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
Chris Williams Chris Williams's TD Waterhouse Experience January 1996 - January 2005
Job Driven IT Professional Fostering Innovation and Empowering Leaders to Effectively Manage IT Investments @CATechnologies
Industry Information Technology and Services
Experience
CA Technologies 2013 - Present
GFI Insurance Brokerage 2012 - 2013
Cook, Hall and Hyde Inc. January 2005 - September 2011
TD Waterhouse January 1996 - January 2005
Royce Investment Group January 1994 - January 1996
SUNY Oneonta January 1994 - August 1994
Skills
Leadership, New Business Development, Risk Management, Cloud Computing, Insurance, Strategic Partnerships, CRM, SaaS, IT Strategy, Salesforce.com, Financial Services, Sales Process, Strategic Planning, Solution Selling, Operations Management, Clarity PPM, Resource Management, Business Process..., Business Transformation, Project & Portfolio..., ROI Analysis, Nimsoft, What-if Analysis, Analysis, Business Application..., Cloud Security, Business Innovation, Social Selling, Social Networking, Lean Six Sigma, Capacity Planning, Agile Project Management, Project Management
Education
State University of New York College at Oneonta 1988 — 1993
BS, Business Economics
Hartford School of Insurance 2005 — 2005
CLCS, Risk Management
Northport High School 1985 — 1988
CA Technologies 2013 - Present
GFI Insurance Brokerage 2012 - 2013
Cook, Hall and Hyde Inc. January 2005 - September 2011
TD Waterhouse January 1996 - January 2005
Royce Investment Group January 1994 - January 1996
SUNY Oneonta January 1994 - August 1994
Skills
Leadership, New Business Development, Risk Management, Cloud Computing, Insurance, Strategic Partnerships, CRM, SaaS, IT Strategy, Salesforce.com, Financial Services, Sales Process, Strategic Planning, Solution Selling, Operations Management, Clarity PPM, Resource Management, Business Process..., Business Transformation, Project & Portfolio..., ROI Analysis, Nimsoft, What-if Analysis, Analysis, Business Application..., Cloud Security, Business Innovation, Social Selling, Social Networking, Lean Six Sigma, Capacity Planning, Agile Project Management, Project Management
Education
State University of New York College at Oneonta 1988 — 1993
BS, Business Economics
Hartford School of Insurance 2005 — 2005
CLCS, Risk Management
Northport High School 1985 — 1988
Peter Fairchild Peter Fairchild's TD Waterhouse Experience August 2001 - May 2006
Job Senior Vice President Operations & Administration at Covala Group
Industry Financial Services
Experience
NFP Executive Benefits November 2014 - Present
New York Life Insurance Company March 2010 - January 2014
New York Life Insurance Company November 2008 - March 2010
Independent Financial February 2007 - June 2008
TD Waterhouse August 2001 - May 2006
TD Waterhouse February 1994 - August 2001
Skills
CRM, Management, Leadership, Strategic Planning, Call Centers, Mutual Funds, Customer Service, Securities, Financial Services, Series 7, Wealth Management, Vendor Management, Strategy, Equities, Financial Markets, Investments, Visio, Call Center, Operations Management, Portfolio Management, Risk Management, Fixed Income, Product Training, Financial Modeling, Insurance, Alternative Investments, Cross Selling, Series 63, Training, Mentoring, Employee Engagement, Brokerage, Cisco VoIP, Hiring Personnel, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Change Management, Team Building, Team Leadership, Organizational..., Budgets, Banking, FINRA, Retirement, Financial Advisory, Trading, Customer Satisfaction, Relationship Management
Education
Southern Methodist University 1988 — 1992
History
Pomfret School 1984 — 1988
NFP Executive Benefits November 2014 - Present
New York Life Insurance Company March 2010 - January 2014
New York Life Insurance Company November 2008 - March 2010
Independent Financial February 2007 - June 2008
TD Waterhouse August 2001 - May 2006
TD Waterhouse February 1994 - August 2001
Skills
CRM, Management, Leadership, Strategic Planning, Call Centers, Mutual Funds, Customer Service, Securities, Financial Services, Series 7, Wealth Management, Vendor Management, Strategy, Equities, Financial Markets, Investments, Visio, Call Center, Operations Management, Portfolio Management, Risk Management, Fixed Income, Product Training, Financial Modeling, Insurance, Alternative Investments, Cross Selling, Series 63, Training, Mentoring, Employee Engagement, Brokerage, Cisco VoIP, Hiring Personnel, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Change Management, Team Building, Team Leadership, Organizational..., Budgets, Banking, FINRA, Retirement, Financial Advisory, Trading, Customer Satisfaction, Relationship Management
Education
Southern Methodist University 1988 — 1992
History
Pomfret School 1984 — 1988
Matthew Garcia Matthew Garcia's TD Waterhouse Experience August 2007 - December 2008
Job Manager, Commercial Banking at CIBC
Industry Banking
Experience
CIBC November 2014 - Present
CIBC March 2013 - November 2014
CIBC August 2010 - March 2013
TD Waterhouse August 2007 - December 2008
Skills
Credit Risk, Commercial Banking, Investments, Credit Analysis, Credit, Banking, Portfolio Management, Financial Risk, Financial Modeling, Financial Analysis, Commercial Lending, Loans, Capital Markets, Corporate Finance, Risk Management, Valuation
Education
Ryerson University 2007 — 2010
Bachelor of Commerce (BCom), Finance
CIBC November 2014 - Present
CIBC March 2013 - November 2014
CIBC August 2010 - March 2013
TD Waterhouse August 2007 - December 2008
Skills
Credit Risk, Commercial Banking, Investments, Credit Analysis, Credit, Banking, Portfolio Management, Financial Risk, Financial Modeling, Financial Analysis, Commercial Lending, Loans, Capital Markets, Corporate Finance, Risk Management, Valuation
Education
Ryerson University 2007 — 2010
Bachelor of Commerce (BCom), Finance
Jesamine Lim Jesamine Lim's TD Waterhouse Experience June 2012 - Present
Job Options Specialist at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse June 2012 - Present
TD Waterhouse July 2007 - June 2012
Milgram International March 2005 - July 2007
Second Cup May 2000 - May 2006
Skills
Banking, Bloomberg
Education
Seneca College of Applied Arts and Technology
Certificate in Business Studies
CIFFA Academy
Canadian International Freight Forwarders Association Certificate
Senator O'Connor College School
Ontario Secondary School Diploma
TD Waterhouse June 2012 - Present
TD Waterhouse July 2007 - June 2012
Milgram International March 2005 - July 2007
Second Cup May 2000 - May 2006
Skills
Banking, Bloomberg
Education
Seneca College of Applied Arts and Technology
Certificate in Business Studies
CIFFA Academy
Canadian International Freight Forwarders Association Certificate
Senator O'Connor College School
Ontario Secondary School Diploma
David Westerhout David Westerhout's TD Waterhouse Experience August 2003 - April 2006
Job Business Consultant helping advisors transition to independence and enhance their business
Industry Financial Services
Experience
TD Ameritrade Institutional January 2012 - Present
TD Ameritrade January 2009 - January 2012
TD Ameritrade May 2006 - December 2008
TD Waterhouse August 2003 - April 2006
TD Waterhouse January 2000 - July 2003
Skills
Mutual Funds, FINRA, Risk Management, Portfolio Management, Equities, Strategic Financial..., Strategy, Trading, Options, Series 63, Series 7, Relationship Management, Investment Advisory, Securities, Series 24, ETFs
Education
San Diego State University-California State University
TD Ameritrade Institutional January 2012 - Present
TD Ameritrade January 2009 - January 2012
TD Ameritrade May 2006 - December 2008
TD Waterhouse August 2003 - April 2006
TD Waterhouse January 2000 - July 2003
Skills
Mutual Funds, FINRA, Risk Management, Portfolio Management, Equities, Strategic Financial..., Strategy, Trading, Options, Series 63, Series 7, Relationship Management, Investment Advisory, Securities, Series 24, ETFs
Education
San Diego State University-California State University
Gerry Aguiar's TD Waterhouse Experience 2000 - 2003
Job Senior Support Rep at TD
Industry Information Technology and Services
Experience
TD September 2010 - February 2013
IBM Canada October 2003 - September 2010
TD Waterhouse 2000 - 2003
TD Bank 1997 - 2000
Skills
Business Analysis, Call Centers, Disaster Recovery, Project Management, Customer Service, Process Improvement, Customer Satisfaction, Active Directory, Troubleshooting, Business Requirements, SDLC, Vendor Management, Windows Server, Team Building, Microsoft Office, VMware, Requirements Gathering, Banking, Technical Support, Call Center, Leadership, Change Management, ITIL, Management, Software Documentation, Access, Analysis, TCP/IP, Telecommunications, Networking, Servers, Testing, Cisco Technologies, Information Technology, Infrastructure, IT Strategy, Security, IT Management, Requirements Analysis, Integration, Team Leadership, Network Administration, Risk Management, Switches, PMO
Education
OREA 2008 — 2009
Real Estate
Ryerson University 1997 — 2000
Telecommunications Management, Telecommunications
Seneca College of Applied Arts and Technology 1995 — 1997
Telecom, Information Technology, Management, Business and Finance Consulting, Electronics and Engineering Technology (Computers/Telecom)
TD September 2010 - February 2013
IBM Canada October 2003 - September 2010
TD Waterhouse 2000 - 2003
TD Bank 1997 - 2000
Skills
Business Analysis, Call Centers, Disaster Recovery, Project Management, Customer Service, Process Improvement, Customer Satisfaction, Active Directory, Troubleshooting, Business Requirements, SDLC, Vendor Management, Windows Server, Team Building, Microsoft Office, VMware, Requirements Gathering, Banking, Technical Support, Call Center, Leadership, Change Management, ITIL, Management, Software Documentation, Access, Analysis, TCP/IP, Telecommunications, Networking, Servers, Testing, Cisco Technologies, Information Technology, Infrastructure, IT Strategy, Security, IT Management, Requirements Analysis, Integration, Team Leadership, Network Administration, Risk Management, Switches, PMO
Education
OREA 2008 — 2009
Real Estate
Ryerson University 1997 — 2000
Telecommunications Management, Telecommunications
Seneca College of Applied Arts and Technology 1995 — 1997
Telecom, Information Technology, Management, Business and Finance Consulting, Electronics and Engineering Technology (Computers/Telecom)
Colin Perdue Colin Perdue's TD Waterhouse Experience April 2000 - January 2001
Job Vice President, Debt Capital Markets at TD Securities
Industry Banking
Experience
TD Securities January 2009 - Present
TD Securities July 2006 - December 2008
TD Securities September 2005 - June 2006
TD Securities April 2004 - September 2005
TD Waterhouse April 2000 - January 2001
Skills
Capital Markets, Fixed Income, Funding, Investments, Banking, Risk Management, Trading, Money Market, FX Options, Portfolio Management, Foreign Exchange, Derivatives, Credit
Education
Ryerson University 1999 — 2003
BACHELOR OF COMMERCE (B.COM), FINANCE
TD Securities January 2009 - Present
TD Securities July 2006 - December 2008
TD Securities September 2005 - June 2006
TD Securities April 2004 - September 2005
TD Waterhouse April 2000 - January 2001
Skills
Capital Markets, Fixed Income, Funding, Investments, Banking, Risk Management, Trading, Money Market, FX Options, Portfolio Management, Foreign Exchange, Derivatives, Credit
Education
Ryerson University 1999 — 2003
BACHELOR OF COMMERCE (B.COM), FINANCE
Randolph Hawkins Randolph Hawkins's TD Waterhouse Experience 2000 - 2003
Job Loan IQ Technical Analyst at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation October 2010 - Present
Wachovia, A Wells Fargo Company September 2009 - October 2010
Metlife Bank May 2009 - September 2009
Societe Generale March 2007 - October 2008
Credit Suisse July 2006 - March 2007
TD Waterhouse Investor Services May 2003 - July 2006
TD Waterhouse 2000 - 2003
Solomon Smith Barney June 1998 - June 2000
Skills
Loans, Banking, Back Office, Credit Risk, SWIFT payments, Derivatives, Business Analysis, Business Requirements, SDLC, Financial Services, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Process Improvement, Business Intelligence, Project Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor's degree, Economics
Sumitomo Mitsui Banking Corporation October 2010 - Present
Wachovia, A Wells Fargo Company September 2009 - October 2010
Metlife Bank May 2009 - September 2009
Societe Generale March 2007 - October 2008
Credit Suisse July 2006 - March 2007
TD Waterhouse Investor Services May 2003 - July 2006
TD Waterhouse 2000 - 2003
Solomon Smith Barney June 1998 - June 2000
Skills
Loans, Banking, Back Office, Credit Risk, SWIFT payments, Derivatives, Business Analysis, Business Requirements, SDLC, Financial Services, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Process Improvement, Business Intelligence, Project Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor's degree, Economics
Jon AsdourianSCERS,CHSIII,CISH,ACE,DFCP,GREM Jon AsdourianSCERS,CHSIII,CISH,ACE,DFCP,GREM's TD Waterhouse Experience May 2004 - February 2006
Job Security Engineer/Senior Forensics Investigator
Industry Telecommunications
Experience
Verizon Wireless February 2006 - December 2014
Verizon February 2006 - December 2014
Verizon February 2006 - December 2014
TD Waterhouse May 2004 - February 2006
Skills
Computer Forensics, Training, Incident Response, EnCase, Malware Analysis, Incident Handling, Security, Computer Security, Firewalls, Fraud, IDS, Information Security
Education
Stevens Institute of Technology 2008 — 2010
MSIS, Information Systems
Troy University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Math
Verizon Wireless February 2006 - December 2014
Verizon February 2006 - December 2014
Verizon February 2006 - December 2014
TD Waterhouse May 2004 - February 2006
Skills
Computer Forensics, Training, Incident Response, EnCase, Malware Analysis, Incident Handling, Security, Computer Security, Firewalls, Fraud, IDS, Information Security
Education
Stevens Institute of Technology 2008 — 2010
MSIS, Information Systems
Troy University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Math
Bryan Herbert Bryan Herbert's TD Waterhouse Experience October 2010 - March 2011
Job Account Manager @ CDW
Industry Information Technology and Services
Experience
CDW January 2012 - Present
Scotiabank March 2011 - November 2011
TD Waterhouse October 2010 - March 2011
Royal Bank of Canada May 2007 - June 2009
Primerica Financial Services October 2006 - May 2007
Skills
Management, Accounting, Sales Process, Relationship Management, Direct Sales, Cold Calling, Solution Selling, Business Development, CRM, New Business Development, Salesforce.com, Selling, Team Leadership, Sales Operations, Sales Presentations
Education
Sheridan College 2009 — 2010
FINP, Financial Planning
Sheridan College 2009 — 2010
CPH, Securities
Sheridan College 2009 — 2010
CSC, Securities
Western University 2001 — 2006
BA, Economics
CDW January 2012 - Present
Scotiabank March 2011 - November 2011
TD Waterhouse October 2010 - March 2011
Royal Bank of Canada May 2007 - June 2009
Primerica Financial Services October 2006 - May 2007
Skills
Management, Accounting, Sales Process, Relationship Management, Direct Sales, Cold Calling, Solution Selling, Business Development, CRM, New Business Development, Salesforce.com, Selling, Team Leadership, Sales Operations, Sales Presentations
Education
Sheridan College 2009 — 2010
FINP, Financial Planning
Sheridan College 2009 — 2010
CPH, Securities
Sheridan College 2009 — 2010
CSC, Securities
Western University 2001 — 2006
BA, Economics
Debbie Eng, CBAP Debbie Eng, CBAP's TD Waterhouse Experience July 1999 - January 2006
Job Business Systems Analysis Manager/Specialist at Deloitte Touche Tohmatsu Limited
Industry Information Technology and Services
Experience
Deloitte Touche Tohmatsu Limited September 2013 - Present
Deloitte Touche Tohmatsu Limited October 2006 - September 2013
TD Ameritrade January 2006 - October 2006
TD Waterhouse July 1999 - January 2006
Skills
Business Analysis, SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Vendor Management, Visio, User Acceptance Testing, Software Documentation, Software Project..., Project Management, Data Analysis, Testing, Business Process..., Business Process, IT Strategy, Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA in Psychology & minor in Computer Science
Deloitte Touche Tohmatsu Limited September 2013 - Present
Deloitte Touche Tohmatsu Limited October 2006 - September 2013
TD Ameritrade January 2006 - October 2006
TD Waterhouse July 1999 - January 2006
Skills
Business Analysis, SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Vendor Management, Visio, User Acceptance Testing, Software Documentation, Software Project..., Project Management, Data Analysis, Testing, Business Process..., Business Process, IT Strategy, Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA in Psychology & minor in Computer Science
Jason Yim's TD Waterhouse Experience September 2010 - May 2012
Job Investment Advisor Transition Associate, TD Wealth
Industry Financial Services
Experience
TD Wealth February 2013 - Present
CCYAA (Steve Nash Basketball Camp) October 2012 - Present
Tanknology May 2012 - February 2013
TD Waterhouse September 2010 - May 2012
Research House March 2010 - September 2010
Ryerson University SOS January 2010 - May 2010
Ryerson January 2010 - April 2010
Skills
Analysis, French, Research, Public Speaking, Teamwork, Time Management, Marketing Research, Auditing, Sales, Management, Customer Service, Microsoft Office, Strategic Financial..., Microsoft Excel, Project Management, Team Leadership, Strategic Planning, PowerPoint, Marketing, Business Development, Market Research
Education
CERAM Sophia Antipolis 2010 — 2010
Grande Ecole, Finance et Marketing
Canadian Securities Course (CSC) 2006 — 2010
Bachelor's Degree, Finance
Ryerson Polytechnic University 2006 — 2010
Bachelor's Degree, Finance Major, Marketing Minor
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance, Marketing Minor
Ted Rogers School of Management 2006 — 2010
Bachelor of Commerce, Finance; Marketing
Newtonbrook Secondary School 2002 — 2006
JuneOntario Secondary School
Diploma (O.S.S.D), Bilingual Diploma
TD Wealth February 2013 - Present
CCYAA (Steve Nash Basketball Camp) October 2012 - Present
Tanknology May 2012 - February 2013
TD Waterhouse September 2010 - May 2012
Research House March 2010 - September 2010
Ryerson University SOS January 2010 - May 2010
Ryerson January 2010 - April 2010
Skills
Analysis, French, Research, Public Speaking, Teamwork, Time Management, Marketing Research, Auditing, Sales, Management, Customer Service, Microsoft Office, Strategic Financial..., Microsoft Excel, Project Management, Team Leadership, Strategic Planning, PowerPoint, Marketing, Business Development, Market Research
Education
CERAM Sophia Antipolis 2010 — 2010
Grande Ecole, Finance et Marketing
Canadian Securities Course (CSC) 2006 — 2010
Bachelor's Degree, Finance
Ryerson Polytechnic University 2006 — 2010
Bachelor's Degree, Finance Major, Marketing Minor
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance, Marketing Minor
Ted Rogers School of Management 2006 — 2010
Bachelor of Commerce, Finance; Marketing
Newtonbrook Secondary School 2002 — 2006
JuneOntario Secondary School
Diploma (O.S.S.D), Bilingual Diploma
Joshua Michor's TD Waterhouse Experience September 2010 - March 2012
Job Account Manager at TD
Industry Banking
Experience
TD January 2014 - Present
Ryerson University Economics Alumni Association (REAA) August 2012 - Present
TD March 2013 - January 2014
TD Bank Group February 2012 - March 2013
TD Waterhouse September 2010 - March 2012
Ryerson University September 2010 - May 2011
TD Canada Trust May 2008 - August 2010
Ryerson University September 2008 - March 2010
Levi Strauss & Co. October 2007 - May 2008
Starbucks Coffee Company June 2006 - September 2007
Skills
Customer Experience, Multitasker, Attention To Detail, Time Management, Sales Process, Charitable Giving, Results Oriented, Team Player, Transparency, Teamwork, Goal Oriented, Leadership, Customer Satisfaction, Customer Service, Program Management, Finance, Credit, Sales, Banking, Financial Analysis, Financial Services, Management, Team Leadership, Microsoft Office
Education
Ryerson University 2007 — 2011
BA, International Economics and Finance
Ancaster High School 2002 — 2006
Diploma, Calculus, English, Statistics, Business, Accounting
TD January 2014 - Present
Ryerson University Economics Alumni Association (REAA) August 2012 - Present
TD March 2013 - January 2014
TD Bank Group February 2012 - March 2013
TD Waterhouse September 2010 - March 2012
Ryerson University September 2010 - May 2011
TD Canada Trust May 2008 - August 2010
Ryerson University September 2008 - March 2010
Levi Strauss & Co. October 2007 - May 2008
Starbucks Coffee Company June 2006 - September 2007
Skills
Customer Experience, Multitasker, Attention To Detail, Time Management, Sales Process, Charitable Giving, Results Oriented, Team Player, Transparency, Teamwork, Goal Oriented, Leadership, Customer Satisfaction, Customer Service, Program Management, Finance, Credit, Sales, Banking, Financial Analysis, Financial Services, Management, Team Leadership, Microsoft Office
Education
Ryerson University 2007 — 2011
BA, International Economics and Finance
Ancaster High School 2002 — 2006
Diploma, Calculus, English, Statistics, Business, Accounting
Rachell Lara Rachell Lara's TD Waterhouse Experience 1999 - 2001
Job Helping people build their best lives through real estate.
