TD Waterhouse

Description

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

Employee
Years
Job
Industry
Jeff Sterling Jeff Sterling Greater Chicago Area Details
Jeff Sterling's TD Waterhouse Experience November 2000 - July 2001
Job Brokerage Representative at tradeMONSTER
Industry Financial Services
Experience
tradeMONSTER  February 2013 - Present
JP Morgan Chase  February 2007 - February 2013
JPMorgan Chase  May 2004 - February 2007
Hold Brothers On-line Investment Services, LLC  August 2003 - May 2004
Self Employed  July 2001 - October 2002
TD Waterhouse   November 2000 - July 2001
American National Bank  June 1999 - November 2000
American National Bank  May 1998 - June 1999
Merrill Lynch  May 1995 - August 1996

Skills
Microsoft Excel, Banking, Equities, Finance, Portfolio Management, Leadership, Securities, Investments, Mutual Funds, Financial Services, Risk Management, Fixed Income, Asset Management, Series 7

Education
Illinois State University   1993 — 1998
Bachelors, Finance

Wheeling High School   1989 — 1993

Jason Leander Jason Leander Greater Chicago Area Details
Jason Leander's TD Waterhouse Experience October 2000 - August 2001
Job Vice President of Sales at Doctors Direct Insurance
Industry Insurance
Experience
Doctors Direct Insurance   August 2015 - Present
Cunningham Group  June 2009 - August 2015
Cunningham Group  December 2007 - June 2009
Rothschild Investment Corp   December 2005 - December 2007
Lind Waldock/REFCO Private Client Group   November 2002 - November 2005
OptionsXpress  August 2001 - May 2002
TD Waterhouse   October 2000 - August 2001

Skills
Practice Management, Medical Malpractice, Retirement Planning, Options, Medical Practice..., Client Services, Customer Service, Series 7, Series 63, Casualty, FINRA, Life Insurance, Risk Management, Professional Liability, Sales, Liability, Commercial Insurance, Workers Compensation, Insurance, Legal Liability, Financial Services, Disability Insurance, Healthcare, Management, Underwriting, Strategic Financial..., Captives, Property & Casualty..., Employment Practices..., Casualty Insurance, Financial Planning

Education
Lewis University   1994 — 1997
Bachelor of Arts, English

Josée Bilodeau, Pl.fin. Josée Bilodeau, Pl.fin. Montreal, Canada Area Details
Josée Bilodeau, Pl.fin.'s TD Waterhouse Experience January 2008 - May 2012
Job Conseiller sénior à la Banque Nationale du Canada
Industry Financial Services
Experience
Banque Nationale du Canada  April 2012 - Present
TD Waterhouse   January 2008 - May 2012
BMO Financial Group  April 2006 - December 2007
National Bank of Canada  September 1986 - March 2002

Skills
Wealth Management, Banking, Portfolio Management, Mutual Funds, Investments, Credit, Strategic Financial..., Retirement Planning

Education
CSI   2005 — 2005
CCVM, courtage en valeurs mobilières, CCVM

Institut québécois de la planification financière (IQPF)   2001 — 2001
IQPF, Planification financière

HEC Montréal   1981 — 1984
Bacc, Administration-Marketing

Collège Jean-de-Brébeuf   1978 — 1981
Coll.II + Sec.V

Chris Gartelos Chris Gartelos Lenexa, Kansas Details
Chris Gartelos's TD Waterhouse Experience January 1999 - July 2002
Job Owner of Penta Professional Staffing www.pentaprostaffing.com
Industry Staffing and Recruiting
Experience
Penta Professional Staffing   July 2010 - Present
Ajilon  May 2004 - July 2010
Madison Liquidity   July 2002 - May 2004
TD Waterhouse   January 1999 - July 2002

Education
Iowa State University - College of Business   1994 — 1998
B.S. Business, Marketing

Ron Westenhafer Ron Westenhafer Toronto, Canada Area Details
Ron Westenhafer's TD Waterhouse Experience March 2006 - Present
Job Financial Planner at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse   March 2006 - Present
TD Bank Group  October 2004 - November 2005

Skills
Mortgage Lending, Credit, Banking, Residential Mortgages, Credit Analysis, Home Equity Lines of..., Retail Banking, Risk Management, Lines Of Credit, Small Business Lending, Mutual Funds, Refinance, Wealth Management, Portfolio Management, Loans, Investments, Commercial Banking, Credit Risk, Relationship Management, Consumer Lending

Education
McMaster University   1997 — 2001
BA, History, Economics

Toby Gibson, CIM Toby Gibson, CIM Toronto, Canada Area Details
Toby Gibson, CIM's TD Waterhouse Experience 2000 - 2001
Job Partner, Investment Counsellor at Celernus Investment Partners Inc.
Industry Investment Management
Experience
Celernus Investment Partners Inc.   July 2012 - Present
Jones, Gable & Company Ltd.   January 2003 - June 2012
Jones, Gable & Company Ltd.   January 2003 - July 2011
TD Waterhouse   2000 - 2001

Skills
Investments, Asset Management, Equities, Securities, Trading, Options, Technical Analysis, Client Relations Skills, Investment Advisory, Asset Allocation, Mutual Funds, Asset Managment, Wealth Management, Investment Strategies, Alternative Investments, Capital Markets, Portfolio Management

Education
The University of Western Ontario - Huron University College   1997 — 2000
BA, Political Science

Steve Palko Steve Palko Greater San Diego Area Details
Steve Palko's TD Waterhouse Experience 1993 - 2006
Job Senior leader working on new opportunity
Industry Financial Services
Experience
LPL Financial  2007 - August 2015
E*TRADE Financial Corporation  February 2006 - October 2006
TD Waterhouse   1993 - 2006

Education
Louisiana State University   1988 — 1992
Bachelor’s Degree, Finance

Irteza Omar Irteza Omar Toronto, Canada Area Details
Irteza Omar's TD Waterhouse Experience January 2010 - March 2011
Job Director of Business Development at Nanoleaf
Industry Consumer Goods
Experience
Nanoleaf   March 2015 - Present
Greater Toronto Marketing Alliance  2013 - Present
Queen's University  May 2012 - June 2013
Municipal Affairs, Government of Alberta   June 2011 - May 2012
TD Waterhouse   January 2010 - March 2011
Government of Alberta  January 2009 - April 2009

Skills
Real Estate, Public Policy, Equity Trading, Strategic Planning, Social Networking, Analysis, Policy, Qualitative Research, Business Strategy, Business Development, Strategy, Research, Leadership, Investments, Budgets

Education
Queen's University   2012 — 2013
Master of Business Administration (MBA)

Grant Macewan University   2005 — 2009
Bachelor of Arts (B.A.), Economics

Philippe Tanguay Philippe Tanguay Toronto, Canada Area Details
Philippe Tanguay's TD Waterhouse Experience July 2012 - Present
Job Investment Representative at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse   July 2012 - Present
Tri-Stucco Contractors   March 2011 - February 2012

Skills
Bloomberg, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Investments, Fixed Income, Economics, Mutual Funds, Derivatives, Valuation, Banking

Education
McMaster University   2006 — 2011
B.A, Economics

Cary Lieberman Cary Lieberman Kansas City, Missouri Area Details
Cary Lieberman's TD Waterhouse Experience 1988 - 1993
Job Divisional VicePresident at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store  July 2012 - Present
The Mutual Fund Store  September 2008 - July 2012
First Command Financial Services, Inc.   2007 - 2008
Waddell & Reed  March 2005 - December 2007
Quick and Reilly  1993 - 1999
TD Waterhouse   1988 - 1993

Skills
Contract Negotiation, Business Process..., Finance, Corporate Actions, Retail Banking, Mutual Funds, Securities, Investments, Financial Services, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Wealth Management, Management, Retirement, Asset Allocation, Relationship Management, FINRA, Retirement Planning

Education
Kent State University   1982 — 1986

Northmont

The Ohio State University

Nolawi Tadesse Nolawi Tadesse New York, New York Details
Nolawi Tadesse's TD Waterhouse Experience October 2003 - July 2006
Job Finance and Budget Officer at United Nations
Industry International Affairs
Experience
United Nations  September 2013 - Present
CrowdMax   June 2012 - September 2013
Bell Canada  June 2010 - June 2012
Accenture  May 2008 - June 2010
TD Waterhouse   October 2003 - July 2006

Skills
Business Analysis, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Forecasting, Banking, Fixed Income, Change Management, Relationship Management, Strategic Planning, Financial Reporting, Managerial Finance, Leadership, Finance, Wealth Management, Investments, Forecasting, Risk Management, Corporate Finance, Analysis, Strategy, Management Consulting, Financial Risk, Financial Accounting, Accounting, Business Process...

Education
York University - Schulich School of Business   2006 — 2007
MBA, Strategic Management & Marketing

McGill University   1999 — 2003
Bachelor of Commerce, Finance & Economics

Jordan Mowbray Jordan Mowbray Toronto, Canada Area Details
Jordan Mowbray's TD Waterhouse Experience January 2014 - Present
Job Financial Planning Associate at TD Waterhouse
Industry Banking
Experience
TD Waterhouse   January 2014 - Present
TD Canada Trust  January 2013 - December 2013
Pandora Jewelry Ltd.   September 2012 - December 2012
Pandora Jewelry Ltd.   April 2011 - August 2011
Pandora Jewelry Ltd.   April 2010 - August 2010

Skills
Teamwork, Finance, Analysis, Customer Service, Management, Financial Accounting, Leadership, Social Media, Accounting, Sales, Budgets, Financial Analysis, Retail Banking

Education
CFA Institute
Chartered Financial Analyst - Level 1 Candidate

The Canadian Securities Institute
Wealth Management Essentials (WME)

The Canadian Securities Institute
Conduct and Practices Handbook (CPH)

The Canadian Securities Institute
Canadian Securities Course (CSC)

The University of Western Ontario - Huron University College   2008 — 2012
Bachelor of Arts (B.A), Honours Specialization Political Science, Minor History

Trinity College School   2001 — 2008
Ontario Secondary School Diploma

Jenny Wright Jenny Wright Vancouver, Canada Area Details
Jenny Wright's TD Waterhouse Experience October 2006 - May 2010
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod  January 2013 - Present
Qtrade Financial Group  November 2011 - January 2013
TD Bank Group  May 2010 - November 2011
TD Waterhouse   October 2006 - May 2010
TD Waterhouse   September 2005 - October 2006
ScotiaMcLeod  April 2000 - September 2005
Canadian Western Bank Group   1994 - 2000

Skills
Thomson One, IBM (ISM) / OSS, Vantage CMS (Xeye), NaviPlan Extended, MS Office 2007 / 2010, WebEx, Dataphile, Univeris, ADP, ACT, Maximizer, Wealth Management, Thompson One, Mutual Funds, Strategic Financial..., Investments, CMS, Retirement Planning

Education
Canadian Institute of Financial Planning   2012 — 2013
Registered Retirement Consultant

Canadian Securities Institute   2000 — 2008
FMA, Investments

Kwantlen University College   1997 — 1999
General Studies

Derek Schofield Derek Schofield Los Angeles, California Details
Derek Schofield's TD Waterhouse Experience December 2004 - September 2006
Job Vice President at Wells Fargo Bank, Technology & Venture Banking
Industry Banking
Experience
Wells Fargo Bank, N.A.   July 2014 - Present
Wells Fargo Bank, N.A.   August 2012 - July 2014
Wells Fargo Capital Finance  February 2010 - August 2012
Wells Fargo Bank, N.A.   October 2009 - February 2010
Wells Fargo Foothill  October 2006 - October 2009
TD Waterhouse   December 2004 - September 2006

Skills
Credit Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Loans, Credit, Corporate Finance, Due Diligence, Finance, Capital Markets, Private Equity, Financial Structuring, Commercial Lending, Asset Based Lending, Commercial Banking, Valuation, Investments, Treasury Management, Loan Origination, Underwriting, Mergers & Acquisitions, Investment Banking, Cash Management, Hedge Funds, Accounting, Commercial Real Estate, Interest Rate...

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2007 — 2009
Master of Business Administration (M.B.A.), Finance

Johnson & Wales University   1999 — 2003
Bachelor's Degree, Financial Services Management

Janet Carswell Janet Carswell Vancouver, Canada Area Details
Janet Carswell's TD Waterhouse Experience 1996 - 2000
Job Marketing at Sealtec Industries
Industry Construction
Experience
Sealtec Industries   April 2007 - Present
Montroyal Elementary   2012 - 2015
Qtrade Financial Group  January 2000 - March 2007
TD Waterhouse   1996 - 2000

Skills
Sales, Sales Management, New Business Development, Marketing Strategy, Strategic Planning, Business Development, Investments, Business Strategy, Mutual Funds, Budgets, Wealth Management, Customer Service, Management, Negotiation, Account Management, Strategic Financial..., Asset Management, Portfolio Management, Business Planning, Team Leadership, Risk Management

Education
McGill University   1986 — 1989
B.A. Economics, Economics

Marianopolis College   1984 — 1986
Commerce Degree, Business

Miss Edgars & Miss Cramps   1980 — 1984
High School Diploma

Ludmilla Gelfand Ludmilla Gelfand Greater New York City Area Details
Ludmilla Gelfand's TD Waterhouse Experience April 2004 - May 2004
Job Sr Manager, Enterprise Solutions Architect/Strategies, Business Analyst and QA
Industry Computer Software
Experience
Barclay’s Capital  June 2012 - August 2012
Credit Suisse  February 2012 - May 2012
Christian Brothers Investment Services  August 2005 - November 2011
IBM/LPL Financial–Independent and institutional investment advisors servicer and custom clearing pro   June 2011 - August 2011
TD Waterhouse   April 2004 - May 2004

Skills
Management Consulting, Business Analysis, Information Architecture, SQL, Customer Relations, Risk Management, Requirements Analysis, SDLC, Requirements Gathering, Visio, Agile, Process Engineering, User Acceptance Testing, Business Requirements, Microsoft Office, Excel, Quality Assurance, Business Planning, Data Warehousing, Testing, Business Intelligence, Asset Management, Systems Analysis, Change Management, Business Process, Process Improvement, Integration, Program Management, SQL Server, Software Project..., Documentation, IT Strategy, MS Project, Analysis, Business Process..., Word, Access, Gap Analysis, Waterfall, Data Modeling, Customer Service, Application Design, Outlook, Databases, Scrum, RUP, Data Analysis, Agile Methodologies, Vendor Management, SharePoint

Education
McGill University   1976 — 1979
Bachelor of Commerce, Management Information System

Ethan Chess Ethan Chess New York, New York Details
Ethan Chess's TD Waterhouse Experience June 2011 - September 2011
Job JD Candidate at NYU School of Law
Industry Legal Services
Experience
Goldman Sachs  July 2014 - June 2015
Georgetown University  August 2010 - May 2014
Georgetown Social Innovation and Public Service Fund   April 2012 - March 2014
Goldman Sachs  May 2013 - August 2013
One World Youth Project  November 2011 - November 2012
Georgetown International Relations Club   April 2011 - May 2012
TD Waterhouse   June 2011 - September 2011
United States Holocaust Memorial Museum  January 2011 - June 2011

Skills
Fundraising, Event Planning, Research, Public Speaking, Grant Writing, Social Media, Editing, PowerPoint, Microsoft Office, International Relations, Creative Writing, Spanish, Policy Analysis, Public Policy

Education
New York University School of Law   2015 — 2018
Doctor of Law (J.D.)

