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
TD Waterhouse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Waterhouse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TD Waterhouse Employees
Employee
Years
Job
Industry
Kevin Slywka Kevin Slywka's TD Waterhouse Experience September 2000 - September 2006
Job Corporate Trader at FIRMA Foreign Exchange
Industry Financial Services
Experience
FIRMA Foreign Exchange October 2012 - Present
Cambridge Mercantile November 2011 - September 2012
Perpetual Industries Inc. October 2010 - December 2011
Globex Foreign Exchange Corporation November 2006 - October 2010
TD Waterhouse September 2000 - September 2006
Education
University of Alberta 1994 — 1999
Bachelor of Commerce
FIRMA Foreign Exchange October 2012 - Present
Cambridge Mercantile November 2011 - September 2012
Perpetual Industries Inc. October 2010 - December 2011
Globex Foreign Exchange Corporation November 2006 - October 2010
TD Waterhouse September 2000 - September 2006
Education
University of Alberta 1994 — 1999
Bachelor of Commerce
James Upright James Upright's TD Waterhouse Experience November 2010 - August 2012
Job Financial Planner, Investment & Retirement Planning at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
BMO Financial Group July 2013 - August 2014
TD Waterhouse November 2010 - August 2012
Skills
Mutual Funds, Investments, Investment Strategies, Canadian Securities..., Securities, Wealth Management, Trading, Derivatives, Fixed Income, Retirement Planning, Bonds, Investment Advisory, Equity Trading, Financial Planners, Finance, Equities, Financial Analysis, Financial Planning
Education
University of Alberta 2003 — 2008
Bachelor of Arts (B.A.), Economics
University of Alberta 2003 — 2008
Bachelor of Arts (B.A.), Art and Design
BMO Financial Group August 2014 - Present
BMO Financial Group July 2013 - August 2014
TD Waterhouse November 2010 - August 2012
Skills
Mutual Funds, Investments, Investment Strategies, Canadian Securities..., Securities, Wealth Management, Trading, Derivatives, Fixed Income, Retirement Planning, Bonds, Investment Advisory, Equity Trading, Financial Planners, Finance, Equities, Financial Analysis, Financial Planning
Education
University of Alberta 2003 — 2008
Bachelor of Arts (B.A.), Economics
University of Alberta 2003 — 2008
Bachelor of Arts (B.A.), Art and Design
Brian Faber Brian Faber's TD Waterhouse Experience August 1999 - September 2000
Job Sales Manager at Wells Fargo Home Mortgage, NMLSR ID: 404731
Industry Banking
Experience
Wells Fargo Home Mortgage December 2006 - Present
Cherry Creek Mortgage Company May 2004 - December 2006
DiMeo Schneider & Associates October 2000 - January 2003
TD Waterhouse August 1999 - September 2000
Education
University of Iowa 1995 — 1999
Economics
Cary-Grove High School 1991 — 1995
Wells Fargo Home Mortgage December 2006 - Present
Cherry Creek Mortgage Company May 2004 - December 2006
DiMeo Schneider & Associates October 2000 - January 2003
TD Waterhouse August 1999 - September 2000
Education
University of Iowa 1995 — 1999
Economics
Cary-Grove High School 1991 — 1995
Dean Moro Dean Moro's TD Waterhouse Experience 1997 - 2003
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2011 - Present
Manulife Securities Incorporated January 2003 - October 2011
TD Waterhouse 1997 - 2003
Skills
Equities, Investments, Fixed Annuities, Financial Analysis, Mutual Funds, Retirement Planning, Insurance, Asset Management, Financial Advisory, Portfolio Management, Financial Planners, Residential Mortgages, Estate Planning, Strategic Financial..., Finance, Investment Advisory, Commercial Lending, Strategic Planning, Retirement, Critical Illness, Wealth Management, Wealth Management..., Investment Strategies, Pensions, Fixed Income, Investment Management, Credit, Credit Analysis, Business Strategy, Mortgage Lending, Alternative Investments, Sales, Risk Management, Securities, Banking, Life Insurance, Bonds, Loans, Customer Service, Financial Services, Trading, Asset Allocation, Financial Planning, Wealth, Financial Risk, Management, Relationship Management
Education
The University of British Columbia 1992 — 1996
Commerce, Business
Raymond James Ltd. October 2011 - Present
Manulife Securities Incorporated January 2003 - October 2011
TD Waterhouse 1997 - 2003
Skills
Equities, Investments, Fixed Annuities, Financial Analysis, Mutual Funds, Retirement Planning, Insurance, Asset Management, Financial Advisory, Portfolio Management, Financial Planners, Residential Mortgages, Estate Planning, Strategic Financial..., Finance, Investment Advisory, Commercial Lending, Strategic Planning, Retirement, Critical Illness, Wealth Management, Wealth Management..., Investment Strategies, Pensions, Fixed Income, Investment Management, Credit, Credit Analysis, Business Strategy, Mortgage Lending, Alternative Investments, Sales, Risk Management, Securities, Banking, Life Insurance, Bonds, Loans, Customer Service, Financial Services, Trading, Asset Allocation, Financial Planning, Wealth, Financial Risk, Management, Relationship Management
Education
The University of British Columbia 1992 — 1996
Commerce, Business
Seema D'Souza's TD Waterhouse Experience March 2008 - October 2012
Job Regional Manager, Investment & Retirement Planners at RBC Financial Planning
Industry Banking
Experience
RBC September 2013 - Present
TD October 2012 - September 2013
TD Waterhouse March 2008 - October 2012
BMO Harris Private Banking March 2007 - March 2008
Shell Canada 1993 - 1993
Skills
Investments, Wealth Management, Private Banking, Mutual Funds, Portfolio Management, High Net Worth..., Investment Management, Financial Advisory, Equities, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Leadership, Team Leadership, Team Building, Sales Management, group banking, Pensions, Recruiting, Coaching
Education
University of Victoria 2002 — 2004
MBA, Service Management
University of Calgary 1989 — 1995
BA, Political Science
Bishop Grandin
Bishop Grandin
RBC September 2013 - Present
TD October 2012 - September 2013
TD Waterhouse March 2008 - October 2012
BMO Harris Private Banking March 2007 - March 2008
Shell Canada 1993 - 1993
Skills
Investments, Wealth Management, Private Banking, Mutual Funds, Portfolio Management, High Net Worth..., Investment Management, Financial Advisory, Equities, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Leadership, Team Leadership, Team Building, Sales Management, group banking, Pensions, Recruiting, Coaching
Education
University of Victoria 2002 — 2004
MBA, Service Management
University of Calgary 1989 — 1995
BA, Political Science
Bishop Grandin
Bishop Grandin
Abhish Patel Abhish Patel's TD Waterhouse Experience March 2013 - Present
Job Financial Planner TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse March 2013 - Present
TD Canada Trust May 2008 - February 2013
Skills
Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Investment Strategies, Mutual Funds, Wealth Preservation..., Wealth Accumulation, Tax Advisory, TFSA, RESP, Professional..., Retirement Planning, Wealth Management, Financial Planners, Financial Advisory, Financial Planning, Loans
Education
Financial Planning Standards Council
Canadian Securities Institute 2013 — 2013
University of Guelph 2003 — 2008
Bachelor of Commerce (B.Comm.), Economics and Finance
TD Waterhouse March 2013 - Present
TD Canada Trust May 2008 - February 2013
Skills
Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Investment Strategies, Mutual Funds, Wealth Preservation..., Wealth Accumulation, Tax Advisory, TFSA, RESP, Professional..., Retirement Planning, Wealth Management, Financial Planners, Financial Advisory, Financial Planning, Loans
Education
Financial Planning Standards Council
Canadian Securities Institute 2013 — 2013
University of Guelph 2003 — 2008
Bachelor of Commerce (B.Comm.), Economics and Finance
Steve Bell-Irving's TD Waterhouse Experience March 2010 - August 2011
Job Managing Director, Athlete Evolution Services Inc.
Industry Sports
Experience
Athlete Evolution Services Inc. October 2013 - Present
Still Creek Press December 2013 - Present
UBC Grand Prix February 2011 - Present
Pacific Coast Amateur Hockey Association & Pacific International Junior Hockey League Referee November 1996 - Present
Grouse Mountain October 2012 - Present
Tangoo Inc. July 2014 - March 2015
The University of British Columbia August 2011 - November 2013
TD Waterhouse March 2010 - August 2011
Innovative Fitness September 2008 - June 2009
Canadian Outback Adventures & Events May 2005 - August 2008
Skills
Sports Marketing, Volunteer Management, Organizational..., Employee Management, Public Diplomacy, Entrepreneurship, Business Development, Coaching, Customer Service, Fundraising, Leadership, Management, Recruiting, Sales, Social Media, Sponsorship, Sponsorship Relations, Sports, Team Building, Teamwork, Training
Education
The University of British Columbia 2004 — 2007
Bachelors, Human Kinetics
University of Hawaii at Manoa 2002 — 2004
Communications
Cariboo Hill Secondary
Athlete Evolution Services Inc. October 2013 - Present
Still Creek Press December 2013 - Present
UBC Grand Prix February 2011 - Present
Pacific Coast Amateur Hockey Association & Pacific International Junior Hockey League Referee November 1996 - Present
Grouse Mountain October 2012 - Present
Tangoo Inc. July 2014 - March 2015
The University of British Columbia August 2011 - November 2013
TD Waterhouse March 2010 - August 2011
Innovative Fitness September 2008 - June 2009
Canadian Outback Adventures & Events May 2005 - August 2008
Skills
Sports Marketing, Volunteer Management, Organizational..., Employee Management, Public Diplomacy, Entrepreneurship, Business Development, Coaching, Customer Service, Fundraising, Leadership, Management, Recruiting, Sales, Social Media, Sponsorship, Sponsorship Relations, Sports, Team Building, Teamwork, Training
Education
The University of British Columbia 2004 — 2007
Bachelors, Human Kinetics
University of Hawaii at Manoa 2002 — 2004
Communications
Cariboo Hill Secondary
Eddy Lamarre Eddy Lamarre's TD Waterhouse Experience January 2001 - August 2001
Job Personal Banker Hip Hop Artist Motivational Speaker Writer
Industry Banking
Experience
Rolling Out Magazine March 2015 - Present
Fifth Third Bank December 2010 - Present
Precise January 1994 - Present
JustFm365.com January 2009 - January 2014
Bank, Charter One February 2007 - March 2008
JPMorgan Chase February 2005 - February 2007
JPMorgan Chase February 2003 - February 2005
JPMorgan Chase January 2000 - February 2005
TD Waterhouse January 2001 - August 2001
Alaron Trading January 1999 - January 2001
Skills
Banking, Series 63, Loans, Investments, Credit Analysis, Management, Sales, Portfolio Management, Customer Service, Trading, Coaching, Real Estate, Mutual Funds, Small Business Lending, Team Building, Analysis, Budgets, Cold Calling, Credit, Finance, Human Resources, Insurance, Small Business, Social Media, Training, Financial Analysis, Time Management, Entrepreneurship, Interviews, Customer Satisfaction, Marketing, Sales Management, Options, Strategic Planning, Equities, New Business Development, Microsoft Excel, Business Development, Asset Management, Risk Management, Social Networking, Strategic Financial..., Business, Policy, Mortgage Lending, Social Media Marketing, Outlook, Customer Retention, Commodity, Leadership
Education
Olive Harvey College
Liberal Arts
Texas Southern University
English Major
Rolling Out Magazine March 2015 - Present
Fifth Third Bank December 2010 - Present
Precise January 1994 - Present
JustFm365.com January 2009 - January 2014
Bank, Charter One February 2007 - March 2008
JPMorgan Chase February 2005 - February 2007
JPMorgan Chase February 2003 - February 2005
JPMorgan Chase January 2000 - February 2005
TD Waterhouse January 2001 - August 2001
Alaron Trading January 1999 - January 2001
Skills
Banking, Series 63, Loans, Investments, Credit Analysis, Management, Sales, Portfolio Management, Customer Service, Trading, Coaching, Real Estate, Mutual Funds, Small Business Lending, Team Building, Analysis, Budgets, Cold Calling, Credit, Finance, Human Resources, Insurance, Small Business, Social Media, Training, Financial Analysis, Time Management, Entrepreneurship, Interviews, Customer Satisfaction, Marketing, Sales Management, Options, Strategic Planning, Equities, New Business Development, Microsoft Excel, Business Development, Asset Management, Risk Management, Social Networking, Strategic Financial..., Business, Policy, Mortgage Lending, Social Media Marketing, Outlook, Customer Retention, Commodity, Leadership
Education
Olive Harvey College
Liberal Arts
Texas Southern University
English Major
Charles Perosio Charles Perosio's TD Waterhouse Experience August 2000 - May 2002
Job Regional Vice President/External Wholesaler at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments July 2007 - Present
Columbia Threadneedle Investments April 2005 - June 2007
Banc of America Investments June 2002 - March 2005
TD Waterhouse August 2000 - May 2002
Skills
Mutual Funds, Investments, Sales Management, Wealth Management, Asset Management, Asset Allocation, Portfolio Management, Stocks, ETFs, IRA's, Bonds, Investment Advisory, Alternative Investments, Asset Managment, Financial Advisory, Retirement, Wealth, Wealth Management..., Business Development, Relationship Management, Sales Operations, Retirement Planning, 529 Plans, Sales Presentations, Sales, Series 7, Retirement Plan..., Separately Managed..., 401k
Education
University of California, Berkeley (Walter A. Haas School of Business), Berkeley California 1998 — 2000
Bachelor of Science, Business Administration
University of California, Berkeley, Haas School of Business 1998 — 2000
Bachelor's degree, Business Administration and Management, General
Columbia Threadneedle Investments July 2007 - Present
Columbia Threadneedle Investments April 2005 - June 2007
Banc of America Investments June 2002 - March 2005
TD Waterhouse August 2000 - May 2002
Skills
Mutual Funds, Investments, Sales Management, Wealth Management, Asset Management, Asset Allocation, Portfolio Management, Stocks, ETFs, IRA's, Bonds, Investment Advisory, Alternative Investments, Asset Managment, Financial Advisory, Retirement, Wealth, Wealth Management..., Business Development, Relationship Management, Sales Operations, Retirement Planning, 529 Plans, Sales Presentations, Sales, Series 7, Retirement Plan..., Separately Managed..., 401k
Education
University of California, Berkeley (Walter A. Haas School of Business), Berkeley California 1998 — 2000
Bachelor of Science, Business Administration
University of California, Berkeley, Haas School of Business 1998 — 2000
Bachelor's degree, Business Administration and Management, General
Brian Corrigan, CFP®'s TD Waterhouse Experience June 2000 - April 2001
Job Managing Member, Corrigan Jones & Co.
