Standard Life Investments
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Standard Life Investments Employees
Unigestion June 2014 - Present
Hexavest September 2012 - June 2014
HSBC Asset Management August 2008 - March 2012
HSBC Asset Management September 2004 - August 2008
Standard Life Investments January 1999 - September 2004
Skills
Investment Strategies, Pension Funds, Pensions, Institutional..., Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Wealth Management, Investment Management
Education
Sherbrooke University 1994 — 1998
Masters degree, Marketing
Standard Life Investments April 2013 - Present
Lee Munder Capital Group December 2010 - March 2013
Fidelity Investments June 2009 - November 2010
Wilmington trust 2009 - 2009
Eaton Vance January 2007 - December 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Suffolk University
Women in Business Conference @ HBS
Edelman Financial Services October 2011 - Present
Ignis Asset Management May 2009 - August 2011
Morgan Stanley Investment Management March 2003 - May 2009
Standard Life Investments March 1999 - March 2003
Education
The University of Glasgow 1994 — 1999
Master's Degree, Management Studies
Standard Life Investments July 2015 - Present
Standard Life Investments May 2013 - May 2015
Fidelity Worldwide Investment January 2011 - May 2013
Fidelity International September 2009 - January 2011
Skills
Investments, Mutual Funds, Account Management, Asset Management, Financial Services, Pensions, Investment Management, Relationship Management
Education
Kingston University 2005 — 2009
BA (Hons), Business Management
California State University-East Bay 2007 — 2008
Business Studies & Spanish
Reigate College
Effingham Public Library January 2009 - Present
Standard Life Investments July 1996 - September 2001
Northern Ireland Tourist Board (Business Tourism Unit) May 1994 - June 1996
Skills
Public Speaking, Marketing, Social Media
Education
Chartered Institute of Marketing 1992 — 1993
DipM, Marketing
Ulster University 1988 — 1992
B.A. Hons., European Business Studies with French
Universite de Liege 1990 — 1990
Erasmus, International Business
INSA Lyon 1989 — 1989
Summer School, International Business
OCC May 2013 - Present
Solo Cup Company February 2012 - April 2013
Standard Life Investments May 2011 - August 2011
Skills
French, Bulgarian, Microsoft Office, Eviews, Thomson One, Risk Management, Bloomberg, Derivatives, Financial Markets, Options, SAP, Essbase, Econometrics, Microsoft Excel, Pricing Analysis, Financial Analysis, Economics, Finance
Education
The University of Edinburgh 2010 — 2011
Master of Science, Finance and Investment
Lake Forest College 2007 — 2010
Bachelor of Arts, Magna Cum Laude, Economics, International Relations
Standard Life Investments March 2014 - Present
DNV GL January 2013 - February 2014
DNV KEMA Energy & Sustainability September 2012 - December 2012
DNV KEMA Energy & Sustainability June 2012 - September 2012
Rohi Children's Organization May 2010 - August 2010
Starbucks November 2005 - May 2009
Skills
Marketing, Marketing Communications, Microsoft Office, Social Media, PowerPoint, Outlook, Budgets, InDesign, Proofreading, Organizing Meetings, Oracle, SalesForce, Travel Management
Education
Evangel University 2006 — 2010
Bachelor of Business Administration, Major: Marketing, Minor: Spanish, 3.7 GPA
Deloitte Canada February 2015 - September 2015
International Financial Data Services Canada March 2011 - February 2015
Standard Life Investments March 2008 - March 2011
Mackenzie Investments June 2007 - March 2008
M.R.S. Trust Inc September 2005 - June 2007
M.R.S. Trust Company December 2001 - September 2005
Skills
Investments, Sales Operations, Mutual Funds, Financial Services, Sales, Fixed Annuities, Marketing, Asset Management, Wealth Management, Equities, Insurance, Budgets, Strategic Financial..., Banking, Management, Business Development, Finance, Leadership, New Business Development, Financial Planning
Education
IFSE
Segregated Funds Course
University of Toronto
Introduction to Project Management
University of Toronto
Business & Media Writing Course
University of Toronto 2008 — 2009
Professional Selling & Sales Management Certificate
Independent Mortgage Brokers Association
Mortgage Agent Course
Centennial College 2003 — 2006
Financial Services Diploma
IFIC
Mutual Fund License
Standard Life Investments November 2007 - Present
Lehman Brothers February 2005 - October 2006
Dreyfus Corp January 2004 - January 2005
Skills
Portfolio Management, Equity Research, Investments, Valuation, Financial Modeling, Equities, Mutual Funds, Capital Markets, Financial Analysis, Hedge Funds, Derivatives
Education
Wharton 1996 — 1998
MBA, Finance
Harvard College 1989 — 1993
BA, Economics
Manulife Asset Management February 2015 - Present
Société pour les enfants handicapés du Québec Quebec Society for Disabled Children 2012 - Present
Easter Seals Canada September 2014 - Present
Standard Life Investments June 2014 - February 2015
Standard Life Investments August 2013 - June 2014
Banque Laurentienne 2011 - 2013
Banque Laurentienne 2007 - 2011
BMO Financial Group 1997 - 2007
Skills
Business Strategy, Portfolio Management, Banking, Finance, Investments, Commercial Banking, Retail Banking, Business Analysis, Investment Banking, Marketing Strategy, Product Development, Product Management, Management, Financial Analysis, Credit, Coaching, Product Marketing, Mutual Funds, Risk Management, Team Management, Corporate Finance, Project Management
Education
Université du Québec à Montréal
Cert., Planification Financière
ICVM CSI
Cours sur les valeurs mobilières Canadian Securities Course
1997 — 2000
Bachelor, Business administration/Finance
Standard Life Investments May 2012 - April 2013
Capital Group February 1998 - October 2010
The Ritz-Carlton Hotel Company L.L.C. July 1994 - February 1998
The Walt Disney Company January 1992 - September 1994
Skills
Talent Management, Employee Engagement, Coaching, Leadership Development, Employee Relations, Talent Acquisition, Human Resources, Leadership, Organizational..., Management Consulting, Onboarding, Change Management, Succession Planning, Strategy, Executive Coaching, Performance Management, Team Building, Training, HR Consulting, HR Policies, Team Management, Hiring, Recruiting, Employee Training, Interviews, Learning and Development, HR Business Partnering, Employer Branding, Crisis Management, Idea Creation, Organizational..., Organizational Design, Employment Law, Organizational Change, Talent Development, Talent Assessment, HR Transformation, Management Development, Career Development, HR Strategy, Culture Change, Recruitment/Retention, Change Leadership, Interviewing, Executive Development, Global HR, Training Delivery, Workforce Planning, Workshop Facilitation
Education
Henley Business School 2010 — 2014
MSc, Coaching and Behavioural Change
Henley Business School 2010 — 2011
Executive Coaching Certificate, The Henley Coaching Programme
Center For Creative Leadership 2006 — 2006
HR Leaders Programme, Leadership and Change
University of Portsmouth 1989 — 1990
Post Grad Diploma, Human Resource Management
Jarislowsky Fraser Limited September 2013 - Present
Jarislowsky Fraser Limited September 2005 - August 2013
Standard Life Investments September 2003 - September 2005
Skills
Portfolio Management, Mutual Funds
Education
Queen's University 2011 — 2012
MBA
Concordia University 2002 — 2005
Bachelor of Commerce, Finance
Fonds Standard Life HEC Montreal February 2014 - April 2015
Standard Life Investments May 2014 - September 2014
Hydro Québec June 2013 - August 2013
Skills
Derivatives Securities, Portfolio Management, Matlab, VBA, Stochastic Calculus, Econometrics, Fixed Income, Option Pricing, Alternative Investments, Equity Valuation, Bond Valuation, Financial Markets, Bloomberg, Hedge Funds, Risk Management, Financial Statement..., Economics, Project Valuation, Corporate Finance, French, Microsoft Excel, Customer Experience, Investments, Finance, Banking, Analysis, Derivatives, Equities, Financial Modeling, Capital Markets, Financial Analysis, Asset Management, Financial Risk
Education
HEC Montréal 2013 — 2015
Master of Science (M.Sc.), Financial Market
HEC Montréal 2012 — 2013
Graduate Diploma (DESS), Financial Professions
Université du Québec à Rimouski 2009 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
Collège de Maisonneuve
Diploma of College Studies (DCS), Pure and Applied Science
IBM January 2009 - Present
IBM 2002 - 2009
IBM 1996 - 2002
Standard Life Investments 1995 - 1996
IBM Bromont 1991 - 1995
IBM Bromont 1988 - 1991
Skills
Solution Architecture, Enterprise Architecture, SOA, Architecture, IT Strategy, Integration, System Architecture, Business Intelligence, Application Architecture, ESB, Middleware, IT Service Management, Master Data Management, Cloud Computing, Enterprise Software, Technical Architecture, IT Outsourcing, EAI, AIX, Virtualization, Distributed Systems, Team Leadership, Cross-functional Team..., IT Management, Team Management, High Availability, Complex Systems, Mobile Technology, WebSphere Application..., IBM AIX, Architectures
Education
Université de Montréal 1985 — 1988
Bsc, Computer
Standard Life Investments November 2014 - Present
Victory Capital Management January 2013 - October 2014
BMO Global Asset Management, Harris Investments, Inc. June 2007 - June 2012
Harris Investment Management June 2007 - June 2012
Merrill Lynch Investment Managers May 2003 - March 2007
Skills
Alternative Investments, Mutual Funds, Defined Contribution, Endowments, Asset Management, Asset Managment, Asset Management Sales..., Development of..., Equities, Fixed Income, Alternatives, Defined Benefit, Public Plans, Corporate Plans, Foundations & Endowments, Consultants, Western US Focused, Finals Presentations