Georgetown University   2010 — 2014
Bachelor of Arts, Government/History

St. Paul's High School   2006 — 2010

Dan Gaulin Dan Gaulin Toronto, Canada Area Details
Dan Gaulin's TD Waterhouse Experience January 2000 - January 2003
Job Director, IT Governance & Infrastructure at Dundee Capital Markets
Industry Financial Services
Experience
Dundee Capital Markets  October 2012 - Present
Scotiabank  January 2012 - October 2012
Scotiabank - Information Technology & Solutions   September 2008 - January 2012
Dundee Securities Corp   2006 - 2008
TD Bank  March 1989 - March 2006
TD Bank Financial Group  January 1989 - January 2006
Purolator Courier Ltd  2006 - 2006
Enterprise Supplier Management   1989 - 2006
TD Waterhouse   January 2000 - January 2003
TD Bank  January 1989 - January 2000

Skills
SDLC, Vendor Management, Program Management, Strategy, PMO, Contract Negotiation, Service Providers, IT Management, Outsourcing, Business Analysis, Risk Management, Business Process..., Business Process, Performance Management, Financial Services, IT Outsourcing, Service Management, Governance, Mutual Funds, Banking, Information Technology, Management, Call Centers, Service Delivery, Wealth Management, Requirements Gathering, Incident Management, Team Building, Change Management, Software Documentation

Education
The Open Group   2011 — 2011
TOGAF 9 Certification, Enterprise Arcitecture

Ryerson University   2000 — 2004
Certificate, Telecommunications Management

Certified General Accountant   1984 — 1988
CGA, Financial Management

McGill University
BA, Economics & Business

McGill University
B.A, Industrial Relations and Economics

Electra Jacobs Electra Jacobs Greater New York City Area Details
Electra Jacobs's TD Waterhouse Experience 2003 - 2005
Job Senior Manager, Organization Effectiveness & Learning
Industry Financial Services
Experience
Guardian Life Insurance Company of America  July 2014 - Present
The Institute for Management Studies   2010 - Present
Guardian Life Insurance Company of America  2009 - June 2014
Guardian Life Insurance Company of America  2005 - 2009
TD Waterhouse   2003 - 2005
Bookspan  2002 - 2003
Goldman Sachs  2000 - 2001

Skills
Succession Planning, Talent Management, Employee Engagement, Performance Management, Change Management, Needs Analysis, Vendor Management, Project Management, Leadership Development, Coaching, Behavioral Interviewing, Organizational...

Education
Hofstra University   1998 — 2000
MA, Industrial/Organizational Psychology

Hofstra University   1994 — 1998
BA, Psychology & Marketing

Janice King Janice King Toronto, Canada Area Details
Janice King's TD Waterhouse Experience March 2000 - April 2001
Job Senior accounting professional specializing in family office, asset management and software industries.
Industry Accounting
Experience
Interward Asset Management   August 2013 - Present
King Business Solutions   April 2009 - August 2013
MicroSkills  January 2012 - June 2014
Bayshore Asset Management Inc.   January 2008 - April 2009
Bayshore Capital Inc.   January 1996 - December 2007
RPM Technologies  January 1996 - December 2007
TD Waterhouse   March 2000 - April 2001
Coopers & Lybrand  1993 - 1996

Skills
Canadian GAAP, Financial Accounting, IFRS, Consolidated Financial..., Foreign Currency..., Fund Accounting, Internal Controls, Cash Flow, Financial Statements, QuickBooks

Education
Adler School of Professional Coaching   2007 — 2010
ATC, Adler Trained Coach

McMaster University   1987 — 1991
Hons. B. Comm, Finance, Accounting

Oakville Trafalgar High School   1983 — 1987

St. Mildreds Lightbourn School   1976 — 1987

Niraj Adhiya Niraj Adhiya Toronto, Canada Area Details
Niraj Adhiya's TD Waterhouse Experience December 2005 - November 2008
Job Serial Entrepreneur, Business Planning, Online Advertising, Inbound Marketing & Social Media Specialty
Industry Online Media
Experience
DiscoverHalton.com   August 2012 - Present
DiscoverMilton.com   November 2008 - Present
Business Ninja Inc   September 2008 - Present
Mighty Cloud Communications   March 2011 - August 2012
takeitandgo.ca   June 2010 - August 2012
Milton Business Cards   February 2010 - August 2012
Perklicious Inc   January 2010 - August 2012
TD Waterhouse   December 2005 - November 2008
TD Waterhouse   April 1999 - December 2005
Future Shop  October 1999 - December 2001

Skills
Digital Marketing, Social Media Marketing, Business Planning, Online Marketing, Online Advertising, Entrepreneurship, Brand Development, Strategy, Marketing, Marketing Strategy, Website Development, Strategic Planning, CRM, Advertising, Project Management, Search Advertising, Digital Media, Strategic Financial..., Social Media Consulting, Business Development, Mass Email Marketing, Mobile Advertising, Recruiting, Creative Direction, Mobile Marketing, Business Relationship..., Website Promotion, Website Monetization, Print Management, Business Strategy, SEO, SEM, Social Networking, PPC, Digital Strategy, Start-ups, Social Media Measurement, Lead Generation, Web Marketing, Email Marketing, E-commerce, Web Analytics, Google Adwords, Conversion Optimization, Affiliate Marketing, Google Analytics, Organic Search, B2B Marketing, Consulting, Brand Awareness

Education
Landmark Education   2011 — 2012
Landmark Forum

Sheridan College   1993 — 1996
Business, Marketing, Economics, advertising, Computers

Philip Rocca Philip Rocca Toronto, Canada Area Details
Philip Rocca's TD Waterhouse Experience May 2001 - October 2002
Job Manager HR Business Solutions, Learning Management at TD
Industry Financial Services
Experience
TD  July 2014 - Present
TD  June 2012 - July 2014
Rocca Trade   April 2010 - April 2012
TD  November 2006 - May 2009
TD Wealth Management  November 2002 - October 2006
TD Waterhouse   May 2001 - October 2002
TD Waterhouse   August 2000 - May 2001
TD Waterhouse Discount Brokerage  August 1997 - August 2000

Skills
Consulting, Investments, Options, Banking, Securities, Learning Management..., Business Analysis, Financial Analysis, Equities, Relationship Management, Instructional Design, Leadership

Education
Laurentian University/Université Laurentienne   1983 — 1987
Arts, Economics

McMaster University   1984 — 1985

Clive Rodgers Clive Rodgers Toronto, Canada Area Details
Clive Rodgers's TD Waterhouse Experience March 2005 - May 2008
Job IT Manager
Industry Information Technology and Services
Experience
TD Securities Technology Solutions   December 2011 - Present
TD Securities  May 2008 - December 2011
TD Waterhouse   March 2005 - May 2008
TD Wealth Management Technology Solutions   2005 - 2008
TD Bank Financial Group  January 2000 - March 2005
TD Waterhouse Investor Services  November 1997 - January 2000
Standard Chartered Bank Pakistan Limited  1992 - 1995

Skills
Banking, Budgeting, Disaster Recovery, Incident Management, Business Analysis, Business Process..., Risk Management, SDLC, Vendor Management, Process Improvement, People Management, Change Management, Compliance, Access, Analysis, Problem Solving, Microsoft Office, Team Building, IT Management, Testing, Customer Service, User Acceptance Testing, Project Planning, Systems Analysis, Documentation, Coaching, Team Leadership, Solution Design, Business Requirements, Customer Relations, Vendor Relations, Service Management, Business Continuity, IT Operations, Project Implementation, Wealth Management, Software Documentation, Management, Requirements Gathering, Business Process, Requirements Analysis, Team Management, Governance, Information Technology, System Administration, IT Audit, Financial Services, IT Service Management, Project Management, Back Office

Education
Karachi University   1988 — 1992
BComm, Accounting

St. Paul's English High School   1976 — 1987
O'Levels, Accounting

Jenna J. Witter Jenna J. Witter Boston, Massachusetts Details
Jenna J. Witter's TD Waterhouse Experience June 2013 - December 2013
Job Trade Management/Lead Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  September 2014 - Present
Coca-Cola Amatil  August 2013 - December 2013
TD Waterhouse   June 2013 - December 2013
Manchester United  September 2012 - December 2012
Pool Personnel Inc.  June 2007 - June 2012
My UniUni   September 2011 - December 2011

Skills
Microsoft Office, Microsoft Word, PowerPoint, Critical Thinking, Time Management, Creative Problem Solving, Red Cross Certified, First Aid, AED, Highly personable, Always Punctual, Non-profit Volunteer, Soccer, Minitab, Public Speaking, Social Media, Research

Education
McGill University   2010 — 2014
Bachelor of Commerce (B.Com.), Finance

University of Melbourne   2013 — 2013
Bachelor of Commerce (B.Com.), Finance

Michael Tomaso Michael Tomaso New York, New York Details
Michael Tomaso's TD Waterhouse Experience September 2000 - June 2001
Job NEWS PRODUCER, MSNBC
Industry Media Production
Experience
MSNBC  February 2014 - Present
CNBC  August 2011 - February 2014
The New York Stock Exchange  January 2007 - October 2010
United States Army Reserve- Joliet, Illinois   September 2001 - October 2009
National Stock Exchange  November 2004 - March 2006
Morgan Stanley  June 2001 - June 2002
TD Waterhouse   September 2000 - June 2001
Cook County State's Attorney's Office   May 1998 - September 2000

Skills
Research, Producing, Project Management, Marketing Communications, Social Media, Writing, Politics, Sports, Analysis, Investigative Reporting, Financial Markets, Organization, Investigation, Field Producing, Television Producing, Producing Documentaries, Editing, News Writing, Broadcast, Storytelling

Education
Illinois State University   2003 — 2004
Business, Financial

Illinois State University   1996 — 2000
Communication, Journalism

Andrea Phillips Andrea Phillips Toronto, Canada Area Details
Andrea Phillips's TD Waterhouse Experience 2007 - 2008
Job Vice President, Business Transformation at TD Credit Cards
Industry Banking
Experience
TD  October 2014 - Present
TD Canada Trust Credit Cards   September 2013 - September 2014
TD Bank Group  September 2010 - April 2012
TD Bank Group  January 2009 - September 2010
TD Waterhouse   2007 - 2008
TD Bank Group  2004 - 2006
TD Canada Trust  2002 - 2004
TD  1997 - 2002

Skills
Strategy, Business Acumen, Team Leadership, Financial Results, Retail Banking

Education
Harvard Business School   2011 — 2011
Businss Leadership Course

University of Toronto   1990 — 1994
Honours Degree, Political Science and Government

Kevin Dribnenki, MBA, CFA Kevin Dribnenki, MBA, CFA Toronto, Canada Area Details
Kevin Dribnenki, MBA, CFA's TD Waterhouse Experience October 1998 - June 2002
Job Portfolio Manager
Industry Investment Management
Experience
BlueCrest Capital Management, LLP  July 2014 - April 2015
Ontario Teachers' Pension Plan  April 2006 - June 2014
Ontario Teachers' Pension Plan  April 2004 - April 2006
TD Waterhouse   October 1998 - June 2002
TD Waterhouse   December 1996 - October 1998

Skills
Portfolios, Options, Fixed Income, Bonds, Swaptions, Asset Swaps, G10 Cross Currency Rates, Relative Value Fixed..., Portable Alpha, Rate and Bond Futures, Provincial Bonds, Option Strategies, Volatility, Economics, Portfolio Management, Swaps, Options Strategies, Relative Value, Currency, Trading Strategies, Trading, Investment Management, Futures, Rates, Interest Rate..., Bloomberg, Derivatives, Provincial, Capital Markets, Investments, FX Options, Hedging, Financial Markets, Mutual Funds, Structured Products, Banking, Equity Research, Market Risk, Chartered Financial..., Finance, Global Macro, Quantitative Analytics, Asset Allocation

Education
Richard Ivey School of Business   2002 — 2004
MBA, Finance

University of Victoria   1991 — 1995
BA, Economics, Political Science

Daniel Hatch Daniel Hatch Chesterton, Indiana Details
Daniel Hatch's TD Waterhouse Experience 2000 - 2001
Job Freelance Writer
Industry Writing and Editing
Experience
Terra Nova Financial  February 2004 - November 2010
Bank One Securities  August 2003 - February 2004
Quick & Reilly  April 2002 - August 2003
TD Waterhouse   2000 - 2001

Skills
Financial Risk, Equities, Options, Trading, Securities, Trading Systems, Series 7, Risk Management, Investments

Education
Iowa State University   1987 — 1992
B.S., History and English

Sharon Ettinger Sharon Ettinger New York, New York Details
Sharon Ettinger's TD Waterhouse Experience 2000 - 2002
Job Group Sales Manager at The Carlton Hotel
Industry Hospitality
Experience
The Carlton Hotel  June 2011 - Present
The Best Western President Hotel At Times Square   January 2008 - June 2011
Night Hotel   October 2006 - February 2008
Hotel Giraffe  June 2002 - October 2006
TD Waterhouse   2000 - 2002

Skills
Hotels, Resorts, Sales, Luxury, Hotel Management, Hospitality, Event Management, Training, Hospitality Management, Event Planning, Meeting Planning, Food & Beverage

Education
Kingsborough Community College   1993 — 1994

Abigail Alfonso Abigail Alfonso Montreal, Canada Area Details
Abigail Alfonso's TD Waterhouse Experience January 2006 - December 2010
Job Manager, Strategic Marketing at Ivanhoé Cambridge
Industry Marketing and Advertising
Experience
Ivanhoé Cambridge  June 2015 - Present
Ivanhoé Cambridge  June 2014 - June 2015
Ivanhoé Cambridge  May 2012 - May 2014
Ivanhoé Cambridge  July 2013 - December 2013
TD Waterhouse   January 2006 - December 2010
Employee Experience Workgroup, TD Waterhouse   January 2007 - April 2010
GA & Associates   September 2009 - December 2009
The Vanguard PR   July 2008 - February 2009

Education
John T. Riordan School for Retail Real Estate Professionals
Marketing II

MacEwan University
Public Relations Diploma

University of Alberta
Bachelor’s Degree, Economics and Latin American Studies

Paul Lukitsch, CLU, ChFC Paul Lukitsch, CLU, ChFC Greater Pittsburgh Area Details
Paul Lukitsch, CLU, ChFC's TD Waterhouse Experience 1999 - 2002
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance  January 2006 - Present
State Farm Insurance  2002 - 2004
TD Waterhouse   1999 - 2002

