Scotiabank Company
Industry: Commercial banking company
DescriptionThe Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational bank. It is the third largest bank in Canada by deposits and market capitalization. Headquarters: Toronto, Canada CEO: Brian J. Porter (1 Nov 2013–) Revenue: 28.8 billion CAD (2018) Subsidiaries: Tangerine, ScotiaMocatta, Scotia Capital Inc.,
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Scotiabank Employees
KPMG Enterprise October 2014 - Present
Primrose Photography 2010 - Present
D&H Group LLP September 2011 - September 2014
Scotiabank July 2006 - September 2011
Skills
Customer Service, Financial Accounting, Financial Analysis, Corporate Tax, Accounting, Tax, Time Management, IFRS, Business Strategy, Auditing, Management, Microsoft Excel, Income Tax, Financial Reporting, Finance, Microsoft Office, Financial Statements, Tax Preparation, Assurance, Bookkeeping, GAAP, Teamwork, Analysis
Education
CA School of Business 2012 — 2014
The University of British Columbia 2009 — 2010
DipAcc, Accounting
The University of British Columbia 2008 — 2009
MM, Master of Management, ECM
The University of British Columbia 2004 — 2008
BSc, Chemistry
Scotiabank 2012 - 2014
Tyson Foods July 2010 - August 2011
Skills
Banking, International Trade, Investments, Logistics, Bilingual Communications, Customer Service, International Sales
Education
Tecnológico de Monterrey 2007 — 2012
Bachelor's degree, International Business
Storm Lake High School
Scotiabank May 2012 - Present
Scotiabank 2002 - 2015
Scotiabank 2001 - 2015
Bank of Nova Scotia October 2010 - May 2012
Skills
Banking, Retail Banking, Mutual Funds, Residential Mortgages, Debt Consolidation, Credit, Customer Service, Loans, Deposits, Credit Cards, Retail, Mortgage Lending, Refinance, Fluent russian, Fluent german, Fluent lithuanian, Mortgage, Estate Planning, Retirement Planning, Saving for Education, retirement income...
Education
University of Bonn 1997 — 2001
CIBC March 2015 - Present
CIBC February 2013 - Present
The Canadian Chamber of Commerce in Hong Kong January 2012 - August 2012
Scotiabank May 2011 - August 2011
Scotiabank May 2010 - May 2011
Skills
Public Speaking, Event Planning, Market Research, Event Management, Business Development, Strategic Planning, Marketing, Business Strategy, Project Management, PowerPoint, Teamwork, Research, Microsoft Office, Social Media Marketing, Microsoft Excel, Relationship Management, Customer Service, Public Relations, Analysis, Financial Analysis, Banking, Finance, Risk Management, Leadership, Financial Services, Portfolio Management, Credit, Loans, Credit Analysis, Commercial Banking, Strategy, Investments
Education
CFA Institute
Level III Candidate, June 2016
University of Victoria 2008 — 2012
Bachelor of Commerce (BCom), International Business
The Chinese University of Hong Kong 2011 — 2011
Bachelor of Commerce (BCom), International Business
Texas Christian University 2012 - 2012
Scotiabank 2011 - 2011
Skills
Financial Accounting, Microsoft Office, Presentations, Public Speaking, Credit, Accounting, Financial Analysis
Education
Texas Christian University 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Accounting
Scotiabank July 2009 - Present
Scotiabank July 2009 - Present
Scotiabank September 2007 - July 2009
Scotiabank August 2005 - September 2007
Skills
Auditing, Banking, Financial Risk, Risk Management, Financial Analysis, Credit Risk, Internal Audit, Credit, Strategic Financial..., Financial Reporting, IFRS, Internal Controls, Enterprise Risk..., Accounting, Credit Analysis, Corporate Finance, Capital Markets, Financial Modeling, Sarbanes-Oxley Act, Financial Accounting, Teamwork, Operational Risk, Microsoft Excel
Education
AICPA 2002 — 2003
Certified Public Accountant, Michigan State, Accounting, Finance, Auditing
The University of Hull 1998 — 2001
Master of Business Admiistration, MBA
The Institute of Chartered Accountants of India 1983 — 1989
Chartered Accountancy, India, Accounting, Finance, Auditing
Scotiabank August 2013 - April 2015
Scotiabank May 2011 - September 2012
Scotiabank December 2011 - April 2012
Grouse Mountain December 2009 - April 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Stata, SPSS, Econometrics, Value Investing, Leadership, Team Management, Equity Research Analysis, Editing, Teaching, Sales, Financial Analysis, Finance, Management, Marketing, Research, Teamwork
Education
The University of British Columbia / UBC 2012 — 2013
Master's degree, Business Administration and Management, General
The University of British Columbia / UBC 2008 — 2012
Bachelor of Arts (B.A.), Economics
Scotiabank August 2014 - Present
Sovereign Bank September 2013 - August 2014
J.P. Morgan October 2011 - September 2013
Skills
Valuation, Risk Management, Mergers & Acquisitions, Asset Management, Analysis, Financial Modeling, Portfolio Management, Project Management, Energy, Banking, Financial Analysis, Financial Risk, Finance, Economics, Due Diligence, Corporate Finance, Investment Banking, Petroleum, Energy Industry
Education
Texas A&M University
Bachelor of Science (B.S.), Petroleum Engineering
Texas A&M University
Master of Science (M.S.), Petroleum Engineering
BDO Canada September 2015 - Present
VCare Enterprises Ltd. March 2013 - Present
Mavi December 2013 - January 2015
Scotiabank April 2007 - April 2013
Skills
Microsoft Excel, Team Leadership, Management, Time Management, Teamwork, Microsoft Office, Customer Service
Education
The University of British Columbia / UBC 2013 — 2015
Diploma in Accounting Program (DAP)
The University of British Columbia 2007 — 2012
Bachelor of Kinesiology
EY May 2015 - Present
Scotiabank May 2013 - August 2014
Loblaw Companies Limited April 2011 - August 2012
Skills
Team Leadership, Public Speaking, Analytic Problem Solving, Teamwork, Accounting, Time Management, Coaching, Financial Analysis, Analysis, Microsoft Excel, Banking, Leadership, Data Analysis, Sales, Customer Service, Public Relations, Microsoft Office
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (BCom), Accounting
Scotiabank May 2015 - Present
Scotiabank November 2011 - April 2015
ACM Advisors December 2009 - November 2011
HVS October 2008 - December 2009
HVS January 2007 - October 2008
Calgary Economic Development September 2005 - December 2005
Education
The University of British Columbia 2014 — 2016
Master of Business Administration (MBA)
Yale University - Yale School of Management 2015 — 2015
Master of Business Administration (MBA), Behavioral Economics, Marketing and Finance
University of Calgary 2001 — 2006
BComm, Marketing
Organization of American States January 2015 - Present
Canadian Embassy April 2013 - Present
Scotiabank 2011 - April 2013
Skills
Microsoft Office, Negotiation, Strategic Communications, Strategic Negotiations, Lobbying, Research, Office Administration, Responsiveness, Highly responsible, Respect, Well-organized, Tolerance, Business Development, Business Strategy, Negociación, Relaciones..., Trabajo en equipo, Liderazgo de equipos, Derechos humanos, Inglés, Relaciones públicas, Gestión de proyectos, Sociedad civil, Microsoft PowerPoint, Liderazgo, Redes sociales, Investigación y...