Industry Investment Management
Experience
Corrigan Jones & Co April 2011 - Present
Moloney Securities January 2015 - Present
Hancock Securities Group, LLC May 2001 - March 2011
TD Waterhouse June 2000 - April 2001
Skills
Finance, Wealth Management, Customer Service, Investments, Highly personable, Investment Strategies, Real Estate, Marketing, Asset Management, Portfolio Management, High level of initiative, Financial Risk, Securities, Mutual Funds, Asset Allocation, Series 7, Series 63, Estate Planning, Insurance, Retirement Planning, Strategic Financial..., Employee Benefits, Financial Analysis, Certified Financial..., Investment Advisory, Wealth Management..., Alternative Investments, Financial Planning
Education
University of Financial Planning 2004 — 2006
CFPr Certification Program, Financial Planning
University of Kansas 1996 — 2000
Bachelor of Science (BS), Organizational Communication, General
Saint Louis University High School 1992 — 1995
Corrigan Jones & Co April 2011 - Present
Moloney Securities January 2015 - Present
Hancock Securities Group, LLC May 2001 - March 2011
TD Waterhouse June 2000 - April 2001
Skills
Finance, Wealth Management, Customer Service, Investments, Highly personable, Investment Strategies, Real Estate, Marketing, Asset Management, Portfolio Management, High level of initiative, Financial Risk, Securities, Mutual Funds, Asset Allocation, Series 7, Series 63, Estate Planning, Insurance, Retirement Planning, Strategic Financial..., Employee Benefits, Financial Analysis, Certified Financial..., Investment Advisory, Wealth Management..., Alternative Investments, Financial Planning
Education
University of Financial Planning 2004 — 2006
CFPr Certification Program, Financial Planning
University of Kansas 1996 — 2000
Bachelor of Science (BS), Organizational Communication, General
Saint Louis University High School 1992 — 1995
Lenny Kerman's TD Waterhouse Experience February 2004 - January 2006
Job President at Kings Landing Financial
Industry Investment Management
Experience
The Financial Sales Authority February 2014 - Present
FMP Mortgage Investments January 2014 - Present
Kings Landing Financial September 2012 - Present
Altaview Financial Group August 2011 - May 2013
Walton Capital Management September 2007 - July 2011
TD Waterhouse February 2004 - January 2006
Skills
Alternative Investments, Investments, Portfolio Management, Real Estate, Equities, Finance, Financial Services, Mortgage Lending, Risk Management, Insurance, Estate Planning, Life Insurance, Strategic Financial..., Strategic Planning, Securities, Fixed Income, Disability Insurance, Investment Strategies, Asset Managment
Education
Creatrix Transformational Solutions 2014 — 2014
Neuro-Linguistic Programming, Time Line Therapy, Hypnosis
Ontario Hypnosis Centre 2014 — 2014
Master practitioner of NLP, Coaching and Sales
University of Guelph 1999 — 2003
Bachelor of Arts, Psychology
The Financial Sales Authority February 2014 - Present
FMP Mortgage Investments January 2014 - Present
Kings Landing Financial September 2012 - Present
Altaview Financial Group August 2011 - May 2013
Walton Capital Management September 2007 - July 2011
TD Waterhouse February 2004 - January 2006
Skills
Alternative Investments, Investments, Portfolio Management, Real Estate, Equities, Finance, Financial Services, Mortgage Lending, Risk Management, Insurance, Estate Planning, Life Insurance, Strategic Financial..., Strategic Planning, Securities, Fixed Income, Disability Insurance, Investment Strategies, Asset Managment
Education
Creatrix Transformational Solutions 2014 — 2014
Neuro-Linguistic Programming, Time Line Therapy, Hypnosis
Ontario Hypnosis Centre 2014 — 2014
Master practitioner of NLP, Coaching and Sales
University of Guelph 1999 — 2003
Bachelor of Arts, Psychology
Jonathan Lam Jonathan Lam's TD Waterhouse Experience December 2009 - January 2011
Job Associate Manager at CIBC Commercial Banking
Industry Banking
Experience
CIBC June 2014 - Present
HSBC Global Asset Management - Private Investment Management February 2011 - May 2014
TD Waterhouse December 2009 - January 2011
IKEA Canada May 2008 - September 2009
ProAlarm May 2008 - September 2008
Skills
Investment Management, Financial Analysis, Financial Modeling, Fixed Income, Equities, Investments, Leadership, CRM, Management, Portfolio Management, Wealth Management, Investment Strategies, Strategic Financial..., Retirement Planning, Financial Planning, Mutual Funds, Trading, Credit, Credit Analysis, Relationship Management, Commercial Banking, Sales
Education
University of Alberta 2004 — 2009
Bachelor of Commerce (B.Com.), Finance and Strategic Management Organization
CIBC June 2014 - Present
HSBC Global Asset Management - Private Investment Management February 2011 - May 2014
TD Waterhouse December 2009 - January 2011
IKEA Canada May 2008 - September 2009
ProAlarm May 2008 - September 2008
Skills
Investment Management, Financial Analysis, Financial Modeling, Fixed Income, Equities, Investments, Leadership, CRM, Management, Portfolio Management, Wealth Management, Investment Strategies, Strategic Financial..., Retirement Planning, Financial Planning, Mutual Funds, Trading, Credit, Credit Analysis, Relationship Management, Commercial Banking, Sales
Education
University of Alberta 2004 — 2009
Bachelor of Commerce (B.Com.), Finance and Strategic Management Organization
Heather McDonald Cavanagh Heather McDonald Cavanagh's TD Waterhouse Experience 2004 - 2007
Job VP, Head of Communications, Institutional Channels & Investment Consultants at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management October 2010 - Present
TD Asset Management April 2007 - October 2010
TD Waterhouse 2004 - 2007
Picnic Marketing September 2001 - January 2004
Lowe RMP February 2000 - February 2002
RBC Royal Bank 1997 - 2000
Publicis • BCP Direct 1995 - 1997
Cohn & Wells Inc. 1992 - 1995
Skills
Investments, Strategic Planning, Relationship Management, Strategy, Marketing, Leadership, Business Development, Direct Marketing, Marketing Strategy, CRM, Marketing Communications, Business Strategy, Advertising, Strategic Communications, Program Management, Brand Management, Training, Analysis
Education
University of Guelph 2009 — 2010
M.A., Leadership Studies, College of Management & Economics
Wilfrid Laurier University 1989 — 1992
B.A., Political Science
BMO Global Asset Management October 2010 - Present
TD Asset Management April 2007 - October 2010
TD Waterhouse 2004 - 2007
Picnic Marketing September 2001 - January 2004
Lowe RMP February 2000 - February 2002
RBC Royal Bank 1997 - 2000
Publicis • BCP Direct 1995 - 1997
Cohn & Wells Inc. 1992 - 1995
Skills
Investments, Strategic Planning, Relationship Management, Strategy, Marketing, Leadership, Business Development, Direct Marketing, Marketing Strategy, CRM, Marketing Communications, Business Strategy, Advertising, Strategic Communications, Program Management, Brand Management, Training, Analysis
Education
University of Guelph 2009 — 2010
M.A., Leadership Studies, College of Management & Economics
Wilfrid Laurier University 1989 — 1992
B.A., Political Science
Nahal Nicole Nabavi Nahal Nicole Nabavi's TD Waterhouse Experience January 2012 - August 2013
Job Wealth Management
Industry Banking
Experience
TD Waterhouse January 2012 - August 2013
TD Canada Trust November 2010 - February 2012
Investment Industry Regulatory Organization of Canada June 2009 - September 2009
Department of Commerce September 2008 - April 2009
Brisbane City Council June 2008 - September 2008
Skills
Experienced with..., Experienced with Trim,..., Proficient in Microsoft..., Ability to type at a..., Ability to identify..., Advanced administrative..., Good mathematical skills, Ability to maintain..., Great public relations, Open to learning and..., Very detail oriented..., Able to work in a fast..., Very punctual and..., Excellent interpersonal..., Self-motivated and able..., Incredibly flexible and..., Very reliable and..., Banking, Investments, Microsoft Excel, Loans, Customer Service, Teamwork, Strategic Financial..., Mortgage Lending, Process Improvement, Accounting, Financial Analysis, Risk Management, Customer Satisfaction, Wealth Management, Credit
Education
Ulster University 2009 — 2010
Graduate Diploma, Accounting
York University 2002 — 2006
Bachelor of Arts, Business; Economics & Geography
TD Waterhouse January 2012 - August 2013
TD Canada Trust November 2010 - February 2012
Investment Industry Regulatory Organization of Canada June 2009 - September 2009
Department of Commerce September 2008 - April 2009
Brisbane City Council June 2008 - September 2008
Skills
Experienced with..., Experienced with Trim,..., Proficient in Microsoft..., Ability to type at a..., Ability to identify..., Advanced administrative..., Good mathematical skills, Ability to maintain..., Great public relations, Open to learning and..., Very detail oriented..., Able to work in a fast..., Very punctual and..., Excellent interpersonal..., Self-motivated and able..., Incredibly flexible and..., Very reliable and..., Banking, Investments, Microsoft Excel, Loans, Customer Service, Teamwork, Strategic Financial..., Mortgage Lending, Process Improvement, Accounting, Financial Analysis, Risk Management, Customer Satisfaction, Wealth Management, Credit
Education
Ulster University 2009 — 2010
Graduate Diploma, Accounting
York University 2002 — 2006
Bachelor of Arts, Business; Economics & Geography
Peter Takeda, CFP, CIM Peter Takeda, CFP, CIM's TD Waterhouse Experience March 1992 - August 1997
Job Associate Portfolio Manager & Vice President
Industry Financial Services
Experience
BMO Nesbitt Burns August 1997 - Present
TD Waterhouse March 1992 - August 1997
Skills
Strategic Financial..., Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Portfolio Management, Securities, Asset Managment, Fixed Income, Mutual Funds, Risk Management, Equities, Insurance, Investment Management, Business Strategy, Pensions, Capital Markets, Options, Trading, Alternative Investments, Banking, ETFs, Financial Advisory, Wealth, Wealth Management..., Financial Planning
Education
Canadian Securities Institute 2013 — 2013
Chartered Investment Manager, Investments and Securities
Financial Planners Standards Council (FPSC) 2003 — 2003
Certified Financial Planner, Financial Planning
University of Guelph 1985 — 1991
BA, Economics
Metropolitan Preparatory Academy 1984 — 1985
Victoria Park SS
BMO Nesbitt Burns August 1997 - Present
TD Waterhouse March 1992 - August 1997
Skills
Strategic Financial..., Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Portfolio Management, Securities, Asset Managment, Fixed Income, Mutual Funds, Risk Management, Equities, Insurance, Investment Management, Business Strategy, Pensions, Capital Markets, Options, Trading, Alternative Investments, Banking, ETFs, Financial Advisory, Wealth, Wealth Management..., Financial Planning
Education
Canadian Securities Institute 2013 — 2013
Chartered Investment Manager, Investments and Securities
Financial Planners Standards Council (FPSC) 2003 — 2003
Certified Financial Planner, Financial Planning
University of Guelph 1985 — 1991
BA, Economics
Metropolitan Preparatory Academy 1984 — 1985
Victoria Park SS
Peter Ramiscal Peter Ramiscal's TD Waterhouse Experience 2000 - 2001
Job Owner/Lawyer at Immigration Law Office El Paso, TX
Industry Law Practice
Experience
Immigration Law Office, El Paso, TX January 2010 - Present
Immigration Law Office, Las Vegas, NV April 2006 - Present
NAPABA 2003 - 2011
TD Waterhouse 2000 - 2001
Education
Thomas M. Cooley Law School 2004 — 2006
Immigration Law Office, El Paso, TX January 2010 - Present
Immigration Law Office, Las Vegas, NV April 2006 - Present
NAPABA 2003 - 2011
TD Waterhouse 2000 - 2001
Education
Thomas M. Cooley Law School 2004 — 2006
David Keenan, CFP, FMA, CIM, FCSI David Keenan, CFP, FMA, CIM, FCSI's TD Waterhouse Experience February 2001 - February 2005
Job Portfolio Manager at MD Physician Services
Industry Investment Management
Experience
MD Physician Services January 2014 - Present
MD Physician Services Inc. February 2011 - January 2014
MD Management Ltd. February 2008 - February 2011
TD Waterhouse Private Investment Counsel 2005 - 2008
TD Waterhouse February 2001 - February 2005
Skills
Portfolio Management, Investment Strategies, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Finance, Investments, Retirement Planning, Strategic Financial..., Securities, Investment Management, Fixed Income, Wealth, Asset Management, Financial Planning
Education
University of New Brunswick 1991 — 1995
MA, Economics
Glasgow University 1986 — 1990
BA (Hons), Political Economy
MD Physician Services January 2014 - Present
MD Physician Services Inc. February 2011 - January 2014
MD Management Ltd. February 2008 - February 2011
TD Waterhouse Private Investment Counsel 2005 - 2008
TD Waterhouse February 2001 - February 2005
Skills
Portfolio Management, Investment Strategies, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Finance, Investments, Retirement Planning, Strategic Financial..., Securities, Investment Management, Fixed Income, Wealth, Asset Management, Financial Planning
Education
University of New Brunswick 1991 — 1995
MA, Economics
Glasgow University 1986 — 1990
BA (Hons), Political Economy
Scott Barrington, CFA Scott Barrington, CFA's TD Waterhouse Experience November 2006 - October 2008
Job Account Manager at TD Commercial Banking
Industry Banking
Experience
TD Commercial Banking November 2013 - Present
TD Commercial Banking May 2011 - November 2013
TD Commercial Banking December 2008 - June 2011
TD Waterhouse November 2006 - October 2008
Skills
Banking, Investments, Financial Analysis, Investment Strategies, Wealth Management, Credit Risk, Risk Management, Credit, Financial Modeling, Loans, Finance, Commercial Banking
Education
CFA Institute
Finance
University of Calgary 2000 — 2005
B.Comm, Finance
TD Commercial Banking November 2013 - Present
TD Commercial Banking May 2011 - November 2013
TD Commercial Banking December 2008 - June 2011
TD Waterhouse November 2006 - October 2008
Skills
Banking, Investments, Financial Analysis, Investment Strategies, Wealth Management, Credit Risk, Risk Management, Credit, Financial Modeling, Loans, Finance, Commercial Banking
Education
CFA Institute
Finance
University of Calgary 2000 — 2005
B.Comm, Finance
Jerald Carter's TD Waterhouse Experience 1998 - 2002
Job CoBranch Manager Credential Direct
Industry Investment Management
Experience
Credential Direct September 2009 - Present
Credential Direct October 2002 - Present
TD Waterhouse 1998 - 2002
Skills
Mutual Funds, Financial Services, Wealth Management, Securities, Investments, Financial Advisory, Strategic Financial..., Retirement Planning, Equities, Retirement, Investment Strategies, Portfolio Management, Banking, Insurance, Investment Advisory, Estate Planning, Team Management, Operations Management, Compliance
Education
The University of British Columbia / UBC 1988 — 1993
BA, English Lit / Asian Studies Double Major
Credential Direct September 2009 - Present
Credential Direct October 2002 - Present
TD Waterhouse 1998 - 2002
Skills
Mutual Funds, Financial Services, Wealth Management, Securities, Investments, Financial Advisory, Strategic Financial..., Retirement Planning, Equities, Retirement, Investment Strategies, Portfolio Management, Banking, Insurance, Investment Advisory, Estate Planning, Team Management, Operations Management, Compliance
Education
The University of British Columbia / UBC 1988 — 1993
BA, English Lit / Asian Studies Double Major
Benjamin Domingo Benjamin Domingo's TD Waterhouse Experience October 2009 - February 2010
Job Financial Planner at TD Waterhouse Financial Planning
Industry Investment Management
Experience
TD Waterhouse Financial Planning July 2011 - Present
Bank of Montreal March 2011 - June 2011
Richardson GMP October 2010 - April 2011
TD Waterhouse October 2009 - February 2010
TD Waterhouse March 2006 - October 2009
TD Waterhouse January 2004 - March 2006
TD Waterhouse January 2001 - December 2003
TD Waterhouse January 2000 - January 2001
Skills
Fixed Income, Securities, Bonds, Strategic Financial..., Investment Strategies, Equities, Investments, Leadership, Coaching, Finance, Financial Services, Customer Service, Retirement Planning, Financial Analysis, Investment Advisory, Management, Analysis, Mutual Funds, Business Development, Derivatives, Trading, Training, Equity Trading, Wealth Management, Options
Education
University of Alberta 1994 — 1998
Bachelor of Commerce (B.Comm.), Finance
Canadian Securities Institute
Financial Planners Standards Council
Certified Financial Planner (CFP)
TD Waterhouse Financial Planning July 2011 - Present
Bank of Montreal March 2011 - June 2011
Richardson GMP October 2010 - April 2011
TD Waterhouse October 2009 - February 2010
TD Waterhouse March 2006 - October 2009
TD Waterhouse January 2004 - March 2006
TD Waterhouse January 2001 - December 2003
TD Waterhouse January 2000 - January 2001
Skills
Fixed Income, Securities, Bonds, Strategic Financial..., Investment Strategies, Equities, Investments, Leadership, Coaching, Finance, Financial Services, Customer Service, Retirement Planning, Financial Analysis, Investment Advisory, Management, Analysis, Mutual Funds, Business Development, Derivatives, Trading, Training, Equity Trading, Wealth Management, Options
Education
University of Alberta 1994 — 1998
Bachelor of Commerce (B.Comm.), Finance
Canadian Securities Institute
Financial Planners Standards Council
Certified Financial Planner (CFP)
François Morin François Morin's TD Waterhouse Experience June 2012 - Present
Job Regional VicePresident,Quebec and Atlantic provinces, TD Wealth Financial Planning
Industry Financial Services
Experience
TD Waterhouse June 2012 - Present
Investors group July 2004 - June 2012
Investors Group May 2000 - June 2004
Standard Life 1996 - 2000
Great West Life 1989 - 1996
Skills
Talent Acquisition, Team Management, Coaching, Web 2.0, Sales Management, Fonds mutuel, Finance
Education
Université du Québec à Montréal 1984 — 1989
Bachelor of Business Administration
TD Waterhouse June 2012 - Present
Investors group July 2004 - June 2012
Investors Group May 2000 - June 2004
Standard Life 1996 - 2000
Great West Life 1989 - 1996
Skills
Talent Acquisition, Team Management, Coaching, Web 2.0, Sales Management, Fonds mutuel, Finance
Education
Université du Québec à Montréal 1984 — 1989
Bachelor of Business Administration
Jason Gurba's TD Waterhouse Experience November 2003 - September 2006
Job Senior Sales Support Representative at Finning (Canada)
Industry Accounting
Experience
Finning (Canada) November 2014 - Present
Finning (Canada) March 2011 - November 2014
Finning (Canada) October 2010 - March 2011
Finning (Canada) April 2008 - October 2010
Finning (Canada) September 2006 - April 2008
TD Waterhouse November 2003 - September 2006
Skills
Financial Reporting, Financial Analysis, Business Process..., Forecasting, Internal Controls, Accounting, Managerial Finance, Process Improvement, Budgets, Business Analysis, Operations Management, Business Planning, ERP, Change Management, Financial Accounting, Finance
Education
Certified General Accountants of Alberta 2008 — 2013
Former CGA Student, Accounting
Canadian Securities Institute 2004 — 2004
CPH, Conducts and Practices Course
Canadian Securities Institute 2004 — 2004
DFC, Derivatives Fundamentals Course
Canadian Securities Institute 2004 — 2004
OLC, Options Licensing Course
Canadian Securities Institute 2003 — 2004
CSC, Securities Licensing
The University of Lethbridge 1999 — 2003
B. Mgt, Finance
Finning (Canada) November 2014 - Present
Finning (Canada) March 2011 - November 2014
Finning (Canada) October 2010 - March 2011
Finning (Canada) April 2008 - October 2010
Finning (Canada) September 2006 - April 2008
TD Waterhouse November 2003 - September 2006
Skills
Financial Reporting, Financial Analysis, Business Process..., Forecasting, Internal Controls, Accounting, Managerial Finance, Process Improvement, Budgets, Business Analysis, Operations Management, Business Planning, ERP, Change Management, Financial Accounting, Finance
Education
Certified General Accountants of Alberta 2008 — 2013
Former CGA Student, Accounting
Canadian Securities Institute 2004 — 2004
CPH, Conducts and Practices Course
Canadian Securities Institute 2004 — 2004
DFC, Derivatives Fundamentals Course
Canadian Securities Institute 2004 — 2004
OLC, Options Licensing Course
Canadian Securities Institute 2003 — 2004
CSC, Securities Licensing
The University of Lethbridge 1999 — 2003
B. Mgt, Finance
Cynthia Fortner Cynthia Fortner's TD Waterhouse Experience January 1994 - May 2000
Job Sales Rep at MGB Apparel and Promotions
Industry Financial Services
Experience
MGB Apparel and Promotions November 2012 - Present
Reliance Financial Group January 2007 - November 2012
Grassroots LLC October 2004 - December 2006
TD Waterhouse January 1994 - May 2000
Skills
Budgets, Account Management, Sales, Customer Service, Marketing Strategy, Public Relations
Education
University of Alabama 1985 — 1989
Public Relations, Communications
MGB Apparel and Promotions November 2012 - Present
Reliance Financial Group January 2007 - November 2012
Grassroots LLC October 2004 - December 2006
TD Waterhouse January 1994 - May 2000
Skills
Budgets, Account Management, Sales, Customer Service, Marketing Strategy, Public Relations
Education
University of Alabama 1985 — 1989
Public Relations, Communications
Aidan McGrath Aidan McGrath's TD Waterhouse Experience March 2000 - September 2001
Job Site Lead at Ebara Technologies Inc.
