TD Waterhouse
TD Waterhouse is the brand used for a Canadian brokerage within Toronto–Dominion Bank. It was also formerly used for TD's American and British brokerages. TD's original brokerage, Greenline Investor Services, was established in 1984. Traded as: TSX: TD; NYSE: TD; S&P/TSX 60 component Headquarters: Toronto, Ontario, Canada Parent: Toronto–Dominion Bank
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TD Waterhouse Employees
CIBC Wood Gundy on The Pope Team June 2014 - Present
TD Waterhouse October 2008 - June 2014
CIBC Wood Gundy March 2005 - October 2008
Credential October 2004 - March 2005
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Wealth Management, Investment Advisory, Investments, Financial Advisory, Securities, Investment Strategies, Equities, Asset Managment, Asset Allocation, ETFs, Risk Management, Estate Planning, Fixed Income, Alternative Investments, Mortgage Lending, Financial Services
Education
British Columbia Institute of Technology 2002 — 2004
Financial Management
Canadian Securities Institute
Investments and Securities
StubHub August 2013 - Present
TD Waterhouse June 2009 - February 2013
TD Waterhouse February 2007 - June 2009
TD Bank Group January 2005 - February 2007
Skills
Banking, Trading, Public Speaking, Negotiation, Relationship Management, Customer Service, Python, JavaScript, HTML, SQL, Investments, Financial Markets, Securities, Credit, Equities, CSS, Options, Fixed Income, Bonds, Electronic Trading, AngularJS
Education
Hackbright Academy 2013 — 2013
Python Development
Carleton University 2002 — 2006
B.Comm, Business
Citi January 2014 - Present
BNY Mellon March 2011 - November 2013
Citigroup December 2004 - March 2011
TD Waterhouse August 1998 - December 2004
Continental Broker-Dealer Corp. November 1995 - August 1998
Skills
Project Management, Line Management, Corporate Actions, Fixed Income, Tax, Investments, Accounting, Series 7, Back Office, Securities, Equities, Asset Managment, Portfolio Management, Trading, Financial Risk, Financial Services, Capital Markets, Prime Brokerage, Strategy, Mutual Funds, Alternative Investments, Risk Management, Hedge Funds, Asset Management, Derivatives, Wealth Management, Middle Office, Investment Banking, Securities Lending, Bloomberg, AML, FINRA, Series 63, Trading Systems, Options, Series 24, Bonds, Settlement, Global Custody, Financial Markets, Operational Risk, Structured Products, Fund Administration, FX Options, Private Banking, Credit Derivatives, Investment Management, Swaps, Equity Derivatives, Fund Accounting
Education
FAR EASTERN ACADEMY OF ECONOMICS AND BUSINESS MANAGEMENT 1995 — 1999
BS, ECONOMICS
Дальневосточная Государственная Академия Экономики и Управления (ДВГАЭУ) 1995 — 1999
BS, Business/Managerial Economics
Bank of America/Merrill Edge February 2014 - July 2015
TD Ameritrade August 2006 - August 2013
TD Waterhouse August 1992 - January 2006
Skills
Retirement Planning, Wealth Management, Financial Advisory, Troubleshooting, Series 7, Investment Strategies, Fixed Income, Coaching, Mutual Funds, Customer Service, Securities, Retirement, Training, Investments, Business Development, Financial Services, Series 63, Sales, Investment Advisory, 401k, Sales Management, Recruiting, FINRA, Asset Allocation, Series 24, Wealth Management..., High Net Worth..., Management, Series 65
Education
College for Financial Planning
Chartered Retirement Planning Counselor SM, (CRPC®), Financial Planning and Services
Current FINRA Licenses
Chicago State University
Bachelor's degree, Psychology / Education
Prometheus Laboratories Inc., A Nestlé Health Science Company June 2014 - Present
Trunktie August 2013 - Present
Bridgepoint Education November 2010 - August 2013
CareFusion August 2009 - November 2010
Cardinal Health May 2003 - August 2009
IT Consulting 2002 - May 2003
Netswork, Inc. 2000 - 2002
TD Waterhouse 1998 - 2000
CompUSA 1992 - 1997
Skills
VMware, Virtualization, Data Center, Disaster Recovery, IT Management, Windows Server, Firewalls, Active Directory, Servers, Agile Methodologies, ITIL, Integration, Project Management, SharePoint, System Administration, Vendor Management, Business Intelligence, Program Management, Microsoft Exchange, Leadership, Team Leadership, Enterprise Software, SaaS, Management, Information Technology, Java, Process Improvement, Cisco Technologies, Infrastructure, Cloud Computing, Strategy, DNS, Culture Change, Organizational..., Executive Management, Strategic Leadership, Technical Leadership, IT Strategy, Technical Support, IT Operations, Enterprise Architecture, Storage Area Networks, Security, Change Management, HP, VMware ESX
Education
University of California, Los Angeles 1987 — 1992
Bachelors Degree, General Mathematics with Specialization in Computers, Mathematics
Capella University 2005 — 2007
Masters Degree, IT Leadership and Project Management
University of the Rockies 2012 — 2016
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
TD Waterhouse September 2013 - August 2015
Karachi Electric Supply Company Limited January 2011 - December 2012
Karachi Electric Supply Company Limited May 2009 - December 2010
KPMG May 2007 - May 2009
Arif Habib Limited January 2006 - May 2007
Akbarally Cassim & Sons May 2005 - December 2005
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Strategy, Energy, Business Valuation, Valuation, Equity Research, Business Development, Investments, Management, Leadership, Business Planning, Mergers & Acquisitions, Financial Modelling, Trading, Project Finance, Renewable Energy, LNG, Competitive Analysis, Energy Policy, Investment Banking, Banking
Education
Carleton University 2014 — 2016
Master's Degree, Sustainable Energy Development
Institute of Business Administration, Karachi. 2003 — 2005
MBA, Finance
National University of Computer and Emerging Sciences 1999 — 2003
BCS, Computer Science
Insight Private Advisors LLC May 2013 - Present
Wells Fargo Advisor December 2010 - May 2013
Stock Cross Financial February 2009 - October 2010
iInvest Global Holdings March 2008 - February 2009
Arbinet - thexchange November 2006 - January 2008
Wall Street Connect November 2001 - September 2006
TD Waterhouse January 1981 - January 2000
Education
Boston University 1972 — 1975
BS
Boston University 1971 — 1975
BS
Knight Capital Group February 2009 - Present
Citi July 2007 - January 2009
TD Waterhouse April 2004 - March 2007
Herzog / Merrill Lynch 1994 - 2002
Skills
Capital Markets, Options, Trading Systems, Electronic Trading, Series 63, Equities, Series 7, Trading, Equity Trading, Fixed Income, Securities, Bloomberg, Financial Services, Financial Markets, FINRA, Hedge Funds, Market Data, Alternative Investments, Prime Brokerage, FX Options, Trading Strategies, Middle Office
Education
American InterContinental University
BBA, Business Management
ETG Commodities Inc. October 2012 - Present
PFSL Fund Management Ltd. April 2012 - October 2012
Sentry Investments May 2011 - April 2012
TD Waterhouse October 2009 - May 2011
TD Waterhouse October 2007 - September 2009
WowGao Inc. July 2004 - March 2007
Skills
Investments, Options, Strategic Financial..., Equities, Fixed Income, Securities, Financial Analysis, Portfolio Management, Trading, Risk Management, Banking, Derivatives, Wealth Management, Financial Markets, Capital Markets
Education
Centennial College 2003 — 2004
Post Graduate Diploma in Marketing Management
Banaras Hindu University 1999 — 2002
B.Comm (Hons.), Accounting
Abacus Properties December 2014 - Present
Abacus Properties February 2013 - December 2014
Amerihomes Realty of New York August 2011 - January 2013
Polonsky Consulting, L.L.C. April 2010 - December 2012
Oleg Polonsky October 2008 - April 2010
TD Ameritrade 2007 - 2008
Wachovia Bank September 2005 - January 2007
Wachovia 2005 - 2006
TD Waterhouse February 2004 - August 2005
Skills
Investments, Portfolio Management, Real Estate, Real Estate Negotiating, Co-ops, Equities, Banking, Mutual Funds, Finance, Loans, Leadership, Russian, Listings, Residential Homes, Investment Properties, Sellers, Real Estate Transactions, Negotiation, Management, Buyers, First Time Home Buyers, Sales, Condos, Investors
Education
City University of New York-Baruch College 2009 — 2011
Bachelor of Business Administration (BBA)
Specialized English School #14 in Moscow, Russia 1985 — 1987
Pace University
TD Waterhouse January 2013 - Present
Scotia Mortgage Authority August 2012 - December 2012
Faiz AlamPage # 2CIBC Mortgages Inc trading as Firstline Mortgages Inc March 2007 - October 2011
The Canadian College of Naturopathic Medicine May 2005 - March 2007
Skills
Credit, Banking, Mortgage Lending, Software Documentation, Outlook, Customer Service, Financial Services, Microsoft Excel, Due Diligence, Real Estate, Microsoft Word, Negotiation, Policy, Procurement, Funding
Education
CDI College 2005 — 2008
Medical Laboratory Technician Diploma, Midical Lab Technician
University of Karachi, Pakistan 1990 — 1992
Bachelor's of Science Degree, Chemisrty
Futurity First Insurance Group April 2014 - Present
DressanderBHC April 2014 - June 2015
Northstar Wealth Partners November 2011 - April 2014
SS&C GlobeOp March 2009 - July 2011
Liberty Bank December 2002 - February 2009
Proprietary Day Trader March 2001 - December 2002
TD Waterhouse March 1998 - March 2001
Skills
Compliance, Alternative Investments, Investments, Series 7, Series 63, Series 65, Series 24, series 55, series 3, series 4, MS Excel Pivot Tables, Camra Accounting, ADP order entry, Nasdaq Level 2, SQL, Crystal Reports, Bloomberg, CT health and life..., Real Estate Investing
Education
University of Hartford 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.8
Central Connecticut State University 2004 — 2007
Bachelor of Science (BS), Accounting and Finance, 3.25
Barclays June 2014 - Present
Broadridge Financial Solutions 1999 - 2013
TD Waterhouse 1999 - 2004
Prudential Financial February 1989 - April 1999
Skills
Microsoft Office, Team Leadership, Supervisory Skills, Bilingual-English/Spanis..., Physical Security..., Security negotiability..., R&D settlements, Equities, Corporate Actions, Securities, Settlement, Client Services, Finance, Prime Brokerage, DTC, Back Office, Asset Allocation, Middle Office, Investments, Options, Mutual Funds, Fixed Income
Education
Blake Business School 1989 — 1989
Information Processing Specialist, Computer/Information Technology Administration and Management
Baruch College 1987 — 1989
Accounting and Finance
EMD Consulting LTD. August 2012 - Present
United Way of Calgary and Area April 2011 - Present
TD Canada Trust September 2006 - April 2012
TD Waterhouse December 2003 - August 2006
Solium Capital December 2002 - November 2003
Royal Trust November 1998 - October 2001
Skills
Strategic Planning, Public Speaking, Marketing Communications, Portfolio Management, Coaching, Business Strategy, Project Management, Marketing Strategy, Leadership, Team Leadership, Public Relations, Team Building, Relationship Management, Event Planning, Investments, Marketing, Fundraising, Mutual Funds, Budgets, Non-profits, Community Development, Corporate Communications, Nonprofits, Change Management, Philanthropy, Management, Strategy, Business Development, Program Management, Training, Strategic Communications, Leadership Development
Education
Boston College - Carroll School of Management 2011 — 2011
Certificate, Corporate Citizenship
Dalhousie University 1998 — 2000
MBA