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2008 — 2012
Licenciatura en Relaciones Internacionales, Negociación, cabildeo y relaciones públicas
lululemon athletica March 2014 - Present
lululemon athletica October 2012 - March 2014
Best Buy Canada January 2012 - October 2012
Best Buy Canada June 2010 - January 2012
Best Buy Canada June 2008 - June 2010
Scotiabank March 2005 - August 2007
Scotiabank March 2004 - March 2005
Skills
Financial Analysis, Financial Modeling, Cross-functional Team..., Budgets, Financial Forecasting, Retail, Hyperion Planning, Project Management, Leadership, Business Process, Analysis, Analytics, Business Case..., Strategy, Finance, E-commerce, Process Improvement, Data Analysis, Business Case, Strategic Planning, Financial Planning
Education
The University of British Columbia 2007 — 2009
Master of Business Administration (MBA), Strategy
The University of British Columbia
Bachelor of Arts, Political Science Major, Commerce Minor
Scotiabank August 2011 - Present
Scotiabank June 2006 - August 2011
Scotiabank January 2001 - March 2004
City of Vancouver September 1986 - May 1999
Education
The University of British Columbia
Bachelor of Arts (B.A.), History & English
Scotiabank May 2015 - August 2015
Genpact Headstrong Capital Markets April 2012 - April 2014
Genpact Headstrong Capital Markets June 2011 - March 2012
Skills
Requirements Analysis, Microsoft Office, Data Analysis, Financial Modeling, Capital Markets, Financial Statement..., Cash Flow Analysis, Finance, Leadership, Business Analysis, Financial Analysis, Financial Services, Investments, Business Strategy, Analysis, Business Development, SQL
Education
York University - Schulich School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Strategic Management
Thapar Institute of Engineering and Technology 2007 — 2011
Bachelor of Engineering (BE), Electronics and Communications Engineering
The Bank of N.T. Butterfield & Son Limited September 2010 - August 2013
Scotiabank 2007 - 2010
Scotiabank 2002 - 2007
Scotiabank 2001 - 2002
Scotiabank 1997 - 2001
PwC 1984 - 1997
Skills
Banking, Financial Analysis, Risk Management, Portfolio Management, Credit Risk, Corporate Finance, Strategic Financial..., Financial Risk, Financial Modeling, Loans, Retail Banking, Financial Reporting, Finance, Derivatives, Due Diligence, Equities, Enterprise Risk..., Accounting, Internal Controls, Interest Rate Risk...
Education
The University of British Columbia 1979 — 1984
Bachelor of Commerce (B.Com.), Accounting
Toronto Construction Association April 2006 - Present
Scotiabank March 1995 - March 2006
Citicom January 1989 - March 1995
Knowlton Realty September 1985 - January 1989
Skills
Residential Homes, Asset Management, Investments, Real Estate, Strategic Planning, Management, Negotiation, Leases, Property Management, Construction, Budgets, Contract Negotiation, Training, Construction Management, Strategic Alliances, Team Building, Project Management, Marketing, Asset Managment, Condos, Contractors, Value Engineering, Sales, Real Estate Development, Finance, Portfolio Management, Process Scheduler, Disposition, Contract Management
Education
The University of British Columbia 1987 — 1991
Diploma, Urban Land Economics
The University of Western Ontario 1981 — 1984
Bachelor of Arts (B.A.), Administrative and Commercial Studies - Finance Major
WILHELMSEN SHIPS SERVICE July 2015 - Present
Scotiabank June 2015 - July 2015
Saltgrass Steak House May 2014 - August 2014
Texas Team September 2013 - December 2013
CBS Radio July 2013 - August 2013
TQLA Houston June 2013 - August 2013
Texas A&M University at Galveston August 2012 - May 2013
Bubba Gump Shrimp Co. May 2012 - January 2013
Private Family June 2011 - August 2011
Skills
Time Management, Event Planning, Leadership, Social Networking, Microsoft Office, People Skills, Volunteering, Public Speaking, Adobe Creative Suite, Includer, Teamwork, Project Planning, Marine Biology, Sound Forge, Video Editing, Organization Skills, Facebook
Education
Texas A&M University 2013 — 2015
Bachelor’s Degree, Sport Management
Texas A&M University at Galveston 2010 — 2013
Maritime Administration
Klein High School 2006 — 2010
Scotiabank April 2011 - Present
Accenture May 2009 - April 2011
United Healthcare September 2007 - November 2008
Cap Gemini Ernst & Young January 2007 - September 2007
Second Foundation 2005 - 2006
Skills
ETL, Business Objects, PL/SQL, Informatica, Business Intelligence, Regression Testing, Requirements Gathering, Unix, Data Warehousing, Requirements Management, Datastage, Autosys, Business Analysis, Business Requirements, Databases, Data Mining, OLAP
Education
Thapar Institute of Engineering and Technology 2002 — 2005
MCA, Computers
GGNIMT
Bachelor Of Computer Applications, Computer Science
J.P. Morgan February 2015 - Present
Scotiabank Global Banking and Markets November 2013 - February 2015
Scotiabank, Global Banking and Markets July 2010 - November 2013
BNP Paribas May 2007 - June 2010
Scotiabank Global Banking and Markets January 2005 - April 2007
Scotiabank Global Banking and Markets January 2002 - January 2005
Scotiabank Global Banking and Markets January 1998 - January 2002
Scotiabank July 1994 - January 1998
Skills
Relationship Management, Portfolio Management, Team Leadership, Creative Direction, Marketing Strategy, Analytical Skills, Strategic Planning, Strategic Leadership, Credit Analysis, Loan Origination, Oil & Gas Industry, Project Management, Organizational..., Investments, Banking, Strategy, Finance, Investment Banking, Corporate Finance, Capital Markets, Management
Education
Tuck School of Business at Dartmouth 2012 — 2012
Executive Education, Leadership and Strategic Impact
University of New Brunswick 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of St. Thomas (TX)
Bachelor of Business Administration (BBA), Economics & Finance
RBC July 2014 - Present
RBC Wealth Management January 2011 - June 2014
Scotiabank July 2010 - October 2010
Heidrick and Struggles May 2009 - August 2009
Grupo Mendoza Pacheco January 2008 - June 2008
Vivo Trading July 2007 - June 2008
Von Siegmund, Diquez, Parra, Carmona September 2005 - June 2007
Skills
Legal Writing, Negotiation, Leadership, Spanish, Legal Advice, Marketing, Corporate Finance, Capital Markets, Financial Modeling, Strategic Financial..., Team Building, Business Strategy, Business Analysis, Strategy, Market Research, Sales, Marketing Strategy, Financial Analysis
Education
York University - Schulich School of Business 2008 — 2010
Master of Business Administration (MBA), International Business
Universidad Metropolitana (VE) 2002 — 2006
Lawyer, Law
Cristo Rey 1987 — 2001
The London School of Economics and Political Science (LSE)
Scotiabank July 2015 - Present
Scotiabank June 2014 - July 2015
Scotiabank February 2010 - May 2014
Scotiabank September 2005 - January 2010
U.S. Department of State January 2001 - September 2005
Bundesministerium fur Wirtschaft und Technologie March 1999 - November 2000
Johns Hopkins School of Advanced International Studies January 1996 - June 1998
Skills
Economics, Public Policy, Risk Management, Governance, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Strategic Planning, Change Management, Business Strategy, Policy, Due Diligence, Policy Analysis, Business Analysis, Banking, Strategic Communications, Analysis, Government
Education
Global Association of Risk Professionals (GARP) 2014 — 2015
Financial Risk Manager (FRM)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 2000
Ph.D., Public Policy and Economics
University of Oxford 1990 — 1992
M.Phil., International Relations
University of Toronto - University College 1986 — 1990
B.A., International Relations
Wave Makers International September 2013 - Present
Scotiabank June 2012 - September 2013
Scotiabank August 2010 - June 2012
Banco Azteca June 2009 - August 2010
Scotiabank May 2008 - May 2009
DuPont January 2006 - December 2008
Skills
Project management, Online Tools, Market Planning, Hockey, tennis, golf, Market Analysis, Product Design, Product Development, Team Oriented, Project Management, Golf, Team-oriented, Tennis, Management, Business Development, Program Management, Marketing, Statistical Tools, Strategy, Teamwork, Sales
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2003 — 2008
Bachelor, Industrial Engineering
Liceo Franco Mexicano 1985 — 1999
Scotiabank November 2013 - Present
Scotiabank January 2011 - October 2013
Scotiabank 2006 - 2010
Bank of Montreal 2001 - 2006
Samsung 1996 - 1998
Skills
Economic Capital, Credit Risk, Risk Management, Credit, Enterprise Risk..., Liquidity Risk, ALM, Financial Modeling, Capital Markets, Operational Risk, Financial Risk, Valuation, Options, Finance, Market Risk
Education
The University of British Columbia
MBA, Finance
Scotiabank February 2014 - Present
Manulife Financial March 2013 - December 2013
Toronto Public Health September 2012 - December 2012
JVS Toronto June 2012 - September 2012
Bank Poalim Mortgages Insurance Agency (2005) Ltd, Israel April 2006 - May 2012
Bank Poalim Mortgages Insurance Agency (2005) Ltd, Israel February 2005 - April 2006
Israel Defense Forces December 1998 - January 2005
Skills
IBM AS/400, AS400, IBM iSeries, Query400, AS400 Administration, Query Writing, Queries, Query Analyzer, Database Queries, Brio Query, Brio Reports, SAS, Microsoft Office, Microsoft Excel, Graphs, Pivot Tables, Vlookup, MSQuery, Organizational Charts, Microsoft Word, PowerPoint, Access, Lotus Notes, Outlook, Multi Tasking, Statistics, Data Entry, Pay Close Attention to..., Works well in a team, Statistical Analysis..., Data Import/export, Data Cleaning, Highly detail oriented, Organized Multi-tasker, Great communications..., Learning Quickly, SQL, Varonis DatAdvantage
Education
The Open University 2001 — 2005
Bachelor of Science (B.Sc.), Computer Science
Ankori - High school 1986 — 1998
High School Diploma, General Studies
Sutton Group West Coast Realty March 2009 - Present
CIBC Wood Gundy 2007 - March 2009
T. Stenner Group of CIBC Wood Gundy November 2003 - February 2006
TD Waterhouse April 1998 - November 2003
Scotiabank 1996 - 1997
Skills
Wealth Management, Investment Advisory, Investments, Portfolio Management, Mortgage Lending, Real Estate, Interior Design, Asset Managment, Business Development, Negotiation, First Time Home Buyers, Referrals, Condos, Townhomes, Single Family Homes, Multi Family Properties, Relocation, Real Estate Investment...
