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.,
Scotiabank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scotiabank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Scotiabank Salaries. You can even request information on how much does Scotiabank pay if you want to. Learn about salaries, pros and cons of working for Scotiabank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
6,839 Scotiabank employees in database. Find out everything there's to know about Scotiabank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scotiabank Employees
Experis January 2014 - Present
Scotiabank December 2012 - January 2014
Insurance Corporation of British Columbia January 2012 - November 2012
The Concordian Newspaper March 2009 - February 2012
Victoria Seals Baseball Club April 2011 - September 2011
Skills
Teamwork, Sales, Research, Microsoft Office, Economics, Customer Service, Social Media, Networking, Business Analysis, Political Science, Budgets, Analytical Skills, Project Management, Editing, CRM, Management, Analysis, Social Media Advertising, Office Administration, Customer Relations, Budgeting, Leadership, Finance, Time Management
Education
Ryerson University 2015 — 2017
Certificate, Computer Programming Applications
Concordia University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Economics
IFSE 2012 — 2013
Canadian Investment Funds Course, Investments and Securities
Scotiabank 1991 - 2013
Skills
Real Estate Financing, Finance, Financement immobilier, Risk Assessment, Real Estate, Commercial Real Estate, Immobilier, Immobilier commercial, Crédit
Education
Université du Québec à Montréal 1990 — 1991
Certificat
Concordia University 1986 — 1989
Bachelor of Commerce (B.Com.)
Wells Fargo April 2013 - Present
Scotiabank April 2012 - April 2013
Coca-Cola Enterprises January 2011 - April 2012
Absolute Baseball Academy February 2008 - April 2012
Molson Coors Canada January 2010 - December 2010
Molson Coors Canada September 2008 - December 2009
Safeway December 2007 - September 2008
Skills
Selling, Business Planning, Sales, Sales Management, Budgets, Negotiation, Analysis, Sales Presentations, Strategy, Finance, Account Management, Small Business, New Business Development, Coaching, Marketing, Direct Sales, Business Strategy, Networking, Time Management, Contract Negotiation, B2B, Sales Process, Marketing Communications, Product Marketing, P, Social Media Marketing, Building Relationships, Market Analysis, Social Networking, Banking, Customer Retention
Education
Notre Dame de Namur University 2005 — 2007
Bachelor, Business Marketing
College of the Canyons 2004 — 2005
Associate, Social Science
Language Research Development Group March 2014 - Present
Heritage Education Funds Inc. May 2013 - December 2013
Scotiabank January 2012 - January 2013
BMO October 2011 - January 2012
Skills
Investments, Mutual Funds, Financial Services, Trading, Mortgage Lending, Financial Analysis, Portfolio Management, Financial Modeling, Risk Management, Fixed Income, Corporate Finance, Equities, Finance, Securities, Capital Markets, Valuation, Accounting, Derivatives, Microsoft Excel, Analysis, Real Estate, Wealth Management, Business Development
Education
Concordia University 2008 — 2011
Bachelor of Commerce (BCom), Management
Dawson College 2004 — 2006
Diplôme d'études collégiales, Commerce
CIBC September 2015 - Present
CIBC July 2014 - September 2015
Scotiabank September 2013 - June 2014
Bell Canada September 2012 - September 2013
MarketVision Real Estate Corporation March 2012 - September 2012
CCT Printing August 2011 - December 2011
Inclusive Media and Design Inc May 2011 - June 2011
Chinese Undergraduate Association at University of Toronto Mississauga April 2010 - April 2011
T&T supermarket June 2010 - September 2010
CCETV media group September 2008 - May 2009
Skills
Graphic Design, Analysis, Marketing Communications, Marketing, Customer Service, Web Design, Social Media Marketing, Social Media, Advertising, InDesign, Digital Marketing, Illustrator, Adobe Creative Suite, Social Networking, Strategic Communications, Corporate Branding, SEO, Event Planning, Sales, Team Leadership, Project Management
Education
University of Toronto at Mississauga - Erindale College 2008 — 2011
B.A., Digital Enterprise Management
Communication University of China 2004 — 2008
B.A., Digital Media Art
Columbus State University January 2010 - Present
Scotiabank 1994 - 2008
National Insurance Corporation, St Lucia August 1992 - August 1994
Skills
Banking and Finance, Portfolio Management, Coaching, Loans, Finance, Financial Analysis, PowerPoint
Education
Columbus State University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
St. Mary's College 1987 — 1992
Scotiabank July 2014 - Present
Scotia Capital September 2011 - Present
Scotia Capital May 2011 - August 2011
KeyWest Montreal May 2010 - May 2011
Puma September 2008 - December 2009
Skills
Financial Analysis, Bloomberg, Finance, Microsoft Excel, Corporate Finance, Equities, Bloomberg Terminal
Education
Concordia University 2008 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Marianopolis College 2006 — 2008
D.E.C, Commerce
CFA Institute
CFA Level 1
Columbus State University Student Support and Internship CoordinatorColumbus State UniversityAugust 2015 - Present
Wells Fargo February 2015 - August 2015
Scotiabank November 2004 - August 2008
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Research, Community Outreach, Time Management, Leadership, Higher Education, Strategic Planning, Teamwork, Windows
Education
Columbus State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
St. Mary's College of St. Lucia, WI 1987 — 1992
Associate of Arts and Sciences (AAS), Physics
Scotiabank September 2015 - Present
TD March 2014 - August 2015
TD April 2012 - February 2014
TD November 2009 - March 2012
Skills
Retail Banking, Mutual Funds, Retirement Planning, Team Leadership, Consumer Lending, Small Business Lending, Investment Banking, Real Estate Lending, Estate Administration, Public Speaking, Political Campaigns, Management, Recruiting, Operations Management, Job Coaching, Credit Analysis, Wealth Management, Banking, Sales, Coaching, Credit, Financial Services, Customer Service, Leadership, Microsoft Office, Mortgage Lending, Investments
Education
Concordia University 2005 — 2009
Bachelor of Arts (BA), Economics & Political Science
Dawson College 2002 — 2004
International Busniess
LCH.Clearnet September 2015 - Present
Scotiabank June 2014 - September 2015
Scotiabank June 2013 - June 2014
Ontario Teachers' Pension Plan May 2012 - August 2012
University of Toronto September 2011 - May 2012
TD Bank Group January 2011 - July 2011
Citi Group July 2009 - August 2009
Skills
Mandarin, Japanese, Stata, Econometrics, Economics, Statistics, Bloomberg, Quantitative Analytics, Financial Modeling, VBA, Matlab, Project Management, Microsoft Excel, Financial Analysis, Access, Leadership, Analysis, Research, Data Analysis, Microsoft Office, Time Management, Teamwork, Macroeconomics, Risk Management, Public Speaking, Strategy, SAS
Education
University of Toronto 2011 — 2013
Master of Financial Economics, Finance, General
The University of British Columbia 2007 — 2011
Bachelor of Arts, Honours Economics, CGPA: 4.1 (on a 4.33 scale)
Communication University of China 2006 — 2007
Bachelor of Arts (B.A.), Journalism, n/a
Homelife Gold Pacific Realty Inc., Brokerage October 2013 - Present
TD Bank Group April 2011 - May 2013
Avaya China 2008 - 2009
Scotiabank July 1982 - February 2008
Skills
Vendor Management, VoIP, IT Strategy, SDLC, Business Analysis, ITIL, Cisco Technologies, Project Portfolio..., Product Management, Telecommunications, Integration, Business Strategy, Solution Architecture, IT Management, PMP, IT Service Management, Data Center, IT Operations, Outsourcing, Enterprise Architecture, Project Delivery, PMO, Requirements Analysis, Service Delivery, Governance, Disaster Recovery, Software Project...