Amato Law Firm, LLC March 2012 - Present
Eccleston Law Offices, P.C. November 2010 - March 2012
Shaheen, Novoselsky, Staat, Filipowski & Eccleston, P.C. May 2000 - November 2010
Waterhouse Securities, Inc. 1994 - 1996
TD Waterhouse 1994 - 1996
Skills
Arbitration, Securities, Litigation, Mediation, Securities Regulation, FINRA, Dispute Resolution, Commercial Litigation, Civil Litigation, Investments, Class Actions, Employment Law, Securities Litigation, Non-compete Agreements, Alternative Dispute..., Torts, Broker-Dealer Compliance, Contract Negotiation, Employment Litigation, Securities Arbitration, Injunctions, Expungement, Estate Planning, Trusts, Revocable Trusts
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
JD
Northern Illinois University 1988 — 1993
BA
Northwestern University
Mediation Skills Training (40-hour Certificate)
TD January 2015 - June 2015
TD December 2013 - January 2015
TD Bank Group February 2012 - December 2013
TD Bank Group December 2010 - February 2012
TD Canada Trust 2009 - December 2010
TD Waterhouse Investor Services 2006 - 2009
TD Waterhouse 2004 - 2006
TD Waterhouse 2000 - 2004
Skills
Recruiting, Change Management, Employee Relations, Banking, Management, Credit, Human Resources, Operations Management, Retail Banking, HR Consulting, Relationship Management, Mortgage Lending, Mutual Funds, Cross Selling, Strategic Communications, Strategic Thinking, Personal Financial..., Stocks, Wealth Management, Employee Engagement, Consumer Lending, Lines Of Credit, Leadership, Customer Experience, Investments, Performance Management, Coaching, Risk Management, Team Leadership, Financial Services
Education
Carleton University 1991 — 1995
BComm, Business
Ciena May 2014 - Present
CaseWare International Inc. March 2014 - April 2014
Alcatel-Lucent January 2013 - August 2013
TD Waterhouse January 2011 - October 2012
Skills
Java, C++, Test Automation, XML, Perl, Networking, Bash, VMware, C#, SQL, Linux, JavaScript, Troubleshooting, Technical Support, Quality Assurance, Visio, Windows, Unix, CSS, Customer Experience, Software Documentation, Oracle, TCL, EXPECT, HTML 5, Testing
Education
Algonquin College of Applied Arts and Technology 2011 — 2013
Computer Programming, 3.78/4.00
Carleton University 2004 — 2008
Bachelor of Arts (B.A.), Applied Economics Minors in Statistics
Morgan Stanley September 2006 - Present
Goldman Sachs July 2004 - September 2006
TD Waterhouse 2001 - 2004
NYBOT 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Infrastructure..., Data Center, Co-location, Business Continuity, UPS systems, Disaster Recovery, IT Operations, Cabling, Infrastructure, Business Continuity..., Facilities Management, Capacity Planning
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Finance
High School of Telecommunications Arts & Technology 1985 — 1989
TD Waterhouse July 2003 - Present
RBC 1989 - 2003
Skills
Philanthropy, Wealth Management, Relationship Management, Retirement Planning, Estate Planning, Investments, Strategic Planning, Fundraising, Charities, Banking, Mutual Funds, Financial Services, Trust Services, Strategy, Finance, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Wealth, Financial Advisory, Wealth Management..., Asset Allocation, Securities, Financial Planning, Social Impact
Education
Bishop's University
BBA, Business
TD Waterhouse October 2012 - May 2013
TopHat Cleaners June 2006 - June 2012
Books and Taxes February 2012 - April 2012
Dua Verma, LLP June 2007 - July 2007
Pizza Pizza December 2001 - January 2006
CIBC Learning and Knowledge Rooms September 2005 - November 2005
Korman & Company July 2005 - August 2005
Skills
Avid listener, Exceptional..., Computer Literate, Expert in MS Office, Familiar with Simply..., Moderate knowledge of..., Multitasker, Flexible..., Ability to Plan and..., Ability to work under...
Education
Brock University 2008 — 2012
Bachelor of Business Administration, Accounting - Honors
Ryerson University 2006 — 2008
Certificate in Business Management-1, Accounting, Management, Economics
Humber College 2004 — 2006
Business Administration Diploma, Accouting, Business management
Dean Roland Russell LLC January 2012 - Present
Confidant Wealth Advisory August 2011 - January 2012
Hokanson Associates May 2005 - August 2011
TD Waterhouse 1999 - 2005
Skills
Certified financial P, Wealth Management, Registered Investment..., Retirement Planning, Investment Management
Education
California State University-Sacramento
MBA, Accountancy
San Diego State University-California State University
Certificate, Personal Financial Planning
San Diego State University-California State University
BA
Fred Alger Management, Inc. January 2015 - Present
Fred Alger Management February 2012 - December 2014
Fred Alger Management June 2007 - February 2012
ING Financial Partners June 2005 - June 2007
TD Waterhouse 2004 - 2005
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, ETFs, Asset Managment, Asset Allocation, Investments, Equities, Retirement Planning, Fixed Income, Separately Managed..., Asset Management, Securities, Investment Strategies, Wealth Management
Education
Berklee College of Music 1999 — 2001
Bachelor of Arts (B.A.), Music
Ontario Public Service August 2015 - Present
Canadian Tire Financial Services December 2012 - July 2015
TD Waterhouse October 2012 - December 2012
TD Waterhouse July 2011 - October 2012
Ministry of Government Services January 2010 - September 2010
Hydro One September 2008 - December 2008
Skills
CMA, Microsoft Excel, Financial Analysis, Data Analysis, Customer Service, Accounting, Banking, IT Management, Project Management, Relationship Management, Finance, Training, Management, Budgets, Team Leadership
Education
Brock University 2006 — 2010
Business Administration, Finance
CMA
TD July 2014 - Present
TD MBNA June 2012 - July 2014
Ragdoll Soup December 2010 - December 2012
TD Waterhouse December 2009 - June 2012
TD Waterhouse May 2011 - September 2011
TD Waterhouse September 2008 - December 2009
Skills
Investments, Financial Analysis, Portfolio Management, Relationship Management, Equities, Banking, Project Management, Proposal Writing, Presentations, Research, Communication, Problem Solving, Managerial, Change Management, Mentoring, Business Analysis, Retail Banking, Finance, Team Leadership, Derivatives, Mutual Funds, Credit, Options, Bonds, Wealth Management, Fixed Income, Trading, Capital Markets, Securities, Financial Risk, Bloomberg, Investment Strategies, Valuation, Economics, Corporate Finance, Leadership, Analysis, Credit Analysis, Credit Risk
Education
Carleton University 2010 — 2012
Master in Business Administration (MBA), Concentration in Change Management and a minor in International Business
Carleton University 2004 — 2008
BA Honours: Economics, Concentration in Finance and a minor in Music
Hyde Park Wealth Management January 2011 - Present
Morgan Stanley Smith Barney September 2009 - December 2010
Fifth Third Bank January 2006 - February 2009
TD Waterhouse September 2000 - January 2006
Andersen Consulting March 1995 - September 2000
Skills
Asset Managment, Risk Management, Leadership, Employee Benefits, Strategic Financial..., Investments, Wealth Management, Financial Analysis, Retirement Planning, Portfolio Management, Insurance, Accounting, Small Business, Financial Advisory, Financial Services, Asset Management, Mutual Funds, Financial Planning
Education
New York University 2010 — 2011
Certificate in Financial Planning
Rider University 1981 — 1985
BS in Commerce, Accounting
Bucknell University 1978 — 1980
none, Accounting
TD Waterhouse 1997 - Present
Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Investment Advisory, Mutual Funds, Portfolio Management, Asset Management, Wealth, Asset Allocation, Retirement, Financial Advice, Investment Strategies, Financial Advisory, Fixed Income, Strategic Financial..., Asset Managment, Bonds, Capital Markets, Finance, Financial Services, Retail Banking, Options
Education
Algonquin College of Applied Arts and Technology 2000 — 2003
Business Administration, Accounting and Finance
J.P. Morgan Securities LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2014 - July 2015
BlackRock February 2008 - October 2013
BlackRock February 2008 - April 2011
Smart Revenue February 2007 - February 2008
TD WATERHOUSE June 1998 - April 2006
Education
BARUCH COLLEGE New
Master of Public Administration, Policy Analysis and Evaluation
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Finance & Investment
TD July 2015 - Present
MBNA April 2014 - July 2015
MBNA February 2012 - March 2014
TD Canada Trust April 2009 - February 2012
TD Waterhouse February 2007 - March 2009
TD Waterhouse November 2005 - February 2007
Skills
Home Equity Lines of..., Mortgage Lending, Investments, Residential Mortgages, Debt Consolidation, Refinance, Lines Of Credit, Credit, Loans, Retail Banking, Banking, Mutual Funds, Consumer Lending, Commercial Banking, Sales Management, Sales Management..., Project Management, Risk Management, Talent Management, Investment Strategies, Compliance, Relationship Management, Financial Services
Education
Algonquin College of Applied Arts and Technology 2003 — 2005
Business Administration, Finance
Trace3 2011 - Present
GapZap Dental Staffing 2008 - 2012
E*TRADE Financial 2005 - 2008
E*TRADE Financial 2001 - 2005
TD Waterhouse 1998 - 2001
OLDE Discount 1998 - 1998
Block Trading 1997 - 1998
Skills
Leadership Development, Trading, Staff Development, New Business Development, Coaching, Business Development, Sales Management, Team Building, Sales, Employee Relations, Budgeting, Marketing, Written Communication, Recruitment, Equity Trading, Team Leadership, Strategic Planning, Employee Development, Project Management, Planning/Organizing, Negotiating, Persuading, Organizational..., Action Planning, Analyzing, Critical Thinking, Customer Service, Relationship Management, Operations, Problem Solving, Financial Markets, Financial Planning, Accounts Receivable, Customer Retention, Long-Range Planning, Marketing Management, Performance Improvement, Vendor Partnerships, Key Account Management, Market Research, Negotiation, Sales Process, Sales Operations, Budgets, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Executive MBA, 3.73
Ithaca College
Bachelor of Arts (BA), Biology
TELUS April 2010 - April 2012
Consultant April 2010 - April 2010
TD Waterhouse August 2009 - April 2010
Deloitte May 2009 - July 2009
MTS Allstream March 2007 - April 2009
UBJ-Boehringer Inc. July 2004 - February 2007
ATS Automation Tooling Systems Inc. March 2002 - June 2004
A&I Engineering / Technology Management Group October 1995 - February 2002
Bernstein GmbH & Co March 1994 - September 1995
Education
EZ-Sigma 2006 — 2007
Fachhochschule Lippe und Höxter 1989 — 1994
Dipl.-Ing.(FH), Logistical / Industrial Engineering
EY October 2014 - Present
Ernst & Young November 2011 - October 2014
Time Inc. February 2010 - November 2011
Ernst & Young October 2002 - January 2010
Siebel Systems April 2002 - October 2002
TD Waterhouse August 2001 - March 2002
Cushman & Wakefield November 2000 - July 2001
Kichler Lighting April 2000 - October 2000
Saint Barnabas Health Care System July 1998 - March 2000
Skills
PeopleSoft, PeopleCode, PeopleTools, SQR, FSCM, ERP, Oracle, SQL, Financials, Crystal Reports, Business Process..., Requirements Gathering, Business Intelligence, SDLC, Business Analysis, Requirements Analysis, Data Migration, Oracle E-Business Suite, Data Warehousing, Visio, PL/SQL