Industry Semiconductors
Experience
EBARA Technologies Inc. April 2011 - Present
Qimonda September 2006 - February 2009
Qimonda November 2004 - September 2006
World Investor Link October 2001 - October 2004
TD Waterhouse March 2000 - September 2001
Harris Semiconductor Ireland June 1997 - August 1998
Skills
Six Sigma, Troubleshooting, Manufacturing, Continuous Improvement, Project Management, Process Improvement, Design of Experiments, Electronics, Product Development, 5S, Account Management, Analysis, Cross-functional Team..., Customer Service, Engineering, Engineering Management, FMEA, Failure Analysis, Leadership, Lean Manufacturing, Management, Operations Management, Process Engineering, Program Management, Quality Assurance, Root Cause Analysis, SPC, Semiconductor Industry, Semiconductors, Start-ups, Team Leadership, Test Equipment, Testing, Training, CVD, Metrology, Yield
Education
Ulster University 1994 — 1999
BSc (with honors), Technology and Design
EBARA Technologies Inc. April 2011 - Present
Qimonda September 2006 - February 2009
Qimonda November 2004 - September 2006
World Investor Link October 2001 - October 2004
TD Waterhouse March 2000 - September 2001
Harris Semiconductor Ireland June 1997 - August 1998
Skills
Six Sigma, Troubleshooting, Manufacturing, Continuous Improvement, Project Management, Process Improvement, Design of Experiments, Electronics, Product Development, 5S, Account Management, Analysis, Cross-functional Team..., Customer Service, Engineering, Engineering Management, FMEA, Failure Analysis, Leadership, Lean Manufacturing, Management, Operations Management, Process Engineering, Program Management, Quality Assurance, Root Cause Analysis, SPC, Semiconductor Industry, Semiconductors, Start-ups, Team Leadership, Test Equipment, Testing, Training, CVD, Metrology, Yield
Education
Ulster University 1994 — 1999
BSc (with honors), Technology and Design
Rick Wood, CFP® Rick Wood, CFP®'s TD Waterhouse Experience October 2005 - April 2009
Job Vice President Sales and Marketing at SIGHTLINE Pension Solutions
Industry Financial Services
Experience
SIGHTLINE Pension Solutions January 2015 - Present
Global Group Services January 2015 - Present
Canadian Western Trust April 2009 - January 2015
TD Waterhouse October 2005 - April 2009
Seneca College of Applied Arts and Technology 2006 - 2007
Sun Life Financial 1998 - 2005
Canada Trust 1996 - 1998
National Trust 1993 - 1996
Skills
Pensions, Strategic Planning, Financial Services, Investments, Wealth Management, Leadership, Sales & Marketing..., New Business Development, Custodial Services, Trust Services, Defined Contribution, Defined Benefit, Financial Product..., Teaching, Strategic Financial..., Securities, Insurance, Coaching, Football, Certified Financial..., Sports Coaching, Athlete Development, Youth Mentoring, Equities, Portfolio Management, Mutual Funds, Asset Allocation, ETFs, Finance, Retirement Planning, Investment Management, Investment Advisory, Financial Planning
Education
University of Guelph 1988 — 1991
Canadian Institute of Financial Planning
Canadian Securities Institute
SIGHTLINE Pension Solutions January 2015 - Present
Global Group Services January 2015 - Present
Canadian Western Trust April 2009 - January 2015
TD Waterhouse October 2005 - April 2009
Seneca College of Applied Arts and Technology 2006 - 2007
Sun Life Financial 1998 - 2005
Canada Trust 1996 - 1998
National Trust 1993 - 1996
Skills
Pensions, Strategic Planning, Financial Services, Investments, Wealth Management, Leadership, Sales & Marketing..., New Business Development, Custodial Services, Trust Services, Defined Contribution, Defined Benefit, Financial Product..., Teaching, Strategic Financial..., Securities, Insurance, Coaching, Football, Certified Financial..., Sports Coaching, Athlete Development, Youth Mentoring, Equities, Portfolio Management, Mutual Funds, Asset Allocation, ETFs, Finance, Retirement Planning, Investment Management, Investment Advisory, Financial Planning
Education
University of Guelph 1988 — 1991
Canadian Institute of Financial Planning
Canadian Securities Institute
Greg Mikesell, CFP®'s TD Waterhouse Experience June 2000 - May 2006
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2014 - Present
State Farm November 2012 - June 2014
Ronald Blue & Co. August 2007 - June 2012
TD Ameritrade May 2006 - December 2006
TD Waterhouse June 2000 - May 2006
Good Life Broadcasting 1992 - June 2000
Skills
Estate Planning, Investments, Retirement Planning, Finance, Insurance, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Investment Management, Financial Advisory, Marketing, Financial Planners
Education
University of Central Florida 1989 — 2004
Bachelor of Arts (BA), Theatre Performance
Thrivent Financial August 2014 - Present
State Farm November 2012 - June 2014
Ronald Blue & Co. August 2007 - June 2012
TD Ameritrade May 2006 - December 2006
TD Waterhouse June 2000 - May 2006
Good Life Broadcasting 1992 - June 2000
Skills
Estate Planning, Investments, Retirement Planning, Finance, Insurance, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Investment Management, Financial Advisory, Marketing, Financial Planners
Education
University of Central Florida 1989 — 2004
Bachelor of Arts (BA), Theatre Performance
Michael Braga, MBA, CPA, CA Michael Braga, MBA, CPA, CA's TD Waterhouse Experience May 2007 - August 2009
Job Director of Finance at FirstService Residential Ontario
Industry Accounting
Experience
FirstService Residential Ontario July 2014 - Present
KPMG Corporate Finance LLC April 2014 - July 2014
KPMG Canada October 2011 - April 2014
TD Waterhouse May 2007 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Reporting
Education
Institute of Chartered Accountants of Ontario
CPA, CA
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance
CFA Institute
Level 2 Candidate
University of Guelph 2003 — 2007
BBA (Hons), Accounting
St. Michael's College School
FirstService Residential Ontario July 2014 - Present
KPMG Corporate Finance LLC April 2014 - July 2014
KPMG Canada October 2011 - April 2014
TD Waterhouse May 2007 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Reporting
Education
Institute of Chartered Accountants of Ontario
CPA, CA
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance
CFA Institute
Level 2 Candidate
University of Guelph 2003 — 2007
BBA (Hons), Accounting
St. Michael's College School
Carolyn Russell Carolyn Russell's TD Waterhouse Experience September 1999 - February 2006
Job Senior Wealth Advisor at Reilly Financial Advisors Help clients define and achieve their individual financial goals
Industry Financial Services
Experience
Reilly Financial Advisors March 2014 - Present
Union Banc November 2010 - February 2014
TD Waterhouse September 1999 - February 2006
Skills
Strategic Financial..., Personal Financial..., Personal Finance, Wealth Management, Manage Client..., Portfolio Assessment
Education
Texas Tech University 1995 — 1999
Bachelor of Science (B.S.), Family Financial Planning
Reilly Financial Advisors March 2014 - Present
Union Banc November 2010 - February 2014
TD Waterhouse September 1999 - February 2006
Skills
Strategic Financial..., Personal Financial..., Personal Finance, Wealth Management, Manage Client..., Portfolio Assessment
Education
Texas Tech University 1995 — 1999
Bachelor of Science (B.S.), Family Financial Planning
Jaspreet Nijjar Jaspreet Nijjar's TD Waterhouse Experience September 2006 - November 2007
Job Resource Manager at Randstad Technologies
Industry Human Resources
Experience
Randstad Technologies January 2013 - Present
David Aplin Group October 2011 - January 2013
S.i. Systems (formerly Maxim Professional) March 2010 - October 2011
BMO Nesbitt Burns December 2007 - December 2008
TD Waterhouse September 2006 - November 2007
Skills
Accounting, Temporary Placement, Recruiting, Talent Acquisition, Financial Analysis, Technical Recruiting, Contract Recruitment, Executive Search, Sourcing, Permanent Placement, Screening Resumes, Applicant Tracking..., Recruitment Advertising, Interviews, Strategic Sourcing, Internet Recruiting, Temporary Staffing, Talent Management, Consulting, Relationship Management
Education
University of Calgary 2002 — 2006
B.Comm, Finance
Randstad Technologies January 2013 - Present
David Aplin Group October 2011 - January 2013
S.i. Systems (formerly Maxim Professional) March 2010 - October 2011
BMO Nesbitt Burns December 2007 - December 2008
TD Waterhouse September 2006 - November 2007
Skills
Accounting, Temporary Placement, Recruiting, Talent Acquisition, Financial Analysis, Technical Recruiting, Contract Recruitment, Executive Search, Sourcing, Permanent Placement, Screening Resumes, Applicant Tracking..., Recruitment Advertising, Interviews, Strategic Sourcing, Internet Recruiting, Temporary Staffing, Talent Management, Consulting, Relationship Management
Education
University of Calgary 2002 — 2006
B.Comm, Finance
Elaine Lo Elaine Lo's TD Waterhouse Experience April 1998 - November 2003
Job Real Estate Advisor at Sutton Group West Coast Realty
Industry Real Estate
Experience
Sutton Group West Coast Realty March 2009 - Present
CIBC Wood Gundy 2007 - March 2009
T. Stenner Group of CIBC Wood Gundy November 2003 - February 2006
TD Waterhouse April 1998 - November 2003
Scotiabank 1996 - 1997
Skills
Wealth Management, Investment Advisory, Investments, Portfolio Management, Mortgage Lending, Real Estate, Interior Design, Asset Managment, Business Development, Negotiation, First Time Home Buyers, Referrals, Condos, Townhomes, Single Family Homes, Multi Family Properties, Relocation, Real Estate Investment...
Education
CCIM Institute 2011 — 2014
CCIM designation Candidate
UBC Sauder School of Business 2009 — 2009
Real Estate Trading Services
Information Technolgy Institute 2000 — 2001
Post Graduate Diploma
The University of British Columbia 1993 — 1997
BA
Sutton Group West Coast Realty March 2009 - Present
CIBC Wood Gundy 2007 - March 2009
T. Stenner Group of CIBC Wood Gundy November 2003 - February 2006
TD Waterhouse April 1998 - November 2003
Scotiabank 1996 - 1997
Skills
Wealth Management, Investment Advisory, Investments, Portfolio Management, Mortgage Lending, Real Estate, Interior Design, Asset Managment, Business Development, Negotiation, First Time Home Buyers, Referrals, Condos, Townhomes, Single Family Homes, Multi Family Properties, Relocation, Real Estate Investment...