Skills
Life Insurance, Insurance, Health Insurance, Employment Practices..., Whole Life, Fixed Annuities, Long-term Care, General Insurance, Retirement Planning, IRAs, Casualty, Term Life Insurance, Retirement, Legal Liability, Property & Casualty..., Disability Insurance, Strategic Financial..., Financial Services, Homeowners, Umbrella Insurance, Professional Liability, Liability, Motorcycle, Workers Compensation, Commercial Insurance, Universal Life, Renters, Estate Planning, Underwriting, Claim, Financial Planning, Annuities, Business Insurance, Casualty Insurance

Education
La Roche College   1988 — 1992
Bachelor of Science, Finance

North HIlls High School   1984 — 1988
High School

Kerry O'Driscoll Kerry O'Driscoll Kitchener, Canada Area Details
Kerry O'Driscoll's TD Waterhouse Experience July 1998 - October 2010
Job Financial Planner at TD Wealth
Industry Investment Management
Experience
TD Wealth Management  November 2010 - Present
TD Waterhouse   July 1998 - October 2010
Conestoga College Institute of Technology and Advanced Learning  May 2008 - August 2008

Skills
Wealth Management, Investments, Mutual Funds, Financial Analysis

Education
McMaster University
Bachelor of Commerce

Nadeem Mehta Nadeem Mehta Toronto, Canada Area Details
Nadeem Mehta's TD Waterhouse Experience July 2002 - March 2007
Job Sr. Pega Architect & Team Lead at Accenture (Independent Consultant)
Industry Information Technology and Services
Experience
Accenture  December 2011 - Present
Medco  August 2010 - November 2011
TD Bank  April 2007 - September 2010
TD Waterhouse   July 2002 - March 2007
TD Waterhouse   March 2000 - June 2002
ADC  October 1998 - November 1999
TD Waterhouse   April 1998 - September 1998
Midland Walwyn  July 1997 - March 1998

Skills
Business Process Design, Data Modeling, UML, Process Modeling, Workshop Facilitation, Pega PRPC, SDLC, SOA, Websphere, Requirements Analysis, Java Enterprise Edition, Weblogic, Oracle, Business Process..., Web Services, Solution Architecture, Business Analysis, Process Improvement, Testing, Systems Analysis, Business Process..., Java

Education
Institute of Business Administration   1990 — 1992
MBA (MIS), Business and MIS

Center for Computer Studies   1984 — 1985
PGD Sys Analysis & Design, IT

Happy Dale School   1969 — 1978
Matric, Primary

Jack Ewashko Jack Ewashko Greater New York City Area Details
Jack Ewashko's TD Waterhouse Experience July 2000 - June 2004
Job Cash Management, Treasury,Derivatives, OTC, Futures, Options, Commodities, FX, Credit,Equities Exp
Industry Investment Banking
Experience
Deutsche Bank  July 2014 - September 2015
Self Employed  February 2014 - July 2014
Millennium Partners  April 2012 - February 2014
Deutsche Bank Securities Inc  August 2011 - March 2012
Deutsche Bank  July 2006 - July 2011
Bear Stearns  July 2005 - July 2006
Pershing LLC  March 2004 - June 2005
TD Waterhouse   July 2000 - June 2004

Skills
Banking, Bonds, Commodity, Derivatives, Equities, FX Options, Fixed Income, Hedge Funds, Investments, Options, Risk Management, Trading, Financial Risk, Financial Services, Mutual Funds, Finance, Settlement, Securities, Trading Systems, Equity Derivatives, Series 7, FINRA, Series 63, Financial Markets, Electronic Trading, Cash Management, Hedging, Collateral Management, Currency, Interest Rate..., Relationship Management, Commodity Markets, Treasury, Back Office, Foreign Exchange, Middle Office, Swaps, Funding, Equity Trading, ETFs, Investment Management, Credit Derivatives, SWIFT payments

Education
Long Island University
Bachelor's degree

Kingsborough Community College
Associates degree, Business Administration

Orion Szathmary Orion Szathmary Toronto, Canada Area Details
Orion Szathmary's TD Waterhouse Experience May 2011 - May 2012
Job Helping people manage their investments online
Industry Investment Management
Experience
TD Direct Investing  September 2013 - Present
TD Bank Group  May 2012 - February 2013
TD Waterhouse   May 2011 - May 2012
TD Asset Management  August 2010 - May 2011
TD Asset Management  January 2009 - August 2009
TD Waterhouse Discount Brokerage  2007 - 2009
TD Waterhouse   November 2006 - September 2007

Skills
Mutual Funds, Investments, Relationship Management, Derivatives, Options, Wealth Management, Fixed Income, Equities, Portfolio Management, Banking, Investment Strategies, Management, Retail Banking, Bloomberg, Credit, Trading, Investment Management, Securities, Capital Markets, Financial Markets, Electronic Trading, Bonds, Equity Trading, Equity Derivatives, Business Development, Financial Services

Education
University of Guelph   1997 — 2002
B.Sc., Mathematics

Canadian Securities Institute   2006 — 2009

University of Leipzig   2004 — 2005

Freeman Pears Freeman Pears Toronto, Canada Area Details
Freeman Pears's TD Waterhouse Experience June 2000 - June 2001
Job Event Support / Account Manager at M&O Catering, Event Production
Industry Hospitality
Experience
Marigolds and Onions  December 2013 - Present
Marigolds & Onions - Catering, Event Production   August 2011 - November 2013
Pumpernickel's   October 2009 - June 2011
Fab Concepts   June 2006 - May 2009
Foggy Dew   November 2003 - June 2006
Harbor Sports Grille   June 2001 - November 2003
TD Waterhouse   June 2000 - June 2001
TD Waterhouse   June 1999 - June 2000

Skills
Customer Service, Food & Beverage, Menu Development, Catering, Meeting Planning, Hospitality, Restaurant Management, Budgets, Event Management, Sales, Event Planning, Microsoft Excel, Microsoft Office, Management, Leadership, Recruiting, Hotels, Training, Time Management, Customer Satisfaction, Social Media, Marketing, Social Media Marketing, Public Relations, Public Speaking

Education
King's University College   1995 — 1999
ACS, Organizational and Human Resources

Cardinal Carter Catholic High School

Cardinal Carter Catholic High School

Aaron Lewis Aaron Lewis Toronto, Canada Area Details
Aaron Lewis's TD Waterhouse Experience May 2011 - April 2013
Job Analyst at Capital Markets Risk Management
Industry Financial Services
Experience
TD Securities  January 2014 - Present
Trillium Health Partners  April 2007 - Present
TD Specialty Services   May 2013 - December 2013
TD Waterhouse   May 2011 - April 2013

Skills
Business Analysis, Project Management, Time Management, Finance, Process Improvement, Leadership, Securities Lending, Analysis, Risk Management, Microsoft Excel, Communication, Written & Oral..., Financial Analysis, Data Analysis, Teamwork, Capital Markets, Public Speaking, Motivational Speaking

Education
McMaster University   2007 — 2011
Bachelor of Arts (B.A.), Economics/French

Dan Faline, PMP Dan Faline, PMP Greater New York City Area Details
Dan Faline, PMP's TD Waterhouse Experience 2001 - 2005
Job Director Program, Project & Risk and Chief of Staff to CTO at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  March 2013 - Present
TD Ameritrade  2011 - March 2013
TD Ameritrade  2007 - 2010
TD Ameritrade  2006 - 2007
TD Waterhouse   2001 - 2005

Skills
Financial Services, Cross-functional Team..., Portfolio Management, Enterprise Architecture, Team Leadership, Operational Risk, Program Management, SDLC

Education
University of Massachusetts, Amherst   1992 — 1996
Bachelor of Arts, Economics, Japanese Language

Hokkaido University   1994 — 1994
Japanese Language Study

Derrick Otterman Derrick Otterman Toronto, Canada Area Details
Derrick Otterman's TD Waterhouse Experience January 2002 - April 2002
Job Manager Service Operations at NBCN
Industry Financial Services
Experience
NBCN  May 2015 - Present
National Bank Financial  March 2010 - Present
TD Bank Group  January 2006 - July 2009
TD Wealth Management  January 2006 - June 2009
CIBC Wood Gundy  March 2004 - December 2005
CIBC Wood Gundy  April 2002 - March 2004
TD Waterhouse   January 2002 - April 2002
Altamira Mutual Funds   January 2001 - September 2001

Skills
People Management, Operations Management, Portfolio Management, Banking, Investments, Risk Management, Wealth Management, Financial Services, Management, Equities, Mutual Funds, Relationship Management, Finance

Education
CGA   2009 — 2012
Accounting

Canadian Securities Institute   2001 — 2008
CSC, CPH, DFC, OLC, PFP

Laurentian University/Université Laurentienne   1998 — 2001

Valerie Mines Valerie Mines Toronto, Canada Area Details
Valerie Mines's TD Waterhouse Experience January 1998 - January 2002
Job Senior Manager, Employee Engagement
Industry Banking
Experience
TD Bank Group, TD Insurance  April 2011 - Present
TD Wealth Management  May 2010 - April 2011
PVM Event Planning & Corporate Communications   June 2005 - June 2010
Junior League of Toronto  November 2007 - September 2009
TD Waterhouse   January 1998 - January 2002
TD Waterhouse   November 1996 - July 1998

Skills
Leadership, Internal Communications, Employee Recognition, Employee Engagement, Rewards Programs, Management, Business Planning, Relationship Building, Strategic..., Team Building, Relationship Management, Incentive Programs, Program Management, Business Coaching, Financial Services, Budgets, Performance Management, Negotiation, Portfolio Management, Finance, Mutual Funds, Retail Banking, Banking, Strategic Financial..., Wealth Management, Fundraising, Credit Risk, CRM, Consumer Lending, Credit

Education
The University of Western Ontario - King's University College   1984 — 1987
BA, Economics

Gregory Szymczak Gregory Szymczak Greater Chicago Area Details
Gregory Szymczak's TD Waterhouse Experience 1998 - 2002
Job
Industry Marketing and Advertising
Experience
United States Cellular  2010 - Present
Taylor Nelson Sofres (TNS Global)   2006 - 2009
Raytheon  2005 - 2006
TD Waterhouse   1998 - 2002

Skills
Market Research, Data Analysis, Analysis, Research, Marketing Research, Microsoft Office, Microsoft Excel, Customer Insight, SPSS, PowerPoint, Excel, Financial Markets, Stratery, Data-driven, Highly versatile, Thinking Outside The Box, Idea Generation, Ad Hoc Reporting, Report Production, Collaboration, Technology, Analytic Reporting, Strategic Insights, Forecasting, Cognos, Access, Data Visualization, Business Strategy, Cellular Communications, Comlinkdata

Education
University of Illinois at Urbana-Champaign   2002 — 2004
MHRIR, Human Resources / Labor Relations

University of Illinois at Urbana-Champaign - College of Business   2002 — 2004
MBA, Marketing

Knox College   1993 — 1997
BA, Biochemistry (Honors)

Brad Bernstein Brad Bernstein Greater Minneapolis-St. Paul Area Details
Brad Bernstein's TD Waterhouse Experience June 1999 - November 1999
Job DirectorSecurities LendingCapital Markets Trading Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  February 2002 - Present
Ameriprise Financial  2002 - 2014
American Express Financial Advisors  February 2000 - February 2002
TD Waterhouse   June 1999 - November 1999
Norwest Investment Management   February 1998 - July 1999
Euro Brokers Incorporated New York, NY   September 1987 - October 1997
Prudential Bache Securities New York   June 1986 - August 1987

Skills
Equities, Series 63, Series 7, Financial Services, Analysis, Series 24, Mutual Funds, Project Management, Leadership, Securities, Investments, Relationship Management, Fixed Income, Wealth Management

Education
John Carroll University
Bachelor of Science-Managment

Jennifer Swearingen Jennifer Swearingen Greater Chicago Area Details
Jennifer Swearingen's TD Waterhouse Experience 1999 - 2002
Job Project Manager at Sapphire Technologies
Industry Information Technology and Services
Experience
Sapphire Technologies  July 2008 - Present
Allstate Insurance  2009 - 2009
Ajilon Consulting  April 2006 - June 2008
Bank of America  2008 - 2008
HCSC  2007 - 2008
JP Morgan Chase  November 2002 - April 2006
Bank One  2001 - 2005
TD Waterhouse   1999 - 2002

Skills
Project Management, CBCP, Disaster Recovery, PMP, SDLC, Vendor Management, Program Management, Software Documentation, Visio, PMO, Governance, Information Security, IT Strategy, Requirements Analysis, BC/DR, Business Analysis, Security, IT Management, ITIL, Project Portfolio..., IT Service Management, Information Technology, Data Center, Resource Management

Education
Keller Graduate School of Management of DeVry University   1998 — 2003
MBA, Business Admin, Information Technology, Project Management

Paul Downer FCSI, FMA, PFP Paul Downer FCSI, FMA, PFP Toronto, Canada Area Details
Paul Downer FCSI, FMA, PFP's TD Waterhouse Experience 2003 - March 2005
Job Financial Planner
Industry Investment Management
Experience
RBC  March 2011 - January 2012
Zintex Inc.   February 2008 - March 2011
Canaccord Capital  August 2006 - February 2008
TD Waterhouse   2003 - March 2005
TD Waterhouse   1999 - February 2003
TD Waterhouse   November 1997 - 1999

Skills
Portfolio Management, Mutual Funds, Investments, Research, Wealth Management, Investment Management, Retirement, Financial Services, Investment Advisory, Equities, Asset Allocation, Investment Strategies, Fixed Income, Bonds

Education
Canadian Securities Institute   1996 — 2002

George Brown College
2 Year Diploma

Debbie (Moolick) Byron Debbie (Moolick) Byron Greater New York City Area Details
Debbie (Moolick) Byron's TD Waterhouse Experience August 1999 - April 2001
Job Associate Director, Integrated Media at ICON International, Inc.
Industry Marketing and Advertising
Experience
ICON International, Inc.   March 2005 - Present
ICON International  March 2005 - September 2013
Active International  April 2001 - March 2005
TD Waterhouse   August 1999 - April 2001

Skills
Media Buying, Negotiation, Magazines, Newspaper, Integrated Media, Team-oriented, Corporate Barter, Media, Teamwork, Supervising, Out of Home, Social Media, Digital Media, Marketing Communications, Investments, Media Research, Media Strategy, Newspapers, Social Media Marketing, New Media, Management, Team Leadership, Integrated Marketing, Digital Strategy, Interactive Marketing, comScore, Outdoor Advertising, Digital Marketing, Mobile Advertising, Mobile Marketing, Advertising

Education
Iona College
BA, Mass Communications

Clarkstown South HS   1991 — 1995

Patricia Bellemare Patricia Bellemare Montreal, Canada Area Details
Patricia Bellemare's TD Waterhouse Experience February 2011 - October 2014
Job Associée chez Geniweb
Industry Financial Services
Experience
Groupe BELMON   September 2014 - Present
Geniweb   March 2014 - Present
TD Waterhouse   February 2011 - October 2014
Gestion placements immobiliers   January 1995 - 2014
Firme valeur mobilière canadiennes   2006 - February 2011
Bistro Cafka   December 1997 - December 2008

Skills
Portfolio Management, Investissements, Gestion de liquidité, gestion d'actifs, Business Development, Strategic Financial..., Financial Analysis, Financial Advisory, Management, New Business Development, Entrepreneurial Finance, Entrepreneurship, Strategic Planning, Stratégie marketing, Stratégie commerciale, Finance, Communication marketing, Marketing

Education
   1990 — 1994
BAA, Finance

Derek Hewlett Derek Hewlett Scranton, Pennsylvania Area Details
Derek Hewlett's TD Waterhouse Experience February 2005 - March 2006
Job Seeking New Opportunities
Industry Financial Services
Experience
Commonwealth Financial Systems  August 2013 - July 2015
USCB Corporation   July 2012 - December 2012
Combined Insurance United States  September 2011 - October 2012
E*TRADE Financial Corporation  March 2006 - September 2009
TD Waterhouse   February 2005 - March 2006
Hewlett Investment Group   August 2003 - September 2004

Skills
Financial Analysis, Banking, Credit, Risk Management, Customer Service, Community Service, Customer Relations, Third Party Collections, Relationship Management, Marketing, Trading, Electronic Trading..., Online Brokerage, Social Media, Mutual Funds, Financial Services, Fixed Income, Finance, Sales, Equities

Education
Lehigh University   1999 — 2003
Bachelor of Science in Business and Economics, Marketing

Abington Heights High School   1995 — 1999
Graduate.