Industry Real Estate
Experience
Keller Williams Realty May 2011 - Present
Coldwell Banker Premier Properties August 2007 - May 2011
TD Waterhouse 1999 - 2001
Skills
Relocation Buyers, First Time Home Buyers, Residential Homes, Move Up Buyers, Relocation, Negotiation, Listing Homes, Seller Representation, Referrals, Vacation Homes, REO, Investment Properties, Investors, Sellers, Real Estate, Real Property, Senior Real Estate, Real Estate Investing, Single Family Homes, SFR, Listings, Real Estate Transactions, Townhomes, Buyers, Condos, New Home Sales, Property Management, New Homes, Short Sales, Leadership, Waterfront, Rentals, 1031 Exchanges, National Association of..., Income Properties, Seniors, Lead Generation, Second Homes, Luxury Homes, San Diego Real Estate
Education
San Diego State University-California State University
Finance, General
Keller Williams Realty May 2011 - Present
Coldwell Banker Premier Properties August 2007 - May 2011
TD Waterhouse 1999 - 2001
Skills
Relocation Buyers, First Time Home Buyers, Residential Homes, Move Up Buyers, Relocation, Negotiation, Listing Homes, Seller Representation, Referrals, Vacation Homes, REO, Investment Properties, Investors, Sellers, Real Estate, Real Property, Senior Real Estate, Real Estate Investing, Single Family Homes, SFR, Listings, Real Estate Transactions, Townhomes, Buyers, Condos, New Home Sales, Property Management, New Homes, Short Sales, Leadership, Waterfront, Rentals, 1031 Exchanges, National Association of..., Income Properties, Seniors, Lead Generation, Second Homes, Luxury Homes, San Diego Real Estate
Education
San Diego State University-California State University
Finance, General
Veda Singh CFP,PFP Veda Singh CFP,PFP's TD Waterhouse Experience September 1999 - November 2007
Job Manager Client Business Support at Tangerine
Industry Financial Services
Experience
Tangerine December 2013 - Present
Mackenzie Investments April 2012 - December 2013
Canadian Imperial Bank of Commerce February 2008 - August 2011
TD Waterhouse September 1999 - November 2007
TD Canada Trust 1998 - 1999
TD Canada Trust 1997 - 1998
TD Canada Trust 1994 - 1997
Skills
Sales Management, Operations Management, Strategic Planning, Risk Management, Team Leadership, Product Management, Relationship Management, Coaching, Branch Management, Human Resources, Trust Management, Mutual Funds, Vendor Management, Problem Solving, Business Analysis, Investments, Financial Analysis, Analysis, Securities, Process Improvement, Customer Service, Portfolio Management, Leadership, Teamwork, Program Management, CRM, Financial Services, Banking, Wealth Management, Credit, Project Management, Time Management, Finance, Financial Risk, Executive Management, Retail Banking, Sales, Call Centers, Talent Management, Business Process..., Strategy, Equities, Business Requirements, Change Management, Fixed Income, Back Office, Requirements Gathering, Strategic Financial..., Negotiation
Education
CMA Ontario 2011 — 2011
Fundamentals of Enterprise Risk Management
Financial Planners Standards Council of Canada 1995 — 1997
Certified Financial Planner, CFP
Ryerson University 1984 — 1987
Canadian Securities Institute
Canadian Securities, Canadian Operations Course, Partners. Directors & Qualifying Course (PDO)
Tangerine December 2013 - Present
Mackenzie Investments April 2012 - December 2013
Canadian Imperial Bank of Commerce February 2008 - August 2011
TD Waterhouse September 1999 - November 2007
TD Canada Trust 1998 - 1999
TD Canada Trust 1997 - 1998
TD Canada Trust 1994 - 1997
Skills
Sales Management, Operations Management, Strategic Planning, Risk Management, Team Leadership, Product Management, Relationship Management, Coaching, Branch Management, Human Resources, Trust Management, Mutual Funds, Vendor Management, Problem Solving, Business Analysis, Investments, Financial Analysis, Analysis, Securities, Process Improvement, Customer Service, Portfolio Management, Leadership, Teamwork, Program Management, CRM, Financial Services, Banking, Wealth Management, Credit, Project Management, Time Management, Finance, Financial Risk, Executive Management, Retail Banking, Sales, Call Centers, Talent Management, Business Process..., Strategy, Equities, Business Requirements, Change Management, Fixed Income, Back Office, Requirements Gathering, Strategic Financial..., Negotiation
Education
CMA Ontario 2011 — 2011
Fundamentals of Enterprise Risk Management
Financial Planners Standards Council of Canada 1995 — 1997
Certified Financial Planner, CFP
Ryerson University 1984 — 1987
Canadian Securities Institute
Canadian Securities, Canadian Operations Course, Partners. Directors & Qualifying Course (PDO)
Parisa Pourangrad's TD Waterhouse Experience December 2005 - December 2006
Job Reporting Analyst at Manulife
Industry Banking
Experience
Manulife October 2014 - Present
Scotia Capital, Global Wholesale Services July 2008 - October 2013
Scotia Bank December 2007 - July 2008
Scotia Bank June 2007 - November 2007
TD Waterhouse December 2005 - December 2006
CITI Financial February 2004 - December 2005
Tejarat Bank March 2002 - February 2004
Intelligent Language Institute February 1998 - March 2002
Skills
Analysis, Software Documentation, Capital Markets, Project Management, Databases, Accounting, Training, Microsoft Office, Customer Service, Banking, Derivatives, Business Analysis, Risk Management, Credit, Access, CRM, Financial Analysis, Financial Modeling, Management, SQL, SAS, SDLC, Research, Team Leadership, Credit Risk, Teamwork
Education
Ryerson University 2008 — 2011
Cratification, Business Analysis, 4.5
Shahid Beheshti University
Bachelor of Science, Statistics; Business Analysis
Manulife October 2014 - Present
Scotia Capital, Global Wholesale Services July 2008 - October 2013
Scotia Bank December 2007 - July 2008
Scotia Bank June 2007 - November 2007
TD Waterhouse December 2005 - December 2006
CITI Financial February 2004 - December 2005
Tejarat Bank March 2002 - February 2004
Intelligent Language Institute February 1998 - March 2002
Skills
Analysis, Software Documentation, Capital Markets, Project Management, Databases, Accounting, Training, Microsoft Office, Customer Service, Banking, Derivatives, Business Analysis, Risk Management, Credit, Access, CRM, Financial Analysis, Financial Modeling, Management, SQL, SAS, SDLC, Research, Team Leadership, Credit Risk, Teamwork
Education
Ryerson University 2008 — 2011
Cratification, Business Analysis, 4.5
Shahid Beheshti University
Bachelor of Science, Statistics; Business Analysis
Mahesh Dalwadi Mahesh Dalwadi's TD Waterhouse Experience March 2008 - September 2009
Job Library and Record Management Professional
Industry Government Administration
Experience
ServiceOntario, Ministry of Government Services August 2010 - Present
MINISTRY OF GOVERNMENT SERVICES, GOVERNMENT March 2010 - September 2010
The Xerox Corporation June 2009 - August 2010
CIBC September 2009 - March 2010
TD Waterhouse March 2008 - September 2009
BELLMERE JUNIOR PUBLIC SCHOOL September 2007 - March 2008
TJ PATEL INSTITUTE OF COMMERCE June 2002 - January 2007
GCET Science & Technology Institute January 1997 - January 2002
Skills
Information Management, Records Management, Government, Knowledge Management, Research, Library, Management
Education
Sardar Patel University 1996 — 1998
Master Degree; Department; Bachelor, Library and Information Science; Library & Information Science
ServiceOntario, Ministry of Government Services August 2010 - Present
MINISTRY OF GOVERNMENT SERVICES, GOVERNMENT March 2010 - September 2010
The Xerox Corporation June 2009 - August 2010
CIBC September 2009 - March 2010
TD Waterhouse March 2008 - September 2009
BELLMERE JUNIOR PUBLIC SCHOOL September 2007 - March 2008
TJ PATEL INSTITUTE OF COMMERCE June 2002 - January 2007
GCET Science & Technology Institute January 1997 - January 2002
Skills
Information Management, Records Management, Government, Knowledge Management, Research, Library, Management
Education
Sardar Patel University 1996 — 1998
Master Degree; Department; Bachelor, Library and Information Science; Library & Information Science
Dijana Visnjevac Dijana Visnjevac's TD Waterhouse Experience February 2011 - Present
Job IT Solution Developer /Tech Lead at TD Waterhouse
Industry Information Technology and Services
Experience
TD Waterhouse February 2011 - Present
TD Waterhouse May 2008 - January 2011
http://www.weight-loss-choice.com/ May 2007 - May 2008
Flynn Canada Ltd., December 2005 - May 2007
Skills
Testing, Integration, SDLC, VBA, SharePoint, Microsoft SQL Server, Software Documentation, Visual Basic
Education
Seneca College of Applied Arts and Technology 1999 — 2001
Computer Programming and Analysis
University of Sarajevo - Faculty of Electrical Engineering 1990 — 1993
Automation Engineering
TECHNICAL SCHOOL JAROSLAV CERNI 1987 — 1991
Automations and Computer Technology
TD Waterhouse February 2011 - Present
TD Waterhouse May 2008 - January 2011
http://www.weight-loss-choice.com/ May 2007 - May 2008
Flynn Canada Ltd., December 2005 - May 2007
Skills
Testing, Integration, SDLC, VBA, SharePoint, Microsoft SQL Server, Software Documentation, Visual Basic
Education
Seneca College of Applied Arts and Technology 1999 — 2001
Computer Programming and Analysis
University of Sarajevo - Faculty of Electrical Engineering 1990 — 1993
Automation Engineering
TECHNICAL SCHOOL JAROSLAV CERNI 1987 — 1991
Automations and Computer Technology
Anne Scovel Anne Scovel's TD Waterhouse Experience 2003 - 2005
Job Plant Specialist/Customer Service Representative at Walter Andersen Nursery
Industry
Experience
Richard Heath and Associates, Inc. (RHA) August 2013 - March 2014
American Solar Direct Inc. November 2012 - July 2013
TD Ameritrade 2005 - 2011
TD Waterhouse 2003 - 2005
TD Waterhouse 2000 - 2003
TD Waterhouse 1999 - 2000
Skills
Leadership, Equities, Customer Service, Bloomberg, Securities, Mergers & Acquisitions, Public Speaking, Social Media, Management, Microsoft Office, Trading, Budgets, Series 7, Strategic Planning, Program Management, Sales
Education
San Diego State University, College of Extended Studies 2012 — 2012
Professional Certificate in Water Management & Landscape Sustainability
San Diego Continuing Education 2011 — 2011
120 Hour Green Building Program
University of California, Santa Barbara 1994 — 1999
BA, Sociology
Richard Heath and Associates, Inc. (RHA) August 2013 - March 2014
American Solar Direct Inc. November 2012 - July 2013
TD Ameritrade 2005 - 2011
TD Waterhouse 2003 - 2005
TD Waterhouse 2000 - 2003
TD Waterhouse 1999 - 2000
Skills
Leadership, Equities, Customer Service, Bloomberg, Securities, Mergers & Acquisitions, Public Speaking, Social Media, Management, Microsoft Office, Trading, Budgets, Series 7, Strategic Planning, Program Management, Sales
Education
San Diego State University, College of Extended Studies 2012 — 2012
Professional Certificate in Water Management & Landscape Sustainability
San Diego Continuing Education 2011 — 2011
120 Hour Green Building Program
University of California, Santa Barbara 1994 — 1999
BA, Sociology
Don Mcleman Don Mcleman's TD Waterhouse Experience 1998 - 2006
Job Hosting/Design Entrepreneur
Industry Information Technology and Services
Experience
Clearimaging Inc. November 2007 - Present
Apollo Hosting June 2006 - November 2009
Apollo Hosting 2003 - 2007
Apollo Hosting October 2003 - June 2006
TD Waterhouse 1998 - 2006
TD Waterhouse 1998 - 2006
TD Waterhouse 1998 - 2006
TD Waterhouse January 1999 - June 2003
Uniworld Group Inc December 2000 - February 2002
Skills
Data Center, Virtualization, Cloud Computing, Linux, SQL, Active Directory, Servers, Perl, VoIP, PHP, Software Installation, IIS, IT Management, Troubleshooting, Microsoft Exchange, Security, Cluster, Information Technology, Team Leadership, Disaster Recovery, Project Management, System Deployment, Microsoft SQL Server, Windows Server, Technical Support, XP, Windows, Vendor Management, Infrastructure, Databases, VMware, ITIL, Management, MySQL, System Administration, Integration, DNS, Outsourcing, Windows XP
Education
State University of New York at Delhi 1995 — 1997
AAS, Marketing
State University of New York College at Oneonta 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Clearimaging Inc. November 2007 - Present
Apollo Hosting June 2006 - November 2009
Apollo Hosting 2003 - 2007
Apollo Hosting October 2003 - June 2006
TD Waterhouse 1998 - 2006
TD Waterhouse 1998 - 2006
TD Waterhouse 1998 - 2006
TD Waterhouse January 1999 - June 2003
Uniworld Group Inc December 2000 - February 2002
Skills
Data Center, Virtualization, Cloud Computing, Linux, SQL, Active Directory, Servers, Perl, VoIP, PHP, Software Installation, IIS, IT Management, Troubleshooting, Microsoft Exchange, Security, Cluster, Information Technology, Team Leadership, Disaster Recovery, Project Management, System Deployment, Microsoft SQL Server, Windows Server, Technical Support, XP, Windows, Vendor Management, Infrastructure, Databases, VMware, ITIL, Management, MySQL, System Administration, Integration, DNS, Outsourcing, Windows XP
Education
State University of New York at Delhi 1995 — 1997
AAS, Marketing
State University of New York College at Oneonta 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
David Titus's TD Waterhouse Experience April 2001 - September 2005
Job Training & Development Director, eLearning & Technical Design & Delivery
Industry Financial Services
Experience
CIBC Wood Gundy May 2014 - Present
TD Wealth Management April 2012 - May 2014
TD Bank Group April 2009 - May 2014
TD Wealth Management May 2006 - April 2009
TD Wealth Management September 2005 - June 2006
TD Waterhouse April 2001 - September 2005
TD Waterhouse Discount Brokerage May 2000 - April 2001
Skills
Strategic Communications, Business Relationship..., Partner Relationship..., Vendor Relations, Mentoring Of Staff, Customer Negotiations, Supplier Negotiations, Organizational..., Team Leadership, Business Analytics, Creative Problem Solving, Teamwork, Business Process, Negotiation, Partner Management, Wealth Management, Fixed Income, Investments, Mutual Funds, Coaching, Business Development, Management, CRM, Retirement Planning, Portfolio Management, Financial Advisory, Banking, Equities, Wealth, Relationship Management, Financial Planning, Risk Management
Education
Seneca College of Applied Arts and Technology 1993 — 1997
Diploma, Accounting
CIBC Wood Gundy May 2014 - Present
TD Wealth Management April 2012 - May 2014
TD Bank Group April 2009 - May 2014
TD Wealth Management May 2006 - April 2009
TD Wealth Management September 2005 - June 2006
TD Waterhouse April 2001 - September 2005
TD Waterhouse Discount Brokerage May 2000 - April 2001
Skills
Strategic Communications, Business Relationship..., Partner Relationship..., Vendor Relations, Mentoring Of Staff, Customer Negotiations, Supplier Negotiations, Organizational..., Team Leadership, Business Analytics, Creative Problem Solving, Teamwork, Business Process, Negotiation, Partner Management, Wealth Management, Fixed Income, Investments, Mutual Funds, Coaching, Business Development, Management, CRM, Retirement Planning, Portfolio Management, Financial Advisory, Banking, Equities, Wealth, Relationship Management, Financial Planning, Risk Management
Education
Seneca College of Applied Arts and Technology 1993 — 1997
Diploma, Accounting
Paul Vienick Paul Vienick's TD Waterhouse Experience August 1992 - January 2003
Job Managing Director at Merrill Lynch/Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2010 - Present
E*TRADE Financial January 2003 - January 2011
TD Waterhouse August 1992 - January 2003
Education
State University of New York College at Oswego 1987 — 1991
BS, Accounting
Merrill Edge December 2010 - Present
E*TRADE Financial January 2003 - January 2011
TD Waterhouse August 1992 - January 2003
Education
State University of New York College at Oswego 1987 — 1991
BS, Accounting
Ryan Stott, CFP, FMA, CSWP Ryan Stott, CFP, FMA, CSWP's TD Waterhouse Experience April 2005 - Present
Job Financial Planner at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse April 2005 - Present
Meridian Credit Union November 1995 - April 2005
Skills
Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Securities, Retirement, Wealth Management, Insurance, Finance, Life Insurance, Wealth, Financial Analysis, Critical Illness, Investment Strategies, Investment Advisory, Wealth Management..., Asset Allocation, Financial Advisory
Education
Seneca College of Applied Arts and Technology 1992 — 1994
TD Waterhouse April 2005 - Present
Meridian Credit Union November 1995 - April 2005
Skills
Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Securities, Retirement, Wealth Management, Insurance, Finance, Life Insurance, Wealth, Financial Analysis, Critical Illness, Investment Strategies, Investment Advisory, Wealth Management..., Asset Allocation, Financial Advisory
Education
Seneca College of Applied Arts and Technology 1992 — 1994
Eric Tighe Eric Tighe's TD Waterhouse Experience April 1999 - February 2006
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2013 - Present
ATEL Securities October 2011 - February 2013
Franklin Templeton Investments May 2006 - February 2009
TD Waterhouse April 1999 - February 2006
Skills
Microsoft Office, CRM software, ADP, Equities, Bonds, Marketing, Sales, Database Administration, Investments, Securities, Financial Advisory, Series 7, Portfolio Management, Business Development, CRM, Mutual Funds, ADP Payroll, Asset Management, Management, Finance, Asset Allocation, Tactical Asset...
Education
San Diego State University-California State University 1992 — 1995
BS, Finance
Merrill Edge March 2013 - Present
ATEL Securities October 2011 - February 2013
Franklin Templeton Investments May 2006 - February 2009
TD Waterhouse April 1999 - February 2006
Skills
Microsoft Office, CRM software, ADP, Equities, Bonds, Marketing, Sales, Database Administration, Investments, Securities, Financial Advisory, Series 7, Portfolio Management, Business Development, CRM, Mutual Funds, ADP Payroll, Asset Management, Management, Finance, Asset Allocation, Tactical Asset...
Education
San Diego State University-California State University 1992 — 1995
BS, Finance
Ricardo Rivera's TD Waterhouse Experience 1994 - 2002
Job Vice President at Dynamic Security
Industry Security and Investigations
Experience
Dynamic Security December 2014 - Present
Rutgers University Newark and Rutgers Biomedical and Health Sciences June 2009 - December 2014
GuardMe Security March 2007 - June 2009
PWT Technologies January 1999 - March 2007
TD Waterhouse 1994 - 2002
Skills
Mergers & Acquisitions, First Time Home Buyers, New Business Development, Sales, Microsoft Excel, Property Management, Property, Contract Negotiation, Microsoft Office, Public Relations, Research, Public Speaking, Community Outreach, Strategic Planning, Outlook, Customer Service, Team Building, Marketing Strategy, Marketing, Leadership, Event Planning, Negotiation, Management, Real Estate, Security System Design, Security Systems...
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (MBA), Finance - Executive MBA
Dynamic Security December 2014 - Present
Rutgers University Newark and Rutgers Biomedical and Health Sciences June 2009 - December 2014
GuardMe Security March 2007 - June 2009
PWT Technologies January 1999 - March 2007
TD Waterhouse 1994 - 2002
Skills
Mergers & Acquisitions, First Time Home Buyers, New Business Development, Sales, Microsoft Excel, Property Management, Property, Contract Negotiation, Microsoft Office, Public Relations, Research, Public Speaking, Community Outreach, Strategic Planning, Outlook, Customer Service, Team Building, Marketing Strategy, Marketing, Leadership, Event Planning, Negotiation, Management, Real Estate, Security System Design, Security Systems...