Education
Pace University
National Bank of Canada May 2014 - Present
Standard Life Investments May 2012 - April 2014
National Bank of Canada August 2011 - May 2012
National Bank of Canada 2008 - 2010
National Bank of Canada 2005 - 2008
Skills
Investments, Mutual Funds, Equities, Bloomberg, Asset Managment, Portfolio Management, Investment Strategies, Asset Management, Business Analysis, Fixed Income, Derivatives, Musicality, Wealth Management, Banking, Finance, Asset Allocation, Financial Analysis, Risk Management
Education
Oxford University - Said Business School 2010 — 2011
MBA
McGill University 2004 — 2008
Doctorate, Music - Performance (organ)
HEC Montreal 2000 — 2005
DESS, Electronic Commerce
Conservatoire de musique de Montréal 2000 — 2002
Master's degree, Organ, Harpsichord, Premier Prix
HEC Montreal 1996 — 1999
BAA, Finance
Standard Life Investments October 2012 - Present
Invesco Ltd. September 2009 - October 2011
State Street Global Advisors August 1989 - July 2009
State Street Global Advisors August 2005 - January 2009
Southeast Relationship Management January 1995 - January 2005
SunTrust Bank 1986 - 1987
Skills
Asset Management, Investments, Equities, Emerging Markets, Alternative Investments, Portfolio Management, Institutional, Thought Leadership, Asset Allocation, Investment Strategies, Fixed Income, Customer Relations, Strategy, Hedge Funds, Investment Management, Asset Managment, Mutual Funds, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
MBA, Finance
Tulane University 1981 — 1985
B.S., Economics
CKG Accounting Services September 2001 - Present
Standard Life Investments January 1998 - January 2009
Standard Life Investments January 1995 - January 1997
Standard Life Investments January 1989 - January 1995
Standard Life Assurance Company January 1987 - January 1989
Standard Life Assurance Company January 1981 - January 1986
Skills
Bloomberg Quote System, Simply Accounting, Financial Statements, Financial Markets..., Accounting, Technical Analysis, FX trading, Business Continuity and..., Microsoft Office, Trading Strategies, Trendline Analysis, Mentoring traders, Bloomberg, Financial Markets, Analysis, Microsoft Excel, Equity Trading, Sage, Trading, Mutual Funds
Education
Concordia University 1977 — 1980
Major, Accountancy
PSP Investments June 2015 - Present
Manulife (acquired from Standard Life) February 2015 - June 2015
Standard Life December 2011 - February 2015
Desjardins November 2010 - November 2011
Standard Life Investments March 2007 - November 2010
Bombardier Aerospace September 2006 - December 2006
Skills
Project Management, Microsoft Project, Business Analysis, Agile Methodologies
Education
Concordia University 2009 — 2013
Master of Business Administration (MBA)
Université du Québec à Montréal 2002 — 2005
Undergraduate, MIS
Standard Life Investments July 2015 - Present
Cadence Capital Management September 2006 - June 2015
Bear Stearns Asset Management January 2002 - September 2007
Loomis, Sayles & Company January 2001 - January 2002
Putnam Investments September 1995 - March 2000
Olympic and Professional Athlete February 1980 - May 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, Asset Management, Investments, Leadership, Management, Marketing, Sales, Strategic Planning
Education
Boston University
Bachelor of Arts (BA), MBA, Business Administration and Management, General
Boston University
Adjunct Professor, Boston Univ. School of Management
Standard Life Investments Senior TraderManulifeJuly 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership, Training, Equity Trading, Equity Derivatives, Negotiation, Technical Analysis, Futures Trading, Professional Experience, Bloomberg, Capital Markets, Investments, Financial Markets, Portfolio Management, Equities, Derivatives, Fixed Income, Asset Management, Hedge Funds
Education
Market Technicians Association 2012 — 2016
Candidate of CMT, Currently working on level 3, Technical Analysis
Canadian Securities Institute 2014 — 2015
Futures Licensing Course
Canadian Securities Institute
Fundamentals of Derivatives
Concordia University
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Manulife April 2015 - Present
Manulife Asset Management February 2015 - April 2015
Standard Life Investments November 2012 - January 2015
TD Insurance July 2011 - November 2012
TD Insurance June 2009 - July 2011
CAE July 2007 - June 2009
Motorola February 2005 - July 2007
Gameloft January 2004 - February 2005
Skills
Project Management, MS Project, Agile Project Management, Agile Methodologies, Scrum, Windows software..., Microsoft .NET, Software Engineering, Engineering Management, .NET, Software Development, Portfolio Management, Program Management, Change Management, Software Project..., Quality Assurance, Requirements Analysis, SOA, PMO, Test Driven Development, SDLC, Integration, Management, Project Planning, Web Applications, Team Leadership, Testing, PMP, Microsoft Project
Education
Université de Sherbrooke 2009 — 2014
Master of Engineering, Engineering Management, M. Eng
Université de Montréal - Ecole polytechnique de Montréal 1998 — 2003
Bachelor of Engineering, Software Engineering, B. Eng
Standard Life Investments April 2012 - Present
Citadel Asset Management November 2010 - November 2011
ING Investment Management February 2001 - November 2010
Cowen & Company May 1994 - October 2000
SEI 1988 - 1994
Skills
New Business Development, Consultant Relations..., Sales and Product..., Asset Management, Institutional, Product Development, Pensions, Capital Markets, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Series 7, Asset Managment, Structured Products, Investments, Equities, Derivatives, Relationship Management, Asset Allocation, Investment Management, Portfolio Management, Mutual Funds, Strategy, Institutional..., Investment Advisory, Securities, Bonds, Fund Of Funds, Leadership
Education
Syracuse University 1981 — 1985
B.A, Maxwell School of Citizenship and Public Affairs
Roslyn High School 1977 — 1981
High School
Standard Life Investments 1994 - June 2015
Air Canada 1980 - 1994
Skills
Equities, Structured Finance, Capital Markets, Fixed Income, Asset Managment, Bonds, Investments, Bloomberg, Treasury, Portfolio Management, Asset Management, Derivatives, Financial Analysis, Financial Markets, Investment Banking, Trading, Securities
Education
McGill University 1979 — 1980
MBA, Finance and Operations Research
McGill University 1975 — 1978
Master of Science (M.Sc.), Chemistry
Standard Life Investments 2003 - June 2015
Optimum Asset Management 2001 - 2003
Optimum Asset Management 1996 - 2001
Domtar pension fund 1992 - 1996
Societe Nationale de Fiducie 1988 - 1992
Trust General & Gentrust Investments 1985 - 1988
Skills
Fixed Income, Investments, Investment Strategies, Equities, Asset Management, Portfolio Management, Asset Allocation, Bloomberg, Capital Markets, Wealth Management, Derivatives, Mutual Funds, Financial Markets, Bonds, Risk Management, Investment Management
Education
Université de Montréal 1983 — 1985
MSc, Economics
McGill University 1978 — 1982
BA, Economics
College de Montreal 1971 — 1976
Ned Davis Research February 2014 - Present
OwnerIQ, Inc. July 2013 - January 2014
Standard Life Investments September 2012 - February 2013
Lynch & Associates January 2010 - January 2012
OpenAir June 2008 - November 2009
Skills
SaaS, Salesforce.com, Account Management, CRM, Enterprise Software, Financial Analysis, Manage Client..., Bank Reconciliation, Financial Accounting, Accounts Receivable, Accounts Payable, Stress Testing, Financial Reporting, Reporting & Analysis, PowerPoint, Microsoft Excel, Long-term Customer..., Business Relationship..., Sales, QuickBooks, Financial Modeling, Idea Generation, Leadership, NetSuite, Start-ups, Finance, Data Analysis, Accounting, Lead Generation, Strategy, Bloomberg
Education
College of the Holy Cross 2004 — 2008
PSP Investments January 2009 - Present
Standard Life Investments September 2001 - December 2008
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Portfolio Management, Bonds, Financial Markets, Trading, Investments
Education
CFA Institute 2003 — 2006
CFA, Finance
Concordia University 1997 — 2000
Bachelor of Commerce (B.Com.), Finance, General
CEGEP - John Abbott College 1995 — 1997
Commerce
Standard Life Investments January 2014 - Present
SAMS Inc (Stragety and Management Services) October 2012 - September 2013
Blackstone Technology Group July 2011 - November 2012
STG June 2010 - October 2011
Lockheed Martin 2010 - 2011
Apex Systems 2009 - 2010
Skills
Windows 7, VMware, SCCM, Active Directory, Blackberry Enterprise..., Bloomberg, Cisco VoIP, BMC Remedy, Blackberry, Printers, Teamwork, Laptops, Leadership, Microsoft Office 2010, Technical Support, Networking, Troubleshooting, iOS, Cisco VPN, Juniper, LAN-WAN, WiFi, PFPS (Portable Flight..., Desktop Computers, TMT, Dameware, FTP, GoodReader, ForeFlight, Charles River IMS, VDI, Roaming
Education
Strayer University 2013 — 2015
Bachelor's degree, Cyber Security
TESST College of Technology-Baltimore 2006 — 2008
Associate's degree, Computer Science
Standard Life Investments February 2015 - Present
Standard Life Investments March 2014 - January 2015
Aurion Capital Management Inc. May 2009 - February 2014
Fidelity Investments March 2004 - December 2007
UBS Global Asset Management Canada (formerly RT Capital Management) September 1985 - September 2003
Skills