Aaron Cann Bsc. CIM Aaron Cann Bsc. CIM Calgary, Canada Area Details
Aaron Cann Bsc. CIM's TD Waterhouse Experience September 2011 - December 2013
Job Regional Vice President & Portfolio Manager Western Canada at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel  December 2013 - Present
TD Waterhouse   September 2011 - December 2013
BMO Nesbitt Burns  April 2010 - September 2011
BMO Nesbitt Burns Kelowna   November 2009 - April 2010
CIBC Asset Management  February 2008 - July 2009
AIC Ltd  April 2003 - January 2008

Skills
Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management

Education
McMaster University   1997 — 2001
Bsc., Biology

Carolyn Lawrence Carolyn Lawrence Toronto, Canada Area Details
Carolyn Lawrence's TD Waterhouse Experience 2000 - 2005
Job President, Women of Influence Inc.
Industry Marketing and Advertising
Experience
Women of Influence Inc.  2005 - Present
TD Waterhouse   2000 - 2005

Skills
Marketing Communications, Public Relations, Marketing Strategy, Social Media Marketing, Social Media, Event Management, Marketing, Sponsorship, Leadership, Business Development, Strategic Planning, Digital Marketing, Gender Intelligence, Corporate Communications, Fundraising, Event Planning, Direct Marketing, Relationship Marketing, Public Speaking, Strategic Communications, Integrated Marketing, Social Networking, Media Relations, Online Advertising, Business Strategy, Strategy, Management, Internal Communications, Online Marketing, Entrepreneurship, Email Marketing, Digital Strategy, Advertising, Brand Management, Copywriting, Marketing Research, Press Releases, Blogging, Strategic Partnerships

Education
Queen's University School of Business   2008 — 2008
Certificate of Achievement, Finance Program

The University of Western Ontario - Huron University College   1996 — 2000
Honors BA, English Literature

St. George's School   1994 — 1996
High School

Branksome Hall   1989 — 1994

Forrest Hendrickson Forrest Hendrickson San Francisco Bay Area Details
Forrest Hendrickson's TD Waterhouse Experience January 1996 - April 2001
Job
Industry Investment Management
Experience
Robert Half Management Resources  December 2014 - August 2015
Rabobank, N.A.   August 2014 - November 2014
RS Investments  July 2004 - October 2013
Smith Barney - Citigroup  January 2003 - June 2004
Aflac  June 2001 - July 2002
TD Waterhouse   January 1996 - April 2001

Skills
Securities, Alternative Investments, Investment Management, Equities, Fixed Income, Asset Management, Series 7, Investment Compliance, Investments, Hedge Funds, Wealth Management, Options Strategies, Securities Regulation, Insurance, Strategic Financial..., FINRA, Series 4, Series 24, Series 9, Series 10, Multi-family Investment..., Residential Investment..., Asset Managment, Marketing Communications, Regulatory Compliance, Broker-Dealer, Mutual Funds, Private Equity, Registered Investment...

Education
Golden Gate University
Bachelor of Arts (B.A.), Business / Human Resource Management

Jeffrey Furtado Jeffrey Furtado Toronto, Canada Area Details
Jeffrey Furtado's TD Waterhouse Experience October 2005 - September 2006
Job National Manager, Sales | Call Centre | Shared Services at easyfinancial Services
Industry Financial Services
Experience
easyfinancial Services  2014 - Present
Furtado Real Estate Investment   September 2008 - July 2015
NCO Financial Systems  September 2011 - November 2013
edCetra Training   July 2007 - November 2011
Vonage  October 2006 - July 2007
TD Waterhouse   October 2005 - September 2006
NORAC  September 2004 - October 2005
N.I.S   January 1999 - September 2004

Skills
Process Improvement, Change Management, Customer Service, Team Management, Leadership, Project Management, Program Management, CRM, Team Leadership, Vendor Management, Management, Performance Management, Training, Outsourcing, Business Analysis

Education
Georgian College   2007 — 2008
Medicine

BSI   1996 — 1997
Computer Science

Mohawk College   1993 — 1996
Business/Commerce, General

Raymond V. Hayes, Jr. MBA, MS, FLMI Raymond V. Hayes, Jr. MBA, MS, FLMI Greater Atlanta Area Details
Raymond V. Hayes, Jr. MBA, MS, FLMI's TD Waterhouse Experience 1996 - 2003
Job Operations Processor II at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  April 2015 - Present
Infosys McCamish Systems  April 2014 - April 2015
Infosys McCamish Systems  June 2012 - April 2014
Direct General Insurance  December 2010 - June 2012
US Census Bureau  2009 - 2009
Citi Smith Barney  November 2006 - December 2008
Stanford Group Company  June 2006 - August 2006
Etrade Financial  2004 - 2006
AXA Advisors  October 2003 - March 2004
TD Waterhouse   1996 - 2003

Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2010
MS, Personal Financial Planning

Mercer University - Stetson School of Business and Economics   2003 — 2005
MBA, Business

Morehouse College   1990 — 1995
BA, Business

Stratford Senior High   1986 — 1990
H.S. Diploma

Chad Preston Chad Preston Greater Nashville Area Details
Chad Preston's TD Waterhouse Experience 1998 - 2001
Job Business Development at Avectus Healthcare Solutions
Industry Hospital & Health Care
Experience
Avectus Healthcare Solutions   February 2013 - Present
Parallon Business Solutions  September 2008 - January 2013
Premium Asset Recovery Corp.   November 2004 - October 2008
Merchant Management   January 2003 - October 2004
Phoenix Credit Solutions   January 2001 - December 2002
TD Waterhouse   1998 - 2001

Skills
Revenue Cycle

Education
Illinois State University   1989 — 1994
BS

Raj Richardson Raj Richardson Brooklyn, New York Details
Raj Richardson's TD Waterhouse Experience February 1999 - February 2003
Job Fashion Consultant and Model
Industry Apparel & Fashion
Experience
Self-employed  Spokesmodel and Independent Sales ConsultantTerramina FashionsJanuary 2005 - Present
Flaunt Models Management   January 2003 - Present
TD Waterhouse   February 1999 - February 2003

Skills
Acquired Series 7 and 63, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Fashion Shows..., singer, actress, model coaching, Strategic Planning, Management, Public Relations, Nonprofits, Event Management, Sales, Adobe Creative Suite, Social Networking, Singing, Time Management, Social Media Marketing, Marketing Communications, Editing, Photography, Fashion, Public Speaking, French, Event Planning, Social Media, Creative Writing, Advertising, Online Marketing, Blogging, Customer Service, Coaching, Leadership, Retail, Merchandising, Research, Teaching, Team Building, Fundraising, Photoshop, Marketing, Press Releases, Marketing Strategy, Facebook

Education
Hampton University
BA, Political Science

Jane Anderson, CFP Jane Anderson, CFP Toronto, Canada Area Details
Jane Anderson, CFP's TD Waterhouse Experience November 2005 - December 2011
Job Certified Financial Planner, Investment Planning Counsel
Industry Financial Services
Experience
Anderson Financial Consulting Inc.   December 2011 - Present
TD Waterhouse   November 2005 - December 2011

Skills
Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Portfolio Management, Wealth, Financial Advisory, Securities, Mutual Funds, Asset Allocation, Investments, Financial Planning, Bonds, Financial Services

Education
George Brown College   2004 — 2005
Financial Planning, Retirement, Investment, Tax & Estate Planning

University of Waterloo   1999 — 2004
Honours Science, Chemistry

Ethan Pirnia Ethan Pirnia Toronto, Canada Area Details
Ethan Pirnia's TD Waterhouse Experience November 2008 - 2010
Job Queen's MBA | Creative Problem Solver | Relationship Builder
Industry Banking
Experience
Queen's School of Business  January 2015 - Present
TD  July 2013 - January 2015
TD  June 2012 - August 2013
TD  June 2010 - June 2012
TD Waterhouse   November 2008 - 2010
McMaster University  September 2007 - August 2008

Skills
Banking, Research, Business Analysis, Relationship Management, Mutual Funds, Credit, Financial Services, Retail Banking, Financial Analysis, Investments, Capital Markets, Portfolio Management, Risk Management, Bloomberg, Financial Modeling, Equities, Corporate Finance, Valuation, Collaborative Problem..., Problem Solving

Education
Queen's University   2015 — 2016
Master of Business Administration (MBA)

McMaster University   2007 — 2008
Master of Arts (M.A.), International Political Economy

Western University   2003 — 2007
Hon. BA, Political Science

Charles Eriman Charles Eriman San Ramon, California Details
Charles Eriman's TD Waterhouse Experience September 1995 - September 1999
Job Sr. Loan Consultant at Alameda Mortgage Corporation est. 1968
Industry Real Estate
Experience
Alameda Mortgage Corporation est. 1968  January 2015 - Present
Pacific Funding Group  April 2014 - December 2014
Mason-McDuffie Mortgage  October 2012 - April 2014
United Lending Partners, Inc  April 2010 - October 2012
David White & Associates  September 2009 - October 2010
Hilltop Financial Mortgage   2003 - 2009
Banc of America Securities  1999 - 2003
TD Waterhouse   September 1995 - September 1999

Skills
Mortgage Lending, Real Estate, Investment Properties, FHA, Residential Mortgages, Valuation, First Time Home Buyers, Investments, Brokerage, Real Estate Development, Loans, Foreclosures, Condos, Mixed-use, New Home Building, New Custom Homes, Private Money, VA loans, Reverse Mortgages, Bridge Loans, Mortgage Banking, Real Estate Financing, Refinance, Real Estate Economics, FHA financing, Investors, Mortgage Underwriting, REO, USDA, Certified Mortgage..., Underwriting

Education
San Diego State University-California State University   1993 — 1995
Bachelor of Arts, Political Science

Long Beach City College   1990 — 1993
Associate Arts, Political Science

Adriana Hafiane Adriana Hafiane Greater Atlanta Area Details
Adriana Hafiane's TD Waterhouse Experience August 2010 - February 2011
Job Director of Service Technology at ADP
Industry Information Technology and Services
Experience
ADP  April 2013 - April 2015
Philips  July 2012 - April 2013
Bank of America  September 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.)   March 2011 - August 2011
TD Waterhouse   August 2010 - February 2011
Wells Fargo Advisors  February 2004 - January 2011
Wachovia, A Wells Fargo Company  2004 - 2005
Metastorm  1997 - 2002

Skills
SDLC, Business Analysis, Requirements Gathering, Software Documentation, Testing, Risk Management, Business Intelligence, Project Management, Analysis, Management, Databases, Project Planning, Training, Process Improvement, Leadership

Education
Business Analysis/Business Process Management

George Mason University
BS, Biology

Min-Wah Lee Min-Wah Lee Montreal, Canada Area Details
Min-Wah Lee's TD Waterhouse Experience July 2012 - Present
Job Investment Representative at TD Waterhouse
Industry Banking
Experience
TD Waterhouse   July 2012 - Present
HSBC Financial  November 2008 - April 2013
HSBC Financial  August 2005 - November 2008

Skills
Financial Analysis, Account Reconciliation, Bank Reconciliation, PeopleSoft, Budget, Journal Entries, Accruals, Accounts Payable, Investigation, Financial Reporting, Procedure Development, Data Analysis, Data Entry, Databases, Variance Analysis, Accounting, Auditing, Budgets, Credit Risk, Finance, General Ledger, Equities, Derivatives, Mutual Funds, Financial Services, Invoicing, Microsoft Excel

Education
CSI institute
Canadian securities course (CSC)

CSI institute
Derivatives Fundamentals and Options Licensing (DFOL)

CSI institute
Conduct and Practices Handbook (CPH)

McGill University   2005 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance

Patrick Khouri Patrick Khouri Toronto, Canada Area Details
Patrick Khouri's TD Waterhouse Experience December 2008 - April 2010
Job Mortgage Agent at C.M.B.Canada Mortgage Brokers
Industry Financial Services
Experience
C.M.B.Canada Mortgage Brokers   January 2014 - Present
Self Employed  June 2010 - December 2013
TD Waterhouse   December 2008 - April 2010
Etrade Canada (currently Scotiaitrade)   February 2008 - December 2008
Mortgage Alliance  May 2007 - February 2008
Capital Direct Lending   February 2006 - April 2007
PCF Mortgages (CIBC Mortgages)   January 2005 - January 2006

Skills
Mortgage Underwriting, Securities Trading, Consultative Selling, Mortgage Lending, Equities, Selling, Residential Mortgages, Credit, Investments, Commercial Mortgages, Refinance, Debt Consolidation, Mutual Funds, Credit Analysis, First Time Home Buyers, Credit Risk, Mortgage Marketing, Loans, Home Equity Lines of..., Real Estate Financing, Rates, Financial Services, Funding, Fixed Income, Options, Underwriting, Mortgage Banking, Building Relationships, Sales

Education
Canadian Securities Institute   1998 — 2008
CSC,CPH,OLC,DFC, Securities

McGill University   1989 — 1994
Certificate in Management, Management

McGill University   1989 — 1994
Certificate in Marketing, Marketing

Derek Hewlett Derek Hewlett Scranton, Pennsylvania Area Details
Derek Hewlett's TD Waterhouse Experience February 2005 - March 2006
Job Collector at Commonwealth Financial Systems
Industry Financial Services
Experience
Commonwealth Financial Systems  August 2013 - Present
USCB Corporation   July 2012 - December 2012
Combined Insurance  September 2011 - October 2012
Citadel Broadcasting  May 2011 - May 2011
E*TRADE Financial  April 2007 - September 2009
Etrade Financial  August 2006 - April 2007
E*TRADE Financial  March 2006 - August 2006
TD Waterhouse   February 2005 - March 2006
Hewlett Investments   August 2003 - October 2004
Delaware Investments  May 2002 - August 2002

Skills
Insurance, Accident, Health, General Insurance, Brokers, Agents, Investments, Trading