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (MBA), Finance - Executive MBA
Robert Perez Robert Perez's TD Waterhouse Experience March 2001 - December 2004
Job Senior IT Manager | Product Management | CTO | Financial Services | Electronic Trading
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Gain Capital May 2011 - October 2014
ICAP Group Inc January 2005 - April 2011
TD Waterhouse March 2001 - December 2004
Merrill Lynch July 1992 - March 2001
Skills
Electronic Trading, Trading, Trading Systems, Risk Management, Market Data, FX trading, Strategy, Financial Services, SDLC, Portfolio Management, Agile Methodologies, XML, Foreign Exchange, UML, Project Managers, C++, Product Management, Java, Business Analysis, Pragmatic Marketing..., .NET, Product Development, Fixed Income, FX Trading, Management
Education
Fairleigh Dickinson University-Metropolitan Campus 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Seton Hall University 1989 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
JPMorgan Chase & Co. May 2015 - Present
Gain Capital May 2011 - October 2014
ICAP Group Inc January 2005 - April 2011
TD Waterhouse March 2001 - December 2004
Merrill Lynch July 1992 - March 2001
Skills
Electronic Trading, Trading, Trading Systems, Risk Management, Market Data, FX trading, Strategy, Financial Services, SDLC, Portfolio Management, Agile Methodologies, XML, Foreign Exchange, UML, Project Managers, C++, Product Management, Java, Business Analysis, Pragmatic Marketing..., .NET, Product Development, Fixed Income, FX Trading, Management
Education
Fairleigh Dickinson University-Metropolitan Campus 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Seton Hall University 1989 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
Veronica Wang's TD Waterhouse Experience November 2011 - July 2012
Job Financial Advisor at CIBC Imperial Services
Industry Banking
Experience
CIBC Imperial Services August 2012 - November 2013
TD Waterhouse November 2011 - July 2012
TD Canada Trust 2010 - November 2011
DASHANG REAL ESTATE LIMITED COMPANY February 2008 - May 2009
Jin Jiang International Hotel Group September 2008 - December 2008
YUNNAN UNIVERSITY September 2006 - July 2008
YUNNAN UNIVERSITY September 2006 - July 2008
YUNNAN UNIVERSITY November 2005 - July 2007
Skills
Inside Sales, Customer Service, Complaints Handling, Investments, Analysis, Coordination, Business Planning, Event Management, Negotiation, Banking, Credit, Finance, Financial Analysis, Financial Services, Leadership, Management, Marketing Strategy, Portfolio Management, Process Improvement, Residential Mortgages, Risk Management, Sales, Sales Management, Strategic Financial..., Team Management, Wealth Management
Education
Canadian Securities Institute 2012 — 2015
CSC, CPH & WME
CFA Institute 2010 — 2014
Level II Candidate
Simon Fraser University 2009 — 2011
Master, Master of Business Administration
Yunnan University 2005 — 2009
Bachelor of Science, Environmental Science
CIBC Imperial Services August 2012 - November 2013
TD Waterhouse November 2011 - July 2012
TD Canada Trust 2010 - November 2011
DASHANG REAL ESTATE LIMITED COMPANY February 2008 - May 2009
Jin Jiang International Hotel Group September 2008 - December 2008
YUNNAN UNIVERSITY September 2006 - July 2008
YUNNAN UNIVERSITY September 2006 - July 2008
YUNNAN UNIVERSITY November 2005 - July 2007
Skills
Inside Sales, Customer Service, Complaints Handling, Investments, Analysis, Coordination, Business Planning, Event Management, Negotiation, Banking, Credit, Finance, Financial Analysis, Financial Services, Leadership, Management, Marketing Strategy, Portfolio Management, Process Improvement, Residential Mortgages, Risk Management, Sales, Sales Management, Strategic Financial..., Team Management, Wealth Management
Education
Canadian Securities Institute 2012 — 2015
CSC, CPH & WME
CFA Institute 2010 — 2014
Level II Candidate
Simon Fraser University 2009 — 2011
Master, Master of Business Administration
Yunnan University 2005 — 2009
Bachelor of Science, Environmental Science
Scott Mandel Scott Mandel's TD Waterhouse Experience January 1995 - October 1997
Job VP / Project Manager Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Scott Beaumont Scott Beaumont's TD Waterhouse Experience 2004 - 2006
Job Manager, Global Financing Services at BMO Financial Group
Industry Financial Services
Experience
TD Canada Trust 2012 - 2013
TD Canada Trust 2010 - 2012
TD Canada Trust 2006 - 2010
TD Waterhouse 2004 - 2006
Skills
Banking, Leadership, Management, People Development, Operations Management, Risk Management, Coaching, Change Management, Business Analysis, Operational Risk, Customer Experience, Relationship Management, Communication Skills, Performance Management, Customer Service, Human Resources, Cross-functional Team..., Team Leadership, Business Process..., Financial Services, Interpersonal Skill, Process Improvement, Process Flow Charts, Outsourcing, Collections, Property Tax, Employee Engagement, Succession Planning, Expense Management, Forecasting, Team Management, Wealth Management, lean thinker, KYC, Increase Productivity, Utilization Management
Education
Seneca College of Applied Arts and Technology 1982 — 1985
General Business
TD Canada Trust 2012 - 2013
TD Canada Trust 2010 - 2012
TD Canada Trust 2006 - 2010
TD Waterhouse 2004 - 2006
Skills
Banking, Leadership, Management, People Development, Operations Management, Risk Management, Coaching, Change Management, Business Analysis, Operational Risk, Customer Experience, Relationship Management, Communication Skills, Performance Management, Customer Service, Human Resources, Cross-functional Team..., Team Leadership, Business Process..., Financial Services, Interpersonal Skill, Process Improvement, Process Flow Charts, Outsourcing, Collections, Property Tax, Employee Engagement, Succession Planning, Expense Management, Forecasting, Team Management, Wealth Management, lean thinker, KYC, Increase Productivity, Utilization Management
Education
Seneca College of Applied Arts and Technology 1982 — 1985
General Business
Gary Hessert Gary Hessert's TD Waterhouse Experience March 1999 - December 2006
Job Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Investment Solutions July 2014 - Present
Fifth Third Securities September 2013 - March 2014
NBC Securities, Inc. November 2012 - September 2013
TD Ameritrade January 2011 - June 2012
SunTrust Bank November 2009 - January 2011
Colonial Bank March 2007 - November 2009
TD Waterhouse March 1999 - December 2006
Skills
Banking, Finance, Series 7, Series 63, Series 24, Wealth Management, Series 6, Retirement Planning, Securities, Uniform Combined State..., Retirement, Portfolio Management, Fixed Income, Fixed Annuities, Investments
Education
Stockton University 1987 — 1993
Bachelor of Arts, Finance
Collingswood High School 1980 — 1984
High School Diploma, Mathematics
Regions Investment Solutions July 2014 - Present
Fifth Third Securities September 2013 - March 2014
NBC Securities, Inc. November 2012 - September 2013
TD Ameritrade January 2011 - June 2012
SunTrust Bank November 2009 - January 2011
Colonial Bank March 2007 - November 2009
TD Waterhouse March 1999 - December 2006
Skills
Banking, Finance, Series 7, Series 63, Series 24, Wealth Management, Series 6, Retirement Planning, Securities, Uniform Combined State..., Retirement, Portfolio Management, Fixed Income, Fixed Annuities, Investments
Education
Stockton University 1987 — 1993
Bachelor of Arts, Finance
Collingswood High School 1980 — 1984
High School Diploma, Mathematics
Ralph Medina Ralph Medina's TD Waterhouse Experience August 2000 - October 2001
Job Liability Claims Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance January 2012 - Present
Farmers Insurance May 2008 - May 2011
Farmers Insurance March 2006 - May 2008
Farmers Insurance October 2001 - March 2006
TD Waterhouse August 2000 - October 2001
Skills
Insurance, PowerPoint, Microsoft Office, Negotiation, Problem Solving, Customer Service, Excel, Claims, Mentoring, Coaching, Claims Management, Microsoft Excel
Education
San Diego State University-California State University 1995 — 2000
BA, Political Science
Farmers Insurance January 2012 - Present
Farmers Insurance May 2008 - May 2011
Farmers Insurance March 2006 - May 2008
Farmers Insurance October 2001 - March 2006
TD Waterhouse August 2000 - October 2001
Skills
Insurance, PowerPoint, Microsoft Office, Negotiation, Problem Solving, Customer Service, Excel, Claims, Mentoring, Coaching, Claims Management, Microsoft Excel
Education
San Diego State University-California State University 1995 — 2000
BA, Political Science
Gwendolyn Julien-Medeiros, BCom, BEd, CPCC, MA's TD Waterhouse Experience July 2006 - July 2008
Job Experienced business advisor and professional coach
Industry Management Consulting
Experience
Wellspring Integral Communication Inc. November 2013 - Present
Wellspring Integral Communication Inc. January 2009 - Present
Deloitte Canada June 2012 - October 2013
Deloitte Canada March 2011 - May 2012
Deloitte November 2009 - February 2011
Community Care Information Management program, Ontario Ministry of Health November 2008 - November 2009
TD Waterhouse July 2006 - July 2008
TVO September 2002 - June 2007
TD Bank 2003 - 2006
TD Bank 2002 - 2003
Skills
Change Management, Strategy, Leadership, Management, Project Management, Leadership Development, Performance Management, Management Consulting, Strategic Planning, Employee Engagement, Coaching
Education
Royal Roads University 2012 — 2014
Master of Arts (M.A.), Leadership
Coaches Training Institute (CTI) 2008 — 2010
CoActive Coaching Training and Certification
Prosci 2006 — 2006
Change Management Certificate
University of Toronto - Ontario Institute for Studies in Education 2000 — 2001
Bachelor of Education, Secondary School - English and Economics
Ryerson University 1995 — 1999
Bachelor of Commerce, Major in Business Management and Enterprise Development, Minor in Business Communications
Jarvis Collegiate Institute 1990 — 1994
Wellspring Integral Communication Inc. November 2013 - Present
Wellspring Integral Communication Inc. January 2009 - Present
Deloitte Canada June 2012 - October 2013
Deloitte Canada March 2011 - May 2012
Deloitte November 2009 - February 2011
Community Care Information Management program, Ontario Ministry of Health November 2008 - November 2009
TD Waterhouse July 2006 - July 2008
TVO September 2002 - June 2007
TD Bank 2003 - 2006
TD Bank 2002 - 2003
Skills
Change Management, Strategy, Leadership, Management, Project Management, Leadership Development, Performance Management, Management Consulting, Strategic Planning, Employee Engagement, Coaching
Education
Royal Roads University 2012 — 2014
Master of Arts (M.A.), Leadership
Coaches Training Institute (CTI) 2008 — 2010
CoActive Coaching Training and Certification
Prosci 2006 — 2006
Change Management Certificate
University of Toronto - Ontario Institute for Studies in Education 2000 — 2001
Bachelor of Education, Secondary School - English and Economics
Ryerson University 1995 — 1999
Bachelor of Commerce, Major in Business Management and Enterprise Development, Minor in Business Communications
Jarvis Collegiate Institute 1990 — 1994
Regal ☝☝ Hawke Regal ☝☝ Hawke's TD Waterhouse Experience April 2000 - May 2004
Job Principal at Regal and Associates, Speaker, Consultant, Coach, Educator, Trainer,MasterFacilitator, Motivator, Liberator
Industry Professional Training & Coaching
Experience
Regal and Associates May 2010 - Present
ABOUTFACE Women's Empowerment Tour January 2013 - Present
Goldstar January 2007 - January 2013
Commerce Capital Markets June 2004 - March 2006
TD Waterhouse April 2000 - May 2004
Skills
Film Production, Radio Host, TV production, Talent Development, Event Management, Production Management, Production Planning, Personality, Talk Show, Journalists, Interviews, Inspiration, Motivational Speaking, Creative Writer, Self-esteem, Women Leaders, Women Owned Business, Professional..., Violence Against Women, Professional Women, Production Managment, Video Production, Radio, Talent Management, Public Speaking, Social Networking, Multimedia, Leadership Development, Training, Personal Development, Coaching, Leadership, Business Development
Education
Rutgers University
Bachelor of Arts (B.A.)
Brooklyn Tech
Media Communications Arts
Regal and Associates May 2010 - Present
ABOUTFACE Women's Empowerment Tour January 2013 - Present
Goldstar January 2007 - January 2013
Commerce Capital Markets June 2004 - March 2006
TD Waterhouse April 2000 - May 2004
Skills
Film Production, Radio Host, TV production, Talent Development, Event Management, Production Management, Production Planning, Personality, Talk Show, Journalists, Interviews, Inspiration, Motivational Speaking, Creative Writer, Self-esteem, Women Leaders, Women Owned Business, Professional..., Violence Against Women, Professional Women, Production Managment, Video Production, Radio, Talent Management, Public Speaking, Social Networking, Multimedia, Leadership Development, Training, Personal Development, Coaching, Leadership, Business Development
Education
Rutgers University
Bachelor of Arts (B.A.)
Brooklyn Tech
Media Communications Arts
Thomas Callinan Thomas Callinan's TD Waterhouse Experience 1999 - 2007
Job MIXIT Sales
Industry Financial Services
Experience
ION Trading May 2015 - Present
MIXIT inc. 2008 - May 2015
TD Waterhouse 1999 - 2007
TD Ameritrade 1999 - 2007
Fidelity Capital Markets 1994 - 1999
Skills
Equities, Trading Systems, Electronic Trading, Market Data, Options, Securities, FINRA, Derivatives, Trading, Equity Trading, Series 7, Series 63, Hedge Funds, Relationship Management, Back Office
Education
Saint Bonaventure University
ION Trading May 2015 - Present
MIXIT inc. 2008 - May 2015
TD Waterhouse 1999 - 2007
TD Ameritrade 1999 - 2007
Fidelity Capital Markets 1994 - 1999
Skills
Equities, Trading Systems, Electronic Trading, Market Data, Options, Securities, FINRA, Derivatives, Trading, Equity Trading, Series 7, Series 63, Hedge Funds, Relationship Management, Back Office
Education
Saint Bonaventure University
Jennifer Gaffney Jennifer Gaffney's TD Waterhouse Experience 1998 - 2004
Job ELA Teacher at Manhattan High School
Industry Primary/Secondary Education
Experience
Manhattan High School Series 8 AssociateTD Waterhouse1998 - 2004
TD Waterhouse 1998 - 2004
Education
Rutgers University-New Brunswick 1992 — 1998
BA, English/Italian
Università degli Studi di Urbino 'Carlo Bo' 1995 — 1995
Manhattan High School Series 8 AssociateTD Waterhouse1998 - 2004
TD Waterhouse 1998 - 2004
Education
Rutgers University-New Brunswick 1992 — 1998
BA, English/Italian
Università degli Studi di Urbino 'Carlo Bo' 1995 — 1995
Jason Low Jason Low's TD Waterhouse Experience October 2007 - May 2011
Job
Industry Financial Services
Experience
RBC June 2011 - Present
TD Waterhouse October 2007 - May 2011
Edward Jones October 2004 - October 2007
University Messages Ltd. April 1999 - September 2004
Pivotal Corporation 2003 - 2004
Skills
Strategic Financial..., Finance, Business Analysis, Mutual Funds, Financial Analysis, Investments, Wealth Management, Management, Retirement Planning, Estate Planning, Credit, Financial Advisory, Financial Planning, Financial Services, Portfolio Management
Education
Simon Fraser University 1998 — 2003
Business Administration
Columbia
RBC June 2011 - Present
TD Waterhouse October 2007 - May 2011
Edward Jones October 2004 - October 2007
University Messages Ltd. April 1999 - September 2004
Pivotal Corporation 2003 - 2004
Skills
Strategic Financial..., Finance, Business Analysis, Mutual Funds, Financial Analysis, Investments, Wealth Management, Management, Retirement Planning, Estate Planning, Credit, Financial Advisory, Financial Planning, Financial Services, Portfolio Management
Education
Simon Fraser University 1998 — 2003
Business Administration
Columbia
John Titgemeyer John Titgemeyer's TD Waterhouse Experience August 2009 - November 2010
Job Technology Consultant, End User Software Currency Program at CIBC
Industry Information Technology and Services
Experience
CIBC July 2014 - Present
CIBC June 2013 - July 2014
OnX Enterprise Solutions September 2011 - October 2012
The Employers' Choice Inc. November 2010 - September 2011
TD Waterhouse August 2009 - November 2010
Self Employed September 2008 - July 2009
CIBC January 2006 - September 2008
CIBC January 2005 - January 2006
CIBC August 2003 - January 2005
CIBC April 2002 - July 2003
Skills
Information Technology, Leadership, IT Management, System Deployment, Infrastructure, IT Operations, Service Delivery, Incident Management, ITIL, Disaster Recovery, Project Management, Vendor Management, IT Strategy, IT Service Management, Databases, Time Management, SDLC, Systems Management
Education
Ryerson University 1992 — 1994
Certificate
Ryerson University 1990 — 1992
Certificate
University of Iowa 1985 — 1988
CIBC July 2014 - Present
CIBC June 2013 - July 2014
OnX Enterprise Solutions September 2011 - October 2012
The Employers' Choice Inc. November 2010 - September 2011
TD Waterhouse August 2009 - November 2010
Self Employed September 2008 - July 2009
CIBC January 2006 - September 2008
CIBC January 2005 - January 2006
CIBC August 2003 - January 2005
CIBC April 2002 - July 2003
Skills
Information Technology, Leadership, IT Management, System Deployment, Infrastructure, IT Operations, Service Delivery, Incident Management, ITIL, Disaster Recovery, Project Management, Vendor Management, IT Strategy, IT Service Management, Databases, Time Management, SDLC, Systems Management
Education
Ryerson University 1992 — 1994
Certificate
Ryerson University 1990 — 1992
Certificate
University of Iowa 1985 — 1988
Jeff Smilgis, BBA CFP FMA CSWP Jeff Smilgis, BBA CFP FMA CSWP's TD Waterhouse Experience September 2008 - January 2014
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2014 - Present
TD Waterhouse September 2008 - January 2014
BMO Nesbitt Burns May 2006 - September 2008
Infowave 2001 - 2003
Infowave 2001 - 2003
MDSI 2000 - 2000
TELUS 1992 - 2000
Skills
Wealth, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Estate Planning, Investments, Tax-efficient Investing, Stock Trading, Mutual Funds, Bonds, NexGen, Structured Products, Retirement Savings, RRSP, Insurance, Pensions, Personal Pensions, Financial Markets, ETFs, Index Funds, Investment Management, Certified Financial..., Financial Planners, Financial Planning
Education
Simon Fraser University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing and Finance
Raymond James Ltd. January 2014 - Present
TD Waterhouse September 2008 - January 2014
BMO Nesbitt Burns May 2006 - September 2008
Infowave 2001 - 2003
Infowave 2001 - 2003
MDSI 2000 - 2000
TELUS 1992 - 2000
Skills
Wealth, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Estate Planning, Investments, Tax-efficient Investing, Stock Trading, Mutual Funds, Bonds, NexGen, Structured Products, Retirement Savings, RRSP, Insurance, Pensions, Personal Pensions, Financial Markets, ETFs, Index Funds, Investment Management, Certified Financial..., Financial Planners, Financial Planning
Education
Simon Fraser University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing and Finance
Adil H. Chagani's TD Waterhouse Experience March 2008 - August 2012
Job Consigliere
Industry Individual & Family Services
Experience
ScotiaMcLeod August 2012 - July 2015
TD Waterhouse March 2008 - August 2012
Ernst & Young September 2007 - February 2008
Aspreva Pharmaceuticals January 2006 - July 2007
KPMG LLP October 2003 - November 2005
Virtu Management Consulting Inc. March 2001 - October 2003
KPMG Consulting February 1999 - February 2001
Deloitte Inc. February 1998 - February 1999
Virtu Management Consulting June 1991 - February 1998
Education
Royal Roads University 2003 — 2004
Graduate Certificate, Project Management
Canadian Professional Logistics Institute 1995 — 1997
P.Log., Professional Logistician
University of Calgary 1986 — 1991
BA, Political Science
ScotiaMcLeod August 2012 - July 2015
TD Waterhouse March 2008 - August 2012
Ernst & Young September 2007 - February 2008
Aspreva Pharmaceuticals January 2006 - July 2007
KPMG LLP October 2003 - November 2005
Virtu Management Consulting Inc. March 2001 - October 2003
KPMG Consulting February 1999 - February 2001
Deloitte Inc. February 1998 - February 1999
Virtu Management Consulting June 1991 - February 1998
Education
Royal Roads University 2003 — 2004
Graduate Certificate, Project Management
Canadian Professional Logistics Institute 1995 — 1997
P.Log., Professional Logistician
University of Calgary 1986 — 1991
BA, Political Science
Joseph Pace, PFP's TD Waterhouse Experience September 2006 - September 2007
Job Investment Specialist at Scotia Bank
Industry Banking
Experience
Scotiabank November 2014 - Present
Royal Bank of Canada September 2008 - November 2014
TD Waterhouse September 2006 - September 2007
CIBC Imperial Service July 2001 - September 2007
CBC Wood Gundy September 1998 - July 2001
Metro Region Conservation Authority August 1991 - March 1998
Rothmans, Benson and Hedges Inc. June 1978 - March 1991
Skills
Banking, Credit, Mortgage Lending, Retail Banking, Commercial Banking, Wealth Management, Loans, Strategic Financial..., Investments, Mutual Funds, Credit Analysis, Residential Mortgages, Risk Management, Consumer Lending, Financial Analysis, Relationship Management, Small Business Lending, Branch Banking, Customer Service, Strategic Planning, Retirement Planning, Finance
Education
Ryerson University
Bachelor's of Business Management
Scotiabank November 2014 - Present
Royal Bank of Canada September 2008 - November 2014
TD Waterhouse September 2006 - September 2007
CIBC Imperial Service July 2001 - September 2007
CBC Wood Gundy September 1998 - July 2001
Metro Region Conservation Authority August 1991 - March 1998
Rothmans, Benson and Hedges Inc. June 1978 - March 1991
Skills
Banking, Credit, Mortgage Lending, Retail Banking, Commercial Banking, Wealth Management, Loans, Strategic Financial..., Investments, Mutual Funds, Credit Analysis, Residential Mortgages, Risk Management, Consumer Lending, Financial Analysis, Relationship Management, Small Business Lending, Branch Banking, Customer Service, Strategic Planning, Retirement Planning, Finance
Education
Ryerson University
Bachelor's of Business Management
Rob Mercey Rob Mercey's TD Waterhouse Experience January 2000 - January 2003
Job Operations Manager, Facilities and Infrastructure at TD Bank Group
Industry Banking
Experience
TD Bank Group November 2012 - Present
TD Securities June 2005 - November 2012
TD Waterhouse January 2000 - January 2003
TD Asset Management May 1998 - January 2000
TD Greenline May 1996 - May 1998
Dow Jones Telerate May 1987 - May 1996
Skills
Vendor Management, Facilities Management, SDLC, Capital Markets, Banking, Risk Management, Business Analysis, ITIL, Visio, Requirements Analysis, Customer Service
Education
Sheridan College 1983 — 1986
Business Computer Systems, Computer Programming
TD Bank Group November 2012 - Present
TD Securities June 2005 - November 2012
TD Waterhouse January 2000 - January 2003
TD Asset Management May 1998 - January 2000
TD Greenline May 1996 - May 1998
Dow Jones Telerate May 1987 - May 1996
Skills
Vendor Management, Facilities Management, SDLC, Capital Markets, Banking, Risk Management, Business Analysis, ITIL, Visio, Requirements Analysis, Customer Service
Education
Sheridan College 1983 — 1986
Business Computer Systems, Computer Programming
Jennifer Hallahan's TD Waterhouse Experience February 2005 - July 2005
Job Director, Public Relations at CA Inc.
Industry Computer Software
Experience
CA Inc. September 2005 - Present
TD Waterhouse February 2005 - July 2005
Charles Schwab September 2000 - January 2005
Jaffoni & Collins May 1997 - August 2000
Skills
Public Relations, Communication Training, Corporate Communications, Crisis Communications, Internal Communications, Media Relations, Message Development, Analyst Relations, Messaging, Thought Leadership, Investor Relations, Crisis Management, Spokesperson, Integrated Marketing, Strategic Communications, Content Development, Communications Planning, Social Media, Leadership, Marketing Communications, Press Releases, Social Media Marketing, Strategy, Management, Strategic Partnerships
Education
State University of New York College at Oswego 1995 — 1997
Bachelor’s Degree
CA Inc. September 2005 - Present
TD Waterhouse February 2005 - July 2005
Charles Schwab September 2000 - January 2005
Jaffoni & Collins May 1997 - August 2000
Skills
Public Relations, Communication Training, Corporate Communications, Crisis Communications, Internal Communications, Media Relations, Message Development, Analyst Relations, Messaging, Thought Leadership, Investor Relations, Crisis Management, Spokesperson, Integrated Marketing, Strategic Communications, Content Development, Communications Planning, Social Media, Leadership, Marketing Communications, Press Releases, Social Media Marketing, Strategy, Management, Strategic Partnerships
Education
State University of New York College at Oswego 1995 — 1997
Bachelor’s Degree
Justin McNeely Justin McNeely's TD Waterhouse Experience 2001 - 2006
Job Managing Partner at Performance Analytics Corporation
Industry Computer Software
Experience
Performance Analytics October 2007 - Present
TD Securities November 2003 - September 2007
TD Waterhouse 2001 - 2006
KPMG January 1996 - August 1999
Skills
Consolidation, Budget Process, Business Intelligence, Business Objects, Business Analysis, Reporting Requirements, OLAP, Financial Analysis, Dashboard, Strategic Financial..., Hyperion Enterprise, SAP, Financial Reporting, Banking, Enterprise Software, Forecasting, Sales, Contract Negotiation, Pre-sales, Professional Services, SAP Implementation, Business Process, SAP BW, Process Improvement, Finance, ERP, Budgets, Management, Strategy
Education
University of Waterloo 1997 — 1999
BA, Economics
Sheridan College 1994 — 1997
BA, Accounting
Performance Analytics October 2007 - Present
TD Securities November 2003 - September 2007
TD Waterhouse 2001 - 2006
KPMG January 1996 - August 1999
Skills
Consolidation, Budget Process, Business Intelligence, Business Objects, Business Analysis, Reporting Requirements, OLAP, Financial Analysis, Dashboard, Strategic Financial..., Hyperion Enterprise, SAP, Financial Reporting, Banking, Enterprise Software, Forecasting, Sales, Contract Negotiation, Pre-sales, Professional Services, SAP Implementation, Business Process, SAP BW, Process Improvement, Finance, ERP, Budgets, Management, Strategy
Education
University of Waterloo 1997 — 1999
BA, Economics
Sheridan College 1994 — 1997
BA, Accounting
Peter Barbera's TD Waterhouse Experience 1998 - 2000
Job Director of Project Management at Milrose Consultants, Inc.