Education
Bangalore University 1992 — 1996
Bachelor of Engineering, Computer Sciences
Sir M Visvesvaraya Institute Of Technology 1992 — 1996
The Indo English High school 1980 — 1990
Duncan Financial March 2010 - Present
LPL Financial March 2005 - March 2009
LPL 2005 - 2007
TD Waterhouse 1997 - 2005
Road Runner Sports 1991 - 1995
Education
California State University-Sacramento
Investment Industry Regulatory Organization of Canada 2011 - Present
Seneca College January 2009 - Present
Moody's Analytics 2007 - Present
Saxon Financial October 2004 - December 2008
HSBC Securities September 2000 - October 2004
TD Waterhouse September 1999 - September 2000
George Brown College January 1999 - August 1999
Skills
Investments, Strategic Financial..., Financial Services, Mutual Funds, Strategic Planning
Education
Dalhousie University 2008 — 2010
MBA, Business
Boston College 1988 — 1989
MA, Political Science
University of Toronto - University of St. Michael's College 1982 — 1987
BA, Political Science
TD Wealth Management January 2014 - Present
TD Waterhouse November 2012 - January 2014
TD Waterhouse October 2010 - November 2012
Skills
Communications Skills..., Analytical/Research..., Computer/Technical..., Flexibility/Adaptability..., Interpersonal Abilities, Leadership/Management..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork, Leadership, Training, Management, Finance, Team Building, Team Leadership, Employee Training, Customer Service, Banking
Education
Centennial College 2013 — 2015
Project Management
Centennial College 2007 — 2009
Accounting Clerk-Microcomputer
Centennial College 2004 — 2006
Police Foundation
Alliance Builidng Services 2010 - 2011
VISTAKON October 2007 - 2011
Citizens Property Insurance October 2006 - October 2007
Blue Cross Blue Shield of Florida 2005 - 2006
TD Waterhouse 2001 - 2005
Skills
Human Resources, Database Admin, Management, Visio, Microsoft Office, Leadership, Customer Service, Travel Arrangements, Coordination, Project Coordination, Expense Reports, Administration, Microsoft Excel, Public Relations, Software Documentation, Database Administration, Office Management, Spreadsheets, Outlook, Access, Finance, Administrative..., Event Planning, Recruiting, PowerPoint, Budgets, SharePoint, Microsoft Word, Databases
Education
Barnard College 1988 — 1990
Open to new opportunities July 2013 - Present
A Buyers Choice Home Inspections July 2011 - July 2013
TD Canada Trust 2006 - August 2010
TD Waterhouse 2003 - 2005
TD Canada Trust 1998 - 2003
The Mutual Group January 1998 - July 1998
Hotel California/Yale Hotel 1995 - 1997
Skills
Home Inspections, Real Estate Appraisals, Residential Mortgage..., Credit Analysis, Residential Revenue..., Commercial Mortgages, Residential Homes, Appraisals, Mortgage Underwriting, Investment Properties, Finance, Condos, Real Estate Economics, Residential Mortgages, Lines Of Credit, First Time Home Buyers, Refinance, Loans, Single Family Homes, Underwriting, Credit, Investments, Referrals, Debt Consolidation, Commercial Real Estate, Risk Management, Investors, Foreclosures, Real Estate Transactions, New Home Sales, Sellers, Townhomes, Relocation, Real Estate, Property, Real Estate Financing, Certified Mortgage..., Construction Loans, Mortgage Lending, Home Equity Lines of...
Education
Carson Dunlop 2011 — 2011
Certificate, Home Inspections
Financial Planners Standards Council 2002 — 2004
Designation, Certified Financial Planner
Canadian Securities Institute 2001 — 2004
Designation, Fellow of the Canadian Securities institue
British Columbia Institute of Technology 1993 — 1995
Diploma in Financial Management, Financial Planning
Vancouver Community College 1975 — 1977
Diploma in Real estate appraisal, Real Estate Appraisal
Bodhi
Zions Bancorporation January 2015 - Present
Zions Bancorporation April 2012 - January 2015
TD Ameritrade April 2007 - April 2012
Ingersoll Rand April 2006 - April 2007
TD Waterhouse August 2004 - April 2006
Fiserv September 1999 - August 2004
Alliance Data Systems February 1997 - August 1999
Skills
HRIS, Onboarding, Employee Relations, Talent Management, Talent Acquisition, Deferred Compensation, Employee Engagement, Change Management, Performance Management, Leadership Development, Succession Planning
Education
Rowan University
Human Resources Management and Services
Carleton University
Business Administration and Management, General
TD Waterhouse August 2014 - Present
CIBC September 2013 - August 2014
Tops Academy March 2013 - December 2013
The University of British Columbia September 2011 - April 2012
Carleton University September 2010 - April 2011
Skills
Economics, Econometrics, Statistics, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Portfolio Management, Fixed Income, Equities, Derivatives, Alternative Investments, Matlab, Stata, Shazam, SAP, Problem Solving, R, Economic Research, Investments
Education
CFA Program
Passed all three levels of the CFA Program
The University of British Columbia 2011 — 2012
Master of Arts (M.A.), Economics
Carleton University 2005 — 2011
Bachelor of Arts (B.A.), Economics, Highest Honor
Janus Ventures Inc. January 2015 - Present
The Majority Group Solutions Inc. March 2011 - December 2014
Finance Minister Mike de Jong Re-election Campaign April 2013 - May 2013
University of Portsmouth September 2011 - April 2013
Canada Revenue Agency December 2007 - September 2011
Toronto Dominion Bank March 2005 - December 2007
TD Waterhouse January 2004 - March 2005
Skills
Corporate Governance, Code Enforcement, Government, Research, Team Leadership, Corporate Law, Policy, Banking, Microsoft Office, Accounting, Investments, Management Consulting, PowerPoint, Microsoft Excel, Strategy, Fundraising, Business Strategy, Internal Audit, Management, Business Planning, Financial Services, Finance, Strategic Financial..., Governance, Credit, Tax, Performance Management, Risk Management, Analysis, Mutual Funds, Corporate Finance, Restructuring, Due Diligence, Mergers & Acquisitions, Legal Advice, Managerial Finance, Financial Analysis, Auditing, Legal Writing, Company Secretarial Work, Nonprofits, Leadership
Education
University of Portsmouth 2011 — 2013
LLM, Corporate Governance and Law
Simon Fraser University 2007 — 2009
Graduate Diploma, Business Administration
British Columbia Institute of Technology 1999 — 2000
Diploma, Financial Management
University of Mumbai 1992 — 1996
BA, Economics
St Xaviers High School, Mumbai 1990 — 1992
Higher Secondary Certificate, Physics, Chemistry, Mathematics, English, French
First Investors Corporation January 2012 - Present
Global Financial Services Companies 2008 - January 2012
TD Ameritrade 2006 - 2008
TD Waterhouse 2004 - 2006
JP Morgan Asset Management 1998 - 2004
Citigroup 1997 - 1998
Sports Marketing International 1991 - 1997
World Tennis Magazine 1987 - 1991
Boating Industry Magazine 1982 - 1987
Skills
Corporate Communications, Strategic Communications, Internal Communications, Social Media, Crisis Communications, Public Relations, Marketing Communications, Content Strategy, Speech Writing, Content Development, Financial Services, Communication Training, Copywriting, Integrated Marketing, Advertising, Direct Marketing, Editing, Newsletters, Publications, Magazines, Storytelling, Editorial, Feature Articles
Education
Boston University 1979 — 1981
Masters, Broadcast Journalism
State University of New York at Buffalo 1975 — 1979
BA, English (Honors) and Psychology
Camarda Financial Advisors February 1999 - Present
TD Waterhouse December 1993 - June 1998
Education
Centenary College 1987 — 1992
BMO Financial Group July 2014 - January 2015
BMO Financial Group February 2014 - July 2014
BMO Financial Group July 2013 - February 2014
Ethical Ocean February 2011 - June 2013
Action Canada May 2010 - April 2011
Engineers Without Borders Canada August 2009 - February 2011
Engineers Without Borders Canada March 2005 - May 2008
World Economic Forum 2003 - 2005
Queen's University September 2003 - August 2004
TD Waterhouse April 2003 - September 2003
Skills
Marketing Strategy, Digital Marketing, Social Media, Strategic Planning, Project Management, Public Speaking, Business Strategy, Entrepreneurship, Corporate Social..., Strategic Communications, Leadership, Public Relations, Event Planning, Team Leadership, International..., Fundraising, Strategic Partnerships, Nonprofits
Education
Queen's School of Business 2008 — 2009
MBA, Marketing
Queen's University 2003 — 2004
MA, Political Science
Bishop's University 2000 — 2003
BA, Political Economics
CIBC Wood Gundy February 2014 - Present
Newstalk 770 Calgary January 2009 - Present
TD Waterhouse November 2006 - February 2014
TD Waterhouse December 2001 - November 2006
Skills
Strategic Financial..., Investments, Wealth Management, Financial Analysis, Retirement Planning, Mutual Funds, Portfolio Management, Wealth, Financial Modeling, Estate Planning, Banking, Investment Strategies, Securities, Asset Managment, Asset Allocation, Mortgage Lending, Asset Management, Financial Advisory, Financial Services, Financial Planners, Equities, Investment Management, Investment Advisory, Retirement, Alternative Investments, Finance, Wealth Management..., High Net Worth..., Pensions, Fixed Annuities, Trading, Canadian Securities..., Life Insurance, Disability Insurance, Insurance, Certified Financial..., Tax, Retirement Savings, Critical Illness, Options, Personal Financial..., Wealth Accumulation, Financial Planning, Interview Skills, Radio Host
Education
Carleton University
Economics
CompuGain March 2015 - Present
J.P. Morgan May 2011 - December 2014
J.P. Morgan August 2007 - May 2011
Commerzbank, AG August 2004 - August 2007
Commerzbank AG August 2000 - August 2004
TD Waterhouse September 1999 - May 2000
Skills
Business Analysis, Data Warehousing, Project Planning, Software Project..., SQL, Project Management, Unix, Access, Software Development, SDLC, Process Improvement, Banking, Databases, IT Management, IT Strategy, Integration, Management, Requirements Analysis, Requirements Gathering, Visio, ITIL, Business Intelligence, Agile Methodologies, System Administration, Enterprise Architecture, Vendor Management, SharePoint, Troubleshooting, Program Management, Disaster Recovery
Education
Stevens Institute of Technology 2004 — 2006
Masters
University of Maryland College Park 1996 — 1998
BS
Franciscan University of Steubenville 1994 — 1996
Baruch College, City University of New York (CUNY)
HSBC Global Banking and Markets November 2014 - Present
Commerzbank AG February 2005 - September 2014
TD Waterhouse June 1998 - February 2005
CIBC World Markets October 1993 - June 1998
Skills
International Corporate..., Domestic Corporate..., International Dividends..., Domestic Dividends..., Knowledge of Excel and..., Banking, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Bloomberg, Investment Banking, Risk Management, Financial Services, Securities
Education
Iona College 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Borough of Manhattan Community College 1987 — 1989
Associate's degree, Accounting
APRI Group, Inc. September 2015 - Present
ProSight Specialty Insurance 2012 - 2015
The Navigators Group, Inc. 2004 - 2011
UBS Wealth Management 2002 - 2004
Deutsche Bank 2001 - 2002
TD Waterhouse 1998 - 2001
Skills
Underwriting, Professional Liability, Insurance, D&O, Financial Analysis, Brokers, Employment Practices...