Investment Strategies, Wealth Management, Asset Allocation, Institutional Sales, Strategic Financial..., ETFs, Portfolio Management, Retirement, Private Equity, Financial Markets, Financial Services, Equities, Alternative Investments, Risk Management, Financial Advisory, Valuation, Investments, Mutual Funds, Securities, Business Development, Fixed Income, Financial Modeling, Capital Markets, Retirement Planning, Investment Banking, Investment Advisory, Defined Benefit, Hedge Funds, Bonds
Education
The University of Western Ontario - Richard Ivey School of Business 1982 — 1984
BA, Honors Business Administration
Huron University College 1980 — 1982
National Bank Investments April 2013 - Present
Desjardins April 2010 - April 2013
Standard Life Investments August 2006 - April 2010
Standard Life Investments August 2002 - August 2005
Standard Life May 2000 - August 2002
Skills
Investments, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Strategic Financial..., Portfolio Management, Asset Managment, Bloomberg, Financial Analysis, Retirement Planning, Retirement, Equities, Alternative Investments, Fixed Income
Education
Université du Québec à Montréal / UQAM 1996 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
John Abbott College 1992 — 1994
Business administration, Mathematics
Banque Nationale March 2015 - Present
Banque Nationale Courtage direct February 2012 - March 2015
Banque Nationale February 2007 - February 2012
BMO, Banque privée Harris 2005 - 2006
Standard Life Investments 2001 - 2004
Korn/Ferry International 1999 - 2001
Cadillac Fairview 1996 - 1999
Desjardins Ducharme 1993 - 1996
Skills
gestion stratégique, executive leadership, développement des..., coaching et formation, services financiers, placements, fonds mutuels, conférencière, Team Leadership, gestion de patrimoine, planification financière
Education
Institut québécois de planification financière
Planificateur financier
Université de Montréal - HEC Montréal 1996 — 2001
MBA, administration
École du Barreau 1993 — 1994
Avocate, droit des affaires
Université Laval 1990 — 1993
Baccalauréat en droit
Standard Life Investments November 2014 - Present
Wedding Circle July 2007 - Present
Notary Public June 2006 - Present
Acadian Asset Management August 2005 - September 2010
State Street September 1985 - June 2003
Skills
7+ years as Executive..., Notary Public, Security Compliance, Leadership, Training, Accounting, Investments
Education
Northeastern University 2003 — 2003
Certification, Paralegal
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
certification, Pension Administration, Taxation
Massasoit Community College 1981 — 1999
Accounting Major/Business Management
Self-employed January 2002 - Present
Denver Apartment Solutions, LLC. January 2002 - Present
Standard Life Investments January 1997 - December 2001
Skills
25 years..., Successful Business..., Operational Excellence, Client Development, Client Relations Skills, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Property, Real Estate Transactions, Commercial Real Estate, tennant selection, Business Development, Business Planning, Business Process..., Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Financial Risk, Strategic Financial..., Multi Tasking
Education
London Business School 1999 — 2000
Investment Mangement, All aspects of portfolio management and investment appraisal
The University of Sheffield 1988 — 1989
Master of Business Administration (MBA), General Management, First
The University of Salford 1983 — 1986
BSc. Economics, Financial and theoretical ecomonics, Second
Manulife Asset Management July 2015 - Present
Standard Life Investments February 2014 - Present
Standard Life Investments March 2008 - February 2014
HSBC 2007 - 2008
Education
Concordia University 2003 — 2006
Bachelor of Commerce, Finance
ESSCA Budapest
BCA Research April 2014 - Present
SS&C Technologies July 2013 - April 2014
Standard Life Investments January 2012 - May 2012
TD Asset Management May 2011 - August 2011
Bank of America February 2007 - October 2008
Sitel September 2005 - January 2007
Skills
Financial Modeling, Bloomberg, Capital IQ, Excel, Microsoft Excel, Equity Research, Credit Analysis, Investments, Financial Analysis, Equities, Teamwork, Corporate Finance, Finance, Capital Markets, Asset Management
Education
Concordia University 2009 — 2013
Bachelor of Commerce, Finance Major
Sony Music Entertainment June 2013 - Present
Sony Music Entertainment May 2012 - May 2013
NYU Stern School of Business August 2011 - May 2013
Standard Life Investments June 2008 - July 2011
American Express Bank June 2006 - June 2008
American Express Bank September 2004 - June 2006
American Express Bank September 2003 - September 2004
Skills
Business Analysis, Finance, Private Banking, Financial Modeling, Strategy, Financial Analysis, Corporate Finance, Data Analysis, Analytics, Business Strategy, Competitive Analysis, Project Management, Strategic Planning, Analysis, Business Development, Investment Banking, Due Diligence, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Media & Entertainment, Strategy
Heriot-Watt University 1999 — 2003
Master of Arts (M.A.), Accounting and Finance
Granahan Investment Management August 2014 - Present
Standard Life Investments November 2012 - August 2014
Baring Asset Management 2006 - 2011
Chartwell Investment Partners 2001 - 2005
Equinox Capitol Management 1998 - 2001
Templeton Investment Counsel 1994 - 1998
SEI Corporation 1990 - 1994
Skills
Institutional, EAFE Strategies, Emerging Markets, Consultant Relations, Product Rationalization, Equities, Asset Allocation, Alternative Investments, Business Development, Strategy, Investment Advisory, Investments, Institutional..., Finance, Asset Management, Hedge Funds
Education
University of Pennsylvania 2004 — 2014
Master of Science, Organizational Dynamics
Fordham University 1986 — 1990
Bachelor of Science, Finance
devon prep 1982 — 1986
Diploma
Fiera Capital Corporation June 2014 - Present
Sectoral Asset Management October 2012 - March 2014
Standard Life Investments April 2008 - September 2012
State Street Global Advisors April 2005 - March 2008
State Street Global Advisors October 1999 - March 2005
Education
John Molson School of Business
Graduate Diploma in Business Administration
Concordia University
Certificate in Object-Oriented Programming
CFA Institute
Chartered Financial Analyst
Standard Life Investments February 2014 - Present
Standard Life Investments December 2008 - February 2014
Caisse centrale Desjardins July 2004 - November 2008
Hydro-Québec 2001 - 2004
HEC Montreal 1996 - 2002
Skills
Derivatives, Interest Rate Swaps, Commodity Markets, Fixed Income, Risk Management, Bloomberg, Market Risk, Portfolio Management, Investments, Charles River IMS, LDI, Hedging, Trading, VBA, Microsoft Excel, Bond Markets, Futures Trading
Education
HEC Montréal 1996 — 2001
Masters, Financial engineering
Manulife Asset Management February 2015 - Present
Standard Life Investments August 2013 - January 2015
Standard Life June 2009 - August 2013
Optimum Actuaires & Conseillers inc January 2006 - June 2009
Skills
Retirement, Defined Benefit, Actuarial Science, Pensions, Investments, Mutual Funds, Retirement Planning, Asset Managment, Wealth Management, Portfolio Management, ALM, Financial Risk, Gestion des risques, Avantages sociaux, Gestion de portefeuilles, Stratégie..., Investissements
Education
2002 — 2005
Baccalauréat, Actuariat
Séminaire St-François 1993 — 1998
Standard Life Investments November 2014 - Present
Acadian Asset Management January 2013 - October 2014
Aon Hewitt March 2012 - January 2013
Aon Corporation September 2009 - March 2012
Rocaton Investment Advisors, LLC June 2008 - March 2009
Matte & Company September 2007 - June 2008
Skills
Outlook, Excel, Word, Bloomberg, Access, Analysis, Investment Strategies, Equities, Data Analysis, Fixed Income, Microsoft Excel, Asset Allocation, Finance, Microsoft Word, Mutual Funds, Portfolio Management
Education
Sacred Heart University 2004 — 2008
Bachelor of Arts, Finance, and Business Economics
Dennis Yarmouth Regional High School 2000 — 2004
EY October 2014 - Present
Ernst & Young January 2013 - October 2014
KinéConcept Montréal June 2012 - December 2012
Comité Promotion 2012 September 2011 - June 2012
Aldo Group September 2007 - December 2010
Standard Life Investments 2010 - 2010
Education
Université de Montréal - HEC Montréal 2013 — 2014
D.E.S.S, Public Accounting
Université de Montréal - HEC Montréal 2009 — 2012
B.A.A, Professional accounting (CA)
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Bachelor, International relations
Collège André-Grasset 2007 — 2009
DEC, Business Administration and Management, General
FINCAD July 2013 - Present
Sally Barnes Consulting March 2013 - Present
ACL Services Ltd. 2011 - 2013
ACL Services Ltd. 2009 - 2011
ACL Services Ltd. 2007 - 2009
ACL Services Ltd. 2003 - 2007
Standard Life Investments 2002 - 2003
KPMG Consulting 1997 - 2001
Morgan Stanley 1998 - 2000
Citibank 1992 - 1997
Skills
SaaS, Business Intelligence, Change Management, Cloud Computing, ERP, Business Process, Software Project..., Business Process..., Business Analysis, Solution Selling, Consulting, Risk Management, Financial Services, Data Analysis, Project Management, Business Development, Practice Management, Leadership, Continuous Monitoring, Performance Improvement, Team Leadership, Coaching & Mentoring, Retail Brokerage, Investment Management, Derivatives Trading, Foreign Exchange, Investment Banking, Business Strategy, Solution Development, Enterprise Risk..., Professional Services, New Business Development, Enterprise Software, Management, Salesforce.com, Analytics, Selling, Team Building, Pre-sales, Sales
Education
Wirtschaftsuniversität Wien
Queen's University
Master of Business Administration (M.B.A.)