Education
CCIM Institute 2011 — 2014
CCIM designation Candidate
UBC Sauder School of Business 2009 — 2009
Real Estate Trading Services
Information Technolgy Institute 2000 — 2001
Post Graduate Diploma
The University of British Columbia 1993 — 1997
BA
Shelly Varias Shelly Varias's TD Waterhouse Experience 2001 - April 2004
Job
Industry Internet
Experience
Bank of America April 2012 - Present
Self Employed October 2011 - May 2012
SuperNova Productions February 2010 - October 2011
Princeton Partners, Inc. February 2007 - February 2010
Refinery April 2004 - June 2006
TD Waterhouse 2001 - April 2004
Marketware International 1999 - 2001
Kandu Interactive 1997 - 1999
Midi Interactive 1997 - 1997
Skills
Information Architecture, Social Media Strategy, Primary and Secondary..., Usability Testing, Business Analysis, Requirements..., Site Maps, Use Cases, Wireframes, Strategic Planning, Creative Design, Heuristic Evaluation, Survey Research, Persona and User..., iOS Best Practice Design, Axure Prototype..., Digital Marketing, Digital Strategy, Designs, Interaction Design, Interactive Marketing, Product Requirements, SEO, Social Media Marketing, Strategy, Usability, User Experience, User Experience Design, User-centered Design
Education
The College of New Jersey 1993 — 1997
BFA, Graphic Design (Computer Graphics Specialization)
Bank of America April 2012 - Present
Self Employed October 2011 - May 2012
SuperNova Productions February 2010 - October 2011
Princeton Partners, Inc. February 2007 - February 2010
Refinery April 2004 - June 2006
TD Waterhouse 2001 - April 2004
Marketware International 1999 - 2001
Kandu Interactive 1997 - 1999
Midi Interactive 1997 - 1997
Skills
Information Architecture, Social Media Strategy, Primary and Secondary..., Usability Testing, Business Analysis, Requirements..., Site Maps, Use Cases, Wireframes, Strategic Planning, Creative Design, Heuristic Evaluation, Survey Research, Persona and User..., iOS Best Practice Design, Axure Prototype..., Digital Marketing, Digital Strategy, Designs, Interaction Design, Interactive Marketing, Product Requirements, SEO, Social Media Marketing, Strategy, Usability, User Experience, User Experience Design, User-centered Design
Education
The College of New Jersey 1993 — 1997
BFA, Graphic Design (Computer Graphics Specialization)
Esther Malenfant Esther Malenfant's TD Waterhouse Experience September 2006 - October 2012
Job Conseillère en placement at Valeurs Mobilières Banque Laurentienne
Industry Financial Services
Experience
Valeurs Mobilières Banque Laurentienne November 2012 - Present
TD Waterhouse September 2006 - October 2012
BMO Nesbitt Burns September 2004 - September 2006
Desjardins Securities May 1995 - April 2003
RBC Dominion Securities May 1989 - July 1995
Skills
Investments, Securities, Mutual Funds, Wealth Management, Portfolio Management, Investment Strategies
Education
Université de Montréal
Nutrition
Valeurs Mobilières Banque Laurentienne November 2012 - Present
TD Waterhouse September 2006 - October 2012
BMO Nesbitt Burns September 2004 - September 2006
Desjardins Securities May 1995 - April 2003
RBC Dominion Securities May 1989 - July 1995
Skills
Investments, Securities, Mutual Funds, Wealth Management, Portfolio Management, Investment Strategies
Education
Université de Montréal
Nutrition
Bryan Dar Santos Bryan Dar Santos's TD Waterhouse Experience 2005 - 2007
Job FDI Financial Diagnostics Inc. Training the financial advisor of the future
Industry Financial Services
Experience
FDI Financial Diagnostics Inc./Life Cents Magazine January 2011 - Present
Hub Financial 2007 - 2010
TD Waterhouse 2005 - 2007
TD Waterhouse 1999 - 2002
Skills
Investments, Entrepreneurship, Wealth Management, Financial Advisory, Leadership, Finance, Retirement Planning, Mutual Funds, Marketing Communications, Marketing Strategy, Disability Insurance, Life Insurance, Small Business, Marketing, Wealth, Financial Planners, Business Development, Retirement, Term Life Insurance, Fixed Annuities, Long-term Care, Financial Services, Estate Planning, Strategic Financial..., Savings, Insurance, Pensions, Investment Strategies, Personal Finance, Critical Illness, Securities, Investment Management, Investment Advisory, Asset Allocation, Alternative Investments, Bonds, Portfolio Management, Wealth Accumulation, Mortgage Lending, Employee Benefits, Relationship Management, Retirement Savings, Asset Management, Health Insurance, Income Protection, Equities, Income, Financial Planning
Education
Canadian Securities Institute 1999 — 2014
CSC, CPH, DFC, OLC, Traders Training, Technical Analysis etc., Securities
The University of British Columbia
BA, Psychology
FDI Financial Diagnostics Inc./Life Cents Magazine January 2011 - Present
Hub Financial 2007 - 2010
TD Waterhouse 2005 - 2007
TD Waterhouse 1999 - 2002
Skills
Investments, Entrepreneurship, Wealth Management, Financial Advisory, Leadership, Finance, Retirement Planning, Mutual Funds, Marketing Communications, Marketing Strategy, Disability Insurance, Life Insurance, Small Business, Marketing, Wealth, Financial Planners, Business Development, Retirement, Term Life Insurance, Fixed Annuities, Long-term Care, Financial Services, Estate Planning, Strategic Financial..., Savings, Insurance, Pensions, Investment Strategies, Personal Finance, Critical Illness, Securities, Investment Management, Investment Advisory, Asset Allocation, Alternative Investments, Bonds, Portfolio Management, Wealth Accumulation, Mortgage Lending, Employee Benefits, Relationship Management, Retirement Savings, Asset Management, Health Insurance, Income Protection, Equities, Income, Financial Planning
Education
Canadian Securities Institute 1999 — 2014
CSC, CPH, DFC, OLC, Traders Training, Technical Analysis etc., Securities
The University of British Columbia
BA, Psychology
Lenny Kerman Lenny Kerman's TD Waterhouse Experience January 2004 - March 2006
Job Senior Account Manager at Walton International Group
Industry Investment Management
Experience
Walton International Group September 2007 - Present
TD Waterhouse January 2004 - March 2006
Education
University of Guelph
BA, Psychology
Walton International Group September 2007 - Present
TD Waterhouse January 2004 - March 2006
Education
University of Guelph
BA, Psychology
Sarkis Aram Hakopdjanian, B.Comm., CIM Sarkis Aram Hakopdjanian, B.Comm., CIM's TD Waterhouse Experience 2005 - Present
Job Specializing in Wealth Management & Planning at TD Wealth, Private Investment Advice
Industry Investment Management
Experience
The Rotary Club of Edmonton 2011 - Present
TD Waterhouse 2005 - Present
Skills
Retirement Planning, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Investments, Strategic Financial..., Mutual Funds, Finance, Financial Advisory, Retirement, Leadership, Insurance, Banking, Wealth, Strategy, Small Business, Financial Services, Securities, Fixed Income, Investment Management, Options, Personal Finance, Asset Allocation, Equities, Investment Strategies, Wealth Management..., Bonds, Asset Management, Relationship Management, Alternative Investments, Loans, Credit, Mortgage Lending
Education
Canadian Securities Institute
Canadian Investment Manager (CIM), Wealth Management & Planning
Foran Financial Institute
Life License Qualification Program (LLQP)
University of Alberta
Bachelor of Commerce, Faculty of Business
The Rotary Club of Edmonton 2011 - Present
TD Waterhouse 2005 - Present
Skills
Retirement Planning, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Investments, Strategic Financial..., Mutual Funds, Finance, Financial Advisory, Retirement, Leadership, Insurance, Banking, Wealth, Strategy, Small Business, Financial Services, Securities, Fixed Income, Investment Management, Options, Personal Finance, Asset Allocation, Equities, Investment Strategies, Wealth Management..., Bonds, Asset Management, Relationship Management, Alternative Investments, Loans, Credit, Mortgage Lending
Education
Canadian Securities Institute
Canadian Investment Manager (CIM), Wealth Management & Planning
Foran Financial Institute
Life License Qualification Program (LLQP)
University of Alberta
Bachelor of Commerce, Faculty of Business
John Verhage's TD Waterhouse Experience June 1998 - January 2006
Job Institutional Correspondence Review Principal at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2010 - February 2015
TD Ameritrade June 2008 - August 2010
TD Ameritrade January 2006 - September 2007
TD Waterhouse June 1998 - January 2006
Jack White & Company September 1990 - June 1998
Skills
Financial Planning, Retirement, Investments, Portfolio Management, Strategic Financial..., Financial Advisory, Mutual Funds, Series 63, Banking, Wealth Management, Series 7, Risk Management, Asset Allocation, Financial Services, FINRA, Uniform Combined State..., Securities, Equities
Education
University of Colorado Boulder
Bachelor of Science in Business Administration, Triple Major: International Business-Marketing-Finance
TD Ameritrade August 2010 - February 2015
TD Ameritrade June 2008 - August 2010
TD Ameritrade January 2006 - September 2007
TD Waterhouse June 1998 - January 2006
Jack White & Company September 1990 - June 1998
Skills
Financial Planning, Retirement, Investments, Portfolio Management, Strategic Financial..., Financial Advisory, Mutual Funds, Series 63, Banking, Wealth Management, Series 7, Risk Management, Asset Allocation, Financial Services, FINRA, Uniform Combined State..., Securities, Equities
Education
University of Colorado Boulder
Bachelor of Science in Business Administration, Triple Major: International Business-Marketing-Finance
Rakesh Rocky Chopra Rakesh Rocky Chopra's TD Waterhouse Experience January 2001 - January 2004
Job AVP
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
The Salvation Army 2004 - Present
COUNTRY Financial® July 2013 - August 2014
J.P. Morgan Securities LLC March 2011 - July 2013
Steel Lake Little League December 2010 - December 2012
New York Life Insurance Company June 2008 - March 2011
The Greater Tacoma Community Foundation 2005 - 2011
HRBFA 2006 - 2008
Edward Jones 2004 - 2006
TD WaterHouse January 2001 - January 2004
Skills
Insurance, Estate Planning, Financial Advisory, Financial Services, Leadership, Strategic Financial..., Long-term Care, Strategic Planning, Wealth Management, Disability Insurance, Small Business, Bonds, Training, Finance, CRM, Recruiting, Sales, Sales Management, Employee Benefits, Financial Planning
Education
University of Colorado Boulder 1988 — 1990
Golden SR High 1983 — 1987
Merrill Edge August 2014 - Present
The Salvation Army 2004 - Present
COUNTRY Financial® July 2013 - August 2014
J.P. Morgan Securities LLC March 2011 - July 2013
Steel Lake Little League December 2010 - December 2012
New York Life Insurance Company June 2008 - March 2011
The Greater Tacoma Community Foundation 2005 - 2011
HRBFA 2006 - 2008
Edward Jones 2004 - 2006
TD WaterHouse January 2001 - January 2004
Skills
Insurance, Estate Planning, Financial Advisory, Financial Services, Leadership, Strategic Financial..., Long-term Care, Strategic Planning, Wealth Management, Disability Insurance, Small Business, Bonds, Training, Finance, CRM, Recruiting, Sales, Sales Management, Employee Benefits, Financial Planning
Education
University of Colorado Boulder 1988 — 1990
Golden SR High 1983 — 1987
Shane Sartor Shane Sartor's TD Waterhouse Experience January 1993 - March 1995
Job Management Consultant, Entrepreneur, Visionary leader of finance and IT
Industry Information Technology and Services
Experience
Capire Consulting Inc July 1998 - Present
CIBC June 1995 - June 1998
TD Waterhouse January 1993 - March 1995
Education
University of Guelph 1986 — 1990
BA, Economics, Business, IT
Capire Consulting Inc July 1998 - Present
CIBC June 1995 - June 1998
TD Waterhouse January 1993 - March 1995
Education
University of Guelph 1986 — 1990
BA, Economics, Business, IT
Wayne Chou Wayne Chou's TD Waterhouse Experience July 2001 - January 2006
Job
Industry Financial Services
Experience
Scottrade, Inc. April 2006 - February 2015
TD Waterhouse July 2001 - January 2006
Charles Schwab June 1996 - July 2001
Skills
Series 7, Mutual Funds, Portfolio Management, Investment Advisory, Sales Management, Financial Planning, Series 63, Management, Securities, Financial Services, Investments, Wealth Management, Equities, Finance
Education
University of California, Berkeley
Scottrade, Inc. April 2006 - February 2015
TD Waterhouse July 2001 - January 2006
Charles Schwab June 1996 - July 2001
Skills
Series 7, Mutual Funds, Portfolio Management, Investment Advisory, Sales Management, Financial Planning, Series 63, Management, Securities, Financial Services, Investments, Wealth Management, Equities, Finance
Education
University of California, Berkeley
Spencer Vasantharajan Spencer Vasantharajan's TD Waterhouse Experience Account SpecialistTD WaterHouse1984 - June 1996
Job Account Specialist at TD WaterHouse
Industry Banking
Experience
TD WaterHouse Account SpecialistTD WaterHouse1984 - June 1996
Express News papers (cey)Ltd October 1984 - May 1996
Skills
Banking, Retail Banking, Mortgage Lending, Loans, Credit Analysis, Customer Service, Consumer Lending, Cross Selling, Credit
Education
University of Colombo 1979 — 1983
Bachelor of Arts (B.A.)(Economics Special), Economics
SriLanka Technical Institute 1977 — 1980
National Diploma in Estate management & Valuation, Valuation
TD WaterHouse Account SpecialistTD WaterHouse1984 - June 1996
Express News papers (cey)Ltd October 1984 - May 1996
Skills
Banking, Retail Banking, Mortgage Lending, Loans, Credit Analysis, Customer Service, Consumer Lending, Cross Selling, Credit
Education
University of Colombo 1979 — 1983
Bachelor of Arts (B.A.)(Economics Special), Economics
SriLanka Technical Institute 1977 — 1980
National Diploma in Estate management & Valuation, Valuation
John Tchoe's TD Waterhouse Experience 1998 - 2002
Job Tech Support at Sundial Time Systems
Industry Information Technology and Services
Experience
Sundial Time Systems July 2013 - Present
Arcadia Retirement Residence September 2010 - March 2013
OVTech.net June 2009 - August 2010
American Savings Bank February 2008 - March 2009
Network Management Group, Inc. June 2006 - August 2007
TD Waterhouse 1998 - 2002
Skills
Microsoft Office, Customer Service, Excel, Process Improvement, Social Media, Software Documentation, HTML, System Administration, Microsoft Word, PowerPoint, Research, Microsoft Excel, Technical Support, Leadership, Troubleshooting, Event Planning, Active Directory, Windows Server
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts, Psychology
Sunny Hills High School 1989 — 1993
Sundial Time Systems July 2013 - Present
Arcadia Retirement Residence September 2010 - March 2013
OVTech.net June 2009 - August 2010
American Savings Bank February 2008 - March 2009
Network Management Group, Inc. June 2006 - August 2007
TD Waterhouse 1998 - 2002
Skills
Microsoft Office, Customer Service, Excel, Process Improvement, Social Media, Software Documentation, HTML, System Administration, Microsoft Word, PowerPoint, Research, Microsoft Excel, Technical Support, Leadership, Troubleshooting, Event Planning, Active Directory, Windows Server
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts, Psychology
Sunny Hills High School 1989 — 1993
Austin Hipschen Austin Hipschen's TD Waterhouse Experience 2000 - 2002
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2012 - Present
Commodity Options Market Maker 2007 - 2012
East Coast Options, Inc. 2006 - 2007
Commodity Options Market Maker 2004 - 2006
Options Clerk 2002 - 2004
TD Waterhouse 2000 - 2002
Skills
Equities, Investments, Hedge Funds, Asset Managment, Bloomberg, Electronic Trading, Alternative Investments, Valuation, Fixed Income, Arbitrage, Capital Markets, Financial Markets, Investment Strategies, Traders, Commodity Risk...
Education
University of California 1996 — 1999
Bachelor of Arts, Business Economics
Merrill Lynch 2012 - Present
Commodity Options Market Maker 2007 - 2012
East Coast Options, Inc. 2006 - 2007
Commodity Options Market Maker 2004 - 2006
Options Clerk 2002 - 2004
TD Waterhouse 2000 - 2002
Skills
Equities, Investments, Hedge Funds, Asset Managment, Bloomberg, Electronic Trading, Alternative Investments, Valuation, Fixed Income, Arbitrage, Capital Markets, Financial Markets, Investment Strategies, Traders, Commodity Risk...
Education
University of California 1996 — 1999
Bachelor of Arts, Business Economics
John Agostino John Agostino's TD Waterhouse Experience January 2000 - December 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney December 2006 - January 2010
TD Waterhouse January 2000 - December 2006
Skills
Asset Allocation
Education
University of California, San Diego 1992 — 2006
Psychology
Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney December 2006 - January 2010
TD Waterhouse January 2000 - December 2006
Skills
Asset Allocation
Education
University of California, San Diego 1992 — 2006
Psychology
Stuart Rubinstein Stuart Rubinstein's TD Waterhouse Experience January 2000 - January 2006
Job Senior Vice President, Digital Solutions at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments September 2014 - Present
TD Ameritrade October 2010 - July 2014
TD Ameritrade September 2009 - November 2010
TD AMERITRADE January 2006 - November 2009
TD Waterhouse January 2000 - January 2006
Goldman Sachs December 1996 - January 2000
Dreyfus 1994 - 1996
Skills
E-commerce, Marketing, Management, Product Management, Leadership, Financial Services, Series 7, Digital Strategy, Strategy, Series 63, Analytics, Mobile Devices, Marketing Strategy, Series 24, Investments, Business Planning, Interactive Marketing, Strategic Partnerships, Competitive Analysis, Integrated Marketing, New Media, Mobile Marketing, Mutual Funds, Email Marketing, Social Media Marketing, CRM, Lead Generation, Wealth Management, Relationship Management, Digital Marketing, Segmentation, Emerging Media, Interactive Strategy, Direct Marketing, Retail, Customer Acquisition, Social Media
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
M.B.A., Marketing
University at Albany, SUNY 1981 — 1985
B.S., Business, Management Information Systems
Fidelity Investments September 2014 - Present
TD Ameritrade October 2010 - July 2014
TD Ameritrade September 2009 - November 2010
TD AMERITRADE January 2006 - November 2009
TD Waterhouse January 2000 - January 2006
Goldman Sachs December 1996 - January 2000
Dreyfus 1994 - 1996
Skills
E-commerce, Marketing, Management, Product Management, Leadership, Financial Services, Series 7, Digital Strategy, Strategy, Series 63, Analytics, Mobile Devices, Marketing Strategy, Series 24, Investments, Business Planning, Interactive Marketing, Strategic Partnerships, Competitive Analysis, Integrated Marketing, New Media, Mobile Marketing, Mutual Funds, Email Marketing, Social Media Marketing, CRM, Lead Generation, Wealth Management, Relationship Management, Digital Marketing, Segmentation, Emerging Media, Interactive Strategy, Direct Marketing, Retail, Customer Acquisition, Social Media
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
M.B.A., Marketing
University at Albany, SUNY 1981 — 1985
B.S., Business, Management Information Systems
Joe Pecora Joe Pecora's TD Waterhouse Experience June 2000 - July 2001
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2014 - Present
Sweet Home Chicago October 2003 - September 2014
Banc One Securites Corp (Chase) January 2003 - May 2004
TD Waterhouse June 2000 - July 2001
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's Degree, Finance, Major GPA: 3.9
Goldman Sachs September 2014 - Present
Sweet Home Chicago October 2003 - September 2014
Banc One Securites Corp (Chase) January 2003 - May 2004
TD Waterhouse June 2000 - July 2001
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's Degree, Finance, Major GPA: 3.9
Henry Pham's TD Waterhouse Experience June 1999 - January 2005
Job Margin Manager at TradeKing
Industry Financial Services
Experience
TradeKing September 2012 - Present
Zecco Trading August 2006 - September 2012
TD Waterhouse June 1999 - January 2005
PIM Financial Services October 1996 - June 1999
Skills
Trading, Financial Risk, Options, Equities, Securities, Accounting, Fixed Income, Investments, Financial Services, Mutual Funds, Series 7, Risk Management, Investment Management, Series 63, Alternative Investments, Asset Allocation, Asset Managment, FINRA, Investment Strategies, Banking, Financial Advisory, Wealth Management, Trading Systems, Portfolio Management, Investment Banking, Series 24, Financial Analysis, Financial Markets, Retirement Planning, FX Options, Uniform Combined State...
Education
University of California, San Diego
B.S, Management Science
TradeKing September 2012 - Present
Zecco Trading August 2006 - September 2012
TD Waterhouse June 1999 - January 2005
PIM Financial Services October 1996 - June 1999
Skills
Trading, Financial Risk, Options, Equities, Securities, Accounting, Fixed Income, Investments, Financial Services, Mutual Funds, Series 7, Risk Management, Investment Management, Series 63, Alternative Investments, Asset Allocation, Asset Managment, FINRA, Investment Strategies, Banking, Financial Advisory, Wealth Management, Trading Systems, Portfolio Management, Investment Banking, Series 24, Financial Analysis, Financial Markets, Retirement Planning, FX Options, Uniform Combined State...