Education
Ontario Real Estate Association (OREA) College 2013 — 2013
Registered Sales Representative, RECO, Real Estate
Concordia University 1976 — 1979
M. Eng (Elect), Digital Communications
McGill University 1971 — 1975
B. Eng (Elect), Digital Communications
Scotiabank July 2014 - Present
Scotiabank September 2010 - July 2014
Skills
Statistics, Finance, Mathematics, Communication, Time Management, Analysis, Teamwork, Data Analysis, Microsoft Excel, Analytical Skills, Access, Economics, Critical Thinking, Retail Banking, Analytics, Consumer Lending, Leadership, Commercial Banking, Credit
Education
Concordia University 2012 — 2014
John Molson School of Business, Finance, General
Dawson College 2008 — 2010
International Business
Scotiabank 2015 - Present
Goldman Sachs 2007 - 2014
J.P. Morgan (Bear Stearns) 2000 - 2007
Dresdner Kleinwort Wasserstein January 1998 - July 2000
Citigroup (Smith Barney) March 1997 - January 1998
Morgan Stanley November 1993 - March 1997
Skills
Equities, Equity Research, Research, Financial Services, Real Estate, Latin America, Management, Banking, Credit
Education
Columbia University in the City of New York
Economics
The London School of Economics and Political Science (LSE)
Matrox August 2007 - Present
TD Canada Trust October 2006 - August 2007
Scotiabank Electronic Banking Call Centre January 1999 - October 2004
Scotiabank January 1998 - January 1999
Scotiabank July 1997 - January 1998
Scotiabank/ Montreal Trust April 1995 - July 1997
Scotiabank/Montreal Trust July 1994 - April 1995
Montreal Trust September 1992 - July 1994
Skills
Leadership, Customer Service, Management, Team Leadership, Sales
Education
Concordia University
Bachelor of Arts, Psychology
Vanier College
D.E.C
Leaders in Debt Investment Banking in New York, NY 2012 - Present
Kashama Advisory June 2009 - Present
Calyon 2007 - 2009
Merrill Lynch 2004 - 2007
WestLB 1998 - 2004
Scotiabank 1988 - 1997
Skills
Financial Analysis, Negotiation, Business Strategy, Series 7, Series 63, Syndications, Leveraged Finance, Corporate Lending, Corporate Credit, Deal Execution, Debt Structuring, Relative Value, Mezzanine, DCM, Private Equity Firms, Corporate Finance, Investment Banking
Education
Colgate University 1981 — 1985
Bachelor of Arts, Mathematics and Physics
Milford academy
Milford academy
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance and Accounting
Nationalbank June 2012 - Present
Scotiabank January 2008 - June 2012
Skills
MBA, CMA, PF, Strategic Financial..., Commercial Banking, Credit Analysis, Retail Banking, Credit Risk, Credit, Banking, Residential Mortgages, Wealth Management, Mutual Funds, Mortgage Lending, Portfolio Management, Private Banking, Loans, Investment Advisory, Banque
Education
2009 — 2011
CMA
Université du Québec à Montréal 2006 — 2008
MBA executif, MBA
Scotiabank June 2013 - Present
Scotiabank June 2013 - Present
Curateur public du Québec November 2012 - May 2013
Domtar January 2012 - August 2012
Hydro Quebec December 2011 - May 2012
Rio Tinto Alcan June 2010 - November 2011
Banque National du Canada December 2009 - July 2010
Yellow Pages Group June 2009 - September 2009
Domtar October 2007 - December 2008
Government of Canada May 2005 - August 2007
Skills
Planning, Budgeting, Accounting, Administration, Microsoft Project, CMA, PMO, Project Planning, Excel, French, Microsoft Office, Financial Analysis, Word, Outlook, PowerPoint, SharePoint, Planview, Coordination, Key Performance..., IT Operations, Clarity, MS Project, Budgets, Microsoft Word, System Administration, Project Portfolio..., Microsoft Excel, Program Management, Management, Integration, Project Delivery, Change Management, Quality Assurance, Project Coordination, Budget Forecasts, Budget Monitoring, Project Management
Education
Concordia University 1971 — 1977
Accounting
Concordia University 1970 — 1977
Management Accounting
Hurricane Junior Golf Tour August 2015 - Present
Claflin University August 2014 - Present
High School Upward Bound June 2015 - July 2015
Scotiabank August 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Negotiation, Critical Thinking
Education
Claflin University 2013 — 2017
Bachelor of Applied Science (BASc), Sport and Fitness Administration/Management, Senior
Self-Employed March 2014 - Present
SDL plc September 2012 - February 2014
Federation CJA January 2012 - April 2012
Industrielle Alliance June 2008 - January 2011
Scotiabank February 2008 - June 2008
Scotiabank February 2005 - June 2008
Skills
Translation, French, English, Customer Service, Microsoft Office, Social Media, Teamwork, Research, PowerPoint, Teaching, Microsoft Excel
Education
Concordia University 2009 — 2012
B.A. Specialization in Translation - from English to French, Translation
Collège Ahuntsic 2006 — 2008
D.E.C., Arts and Literature
SAP November 2012 - Present
SAP September 2009 - November 2012
Accent Fairchild Group January 2007 - August 2008
Scotiabank September 2003 - January 2007
Skills
MS Project, SAP HR, MS Office Suite, HRIS, Human Resources, Payroll, SAP, Change Management, Performance Management, Business Analysis
Education
McGill University 2011 — 2012
Project Management
McGill University 2007 — 2009
Human Resources Management
Concordia University 2002 — 2005
BA, Economics
Scotiabank May 2012 - Present
Costco Wholesale May 2009 - May 2012
Skills
Positive Team Player, Highly self-motivated, Goal-oriented..., Microsoft Office, Customer Service, Team Leadership, PowerPoint, Public Speaking, Microsoft Word
Education
Concordia University 2012 — 2016
Bachelor of Commerce (BCom), Finance
Marianopolis College 2009 — 2012
D.E.C., Social Sciences
Loyola High School 2004 — 2009
High School Diploma
CN June 2014 - August 2014
Scotiabank June 2012 - June 2014
Dawson College August 2011 - May 2012
Dawson College January 2011 - May 2012
Skills
Teamwork, Microsoft Office, Time Management, Access, Microsoft Excel, PowerPoint, Customer Service, Statistics, Microsoft Word, Actuarial Science, Tutoring, Leadership, Insurance, Actuarial Exams, GGY Axis
Education
Concordia University 2012 — 2015
Bachelor of Science (BSc), Actuarial Science/Finance
Dawson College 2010 — 2012
DEC, Pure and Applied Science
Scotiabank 2010 - 2013
Scotiabank 2001 - 2010
Dealer Access Inc. March 2001 - November 2001
Primestreet Corporation 2000 - 2001
RBC 1998 - 2000
RBC 1988 - 1998
Skills
Banking, Business Analysis, Relationship Management, Risk Management, Credit Risk, Residential Mortgages, Finance, Portfolio Management, Credit, Mortgage Lending, Due Diligence, Financial Services, Forecasting, Business Planning, Loans, Leadership
Education
Concordia University 1985 — 1987
Master of Business Administration (M.B.A.), Finance
McGill University 1982 — 1985
Bachelor of Arts (B.A.), Psychology
Scotiabank January 2014 - Present
Scotiabank June 2010 - December 2013
RBC Royal Bank August 2008 - July 2010
Royal Bank of Canada November 2006 - August 2008
Royal Bank of Canada May 2006 - November 2006
Royal Bank of Canada July 2005 - May 2006
Royal Bank of Canada January 2005 - July 2005
Skills
Credit, Loans, Credit Analysis, Financial Analysis, Mortgage Lending, Finance, Leadership, Credit Cards, Retail Banking, Commercial Banking, Banking, Credit Risk, Customer Service, Consumer Lending, Relationship Management, Lines Of Credit, Analysis, Mutual Funds, Commercial Lending, Debt Consolidation, Strategic Financial..., Home Equity Lines of..., Sales, Refinance, Risk Management, Small Business Lending, Financial Advisory, Retirement Planning, Cross Selling, Portfolio Management, Investments, Residential Mortgages, Deposits, Wealth Management, Financial Services, Financial Risk, Investment Advisory
Education
Concordia University 2001 — 2005
Bachelor of Arts (B.A.), Economics and Business Studies
Concordia University 2001 — 2004
Bachelor of Commerce, B.Comm.Graduated, 2004; Economics
john abbott
HUB Capital Inc. November 2013 - Present
Scotiabank March 2012 - November 2013
RBC Dominion Securities July 2009 - November 2011
IA Clarington Investments March 2006 - December 2008
CIBC April 1999 - March 2006
TD Ameritrade October 1998 - April 1999
Montreal Exchange January 1997 - January 1998
Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Securities Market, Asset Allocation, Investments, Finance, Trading, Portfolio Management, Strategic Financial..., Investment Management, Securities, Asset Management, Alternative Investments, Equities, Financial Advisory, Relationship Management, Retirement Planning, Financial Services, Retirement, Risk Management, Fixed Income, Insurance, Financial Analysis
Education
Concordia University 1995 — 1998
Bachelor of Commerce, Major in Finance
Dawson College 1986 — 1987
Social Sciences
Scotiabank May 2013 - Present
La Capitale June 2012 - March 2013
Intelligence Hypothécaire May 2006 - April 2012
Invis May 2002 - May 2006
BDC May 2000 - May 2001
Bank of Montreal January 2000 - April 2000
Skills
Credit Risk, French, Investments, Negotiation, Financial Analysis, Banking, Investment Properties, Finance, Credit, Mortgage Underwriting, Loans, Insurance, Mortgage Lending, Commercial Mortgages, Portfolio Management, Residential Mortgages, Asset Managment, Mutual Funds, Construction Loans, Strategic Financial..., Real Estate Financing, Risk Management, Financial Planning
Education