Education
Rutgers Business School 1997 — 1997
MBA, Finance
American University
BA, Justice
TD September 2013 - Present
TD Waterhouse January 2013 - April 2013
TD August 2011 - December 2012
TD August 2006 - August 2011
CASSIDY AND CO. ARCHITECTURAL TECHNOLOGISTS July 2010 - January 2011
Kelvin Emtech April 2010 - July 2010
Turner Fleischer Architects Inc. August 2008 - November 2008
Henry Chiu Architect February 2008 - August 2008
Skills
Basic Accounting, Skilled Communicator, Presentation Design, Sales, Close Attention to..., High Organizational..., Project Management..., Resourceful..., Technological Savvy, Passion for Success, Strive Above & Beyond, Cross Selling, Mutual Funds, Loans, Teller Operations, Personal Banking, Credit, Finance, Accounting, Customer Service, Retail Banking, Project Management, Banking, Credit Risk
Education
Credit Institute of Canada 2015 — 2017
Certified Credit Professional Designation, Finance and Financial Management Services
Canadian Securities Institute 2011 — 2011
Investment Funds in Canada, Banking and Financial Support Services
George Brown College 2004 — 2007
Architectual Technologist, Architectural Drafting and Architectural CAD/CADD
Centennial College 2002 — 2003
General Office Administration, Business/Office Automation/Technology/Data Entry
Masters & Masters Law Firm March 2013 - September 2013
Medix School September 2009 - January 2013
Trebas Institute June 2008 - September 2009
TD Waterhouse December 2005 - April 2007
ABC Property & Lien Reports Inc. May 2000 - September 2005
Skills
Administrative..., Data Entry, Filing, Outlook, Office Administration, Time Management, Research, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Nonprofits, Process Scheduler, Editing, Student Affairs, Resume Writing
Education
Toronto School of Business 1998 — 1999
Diploma, Legal Assistant
Centennial College 1997 — 1998
Certificate, Hospitality Services
IA Clarington July 2015 - Present
National Bank Investments January 2015 - July 2015
National Bank of Canada March 2009 - December 2014
Dundee Securities June 2006 - February 2008
Standard Life September 2004 - June 2006
TD Waterhouse January 2003 - September 2004
TD Bank Group January 2001 - July 2003
Skills
CIM, Mutual Funds, Investments, Financial Advisory, Wealth Management, New Business Development, Investment Banking, Alternative Investments, Sales, Business Development, Sales Management, Territory Management, Practice Management, Salesforce.com, Sales Presentations, Mortgage Lending, Loans, Investment Advisory, Coaching, Budgets, Management, Credit, Social Media, Mortgage Banking, Cross-functional Team..., Canadian Securities..., Event Management, Brokerage, Securities, Trading, Investment Strategies, Retirement Planning, Sales Force Development, Strategic Financial..., Sequoia, Online Brokerage, Budget, Separately Managed..., Change Management, Financial Services, Insurance, Portfolio Management, Banking, Analysis, Relationship Management, Financial Planning
Education
Canadian Securities Institute 2014 — 2014
Chartered Investment Manager Designation (CIM), Currently enrolled
Canadian Securities Institute 2002 — 2004
Canadian Securities Course/Conduct and Practice Handbook Course
Concordia University 1998 — 2001
B.Comm, Economics
John Abbott College 1996 — 1998
Commerce
UBS Investment Bank November 2014 - Present
UBS Securities April 2011 - Present
CME Group March 2009 - April 2011
FINRA May 2005 - March 2009
Beam & Astarita, LLC November 2002 - May 2005
US Securities and Exchange Commission May 2001 - August 2001
New York Stock Exchange, Inc. February 1999 - May 2001
Paine Webber September 1996 - February 1999
TD Waterhouse October 1994 - July 1996
Skills
Corporate Governance, Securities, Corporate Law, Risk Management, Derivatives, Due Diligence, Capital Markets, Securities Regulation, Financial Regulation, Hedge Funds, FINRA, Series 7, Fixed Income, Equities
Education
New York Law School 2009 — 2013
LL.M., Financial Services Law
Brooklyn Law School 1998 — 2002
J.D., Law
Florida State University 1989 — 1993
B.A., History and International Affairs
BMO Financial Group November 2014 - Present
Bank of Montreal April 2012 - November 2014
Bank of Montreal September 2009 - March 2012
Bank of Montreal June 2006 - September 2009
TD Canada Trust October 2001 - June 2006
TD Waterhouse September 2000 - October 2001
Skills
Financial Analysis, Coaching, Financial Services, Sales, Business Development, Credit Risk, Credit Analysis, Leadership, Retail Banking, Strategic Financial..., Banking, Mortgage Lending, Wealth Management, Portfolio Management, Mutual Funds, Risk Management, Commercial Banking, Customer Service, Finance, Commercial Lending, Financial Planning, Residential Mortgages, Small Business Lending, Consumer Lending
Education
Athabasca University 2007 — 2011
Master of Business Administration (MBA)
Simon Fraser University 1990 — 1996
Bachelor of Arts (B.A.)
Canadian Securities Institute
Professional Financial Planning Course
Canadian Securities Institute
Conduct and Practices Handbook
Canadian Securities Institute
Branch Compliance Officer
GreatCall January 2013 - Present
GreatCall September 2012 - January 2013
GreatCall March 2010 - September 2012
GreatCall June 2009 - March 2010
LPL Financial Services September 2007 - July 2008
Accredited Home Lenders 2004 - 2007
Armadillo Construction February 2002 - October 2004
TD Waterhouse May 1999 - July 2001
Skills
E-Learning, ADDIE, Instructional Design, Captivate, Needs Analysis
Education
San Diego State University-California State University 2010 — 2013
MA, Educational Technology
Boston College 1993 — 1997
BA, Political Science
BMO Financial Group May 2013 - Present
BMO January 2013 - May 2013
Alterna Savings September 2011 - January 2013
TD Waterhouse September 2008 - October 2009
Skills
Credit, Mortgage Lending, Mutual Funds, Banking, Loans, Financial Services, Wealth Management, Retirement Planning, Relationship Management, Financial Advisory, Investment Advisory, Lines Of Credit, Residential Mortgages, Securities
Education
Algonquin College of Applied Arts and Technology 2006 — 2008
3 Year Diploma, Business Administration, Financial Services Major
Carleton University 2001 — 2005
B.A. Honours, Law, Concentration Business Law, Minor Psychology
KPMG Canada April 2012 - Present
Argy, Wiltse & Robinson, P.C. (now BDO USA, LLP) 2011 - 2011
Washington and Lee University May 2010 - August 2010
West Virginia Public Defender Services June 2009 - August 2009
TD Waterhouse 2007 - 2008
Kaplan Test Prep and Admissions 2007 - 2007
Education
York University - Osgoode Hall Law School
Master of Laws (LLM), Tax Law/Taxation
Washington and Lee University School of Law
Juris Doctor, Law
Carleton University
Bachelor of Arts, Economics
Louisiana State University
Non-degree coursework, Accounting
Washington and Lee University
Non-degree coursework, Accounting
TD Waterhouse September 2010 - Present
TD Canada Trust October 2007 - February 2010
Skills
Wealth Management, Investments, Financial Services, Financial Analysis, Finance, Retail Banking, Risk Management, Portfolio Management, Relationship Management
Education
Carleton University 1997 — 2001
B. Comm Hon
McNally Financial Services Corporation 2009 - Present
Bonds.com, Inc. 2008 - 2009
TD Waterhouse 1996 - 2004
Skills
Fixed Income
Education
University of California, San Diego 1987 — 1991
Alliant International University-San Diego Scripps Ranch 1984 — 1986
Callalily Studios 2008 - Present
Morgan Stanley July 2014 - October 2014
Edelman Financial Services January 2011 - July 2014
Dana's Angels Research Trust May 2010 - May 2014
TD Ameritrade 2006 - 2009
TD Waterhouse 2003 - 2006
TD Waterhouse 2001 - 2003
TD Waterhouse 2001 - 2001
TD Waterhouse 1999 - 2001
Skills
Series 7, series 9, series 10, series 63, series 66, Investments, Financial Services, Series 63, Securities, Mutual Funds, Uniform Combined State..., Sales, Wealth Management, Equities, Options, FINRA, Trading, CRM, Risk Management, Management, Finance, Financial Advisory, Portfolio Management, Retirement Planning, Leadership, Business Development
Education
American University
BS, Pyschology
American University
BA, Communications
Florida State University- Center for Professional Development
Certificate, Financial Planning
Softeem Emphasis Inc 2001 - Present
TD Waterhouse 2000 - 2001
Rogers Communications Inc. 1998 - 2000
Bell Canada 1995 - 1998
Wipro Ltd September 1990 - August 1994
Karnataka Power Corporation September 1985 - August 1990
Skills
Web Development, Business Strategy, E-business, Project Management, IT Strategy, Business Analysis, Vendor Management, Leadership, Telecommunications, Outsourcing, Process Improvement, Management Consulting, Management, Program Management, Integration, Supply Chain Management, Business Intelligence
Education
University of Waterloo 1994 — 1999
MASc
Indira Gandhi National Open University 1987 — 1992
MBA
The Institute of Cost Accountants of India 1988 — 1991
AICWA
B. M. S. College of Engineering 1980 — 1985
BE
National College 1977 — 1979
PUC
Credit Suisse May 2011 - Present
Bank of America/Merrill Lynch September 2009 - January 2011
FDNY May 2009 - September 2009
Bank of America/Merrill Lynch 2005 - 2009
TD Waterhouse October 2004 - November 2005
CSC January 2003 - October 2003
JP Morgan Chase 2000 - 2003
JP Morgan c/o CSC 1998 - 2000
Skills
Multicast, BGP, OSPF, Routing, Data Center, EIGRP, Low Latency, PIX, Network Engineering, Network Architecture, Cisco, RIP, Switches, Routers, Routing Protocols, HSRP, LAN/WAN, Network Design
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1976 — 1981
CIBC November 2012 - Present
Perme Group Inc. November 2008 - Present
CGI September 2011 - July 2012
CIBC February 2011 - September 2011
TD September 2010 - January 2011
Citibank October 2009 - August 2010
CIBC November 2008 - July 2009
TD Waterhouse August 2008 - October 2008
CGI February 2002 - October 2008
TD Bank March 2004 - January 2008
Skills
SOA, Java, J2EE, Weblogic, Spring, Websphere, System Architecture, Web Services, UML, Hibernate, Architecture, Business Analysis, Agile, Java Enterprise Edition, SDLC, Agile Methodologies, Enterprise Software, Enterprise Architecture, Software Development, Web Applications, Solution Architecture
Education
Univerzitet u Nišu 1991 — 1996
B.Sc., Electrical Engineering, Electronics/Computer Science
University of Zagreb/Sveuciliste u Zagrebu 1990 — 1991
B.Sc., Electrical Engineering
Medline Industries, Inc. August 2012 - Present
TD Ameritrade January 2011 - August 2012
Healthcare Management Systems May 2009 - January 2011
Goldman Sachs May 2006 - May 2009
Pfizer November 2005 - May 2006
Galaxy Systems 2004 - 2006
GSI Commerce September 2005 - November 2005
TD Waterhouse April 2005 - September 2005
United States Department of Agriculture September 2003 - March 2005
Education
Texas Tech University 2002 — 2004
Masters, Computer Science
Andhra University 1998 — 2001
Bachelors, Computer Science