Education
CCIM Institute 2011 — 2014
CCIM designation Candidate
UBC Sauder School of Business 2009 — 2009
Real Estate Trading Services
Information Technolgy Institute 2000 — 2001
Post Graduate Diploma
The University of British Columbia 1993 — 1997
BA
Actinver Securities January 2013 - Present
Banco Santander International January 2012 - December 2012
· GENERAL ELECTRIC January 2008 - December 2011
General Electric - Commercial Finance January 2007 - December 2008
· GENERAL ELECTRIC January 2006 - December 2008
GE - Capital Solutions May 2005 - December 2006
· GENERAL ELECTRIC January 2005 - December 2006
· SCOTIABANK INVERLAT January 2000 - December 2005
Scotiabank 2000 - 2005
· GRUPO FINANCIERO CAPITAL January 1998 - December 2000
Skills
Credit Analysis, Pricing, Project Finance, Marketing Intelligence, Syndications, Credit, Investments, Banking, Financial Analysis, Negotiation, Risk Management, Strategic Planning, Customer Relations, Corporate Finance, Business Strategy, Sales Management, Team Leadership, Strategy Development, Business Planning, Underwriting, Account Management, Business Analysis, New Business Development, Teamwork, Forecasting, Contract Negotiation, Product Development, Financial Planning, Team Building, Credit Risk, Six Sigma, Contract Negotiations, Problem Solving, Cross-functional Team..., Spanish, Key Account Management, Risk Analysis, Capital Markets, Marketing Strategy, Analysis, Financial Modeling, Portfolio Management, Finance, Derivatives, Cash Management, Loans, Financial Risk, Financial Structuring, Financial Services, Commercial Banking
Education
The University of Texas at Austin 2002 — 2004
MBA
University of Miami 2012 — 2012
Securities, Markets and Regultaions, Banking and Financial Support Services
Tecnológico de Monterrey 2002 — 2004
MBA
Tecnológico de Monterrey 1994 — 1999
Business
ITESM CCM - Mexico
· Diploma; Business Administration, Corporate Finance; · Management and General Direction
Olinca
University of Texas
MBA; MBA
Scotiabank April 2015 - Present
Scotiabank February 2006 - April 2015
Skills
Wealth Management, Mutual Funds, Mortgage Lending, Strategic Financial..., Retail Banking, Asset Management, Estate Planning, Portfolio Management, Financial Services, Investment Strategies, Retirement Planning, Investments, Financial Advisory, Banking, Credit, Investment Advisory, Asset Allocation, Loans
Education
The University of British Columbia 1995 — 2000
Bachelor of Science (B.Sc.), Cell/Cellular and Molecular Biology
CIBC May 2013 - Present
OnX Enterprise Solutions July 2012 - April 2013
Scotiabank International June 2011 - July 2012
Scotiabank March 2007 - May 2011
Infostream Technologies, a Bell Canada Company May 2005 - March 2007
EDS Canada, an HP Company July 1998 - May 2005
Electronic Data Systems July 1995 - June 1998
Skills
PMP, Project Delivery, PMO, International Project..., Payments, Banking, Project Management, SDLC, Project Portfolio..., Vendor Management, Business Analysis, Software Project..., IT Strategy, Management, Team Leadership, Risk Management, Requirements Analysis, Requirements Gathering
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1990 — 1994
BS
Scotiabank 2012 - Present
Mon Sheong Foundation 2010 - 2013
Sun Life Financial 2011 - 2012
Fairchild Television Inc 2010 - 2011
Ming Pao Newspaper Inc 2008 - 2009
Ascalade Communications Inc 2005 - 2008
HSBC Bank Canada 2005 - 2005
Skills
SQL, html, xml, php, javascript, wordpress, Mainframe, Java, C++, Lotus Notes, Word/Excel..., SAS Certified Base..., CLIST, XML, HTML, Analysis
Education
University of Toronto 2009 — 2013
C.I.M. (Certified in Management) Designation Candidate
The University of British Columbia 1999 — 2005
Bachelor of Science, Computer Science, Physics
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 January 2015 - Present
Scotiabank November 2012 - December 2014
CIBC January 2011 - November 2012
CIBC October 2006 - December 2010
KPMG May 2005 - August 2005
Churchill Pryce Ventures Co., Ltd May 2004 - August 2004
Churchill Pryce Capital Co., Ltd January 2004 - May 2004
Skills
Credit Risk, Financial Modeling, Financial Analysis, Risk Management, Financial Risk, Portfolio Management, Banking, Corporate Finance, Valuation, Business Analysis, Retail Banking, Credit, Finance, Analytics
Education
University of Toronto - Rotman School of Management 2010 — 2013
Master of Business Administration (MBA), Corporate Strategy
University of Ottawa 2004 — 2006
B.Com, Honours in Accounting
Thammasat University 2002 — 2004
Bachelor of Commerce and Accountancy, Major in Accounting and Minor in Finance
Family Office September 2011 - Present
US Global Investors July 2007 - August 2011
ING April 2004 - August 2005
Salomon Brothers January 1995 - October 2002
Scotiabank August 1993 - October 1994
Skills
Emerging Markets, Fixed Income, Equity Research, Hedge Funds, Portfolio Management, Banking, Capital Markets, Equities, Asset Management, Bloomberg
Education
University of Chicago Graduate School of Business 1991 — 1993
MBA, Finance and Intl. Business
London School of Economics and Political Science 1985 — 1988
BSc, Intl. Trade and Development
Dean and Company August 2014 - Present
Scotiabank June 2013 - August 2013
Port Networks June 2012 - August 2012
startUP Productions January 2012 - May 2012
DreamFetcher May 2010 - June 2010
Skills
Microsoft Excel, Data Analysis, Research, Due Diligence
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Psychology, Minor: Entrepreneurship and Management
University College London, U. of London 2012 — 2012
Economics, Psychology
Episcopal Academy 2006 — 2010
Scotiabank May 2014 - Present
Scotiabank February 2011 - May 2014
Scotiabank November 2007 - February 2011
Scotiabank October 2006 - November 2007
Skills
Investment Strategies, Credit Analysis, Retail Banking, Wealth Management, Portfolio Management
Education
Canadian Securities institute 2010 — 2011
Certificate of Achievement in Advanced Personal Finance, Banking, Corporate, Finance, and Securities Law
The Institute of Canadian Bankers 2004 — 2005
Certificate of Investment Funds in Canada, Banking, Finance, and Securities Law
John F. Kennedy 2001 — 2002
Continuing Education Program Certificate, Accounting and Finance
The Academic College of Tel-Aviv, Yaffo 1992 — 1995
College Diploma, Marketing
Scotiabank May 2015 - Present
Remax Colonial Pacific Realty May 2014 - Present
Kuroishi Japanese Cuisine April 2010 - Present
N/A September 2010 - June 2013
Elgin Park Secondary September 2010 - June 2013
Shad Valley International July 2012 - August 2012
StudentWorks Painting July 2010 - August 2010
Skills
Event Planning, Teamwork, Social Networking, English, Microsoft Word, Tutoring, Time Management, Microsoft Excel, PowerPoint, Coaching, Social Media, Leadership, Public Speaking, Team Leadership, 90 WPM, Microsoft Office, Customer Service, Event Management, Public Relations, Mandarin, Communication
Education
The University of British Columbia 2013 — 2017
Bachelor of Commerce (BCom)
Elgin Park Secondary 2008 — 2013
High School Diploma, 4.00
Scotiabank January 2015 - Present
RBC Wealth Management May 2011 - January 2015
Scotiabank 2011 - 2011
Scotiabank 2009 - 2011
Scotiabank 2008 - 2009
Gillette 2003 - 2006
Skills
Wealth Management, Private Banking, Caribbean, Europe, relationship management, High Net Worth..., New Client Acquisitions, Business Strategy, New Business Development, Latin America, Spanish, Italian, Succession Planning, Investments, Credit, Banking, Capital Markets, Commercial Banking, Financial Services, Portfolio Management, Relationship Management, Strategy, Wealth Management..., Corporate Finance, Financial Analysis, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
Engineering
Scotiabank 2012 - Present
Scotiabank 2011 - 2012
Scotiabank 2003 - 2011