Industry Financial Services
Experience
Milrose Consultants, Inc. July 2015 - Present
Elite Capital Funding, LLC February 2015 - Present
Direct Edge May 2009 - January 2015
NASDAQ November 2000 - April 2009
TD Waterhouse 1998 - 2000
Skills
Trading Systems, Equities, Financial Markets, Trading, Electronic Trading, Market Structure, Equity Trading, Series 7, Securities, Product Development, Agile Project Management, SDLC, Agile, Product Management, Series 24, Series 55, Project Management, Agile Methodologies, Capital Markets, FINRA, Low Latency, Financial Services, High Frequency Trading, Options, Market Data, Risk Management, Team Leadership
Education
St. Francis College 1998 — 2000
Bachelor of Science (B.S.), Finance/Economics
Milrose Consultants, Inc. July 2015 - Present
Elite Capital Funding, LLC February 2015 - Present
Direct Edge May 2009 - January 2015
NASDAQ November 2000 - April 2009
TD Waterhouse 1998 - 2000
Skills
Trading Systems, Equities, Financial Markets, Trading, Electronic Trading, Market Structure, Equity Trading, Series 7, Securities, Product Development, Agile Project Management, SDLC, Agile, Product Management, Series 24, Series 55, Project Management, Agile Methodologies, Capital Markets, FINRA, Low Latency, Financial Services, High Frequency Trading, Options, Market Data, Risk Management, Team Leadership
Education
St. Francis College 1998 — 2000
Bachelor of Science (B.S.), Finance/Economics
Scott Weider Scott Weider's TD Waterhouse Experience February 1993 - April 2000
Job Insurance
Industry Insurance
Experience
AAA Carolinas March 2015 - September 2015
AAA Carolinas March 2015 - September 2015
Asheville-Buncombe Technical Community College August 2012 - January 2014
Various Schools September 2001 - October 2012
TD Waterhouse February 1993 - April 2000
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Healthcare
Education
State University of New York College at Plattsburgh 1983 — 1987
Bachelor of Arts (B.A.), Geography
AAA Carolinas March 2015 - September 2015
AAA Carolinas March 2015 - September 2015
Asheville-Buncombe Technical Community College August 2012 - January 2014
Various Schools September 2001 - October 2012
TD Waterhouse February 1993 - April 2000
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Healthcare
Education
State University of New York College at Plattsburgh 1983 — 1987
Bachelor of Arts (B.A.), Geography
Marco Consoli Marco Consoli's TD Waterhouse Experience November 2012 - November 2013
Job Member Service Specialist at Alterna Savings Credit Union
Industry Financial Services
Experience
Alterna Savings Credit Union December 2013 - Present
TD Waterhouse November 2012 - November 2013
Mackenzie Investments January 2011 - June 2012
Investors Group November 2008 - April 2010
Skills
Portfolio Management, Management, Leadership, Marketing Strategy, Financial Analysis, Strategic Planning, Microsoft Excel, Consulting, Financial Planning, Social Media Marketing, Investments, Wealth Management, Strategic Financial..., Asset Management
Education
FPSC Institute 2011 — 2013
CFP, Financial Planning and Services
Seneca College of Applied Arts and Technology 2008 — 2008
IFIC, Mutual Fund License
Seneca College of Applied Arts and Technology 2005 — 2008
Business/Marketing
Brebeuf College 1998 — 2003
Alterna Savings Credit Union December 2013 - Present
TD Waterhouse November 2012 - November 2013
Mackenzie Investments January 2011 - June 2012
Investors Group November 2008 - April 2010
Skills
Portfolio Management, Management, Leadership, Marketing Strategy, Financial Analysis, Strategic Planning, Microsoft Excel, Consulting, Financial Planning, Social Media Marketing, Investments, Wealth Management, Strategic Financial..., Asset Management
Education
FPSC Institute 2011 — 2013
CFP, Financial Planning and Services
Seneca College of Applied Arts and Technology 2008 — 2008
IFIC, Mutual Fund License
Seneca College of Applied Arts and Technology 2005 — 2008
Business/Marketing
Brebeuf College 1998 — 2003
Terry Vango, CRS Terry Vango, CRS's TD Waterhouse Experience November 2002 - Present
Job Investment Advisor at TD Waterhouse
Industry Financial Services
Experience
TD WATERHOUSE November 2002 - Present
BMO Nesbitt Burns February 1992 - October 2002
3 OTHER FIRMS June 1984 - February 1992
Skills
Mutual Funds, Alternative Investments, Investments, Asset Allocation, Financial Analysis, Corporate Finance, Wealth Management, Retirement Planning, Relationship Management, Investment Advisory, Business Planning, Asset Managment, Investment Strategies, Valuation, Financial Advisory, Strategic Financial..., Equities, Retirement, Fixed Income, ETFs, Securities, Banking, Private Equity, Wealth Management..., Bonds, Investment Banking, Asset Management, Financial Planning
Education
Ryerson University
Computer Programming and Management
Seneca College of Applied Arts and Technology
Computer Programming
TD WATERHOUSE November 2002 - Present
BMO Nesbitt Burns February 1992 - October 2002
3 OTHER FIRMS June 1984 - February 1992
Skills
Mutual Funds, Alternative Investments, Investments, Asset Allocation, Financial Analysis, Corporate Finance, Wealth Management, Retirement Planning, Relationship Management, Investment Advisory, Business Planning, Asset Managment, Investment Strategies, Valuation, Financial Advisory, Strategic Financial..., Equities, Retirement, Fixed Income, ETFs, Securities, Banking, Private Equity, Wealth Management..., Bonds, Investment Banking, Asset Management, Financial Planning
Education
Ryerson University
Computer Programming and Management
Seneca College of Applied Arts and Technology
Computer Programming
Andrew Famulare Andrew Famulare's TD Waterhouse Experience 2000 - 2006
Job Mutual Funds Operations Supervisor at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2011 - Present
Fidelity Investments 2006 - 2011
TD Waterhouse 2000 - 2006
Skills
Mutual Funds, Operations Management
Education
Siena College 1995 — 1999
Bachelor of Arts (B.A.), Psychology
E*TRADE Financial July 2011 - Present
Fidelity Investments 2006 - 2011
TD Waterhouse 2000 - 2006
Skills
Mutual Funds, Operations Management
Education
Siena College 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Jacqueline Petford Jacqueline Petford's TD Waterhouse Experience May 2004 - May 2008
Job Administrative Associate to John Petford at ScotiaMcLeod
Industry Information Technology and Services
Experience
Scotia McLeod June 2014 - Present
PriceMetrix Inc August 2012 - June 2014
PriceMetrix Inc August 2011 - August 2012
PriceMetrix Inc January 2011 - August 2011
PriceMetrix Inc September 2009 - January 2011
PriceMetrix August 2008 - September 2009
Delta Hotels May 2008 - June 2008
TD Waterhouse May 2004 - May 2008
Skills
Account Management, Wealth Management, CRM, Business Development, Financial Services, Business Analysis, Marketing, Market Research, Analytics, Marketing Research, Product Marketing, Salesforce.com, Strategy, Relationship Management, Product Management, Business Strategy, Competitive Analysis, Marketing Strategy, Strategic Partnerships, New Business Development, Leadership, Business Intelligence
Education
Canadian Securities Institute 2010 — 2010
CSC
Sheridan College 2007 — 2008
Post Graduate Certificate, Co-op Option, Marketing Management
Wilfrid Laurier University 2003 — 2007
BA, Psychology, English, Sociology
Oakville Trafalgar High School 1999 — 2003
Scotia McLeod June 2014 - Present
PriceMetrix Inc August 2012 - June 2014
PriceMetrix Inc August 2011 - August 2012
PriceMetrix Inc January 2011 - August 2011
PriceMetrix Inc September 2009 - January 2011
PriceMetrix August 2008 - September 2009
Delta Hotels May 2008 - June 2008
TD Waterhouse May 2004 - May 2008
Skills
Account Management, Wealth Management, CRM, Business Development, Financial Services, Business Analysis, Marketing, Market Research, Analytics, Marketing Research, Product Marketing, Salesforce.com, Strategy, Relationship Management, Product Management, Business Strategy, Competitive Analysis, Marketing Strategy, Strategic Partnerships, New Business Development, Leadership, Business Intelligence
Education
Canadian Securities Institute 2010 — 2010
CSC
Sheridan College 2007 — 2008
Post Graduate Certificate, Co-op Option, Marketing Management
Wilfrid Laurier University 2003 — 2007
BA, Psychology, English, Sociology
Oakville Trafalgar High School 1999 — 2003
John Ventre John Ventre's TD Waterhouse Experience April 2000 - April 2005
Job Global Client Services at Mixit Inc.
Industry Financial Services
Experience
Mixit Inc. July 2009 - Present
Fidelity Investments February 2007 - February 2009
CIBC World Markets April 2005 - September 2005
TD Waterhouse April 2000 - April 2005
Skills
Order Management, Electronic Trading, Equities, Options, FIX, Direct Market Access, Back Office, Middle Office, Clearing, Execution Management..., Salesforce.com, Market Data, Trading, Series 7, Trading Systems, Derivatives, Series 63, Exchange Connectivity, Securities, Financial Services, Equity Trading, Financial Markets, FINRA, Equity Derivatives, Series 24, Hedge Funds, FX Options, Prime Brokerage, Capital Markets, Fixed Income, Client Relations Skills, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
St Peters Boys HS
Mixit Inc. July 2009 - Present
Fidelity Investments February 2007 - February 2009
CIBC World Markets April 2005 - September 2005
TD Waterhouse April 2000 - April 2005
Skills
Order Management, Electronic Trading, Equities, Options, FIX, Direct Market Access, Back Office, Middle Office, Clearing, Execution Management..., Salesforce.com, Market Data, Trading, Series 7, Trading Systems, Derivatives, Series 63, Exchange Connectivity, Securities, Financial Services, Equity Trading, Financial Markets, FINRA, Equity Derivatives, Series 24, Hedge Funds, FX Options, Prime Brokerage, Capital Markets, Fixed Income, Client Relations Skills, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
St Peters Boys HS
Sandra Toussaint, PMP Sandra Toussaint, PMP's TD Waterhouse Experience January 2010 - October 2010
Job Business Program and Project Management Consultant
Industry Management Consulting
Experience
First Investors June 2012 - Present
CST Consultants Inc. June 2012 - December 2013
Foresters September 2007 - July 2013
Foresters November 2010 - March 2012
TD Waterhouse January 2010 - October 2010
BMO October 2009 - February 2010
USCI January 2009 - April 2009
USCI September 2008 - November 2008
Foresters November 2004 - September 2008
Ontario Ministry of Training, Colleges and Universities May 2006 - March 2008
Skills
Strategic Planning, Risk Management, PMO, Cross-functional Team..., Non-profits, Marketing Communications, Sponsorship Management, Strategy, Program Management, Leadership, Project Management, Management, Government, CRM, Nonprofits, Integration, Stakeholder Management, Training, PMP, Budgets, Business Strategy, Change Management, Team Building, Strategic Communications, Sponsorship, Vendor Management, Strategic Partnerships, Marketing Strategy, Business Process...
Education
York University - Schulich School of Business 2001 — 2002
Masters Certificate, Project Management
Ryerson University 1997 — 2000
Bachelor of Commerce, Management Major
First Investors June 2012 - Present
CST Consultants Inc. June 2012 - December 2013
Foresters September 2007 - July 2013
Foresters November 2010 - March 2012
TD Waterhouse January 2010 - October 2010
BMO October 2009 - February 2010
USCI January 2009 - April 2009
USCI September 2008 - November 2008
Foresters November 2004 - September 2008
Ontario Ministry of Training, Colleges and Universities May 2006 - March 2008
Skills
Strategic Planning, Risk Management, PMO, Cross-functional Team..., Non-profits, Marketing Communications, Sponsorship Management, Strategy, Program Management, Leadership, Project Management, Management, Government, CRM, Nonprofits, Integration, Stakeholder Management, Training, PMP, Budgets, Business Strategy, Change Management, Team Building, Strategic Communications, Sponsorship, Vendor Management, Strategic Partnerships, Marketing Strategy, Business Process...
Education
York University - Schulich School of Business 2001 — 2002
Masters Certificate, Project Management
Ryerson University 1997 — 2000
Bachelor of Commerce, Management Major
Rosetta Dukharan, Realtor Rosetta Dukharan, Realtor's TD Waterhouse Experience 1998 - 2003
Job Licensed NYS Realtor®
Industry Real Estate
Experience
Pine Bush Realty March 2008 - Present
Keller Williams Realty 2007 - 2008
Realty USA January 2007 - August 2007
TDWaterhouse 1998 - 2003
TD Waterhouse 1998 - 2003
TDWaterhouse 1998 - 2003
TDWaterhouse 1998 - 2003
Tops Appliance City 1994 - 1997
Education
SUNY Delhi
State University of New York - System
Pine Bush Realty March 2008 - Present
Keller Williams Realty 2007 - 2008
Realty USA January 2007 - August 2007
TDWaterhouse 1998 - 2003
TD Waterhouse 1998 - 2003
TDWaterhouse 1998 - 2003
TDWaterhouse 1998 - 2003
Tops Appliance City 1994 - 1997
Education
SUNY Delhi
State University of New York - System
Nicole Farinha-Johnson's TD Waterhouse Experience July 2005 - June 2006
Job Process Confirmation and Escalation Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade September 2007 - October 2012
BJ’s Brewhouse July 2006 - September 2007
TD Waterhouse July 2005 - June 2006
Skills
Relationship Management, Financial Markets, Risk Management, Back Office, Banking, Customer Service, Operations Management, Management, Bartending, Internal Controls, Internal Audit, Call Centers, Training, Accounting, Series 7, Microsoft Office, Leadership, Mutual Funds, Sales, Investments, Portfolio Management, Financial Services
Education
San Diego State University-California State University
Bachelor's degree, Economics
Murrieta Valley High School 1996 — 2000
TD Ameritrade October 2012 - Present
TD Ameritrade September 2007 - October 2012
BJ’s Brewhouse July 2006 - September 2007
TD Waterhouse July 2005 - June 2006
Skills
Relationship Management, Financial Markets, Risk Management, Back Office, Banking, Customer Service, Operations Management, Management, Bartending, Internal Controls, Internal Audit, Call Centers, Training, Accounting, Series 7, Microsoft Office, Leadership, Mutual Funds, Sales, Investments, Portfolio Management, Financial Services
Education
San Diego State University-California State University
Bachelor's degree, Economics
Murrieta Valley High School 1996 — 2000
Sean Joseph's TD Waterhouse Experience April 2008 - June 2008
Job Senior Financial Advisor Scotiabank
Industry Banking
Experience
Scotia Bank September 2011 - Present
Scotia Bank August 2010 - September 2011
Advantex Express Inc July 2008 - February 2011
TD Waterhouse April 2008 - June 2008
Skills
Banking, Retail Banking, Commercial Banking, Credit, Credit Risk, Credit Analysis, Loans, Mortgage Lending, Lines Of Credit, Consumer Lending, Commercial Lending, Trade Finance
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Finance
Scotia Bank September 2011 - Present
Scotia Bank August 2010 - September 2011
Advantex Express Inc July 2008 - February 2011
TD Waterhouse April 2008 - June 2008
Skills
Banking, Retail Banking, Commercial Banking, Credit, Credit Risk, Credit Analysis, Loans, Mortgage Lending, Lines Of Credit, Consumer Lending, Commercial Lending, Trade Finance
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Finance
Marco Federico's TD Waterhouse Experience January 2010 - April 2013
Job Team Manager at TD Direct Investing
Industry Investment Management
Experience
TD Direct Investing April 2013 - Present
TD Waterhouse January 2010 - April 2013
TD Waterhouse January 2007 - January 2010
Skills
Investments, Wealth Management, Mutual Funds, Securities, Trading, Options, Credit, Mortgage Lending
Education
Ryerson University 2001 — 2005
B.Comm, Finance and Economics
Canadian Securities Institute
CSC; CPH; DFC; OLC; PDO
TD Direct Investing April 2013 - Present
TD Waterhouse January 2010 - April 2013
TD Waterhouse January 2007 - January 2010
Skills
Investments, Wealth Management, Mutual Funds, Securities, Trading, Options, Credit, Mortgage Lending
Education
Ryerson University 2001 — 2005
B.Comm, Finance and Economics
Canadian Securities Institute
CSC; CPH; DFC; OLC; PDO
Paul A. Perruzza's TD Waterhouse Experience January 2000 - March 2006
Job Professional Realtor & Property Manager
Industry Real Estate
Experience
Intercity Realty July 2012 - Present
Top Canadian Realty Inc. May 2010 - July 2012
Self Employed March 2006 - May 2010
TD Waterhouse January 2000 - March 2006
Skills
Real Estate, Investment Properties, Sellers, Investors, Selling, Rentals, Condos, Residential Homes, Sales, First Time Home Buyers, Relocation, Single Family Homes, Property Management, Investments, Referrals, New Home Sales, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Townhomes, Real Property, Property, Listings, Buyers, Seniors, Foreclosures, Buyer Representation, Brokerage, New Homes, Short Sales, Luxury
Education
Ryerson University 1993 — 1996
St. Michael's College School
Intercity Realty July 2012 - Present
Top Canadian Realty Inc. May 2010 - July 2012
Self Employed March 2006 - May 2010
TD Waterhouse January 2000 - March 2006
Skills
Real Estate, Investment Properties, Sellers, Investors, Selling, Rentals, Condos, Residential Homes, Sales, First Time Home Buyers, Relocation, Single Family Homes, Property Management, Investments, Referrals, New Home Sales, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Townhomes, Real Property, Property, Listings, Buyers, Seniors, Foreclosures, Buyer Representation, Brokerage, New Homes, Short Sales, Luxury
Education
Ryerson University 1993 — 1996
St. Michael's College School
Debby Klein Debby Klein's TD Waterhouse Experience February 1999 - October 2005
Job Associate Broker at Bond New York
Industry Real Estate
Experience
Bond New York June 2015 - Present
Bond New York June 2015 - Present
Bellmarc Realty LLC September 2008 - June 2015
TD Waterhouse February 1999 - October 2005
SMITH BARNEY 1983 - 1989
Skills
Broker Opinion of Value, Sellers, Real Estate, Investment Properties, Condos, Referrals, Buyers, Rentals, Luxury, Relocation, Apartments, Real Estate Transactions, First Time Home Buyers, Investors, Short Sales, Buyer Representation, Investments, Real Estate Development
Education
Southern Connecticut State University 1972 — 1974
B.A., Speech Pathology
Bond New York June 2015 - Present
Bond New York June 2015 - Present
Bellmarc Realty LLC September 2008 - June 2015
TD Waterhouse February 1999 - October 2005
SMITH BARNEY 1983 - 1989
Skills
Broker Opinion of Value, Sellers, Real Estate, Investment Properties, Condos, Referrals, Buyers, Rentals, Luxury, Relocation, Apartments, Real Estate Transactions, First Time Home Buyers, Investors, Short Sales, Buyer Representation, Investments, Real Estate Development
Education
Southern Connecticut State University 1972 — 1974
B.A., Speech Pathology
Aaron Rozenek Aaron Rozenek's TD Waterhouse Experience July 2000 - June 2004
Job Vice President, Senior Compliance Officer at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Americas April 2013 - Present
MUFG Americas October 2011 - April 2013
MUFG Americas August 2011 - October 2011
McLane, Graf, Raulerson & Middleton Professional Association September 2007 - December 2010
FDIC May 2006 - May 2007
Wilmer Cutler Pickering Hale and Dorr LLP January 2006 - May 2006
Lubin & Meyer PC June 2005 - May 2006
TD Waterhouse July 2000 - June 2004
Skills
Corporate Transactions, Corporate Counseling, Corporate Governance, Banking Law, Financial Law, Secured Lending, Operational Risk..., Compliance, Legal Writing, Legal Research Skills, Corporate Law, Financial Risk, Dodd-Frank, Interest Rate Swaps, FX trading, Secured Financing, Risk Management, Due Diligence, Banking, Legal Research, Management, Mergers & Acquisitions
Education
Suffolk University Law School 2004 — 2007
Juris Doctor
University of California, San Diego 1996 — 2000
Bachelor of Arts, Music
MUFG Americas April 2013 - Present
MUFG Americas October 2011 - April 2013
MUFG Americas August 2011 - October 2011
McLane, Graf, Raulerson & Middleton Professional Association September 2007 - December 2010
FDIC May 2006 - May 2007
Wilmer Cutler Pickering Hale and Dorr LLP January 2006 - May 2006
Lubin & Meyer PC June 2005 - May 2006
TD Waterhouse July 2000 - June 2004
Skills
Corporate Transactions, Corporate Counseling, Corporate Governance, Banking Law, Financial Law, Secured Lending, Operational Risk..., Compliance, Legal Writing, Legal Research Skills, Corporate Law, Financial Risk, Dodd-Frank, Interest Rate Swaps, FX trading, Secured Financing, Risk Management, Due Diligence, Banking, Legal Research, Management, Mergers & Acquisitions
Education
Suffolk University Law School 2004 — 2007
Juris Doctor
University of California, San Diego 1996 — 2000
Bachelor of Arts, Music
Mitch Porche Mitch Porche's TD Waterhouse Experience March 1998 - March 2002
Job ComplianceMetrix
Industry Information Technology and Services
Experience
ComplianceMetrix November 2010 - Present
ComplianceMAX Financial 2003 - 2007
TD Waterhouse March 1998 - March 2002
Jack White & Company January 1992 - April 1998
Skills
Strategy, Leadership, Project Management, Business Planning, Sales, Finance, SaaS, Product Management, Enterprise Software, Business Analysis, CRM, Agile Methodologies, Risk Management, Financial Services, Competitive Analysis
Education
San Diego State University-California State University 1990 — 1995
BS. Business Administration and Finance, Finance
San Diego State University-California State University
BS, Accounting and Finance
ComplianceMetrix November 2010 - Present
ComplianceMAX Financial 2003 - 2007
TD Waterhouse March 1998 - March 2002
Jack White & Company January 1992 - April 1998
Skills
Strategy, Leadership, Project Management, Business Planning, Sales, Finance, SaaS, Product Management, Enterprise Software, Business Analysis, CRM, Agile Methodologies, Risk Management, Financial Services, Competitive Analysis
Education
San Diego State University-California State University 1990 — 1995
BS. Business Administration and Finance, Finance
San Diego State University-California State University
BS, Accounting and Finance
Ella Levin Ella Levin's TD Waterhouse Experience January 2011 - April 2011
Job Actuarial Exam FM Candidate
Industry Financial Services
Experience
Looking for employment August 2015 - Present
Hanser Financial April 2012 - July 2014
RBC Dominion Securities October 2011 - February 2012
TD Waterhouse January 2011 - April 2011
Skills
Financial Services, Financial Analysis, Customer Service, Bloomberg, Mutual Funds, Corporate Finance, Securities, Options, Microsoft Office, Microsoft Excel, Derivatives, Office Administration, Accounting, Database Administration, Data Analysis, Team-oriented, Mathematics, Analytical Abilities, Quantitative, Project Finance, Excel, Client Service, Troubleshooting, Team Oriented, Staff Training, Demographic Analysis, Demographic Research, Investment..., NDex, MS Office, Univeris Wealth Platform, Thomson One Analytics, ISM, BTS, Berton, ClientSource, Macros, Teamwork, Analytical Skills, Investments
Education
Ryerson University 2006 — 2010
BComm, Finance, Business Communication
Looking for employment August 2015 - Present
Hanser Financial April 2012 - July 2014
RBC Dominion Securities October 2011 - February 2012
TD Waterhouse January 2011 - April 2011
Skills
Financial Services, Financial Analysis, Customer Service, Bloomberg, Mutual Funds, Corporate Finance, Securities, Options, Microsoft Office, Microsoft Excel, Derivatives, Office Administration, Accounting, Database Administration, Data Analysis, Team-oriented, Mathematics, Analytical Abilities, Quantitative, Project Finance, Excel, Client Service, Troubleshooting, Team Oriented, Staff Training, Demographic Analysis, Demographic Research, Investment..., NDex, MS Office, Univeris Wealth Platform, Thomson One Analytics, ISM, BTS, Berton, ClientSource, Macros, Teamwork, Analytical Skills, Investments
Education
Ryerson University 2006 — 2010
BComm, Finance, Business Communication
Catherine Wood, MBA, MISt., ICD.D Catherine Wood, MBA, MISt., ICD.D's TD Waterhouse Experience April 2004 - November 2008
Job
Industry Financial Services
Experience
Qtrade Financial Group January 2015 - Present
Qtrade Financial Group January 2012 - December 2014
Qtrade Financial Group December 2008 - December 2011
TD Waterhouse April 2004 - November 2008
Assante Wealth Management January 2002 - April 2004
RCF Inc., Division of Canada Life 2000 - 2002
Chate Communications 1996 - 2000
Skills
Strategic Planning, Strategic Financial..., Wealth Management, Public Speaking, Marketing Strategy, insurance, Sales, Estate Planning, Insurance, Mutual Funds, People Development, Portfolio Management, Investments, Business Strategy, Financial Advisory, Strategy, Life Insurance, Leadership, Credit, Risk Management, Investment Advisory, Wealth, Banking, Retirement Planning, Retirement, Financial Planners, Investment Strategies, Fixed Annuities, Financial Services, Wealth Management..., Sales Management, Disability Insurance, Securities, Relationship Management, Investment Management, Asset Management, Asset Allocation, Equities, Bonds, Wealth Accumulation, Finance, Certified Financial..., Fixed Income, Management, Management Consulting, Mergers & Acquisitions, Mortgage Lending, Options, Financial Planning
Education
University of Toronto - Rotman School of Management 2006 — 2007
MBA, Business
University of Toronto 2000 — 2002
Master of Information Studies, Information Systems
Seneca College of Applied Arts and Technology 1995 — 1997
Computer Graphics Technical Program
York University 1995 — 1997
Hons. BA, Political Science / Mass Communications
Western University 1991 — 1994
BA, Business Administration
Qtrade Financial Group January 2015 - Present
Qtrade Financial Group January 2012 - December 2014
Qtrade Financial Group December 2008 - December 2011
TD Waterhouse April 2004 - November 2008
Assante Wealth Management January 2002 - April 2004
RCF Inc., Division of Canada Life 2000 - 2002
Chate Communications 1996 - 2000
Skills
Strategic Planning, Strategic Financial..., Wealth Management, Public Speaking, Marketing Strategy, insurance, Sales, Estate Planning, Insurance, Mutual Funds, People Development, Portfolio Management, Investments, Business Strategy, Financial Advisory, Strategy, Life Insurance, Leadership, Credit, Risk Management, Investment Advisory, Wealth, Banking, Retirement Planning, Retirement, Financial Planners, Investment Strategies, Fixed Annuities, Financial Services, Wealth Management..., Sales Management, Disability Insurance, Securities, Relationship Management, Investment Management, Asset Management, Asset Allocation, Equities, Bonds, Wealth Accumulation, Finance, Certified Financial..., Fixed Income, Management, Management Consulting, Mergers & Acquisitions, Mortgage Lending, Options, Financial Planning
Education
University of Toronto - Rotman School of Management 2006 — 2007
MBA, Business
University of Toronto 2000 — 2002
Master of Information Studies, Information Systems
Seneca College of Applied Arts and Technology 1995 — 1997
Computer Graphics Technical Program
York University 1995 — 1997
Hons. BA, Political Science / Mass Communications
Western University 1991 — 1994
BA, Business Administration
Scott Norban's TD Waterhouse Experience 1997 - 2002
Job
Industry Information Technology and Services
Experience
Cricket Communications (Contract) March 2007 - December 2007
Cricket Communications November 2006 - March 2007
Accredited Home Lenders April 2002 - May 2006
TD Waterhouse 1997 - 2002
Skills
Leadership, Management, Integration, Project Management, Quality Assurance, Networking, Program Management, SDLC, Security, Process Improvement, VMware, Risk Management, Time Management, Visio, Vendor Management, Security Clearance, Mentoring, Active Directory, Virtualization, Human Resources, Servers, Customer Service, Requirements Analysis, SQL, Data Center, Troubleshooting, Team Management, SharePoint, System Deployment, System Administration, ITIL
Education
San Diego State University-California State University 1995 — 1997
B.S.