TD Asset Management November 2007 - Present
TSCC 1703 (1 King West) December 2005 - December 2014
TD Asset Management July 2003 - November 2007
TD Waterhouse April 2000 - July 2003
TD Securities June 2001 - April 2002
TD Waterhouse April 1999 - April 2000
CT Securities January 1998 - August 1998
Franklin Templeton Investments January 1997 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Investments, Wealth Management, Capital Markets, Portfolio Management, Bloomberg, Options, Alternative Investments, Derivatives, Relationship Management, Bonds, Investment Management, Trading, Investment Strategies
Education
Canadian Securities Institute 1998 — 2009
CFA Institute 2001 — 2006
Financial Planning Standards Council
Centennial College 1995 — 1998
Financial Services Co-Op
S4S Abroad August 2013 - Present
Northern Trust April 2012 - September 2012
Northern Trust January 2011 - April 2012
TD Waterhouse March 2010 - December 2010
TD Canada Trust May 2008 - February 2010
Skills
Capital Markets, Bloomberg, Fixed Income, Portfolio Management, Investments, Trading, Securities, Wealth Management, Financial Analysis, Finance, Banking, Relationship Management
Education
BPP Law School 2015 — 2016
MA (LPC with Business), Law
University of Sussex 2012 — 2014
Bachelor of Laws (LLB)
Ryerson University 2004 — 2009
Bachelor of Commerce, Accounting and Business/Management
Virtual Mortgage Agent May 2015 - Present
GROWcast March 2015 - Present
ReferralMortgages.com June 2013 - Present
InTouch Business Solutions 2013 - January 2015
TD February 2013 - May 2013
TD Canada Trust March 2011 - March 2013
TD Canada Trust November 2007 - March 2011
TD Waterhouse January 2007 - November 2007
Glentel January 2006 - January 2007
Skills
Mortgage Lending, Residential Mortgages, Refinance, Home Equity Lines of..., Commercial Mortgages, Commercial Real Estate, Referrals, Real Estate Financing, First Time Home Buyers, Finance
Education
Algonquin College of Applied Arts and Technology 2000 — 2002
Lester B. Pearson High School 1997 — 2001
High School Diploma, with honours
CIBC World Markets April 2012 - Present
BMO Nesbitt Burns September 2010 - March 2012
TD Waterhouse September 2004 - September 2010
TD Waterhouse September 2002 - September 2004
CIBC September 2001 - September 2002
CIBC Wood Gundy September 1998 - September 2001
Education
Carleton University 1992 — 1997
Bachelor’s Degree
Scott-Free Scholarship Foundation May 2015 - Present
YMH, Inc. April 2015 - Present
Spanish for Fun May 2013 - March 2015
YMH, INC. 2012 - 2013
Scott-Free 2010 - 2013
Waterville Research 2009 - 2009
Etrade Financial 2006 - 2007
TD Waterhouse 2005 - 2006
Pond Securities 2003 - 2003
Aegis Capital 1993 - 2001
Skills
Event Management, Non-profits, Fundraising, Proposal Writing, Competitive Analysis, Nonprofits, Strategy, Analysis, Business Development, Research, Marketing Strategy, Volunteer Management, Strategic Planning, Leadership, Social Media, Management, Microsoft Office, Finance, Event Planning, Customer Service, Marketing, Financial Analysis, Team Building, Executive Management, Project Planning
Education
Adelphi University 1990 — 1995
B.B.A., Finance
CIBC April 2014 - Present
National Bank of Canada December 2012 - April 2014
TD Waterhouse July 2012 - December 2012
Health Canada October 2011 - March 2012
Statistics Canada April 2011 - September 2011
Bank of America February 2010 - April 2011
Champs Sports September 2005 - April 2008
Skills
SAP, Excel, Word, PowerPoint, Photoshop, Outlook, MS Project, Microsoft Office, Oracle, Lotus Notes, Microsoft Excel, Banking, Microsoft Word, Marketing, Customer Service, Sales, Human Resources, Training, Management, Financial Analysis, Leadership, Finance, Teamwork
Education
Algonquin College of Applied Arts and Technology 2007 — 2009
Business Administration
Merivale High School 1999 — 2003
Chicago Public Schools August 2001 - Present
TD Waterhouse June 1999 - August 2001
Skills
Lesson Planning, Classroom Management, Curriculum Design, Curriculum Development, Classroom, Differentiated..., Educational Leadership, Literacy, Elementary Education, Tutoring, K-12, Educational Technology, Teacher Training, Special Education, Teaching, Staff Development, Language Arts, ESL, Instructional Technology, Social Studies
Education
Chicago State University 1995 — 1999
Early Childhood Education and Teaching
Herff Jones March 2004 - January 2014
TD Waterhouse January 1998 - May 2002
NYC Department of Education January 1994 - July 1997
Skills
Salesforce.com, CRM, Sales Operations, Selling, Strategy, Account Management, Sales, Marketing, Staff Development, Sales Presentations, Curriculum Development, Educational Technology, Teacher Training, Classroom, E-Learning
Education
American Intercontinental University
Brooklyn College
Kenan-Flagler Business School 2011 - Present
Robert H. Smith School of Business 2008 - 2011
Ericsson 2000 - 2003
Sybase 1998 - 2000
TD Waterhouse 1996 - 1997
US Navy 1992 - 1996
Skills
Financial Modeling, Data Analysis, Strategic Planning
Education
University of Arizona, Eller College of Management 2003 — 2008
PhD, Management
Boston University Questrom School of Business 1996 — 1998
MBA, Finance
Rensselaer Polytechnic Institute 1988 — 1992
BS, Mathematics
Cham Shan Temple July 2005 - Present
Thornhill Nursery School September 2002 - June 2003
Herzing College October 2001 - March 2002
Merrrill Lynch Canada February 2000 - September 2001
Sprint Canada June 1998 - December 1999
Brookfield Management Services Ltd. March 1998 - June 1998
Cadbury Chocolate Canada August 1997 - March 1998
Ernst & Young Measurement Systems October 1996 - August 1997
TD Waterhouse April 1993 - October 1996
Skills
Business Analysis, Project Management, Systems Analysis, Software Design, System Testing, End User Training, Presentations, Software Documentation, IT Consulting, Requirements Analysis, SQL, PL/SQL, Windows, Team Leadership, SDLC, Microsoft Office, Program Management, Software Project..., Software Development, Management, Databases, Analysis, Strategic Planning
Education
MicroSkills 2014 — 2015
Mobile and Web Application Development
Microskills 2014 — 2014
Salesforce CRM
Herzing College 2001 — 2002
Bournemouth University 1972 — 1975
Bachelor's Degree, Mathematics and Statistics, Computer Science
PMI
Project Management Professional Certification
Marshall Financial Group May 2004 - Present
TD Waterhouse June 2001 - May 2004
Merrill Lynch July 1998 - June 2001
Vanguard March 1998 - July 1998
Skills
Asset Allocation, Portfolio Management, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investment Strategies
Education
Lasalle University 1995 — 1997
Bachelor of Business Administration (BBA), Finance
Bucks County Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
FPA Residency
Penn State Great Valley
Quick Start- Passion to Payoff
iPEC - PSig
iPEC Mt Laural
Bluewave Energy Ltd. A Division of Parkland Industries March 2013 - Present
RBC Insurance April 2010 - March 2013
BNI 2009 - 2010
TD Waterhouse February 2007 - January 2009
Skills
Insurance, Disability Insurance, Critical Illness
Education
Algonquin College of Applied Arts and Technology 2003 — 2006
Business Administration, Finance
Confed 1996 — 2000
Mississauga Websites March 2003 - Present
Blueberry3 July 2010 - Present
Business Network International (BNI) 2007 - 2009
TD Waterhouse March 2000 - October 2003
Skills
HTML, CSS, Flash, Photoshop, Dreamweaver, JavaScript, Internet Marketing, Corporate Branding, Web Marketing, Advertising, CMS, SEO, Email Marketing, Web Design, Online Marketing, SEM, Blogging, Marketing, Strategic Planning, Management, Social Media, Marketing Strategy, Social Networking, Customer Service, Social Media Marketing, Online Advertising
Education
CDI College -Technical school 2003 — 2004
Diploma, Web design & programming, A+
Sheridan College 1991 — 1992
diploma, Telecom Management Diploma
Brock University 1971 — 1974
BA HON, Economics, Math
T.L.Kennedy S.S. 1965 — 1969
high school diploma, Arts and Science
SANS Institute February 2011 - Present
DTCC February 2005 - Present
TD Waterhouse September 2004 - December 2004
iGate Mastech February 2003 - September 2004
AT&T Wireless January 2001 - February 2003
AT&T Wireless December 2000 - January 2001
Skills
Java Enterprise Edition, XML, Websphere, Software Development, C#, Eclipse, SOAP, JSP, Oracle, JUnit, Java, Unix, Tomcat, AWS, Scala, Amazon S3, DynamoDB, Amazon EC2, Android Development, MBaaS, REST, RESTful WebServices, Play Framework, Big Data, Cloud Computing, UML, Web Applications, Design Patterns, JMS
Education
Mordovia State University named after N.P. Ogarev (MSU) 1991 — 1996
MS in CS, Industrial electronics
HOOPP (Healthcare of Ontario Pension Plan) September 2013 - Present
CPP Investment Board March 2011 - September 2013
CPP Investment Board August 2009 - March 2011
RBC April 2009 - July 2009
RBC Dexia Investor Services January 2008 - January 2009
TD Waterhouse December 2005 - January 2008
State Street September 2005 - December 2005
State Street March 2004 - August 2005
State Street June 2002 - September 2002
State Street January 2001 - June 2002
Skills
MS Project, Microsoft Excel, PowerPoint, Microsoft Word, ERP, Bloomberg, Fixed Income, Derivatives, Equities, Financial Analysis, Capital Markets, Financial Modeling, Business Analysis, Portfolio Management, Hedge Funds, Management, Business Requirements, Valuation, Analysis
Education
Central Michigan University 2002 — 2003
MSA
McMaster University 1996 — 2000
BBA
Aftra Health & Retirement Funds January 2008 - October 2011
TD Waterhouse 1999 - 2007
Stony Brook University June 1997 - April 1999
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
Stony Brook University 1992 — 1997
BE, Mechanical Engineering
Legrand North America/Middle Atlantic Products, Inc. June 2012 - Present
Samsung Electronics America, Inc. August 2010 - June 2012
Samsung Electronics America, Inc. January 2009 - July 2010
Samsung Electronics America, Inc. March 2008 - November 2008
Samsung Electronics America, Inc. January 2007 - March 2008
Samsung Electronics, North America October 2005 - December 2006
TD Waterhouse March 2004 - October 2005
Solectron Corporation May 2002 - March 2004
Bear Stearns & Co. Inc. June 1999 - May 2002
Skills
Logistics, Performance Management, Executive Management, Employee Relations, Human Resources, Strategy, Recruiting, Leadership, Training, Program Management, Onboarding, Negotiation, Integration, Policy, New Hire Orientations, Temporary Placement
Education
Centenary College 2001 — 2003
MBA
West Virginia University 1995 — 1999
BSBA
Morgan Stanley July 2015 - Present
J.P. Morgan Securities LLC May 2013 - June 2015
Goldman Sachs 2009 - May 2013
Goldman Sachs April 2006 - 2009
Accoona, Corp November 2005 - March 2006
TD Waterhouse May 2004 - November 2005
NOVARTIS March 2002 - December 2003
PAGOO Inc. May 2001 - February 2002
Exadel, Inc May 2000 - April 2001
Skills