Scotiabank 2000 - 2003
Scotiabank 1996 - 2000
Davies Ward Phillips & Vineberg LLP 1987 - 1996
USAID 1986 - 1987
Skills
Market Opportunity..., Online & Mobile..., Strategic & Operational..., Online & Mobile User..., Business Case Authoring..., Strategic Acquisition..., Strategic Alliances &..., Program/Project-Based..., Skills Gap Analysis &..., New Product Functional..., Business Analysis &..., Product Refinement &..., Strategic Acquisition..., Process Reengineering &..., Wealth Management, Capital Markets, Equities, CRM, Data Integrity..., Data Governance, Project Management, Investments, Positioning, Business Analysis, Securities, Program Management, Portfolio Management, Strategic Partnerships, Leadership, Strategic Planning
Education
The American University in Cairo 1982 — 1986
HON BA, Economics & Computer Science
Scotiabank April 2015 - Present
Education
The University of British Columbia / UBC 2013 — 2015
Master of Business Administration (MBA), Consulting and Strategic Management
Financial Planning Standards Council 2010 — 2010
CFP, Financial Planning
University of Victoria 1999 — 2004
BA, Economics and Finance
Scotiabank August 2013 - February 2014
CLS Catering May 2011 - August 2011
Skills
Customer Service, Communication, Teamwork, Time Management, Organization, Human Resources, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Financial Analysis, Financial Accounting, Cost Accounting, Tax Accounting, Business Technology
Education
The University of British Columbia 2013 — 2015
Certificate in Business Analysis, Business Analysis
The University of British Columbia / UBC 2010 — 2013
Bachelor of Commerce (BCom), Accounting and Business Technology Management
The University of British Columbia / UBC 2009 — 2010
Bachelor of Arts (BA)
Eric Hamber Secondary 2004 — 2009
High School Diploma
PwC September 2015 - Present
CHC Helicopter May 2015 - August 2015
Scotiabank June 2014 - April 2015
UBC Department of Medicine March 2014 - August 2014
AIA July 2013 - August 2013
Hong Kong Polytechnic University June 2012 - July 2012
Skills
Teamwork, Time Management, Event Planning, Microsoft Office, Highly detail oriented, Leadership, Problem Solving, Relationship-building..., Customer Service, Business Analysis, Office Administration, Research, ArcGIS
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (BCom), Accounting and Business Technology Management
The Hong Kong University of Science and Technology
Exchange-in, School of Business and Management
Citibank Canada March 2011 - Present
The Bank of New York Mellon November 2008 - March 2011
Scotiabank February 2008 - October 2008
Scotiabank March 2006 - February 2008
TD Securities June 2004 - March 2006
Mashreqbank, Dubai, UAE 1999 - 2004
Mashreqbank 1999 - 2004
Skills
Banking, Cash Management, Payments, Internet Banking, Core Banking, Retail Banking, Commercial Banking, Trade Finance, Product Management, Process Engineering, Customer Relations, Product Development, New Business Development, Financial Institutions, Banking Operations, Risk Management, Trading, Payment Systems, Relationship Management, Portfolio Management, Treasury Services, FX Options, Credit, Financial Services, Credit Risk, Credit Analysis, Customer Service, Financial Transactions
Education
The American University in Cairo 1981 — 1985
BA, Economics
Karachi Grammar School 1974 — 1976
SBCS October 2007 - June 2015
Bermudez Group October 2013 - December 2014
Bermudez Group April 2013 - October 2013
Bermudez Group August 2010 - April 2013
SynthSolution Caribbean January 2009 - February 2012
Caribbean Minerals Agency 2009 - 2010
NEDCO- National Entrepreneurship Development Company Limited 2008 - 2009
Scotiabank 2007 - 2008
The Governance Network 2007 - 2008
Sidus Group January 2007 - July 2007
Skills
Financial Services, Sales, Project Planning, Forecasting, Strategic Planning, Business Planning, Treasury Management, Business Analysis, Analytics, Higher Education, Strategy, Business Development, Marketing Strategy, Leadership, Business Strategy, Competitive Analysis, Product Development, Project Management, Management, New Business Development, Program Management, Analysis, Business Analytics, Negotiation, Logistics, Sales Management, Management Consulting, Market Research, Entrepreneurship, Marketing, Start-ups, Investments, Recruiting, Procurement, Finance, Team Leadership, Marketing Management, Proposal Writing, Training, Budgets, Governance, Consulting, Human Resources, International Business, Banking, Policy, Risk Management, Organizational..., Change Management, Government
Education
The Johns Hopkins University - Carey Business School 2005 — 2007
MBA, International Business & Marketing
The Catholic University of America 1997 — 2000
BA, Liberal Studies
Belmont Boys Secondary School 1990 — 1995
7 CXC & Cambridge "O" Levels
Scotiabank March 2015 - Present
Scotiabank January 2014 - February 2015
Scotiabank November 2012 - December 2013
Scotiabank October 2011 - October 2012
Scotiabank March 2010 - September 2011
Satyam Computer Services Limited July 2008 - June 2009
World Health Organization January 2007 - June 2008
Agilent Technologies February 2006 - January 2007
Skills
Oracle E-Business Suite, PeopleSoft, OBIEE 11g, Hyperion Financial..., SDLC, Business Analysis, Business Process, Oracle Applications, Requirements Analysis, Oracle, Requirements Gathering, Management, Software Project..., Consulting, Data Migration, Smartview, SunGard, Bancware, Oracle OLAP, Essbase, ERP
Education
The Institute of Chartered Accountants of India 2002 — 2005
Professional, Accounts, Law and IT
University of Madras 2001 — 2004
B.A, Economics
SAP June 2015 - Present
SAP July 2014 - June 2015
UBC Centre for Teaching, Learning and Technology 2012 - 2014
Scotiabank June 2013 - September 2013
City of Richmond March 2012 - October 2012
Skills
Leadership, Public Speaking, SAP, ERP Software, Financial Analysis, Corporate Finance, Project Management, Team Building, Business Analysis, Sales, SAP HANA, Solution Selling, WordPress, Microsoft Excel, Strategic Planning, Market Research, Teaching, Business Development, Cloud Computing, Microsoft Office, EPM, Pre-sales
Education
SAP Global Graduate Program 2014 — 2015
Solution Engineering (Presales)
The University of British Columbia 2010 — 2014
Economics & Psychology
Little Flower Academy 2005 — 2010
High School Diploma
Scotiabank September 2014 - Present
Self-Employed September 2010 - August 2014
HSBC November 2012 - May 2014
Keybase Global (HK) Limited July 2011 - August 2011
Gracie Lui SV Production Limited May 2007 - April 2008
Skills
Retail Banking, Customer Service, complaint handling, Relationship Management, Problem Solving, Cash Handeling, Sales, Financial Analysis, Leadership, Data Analysis, Research, Financial Accounting, Bloomberg, Financial Modelling, Microsoft Excel, Bookkeeping, Mandarin, Microsoft Office, Economics, Cantonese, Chinese, English, Statistics, QuickBooks, Tutoring, Financial Modeling
Education
The University of British Columbia 2010 — 2012
Bachelor's Degree, Commerce (BCom) in Finance. Minor in Economics
Coquitlam College 2008 — 2010
University Transfer Program, Commerce, GPA:3.89
Scotiabank July 2010 - Present
CPPIB August 2007 - June 2010
CIBC March 2006 - July 2007
Citigroup Canada November 2004 - February 2006
Citigroup Singapore February 2000 - November 2004
DSQ software November 1997 - January 2000
Skills
- Business case..., - Risk identification &..., - Project cost..., - Resource planning,..., - Project team..., - Project Planning &..., - Stakeholder..., - Scope change..., - Vendor management., - Project..., - Business Analysis &..., - Problem management..., - Strong people manager., - Excellent team player., - Strong leadership..., - Very process oriented., - Strong negotiating...