Education
Lehigh University   1999 — 2003
bachelor of science, marketing

Abington Heights High School

Corey Halyk Corey Halyk Toronto, Canada Area Details
Corey Halyk's TD Waterhouse Experience May 2007 - August 2007
Job Category Business Manager at Canadian Tire
Industry Retail
Experience
Canadian Tire  October 2012 - Present
Canadian Tire  July 2011 - Present
Canadian Tire Retail   January 2010 - June 2011
Canadian Tire Retail   September 2008 - December 2009
TD Waterhouse   May 2007 - August 2007
Janssen-Ortho  May 2006 - August 2006
Action Window Cleaning  December 2004 - September 2005

Skills
Retail, Analysis, Analytics, Merchandising, Financial Analysis, Business Strategy, Problem Solving, Access, Excel, PowerPoint, Business Analysis

Education
Ivey Business School at Western University   2006 — 2008
HBA, Business Administration

Western University   2004 — 2008
HBA, Business Administration

Blake Hill Blake Hill Toronto, Canada Area Details
Blake Hill's TD Waterhouse Experience May 2000 - May 2001
Job Senior Director, Liquidity Management
Industry Capital Markets
Experience
CIBC  November 2014 - Present
BMO Financial Group  May 2014 - November 2014
TD Bank  June 2009 - May 2014
TD Bank  June 2005 - June 2009
TD Securities  March 2004 - June 2005
TD Securities  March 2002 - March 2004
TD Securities  June 2001 - March 2002
TD Waterhouse   May 2000 - May 2001
CIT  1999 - 1999

Skills
Derivatives, Fixed Income, Liquidity, ALM, Stress Testing, Funding, Market Risk, Liquidity Risk, FX Options, Capital Markets, Interest Rate Risk..., Credit Risk, Risk Management, Credit Derivatives, Treasury

Education
McMaster University   1997 — 2001
Hons B.A., Economics

David Allan David Allan Toronto, Canada Area Details
David Allan's TD Waterhouse Experience October 2005 - May 2010
Job Associate Vice President
Industry Financial Services
Experience
TD Wealth Management  May 2010 - December 2011
TD Waterhouse   October 2005 - May 2010
TD Wealth Management  2000 - 2005

Skills
People Management, People Development, IIROC Branch Manager, Change Management, Wealth Management, Direct Investing, Contact Centre..., Team Building, Customer Service, Options, Conflict Resolution, Complex Problem Solving, Trading (Equities,..., Mutual Funds, Investments, Bonds, Call Center, Management, Securities, Trading, Investment Advisory, Equity Trading, Wealth, Equities, Call Centers, Derivatives, Strategic Financial..., Financial Services, Capital Markets, Risk Management, Banking, Fixed Income, Relationship Management, Portfolio Management, Strategy, Business Process..., Retail Banking, Financial Markets, Bloomberg, Leadership, Financial Risk, Investment Strategies

Education
York University   1988 — 1992
Bachelor of Arts

Canadian Securities Institute

The University of Western Ontario - Richard Ivey School of Business
Leadership Program - Build For the future

Vanessa Filippelli Vanessa Filippelli Toronto, Canada Area Details
Vanessa Filippelli's TD Waterhouse Experience September 2011 - February 2012
Job Supervisor, Corporate Reception Services at TD Securities
Industry Events Services
Experience
TD Securities  June 2014 - Present
TD Securities  February 2012 - June 2014
TD Waterhouse   September 2011 - February 2012
TD Waterhouse   May 2009 - September 2011

Skills
Corporate Events, Budgets, Event Management, Marketing Communications, Customer Service, Social Media Marketing, Public Relations, Hospitality

Education
Humber College   2009 — 2010
Certificate in Event Management, Event Managment

York University   2003 — 2007
Honours, Sociology and Geography

Prashant Shah, PMP Prashant Shah, PMP Greater New York City Area Details
Prashant Shah, PMP's TD Waterhouse Experience October 2001 - September 2005
Job
Industry Financial Services
Experience
Credit Suisse  September 2005 - Present
TD Waterhouse   October 2001 - September 2005
Merck  August 1996 - October 2001
AT&T  May 1995 - August 1996
Wipro Technologies  January 1992 - April 1995
Gujarat Steel Tubes Limited   March 1991 - January 1992

Skills
Software Project..., CRM, Management, Requirements Analysis, Vendor Management, Business Analysis, SDLC, IT Strategy, Enterprise Architecture, Global Delivery, Trade Surveillance, Customer Suitability, MIS, Mantas, Surveillance, Actimize, Business Intelligence, Software Development, Oracle, Strategy, SOA, Testing, Databases, AML, Data Warehousing, Financial Services, Enterprise Software, Solution Architecture, Requirements Gathering, Sybase, Information Technology, Project Portfolio..., Financial Risk, PMP, PMO, Offshoring, Data Modeling, ETL, Trading Systems, Program Management, Integration, Business Requirements, Agile Project Management, Business Process, IT Management, Project Delivery, Agile Methodologies, ITIL, Data Migration

Education
Gujarat University   1988 — 1991
Masters

Lisa Corcoran, CBAP Lisa Corcoran, CBAP Toronto, Canada Area Details
Lisa Corcoran, CBAP's TD Waterhouse Experience July 2010 - February 2011
Job Senior Consultant at CGI
Industry Financial Services
Experience
CIBC  March 2011 - Present
CGI  July 2010 - Present
TD Waterhouse   July 2010 - February 2011
RBC  December 2007 - July 2010
Aegon Canada  January 2006 - November 2007
Watson Wyatt  2004 - 2006
Towers Perrin  2003 - 2004
Manulife Financial  1998 - 2002
Manulife Japan   September 2000 - January 2001
Manulife Financial  1997 - 1998

Skills
User Experience, Information Architecture, Gap Analysis, Use Case Analysis, Process Improvement, Root Cause Analysis, Process Mapping, Flow Charts, Business Analysis, Teamwork, Business Process Mapping, Requirements Gathering, Quality Assurance, Business Intelligence, Analysis, Solution Architecture, SDLC, Requirements Analysis, Business Requirements, Business Process, Software Project..., Management, Leadership, Functional..., Systems Analysis, PMO, Business Process Design, Business Process..., Visio, IT Strategy, User Acceptance Testing

Education
University of Toronto - Woodsworth College   1994 — 1998
BA

George Brown College

International Foundation of Employee Benefit Plans
CEBS

Eugene Gilerson Eugene Gilerson Greater New York City Area Details
Eugene Gilerson's TD Waterhouse Experience September 2001 - May 2004
Job US Lead, Legal Entity Program at Credit Suisse
Industry Banking
Experience
Credit Suisse  October 2009 - Present
Credit Suisse  October 2007 - October 2009
Credit Suisse  October 2005 - October 2007
Standard & Poors  May 2004 - October 2005
TD Waterhouse   September 2001 - May 2004
Merrill Lynch  April 2000 - August 2001
Blackberry Technologies   January 1999 - March 2000

Skills
Business Process..., Vendor Management, Auditing, Regulations, Software Development..., Business Analysis, Derivatives, Fixed Income, Investment Banking, SDLC, Equities, Capital Markets, Project Management, Program Management, Stakeholder Management, Risk Management, Banking, Financial Services, Portfolio Management, Relationship Management, Prime Brokerage, Middle Office, Governance, Financial Modeling, Trading, Operational Risk, Business Process..., IT Strategy, Project Delivery, Business Transformation, Structured Products, Bloomberg, Requirements Gathering, Trading Systems, Corporate Finance, Financial Markets, Valuation, Credit Derivatives, FX Options, Hedge Funds, Emerging Markets, Business Requirements, Private Banking, Asset Management, Operational Risk..., Management Consulting, Project Portfolio..., Financial Risk, Securities, PMO

Education
Jones International University   2004 — 2006
MBA, Finance

New York Institute of Technology-Old Westbury   1997 — 1999
BS, Computer Science

Chris Fagan Chris Fagan Greater New York City Area Details
Chris Fagan's TD Waterhouse Experience June 2000 - June 2005
Job Vice President, Quality Assurance at Scivantage
Industry Financial Services
Experience
Scivantage  January 2012 - Present
Scivantage  December 2010 - January 2012
SciVantage  November 2008 - December 2010
Scivantage  June 2007 - November 2010
TD Ameritrade  June 2006 - June 2007
Bank of America  November 2005 - June 2006
TD Waterhouse   June 2000 - June 2005

Skills
SDLC, User Acceptance Testing, Requirements Analysis, Business Analysis, Agile Methodologies, Quality Center, Testing, Requirements Gathering, SQL, XML, Software Project..., Unix, Visio, Software Development, Software Quality..., Scrum, Integration, Quality Assurance, Web Services, Oracle, Enterprise Architecture, Business Requirements, Databases, Agile Project Management, Web Applications, Test Planning, Business Intelligence, Back Office, SharePoint, PMO, Vendor Management, Trading Systems, Perl, MS Project, SOA, SaaS, Disaster Recovery, System Testing, Java, Java Enterprise Edition, Market Data, Business Process, Software Documentation, Cloud Computing, Enterprise Software, Test Management, JavaScript, Linux

Education
Iona College   1996 — 2000
BA, Computer and Information Sciences

Anthony Verga Anthony Verga New York, New York Details
Anthony Verga's TD Waterhouse Experience July 2004 - March 2006
Job Regulatory Compliance Risk Executive at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2015 - Present
HSBC Securites   April 2006 - July 2015
TD Waterhouse   July 2004 - March 2006
RBC Dain Raucher   March 2002 - June 2004
Tucker Anthony Incorporated  August 1993 - March 2002
Shearson Lehman Brothers  May 1989 - July 1993

Skills
Series 4, Series 7, Series 8, Series 14, Series 63

Education
Hofstra University   1984 — 1988
Bachelor's Degree, Banking and Finance

Jack da Silva, CAMS, CFCS Jack da Silva, CAMS, CFCS Greater New York City Area Details
Jack da Silva, CAMS, CFCS's TD Waterhouse Experience 1999 - 2002
Job VP at JPMorgan
Industry Banking
Experience
JPMorgan Chase  April 2013 - Present
JP Morgan Chase  March 2004 - March 2013
J.P. Morgan   March 2002 - March 2004
TD Waterhouse   1999 - 2002

Skills
CAMS, CFCS, Series 24, Series 7, Series 63, Private Banking, Portuguese

Education
Adelphi University
Bachelor of Arts (B.A.), Economics

Keller Graduate School of Management of DeVry University
MAFM, Accounting and Financial Management

Erik Wahlstrom Erik Wahlstrom Greater San Diego Area Details
Erik Wahlstrom's TD Waterhouse Experience June 2003 - September 2003
Job Director of Technology
Industry Information Technology and Services
Experience
Ground 2 Table   May 2014 - Present
PhotoBin  August 2011 - May 2014
Andrologica   2006 - December 2011
Underground Elephant  November 2010 - August 2011
LandlordScreener.com   August 2010 - August 2011
Direct EDI   November 2007 - July 2008
Hookah Company   January 2006 - December 2006
Avantce Capital   May 2005 - August 2005
TD Waterhouse   June 2003 - September 2003
Southern California Transplantation Institute   May 2001 - August 2003

Skills
Django, Python, PHP, JavaScript, Git, MySQL, jQuery, CoffeeScript, PostgreSQL, Apache, Linux, MongoDB, Ruby, XML, CSS, LAMP, Cloud Computing, Web Applications, Zend Framework, Drupal, Ruby on Rails, E-commerce, Web Development, Databases, Management, REST, SQL

Education
Indiana University - Kelley School of Business
B.S., Double Majors in Computer Information Systems (CIS) and Finance

Torrey Pines High School

Charles Kickham Charles Kickham Greater New York City Area Details
Charles Kickham's TD Waterhouse Experience April 1999 - December 2007
Job Managing Director at Avos Holdings
Industry Venture Capital & Private Equity
Experience
Avos Holdings, LLC   October 2009 - Present
Cayenne Consulting  May 2009 - Present
Cheek'd   March 2009 - January 2010
MGD Development   2007 - 2010
MyCollegeCalendar, Inc.   March 2008 - December 2008
TD Waterhouse   April 1999 - December 2007
Fidelity Investments  1994 - 1999
Kidder Peabody  1990 - 1994

Skills
Private Equity, Due Diligence, Financial Analysis, Investments, Project Management, Project Finance, Entrepreneurship, Venture Capital, Valuation, Entrepreneur, Business Strategy, Management Consulting, Business Development, Financial Modeling, Mergers, Product Management, Business Planning, Strategy, Strategic Planning

Education
HEC School of Management / HEC Paris   2002 — 2004
MBA, International Business; Finance

London School of Economics and Political Science   2002 — 2004
MBA, International Business; Finance

New York University - Leonard N. Stern School of Business   2002 — 2004
MBA, International Business; Finance

Donald Dinsmore Donald Dinsmore Greater New York City Area Details
Donald Dinsmore's TD Waterhouse Experience 2000 - 2001
Job Legal SpecialistMotor Vehicle Commission
Industry Government Relations
Experience
New Jersey Motor Vehicle Commission  January 2015 - Present
New Jersey Motor Vehicle Commission  April 2013 - January 2015
24th District New Jersey Assemblyman, Gary Chiusano   April 2010 - March 2013
State of New Jersey, Legislative Branch   April 2008 - February 2010
Covenant House  August 2007 - March 2008
Bell & Gage   August 2006 - August 2007
Chief Clerk's Office-Stamford Superior Court   August 2005 - July 2006
TD Waterhouse   2000 - 2001
John Hancock Life Insurance Company (U.S.A.)   2000 - 2001
Lyden, Dolan, Nick & Co.   May 1998 - April 1999

Skills
Legal Research, Public Policy, Fundraising, Government, Leadership, Legislative Relations, Politics, Management, Research, Appeals, Legislation, Negotiation, Legal Assistance, Policy Analysis, Administrative Law, Civil Litigation, Community Development, Community Outreach, Constituent Services, Courts, Criminal Law, Crisis Communications, Economic Development, Governmental Affairs, Grassroots Organizing, Legal Writing, Legislative Affairs, Legislative Research, Litigation, Media Relations, Mediation, Nonprofits, Policy, Political Campaigns, Political Communication, Political Consulting, Political Science, Public Administration, Public Affairs, Public Speaking, State Government, Strategic Communications, Westlaw, Coalitions

Education
Quinnipiac University School of Law   2003 — 2005
JD, LAW

Lafayette College   1994 — 1998
Bachelor of Arts (B.A.), Economics

Morristown-Beard School   1990 — 1994
High School

Stuart Samtur Stuart Samtur Greater New York City Area Details
Stuart Samtur's TD Waterhouse Experience February 1999 - May 2006
Job President Coupon Queen Inc.
Industry Consumer Services
Experience
Coupon Queen Inc.   January 2008 - Present
Best Brands 4 Less   May 2006 - January 2008
TD Waterhouse   February 1999 - May 2006

Skills
Marketing Strategy, New Business Development, Strategic Planning, Marketing, Retail, Social Media, Sales Management, Entrepreneurship, Start-ups, Business Strategy, Product Development, Budgets, Customer Service, Leadership, Public Speaking, Advertising, Marketing Communications, Sales

Education
Ithaca College   1994 — 1998
BS, Business Management

Scarsdale High School   1990 — 1994

Aniruddh Singh Aniruddh Singh New York, New York Details
Aniruddh Singh's TD Waterhouse Experience June 2004 - April 2005
Job Executive Director, Head of US Sales Technology, Nomura
Industry Financial Services
Experience
Nomura Securities  May 2012 - Present
Nomura Securities  July 2009 - April 2012
Mizuho Securities USA  March 2009 - June 2009
lehman Brothers -> Barclays Capital  September 2008 - March 2009
Lehman Brothers  April 2005 - September 2008
TD Waterhouse   June 2004 - April 2005
Thaumaturgix  1999 - 2002
Indus Consultancy Services  1998 - 1999
Infosys Technologies Ltd  1995 - 1997

Skills
Fixed Income, Risk Management, Electronic Trading, Trading, Bonds, Management, Leadership, Project Management, Financial Risk, Analytics, MBS, Trading Systems, Derivatives, Capital Markets, Investment Banking

Education
New York University   1997 — 2000
MSIS, Information Systems ( Joint Pgm - Courant Institute & Stern School of Business )

Indian Institute of Technology, Madras   1991 — 1995
BTech, Mechanical Engineering

Philip Murtha Philip Murtha Greater New York City Area Details
Philip Murtha's TD Waterhouse Experience 1998 - 2001
Job Publisher at Hudson Coffee News
Industry Marketing and Advertising
Experience
Hudson Coffee News   August 2009 - Present
UBS  March 2001 - May 2009
TD Waterhouse   1998 - 2001

Education
Iona College   2003 — 2005
MBA, Financial Management

Manhattan College   1993 — 1997

Dean Lupo Dean Lupo Greater New York City Area Details
Dean Lupo's TD Waterhouse Experience May 1996 - August 2005
Job Senior Operations Project Manager
Industry Financial Services
Experience
Bank of America  December 2009 - Present
UBS Investment Bank  May 2006 - November 2009
TD Waterhouse   May 1996 - August 2005

Education
Loyola University Maryland   1989 — 1993

Rick Lapka, PMP Rick Lapka, PMP Greater Chicago Area Details
Rick Lapka, PMP's TD Waterhouse Experience 1999 - 2001
Job Senior Program Manager at SQS USA, Inc.
Industry Information Technology and Services
Experience
SQS USA, Inc.   March 2014 - Present
Eze Software Group  October 2005 - March 2014
JPMorgan Chase  November 2001 - October 2005
TD Waterhouse   1999 - 2001

Skills
Project Management, Product Management, Trading Systems, Equities, Electronic Trading, Business Analysis, Risk Management, Market Data, Vendor Management, Databases, Software Project..., SDLC, Leadership, CRM, Project Planning, Team Leadership, Financial Services, Contract Negotiation, Training, Business Process..., Product Development, Software Documentation, Equity Trading, IT Strategy, Options, Project Portfolio..., Salesforce.com, Microsoft Office, Microsoft Dynamics, Bigdough, Full SDLC, Communication Skills, Software Procurement, IT Procurement, Six Sigma, Sql, Salesforce, Software, Sharepoint, Cloud, Infrastructure, Selenium, UI, Migration, Technology, Insurance, Security, SAS, Call Center, B2B

Education
Keller Graduate School of Management of DeVry University   2010 — 2011
MPM, Project Management

Devry University
BS, Technical Management

Missouri Southern State University
Criminal Justice Adminstration, Criminal Justice/Police Science

Ion Leahu Ion Leahu Montreal, Canada Area Details
Ion Leahu's TD Waterhouse Experience October 2004 - Present
Job Investment Representative at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse   October 2004 - Present

Education
Grenoble Ecole de Management   2001 — 2002
MBA, Finance

   1996 — 2001
B.Com, Finance

ASEM

Howard E. Goldstein Howard E. Goldstein Greater New York City Area Details
Howard E. Goldstein's TD Waterhouse Experience February 2000 - September 2001
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America  October 2006 - Present
Nomura  June 2006 - October 2006
JPMorgan Chase  January 2005 - June 2006
Medco  March 2004 - January 2005
Charles Schwab  January 2003 - March 2004
NASDAQ  2001 - 2002
TD Waterhouse   February 2000 - September 2001
Anderson Consulting  1998 - 2000
ING  November 1997 - August 1998
AIG  October 1995 - October 1997

Skills
Vendor Management, Business Analysis, SDLC, PMO, Equities, Banking

Education
Hofstra University   1977 — 1979
MBA, Finance

Queens College   1972 — 1977
BA, Accounting, Economics

Sarvjit Singh Sarvjit Singh Greater Boston Area Details
Sarvjit Singh's TD Waterhouse Experience September 2004 - January 2006
Job Technology Operations/Infrastructure VP
Industry Information Technology and Services
Experience
Thomson Reuters  February 2008 - March 2010
CITIGROUP  January 2006 - February 2008
TD Waterhouse   September 2004 - January 2006
Wachovia, A Wells Fargo Company  September 2000 - March 2004
Evergreen Investments  1999 - 2004
Hall Kinion  November 1994 - September 2000

Education
Harvard University   2002 — 2004
Admin & Management

Gulbarga University   1986 — 1990
B.E, Computer Sciences

Tom Coakley Tom Coakley Greater New York City Area Details
Tom Coakley's TD Waterhouse Experience November 2004 - September 2005
Job Sr. Manager, Sponsorship Sales
Industry Financial Services
Experience
TD Ameritrade  September 2005 - Present
TD Waterhouse   November 2004 - September 2005
Fidelity / National Financial   November 2002 - November 2004
UBS / Correspondent Services Corporation   November 2002 - July 2003
UBS Global Asset Management  May 1998 - November 2002
Mitchell Hutchins Asset Management  1998 - 2002
PaineWebber Inc.,   May 1995 - May 1998
Kidder Peabody and Co., Inc   June 1986 - May 1995
Kidder Peabody  1986 - 1990
Kidder Peabody  1986 - 1990

Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Asset Managment, Fixed Income, Alternative Investments, Sponsorship, Portfolio Management, Investments, Hedge Funds, Asset Allocation, Series 24, Marketing Strategy, Securities, Equities, Sales Management, Asset Management, Investment Strategies, ETFs, Investment Advisory, FINRA, Strategic Partnerships, Risk Management, Financial Services, Relationship Management, Retirement Planning, Investment Management, Trading, 401k, Bonds, Financial Advisory, Options

Education
Lynchburg College   1982 — 1986
BS, Managerial Economics

Susan Lupo Susan Lupo Greater New York City Area Details
Susan Lupo's TD Waterhouse Experience July 2000 - July 2004
Job Avp at Credit Suisse Securities
Industry Financial Services
Experience
Credit Suisse  March 2014 - Present
Credit Suisse  June 2012 - March 2014
Credit Suisse  November 2008 - June 2012
Swiss American Securities  July 2004 - November 2008
TD Waterhouse   July 2000 - July 2004

Education
Loyola University Maryland   1994 — 1998

Anthony Viviano Anthony Viviano Greater New York City Area Details
Anthony Viviano's TD Waterhouse Experience 1997 - 2003
Job Vice President Branch Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab  2015 - Present
E*TRADE Financial  October 2003 - February 2015
TD Waterhouse   1997 - 2003

Skills
Management, Finance, Series 63, Series 7, Asset Management, Leadership, Relationship Management, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Series 24, Sales

Education
Ithaca College   1991 — 1996

Janet Basioli Janet Basioli Greater New York City Area Details
Janet Basioli's TD Waterhouse Experience 2004 - 2006
Job Marketing Manager at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade  February 2007 - February 2009
TD Waterhouse   2004 - 2006
TD Waterhouse   2001 - 2004
TD Waterhouse   1998 - 2001

Skills
Financial Services, Direct Marketing, Series 7, Microsoft Office, PowerPoint, Newsletters, Call Centers, Marketing Communications, Banking, Email Marketing, Management, Marketing, Training, Recruiting, Digital Marketing, Customer Retention, Risk Management, Marketing Strategy

Education
Kean University   1992 — 1996

Ellen Dylla Ellen Dylla Houston, Texas Area Details
Ellen Dylla's TD Waterhouse Experience March 1999 - June 2002
Job Manager, Project and Corporate Finance at GDF Suez Energy North America
Industry Oil & Energy
Experience
GDF SUEZ Energy North America, Inc.   February 2012 - Present
Benchmark Electronics  November 2004 - February 2012
Delta Air Lines  July 2004 - November 2004
Air Liquide America  January 2003 - August 2003
TD Waterhouse   March 1999 - June 2002

Skills
Financial Analysis, Competitive Analysis, Finance, Leadership, Investments, Financial Reporting, Project Management, Strategic Planning, Project Finance, Negotiation, Financial Modeling, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Risk Management, Forecasting, Manufacturing, Contract Negotiation, Corporate Finance

Education
Jones Graduate School of Business, Rice University   2002 — 2004
MBA

Texas A&M University

Brendan Fee Brendan Fee Greater New York City Area Details
Brendan Fee's TD Waterhouse Experience August 1999 - December 2001
Job Sales Executive, MRE Insurance Inc
Industry Insurance
Experience
The Nightingale-Bamford School  October 2012 - Present
MRE Insurance   April 2009 - Present
TD Waterhouse   August 1999 - December 2001
Merrill Lynch Specialists   October 1996 - August 1999

Education
Iona College   1993 — 1997

Aga Jendo Aga Jendo Vancouver, Canada Area Details
Aga Jendo's TD Waterhouse Experience 2000 - 2002
Job Financial Management Professional | CPA, CMA
Industry Management Consulting
Experience
BC Cancer Agency  2011 - 2013
Michael Smith Foundation for Health Research  2008 - 2011
BC Cancer Agency Genome Sciences Centre  2004 - 2008
BC Cancer Agency Provincial Health Services Authority   2002 - 2004
TD Waterhouse   2000 - 2002

Skills
Financial Analysis, Strategic Planning, Financial Reporting, Data Analysis, Budgets, Business Process..., Accounting, Operating Budgets, Fund Accounting, Business Analysis, Business Strategy, Process Improvement, Project Planning, IT systems development, Report Writing, Business Writing, Financial Policies &..., MS Excel Pivot Tables, Operations Management, Team Leadership, Payroll Analysis, Ceridian Payroll System, Great Plains Software, PeopleSoft, Mutual Funds, Investments, Business Planning, Strategy, Risk Management, Leadership, Strategic Financial..., Finance, Management, Financial Planning

Education
CMA Strategic Leadership Program

Simon Fraser University
Bachelor of Arts (B.A.)

Association for Investment Management and Research

Langara College
Business, Finance and Investment Management

Gus Palkovi Gus Palkovi Montreal, Canada Area Details
Gus Palkovi's TD Waterhouse Experience investment advisorResearch Capital2008 - 2010
Job investment advisor at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse   investment advisorResearch Capital2008 - 2010

Education
McGill University   1980 — 1982

Frederic Paquette Frederic Paquette Montreal, Canada Area Details
Frederic Paquette's TD Waterhouse Experience 1998 - 2002
Job Executive VicePresident
Industry Financial Services
Experience
Industrielle Alliance Valeurs Mobilières  April 2012 - Present
Industrielle Alliance Valeurs Mobilières  April 2012 - Present
Desjardins Online Brokerage   May 2002 - April 2012
TD Waterhouse   1998 - 2002

Skills
Investments, Equities, Portfolio Management, Mutual Funds, Wealth Management, Financial Markets, Retirement Planning, Capital Markets

Education
HEC Montréal   1989 — 1992
Finance and marketing

Petite école...

Petite école...

Petite école...

Frantz Joazard, CEP Frantz Joazard, CEP Greater Atlanta Area Details
Frantz Joazard, CEP's TD Waterhouse Experience 2004 - 2006
Job Client Service Manager at Etrade Financial, Corporate Services Group
Industry Financial Services
Experience
Etrade Financial, Corporate Services Group   May 2012 - Present
E*TRADE Financial  November 2006 - May 2012
TD Waterhouse   2004 - 2006
Primerica Financial Services  2002 - 2004

Skills
Internal Communications, Human Relations, Organizational, Series 63, Series 7, Equities, Securities, Financial Services, Options, Stocks, Credit, Banking, Restricted Stock, Investments, Strategic Financial...

Education
LIU Brooklyn
B.S, Business Management

Doug Waldron Doug Waldron Greater New York City Area Details
Doug Waldron's TD Waterhouse Experience September 1999 - January 2004
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2013 - Present
Morgan Stanley Smith Barney  November 2009 - May 2013
Consultant  March 2004 - November 2009
TD Waterhouse   September 1999 - January 2004
TD Securities  April 1997 - September 1999
TD Bank  April 1995 - April 1997
TD Bank  January 1989 - April 1995
TD Bank  November 1987 - January 1989
TD Bank  October 1983 - November 1987

Skills
Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Structuring, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Investments

Education
Georgia State University - J. Mack Robinson College of Business   1984 — 1987
MPA, Professional Accountancy, 3.26

University of San Diego   1967 — 1971
B.Sc, Accounting & Business Administration, 2.93

Rustam Saniakhmetov Rustam Saniakhmetov Toronto, Canada Area Details
Rustam Saniakhmetov's TD Waterhouse Experience October 2006 - April 2007
Job Product Analyst / Vendor and Product Management at Questrade Financial Group
Industry Financial Services
Experience
Questrade Financial Group   June 2014 - Present
Questrade  April 2011 - May 2014
Questrade  March 2010 - April 2011
Questrade  January 2009 - March 2010
TD Waterhouse   October 2006 - April 2007

Skills
Equities, FIX, Fixed Income, Stocks, Capital Markets, Vendor Management, Algorithms, Algos, ECN, Order Management, Risk Management, Options, Options Strategies, Stock Option, High Frequency Trading, Smart Order Routing, Stock Exchange, Stock Trading, Momentum Trading, API, TCP/IP, CUSIP, Security Master, Software Development..., Securities, Derivatives, Trading, FX trading, Process Improvement, Financial Services, Bloomberg, FX Options, Financial Markets, Security, Routing, Investments, SDLC

Education
University of Toronto   2015 — 2015
Fundamentals of Business Analysis

Odessa National 'I.I. Mecnikov' University   2007 — 2008
Master’s Degree

George Brown College   2005 — 2008
Bachelor’s Degree

Odessa National 'I.I. Mecnikov' University   2003 — 2007
Bachelor’s Degree

Odessa State Polytechnic University   2000 — 2003
Software Engineering

Anthony Alberico, CFP® Anthony Alberico, CFP® San Diego, California Details
Anthony Alberico, CFP®'s TD Waterhouse Experience June 2000 - August 2001
Job Vice President, Wealth Management Consultant at Union Bank Private Bank
Industry Investment Management
Experience
Union Bank  July 2015 - Present
J.P. Morgan   June 2014 - June 2015
J.P. Morgan   April 2009 - June 2014
J.P. Morgan   November 2003 - April 2009
Deutsche Asset Management  September 2002 - November 2003
TD Waterhouse   June 2000 - August 2001

Skills
New Business Development, Portfolio Management, Wealth Management..., Series 7, Mutual Funds, Asset Allocation, Derivatives Trading, Wealth Management, Alternative Investments, Asset Managment, Investments, Derivatives, Securities, Series 63, Financial Analysis, Equities, Trading, Asset Management, Investment Advisory, Investment Management

Education
Illinois State University   1996 — 2000
Finance

Chris Merlo Chris Merlo Greater New York City Area Details
Chris Merlo's TD Waterhouse Experience September 1998 - March 2000
Job Associate Professor at Nassau Community College
Industry Higher Education
Experience
Nassau Community College  September 2000 - Present
TD Waterhouse   September 1998 - March 2000
UVM  1995 - 1997

Skills
Teaching, HTML, PHP, Curriculum Design, Research, Tutoring, Public Speaking, JavaScript, Linux, Higher Education, MySQL, Programming, Microsoft Office, Social Media, C++, Social Networking, Java, Networking, Microsoft Word, Web Development

Education
The College of William and Mary   1997 — 1998

University of Vermont   1995 — 1997
MS, Computer Science

Molloy College   1992 — 1995
BA, Mathematics, Computer Science, and Philosophy

Manhattan College   1990 — 1991

Chaminade High School   1986 — 1990

Mehmet Elik Mehmet Elik Toronto, Canada Area Details
Mehmet Elik's TD Waterhouse Experience 1999 - 2003
Job Owner at ELK Trading and Consulting
Industry Information Technology and Services
Experience
ELK Trading and Consulting   April 2012 - Present
Humber College  August 2010 - Present
IBM Global Services  September 2003 - January 2010
TD Waterhouse   1999 - 2003

Education
Bogazici University
BA

Humber College

Nick Tessari Nick Tessari Greater Chicago Area Details
Nick Tessari's TD Waterhouse Experience 1999 - 2000
Job Senior AnalystHedge Fund Services at Northern Trust
Industry Financial Services
Experience
Northern Trust  October 2013 - Present
tradeMONSTER  August 2008 - October 2013
Etrade Financial  February 2006 - August 2008
Terra Nova Financial  2004 - 2006
TD Waterhouse   1999 - 2000

Skills
Options, Equities, Corporate Actions, Securities, Trading, Risk Management, Retail, Series 7, Trading Systems, Risk, Series 63, Electronic Trading

Education
Illinois State University   1995 — 1999
Public Relations

Peter Orth Peter Orth Greater Chicago Area Details
Peter Orth's TD Waterhouse Experience 1992 - 2001
Job Helping People Enjoy A Better Life!
Industry Financial Services
Experience
The Tranel Financial Group  2007 - Present
The Tranel Financial Group  March 2007 - January 2010
Coe Capital Management, LLC   January 2003 - March 2007
Coe Financial Group  2002 - 2003
TD Waterhouse   1992 - 2001

Skills
Strategic Financial..., Series 24, Finance, Asset Management, Investments, Leadership, Management, Analysis, Forecasting, Financial Modeling, Financial Advisory, Securities, Mutual Funds, Portfolio Management, Wealth Management, Equities, Insurance, Retirement, FINRA, Series 7, Asset Allocation, Retirement Planning, Options, Series 63, Financial Planners, Investment Advisory, Investment Strategies, Alternative Investments, 401k

Education
Loras College   1986 — 1990
BA, Finance

Ethan Pirnia Ethan Pirnia Toronto, Canada Area Details
Ethan Pirnia's TD Waterhouse Experience November 2008 - Present
Job Partnership Specialist at TD Waterhouse
Industry Government Relations
Experience
TD Waterhouse   November 2008 - Present
McMaster University  September 2007 - May 2008
CIBC  May 2007 - September 2007

Education
McMaster University   2007 — 2008
MA, International Relations

Western University   2003 — 2007
Hon. BA, International Relations

daniel tapia daniel tapia Greater New York City Area Details
daniel tapia's TD Waterhouse Experience 1999 - 2005
Job Chief Compliance Officer at WallachBeth Capital LLC
Industry Financial Services
Experience
WallachBeth Capital LLC   November 2008 - Present
Deutsche Bank Securities  March 2007 - August 2008
Wachovia Securities, LLC  October 2005 - February 2007
TD Waterhouse   1999 - 2005

Skills
Securities, FINRA, Series 7, Series 24, Series 63, Equities, Options, Hedge Funds, ETFs, Equity Trading, Fixed Income, Trading, Derivatives, Electronic Trading, AML

Education
Green Mountain College   1988 — 1992
B of S, Bus Mgmt/Finance

Rutgers University-New Brunswick   1986 — 1987

St. Peter's Prep   1982 — 1986
college prep

Steven Jacobi Steven Jacobi Greater Chicago Area Details
Steven Jacobi's TD Waterhouse Experience January 2001 - July 2002
Job Owner, Bilco Carpet Cleaning Service, Inc.
Industry Consumer Services
Experience
Bilco Carpet Cleaning Service, Inc.   August 2002 - Present
TD Waterhouse   January 2001 - July 2002
Dovenmuehle Mortgage  January 1998 - December 1999

Skills
Sales Management, Program Management, Customer Service, Sales, Management, Strategic Planning, New Business Development, Time Management, Team Building, Carpet Cleaning

Education
Harper College   1995 — 1997

Conant High School   1991 — 1994

Brian Herte Brian Herte Greater New York City Area Details
Brian Herte's TD Waterhouse Experience 1994 - 2007
Job Bloomberg Personal Wealth
Industry Financial Services
Experience
Bloomberg Wealth   December 2010 - Present
Broadridge Financial Solutions  January 2008 - December 2010
TD Waterhouse   1994 - 2007

Education
Marist College
Bachelor of Science (B.S.), Business Administration and Management, General

Andreas Bettin Andreas Bettin Toronto, Canada Area Details
Andreas Bettin's TD Waterhouse Experience July 2009 - May 2013
Job Business Analyst at IRESS
Industry Financial Services
Experience
IRESS Market Technology  May 2013 - Present
TD Waterhouse   July 2009 - May 2013
TD Waterhouse   February 2007 - June 2009
TD Securities  March 2005 - January 2007

Skills
Portfolio Management, Analysis, Banking, Business Analysis, Business Requirements, Finance, Equities, Financial Risk, Financial Services, Fixed Income, Investments, Management, Options, Project Management, Risk Management, Securities, Trading, Wealth Management

Education
McMaster University   1993 — 1997
BA, Political Science

Mike Rothe Mike Rothe Greater Chicago Area Details
Mike Rothe's TD Waterhouse Experience September 2002 - September 2004
Job Affinity Marketing & Support Manager at Allstate Business Insurance
Industry Insurance
Experience
Allstate Business Insurance   March 2015 - Present
Allstate  January 2014 - March 2015
Allstate Insurance  August 2009 - January 2014
John Hancock  April 2009 - August 2009
Allstate Financial  April 2006 - April 2009
Allstate  October 2004 - March 2006
TD Waterhouse   September 2002 - September 2004

Skills
Management, Series 6, Retirement Planning, Sales, Licensing, Insurance, Leadership, Strategic Planning, Marketing, Mutual Funds, Series 7, Life Insurance, Fixed Annuities, Sales Operations, CRM, Process Improvement, Series 63, 401k, Asset Allocation, Banking, Business Development, Commercial Insurance, Business Planning, Disability Insurance, Employee Benefits, Financial Services, Investments, Long-term Care, Negotiation, Marketing Strategy, New Business Development, Portfolio Management, Sales Management, Retirement, Training, Term Life Insurance, Variable Annuities, Financial Advisory, Property & Casualty...

Education
Illinois State University   1996 — 1999
Finance, Risk Management

Illinois State University   1996 — 1999
Finance, Risk Management

Neil Post Neil Post Toronto, Canada Area Details
Neil Post's TD Waterhouse Experience 1900 - 1999
Job Client Relationship Executive
Industry Financial Services
Experience
IBM  1999 - Present
TD Waterhouse   1900 - 1999

Skills
Financial Services, Business Analysis, Banking, Relationship Management, Vendor Management, IT Strategy, Business Intelligence, Outsourcing, Derivatives, Risk Management, SDLC, Business Strategy, CRM, Project Portfolio..., Business Transformation, Management Consulting, Business Process...

Education
Ivey Business School at Western University

Ivey Business School at Western University

Bill Wlevy816 Bill Wlevy816 Greater New York City Area Details
Bill Wlevy816's TD Waterhouse Experience September 1980 - December 2001
Job Substitute Teacher/Writing Tutor at
Industry Financial Services
Experience
Levy Education Enterprises   September 2005 - Present
TD Waterhouse   September 1980 - December 2001

Skills
Writing, editing,...

Education
Hofstra University
Bachelor of Arts (BA), English, Education

St. John's University
MBA, Finance

Rob Carron CFP Rob Carron CFP Toronto, Canada Area Details
Rob Carron CFP's TD Waterhouse Experience October 2007 - September 2010
Job Managing Director Enterprise Business and Buying Groups at Grand and Toy
Industry Business Supplies and Equipment
Experience
Grand and Toy  December 2014 - Present
Grand & Toy (an OfficeMax company)   February 2013 - December 2014
Grand & Toy  April 2011 - January 2013
TD Bank Financial Group  2010 - April 2011
TD Waterhouse   October 2007 - September 2010
TD Bank Group  2004 - 2007

Skills
Banking, Consultative Selling, Solution Selling, Sales Management, Cold Calling, B2B, Business Coaching, Team Leadership, Management, Sales Process, Selling, Sales, Marketing Strategy, Coaching

Education
Lakehead University   1990 — 1991
BA, Marketing

Mohawk College   1988 — 1990
Diploma Business, Marketing

Financial Planners Standards Council
Certified Financial Planning Designation (CFP)

DONNA HICKO DONNA HICKO Greater San Diego Area Details
DONNA HICKO's TD Waterhouse Experience 1994 - 2004
Job OSJ Supervision, Cuso Financial/ Sorrento Pacific
Industry Financial Services
Experience
CUSO Financial Services, LP  March 2015 - Present
LPL Financial  January 2014 - November 2014
LPL Financial  February 2011 - December 2013
Morgan Stanley Smith Barney  May 2007 - April 2010
RJL Inc.   April 2004 - April 2007
TD Waterhouse   1994 - 2004
various  January 1984 - September 1994

Skills
Series 7, Series 24, series 8, Financial Services, Fixed Annuities, Securities, FINRA, Mutual Funds, Series 63, Risk Management, Financial Risk, Alternative Investments, Uniform Combined State..., Investments, Financial Advisory, Trading, Equities, Financial Analysis, Fixed Income, Strategic Financial..., Human Resources, Sales, Training, Finance, Bonds, Financial Planning, Insurance, Investment Advisory

Education
Santa Monica College   2010 — 2011
Health IT Training, Health IT Trainer

Kean University
Economics

Kean University

Ashley Zhu, MBA Ashley Zhu, MBA Toronto, Canada Area Details
Ashley Zhu, MBA's TD Waterhouse Experience August 2008 - September 2010
Job Senior Business Analyst at Scotiabank
Industry Investment Management
Experience
Scotiabank  May 2015 - Present
TD  September 2010 - May 2015
TD Waterhouse   August 2008 - September 2010
Russel Financial Services   July 2006 - December 2007

Skills
Business Analysis, Project Management, Process Improvement, Financial Analysis, Communicaitons, Relationship-building..., Finance, MS Project, Requirements Gathering

Education
Goodman School of Business at Brock University   2004 — 2006
MBA, Finance

McMaster University
Advanced Certificate of Completion in Business Analysis

McMaster University   2010 — 2013
Associate's Certificate in Business Analysis

Carly Libman Carly Libman Toronto, Canada Area Details
Carly Libman's TD Waterhouse Experience February 2009 - February 2011
Job Manager, Corporate and Public Affairs at TD Bank Group
Industry Financial Services
Experience
TD Bank Group  February 2011 - Present
TD Waterhouse   February 2009 - February 2011
Creststreet Asset Management   2008 - 2009
CIBC Wood Gundy  2007 - 2008
Creststreet Asset Management   2006 - 2007
Word of Mouth PR   2006 - 2006

Skills
Marketing Communications, Internal Communications, Corporate Communications, Communications Planning, Strategic Communications, Media Relations

Education
Humber College
Post-Graduate, Public Relations

Western University
BA, Philosophy

James Stellick James Stellick Toronto, Canada Area Details
James Stellick's TD Waterhouse Experience November 2012 - September 2013
Job Sales and Marketing at Picton Mahoney Asset Management
Industry Investment Management
Experience
Picton Mahoney Asset Management  September 2013 - Present
TD Waterhouse   November 2012 - September 2013
TD Wealth Management  April 2011 - November 2012
Macquarie  2009 - 2009
Macquarie  2009 - 2009

Education
McGill University   2006 — 2010
Bachelor of Commerce (B.Com.), Finance, General

Dale Nowery Dale Nowery Richmond, Virginia Details
Dale Nowery's TD Waterhouse Experience June 1994 - May 1998
Job Social Entrepreneur at Impact Insurance Agency, Inc.
Industry Insurance
Experience
Impact Insurance Agency, Inc.   November 2013 - Present
HealthStaff, Inc.   May 1998 - Present
Nowrudy, Inc.   June 2003 - June 2005
TD Waterhouse   June 1994 - May 1998

Skills
Training, Management, Recruiting, Budgets, Team Building, Strategic Planning, Contract Negotiation, Operations Management, Human Resources, Marketing, Customer Service, Negotiation, Insurance, Business Strategy, Marketing Strategy, Healthcare

Education
Hampden-Sydney College   1990 — 1994
Bachelor of Arts, Economics

University of Richmond - Robins School of Business

Patrick McCubbin Patrick McCubbin Greater Chicago Area Details
Patrick McCubbin's TD Waterhouse Experience December 1995 - July 2001
Job Consultant at Transworld Systems
Industry Financial Services
Experience
Transworld Systems  Financial AdvisorChase BankSeptember 2007 - July 2009
Banc One Securities  January 2003 - May 2005
TD Waterhouse   December 1995 - July 2001

Education
Indiana University Bloomington   1982 — 1987
B.S., Economics

Claudia Apablaza Claudia Apablaza Toronto, Canada Area Details
Claudia Apablaza's TD Waterhouse Experience March 2010 - October 2010
Job Credit & Compliance
Industry Tobacco
Experience
Rothmans  October 2014 - Present
CIBC  February 2014 - October 2014
CIBC  April 2013 - February 2014
Dynamic Funds  January 2013 - April 2013
RBC Royal Bank  September 2010 - September 2012
TD Waterhouse   March 2010 - October 2010

Skills
Credit, Banking, Customer Service, Research, Retail, Team Leadership, Microsoft Excel, Leadership, Canadian Securities..., Loans, Investigation, Microsoft Office, Oracle Applications, IRIS, PeopleSoft, General Ledger, General Office Skills, General Administrative..., Escalation Process, Escalation Resolution, Document Retrieval, Time Management, Business Loans, loan maintenance, Payment Services, Electronic Payments, Drafts, Wire, RRSP, Risk Management, Analysis, Investments, Mutual Funds, Retail Banking, Finance