Electronic Trading, Interest Rate..., Machine Learning, C++, Java, Scala, Market Making, Exchange Connectivity, Statistical Arbitrage, Grid Computing, Akka, Spark, Hadoop, Market Data, High Frequency Trading, Databases, Financial Modeling, MOM, FIX, Agile, Distributed Systems, R, Matlab, Python, x86 Assembly, Data Mining, Investment Banking, Market Risk
Education
Bauman Moscow State Technical University 1991 — 1997
Master's degree
TD Waterhouse June 2008 - Present
Most Home Real Estate Services December 2006 - May 2008
Istonish Inc February 2003 - December 2006
Rational Software November 2000 - October 2002
Canadian Armed Forces June 1996 - August 2000
Education
Algonquin College of Applied Arts and Technology 1998 — 2002
Diploma, Computer Programming
CEGEP Heritage 1995 — 1997
DEC, Pure and Applied Sciences
Weight Watchers March 2014 - Present
The Children's Place December 2012 - March 2014
Infogroup February 2011 - December 2012
Kaplan April 2010 - January 2011
Duane Reade July 2007 - May 2010
New York Life International June 2006 - July 2007
Independence Community Bank/Sovereign Bank July 2005 - June 2006
Hess Corporation April 2002 - July 2005
TD Waterhouse February 2000 - March 2002
Geller & Co. November 1996 - February 2000
Skills
Employee Benefits, Deferred Compensation, HRIS, Human Resources, Payroll, Policy, Program Management, Employee Relations, Performance Management, Recruiting, Talent Management, Incentive Programs, Executive Pay, Leadership, Salary, Coaching, Benefits Administration, Leadership Development, Succession Planning, Talent Acquisition, Change Management, Employee Engagement, Technical Recruiting, Onboarding, Personnel Management, Employee Training, Compensation & Benefit, FMLA, Employment Law, Organizational..., Applicant Tracking..., HR Policies, Interviews, Compensation & Benefits
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
Master of Science, Human Resources and Industrial Labor Relations
New York University
Bachelor, Psychology
Kiska Solutions, Inc. 2011 - Present
Xenon Consulting September 2008 - 2010
NY Stock Exchange 2001 - 2005
TD Waterhouse 1998 - 2001
True North Communications/FCB Direct 1996 - 1998
Skills
Strategic Planning, Business Intelligence, Business Objects, SDLC, Business Intelligence..., Negotiation, Business Strategy, Crystal Reports, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1991
Bachelor of Business Administration (BBA)
Qtrade Financial Group April 2010 - Present
Qtrade Financial Group 2000 - April 2010
TD Waterhouse 1998 - 2000
Skills
Investments, Mutual Funds, Wealth Management, Securities, Portfolio Management, Equities, Asset Managment, Fixed Income, Investment Advisory, Trading, Financial Analysis, Investment Strategies, Bonds, Investment Management, Risk Management, Derivatives, FX Options, Capital Markets, Financial Planners, Asset Management, Financial Services, Loans, Finance, Options, Retirement, Financial Modeling, Wealth Management..., Credit, Bloomberg, Alternative Investments, Corporate Finance, Wealth, Relationship Management, Asset Allocation, Hedge Funds, Financial Advisory, Cash Management, Financial Planning, ETFs, Valuation, Equity Trading, Investor Relations, Equity Research, Private Equity, Management
Education
The University of British Columbia 1994 — 1996
B.Comm, Finance
Capilano University 1993 — 1994
Bachelor's Degree, UBC Commerce transfer program
Okanagan College 1991 — 1992
University Transfer Program, Commerce
George Elliot
TD Waterhouse October 2006 - Present
TD Wealth Management 2006 - 2013
Altamira Financial Services October 1993 - April 2006
Altamira Investment Services Inc 2001 - 2006
Skills
Financial Planning, Retirement Planning
Education
Acadia University 1989 — 1993
BA
Regina Mundi College
Voya Investment Management January 2014 - Present
ING Investment Management October 2011 - January 2014
MEAG August 2007 - September 2011
Saks Fifth Avenue 2005 - 2007
Alliance Bernstein December 2001 - July 2004
Invesco Institutional March 2000 - December 2001
TD Waterhouse June 1997 - March 2000
Reich & Tang Funds 1996 - 1997
Skills
Fixed Income, Equities, Accounting, Derivatives, Equity Trading, Financial Risk, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Analysis, Asset Allocation, Bloomberg, Finance
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, International Business
Union Bank February 2006 - Present
Union Bank of California 2006 - Present
TD Waterhouse 1997 - 2003
UCSD Extension 1997 - 2003
Skills
Data Warehousing, SSRS, Microsoft SQL Server, SQL, Business Intelligence, SSIS, Data Modeling, ETL, SDLC, Databases, T-SQL, Database Design, Database Administration, Analytics, Performance Tuning, Tableau
Education
University of Phoenix 2002 — 2004
Bachelor of Science (BS), Information Technology
Cincinnati State Technical and Community College 1982 — 1984
Associate of Science (AS), Data Processing
TD Wealth Management October 2013 - Present
TD Waterhouse September 2004 - September 2013
TD CanadaTrust 2002 - 2004
Skills
Retail Banking, Investment Strategies, Bonds, ETFs, Financial Analysis, Mortgage Lending, Options, Loans, Credit, Financial Advisory, Credit Analysis, Residential Mortgages, Financial Risk, Personal Financial..., Fixed Income, Risk Management, Strategic Financial...
Education
Carleton University 1995 — 2000
Economics
DIA Training
DIA Training
Morgan Stanley March 2014 - Present
Ernst & Young January 2013 - March 2014
Morgan Stanley April 2008 - December 2012
TD Ameritrade August 2007 - April 2008
TD Ameritrade January 2006 - July 2007
TD Waterhouse October 2004 - January 2006
Skills
Information Security, Information Security..., Risk Management, Security, Computer Security, Incident Management, Information Technology, IT Strategy, Operational Risk..., Risk Assessment, Vulnerability Assessment, Vendor Management, IT Management, Security Management, Business Continuity, Enterprise Risk..., SDLC, Disaster Recovery, Security Awareness, Firewalls, IT Service Management, Security Audits, Governance
Education
Stevens Institute of Technology 2006 — 2009
MS, Information Systems - Information Security
Binghamton University 1999 — 2003
BS, Computer Engineering
wm financial services Financial AdvisorWaMu Investments2007 - Present
td waterhouse 2001 - 2004
Education
California State University San Marcos 2002 — 2006
BUSINESS ADMINISTRATION, ACCOUNTING
Colorado State University 1994 — 1997
Colorado State University 1994 — 1995
finance
Mutual Fund Store August 2007 - Present
Vestor Capital Corporation April 2006 - July 2007
TD Waterhouse 1991 - 2004
Skills
Financial Advisory, Series 7, Mutual Funds, Securities, Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, ETFs, Asset Allocation, Series 63, Series 65, Investments, FINRA, Alternative Investments, Investment Management, Retirement
Education
Baldwin Wallace University 1986 — 1989
TD Waterhouse April 2005 - Present
Skills
Banking, Investments, Wealth Management, Retirement Planning, Portfolio Management, Investment Strategies, Mutual Funds, Investment Advisory, Strategic Financial..., Financial Advisory, Asset Management, Fixed Income, Asset Allocation, Retirement, Securities, Estate Planning, Financial Planning
Education
Brock University 1985 — 2000
Western Asset Management February 2006 - January 2007
Western Asset Management 2006 - 2007
Western Financial Bank July 2005 - October 2005
TD Waterhouse September 2004 - December 2004
Morgan Stanley June 2003 - July 2004
Nicholas Applegate February 2001 - October 2001
Education
California State University-Northridge 1996 — 2000
BS
E*TRADE Clearing, LLC October 2009 - Present
E*TRADE Financial May 2007 - November 2009
Etrade Financial October 2006 - May 2007
TD Waterhouse May 2005 - September 2006
Oppenheimer & Co. September 2003 - May 2005
Skills
Securities, Call Centers, Training, Management, Outsourcing, Series 24, Financial Services, Series 7, Series 63, Risk Management, FINRA, Mutual Funds, Fixed Income, Equities, Back Office, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
Mount Saint Michael Academy 1991 — 1995
Mount Saint Michael Academy
Johnson Associates, Inc. May 2007 - Present
TD Ameritrade January 2000 - April 2007
TD Waterhouse September 1995 - January 2000
Skills
Human Resources, Financial Services, Financial Modeling, Management
Education
Baruch College, City University of New York (CUNY) 1999 — 1999
Not applicable, Human Resources Certificate courses
University of Connecticut 1991 — 1995
Lehman Brothers 2005 - 2006
Navigant Consulting 2005 - 2005
E*TRADE Financial 2004 - 2005
Blackman Kallick 2002 - 2004
td waterhouse 2000 - 2001
Education
Benedictine University 1995 — 1998
Infonickel Online Marketing Inc February 2009 - Present
Toronto Dominion Bank Financial Group November 2013 - September 2014
St. John's Rehab Hospital August 2011 - October 2012
Jiwa Law Office June 2009 - July 2011
TD Waterhouse May 2007 - May 2009
Bell ExpressVu April 2006 - May 2007
Centennial College January 2004 - April 2006
Skills
Accounts Payable, QuickBooks, Accounts Receivable, Payroll, Leadership, Accounting, Account Reconciliation, Time Management, General Ledger, Bank Reconciliation, Income Tax, Tax Advisory, Tax Returns, Dispute Resolution, Customer Service, Communication, Financial Statements, Audit Reports, Accurate Data Entry, Organization, Work in A Fast Paced..., Self-motivated Team..., Sage, Accpac, Quicken, Microsoft Excel, Microsoft Word, Financial Analysis, Accruals, Fixed Assets, Fixed Asset Depreciation, Bookkeeping, Financial Accounting
Education
Centennial College 2004 — 2006
Accounting Advanced Diploma, Business
South Gujarat University 1997 — 2000
Degree, Law
Freelance 2001 - Present
Citi July 2008 - March 2013
Bank of America January 2006 - July 2008
TD Waterhouse October 2004 - April 2006
ALanguageBank, Inc November 1999 - July 2001
Skills
Translation, Proofreading, Localization, Editing, Language Services, Linguistics, Trados, Interpreting, Voice Over, Conference Interpreting, Simultaneous..., Financial Translation
Education
Baruch College 1993 — 1995
Master of Business Administration (MBA), Marketing
National Chengchi University 1988 — 1992
Bachelor of Arts (B.A.), Land Economics
Pinnacle Equity Solutions, Inc. September 2013 - March 2014
Global Symmetrics Group (Start-up) April 2012 - March 2014
MFS Investment Management May 2004 - April 2012
Manning & Napier Advisors December 2001 - May 2004
TD Waterhouse March 1994 - December 2001
Education
Saint Lawrence University 1989 — 1993
BA in Economics
Deerfield Academy 1988 — 1989
Boston Latin School 1982 — 1988
J. Priest Investment management Inc. February 2010 - Present
University of Toronto, School of Continuing Studies January 2002 - May 2013
University of Toronto, School of Continuing Studies 2002 - 2012
TD Waterhouse 2006 - 2010
T.E. Financial Consultants Ltd. 2004 - 2006
T.E. Financial Consultants Ltd. February 2001 - December 2003