Concordia University 1997 — 1999
B.Comm, Major: Finance
HEC Montreal 1995 — 1997
BAA (en cours), Finance
Cegep Bois de Boulogne 1993 — 1995
D.E.C, Science de la nature
Académie de l'Entrepreneurship Québécois 2001 — 2002
AEC, Agent Immobilier Affilié
Scotiabank January 2011 - Present
Lakeshore Soccer Association 2008 - 2012
Lakeshore Soccer Association 2000 - 2012
Lakeshore Soccer Association 2000 - 2012
Desjardins General Insurance Group June 2009 - December 2010
Diners Club at Citi Cards Canada August 2006 - December 2008
Citibank Canada Diners Club 1989 - August 2006
Citicorp Diners Club 1990 - 2000
enRoute 1989 - 1991
Education
Concordia University 1985 — 1989
Bachelor, Business Administration
Vanier College 1982 — 1984
Music, Piano Major
Flushing Hospital Medical Center June 2014 - Present
HSBC 2004 - 2006
Scotiabank January 1999 - January 2002
Skills
Microsoft Excel, Epic Systems, Microsoft Word, PowerPoint, Cpr Certified, IV Therapy, Customer Service, Healthcare, Vital Signs, IV, Nursing, Pediatrics, Hospitals, Clinical Research, Healthcare Management, Rehabilitation, Patient Education, ACLS, BLS
Education
City University of New York-Hunter College 2013 — 2015
BSN, Registered Nursing/Registered Nurse
Queensborough Community College 2010 — 2013
AASN, Registered Nursing/Registered Nurse
CAsiRE Foundation Corporation April 2014 - Present
Housing Authority of New Haven June 2007 - Present
IBM, Henkels & McKoy, CTE, Robert Half Technology January 2006 - June 2007
Scotiabank August 2000 - December 2005
Fujitsu Caribbean 1991 - 2000
Skills
Strategic Leadership, Business Analysis, IT Management, Project Management, Project Portfolio..., Vendor Management, Integration, PMP, Requirements Analysis, Disaster Recovery, Software Project..., Risk Management, IT Systerms Design and..., Career Development..., Operating Systems, Leadership, Management, Change Management, Strategic Planning, Telecommunications, Customer Service, Microsoft Office, Team Leadership, Training
Education
Colorado Technical University
Doctoral Scholar (DM), Doctor of Management - Technology
Colorado Technical University
MSM, Science and Management
University of Technology - UTECH
BEng, Electronics, Electrical, Computer Engineering
Breton Communications Inc. January 2015 - Present
Conseil québécois de l'agrément (CQA ) October 2014 - May 2015
N12 productions Inc. June 2014 - November 2014
Django design, Switch image,etc. January 2012 - October 2014
Centre hospitalier de l'Université de Montréal (CHUM) March 2013 - December 2013
Trader Catan Inc 2004 - 2012
Scotiabank January 2011 - November 2011
Radio-Canada, Pixcom, Zone 3, Télé-Québec, etc. September 1990 - June 2008
FCTNM 2004 - 2007
Skills
Français, Logiterm, Trados, Blogues, Wordpress, SEO, Traduction, Édition, Anglais, Rédaction, Google Analytics, Médias sociaux, Beetext, PowerPoint, Réseaux sociaux, Télévision, Production vidéo, Relations publiques, Nouveaux médias, Journalisme
Education
Concordia University 2007 — 2011
Baccalauréat, Spécialisation traduction
2001 — 2004
Certificat, Rédaction
Université de Montréal 1987 — 1992
Bacc et MA, Études cinématographiques
Scotiabank April 2014 - Present
Cineplex Entertainment August 2012 - December 2014
Future Shop October 2011 - December 2011
Double Pizza July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Public Speaking, Writing, Event Planning, Team Leadership
Education
Concordia University 2013 — 2015
Bachelor of Commerce (BCom), Accounting
Marianopolis College 2010 — 2012
Commerce
RBC October 2004 - Present
Scotiabank April 1998 - October 2004
Skills
Investments, Mortgage Lending, Wealth Management, Retail Banking, Mutual Funds, Strategic Planning, Relationship Management, Credit Analysis, Financial Analysis, Strategic Financial..., Banking, Business Strategy, Commercial Lending, Credit, Financial Services, Loans, Commercial Banking, Leadership
Education
City University of Seattle 1996 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Waterloo 1984 — 1988
Bachelor of Arts (B.A.), Sociology
Scotiabank January 2015 - Present
Concordia University - John Molson School of Business September 2011 - December 2014
EY June 2014 - August 2014
International Ethnic Associations Council June 2013 - May 2014
Pratt & Whitney Canada March 2013 - August 2013
Latin American Student Organization May 2012 - May 2013
Bombardier Aerospace May 2012 - September 2012
Skills
Teamwork, Microsoft Excel, Financial Analysis, English, Microsoft Office, Public Speaking, Budgets, Customer Service, Teaching, Market Research, Accounting
Education
Concordia University 2009 — 2014
Bachelor of Commerce (B.Com.), Finance, General
Cochabamba Cooperative School 2002 — 2008
Turnaround Management Association December 2014 - Present
Scotiabank January 2014 - Present
Scotiabank August 2006 - December 2013
Reseau Capital December 2009 - December 2012
Skills
Corporate Finance, Investments, Capital Markets, Credit Analysis, Corporate Law, Asset Based Lending, Cash Flow Lending, Commercial Lending
Education
Concordia University 1988 — 1992
MBA, Finance
McGill University 1982 — 1985
BCom, Finance, Marketing
Scotiabank May 2014 - Present
Roynat Capital, a wholly owned subsidiary of Scotiabank November 2011 - May 2014
Roynat Capital, a wholly owned subsidiary of Scotiabank July 2010 - October 2011
Scotiabank September 2007 - June 2010
Scotia Capital November 2004 - September 2007
Skills
Executive Management, Banking, Strategic Policy..., Commercial Banking, Credit, Financial Analysis, Credit Analysis, Strategic Partnerships, Strategic Planning, Loans, Commercial Lending, Corporate Finance, Public Speaking, Credit Risk, Financial Modeling, Risk Management, Leadership, Portfolio Management, Finance, Retail Banking, Strategic Financial...
Education
Saint Mary's University
Honorary Doctor of Commerce
Saint Mary's University 1992 — 1996
BComm/MBA, Finance/Marketing & International Business
The American University in Cairo 1990 — 1992
Business Administration, Business
Columbia University - Columbia Business School
Creating a Breakthrough Strategy
Scotiabank January 2007 - Present
RBC Royal Bank 2001 - 2007
Skills
Credit, Credit Analysis, Banking, Portfolio Management, Commercial Banking, Corporate Finance, Investments, Loans, Management, Mortgage Lending, Retail Banking
Education
Concordia University 1994 — 1997
Masters, Economics
Concordia University 1990 — 1994
Undergraduate, Economics
Scotiabank February 2014 - Present
Scotiabank August 2011 - February 2014
Scotiabank August 2010 - August 2011
Scotiabank June 2008 - August 2010
RSA August 2006 - December 2007
RSA March 2002 - August 2006
RSA September 2000 - February 2002
RSA March 1999 - September 2000
Zebracom Internacional (Mejia & Asociados) January 1998 - August 1998
BP June 1997 - January 1998
Skills
Leadership, Marketing Strategy, Strategy, Marketing, Program Management, Marketing Communications, Team Building, Team Leadership, Strategic Planning, Direct Marketing, Financial Services, Change Management, Sales, Business Analysis, Banking, Analysis
Education
Thunderbird School of Global Management 2005 — 2007
Global MBA, International Management
Colegio de Estudios Superiores de Administración 2002 — 2004
Specialist, Strategic Marketing
Pontificia Universidad Javeriana 1993 — 1998
MA, Communications
Colegio Anglo Colombiano 1980 — 1992
High School, High School/Secondary Diplomas and Certificates
Scotiabank July 2015 - Present
TD February 2013 - July 2015
TD August 2011 - February 2013
TD November 2007 - May 2011
Future Shop November 2005 - December 2006
Skills
Credit, Mutual Funds, Banking, Loans, Mortgage Lending, Financial Services, Finance, Investments, Securities, Personal Finance, Credit Analysis, Fixed Income, Retirement Planning, Time Management, Consumer Lending, Commercial Banking, Sales, Portfolio Management, Lines Of Credit, Mutual Funds Compliance, Retail Banking, Customer Service, Microsoft Office, Management, Teamwork, Leadership, Team Leadership, Risk Management, Relationship Management, Credit Risk, Cross Selling, Customer Satisfaction, Wealth Management, Financial Planning, Branch Banking, Residential Mortgages, Coaching, Project Management, Negotiation, Customer Experience, Customer Retention, Mortgage Banking
Education
University of Fredericton 2012 — 2015
Master of Business Administration (MBA), Global Leadership
Canadian Securities Institute 2013 — 2013
Branch Compliance Officer
Canadian Securities Institute 2012 — 2012
Professional Financial Planning Certificate, Mutual funds license
Canadian Securities Institute 2011 — 2011
Mutual Funds License
Concordia University 2007 — 2011
Bachelor of Arts (B.A.), Economics
CEGEP - John Abbott College 2005 — 2007
Commerce, Business/Commerce, General
Lasalle Catholic Comprehensive High School 1999 — 2004
High School/Secondary Diplomas and Certificates
Scotiabank 1997 - 2001
Skills
Economics, Policy Analysis, Research, Nonprofits, Qualitative Research, Community Development, Public Speaking, Community Outreach, Editing, Event Planning
Education
Columbia University - School of International and Public Affairs 1995 — 1997
Master's degree, International Economic Policy, Dean's Fellow for Academic Achievement
McGill University 1994 — 1995
Macroeconomics, Microeconomics, Statistics, Caluculus
Western University 1989 — 1993
