonds, Fixed Income, Financial Modeling, Portfolio Management, Derivatives, Financial Markets, Financial Analysis
Education
The University of British Columbia 1993 — 1997
MSc. Business Admin, Urban Land Economics
The University of British Columbia 1990 — 1992
MBA, Finance, Statistics, Real Estate
Tim Yilmaz, M.Sc.'s Scotia Capital Experience December 2010 - February 2012
Job Associate Director Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank February 2012 - Present
Scotia Capital December 2010 - February 2012
Scotia Capital September 2010 - December 2010
GE Capital January 2009 - May 2009
GE Capital September 2007 - December 2007
Skills
Capital Markets, Fixed Income, Equities, Financial Analysis, Derivatives, Excel, Matlab, Credit, Banking, Trading, Finance, Bonds, VBA, Bloomberg, MySQL, Foreign Exchange, Energy, Financial Modeling, Corporate Finance, Portfolio Management, Credit Risk, Valuation, Tableau
Education
University of Toronto
Effective Communication & Negotiation Course
Université de Sherbrooke 2009 — 2010
M. Sc., Finance
Université de Sherbrooke 2006 — 2009
BCom, Finance
Scotiabank February 2012 - Present
Scotia Capital December 2010 - February 2012
Scotia Capital September 2010 - December 2010
GE Capital January 2009 - May 2009
GE Capital September 2007 - December 2007
Skills
Capital Markets, Fixed Income, Equities, Financial Analysis, Derivatives, Excel, Matlab, Credit, Banking, Trading, Finance, Bonds, VBA, Bloomberg, MySQL, Foreign Exchange, Energy, Financial Modeling, Corporate Finance, Portfolio Management, Credit Risk, Valuation, Tableau
Education
University of Toronto
Effective Communication & Negotiation Course
Université de Sherbrooke 2009 — 2010
M. Sc., Finance
Université de Sherbrooke 2006 — 2009
BCom, Finance
Kevin Fitzgerald's Scotia Capital Experience 1997 - 2009
Job Partner Vermont Vernacular Designs
Industry Architecture & Planning
Experience
Vermont Vernacular Designs 2011 - Present
Scotia Capital 1997 - 2009
Chase Manhattan Bank NA 1987 - 1997
Chemical Bank 1983 - 1987
Skills
Capital Markets, Hedge Funds, Trading, Fixed Income, Financial Markets, Derivatives, Alternative Investments, Financial Structuring, Securities, Asset Management, Options, Commodity, Investment Banking, Equities, Foreign Exchange, Management
Education
University of Pennsylvania
BA, MA, History - Architectural Preservation
Vermont Vernacular Designs 2011 - Present
Scotia Capital 1997 - 2009
Chase Manhattan Bank NA 1987 - 1997
Chemical Bank 1983 - 1987
Skills
Capital Markets, Hedge Funds, Trading, Fixed Income, Financial Markets, Derivatives, Alternative Investments, Financial Structuring, Securities, Asset Management, Options, Commodity, Investment Banking, Equities, Foreign Exchange, Management
Education
University of Pennsylvania
BA, MA, History - Architectural Preservation
G. Kurt Von Uffel's Scotia Capital Experience May 2010 - November 2014
Job Managing Partner, OpenDoor Trading, LLC
Industry Banking
Experience
OpenDoor Trading , LLC December 2014 - Present
Scotia Capital May 2010 - November 2014
ELX Futures, L.P. November 2008 - May 2010
Nomura Securities 2004 - 2007
Morgan Stanley 1989 - 2004
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Equities, Trading, Bloomberg, Investment Banking, Bonds, Financial Markets, Management, Series 7, Options, Commodity, Emerging Markets, Interest Rate..., Alternative Investments, Valuation, Structured Products, Risk Management, Financial Risk, Investments, Electronic Trading, Financial Modeling, Trading Systems, Structured Finance, Banking, Mutual Funds, FX Options, Private Equity, Credit Derivatives, Financial Structuring, Securities, Swaps, Equity Trading, Portfolio Management, Series 63, Corporate Finance, Proprietary Trading, Asset Management, Interest Rates
Education
University of Pennsylvania - The Wharton School 1976 — 1980
BS in Economics, Business Administration and Management, General