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Investment Strategies, Investment Advisory, Alternative Investments, Strategic Financial..., Fixed Income, Equities, Asset Managment, Investment Management, Bonds, Hedge Funds, Separately Managed..., Risk Management, Equity Research, Options, Retirement Planning, Capital Markets, Financial Markets, Trading, Securities, Private Equity, Financial Modeling
Education
Acadia University 1994 — 1998
BA, Political Science, Economics
CoreLogic June 2012 - Present
CoreLogic March 2006 - June 2012
Alvarado Hospital September 2011 - April 2012
NetCentrex February 2005 - February 2006
Consort NT (IT Consulting Company) October 2002 - March 2005
France Telecom Opalis January 2002 - September 2002
TD Waterhouse January 2000 - October 2001
CIBC Mellon Trust August 1999 - December 1999
Epson Canada Limited January 1997 - August 1999
Education
University of Illinois at Chicago 2012 — 2013
Master of Science, Health Informatics
Capella University 2008 — 2010
Bachelor of Science, IT Health Informatics
CCNA 2008 — 2008
CCNA, Cisco Certified Network Associate
MCSE 2004 — 2004
MCSE, Microsoft Certified Systems Engineer
Centennial College 1996 — 1998
Electronics Engineering Technology
A Big Return Inc. January 2015 - Present
A Big Return.com March 2000 - December 2014
IBM June 2007 - September 2009
TD Waterhouse December 2003 - June 2007
Skills
Accounting, Finance, Investments, Programming, Sales
Education
CGA Ontario 2011 — 2017
C.G.A., Accounting
Canadian Securities Institute 2000 — 2015
Certified Investment Manager, Finance and Financial Management Services
Seneca College of Applied Arts and Technology 2013 — 2014
Life License Qualification Course, Life Insurance
Centennial College 2009 — 2014
Advanced Business Diploma, Accounting and Business/Management, Accounting
Canadian Association of Accredited Mortgage Professionals 2013 — 2013
CAAMP Ontario Mortgage Agent, Mortgage Financing
Ericsson 2011 - Present
WireIE 2009 - 2011
TD Waterhouse 2009 - 2009
Rogers Wireless Inc. 2008 - 2009
Suntel Limited (Subsidiary of TeliaSonera, Sweden) 2006 - 2008
Suntel Limited (Subsidiary of TeliaSonera, Sweden) June 2004 - December 2006
Suntel Limited 2002 - 2004
Telia Lanka 2001 - 2001
Skills
Program Management, Strategic Planning, Telecommunications, LTE, Business Planning, Strategy, Business Case, Project Management, Wireless, Integration, PMP, Team Management, Business Development, Leadership, Management, Analysis, Budgets, Product Development, Marketing Management
Education
Project Management Institute (PMP) 2008 — 2008
PMP
Edith Cowan University (MBA) 2006 — 2008
E MBA
Chartered Institute of Marketing 2002 — 2004
Chartered Marketer
Chartered Institute of Marketing (Post Graduate Diploma) 1997 — 2002
Post Graduate Diploma in Marketng
B2B Trust December 2011 - March 2012
Mackenzie Investments January 2011 - April 2011
TD Canada Trust February 2005 - September 2007
TD Waterhouse August 1998 - January 2005
TD Securities Services November 1996 - August 1998
Global Strategy Investments Services January 1994 - October 1996
Education
Centennial College
Certificate
CIBC January 2009 - Present
TD Waterhouse May 1976 - January 2009
Skills
CSC, PFP, RRC, Banking, Financial Services, Loans, Cash Management, Lines Of Credit, Credit, Mortgage Lending, Mutual Funds, Relationship Management, Residential Mortgages, Small Business Lending, Finance, Small Business, Wealth Management, Credit Analysis, Investment Strategies, Retail Banking, Portfolio Management
Education
Carleton University 1975 — 1979
Honours B Comm, finance
Bell High School 1970 — 1975
ossd, grade 9-13
other 1965 — 1967
grade 8, Greenbank Senior Public School
PMAC June 2011 - March 2015
Provident Savings Bank October 2009 - May 2011
SBMC Mortgage October 2002 - September 2007
TD Waterhouse June 2001 - March 2003
Indymac Bank 2001 - 2002
Skills
Credit Analysis, FHA, Financial Risk, Loan Origination, Credit, Investments, Loans, Mortgage Banking, Mortgage Lending, Underwriting, Banking, Credit Risk, Refinance, Series 7, Portfolio Management, Residential Mortgages, Securitization, Capital Markets
Education
California State University-Northridge 1994 — 1998
B.S., Finance
Wachovia Investment ConsultantTD WaterhouseJune 2003 - December 2004
td waterhouse 1999 - 2004
Education
Capella University 2009 — 2010
Bachelors of Science in Business
The Melon Ink Multimedia Corp. February 2012 - Present
Raymond James Ltd. August 2011 - February 2012
TD Waterhouse September 2009 - August 2011
BMO Financial Group June 2007 - July 2009
Scotiabank October 2004 - January 2007
Skills
Mobile Applications, iPhone, Investments, Wealth, Mutual Funds, Wealth Management, iOS development, Retirement Planning, Android Development, Mobile Phone Apps, iOS, jQuery Mobile, Xcode, Eclipse, PhoneGap, Titanium Mobile, JSON, PHP, HTML, CSS, MySQL, PostgreSQL, Team Leadership, Finance, Financial Planners, Entrepreneurship, Retirement, iOS Development, Customer Service
Education
Carleton University 1997 — 2001
BA Economics, Economics, Minor in Business, concentration Management Information Systems
Citi October 2012 - Present
Citi May 2012 - October 2012
Health Net July 2008 - May 2011
Direct Marketing Association 2007 - 2008
TD Waterhouse April 2004 - February 2006
Citigroup March 2003 - April 2004
Datek Online September 2000 - December 2002
New York University/SCPS 1997 - 2000
Skills
Direct Marketing, Integrated Marketing, Strategy, Online Advertising, Marketing, Competitive Analysis, Marketing Strategy, Management, Direct Mail, Program Management, Public Relations, Project Management, Analysis, Segmentation, Budgets, Customer Retention, Newsletters, Risk Management, Customer Service, Project Planning
Education
Binghamton University - School of Management
School of Management
New York University
Master's degree, degree in progress
TD June 2014 - Present
TD Bank Group January 2012 - June 2014
TD Bank, America's Most Convenient Bank July 2010 - December 2011
TD Wealth Management Services Inc March 2009 - July 2010
Bancnorth Investment Group May 2007 - March 2009
TD Waterhouse March 1991 - May 2007
Skills
Leadership, Retail Banking, Banking, Project Management, Portfolio Management, Sales, Business Analysis, Financial Advisory, Relationship Management, Call Centers, Credit, Finance, Mortgage Lending, Risk Management, Business Development, Wealth Management, Mutual Funds, Investments, Financial Analysis, Coaching, Securities
Education
Bishop's University 1981 — 1984
BBA, Business
TD Waterhouse May 2006 - Present
Education
Brock University 2004 — 2006
Bank One 2002 - 2004
TD Waterhouse 1991 - 2002
Skills
Banking, Wealth Management, Customer Service, Team Building..., Identifying Client Needs, Mutual Funds, Retirement Planning, Bond Markets, Stock Market, Strategic Financial..., Series 7
Education
Central Michigan University 1983 — 1987
BS, Business Administration
Roseville HS
Employment and Social Development Canada (ESDC) September 2010 - Present
TD Waterhouse February 2008 - April 2009
Edward Jones October 2005 - October 2007
Running Room Canada July 2004 - October 2005
IBM Canada Ltd October 1976 - May 2003
Skills
Cognos Business..., SQL, Microsoft Office, Data Warehousing, Oracle, VMware, DB2, Microsoft SQL Server, PL/SQL, Linux, Java, JavaScript, ASP.NET, C#, TCP/IP, Visio, Access, Cisco Switch/Router..., IBM z/OS, TSO/ISPF,..., Cognos, Team Leadership, Business Analysis, Data Analysis, Project Management
Education
Algonquin College of Applied Arts and Technology 2010 — 2010
Certificate, IT, Business Intelligence
Canadian Securities Institute 2005 — 2008
Financial Services
Ottobock North America January 2015 - Present
Metropolitan Transportation Authority July 2013 - January 2015
Otto Bock January 2010 - July 2013
BlackRock August 2009 - January 2010
Upsher-Smith Laboratories February 2003 - February 2009
Datek Online February 2000 - September 2002
TD Waterhouse April 1994 - February 2000
Prudential Securities 1990 - 1994
Education
City University of New York-Baruch College 1984 — 1989
BBA, HR Management
City of New York September 2002 - Present
Nortel Networks April 2000 - January 2002
TD Waterhouse April 1999 - April 2000
Automatic Data Processing January 1989 - March 1999
Sungard-formerly Comdisco September 1987 - January 1989
MCI Telecommunications September 1979 - April 1987
Skills
Telecommunications, ITIL, Data Center, VoIP, WAN, Business Continuity, CCNP, Cisco Technologies, CCNA, Networking, CISSP, Network Security, Security, Network Design, Disaster Recovery, VPN, Switches, Network Engineering, Network Architecture, Routers, Network Administration, Servers, TCP/IP, Routing, IP, IT Operations, Troubleshooting, System Deployment, IT Management, LAN-WAN, Vendor Management, Wireless, Technical Support, Computer Security, IT Strategy, Visio, Firewalls, Information Security, IT Service Management, Enterprise Architecture, Managed Services, Wireless Networking, Active Directory, Integration, Computer Network..., Cloud Computing, System Administration, Information Technology
Education
Bloomfield College
BS, Business Administration
Global Knowledge
Cisco CIPT2, Cisco SNAA
Global Knowlege
Certificate, Nexus DCNX7K 2.0
Holy Rosary
Skyline ATS
Cisco CIPT1
ElevatedTraining.com 2014 — 2014
N/A, DiSC360 behavioral assessment, Profile:High D Inscape Pattern = Developer
Humber College September 2011 - Present
Mohawk College September 2007 - February 2012
Horizon Utilities September 2008 - January 2010
Northern Trust March 2007 - August 2008
TD Waterhouse February 2004 - September 2006
UBS April 2001 - August 2003
Education
Lake Superior State University 1992 — 1994
MBA, Business Administration
Algoma University 1983 — 1987
B.A., Accounting
CIBC Wood Gundy March 2014 - Present
TD Wealth - Private Investment Advice July 2012 - February 2014
TD Waterhouse January 2008 - June 2012
RBC Royal Bank November 2006 - January 2008
Skills
Investments, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning, Wealth, Wealth Management, Retirement, Mutual Funds, Risk, Tax, Securities, Investment Advisory, Asset Management, Superannuation, Investment Strategies, High Net Worth..., Strategic Financial..., Financial Advisory, Mortgage Lending
Education
Mount Royal College 2002 — 2006
Certified Financial Planner Program
Concordia University 1991 — 1993
Political Science
CEGEP - John Abbott College 1988 — 1991
DEC, Commerce
The CUMIS Group August 2011 - Present
The CUMIS Group May 2007 - August 2011
TD Bank April 2003 - May 2007
TD Waterhouse May 2000 - March 2003
TD Waterhouse (Europe) August 1997 - May 2000
Charles Schwab Europe September 1994 - August 1997
Citibank September 1993 - September 1994
Skills
SDLC, Requirements Gathering, Vendor Management, Banking, Relationship Management, Business Analysis, Portfolio Management, PMP, Financial Risk, Requirements Analysis, Risk Management, Credit, Visio, Retail Banking, Business Requirements, Project Portfolio..., Financial Services, User Acceptance Testing, Agile Project Management, PMO, Lean Thinking, Project Management, Business Process...