University of Alberta
Bachelor of Commerce (B.Com.)
Archbishop MacDonald High School
Laurentian Bank Securities July 2012 - Present
Natcan Investment Management August 2011 - April 2012
Montrusco Bolton Investments December 2004 - November 2009
Montrusco Bolton Investments December 2004 - September 2005
Standard Life Investments 2003 - 2004
Skills
Investments, French, Portfolio Management, English, Asset Management, comm, Marketing Communications, Corporate Communications, Financial Markets, Alternative Investments, Trading, Asset Managment, Business Analysis, Business Development, Management Consulting, Asset Allocation, Corporate Finance, Fixed Income, Bonds, Bloomberg, Equities, Analysis, Capital Markets
Education
Université de Montréal - HEC Montréal 2009 — 2010
MBA, Finance - Negotiation - Marketing
CSI institute 2006 — 2006
CSI certification, Finance
Concordia University 2001 — 2004
B.comm, Finance
John Abbott College
Standard Life Investments September 2008 - January 2009
Fidelity Investments May 2006 - October 2007
Pyramis Global Advisors 2006 - 2007
Wellington Management Company 2001 - 2006
Wellington Management Company 2001 - 2006
MGC, Inc. January 1999 - April 2001
Education
Simmons College 2002 — 2007
MCM, Communications Management
University of Massachusetts Boston
BA, English
TD Asset Management June 2012 - Present
Aviva Investors (Morley Fund Management) July 2008 - June 2012
Standard Life Investments September 2006 - August 2008
CIBC Asset Management October 2004 - September 2006
Skills
Hedge Funds, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Investment Management, Mutual Funds, Equities, Valuation, Financial Analysis, Equity Research, Derivatives, Fund Of Funds, Financial Advisory, Bonds, Wealth Management, Investments, Financial Markets, Investment Advisory, Structured Products
Education
Concordia University 2004 — 2006
Master of Business Administration (MBA), Finance
Concordia University 2001 — 2004
Bachelor, Major Finance and Minor Economics
Standard Life Investments December 2010 - May 2013
Thomson Reuters August 2010 - October 2010
Dynamic Funds September 2004 - April 2009
Dynamic Funds July 2001 - September 2004
Primerica June 1993 - July 2001
Unique Life & Fitness Products 1991 - 1992
Skills
Training, Analysis, Mutual Funds, Project Management, Strategy, Financial Services, Investments, Securities, Asset Management, Management, Customer Service, Sales, Marketing, Microsoft Office, Insurance, Database Administration, Call Centers, Needs Analysis, Siebel, Retail, English, E-Learning
Education
Concordia University 1987 — 1991
Commerce - Marketing
Vanier College 1984 — 1987
DEC, Social Sciences - Commerce
bialik
Standard Life Investments April 2015 - Present
ITG September 2013 - March 2015
DST Global Solutions November 2011 - September 2013
Wayfair June 2010 - November 2010
Skills
Business Analysis, Management, Project Management, Microsoft Word, Microsoft Excel, Access, CRM, SQL, Data Analysis, Unix, Microsoft Office, Sybase SQL Anywhere, Client Relations Skills, Quality Assurance, System Testing, Lotus Notes, Application Support, Troubleshooting, Customer Service, Analysis, PowerPoint, Consulting, Research
Education
Clark University 2006 — 2010
Bachelor of Arts, Business Management, International Relations
American University 2008 — 2009
International Business
Catholic Memorial High School 2001 — 2006
CBRE Canada October 2013 - Present
Self Employed January 2007 - September 2014
Standard Life Investments May 2012 - December 2012
at McGill University September 2011 - May 2012
Skills
Financial Analysis, Communication Skills, Microsoft Office, Analytical Skills, Research, Public Speaking, Data Analysis, Works well in a team, Teaching, Work Well Independently
Education
McGill University 2009 — 2012
BComm, Finance
Dawson College 2007 — 2009
Diplôme d'Études Collégiales, Commerce
Desjardins Global Asset Management January 2014 - Present
Standard Life Investments Inc. 2011 - 2013
Standard Life Investments 2008 - 2011
Standard Life Investments 2004 - 2008
Standard Life Investments 2000 - 2004
Alain Guillmet et Associes 2000 - 2000
TD Canada Trust 1999 - 2000
Royal Bank of Canada 1998 - 1999
Royal Trust/Royal Bank 1994 - 1998
Skills
Asset Management, Investments, Mutual Funds, Portfolio Management, Relationship Management, Business Strategy, Business Development, Employee Management, Employee Engagement, Strategy, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Finance, CRM, Wealth Management, Hedge Funds, Fixed Income, Financial Services, Equities, Investment Advisory
Education
Association for Invesment Management and Research 1996 — 1998
CFA
Concordia University 1989 — 1992
B. Comm., Finance Major
Canderel February 2013 - June 2015
Arcturus Realty (SNC-Lavalin O&M) December 2011 - February 2013
Sobeys October 2009 - September 2011
Busac Immobilier June 2007 - October 2009
Standard Life Investments May 2004 - June 2007
Fédération des Caisses Populaires Desjardins December 2002 - April 2004
CN March 1998 - December 2002
CN September 1997 - February 1998
Léonard, Chevalier, Bernard (Altus Group) 1994 - 1996
Skills
Property Management, Corporate Real Estate, Gestion immobilière, Lease Administration, Real Estate, Tenant, Immobilier, Gestion des baux, Facilities Management, Commercial Real Estate, Landlords, Immobilier d'entreprise, Contract Management, Immobilier commercial, Locataire, HVAC, Shopping Centers
Education
BOMI institute 2004 — 2010
Real Property Administrator (RPA)
Université du Québec à Montréal 2000 — 2004
Certificat en gestion immobilière
École de technologie supérieure 1994 — 1999
Certificat en gestion de la construction
Cégep de Drummondville 1990 — 1994
Diplôme d'études collégiale, Estimation et évaluation immobilière et foncière
André-Grasset
Standard Life Investments January 1989 - June 2015
Skills
Investments, Portfolio Management, Risk Management, Financial Services, Financial Analysis, Asset Management, Business Analysis, Finance, Equities, Strategic Planning, Financial Modeling, Mutual Funds, Capital Markets, Valuation, Relationship Management, Wealth Management, Securities
Education
McGill University 1986 — 1988
Master of Business Administration (M.B.A.), Finance, General
Carleton University 1980 — 1981
Master’s Degree, International Relations and Affairs
University of Oxford 1976 — 1979
Master of Arts (M.A.), Philosophy, Politics and Economics
Selwyn House School
Standard Life Investments June 2015 - Present
Education
University of Rhode Island 2001 — 2005
Bachelor of Arts in Communication Studies, Communications, Business, Cum Laude
Queensland University of Technology 2004 — 2004
Study Abroad
Marshwood High School 1997 — 2001
Point-2-Point DMC and Special Events Services January 2000 - Present
Incentive Houses 2000 - Present
Point-2-Point DMC January 2000 - April 2011
Standard Life Investments 2005 - 2006
Canadian Armed Forces 1980 - 1998
Skills
Corporate Events, Event Planning, Event Management, Trade Shows, Fundraising, Marketing Communications, Direct Marketing
Education
Concordia University
Social sciences
Doherty & Associates Investment Counsel Senior Vice-PresidentDoherty & Associates1998 - Present
Standard Life Investments 1988 - 1998
Domtar Pension Fund 1984 - 1988
Education
Concordia University
Master of Business Administration (M.B.A.), Finance
McGill University
Bachelor of Commerce (B.Com.), Economics and Finance
Standard Life Investments October 2013 - Present
John Hancock Funds 2011 - 2013
John Hancock Funds, LLC 2005 - 2011
John Hancock Funds 2002 - 2005
John Hancock Funds 1999 - 2002
John Hancock Funds 1998 - 1999
Genesys Software Systems 1997 - 1998
Manulife Financial (formerly North American Security Life) 1994 - 1997
North American Security Life 1990 - 1994
Skills