Haddonfield Memorial High School 1972 — 1976
OpenDoor Trading , LLC December 2014 - Present
Scotia Capital May 2010 - November 2014
ELX Futures, L.P. November 2008 - May 2010
Nomura Securities 2004 - 2007
Morgan Stanley 1989 - 2004
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Equities, Trading, Bloomberg, Investment Banking, Bonds, Financial Markets, Management, Series 7, Options, Commodity, Emerging Markets, Interest Rate..., Alternative Investments, Valuation, Structured Products, Risk Management, Financial Risk, Investments, Electronic Trading, Financial Modeling, Trading Systems, Structured Finance, Banking, Mutual Funds, FX Options, Private Equity, Credit Derivatives, Financial Structuring, Securities, Swaps, Equity Trading, Portfolio Management, Series 63, Corporate Finance, Proprietary Trading, Asset Management, Interest Rates
Education
University of Pennsylvania - The Wharton School 1976 — 1980
BS in Economics, Business Administration and Management, General
Haddonfield Memorial High School 1972 — 1976
Annabella Guo, CFA's Scotia Capital Experience February 2004 - July 2011
Job SVP at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Union Bank June 2012 - August 2014
Union Bank August 2011 - May 2012
Scotia Capital February 2004 - July 2011
Manulife Financial July 2000 - September 2003
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Shanghai International Studies University 1988 — 1992
BA, Economics
The CFA Institute
CFA
Wells Fargo August 2014 - Present
Union Bank June 2012 - August 2014
Union Bank August 2011 - May 2012
Scotia Capital February 2004 - July 2011
Manulife Financial July 2000 - September 2003
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Shanghai International Studies University 1988 — 1992
BA, Economics
The CFA Institute
CFA
Kristi Finbow Bhogal's Scotia Capital Experience December 2003 - October 2004
Job Executive Assistant & Program Coordinator at Morneau Shepell Ltd.
Industry Hospital & Health Care
Experience
Morneau Shepell February 2012 - Present
STEP Canada Society of Trust and Estate Practitioners September 2010 - February 2012
Prestige Telecom November 2009 - August 2010
OI Group of Companies September 2008 - November 2009
CIBC October 2004 - April 2008
Scotia Capital December 2003 - October 2004
Coca-Cola 2001 - 2003
Skills
Customer Service, Event Management, Microsoft Office, Project Management, System Administration, Training, Nonprofits, Administration
Education
Penn State University 2004 — 2008
Bachelor of Business Administration (BBA)
Sheridan College 2000 — 2002
Bachelor of Business Administration (BBA)
Morneau Shepell February 2012 - Present
STEP Canada Society of Trust and Estate Practitioners September 2010 - February 2012
Prestige Telecom November 2009 - August 2010
OI Group of Companies September 2008 - November 2009
CIBC October 2004 - April 2008
Scotia Capital December 2003 - October 2004
Coca-Cola 2001 - 2003
Skills
Customer Service, Event Management, Microsoft Office, Project Management, System Administration, Training, Nonprofits, Administration
Education
Penn State University 2004 — 2008
Bachelor of Business Administration (BBA)
Sheridan College 2000 — 2002
Bachelor of Business Administration (BBA)
Cameron Dinning's Scotia Capital Experience February 2004 - March 2005
Job
Industry Investment Management
Experience
GWL Realty Advisors March 2005 - Present
Scotia Capital February 2004 - March 2005
Suncor January 2003 - February 2004
Education
University of Calgary
Bachelor of Commerce, Finance
GWL Realty Advisors March 2005 - Present
Scotia Capital February 2004 - March 2005
Suncor January 2003 - February 2004
Education
University of Calgary
Bachelor of Commerce, Finance
Veronique Titus's Scotia Capital Experience July 2007 - September 2011
Job Senior Compliance Officer, Trade Desk at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets September 2011 - Present