Education
University of California, San Diego
B.S, Management Science
Humberto Velez Humberto Velez's TD Waterhouse Experience December 2004 - July 2007
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
JPMorgan Chase November 2012 - October 2013
JP Morgan Chase April 2011 - October 2012
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2010 - May 2010
UBS Wealth Management October 2008 - April 2009
TD Waterhouse December 2004 - July 2007
Skills
Wall Street Concepts, ADP Brokerage Operating..., Micro Bank, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Tax Returns, Tax Reporting, Cost Basis Reporting, Asset Management, Facilities Management, 1099 Preparation, Investment Banking
Education
University at Albany, SUNY 1996 — 2000
Bachelor of Arts, Criminal Justice
Fidelity Investments January 2014 - Present
JPMorgan Chase November 2012 - October 2013
JP Morgan Chase April 2011 - October 2012
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2010 - May 2010
UBS Wealth Management October 2008 - April 2009
TD Waterhouse December 2004 - July 2007
Skills
Wall Street Concepts, ADP Brokerage Operating..., Micro Bank, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Tax Returns, Tax Reporting, Cost Basis Reporting, Asset Management, Facilities Management, 1099 Preparation, Investment Banking
Education
University at Albany, SUNY 1996 — 2000
Bachelor of Arts, Criminal Justice
Randy Martinez Randy Martinez's TD Waterhouse Experience November 2003 - April 2005
Job Senior Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2005 - Present
TD Waterhouse November 2003 - April 2005
TD Waterhouse February 2001 - November 2003
TD Waterhouse June 2000 - February 2001
TD Waterhouse July 1998 - June 2000
Skills
Series 7, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Insurance, Uniform Combined State..., Retirement, Equities, Training, Financial Advisory, Mutual Funds, Employee Benefits, Project Management, FINRA, 401k, Financial Services, Series 63
Education
Texas Lutheran University 1992 — 1997
Bachelor of Arts, Finance Management
TIAA-CREF April 2005 - Present
TD Waterhouse November 2003 - April 2005
TD Waterhouse February 2001 - November 2003
TD Waterhouse June 2000 - February 2001
TD Waterhouse July 1998 - June 2000
Skills
Series 7, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Insurance, Uniform Combined State..., Retirement, Equities, Training, Financial Advisory, Mutual Funds, Employee Benefits, Project Management, FINRA, 401k, Financial Services, Series 63
Education
Texas Lutheran University 1992 — 1997
Bachelor of Arts, Finance Management
James E. Kantor James E. Kantor's TD Waterhouse Experience February 1996 - April 1998
Job Learning Executive
Industry Program Development
Experience
Rougeblue January 2014 - Present
Picis June 2009 - December 2013
Picis May 2002 - June 2009
Picis April 1998 - April 2002
TD Waterhouse February 1996 - April 1998
Skills
Business Intelligence, Business Analysis, Product Management, Integration, Healthcare Information..., German, Marketing, French, Multilingual, Spanish, EMR, Key Performance..., Software Documentation, Team Leadership, SDLC, Software Project..., Team Building, Program Management, HL7, Project Management, Quality Assurance, Testing, Requirements Analysis, Start-ups, Software Quality..., Agile Methodologies, Databases, Process Improvement, Leadership, Training, Healthcare, Management, Outsourcing, Health Information..., Software Implementation, Informatics, EHR, Strategy, Enterprise Software, Business Development, Software Development
Education
University of Leicester 2002 — 2004
Coursework towards MSc, Performance Improvement
Universität Salzburg 1989 — 1990
Austrian and German Literature and Culture
University of Connecticut 1986 — 1990
BA, English, German
Rougeblue January 2014 - Present
Picis June 2009 - December 2013
Picis May 2002 - June 2009
Picis April 1998 - April 2002
TD Waterhouse February 1996 - April 1998
Skills
Business Intelligence, Business Analysis, Product Management, Integration, Healthcare Information..., German, Marketing, French, Multilingual, Spanish, EMR, Key Performance..., Software Documentation, Team Leadership, SDLC, Software Project..., Team Building, Program Management, HL7, Project Management, Quality Assurance, Testing, Requirements Analysis, Start-ups, Software Quality..., Agile Methodologies, Databases, Process Improvement, Leadership, Training, Healthcare, Management, Outsourcing, Health Information..., Software Implementation, Informatics, EHR, Strategy, Enterprise Software, Business Development, Software Development
Education
University of Leicester 2002 — 2004
Coursework towards MSc, Performance Improvement
Universität Salzburg 1989 — 1990
Austrian and German Literature and Culture
University of Connecticut 1986 — 1990
BA, English, German
Andrew Cragg Andrew Cragg's TD Waterhouse Experience January 1997 - August 2006
Job Manager, Management Reporting Projects @ TD Bank
Industry Banking
Experience
TD Bank April 2010 - Present
TD Bank August 2008 - April 2010
TD Bank August 2006 - August 2008
TD Waterhouse January 1997 - August 2006
TD Greenline Investor Services 1988 - 1997
Skills
Essbase, Hyperion Enterprise, Financial Reporting, Cognos, Business Analysis, Hyperion, Requirements Gathering, Finance, Hyperion Planning, Process Improvement
Education
University of Guelph 1981 — 1987
BA, Management Economics (BA, double Major)
TD Bank April 2010 - Present
TD Bank August 2008 - April 2010
TD Bank August 2006 - August 2008
TD Waterhouse January 1997 - August 2006
TD Greenline Investor Services 1988 - 1997
Skills
Essbase, Hyperion Enterprise, Financial Reporting, Cognos, Business Analysis, Hyperion, Requirements Gathering, Finance, Hyperion Planning, Process Improvement
Education
University of Guelph 1981 — 1987
BA, Management Economics (BA, double Major)
Faissal Abu Zahrah Faissal Abu Zahrah's TD Waterhouse Experience September 2011 - April 2014
Job Account Admin Specialist at TD Wealth Management
Industry Banking
Experience
TD Wealth Management April 2014 - Present
TD Waterhouse September 2011 - April 2014
TD Waterhouse September 2010 - September 2011
TD Canada Trust January 2008 - October 2010
Emaar Properties August 2003 - November 2007
Elrae Industries, INC August 2003 - November 2007
Delphi Automotive Systems January 2001 - January 2002
Skills
Access, Training, Customer Satisfaction, Banking, Microsoft Office, Customer Service, Financial Analysis, Tower Climbing, Fire Safety
Education
University at Buffalo 2000 — 2002
Masters of Engineering, Production Management
University at Buffalo 1995 — 2000
Bachelor of Science, Industrial Engineering
TD Wealth Management April 2014 - Present
TD Waterhouse September 2011 - April 2014
TD Waterhouse September 2010 - September 2011
TD Canada Trust January 2008 - October 2010
Emaar Properties August 2003 - November 2007
Elrae Industries, INC August 2003 - November 2007
Delphi Automotive Systems January 2001 - January 2002
Skills
Access, Training, Customer Satisfaction, Banking, Microsoft Office, Customer Service, Financial Analysis, Tower Climbing, Fire Safety
Education
University at Buffalo 2000 — 2002
Masters of Engineering, Production Management
University at Buffalo 1995 — 2000
Bachelor of Science, Industrial Engineering
Jed Irwin B.Sc., MBA, FCSI's TD Waterhouse Experience May 2007 - February 2010
Job Financial Planner at BMO
Industry Investment Management
Experience
BMO Financial Group February 2010 - Present
TD Waterhouse May 2007 - February 2010
Facet Funds November 2004 - May 2007
BMO Nesbitt Burns Inc. May 1994 - November 2004
Skills
Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Financial Services, Equities, Investments, Portfolio Management, Financial Planning, Retirement Planning, Securities, Asset Management, Asset Allocation, Financial Advisory, Finance, Fixed Income, Estate Planning
Education
Dalhousie University 2009 — 2013
MBA, Masters Business Administration
CIM, FCSI 2009 — 2009
CIM, Canadian Investment Management
CFA Level I
Chartered Financial Analyst, CFA Level I
University of Guelph 1985 — 1989
B.Sc., Physics, Mathematics
BMO Financial Group February 2010 - Present
TD Waterhouse May 2007 - February 2010
Facet Funds November 2004 - May 2007
BMO Nesbitt Burns Inc. May 1994 - November 2004
Skills
Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Financial Services, Equities, Investments, Portfolio Management, Financial Planning, Retirement Planning, Securities, Asset Management, Asset Allocation, Financial Advisory, Finance, Fixed Income, Estate Planning
Education
Dalhousie University 2009 — 2013
MBA, Masters Business Administration
CIM, FCSI 2009 — 2009
CIM, Canadian Investment Management
CFA Level I
Chartered Financial Analyst, CFA Level I
University of Guelph 1985 — 1989
B.Sc., Physics, Mathematics
Arek Nowaczynski, CIPM Arek Nowaczynski, CIPM's TD Waterhouse Experience April 2000 - June 2006
Job Senior Manager, Investment Performance & Analytics at Alberta Investment Management Corporation (AIMCo)
Industry Investment Management
Experience
Alberta Investment Management Corporation (AIMCo) January 2013 - Present
Alberta Investment Management Corporation (AIMCo) September 2009 - January 2013
Alberta Investment Management Corporation (AIMCo) February 2008 - September 2009
Alberta Investment Managment June 2006 - February 2008
TD Waterhouse April 2000 - June 2006
Skills
Performance Attribution, Performance Measurement, Investment Management, Bloomberg, Equities, Derivatives, Fixed Income, Team Leadership, Investments, Trading, Valuation, Alternative Investments, Analysis, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds
Education
CIPM, CFA Institute 2009 — 2010
CIPM awarded July 2010
FCSI, Canadian Securities Institute 1999 — 2010
Fellow of the Canadian Securities Institute
CIM, Canadian Securities Institute 2000 — 2001
Canadian Investment Manager
University of Alberta 1996 — 1999
Bachelor of Commerce (B.Com.), Finance, General
Alberta Investment Management Corporation (AIMCo) January 2013 - Present
Alberta Investment Management Corporation (AIMCo) September 2009 - January 2013
Alberta Investment Management Corporation (AIMCo) February 2008 - September 2009
Alberta Investment Managment June 2006 - February 2008
TD Waterhouse April 2000 - June 2006
Skills
Performance Attribution, Performance Measurement, Investment Management, Bloomberg, Equities, Derivatives, Fixed Income, Team Leadership, Investments, Trading, Valuation, Alternative Investments, Analysis, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds
Education
CIPM, CFA Institute 2009 — 2010
CIPM awarded July 2010
FCSI, Canadian Securities Institute 1999 — 2010
Fellow of the Canadian Securities Institute
CIM, Canadian Securities Institute 2000 — 2001
Canadian Investment Manager
University of Alberta 1996 — 1999
Bachelor of Commerce (B.Com.), Finance, General
Ayub Mohammed's TD Waterhouse Experience June 2000 - March 2001
Job Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
Aon Hewitt January 2013 - May 2013
JP Morgan Chase October 2010 - January 2013
Bank of America January 2005 - August 2010
PNC Bank April 2001 - January 2005
TD Waterhouse June 2000 - March 2001
Skills
Banking, Credit, Financial Analysis, Finance, Cash Management, Financial Risk, Loans, Cash Flow, Portfolio Management, Funding, Forecasting, Financial Services, Electronic Funds..., Analysis, Accounting, Management, Risk, EFT, Series 6, Series 63
Education
University of Illinois at Chicago 1998 — 2000
Bachelor of Science, Marketing and Management
university of ILLINOIS 1998 — 2000
Bachelor's Degree, MARKETING AND MANAGEMENT
JPMorgan Chase June 2013 - Present
Aon Hewitt January 2013 - May 2013
JP Morgan Chase October 2010 - January 2013
Bank of America January 2005 - August 2010
PNC Bank April 2001 - January 2005
TD Waterhouse June 2000 - March 2001
Skills
Banking, Credit, Financial Analysis, Finance, Cash Management, Financial Risk, Loans, Cash Flow, Portfolio Management, Funding, Forecasting, Financial Services, Electronic Funds..., Analysis, Accounting, Management, Risk, EFT, Series 6, Series 63
Education
University of Illinois at Chicago 1998 — 2000
Bachelor of Science, Marketing and Management
university of ILLINOIS 1998 — 2000
Bachelor's Degree, MARKETING AND MANAGEMENT
Maria Jose Baron's TD Waterhouse Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup Global Markets February 2014 - Present
Bank of America Merrill Lynch November 2012 - January 2014
Citigroup Global Markets 2005 - 2011
UBS Wealth Management 2004 - 2005
TD Waterhouse 1999 - 2001
TDWaterhouse 1998 - 1999
Skills
Investments, Wealth, Alternative Investments, Bonds, Portfolio Management, Negotiation, Wealth Management, Equities, IPO, Fixed Income, Banking, Securities, Commodity, Series 63, Series 7, Corporate Law, Business Strategy, Investor Relations, Mutual Funds
Education
Trinity Law School 2001 — 2003
Juris Doctor, Law
Westmont College
BA, English Literature
Citigroup Global Markets February 2014 - Present
Bank of America Merrill Lynch November 2012 - January 2014
Citigroup Global Markets 2005 - 2011
UBS Wealth Management 2004 - 2005
TD Waterhouse 1999 - 2001
TDWaterhouse 1998 - 1999
Skills
Investments, Wealth, Alternative Investments, Bonds, Portfolio Management, Negotiation, Wealth Management, Equities, IPO, Fixed Income, Banking, Securities, Commodity, Series 63, Series 7, Corporate Law, Business Strategy, Investor Relations, Mutual Funds
Education
Trinity Law School 2001 — 2003
Juris Doctor, Law
Westmont College
BA, English Literature
Jeremy Cham, CFA Jeremy Cham, CFA's TD Waterhouse Experience December 2009 - December 2011
Job Portfolio Manager at TD Waterhouse Private Investment Counsel
Industry Financial Services
Experience
TD Wealth Private Investment Counsel June 2015 - Present
TD Wealth Private Investment Counsel January 2014 - June 2015
TD Waterhouse Private Investment Counsel December 2011 - December 2013
TD Waterhouse December 2009 - December 2011
TD Canada Trust August 2008 - December 2009
TD Bank Group August 2005 - August 2008
Skills
Banking, Investments, Mutual Funds, Financial Planning, Portfolio Management, Finance, Financial Markets, Securities, Investment Strategies, Financial Advisory, Analysis, Asset Allocation, Hedge Funds
Education
CFA Institute 2009 — 2012
CFA Charterholder
UBC 2003 — 2008
BSc, Cellular Biology and Genetics
BC Securities Commission
Licensed as an Associate Advising Representative in the Province of BC
TD Wealth Private Investment Counsel June 2015 - Present
TD Wealth Private Investment Counsel January 2014 - June 2015
TD Waterhouse Private Investment Counsel December 2011 - December 2013
TD Waterhouse December 2009 - December 2011
TD Canada Trust August 2008 - December 2009
TD Bank Group August 2005 - August 2008
Skills
Banking, Investments, Mutual Funds, Financial Planning, Portfolio Management, Finance, Financial Markets, Securities, Investment Strategies, Financial Advisory, Analysis, Asset Allocation, Hedge Funds
Education
CFA Institute 2009 — 2012
CFA Charterholder
UBC 2003 — 2008
BSc, Cellular Biology and Genetics
BC Securities Commission
Licensed as an Associate Advising Representative in the Province of BC
Olya Moskalenko's TD Waterhouse Experience September 2005 - December 2007
Job Senior Writer, Business Development at Rubenstein Public Relations
Industry Public Relations and Communications
Experience
Rubenstein Public Relations July 2015 - Present
WindowsWear May 2014 - July 2015
SIMPLENIGHT May 2014 - March 2015
V Star Multimedia Virgin Megastore MENA July 2011 - May 2014
Sharmila Dance Company January 2011 - May 2014
Edelman September 2009 - July 2011
Porter Novelli January 2009 - August 2009
TD Waterhouse September 2005 - December 2007
Magen Boys Entertainment September 2000 - August 2006
Skills
Proposal Writing, International Business..., Social Media..., Press Releases, Media Relations, Public Relations, Social Media Marketing, Online Marketing, Social Media, Marketing, Crisis Communications, Newsletters, Event Management, Events Coordination, Business Development, Publicity, Internal Communications, Blogging, Facebook, Marketing Strategy, New Business Development, Strategic Public..., Engaging Public Speaker, Writing, Managing Media Relations, Digital Media, Marketing Communications, Branded Content..., Public Speaking, Communication Skills, Presentation Development, Hosting Events, Interviewing Skills, Interview Skills..., Long-term Customer..., CRM, Market Research, Management, Communication, Sales Presentation..., TV Presenter, Team Synergy, CSRs, Entertainment, Creative Writing, Sales, Digital Marketing, Sponsorship, Global Business..., Start-ups
Education
University of Guelph 2004 — 2008
Bachelor of Arts (B.A.)
Thornlea Secondary School
Rubenstein Public Relations July 2015 - Present
WindowsWear May 2014 - July 2015
SIMPLENIGHT May 2014 - March 2015
V Star Multimedia Virgin Megastore MENA July 2011 - May 2014
Sharmila Dance Company January 2011 - May 2014
Edelman September 2009 - July 2011
Porter Novelli January 2009 - August 2009
TD Waterhouse September 2005 - December 2007
Magen Boys Entertainment September 2000 - August 2006
Skills
Proposal Writing, International Business..., Social Media..., Press Releases, Media Relations, Public Relations, Social Media Marketing, Online Marketing, Social Media, Marketing, Crisis Communications, Newsletters, Event Management, Events Coordination, Business Development, Publicity, Internal Communications, Blogging, Facebook, Marketing Strategy, New Business Development, Strategic Public..., Engaging Public Speaker, Writing, Managing Media Relations, Digital Media, Marketing Communications, Branded Content..., Public Speaking, Communication Skills, Presentation Development, Hosting Events, Interviewing Skills, Interview Skills..., Long-term Customer..., CRM, Market Research, Management, Communication, Sales Presentation..., TV Presenter, Team Synergy, CSRs, Entertainment, Creative Writing, Sales, Digital Marketing, Sponsorship, Global Business..., Start-ups
Education
University of Guelph 2004 — 2008
Bachelor of Arts (B.A.)