product positioning, advertising and..., Ability to build..., Positioning, Series 7, Product Marketing, Complex Project..., Alternative Investments, Mutual Funds, Investments, Asset Allocation, Wealth Management, Competitive Analysis, Series 63, Strategy, Series 6, Financial Services, Asset Managment, Business Development, Equities, Fixed Annuities, Retirement, Strategic Communications, Integrated Marketing, Asset Management, Portfolio Management, Securities, Investment Advisory
Education
Suffolk University
MBA, Finance
University of New Hampshire
BA, Psychology
College of Financial Planning
Chartered Retirement Planning Counselor (CRPC)
MEDITECH February 2014 - Present
MEDITECH February 2013 - January 2014
MEDITECH September 2010 - January 2013
Standard Life Investments August 2010 - September 2010
Skills
Imaging & Therapeutic..., Software Implementation, EHR, Software Documentation
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Globoforce September 2015 - Present
Attivio October 2012 - January 2015
Cassidy Turley FHO 2010 - 2012
Standard Life Investments February 2007 - July 2009
The Kraematon Group, Inc. September 2004 - January 2007
Skills
Recruiting, Organizational..., Organizational Design, Talent Acquisition, Onboarding, Management, Interviews, Employee Relations, Employee Benefits, Leadership, Human Resources, Executive Coaching, Talent Management, Employee Training, Succession Planning, Analytics
Education
Massachusetts School of Professional Psychology 2011 — 2012
Master's Degree, Organizational Psychology & Leadership
University of Massachusetts Boston 2003 — 2006
Bachelor's Degree, Psychology
Florida Atlantic University 2002 — 2003
Psychology
Diamond Hill Capital Management, Inc. February 2015 - Present
Diamond Hill Capital Management, Inc. June 2014 - Present
Standard Life Investments 2014 - 2014
Standard Life Investments January 2010 - 2014
Nationwide Insurance March 2009 - January 2010
Nationwide Mutual Insurance Company August 2007 - March 2009
Highmark Blue Cross Blue Shield June 2006 - September 2006
Skills
Portfolio Management, Business Strategy, Mergers, Investment Management, Trading, Mortgage Banking, Disease Management, Pricing, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Due Diligence, Strategy, Investments, Mergers & Acquisitions, Finance, Fixed Income, Fixed Income Portfolio..., CDS, Fundamental Analysis
Education
Carnegie Mellon University 2005 — 2007
MBA, Economics, Finance
Carnegie Mellon University - Tepper School of Business 2005 — 2007
MBA
University of Kentucky 2000 — 2004
BSBE, Finance, Economics
TD June 2012 - Present
McGill University September 2011 - May 2012
Addenda Capital Inc June 2010 - June 2011
Standard Life Investments September 2007 - July 2010
Hydro Québec March 2007 - August 2007
TD Meloche Monnex Group October 2006 - February 2007
Intact Financial Corporation June 2004 - August 2006
Steria 1998 - 2000
Skills
Conflict Management, Project Planning, Business Analysis, Business Intelligence, Business Intelligence..., Business Process, CRM, Enterprise Architecture, Governance, ITIL, Integration, MS Project, Management, PMO, PMP, Portfolio Management, Process Improvement, Project Management, Risk Management, Software Project..., System Architecture, Testing, Visio, Microsoft Project
Education
ITIL foundation 2007 — 2007
ITIL foundation certificate, IT best practices
PMI 2007 — 2007
PMP certified, Project Management best practices
1992 — 1996
M.Sc., Physics
1991 — 1993
Bachelor, Physics
Lycée Collège des Creusets Sion
Standard Life Investments May 2014 - Present
Massie Turcotte et associés inc. April 2014 - Present
Services de consultation Sylvain Morneau January 2014 - Present
Lareau-Courtiers d'assurances inc. May 2012 - January 2014
Cirque du Soleil September 2010 - May 2012
PricewaterhouseCoopers (PwC) November 2001 - September 2010
Jacques, Davis, Lefaivre, SENC, comptables agréés (Mazars) January 1997 - October 2001
Skills
Accounting, Financial Reporting, ASPE, IFRS, Internal Controls, Consolidation, foreign exchange..., Consolidated Financial..., Purchase Price..., PPA, Financial Accounting, Financial Audits, Auditing, External Audit
Education
Université de Sherbrooke 1999 — 2000
Maîtrise / Master, Administration incluant une concentration en sciences comptables avec profil comptabilité financière
Sherbrooke University 1996 — 1998
Baccalauréat, Administration des Affaires
Standard Life Investments May 2015 - Present
State Street Global Advisors September 2011 - Present
State Street Global Advisors June 2010 - August 2011
State Street January 2008 - June 2010
Verizon Information Services July 2005 - January 2008
U.S. House of Representatives November 2004 - March 2005
Center for the Study of the Presidency and Congress September 2004 - October 2004
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance, Organizational Behavior
Colby College 2000 — 2004
BA, Government
Desjardins 2013 - Present
FICO 2013 - 2013
BDC 2012 - 2013
BDC 2010 - 2012
National Bank of Canada 2007 - 2009
Desjardins 2003 - 2006
eRing Solutions inc. 1997 - 2002
Standard Life Investments 1994 - 1997
MTLI 1988 - 1993
CGI 1985 - 1987
Skills
Program Management, Enterprise Architecture, IT Transformation, Software Project..., Software Development, Enterprise Software, Software Integration, PMO, Strategic Consulting, Strategic Planning, Business Case..., Business Process, Master Data Management, Basel II, RFP preparation, RFP, Software Selection, Supplier Selection, Enterprise Content..., Enterprise Risk..., Enterprise Portals, Contract Negotiation, Contract Management, User Acceptance Testing, Usability Testing, Performance Testing, Integration Testing, DRP, Business Acquisition, Internet Entrepreneur, Entrepreneur, Integration, IT Management, Governance
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
MBA
Université du Québec à Montréal 1982 — 1985
B.Sc., Management Information Systems
Standard Life Investments October 2010 - Present
JPMorgan Asset Management October 2006 - October 2010
US Trust September 2003 - October 2006
American Century April 2001 - September 2003
American Century Investments 2001 - 2003
State Street Research 2000 - 2001
Baring Asset Management 1996 - 2000
Education
Boston University 1991 — 1995
BA, International Relations, Economics
Standard Life Investments April 2015 - Present
Spruceview Capital Partners May 2012 - Present
Skills
Trading, Strategic Planning, Due Diligence, Investments, Asset Management, Equities
Education
Ohio Wesleyan University 1996 — 2000
Loomis Chaffee School
Standard Life Investments January 2010 - Present
Education
University of St. Andrews 1989 — 1993
Grodnenski Dzjaržauny Universitet imja Janki Kupaly
Standard Life Investments April 2012 - Present
Cambridge Associates June 2007 - April 2012
2006-2007CAMBRIDGE ASSOCIATES June 2006 - June 2007
2005-2006FINANCIAL ARCHITECTS PARTNERS June 2005 - June 2006
Education
Boston College 2001 — 2005
Bachelor of Arts degree, economics and biology; pre-medical studies
Standard Life Investments February 2014 - Present
Wellington Management May 2011 - February 2014
Wellington Management Company December 2003 - May 2011
Wellington Management October 1995 - December 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MSF
University of New Hampshire 1990 — 1994
Bachelor of Science (BS)
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science (BS)
Banque Nationale April 2013 - Present
Standard Life Investments April 2012 - April 2013
Natcan October 2010 - April 2012
Caisse de dépôt et placement du Québec January 2008 - October 2010
Banque Nationale January 2007 - December 2007
Banque Nationale September 2004 - February 2007
Banque Nationale 1999 - 2001
Industrielle Alliance 1998 - 1999
Skills