Education
Carleton University
BA, English Literature
Shareholders Service Group May 2012 - Present
TD Waterhouse March 1994 - May 2001
TD Waterhouse Financial April 1996 - April 2000
Skills
Coaching, Leadership Development, Staff Development, Mentoring, Counseling, Business Management
Education
California State University San Marcos 2009 — 2011
Bachelors Science, Kinesiology, Education
Point Loma High
CIBC May 2014 - Present
CIBC August 2011 - May 2014
TD Bank Group January 2011 - April 2011
mahiram.com January 2009 - December 2010
TD Waterhouse April 2008 - October 2008
CIBC World Markets September 2007 - December 2007
Steven J Baum August 2006 - June 2007
ConMed Linvatec September 2005 - January 2006
Discount Liqour January 2002 - September 2005
Skills
Accounting, Accounts Receivable
Education
State University of New York Utica Rome 2003 — 2006
BSC, Accounting
Centennial College 1999 — 2001
Diploma, Business Admin/Accountant/Programmar Anallyst
Smart Street, LLC 2004 - Present
Gazelle 2006 - 2007
Wachovia Securities Financial Network August 2001 - March 2004
TD Waterhouse 1994 - 2001
Skills
Business Process, Entrepreneurship, Brokers, Venture Capital, Securities, CRM, Start-ups, Business Development, Strategic Planning, Strategy, Leadership, Process Improvement, Investments, Portfolio Management, Account Management, Strategic Financial..., Finance, Sales Management, Series 7, Financial Modeling, Investment Banking, Customer Service, Strategic Partnerships, New Business Development, Financial Planning
Education
Barry University - Dwayne O. Andreas School of Law 2012 — 2014
Juris Doctor (J.D.)
Stony Brook University 1987 — 1990
BA, Liberal Studies, Small Business Management
RBC Dominion Securities January 2012 - Present
TD Waterhouse January 1995 - January 2012
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Equities, Asset Allocation, Investment Advisory, Fixed Income, Asset Management, Alternative Investments, Investment Management, Bonds, Retirement Planning, Estate Planning
Education
St Mary's University 1986 — 1991
Finance
CEGEP - John Abbott College
CEGEP - John Abbott College
TD Waterhouse July 2013 - Present
Griffith Laboratories July 2011 - July 2013
De La Salle College Oaklands January 2009 - June 2010
Bank of Montreal June 2007 - December 2007
Equinox Financial March 2006 - December 2006
Skills
Library Science, Library, Cataloging, Information Literacy, Collection Development, Library Management, Library Instruction, Digital Libraries, Information Management, Electronic Resources, Library Research, Information Retrieval
Education
University of Toronto - Ontario Institute for Studies in Education 2011 — 2012
Bachelor of Education (B.Ed.), Junior/Intermediate (Grades 4-10)
University of Toronto 2006 — 2008
MISt., Library and Information Science
Bishop's University 2000 — 2004
B.A., History, Geography, Education
TD Waterhouse September 2007 - Present
HRG worldwide March 2003 - August 2009
CIBC January 2007 - September 2007
Skills
Banking, Customer Service, Trading, Problem Solving, Attention To Detail, Independent, Options, Equity Trading, Margin Analysis
Education
Dhaka University 1996 — 1998
Master's degree, Finance, General
TD Waterhouse September 2012 - Present
TD Waterhouse June 2006 - Present
RBC Dexia Investor Services March 2006 - June 2007
RBC Dexia Investor Services May 2004 - May 2006
Skills
Acconting, VBA, Java
Education
Centennial College
Accounting
University of Jaffna 1985 — 1988
B.Sc., Mathematics
TD Waterhouse 2012 - 2014
Department of National Defence August 2010 - March 2012
Canadian Armed Forces 1976 - 2012
Canadian Embassy - Mexico City July 2007 - August 2010
Skills
Policy, Leadership, Team Leadership, Strategic Planning, Risk Management, Management Consulting, Security, National Security, Risk Assessment, Research, Security Clearance, Government, Program Management, Analysis, Project Planning, Defence, Change Management, Operational Planning, Project Management, Business Analysis, Military, Management, Military Operations, Strategy, Business Strategy, Command, Operations Management, Leadership Development, Crisis Management, Diplomacy, Intelligence Analysis
Education
University of Ottawa / Université d'Ottawa 2010 — 2012
Master of Business Administration (MBA), International Business
American University 2006 — 2007
Master of International Service (MIS), International Affairs
Inter-American Defense College 2006 — 2007
Diploma
Royal Military College of Canada/Collège militaire royal du Canada
Bachelor of Science (Applied)
TD Waterhouse November 2011 - Present
Independent Planning Group February 2010 - August 2010
Skills
Banking, Portfolio Management, Credit, Financial Analysis, Risk Management, Investments, Derivatives, Financial Risk, Capital Markets, Economics, Trading, Loans, Corporate Finance, Credit Analysis, Credit Risk, Commercial Banking, Financial Modeling, Investment Banking, Retail Banking, FX Options, Bonds, Finance, Securities, Equities
Education
Carleton University 2004 — 2009
B.A, Economics
GSSS Pyakassa
ANODOS FINANCIAL January 2006 - Present
National Bank September 2000 - October 2006
TD Waterhouse June 1999 - April 2000
Crescent 2 Sportswear Inc June 1992 - June 1999
Education
Brunel University London
Master of Science, Finance
McGill University
Bachelor of Commerce, Finance
TD Bank Group April 2012 - Present
TD Bank Group December 2010 - May 2012
TD Waterhouse 2007 - 2010
Skills
Banking, Mutual Funds, Wealth Management, Securities, Credit
Education
ACAMS 2012 — 2013
ACAMS Certification, Money Laundering
Carleton University 1995 — 1999
Bachelor's degree, Sociology and Anthropology
Fidelity Investments November 2013 - May 2015
Fidelity Investments November 2004 - November 2013
Scottrade October 2003 - November 2004
TD Waterhouse August 2001 - September 2002
Fidelity Investments January 2000 - July 2001
Education
Boston University 2012 — 2012
Certificate Program, Certified Financial Planner Program
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science
Santander Bank, N.A. September 2015 - Present
Merrill Edge July 2013 - September 2015
Ramada Inn Airport & Conference Center 2006 - 2011
Chase Tower 2004 - 2006
Holiday Inn 2004 - 2006
True Advantage 2003 - 2004
Lighthouse Inn 2001 - 2003
TD Waterhouse 1992 - 2001
Education
Bentley University 1987 — 1991
Bachelor of Arts (B.A.), Economics
TD Wealth Management February 2015 - Present
TD Direct Investing August 2013 - Present
TD Waterhouse April 2011 - August 2013
Nabors Industries October 2009 - June 2010
Skills
Mutual Funds, Investments, Fixed Income, Stocks, Options Strategies, ETFs, Equity Trading, Investment Strategies, Hedging, FX Options, Derivatives, Technical Analysis, Financial Analysis, Fundamental Analysis, Index Options, FX trading, Banking, Bilingual
Education
Canadian Securities Institute 2011 — 2012
Concordia University 2008 — 2012
Bachelor's degree, Finance, General
John Abbott College 2002 — 2005
DEC-Commerce
Cameron Enterprises Investment Management April 2006 - Present
TD Waterhouse 1993 - 2006
Skills
Asset Allocation, Fixed Income, Portfolio Management, Financial Analysis, Investments, Credit Analysis, Risk Management, Financial Modeling, Liability Driven..., Equities, Institutional..., Investment Advisory, Investment Strategies, Trading, Asset Management
Education
University of Oklahoma - Price College of Business
Master of Business Administration (MBA)
Baylor University
Bachelor of Business Administration (BBA), Finance
BroadwayAcross America August 2010 - Present
Harsco Corporation April 2006 - August 2010
US TRUST CO December 2004 - April 2006
TD Waterhouse September 1999 - July 2004
GT Interactive January 1997 - September 1999
Barneys New York May 1991 - January 1997
Skills
Accounting, Management, Accounts Payable, Payroll, Microsoft Excel, Microsoft Word, Oracle Applications, ADP Payroll, ADP E-Time, PeopleSoft, Project Management
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Pershing, a BNY Mellon company July 2006 - Present
ADP Clearing & Outsourcing Services, Inc. May 1999 - July 2005
TD Waterhouse February 1995 - May 1999
Waterhouse Securities, Inc. August 1993 - February 1995
Waterhouse Securities, Inc. August 1991 - August 1993
Skills
Program Management, Project Management, Business Analysis, Strategy, Process Improvement, Leadership, Mentoring, Coaching, Training, Risk Management, Public Speaking, Relationship Management, Management, Leading Change, Adaptive Leadership, SDLC, Agile Project Management, Team Building, Customer Service
Education
Babson College 1987 — 1991
BS, Finance/Investments