Thornlea Secondary School
Gin Chuang Gin Chuang's TD Waterhouse Experience September 1999 - August 2002
Job Ph.D. Scientist and Consultant
Industry Biotechnology
Experience
Roche September 2014 - May 2015
LSU Health Sciences Center January 2012 - March 2014
The University of Alabama at Birmingham June 2010 - December 2011
The University of Alabama at Birmingham August 2004 - May 2010
TD Waterhouse September 1999 - August 2002
California Skin Research Institute October 1997 - September 1999
Skills
Toxicology, Pharmacology, Cardiology, Western Blotting, Cell Culture, Cell Biology, Molecular Biology, Immunohistochemistry, Animal Models, Biochemistry, PCR, Flow Cytometry, Immunofluorescence, Cell, qPCR, RT-PCR, Microscopy, In Vitro, Protein Expression, ELISA, In Vivo, Statistics, Data Analysis, Tissue Culture, Scientific Writing, Assay Development
Education
University of Alabama at Birmingham 2004 — 2010
Ph.D., Molecular and Cellular Pathology
University of California, San Diego 2002 — 2004
B.S., Microbiology
Roche September 2014 - May 2015
LSU Health Sciences Center January 2012 - March 2014
The University of Alabama at Birmingham June 2010 - December 2011
The University of Alabama at Birmingham August 2004 - May 2010
TD Waterhouse September 1999 - August 2002
California Skin Research Institute October 1997 - September 1999
Skills
Toxicology, Pharmacology, Cardiology, Western Blotting, Cell Culture, Cell Biology, Molecular Biology, Immunohistochemistry, Animal Models, Biochemistry, PCR, Flow Cytometry, Immunofluorescence, Cell, qPCR, RT-PCR, Microscopy, In Vitro, Protein Expression, ELISA, In Vivo, Statistics, Data Analysis, Tissue Culture, Scientific Writing, Assay Development
Education
University of Alabama at Birmingham 2004 — 2010
Ph.D., Molecular and Cellular Pathology
University of California, San Diego 2002 — 2004
B.S., Microbiology
Emad Al Haque's TD Waterhouse Experience 2014 - Present
Job Licensed Trader Equity/Mutual Funds/Fixed Income/Options at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse 2014 - Present
RBC 2011 - 2014
Small Business 2009 - 2012
Skills
Finance, Investment Banking, Banking, Trading, Credit, Portfolio Management, Customer Service, Equity Trading, Mutual Funds, Equity Derivatives, Economics, Investments, Business Strategy, Negotiation, Management, Team Leadership, CRM, Entrepreneurship, Credit Cards, Fixed Income
Education
University of Guelph, B.COMM 2007 — 2011
BCOMM: Management of Economics, Finance & Industry
TD Waterhouse 2014 - Present
RBC 2011 - 2014
Small Business 2009 - 2012
Skills
Finance, Investment Banking, Banking, Trading, Credit, Portfolio Management, Customer Service, Equity Trading, Mutual Funds, Equity Derivatives, Economics, Investments, Business Strategy, Negotiation, Management, Team Leadership, CRM, Entrepreneurship, Credit Cards, Fixed Income
Education
University of Guelph, B.COMM 2007 — 2011
BCOMM: Management of Economics, Finance & Industry
Mark Carrozza Mark Carrozza's TD Waterhouse Experience May 1999 - May 2000
Job Regional Vice President
Industry Financial Services
Experience
Transamerica March 2010 - Present
MassMutual August 2007 - September 2009
Jackson National Life September 2004 - August 2007
Jackson National Life July 2003 - August 2004
Jackson National Life August 2002 - July 2003
Grand Prix Funds May 2000 - June 2002
TD Waterhouse May 1999 - May 2000
Holt Investment Advisors September 1998 - May 1999
Dunavant Enterprises, Inc. September 1990 - August 1998
BDP International Inc. August 1989 - August 1990
Skills
Series 7, Series 63, FINRA, Variable Annuities, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Financial Services, Leadership, Sales, Management, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Transamerica March 2010 - Present
MassMutual August 2007 - September 2009
Jackson National Life September 2004 - August 2007
Jackson National Life July 2003 - August 2004
Jackson National Life August 2002 - July 2003
Grand Prix Funds May 2000 - June 2002
TD Waterhouse May 1999 - May 2000
Holt Investment Advisors September 1998 - May 1999
Dunavant Enterprises, Inc. September 1990 - August 1998
BDP International Inc. August 1989 - August 1990
Skills
Series 7, Series 63, FINRA, Variable Annuities, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Financial Services, Leadership, Sales, Management, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Eric Bodenstab's TD Waterhouse Experience October 2000 - August 2002
Job Resident Representative at Walker Parking Consultants
Industry Civil Engineering
Experience
Walker Parking Consultants June 2015 - Present
Walker Parking Consultants May 2014 - Present
Denver Juvenile Probation December 2009 - June 2014
Aurora Public Schools October 2010 - May 2014
Denver Juvenile Probation February 2011 - June 2012
Best Western Boulder Inn September 2005 - August 2010
TD Waterhouse October 2000 - August 2002
Skills
Bridge Engineering, Parking Garage Design, Post Tensioned Concrete, Masonry, AutoCAD, Civil Engineering, Teaching, Environmental..., Structural Analysis, Microsoft Office, Surveying, Microsoft Excel, Concrete Materials, Spanish, Education, Structural Dynamics, Hydrology, Mathematics, Mathematics Education, Architecture, Architectural Drawings, Architectural History, Stock Market, Static Analysis, Youth Mentoring, Tutoring, Water Polo, Triathlon, Golf, Concrete, Steel Design, Steel Structures, Matrix Structural..., Trail Running, Load Takedowns
Education
University of Colorado at Denver 2012 — 2014
Structural Engineering, 3.5
University of Colorado at Denver 2010 — 2012
Bachelor of Science (BS), Civil Engineering, 3.3
Williams College 1997 — 2000
B.A., Architecture
Walker Parking Consultants June 2015 - Present
Walker Parking Consultants May 2014 - Present
Denver Juvenile Probation December 2009 - June 2014
Aurora Public Schools October 2010 - May 2014
Denver Juvenile Probation February 2011 - June 2012
Best Western Boulder Inn September 2005 - August 2010
TD Waterhouse October 2000 - August 2002
Skills
Bridge Engineering, Parking Garage Design, Post Tensioned Concrete, Masonry, AutoCAD, Civil Engineering, Teaching, Environmental..., Structural Analysis, Microsoft Office, Surveying, Microsoft Excel, Concrete Materials, Spanish, Education, Structural Dynamics, Hydrology, Mathematics, Mathematics Education, Architecture, Architectural Drawings, Architectural History, Stock Market, Static Analysis, Youth Mentoring, Tutoring, Water Polo, Triathlon, Golf, Concrete, Steel Design, Steel Structures, Matrix Structural..., Trail Running, Load Takedowns
Education
University of Colorado at Denver 2012 — 2014
Structural Engineering, 3.5
University of Colorado at Denver 2010 — 2012
Bachelor of Science (BS), Civil Engineering, 3.3
Williams College 1997 — 2000
B.A., Architecture
Toby Schneeloch Toby Schneeloch's TD Waterhouse Experience June 2000 - January 2005
Job AppleCare Area Manager at Apple Inc
Industry Information Technology and Services
Experience
Apple May 2013 - Present
ARS National Services December 2005 - May 2013
Capital One Auto Finance January 2005 - November 2005
TD Waterhouse June 2000 - January 2005
Skills
Loss Mitigation, Credit, Call Center, Credit Cards, Vendor Management, Customer Service, Problem Solving, Project Management, Collections, Finance, Brokerage, Business Development, Call Centers, Analysis, Banking, Customer Experience, Financial Services, Loans
Education
University of California, Irvine 1996 — 2000
Apple May 2013 - Present
ARS National Services December 2005 - May 2013
Capital One Auto Finance January 2005 - November 2005
TD Waterhouse June 2000 - January 2005
Skills
Loss Mitigation, Credit, Call Center, Credit Cards, Vendor Management, Customer Service, Problem Solving, Project Management, Collections, Finance, Brokerage, Business Development, Call Centers, Analysis, Banking, Customer Experience, Financial Services, Loans
Education
University of California, Irvine 1996 — 2000
Ralph Maxwell Ralph Maxwell's TD Waterhouse Experience 1998 - 2000
Job President at AssetWatch LLC
Industry Consumer Services
Experience
Rural Metro Ambulance PresidentAssetWatch LLC2006 - Present
Emory Healthcare 2011 - 2013
TD Waterhouse 1998 - 2000
Skills
Investment Advisory, Public Speaking, Financial Planners, Equities, Retirement Planning, Customer Service, Strategic Planning, Project Management, Leadership, Business Strategy, Coaching, Team Building, Microsoft Office, Process Improvement, Sales Management, Change Management, Forecasting, Analysis, Marketing Strategy
Education
University of Arkansas at Fayetteville
Bachelor of Science (BS), Chemical Engineering
Rural Metro Ambulance PresidentAssetWatch LLC2006 - Present
Emory Healthcare 2011 - 2013
TD Waterhouse 1998 - 2000
Skills
Investment Advisory, Public Speaking, Financial Planners, Equities, Retirement Planning, Customer Service, Strategic Planning, Project Management, Leadership, Business Strategy, Coaching, Team Building, Microsoft Office, Process Improvement, Sales Management, Change Management, Forecasting, Analysis, Marketing Strategy
Education
University of Arkansas at Fayetteville
Bachelor of Science (BS), Chemical Engineering
Paul Fornataro's TD Waterhouse Experience 1999 - 2005
Job Private Client Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
TDECU June 2013 - December 2013
Charles Schwab 2005 - 2013
TD Waterhouse 1999 - 2005
Skills
Securities, Mutual Funds, Fixed Income, Wealth Management, Strategic Financial..., Series 7, 9, 10, 63, 66, (AAMS) Accredited Asset..., (CRPS) Chartered..., (CRPC) Chartered..., Compliance, Retirement Planning, 401k, Equities, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Investment Strategies, Risk Management
Education
University of Houston
Bachelor of Science, Business & Commerce, Major in Finance
TD Ameritrade December 2013 - Present
TDECU June 2013 - December 2013
Charles Schwab 2005 - 2013
TD Waterhouse 1999 - 2005
Skills
Securities, Mutual Funds, Fixed Income, Wealth Management, Strategic Financial..., Series 7, 9, 10, 63, 66, (AAMS) Accredited Asset..., (CRPS) Chartered..., (CRPC) Chartered..., Compliance, Retirement Planning, 401k, Equities, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Investment Strategies, Risk Management
Education
University of Houston
Bachelor of Science, Business & Commerce, Major in Finance
Angie Franchina Angie Franchina's TD Waterhouse Experience 2008 - Present
Job Investment Advisor, Franchina Wealth Management, TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse 2008 - Present
BMO Nesbitt Burns 1999 - 2008
Skills
Wealth Management, Investments, Retirement Planning, Investment Strategies, Strategic Financial..., Investment Advisory, Asset Allocation, Fixed Income, Asset Managment, Estate Planning, Retirement, High Net Worth..., Life Insurance, Financial Advisory, Investment Management, Mutual Funds, Financial Planning, Asset Management
Education
Université Laval 1978 — 1980
BA, Linguistics
TD Waterhouse 2008 - Present
BMO Nesbitt Burns 1999 - 2008
Skills
Wealth Management, Investments, Retirement Planning, Investment Strategies, Strategic Financial..., Investment Advisory, Asset Allocation, Fixed Income, Asset Managment, Estate Planning, Retirement, High Net Worth..., Life Insurance, Financial Advisory, Investment Management, Mutual Funds, Financial Planning, Asset Management
Education
Université Laval 1978 — 1980
BA, Linguistics
Brent Peters Brent Peters's TD Waterhouse Experience 1999 - 2003
Job Managing Director Investment Banking at CoreWest Capital Inc.
Industry Investment Banking
Experience
Colonial Energy Captial March 2012 - Present
CoreWest Capital Inc August 2011 - Present
Viva Lending Group January 2008 - October 2011
Rubix Capital Partners Limited 2008 - 2010
TD Bank Financial Group 2004 - 2008
TD Bank Financial Group 2003 - 2004
TD Waterhouse 1999 - 2003
TD Bank Financing Group 1997 - 1999
CIBC December 1995 - September 1997
Skills
Portfolio Management, Investments, Underwriting, Financial Analysis, Financial Statements, Real Estate, Investment Properties, Investment Banking, Mortgage Lending, Private Equity, Finance, Loans, Mutual Funds, Real Estate Financing, Real Estate Economics, Investor Relations, Strategic Financial..., Credit Analysis, Refinance, Financial Advisory, Investment Management, Residential Mortgages, Wealth Management, Trading, Commercial Real Estate, Financial Services, Capital Markets, Securities, Asset Management, Valuation, Corporate Finance, Business Development, Funding, Mergers & Acquisitions, Capital, Due Diligence, Credit, Alternative Investments, Restructuring, Leadership, Financial Modeling, Investment Strategies, Equities, IPO, Business Valuation, Venture Capital, Acquisitions, Financial Planning
Education
Chartered Financial Analyst Institute
The University of Winnipeg
BA, Economics, Minor in Mathematics - with Honors
Colonial Energy Captial March 2012 - Present
CoreWest Capital Inc August 2011 - Present
Viva Lending Group January 2008 - October 2011
Rubix Capital Partners Limited 2008 - 2010
TD Bank Financial Group 2004 - 2008
TD Bank Financial Group 2003 - 2004
TD Waterhouse 1999 - 2003
TD Bank Financing Group 1997 - 1999
CIBC December 1995 - September 1997
Skills
Portfolio Management, Investments, Underwriting, Financial Analysis, Financial Statements, Real Estate, Investment Properties, Investment Banking, Mortgage Lending, Private Equity, Finance, Loans, Mutual Funds, Real Estate Financing, Real Estate Economics, Investor Relations, Strategic Financial..., Credit Analysis, Refinance, Financial Advisory, Investment Management, Residential Mortgages, Wealth Management, Trading, Commercial Real Estate, Financial Services, Capital Markets, Securities, Asset Management, Valuation, Corporate Finance, Business Development, Funding, Mergers & Acquisitions, Capital, Due Diligence, Credit, Alternative Investments, Restructuring, Leadership, Financial Modeling, Investment Strategies, Equities, IPO, Business Valuation, Venture Capital, Acquisitions, Financial Planning
Education
Chartered Financial Analyst Institute
The University of Winnipeg
BA, Economics, Minor in Mathematics - with Honors
Honey Mae Kenworthy Honey Mae Kenworthy's TD Waterhouse Experience 1997 - 2000
Job PR Specialist / Copywriter at Affinity Development Group for Costco Auto Program and Full90 Sports, Inc.