Project Portfolio..., OMS, Asset Management, Project Coordination, Project Implementation, Project Execution, Pension Funds, ETFs, Order Management, Asset Managment, Project Management, Mutual Funds, Pooled funds, Segregated Funds, Portfolio Management, PMP, Risk Management, Equities, Financial Markets, Capital Markets
Education
Université Laval 1993 — 1997
Bachelor's degree, Economics
Standard Life Investments September 2014 - Present
Income Research & Management April 2012 - September 2014
Eaton Vance 2010 - April 2012
Eaton Vance March 2010 - June 2011
Skandia Securities Americas, Inc. 2007 - 2010
Merrill Lynch September 2006 - December 2006
Skills
FINRA, Mutual Funds, AML, Series 7, Trading, Auditing, Due Diligence, Securities
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Suffolk University - Sawyer Business School 2014 — 2018
Master of Business Administration (MBA)
Sacred Heart University 2004 — 2008
Bachelor of Science (BS), Finance, and Marketing
FINRA Institute at Wharton
Certified Regulatory Compliance Professional (CRCP)
Standard Life Investments September 2011 - Present
East Coast Asset Management June 2009 - May 2011
East Coast Asset Management September 2008 - May 2009
Standard Life Investments June 2008 - August 2008
Aon April 2007 - July 2007
Aon September 2002 - April 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Asset Management
Duke University 1998 — 2002
Bachelor of Science (BS), Economics
Standard Life Investments September 2013 - Present
Silver Bridge January 2012 - August 2013
Advent International October 2009 - January 2012
Babson Capital 2005 - November 2009
Babson Capital Management March 2005 - October 2007
Oppenheimer & Co. February 2004 - March 2005
Education
Fitchburg State University 2006 — 2008
Masters, Business Administration
Endicott College 1999 — 2002
Bachelors, Communications
FINRA Class
Longfellow Investment Management Co. June 2009 - Present
Boston College Carroll Graduate School of Management September 2007 - February 2010
Standard Life Investments June 2008 - September 2008
Goldman Sachs May 2004 - August 2007
Greenwich Associates 2002 - 2004
Liberty Mutual Insurance 2001 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, MSF
Boston College 1997 — 2001
BS, Finance, Information Systems
London School of Economics and Political Science 1999 — 2000
Standard Life Investments October 2013 - Present
Standard Life November 2011 - August 2013
Van Houtte June 2011 - November 2011
Desjardins gestion d'actifs May 2008 - October 2011
Connexim October 2007 - May 2008
Desjardins Valeurs Mobilières July 2003 - October 2007
National Bank Financial December 2000 - July 2003
Proximi-t 2000 - 2000
Groupe informission 1997 - 2000
Skills
Agile Methodologies, Business Process, PMP
Education
Technologia 2013 — 2013
Centre de formation CRIM 2011 — 2011
PMI Montréal 2011 — 2011
PMP
ITIL Foundation 2007 — 2007
ITIL 2.0
Institut canadien des valeurs mobilières 2004 — 2004
CCVM
Cegep Ste-Foy 1995 — 1996
DEC
Université Laval 1994 — 1995
certificat
Cegep Edouard-Monpetit 1990 — 1993
DEC
Standard Life Investments March 2012 - Present
MaisFour Enterprises LLC July 2011 - Present
Van Eck Global November 2011 - December 2014
BNY Mellon Asset Management January 2007 - May 2011
Dreyfus December 2006 - May 2011
EACM Advisors 2001 - 2006
Evaluation Associates 1989 - 2004
The MONY Group 1981 - 1989
Manhattan Life 1979 - 1981
US Army January 1970 - May 1980
Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Strategies, Fixed Income, Asset Allocation, Investments, Portfolio Management, Capital Markets, Securities, Wealth Management, Bloomberg, Private Equity, Emerging Markets, Due Diligence, Financial Services, Series 7, Investment Management, Asset Management
Education
Columbia University - Columbia Business School 1987 — 1987
Certificate, Executive Education
Iona College 1972 — 1976
MBA, Finance
Belmont Abbey College 1965 — 1969
AB, Economics
Standard Life Investments June 2013 - Present
SL Capital Partners 2009 - June 2013
Bank of America 2006 - 2009
Banc of America Investments 2002 - 2006
Merrill Lynch 2002 - 2002
Skills
Wealth Management, Portfolio Management, Securities, Alternative Investments, Investments, Hedge Funds, Capital Markets, Private Equity, Investment Strategies, Asset Management, Fixed Income, Wealth Management..., Series 63, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 7, Fund Of Funds, Private Banking
Education
Brown University
National Bank Financial October 2013 - Present
Scotia cassels August 2006 - October 2012
Standard Life Investments January 2005 - July 2006
TAL Global Asset Management February 1997 - October 2004
Majendie Securities 1993 - 1996
Skills
Wealth Management, Asset Managment, Equities, Portfolio Management, Fixed Income, Investments, Investment Strategies, Alternative Investments, Risk Management, Investment Management, Financial Analysis, Financial Modeling, Equity Research, Bloomberg, Global Macro, Presentations, Sales, Communication, Superior Client Service, Capital Markets, Options, Securities, Asset Allocation
Education
The CFA Institute 1993 — 1996
Chartered Financial Analyst
Université du Québec à Montréal 1990 — 1993
Bachelor in business administration
Standard Life Investments September 2013 - Present
Natixis Global Asset Management June 2012 - September 2013
FactSet Research Systems February 2011 - June 2012
Affirmative Investments, Inc October 2009 - February 2011
Hamilton College August 2008 - May 2009
Belltower Books November 2007 - May 2009
Hamillton College August 2005 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Analysis, Data Analysis, Portfolio Management, Research, Mutual Funds, Financial Analysis, Asset Allocation, PowerPoint, Microsoft Excel, Equity Research, Bloomberg, Microsoft Word, FactSet, Portfolio Performance..., Series 7, Communication, Morningstar Direct, MPI Stylus, Microsoft Office, Time Management, VBA, Fundamental Analysis, Equities, Data Analytics, portfolio analysis
Education
Hamilton College 2005 — 2009
BA, Economics and Government
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
Standard Life Investments June 2013 - Present
TPG Credit Management May 2011 - December 2012
Eaton Vance May 2010 - May 2011
Columbia Management (Formerly RiverSource Institutional Advisors) June 2006 - May 2010
Ameriprise Financial March 2005 - May 2006
FAF Advisors November 2003 - March 2005
FAF Advisors November 1999 - November 2003
Skills
Alternative Investments, Fixed Income, Asset Managment, Investments, Equities, Hedge Funds, Distressed Debt, Institutional Sales, Consultants, Investment Strategies, Relationship Management, Capital Markets, Asset Allocation, Mutual Funds, Institutional..., Bloomberg, Strategy, Investment Management, Asset Management, Fund Of Funds, Series 7
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Investment Management, Entrepreneurial Studies
University of St. Thomas 1991 — 1995
BA, Finance/Economics
OSTC Ltd. January 2013 - Present
OSTC Ltd. September 2012 - December 2012
Bombardier Aerospace November 2011 - August 2012
Societe Generale Corporate and Investment Banking - SG CIB June 2008 - August 2009
Standard Life Investments June 2006 - August 2006
SNC Lavalin June 2004 - August 2005
Skills
VBA, Derivatives, Bloomberg, Fixed Income, Interest Rate..., Financial Markets, Trading, Portfolio Management, Futures Trading, Capital Markets, Commodity, FX Options, Financial Risk, Quantitative Finance, Financial Modeling, Matlab, Quantitative Analytics, Proprietary Trading, Data Analysis, Equities, Hedge Funds, Market Risk, Microsoft Excel, Trading Systems, Investments, Equity Derivatives, Monte Carlo Simulation, Fixed Income Trading, Quantitative Analysis, Quantitative Modeling, Excel, Reuters, Fixed Income Products, Microsoft Office
Education
Université de Montréal - HEC Montréal 2006 — 2011
M.Sc.
Université de Montréal - Ecole polytechnique de Montréal 2002 — 2005
B.Eng.