Cricket Communications (Contract) March 2007 - December 2007
Cricket Communications November 2006 - March 2007
Accredited Home Lenders April 2002 - May 2006
TD Waterhouse 1997 - 2002
Skills
Leadership, Management, Integration, Project Management, Quality Assurance, Networking, Program Management, SDLC, Security, Process Improvement, VMware, Risk Management, Time Management, Visio, Vendor Management, Security Clearance, Mentoring, Active Directory, Virtualization, Human Resources, Servers, Customer Service, Requirements Analysis, SQL, Data Center, Troubleshooting, Team Management, SharePoint, System Deployment, System Administration, ITIL
Education
San Diego State University-California State University 1995 — 1997
B.S.
Cheryl Schimpf's TD Waterhouse Experience June 1996 - May 2001
Job
Industry Information Technology and Services
Experience
Urban Outfitters December 2009 - Present
Barclays Wealth September 2008 - December 2009
Lehman Brothers June 2001 - September 2008
TD Waterhouse June 1996 - May 2001
Skills
Project Planning, Business Analysis, Business Strategy, Business Process..., Requirements Analysis, Business Intelligence, IT Management, Management, Project Management, CRM, Strategic Planning, Integration, Quality Assurance, Data Analysis, MS Project, SDLC, Vendor Management, Leadership, Software Project..., Process Improvement, Program Management, PMO, Business Process, Product Management, IT Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor of Science
Urban Outfitters December 2009 - Present
Barclays Wealth September 2008 - December 2009
Lehman Brothers June 2001 - September 2008
TD Waterhouse June 1996 - May 2001
Skills
Project Planning, Business Analysis, Business Strategy, Business Process..., Requirements Analysis, Business Intelligence, IT Management, Management, Project Management, CRM, Strategic Planning, Integration, Quality Assurance, Data Analysis, MS Project, SDLC, Vendor Management, Leadership, Software Project..., Process Improvement, Program Management, PMO, Business Process, Product Management, IT Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor of Science
Brandon Joyce's TD Waterhouse Experience 1999 - 2004
Job Consultant at ActivCore
Industry Hospital & Health Care
Experience
ActivCore August 2014 - Present
Avos Fund Management LLC September 2013 - August 2014
Centerline Capital Group 2007 - February 2013
LinkShare Corporation November 2004 - January 2006
TD Waterhouse 1999 - 2004
Refco 1996 - 1999
Skills
Treasury Management, Cash Management, Financial Modeling, Valuation, Due Diligence, Risk Management, Banking, Financial Reporting, Accounting, Mergers & Acquisitions, Business Analysis, FX Options, Business Strategy, Hedging, Strategic Planning, Business Development, Project Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Science (BS), Finance, General
Northern Highlands Regional High School 1988 — 1992
Diploma
ActivCore August 2014 - Present
Avos Fund Management LLC September 2013 - August 2014
Centerline Capital Group 2007 - February 2013
LinkShare Corporation November 2004 - January 2006
TD Waterhouse 1999 - 2004
Refco 1996 - 1999
Skills
Treasury Management, Cash Management, Financial Modeling, Valuation, Due Diligence, Risk Management, Banking, Financial Reporting, Accounting, Mergers & Acquisitions, Business Analysis, FX Options, Business Strategy, Hedging, Strategic Planning, Business Development, Project Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Science (BS), Finance, General
Northern Highlands Regional High School 1988 — 1992
Diploma
Belinda Tsui's TD Waterhouse Experience June 1999 - August 2005
Job Manager
Industry Financial Services
Experience
EisnerAmper LLP September 2007 - Present
TD Ameritrade August 2006 - September 2007
HSBC Securities Inc August 2005 - August 2006
TD Waterhouse June 1999 - August 2005
Skills
Finance, Investments, Financial Services, Mutual Funds, Series 63, Risk Management, Financial Analysis, Securities, Series 7, Wealth Management, Strategic Financial...
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelors, Marketing, Chinese
EisnerAmper LLP September 2007 - Present
TD Ameritrade August 2006 - September 2007
HSBC Securities Inc August 2005 - August 2006
TD Waterhouse June 1999 - August 2005
Skills
Finance, Investments, Financial Services, Mutual Funds, Series 63, Risk Management, Financial Analysis, Securities, Series 7, Wealth Management, Strategic Financial...
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelors, Marketing, Chinese
Thomas Borruso's TD Waterhouse Experience 1998 - 2003
Job Business Control Officer / Executive Director at Chase
Industry Banking
Owen Brown's TD Waterhouse Experience November 1998 - July 2000
Job Proprietor/Business Consultant, Ucentric Solutions
Industry Internet
Experience
IBM 2007 - Present
Ucentric Solutions 2002 - Present
The Easter Seal Society October 2001 - December 2006
Manulife Financial July 2000 - May 2001
TD Waterhouse November 1998 - July 2000
TD Waterhouse January 1997 - November 1998
Skills
Information Architecture, Project Management, User Experience Design, Web Application Design, Internet Strategy, User Experience, User Interface Design, User-centered Design, Requirements Analysis, Agile Methodologies, Requirements Gathering, Usability Testing, User Interface, Interaction Design, Web Applications, Web Development, Integration, AJAX, Software Development, Usability, Content Strategy, CRM, E-commerce, Mobile Applications, Agile Project Management, Email Marketing
Education
Simon Fraser University 1990 — 1996
BBA, Finance
Simon Fraser University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
IBM 2007 - Present
Ucentric Solutions 2002 - Present
The Easter Seal Society October 2001 - December 2006
Manulife Financial July 2000 - May 2001
TD Waterhouse November 1998 - July 2000
TD Waterhouse January 1997 - November 1998
Skills
Information Architecture, Project Management, User Experience Design, Web Application Design, Internet Strategy, User Experience, User Interface Design, User-centered Design, Requirements Analysis, Agile Methodologies, Requirements Gathering, Usability Testing, User Interface, Interaction Design, Web Applications, Web Development, Integration, AJAX, Software Development, Usability, Content Strategy, CRM, E-commerce, Mobile Applications, Agile Project Management, Email Marketing
Education
Simon Fraser University 1990 — 1996
BBA, Finance
Simon Fraser University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Dan Tomlin's TD Waterhouse Experience June 1998 - March 2000
Job Senior Software Consultant at Linium
Industry Computer Software
Experience
Linium October 2009 - Present
Hewlett Packard April 2000 - October 2009
TD Waterhouse June 1998 - March 2000
Education
San Diego State University-California State University 1992 — 1997
Linium October 2009 - Present
Hewlett Packard April 2000 - October 2009
TD Waterhouse June 1998 - March 2000
Education
San Diego State University-California State University 1992 — 1997
Den Dhepyasuwan's TD Waterhouse Experience March 2000 - August 2001
Job Private Client AdvisorVice President at CHASE PRIVATE CLIENT
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2014 - Present
JPMorgan Securities LLC December 2002 - March 2014
J.P. Morgan February 2012 - December 2012
Coldwell Banker September 2001 - June 2003
TD Waterhouse March 2000 - August 2001
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Risk Management, Wealth Management, Equities, Series 63, Alternative Investments, Capital Markets, Investment Management, Fixed Income, Bloomberg, Trading, Options, Derivatives, Series 24, Asset Managment, FINRA, Electronic Trading, Uniform Combined State..., Series 66
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance
University of Illinois at Chicago 1995 — 1998
Certificate, International Business
Southern Illinois University, Carbondale 1993 — 1995
JPMorgan Chase Bank, N.A. March 2014 - Present
JPMorgan Securities LLC December 2002 - March 2014
J.P. Morgan February 2012 - December 2012
Coldwell Banker September 2001 - June 2003
TD Waterhouse March 2000 - August 2001
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Risk Management, Wealth Management, Equities, Series 63, Alternative Investments, Capital Markets, Investment Management, Fixed Income, Bloomberg, Trading, Options, Derivatives, Series 24, Asset Managment, FINRA, Electronic Trading, Uniform Combined State..., Series 66
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance
University of Illinois at Chicago 1995 — 1998
Certificate, International Business
Southern Illinois University, Carbondale 1993 — 1995
Jay Quinn's TD Waterhouse Experience 1996 - 1997
Job Citadel Execution Services
Industry Financial Services
Experience
Citadel Securities July 2007 - Present
LaSalle Capital 2005 - 2007
E-TRADE FINANCIAL 2000 - 2005
Dempsey & Co. LLC 1998 - 2001
TD Waterhouse 1996 - 1997
Education
Southern Illinois University, Carbondale 1990 — 1994
Citadel Securities July 2007 - Present
LaSalle Capital 2005 - 2007
E-TRADE FINANCIAL 2000 - 2005
Dempsey & Co. LLC 1998 - 2001
TD Waterhouse 1996 - 1997
Education
Southern Illinois University, Carbondale 1990 — 1994
Rao Thammana's TD Waterhouse Experience 1995 - 2001
Job Tax Remediation AnalystHSBC
Industry Banking
Experience
HSBC July 2013 - July 2015
E*TRADE Financial July 2011 - June 2012
bkny 2010 - 2011
Deutsche Bank June 2007 - May 2008
JPMorgan Chase & Co. September 2002 - December 2005
TD Waterhouse 1995 - 2001
Skills
Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Tax, Banking, Equities, Series 7, Risk Management, Securities
Education
State University of New York at New Paltz 1987 — 1991
HSBC July 2013 - July 2015
E*TRADE Financial July 2011 - June 2012
bkny 2010 - 2011
Deutsche Bank June 2007 - May 2008
JPMorgan Chase & Co. September 2002 - December 2005
TD Waterhouse 1995 - 2001
Skills
Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Tax, Banking, Equities, Series 7, Risk Management, Securities
Education
State University of New York at New Paltz 1987 — 1991
Walter Chow's TD Waterhouse Experience
Job Business Development Manager at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse
Skills
Credit, Banking, Mortgage Lending, Mutual Funds, Commercial Mortgages, Retail Banking, Commercial Banking, Residential Mortgages
Education
Saint Mary's University
TD Waterhouse
Skills
Credit, Banking, Mortgage Lending, Mutual Funds, Commercial Mortgages, Retail Banking, Commercial Banking, Residential Mortgages
Education
Saint Mary's University
Ernest Pang's TD Waterhouse Experience August 2005 - November 2007
Job Financial Service Manager
Industry Financial Services
Experience
Manulife Financial June 2013 - April 2014
Manulife Financial July 2012 - June 2013
TD Bank Financial Group - Branches June 2010 - July 2012
TD Wealth Management October 2007 - June 2010
TD Waterhouse August 2005 - November 2007
TD Waterhouse 1999 - 2005
Skills
Financial Services, Customer Service, Leadership, Sales, Mutual Funds, Investments, Banking, Financial Planning, Financial Analysis, Risk Management
Education
Ryerson University
Manulife Financial June 2013 - April 2014
Manulife Financial July 2012 - June 2013
TD Bank Financial Group - Branches June 2010 - July 2012
TD Wealth Management October 2007 - June 2010
TD Waterhouse August 2005 - November 2007
TD Waterhouse 1999 - 2005
Skills
Financial Services, Customer Service, Leadership, Sales, Mutual Funds, Investments, Banking, Financial Planning, Financial Analysis, Risk Management
Education
Ryerson University
Jason Jingeleski's TD Waterhouse Experience September 2001 - October 2003
Job William Hill
Industry Gambling & Casinos
Experience
William Hill July 2015 - Present
Jokers Wild - Eldorado Casino July 2014 - April 2015
Jokers Wild- Eldorado Casino July 2013 - July 2014
Tropicana Las Vegas Inc 2011 - 2012
Jokers Wild- Eldordao Casino December 2007 - July 2011
Hard Rock Hotel and Casino December 2009 - October 2010
TD Ameritrade October 2003 - December 2007
TD Waterhouse September 2001 - October 2003
TD Waterhouse Securities September 2000 - September 2001
TD Waterhouse Institutional Services March 1999 - September 2000
Skills
Gambling, Customer Satisfaction, Team Building, Risk Management, Social Media Marketing, Budgets, Financial Services, Strategic Planning, Coaching, Training, Sales, Hiring, Microsoft Excel, Investments, Casino, Management, Microsoft Office, Leadership, Hospitality, Customer Service, CRM, Policy
Education
State University of New York College at Oneonta 1994 — 1998
BS, Political Science
William Hill July 2015 - Present
Jokers Wild - Eldorado Casino July 2014 - April 2015
Jokers Wild- Eldorado Casino July 2013 - July 2014
Tropicana Las Vegas Inc 2011 - 2012
Jokers Wild- Eldordao Casino December 2007 - July 2011
Hard Rock Hotel and Casino December 2009 - October 2010
TD Ameritrade October 2003 - December 2007
TD Waterhouse September 2001 - October 2003
TD Waterhouse Securities September 2000 - September 2001
TD Waterhouse Institutional Services March 1999 - September 2000
Skills
Gambling, Customer Satisfaction, Team Building, Risk Management, Social Media Marketing, Budgets, Financial Services, Strategic Planning, Coaching, Training, Sales, Hiring, Microsoft Excel, Investments, Casino, Management, Microsoft Office, Leadership, Hospitality, Customer Service, CRM, Policy
Education
State University of New York College at Oneonta 1994 — 1998
BS, Political Science
Michelle A. Smith's TD Waterhouse Experience July 2003 - March 2005
Job HR Generalist US Land at Baker Hughes
Industry Investment Banking
Experience
Baker Hughes February 2012 - Present
Baker Hughes July 2011 - February 2012
Baker Hughes January 2011 - July 2011
Human Resources Services Enhanced, LLC September 2009 - January 2011
UBS Investment Bank January 2007 - September 2009
Bear Stearns March 2005 - January 2007
TD Waterhouse July 2003 - March 2005
Education
State University of New York at Stony Brook 2000 — 2003
B.A., Economics
Baker Hughes February 2012 - Present
Baker Hughes July 2011 - February 2012
Baker Hughes January 2011 - July 2011
Human Resources Services Enhanced, LLC September 2009 - January 2011
UBS Investment Bank January 2007 - September 2009
Bear Stearns March 2005 - January 2007
TD Waterhouse July 2003 - March 2005
Education
State University of New York at Stony Brook 2000 — 2003
B.A., Economics
Clarence Souza, CFP®'s TD Waterhouse Experience January 2000 - October 2004
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Union Banc Investment Services January 2005 - January 2013
TD Waterhouse January 2000 - October 2004
Skills
Strategic Financial...
Education
San Diego State University-California State University 2002 — 2004
MSBA, Financial and Tax Planning
University of California, San Diego 1997 — 1999
Bachelor of Science (B.S.), Economics
Merrill Lynch January 2013 - Present
Union Banc Investment Services January 2005 - January 2013
TD Waterhouse January 2000 - October 2004
Skills
Strategic Financial...