IIROC (Investment Industry Regulatory Organization of Canada) 2007 - 2013
Scotia Capital July 2007 - September 2011
Mutual Fund Dealers Association of Canada March 2007 - June 2007
TD Bank Group March 2006 - May 2007
TD Bank Group November 2002 - March 2006
Skills
Financial Risk, Securities, Fixed Income, Equities, Wealth Management, Investments
Education
University of Ottawa 1990 — 2004
Business, Business, Economics
Scotiabank Global Banking and Markets September 2011 - Present
IIROC (Investment Industry Regulatory Organization of Canada) 2007 - 2013
Scotia Capital July 2007 - September 2011
Mutual Fund Dealers Association of Canada March 2007 - June 2007
TD Bank Group March 2006 - May 2007
TD Bank Group November 2002 - March 2006
Skills
Financial Risk, Securities, Fixed Income, Equities, Wealth Management, Investments
Education
University of Ottawa 1990 — 2004
Business, Business, Economics
Sybil D'Souza's Scotia Capital Experience HR GeneralistPwC ConsultingOctober 1997 - March 2003
Job Senior Manager, Human Resources at Scotia Capital
Industry Banking
Experience
Scotia Capital HR GeneralistPwC ConsultingOctober 1997 - March 2003
Education
University of Pune 1981 — 1984
B.Com, Accounting & Auditing
Seneca College of Applied Arts and Technology
CHRP
Scotia Capital HR GeneralistPwC ConsultingOctober 1997 - March 2003
Education
University of Pune 1981 — 1984
B.Com, Accounting & Auditing
Seneca College of Applied Arts and Technology
CHRP
Sabrina Lieu-Castelli's Scotia Capital Experience April 2004 - October 2011
Job Manager, Financial & Pricing Analytics SAS
Industry Banking
Experience
Scotiabank – Decision Support and Management October 2011 - Present
Scotia Capital April 2004 - October 2011
Scotiabank November 1999 - April 2004
CIBC February 1997 - November 1999
Skills
SAS, SAS programming, Data Mining, SAS Base, Macro, Statistics, Data Analysis, Data Management, Analytics, Statistical Programming, ETL, SPSS, Credit Risk, Mainframe, UNIX, MS Office, VISIO, MS ACCESS, Business Process..., Business Objects, Advanced SAS Certified..., Canadian Securities...
Education
University of Guelph 1992 — 1996
Bachelor of Science, Statistics
Scotiabank – Decision Support and Management October 2011 - Present
Scotia Capital April 2004 - October 2011
Scotiabank November 1999 - April 2004
CIBC February 1997 - November 1999
Skills
SAS, SAS programming, Data Mining, SAS Base, Macro, Statistics, Data Analysis, Data Management, Analytics, Statistical Programming, ETL, SPSS, Credit Risk, Mainframe, UNIX, MS Office, VISIO, MS ACCESS, Business Process..., Business Objects, Advanced SAS Certified..., Canadian Securities...
Education
University of Guelph 1992 — 1996
Bachelor of Science, Statistics
Janet Russell, CHRL, CCP's Scotia Capital Experience September 1998 - April 2003
Job Manager, Total Rewards
Industry Human Resources
Experience
Telecon Design Inc. September 2014 - March 2015
Sears Canada December 2013 - July 2014
Sears Canada August 2012 - November 2013
Sears Canada May 2012 - July 2012
Canon Canada Inc. August 2009 - May 2012
Oxford Properties Group July 2007 - October 2008
Aon Hewitt August 2003 - January 2007
Scotia Capital September 1998 - April 2003
Skills
Employee Benefits, HRIS, Compensation & Benefit, Benefits Administration, HR Policies, Compensation & Benefits, Human Resources, Job Descriptions, Performance Management, Management, PeopleSoft, Compensation Structures, Job Evaluation, Compensation Structure..., Certified Compensation..., Disability Management, Incentive Programs, Employee Recognition, Job Analysis, Salary, Workers Compensation, Team Management, Program Management, Coaching & Mentoring, Employee Relations, Relationship Management, Compensation
Education
Seneca College of Applied Arts and Technology 1992 — 1993
Human Resources
University of Toronto at Scarborough 1989 — 1992
BA, Psychology
Telecon Design Inc. September 2014 - March 2015
Sears Canada December 2013 - July 2014