Standard Life Investments March 2013 - Present
Eaton Vance 2010 - 2013
Babson Capital Management July 2009 - October 2010
Eaton Vance May 2008 - October 2008
T Rowe Price May 2007 - August 2007
Education
Boston College 2005 — 2009
BS, Finance, Accounting, History
Standard Life Investments November 2013 - Present
Stride Capital Group August 2013 - September 2013
SEI Investments July 2007 - July 2012
NVR, Inc. June 2006 - June 2007
Education
MIT 2012 — 2013
Master of Finance
Villanova University 2008 — 2010
Master of Business Administration (MBA)
Villanova University 2002 — 2006
Bachelor of Science (BS), Finance
Humane Society of the Pikes Peak Region 2012 - Present
Perth & Kinross Council 2009 - 2010
Scottish Widows Investment Partnership 2008 - 2009
Baillie Gifford 2007 - 2008
Standard Life Investments 2002 - 2007
Royal Bank of Scotland 2001 - 2002
Education
The University of Glasgow 1999 — 2001
Master of Philosophy (M.Phil.), Medieval and Renaissance Studies
The University of Glasgow 1995 — 1999
Master of Arts (M.A.) (Hons.), History, 2.1
Standard Life Investments April 2013 - Present
Citi Global Markets April 2009 - January 2013
Lee Munder Capital Group September 2007 - March 2009
Prudential Financial 2005 - 2007
America's Growth Capital 2004 - 2005
Skills
Equities, Bloomberg, Hedge Funds, Investments, Series 7, Securities, Trading, Alternative Investments, Fixed Income, Series 63, Portfolio Management, Asset Managment, Mutual Funds, Equity Research, Equity Trading
Education
College of the Holy Cross 1991 — 1995
B.A., History
Deerfield Academy 1987 — 1991
Standard Life Investments March 2006 - November 2007
Standard Life Investments January 2004 - March 2006
Standard Life Investments June 2003 - January 2004
Standard Life Investments April 2002 - June 2003
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Finance
Union College 1997 — 2001
BA, Political Science
RBC Insurance December 2009 - Present
Empire Life 2008 - 2009
Option Retraite 2006 - 2008
Standard Life Investments 1999 - 2006
Standard Life 1999 - 2006
Education
IQPF 2001 — 2004
Fin. Pl., Finance
Canadian Securities Institute 2000 — 2000
Canadian Securities Course
Université de Moncton 1996 — 1999
MBA, Management
Université de Moncton 1985 — 1989
BBA, Marketing
Standard Life Investments September 2009 - Present
Wellington Management Company 1994 - 2008
First Fidelity Bank December 1988 - July 1992
Skills
Credit, Equities, Fixed Income, Finance, Investments, Bonds, Private Equity, Credit Analysis, Investment Management, Loans, Portfolio Management, Asset Management, Mergers & Acquisitions, Hedge Funds, Financial Services, High Yield, Analysis, Securities, Structured Finance
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, General Management
Harvard University 1983 — 1987
AB, History, cum laude
St. Paul's School 1980 — 1983
Citizens Bank November 2011 - Present
Royal Bank of Scotland September 2008 - November 2011
First State Investments August 2008 - September 2008
Standard Life Investments May 2008 - July 2008
Clouds Accommodation Agency July 2006 - April 2008
Skills
Bancware, Microsoft Excel, PowerPoint, Microsoft Word, ALM, Management Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Interest Rate Risk..., Treasury, Risk Management, Finance, Fixed Income, Treasury Management
Education
The Chartered Institute of Management Accountants 2008 — 2012
Management Accountant, Accountancy, Charter Holder
Heriot-Watt University 2002 — 2006
BSC (Hons) Maths with Finance, Mathematics, 2:1
Standard Life Investments February 2010 - Present
Gannett Welsh & Kotler 2009 - January 2010
MFS Investment Management December 2007 - January 2009
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
MBA
Ohio University 1992 — 1997
MS, Mechanical Engineering
Manulife Asset Management March 2015 - Present
HEC Montreal 2012 - Present
Standard Life Investments December 2010 - February 2015
SNC Lavalin Group January 2008 - November 2010
Bombardier Aerospace October 2005 - January 2008
Skills
Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Investments, Corporate Finance, Valuation, Market Risk, Equities, Finance, Risk Management, Treasury, Financial Markets, Business Analysis, Financial Services
Education
Canadian Securities Institute
Technical Analysis course
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2002
Graduate Finance, Finance
Universidad Torcuato di Tella 1997 — 2000
BA, Economics
FFAA
FFAA
Jefferson Community College
Jefferson Community College
Gryphons Consulting Inc July 2015 - Present
CGI May 2010 - July 2015
Banque Laurentienne February 2013 - June 2014
CGI - Caisse de dépôt et placement du Québec May 2010 - June 2012
IBM Global Services January 2008 - May 2010
standard life investments January 2008 - April 2008
Skills
CISSP, Information Security..., ArcSight, Tripwire Enterprise, Metasploit, OSSEC, Nessus, Backtrack, Security Incident..., Information Security, Incident Handling, Security Awareness, Physical Security, Business Continuity, Disaster Recovery, Penetration Testing, Standards Compliance, PCI DSS
Education
Athabasca University
College de La retraite
Air Canada Pension Investments May 2012 - Present
Standard Life Investments October 2008 - May 2012
Canada Post 2003 - 2008
Mercer Investment Consulting 1998 - 2003
Various Employers 1991 - 1997
Skills
Microsoft Office, Bloomberg, Charles River..., PAM, Thomson Reuters, PC Bond, Factset, Morningstar, Bonds, Investments, Risk Management, Mutual Funds
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance
Global Association of Risk Professionals 2004 — 2004
FRM designation
CFA Institute 2000 — 2003
CFA designation
McGill University 1994 — 1996
Graduate degree, Finance
Université de Montréal - Ecole polytechnique de Montréal 1990 — 1994
B.Eng, Mechanical Engineering
Dynamic Funds HollisWealth June 2006 - Present
Standard Life Investments November 2001 - July 2003
Sympatico_MontrealPlus.ca August 1999 - June 2001
Gerhard Roesch Gmbh August 1995 - July 1998
Esprit C.F. Keim GmbH und Co. July 1994 - August 1995
Education
Université de Montréal 2003 — 2006
bachelor's degree, Translation
Standard Life Investments August 2013 - Present
Putnam Investments September 2001 - September 2011
RCM 1998 - 2001
Education
Assumption College 1993 — 1997
Bachelor of Arts, Business Management
Broadridge Financial Solutions October 2014 - Present
Standard Life Investments April 2014 - October 2014
Broadridge Financial Solutions November 2012 - April 2014
Conservation Services Group February 2010 - November 2012
Greater Lawrence Tech HS August 2007 - June 2009
Charles River Development January 2000 - May 2007
Grantham, Mayo and Van Otterloo January 1998 - January 2000
Independence Investment Associates August 1991 - October 1997
IBM June 1987 - August 1991
Skills
SQL, PL/SQL, C#, Software Development, .NET, SDLC, Oracle, Testing, Cloud Computing, Java
Education
University of Connecticut
BA, mathematics
Stanton Asset Management Inc. March 2015 - Present
Manulife Asset Management January 2015 - March 2015
Standard Life Investments January 2014 - January 2015
Standard Life April 2013 - December 2013
Standard Life Investments July 2012 - April 2013
HEC Montreal September 2009 - October 2012
TELUQ - Télé-université du QUÉBEC March 2012 - July 2012
Skills
Matlab, Finance, Microsoft Excel, Mathematics, Modeling, Computer Proficiency, VBA, Bloomberg, Produits dérivés, Investissements, Modélisation financière, Gestion de portefeuille, Gestion des risques, Obligations/titres à...