Education
Texas Tech University 1991 — 1993
Master of Science, Mechanical Engineering
University of Madras 1986 — 1990
Bachelors in Mechanical Engineering
BBDO November 2014 - Present
BBDO November 2012 - Present
Scotiabank November 2011 - November 2012
Publicis September 2008 - October 2011
Fraser Milner Casgrain LLP April 2007 - September 2008
Skills
Integrated Marketing, Digital Strategy
Education
The George Washington University - School of Business 2002 — 2006
Bachelor of Business Administration, marketing
TD November 2013 - April 2014
Scotiabank October 2011 - July 2013
JPMorgan Chase August 2011 - October 2011
kids.now February 2011 - July 2011
HSBC Mastercard May 2004 - February 2011
CIBC Visa June 2000 - March 2004
INTRIA - HP February 1999 - May 2000
Sprint Canada May 1998 - October 1998
Infotips Information Systems January 1996 - February 1997
Skills
Credit Cards, Vendor Management, Financial Services, Loans, Infrastructure, B2B, Business Analysis, Risk Management, Banking, Relationship Management, SDLC, Credit Risk, Retail Banking, Project Management, Portfolio Management, Project Portfolio..., Process Improvement
Education
Telecommunications Management
Post Graduate, Telecommunications
The George Washington University - School of Business
Master’s Certificate in Project Management (PMI PMBOK), Project Management
York University
Bachelor of Arts, Political Science - Labour Relations
Kaiser Associates June 2014 - Present
Bank of Tokyo Mitsubishi September 2011 - December 2012
Scotiabank 2005 - 2009
Skills
Wealth Management, Credit
Education
Canadian Securities Institute 2004 — 2005
CSC, Financial and Investment Analysis
The American University in Cairo 1998 — 2000
MBA
The American University in Cairo 1991 — 1995
BA, Business Admin
Interactive Learning Consultants, Ltd. July 2006 - Present
Interactive Learning Consultants, Ltd. July 2006 - Present
BMW Group March 2014 - Present
CareerTech Services March 2014 - December 2014
Vanderbilt University April 2014 - November 2014
Libman Education August 2013 - July 2014
Wolters Kluwer Financial Services September 2013 - January 2014
Tucson Electric Power August 2013 - December 2013
Scotiabank September 2013 - September 2013
Relias Learning 2012 - 2013
Skills
Instructional Design, E-Learning, Captivate, Lectora, Needs Analysis, Employee Training, Training, Learning Management..., Flash, Technical Writing, Blended Learning, Learning Management, Leadership Development, Curriculum Development, Technical Training, Camtasia, Leadership, Training Delivery, Curriculum Design, SnagIt, Instructor-led Training, Organizational..., ADDIE, Adult Learning Theory, Distance Learning, Job Aids, Instructional Technology, Personal Development, Appreciative Inquiry, Performance Management, Strategy, Team Building, Articulate Storyline
Education
The University of Akron 1979 — 1981
Associate of Science (AS), Business Administration and Management, General
Matrix-Exzac October 2014 - Present
MetaBank August 2013 - Present
Jefferies LLC October 2010 - Present
Matrix-Exzac October 2010 - September 2014
Scotiabank June 2012 - August 2013
BNP Paribas October 2011 - July 2013
TradeStation Securities June 2012 - May 2013
UBS March 2011 - July 2012
Fidelity National Information Services October 2010 - October 2011
Csoft Solutions January 2006 - September 2010
Skills
Web Applications, Entrepreneurship, Product Management, Internet, Software Project..., AML, Actimize, SQL, Compliance, IT Management, Fortent, SQL DB2, Oracle PL/SQL..., CDD, SWIFT payments, Project Management, Business Analysis, Technical Writing, Requirements Gathering, SaaS
Education
Tel Aviv University 2001 — 2002
MBA, Executive MBA
University of Haifa 1993 — 1996
BA, Economics
Scotiabank February 2015 - Present
Scotiabank 2009 - January 2014
TRG Customer Solutions May 2007 - June 2008
IBM Global Services March 2006 - November 2006
IBM Global Services January 2004 - April 2005
IBM September 1999 - May 2003
Grupo Pissa January 1999 - August 1999
Skills
Project Management, PMO, Finance, PMP, SDLC, Risk Management
Education
University of Toronto 2009 — 2009
Certificate in Canadian Project Management
The George Washington University 2000 — 2002
Master, Project Management
Universidad Tecnológica de México 1994 — 1998
BS, Electronic and Communications Engineering
Osler, Hoskin & Harcourt LLP June 1991 - Present
Helix BioPharma Corp. February 2013 - June 2013
Nortel March 1996 - May 1996
Mallesons Stephen Jaques June 1990 - August 1990
Scotiabank June 1986 - July 1988
Skills
Mergers, Corporate Governance, Executive Compensation, Securities Law, Corporate Law, Compliance, Incentive Programs, Deferred Compensation, Compensation, Public Companies, Equity Compensation, Equities, Joint Ventures, Executive Pay, Securities Regulation, Governance, Securities, Legal Advice, Restructuring, Legal Writing, Mergers & Acquisitions, Securities Offerings, Privacy Law, IPO
Education
University of Toronto 1988 — 1991
LLB, Law
The University of British Columbia 1981 — 1986
B.Comm., Finance (Honours)
Scotiabank October 2008 - July 2013
Versa Systems Ltd May 2008 - August 2008
CIBC Wealth Management January 2007 - February 2008
RR Enterprises Ltd. March 2006 - December 2006
Citi September 2000 - September 2005
AdminSource September 2000 - September 2005
National Bank Financial February 2000 - August 2000
Scotiabank December 1994 - September 1999
Baycom July 1994 - December 1994
Capp Associates Inc June 1993 - June 1994
Skills
COBOL, SQL, RPG, iSeries, AS400, SDLC, Systems Analysis, Websphere, DB2, XML, Application Development, FTP, EDI, OS/400, Databases, Programming, Banking, IBM iSeries, Software Project..., Visio, IBM AS/400, Requirements Gathering, Business Requirements, Software Development, Production Support, Testing, User Acceptance Testing, Software Documentation, Business Analysis, Java, Requirements Analysis
Education
The Hong Kong Polytechnic University 1983 — 1985
Higher Diploma in Computing Studies, Computer Software development
TD Bank June 2014 - Present
Creative Management Resolution (CMR) May 2009 - Present
Scotiabank February 2013 - June 2014
CIBC 2011 - 2011
cibc 2011 - 2011
Canadian Imperial Bank of Commerce (CIBC) April 2008 - March 2009
TD Bank May 2005 - March 2008
Unilever, Canada May 1999 - March 2005
Concord International Investments 1996 - 1999
Skills
Business Analysis, Process Engineering, Business Process..., Process Improvement, Project Management, Management Consulting, Program Management, Strategy, Finance, Financial Analysis, Investments, Business Strategy, Forecasting, Product Development, Financial Risk, Management, PMP, Experienced Business..., Enterprise Architecture, Team Leadership, Analysis, Cross-functional Team..., Business Planning, Marketing, Integration, Performance Management, Strategic Planning, Financial Modeling
Education
The American University in Cairo 1993 — 1995
MBA, Business Administration
The American University in Cairo 1987 — 1991
B.A, Economics, Minor in Computer Science & Business Administration
Enterprise Architecture Seminar
Canadiana Financial June 2013 - Present
Scotiabank November 2008 - June 2013
Scotiabank June 2006 - November 2008
TD Canada Trust June 1992 - July 2006
Skills
Retail Banking, Commercial Banking, Mentoring, Loans, Credit, Residential Mortgages, Mortgage Lending, Consumer Lending, Credit Risk, Leadership, Sales, Banking, Cash Management, Coaching, Construction Loans, Credit Analysis, Executive Management, Finance, Financial Services, Management, Mortgage Banking, Mortgage Underwriting, Portfolio Management, Real Estate Financing, Refinance, Relationship Management, Risk Management, Sales Management, Strategic Financial..., Underwriting