Education
CSI Global Education Inc.   2009 — 2009
Canadian Securities Course (CSC), Financial Services Training

George Brown College   2008 — 2009
Business Administration Diploma, Financial Planning

Pontificia Universidad Católica de Chile   1999 — 2004
Bachelor, Design

Marie-Eve Chasse Marie-Eve Chasse Montreal, Canada Area Details
Marie-Eve Chasse's TD Waterhouse Experience August 2009 - January 2010
Job Finance services
Industry Financial Services
Experience
Invesco Trimark  January 2010 - January 2011
TD Waterhouse   August 2009 - January 2010
TD Canada Trust  August 2008 - August 2009

Education
McGill University   2001 — 2005
BA, English Literature

Ian Fogel Ian Fogel Toronto, Canada Area Details
Ian Fogel's TD Waterhouse Experience
Job Associate Investment Advisor at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse  

Skills
Canadian Securities..., Mutual Funds

Education
Loyola University New Orleans   1971 — 1975

Jennifer Livingstone Jennifer Livingstone Toronto, Canada Area Details
Jennifer Livingstone's TD Waterhouse Experience July 1998 - March 1999
Job Manager, Sales Support Training at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  November 2014 - Present
RBC Dominion Securities  2011 - October 2014
RBC Dominion Securities  September 1995 - 2011
TD Waterhouse   July 1998 - March 1999

Skills
Investments, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Equities, Insurance, Financial Planners, Risk Management, Securities, Asset Allocation, Investment Strategies, Asset Management

Education
Humber College   1994 — 1995
Post Graduate Diploma-Marketing Management, Marketing, Finanical

University of Guelph   1990 — 1994
B.Comm, Management Economics

Vito Violante Vito Violante Toronto, Canada Area Details
Vito Violante's TD Waterhouse Experience April 2008 - Present
Job Financial Planner at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse   April 2008 - Present
TD Wealth Management  2008 - Present

Skills
Portfolio Management, Asset Allocation, Banking, Wealth Management..., Relationship Management, Asset Management, Team Leadership, Credit, Management, Fixed Income, Cash Management, Wealth Management, Financial Services, Residential Mortgages, Finance, Estate Planning, Retail Banking, Mutual Funds, Credit Analysis, Customer Service, High Net Worth..., Retirement Planning, Investment Advisory, Financial Planning, Investments, Branch Banking

Education
Humber College
Hospitality Management

Matthew J. Solomon Matthew J. Solomon Toronto, Canada Area Details
Matthew J. Solomon's TD Waterhouse Experience September 2010 - Present
Job Wills Consultant / Lawyer at TD Waterhouse Private Trust
Industry Law Practice
Experience
TD Waterhouse   September 2010 - Present
Yallen Associates   January 2008 - April 2010
Nortel Networks  May 1999 - August 2000
BMO  January 1998 - August 1998

Skills
Legal Research, Estate Planning, Legal Writing, Litigation, Civil Litigation, Privacy Law, Securities, Legal Advice, Trusts, Wills, Dispute Resolution, Legal Assistance, Estate Law, Banking, Insurance, Corporate Law, Commercial Litigation

Education
Queen's University   2006 — 2007
J.D., Law

Université de Montréal   2003 — 2006
LL.B., Civil Law

McGill University   1996 — 2000
B.Com., Finance/Accounting/Information Systems

Bialik High School

Jeff Albright Jeff Albright Greensboro/Winston-Salem, North Carolina Area Details
Jeff Albright's TD Waterhouse Experience June 1999 - January 2006
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc.  September 2012 - Present
Burney Company   March 2006 - August 2012
TD Waterhouse   June 1999 - January 2006
Starmount Forest CC   February 1997 - June 1999
Forest Oaks CC   May 1994 - February 1997

Skills
Wealth Management, Investment Management, Wealth Management..., Retirement Planning, Estate Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Financial Planners, Investment Advisory, Retirement Plan..., Wealth, Financial Planning, Financial Advisory, Equities, Insurance, Wealth Accumulation, Investment Strategies, Retirement, Portfolio Management, Financial Markets, Personal Financial..., Fixed Income, Stocks, Separately Managed..., Series 7, Series 63, High Net Worth..., Financial Services, Asset Management, IRAs, 401k Rollovers, ETFs

Education
Guilford College   1990 — 1994
Bachelor of Science, Business Management

Anthony Volpini Anthony Volpini Toronto, Canada Area Details
Anthony Volpini's TD Waterhouse Experience 1993 - 1996
Job Senior Investment Analyst at Region of Halton
Industry
Experience
Region of Halton  2010 - Present
AIC Investment Services Inc.   2002 - 2009
AIC Limited  2001 - 2002
Berkshire Securities Inc.   1996 - 2001
TD Waterhouse   1993 - 1996

Skills
Asset Managment, Trading, Equities, Bonds, Financial Analysis, Asset Allocation, Investments, Analysis, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Equity Research, Strategic Planning, Fixed Income, Hedge Funds, Retirement Planning, Wealth Management, Strategic Financial..., Financial Reporting, Bloomberg, Options, Securities, Investment Strategies, Equity Valuation, Risk Management, Finance

Education
McMaster University   1988 — 1991
Bachelor of Arts, Economics

Gisella Agusta Gisella Agusta Toronto, Canada Area Details
Gisella Agusta's TD Waterhouse Experience May 2006 - June 2008
Job Vice President, Human Resources at ITG Canada Corp.
Industry Financial Services
Experience
ITG Canada Corp.   February 2010 - Present
ITG Canada Corp.   June 2008 - February 2010
TD Waterhouse   May 2006 - June 2008
Merrrill Lynch (Bank of America)   January 2005 - February 2006
Priszm Brandz  January 1998 - June 2002

Skills
Human Resources, Personnel Management, Organizational..., Talent Management, Leadership, Succession Planning, Equities, Onboarding, Management, Program Management, Performance Management, Employee Relations, Employee Engagement, Recruiting

Education
Wilfrid Laurier University
Bachelor of Arts (B.A.)

Humber College
Human Resources Management

Erkens Gjini Erkens Gjini Toronto, Canada Area Details
Erkens Gjini's TD Waterhouse Experience December 2012 - January 2014
Job Financial Planning Associate
Industry Investment Management
Experience
TD Wealth  January 2014 - Present
TD Waterhouse   December 2012 - January 2014
TD Waterhouse   November 2008 - December 2012
TD Asset Management  November 2010 - July 2011

Skills
Banking, Mutual Funds, Options, Retail Banking, Fixed Income, Investments, Wealth Management, Capital Markets, Equity Trading, Equity Derivatives, Trading, Securities, Derivatives, Investment Strategies, Equities, Portfolio Management

Education
Royal Roads University
Bachelor's Degree, Bachelor of Commerce in Entrepreneurial Management

University of Toronto
TEFL-Teaching English as a Foreign Language Instructor

Humber College
Associate's Degree, Business Management - Financial Services

David Iles David Iles Toronto, Canada Area Details
David Iles's TD Waterhouse Experience April 2007 - Present
Job Sales Assistant at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Waterhouse   April 2007 - Present
TD Canada Trust  November 2000 - April 2007

Skills
CSC, CPH, CSI IA 90 Day Training..., Customer Service, Banking, Word, Excel, Outlook, Fast Learner, Trading, Financial Markets, Microsoft Word, Microsoft Excel, Financial Analysis, Mutual Funds, Risk Management, Loans, Wealth Management, Investments, Relationship Management, Credit, Financial Services

Education
George Brown College   1998 — 1999
Graphic Design

Carrie Russell Carrie Russell Toronto, Canada Area Details
Carrie Russell's TD Waterhouse Experience 1998 - 2001
Job EVP and Chief Marketing Officer at D+H
Industry Banking
Experience
D+H, Financial Technologies, Solutions for People   November 2012 - Present
TD Bank Group  2011 - 2012
TD Bank  1998 - 2011
TD Bank  2007 - 2008
TD Bank Group  2004 - 2007
TD Bank  2002 - 2004
TD Waterhouse   1998 - 2001
CFDS Ltd   1996 - 1998
CIBC  1992 - 1996

Skills
Strategy Development, Business Optimization, Marketing Communications, Profit & Loss Management, Product Development, New Business Development, Product Management, Problem Solving, Business Strategy, Retail Banking, Merchant Services, Strategy, Business Process..., Business Analysis, Investments, Strategic Planning, Income Statement, Banking, Mutual Funds, Commercial Banking, Leadership, Financial Services, Outsourcing, Relationship Management, Management, P&L Management, Business Development

Education
McGill University   1985 — 1988
HBA, Political Science - Canadian Public Policy

Havergal College

Darren W. Prince Darren W. Prince Toronto, Canada Area Details
Darren W. Prince's TD Waterhouse Experience June 2004 - July 2006
Job Account Executive at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets  September 2006 - Present
TD Waterhouse   June 2004 - July 2006

Education
Ivey Business School at Western University   2004 — 2006
Masters

Wilfrid Laurier University   2000 — 2004
Commerce

Sandra Lozo Sandra Lozo Greater New York City Area Details
Sandra Lozo's TD Waterhouse Experience June 2003 - August 2005
Job
Industry Banking
Experience
Société Générale Corporate & Investment Banking   March 2010 - May 2014
Société Générale Corporate & Investment Banking   January 2007 - March 2010
TD Waterhouse   June 2003 - August 2005
Royal Bank of Canada  September 2001 - May 2003

Education
University of Colorado Boulder   2014 — 2015
Professional Renewable Energy Certificate

McGill University   2005 — 2007
Master's in Economics (Financial Economics stream)

McGill University   2000 — 2003
Bachelor's in Finance

Marianopolis College   1998 — 2000
DEC, Pure and Applied Science

Randy Jasper Randy Jasper Calgary, Canada Area Details
Randy Jasper's TD Waterhouse Experience 2010 - Present
Job TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse   2010 - Present
First Calgary Savings  1999 - 2008

Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, Banking, Investment Advisory, Credit, Retail Banking, Strategic Financial..., Investment Strategies, Loans, Credit Analysis, Equities, Mortgage Lending, Commercial Banking, Fixed Income, Financial Risk, Credit Risk, Retirement Planning

Education
Grant Macewan College
Management

Salim Ben Mansour Salim Ben Mansour Toronto, Canada Area Details
Salim Ben Mansour's TD Waterhouse Experience January 2006 - August 2008
Job Research Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets  March 2012 - Present
Haywood Securities  October 2010 - March 2012
CIBC World Markets  May 2009 - August 2009
TD Waterhouse   January 2006 - August 2008

Skills
Financial Analysis, Investments, Real Estate, Financial Markets, Securities, Finance, Banking

Education
University of Toronto - Rotman School of Management   2008 — 2010
MBA, Finance

McGill University   2000 — 2003
B.Comm, Finance

College Stanislas   1997 — 2000

Eli Alipui Eli Alipui Toronto, Canada Area Details
Eli Alipui's TD Waterhouse Experience November 2013 - Present
Job Financial Planning Associate at TD Waterhouse
Industry Banking
Experience
TD Waterhouse   November 2013 - Present
TD Bank Financial Group  December 2009 - Present
TD Bank Financial Group  October 2009 - December 2009
TD Bank Financial Group  September 2006 - September 2009
PUROLATOR  March 2006 - August 2006
DESJARDINS SECURITIES  October 2005 - February 2006

Skills
Financial Analysis, Risk Management, Banking

Education
WALL STREET PREP
Certification, Financial and Valuation Modeling

Canadian Securities Institute
Canadian Securities Course, Finance, General

CANADIAN SECURITIES INSTITUTE
Specialist Trust Institute, Mortgages

HEC Montréal
Graduate Diploma, Business Administration and Management, General

UNIVERSITÉ DE MONTRÉAL
Bachelor, Economics and Mathematics

Cheryl Hodgkiss, CAMS Cheryl Hodgkiss, CAMS Toronto, Canada Area Details
Cheryl Hodgkiss, CAMS's TD Waterhouse Experience December 1999 - April 2004
Job Program Director at TD
Industry Banking
Experience
TD  February 2014 - Present
TD Bank Group  December 2011 - January 2014
TD  April 2011 - December 2011
TD  June 2009 - April 2011
RBC Dominion Securities  September 2005 - June 2009
IIROC (Investment Industry Regulatory Organization of Canada)   April 2004 - September 2005
TD Waterhouse   December 1999 - April 2004

Skills
Economic Sanctions, Trading, Investments, Anti-corruption, Anti Money Laundering, Compliance, Securities, AML, KYC, Mutual Funds, Wealth Management, Banking, Retail Banking, Financial Risk, Financial Services

Education
ACAMS   2012 — 2012
Certified Anti Money Laundering Specialist

Canadian Securities Institute   1999 — 2010
Investments and Securities

George Brown College   1998 — 2000
Financial Planning

Albert Schledermann Albert Schledermann Toronto, Canada Area Details
Albert Schledermann's TD Waterhouse Experience January 2009 - May 2009
Job Second Level Technical Support Analyst at SHOP.CA
Industry Entertainment
Experience
SHOP.CA  March 2015 - Present
SHOP.CA  April 2014 - March 2015
Sirius XM Canada Inc.  February 2014 - May 2014
Kobo Inc.  April 2011 - August 2012
Kobo Inc  August 2010 - April 2011
TD Bank  January 2010 - August 2010
Aon Hewitt  August 2009 - January 2010
TD Waterhouse   January 2009 - May 2009

Skills
Call Centers, Training, Customer Service, Technical Support, Microsoft Excel, Troubleshooting, Sales, Teamwork, Customer Experience, Customer Satisfaction, Team Leadership, Banking, Vendor Management, Employee Benefits, CRM, Telecommunications

Education
Humber College   2012 — 2014
Radio broadcasting diploma, Radio Broadcasting

Scott M. Barry Scott M. Barry West Palm Beach, Florida Area Details
Scott M. Barry's TD Waterhouse Experience 2000 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Needham & Co.   2004 - Present
Bank of New York  2001 - 2004
TD Waterhouse   2000 - 2001

Skills
Series 7, Series 55, Series 63, Reuters, Lava, Brass

Education
Hamilton College   1996 — 2000
Bachelor of Arts (BA), Economics

Nichols School   1992 — 1996

Patricia Miley Patricia Miley Bronxville, New York Details
Patricia Miley's TD Waterhouse Experience June 2003 - August 2004
Job Regulatory Principal at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  August 2004 - Present
TD Waterhouse   June 2003 - August 2004
Accenture  November 1999 - June 2003
Bear, Stearns and Co., Inc.   May 1998 - June 1999

Skills
Global Regulatory..., Financial Reporting, Financial Analysis, FINRA, Finance, Management, SEC, Analysis, Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Regulations

Education
St. John's University   1996 — 1998
Master of Business Administration (MBA), International Finance

Manhattan College   1992 — 1996
Bachelor of Science (BS), Accounting

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