Education
San Diego State University-California State University 2002 — 2004
MSBA, Financial and Tax Planning
University of California, San Diego 1997 — 1999
Bachelor of Science (B.S.), Economics
Jean Dugan's TD Waterhouse Experience 2003 - 2005
Job at IHS Herold
Industry Information Services
Experience
IHS Herold September 2010 - Present
Mergent, Inc. 2006 - September 2010
TD Waterhouse 2003 - 2005
Oxford Metrica 2002 - 2003
Crain Communications 1997 - 2002
Capital Cities/ABC 1997 - 1997
CSFB 1992 - 1997
CBS, Inc 1990 - 1991
Education
Webster University 1988 — 1990
MBA, International Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Economics, English
IHS Herold September 2010 - Present
Mergent, Inc. 2006 - September 2010
TD Waterhouse 2003 - 2005
Oxford Metrica 2002 - 2003
Crain Communications 1997 - 2002
Capital Cities/ABC 1997 - 1997
CSFB 1992 - 1997
CBS, Inc 1990 - 1991
Education
Webster University 1988 — 1990
MBA, International Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Economics, English
Patrick O'Toole's TD Waterhouse Experience November 2000 - August 2001
Job Director Credit Trading at Credit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB March 2015 - Present
Credit Agricole August 2013 - March 2015
Morgan Stanley September 2011 - July 2013
Morgan Stanley December 2008 - September 2011
Advisors Asset Management, Inc October 2001 - November 2008
Fixed Income Securities LP 2001 - 2008
Capstone Investments September 2001 - September 2001
TD Waterhouse November 2000 - August 2001
Skills
Fixed Income, Bonds, Equities, Series 7, Bloomberg, Series 63, Capital Markets, Trading, Securities, Financial Markets, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Electronic Trading, Options, FINRA, Asset Management, Structured Products
Education
Hofstra University 2007 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Music
Crédit Agricole CIB March 2015 - Present
Credit Agricole August 2013 - March 2015
Morgan Stanley September 2011 - July 2013
Morgan Stanley December 2008 - September 2011
Advisors Asset Management, Inc October 2001 - November 2008
Fixed Income Securities LP 2001 - 2008
Capstone Investments September 2001 - September 2001
TD Waterhouse November 2000 - August 2001
Skills
Fixed Income, Bonds, Equities, Series 7, Bloomberg, Series 63, Capital Markets, Trading, Securities, Financial Markets, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Electronic Trading, Options, FINRA, Asset Management, Structured Products
Education
Hofstra University 2007 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Music
Douglas Cahn's TD Waterhouse Experience 1995 - 2006
Job Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2009 - Present
Bear, Stearns & Co. Inc. August 2006 - December 2008
TD Waterhouse 1995 - 2006
Education
State University of New York Empire State College
JPMorgan Chase January 2009 - Present
Bear, Stearns & Co. Inc. August 2006 - December 2008
TD Waterhouse 1995 - 2006
Education
State University of New York Empire State College
Sreedevi Dasari, PMP, ITIL's TD Waterhouse Experience August 2010 - February 2011
Job Sr. Project / Program Manager
Industry Computer Software
Experience
CIBC March 2015 - Present
TD March 2012 - February 2015
Macquarie Group April 2011 - February 2012
TD Waterhouse August 2010 - February 2011
RBC September 2008 - September 2010
CIBC November 2006 - July 2008
Skills
PMP, ITIL, HL7, Requirements Analysis, SDLC, Software Project..., Microsoft Certified..., Requirements Gathering, Business Requirements, Integration, Data Warehousing, IT Management, Project Delivery, Waterfall, Vendor Management, Testing, Business Analysis, Project Portfolio..., Governance, Program Management, Enterprise Architecture, Agile Methodologies, Release Management, PMO, Business Process Design, Software Documentation, Risk Management, Systems Analysis, Test Management, Business Process, IT Strategy, User Acceptance Testing, SharePoint, Agile Project Management, IT Service Management, SOA, Quality Center, Software Quality..., Resource Management, Business Intelligence, MS Project, Visio, Scrum, Software Development, Microsoft SQL Server, DB2, Quality Assurance, Business Process..., Solution Architecture, Test Planning
Education
Sri Venkateswara University
Bachelor of Engineering (B.Eng.), Electronics and Communications Engg
CIBC March 2015 - Present
TD March 2012 - February 2015
Macquarie Group April 2011 - February 2012
TD Waterhouse August 2010 - February 2011
RBC September 2008 - September 2010
CIBC November 2006 - July 2008
Skills
PMP, ITIL, HL7, Requirements Analysis, SDLC, Software Project..., Microsoft Certified..., Requirements Gathering, Business Requirements, Integration, Data Warehousing, IT Management, Project Delivery, Waterfall, Vendor Management, Testing, Business Analysis, Project Portfolio..., Governance, Program Management, Enterprise Architecture, Agile Methodologies, Release Management, PMO, Business Process Design, Software Documentation, Risk Management, Systems Analysis, Test Management, Business Process, IT Strategy, User Acceptance Testing, SharePoint, Agile Project Management, IT Service Management, SOA, Quality Center, Software Quality..., Resource Management, Business Intelligence, MS Project, Visio, Scrum, Software Development, Microsoft SQL Server, DB2, Quality Assurance, Business Process..., Solution Architecture, Test Planning
Education
Sri Venkateswara University
Bachelor of Engineering (B.Eng.), Electronics and Communications Engg
Aaron Klein's TD Waterhouse Experience 2002 - 2004
Job Senior Client Manager at PMG.net
Industry Information Technology and Services
Experience
PMG.net January 2012 - Present
Cadbury Adams/Kraft Foods 2009 - December 2011
UBS Wealth Management 2008 - 2009
JPMorgan Chase 2007 - 2008
Booz Allen Hamilton 2004 - 2007
TD Waterhouse 2002 - 2004
Arthur Andersen 1998 - 2002
Office of the Comptroller of the Currency 1989 - 1998
Skills
Performance Management, Business Analysis, Change Management, Business Process..., Strategy, Program Management, Management, Employee Engagement, Leadership, Personnel Management, Project Planning, Risk Management
Education
Syracuse University 1984 — 1988
PMG.net January 2012 - Present
Cadbury Adams/Kraft Foods 2009 - December 2011
UBS Wealth Management 2008 - 2009
JPMorgan Chase 2007 - 2008
Booz Allen Hamilton 2004 - 2007
TD Waterhouse 2002 - 2004
Arthur Andersen 1998 - 2002
Office of the Comptroller of the Currency 1989 - 1998
Skills
Performance Management, Business Analysis, Change Management, Business Process..., Strategy, Program Management, Management, Employee Engagement, Leadership, Personnel Management, Project Planning, Risk Management
Education
Syracuse University 1984 — 1988
Michael Bravence's TD Waterhouse Experience 1997 - 2000
Job Systems Engineer at Accredited Home Lenders
Industry Information Technology and Services
Experience
Accredited Home Lenders October 2007 - Present
Accredited Home Lenders July 2002 - October 2007
TD Waterhouse 1997 - 2000
Education
San Diego State University-California State University 1996 — 2004
Accredited Home Lenders October 2007 - Present
Accredited Home Lenders July 2002 - October 2007
TD Waterhouse 1997 - 2000
Education
San Diego State University-California State University 1996 — 2004
Lex Levinrad's TD Waterhouse Experience December 1992 - May 1995
Job Real Estate Investor, Author and Speaker. Founder & CEO of the Distressed Real Estate Institute
Industry Real Estate
Experience
Distressed Real Estate Institute, LLC. January 2008 - Present
Lex Holdings, LLC. July 2003 - Present
Levinrad Capital Management January 1995 - June 2003
First Allied Securities May 1995 - May 1998
TD Waterhouse December 1992 - May 1995
Chicago Board of Trade May 1990 - May 1991
Skills
Rehabbing, REO, Foreclosures, Short Sales, Wholesaling, landlord, Rental Properties, fixing and flipping, wholesale real estate, distressed real estate, bank owned properties, bank owned houses, pre-foreclosure, investing in..., short sale negotiation, real estate coaching, real estate education, Real Estate, Property Management, Graduate Real Estate..., Property Flipping, House, Landlord, Investments, Rentals, Wholesale Real Estate, Wholesale, Real Estate Transactions, Investors, Entrepreneurship, Single Family Homes, Investment Properties, Residential Homes, Property, Brokerage, Relocation, Real Estate Financing, Buyer Representation, Condos, Selling, Mortgage Lending, Landlords, Luxury, International Real..., Mergers & Acquisitions, Sellers, Portfolio Management, Disposition, Commercial Real Estate, Apartments
Education
Association For Investment Management Research 1997 — 1999
CFA Level 1, Finance, Portfolio Management
University of Phoenix 1995 — 1997
Bachelors, Finance, Business Administration
San Diego State University-California State University 1989 — 1991
Bachelor of Science, Finance
Distressed Real Estate Institute, LLC. January 2008 - Present
Lex Holdings, LLC. July 2003 - Present
Levinrad Capital Management January 1995 - June 2003
First Allied Securities May 1995 - May 1998
TD Waterhouse December 1992 - May 1995
Chicago Board of Trade May 1990 - May 1991
Skills
Rehabbing, REO, Foreclosures, Short Sales, Wholesaling, landlord, Rental Properties, fixing and flipping, wholesale real estate, distressed real estate, bank owned properties, bank owned houses, pre-foreclosure, investing in..., short sale negotiation, real estate coaching, real estate education, Real Estate, Property Management, Graduate Real Estate..., Property Flipping, House, Landlord, Investments, Rentals, Wholesale Real Estate, Wholesale, Real Estate Transactions, Investors, Entrepreneurship, Single Family Homes, Investment Properties, Residential Homes, Property, Brokerage, Relocation, Real Estate Financing, Buyer Representation, Condos, Selling, Mortgage Lending, Landlords, Luxury, International Real..., Mergers & Acquisitions, Sellers, Portfolio Management, Disposition, Commercial Real Estate, Apartments
Education
Association For Investment Management Research 1997 — 1999
CFA Level 1, Finance, Portfolio Management
University of Phoenix 1995 — 1997
Bachelors, Finance, Business Administration
San Diego State University-California State University 1989 — 1991
Bachelor of Science, Finance
Pascale Decosse Leger's TD Waterhouse Experience April 2010 - February 2012
Job Senior Business Analyst at TD
Industry Information Technology and Services
Experience
TD March 2014 - Present
Travelers January 2013 - March 2014
TD Waterhouse April 2010 - February 2012
TD Waterhouse January 2008 - September 2009
Royal & Sun Alliance July 2007 - January 2008
SSQ Assurances générales September 2004 - June 2007
SunGard July 2002 - September 2004
Royal & Sun Alliance June 1999 - June 2002
Royal & Sun Alliance 1999 - 2002
CIT 1997 - 1999
Skills
Requirements Gathering, Business Analysis, Business Process, Business Requirements, Analysis, Team Leadership, Management, Testing, Gap Analysis, Quality Assurance, Teamwork
Education
Wilfrid Laurier University 2003 — 2006
MBA, Strategy
Ryerson University 1995 — 1999
Hon B.Sc, Applied Chemistry & Biology
TD March 2014 - Present
Travelers January 2013 - March 2014
TD Waterhouse April 2010 - February 2012
TD Waterhouse January 2008 - September 2009
Royal & Sun Alliance July 2007 - January 2008
SSQ Assurances générales September 2004 - June 2007
SunGard July 2002 - September 2004
Royal & Sun Alliance June 1999 - June 2002
Royal & Sun Alliance 1999 - 2002
CIT 1997 - 1999
Skills
Requirements Gathering, Business Analysis, Business Process, Business Requirements, Analysis, Team Leadership, Management, Testing, Gap Analysis, Quality Assurance, Teamwork
Education
Wilfrid Laurier University 2003 — 2006
MBA, Strategy
Ryerson University 1995 — 1999
Hon B.Sc, Applied Chemistry & Biology
Ellen Ching, CFP®'s TD Waterhouse Experience July 1998 - June 2003
Job Branch Manager/Financial Advisor Raymond James
Industry Financial Services
Experience
Raymond James Financial Services Inc. March 2014 - Present
Charles Schwab November 2007 - May 2013
TD Waterhouse July 1998 - June 2003
Charles Schwab December 1994 - June 1998
Skills
Series 7, Asset Allocation, Wealth Management, Series 63, Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Retirement Planning, FINRA, Alternative Investments, Investment Management, Wealth Management..., Retirement, Securities
Education
San Francisco State University, College of Business 2001 — 2002
MBA - Finance
University of California, Berkeley 1984 — 1989
Bachelor's Degree, Chemical Engineering
Raymond James Financial Services Inc. March 2014 - Present
Charles Schwab November 2007 - May 2013
TD Waterhouse July 1998 - June 2003
Charles Schwab December 1994 - June 1998
Skills
Series 7, Asset Allocation, Wealth Management, Series 63, Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Retirement Planning, FINRA, Alternative Investments, Investment Management, Wealth Management..., Retirement, Securities
Education
San Francisco State University, College of Business 2001 — 2002
MBA - Finance
University of California, Berkeley 1984 — 1989
Bachelor's Degree, Chemical Engineering
Laurie Pratt Ehrbar's TD Waterhouse Experience April 1999 - July 2001
Job Marketing and Advertising Consultant
Industry Internet
Experience
Self - Employed December 2004 - Present
Citigroup July 2001 - June 2003
TD Waterhouse April 1999 - July 2001
The Institute For International Research March 1997 - April 1999
George Little Management July 1995 - September 1996
Skills
Advertising, Wealth Management, Digital Strategy, Strategic Partnerships, Securities, Marketing, Analytics, Coaching, Strategic Planning, Web Marketing, SDLC, Marketing Strategy, Financial Services, Online Advertising, Leadership, Product Management, Online Marketing, Strategy
Education
Syracuse University 1992 — 1995
Syracuse University 1994 — 1994
Syracuse University Summer Politics & Media Program, London, England
Tunkhannock
Self - Employed December 2004 - Present
Citigroup July 2001 - June 2003
TD Waterhouse April 1999 - July 2001
The Institute For International Research March 1997 - April 1999
George Little Management July 1995 - September 1996
Skills
Advertising, Wealth Management, Digital Strategy, Strategic Partnerships, Securities, Marketing, Analytics, Coaching, Strategic Planning, Web Marketing, SDLC, Marketing Strategy, Financial Services, Online Advertising, Leadership, Product Management, Online Marketing, Strategy
Education
Syracuse University 1992 — 1995
Syracuse University 1994 — 1994
Syracuse University Summer Politics & Media Program, London, England
Tunkhannock
Richard De Bella Jr's TD Waterhouse Experience June 2000 - March 2003
Job Director & SVP Enterprise Business Specialist at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2010 - March 2014
Bank of America Merrill Lynch May 2009 - February 2010
Merrill Lynch - Global Private Client Division - Global Bank Group October 2008 - May 2009
Merrill Lynch April 2006 - October 2008
Wachovia Bank March 2003 - April 2006
TD Waterhouse June 2000 - March 2003
Mellon Bank August 1999 - June 2000
Skills
Uniform Combined State..., Banking, Series 63, Portfolio Management, Investments, Series 7, Commercial Lending, Series 24, Series 65, Finance, Mutual Funds, Retirement Planning, Financial Services, Credit, Fixed Income, Strategic Financial..., Wealth Management, Cash Management, Commercial Banking, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Post Graduate Certificate, Finance, General
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2008
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Highland High School
Highland High School
Highland High School
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2010 - March 2014
Bank of America Merrill Lynch May 2009 - February 2010
Merrill Lynch - Global Private Client Division - Global Bank Group October 2008 - May 2009
Merrill Lynch April 2006 - October 2008
Wachovia Bank March 2003 - April 2006
TD Waterhouse June 2000 - March 2003
Mellon Bank August 1999 - June 2000
Skills
Uniform Combined State..., Banking, Series 63, Portfolio Management, Investments, Series 7, Commercial Lending, Series 24, Series 65, Finance, Mutual Funds, Retirement Planning, Financial Services, Credit, Fixed Income, Strategic Financial..., Wealth Management, Cash Management, Commercial Banking, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Post Graduate Certificate, Finance, General
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2008
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Highland High School
Highland High School
Highland High School
Chris Armato's TD Waterhouse Experience May 1995 - November 2004
Job Vice President at Credit Suisse Securities USA
Industry Financial Services
Experience
Credit Suisse Securities USA 2009 - Present
HSBC Securities USA Inc 2004 - 2009
TD Waterhouse May 1995 - November 2004
Skills
Corporate Actions, Securities, Settlement, DTC, Fixed Income, SWIFT, Global Custody, Euroclear, Bloomberg, Securities Lending, Middle Office, Prime Brokerage, Settlements, Investment Banking, Back Office, Series 7, Equities, Reconciliation, Reconciliations, Financial Markets, Trading, Asset Management, Bonds, Asset, Risk, Risk Management, Reference Data, AML, Series 63, Financial Risk, Derivatives, Capital Markets, SWIFT payments, Account Reconciliation, FX Options, Hedge Funds, Options, SWIFT Payments
Education
State University of New York Empire State College
BS, Business Management
Credit Suisse Securities USA 2009 - Present
HSBC Securities USA Inc 2004 - 2009
TD Waterhouse May 1995 - November 2004
Skills
Corporate Actions, Securities, Settlement, DTC, Fixed Income, SWIFT, Global Custody, Euroclear, Bloomberg, Securities Lending, Middle Office, Prime Brokerage, Settlements, Investment Banking, Back Office, Series 7, Equities, Reconciliation, Reconciliations, Financial Markets, Trading, Asset Management, Bonds, Asset, Risk, Risk Management, Reference Data, AML, Series 63, Financial Risk, Derivatives, Capital Markets, SWIFT payments, Account Reconciliation, FX Options, Hedge Funds, Options, SWIFT Payments
Education
State University of New York Empire State College
BS, Business Management
Pinky Gill's TD Waterhouse Experience April 2009 - October 2011
Job Senior Manager, New Accounts
Industry Banking
Experience
TD Bank Financial Group 1988 - Present
TD Bank October 2011 - August 2012
TD Waterhouse April 2009 - October 2011
Skills
Mutual Funds, Retail Banking, Banking, Credit, Wealth Management, Financial Services, Relationship Management, Commercial Banking, Mortgage Lending, Consumer Lending, Portfolio Management, Investments, Risk Management, Small Business Lending, Management, Business Analysis
Education
Sheridan College
Finance
TD Bank Financial Group 1988 - Present
TD Bank October 2011 - August 2012
TD Waterhouse April 2009 - October 2011
Skills
Mutual Funds, Retail Banking, Banking, Credit, Wealth Management, Financial Services, Relationship Management, Commercial Banking, Mortgage Lending, Consumer Lending, Portfolio Management, Investments, Risk Management, Small Business Lending, Management, Business Analysis
Education
Sheridan College
Finance
Jamie Kowalski's TD Waterhouse Experience 2000 - 2001
Job Account Manager
Industry Retail
Experience
Contract Pharmacal Corp February 2009 - Present
Ann Taylor February 2005 - April 2008
Venture Direct Worldwide March 2001 - February 2005
TD Waterhouse 2000 - 2001
Education
Stony Brook University 1996 — 2000
Contract Pharmacal Corp February 2009 - Present
Ann Taylor February 2005 - April 2008
Venture Direct Worldwide March 2001 - February 2005
TD Waterhouse 2000 - 2001
Education
Stony Brook University 1996 — 2000
Elijah Huyghue's TD Waterhouse Experience February 2000 - October 2000
Job Team Lead at Vodafone
Industry Telecommunications
Experience
Vodafone October 2014 - Present
IPREO February 2005 - October 2014
Cantor Fitzgerald October 2000 - February 2005
TD Waterhouse February 2000 - October 2000
Skills
Social Media, Management, Telecommunications, Event Management, Business Strategy, Project Management, Negotiation, Access, Advertising, Marketing Strategy, Marketing Communications, Online Advertising, Budgets, SEO, Marketing, Leadership, Microsoft Excel, Analysis, Entrepreneurship, Business Development, Product Management, Social Networking
Education
State University of New York College at Oneonta
Bachelor's degree, Communications and Theatre, 3.5
State University of New York College at Oneonta
Bachelor's degree
Vodafone October 2014 - Present
IPREO February 2005 - October 2014
Cantor Fitzgerald October 2000 - February 2005
TD Waterhouse February 2000 - October 2000
Skills
Social Media, Management, Telecommunications, Event Management, Business Strategy, Project Management, Negotiation, Access, Advertising, Marketing Strategy, Marketing Communications, Online Advertising, Budgets, SEO, Marketing, Leadership, Microsoft Excel, Analysis, Entrepreneurship, Business Development, Product Management, Social Networking
Education
State University of New York College at Oneonta
Bachelor's degree, Communications and Theatre, 3.5
State University of New York College at Oneonta
Bachelor's degree
David Piscitelli's TD Waterhouse Experience 1992 - 1999
Job Executive Director, Fixed Income Compliance at JPMorgan Chase
Industry Law Practice
Experience
JPMorgan Chase August 2013 - Present
JPMorgan Chase June 2008 - Present
Bear Stearns June 2003 - June 2008
Schwab Soundview Capital Markets August 1999 - June 2003
TD Waterhouse 1992 - 1999
Education
Rutgers University School of Law - Newark 1995 — 1998
JD
Villanova University 1986 — 1990
finance
JPMorgan Chase August 2013 - Present
JPMorgan Chase June 2008 - Present
Bear Stearns June 2003 - June 2008
Schwab Soundview Capital Markets August 1999 - June 2003
TD Waterhouse 1992 - 1999
Education
Rutgers University School of Law - Newark 1995 — 1998
JD
Villanova University 1986 — 1990
finance
Thomas J. Bellaro's TD Waterhouse Experience February 2005 - October 2005
Job Manager IA Compliance
Industry Financial Services
Experience
Park Avenue Securities October 2005 - Present
Park Avenue Securities August 2011 - October 2011
TD Waterhouse February 2005 - October 2005
Park Avenue Securities January 2001 - February 2005
Prudential Securities June 1999 - December 2000
NYSE Regulation July 1998 - May 1999
Skills
Mergers, Investments, Investment Advisory, SEC, Financial Services, Auditing, Securities, Internal Audit, Equities, Capital Markets, Asset Managment, USA PATRIOT Act, Risk Management, Compliance, Asset Management, Series 7, Financial Risk, Mergers & Acquisitions, AML, FINRA, Series 63, Financial Advisory, Mutual Funds
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
BS, Finance
Park Avenue Securities October 2005 - Present
Park Avenue Securities August 2011 - October 2011
TD Waterhouse February 2005 - October 2005
Park Avenue Securities January 2001 - February 2005
Prudential Securities June 1999 - December 2000
NYSE Regulation July 1998 - May 1999
Skills
Mergers, Investments, Investment Advisory, SEC, Financial Services, Auditing, Securities, Internal Audit, Equities, Capital Markets, Asset Managment, USA PATRIOT Act, Risk Management, Compliance, Asset Management, Series 7, Financial Risk, Mergers & Acquisitions, AML, FINRA, Series 63, Financial Advisory, Mutual Funds
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
BS, Finance
Terrence Alexander's TD Waterhouse Experience August 1998 - February 2001
Job Personal Finance Consultant
Industry Financial Services
Experience
The Thomas Group 2008 - Present
charter one investment services July 2006 - October 2008
JP Morgan February 2002 - July 2006
TD Waterhouse August 1998 - February 2001
Skills
Retirement Planning, Fixed Annuities, Retirement, Sales, Estate Planning, Market Development, Investments, Insurance, Life Insurance, Mortgage Lending, Small Business, 401k, Term Life Insurance, Long-term Care
Education
Saint Xavier Graham School of Management
Saint Xavier University
The Thomas Group 2008 - Present
charter one investment services July 2006 - October 2008
JP Morgan February 2002 - July 2006
TD Waterhouse August 1998 - February 2001
Skills
Retirement Planning, Fixed Annuities, Retirement, Sales, Estate Planning, Market Development, Investments, Insurance, Life Insurance, Mortgage Lending, Small Business, 401k, Term Life Insurance, Long-term Care
Education
Saint Xavier Graham School of Management
Saint Xavier University
Sandra Jankovski's TD Waterhouse Experience November 2003 - June 2006
Job Manager, Business and Technology Solutions at TD
Industry Financial Services
Experience
TD, Mutual Funds July 2012 - Present
TD Bank Group June 2006 - October 2012
TD Waterhouse November 2003 - June 2006
TD Canada Trust May 2003 - October 2003
TD Insurance June 2002 - May 2003
TD Canada Trust February 1996 - June 2002
Skills
Business Process..., Project Management, Program Management, Business Alignment, Banking, Leadership, PMP, Strategy, PMO, Negotiation, Business Requirements, Requirements Gathering, Business Analysis, Management, Change Management, Managerial Finance, SDLC, Requirements Analysis, Process Improvement
Education
Ryerson University 1998 — 2002
B.Comm, IT and Business Management
TD, Mutual Funds July 2012 - Present
TD Bank Group June 2006 - October 2012
TD Waterhouse November 2003 - June 2006
TD Canada Trust May 2003 - October 2003
TD Insurance June 2002 - May 2003
TD Canada Trust February 1996 - June 2002
Skills
Business Process..., Project Management, Program Management, Business Alignment, Banking, Leadership, PMP, Strategy, PMO, Negotiation, Business Requirements, Requirements Gathering, Business Analysis, Management, Change Management, Managerial Finance, SDLC, Requirements Analysis, Process Improvement
Education
Ryerson University 1998 — 2002
B.Comm, IT and Business Management
Mark Huhn, CFP®'s TD Waterhouse Experience 1998 - 2001
Job Vice President at Charles Schwab in La Jolla
Industry Financial Services
Experience
Charles Schwab September 2001 - Present
TD Waterhouse 1998 - 2001
Jack White & Co 1995 - 1998
Olde Stockbrokers 1994 - 1995
Citizens National Mortgage 1993 - 1994
Education
San Diego State University-California State University 2006 — 2008
CFP®, Certified Financial Planning Program
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Charles Schwab September 2001 - Present
TD Waterhouse 1998 - 2001
Jack White & Co 1995 - 1998
Olde Stockbrokers 1994 - 1995
Citizens National Mortgage 1993 - 1994
Education
San Diego State University-California State University 2006 — 2008
CFP®, Certified Financial Planning Program
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Scott Xie's TD Waterhouse Experience 1998 - 2000
Job Sr. Systems Engineer at Bank of TokyoMitsubishi
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi June 2010 - Present
IBM July 2009 - June 2010
Credit Suisse November 2000 - December 2006
Credit Suisse Investment Bank 2000 - 2006
Credit Suisse/First Boston 2000 - 2006
Donaldson, Lufkin & Jenrette August 2000 - November 2000
TD Waterhouse 1998 - 2000
HSBC July 1997 - June 1998
Skills
RHEL, Microsoft Exchange, VMware, vSphere, IIS, NFS, Perl, Servers, Windows, Virtualization, VMware ESX, Disaster Recovery, Active Directory, Windows Server, System Deployment, VMware Infrastructure, Troubleshooting, Business Continuity, IT Operations, Solaris, Data Center, Cluster, High Availability, Infrastructure, SAN, Enterprise Architecture, Storage Area Networks, Citrix, ITIL, DNS, Server Architecture, Storage, Unix, WSUS, Operating Systems, HP, Microsoft Technologies, Network Security, Powershell, Cloud Computing, Shell Scripting, Information Technology, Information Security, Linux, Network Administration, Windows 7, Veritas Volume Manager, Microsoft SQL Server, Service Delivery, Information Security...
Education
State University of New York at Buffalo - School of Management 1993 — 1997
BS, MIS
Bank of Tokyo-Mitsubishi June 2010 - Present
IBM July 2009 - June 2010
Credit Suisse November 2000 - December 2006
Credit Suisse Investment Bank 2000 - 2006
Credit Suisse/First Boston 2000 - 2006
Donaldson, Lufkin & Jenrette August 2000 - November 2000
TD Waterhouse 1998 - 2000
HSBC July 1997 - June 1998
Skills
RHEL, Microsoft Exchange, VMware, vSphere, IIS, NFS, Perl, Servers, Windows, Virtualization, VMware ESX, Disaster Recovery, Active Directory, Windows Server, System Deployment, VMware Infrastructure, Troubleshooting, Business Continuity, IT Operations, Solaris, Data Center, Cluster, High Availability, Infrastructure, SAN, Enterprise Architecture, Storage Area Networks, Citrix, ITIL, DNS, Server Architecture, Storage, Unix, WSUS, Operating Systems, HP, Microsoft Technologies, Network Security, Powershell, Cloud Computing, Shell Scripting, Information Technology, Information Security, Linux, Network Administration, Windows 7, Veritas Volume Manager, Microsoft SQL Server, Service Delivery, Information Security...