Sears Canada August 2012 - November 2013
Sears Canada May 2012 - July 2012
Canon Canada Inc. August 2009 - May 2012
Oxford Properties Group July 2007 - October 2008
Aon Hewitt August 2003 - January 2007
Scotia Capital September 1998 - April 2003
Skills
Employee Benefits, HRIS, Compensation & Benefit, Benefits Administration, HR Policies, Compensation & Benefits, Human Resources, Job Descriptions, Performance Management, Management, PeopleSoft, Compensation Structures, Job Evaluation, Compensation Structure..., Certified Compensation..., Disability Management, Incentive Programs, Employee Recognition, Job Analysis, Salary, Workers Compensation, Team Management, Program Management, Coaching & Mentoring, Employee Relations, Relationship Management, Compensation
Education
Seneca College of Applied Arts and Technology 1992 — 1993
Human Resources
University of Toronto at Scarborough 1989 — 1992
BA, Psychology
Ismah Mahmood's Scotia Capital Experience September 2010 - Present
Job Senior Business Lead at Scotia Capital
Industry Banking
Experience
Scotia Capital September 2010 - Present
Manulife Financial 2008 - 2010
Bank of Montreal 2007 - 2008
Education
University of Hartford 2001 — 2003
MBA, Finance
University of Hartford 1994 — 1997
Bachelor of Science, Economics and Finance
Scotia Capital September 2010 - Present
Manulife Financial 2008 - 2010
Bank of Montreal 2007 - 2008
Education
University of Hartford 2001 — 2003
MBA, Finance
University of Hartford 1994 — 1997
Bachelor of Science, Economics and Finance
Esteban Munoz Hakspiel's Scotia Capital Experience May 2006 - August 2006
Job Business Development at Noble Energy
Industry Oil & Energy
Experience
Noble Group March 2014 - Present
Hess April 2013 - March 2014
Hess June 2010 - March 2013
Hess October 2007 - May 2010
Scotia Capital May 2006 - August 2006
Ecopetrol September 2003 - August 2005
Ecopetrol March 2001 - August 2003
Ecopetrol January 2000 - February 2001
Ecopetrol October 1997 - December 1999
Education
University of Toronto - Rotman School of Management 2005 — 2007
Master of Business Administration (MBA), Finance
Universidad Externado de Colombia 1999 — 2000
Diploma, International Economics
Universidad de Los Andes 1990 — 1996
B.Sc., Industrial Engineering
Noble Group March 2014 - Present
Hess April 2013 - March 2014
Hess June 2010 - March 2013
Hess October 2007 - May 2010
Scotia Capital May 2006 - August 2006
Ecopetrol September 2003 - August 2005
Ecopetrol March 2001 - August 2003
Ecopetrol January 2000 - February 2001
Ecopetrol October 1997 - December 1999
Education
University of Toronto - Rotman School of Management 2005 — 2007
Master of Business Administration (MBA), Finance
Universidad Externado de Colombia 1999 — 2000
Diploma, International Economics
Universidad de Los Andes 1990 — 1996
B.Sc., Industrial Engineering
Vincent Love's Scotia Capital Experience July 1999 - July 2002
Job Corporate Finance Advisor
Industry Financial Services
Experience
Planet Fitness April 2014 - Present
VL Advisors January 2014 - Present
Citi August 2004 - January 2014
Scotia Capital July 1999 - July 2002
Skills
Capital Raising, Capital Markets, Equities, Fixed Income, Banking, Financial Modeling, Business Plan..., Mergers & Acquisitions, Investment Banking, Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (MBA), finance, accounting and law and business
University of Manitoba 1995 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Planet Fitness April 2014 - Present
VL Advisors January 2014 - Present
Citi August 2004 - January 2014
Scotia Capital July 1999 - July 2002
Skills
Capital Raising, Capital Markets, Equities, Fixed Income, Banking, Financial Modeling, Business Plan..., Mergers & Acquisitions, Investment Banking, Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (MBA), finance, accounting and law and business
University of Manitoba 1995 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY