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
Jaye R. Walter CFP, CIM, FMA, FCSI Jaye R. Walter CFP, CIM, FMA, FCSI Edmonton, Canada Area Details
Jaye R. Walter CFP, CIM, FMA, FCSI's TD Waterhouse Experience 2000 - 2003
Job Financial Planner at National Bank of Canada
Industry Investment Management
Experience
National Bank of Canada  April 2012 - Present
Wildrose Party   January 2015 - May 2015
Wildrose Party   May 2014 - January 2015
Wildrose Alliance Party   April 2011 - April 2014
Various Firms  October 2003 - March 2012
TD Waterhouse   2000 - 2003

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investment Management, Investment Strategies, Mutual Funds, Sales Management, Relationship Development, Team Leadership, Team Building, Financial Planning, Financial Analysis, Tax, Fundraising, Pensions, Asset Allocation, New Business Development, Relationship Management, Financial Goals, Certified Financial..., Public Speaking, Leadership, Portfolio Management, Hedge Funds, Canadian Securities..., Stock Trading, Securities, Bonds, Equities, Politics, Coaching Staff, Finance, Investment Advisory, Financial Planners, Investments, Wealth Management..., Financial Advisory, Estate Planning, Asset Management

Education
CSI Global Education
Chartered Investment Manager

CSI Global Education   2007 — 2008
Canadian Investment Manager Program

Financial Planning Standards Council
Certified Financial Planner

CSI Global Education
Financial Management Advisor Program

CSI Global Education
Fellow of the CSI Program

Northern Alberta Institute of Technology   1998 — 2000
Finance

Kathleen Finnin Fratangeli Kathleen Finnin Fratangeli Pittsburgh, Pennsylvania Details
Kathleen Finnin Fratangeli's TD Waterhouse Experience October 2003 - January 2005
Job VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab  March 2014 - Present
Charles Schwab  May 2011 - March 2014
Charles Schwab  November 2008 - November 2010
JPMorgan Private Client Services  March 2005 - November 2008
TD Waterhouse   October 2003 - January 2005
Charles Schwab  October 1999 - February 2002
Banc One Securities (JPMorgan Asset Management)   August 1997 - October 1999
Principal Financial Group  May 1995 - March 1996

Education
Robert Morris University
BSBA, Organizational Leadership

Western Beaver High School

Nishat Kanji Nishat Kanji Calgary, Canada Area Details
Nishat Kanji's TD Waterhouse Experience June 2005 - July 2008
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities  February 2013 - Present
Tervita  January 2012 - September 2012
TD Waterhouse Private Investment Counsel   July 2008 - January 2012
TD Waterhouse   June 2005 - July 2008
TD Waterhouse   July 1998 - June 2005

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Time Management, Project Management, Customer Service, Project Coordination, Analysis, Event Planning, Coordinating Events, Travel Planning, Stock Trading, Financial Markets, Investments, Finance, Accounting, Process Improvement, Software Documentation, Training, Human Resources, Management, Strategic Financial..., CRM, Mutual Funds, Teamwork, Marketing, Banking, Wealth Management, Financial Planning

Education
Canadian Securities Institute   1998 — 2015

Northern Alberta Institute of Technology   1993 — 1997
Business Administration, Accounting, Finance

Ross Sheppard High School   1990 — 1993

Constantin Tanurkov Constantin Tanurkov Toronto, Canada Area Details
Constantin Tanurkov's TD Waterhouse Experience September 2010 - January 2011
Job Senior Developer / Application Architect at CPP Investment Board
Industry Financial Services
Experience
CPP Investment Board  June 2012 - Present
Planovators   November 2008 - Present
BMO Nesbitt Burns  February 2011 - May 2012
TD Waterhouse   September 2010 - January 2011
RBC Capital Markets  November 2009 - September 2010
RBC Capital Markets  May 2007 - October 2008
MTO  January 2007 - March 2007
CGI  October 2006 - January 2007
CIBC  May 2006 - October 2006
eFocusWorks Inc   May 2005 - May 2006

Skills
Java, Java Enterprise Edition, Web Development, JSF, Wealth Management, jQuery, jQuery Mobile, GWT, Personal Financial..., Web Services, Capital Markets, Integration, Web Technologies, Databases, SQL, Spring, Websphere, SDLC, Testing, Agile Methodologies, Weblogic, Software Development, REST, Trading Systems, Hibernate, Sybase, Enterprise Architecture, JMS, WebSphere

Education
Canadian Securities Course   2007 — 2007

Sun Certified Architect   2005 — 2005

Sun Certified Programmer   2003 — 2003

Plovdivski universitet 'Paisii Hilendarski'   1995 — 2000
Masters

George Lin George Lin Vancouver, Canada Area Details
George Lin's TD Waterhouse Experience June 2009 - July 2009
Job Corporate Banking Analyst at HSBC
Industry Banking
Experience
HSBC  August 2015 - Present
HSBC  July 2013 - July 2015
Hootsuite Media Inc.  October 2012 - April 2013
Queen's School of Business  January 2012 - April 2012
Saatchi & Saatchi  July 2011 - August 2011
TD Waterhouse   June 2009 - July 2009
City of Burnaby  September 2007 - June 2008

Education
Queen's University   2008 — 2012
Honours Bachelor of Commerce (B.Com.), Accounting and International Business

ESSEC Business School   2011 — 2011
Bachelor of Business Administration (BBA), EPSCI

Kevin Mulvehill Kevin Mulvehill Greater Boston Area Details
Kevin Mulvehill's TD Waterhouse Experience June 1995 - September 2002
Job Regional Wholesaler at Annuity Marketing Services
Industry Financial Services
Experience
Annuity Marketing Services   January 2015 - Present
M3 Financial  November 2013 - November 2014
Genworth Financial  January 2013 - August 2013
Midwood Financial   August 2010 - December 2012
MetLife  January 2010 - August 2010
Genworth Financial  October 2002 - July 2009
TD Waterhouse   June 1995 - September 2002

Skills
Sales Management, Sales Presentations, Hold Series 7, Life Insurance, Long Term Care Insurance, Annuity Sales, Financial Services, Wholesale, Territory..., Insurance, Derivatives, Relationship Management, CLTC, Structured Products, Series 63, Mutual Funds, Fixed Annuities, Retirement, Investments, Financial Advisory, Variable Annuities, Retirement Planning

Education
Providence College   1991 — 1995
Bachelor of Arts (B.A.), History

Fairfield Preparatory School   1987 — 1991

Joy Payne, CPA, Author Joy Payne, CPA, Author Greater New York City Area Details
Joy Payne, CPA, Author's TD Waterhouse Experience November 2000 - April 2006
Job Founder & CEO at Hearts of Fire Ministry House of Refuge Inc & Hearts Ablaze Ministry LLC
Industry Religious Institutions
Experience
Hearts Ablaze Ministry LLC   April 2010 - Present
Hearts of Fire Ministry - House of Refuge Inc   January 2009 - Present
Citigroup  April 2006 - December 2008
TD Waterhouse   November 2000 - April 2006
DTCC  April 1987 - November 2000
JPMorgan Chase  August 1986 - April 1987
Merrill Lynch  August 1983 - August 1986
Christ the King High School  September 1981 - July 1983
St Joseph's High School  September 1980 - July 1981
Goed Fortuin School   September 1973 - July 1977

Skills
CISA, IT Audit, Risk Management, Information Security, Risk Assessment, Information Security..., Financial Risk, Business Continuity, Enterprise Risk..., Vendor Management, Governance, Information Technology, Strategic Planning, Internal Audit, Disaster Recovery, Leadership Development, Security, Executive Management, Leadership, Program Management, Auditing, Organizational..., Business Process..., Training, Management Consulting, Management, Small Business, Public Speaking, Teaching

Education
Pace University - Lubin School of Business   1985 — 1990
BBA, Accounting & Taxation

Lillian Dewar Teachers' College   1977 — 1980
Cerification/High School Teaching, English & Spanish

Jeff Sundell Jeff Sundell Edmonton, Canada Area Details
Jeff Sundell's TD Waterhouse Experience July 2006 - October 2007
Job Sales at ProTech valve sales inc.
Industry Oil & Energy
Experience
Pro-Tech valve sales inc.   November 2007 - Present
TD Waterhouse   July 2006 - October 2007

Skills
Supply Chain, Customer Service, Sales, Procurement, Petroleum, Microsoft Office, Supply Chain Management, Gas, Microsoft Excel, Oil/Gas, Contract Management, Oil & Gas, Project Management, Negotiation, Contract Negotiation, Operations Management

Education
NAIT
Finance

Brian Roney Brian Roney Novi, Michigan Details
Brian Roney's TD Waterhouse Experience September 2000 - May 2003
Job Finance Manager FP&A at Cooper Standard
Industry Automotive
Experience
Cooper Standard  December 2014 - Present
Arrow Electronics  July 2014 - December 2014
Arrow Electronics  January 2013 - July 2014
Resources Global Professionals  March 2011 - December 2012
GMAC Financial Services  December 2007 - October 2009
Ford Motor Company  August 2006 - December 2007
International Truck and Engine Corporation  August 2005 - August 2006
Pacific Life Insurance Company  May 2004 - August 2004
TD Waterhouse   September 2000 - May 2003

Skills
Financial Modeling, Capital Markets, Derivatives, Financial Reporting, Variance Analysis, Mergers & Acquisitions, Financial Analysis, Strategic Financial..., Finance, Corporate Finance, Risk Management, Accounting, Due Diligence, Forecasting, Analysis, Financial Planning

Education
Michigan State University - The Eli Broad College of Business   2003 — 2005
Master of Business Administration, Finance and Corporate Accounting

Michigan State University, The Eli Broad College of Business   1992 — 1997
Bachelor of Arts, Marketing

Derek Theobalds, MFin Derek Theobalds, MFin Toronto, Canada Area Details
Derek Theobalds, MFin's TD Waterhouse Experience May 2008 - September 2008
Job Director, Investor Relations at Manulife Financial
Industry Financial Services
Experience
Manulife Financial  January 2015 - Present
Manulife Financial  August 2013 - January 2015
Canaccord Genuity Inc.  May 2011 - June 2013
Canaccord Genuity Inc.  September 2009 - May 2011
Osler Bluff Ski Club  2004 - 2011
TD Institutional Services   September 2008 - September 2009
TD Waterhouse   May 2008 - September 2008

Skills
Equity Trading, Bloomberg, Capital Markets, Valuation, Securities, Derivatives, Financial Modeling, Corporate Finance, Equities, Banking, Equity Derivatives, Mutual Funds, Hedge Funds, Equity Research, Fixed Income, Trading, Investment Banking, Financial Markets, Investments, Equity Valuation, Trading Systems, Portfolio Management, Asset Management, Alternative Investments, Emerging Markets, Strategy, Business Development, Strategic Planning, Leadership, Financial Analysis

Education
Queen's University   2012 — 2013
Masters of Finance, Queen's School of Business

The University of Western Ontario   2003 — 2007
Bachelor of Management & Organizational Studies

Prathima Swamy Prathima Swamy Greater Atlanta Area Details
Prathima Swamy's TD Waterhouse Experience 2004 - 2005
Job User Experience Designer at Ultimate Software
Industry Computer Software
Experience
Ultimate Software  April 2011 - Present
Rare Medium Atlanta  March 2011 - April 2011
Stone UX   August 2010 - October 2010
AT&T Mobility  March 2010 - April 2010
ADP Employease  May 2007 - April 2010
Vanguard  October 2006 - April 2007
Merck & Co,. Inc   June 2005 - September 2006
TD Waterhouse   2004 - 2005
Satyam Computer services Limited  August 2002 - April 2004
Globarena Technologies Pvt. Ltd.   February 2002 - August 2002

Skills
User Experience, Web Design, User Interface Design, Usability Testing, Usability, Interaction Design, Wireframes, Photoshop, Balsamiq, OmniGraffle, Illustrator, Mobile Design, Persona, Competitive Analysis, User-centered Design, Web Development, User Interface, User Research

Education
Osmania University
Bachelors, Applied Arts & Visual Design

Andrew Yuen Andrew Yuen Greater New York City Area Details
Andrew Yuen's TD Waterhouse Experience 2003 - 2004
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS  2005 - Present
Credit Suisse First Boston  2004 - 2005
TD Waterhouse   2003 - 2004
Barclays Bank  1993 - 2002

Skills
Investments, Bonds, Financial Markets, Equity Trading, Asset Management, Trading, Hedge Funds, Banking, Investment Strategies, Mergers & Acquisitions, Foreign Exchange, Private Equity, Equities, Portfolio Management

Education
Metropolitan College of New York   1996 — 1998
BA, Business Management

University at Albany, SUNY
Undergraduate Studies

Bernadette Anthonipillai Bernadette Anthonipillai Toronto, Canada Area Details
Bernadette Anthonipillai's TD Waterhouse Experience May 2006 - July 2011
Job Team Lead at Mortgage Alliance R&R Mortgages
Industry Banking
Experience
Mortgage Alliance R&R Mortgages   January 2014 - Present
TD Bank Group  September 2011 - November 2013
TD Waterhouse   May 2006 - July 2011

Skills
Mortgage Lending, Residential Mortgages, Credit, Commercial Mortgages, Consumer Lending, Loans, Refinance, Debt Consolidation, Banking, Investments, First Time Home Buyers, Construction Loans, Home Equity Lines of..., Credit Analysis, Lines Of Credit, Retail Banking, Commercial Lending

Education
Queen's University

Ben Harrison Ben Harrison Greater New York City Area Details
Ben Harrison's TD Waterhouse Experience August 1998 - March 2003
Job Head of Business Development & Relationship Management at Pershing Advisor Solutions LLC, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon Company  July 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company  October 2006 - June 2011
TD Ameritrade  March 2003 - September 2006
TD Waterhouse   August 1998 - March 2003

Skills
Asset Management, Wealth Management, Mutual Funds, Financial Services, Alternative Investments, Series 7, Investments, Portfolio Management, Securities, Equities

Education
Ohio Wesleyan University   1994 — 1998
BA, Economics Management

Woodstock Academy   1990 — 1994

Patricia McQuillan, MBA Patricia McQuillan, MBA Toronto, Canada Area Details
Patricia McQuillan, MBA's TD Waterhouse Experience January 1996 - December 1997
Job President & Founder, Brand Matters Inc.
Industry Marketing and Advertising
Experience
Brand Matters Inc.   May 2000 - Present
RBC  January 1998 - December 1999
TD Waterhouse   January 1996 - December 1997
Kraft Foods Group  1990 - 1996

Skills
Brand Development, Market research, Strategic Planning, Board of Director..., Marketing Communications, Digital Marketing, Integrated Marketing, Social Media Marketing, Advertising, Brand Management, Business Strategy, Entrepreneurship, Marketing, Strategic Partnerships, Market Research, Board of Directors, Leadership, CRM, Strategy, Marketing Research, Brand Architecture, B2B Marketing, B2B, Direct Marketing, Online Marketing, Marketing Strategy

Education
Queen's University   1986 — 1988
MBA, Marketing and Finance

Queen's University   1980 — 1984
Bachelor Arts (Honours), Economics

Matthew Gerstmayr Matthew Gerstmayr Greater Denver Area Details
Matthew Gerstmayr's TD Waterhouse Experience 2003 - 2004
Job Assistant Manager at EMPOWER Retirement
Industry Financial Services
Experience
Keller Williams Realty, Inc.   2013 - 2014
TIAA-CREF  2010 - 2013
TIAA-CREF  2009 - 2010
Fidelity Investments  2006 - 2008
Citibank  2005 - 2006
Associated Business Equipment   2004 - 2005
TD Waterhouse   2003 - 2004
Charles Schwab  1993 - 2003

Skills
Investments, Leadership, Series 7, Mutual Funds, Management, Series 63, Investment Advisory, Wealth Management, Strategic Planning, Banking, Sales Management, Sales, Asset Management, Retirement Planning, Asset Allocation, Financial Services, Securities, FINRA, Estate Planning, Portfolio Management, Investment Strategies, Uniform Combined State..., Alternative Investments, Risk Management, Finance, Financial Planning, Equities, Relationship Management

Education
North Park University   1984 — 1989
BA, Finance/Business Administration

Saint Patrick High School   1978 — 1982

Fenella Au Fenella Au Edmonton, Canada Area Details
Fenella Au's TD Waterhouse Experience December 2007 - September 2012
Job Financial Advisor
Industry Financial Services
Experience
TD Canada Trust  September 2012 - Present
TD Waterhouse   December 2007 - September 2012
TD Waterhouse Investor Services  March 2004 - November 2007
TD Waterhouse Investor Services  September 2000 - March 2004

Skills
Coaching, Presentations, Customer Service, People Management, People Development, Mutual Funds, Management, Securities, Investments, Banking, Fixed Income, Bonds, Options, Wealth Management, Equity Trading, Credit Risk, Equities, Financial Markets, Foreign Exchange, Investment Strategies, FX Options, Options Strategies, Finance, Trading, Bloomberg, Portfolio Management

Education
Northern Alberta Institute of Technology   1998 — 2000
Finance

Jeff Dowling Jeff Dowling Duxbury, Massachusetts Details
Jeff Dowling's TD Waterhouse Experience February 1986 - August 2002
Job COO
Industry Management Consulting
Experience
Synchrony Innovations   2013 - February 2014
Enquiron  February 2011 - December 2012
Broadreach Ventures, Inc.   January 2004 - February 2011
ADP  January 2008 - July 2009
Personal Sabbatical  August 2002 - December 2004
TD Waterhouse   February 1986 - August 2002
TD Waterhouse Europe   October 1998 - July 2002
TD Waterhouse UK   January 1997 - October 1998
TD Waterhouse   January 1986 - January 1997

Skills
Change Management, Call Center, Risk, P&L, Customer Experience, Operations Management, Vendor Management, Executive Management, Process Engineering, Process Improvement, Customer Relations, Business Strategy, Customer Service, Sales Management, Electronic Trading, Business Development, Income Statement, Training, Strategic Planning, Financial Risk, Sailing, Yachting, New Business Development, Call Centers, Account Management, Financial Services, Management, Cross-functional Team..., Start-ups, Management Consulting, SaaS, Sales Operations, Analysis, Enterprise Software, Product Marketing, Sales, Human Resources, CRM, Strategy, Team Management, P&L Management, Budgets, Professional Services, Integration, Product Development, Relationship Management, Leadership, Finance

Education
Muhlenberg College   1980 — 1984
AB, Psychology/Business

Alan MacDonald Alan MacDonald Ottawa, Canada Area Details
Alan MacDonald's TD Waterhouse Experience April 2002 - March 2007
Job I help entrepreneurs and executives make smart decisions about money.
Industry Financial Services
Experience
Richardson GMP Limited  March 2007 - Present
copperjar system   June 2005 - Present
Richardson GMP Limited  March 2007 - January 2009
TD Waterhouse   April 2002 - March 2007

Skills
Investments, Insurance, Planning, Entrepreneur, Wealth Management, Portfolio Management, Private Wealth..., Wealth Preservation, Wealth Preservation..., Retirement Income..., Wealth, Investment Advisory, Finance, Leadership, Estate Planning, Entrepreneurship, High Net Worth..., Wealth Management..., Retirement, Strategy, Investment Strategies, CRM, Management, Retirement Planning, Project Planning, Personal Finance

Education
Institute of financial Analysts   1994 — 1997
CFA, Investments

Chartered Financial Planner   1984 — 1987
CFP, Financial Planning

Queen's University   1978 — 1982
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Brookfield high school   1973 — 1978

Domenic Di Paola Domenic Di Paola Toronto, Canada Area Details
Domenic Di Paola's TD Waterhouse Experience December 2011 - Present
Job Associate Vice President, Client Data Management
Industry Financial Services
Experience
TD Waterhouse   December 2011 - Present
TD Waterhouse Canada Inc.  March 2010 - December 2011
TD Waterhouse   February 2008 - March 2010
TD Canada Trust  December 1995 - February 2008

Skills
Operational Risk, Management, Change Management, Performance Management, Leadership, Banking, Financial Analysis, AML, Capital Markets, Finance, Mutual Funds, Wealth Management

Education
CSI Global Education Inc.   2012 — 2012
Partners, Directors and Senior Officers Course, Securities Regulation

Nipissing University   2008 — 2010
Bachelor of Commerce, Finance and Financial Management Services

Financial Planners Standard Council of Canada
Certified Financial Planner

The Canadian Securities Institute
Personal Financial Planner

York University   1988 — 1993
Bachelor of Arrts, Business/Corporate Communications

The Canadian Securities Institute
Canadian Securities Course

Maz Al-Samadi Maz Al-Samadi Toronto, Canada Area Details
Maz Al-Samadi's TD Waterhouse Experience October 2004 - December 2006
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Waterhouse Private Investment Advice  September 2012 - Present
TD Bank Group  November 2010 - September 2012
TD Bank  November 2009 - November 2010
TD Bank  December 2006 - November 2009
TD Waterhouse   October 2004 - December 2006

Skills
Wealth Management, Investments, Equities, Strategy, Strategic Financial..., Mutual Funds, Financial Services, Relationship Management, Investment Strategies, Trading Systems, Retirement Planning, Banking, Fixed Income, ETFs, Risk Management, Insurance

Education
McMaster University   1993 — 1997
B.Sc. (Hons)

Nelson High School

Cynthia Leonick Cynthia Leonick Mission Viejo, California Details
Cynthia Leonick's TD Waterhouse Experience 1998 - 2002
Job Vice President/ Risk PM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2013 - Present
Morgan Stanley Smith Barney  May 2009 - Present
Citibank  September 2002 - May 2009
TD Waterhouse   1998 - 2002

Skills
Financial Services, Risk Management, Portfolio Management, PMO, Project Portfolio..., Software Project..., IT Strategy, Program Management, Visio, Relationship Management, Requirements Analysis, Project Management, Wealth Management, Requirements Gathering, Process Improvement, Resource Management, Operational Risk..., SharePoint, SDLC, Trading Systems, Vendor Management, Business Analysis, PMP, Fixed Income, Equities

Education
Nassau Community College   1993 — 1996
Business Management, Marketing, Logic Design Theory

Lord Thomas Lord Thomas Greater Chicago Area Details
Lord Thomas's TD Waterhouse Experience January 1998 - January 2000
Job Construction Loan Specialist at Urban Partnership Bank
Industry Banking
Experience
Urban Partnership Bank  June 2014 - Present
Neighborhood Housing Services  February 2011 - March 2011
Chase Bank  November 2010 - February 2011
Salem Group/ Harris Bank   April 2010 - November 2010
Harris N.A.   August 2007 - November 2009
Harris Bank  August 2007 - November 2009
Chicago Title Insurance  January 2000 - January 2007
Chicago Title Insurance Company  2000 - 2007
TD Waterhouse   January 1998 - January 2000

Skills
Mortgage Lending, Accounting, Real Estate, Loans, Administration, Commercial Real Estate, Contract Negotiation, Due Diligence, Finance, Financial Risk, Foreclosures, Funding, Loan Servicing, Marketing, Microsoft Office, PowerPoint

Education
Roosevelt University   2002 — 2007
B.A., Computer Science

Jarvis Christian College   1987 — 1996

Roosevelt University
Bachelor of Arts, Computer Science

Mark Szpakowski Mark Szpakowski Greater New York City Area Details
Mark Szpakowski's TD Waterhouse Experience April 1998 - January 2006
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2014 - Present
Morgan Stanley Smith Barney  January 2010 - June 2014
Smith Barney - GWM - Citigroup   January 2008 - December 2009
Smith Barney Global Wealth Management   February 2007 - June 2009
TD Ameritrade  January 2006 - February 2007
TD Waterhouse   April 1998 - January 2006
IBM  June 1994 - April 1997

Skills
Management, SDLC, Project Management, Vendor Management, IT Strategy, Disaster Recovery, Business Analysis, Enterprise Architecture, Risk Management, Project Portfolio..., Market Data, Integration, Software Project..., IT Management, Program Management, Requirements Analysis, PMO, Process Improvement, Electronic Trading, Outsourcing, Project Delivery, Business Continuity, Trading Systems, Resource Management, Cross-functional Team..., Governance, Software Development, Portfolio Management, Solution Architecture, Derivatives, PMP, Quality Assurance, Team Building, Sybase, Agile Methodologies, IT Risk Management, Systems Engineering, Leadership, Team Leadership, Infrastructure, Virtualization

Education
New Jersey Institute of Technology
Electrical Engineering Technology

Daniel Seifring, Jr. Daniel Seifring, Jr. Williamstown, New Jersey Details
Daniel Seifring, Jr.'s TD Waterhouse Experience December 2004 - December 2005
Job Office Manager at Clark Associates Financial Planning
Industry Financial Services
Experience
Clark Associates Financial Planning   January 2006 - Present
TD Waterhouse   December 2004 - December 2005
Charles Schwab  April 2000 - December 2004
Coty  January 1993 - April 2000
Revlon  August 1988 - January 1993

Skills
401k, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Fixed Income, Wealth, Mutual Funds, Series 7, Finance, Equities, Financial Planners, Retirement, Asset Management, Securities, Pensions, Bonds, Wealth Management, Estate Planning, Series 63, ETFs, Insurance, Investment Strategies, Retirement Planning, Asset Allocation, Accounting, Investment Advisory, Analysis, Banking, Financial Services

Education
Rutgers, The State University of New Jersey-Camden   2001 — 2002
Degree not attained, Finance, General

Middlesex County College   1987 — 1998
AAS, Accounting

Rachelle Glasser Rachelle Glasser Greater New York City Area Details
Rachelle Glasser's TD Waterhouse Experience November 1999 - May 2003
Job Telecommunications Engineer at 1800 Flowers.com
Industry Telecommunications
Experience
1800 Flowers.com  Telecommunications Analyst II1-800-FLOWERS.COM2003 - Present
TD Waterhouse   November 1999 - May 2003
Jones Lang Wootton  1987 - 1999

Skills
Avaya, SIP, Virtualization, Call Centers, Disaster Recovery, Telephony, IP, Telecommunications, Cisco Technologies, Network Security, VoIP, Project Management, Troubleshooting, Data Center, ACD, Call Center, IVR, Vendor Management, ITIL, Contact Centers

Education
Flushing High School   1980 — 1984

Queensborough Community College

Dave McKinnon Dave McKinnon Greater San Diego Area Details
Dave McKinnon's TD Waterhouse Experience January 1998 - January 2001
Job Acupuncturist at Sustain Community Acupuncture
Industry Alternative Medicine
Experience
Sustain Community Acupuncture   October 2009 - Present
STATE KETTLEBELL/ CENTERLINE MARTIAL ARTS   January 2001 - Present
OPTIO NETWORKS   January 2003 - December 2008
NETSWORK INC  January 2001 - January 2002
TD Waterhouse   January 1998 - January 2001
D AIRBORNE   January 1994 - December 1998
Chu, PhD   January 1994 - January 1998

Skills
Pain Management, Holistic Health, Wellness, Acupuncture, Alternative Medicine, Healthcare, Treatment, Healing, Wellbeing, Stress Management, Stress, Sports Injuries, Chinese Herbal Medicine, Traditional Chinese...

Education
Pacific College of Oriental Medicine   2004 — 2008
Master of Science Traditional Oriental Medicine, Traditional Chinese Medicine and Chinese Herbology

Pacific College of Oriental Medicine   2004 — 2008
Master of Science, Oriental Medi

Pacific College of Oriental Medicine
MSTOM, Traditional Chinese Medicine and Chinese Herbology

San Diego Community College District
Associates Degree, Business Management

Bernie Siegel, PCC Bernie Siegel, PCC Greater New York City Area Details
Bernie Siegel, PCC's TD Waterhouse Experience September 1993 - November 2000
Job Leadership Development, Coach and Strategist
Industry Professional Training & Coaching
Experience
International Coach Federation Global Board-Vice Chair   January 2013 - Present
International Coach Federation-Global   January 2011 - December 2013
International Coach federation- NYC Chapter   January 2007 - December 2009
Penn Mutual  2002 - 2003
Yazaam   2001 - 2002
Financial Services  January 1976 - December 2001
TD Waterhouse   September 1993 - November 2000

Skills
Leadership Development, Public Speaking, Team Building, Coaching, Change Management, Executive Coaching, Leadership, Strategy, Career Counseling, Organizational..., Fundraising, Interviews, Talent Management, Management, New Business Development, Program Management, Training, Emotional Intelligence, Small Business, Strategic Planning, Personal Development, Entrepreneurship, Workshop Facilitation, Executive Development, Management Consulting

Education
Queens College   1973 — 1977
BS, Accounting and Economics

Dan B. Faraon Dan B. Faraon Greater New York City Area Details
Dan B. Faraon's TD Waterhouse Experience May 1998 - July 2005
Job UAT Analyst DTCC Euroclear Margin Transit Utility Operations Specialist ◊ Operations Trader ◊ Margin Risk Management
Industry Financial Services
Experience
National Asset Management  September 2012 - November 2013
Fidelity Institutional   November 2007 - January 2012
TD Waterhouse   May 1998 - July 2005

Skills
Risk Management, Securities, Series 7, Mutual Funds, Fixed Income, Bonds, Equities, Options, Relationship Management, Custody Services, ETFs, Day Trading, 529 Plans, Asset Allocation, IRAs, Regulatory Compliance, Margin, Agile Methodologies, AML, CIP, KYC, DTC, P&S, ACATS, FINRA, Branch Operation, Cashiering, New Account Management, Reorganization, Stock Loan, Transfer Agent, Project Management, Branch Liason, Lean Manufacturing, Tax Reporting, Six Sigma, Professional Selling..., Financial Services, Investments, Trading, Finance, Asset Management

Education
Pace University - Lubin School of Business
BBA, Finance

St. John's University
Associate's degree, Business Administration and Management, General

Arthur Bunyatov Arthur Bunyatov New York, New York Details
Arthur Bunyatov's TD Waterhouse Experience February 2005 - April 2006
Job Vice President, Strategic Sales at Ullink
Industry Information Technology and Services
Experience
Ullink  September 2012 - Present
Ullink  September 2006 - September 2012
TD Waterhouse   February 2005 - April 2006
Hold Brothers On-line Investment Services, LLC  March 2003 - February 2005
First Republic Group  June 2001 - October 2002

Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Equity Trading, Equities, Trading System, Trading, Exchange Connectivity, Options, Direct Market Access, High Frequency Trading, Financial Markets, Equity Derivatives, Sybase, Derivatives, Investment Banking, Market Risk, Middle Office, Interest Rate..., Securities, Fixed Income, Prime Brokerage, Bloomberg, Hedge Funds, Financial Services, FX Options, Back Office, Order Management, Capital Markets, Reference Data

Education
Polytechnic University

Brian Baker Brian Baker Orlando, Florida Area Details
Brian Baker's TD Waterhouse Experience 1998 - 2001
Job Vice President Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2014 - Present
Boys & Girls Clubs of Central Florida  2011 - Present
Charles Schwab  2001 - 2014
TD Waterhouse   1998 - 2001
US Army National Guard  1992 - 2000
Charles Schwab  1995 - 1998
Network 1 Financial Securities   1993 - 1995

Education
Palm Beach Atlantic University
B.S. Organization Management

Rollins College - Crummer Graduate School of Business
Master of Business Administration

Rollins College - Crummer Graduate School of Business
Six Sigma Green Belt

Brian Singh Brian Singh Greater New York City Area Details
Brian Singh's TD Waterhouse Experience August 1999 - August 2004
Job AVP at Bank of TokyoMitsubishi
Industry Information Services
Experience
MUFG Americas  July 2010 - Present
HORIZON BLUE CROSS BLUE SHIELD  January 2009 - November 2010
Expert Server Group  August 2008 - January 2009
INTERPUBLIC GROUP/GIS   August 2004 - August 2008
TD Waterhouse   August 1999 - August 2004
D'Arcy  December 1998 - August 1999
ENTEX  June 1997 - December 1998
TECHNOLOGY SERVICE SOLUTIONS  September 1995 - June 1997

Skills
VMware, A+ Certified, Disaster Recovery, Active Directory, VMware ESX, Virtualization, Vendor Management, IT Management, Citrix, Windows Server, Troubleshooting, Data Center, Cisco Technologies, ITIL, Servers, System Deployment

Education
New Jersey City University   1994 — 2004
Bachelor of Science (BSc), Computer Science

DEVRY TECHNICAL INSTITUTE   1995 — 1998
Diploma, Electronics Technician

Alyssa Krahn Alyssa Krahn Edmonton, Canada Area Details
Alyssa Krahn's TD Waterhouse Experience June 2010 - March 2014
Job Financial Planner at TD Wealth Management
Industry Banking
Experience
TD Wealth Management  March 2014 - Present
TD Waterhouse   June 2010 - March 2014
Royal Bank of Canada  April 2008 - June 2009

Skills
Financial Analysis, Loans, Microsoft Excel, Strategic Financial..., Retirement Planning, Customer Service, Wealth Management, Asset Managment, Investments, Credit, Mutual Funds, Banking, Portfolio Management, Accounting, Derivatives, Retail Banking, Securities, Commercial Banking, Leadership, Estate Planning, Asset Management, Bloomberg, Financial Planning

Education
Northern Alberta Institute of Technology   2006 — 2010
BBA, Finance

University of Saskatchewan   2005 — 2006
Arts & Sciences

Michelle Carrubba Michelle Carrubba Greater New York City Area Details
Michelle Carrubba's TD Waterhouse Experience June 2000 - July 2004
Job Director, HR Business Partner
Industry Financial Services
Experience
The Guardian Life Insurance Company of America  August 2011 - Present
The Guardian Life Insurance Company of America  March 2009 - July 2011
Moody's Investor Services  September 2007 - March 2009
J & W Seligman  January 2007 - September 2007
TD Waterhouse   June 2000 - July 2004
Massachusetts Casualty Insurance Company  June 1995 - May 1997

Skills
Talent Management, Employee Benefits, Succession Planning, Talent Acquisition, Performance Management, Employee Relations, Personnel Management, Onboarding

Education
Northeastern University   1990 — 1995
BS, Human Resources Management

Michael Bogan Michael Bogan Greater New York City Area Details
Michael Bogan's TD Waterhouse Experience April 2004 - April 2005
Job Financial Services Technology Executive
Industry Financial Services
Experience
Goldman Sachs  August 2015 - Present
BNY Convergex Group  April 2005 - August 2015
TD Waterhouse   April 2004 - April 2005
OMX Technology   September 2003 - April 2004
Blackwood Securities   2000 - 2003

Skills
Electronic Trading, Risk Management, Market Data, Trading Systems, Project Management, Business Analysis, Strategy, Product Management, Trading Strategies, Equities, Financial Markets, Equity Trading, Capital Markets, Trading, Options, Start-ups

Education
New York University
Bachelor of Science (BS)

Tracy Boyett Hock Tracy Boyett Hock Titusville, Florida Details
Tracy Boyett Hock's TD Waterhouse Experience April 2000 - June 2003
Job NASA Kennedy Space Center, Ground Systems Development & Operations Program Office
Industry Aviation & Aerospace
Experience
Self Employed & Freelancer  June 2012 - Present
NASA Kennedy Space Center (Retired)   July 2003 - May 2012
TD Waterhouse   April 2000 - June 2003
Heidelberg DE   March 1990 - January 1995

Skills
Office Management, Student Development, Program Management, Troubleshooting, Documentation, Contract Negotiation, Requirements Analysis, MS Project, Policy, Visio, Quality Assurance, Business Analysis, Business Development, Organizational..., Aerospace, Aircraft, Spacecraft, Process Improvement, Earned Value Management, Analysis, Integration, Project Planning, DoD, Microsoft Excel, Microsoft Project, Microsoft Word, Software Documentation, Technical Writing, Proposal Writing

Education
National Louis University
BA, Applied Behavioral Science

Jesse Greene Jesse Greene Greater New York City Area Details
Jesse Greene's TD Waterhouse Experience June 2002 - August 2003
Job Life Safety and Security Manager at Spartan Security Services
Industry Security and Investigations
Experience
Spartan Security Services  November 2007 - Present
Jp living   November 2006 - Present
AlliedBarton Security Services  January 2005 - December 2007
SOS Security Incorporated  May 2001 - November 2005
SOS Security Branch Office   November 2001 - March 2005
SOS Security Services   August 2003 - November 2003
TD Waterhouse   June 2002 - August 2003
Aventis Pharmaceuticals  November 2001 - May 2002
Continental Airlines  February 1998 - April 2002
Essex Count Dept. of Public Safety   October 1989 - February 2000

Skills
Security, Emergency Management, Crisis Management, Physical Security, Security Operations, Risk Assessment, Data Center, Corporate Security, Operations Management, Supervisory Skills, Access Control, Management, Training, Surveillance, CCTV, Executive Protection, Loss Prevention, First Aid, Private Investigations, Enforcement, Security Management, Public Safety, System Administration, Information Security, Security Training, Investigation, Personal Security, Criminal Justice, Interrogation, Criminal Investigations, Patrol, Security Awareness, Asset Protection, Alarm Systems, Firearms, Security+, Weapons, Crime Prevention, Fire Safety, Tactics, Counterterrorism, Internal Investigations, Police, Personal Protection, Homeland Security, Security Audits, AED, Workplace Violence, Emergency Services, Crowd Control

Education
New Jersey City University   2007 — 2009
Fire Safety, Fire Science

Union County College   1988 — 1990

Essex County Department of Public
Police Academy

Dawn Daughton Dawn Daughton Vancouver, Canada Area Details
Dawn Daughton's TD Waterhouse Experience February 1996 - February 1998
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  October 2010 - Present
Sun Life Financial  April 2010 - January 2011
BCSC Securities Policy Advisory Committee   2007 - 2010
Dawn Daughton Consulting   2008 - 2009
Assante Wealth Management  March 2005 - November 2008
belairdirect / ING Canada  February 2004 - March 2005
Berkshire Group  February 1998 - March 2003
TD Waterhouse   February 1996 - February 1998
CIBC Wood Gundy  February 1994 - February 1996

Skills
Retirement, Wealth Management, Financial Services, Strategic Financial..., Small Business, Securities, Risk Management, Investments, Disability Insurance, Retirement Planning, Estate Planning, Insurance, Employee Benefits, Critical Illness, Asset Management, Recruiting, Financial Planners, Investment Advisory, Management, Mutual Funds, Portfolio Management, Fixed Annuities, Succession Planning, Business Development, Investment Strategies, Long-term Care, Mortgage Lending, Finance, Wealth, Health Insurance, Equities, Life Insurance, Financial Planning

Education
McMaster University   1990 — 1993
B.A., Psychology

Givara Gaballa Givara Gaballa Greater New York City Area Details
Givara Gaballa's TD Waterhouse Experience July 2000 - November 2002
Job Manager Network & Telecommunications at Healthfirst
Industry Information Technology and Services
Experience
Healthfirst  February 2012 - Present
Global Technology Advisors, LLC   January 2009 - Present
ShoreGroup  October 2007 - May 2009
United Nations (UNICEF)   July 2003 - October 2007
Cardinal Data Systems   January 2003 - July 2003
TD Waterhouse   July 2000 - November 2002
IDT  July 1996 - July 2000
Various Companies  September 1993 - July 1996

Skills
IT Management, Leadership, Budgets, Enterprise Architecture, Data Center, Vendor Management, Unix, Information Technology, VoIP, Project Management, Networking, Integration, IT Strategy, SDLC, Virtualization, Security, Business Analysis, Disaster Recovery, Program Management, Telecommunications, ITIL, VMware, Linux, Network Architecture, Software Development, Cisco Technologies, IT Service Management, Network Security, Risk Management, Cloud Computing, Strategic Negotiations, Management, Team Management, Communication Skills, Strategic Planning, Team Leadership, Strategic Leadership, Technical Leadership, Leadership Development, IT Solutions, Critical Thinking, Negotiation

Education
New York Institute of Technology   2006 — 2008
MBA, Global Management

New Jersey Institute of Technology   1992 — 1999
BS, Computer Engineering

Douglas Rozman Douglas Rozman Greater New York City Area Details
Douglas Rozman's TD Waterhouse Experience 2002 - 2006
Job SVP, Head of Communications, HSBC Bank USA
Industry Public Relations and Communications
Experience
HSBC  July 2014 - Present
New York University  December 2011 - Present
BNY Mellon  May 2011 - June 2014
Communivation Consulting   2009 - May 2011
CIT  2006 - 2008
TD Waterhouse   2002 - 2006
DaimlerChrysler Services AG   1999 - 2002
MasterCard  1997 - 1999
Mercedes-Benz Credit Corporation  1992 - 1997
Pitney Bowes  1990 - 1992

Skills
Dynamic Leader, Innovator, Change Agent, Corporate Communications, Strategic Communications, Reputation Management, Stakeholder Engagement, Thought Leadership, Public Relations, Internal Communications, Crisis Communications, Integrated Marketing, Marketing Communications, Leadership, Media Relations, Editing, Product Launch, Strategic Planning, Press Releases, Management, Spokesperson, Strategic Partnerships, Public Affairs, Strategy, Communication Training, Speech Writing, Newsletters, Publicity, Event Management, Marketing, Community Development, Digital Marketing

Education
The University of Connecticut
BA, Communications

New York University
Certificate, Public Relations

Douglas Zhang Douglas Zhang Toronto, Canada Area Details
Douglas Zhang's TD Waterhouse Experience January 2014 - February 2015
Job Risk Analyst at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management, Credit & Market Risk   March 2015 - Present
TD Waterhouse   January 2014 - February 2015
TD Waterhouse   February 2013 - December 2013

Skills
Risk Management, Investments, Microsoft Excel, Financial Analysis, Portfolio Management

Education
Queen's University   2015 — 2016
Master’s Degree, Finance

York University
B.A (Hons.), Actuarial Science

Todd Lukens Todd Lukens Greater Atlanta Area Details
Todd Lukens's TD Waterhouse Experience April 2004 - December 2004
Job SVP CISO at Global Payments
Industry Computer & Network Security
Experience
Global Payments  2015 - Present
Cigital  2012 - 2015
PricewaterhouseCoopers  September 2010 - October 2012
Dow Jones  May 2006 - July 2010
Dow Jones  December 2004 - May 2006
TD Waterhouse   April 2004 - December 2004
PricewaterhouseCoopers  May 2003 - April 2004
Anadarko Petroleum  June 2002 - May 2003
Stillwater National Bank  August 1999 - May 2002

Skills
Security, PCI DSS, Network Security, CISSP, IT Audit, Information Security, ITIL, Information Security..., Disaster Recovery, Business Continuity, Penetration Testing, Data Security, Governance, Information Technology, Risk Management, Firewalls, Computer Security, Risk Assessment, ISO 27001, Vulnerability Management, SDLC, Sarbanes-Oxley Act, Application Security

Education
Oklahoma State University
Masters of Science, Telecommunication Management

Oklahoma State University
Bachelor of Science, Business Administration, Management Information Systems (MIS)

Vivian(Mengyao) Wang Vivian(Mengyao) Wang Toronto, Canada Area Details
Vivian(Mengyao) Wang's TD Waterhouse Experience August 2013 - April 2014
Job Estate & Trust Settlement Officer at TD Waterhouse
Industry Financial Services
Experience
Scotiabank  October 2014 - Present
Scotiabank  October 2014 - Present
TD Waterhouse   August 2013 - April 2014
EatTo Technology Inc.   March 2013 - July 2013
Guihongda Limited Corpartion   September 2009 - December 2009
China Construction Bank  August 2009 - September 2009
Ju Xing Tai Gold investment Company   May 2008 - August 2008

Skills
•Strong analytical and..., Strong understanding..., Microsoft Excel, MS Excel Pivot Tables, Vlookup, Matlab, SQL, Analysis, CRM, Derivatives, Investments

Education
Queen's University   2014 — 2015
Master's Degree, Master of Finance

University of Waterloo   2008 — 2012
Bachelor's degree, Math, Financial Analysis and Risk Management

Tamara McKenzie, CFP Tamara McKenzie, CFP Toronto, Canada Area Details
Tamara McKenzie, CFP's TD Waterhouse Experience 2004 - Present
Job Senior Financial Planner at TD Weath
Industry Investment Management
Experience
TD Waterhouse   2004 - Present

Skills
Wealth, Wealth Management..., Canadian Securities..., Retirement, Asset Managment, Personal Financial..., Estate Planning, Wealth Management, Finance, Banking, Asset Management

Education
Queen's University
Bachelor's degree, Economics

Rodney McPherson, CIM, CFP, FCSI Rodney McPherson, CIM, CFP, FCSI Toronto, Canada Area Details
Rodney McPherson, CIM, CFP, FCSI's TD Waterhouse Experience 2006 - Present
Job Financial Planner at TD Waterhouse
Industry Banking
Experience
TD Waterhouse   2006 - Present
TD Bank Group  2002 - 2006

Skills
Financial Advisory, Wealth Management, Retirement Planning, Finance, Strategic Financial..., Certified Financial..., Mutual Funds, Investment Advisory, Investment Strategies, Wealth, Wealth Management..., Financial Planning

Education
University of Toronto   1998 — 2005
BA, Economics

Nova Scotia College of Art and Design   1991 — 1993
Art and Design

Robert Arndt,CFP,FMA Robert Arndt,CFP,FMA Winnipeg, Canada Area Details
Robert Arndt,CFP,FMA's TD Waterhouse Experience May 2004 - October 2010
Job Investment Advisor at Harbourfront Wealth Management Inc.
Industry Financial Services
Experience
Harbourfront Wealth Management Inc.   October 2014 - Present
National Bank Financial Wealth Management  October 2010 - January 2013
TD Waterhouse   May 2004 - October 2010

Skills
Investments, Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Financial Advisory, Alternative Investments, ETFs, Financial Planning, Asset Allocation, Estate Planning, Asset Managment, Portfolio Management, Securities

Education
University of Manitoba   1992 — 1996

Red River College   1982 — 1983
Telecommunications

River East Collegiate   1975 — 1977
High School

Philip W Hotchkiss Philip W Hotchkiss Phoenix, Arizona Area Details
Philip W Hotchkiss's TD Waterhouse Experience 2003 - 2005
Job Senior Wealth Strategist at TrustBank
Industry Financial Services
Experience
TrustBank  February 2013 - Present
Independent Planner and Insurance Producer   March 2008 - February 2013
Northern Trust  April 2007 - March 2008
Harris Private Bank  May 2005 - April 2007
TD Waterhouse   2003 - 2005
Charles Schwab & Co., Inc.   1991 - 2003

Skills
Strategic Financial..., Small Business, Wealth Management, Financial Services, Management, Investments, Retirement Planning, Estate Planning, Mutual Funds, Financial Planners, Portfolio Management, Loans, Business Planning, Finance, Financial Advisory, Investment Advisory, Financial Planning

Education
Menlo College   1981 — 1985
BS Business Administration and Accounting

Joe Wilczynski Joe Wilczynski Chicago, Illinois Details
Joe Wilczynski's TD Waterhouse Experience 1999 - 2005
Job Client Solutions Manager at Solovis
Industry Financial Services
Experience
Solovis, LLC   July 2015 - Present
Eze Software Group/RealTick   February 2013 - September 2014
RealTick/ConvergEx   January 2012 - February 2013
RealTick/Barclays Capital Markets   November 2010 - December 2011
Townsend Analytics/Lehman Brothers (RealTick)   September 2005 - September 2011
TD Waterhouse   1999 - 2005

Skills
Electronic Trading, Trading Systems, Options, Market Data, Equities, Trading, Series 7, Product Development, Equity Trading, Derivatives, Investments, Low Latency, Fixed Income, Hedge Funds, Financial Markets, Securities, Contract Negotiation, Sales, Financial Services, Bloomberg, Capital Markets, Management, FX Options, Mutual Funds, Equity Derivatives, Leadership, FINRA, Business Development, Portfolio Management, Business Analysis, ETFs, Bonds, Enterprise Software, Relationship Management, Back Office

Education
Northeastern Illinois University   2015 — 2017
Bachelor’s Degree, Finance, General

Moraine Valley Community College   1991 — 1994
Business Administration and Management, General

Kate Nichol Kate Nichol San Francisco, California Details
Kate Nichol's TD Waterhouse Experience May 2008 - August 2008
Job Customer Success Manager at Optimizely
Industry Computer Software
Experience
Optimizely  July 2015 - Present
S&P Capital IQ  January 2011 - July 2015
Standard & Poor's   December 2009 - January 2011
TD Waterhouse   May 2008 - August 2008
TD Waterhouse   May 2007 - August 2007
Norfolk County Council   May 2006 - August 2006

Skills
Credit, Financial Services, Financial Modeling, Valuation, Financial Risk, Capital Markets, Sales, Wealth Management, Strategic Planning, Equities, Financial Analysis

Education
Queen's University   2005 — 2009
BCOMM, Commerce

University of Mannheim   2007 — 2007
Businesss, Law

Su Sunner Su Sunner Toronto, Canada Area Details
Su Sunner's TD Waterhouse Experience July 2006 - September 2009
Job Project Manager Operational Readiness at Ontario Teachers' Pension Plan
Industry Investment Management
Experience
Ontario Teachers' Pension Plan  May 2015 - Present
Ontario Teachers' Pension Plan  April 2011 - May 2015
Healthcare of Ontario Pension Plan (HOOPP)   September 2009 - April 2011
TD Waterhouse   July 2006 - September 2009
Canada Trust Investment Management Group   1994 - 2000

Skills
Business Analysis, Business Process..., Customer Service, Vendor Relations, Vendor Management, Portfolio Management, Documentation, Product Development, Project Delivery, Creative Problem Solving, Wealth Management, CRM software, SDLC, Customer Relations, Business Process, Requirements Analysis, Business Requirements, Requirements Gathering, Process Improvement, CRM, SharePoint, Software Documentation, Integration, PMO, Risk Management, IT Management, MS Project, Visio, User Acceptance Testing, Project Portfolio..., Cross-functional Team..., IT Strategy, Governance, Financial Services, Strategy, Software Project..., Analysis, Management, Project Management, Banking

Education
McMaster University   1991 — 1995
BA, History

Joseph Bilik Joseph Bilik Portland, Oregon Details
Joseph Bilik's TD Waterhouse Experience 2000 - 2003
Job Senior Manager, Procurement at Conway Enterprise Services
Industry Transportation/Trucking/Railroad
Experience
Con-way Enterprise Services  August 2015 - Present
Jive Software  January 2014 - August 2015
Webtrends  June 2012 - December 2013
KIT digital, Inc  December 2010 - June 2012
Rogers Communications Inc.  March 2009 - November 2010
Telecom New Zealand Intl.   September 2003 - December 2008
TD Waterhouse   2000 - 2003
CT Securities  1999 - 2003

Skills
Vendor Management, Contract Negotiation, Negotiation, Telecommunications, Strategic Sourcing, Strategic Partnerships, New Business Development, Account Management, Procurement, Sourcing

Education
University of Guelph   1994 — 1997
Hon BComm, Economics and Marketing

Robert Morris University   1993 — 1994
BSBA, Economics and Marketing

Alison Young Alison Young New York, New York Details
Alison Young's TD Waterhouse Experience 2005 - 2005
Job Vice President, AML at Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG  August 2015 - Present
HSBC  September 2009 - August 2015
Lazard Asset Management  March 2007 - September 2009
Lazard Asset Management  2005 - 2006
TD Waterhouse   2005 - 2005

Skills
ACAMS, Series 7, Series 66, Series 9 and 10, Series 24, Legal Compliance, Private Banking, Alternative Investments, AML, Employee Training

Education
Penn State University   2001 — 2005
Bachelor of Science (B.S.), Marketing and International Business

Aleem Fazal Aleem Fazal Vancouver, Canada Area Details
Aleem Fazal's TD Waterhouse Experience November 2010 - April 2012
Job Implementation Consultant
Industry Financial Services
Experience
Reval  October 2014 - Present
Aga Khan Foundation Canada  September 2012 - Present
Unique Minds   April 2014 - October 2014
TD Waterhouse   November 2010 - April 2012
TD Bank Group  May 2011 - August 2011
Tutor Doctor  September 2010 - November 2010

Skills
Thompson One, Mutual Funds, Wealth Management, Fixed Income, Bloomberg, Options, Equities, Securities, Investments, Small Business Lending, Risk Management, Bond Markets, Trading, Credit, Economics, Public Policy, Healthcare improvement

Education
The University of Western Ontario   2009 — 2010
BA, Economics

Queen's University   2005 — 2010
BA, Economics, LifeSciences

John Spitman CFA, CFP, FCSI, CIM, BA John Spitman CFA, CFP, FCSI, CIM, BA Toronto, Canada Area Details
John Spitman CFA, CFP, FCSI, CIM, BA's TD Waterhouse Experience December 1999 - January 2003
Job Investment Counsellor at RBC Wealth Management PH&N Investment Counsel
Industry Investment Management
Experience
RBC Wealth Management - PH&N Investment Counsel  January 2015 - Present
1832 Asset Management L.P. ( formerly Scotia Asset Management )   November 2008 - December 2014
AIC Ltd  2003 - 2008
AIC Investment Services   2003 - 2008
TD Waterhouse   December 1999 - January 2003
McDermid St Lawrence Securities   1994 - 1999

Skills
Wealth Management, Portfolio Management, Investments, Financial Planning, Securities, Asset Management, Options, Equities, Bonds, Investment Strategies, Asset Allocation, Trading, Retirement Planning, Wealth, Financial Analysis, Strategic Financial..., Asset Managment, Estate Planning, Fixed Income, Mutual Funds, Investment Management, Alternative Investments, Investment Advisory, Bloomberg, ETFs, Capital Markets, Derivatives, Structured Products, Equity Research, Hedge Funds, Financial Advisory, Financial Modeling, Financial Markets, Wealth Management..., Equity Valuation, Equity Trading, Private Equity, Financial Services, Equity Derivatives, Private Banking, Valuation

Education
CFA Institute   1999 — 2003
CFA, Finance, General

McMaster University   1989 — 1993
BA, Economics

cathedral boys   1985 — 1989

Prakash Menon Prakash Menon Seattle, Washington Details
Prakash Menon's TD Waterhouse Experience May 2004 - July 2005
Job Business development and sales professional with extensive tech experience
Industry Consumer Electronics
Experience
Amazon  May 2015 - Present
Samsung  October 2013 - October 2014
Samsung  April 2013 - October 2013
Samsung  September 2012 - March 2013
British Telecom  June 2011 - August 2011
TELUS  January 2009 - July 2010
TELUS  March 2006 - March 2009
Telus Mobility  August 2005 - March 2006
TD Waterhouse   May 2004 - July 2005

Skills
Wireless, Management Consulting, Analytics, Financial Modeling, Financial Analysis, Technology Evaluation, Mobile Technology, Business Analysis, Business Strategy, Product Management

Education
Queen's University
Bachelor of Applied Science, Electrical Engineering

University of Virginia - Darden Graduate School of Business Administration
MBA, General Management

Vineet Joshi Vineet Joshi Greater New York City Area Details
Vineet Joshi's TD Waterhouse Experience January 1997 - January 1999
Job Senior Regulatory Consultant AML/KYC, Dodd Frank
Industry Financial Services
Experience
Société Générale   September 2015 - Present
BMO Capital Markets  March 2014 - April 2015
JPMorgan Chase & Co.   December 2013 - March 2014
Barclays  December 2012 - August 2013
NY TRANSPORTATION INSURANCE CORP   November 2009 - December 2012
PERISCOPE TECHNOLOGY SERVICES   February 2008 - November 2009
AXA Equitable, LLC   February 2001 - September 2007
DEUTSCHE BANK / NDB GROUP   January 1999 - January 2001
TD Waterhouse   January 1997 - January 1999

Skills
Operations and..., Transaction Management, Securities Trading..., Investments, Compliance, Banking, Financial Management, Trading, Managerial Finance, Policy, Securities, Hedging, AML, Options, Wealth Management, Fixed Income, Capital Markets, Asset Managment, Cross-functional Team..., Mergers & Acquisitions, Leadership, Equities, Insurance, Financial Advisory, Financial Services, Fundamental Analysis, Series 6, Budgets, Credit, Management, Finance, Investment Advisory, Mutual Funds, Portfolio Management, Investment Banking, Financial Analysis, Financial Modeling, Strategic Planning, Series 7, Hedge Funds, Executive Management, Financial Risk, Asset Management, Risk Management, Alternative Investments, Accounting, Due Diligence, Training, Strategic Financial..., Series 63

Education
New York University
Bachelor of Arts (BA), Economics

Jamie De'Ath, CIM, MFin Candidate Jamie De'Ath, CIM, MFin Candidate Toronto, Canada Area Details
Jamie De'Ath, CIM, MFin Candidate's TD Waterhouse Experience October 2008 - February 2011
Job Senior Analyst at TD Capital Markets Risk Management
Industry Capital Markets
Experience
TD Bank  November 2014 - Present
Queen's University Alternative Assets Fund  June 2015 - Present
TD Securities  February 2011 - November 2014
TD Waterhouse   October 2008 - February 2011
TD Waterhouse   January 2006 - October 2008

Education
Queen's University   2015 — 2016
Master’s Degree, Finance

Ryerson University
Bachelor’s Degree, Major in Finance, Minor in Economics

Canadian Securities Institute (CSI)   2005 — 2010

Shane McCooeye, CIM Shane McCooeye, CIM Edmonton, Canada Area Details
Shane McCooeye, CIM's TD Waterhouse Experience January 2005 - February 2009
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities  June 2010 - Present
Edward Jones Investments  April 2009 - June 2010
TD Waterhouse   January 2005 - February 2009

Skills
Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Asset Management, Strategic Financial...

Education
Northern Alberta Institute of Technology   2000 — 2002
Business, Finance & Marketing

Fernando Nicoli Fernando Nicoli United States Details
Fernando Nicoli's TD Waterhouse Experience May 1999 - October 2002
Job
Industry Automotive
Experience
WELLS FARGO MERCHANT SERVICES  May 2012 - Present
DriveTime  January 2011 - March 2012
Self employed  October 2008 - November 2011
CITI FINANCIAL MORTGAGE  January 2007 - July 2008
Apriva  January 2006 - February 2007
YP.COM  August 2003 - January 2006
T.D WATERHOUSE  May 1999 - October 2002

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
Arizona School of Massage Therapy   2007 — 2008

Scottsdale Community College   2004 — 2005
Associates of Arts, General Studies

New York Film Academy   2000 — 2000

American Musical Dramatic Academy   1999 — 1999

Nick Cornwell Nick Cornwell Greater San Diego Area Details
Nick Cornwell's TD Waterhouse Experience March 1996 - November 2000
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors  May 2015 - Present
LPL Financial  November 2000 - July 2014
TD Waterhouse   March 1996 - November 2000
TD Waterhouse   March 1996 - November 2000

Skills
Securities, Financial Analysis, Mutual Funds, Microsoft Excel, Series 7, Equities, Wealth Management, Fixed Income, Investments, Marketing Communications, FINRA, Retirement Planning, Banking, Credit, Risk Management, Asset Allocation, Finance, Alternative Investments, Series 63, Financial Services, Bloomberg, Strategic Financial..., Process Improvement

Education
Platt College-San Diego   1998 — 1999

Mt. Hood Community College

Basem Hanna Basem Hanna Greater New York City Area Details
Basem Hanna's TD Waterhouse Experience November 2000 - September 2005
Job Sr. Network Engineer at ShoreGroup
Industry Computer Networking
Experience
ShoreGroup  February 2008 - Present
UNICEF  June 2006 - February 2008
Thomson Financial  September 2005 - June 2006
TD Waterhouse   November 2000 - September 2005
IDT  June 1996 - November 2000

Skills
CCNP, Security, Telecommunications, CCIE, Cisco Technologies, Strategy, WAN, Networking, Firewalls, Software Documentation, Management, Integration, Network Security, Switches, VPN, CCNA, Routing, Disaster Recovery, Data Center, Network Architecture, Network Engineering, VoIP

Education
University of Phoenix   2006 — 2007
MBA, Technology Management

New Jersey Institute of Technology   1992 — 1997
BS, Computer Engineer

Alexander Dreja Alexander Dreja Toronto, Canada Area Details
Alexander Dreja's TD Waterhouse Experience June 2012 - August 2015
Job Analytics Specialist (VBA, SQL, Excel Dashboard Creation) passionate about Finance and Capital Markets
Industry Financial Services
Experience
TD Waterhouse   June 2012 - August 2015
Equity Trader   August 2011 - June 2012
Bond Consulting Group  April 2009 - July 2011
Quantec Geoscience Ltd.   2006 - 2009

Skills
Financial Analysis, Strategic Planning, Business Strategy, Customer Relations, Business Analysis, Due Diligence, Financial Accounting, Problem Solving, Negotiation, Financial Modeling, Team Leadership, Team Building, Excel, Documentation, Sales Management, Risk Management, Change Management, Accounting, Project Management, Customer Service, Management, Project Planning, Business Process..., Management Consulting, Process Improvement, Microsoft Excel, Equities, Derivatives, New Business Development, Financial Reporting, Analysis, Leadership, Finance, Time Management, CRM

Education
Queen's University
M.Fin, Finance, General

CMA Ontario
CMA/CPA Certified Management Accountant - Candidate

McMaster University   2002 — 2006
B.Sc., Physics

CFA Institute
Chartered Financial Analyst

Ryan Kirke, CFA, CFP, CIM, FSCI Ryan Kirke, CFA, CFP, CIM, FSCI Toronto, Canada Area Details
Ryan Kirke, CFA, CFP, CIM, FSCI's TD Waterhouse Experience September 2010 - November 2011
Job Director of Business Development at Provisus Wealth Management
Industry Financial Services
Experience
BMO Financial Group  September 2013 - June 2014
Self-Employed  December 2011 - September 2013
TD Waterhouse   September 2010 - November 2011
Trapeze Asset Management   March 2009 - May 2010
Self-Employed  2006 - February 2009
TD Asset Management Inc.  2000 - 2006
TD Asset Management Inc.  1999 - 2000
TD Asset Management Inc.  1996 - 1999

Skills
Wealth Management, Insurance, Retirement Planning, Portfolio Management, Risk Management, Asset Management, Investments, Financial Analysis, Financial Planning, Investment Strategies, Wealth, Alternative Investments, Estate Planning, Mutual Funds, Banking, Fixed Income, Asset Managment, Strategic Financial..., Financial Services, Sales, Publishing, Creative Writing, Editing, Analysis, Small Business, Business Development, Leadership, Entrepreneurship, Management, Marketing, Mergers & Acquisitions

Education
Queen's University   1991 — 1995
Bachelor of Arts Honours (B.A.H.), Political Studies

Trinity College School   1987 — 1991

University of Toronto - Rotman School of Management

University of Toronto - Rotman School of Management

University of Toronto - Rotman School of Management

Oliver Wolf Oliver Wolf Greater New York City Area Details
Oliver Wolf's TD Waterhouse Experience January 2000 - April 2005
Job Dividend Announcements at DTCC
Industry Financial Services
Experience
DTCC  October 2011 - Present
Bank of New York Mellon  November 2005 - April 2010
Morgan Stanley DW   April 2005 - November 2005
TD Waterhouse   January 2000 - April 2005
Fidelity Investments  April 1999 - December 1999
Fidelity Investments  January 1991 - April 1999
Fidelity Invstments   July 1989 - January 1991
Fidelity Investments  March 1986 - July 1989

Skills
Corporate Actions, Securities, Mergers, DTC, Dividends

Education
Queens College
Bachelor of Arts

Andrew Clews Andrew Clews Toronto, Canada Area Details
Andrew Clews's TD Waterhouse Experience August 2008 - May 2010
Job Relationship Manager at TD
Industry Financial Services
Experience
TD  February 2015 - Present
TD  June 2012 - February 2015
TD Wealth Management Operations   April 2011 - June 2012
TD Waterhouse   August 2008 - May 2010

Skills
Securities, Wealth Management, Derivatives, Investments, Capital Markets, Leadership, Team Building, Equities, Risk Management, Management, Team Leadership, Business Strategy, Portfolio Management, Mutual Funds, Research, Analysis, Finance, Retail Banking

Education
Canadian Securities Institute   2008 — 2012
Various Courses

Queen's University   2010 — 2011
MBA, focus in Finance, Strategy

University of Guelph   2004 — 2008
BAh, Philosophy

Jim Godoy Jim Godoy Phoenix, Arizona Area Details
Jim Godoy's TD Waterhouse Experience April 1998 - April 2000
Job Relationship Manager Supervision and Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  March 2015 - Present
Royal Alliance Associates INC  June 2014 - March 2015
Royal Alliance Associates INC  March 2013 - June 2014
SagePoint Financial, Inc.   July 2010 - March 2013
Willis Consulting, Inc.   April 2010 - July 2010
United Planners Financial Services  October 2007 - April 2010
AIG Financial Advisors  December 2003 - October 2007
United Planners Financial Services  October 2001 - November 2003
Charles Schwab  July 2000 - July 2001
TD Waterhouse   April 1998 - April 2000

Skills
Financial Advisor..., OSJ Supervision, Relationship Management, Supervision, Recruiting, Investments, Equities, Financial Services, Series 63, Mutual Funds, Series 7, Wealth Management, Finance, Leadership, Management, Investment Advisory, Securities

Education
Mesa Community College
General

Scott Pehleman Scott Pehleman Toronto, Canada Area Details
Scott Pehleman's TD Waterhouse Experience May 2006 - Present
Job Investment Advisor at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse   May 2006 - Present
TD Waterhouse Private Investment Advice  2006 - Present
First Data Corporation  September 2005 - April 2006
CI Financial  May 1999 - December 2003
CIBC  April 1991 - April 1999
American Express  1986 - 1991

Skills
Wealth Management, Asset Management, Financial Planning, Investments, Portfolio Management, Banking, Insurance, Financial Services, Financial Advisory, Securities, Relationship Management, Investment Management, Mutual Funds, Investment Strategies

Education
Queen's University   2005 — 2006
MBA

University of Toronto - Victoria University   1978 — 1982
B.A Hons, Commerce, Economic & Pol Sci

Bella Karia Bella Karia Toronto, Canada Area Details
Bella Karia's TD Waterhouse Experience April 2009 - October 2011
Job Sourcing Consultant at TD
Industry Human Resources
Experience
TD  May 2015 - Present
TD Bank Group  October 2011 - May 2015
TD Waterhouse   April 2009 - October 2011
RBC Royal Bank  February 2007 - February 2009
Petro-Canada  May 2006 - December 2006
Leggett & Platt  May 2005 - August 2005
McMaster University  May 2004 - November 2004

Skills
Onboarding, Recruiting, Talent Management, Talent Acquisition, Employee Engagement, Finance, Banking, Sourcing, HRIS, Human Resources, Management, SDLC, Strategy, Personnel Management, Employee Relations, Performance Management

Education
McMaster University   2002 — 2005
Labour Studies

Aaron Walters Aaron Walters Brooklyn, New York Details
Aaron Walters's TD Waterhouse Experience February 2000 - July 2004
Job
Industry Financial Services
Experience
CME Group  February 2015 - Present
CME Group  February 2013 - February 2015
CME Group  November 2010 - February 2013
Chicago Mercantile Exchange  January 2010 - December 2010
Chicago Mercantile Exchange  May 2008 - December 2010
CME Group  2008 - December 2010
TradeStation Securities  May 2005 - May 2008
TD Waterhouse   February 2000 - July 2004

Skills
Trading Systems, Derivatives, Risk Management, Financial Markets, Electronic Trading, Options, Commodity, Fixed Income, Python, Data Science, Machine Learning, R, Market Data, Strategy, Trading, Credit Derivatives, Redis, Clearing Houses, Energy, SDLC, Data Analysis, Commodity Pricing, Alteryx, Matlab, Apache Spark

Education
Northwestern University   2014 — 2017
Master of Science (MS), Predictive Analysis

San Diego State University   2002 — 2003
MSBA, Business Information Systems

National University   1997 — 2001
BBA, Finance

Dmitriy Sherlis Dmitriy Sherlis Greater New York City Area Details
Dmitriy Sherlis's TD Waterhouse Experience May 2000 - October 2005
Job VP, Data Architect
Industry Information Technology and Services
Experience
Morgan Stanley  June 2015 - Present
Citigroup  December 2006 - June 2015
Vitech Systems Group  October 2005 - December 2006
TD Waterhouse   May 2000 - October 2005
Profit Recovery Systems   August 1998 - May 2000
Khartron, Inc   July 1994 - December 1996

Skills
Unix, SQL, Oracle, Data Modeling, Databases, Business Analysis, Visio, Sybase, Data Warehousing, Perl, CRM, SDLC, Agile Methodologies, PL/SQL, Enterprise Architecture

Education
NYU SCPS   2010 — 2011
Certificate, C++ Programming

National Technical University of Ukraine 'Kyiv Polytechnic Institute'   1990 — 1996
MS Applied Mathematics

High School   1980 — 1990

David McCarthy David McCarthy Greater New York City Area Details
David McCarthy's TD Waterhouse Experience January 2000 - December 2000
Job
Industry Pharmaceuticals
Experience
BD  February 2015 - March 2015
Express Scripts (formerly Medco Health Solutions, Inc)   April 2012 - May 2014
Express Scripts (formely Medco Health Solutions)   December 2007 - May 2014
Cleary Gottlieb Steen & Hamilton LLP  October 2007 - December 2007
Bessemer Trust  December 2000 - October 2007
TD Waterhouse   January 2000 - December 2000
Merck-Medco Rx Services of NJ   November 1995 - December 1999

Skills
Process Improvement, Strategic Planning, Employee Benefits, Healthcare, HIPAA, Cross-functional Team..., Negotiation, Purchasing, Vendor Management, Data Analysis, Management, Healthcare Information..., Visio, Leadership, Training, Managed Care, Team Building, Medicare Part D, Pharmacy Benefit..., Software Documentation, Pharmacy

Education
Montclair State University   1990 — 1995
BA, Psychology

Clifton High School   1985 — 1989
High School Diploma

David Shavelson David Shavelson Greater New York City Area Details
David Shavelson's TD Waterhouse Experience 1998 - 2000
Job Vice President Supervisory Branch Management
Industry Financial Services
Experience
JP Morgan  February 2014 - Present
J.P. Morgan   January 2011 - February 2014
J.P. Morgan   January 2011 - June 2012
JP Morgan  March 2004 - December 2010
JP Morgan  March 2004 - September 2008
Bear Stearns  March 2004 - June 2008
Sungard  February 2002 - February 2004
Brut LLC   March 2000 - January 2002
Instinet Corporation  2000 - 2000
TD Waterhouse   1998 - 2000

Education
State University of New York College at Oswego   1993 — 1995
Bachelor's of Science

State University of New York College at Oswego   1993 — 1995
Bachelors

Nassau Community College   1992 — 1993
Associates of Science

Jessica Prior Jessica Prior Greater New York City Area Details
Jessica Prior's TD Waterhouse Experience April 2000 - May 2006
Job eLearning Developer at Thomson Reuters
Industry E-Learning
Experience
Reuters  eLearning DeveloperThomson ReutersMay 2006 - Present
TD Waterhouse   April 2000 - May 2006

Skills
Instructional Design, Microsoft Office, E-Learning, Software Documentation, Program Management, PowerPoint, Training, Change Management, Analysis, Captivate, Team Leadership, Financial Services, Training Delivery, Coaching

Education
Pratt Institute
BFA, Communications Design

Mitsui Dave Mitsui Dave Greater New York City Area Details
Mitsui Dave's TD Waterhouse Experience January 2000 - January 2006
Job Manager, GIT Infrastructure Dev at Colgate Palmolive
Industry Financial Services
Experience
Colgate Palmolive  August 2012 - Present
Thomson Reuters  June 2007 - February 2012
TD Ameritrade  January 2000 - May 2007
TD Waterhouse   January 2000 - January 2006

Skills
DNS, Active Directory, IIS, project management, Unix Administration, Systems Engineering, Windows, Unix

Education
New Jersey Institute of Technology   1994 — 1998
BS, computer science

Denzil Thomas Denzil Thomas Greater New York City Area Details
Denzil Thomas's TD Waterhouse Experience 1997 - 2003
Job Technology
Industry Information Technology and Services
Experience
Technology  March 2013 - Present
Undisclosed Location  2011 - 2013
Support Engineer   July 2008 - September 2012
TD Ameritrade  February 1999 - June 2006
TD Waterhouse   1997 - 2003
J&R Music World  1994 - 1998

Skills
Vendor Management, Data Center, Windows Server, Disaster Recovery, Active Directory

Education
New York Institute of Technology

Kenny Yu, CAMS Kenny Yu, CAMS Atlanta, Georgia Details
Kenny Yu, CAMS's TD Waterhouse Experience 1995 - 2002
Job Vice President at Citi
Industry Banking
Experience
Citi Retail Services  May 2011 - Present
AML Strategic Leadership Group   June 2007 - Present
ACAMS  2007 - Present
Accume Partners  2009 - April 2011
Ally Financial Inc.  2010 - 2010
Capital One Financial  June 2007 - July 2009
SunTrust Corporate & Investment Banking/Capital Markets   January 2006 - June 2007
SunTrust Wealth and Investment Management Technology   September 2003 - December 2005
JPMC  2002 - 2003
TD-Waterhouse  1995 - 2002

Skills
Compliance, AML, Operational Risk..., Risk Management, Bank Secrecy Act, Cards, Risk, KYC, OFAC, BSA, Sanctions, Payments, Internal Audit, Enterprise Risk..., USA PATRIOT Act, Fraud, Business Continuity, Policy, Internal Controls, Risk Assessment, Compliance Management, CAMS, Fraud Prevention, Risk Mitigation, Process Improvement, Credit Cards, Debit Cards, Regulatory Risk, Financial Risk, Finance, Regulations, Financial Institutions, Due Diligence, Banking, Sanction, Operational Risk, Business Analysis, Mergers & Acquisitions

Education
University of Phoenix - John Sperling School of Business   2011 — 2013
MBA, Technology Management

University of Phoenix   2007 — 2009
BS, Bachelor of Science in Organizational Security and Management

Queens College

Judi Lindower Judi Lindower Greater New York City Area Details
Judi Lindower's TD Waterhouse Experience 1996 - 1998
Job Human Resources Manager at Habib American Bank
Industry Human Resources
Experience
Habib American Bank  October 2013 - Present
Various Non Profit organizations  November 2010 - Present
The Ad Council  September 2007 - May 2012
Robeco  2007 - 2007
Y&R  February 2005 - September 2006
JP Morgan Chase  2004 - 2004
TD Waterhouse   1996 - 1998
American Home Products  1990 - 1994
Bozell  1990 - 1990
Hertz rent a car  1980 - 1986

Skills
Training & Development, Employee Relations, Strategic Planning, Human Resources, Performance Management, Recruiting, Deferred Compensation, Employee Benefits, Personnel Management, Management, Hiring, Policy, Job Descriptions, Program Management, Talent Management, Compensation & Benefit, Talent Acquisition, Employee Engagement, Employee Handbooks, Leadership Development, Coaching, Interviews, Sales

Education
Monmouth University   1970 — 1974
BA, Psychology

Nora Saludo Nora Saludo Greater New York City Area Details
Nora Saludo's TD Waterhouse Experience April 2005 - November 2005
Job Consulting Member of Technical Staff at Oracle
Industry Information Technology and Services
Experience
Oracle  January 2013 - Present
SelectMinds Inc.   June 2007 - December 2012
Sumitomo Mitsui Banking Corporation / Japan Research Institute   January 2007 - June 2007
Warner Music Group  November 2005 - December 2006
TD Waterhouse   April 2005 - November 2005
Sony Music Group   December 2001 - April 2005
Standard and Poor's  January 1997 - May 2001
Deutsche Bank  August 1993 - December 1995
Sun Life Financial  March 1989 - April 1993

Skills
PL/SQL, Oracle Applications, Management, SQL Tuning, Oracle, Java, Linux, Agile Methodologies, Unix, Data Warehousing, Systems Analysis, SQL, Data Modeling, Apache, MySQL, System Administration

Education
New York University   2003 — 2004
Management Information Systems

University of the Philippines   1984 — 1988
Bachelor of Science, Applied Mathematics - Actuarial Science

Howard Dunkley Howard Dunkley Toronto, Canada Area Details
Howard Dunkley's TD Waterhouse Experience June 2003 - April 2007
Job Account Manager Commercial Services at Royal Bank of Canada
Industry Banking
Experience
Royal Bank of Canada  May 2007 - Present
TD Waterhouse   June 2003 - April 2007

Education
Queen's University   2006 — 2007

University of the West Indies   1991 — 1995
BSc, Management

George Giakouminakis George Giakouminakis Greater New York City Area Details
George Giakouminakis's TD Waterhouse Experience 2000 - 2006
Job Associate DirectorTechnology Management & Support, NYU Langone Medical Center
Industry Information Technology and Services
Experience
NYU Medical Center  May 2015 - Present
NYU Langone Medical Center  2008 - Present
NYU Langone Medical Center  2008 - Present
TD Ameritrade  January 2006 - April 2008
TD Waterhouse   2000 - 2006
Thomson Financial  1996 - 1999

Skills
Disaster Recovery, Vendor Management, Data Center, System Administration, SDLC, Active Directory, ITIL, Business Continuity, Process Improvement, Program Management, Project Management

Education
New York Institute of Technology   1990 — 1994
BA, Communication ARTS

Craig Ibella Craig Ibella Greater Pittsburgh Area Details
Craig Ibella's TD Waterhouse Experience 2004 - 2005
Job Vice President at PNC Financial Services Group
Industry Financial Services
Experience
PNC Financial Services Group  November 2010 - Present
Kaiser Permanente  January 2009 - September 2010
KB Home  2005 - 2008
General Atomics  2005 - 2005
TD Waterhouse   2004 - 2005

Skills
Financial Modeling, Strategic Planning, Managerial Finance, Management, Financial Analysis, Contract Negotiation, Analysis, Competitive Analysis, Finance, Leadership, Risk Management, Process Improvement, Due Diligence, Cross-functional Team..., Financial Management, Acquisition Integration, Strategy, Program Management, Strategic Financial..., Essbase, Relationship Management, Project Management, Microsoft Excel, Cognos, Change Management, Business Process..., Financial Reporting

Education
San Diego State University-California State University   2003 — 2005
MBA, Finance

Robert Morris University
BSBA, Finance

Melissa (Fox) Kitlowski Melissa (Fox) Kitlowski Greater New York City Area Details
Melissa (Fox) Kitlowski's TD Waterhouse Experience 2000 - 2002
Job Senior Vice President, Global Banking & Markets Corporate Communications
Industry Public Relations and Communications
Experience
Bank of America Merrill Lynch  2004 - Present
The NASDAQ Stock Market, Inc  2002 - 2004
TD Waterhouse   2000 - 2002
Middleberg euro RSCG  1995 - 2000

Skills
Corporate Communications, Media Relations

Education
Providence College   1991 — 1995

Wilfried Lampka Wilfried Lampka Dallas/Fort Worth Area Details
Wilfried Lampka's TD Waterhouse Experience 1993 - 2001
Job Assistant Vice President JP Morgan Chase
Industry Investment Management
Experience
JP Morgan Chase  August 2003 - Present
TD Waterhouse   1993 - 2001

Education
Texas Christian University   2006 — 2008
MBA, Finance/Investments

Texas Christian University - M.J. Neeley School of Business   2006 — 2008
MBA, Finance

Midwestern State University   1989 — 1993

Ted Borroum Ted Borroum Greater New York City Area Details
Ted Borroum's TD Waterhouse Experience 2002 - 2005
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2015 - Present
Societe Generale  January 2005 - July 2015
TD Ameritrade  2002 - 2005
TD Waterhouse   2002 - 2005
Deutsche Bank  1998 - 2002
Bell Communications Research  1989 - 1998

Skills
Fixed Income, Derivatives, Capital Markets, FX Options, Trading Systems, Structured Products, Equities, Credit Derivatives, Risk Management, Banking, Middle Office, Financial Risk, Financial Markets, Business Analysis, Equity Derivatives

Education
New Jersey City University   1985 — 1990
BS, Mathematics and Computer Science

Alexander Jukofski Alexander Jukofski Greater New York City Area Details
Alexander Jukofski's TD Waterhouse Experience 2000 - 2006
Job Vice President
Industry Information Technology and Services
Experience
JP Morgan Chase  August 2006 - Present
TD Waterhouse   2000 - 2006
TDWaterhouse  2000 - 2006

Skills
Disaster Recovery, Data Center, Network Engineering, Cisco Technologies, Vendor Management, Network Architecture, Network Design, ITIL, SDLC, Integration, IT Management, Business Continuity, Virtualization, IT Strategy, Network Security, Routing, Cloud Computing

Education
New York University - Polytechnic School of Engineering   1992 — 1994

Polytechnic University   1984 — 1991

Renee Emrick Renee Emrick Decatur, Illinois Area Details
Renee Emrick's TD Waterhouse Experience May 1996 - January 1999
Job General Counsel/Chief Compliance Officer at Investment Planners
Industry Financial Services
Experience
Investment Planners  November 2013 - Present
1st Global  September 2012 - November 2013
First Midwest Securities, Inc.   January 2007 - February 2012
GunnAllen Financial  September 2003 - December 2006
Self Employed  January 1999 - August 2001
TD Waterhouse   May 1996 - January 1999
Dean Witter  October 1995 - May 1996

Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments

Education
Stetson University College of Law   2001 — 2003
Doctor of Law (J.D.), Law

Notre Dame of Maryland University   1990 — 1993
B.A., Psychology, Minor Business

Tristan Sawtell Tristan Sawtell Vancouver, Canada Area Details
Tristan Sawtell's TD Waterhouse Experience September 2007 - June 2013
Job Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
Scotia McLeod  June 2013 - Present
TD Waterhouse   September 2007 - June 2013
RBC Insurance  September 2006 - August 2007

Skills
Wealth Management, Securities, Asset Managment, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Investment Management, Alternative Investments, Strategic Financial..., Asset Management, Bonds, Fixed Income, High Net Worth..., Financial Analysis, Risk Management, Credit, Customer Service, Banking, Private Banking, Stocks, Stock Market Analysis, Private Equity, Corporate Finance, Personal Finance, Estate Planning, Asset Allocation, Insurance, New Issues, Pensions, Cash Management, ETFs, Personal Tax Planning, Private Wealth, TFSA, RRSP, RRIF, RESP, Charitable Gift Planning, Disability Insurance, Life Insurance, Critical Illness, Wills, Powers of Attorney, Retirement Savings, Long Term Care Insurance, Family Business

Education
Mount Allison University   2001 — 2006
Bachelor of Arts (B.A.), Psychology

St. George's

St. George's

Andrew Lacoff Andrew Lacoff Greater New York City Area Details
Andrew Lacoff's TD Waterhouse Experience 1998 - 2002
Job SUN Midframe Unix specialist
Industry Computer Networking
Experience
Fashion Institute of Technology  2008 - Present
Decisionone / SUN   August 2006 - May 2008
TDWaterhouse  1999 - 2002
TD Waterhouse   1998 - 2002
KPMG Peat Marwick  December 1996 - October 1998
Optimized Computer Solutions   1990 - 1993
Computerland of Forest Hills   1986 - 1990

Skills
Servers, Unix, Solaris, Software Installation, Data Center, System Deployment, Integration, VMware ESX, IT Strategy, Operating Systems, Sun

Education
City University of New York-Queens College   2004 — 2008
BA, MS, MSEd Education

Elvin Dominici Elvin Dominici Jersey City, New Jersey Details
Elvin Dominici's TD Waterhouse Experience November 2005 - May 2007
Job Brokerage Operations Representative III (Client Trade Support, Equity Order Room) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Hudson County Community College  September 2015 - Present
Hispanic Political Action Committee Inc. (HPAC)   August 2012 - Present
Fidelity Investments  June 2014 - April 2015
Morgan Stanley  May 2007 - June 2014
Hispanic Collision for Governor Chris Christie   April 2013 - November 2013
TD Waterhouse   November 2005 - May 2007

Skills
Mutual Funds, Trading, Excel, PowerPoint, Investments, Accounting, Financial Analysis, Finance, Asset Managment, Financial Services, Business Analysis, Microsoft Office, Microsoft Word, Analysis, Securities, Teamwork, Community Outreach, Community Organizing, Organizational..., Public Services, Team Leadership, Leadership, Hispanic, Volunteer Management, Community Service, Equities, Risk Management, Hedge Funds, Microsoft Excel, Fixed Income, Asset Management

Education
Saint Peter's University   2007 — 2009
Master of Business Administration (MBA), Finance

St. Peter's University   2007 — 2009
Master In Business Administraction, Finance

New Jersey City University   2004 — 2006
Bachilor In Business Administraction, Finance

Hudson County Community College   2000 — 2004
Associate's degree, Business

Rumi Kuli Rumi Kuli Greater Chicago Area Details
Rumi Kuli's TD Waterhouse Experience 2000 - 2001
Job Managing Director
Industry Financial Services
Experience
Charles Schwab  September 2011 - Present
optionsXpress International, Inc.   2012 - Present
optionsXpress Singapore Pte. Ltd.   2012 - Present
optionsXpress Australia Pty Limited   2012 - Present
Investment Educators Asia Pte. Ltd.   2012 - Present
Investment Educators Hong Kong Pte. Ltd.   2012 - Present
optionsXpress  January 2008 - Present
optionsXpress  April 2006 - January 2008
optionsXpress  November 2001 - April 2006
TD Waterhouse   2000 - 2001

Skills
Series 7, Series 24, Series 63, Series 4, Securities, New Business Development, Business Strategy, Strategic Partnerships, Options, Investments, Global Business..., Global Strategy, Global Management, International..., Spread Trading, Business Process..., Channel Partners, FINRA, Derivatives, Financial Services, Trading, Mutual Funds, Electronic Trading, Trading Systems, Equities, Financial Markets

Education
University of Iowa College of Law   1997 — 2000
Doctor of Law (J.D.)

Ripon College   1993 — 1997
Bachelor of Arts (B.A.)

Université Paris Sorbonne (Paris IV)   1996 — 1996
Certificate

Lake Forest Academy   1990 — 1993

Robert Huntington, MBA Robert Huntington, MBA Greater Philadelphia Area Details
Robert Huntington, MBA's TD Waterhouse Experience May 2000 - August 2004
Job Finance/Portfolio Management and Currently Pursuing an MS in Acconting
Industry Investment Management
Experience
Santander Bank, N.A.   June 2013 - Present
JP Morgan  March 2012 - December 2012
Morgan Stanley Smith Barney  March 2011 - December 2011
Morgan Stanley Smith Barney  March 2010 - March 2011
Morgan Stanley Smith Barney  January 2009 - March 2010
Morgan Stanley Smith Barney  February 2007 - December 2008
A division of PNC Bank  August 2005 - February 2007
TD Waterhouse   May 2000 - August 2004

Skills
Portfolio Management, Investments, Financial Planning, Wealth Management, Series 7, Asset Management, Client Service, Investment Strategies, Securities, Equities, Banking, Valuation, Financial Analysis, Financial Reporting, Analysis, Word, Microsoft Office, Research, Account Management, Mutual Funds, Derivatives, Asset, Asset Allocation, Financial Modeling, Excel, Options, Fixed Income, Member of Toastmasters, Microsoft Excel, Public Speaking, Life Insurance, Health Insurance, Capital Markets, Finance, Investment Management, Financial Advisory

Education
Wilmington University   2007 — 2009
MBA, Finance, GPA: 3.97/4.00

Plymouth State University
Bachelor of Arts

White Plains High School

Nicholas Sakkas Nicholas Sakkas Greater Chicago Area Details
Nicholas Sakkas's TD Waterhouse Experience August 2000 - January 2006
Job Fixed Income Trader at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2013 - Present
TD Ameritrade  January 2006 - October 2012
TD Waterhouse   August 2000 - January 2006

Education
New York University
Bachelor of Arts (BA)

Acheson Thomas Acheson Thomas Toronto, Canada Area Details
Acheson Thomas's TD Waterhouse Experience 1992 - 2003
Job Manager, Business Process & Initiatives at NBCN
Industry Financial Services
Experience
NBCN  October 2013 - Present
NBCN  August 2008 - November 2013
TD Waterhouse   1992 - 2003

Skills
Business Process..., Business Analysis, Project Coordination, Applications..., Requirements Analysis, Portfolio Management, Visio, Project Delivery, IT Management, Management, Vendor Management, Equities, Financial Services, Software Project..., IT Strategy, Mutual Funds, SDLC

Education
McMaster University

Paul Surowiec Paul Surowiec Dallas/Fort Worth Area Details
Paul Surowiec's TD Waterhouse Experience September 1993 - February 2001
Job Managing Director at TDAmeritrade
Industry Financial Services
Experience
TDAmeritrade  August 2012 - Present
TD Ameritrade Institutional  August 2011 - August 2012
TD AMERITRADE  January 2001 - August 2011
TD Waterhouse   September 1993 - February 2001

Education
Rider University   1988 — 1992
Bachelor's degree, Accounting

Yvonne Cheung Yvonne Cheung Toronto, Canada Area Details
Yvonne Cheung's TD Waterhouse Experience August 2003 - February 2006
Job Analyst
Industry Investment Management
Experience
TD Bank  March 2006 - July 2013
TD Waterhouse   August 2003 - February 2006
TD Waterhouse   March 2003 - August 2003
TD Waterhouse   April 2000 - March 2003

Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Fixed Income, Equities, Investment Strategies, Capital Markets, Bloomberg, Asset Allocation, Investment Advisory, Asset Management, Derivatives, Securities, Alternative Investments, Bonds, Investment Management, Equity Research, Financial Modeling, Hedge Funds, Banking, Financial Markets, Options, ETFs, Due Diligence, Risk Management, Equity Derivatives, Financial Analysis

Education
McMaster University
Honours Bachelor of Commerce, Business Finance

Steve Mangold, ChFC Steve Mangold, ChFC Greater Los Angeles Area Details
Steve Mangold, ChFC's TD Waterhouse Experience 1995 - 2004
Job AVP National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   February 2014 - Present
Northwestern Mutual Financial Services-Wealth Management   2007 - 2014
Congress Street Financial   2004 - 2006
TD Waterhouse   1995 - 2004

Education
Oklahoma State University
Marketing-Economics

The American College   2010 — 2012
Chartered Financial Consultant Designation

The American College   2010 — 2012
Financial Planning Certificate

Jonathan Arena Jonathan Arena Greater New York City Area Details
Jonathan Arena's TD Waterhouse Experience 2003 - 2005
Job Data Systems Manager
Industry Computer Software
Experience
Clever Devices  June 2013 - Present
Clever Devices  August 2011 - June 2013
Netik  November 2010 - August 2011
Stellar Management  April 2009 - October 2010
Yardi Systems  2007 - 2009
Yardi Systems  2005 - 2007
TD Waterhouse   2003 - 2005

Skills
PMP, Visio, Software Project..., Software Documentation, SDLC, Project Management, Process Improvement, Management, Leadership, Business Analysis, Agile Methodologies, Change Management, Databases, Integration, Business Intelligence

Education
Rochester Institute of Technology   1999 — 2003
B.S., Management Information Systems

Ahsan Saleem Ahsan Saleem Greater Philadelphia Area Details
Ahsan Saleem's TD Waterhouse Experience August 2005 - July 2006
Job Senior Software Engineer at Comcast Cable
Industry Telecommunications
Experience
Comcast  June 2010 - Present
UBS Investment Bank  April 2009 - May 2010
Citibank  February 2008 - March 2009
UBS Investment Bank  August 2006 - August 2007
TD Waterhouse   August 2005 - July 2006
FlexBerg   November 2003 - March 2005

Skills
Big Data, CouchDB, Celery, RabbitMQ, Perl, SQL, Microsoft SQL Server, Databases, Oracle, Linux, Web Services, Requirements Analysis, Web Applications, Unix Shell Scripting, JavaScript, Solaris, Sybase, Python, PHP, C++, Integration, T-SQL, Apache, Ext JS, Thrift, Django, Agile Methodologies, Agile Project Management, Solr, ElasticSearch, Shell Scripting

Education
Pace University - Lubin School of Business   2009 — 2011
Master of Business Administration (MBA), Information Technology

University of South Alabama   2001 — 2005
BSc, Computer & Electrical Engineering

Dave Larkey Dave Larkey Greater New York City Area Details
Dave Larkey's TD Waterhouse Experience 1997 - 1999
Job Sales Consultant at Polaner Selections
Industry Wine and Spirits
Experience
Tri-Vin Imports   Sales ConsultantPolaner SelectionsSeptember 2008 - Present
TD Waterhouse   1997 - 1999
Niketown NYC   1996 - 1997

Education
Pace University-Pleasantville/Briarcliff Campus   1991 — 1993

Ben Teng Ben Teng Toronto, Canada Area Details
Ben Teng's TD Waterhouse Experience November 2007 - Present
Job Financial Analyst at TD Asset Management
Industry Banking
Experience
TD Waterhouse   November 2007 - Present

Education
Nankai University

Yaniv Segal Yaniv Segal Greater New York City Area Details
Yaniv Segal's TD Waterhouse Experience 1999 - 2001
Job Owner at Deshe Landscaping & Construction
Industry Real Estate
Experience
Deshe Landscaping & Construction   2008 - Present
Kushner Companies  2002 - 2007
Kushner Companies  2001 - 2002
TD Waterhouse   1999 - 2001

Education
Montclair State University   1994 — 1998

Guillermo Wong Guillermo Wong Greater Chicago Area Details
Guillermo Wong's TD Waterhouse Experience 1999 - 2001
Job Consultant at Harmer Associates
Industry Investment Management
Experience
Harmer Associates  August 2010 - Present
UBS Global Asset Management  May 2008 - May 2009
UBS Global Asset Management  May 2003 - May 2008
BankOne  May 2001 - May 2003
TD Waterhouse   1999 - 2001

Skills
Portfolio Management, Business Intelligence, Asset Allocation, Asset Management, Mutual Funds, Trading, Strategy, Finance, Valuation

Education
Northern Illinois University
BA, Economics

Kenneth Grogan Kenneth Grogan Greater New York City Area Details
Kenneth Grogan's TD Waterhouse Experience March 1999 - June 2007
Job Director Treasury Services at Wakefern Food Corp.
Industry Retail
Experience
Wakefern Food Corp.  March 2015 - Present
Wakefern Food Corp  July 2007 - March 2015
TD Waterhouse   March 1999 - June 2007
Fidelity Investments  December 1992 - March 1999
Shearson Lehman Brothers  December 1988 - December 1992

Skills
Cash Management, Treasury, Treasury Services, Financial Analysis, Forecasting, Financial Modeling, Finance, Pricing, Income Statement, Financial Reporting, Risk Management, Accounting, Budgets, Retail, Management, Mergers & Acquisitions, Leadership, Strategic Planning, Financial Risk, Electronic Payments

Education
Pace University   1984 — 1988
BBA, Accounting

Tim Gavin Tim Gavin Greater New York City Area Details
Tim Gavin's TD Waterhouse Experience March 2005 - May 2006
Job Lead Analyst at Wipro
Industry Information Technology and Services
Experience
Wipro  October 2013 - Present
Citigroup  May 2006 - May 2013
TD Waterhouse   March 2005 - May 2006
AT&T  November 1998 - February 2004
NCR Corporation  January 1996 - October 1998
Lehman Brothers  February 1984 - May 1989

Skills
SOX, Risk, Internal Controls, IT Audit, IT Internal Controls, Financial Risk, Risk Management, Sarbanes-Oxley Act, Auditing, CISA, Project Management, SAS70, Process Improvement, ITIL, Information Technology, Integration, Disaster Recovery, IT Operations, Compliance, Governance, Cross-functional Team..., Information Security, Information Security..., ISO 27001, Business Continuity, PMO, Enterprise Risk..., COBIT, CISSP, SDLC, IT Management, Operational Risk..., Business Process..., Vendor Management, IT Risk Management, Operational Risk, Risk Assessment, Security, SSAE 16

Education
BSI Management Systems
certificate, ISO

Stevens Institute of Technology
Masters Certification, Project Management

The Chubb Institute
Certification, Computer Programming

Pitzer College
B.A., Economics

Alexis Odd Alexis Odd Toronto, Canada Area Details
Alexis Odd's TD Waterhouse Experience June 2008 - June 2010
Job Communications Analyst (contract)
Industry Gambling & Casinos
Experience
RBC  December 2014 - Present
A. Odd Consulting, Inc.   May 2013 - Present
Fargo Industrial Supply Inc.   September 2011 - Present
OLG  March 2014 - December 2014
Roche  October 2013 - January 2014
BMO Financial Group  July 2013 - August 2013
TD Direct Channels Strategy + Solutions   April 2012 - May 2013
TD Online Channel   June 2010 - May 2012
TD Waterhouse   June 2008 - June 2010
TD Waterhouse Private Investment Advice  January 2008 - May 2008

Skills
Risk Management, Training, Relationship Management, Business Analysis, Management, Software Documentation, Wealth Management, Banking, Team Leadership, Leadership, Project Management, Requirements Gathering, Strategic Communications, Change Management, Vendor Management, Strategy, Strategic Planning, Email Marketing, Financial Services, Employee Engagement, Project Planning, Marketing, Program Management, CRM, Business Process..., Corporate Communications, Editing, Writing

Education
McMaster University   2002 — 2010
BA

University of Toronto

Kingsbury High School

Kwame Agyeman Kwame Agyeman Greater New York City Area Details
Kwame Agyeman's TD Waterhouse Experience February 1995 - March 1998
Job Corporate & Investment Bank
Industry Financial Services
Experience
J.P. Morgan   August 2015 - Present
J.P. Morgan   January 2015 - August 2015
Signature securities group/Signature bank   September 2011 - June 2014
Liquidnet  April 2001 - September 2010
Instinet Corporation  March 2000 - January 2001
Republic Financial services  March 1998 - March 2000
HSBC Bank  1998 - 2000
TD Waterhouse   February 1995 - March 1998

Skills
Securities, Trading, Financial Markets, Electronic Trading, Client Service, Financial Services, Financial Analysis, Investments, Series 7, Middle Office, FINRA, Series 63, Series 24, Prime Brokerage, Back Office

Education
New York University   1989 — 1993
BA, Economics

FINRA Licenses

Paul Guaneri Paul Guaneri Greater New York City Area Details
Paul Guaneri's TD Waterhouse Experience March 1994 - September 2006
Job CFO at Macquarie Capital USA
Industry Financial Services
Experience
Macquarie Capital USA  January 2011 - Present
Fidelity Investments  October 2006 - January 2011
TD Waterhouse   March 1994 - September 2006

Education
Pace University - Lubin School of Business   1980 — 1984
MBA, Finance

Brad Sandner, AIC Brad Sandner, AIC Chicago, Illinois Details
Brad Sandner, AIC's TD Waterhouse Experience 2000 - 2001
Job Claim Representative at The Sandner Group
Industry Insurance
Experience
The Sandner Group  August 2010 - Present
Brokers Risk Placement Service  2001 - August 2010
TD Waterhouse   2000 - 2001

Skills
Microsoft Excel, Data Analysis, Analysis, Insurance, Project Management, Customer Service, Microsoft Office, Property & Casualty..., PowerPoint, Workers' Compensation..., Team Building, Microsoft Word, Outlook, Research, Strategic Planning, Risk Management, Management, Process Improvement, Claim, Leadership, Access, Underwriting, Claims Management, Financial Analysis, Reinsurance, Commercial Insurance, General Insurance, Liability, Workers Compensation

Education
Quinlan School of Business, Loyola University Chicago   2013 — 2015
Master of Business Administration (M.B.A.), Management

Tulane University   1996 — 2000
BS, Finance and Management

Latin School of Chicago   1982 — 1992
N/A

Deepak Paul Deepak Paul Toronto, Canada Area Details
Deepak Paul's TD Waterhouse Experience January 2012 - December 2013
Job Solutions Architect at TD Bank
Industry Financial Services
Experience
TD  March 2014 - Present
TD Waterhouse   January 2012 - December 2013
TD Waterhouse   March 2010 - August 2011
CGI  February 2009 - February 2010
TD Waterhouse   April 1999 - January 2009
National Grocers  August 1998 - March 1999
Nortel  September 1997 - July 1998
Fidelity Investments  November 1995 - August 1997

Skills
SDLC, AML, Web Services, Enterprise Architecture, SOA, Mutual Funds, System Design, Application Architecture, Requirements Gathering, Websphere, Requirements Analysis, Solution Architecture, IT Strategy, Business Requirements, Risk Management, TOGAF, PMP, Integration, Business Analysis, Software Project..., Vendor Management

Education
University of Surrey   1974 — 1978
BSc Hons, Civil Engineering

Mithibai College   1971 — 1973
Inter Science

Peter H. van Erp Peter H. van Erp Albany, New York Area Details
Peter H. van Erp's TD Waterhouse Experience July 1988 - July 1999
Job Environmental Program Specialist at NYS Department of Environmental Conservation
Industry Renewables & Environment
Experience
NYS Department of Environmental Conservation  March 2013 - Present
Penn National Gaming  November 2011 - March 2013
Penn National Gaming  July 2009 - November 2011
University of Southern Mississippi  August 2002 - May 2005
TD Waterhouse   July 1988 - July 1999
Fahnestock & Co  May 1987 - June 1988

Skills
Microsoft Office, Analysis, Customer Service, PowerPoint, Budgets, Strategic Planning, Leadership, Public Speaking, Team Building, Social Media, Management, Public Relations, Process Improvement, Training, Data Analysis, Research, Microsoft Excel, Microsoft Word

Education
The University of Southern Mississippi   2002 — 2009
MS, Marine Science

State University of New York College at Plattsburgh   1999 — 2002
BS, Environmental Science with Chemistry minor

Rochester Institute of Technology   1982 — 1987
BS, Business Administration - Finance

Kevin Sterns Kevin Sterns Greater New York City Area Details
Kevin Sterns's TD Waterhouse Experience 1996 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
TD Waterhouse   1996 - 2004
TD Bank Financial Group  1970 - 2004

Education
Mount Allison University   1964 — 1967
Bachelor of Commerce, Accounting and Economics

Kelly Reisenauer Kelly Reisenauer Greater San Diego Area Details
Kelly Reisenauer's TD Waterhouse Experience 2003 - 2005
Job Registered Financial Services Professional
Industry Financial Services
Experience
Smith Barney  2007 - 2009
TRUST ADMINISTRATION SERVICES   2005 - 2006
TD Waterhouse   2003 - 2005
Buffini and Company  2002 - 2003
Linsco/Private Ledger  1999 - 2002
Smith Barney  1996 - 1999

Skills
Series 7, Operations Management, Financial Services, Auditing, Training, Mutual Funds, Employee Benefits

Education
North Dakota State University   1983 — 1985
Bachelor of Science, Hotel/Motel Restaurant Management

Dawn Lomanto Dawn Lomanto Greater New York City Area Details
Dawn Lomanto's TD Waterhouse Experience March 2001 - July 2005
Job Vice President Business Support Manager
Industry Financial Services
Experience
Bank of America  March 2011 - Present
Citi  July 2010 - March 2011
Morgan Stanley Smith Barney  December 2005 - August 2010
TD Waterhouse   March 2001 - July 2005
ADP  January 1997 - March 2001

Skills
Finance, ITIL, Risk Management, Managerial Finance, Portfolio Management

Education
Montclair State University   1993 — 1997
bs, Business/Accoutning

Kevin Fullerton, CA, CFA Kevin Fullerton, CA, CFA Toronto, Canada Area Details
Kevin Fullerton, CA, CFA's TD Waterhouse Experience October 2010 - November 2012
Job Accounting and Finance Professional
Industry Banking
Experience
Credit Suisse  November 2012 - Present
Full Education   September 2010 - Present
TD Waterhouse   October 2010 - November 2012
TD Bank Financial Group  March 2009 - October 2010
KPMG  September 2006 - February 2009

Skills
Financial Analysis, Accounting, MS Office tools, Auditing, Budgets, Finance, Financial Accounting, Financial Reporting, IFRS, Management, Microsoft Office, Project Planning, Sarbanes-Oxley Act, Team Leadership

Education
CFA Institute   2008 — 2012
CFA Charter, Financial Analysis

Queen's University   2002 — 2006
BComm, Accounting/Finance

St. Andrew's College   1995 — 2002
High School Diploma

Paul Romain Paul Romain Ottawa, Canada Area Details
Paul Romain's TD Waterhouse Experience January 2007 - Present
Job Resource Officer at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse   January 2007 - Present

Education
Northeastern University   1993 — 1995
Master of Business Administration (M.B.A.)

Northeastern University   1985 — 1989
Bachelor of Science (BS), Electrical Engineering

Sheridan Graham Sheridan Graham Calgary, Canada Area Details
Sheridan Graham's TD Waterhouse Experience March 2008 - Present
Job Financial Planner at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse   March 2008 - Present
RBC  May 2006 - March 2008
Freedom 55 Financial  January 2004 - May 2006

Skills
Wealth Management, Retirement Planning, Mutual Funds, Mortgage Lending, Investment Advisory, Wealth, Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Loans, Banking, Debt Consolidation, Credit, Residential Mortgages, Asset Allocation, Financial Advisory, Canadian Securities..., Wealth Management..., Retail Banking

Education
Mount Royal College   2000 — 2006
Bachelor of Applied Financial Services, Finance and Financial Management Services

Vito Petriello Vito Petriello Greater New York City Area Details
Vito Petriello's TD Waterhouse Experience November 1997 - May 2000
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  April 2015 - Present
H&R Block  January 2009 - Present
H&R Block  January 2009 - Present
JPMorgan Chase  July 2003 - February 2006
TDWaterhouse Securities Inc   June 2000 - June 2003
TD Waterhouse   November 1997 - May 2000
David Lerner Associates Inc  January 1996 - January 1997

Skills
Tax, Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Employee Benefits

Education
Monroe College   2006 — 2008
Master of Business Administration (MBA), Micro Finance

Iona College   1991 — 1995
Bachelor, Business Administration; Finance

Neal Zaman Neal Zaman Toronto, Canada Area Details
Neal Zaman's TD Waterhouse Experience October 2010 - July 2011
Job at Invesco Canada
Industry Financial Services
Experience
Invesco Canada  November 2014 - Present
TD Merchant Services  November 2013 - November 2014
CN Tower  January 2013 - October 2013
Sears Canada  December 2011 - December 2012
Manulife Financial  February 2011 - November 2011
TD Waterhouse   October 2010 - July 2011
JP Morgan Chase Canada   February 2010 - February 2011
Canon USA Inc  May 2008 - December 2009
Fiserv  November 2007 - April 2008
Freddie Mac  September 2006 - October 2007

Skills
Requirements Gathering, Business Analysis, SDLC, Business Requirements, Requirements Analysis, Visio, Vendor Management, Business Process..., Business Process, Process Improvement, Software Project..., Use Case Analysis, Gap Analysis, SharePoint, Agile Methodologies, SQL, PMP, Waterfall, User Acceptance Testing, Agile Project Management, IT Strategy

Education
Northwest Missouri State University   2001 — 2004
Bachelor of Science, International Business

Ryan Lother Ryan Lother Edmonton, Canada Area Details
Ryan Lother's TD Waterhouse Experience 2008 - 2011
Job Regional Manager, Investment & Retirement Planning at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management  2012 - Present
TD Waterhouse   2008 - 2011
TD Waterhouse   2008 - 2008
TD Waterhouse   2006 - 2008

Skills
Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management, Banking, Retirement Planning, Financial Analysis, Fixed Income, Investment Strategies, Risk Management, Equities, Credit, Credit Analysis, Customer Service, Investment Advisory, Options, Derivatives, Bloomberg, Bonds, Relationship Management, Strategic Financial...

Education
Queen's University
Master of Business Administration (M.B.A.)

Canadian Securities Institute
Fellow of the Canadian Securities Institute, Personal Financial Planner

Northern Alberta Institute of Technology / NAIT
Business Diploma, Honors Finance

The University of Lethbridge
Bachelor of Management, Finance

Noreen Hewko-Garon Noreen Hewko-Garon Calgary, Canada Area Details
Noreen Hewko-Garon's TD Waterhouse Experience May 2007 - October 2009
Job Regional Director, Operations Prairies at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  January 2010 - Present
TD Waterhouse   May 2007 - October 2009
BMO Bank of Montreal  November 2005 - May 2007
BMO Bank of Montreal  January 2002 - November 2005
Bank of Montreal  January 1999 - January 2002
Bank of Montreal  January 1997 - January 1999
Bank of Montreal  January 1994 - January 1997
Bank of Montreal  January 1993 - January 1994
Immigration Commission   January 1991 - January 1993
CIBC  January 1983 - January 1991

Skills
Performance Management, Team Leadership, Employee Engagement, Cross Functional Team..., Leading Change, Financial Analysis, Financial Reporting, Building Relationships, Operations Management, Private Banking, Office Administration, Investment Management, Compliance, Project Management, Risk Management, Communication Skills, Organizational..., Helping Clients Succeed, Customer Oriented, Service Management, Banking, Portfolio Management, Wealth Management, Investments, Financial Services, Credit, Change Management, Management, Financial Planning, Mortgage Lending, Mutual Funds

Education
CIM
Investment Management

CFP   1997 — 2000

Institute of Canadian Bankers (AICB)   1983 — 1989
Associate of ICB

Northern Alberta Institute of Technology   1981 — 1983
Business Administration diploma, Finance

Denzil High   1975 — 1981
High School diploma

Dev M. Patel Dev M. Patel Greater New York City Area Details
Dev M. Patel's TD Waterhouse Experience May 1998 - April 2006
Job New Accounts Supervision Principal at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2015 - Present
MetLife  November 2011 - April 2015
Sogo Trade   June 2009 - June 2011
E*TRADE Financial  June 2006 - June 2009
TD Waterhouse   May 1998 - April 2006
Olde Discount  1996 - 1998

Skills
Options, Series 7, Customer Service, Mutual Funds, Call Center, Investments, Equities, Banking, FINRA, Microsoft Word, Trading, Financial Services, Wealth Management, Series 63, Securities, Series 24, Call Centers, Fixed Income, Bloomberg, Derivatives

Education
New Jersey City University   1985 — 1993
BS, Accounting

New Jersey City University   1985 — 1993
Bachelor Of Science, Accounting

Jerry Gurevich Jerry Gurevich Greater New York City Area Details
Jerry Gurevich's TD Waterhouse Experience October 1993 - May 2006
Job Vice President Business Unit Controller at Fidelity
Industry Financial Services
Experience
Fidelity  February 2007 - Present
Lehman Brothers  May 2006 - February 2007
TD Waterhouse   October 1993 - May 2006

Education
Pace University - Lubin School of Business   1989 — 1993
BBA, Accounting

Max Groysman Max Groysman Woodbury, New York Details
Max Groysman's TD Waterhouse Experience January 1998 - December 2002
Job Regional Director at Jennifer Convertibles
Industry Furniture
Experience
Jennifer Convertibles  January 2015 - Present
Jennifer Convertibles (Ashley Furniture Homestore)   August 2013 - January 2015
Cozy Furniture   January 2003 - September 2012
US Exim Textile   May 2005 - September 2008
TD Waterhouse   January 1998 - December 2002

Skills
Sales, Web Design, Furniture, Windows, Research, Microsoft Office, Management, Project Management, Executive Management, Product Development, Negotiation, Graphic Design, Mentoring Of Staff, Retail, New Business Development, Strategic Planning, Merchandising, Sales Management, Purchasing, Customer Service, Team Building, Process Improvement, Leadership, Marketing, Sales Operations, Business Strategy, Budgets, Visual Merchandising, B2B, Operations Management

Education
Pace University   1997 — 2001
bs, information systems

Elizabeth Marchiano Elizabeth Marchiano Greater New York City Area Details
Elizabeth Marchiano's TD Waterhouse Experience November 2001 - March 2006
Job Procurement Services Professional
Industry Information Technology and Services
Experience
BNP Paribas Personal Finance  July 2007 - December 2007
TD Waterhouse   November 2001 - March 2006

Education
New York University   2001 — 2001
Fiance

Queensborough Community College
Associate

Prasannakumar Parigi Prasannakumar Parigi Greater New York City Area Details
Prasannakumar Parigi's TD Waterhouse Experience July 2004 - August 2006
Job Enterprise Technology Lead at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade  July 2006 - Present
TD Waterhouse   July 2004 - August 2006
IBM Global Services  February 1998 - July 2004

Skills
Architectures, IT Service Management, Software Development, Trading, Sun Certified Java..., Agile Methodologies, Architecture, Business Development, Java Enterprise Edition

Education
National Institute of Technology Tiruchirappalli   1991 — 1994
Masters in Computer Science, Compter Science

Nicole Schwartz Nicole Schwartz Toronto, Canada Area Details
Nicole Schwartz's TD Waterhouse Experience 2007 - Present
Job Associate Investment Advisor at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse   2007 - Present

Skills
Investments, Wealth Management, Bloomberg, Financial Modeling, Investment Strategies, Mutual Funds, Portfolio Management, Equities, Investment Advisory, Capital Markets, Derivatives, Financial Planning

Education
Queen's University   2010 — 2011
Master's of Finance, Finance, General

The University of Western Ontario   2000 — 2004
Bachelor's degree, Business Administration and Management, General

Dan Hernon Dan Hernon Edmonton, Canada Area Details
Dan Hernon's TD Waterhouse Experience October 2000 - June 2001
Job n/a at ATCO
Industry Internet
Experience
ATCO Gas  August 2012 - Present
ATCO Gas  April 2011 - August 2012
ATCO Gas  October 2008 - April 2011
MD Management  November 2005 - May 2007
TD  January 2003 - June 2005
TD  June 2001 - January 2003
TD Waterhouse   October 2000 - June 2001

Skills
Microsoft Office, Customer Service, Social Media, HTML, Microsoft Excel, Photoshop, JavaScript, Microsoft Word, Linux, Java

Education
Northern Alberta Institute of Technology   1998 — 2000
Diploma, Finance, General

Heather Carava Heather Carava Greater Chicago Area Details
Heather Carava's TD Waterhouse Experience January 2001 - September 2001
Job VP Alternative Investments at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company  December 2011 - Present
TD Ameritrade (formerly thinkorswim Inc.)   July 2006 - April 2010
TD Ameritrade (formerly thinkorswim Inc.)   April 2004 - July 2006
LaSalle St. Securities  November 2001 - April 2004
TD Waterhouse   January 2001 - September 2001
Prudential  May 2000 - December 2000

Skills
Problem Resolution, Quantitative Analysis, Retirements Knowledge, Operations Management, Financial Analysis, Asset Allocation, Process Improvement, Change Management, Series 7, Web Design, Series 63, Series 24, Investments, Options, Securities, Trading, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Strategic Financial..., Portfolio Management, Wealth Management, Series 65, Problem Solving

Education
University of Phoenix   2004 — 2006
MBA, Business Administration

University of Illinois at Urbana-Champaign   1998 — 2000
Bachelor of Arts, Economics

Parkland College   1995 — 1998
Associates, Accounting

Leopold Happi Leopold Happi Toronto, Canada Area Details
Leopold Happi's TD Waterhouse Experience November 2009 - Present
Job Investment Consultant & Financial Advisor at TD Bank
Industry Investment Management
Experience
TD  January 2014 - Present
TD Waterhouse   November 2009 - Present
TD Waterhouse   August 2008 - October 2009
TD Canada Trust  June 2008 - July 2008
TD Canada Trust  November 2006 - July 2008

Skills
Fixed Income, Mutual Funds, Derivatives, Wealth Management, Bloomberg, Options, Equity Trading, Retirement Planning, Financial Advisory, Trading Strategies, Portfolio Management, Investment Strategies, Financial Services, French, German, Public Speaking, Customer Service, Sales, Team Leadership, Coaching, Trading, Equity Derivatives, Equities, Financial Markets, Personal Financial..., ISM, ThomsonOne, Microsoft Excel, Bonds

Education
Canadian Securities Institute

Financial Planning Standard Counsel

H & R Block

Nipissing University

Andre Aekins Andre Aekins Greater New York City Area Details
Andre Aekins's TD Waterhouse Experience January 2000 - October 2002
Job
Industry Banking
Experience
Capital One  January 2014 - Present
The Cubbie Company/Tiecubbie.com   October 2012 - Present
Sotheby's  July 2012 - December 2012
Ernst & Young  May 2007 - July 2012
Reshape Fitness   October 2002 - May 2007
TD Waterhouse   January 2000 - October 2002
TD Waterhouse   January 1997 - January 2000

Education
New York University
Certificate

New York University
Bachelor of Science

The University of Connecticut
Master of Business Administration

CHARLES REDDICK III CHARLES REDDICK III Orlando, Florida Area Details
CHARLES REDDICK III's TD Waterhouse Experience 1999 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade  2009 - 2011
TIAA-CREF  2007 - 2009
TD Ameritrade  2003 - 2006
TD Waterhouse   1999 - 2003

Education
Mercy College

Lynn Hann-Ayyavoo Lynn Hann-Ayyavoo Toronto, Canada Area Details
Lynn Hann-Ayyavoo's TD Waterhouse Experience 1998 - 2003
Job
Industry Financial Services
Experience
The Northern Trust Company  July 2015 - Present
CIBC  June 2008 - August 2014
Mackie Research Capital  November 2006 - September 2007
IPC Securities Corp  2005 - 2007
TD Waterhouse   1998 - 2003

Education
Memorial University of Newfoundland
BA, Political Science

Jory Clebanoff Jory Clebanoff Greater Chicago Area Details
Jory Clebanoff's TD Waterhouse Experience August 1999 - March 2001
Job Market Manager Humana MarketPOINT
Industry Insurance
Experience
Humana Marketpoint  October 2003 - Present
IFS/ US Allianz Securities   April 2001 - May 2003
TD Waterhouse   August 1999 - March 2001

Skills
leader, articulate,..., Leadership, Selling, Insurance, Medicare, Health Insurance, Management, Customer Service, Strategic Planning, Life Insurance, Entrepreneurship, Term Life Insurance

Education
Northern Illinois University   1984 — 1989
BGS, Scientific Illustration

Diana Bourke, CFP, FMA Diana Bourke, CFP, FMA Ottawa, Canada Area Details
Diana Bourke, CFP, FMA's TD Waterhouse Experience October 2004 - September 2011
Job Senior Financial Consultant at MD Investment Management
Industry Financial Services
Experience
MD Investment Management   December 2011 - Present
TD Waterhouse   October 2004 - September 2011
Franklin Templeton Investments  January 2000 - 2002
Global Strategy   1999 - 2000
Talvest Fund Management  1996 - 1999
AIM Trimark Investments  1992 - 1996
Royal Trust  1988 - 1992

Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Wealth, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Certified Financial...

Education
Sotheby's Works of Art   1984 — 1986
Art History

Queen's University   1980 — 1984
BA Honors, Art History, Criticism and Conservation

Marianopolis College   1979 — 1980
Social Sciences

The Study School   1968 — 1979

Kirsten Co Kirsten Co Toronto, Canada Area Details
Kirsten Co's TD Waterhouse Experience May 2012 - September 2012
Job Business Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  January 2015 - Present
Sun Life Financial  May 2013 - January 2015
Laboratory of Dr. T. Ozolinš   December 2011 - December 2012
TD Waterhouse   May 2012 - September 2012
Direct IME   May 2011 - August 2011

Skills
Risk Management, Marketing, Underwriting, Financial Risk, Microsoft Excel, Microsoft Office, Insurance, Leadership

Education
Queen's University   2009 — 2013
B.Sc. (Hons), Life Sciences

Trinity College London
Licentiate degree, Piano Performance, Honours

The Royal Conservatory of Music
A.R.C.T., Piano Performance, Honours

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