Education
State University of New York at Buffalo - School of Management 1993 — 1997
BS, MIS
Kamal Basra's TD Waterhouse Experience November 2003 - January 2009
Job Financial Advisor at Sophia Financial Group
Industry Investment Management
Experience
Raymond James 2009 - Present
Sophia Financial Group 2009 - Present
Women in Leadership Foundation 2008 - 2010
TD Waterhouse November 2003 - January 2009
Dundee Securities 1996 - November 2003
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Strategic Planning, Retirement Planning, Mutual Funds, Public Speaking, Financial Advisory, Portfolio Management, Securities, Financial Analysis, Risk Management, Leadership, Finance, Investment Management
Education
Simon Fraser University 1982 — 1987
BSc, Molecular Biology
Vancouver Technical Secondary School 1978 — 1982
Diploma, Science
Raymond James 2009 - Present
Sophia Financial Group 2009 - Present
Women in Leadership Foundation 2008 - 2010
TD Waterhouse November 2003 - January 2009
Dundee Securities 1996 - November 2003
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Strategic Planning, Retirement Planning, Mutual Funds, Public Speaking, Financial Advisory, Portfolio Management, Securities, Financial Analysis, Risk Management, Leadership, Finance, Investment Management
Education
Simon Fraser University 1982 — 1987
BSc, Molecular Biology
Vancouver Technical Secondary School 1978 — 1982
Diploma, Science
Kenneth Bradshaw Jr.'s TD Waterhouse Experience May 1999 - October 2002
Job Divisional Sales Manager at iShares
Industry Financial Services
Experience
iShares July 2013 - Present
BlackRock July 2011 - July 2013
BlackRock Investments August 2010 - June 2011
TD Wealth Management September 2009 - August 2010
Merrill Lynch December 2006 - September 2009
Merrill Lynch Investment Managers/BlackRock April 2006 - December 2006
Merrill Lynch Retirement Group January 2004 - April 2006
Safeco October 2002 - January 2004
TD Waterhouse May 1999 - October 2002
Skills
Finance, Financial Analysis, Analysis, Investments, Fixed Income, Mutual Funds, Asset Management, Management, Alternative Investments, Credit
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2009
Masters of Business Administration, Finance
University of North Carolina at Charlotte - Belk College of Business 1994 — 1997
BS Business Administration, Finance/Financial Management
iShares July 2013 - Present
BlackRock July 2011 - July 2013
BlackRock Investments August 2010 - June 2011
TD Wealth Management September 2009 - August 2010
Merrill Lynch December 2006 - September 2009
Merrill Lynch Investment Managers/BlackRock April 2006 - December 2006
Merrill Lynch Retirement Group January 2004 - April 2006
Safeco October 2002 - January 2004
TD Waterhouse May 1999 - October 2002
Skills
Finance, Financial Analysis, Analysis, Investments, Fixed Income, Mutual Funds, Asset Management, Management, Alternative Investments, Credit
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2009
Masters of Business Administration, Finance
University of North Carolina at Charlotte - Belk College of Business 1994 — 1997
BS Business Administration, Finance/Financial Management
Andrey Churyumov's TD Waterhouse Experience December 2007 - June 2008
Job Programmer/Analyst at TD Securities
Industry Banking
Experience
TD Securities July 2008 - Present
TD Waterhouse December 2007 - June 2008
NCIC Consulting Group June 1999 - September 2007
Skills
SDLC, Microsoft SQL Server, ETL, Visual Basic, ASP.NET, C#, T-SQL, Requirements Gathering, Programming, Access, Systems Analysis, Database Design, Data Warehousing, DB2, SSRS, SQL, Visio, Databases, SharePoint, Requirements Analysis, Data Modeling, XML
Education
Saint Petersburg State Electrotechnical University "LETI" 1977 — 1983
Masters, Computer Science
TD Securities July 2008 - Present
TD Waterhouse December 2007 - June 2008
NCIC Consulting Group June 1999 - September 2007
Skills
SDLC, Microsoft SQL Server, ETL, Visual Basic, ASP.NET, C#, T-SQL, Requirements Gathering, Programming, Access, Systems Analysis, Database Design, Data Warehousing, DB2, SSRS, SQL, Visio, Databases, SharePoint, Requirements Analysis, Data Modeling, XML
Education
Saint Petersburg State Electrotechnical University "LETI" 1977 — 1983
Masters, Computer Science
Raymond O'Brien's TD Waterhouse Experience 1996 - 2003
Job Senior Examiner at FINRA
Industry Financial Services
Experience
FINRA March 2004 - Present
TD Waterhouse 1996 - 2003
Skills
Securities, Mutual Funds, Capital Markets, FINRA, Equities, Securities Regulation, AML, Broker-Dealer, Series 24, Fixed Income, Series 7, Financial Regulation, Investments, Hedge Funds, Series 63, SEC, KYC, USA PATRIOT Act, Investment Advisory, OFAC, Bank Secrecy Act, Financial Services, Electronic Trading, Options, Derivatives, Financial Markets, Trading, Alternative Investments, Financial Risk, Operational Risk
Education
State University of New York College at Oneonta 1982 — 1985
FINRA March 2004 - Present
TD Waterhouse 1996 - 2003
Skills
Securities, Mutual Funds, Capital Markets, FINRA, Equities, Securities Regulation, AML, Broker-Dealer, Series 24, Fixed Income, Series 7, Financial Regulation, Investments, Hedge Funds, Series 63, SEC, KYC, USA PATRIOT Act, Investment Advisory, OFAC, Bank Secrecy Act, Financial Services, Electronic Trading, Options, Derivatives, Financial Markets, Trading, Alternative Investments, Financial Risk, Operational Risk
Education
State University of New York College at Oneonta 1982 — 1985
Steve Hosford's TD Waterhouse Experience February 1999 - February 2000
Job Director, Cinematographer
Industry Entertainment
Experience
Create Your Reel April 2009 - Present
American Intercontinental University, Los Angeles February 2005 - January 2010
TD Waterhouse February 1999 - February 2000
Education
San Francisco State University 1991 — 1996
BA, Cinema
Create Your Reel April 2009 - Present
American Intercontinental University, Los Angeles February 2005 - January 2010
TD Waterhouse February 1999 - February 2000
Education
San Francisco State University 1991 — 1996
BA, Cinema
Eric Tassell's TD Waterhouse Experience March 2000 - May 2003
Job SVP StockCross Corporate Services
Industry Financial Services
Experience
StockCross Financial Mid market Segment Leader - Corp. ServicesE*TRADE FinancialMay 2003 - April 2009
TD Waterhouse March 2000 - May 2003
Waterhouse Securities 1995 - 1997
Skills
Business Development, Strategy, Business Strategy, Business Planning, Management, Leadership, Process Improvement, Talent Management, Leadership Development, Recruiting, Mergers & Acquisitions, Relationship Management, Risk Management, Series 7, Financial Services
Education
Syracuse University 1985 — 1990
Portsmouth Abbey 1982 — 1985
StockCross Financial Mid market Segment Leader - Corp. ServicesE*TRADE FinancialMay 2003 - April 2009
TD Waterhouse March 2000 - May 2003
Waterhouse Securities 1995 - 1997
Skills
Business Development, Strategy, Business Strategy, Business Planning, Management, Leadership, Process Improvement, Talent Management, Leadership Development, Recruiting, Mergers & Acquisitions, Relationship Management, Risk Management, Series 7, Financial Services
Education
Syracuse University 1985 — 1990
Portsmouth Abbey 1982 — 1985
M Qadeer's TD Waterhouse Experience April 2008 - Present
Job QA Project Manager
Industry Banking
Experience
TD Waterhouse April 2008 - Present
TD Canada Trust November 2007 - April 2008
The Economical Insurance Group January 2007 - November 2007
TD Canada Trust February 2004 - December 2006
CIBC August 2001 - December 2003
American Express Bank February 2000 - July 2001
CIBC June 1997 - January 2000
Education
Sheridan College 2002 — 2003
Business Communications
Seneca College of Applied Arts and Technology 2000 — 2000
Unix Administration
TD Waterhouse April 2008 - Present
TD Canada Trust November 2007 - April 2008
The Economical Insurance Group January 2007 - November 2007
TD Canada Trust February 2004 - December 2006
CIBC August 2001 - December 2003
American Express Bank February 2000 - July 2001
CIBC June 1997 - January 2000
Education
Sheridan College 2002 — 2003
Business Communications
Seneca College of Applied Arts and Technology 2000 — 2000
Unix Administration
Jim Spindler, CFP®'s TD Waterhouse Experience 1994 - 2002
Job Senior Vice President and Senior Financial Advisor at Univest
Industry Financial Services
Experience
Univest July 2002 - Present
TD Waterhouse 1994 - 2002
Skills
Asset Management, Commercial Lending, Financial Reporting, Wealth Management, Investment Advisory, Mutual Funds, Loans, Portfolio Management, Strategic Financial..., Investments, Credit, Retirement, Asset Allocation, Investment Management, Securities, Retirement Planning
Education
Shippensburg University of Pennsylvania 1989 — 1993
BSBA, Finance
Univest July 2002 - Present
TD Waterhouse 1994 - 2002
Skills
Asset Management, Commercial Lending, Financial Reporting, Wealth Management, Investment Advisory, Mutual Funds, Loans, Portfolio Management, Strategic Financial..., Investments, Credit, Retirement, Asset Allocation, Investment Management, Securities, Retirement Planning
Education
Shippensburg University of Pennsylvania 1989 — 1993
BSBA, Finance
Kathy (Loper) Cancellieri's TD Waterhouse Experience 1997 - 2000
Job Underwriter at USAA
Industry Insurance
Experience
USAA 2005 - Present
TD Waterhouse 1997 - 2000
Skills
Insurance, Customer Service, Underwriting, Finance, Employee Benefits, General Insurance, Claim, Property & Casualty..., Casualty, Liability, Leadership, Commercial Insurance, Casualty Insurance
Education
University of Colorado Colorado Springs 2013 — 2017
Master’s Degree, Criminal Justice
San Diego State University-California State University 1995 — 1997
Bachelor, Social Work
Coronado High School 1986 — 1991
USAA 2005 - Present
TD Waterhouse 1997 - 2000
Skills
Insurance, Customer Service, Underwriting, Finance, Employee Benefits, General Insurance, Claim, Property & Casualty..., Casualty, Liability, Leadership, Commercial Insurance, Casualty Insurance
Education
University of Colorado Colorado Springs 2013 — 2017
Master’s Degree, Criminal Justice
San Diego State University-California State University 1995 — 1997
Bachelor, Social Work
Coronado High School 1986 — 1991
Dawn Burke's TD Waterhouse Experience 1998 - 2005
Job Director, Offline Advertising & Brand Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
E*TRADE Financial May 2006 - April 2013
TD Waterhouse 1998 - 2005
Skills
Series 7, Series 63, Direct Marketing, Online Advertising, Financial Services, Marketing Communications, Advertising, Marketing Strategy, Social Media, Marketing, Integrated Marketing, Digital Marketing, Analytics, Wealth Management
Education
St. John's University 1994 — 1998
TD Ameritrade October 2014 - Present
E*TRADE Financial May 2006 - April 2013
TD Waterhouse 1998 - 2005
Skills
Series 7, Series 63, Direct Marketing, Online Advertising, Financial Services, Marketing Communications, Advertising, Marketing Strategy, Social Media, Marketing, Integrated Marketing, Digital Marketing, Analytics, Wealth Management
Education
St. John's University 1994 — 1998
Wayne Cowell's TD Waterhouse Experience 2003 - 2006
Job Assistant Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
Credit Suisse January 2010 - January 2014
Credit Suisse 2007 - 2009
TD Securities 2006 - 2007
TD Waterhouse 2003 - 2006
TD Waterhouse 1999 - 2003
TD Bank 1998 - 1999
Skills
Fixed Income, Trading, Capital Markets, Derivatives, Equities, Account Reconciliation, Investment Banking, Trading Systems, Settlement, FX Options, Middle Office, Market Risk, Back Office, Business Analysis
Education
Ryerson University 2015 — 2018
Certificate, Computer Programming Applications -Networking Stream
University of Toronto 2012 — 2013
Certification, Project Management
Wilfrid Laurier University 1995 — 1998
BA, Economics
Credit Suisse January 2014 - Present
Credit Suisse January 2010 - January 2014
Credit Suisse 2007 - 2009
TD Securities 2006 - 2007
TD Waterhouse 2003 - 2006
TD Waterhouse 1999 - 2003
TD Bank 1998 - 1999
Skills
Fixed Income, Trading, Capital Markets, Derivatives, Equities, Account Reconciliation, Investment Banking, Trading Systems, Settlement, FX Options, Middle Office, Market Risk, Back Office, Business Analysis
Education
Ryerson University 2015 — 2018
Certificate, Computer Programming Applications -Networking Stream
University of Toronto 2012 — 2013
Certification, Project Management
Wilfrid Laurier University 1995 — 1998
BA, Economics
Monica Pelc's TD Waterhouse Experience April 2012 - September 2012
Job Branch Manager at TD Canada Trust
Industry Banking
Experience
TD August 2014 - Present
Scotiabank April 2013 - July 2014
TD Waterhouse April 2012 - September 2012
TD Waterhouse September 2010 - April 2012
TD Waterhouse Private Investment Advice July 2009 - September 2010
Skills
Mutual Funds, Fixed Income, Wealth Management, Portfolio Management, Investments, Equities, Banking, Credit, Credit Analysis, Retirement Planning, Relationship Management, Retail Banking, Management, Customer Service, Securities
Education
Canadian Securities Institute 2010 — 2010
Wealth Management Essentials, Finance
Canadian Securities Institute 2009 — 2009
Conduct and Practices Handbook, Finance
Canadian Securities Insitute 2008 — 2008
Canadian Securities Course, Finance
Sheridan College 2006 — 2007
Finance, College/University Preparatory and Advanced High School/Secondary Diploma Program
TD August 2014 - Present
Scotiabank April 2013 - July 2014
TD Waterhouse April 2012 - September 2012
TD Waterhouse September 2010 - April 2012
TD Waterhouse Private Investment Advice July 2009 - September 2010
Skills
Mutual Funds, Fixed Income, Wealth Management, Portfolio Management, Investments, Equities, Banking, Credit, Credit Analysis, Retirement Planning, Relationship Management, Retail Banking, Management, Customer Service, Securities
Education
Canadian Securities Institute 2010 — 2010
Wealth Management Essentials, Finance
Canadian Securities Institute 2009 — 2009
Conduct and Practices Handbook, Finance
Canadian Securities Insitute 2008 — 2008
Canadian Securities Course, Finance
Sheridan College 2006 — 2007
Finance, College/University Preparatory and Advanced High School/Secondary Diploma Program
Hagen Einspenner's TD Waterhouse Experience 1988 - 1993
Job Industry Specialist at IBM Global Technology Services, IBM Canada
Industry Financial Services
Experience
IBM Global Technology Services, IBM Canada July 2012 - Present
Penson Financial Services March 2010 - June 2012
Penson Financial Services June 2006 - April 2010
IBM Global Services 2003 - 2006
IBM Global Services 2002 - 2003
IBM Global Services 1998 - 2002
Gordon Capital Management Inc 1997 - 1998
TD Canada Trust 1993 - 1995
TD Waterhouse 1988 - 1993
Skills
SDLC, Business Analysis, Vendor Management, Portfolio Management, Risk Management, Product Management, Business Relationship..., Relationship Development
Education
Ryerson University 1986 — 1988
Public Administration
IBM Global Technology Services, IBM Canada July 2012 - Present
Penson Financial Services March 2010 - June 2012
Penson Financial Services June 2006 - April 2010
IBM Global Services 2003 - 2006
IBM Global Services 2002 - 2003
IBM Global Services 1998 - 2002
Gordon Capital Management Inc 1997 - 1998
TD Canada Trust 1993 - 1995
TD Waterhouse 1988 - 1993
Skills
SDLC, Business Analysis, Vendor Management, Portfolio Management, Risk Management, Product Management, Business Relationship..., Relationship Development
Education
Ryerson University 1986 — 1988
Public Administration
Anthony Mak's TD Waterhouse Experience April 2012 - July 2013
Job Manager, Phone Channel Analytics at TD
Industry Financial Services
Experience
TD April 2015 - Present
TD July 2013 - March 2015
TD Waterhouse April 2012 - July 2013
TD Asset Management June 2008 - April 2012
TD Canada Trust November 2006 - June 2008
Skills
Business Analysis, Statistical Data..., Data Transformation, SQL, SAS, Financial Reporting, Investments, Wealth Management, Trading, Banking, Financial Services, Business Intelligence, Analytics
Education
Ryerson University
Bachelor of Commerce (B.Com.)
TD April 2015 - Present
TD July 2013 - March 2015
TD Waterhouse April 2012 - July 2013
TD Asset Management June 2008 - April 2012
TD Canada Trust November 2006 - June 2008
Skills
Business Analysis, Statistical Data..., Data Transformation, SQL, SAS, Financial Reporting, Investments, Wealth Management, Trading, Banking, Financial Services, Business Intelligence, Analytics
Education
Ryerson University
Bachelor of Commerce (B.Com.)