Industry Automotive
Experience
Affinity Development Group for Costco Auto Program and Full90 Sports, Inc. July 2011 - Present
Sony Electronics January 2011 - July 2011
Sony Electronics October 2008 - April 2011
Sony Electronics Inc. February 2007 - October 2008
Sony Electronics Inc February 2005 - February 2007
Aerotek for Sony Electronics Inc February 2004 - February 2005
Aerotek for Sony Electronics Inc August 2002 - September 2003
TD Waterhouse 1997 - 2000
Skills
Public Relations, Marketing Communications, Social Media, Internal Communications, Journalism, Digital Marketing, Editing, Event Management, Marketing Strategy, Event Planning, Integrated Marketing, Corporate Communications, Crisis Communications, Media Relations, Email Marketing, Online Advertising, Social Media Marketing, Press Releases, Advertising, Social Networking, Copywriting, Strategic Communications, SEO, Newsletters, Management, Strategic Planning, Marketing, Direct Marketing, Product Marketing, Project Management, Blogging, B2B, Leadership, Online Marketing, Brand Development, Publicity, Strategic Partnerships, New Media, Trade Shows, Market Research, Messaging, Marketing Management, Facebook, Competitive Analysis, Product Launch, Brand Management, Content Development, Content Management, Content Strategy, Television
Education
University of California, San Diego 1998 — 2001
Bachelor of Arts (B.A.), Sociology
Morse
High school degree
Affinity Development Group for Costco Auto Program and Full90 Sports, Inc. July 2011 - Present
Sony Electronics January 2011 - July 2011
Sony Electronics October 2008 - April 2011
Sony Electronics Inc. February 2007 - October 2008
Sony Electronics Inc February 2005 - February 2007
Aerotek for Sony Electronics Inc February 2004 - February 2005
Aerotek for Sony Electronics Inc August 2002 - September 2003
TD Waterhouse 1997 - 2000
Skills
Public Relations, Marketing Communications, Social Media, Internal Communications, Journalism, Digital Marketing, Editing, Event Management, Marketing Strategy, Event Planning, Integrated Marketing, Corporate Communications, Crisis Communications, Media Relations, Email Marketing, Online Advertising, Social Media Marketing, Press Releases, Advertising, Social Networking, Copywriting, Strategic Communications, SEO, Newsletters, Management, Strategic Planning, Marketing, Direct Marketing, Product Marketing, Project Management, Blogging, B2B, Leadership, Online Marketing, Brand Development, Publicity, Strategic Partnerships, New Media, Trade Shows, Market Research, Messaging, Marketing Management, Facebook, Competitive Analysis, Product Launch, Brand Management, Content Development, Content Management, Content Strategy, Television
Education
University of California, San Diego 1998 — 2001
Bachelor of Arts (B.A.), Sociology
Morse
High school degree
Christian Boutin Christian Boutin's TD Waterhouse Experience 1999 - 1999
Job Business Consultant
Industry Telecommunications
Experience
Independent Contractor 2013 - Present
Shaw Communications 2013 - 2013
Shaw Communications 2007 - 2013
Shaw Communications 2001 - 2007
Nortel Networks 2000 - 2000
TD Waterhouse 1999 - 1999
Skills
Employee Engagement, Telecommunications, Team Leadership, Coaching, Customer Satisfaction, Customer Experience, Performance Management, Process Improvement, Customer Service, Change Management, Call Centers, Leadership, Team Building, Recruiting, Training, Analysis, Sales, Customer Retention, Program Management, Management, Strategic Planning, Integration, Sales Management, Project Management, Business Analysis, Team Management, Vendor Management
Education
Université de Montréal 1997 — 1998
Computer programming
Université de Montréal 1994 — 1997
Bachelor, Cultural research and Social Intervention
Université de Montréal 1993 — 1994
Certificate, Gerontology
Independent Contractor 2013 - Present
Shaw Communications 2013 - 2013
Shaw Communications 2007 - 2013
Shaw Communications 2001 - 2007
Nortel Networks 2000 - 2000
TD Waterhouse 1999 - 1999
Skills
Employee Engagement, Telecommunications, Team Leadership, Coaching, Customer Satisfaction, Customer Experience, Performance Management, Process Improvement, Customer Service, Change Management, Call Centers, Leadership, Team Building, Recruiting, Training, Analysis, Sales, Customer Retention, Program Management, Management, Strategic Planning, Integration, Sales Management, Project Management, Business Analysis, Team Management, Vendor Management
Education
Université de Montréal 1997 — 1998
Computer programming
Université de Montréal 1994 — 1997
Bachelor, Cultural research and Social Intervention
Université de Montréal 1993 — 1994
Certificate, Gerontology
Shelley Olschefski Shelley Olschefski's TD Waterhouse Experience January 2006 - September 2007
Job Director at Fidelity Investments
Industry Financial Services
Experience
TD Ameritrade November 2010 - December 2011
TD Ameritrade September 2007 - November 2010
TD Waterhouse January 2006 - September 2007
TD Waterhouse March 2005 - January 2006
TD Ameritrade 1999 - 2002
Skills
Series 7, Series 66, Series 24, Series 63, Series 4, Finance, Uniform Combined State..., Mutual Funds, FINRA, Investments, Leadership, Fixed Income, Financial Services, Program Management, Wealth Management, CRM, Training, Trading, Risk Management, Retirement, Management, Sales Process, Securities, Asset Allocation, Mergers, Portfolio Management, Options, Investment Advisory, Financial Advisory, Equities
Education
The Ohio State University
Accounting and Finance
TD Ameritrade November 2010 - December 2011
TD Ameritrade September 2007 - November 2010
TD Waterhouse January 2006 - September 2007
TD Waterhouse March 2005 - January 2006
TD Ameritrade 1999 - 2002
Skills
Series 7, Series 66, Series 24, Series 63, Series 4, Finance, Uniform Combined State..., Mutual Funds, FINRA, Investments, Leadership, Fixed Income, Financial Services, Program Management, Wealth Management, CRM, Training, Trading, Risk Management, Retirement, Management, Sales Process, Securities, Asset Allocation, Mergers, Portfolio Management, Options, Investment Advisory, Financial Advisory, Equities
Education
The Ohio State University
Accounting and Finance
Silvana Mora Silvana Mora's TD Waterhouse Experience May 2009 - June 2009
Job En poste dans secteur Administration publique
Industry Government Administration
Experience
TD Waterhouse May 2009 - June 2009
Education
2004 — 2006
MBA, Administration
TD Waterhouse May 2009 - June 2009
Education
2004 — 2006
MBA, Administration
Fiona Ping Lam Fiona Ping Lam's TD Waterhouse Experience May 2004 - April 2005
Job Financial Services Rep
Industry Financial Services
Experience
Lionbridge 2011 - May 2015
TD Bank 2010 - 2010
Genesis Securities/SogoTrade 2008 - 2009
Etrade Financial September 2006 - August 2007
TD Waterhouse May 2004 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Equities, Financial Services, Investments, Options, Retirement Planning, Asset Allocation, Bloomberg, Fixed Income, Trading, Wealth Management, Finance
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Lionbridge 2011 - May 2015
TD Bank 2010 - 2010
Genesis Securities/SogoTrade 2008 - 2009
Etrade Financial September 2006 - August 2007
TD Waterhouse May 2004 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Equities, Financial Services, Investments, Options, Retirement Planning, Asset Allocation, Bloomberg, Fixed Income, Trading, Wealth Management, Finance
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Jason Lobe Jason Lobe's TD Waterhouse Experience December 2011 — Present
Job Investment Advisor at TD Wealth
Industry Financial Services
Experience
TD Waterhouse December 2011 — Present
CIBC Wood Gundy October 2003 — December 2011
Skills
Wealth Management, Investment Advisory, Mutual Funds, ETFs, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Wealth, Portfolio Management, Equities, Alternative Investments, Retirement, Securities, Investment Strategies, Asset Managment, Fixed Income, Estate Planning, Segregated Funds, RRSP, Investment Management, Wealth Management..., High Net Worth..., Asset Management, Pensions, Financial Advisory, Bonds, Income Protection, Personal Financial..., Options, Hedge Funds, Financial Services, Financial Planners, Structured Products, Financial Markets, Capital Markets, Trading, Options Strategies, Equity Trading, Bloomberg, Derivatives, Equity Research, Equity Valuation, Relationship Management, Private Equity, Risk Management, Financial Analysis, Finance, Management, Financial Planning
Education
The University of Lethbridge 1994 — 1999
Bachelor of Commerce (B.Com.), Economics, Finance, Management
TD Waterhouse December 2011 — Present
CIBC Wood Gundy October 2003 — December 2011
Skills
Wealth Management, Investment Advisory, Mutual Funds, ETFs, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Wealth, Portfolio Management, Equities, Alternative Investments, Retirement, Securities, Investment Strategies, Asset Managment, Fixed Income, Estate Planning, Segregated Funds, RRSP, Investment Management, Wealth Management..., High Net Worth..., Asset Management, Pensions, Financial Advisory, Bonds, Income Protection, Personal Financial..., Options, Hedge Funds, Financial Services, Financial Planners, Structured Products, Financial Markets, Capital Markets, Trading, Options Strategies, Equity Trading, Bloomberg, Derivatives, Equity Research, Equity Valuation, Relationship Management, Private Equity, Risk Management, Financial Analysis, Finance, Management, Financial Planning
Education
The University of Lethbridge 1994 — 1999
Bachelor of Commerce (B.Com.), Economics, Finance, Management
Courtney Baerg's TD Waterhouse Experience May 2012 - July 2013
Job Coaching and Communications Coordinator at Skate Canada British Columbia/ Yukon Section
Industry Public Relations and Communications
Experience
Skate Canada- British Columbia/ Yukon Section August 2014 - Present
Richmond Parks and Recreation June 2012 - August 2014
Ministry of Education of Spain September 2013 - June 2014
TD Waterhouse May 2012 - July 2013
Skills
Teamwork, Communication, Administrative..., Customer Service, Social Networking, Organization &..., Microsoft Office, Public Speaking, Social Media, Time Management
Education
University of Victoria 2009 — 2013
Bachelor of Arts (B.A.), Hispanic and Latin American Languages, Literatures, Business, General
Universidad Veracruzana 2010 — 2011
Hispanic Studies
Skate Canada- British Columbia/ Yukon Section August 2014 - Present
Richmond Parks and Recreation June 2012 - August 2014
Ministry of Education of Spain September 2013 - June 2014
TD Waterhouse May 2012 - July 2013
Skills
Teamwork, Communication, Administrative..., Customer Service, Social Networking, Organization &..., Microsoft Office, Public Speaking, Social Media, Time Management
Education
University of Victoria 2009 — 2013
Bachelor of Arts (B.A.), Hispanic and Latin American Languages, Literatures, Business, General
Universidad Veracruzana 2010 — 2011
Hispanic Studies
John Eaton, CFP®, CRPS®'s TD Waterhouse Experience 1996 - 2002
Job Senior Financial Planner at Cypress Wealth Advisors
Industry Financial Services
Experience
Cypress Wealth Advisors January 2006 - Present
L.J. Altfest & Co March 2002 - April 2005
TD Waterhouse 1996 - 2002
Skills
Financial Planning, Finance, Investments, Portfolio Management, Wealth Management
Education
The University of Texas at Austin 1989 — 1994
B.A., Economics
Cypress Wealth Advisors January 2006 - Present
L.J. Altfest & Co March 2002 - April 2005
TD Waterhouse 1996 - 2002
Skills
Financial Planning, Finance, Investments, Portfolio Management, Wealth Management
Education
The University of Texas at Austin 1989 — 1994
B.A., Economics
Mike Cascella's TD Waterhouse Experience July 2003 - February 2006
Job Vice President, Manager at Citibank N.A.
Industry Financial Services
Experience
Citibank N.A. April 2012 - January 2015
Pershing LLC October 2006 - April 2012
Synchronoss Technologies Inc February 2006 - September 2006
TD Waterhouse July 2003 - February 2006
Merrill Lynch February 2003 - July 2003
Datek Online Financial Services LLC May 2000 - October 2002
Skills
Management, Project Management, Employee Training, Financial Services, Coaching, Training & Development, Finance, Instructional Design
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2000
BS, Business Administration
St Joseph High School - Metuchen NJ 1991 — 1995
Citibank N.A. April 2012 - January 2015
Pershing LLC October 2006 - April 2012
Synchronoss Technologies Inc February 2006 - September 2006
TD Waterhouse July 2003 - February 2006
Merrill Lynch February 2003 - July 2003
Datek Online Financial Services LLC May 2000 - October 2002
Skills
Management, Project Management, Employee Training, Financial Services, Coaching, Training & Development, Finance, Instructional Design
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2000
BS, Business Administration
St Joseph High School - Metuchen NJ 1991 — 1995
Kyle Yasuhara's TD Waterhouse Experience 1996 - 2005
Job .
Industry Management Consulting
Experience
Global Wealth Trade October 2008 - August 2012
TD Waterhouse 1996 - 2005
Skills
Team Building, Team Leadership, Coaching, Business Strategy, Management, Strategic Planning, Marketing, Public Speaking
Education
University of California, San Diego 1986 — 1991
BA, Quantitative Economics and Decision Sciences
Global Wealth Trade October 2008 - August 2012
TD Waterhouse 1996 - 2005
Skills
Team Building, Team Leadership, Coaching, Business Strategy, Management, Strategic Planning, Marketing, Public Speaking
Education
University of California, San Diego 1986 — 1991
BA, Quantitative Economics and Decision Sciences
William Hinch's TD Waterhouse Experience November 1999 - April 2004
Job Manager, GRC at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial September 2008 - Present
UnionBanc Investment Services November 2005 - September 2008
Union Bank of California April 2004 - September 2005
TD Waterhouse November 1999 - April 2004
Skills
Series 7, Cross Selling, Series 24, Financial Services, Relationship Management, Credit, Loans, Credit Risk, Commercial Lending, Credit Analysis, Series 53, Series 66
Education
University of California, San Diego 1995 — 1999
LPL Financial January 2014 - Present
LPL Financial September 2008 - Present
UnionBanc Investment Services November 2005 - September 2008
Union Bank of California April 2004 - September 2005
TD Waterhouse November 1999 - April 2004
Skills
Series 7, Cross Selling, Series 24, Financial Services, Relationship Management, Credit, Loans, Credit Risk, Commercial Lending, Credit Analysis, Series 53, Series 66
Education
University of California, San Diego 1995 — 1999
Jason Daubert's TD Waterhouse Experience 1999 - 2001
Job Data Center Automation at ComplianceMetrix
Industry Information Technology and Services
Experience
ComplianceMetrix December 2011 - Present
Goodrich April 2009 - December 2011
Document Technologies August 2006 - April 2009
Gordon & Rees 2005 - 2006
TD Waterhouse 1999 - 2001
Jack White & Company 1997 - 1999
Skills
Troubleshooting, Litigation Support, Data Management, Data Center, Disaster Recovery, Virtualization, Project Management, SQL, Databases, Amazon Web Services...
Education
University of California, San Diego 2004 — 2006
BA, Economics
ComplianceMetrix December 2011 - Present
Goodrich April 2009 - December 2011
Document Technologies August 2006 - April 2009
Gordon & Rees 2005 - 2006
TD Waterhouse 1999 - 2001
Jack White & Company 1997 - 1999
Skills
Troubleshooting, Litigation Support, Data Management, Data Center, Disaster Recovery, Virtualization, Project Management, SQL, Databases, Amazon Web Services...