B.A (Honours), Political Science, Dean's List
University of Toronto
Creative Writing
Scotiabank September 2010 - Present
Scotiabank July 2009 - Present
Scotiabank November 2006 - July 2009
Scotiabank March 2005 - November 2006
Bank of Montreal 1990 - 2002
Skills
Project Management, Strategy, Program Management, Integration, Leadership, PMO, Banking, Team Building, Financial Services, Management, Management Consulting, Business Strategy, Business Process..., Business Analysis, Risk Management
Education
Columbia University in the City of New York 1986 — 1988
MBA, Business
Columbia University - Columbia Business School
MBA, Business
EDHEC Business School
RBC April 2014 - Present
RBC Wealth Management August 2011 - July 2014
Scotiabank May 2010 - August 2011
Scotiabank April 2008 - May 2010
RBC Royal Bank 2004 - 2008
Skills
Banking, Investments, Retail Banking, Credit Analysis, Mutual Funds, Credit, Mortgage Lending, Financial Analysis
Education
2001 — 2004
BCOMM, Finance
Scotia Private Client Group January 2001 - Present
Scotiabank March 1998 - December 2000
CIBC 1990 - 1998
Skills
Trust Services, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investments, Asset Management, Portfolio Management, Trusts, Private Banking, Strategic Financial..., Retirement, Investment Management, Wealth Management..., Investment Advisory, Wealth, Investment Strategies, High Net Worth..., Financial Advisory, Asset Allocation, Mutual Funds, ETFs, Bonds
Education
Concordia University 1991 — 1993
Bachelor of Arts, with Distinction, Major- Psychology, Minor- Business
Export Development Canada July 2013 - Present
Caisse Desjardins March 2011 - July 2013
SCOTIABANK May 2006 - March 2011
Scotia Bank 2006 - 2011
RBC May 1996 - May 2006
Skills
Commercial Banking, Cash Management, Acquisitions, Banking, Commercial Lending, Financial Analysis, Management, Risk Management, CRM, Credit, Credit Analysis, Mergers & Acquisitions, Business Strategy, Portfolio Management, Finance, Cash Flow, Corporate Finance, Private Equity
Education
Université du Québec à Montréal 2003 — 2006
MBA, finance
Concordia University 1989 — 1994
bachelor of commerce, marketing
Scotiabank June 2015 - Present
Scotiabank June 2013 - June 2015
Scotia iTRADE January 2012 - June 2013
Scotia iTRADE June 2011 - June 2013
Scotia McLeod Direct Investing June 2009 - November 2011
Freedom 55 Financial February 2008 - May 2009
Jean Coutu September 2004 - August 2006
Skills
Mutual Funds, Investments, Portfolio Management, Trading, Stock Market, Quality Assurance, Customer Service, Reorganisation, Lotus Notes, Microsoft Office, ThomsonOne, Valuation, Finance, Financial Markets, Investment Advisory, Banking, Analysis, Securities, Corporate Finance, Derivatives, Financial Analysis, Risk Management
Education
Concordia University 2005 — 2008
Bachelor of Commerce (B.Com.), Finance, minor International Business
Scotiabank August 2015 - Present
Sheraton Lake Buena Vista Resort February 2012 - September 2013
Thorpe Enterprises December 2007 - March 2009
Small Business Development Center May 2007 - August 2007
ZeroChaos December 2006 - April 2007
Skills
Customer Satisfaction, Customer Service, Training, Hotels, Hospitality Industry, Hospitality, Time Management, Food & Beverage, Resorts, Restaurants, Leadership, Security, Team Building, Teamwork
Education
Columbia College 2010 — 2014
Associate of Arts (A.A.), Criminal Justice/Law Enforcement Administration
Scotiabank March 2013 - Present
Skills
Banking, Credit, Customer Service, Finance, Financial Analysis, Retail Banking, Risk Management, Team Leadership, Teamwork, Time Management
Education
Concordia University 2013 — 2017
Bachelor’s Degree, Double Major of Accounting and Finance
Champlain College St. Lambert 2010 — 2013
College diploma, Business/Commerce
Scotiabank May 2015 - Present
Marival Group June 2014 - August 2014
Education
Concordia University 2014 — 2019
Business, Management, Marketing, and Related Support Services
Lower Canada College 2013 — 2014
High School, 12th grade
American School of Puerto Vallarta 2006 — 2013
High School
Great-West Life Insurance Company of Canada January 2011 - Present
Standard Life November 2008 - June 2010
Standard Life March 2005 - November 2008
Standard Life January 2002 - February 2005
Standard Life August 2000 - February 2005
Bank One September 1999 - May 2000
Citibank February 1996 - August 1999
Scotiabank January 1995 - October 1995
Montreal Trust May 1988 - October 1995
Reader's Digest May 1986 - May 1988
Skills
Investments, Mutual Funds, Retirement, Wealth Management, Pensions, Retirement Planning, Financial Services, Strategy, Leadership, Management, Portfolio Management, Strategic Partnerships, Strategic Financial..., Business Development, CRM, Business Planning
Education
McGill University 2009 — 2009
Certificate, Strategy
Concordia University 1981 — 1985
B.Comm, Marketing
Vanier College 1979 — 1981
DEC, Commerce
The Hincks-Dellcrest Centre 2013 - Present
CIBC 2010 - 2013
Infor 2007 - 2010
Workbrain 2005 - 2007
PeopleSoft 1996 - 2005
AXA 1993 - 1995
Scotiabank 1991 - 1992
Canada Steamship Lines 1988 - 1991
Skills
E-Learning, Training, Program Management, Instructional Design, Instructor-led Training, Coaching, Needs Analysis, Learning Management, Leadership Development, Blended Learning, Adult Education, Management, Hands-on Training, Project Management, Performance Consulting, Staff Development, Performance Improvement, ADDIE, Training Delivery, Consulting, Change Management, Leadership, Strategic Planning, Workshop Facilitation, Team Leadership, Strategy, Organizational..., Vendor Management, Performance Management
Education
Six Seconds 2014 — 2014
Certified Vital Signs Assessor
SixSeconds 2014 — 2014
Certified SEI Emotional Intelligence Assessor
Personal Strengths Canada 2014 — 2014
Certified Strengths Deployment Facilitator/Coach
Connor Partners/CIBC 2010 — 2011
People Change Managment Practitioner Certification, Change Management
ASTD 2010 — 2010
Analyzing Human Performance Certificate
Queen's University 2007 — 2007
Building Leadership Capacity
Queen's University 2006 — 2006
Foundations of Organizational Development
University of Phoenix 2002 — 2004
M.A., Adult Education & Distance Learning
Concordia University 1984 — 1987
BComm, Finance, Accounting
Scotiabank June 2015 - Present
PM Plus Inc. April 2011 - May 2015
PM Plus Inc. October 2010 - April 2011
Carrier Commercial Refrigeration May 2007 - October 2007
IMEF January 2006 - January 2007
ILLRO January 2005 - January 2006
Skills
Budget, Financial Analysis, Forecasting, Strategic Planning, Project Management, Strategic Financial..., Budgets, Analysis, Risk Management, Business Analysis, Project Planning, Financial Reporting, Finance, MS Project, Business Planning, Management
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Business Management, Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 2004 — 2008
B.A in Financial Management, Finance
Comillas Pontifical University 2006 — 2006
International Business, Economics
Deutsche Bank July 2015 - Present
Bank Leumi 2014 - July 2015
SMBC 2012 - 2013
Scotiabank 2010 - 2012
Castellar Partners January 2010 - August 2010
Columbia University September 2009 - December 2009
Skills
Financial Modeling, Portfolio Management, Emerging Markets, Corporate Finance, Statistics, Bloomberg, Spanish, Microsoft Excel, Financial Analysis, Risk Management, Java, Financial Accounting, Accounting, Mathematica, Hedge Funds, PowerPoint, Python, Capital IQ, Microsoft Word, Credit Analysis, Economics, Derivatives, Finance, Investments, English, Project Finance, FX Options, Marketing, Trade Finance, Management, Linear Programming, Writing Skills, Latin America, Hebrew, Quantitative Finance, IntelliJ IDEA, Enterprise Risk..., Stochastic Processes, Regression Analysis, Capital Markets, VBA, Financial Engineering, Project Management, Microsoft Office, Strategy, Data Analysis, Presentations, Operations Research, Stock Trading, Index Options
Education
Columbia University in the City of New York 2012 — 2013
Business Certificate, Business
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2010
B.S., Operations Research; Germanic Languages
Scotiabank May 2015 - August 2015
Western University May 2014 - September 2014
AIG July 2012 - August 2012
Citi May 2011 - June 2011
Education
Columbia University in the City of New York
Master’s Degree, Financial Engineering
The University of Western Ontario
B.Sc. (Hons), Applied Mathematics, Economics
Western Canada High School
International Baccalaureate
Hôpital du Haut Richelieu December 2012 - Present
Dr. Jean-Paul Brutus June 2010 - Present
Scotiabank 2012 - January 2013
Rôtisserie St-Hubert June 2011 - March 2012
Breakfast Club/ Piazza Pazza August 2007 - July 2011
Les 4 Feuilles September 2004 - February 2007
Skills
Healthcare, Microsoft Office, Customer Service, Hospitals, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, Healthcare Management, Public Speaking, Planification..., Service client
Education
Concordia University 2013 — 2016
Arts and Sciences
Champlain College St-Lambert 2009 — 2011
Diplôme d'Études Collégiales (DEC), World Studies (Social Sciences)
Collège Notre-Dame-de-Lourdes 2004 — 2009
Diplôme d'Études Secondaires (DES) et Obtention d'un diplôme d'Études Internationales (P.E.I.)