Education
The University of British Columbia / UBC 1991 — 1992
Urban Land Economics
Accenture December 2013 - April 2014
Scotiabank September 2012 - December 2013
PC Bank August 2009 - August 2012
AXA September 2007 - August 2009
The Inovation Group (TiG) August 2007 - September 2007
TD Bank Financial Group January 2005 - July 2007
Royal and Sunalliace March 2003 - December 2004
OARBIC INC. August 2000 - January 2003
RBS 1998 - 2000
FedEx August 1997 - February 1998
Skills
SDLC, Integration, Requirements Gathering, XML, Business Analysis, Requirements Analysis, Business Requirements, Testing, Banking, Software Development, DB2, Mainframe, User Acceptance Testing, Systems Analysis, Analysis, Solution Architecture, Visio, COBOL, UML, Microsoft SQL Server, IT Strategy, Software Project..., JCL, Business Process
Education
University of Teesside 1988 — 1991
Bachelor of Science (BSc), Computer Science
Smart Card Alliance - Self Study
Allsteel April 2014 - Present
Allsteel November 2012 - April 2014
Allsteel October 2010 - November 2012
Allsteel March 2009 - October 2010
Omni Workspace March 2005 - March 2009
HNI Corporation July 2003 - March 2005
Scotiabank May 2002 - September 2002
Skills
Strategic Planning, Mergers, Leadership, Management, Forecasting, Financial Reporting, Financial Analysis, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Finance, Strategic Management
Tecnológico de Monterrey 1993 — 1997
BS, Public Accounting
Bank of the West June 2014 - Present
Bank of Marin December 2013 - June 2014
Bank of Alameda (now part of Bank of Marin) 2010 - November 2013
Scotiabank 1998 - 2009
Scotiabank 2004 - 2006
Scotiabank 1995 - 1998
Scotiabank 1994 - 1994
Rockwell Automation 1992 - 1993
Rockwell Automation 1991 - 1992
Skills
Banking, Credit Analysis, Fixed Income, Loans, Risk Management, Commercial Banking, Credit Risk, Structured Finance, Loan Origination, Project Finance, Finance, Commercial Lending, Credit, Derivatives, Negotiation, Restructuring, Financial Services, Training, Capital Markets, Bloomberg, Equities, Executive Management, Cross Selling, Mergers & Acquisitions, Hedge Funds, Investments, Portfolio Management, Alternative Investments, Financial Analysis, Strategic Financial..., Marketing, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Asset Management, New Business Development, Retail Banking, Leveraged Finance, Valuation, Relationship Management, Investment Banking, Business Development, Financial Structuring, Management, Cash Management, Financial Risk, Underwriting
Education
New York University
M.B.A., Finance
The Ohio State University
B.S., Electrical Engineering
Canadian Western Bank 2011 - 2012
Business Development Bank of Canada 2008 - 2010
Scotiabank May 2005 - August 2008
Salmon Arm Savings and Credit Union 2004 - 2004
TD Bank Group 2000 - 2004
BMO Financial Group 1999 - 2000
Scotiabank 1997 - 1999
Legislative Assembly of Alberta 1993 - 1997
Clegg Campus Marketing 1989 - 1995
Skills
Banking, Credit, Commercial Banking, Strategic Planning, Real Estate Financing, Real Estate Economics, Real Estate Development, Commercial Real Estate...
Education
The University of British Columbia 2011 — 2016
Diploma in Urban Land Economics, Sauder School of Business - Real Estate Division
Bishop Carroll
Nkwala/McNichol Park
Twin Rivers Elementary
UQTR
University of Alberta
University of Calgary
TD Insurance August 2014 - Present
Scotiabank December 2013 - August 2014
HSBC April 2011 - October 2013
HSBC January 2010 - May 2011
HSBC January 2008 - December 2009
HSBC August 2005 - December 2007
Skills
Banking, Risk Management, Business Analysis, Financial Services, Credit, Relationship Management, Change Management, Management, Analysis, Business Requirements, Process Improvement, Project Management, Retail Banking
Education
University of Toronto 2012 — 2013
Bachelor of Education (BEd)
The George Washington University - School of Business 2011 — 2011
Certificate, Business Analysis
University of Waterloo 2001 — 2005
Bachelor of Honours Science (BSc), Psychology (Major), Human Resources Specialist (Minor)
Influence Marketing Match Marketing Group GMR Marketing November 2011 - Present
Radisson February 2013 - April 2013
Scotiabank February 2011 - October 2012
UBC Business Week May 2010 - October 2010
Richmond Youth Service Agency May 2009 - August 2009
Canadian Cancer Society June 2008 - June 2009
S.U.C.C.E.S.S. Employment Services July 2008 - December 2008
The Real Canadian Superstore April 2006 - April 2007
Skills
Simply Accounting, Caseware, Excel, Fluent in Cantonese, Mandarin
Education
Burnaby Board of Trade 2013 — 2014
Access Student Career Development Program
The University of British Columbia 2010 — 2012
Diploma, Accounting
Dale Carnegie Training
Effective Communications and Human Relations
Kwantlen Polytechnic University
Bachelor of Arts, Psychology
R.A. McMath Secondary
Scotiabank 2009 - 2009
Dell 2006 - 2007
Tata Consultancy Services 2002 - 2006
Education
Thapar Institute of Engineering and Technology 1999 — 2002
MCA, Computer Science
RBC September 2014 - Present
Scotiabank August 2010 - August 2014
Edward Jones August 2009 - July 2010
Kia Canada Inc. August 2007 - July 2009
Associated Motorways (Private) Limited April 2005 - July 2007
Skills
Strategic Financial..., Financial Analysis, Investments, Credit, Portfolio Management, Finance, Risk Management, Wealth Management, Corporate Finance, Capital Markets, Financial Modeling, Asset Management, Investment Strategies, Derivatives, Business Analysis, Financial Planning
Education
Chartered Financial Analyst (CFA) Institute 2010 — 2014
Chartered Financial Analyst, Investment Analysis and Portfolio Management
The Chartered Institute of Management Accountants 1997 — 2009
Chartered Management Accountant, Management Accounting and Financial Reporting
Canadian Securities Institute 2008 — 2009
CSC & CPH, Financial Planning and Wealth Management
Dharmaraja College, Kandy, Sri Lanka 1982 — 1996
GCE O/L & GCE A/L
Globecomm Systems Inc. September 2011 - Present
Motorola Solutions January 2006 - December 2010
Symbol Technologies Inc. June 2001 - January 2006
Friendship Dairies September 1998 - June 2001
Scotiabank April 1992 - September 1998
Skills
Cross-functional Team..., Channel, Compliance Program..., Contract Management, Telecommunications, Partner Management, CRM, Project Management, Assisting Executives, Program Management, Mobile Devices, Wireless, Solution Selling, Vendor Management, Integration, Strategic Partnerships
Education
The George Washington University - School of Business
Certificate, Contract Management Principals & Practices
Bank of Montreal March 2011 - Present
Scotiabank 2009 - March 2011
Dundee Securities July 2007 - September 2008
Dynamic Mutual Funds July 2002 - June 2007
Dynamic Mutual Funds March 2000 - June 2002
Bell Canada June 1997 - December 1999
Global Sources September 1989 - June 1996
Skills
SDLC
Education
The Hong Kong Polytechnic University 1976 — 1979
Higher Dipoloma, Accountancy
St Margaret's College
Bank of Montreal May 2014 - Present
Scotiabank January 2011 - September 2013
CSC Consulting November 2002 - July 2009
Creditex inc 1999 - 2002
Education
The Ohio State University Fisher College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Management Information Systems, General, 3.02
Institute of Holistic Nutrition March 2013 - Present