Amy Devaney's TD Waterhouse Experience May 2000 - July 2004
Job Assistant Controller at Pleatco, LLC
Industry Leisure, Travel & Tourism
Experience
Pleatco, LLC April 2012 - Present
Pleatco, LLC February 2010 - April 2012
Eppendorf Inc. March 2005 - January 2010
TD Waterhouse May 2000 - July 2004
Skills
Microsoft Excel, Customer Service, Financial Analysis, Budgets, Process Improvement, Forecasting, Strategic Planning, SAP
Education
Saint Bonaventure University
BBA, Accounting
Pleatco, LLC April 2012 - Present
Pleatco, LLC February 2010 - April 2012
Eppendorf Inc. March 2005 - January 2010
TD Waterhouse May 2000 - July 2004
Skills
Microsoft Excel, Customer Service, Financial Analysis, Budgets, Process Improvement, Forecasting, Strategic Planning, SAP
Education
Saint Bonaventure University
BBA, Accounting
Christine Fantasia's TD Waterhouse Experience February 2008 - October 2012
Job Sales Support, Training and Event Planning Specialist
Industry Financial Services
Experience
Gordon B Lang & Associates June 2014 - June 2015
TD Waterhouse February 2008 - October 2012
TD Waterhouse September 2003 - February 2008
TD Canada Trust November 2000 - September 2003
Canada Trust February 2000 - November 2000
Skills
Mutual Funds, Banking, People Development, Recruiting, Employee Training, Event Planning, Sales Support, Customer Retention, Project Management, Marketing Communications, Credit, Commercial Banking, Loans, Relationship Management, Investments, Wealth Management, Retail Banking, Mortgage Lending, Fixed Income, Customer Service
Education
Canadian Securities Institute
Conduct & Practices Handbook (CPH)
Canadian Securities Institute
Canadian Securities Course (CSC)
Sheridan College
Business Management, Business Administration and Management, General
Gordon B Lang & Associates June 2014 - June 2015
TD Waterhouse February 2008 - October 2012
TD Waterhouse September 2003 - February 2008
TD Canada Trust November 2000 - September 2003
Canada Trust February 2000 - November 2000
Skills
Mutual Funds, Banking, People Development, Recruiting, Employee Training, Event Planning, Sales Support, Customer Retention, Project Management, Marketing Communications, Credit, Commercial Banking, Loans, Relationship Management, Investments, Wealth Management, Retail Banking, Mortgage Lending, Fixed Income, Customer Service
Education
Canadian Securities Institute
Conduct & Practices Handbook (CPH)
Canadian Securities Institute
Canadian Securities Course (CSC)
Sheridan College
Business Management, Business Administration and Management, General
Nizza Thanabalasingam's TD Waterhouse Experience November 2008 - July 2009
Job Senior Relationship Management Analyst at RBC
Industry Financial Services
Experience
RBC June 2015 - Present
RBC Investor Services August 2011 - June 2015
TD Bank Financial Group December 2010 - August 2011
TD Bank Financial Group 2009 - December 2010
TD Waterhouse November 2008 - July 2009
Celestica August 2006 - August 2007
Skills
PMO, SDLC, Project Portfolio..., Visio, Vendor Management, Financials, MS Project, PMF, Business Analysis, Business Requirements, Project Delivery, User Acceptance Testing, Business Process..., Financial Services, Business Process, Project Management, Change Management, Management
Education
Ryerson University 2003 — 2008
B.Comm, Management
RBC June 2015 - Present
RBC Investor Services August 2011 - June 2015
TD Bank Financial Group December 2010 - August 2011
TD Bank Financial Group 2009 - December 2010
TD Waterhouse November 2008 - July 2009
Celestica August 2006 - August 2007
Skills
PMO, SDLC, Project Portfolio..., Visio, Vendor Management, Financials, MS Project, PMF, Business Analysis, Business Requirements, Project Delivery, User Acceptance Testing, Business Process..., Financial Services, Business Process, Project Management, Change Management, Management
Education
Ryerson University 2003 — 2008
B.Comm, Management
Theages Arumugam's TD Waterhouse Experience January 2009 - June 2009
Job Administrative Support at TDSB
Industry Marketing and Advertising
Experience
Toronto District School Board September 2013 - Present
Fragomen Worldwide March 2015 - May 2015
TD Insurance January 2015 - March 2015
Thomson Reuters February 2012 - April 2014
ACNielsen July 2009 - February 2012
TD Waterhouse January 2009 - June 2009
Noble Reign Inc. October 2007 - December 2008
UPS Supply Chain Solutions Inc. February 2002 - September 2007
Ontario Speed Skating Association September 1991 - June 1992
Skills
Microsoft Excel, Databases, Supply Chain, Microsoft Office, Data Analysis, Process Improvement, Marketing, Business Analysis, Teamwork, Strategy
Education
Computek College of Business Technology 2007 — 2008
Diploma in Business Administration, Honours
Seneca College of Applied Arts and Technology 2006 — 2007
Introduction to Micro Computers, MS Office Suite
Georges Vanier Collegiate 1991 — 1992
Co-Op Program, Data Processing
John Kelly High School 1990 — 1991
Pitmans Secretarial Certificate, Shorthand, Typing
St. Bridgets Convent
Liberal Arts & Home Science
Toronto District School Board September 2013 - Present
Fragomen Worldwide March 2015 - May 2015
TD Insurance January 2015 - March 2015
Thomson Reuters February 2012 - April 2014
ACNielsen July 2009 - February 2012
TD Waterhouse January 2009 - June 2009
Noble Reign Inc. October 2007 - December 2008
UPS Supply Chain Solutions Inc. February 2002 - September 2007
Ontario Speed Skating Association September 1991 - June 1992
Skills
Microsoft Excel, Databases, Supply Chain, Microsoft Office, Data Analysis, Process Improvement, Marketing, Business Analysis, Teamwork, Strategy
Education
Computek College of Business Technology 2007 — 2008
Diploma in Business Administration, Honours
Seneca College of Applied Arts and Technology 2006 — 2007
Introduction to Micro Computers, MS Office Suite
Georges Vanier Collegiate 1991 — 1992
Co-Op Program, Data Processing
John Kelly High School 1990 — 1991
Pitmans Secretarial Certificate, Shorthand, Typing
St. Bridgets Convent
Liberal Arts & Home Science
Sunny Poon's TD Waterhouse Experience May 2007 - August 2007
Job Fund Accountant at RBC Investor & Treasury Services
Industry Accounting
Experience
RBC Investor & Treasury Services January 2013 - Present
Extendicare September 2012 - November 2012
Aizan Technologies January 2011 - April 2011
Extendicare May 2008 - August 2008
TD Waterhouse May 2007 - August 2007
Skills
Accounting, Microsoft Excel, AS400 system, QuickBooks, Account Reconciliation
Education
Seneca College of Applied Arts and Technology 2008 — 2012
B.Comm, Accounting and Finance
University of Waterloo 2005 — 2006
Chemical Engineering
RBC Investor & Treasury Services January 2013 - Present
Extendicare September 2012 - November 2012
Aizan Technologies January 2011 - April 2011
Extendicare May 2008 - August 2008
TD Waterhouse May 2007 - August 2007
Skills
Accounting, Microsoft Excel, AS400 system, QuickBooks, Account Reconciliation
Education
Seneca College of Applied Arts and Technology 2008 — 2012
B.Comm, Accounting and Finance
University of Waterloo 2005 — 2006
Chemical Engineering
Parisa Pourang's TD Waterhouse Experience December 2005 - December 2006
Job confirmation officer at Scotia Capital
Industry Banking
Experience
Scotia Capital, Global Wholesale Services July 2008 - Present
Scotia Capital June 2008 - Present
Scotiabank December 2007 - July 2008
Scotiabank June 2007 - November 2007
Scotiabank January 2007 - June 2007
TD Waterhouse December 2005 - December 2006
CITI Financial February 2004 - December 2005
Education
Shahid Beheshti University
Bachelor of Science, Statistics; Business Analysis
Scotia Capital, Global Wholesale Services July 2008 - Present
Scotia Capital June 2008 - Present
Scotiabank December 2007 - July 2008
Scotiabank June 2007 - November 2007
Scotiabank January 2007 - June 2007
TD Waterhouse December 2005 - December 2006
CITI Financial February 2004 - December 2005
Education
Shahid Beheshti University
Bachelor of Science, Statistics; Business Analysis
Erik Krosby's TD Waterhouse Experience 2013 - 2014
Job Manager, Client Service at RBC Investor & Treasury Services
Industry Financial Services
Experience
RBC Investor & Treasury Services 2015 - Present
NBCN 2014 - 2015
TD Waterhouse 2013 - 2014
TD Waterhouse 2010 - 2013
Prudential Financial 2008 - 2009
Plazma Sound 2004 - 2008
Skills
Financial Services, CRM, Time Management, Leadership, Customer Service, Training, Investments, Human Resources, Credit, Management, Budgets, Process Improvement, Analysis, Employee Engagement, Account Management, Customer Satisfaction, Portfolio Management, Retail Banking, Relationship Management, Banking, Wealth Management
Education
Schiller International University
B.A., International Relations
Trebas Institute 2000 — 2003
Cert., Business Admin., Sound Design, and Audio Engineering
RBC Investor & Treasury Services 2015 - Present
NBCN 2014 - 2015
TD Waterhouse 2013 - 2014
TD Waterhouse 2010 - 2013
Prudential Financial 2008 - 2009
Plazma Sound 2004 - 2008
Skills
Financial Services, CRM, Time Management, Leadership, Customer Service, Training, Investments, Human Resources, Credit, Management, Budgets, Process Improvement, Analysis, Employee Engagement, Account Management, Customer Satisfaction, Portfolio Management, Retail Banking, Relationship Management, Banking, Wealth Management
Education
Schiller International University
B.A., International Relations
Trebas Institute 2000 — 2003
Cert., Business Admin., Sound Design, and Audio Engineering
Hana Bland's TD Waterhouse Experience March 2005 - Present
Job Investment Services Assistant at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse March 2005 - Present
Skills
Mutual Funds, Wealth Management, Canadian Securities..., Investments, Fixed Income, Equities, Retirement Planning, Bonds, Securities, Banking
Education
Ryerson University 1983 — 1987
Architectural Sciences and Technology
David & Mary Thomson CI 1979 — 1983
TD Waterhouse March 2005 - Present
Skills
Mutual Funds, Wealth Management, Canadian Securities..., Investments, Fixed Income, Equities, Retirement Planning, Bonds, Securities, Banking
Education
Ryerson University 1983 — 1987
Architectural Sciences and Technology
David & Mary Thomson CI 1979 — 1983
Jennifer Lee Latendresse's TD Waterhouse Experience 2005 - 2007
Job Experienced Client Relationship Manager and Training professional
Industry Financial Services
Experience
Berkeley Payment Solutions January 2014 - January 2015
TMX Group 2007 - 2014
TD Waterhouse 2005 - 2007
TD Bank 2004 - 2005
Elmwood Spa 2002 - 2004
The Strathcona Hotel Downtown Toronto 2001 - 2002
Skills
MS Office Suite, Creative Problem Solving, Client Relationship..., Administration, Customer Satisfaction, Staff Training, Training Seminars, Training & Development, Microsoft Office, CRM, Employee Training, Training, Management, Time Management, Team Leadership, Relationship Management, Call Centers, Securities, Team Building, Business Analysis, Banking, Lotus Notes, Financial Services, Vendor Management, Investments, Risk Management, Mutual Funds, Customer Service, Program Management, Operational Risk..., Analysis, Business Process..., Financial Risk, Wealth Management
Education
St. Francis Xavier University 2012 — 2013
Certification, Adult and Continuing Education
CSI Global Education Inc. 2009 — 2009
Certification, Canadian Securities Course
Seneca College of Applied Arts and Technology 1999 — 2001
Diploma
Berkeley Payment Solutions January 2014 - January 2015
TMX Group 2007 - 2014
TD Waterhouse 2005 - 2007
TD Bank 2004 - 2005
Elmwood Spa 2002 - 2004
The Strathcona Hotel Downtown Toronto 2001 - 2002
Skills
MS Office Suite, Creative Problem Solving, Client Relationship..., Administration, Customer Satisfaction, Staff Training, Training Seminars, Training & Development, Microsoft Office, CRM, Employee Training, Training, Management, Time Management, Team Leadership, Relationship Management, Call Centers, Securities, Team Building, Business Analysis, Banking, Lotus Notes, Financial Services, Vendor Management, Investments, Risk Management, Mutual Funds, Customer Service, Program Management, Operational Risk..., Analysis, Business Process..., Financial Risk, Wealth Management
Education
St. Francis Xavier University 2012 — 2013
Certification, Adult and Continuing Education
CSI Global Education Inc. 2009 — 2009
Certification, Canadian Securities Course
Seneca College of Applied Arts and Technology 1999 — 2001
Diploma
Anthony Corsetti's TD Waterhouse Experience January 2008 - August 2010
Job Branch Manager at TD
Industry Banking
Experience
TD December 2014 - Present
TD August 2012 - November 2014
TD Canada Trust August 2012 - August 2014
TD Waterhouse January 2008 - August 2010
TD Bank April 2005 - January 2008
Skills
Retail Banking, Banking, Credit, Commercial Banking, Loans, Investments, Mutual Funds, Wealth Management, Mortgage Lending, Portfolio Management, Credit Analysis, Strategic Financial..., Equities, Finance, Lines Of Credit, Financial Services, Commercial Mortgages
Education
Simon Fraser University 2002 — 2005
IR and Economics
Simon Fraser University 2001 — 2005
International Relations and Economics
TD December 2014 - Present
TD August 2012 - November 2014
TD Canada Trust August 2012 - August 2014
TD Waterhouse January 2008 - August 2010
TD Bank April 2005 - January 2008
Skills
Retail Banking, Banking, Credit, Commercial Banking, Loans, Investments, Mutual Funds, Wealth Management, Mortgage Lending, Portfolio Management, Credit Analysis, Strategic Financial..., Equities, Finance, Lines Of Credit, Financial Services, Commercial Mortgages
Education
Simon Fraser University 2002 — 2005
IR and Economics
Simon Fraser University 2001 — 2005
International Relations and Economics
Shaloo Mital's TD Waterhouse Experience September 2008 - October 2009
Job Evergreen Technologies
Industry Information Technology and Services
Experience
FHLB Des Moines February 2014 - Present
Evergreen Technologies, LLC November 2012 - January 2014
Spantel, Inc December 2010 - October 2012
Maidenform November 2009 - December 2010
TD Waterhouse September 2008 - October 2009
Dow Jones September 1998 - January 2001
CITC Inc September 1995 - August 1998
Inde-Dutch Systems (India) Ltd. January 1992 - August 1995
Skills
Market Risk, Derivatives, Quantitative Finance, Quantitative Analytics, Monte Carlo Simulation, C#, SDLC, C++, Fixed Income, Credit Derivatives, Interest Rate..., Requirements Analysis, Equity Derivatives, Hedge Funds, Swaps, Optimization, Numerical Analysis, Econometrics, Financial Risk, Financial Modeling, FX Options, Matlab, Options, Portfolio Management, Credit Risk, Analytics, Investment Banking, Sybase, Bloomberg Terminal, Capital Markets, Statistical Modeling, Trading, Financial Markets, Trading Systems, Equities, Time Series Analysis, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Masters of Science, Mathematical Finance
M.C.M DAV College for Women
B. COM, Business & Accounting
M.C.M DAV College for Women
High School, Science
Sacred Heart Senior Secondary School
FHLB Des Moines February 2014 - Present
Evergreen Technologies, LLC November 2012 - January 2014
Spantel, Inc December 2010 - October 2012
Maidenform November 2009 - December 2010
TD Waterhouse September 2008 - October 2009
Dow Jones September 1998 - January 2001
CITC Inc September 1995 - August 1998
Inde-Dutch Systems (India) Ltd. January 1992 - August 1995
Skills
Market Risk, Derivatives, Quantitative Finance, Quantitative Analytics, Monte Carlo Simulation, C#, SDLC, C++, Fixed Income, Credit Derivatives, Interest Rate..., Requirements Analysis, Equity Derivatives, Hedge Funds, Swaps, Optimization, Numerical Analysis, Econometrics, Financial Risk, Financial Modeling, FX Options, Matlab, Options, Portfolio Management, Credit Risk, Analytics, Investment Banking, Sybase, Bloomberg Terminal, Capital Markets, Statistical Modeling, Trading, Financial Markets, Trading Systems, Equities, Time Series Analysis, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Masters of Science, Mathematical Finance
M.C.M DAV College for Women
B. COM, Business & Accounting
M.C.M DAV College for Women
High School, Science
Sacred Heart Senior Secondary School
Rizwan Mohamed, CFA, CFP's TD Waterhouse Experience October 2000 - June 2002
Job Financial Planning Pro at Coast Capital Savings
Industry Banking
Experience
Coast Capital Savings February 2011 - Present
Bank of Montreal March 2010 - January 2011
BMO Guardian December 2005 - March 2010
Mackenzie Financial Corporation June 2002 - December 2005
TD Waterhouse October 2000 - June 2002
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Sales, Analysis, Training, Customer Service, Wealth Management, Coaching, Portfolio Management, Retirement Planning, Banking, Investment Advisory, Investment Strategies, Bonds, Financial Advisory, Client Relations Skills, Client Development
Education
Simon Fraser University 1994 — 2000
BBA, Finance, Management Information Systems
CFA Institute
Coast Capital Savings February 2011 - Present
Bank of Montreal March 2010 - January 2011
BMO Guardian December 2005 - March 2010
Mackenzie Financial Corporation June 2002 - December 2005
TD Waterhouse October 2000 - June 2002
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Sales, Analysis, Training, Customer Service, Wealth Management, Coaching, Portfolio Management, Retirement Planning, Banking, Investment Advisory, Investment Strategies, Bonds, Financial Advisory, Client Relations Skills, Client Development
Education
Simon Fraser University 1994 — 2000
BBA, Finance, Management Information Systems
CFA Institute
furqan ehsan's TD Waterhouse Experience August 2007 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
ING DIRECT Canada November 2007 - November 2009
Td Waterhouse August 2007 - November 2007
Bell ExpressVu July 2006 - August 2007
Mavericks Communications September 2005 - June 2006
Skills
Sales, Leadership, Financial Services, Banking, Team Leadership, Cross Selling, Direct Marketing, Consulting
Education
Ryerson University 2004 — 2008
BBM, finance
ING DIRECT Canada November 2007 - November 2009
Td Waterhouse August 2007 - November 2007
Bell ExpressVu July 2006 - August 2007
Mavericks Communications September 2005 - June 2006
Skills
Sales, Leadership, Financial Services, Banking, Team Leadership, Cross Selling, Direct Marketing, Consulting
Education
Ryerson University 2004 — 2008
BBM, finance
Carl De Souza's TD Waterhouse Experience October 2004 - March 2007
Job OSFI Credit Risk
Industry Financial Services
Experience
Office of the Superintendent of Financial Institutions of Canada November 2012 - Present
TD Securities April 2009 - October 2012
GE Commercial Finance April 2007 - April 2009
TD Waterhouse October 2004 - March 2007
CIBC World Markets August 2002 - September 2004
Procter & Gamble May 2001 - August 2001
CIBC August 1998 - August 1999
The Bank of Nova June 1996 - July 1998
Skills
Capital Markets, Financial Modeling, Portfolio Management, Credit Analysis, Credit, Derivatives, Corporate Finance, Credit Risk, Financial Structuring, Financial Analysis
Education
Schulich School of Business, York University 2000 — 2002
Master, Business Administration; Finance and Strategic Management
Ryerson University 1992 — 1997
Bachelor of Commerce (Hons, Economics and Statistics and
Office of the Superintendent of Financial Institutions of Canada November 2012 - Present
TD Securities April 2009 - October 2012
GE Commercial Finance April 2007 - April 2009
TD Waterhouse October 2004 - March 2007
CIBC World Markets August 2002 - September 2004
Procter & Gamble May 2001 - August 2001
CIBC August 1998 - August 1999
The Bank of Nova June 1996 - July 1998
Skills
Capital Markets, Financial Modeling, Portfolio Management, Credit Analysis, Credit, Derivatives, Corporate Finance, Credit Risk, Financial Structuring, Financial Analysis
Education
Schulich School of Business, York University 2000 — 2002
Master, Business Administration; Finance and Strategic Management
Ryerson University 1992 — 1997
Bachelor of Commerce (Hons, Economics and Statistics and
Chris Stechyshyn's TD Waterhouse Experience 2000 - 2007
Job Applications Consultant at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems Applications ConsultantBell Canada2007 - 2008
TD Waterhouse 2000 - 2007
TD Canada Trust 2000 - 2006
Contour Telecom April 1998 - January 2000
Education
Sheridan College 1997 — 1998
telecommunications Management
Cisco Systems Applications ConsultantBell Canada2007 - 2008
TD Waterhouse 2000 - 2007
TD Canada Trust 2000 - 2006
Contour Telecom April 1998 - January 2000
Education
Sheridan College 1997 — 1998
telecommunications Management
Marwan Gendil's TD Waterhouse Experience January 2011 - December 2011
Job Electrical Engineer
Industry Research
Experience
Zarpac Perfomance Index December 2011 - Present
TD WATERHOUSE January 2011 - December 2011
Conspec Controls May 2009 - November 2010
Skills
Testing, PLC Ladder Logic, SDLC, Hardware Diagnostics, Agile & Waterfall..., Project Delivery, System Installations, Perl, Python, C/C++ STL, IBM DOORS, Team-oriented, RSLogix, QA Engineering, Data Mining, Java, VMware, Citrix, AutoCAD, PCB layout design, Troubleshooting, PLC
Education
Ryerson University 2005 — 2009
Bachelor's Degree, Electrical Engineering
Villanova University 2012 — 2012
Six Sigma Green Belt Certification
Zarpac Perfomance Index December 2011 - Present
TD WATERHOUSE January 2011 - December 2011
Conspec Controls May 2009 - November 2010
Skills
Testing, PLC Ladder Logic, SDLC, Hardware Diagnostics, Agile & Waterfall..., Project Delivery, System Installations, Perl, Python, C/C++ STL, IBM DOORS, Team-oriented, RSLogix, QA Engineering, Data Mining, Java, VMware, Citrix, AutoCAD, PCB layout design, Troubleshooting, PLC
Education
Ryerson University 2005 — 2009
Bachelor's Degree, Electrical Engineering
Villanova University 2012 — 2012
Six Sigma Green Belt Certification
Steve Gummo's TD Waterhouse Experience February 2009 - October 2012
Job National Sales Manager at TD
Industry Banking
Experience
TD Canada Trust October 2012 - Present
TD October 2012 - Present
TD Waterhouse February 2009 - October 2012
Skills
Mutual Funds, Banking, Cross Selling, Retail Banking, Credit, Investments, Relationship Management, Residential Mortgages, Loans
Education
Ryerson University 1975 — 1979
Hotel & Restaurant Administration
TD Canada Trust October 2012 - Present
TD October 2012 - Present
TD Waterhouse February 2009 - October 2012
Skills
Mutual Funds, Banking, Cross Selling, Retail Banking, Credit, Investments, Relationship Management, Residential Mortgages, Loans
Education
Ryerson University 1975 — 1979
Hotel & Restaurant Administration
Jack Mount's TD Waterhouse Experience January 2003 - December 2003
Job Professional in transition
Industry Financial Services
Experience
Sunquest Funding September 2013 - Present
Residential Finance January 2012 - September 2013
BNY Mellon/ Pershing January 2006 - April 2010
ADP January 2005 - December 2005
NEW YORK LIFE INVESTMENT MANAGEMENT January 2004 - December 2004
TD WATERHOUSE January 2003 - December 2003
SUMMIT FINANCIAL RESOURCES January 1991 - August 2001
Mount Landscape Contractors 1998 - 1999
Skills
Life, Health, Property,..., FINRA Series 7, 6, 63,55, Securities, Mutual Funds, Insurance, Sales, Fixed Income, Management, Trading, Financial Services, Series 7, Investments, Licensed Mortgage Loan..., Property & Casualty..., Real Estate, Loans, Finance, Bonds, Portfolio Management, Options, Retirement, Series 63, Financial Advisory, Retirement Planning, Mortgage Lending, Wealth Management, Strategic Financial..., FINRA, Fixed Annuities, Credit, Equities, Hedge Funds, Funding, Banking, Relationship Management, Financial Markets, Residential Mortgages, Life Insurance, Credit Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science
Sunquest Funding September 2013 - Present
Residential Finance January 2012 - September 2013
BNY Mellon/ Pershing January 2006 - April 2010
ADP January 2005 - December 2005
NEW YORK LIFE INVESTMENT MANAGEMENT January 2004 - December 2004
TD WATERHOUSE January 2003 - December 2003
SUMMIT FINANCIAL RESOURCES January 1991 - August 2001
Mount Landscape Contractors 1998 - 1999
Skills
Life, Health, Property,..., FINRA Series 7, 6, 63,55, Securities, Mutual Funds, Insurance, Sales, Fixed Income, Management, Trading, Financial Services, Series 7, Investments, Licensed Mortgage Loan..., Property & Casualty..., Real Estate, Loans, Finance, Bonds, Portfolio Management, Options, Retirement, Series 63, Financial Advisory, Retirement Planning, Mortgage Lending, Wealth Management, Strategic Financial..., FINRA, Fixed Annuities, Credit, Equities, Hedge Funds, Funding, Banking, Relationship Management, Financial Markets, Residential Mortgages, Life Insurance, Credit Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science
Jeff Goliber's TD Waterhouse Experience January 1996 - January 2002
Job Investment Officer
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company April 2015 - Present
Scottrade January 2002 - April 2015
TD Waterhouse January 1996 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Sales Management, Series 7, Series 63, Series 24
Education
SUNY Potsdam 1993 — 1995
Bachelor of Arts (B.A.), Economics
Schenectady County Community College 1991 — 1993
Associate's degree, Business Administration and Management, General
Ayco, a Goldman Sachs Company April 2015 - Present
Scottrade January 2002 - April 2015
TD Waterhouse January 1996 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Sales Management, Series 7, Series 63, Series 24
Education
SUNY Potsdam 1993 — 1995
Bachelor of Arts (B.A.), Economics
Schenectady County Community College 1991 — 1993
Associate's degree, Business Administration and Management, General
Iris Brookes's TD Waterhouse Experience 2004 - 2005
Job Sr. Systems Analysis at Manulife Financial
Industry Insurance
Experience
Manulife Financial March 2006 - Present
TD Waterhouse 2004 - 2005
DGA Technology 2000 - 2003
Skills
BMC Control-M..., ITIL Foundation..., Process Improvement
Education
Seneca College of Applied Arts and Technology 1993 — 1996
CPA, Programming & Database Design
Indian Education Trust College 1972 — 1974
CPA, Arts
Manulife Financial March 2006 - Present
TD Waterhouse 2004 - 2005
DGA Technology 2000 - 2003
Skills
BMC Control-M..., ITIL Foundation..., Process Improvement
Education
Seneca College of Applied Arts and Technology 1993 — 1996
CPA, Programming & Database Design
Indian Education Trust College 1972 — 1974
CPA, Arts
Jay Benjamin's TD Waterhouse Experience February 1997 - April 2004
Job Senior Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade June 2005 - September 2014
TD Waterhouse February 1997 - April 2004
Skills
Customer Service,...
Education
San Diego City College 1982 — 1985
Scottrade June 2005 - September 2014
TD Waterhouse February 1997 - April 2004
Skills
Customer Service,...
Education
San Diego City College 1982 — 1985
Anthony Larca's TD Waterhouse Experience January 2000 - December 2000
Job Vice President Securites Compliance Advisory at BNP Paribas
Industry Financial Services
Experience
BNP Paribas January 2015 - Present
ISI Group January 2014 - January 2015
Newedge USA, LLC September 2010 - January 2014
Newedge USA, LLC September 2008 - September 2010
Joseph Stevens and Co April 2004 - September 2008
Joseph Stevens and Co April 2004 - September 2008
Pershing LLC December 2000 - April 2004
TD Waterhouse January 2000 - December 2000
Skills
Series 7, Series 24, Series 63, Series 55, Equities, Equity Trading, Capital Markets, Direct Market Access, High Frequency Trading, Electronic Trading, Institutional Trading, Proprietary Trading, Large Options Trade..., OATS, Investment Banking, Financial Services, FINRA, Bloomberg, Fidessa, LAVA, Brass, SMARTS, REDI, Nasdaq ACT Workstation, Microsoft Office, Sungard GMI, Sungard Phase 3, Due Diligence, Compliance, System Integration..., Equity Derivatives
Education
St. John's University 1995 — 1999
Bachelor's degree, Accounting
BNP Paribas January 2015 - Present
ISI Group January 2014 - January 2015
Newedge USA, LLC September 2010 - January 2014
Newedge USA, LLC September 2008 - September 2010
Joseph Stevens and Co April 2004 - September 2008
Joseph Stevens and Co April 2004 - September 2008
Pershing LLC December 2000 - April 2004
TD Waterhouse January 2000 - December 2000
Skills
Series 7, Series 24, Series 63, Series 55, Equities, Equity Trading, Capital Markets, Direct Market Access, High Frequency Trading, Electronic Trading, Institutional Trading, Proprietary Trading, Large Options Trade..., OATS, Investment Banking, Financial Services, FINRA, Bloomberg, Fidessa, LAVA, Brass, SMARTS, REDI, Nasdaq ACT Workstation, Microsoft Office, Sungard GMI, Sungard Phase 3, Due Diligence, Compliance, System Integration..., Equity Derivatives
Education
St. John's University 1995 — 1999
Bachelor's degree, Accounting