Scotiabank March 2015 - June 2015
YunFeng Capital June 2014 - September 2014
BNP Paribas July 2012 - August 2012
Xiangcai Sec. December 2011 - January 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Investment Banking, Private Equity, Bloomberg, PowerPoint, Corporate Finance
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Operations Research
University of Toronto - Rotman School of Management 2009 — 2013
B.Comm, Specialist in Finance & Economics
Scotiabank July 1997 - June 2014
Skills
Banking, Commercial Banking, Corporate Finance, Credit Analysis, Financial Reporting, Credit Risk, Portfolio Management, Loans, Risk Management
Education
Concordia University
Scotiabank July 2013 - August 2013
Westpac Institutional Bank January 2011 - June 2012
Westpac Institutional Bank July 2008 - December 2010
Skills
Credit Risk
Education
Clarkson University 2012 — 2014
CIBC Asset Management January 2015 - Present
CIBC Asset Management January 2015 - Present
CIBC Asset Management January 2013 - Present
CIBC Global Asset Management December 2011 - December 2012
Le Muscadin September 2007 - September 2012
Scotiabank March 2011 - December 2011
Skills
Mutual Funds, Financial Analysis, Bloomberg, Investments, Fixed Income, Teamwork, Banking, Money Market Accounts, Corporate Actions, Mergers & Acquisitions, Trade Finance, Securities, Account Reconciliation, Analysis, Accounting, Customer Service, Finance, Portfolio Management, Microsoft Office
Education
Concordia University 2008 — 2011
Bachelors, Finance
Champlain Saint-Lambert 2005 — 2007
DEC, Pure and Applied Sciences
CFA Institute
CFA Level 3 Candidate
Scotiabank June 1997 - Present
IBM Canada Ltd. May 1990 - June 1997
IBM Canada Ltd. September 1983 - April 1990
Skills
Risk Management, IT Strategy, Banking, Portfolio Management, Vendor Management, Business Analysis, Financial Services, CRM, Strategy, Business Transformation, Business Strategy, Retail Banking, Relationship Management, Executive Management, Outsourcing, Analytics, Capital Markets, Project Portfolio..., Mergers & Acquisitions, Governance, Process Management
Education
York University 1982 — 1987
MBA, International Finance
Concordia University 1977 — 1981
Bachelor of Computer Science, Business option
EY November 2014 - Present
Voya Financial February 2012 - October 2014
ING May 2010 - January 2012
ING March 2009 - April 2010
ING July 2008 - March 2009
ING March 2006 - June 2008
Scotiabank October 2002 - July 2004
Skills
Risk Management, Economic Capital, Financial Risk, Corporate Governance, Sarbanes-Oxley Act, Moody's Credit Edge, Microsoft Excel, Project Planning, Executive Reporting, Credit Risk, Enterprise Risk..., Finance, Analysis, Credit, Financial Reporting, Internal Controls, Auditing, Investments, Credit Analysis, ALM, Insurance, Asset Management, Financial Modeling, Corporate Finance, Counterparty Risk, Strategic Financial..., Risk Assessment, Governance, Financial Planning
Education
Columbia University - Columbia Business School 2011 — 2011
Executive Education, Persuasion: Influencing without Authority
University of Westminster 2004 — 2005
MSc, International Business Economics
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 2002
BSc, Finance and Accounting
Maastricht University 2001 — 2001
University of Essex 2000 — 2000
Investissements Manuvie June 2015 - Present
Investissements Manuvie November 2012 - Present
Scotiabank November 2011 - November 2012
Jeux du Commerce 2012 2011 - 2011
Skills
French, Microsoft Excel, Microsoft Office, English, Microsoft Word, PowerPoint, Financial Analysis, Accounting, Research, Teamwork, Customer Service, Business Strategy, Investments, Sales, Mutual Funds, Banking, Finance, Wealth Management, Asset Allocation, Equities, Portfolio Management, Investment Management
Education
Concordia University 2012 — 2015
Master of Business Administration (MBA), Gestion des avoirs
Université du Québec à Montréal 2008 — 2011
Baccalauréat, Administration (finance)
Candidat au CFA III
Finance, General
Private Tutor September 2010 - Present
Scotiabank June 2015 - August 2015
JANA Partners LLC July 2014 - July 2014
Rentah, Inc. June 2014 - July 2014
Ernst & Young June 2013 - July 2013
Skills
Critical Thinking, Auditing, Management, Accounting, Microsoft Office, Research, PowerPoint, Communication, External Audit, Presentations, Social Media, Administration, Data Analysis, Team Leadership, Access, Microsoft Word, Teamwork
Education
Columbia University in the City of New York 2012 — 2016
Seton Hall Preparatory School 2008 — 2012
Scotiabank March 2011 - Present
TEKsystems March 2008 - August 2010
Lorne Steinberg Wealth Management November 2009 - April 2010
Skills
Microsoft Word, Financial Modeling, Financial Analysis, Business Analysis, Analysis, Valuation, Leadership, Equities, Banking, Due Diligence, Management, Equity Research, Finance, Fixed Income, Software Documentation, Microsoft Excel, Research, Business Process, Investment Banking
Education
Concordia University 2008 — 2011
MBA, Investment Management
Concordia University 2002 — 2007
B. Eng, Computer Engineering
CFA Institute
Scotiabank September 2014 - Present
Scotiabank July 2013 - September 2014
Scotiabank December 2009 - July 2013
The Children's Place November 2006 - December 2012
Skills
Microsoft Office, Market Research, Team Leadership, Advertising, Social Media Marketing, Bilingual, Customer Service, Listening Skills, Retail Management, Adaptation, organizational skills, Time Management, Teamwork
Education
Concordia University 2009 — 2012
Bachelor of Commerce (BCom), Marketing
McGill University 2011 — 2011
Italian
Marianopolis College 2007 — 2009
D.E.C, Commerce
College Charlemagne Inc. 2002 — 2007
D.E.S, General
Community Seed Consulting September 2014 - Present
York Consulting Group (YCG) September 2012 - April 2014
Scotiabank May 2013 - August 2013
Nokia Siemens Networks June 2010 - July 2012
Nokia Siemens Networks January 2009 - May 2010
Concordia University September 2006 - August 2008
Ojero July 2007 - August 2007
Skills
Management Consulting, Business Development, Team Management, Financial Modeling, Databases, Visual Basic, Business Analysis, Risk Management, Client Presentation, Growth Strategies, Leadership, Entrepreneurship, Business Strategy, Creative Strategy, Telecommunications, GSM, Team Leadership, LTE, Project Management, Testing, Wireless, Project Planning, UMTS, 3G, Unix, Technology Solutions, C++, Risk Analysis, IP, SQL, Strategic IT Management, Open Source Software, PMP, Management, Strategy, Strategic Planning, Analysis, Integration, Consulting, Teamwork, Program Management, Microsoft Office, Competitive Analysis, Business Writing
Education
University of Toronto 2015 — 2015
Communication for Professionals - Business Approach to Writing, 95%
Schulich School of Business 2012 — 2014
Master of Business Administration (MBA), Business Consulting; Strategic Management
Concordia University 2004 — 2008
Bachelor of Science in Electrical Engineering, Telecommunication, 3.8
National Bank of Canada June 2013 - Present
Scotiabank October 2012 - June 2013
National Bank of Canada 2011 - 2012
National Bank of Canada August 2007 - December 2011
CIBC 2001 - 2005
Skills
Project Coordination, Green Belt, Six Sigma, Process Improvement, Building Relationships, Management, Coaching, Change Management, Team Building, Presentations, Banking, Microsoft Excel, MS Project, Access, Product Management, Analysis, Psychology, Research, Creativity, Networking, Training, Holistic Health, Public Speaking, Motivational Speaking, Wellness Coaching, health consultant, Credit Analysis, Credit Cards, Customer Service, Call Center, Mortgage Lending, Credit Risk, Portfolio Management, Strategic Planning
Education
Concordia University 2000 — 2005
Bachelor of Arts (B.A.)