Education
HEC Montréal 2009 — 2012
Master of Science (MSc) Finance. option Ingénierie Financière, Finance
SUP'COM-Ecole supérieure des Communications 2005 — 2008
Ingénieur d'Etat en Télécommunications, Telecommunications Engineering
Standard Life Investments October 2010 - Present
Standard Life October 2003 - October 2010
Skills
Corporate Communications, Marketing Communications, Strategy, Mutual Funds, Portfolio Management, Risk Management, Business Analysis, Marketing, Wealth Management, Finance, Financial Services, Asset Management, Investments, Management, Investment Strategies
Education
Concordia University 1996 — 1999
BA, Political Science
Standard Life Investments January 2007 - Present
Needham & Company October 2000 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Brown University 1996 — 2000
Bachelor's degree, Economics
L-3 Communications 2006 - Present
Standard Life Investments December 2001 - May 2006
IBM Canada Ltd. November 1999 - April 2001
Skills
Financial Analysis, Budgets, Strategic Planning, Finance, Analysis, Financial Modeling, Financial Reporting, Risk Management, Accounts Receivable, Accounting, Corporate Finance, Process Improvement, Strategic Financial..., Management, PeopleSoft, PAM for Investments, IFS Applications, MS Office applications, GAAP, Sarbanes-Oxley (SOX), Lotus Notes, Lotus 123, Dunn & Bradstreet
Education
Canadian Securities Institute, Montréal, Québec
Canadian Securities Course
CMA Order of Québec
Designation, Certified Management Accountant (CMA)
Concordia University
Bachelor's Degree, Major in Accountancy
LMAC
LMAC
Standard Life Investments July 2012 - Present
Standard Life Investments July 2008 - July 2012
Caisse de dépôt et placement du Québec November 2005 - June 2008
Education
Université de Montréal 2003 — 2005
Master, Mathematical and Computational Finance
Queen's University 1998 — 2002
Bachelor, Mathematics and Engineering
Desjardins Financial Security October 2012 - Present
Standard Life Investments July 2012 - October 2012
Standard Life 2005 - 2012
Standard Life 2002 - 2005
Skills
Problem Solving, Facilitation, Training, Change Management, Governance, Process Improvement, Coaching, Strategic Planning, Business Process..., Team Leadership, Management Consulting, Operational Risk..., Amélioration des..., Gestion des risques, Gouvernance, Risk Management
Education
Université Laval 2014 — 2017
Master of Business Administration (MBA)
Canadian Securities Institute
Cours sur le Commerce des Valeurs Mobilières
Université du Québec à Montréal
B.A.A, administration des affaires
Cegep Edouard-Montpetit
Standard Life Investments Investment ConsultantTowers Watson2003 - 2010
Buck Consultants 2002 - 2003
Education
Université Laval
Industrielle Alliance May 2014 - Present
Premières en affaires Inc. March 2014 - Present
Fondation de l'Université Laval 2010 - Present
Standard Life Investments 2006 - February 2013
Assuris 2003 - 2006
PSP Investments 2001 - 2005
Canagex / Elantis 1999 - 2001
Desjardins-Laurentian Life Sector 1994 - 1999
Laurentian Imperial 1990 - 1994
Sun Life Financial 1977 - 1990
Skills
Business Strategy, Mergers, Risk Management, Asset Managment, Executive Management, Client Representation, Marketing, Mergers & Acquisitions, Asset Management, Valuation, Pensions, Finance, Employee Benefits, Actuarial Science, Leadership, Financial Risk, Pension Funds, Insurance, Portfolio Management, Investment Strategies, Financial Services, Defined Benefit
Education
McGill University 2010 — 2010
Director Education Program
Université Laval 1974 — 1977
Bachelor of Applied Science (BASc), Actuarial Sciences
Standard Life Investments November 2013 - Present
The May Institute October 2004 - November 2013
Acadient Inc. June 2003 - December 2003
Wellington Management June 2002 - December 2002
WilmerHale 1997 - 2001
Hale and Dorr LLP 1997 - 2001
Skills
Training, Leadership, Nonprofits, Budgets, Time & Attendance, Payroll, Accounts Payable, Microsoft Office, Cash Management, Expense Management, Administrative..., Microsoft Excel, Financial Analysis, Outlook, Non-profits, PowerPoint, Customer Service, Budget, Microsoft Word, Staff Development, Data Analysis, PeopleSoft, Process Scheduler, Teamwork, Analysis, Time Management, Forecasting, Finance
Education
Umass Amherst-MBA 2010 — 2013
Master of Business Administration (MBA), MBA
Northeastern University 1999 — 2004
BSBA, Finance, Entrepreneurship
Standard Life Investments April 2015 - Present
Wellington Management November 2002 - March 2015
State Street Research 1996 - 2002
Skills
Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Equities, Investment Management, Bloomberg, Investments, Portfolio Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Syracuse University 1983 — 1987
BS, Finance
TD Securities August 2010 - Present
Industrial Alliance Securities May 2009 - August 2009
Standard Life Investments September 2008 - December 2008
DundeeWealth Inc January 2008 - May 2008
Skills
Bloomberg, Equity Research, Equities, Capital Markets, Financial Modeling, Portfolio Management, Investments, Asset Management, Finance, Corporate Finance, Analysis, Mutual Funds
Education
Concordia University 2007 — 2010
B.COMM, Finance
Concordia University May 2012 - Present
Standard Life Investments 2007 - 2007
CIBC World Markets 2006 - 2006
Hatley LBH 2004 - 2006
Aon Risk Solutions 2000 - 2003
Skills
Microsoft Office, Financial Modeling, Data Analysis, Data Modeling, Bloomberg Terminal, Equity Research, Business Valuation, Financial Accounting, Year End Accounts, Portfolio Management, Credit Analysis, Risk Management
Education
Lunds universitet / Lund University 2009 — 2011
Masters in Finance, Finance
Concordia University 2004 — 2008
BComm Finance (Hons.), Finance
Coordonnateurs d'Avantages Sociaux BCI Inc. October 2014 - Present
Coordonnateurs d'Avantages Sociaux BCI Inc. September 2013 - October 2014
Standard Life Investments May 2001 - September 2013
Skills
Group Insurance, Retirement Planning, Assurance, Pensions, Customer Service, Mutual Funds, Financial Services
Education
Université du Québec à Montréal 1998 — 2001
Bac. Actuariat
Antoine Brossard
RGA Life Reinsurance Company of Canada March 2009 - Present
Bechtel Corporation August 2008 - March 2009
Standard Life Investments September 2006 - August 2008
E 2000 - 2006
Global Processing Center 1999 - 2000
FOURTH GLOBAL CONFERENCE ON AGEING 1998 - 1999
WISE BLACKMAN (originally Richard Wise & Partners) 1992 - 1997
Claridge Properties Ltd. 1990 - 1992
RICHARD WISE & PARTNERS(see Wise Blackman above) 1984 - 1990
Skills
Insurance, Access, Health Insurance, Underwriting, Reinsurance, Claim, Life Insurance, Customer Service
Education
Marianopolis College 1980 — 1981
LaSalle Catholic High 1974 — 1979
High School Leaving Certificate, 11
Standard Life Investments April 2013 - Present
State Street June 2011 - May 2013
State Street Bank October 2006 - June 2011
State Street Bank September 2003 - October 2006
State Street January 2002 - September 2003
State Street Bank October 2000 - January 2002
Skills
Client Relationship..., Operational Controls, Service Operations, Operational Innovation, Risk Management, Cross Selling, Custodial Conversions, Extensive Business...
Education
University of Vermont 1997 — 2000
BA, Philosophy, Political Science
Boston University
Standard Life Investments October 2006 - Present
Performa at Standard Life January 2001 - September 2005
CIBC May 2000 - January 2001
Skills
Investments, Asset Management, Equities, Financial Services, Bloomberg, Fixed Income, Mutual Funds, Portfolio Management, Valuation, Derivatives, Financial Analysis, Financial Modeling
Education
Concordia University 1994 — 1997
Bachelor of Commerce - Finance
Marianopolis College 1992 — 1994
DEC in Music
Manulife September 2012 - Present
Standard Life Investments May 2011 - May 2012
Standard Life 2010 - 2011
Standard Life 2009 - 2010
standard life May 2007 - 2009
Skills
Mutual Funds, Financial Services, Investments, Fixed Income, Equities
Education
Sarah Lawrence College 1989 — 1992
Bachelor's Degree, Psychology
Standard Life Investments August 2013 - Present
Standard Life Investments May 2013 - May 2013
Dempton Groupe Conseil February 2013 - March 2013
Standard Life November 2012 - January 2013
Standard Life September 2012 - January 2013
Standard Life January 2012 - January 2013
Techtra September 2011 - January 2012
Laurentian Bank April 2009 - September 2011
Banque Laurentienne April 2009 - September 2011
Regie de l'energie November 2008 - February 2009
Skills
SharePoint, Visual Studio, Java Enterprise Edition, Architecture, Oracle, SQL, Microsoft SQL Server, Business Intelligence, C#, Scrum, Agile Methodologies, PL/SQL, Business Analysis, Software Development, Java, TFS, SharePoint Designer, InfoPath, Databases, Architectures
Education
EPF Ecole d'Ingénieurs 2004 — 2005
Ingineer, Software Architecture
EPF Ecole d'Ingénieurs 2003 — 2005
IT System Integration Engineer, Computer Software Engineering
Manulife Asset Management February 2015 - Present
Standard Life Investments June 2014 - January 2015
Oceanwide September 2012 - May 2014
Sun Life Financial March 2008 - June 2012
PSL Group October 2006 - March 2008
Skills
Microsoft SQL Server, Software Development, Integration, SQL, Data Analysis, C#, Project Management, Visual Basic, Business Analysis, Team Foundation Server, Visual Studio
Education
Concordia University
Standard Life Investments January 2012 - Present
Sabbatical 2010 - 2011
Westfield Capital Management 2003 - 2009
Fidelity Investments 1999 - 2003
Goldman Sachs January 1998 - March 1998
Skills
Equities, Equity Research, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Investments, Asset Managment, Finance, Bloomberg, Equity Valuation, Strategy, Industrial Sector, Cable Sector, Telecommunications..., Homebuilding and..., Restaurant Sector, Chemicals Sector, Financials Sector, Organization &..., Women Leaders, General Awesomeness, Alternative Investments, Asset Allocation, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 1999
Tuck Business Bridge Program, Business Administration
Dartmouth College 1995 — 1999
Bachelor of Arts, Political Science, Literature
Holton Arms 1989 — 1995
Deutsche Bank July 2014 - Present
The Boston Consulting Group July 2013 - August 2013
Goldman Sachs April 2013 - June 2013
Standard Life Investments August 2012 - September 2012
Skills
Stata, Bloomberg Terminal, Microsoft Excel, Financial Statements, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investments, Financial Modeling
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Studies
London School of Economics and Political Science 2012 — 2012
Economics
Pathways World School 2006 — 2010
International Baccalaureate