TD Bank May 2011 - September 2011
Scotiabank October 2009 - May 2010
UNICEF April 2009 - April 2010
American Marketing Association (AMA), Toronto April 2009 - November 2009
New Leaders of Sunnybrook Foundation (Volunteer) April 2009 - October 2009
Heart and Stroke Foundation April 2009 - October 2009
Amnesty International Canada 2009 - 2009
The National Advertising Benevolent Society August 2006 - August 2007
Skills
Marketing Strategy, Digital Marketing, Event Management, Marketing Communications, Strategic Planning, Public Relations, Direct Marketing, Social Media, Advertising, Social Media Marketing, Marketing, Market Research, Team Leadership, Project Management, Brand Management
Education
Vancouver Island University 2002 — 2003
Master, Business Administration
Tecnológico de Monterrey 1997 — 2002
BA, International Commerce
Scotiabank November 2013 - Present
Scotiabank January 2011 - November 2013
Scotiabank March 2009 - December 2010
Scotiabank January 2007 - March 2009
Gamah International Ltd 2005 - 2006
Banamex, Citibank 2000 - 2001
Banamex 1998 - 2000
Banamex 1991 - 1998
Skills
Banking, Financial Analysis, Retail Banking, Portfolio Management, Loans, Mortgage Lending, Credit Risk, Credit, Credit Analysis, Commercial Banking, Corporate Finance, Management, Project Management, Sales Management, International, Product Development, Product Management, Deposits, Business Strategy, Small Business Lending, Relationship Management, Sales, Financial Services, Commercial Lending, Latin America, Retail, Pricing
Education
Tecnológico de Monterrey
Masters in Finance, Finance
Universidad Iberoamericana, Ciudad de México
Bachelor of Business Administration, Finance
Aimia Canada November 2014 - Present
TEKsystems 2014 - 2015
Aviva Canada September 2013 - November 2014
TD September 2012 - September 2013
Scotiabank November 2011 - August 2012
SAS July 2011 - November 2011
Bell Mobility December 2009 - August 2011
SAS 2011 - 2011
LoyaltyOne August 2006 - November 2009
EIS 1999 - 2001
Skills
SAS, SAS programming, Data Integration, Business Intelligence..., Business Intelligence, SQL, Enterprise Software, Analytics, Data Management, Databases, Microstrategy, Business Analysis, DB2, Unix, SDLC, Data Warehousing, Consulting, Requirements Gathering, Requirements Analysis, Data Modeling, Management, SAS Programming
Education
Tel Aviv University 1993 — 1997
BA, Economics / Statistics
Rivne
Rivne
Rivne, no 15
Scotiabank February 2015 - Present
Scotiabank April 2012 - Present
Scotiabank June 2009 - April 2012
Scotiabank August 2007 - June 2009
National Commercial Bank, Saudi Arabia September 2001 - September 2006
Citibank Egypt November 2000 - September 2001
Egyptian American Bank February 1997 - November 2000
Skills
Credit Risk, Risk Management, Financial Risk, Banking, Operational Risk, Financial Analysis, Financial Modeling, Credit Analysis, Corporate Finance, Credit, Cash Management, Portfolio Management, Internal Audit, Auditing, Mortgage Lending, Basel II, Capital Markets, Project Management, Retail Banking, Negotiation, Commercial Banking, Trade Finance
Education
The American University in Cairo 1992 — 1997
Bachelor of Arts, Business Administration
Scotiabank May 2011 - Present
BMO Financial Group May 2010 - May 2011
Bank of Montreal October 2005 - April 2010
Strategic Capital Corp Pvt Ltd May 2001 - October 2003
Skills
Credit, Equities, Retail Banking, Banking, Relationship Management, Credit Analysis, Loans, Mortgage Lending, Mutual Funds, Small Business Lending, Branch Banking, Commercial Banking, Financial Services, Portfolio Management, Sales, Risk Management, Investments, Financial Planning, Team Management
Education
The Maharaja Sayajirao University of Baroda 1999 — 2001
MBA
The Maharaja Sayajirao University of Baroda 1998 — 1999
Post-Graduate Diploma in Business Management
The Maharaja Sayajirao University of Baroda 1995 — 1998
Bachelors in Science, Foods & Nutrition
CIBC October 2013 - Present
Scotiabank September 2012 - October 2013
Scotiabank March 2012 - August 2012
Scotia iTRADE June 2010 - February 2012
Mahindra Satyam April 2007 - May 2010
Skills
Equities, Trading, Banking, Requirements Analysis, Business Analysis, Manual Testing, SQL, Test Planning, Regression Testing, XML, Quality Assurance, Testing, Derivatives, Quality Center, Capital Markets, SDLC, Integration, Investments, Test Management, HP Quality Center
Education
University of Pune 2000 — 2004
MCM, Computers and Management
The Maharaja Sayajirao University of Baroda
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Scotiabank July 2014 - Present
Scotiabank April 2010 - June 2014
Scotiabank March 2009 - April 2010
Scotiabank July 2007 - March 2009
Northwest & Ethical Investments (formerly The Ethical Funds Company) 2005 - 2007
Skills
Credit Risk, Risk Management, Internal Audit, Valuation, Management, Financial Analysis, Investments
Education
The University of British Columbia 2000 — 2004
BCom, Finance
Scotiabank June 2012 - Present
Scotiabank April 2007 - June 2012
UBS Global Asset Management May 1999 - June 2001
Skills
Credit Risk, Market Risk, Basel II, Risk Management, Statistics, Derivatives, Portfolio Management, Risk Analysis, Stress Testing, Economic Capital, Regulatory Capital, Performance Management, Quantitative Finance, Capital Markets, Fixed Income, Operational Risk, Financial Modeling, Credit Analysis, Investments, Banking, Financial Risk, Financial Analysis, Corporate Finance
Education
Western University 2004 — 2007
Ph.D. Candidate, Statistics
Western University 2002 — 2004
M.Sc., Statistics and Biostatistics
The Hong Kong University of Science and Technology 1999 — 2001
M.Sc., Financial Engineering
The University of British Columbia
MA in Economics, MBA in Accounting and Finance
The University of Manchester
BA (Double Hon), Mathematics, Economics
Scotiabank August 2014 - Present
VitalAire Canada Inc. May 2014 - June 2014
Bank of America Merrill Lynch May 2012 - June 2012
Tirumala Travels Pvt., Ltd., December 2005 - November 2008
Bank of America April 2004 - November 2005
C.Ramchandram & Co., October 2000 - October 2003
Skills
Banking, Credit, Commercial Banking, Financial Analysis, URC 522, Six Sigma, Internal Audit, MIS, Microsoft Excel, Microsoft Office, Risk Participation, IFRS, ASPE, AML, UCP 600, Canadian Business Law, Accounting, Financial Reporting, Analysis
Education
Society of Certified Management Accountants of Ontario 2013 — 2015
Certified Management Accountants Ontario 2012 — 2013
CMA Accelerated Program, Management
The Institute of Chartered Accountants of India 1999 — 2003
Chartered Accountancy Intermediate
ICFAI 1999 — 2002
Bachelor of Commerce (B.Com.)
Chartered Professional Accountants Ontario
Professional Education Program
G&F Financial Group April 2011 - Present
G&F Financial Group October 2014 - March 2015
Scotiabank January 2009 - April 2011
ScotiaMcLeod July 2005 - January 2009
Skills
Wealth Management, Mutual Funds, Financial Planning, Estate Planning, Insurance, Portfolio Management, Consumer Lending, Retail Banking, Coaching, Strategic Financial..., Financial Services, Equities, Loans, Leadership, Banking, Fixed Income, Credit, Retirement Planning, Financial Advisory, Investments, Wealth, Investment Advisory, Relationship Management, Residential Mortgages, Wealth Management..., Securities, Lines Of Credit, Asset Allocation, Debt Consolidation, Credit Risk, Bonds, Investment Management, ETFs, Retirement, Sales, Alternative Investments, Branch Management, Credit Unions, Building Relationships, High Net Worth...