Marianopolis College 1998 — 2000
Diplôme d'Étude Collégiale
Scotiabank May 2015 - Present
Rogers Communications August 2014 - May 2015
Rogers Communications July 2013 - August 2014
Giesecke & Devrient January 2013 - June 2013
Giesecke & Devrient December 2011 - June 2013
Rogers Communications Inc. August 2010 - December 2011
Airwide Solutions August 2007 - August 2010
Skills
SS7, Telecommunications, Solaris, Mobile Devices, GSM, Shell Scripting, Wireless, LTE, SMS, Unix, CDMA, Integration, Linux, Troubleshooting, Switches, Perl, Testing, Oracle, SIP, Pre-sales, UMTS, Software Development, System Deployment, MySQL, SQL, Networking, Servers, TCP/IP, Management, IP, Enterprise Software
Education
Concordia University 2001 — 2006
B.Eng, Electrical Engineering Spec.Electronis
Scotiabank October 2013 - Present
Ad Astra Aerospace 2007 - September 2013
Les Constructions Potenza Inc. 2001 - 2007
Education
Concordia University 2009 — 2012
Master of Business Administration (M.B.A.), Investment Management
McGill University 2004 — 2007
Bachelor of Science (B.Sc.), Cell Biology and Anatomy
Marianopolis College 2002 — 2004
Diploma of college studies, Pure and Applied Sciences
Selwyn House School 1996 — 2002
High School Diploma
CFA Institute
CFA Level III Candidate, Chartered Financial Analyst
The Agile Agonist June 2015 - Present
Vidéotron July 2013 - Present
Bell Mobility 2009 - Present
The Agile Agonist January 2011 - Present
Banque Laurentienne 2008 - 2009
Technologies Nter June 2006 - April 2008
Loto-Québec June 2006 - April 2008
Banque Nationale May 2005 - June 2006
Scotiabank November 2003 - May 2005
Skills
Business Intelligence, SDLC, PMP, ITIL, Oracle, Project Management, Integration, Business Analysis, Agile Methodologies, Data Warehousing, Software Project..., IT Strategy, Team Leadership
Education
B Comm, Management Information Systems
Concordia University
CPA, CMA, Comptable Professionnel Agréé
Concordia University
MBA, Finances
McKinsey & Company September 2015 - Present
Moda Operandi September 2014 - December 2014
The Wall Street Journal June 2014 - August 2014
Cami NYC January 2014 - May 2014
Scotiabank August 2010 - April 2013
Scotiabank May 2009 - August 2009
RBC May 2008 - August 2008
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Dean’s Honors and Distinction (Top 5% of graduating class)
The University of Western Ontario - Richard Ivey School of Business 2006 — 2010
HBA, Dean's Honor List, Ivey Scholar (Top 10% over 2 Years), Section 1 Class President
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Milan, Italy (Exchange Program)
Western University
Western Union Business Solutions April 2015 - Present
Moody's Analytics November 2014 - Present
CryptoMill Technologies 2006 - Present
Seaforth Financial Inc. (part of BroadGrain) May 2012 - May 2014
AMEX Bank of Canada August 2009 - November 2011
OANDA April 2009 - July 2009
RBC Capital Markets April 1997 - March 2009
Scotiabank March 1996 - September 1996
Bank of America Canada April 1991 - March 1996
Belgian Air Force - Air Commando Defense Group November 1986 - August 1987
Skills
Sales coaching, Creative Development, Revenue focused, FX, Business Strategy, Customer Relations, Cash Management, Trading, New Business Development, Sales Management, Product Management, E-commerce, Compliance, Salesforce.com, Bilingual, FX Options, Customer Service, Business Coaching, Banking, Entrepreneurship, Negotiation, Financial Services, Portfolio Management, Risk Management, Sales, Business Development, Vendor Management, Financial Markets, Creative Direction, Relationship Management, CRM, Payments, Capital Markets, Treasury Management, Executive Management, Hedging, Commercial Banking, Credit, Currency, Strategy, Foreign Exchange, Financial Risk, Leadership, Management, FX Hedging
Education
Europacollege / College of Europe 1985 — 1986
Master's degree, European Economics
York University - Glendon College 1981 — 1984
Honours BA, Political Science/ Economics
Universite Catholique de Louvain - Belgium 1978 — 1980
Bachelor's degree, Economics
Ekaton Wealth Management Inc May 2013 - Present
Mastorakos Consulting April 2011 - May 2013
Highstreet Asset Management Inc. January 2001 - June 2011
Scotiabank 1992 - 2001
Skills
Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Asset Management, Asset Managment, Wealth Management, Investment Management, Asset Allocation, Equities, Risk Management, Investment Advisory, Strategic Planning, Hedge Funds, Capital Markets, Financial Modeling, Options, Bloomberg, Relationship Management, Retirement Planning, Estate Planning, Derivatives, Equity Trading, Valuation, Financial Analysis, Business Strategy, Venture Capital, Volunteer Management, Team Leadership, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2009
Executive Development
Columbia University - Columbia Business School 2008 — 2008
ELDP
University of Windsor 1990 — 1991
HBComm, Business
Western University 1985 — 1989
Bachelor's Degree, Psychology/Sociology
Sir Wilfrid Laurier Highschool
Scotiabank February 2013 - Present
ASIEX (Asociacion de Empresas de Inversion Extranjera) April 2013 - August 2015
AFP Scotia Crecer March 2013 - August 2015
Scotia Seguros March 2013 - August 2015
Scotiabank July 2010 - February 2013
Scotiabank October 2006 - June 2010
Scotiabank April 2004 - October 2006
Scotiabank December 2000 - April 2004
Skills
Risk Management, Financial Risk, Enterprise Risk..., Governance, Leadership, Banking, Change Management, Treasury, Operational Risk, Strategic Planning, Management, Liquidity Risk, Emerging Markets, Human Resources, Talent Developer
Education
Harvard Business School
Advanced Management Program (AMP 173)
Concordia University
Bachelor of Commerce (B.Com.), Finance
McGill University
MBA, Finance and International Business
Scotiabank August 2012 - Present
Morgan Stanley October 2009 - August 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers November 2005 - September 2008
Morgan Stanley 2002 - 2005
iVoice Inc. July 2000 - August 2001
Lucent Technologies June 1999 - July 2000
Skills
C#, Commodity, Quantitative Finance, .NET, C++, Python, Java, Design Patterns, SQL, Software Engineering, Algorithms, Commodity Markets, Scala, Akka, Quantitative Risk, Ruby, Trading Systems, Derivatives
Education
Stanford University 2000 — 2002
Master's degree, Computer Science
Certificate in Quantitative Finance 2010 — 2010
Financial Mathematics
Columbia University in the City of New York 1995 — 1999
Bachelor's degree, Computer Engineering
Scotiabank March 2012 - Present
scotiabank August 2007 - March 2012
Xerox Corporation 1992 - 1994
Skills
SDLC, Business Analysis, IT Strategy, Risk Management, Banking, Capital Markets, Portfolio Management, Requirements Analysis, Software Project..., Vendor Management, Team Leadership, PMO, Requirements Gathering, Project Management, Retail Banking
Education
Concordia University 1984 — 1988
Bachelor of Computer Science, Digital Systems
Sun Life Financial October 2014 - Present
Scotiabank April 2000 - October 2014
NBC June 1998 - October 1999
Skills
Banking, Wealth Management, Equities, Investments, Mutual Funds, Fixed Income, Customer Service, Portfolio Management, Investment Strategies, Investment Advisory, Derivatives, Securities, Asset Allocation, Strategic Financial..., Financial Planning
Education
Concordia University 1997 — 2000
BA, Economics
Vanier College 1993 — 1997
DEC, Commerce
NetSuite September 2013 - Present
Upland Software February 2012 - August 2013
Tenrox December 2010 - February 2012
Tenrox April 2001 - December 2010
Tenrox April 2000 - April 2001
Scotiabank January 1997 - May 1999
Skills
SaaS, Enterprise Software, Cloud Computing, Selling, Solution Selling, Professional Services..., Project Portfolio..., Resource Management, Professional Services, Pre-sales, Sales Process, Management, Software Project..., Leadership, Direct Sales, Sales, CRM, Sales Presentations, Account Management, Contract Negotiation, New Business Development, Software Industry, Forecasting, Team Leadership, Business Development, Strategic Partnerships, Cross-functional Team..., Consultative Selling, Sales Operations, Cloud Applications, Pipeline Management, ERP, Sales Management, Professional Services..., Mentoring, Listening to customers, NetSuite, Customer Service, Business Intelligence, Account Planning, Territory Development, Territory..., Territory Expansion, Territory Penetration, Territory Alignment, ERP Software, Salesforce.com, Work Management, Workflow, Collaboration
Education
Concordia University 1994 — 2000
JFK Business Center 1995 — 1997
DEP
Vanier College 1992 — 1994
DEC
John F. Kennedy Highschool
John F. Kennedy Highschool
Scripps Networks Interactive December 2014 - Present
Blue Cross Blue Shield Association September 2014 - November 2014
Medifast, Inc January 2014 - August 2014
TransCanada September 2012 - December 2013
Standard Life Investments June 2012 - August 2012
TEKsystems October 2011 - May 2012
Lorillard Tobacco Company March 2011 - September 2011
TransCanada October 2008 - May 2011
UBS Investment Bank March 2006 - October 2008
Scotiabank April 1998 - February 2006
Skills
User Acceptance Testing, Quality Assurance, Software Quality..., SDLC, Agile Methodologies, Requirements Analysis, Testing, Business Analysis, Microsoft SQL Server, Quality Center, Scrum, Test Planning, SQL, Test Cases, Requirements Gathering, JIRA, System Testing, Regression Testing, Waterfall, Agile Project Management, Test Management, Visio, Software Documentation, SharePoint, Test Automation, Defect Tracking, Test Strategy, SoapUI, Rally
Education
Concordia University 1991 — 1997
MA, Sociology
Concordia University 1987 — 1991
BA, Honours Sociology
Vanier College 1984 — 1987
Pure & Applied Science
Loyola High School 1979 — 1984
Scotiabank 2014 - Present
Scotiabank 2008 - 2014
Northstar Trade Finance 2001 - 2008
Skills
Financial Analysis, Credit Risk, Credit, Financial Modeling, Risk Management, Banking, Loans, Credit Analysis, Portfolio Management, Financial Risk, High Net Worth..., Risk Assessment, Operational Risk, Operational Risk..., Wealth Management, Wealth Management..., Scenario Planning, Scenario Analysis, Due Diligence, Operational Due..., Management Due Diligence, Stakeholder Management, Stakeholder Engagement, Stakeholder Analysis, Senior Stakeholder..., Loan Servicing, Team Building, Team Leadership, Team Management, Cross-functional Team..., Team Facilitation, Team Mentoring, Leadership Development, Strategic Leadership, Strategic Planning, Financial Risk..., International Relations, International Business, Private Banking, Financial Services, Financial Markets, Financial Statements, Relationship Management, Relationship Building, Business Relationship..., Long-term Customer...
Education
C.E.S.A. Bogota, Colombia
Post-Graduate Corporate Finance Studies
Colegio de Estudios Superiores de Administración
Bachelor of Science in Business Administration
UBS Financial Services Inc. 1998 - Present
UBS Financial Services Inc. 1998 - Present
Scotiabank 1997 - 1998
Skills
Wealth, Securities, Finance, Investments, Fixed Income, Strategic Financial..., Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Retirement Planning, Financial Planners, Wealth Management..., Banking, Mutual Funds, Investment Advisory, Asset Allocation, Financial Advisory, Estate Planning, Financial Services, Options, Series 7, Financial Markets, Asset Managment, Retirement, Financial Analysis, Capital Markets, Investment Management, Investment Banking, Investment Strategies, High Net Worth..., Bonds
Education
The University of Chicago Booth School of Business 2009 — 2010
CPWA®, Private Wealth Management
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst
College for Financial Planning 2007 — 2008
AWMA®, Accredited Wealth Management Advisor
College for Financial Planning 2006 — 2007
AAMS®, Accredited Asset Management Specialist
College for Financial Planning 2006 — 2007
CRPC®, Chartered Retirement Planning Counselor
Kaplan University 2005 — 2006
RFC®, Registered Financial Consultant, Certificate in Financial Planning, Financial Planning
Canadian Securities Institute 1997 — 1998
FCSI®, Fellow of Canadian Secirities Institute, Investment Management
Canadian Securities Institute 1997 — 1998
PDO, Partners, Directors and Senior Officers Qualifying Examination
Canadian Securities Institute 1995 — 1997
CIM®, Certified Investment Manager, Investment Management
University of Toronto - University College 1989 — 1994
Bachelor of Sciences
Scotiabank November 2009 - Present
Margolin, Winer & Evens LLP November 2008 - May 2009
Sterling Equities November 2006 - October 2008
Skills
Tax, Financial Reporting, Accounting, Auditing, Financial Analysis, GAAP, General Ledger, Tax Preparation, Account Reconciliation, QuickBooks, Valuation, Accounts Payable
Education
Hunter College 2002 — 2005
Bachelor's degree, Accounting
Rogers Communications December 2013 - Present
Exiom Technologies Inc. October 2011 - Present
Teradata December 2010 - August 2011
Exiom Technologies Inc. February 2009 - October 2010
CGI July 2002 - August 2008
Yellow Pages Group December 1999 - July 2002
Scotiabank November 1997 - October 1999
CIBC January 1986 - November 1997
Skills
Erwin, Data Analysis, SQL, Program Management, Business Intelligence, Business Analysis, Data Modeling, COBOL, Data Warehousing, SDLC, Software Development, Team Leadership, DB2, Oracle, PMO, Datastage, Requirements Gathering, SAS, Requirements Analysis, Toad, Business Objects, ETL, Teradata, Enterprise Architecture, Data Profiling, Integration, Visio, Documentations, SharePoint, STM, PL/SQL, JCL, Systems Analysis, Solution Architecture, Testing, Business Requirements
Education
Concordia University 1979 — 1982
BComm, Accountancy
Champlain College
DEC, Pure and Applied Science
RBC Dominion Securities November 2014 - Present
Scotiabank December 2011 - October 2014
Banque Laurentienne May 2010 - December 2011
HSBC January 2000 - May 2010
Skills
Financial Analysis, Investments, Loans, Mortgage Lending, Portfolio Management, Risk Management, Credit Analysis
Education
Concordia University 1999 — 2003
Bachelor, International Business/Finance
IQPF
Fin. Pl. Designation
ScotiaBank November 2014 - Present
T.E. Wealth January 2008 - October 2014
Desjardins January 2005 - March 2007
RBC June 1992 - December 2004
Skills
Financial Planning, Tax Preparation, Portfolio Management
Education
Concordia University 1994 — 1998
BCom, Commerce
Jean-de-Brébeuf 1992 — 1994
Bank of America Merrill Lynch July 2015 - Present
Bank of the West December 2014 - July 2015
Bank Of The West December 2005 - December 2014
US Bank January 2003 - December 2005
Scotia Capital January 2001 - January 2003
Scotiabank 1999 - 2001
Scotiabank 1995 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Credit Risk, Banking, Treasury Management, Portfolio Management, Underwriting, Capital Markets, Relationship Management, Cash Management, Lines Of Credit, Financial Analysis, Investments, Financial Modeling, Risk Management, Cross Selling, Syndications, Small Business Lending, Loan Origination, Retail Banking, Commercial Mortgages, Asset Based Lending, Consumer Lending, Private Banking, Finance
Education
City University of Seattle 1997 — 1999
MBA, Marketing
University of Victoria 1989 — 1994
BA, English Literature
Scotiabank January 2005 - Present
TD Canada Trust February 1997 - February 2003
Skills
Retail Banking, Commercial Banking, Consumer Lending, Loans, Credit, Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Commercial Lending, Lines Of Credit, Branch Management
Education
Institute of Canadian Bankers 2005 — 2007
Certificate of Achievement in Advanced Personal Finance, Finance
Canadian Securities Institute 1997 — 1998
CSC, Finance
Concordia University
B.A., Economics
Lockheed Martin January 2015 - Present
Plasco Energy Group June 2012 - January 2015
Scotiabank August 2010 - September 2012
AES September 2008 - August 2010
EcoSecurities 2006 - 2008
Skills
Carbon, Energy Efficiency, Energy, Renewable Energy, Carbon Markets, Environmental Awareness, CDM, Climate Change, Energy Policy, Biomass, Solar Energy, Carbon Management, Sustainable Development, Strategy, Sustainability, Project Finance, Cleantech, Due Diligence, Sustainable Energy, Environmental Policy, Alternative Energy, Waste Management, Financial Modeling, Environmental..., Environmental Compliance, Project Management, Business Development, Management, Business Strategy
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2004 — 2006
Masters of Science, Environmental Engineering
State University of New York College of Environmental Sciences and Forestry 1999 — 2003
BS, Chemistry
GRHS
Création ETC 2015 - Present
Action-3c September 2005 - Present
Railterm Inc December 2012 - September 2014
Laboratoires de Test Enzyme - Enzyme Testing Labs November 2010 - October 2012
Isacsoft June 2006 - June 2008
Bell Business Solutions September 2005 - April 2006
Quebecor World 1997 - 2005
Quebecor World November 1987 - June 1997
Scotiabank March 1983 - March 1984
Skills
Financial Reporting, Business Strategy, Financial Analysis, Start-ups, Strategic Planning, Mergers, Mergers & Acquisitions, Leadership, Finance, Budgets, Forecasting, Strategy, Change Management, Executive Management, Corporate Finance
Education
Concordia University 2001 — 2003
MBA
Université du Québec à Montréal 1980 — 1983
BA, Business
ScotiaMcLeod May 2014 - Present
Scotiabank March 2013 - April 2014
Scotiabank February 2010 - March 2013
ScotiaMcLeod Direct Investing/TradeFreedom October 2009 - February 2010
Skills
Financial Analysis, Credit Analysis, Customer Service, Canadian Securities..., Analysis, Investment Banking, Market Analysis, Return on Investment..., Driving Results, Achieving Results, Pension Funds, Pension Administration, Compliance, Financial Planning, Banking, Mutual Funds, Investments, Finance, Credit, Retirement Planning, Retail Banking, Wealth Management
Education
Concordia University 2005 — 2009
Bachelor, Finance
Dawson College
Dec Pure and Applied Sciences
Scotiabank February 2013 - Present
Skills
Sales, Finance, Team Leadership, Direct Sales, Financial Analysis, Teamwork, Market Analysis, Banking, Investments, Credit, Derivatives, Mortgage Lending, Trading
Education
Concordia University 2010 — 2012
Bachelor of Commerce (B.Com.), Finance, General
CFA Institute
Canadian Securities Institute
Investments and Securities, Derivatives
Public Works and Government Services Canada January 2009 - Present
Scotiabank September 2006 - December 2008
Bell Mobility February 2002 - September 2006
Skills
Banking, Credit, Mortgage Lending, Loans, Portfolio Management, Business Analysis, Customer Service, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Retail Banking, Sales Management, Credit Analysis, Payroll, Process Improvement, Sales, Customer Retention
Education
Concordia University 1998 — 2001
Bachelor, Business Administration
Romanian School of Business 1992 — 1994
Analyst Diploma in Business Management, Business, Management, Marketing, and Related Support Services
BOMBARDIER June 2012 - Present
Bombardier Aerospace February 2012 - June 2012
Scotiabank May 2011 - September 2011
Bank of Montreal May 2010 - November 2010
Maisonneuve Rosemont Hospital, Montreal January 2010 - May 2010
Linen Chest July 2006 - July 2008
Skills
English, Microsoft Office, French, Customer Service, Teamwork
Education
Concordia University 2008 — 2011
Bachelor of Commerce, Finance
champlain college, saint-lambert 2005 — 2008
Diploma of Collegial College Studies, Commerce
Scotia Dealer Advantage February 2015 - Present
Scotiabank February 2014 - Present
Collections July 2011 - December 2013
HSBC 2003 - 2011
Zellers 1988 - 2002
Skills
New Hire Training, Customer Service, Performance Management, Coaching, Retail, Human Resources, Credit Analysis, Team Leadership, Collections, Operations Management
Education
Concordia University 1983 — 1985
B.A., Commerce
Scotiabank October 2012 - Present
National Bank of Canada October 2010 - October 2012
National Bank of Canada November 2007 - October 2010
Skills
Strategic Planning, New Business Development, Project Management, Banking, Credit, Credit Risk, Risk Management, Commercial Banking, Portfolio Management, Retail Banking
Education
McGill University 2009 — 2011
DESS, International Business
Concordia University 1996 — 2000
BAC, Psychology
Champlain College
DEC, Language and Literature
The John F. Kennedy Business Center
DEP in Tourism
Scotiabank April 2014 - Present
Excelian December 2013 - Present
Sharp and Tannan (Goa) August 2010 - August 2012
Actiontec Electronics May 2008 - August 2008
Skills
Data Analysis, Project Management, Financial Modeling, Business Analysis, Derivatives, Management Consulting, Business Strategy, Strategic Planning, Business Planning, Risk Management, Microsoft Excel, Strategy, Finance, Management, Capital Markets, Business Process, Analysis, Financial Analysis, Business Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
Masters of Science, Operations Research
Purdue University 2005 — 2009
Bachelors of Science, Industrial Engineering
Corporate strategy April 2014 - Present
John Molson Competition Committee March 2013 - April 2014
Deloitte September 2011 - April 2014
Scotiabank September 2012 - December 2012
H2o Playground May 2011 - August 2012
Skills
Change Management, Teamwork, Time Management, Business Analysis, Business Strategy, Leadership, Finance, Communication Skills, Problem Solving, Management, Human Resources, Tax, Corporate Finance, Strategic Planning, Entrepreneurship, Entrepreneurial Finance, Case Studies, Use Case Analysis, Project Management, Project Coordination, Presentation Skills, Coaching, Presentation Coaching
Education
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance (major)
Champlain St-Lawrence College 2009 — 2010
Diploma of College Studies, Pure and Applied Sciences, R score: 33 (approx.)