Education
Canadian Securities Institute (CSI)
FMA, FCSI
The University of British Columbia 1998 — 2003
BA, Psychology
McRoberts
Scotiabank October 2009 - Present
Skills
Network Architecture, ION Marketview, VMware, Business Analysis, Load Balancing, Eurex, Electronic Trading, Market Data, ITIL, Windows 7, Sybase, Data Center, Windows Server, Active Directory, Microsoft SQL Server, SQL, Trading Systems, Virtualization, Microsoft Exchange
Education
The Open University 2010 — 2013
MSc, Advanced Networking and Technology
The Open University 2011 — 2012
Postgraduate Diploma, Advanced Networking
McInnes Cooper November 2013 - Present
Scotiabank July 2013 - November 2013
DLA Piper October 2008 - May 2013
Speechly Bircham May 2008 - October 2008
DLA Piper May 2004 - May 2008
Allen & Overy 2001 - 2004
Hargreaves Solicitors 2000 - 2001
Terrence Higgins Trust 1997 - 2000
Duty-Free Confederation 1996 - 1997
British Civil Service 1986 - 1996
Skills
Litigation, Legal Assistants, Administrative..., PA skills, Secretarial Skills, Executive Level..., Typing, Microsoft Word, PowerPoint, Microsoft Excel, Access, Databases, Internet, Outlook, Scheduling Management, Diary Management, Organizing Meetings, Travel Arrangements, Organization, Client Billing, Work Without Supervision, Prioritize Workload, Meet Deadlines, Multi Tasking, Handle Multiple..., Confidentiality, Discretion, Communication Skills, Writing, Client Liaison, Customer Service, Learning Quickly, Legal, Legal Education, Employment Law, Canadian Immigration Law, Family Law, Compliance, Staff Supervision, Performance Management
Education
National Association of Licensed Paralegals, London, England 2011 — 2012
Level 4 Diploma, General Principles of Law, Distinction
Lothian Training, Edinburgh, Scotland
International Computer Driving Licence, Levels 1 and 2
Institute of Legal Executives, Bedford, England 1998 — 2000
ILEX Legal Secretaries' Certificate and Diploma (Level II and Level III), Distinction
Telford College, Edinburgh, Scotland
Scottish Legal Secretaries' Certificate, Merit
The Open University
Certificate of Higher Education, General Studies
Scotiabank April 2013 - Present
Manulife Financial December 2007 - February 2013
GGY Inc. January 2006 - December 2007
Skills
ALM, Economic Capital, Risk Management, Reinsurance, Financial Risk, Actuarial Science, Embedded Value
Education
The London School of Economics and Political Science (LSE) 2002 — 2005
BSc in Actuarial Science, Actuarial Science
TD September 2014 - Present
Scotiabank May 2011 - June 2014
Scotiabank December 2007 - April 2011
MTS Allstream October 2006 - November 2007
IBM Canada Ltd. 1995 - 2006
Skills
PMO, PMP, SDLC, Business Analysis, Project Management, Project Portfolio..., Project Delivery, Strategic Planning, IT Strategy, Enterprise Architecture, Solution Architecture, Governance, Risk Management, Vendor Management, Requirements Gathering, Business Process..., Banking, Outsourcing
Education
University of Toronto
Master of Business Administration (MBA)
The George Washington University
Master’s Certificate in Project Management
Universidad Anáhuac
Postgraduate Diploma in Management, Business Administration and Management, General
Universidad Nacional Autónoma de México
Bachelor's degree (with Distinction), Actuarial Science
Laurentian Bank January 2006 - Present
TD January 1994 - December 2005
Scotiabank January 1990 - November 1993
Toronto Dominion Bank 1984 - 1990
Skills
Corporate Banking, Credit Analysis, Small and Mid Market..., Prospect Identification, Risk Assessment, Cash Management, Team Building, Leadership, Commercial Banking
Education
Certified Management Accountant 1979 — 1982
CMA
Fellow Institute of Canadian Bankers 1978 — 1979
FICB
The Chartered Institute of Management Accountants
CIMA
Scotiabank August 2013 - Present
TD Canada Trust May 2004 - August 2013
TD Canada Trust February 1996 - August 2013
CIBC October 1981 - July 1996
Skills
Mortgage Lending, Credit, Retail Banking, Refinance, Loans, Credit Analysis, Insurance, Banking, Investments, Residential Mortgages, Relationship Management, Lines Of Credit, Sales Management, Debt Consolidation, Sales, Real Estate, Coaching, Consumer Lending, First Time Home Buyers, Customer Service, Strategic Planning, Customer Retention, Team Building, Credit Risk, Leadership, Business Development, Negotiation, New Business Development, Customer Satisfaction, Mortgage Banking, Underwriting, Home Equity Lines of..., Branch Banking, Training, Commercial Lending, Management, Commercial Mortgages, Commercial Banking, Construction Loans, Small Business Lending, Cross Selling, Mutual Funds, Certified Mortgage...
Education
The University of British Columbia
economics
Mackie Research Capital May 2015 - Present
Scotiabank April 2013 - May 2015
Scotiabank March 2012 - April 2013
Dwight International School July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Credit
Education
CFA Institute 2013 — 2015
Level 3 Candidate, Finance
The University of British Columbia 2007 — 2011
Bachelor of Management, Finance
University of Auckland 2010 — 2010
Scotiabank July 2010 - Present
Education
CMA Alberta 2009 — 2011
Certified Management Accountant
University of Alberta 2004 — 2006
MBA, International Business
The University of British Columbia 2000 — 2003
BHUK, Exercise Science
Towers Watson May 2012 - August 2012
Scotiabank August 2011 - December 2011
AGF Trust Company January 2011 - March 2011
KPMG China August 2010 - September 2010
China Development Bank May 2010 - June 2010
Skills
Data Analysis, Financial Analysis, VBA, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Teamwork
Education
London School of Economics and Political Science 2013 — 2014
Msc in Accounting and Finance
University of Toronto at Scarborough 2009 — 2013
Phoenix Loss Prevention, Inc. April 2012 - Present
Valued Services, LLC November 2004 - November 2009
Valued Services, LLC 2004 - 2009
Fayette County Board of Education October 2000 - October 2004
Scotiabank January 1993 - June 1993
First Union National Bank January 1989 - January 1992
Skills
Project Management, Microsoft Office, Outlook, Negotiation, Troubleshooting, Operations Management, Customer Service, Networking, Microsoft Excel, Training, Account Management, Finance, Microsoft Word, Team Leadership, Process Improvement, Access, Technical Support, Accounting, Litigation, Risk Management, Retail, Leadership, Budgets, Call Centers, Management
Education
Texas A&M University 1984 — 1988
Bachelor of Applied Arts and Sciences, Finance
Scotiabank February 2015 - Present
Government of Canada January 2014 - February 2015
RBC Royal Bank December 2011 - January 2014
Skills
Financial Advisory, Sales Presentations, Retail Banking, Client Relations Skills, Event Planning, Portrait Photography, Simultaneous..., Translation, Customer Service, Time Management, PowerPoint, Microsoft Excel, Photoshop, Microsoft Office, Microsoft Word, Teamwork, Client Relations, Team Leadership, Research, Finance, Leadership, Investments
Education
The University of British Columbia
Bachelors
Scotiabank March 2013 - Present
Education
Telfer School of Management at the University of Ottawa
Scotiabank May 2013 - Present
Manulife Financial June 2005 - April 2013
Manulife Financial October 2001 - May 2005
Skills
Analytical Skills, Mortgage Underwriting, Mortgage Servicing, Banking, Business Analysis, Project Management, Business Process..., Reporting & Analysis, Documentations
Education
Advocis
Financial Planning courses
Canadian Securities Institute
Canadian Securities Course
The Hong Kong Polytechnic University
Certificate of Business Studies, Banking
The University of Western Ontario
Bachelor of Arts (B.A.), Administrative Studies and Economics
Scotiabank
Skills
Credit
Education
The Philippine Women's University 1980 — 1984
Bachelor of Arts (BA), Psychology
Scotiabank January 2009 - June 2011
Casa de Cambio Tiber June 2007 - December 2008
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2007
Bachelor of Science (BS), Finance, General
The First MicroFinanceBank Ltd Tajikistan (FMFB-T) August 2014 - April 2015
Sense Intelligent September 2013 - April 2014
Rise Asset Development October 2013 - March 2014
Pahal Fiancial Services Private Limited July 2013 - August 2013
Scotiabank May 2011 - May 2012
Education
University of Toronto - University of Trinity College 2010 — 2014
Bachelor's Degree, Economics and Psychology
The Hebrew University 2012 — 2013
Summer Program, Arab-Israeli Transboundary Water Conflict Resolution
UCL 2012 — 2013
Affiliate Program, Economics and Psychology