Scotiabank January 2010 - Present
Scotiabank 2007 - 2010
Scotiabank 2001 - 2007
TD Bank Group 1998 - 2001
Equifax Canada 1997 - 1998
BMO 1990 - 1997
Skills
Portfolio Management, Analytics, Credit, Credit Risk, Banking, Credit Analysis, Risk Management, Retail Banking, Financial Risk, Governance, Credit Cards, Basel II, Capital Markets, Financial Modeling, Commercial Banking
Education
Concordia University 1983 — 1987
Bachelor of Commerce (B.Com.), Quantitative Methods
Rosemount High School 1977 — 1980
General Dynamics Corporation January 2015 - Present
Canela Contreras - Abogados December 2013 - July 2014
Biaggi & Messina October 2011 - November 2013
Headrick Rizik Alvarez & Fernández March 2008 - February 2010
Scotiabank May 2006 - January 2008
Castillo & Castillo, Profesionales, S.A. April 2005 - May 2006
Skills
Polyglot: Spanish..., Litigation, Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Microsoft Office, Intellectual Property, Research, Courts, Legal Advice, Contract Negotiation, Mediation, Microsoft Excel, Employment Law, Microsoft Word, Public Speaking, Personal Injury, Appeals, Mergers & Acquisitions
Education
Georgetown University Law Center 2014 — 2015
Master of Laws in Taxation, Candidate
Columbia University in the City of New York 2011 — 2011
Diploma in English for Professional Purposes: Law.
Université Panthéon Assas (Paris II) 2010 — 2011
Diplôme Supérieur d'Université (Master in Civil Law)
Pontificia Universidad Católica Madre y Maestra 2003 — 2008
Licenciado en Derecho (J.D. equivalent)
Scotiabank June 2015 - Present
Scotiabank September 2014 - June 2015
Scotiabank October 2012 - September 2014
Cyberview Technology Inc December 2009 - December 2011
Scotiabank June 2011 - October 2011
Scotiabank December 2007 - May 2011
Skills
Credit, Deposits, Financial Analysis, Banking, Cash Management, Customer Service, Forecasting, Cash, Microsoft Excel, Credit Analysis, Accounting, Credit Cards, Sales, Finance, Payments, Accounts Receivable, Retail Banking, Account Management, Accounts Payable, Outlook
Education
Concordia University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
PNC Bank 1990 - Present
Scotiabank 1987 - 1990
Bank One, Cleveland 1985 - 1987
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Risk, Loans, Middle Market, Portfolio Management, Relationship Management, Small Business Lending, Consumer Lending, Lines Of Credit, Loan Origination
Education
Cleveland State University 1983 — 1985
MBA, Finance
John Carroll University 1979 — 1983
BSBA, Finance
St. Ignatius High School 1976 — 1979
Aviva Canada July 2012 - Present
Aviva Canada March 2010 - July 2012
Aviva Canada December 2005 - February 2010
Canada Life 1999 - 2005
Scotiabank 1996 - 1999
Skills
Financial Analysis, Insurance, Process Improvement, Managerial Finance, Change Management, Strategic Planning, Risk Management, Strategic Financial..., Project Management, Internal Controls, Finance, Finance Transformation, SDLC, Business Analysis, Business Process..., Management, Financial Modeling, Analysis, Financial Reporting, Financial Services, Business Process, Vendor Management, Financial Risk, Governance, Financial Planning
Education
Concordia University
B. Comm, MIS
ISS Hockey August 2015 - Present
BestHockey.ca March 2015 - Present
Dawson Men Hockey- Collegial AAA February 2015 - Present
Scotiabank January 2013 - May 2013
Le Château May 2012 - September 2012
Scotia McLeod September 2011 - April 2012
Skills
Teamwork, Microsoft Office, Customer Service, Time Management, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Leadership, Marketing
Education
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Major Finance & Minor Financial Reporting
Marianopolis College 2008 — 2010
DEC Commerce, Commerce
Loyola High School 2003 — 2008
High School Diploma
Scotiabank April 2011 - Present
AGF Management Limited January 2011 - March 2011
Education
Concordia University 1984 — 1987
BA, History
Financière Banque Nationale December 2014 - Present
Scotiabank April 2013 - December 2014
Scotia iTRADE August 2011 - April 2013
Skills
Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Teamwork, Financial Modeling, Portfolio Management, Mutual Funds, Investments, Customer Service, Banking, Microsoft Word, PowerPoint, Data Analysis, French, Market Research, Derivatives, Research, Sales, Accounting, Investissements
Education
Canadian Securities Institute 2014 — 2015
Financial Planning, Banking, Corporate, Finance, and Securities Law
Canadian Securities Institute 2012 — 2013
CSC - Canadian Securities Course, Banking, Corporate, Finance, and Securities Law
Canadian Securities Institute 2012 — 2013
CPH - Conduct & Practice Handbook, Wealth Management and Financial Planning
2007 — 2011
Bachelor, Commerce, Major International Business
Cegep André Grasset 2004 — 2007
DEC, Communications & Sciences Humaines
Richter April 2010 - Present
Deloitte Canada September 2005 - April 2010
Great-West Life and Annuity Insurance Company 2001 - 2005
Alpnet January 2000 - April 2001
Scotiabank September 1999 - December 1999
Skills
Translation, Proofreading, French
Education
Université de Montréal 1997 — 1999
Masters, Arts and sciences
Concordia University 1994 — 1997
B.A., Arts and sciences
Scotiabank 2011 - 2015
Education
Concordia University 2005 — 2009
Commerce, Finance
Scotiabank January 2009 - Present
Scotiabank April 2002 - January 2009
Education
Centennial College 2006 — 2008
Project Management
Concordia University 1982 — 1986
BSc, Computer science
Dawson College, 1979 — 1982
Diploma, Data Processing - MIS
Scotiabank
Skills
Translation, English, French, Spanish, Proofreading
Education
Université de Montréal 1985 — 1987
Master's of Translation, French-to-English Translation
Concordia University 1984 — 1985
Graduate Diploma, Translation
University of Toronto 1979 — 1982
Bachelor of Arts (B.A.), French Language
Scotiabank July 2012 - Present
FINRA May 2009 - July 2012
UBS March 2007 - January 2009
Deutsche Bank May 2004 - March 2007
Winston & Strawn LLP April 1999 - April 2002
Milbank, Tweed, Hadley & McCloy LLP April 1997 - March 1999
Education
New York Law School 1992 — 1996
JD, Law
Columbia University in the City of New York 1986 — 1990
BA, Political Science, Comparative Literature
Stuyvesant H.S. 1983 — 1986
J.P. Morgan January 2015 - Present
J.P. Morgan January 2012 - January 2015
J.P. Morgan August 2008 - December 2011
Scotiabank March 2001 - July 2006
Education
Columbia Business School 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1996 — 2001
Bachelor of Arts (B.A.), Economics
Scotia iTRADE 2015 - Present
Scotiabank October 2014 - Present
Scotiabank April 2012 - Present
Sun Life Financial June 2011 - September 2011
Skills
Banking, Retail Banking, Credit, Mutual Funds, Credit Analysis, Credit Risk, Commercial Banking, Loans, Mortgage Lending, Portfolio Management, Relationship Management, Risk Management, Investments, Bloomberg, Derivatives
Education
Concordia University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Concordia University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3rd year
Scotiabank February 2007 - August 2010
Education
Collin County Community College 2011 — 2013
Universidad Nacional Autonoma de Mexico 2000 — 2004
Licentiate degree, Ciencias políticas y gobierno
See "Organizations" below 2008 - Present
Scotiabank 1997 - 2008
National Trust 1994 - 1997
Clewes & Company 1992 - 1994
MacLaren:Lintas Advertising 1987 - 1992
Foote, Cone & Belding Advertising 1983 - 1987
Norman, Craig & Kummel Advertising 1981 - 1983
TD 1973 - 1981
101st Airborne Division, US Army, Vietnam 1969 - 1970
Skills
Strategic Planning, Management, Leadership, Marketing, Strategy, Team Leadership, Banking, Mutual Funds, Marketing Strategy, Public Speaking
Education
University of Toronto 1971 — 1973
Military History
University of Toronto 1970 — 1971
MA, British Imperial History
Columbia University in the City of New York 1964 — 1968
BA, History
Phillips Exeter Academy 1962 — 1964
High School
Scotiabank January 2015 - Present
Scotiabank January 2015 - Present
Education
Collège La Cité 2000 — 2002
Planification et services financiers