Education
University of California, San Diego 2004 — 2006
BA, Economics
Marcus Fowler, CSM®'s TD Waterhouse Experience December 1998 - November 2004
Job Senior Quality Assurance Engineer at DivX
Industry Financial Services
Experience
DivX, LLC April 2013 - Present
DR Systems 2011 - 2013
CoreLogic 2008 - 2011
Accredited Home Lenders 2004 - 2007
TD Waterhouse December 1998 - November 2004
Skills
Quality Assurance, Agile Methodologies, Software Quality..., Requirements Analysis, Software Documentation, Scrum, SDLC, Software Development, Integration, Process Improvement, SQL, JIRA, XML, SharePoint, Business Analysis, Microsoft SQL Server, Visio, Docker, Version One, Seapine Test Track Pro, C++, Git, Tortoise SVN, Team Leadership, High Performance Teams, Offshore Management
Education
University of California, Riverside
DivX, LLC April 2013 - Present
DR Systems 2011 - 2013
CoreLogic 2008 - 2011
Accredited Home Lenders 2004 - 2007
TD Waterhouse December 1998 - November 2004
Skills
Quality Assurance, Agile Methodologies, Software Quality..., Requirements Analysis, Software Documentation, Scrum, SDLC, Software Development, Integration, Process Improvement, SQL, JIRA, XML, SharePoint, Business Analysis, Microsoft SQL Server, Visio, Docker, Version One, Seapine Test Track Pro, C++, Git, Tortoise SVN, Team Leadership, High Performance Teams, Offshore Management
Education
University of California, Riverside
Andrew Zeleney's TD Waterhouse Experience 1996 - 1999
Job Manufacturing Finance Controller at Warrior Sports
Industry Financial Services
Experience
Warrior Sports January 2013 - Present
University of Detroit Mercy May 2011 - Present
Plante Moran October 2011 - January 2013
MRM Worldwide 2011 - 2011
BBK February 2007 - October 2009
Ford Motor Company August 2006 - February 2007
Ford Motor Company January 2005 - August 2006
Merrill Lynch December 2002 - May 2004
Merrill Lynch October 1999 - December 2002
TD Waterhouse 1996 - 1999
Skills
Forecasting, Cross-functional Team..., Negotiation, Data Mining, Financial Analysis, Budgets, Mergers
Education
University of Detroit Mercy 2003 — 2007
M.B.A., Business Turnaround Management
University of Windsor 1993 — 1995
Bachelor of Commerce, Finance
Western University 1989 — 1993
Bachelor of Arts, English Language & Literature
Warrior Sports January 2013 - Present
University of Detroit Mercy May 2011 - Present
Plante Moran October 2011 - January 2013
MRM Worldwide 2011 - 2011
BBK February 2007 - October 2009
Ford Motor Company August 2006 - February 2007
Ford Motor Company January 2005 - August 2006
Merrill Lynch December 2002 - May 2004
Merrill Lynch October 1999 - December 2002
TD Waterhouse 1996 - 1999
Skills
Forecasting, Cross-functional Team..., Negotiation, Data Mining, Financial Analysis, Budgets, Mergers
Education
University of Detroit Mercy 2003 — 2007
M.B.A., Business Turnaround Management
University of Windsor 1993 — 1995
Bachelor of Commerce, Finance
Western University 1989 — 1993
Bachelor of Arts, English Language & Literature
Julie Mays's TD Waterhouse Experience September 2002 - January 2005
Job Marketing Consultant
Industry Marketing and Advertising
Experience
UrbanSitter August 2012 - June 2013
TD Waterhouse September 2002 - January 2005
Pin USA 2001 - 2002
Charles Schwab & Co, Inc. 1999 - 2001
Charles Schwab 1996 - 1999
Skills
Marketing Strategy, Campaign Management, Project Management, Analytics, Market Analysis, Vendor Management, Financial Services, Social Media Marketing
Education
University of California, Santa Barbara
BA, Law and Society
UrbanSitter August 2012 - June 2013
TD Waterhouse September 2002 - January 2005
Pin USA 2001 - 2002
Charles Schwab & Co, Inc. 1999 - 2001
Charles Schwab 1996 - 1999
Skills
Marketing Strategy, Campaign Management, Project Management, Analytics, Market Analysis, Vendor Management, Financial Services, Social Media Marketing
Education
University of California, Santa Barbara
BA, Law and Society
Jeffrey A. Johnson's TD Waterhouse Experience 2000 - 2006
Job Director, Enterprise Risk Management at OPSEU Pension Trust
Industry Financial Services
Experience
OPSEU Pension Trust 2014 - Present
Canada Deposit Insurance Corporation 2010 - 2013
First Solar 2009 - 2010
E*TRADE Financial 2006 - 2009
TD Waterhouse 2000 - 2006
TD Bank Financial Group 1999 - 2000
TD Canada Trust 1997 - 1999
Imperial Oil Limited 1980 - 1996
Skills
Enterprise Risk..., Risk Management, Risk, Operational Risk, Insurance, Credit Risk, Risk Mitigation, Financial Risk, Risk Assessment, Financial Modeling, Banking, Capital Markets, Financial Analysis, Finance, Management, Strategy, Operational Risk..., Leadership, Equities, Policy, Governance, Internal Controls, Credit
Education
University of Alberta 1982 — 1987
MBA
University of Waterloo 1975 — 1980
B Sc., Engineering
OPSEU Pension Trust 2014 - Present
Canada Deposit Insurance Corporation 2010 - 2013
First Solar 2009 - 2010
E*TRADE Financial 2006 - 2009
TD Waterhouse 2000 - 2006
TD Bank Financial Group 1999 - 2000
TD Canada Trust 1997 - 1999
Imperial Oil Limited 1980 - 1996
Skills
Enterprise Risk..., Risk Management, Risk, Operational Risk, Insurance, Credit Risk, Risk Mitigation, Financial Risk, Risk Assessment, Financial Modeling, Banking, Capital Markets, Financial Analysis, Finance, Management, Strategy, Operational Risk..., Leadership, Equities, Policy, Governance, Internal Controls, Credit
Education
University of Alberta 1982 — 1987
MBA
University of Waterloo 1975 — 1980
B Sc., Engineering
Erika Jean-Francois's TD Waterhouse Experience 1998 - 2004
Job Senior Regulatory Analyst at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) February 2007 - Present
TD Waterhouse 1998 - 2004
Skills
Financial Analysis, Financial Services, Legal Research, Microsoft Office, Risk Management, Securities, Series 63
Education
University at Buffalo 1992 — 1997
Financial Industry Regulatory Authority (FINRA) February 2007 - Present
TD Waterhouse 1998 - 2004
Skills
Financial Analysis, Financial Services, Legal Research, Microsoft Office, Risk Management, Securities, Series 63
Education
University at Buffalo 1992 — 1997
Mark Shih's TD Waterhouse Experience June 1996 - September 1998
Job LAMP programmer
Industry Computer Software
Experience
Robert Half Technology January 2009 - August 2014
ebay, Inc 2009 - July 2012
RivalWatch March 2008 - August 2008
ficussoft 2007 - 2008
American Academy of Ophthalmology 2006 - 2007
Factor Inc. 2004 - 2004
Clubphoto.com 2001 - 2001
Zengine 2000 - 2000
Barclays Global Investors 1999 - 2000
TD Waterhouse June 1996 - September 1998
Skills
AJAX, JavaScript, MySQL, PHP
Education
University at Buffalo 1992 — 1996
BA
Robert Half Technology January 2009 - August 2014
ebay, Inc 2009 - July 2012
RivalWatch March 2008 - August 2008
ficussoft 2007 - 2008
American Academy of Ophthalmology 2006 - 2007
Factor Inc. 2004 - 2004
Clubphoto.com 2001 - 2001
Zengine 2000 - 2000
Barclays Global Investors 1999 - 2000
TD Waterhouse June 1996 - September 1998
Skills
AJAX, JavaScript, MySQL, PHP
Education
University at Buffalo 1992 — 1996
BA
Pamela Dick's TD Waterhouse Experience 2002 - 2006
Job Director Business Developement at Turn Key Philly
Industry Marketing and Advertising
Experience
Turn Key Philly March 2015 - Present
Cordasco Financial Network January 2012 - January 2015
RBC Wealth Management April 2006 - December 2011
TD Waterhouse 2002 - 2006
TD Waterhouse 2002 - 2006
Skills
Banking, Mutual Funds, Wealth Management, Credit, Series 7, Loans, Commercial Mortgages, Series 63, Credit Risk, Prime Brokerage, Bloomberg, Portfolio Management, Back Office, Financial Services, Equities
Education
Temple University - Fox School of Business and Management
Finance and Financial Management Services
Turn Key Philly March 2015 - Present
Cordasco Financial Network January 2012 - January 2015
RBC Wealth Management April 2006 - December 2011
TD Waterhouse 2002 - 2006
TD Waterhouse 2002 - 2006
Skills
Banking, Mutual Funds, Wealth Management, Credit, Series 7, Loans, Commercial Mortgages, Series 63, Credit Risk, Prime Brokerage, Bloomberg, Portfolio Management, Back Office, Financial Services, Equities
Education
Temple University - Fox School of Business and Management
Finance and Financial Management Services
Doug Manchester's TD Waterhouse Experience 2003 - 2004
Job Managing Director at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Senior Vice PresidentTD Waterhouse Investor Services2003 - 2004
TD Waterhouse 2003 - 2004
Education
The Tuck School of Business at Dartmouth 1983 — 1985
University of Vermont 1976 — 1980
B.S., Engineering
Goldman Sachs Senior Vice PresidentTD Waterhouse Investor Services2003 - 2004
TD Waterhouse 2003 - 2004
Education
The Tuck School of Business at Dartmouth 1983 — 1985
University of Vermont 1976 — 1980
B.S., Engineering
Richard Arthur's TD Waterhouse Experience June 2004 - November 2005
Job AVP CoDA
Industry Financial Services
Experience
MUFG Americas April 2015 - Present
JPMorgan Chase June 2014 - Present
Oppenheimer & Co. December 2005 - Present
TD Waterhouse June 2004 - November 2005
Investex Securities June 2003 - May 2004
Joseph Stevens & Company January 2001 - May 2002
Citicorp Investment Services August 2000 - February 2001
Cantor Fitzgerald September 1998 - January 1999
Skills
Investment Banking, Due Diligence, Wealth Management, Series 7, Fixed Income, Series 24, Asset Management, USA PATRIOT Act, Banking, Series 63, Valuation, Capital Markets, Bonds, Financial Modeling, Risk Management, Credit, Equities, Financial Analysis, Bloomberg Terminal, AML, Private Equity, Bank Secrecy Act, Derivatives, Trading, Securities, Hedge Funds, Bloomberg, Investments, OFAC, Portfolio Management, Corporate Finance, Mutual Funds, Financial Risk, Economics, Anti Money Laundering
Education
University at Buffalo
Bachelor's degree
MUFG Americas April 2015 - Present
JPMorgan Chase June 2014 - Present
Oppenheimer & Co. December 2005 - Present
TD Waterhouse June 2004 - November 2005
Investex Securities June 2003 - May 2004
Joseph Stevens & Company January 2001 - May 2002
Citicorp Investment Services August 2000 - February 2001
Cantor Fitzgerald September 1998 - January 1999
Skills
Investment Banking, Due Diligence, Wealth Management, Series 7, Fixed Income, Series 24, Asset Management, USA PATRIOT Act, Banking, Series 63, Valuation, Capital Markets, Bonds, Financial Modeling, Risk Management, Credit, Equities, Financial Analysis, Bloomberg Terminal, AML, Private Equity, Bank Secrecy Act, Derivatives, Trading, Securities, Hedge Funds, Bloomberg, Investments, OFAC, Portfolio Management, Corporate Finance, Mutual Funds, Financial Risk, Economics, Anti Money Laundering
Education
University at Buffalo
Bachelor's degree
Damien Tsang, CFP's TD Waterhouse Experience May 2006 - July 2008
Job Senior Financial Planner at TD Waterhouse
Industry Investment Management
Experience
TD Wealth Management April 2013 - Present
TD Wealth Management July 2008 - April 2013
TD Waterhouse May 2006 - July 2008
TD Canada Trust 2004 - 2006
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Investment Strategies, Retirement, High Net Worth..., Relationship Management, Wealth Management..., Personal Financial..., Financial Services, Certified Financial..., Strategic Financial..., Estate Planning, Retail Banking, Banking, Finance, Mortgage Lending, Asset Allocation, Wealth, Investment Advisory, Financial Planners, Financial Analysis, Portfolio Management, Asset Management, Financial Advisory, Financial Planning, Securities
Education
University of Calgary 1997 — 2002
TD Wealth Management April 2013 - Present
TD Wealth Management July 2008 - April 2013
TD Waterhouse May 2006 - July 2008
TD Canada Trust 2004 - 2006
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Investment Strategies, Retirement, High Net Worth..., Relationship Management, Wealth Management..., Personal Financial..., Financial Services, Certified Financial..., Strategic Financial..., Estate Planning, Retail Banking, Banking, Finance, Mortgage Lending, Asset Allocation, Wealth, Investment Advisory, Financial Planners, Financial Analysis, Portfolio Management, Asset Management, Financial Advisory, Financial Planning, Securities
Education
University of Calgary 1997 — 2002
Oleg Kogan's TD Waterhouse Experience August 1999 - May 2004
Job Software Development Engineer at Audible.com
Industry Computer Software
Experience
Audible, Inc. April 2015 - Present
Sungard Securities & Finance November 2004 - April 2015
SunGard 2004 - April 2015
Citigroup May 2004 - November 2004
TD Waterhouse August 1999 - May 2004
Bloomberg June 1997 - August 1999
Skills
SQL, Agile Methodologies, Java, Software Engineering, Economics, C#, XML, Unix, Software Development, SDLC, JavaScript, Trading Systems, LINQ, Microsoft SQL Server, HTML, Software Project..., .NET, Scrum, OOP, UML, Databases, Design Patterns, Requirements Analysis, ASP.NET, Test Driven Development, Visual Studio, mathematics, Puzzles, Project Management, Business Analysis, Query Tuning, Object Oriented Design, Mathematical Analysis, Discrete Mathematics, math, Fortran, Silverlight, Shell Scripting, Back Office
Education
State University of New York at Albany 2003 — 2007
MS CSI + BS Math, CSI and Math
State University of New York at Albany 1993 — 1997
Master of Science (MS), Computer Science
Dnepropetrovsk State University 1999 — 2000
Applied Mathematics
Audible, Inc. April 2015 - Present
Sungard Securities & Finance November 2004 - April 2015
SunGard 2004 - April 2015
Citigroup May 2004 - November 2004
TD Waterhouse August 1999 - May 2004
Bloomberg June 1997 - August 1999
Skills
SQL, Agile Methodologies, Java, Software Engineering, Economics, C#, XML, Unix, Software Development, SDLC, JavaScript, Trading Systems, LINQ, Microsoft SQL Server, HTML, Software Project..., .NET, Scrum, OOP, UML, Databases, Design Patterns, Requirements Analysis, ASP.NET, Test Driven Development, Visual Studio, mathematics, Puzzles, Project Management, Business Analysis, Query Tuning, Object Oriented Design, Mathematical Analysis, Discrete Mathematics, math, Fortran, Silverlight, Shell Scripting, Back Office
Education
State University of New York at Albany 2003 — 2007
MS CSI + BS Math, CSI and Math
State University of New York at Albany 1993 — 1997
Master of Science (MS), Computer Science
Dnepropetrovsk State University 1999 — 2000
Applied Mathematics
Ryan Santiago's TD Waterhouse Experience January 1996 - February 1998
Job Operations
Industry Financial Services
Experience
Livevol Inc Margin/Risk AssociateNewedge USAJanuary 2001 - June 2009
AirPlay Network July 2006 - December 2008
Ebondtrade LLC January 2000 - August 2000
Banc of America Investments March 1998 - November 1999
TD Waterhouse January 1996 - February 1998
Education
University of California, Berkeley 1990 — 1995
Livevol Inc Margin/Risk AssociateNewedge USAJanuary 2001 - June 2009
AirPlay Network July 2006 - December 2008
Ebondtrade LLC January 2000 - August 2000
Banc of America Investments March 1998 - November 1999
TD Waterhouse January 1996 - February 1998
Education
University of California, Berkeley 1990 — 1995
David McClosky's TD Waterhouse Experience 2004 - 2005
Job UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management May 2006 - Present
TD Waterhouse 2004 - 2005
Skills
Series 7, Series 63, Customer Service, Wealth Management, Financial Services
Education
University of Delaware
UBS Wealth Management May 2006 - Present
TD Waterhouse 2004 - 2005
Skills
Series 7, Series 63, Customer Service, Wealth Management, Financial Services
Education
University of Delaware
Shawn Yan's TD Waterhouse Experience Investment RepresentativeTD waterhouse2005 - 2007
Job Investment Representative at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse Investment RepresentativeTD waterhouse2005 - 2007
Education
University of Alberta
TD Waterhouse Investment RepresentativeTD waterhouse2005 - 2007
Education
University of Alberta
Chris Driver's TD Waterhouse Experience 1998 - 2000
Job Owner, Decision Drivers
Industry Market Research
Experience
Decision Drivers DirectorThe Focus Room2002 - 2007
Smith Barney 2002 - 2004
TD Waterhouse 1998 - 2000
Skills
Market Research, Focus Groups, Marketing Research, Recruiting, Quantitative Research, Online Research, Customer Insight, Market Analysis, Qualitative Research, Consumer Behaviour, Brand Equity, Advertising Research, Primary Research, Ethnography, Shopper Marketing, Segmentation, Marketing Strategy, Competitive Intelligence, Analytics, Positioning, Questionnaire Design
Education
University of Delaware 1995 — 1998
Decision Drivers DirectorThe Focus Room2002 - 2007
Smith Barney 2002 - 2004
TD Waterhouse 1998 - 2000
Skills
Market Research, Focus Groups, Marketing Research, Recruiting, Quantitative Research, Online Research, Customer Insight, Market Analysis, Qualitative Research, Consumer Behaviour, Brand Equity, Advertising Research, Primary Research, Ethnography, Shopper Marketing, Segmentation, Marketing Strategy, Competitive Intelligence, Analytics, Positioning, Questionnaire Design
Education
University of Delaware 1995 — 1998
Gurmilap Chahal's TD Waterhouse Experience December 2007 - July 2009
Job Senior Program Manager at TD Insurance
Industry Financial Services
Experience
TD Insurance March 2014 - Present
Canadian Depository for Securities Limited (TMX Group/Toronto Stock Exchange) April 2012 - February 2014
TD Bank - Online Channel October 2009 - February 2012
TD Waterhouse December 2007 - July 2009
Manulife Financial September 2003 - December 2007
Skills
Process Improvement, Project Management, Program Management, Project Portfolio..., PMP, PMO, Business Process, Capital Markets, Internet Banking, Securities, Business Intelligence, Compliance, ITIL, Wealth Management, Six Sigma, Management, Strategic Planning, SDLC, Performance Management, Vendor Management, Infrastructure, Risk Management, Security, Business Process..., Requirements Analysis, Business Analysis, Process Redesign, Visio, Change Management, Financial Services, Requirements Gathering, Resource Management, Software Development, Project Delivery, Governance, Portfolio Management, Business Requirements, Data Warehousing, Stakeholder Management, Software Project..., IT Strategy, User Acceptance Testing, Business Process..., MS Project, Business Transformation, IT Management, Agile Project Management, Systems Analysis, Banking, Enterprise Architecture
Education
ITIL 2008 — 2008
V3 Foundation Course, IT Service Management
Canadian Securities Institute 2007 — 2007
CSC, Financial Service
PMP - PMI 2007 — 2007
PMP, Project Managment
University of Toronto 2000 — 2001
M. Eng., Industrial Engineering Specializing in Information Systems
Thapar Institute of Engineering and Technology 1990 — 1994
BE
Black Belt and Lean Training from SixSigma.us
Black Belt and Lean Training, Process Improvement
Microsoft - Analyzing Requirements and Defining Microsoft .NET Solution Architectures
Microsoft Certified Professional, Analyzing Requirements and Defining Microsoft .NET Solution Architectures
Microsoft -- Developing and Implementing Web Applications
MCP, Microsoft - Developing and Implementing Web Applications
TD Insurance March 2014 - Present
Canadian Depository for Securities Limited (TMX Group/Toronto Stock Exchange) April 2012 - February 2014
TD Bank - Online Channel October 2009 - February 2012
TD Waterhouse December 2007 - July 2009
Manulife Financial September 2003 - December 2007
Skills
Process Improvement, Project Management, Program Management, Project Portfolio..., PMP, PMO, Business Process, Capital Markets, Internet Banking, Securities, Business Intelligence, Compliance, ITIL, Wealth Management, Six Sigma, Management, Strategic Planning, SDLC, Performance Management, Vendor Management, Infrastructure, Risk Management, Security, Business Process..., Requirements Analysis, Business Analysis, Process Redesign, Visio, Change Management, Financial Services, Requirements Gathering, Resource Management, Software Development, Project Delivery, Governance, Portfolio Management, Business Requirements, Data Warehousing, Stakeholder Management, Software Project..., IT Strategy, User Acceptance Testing, Business Process..., MS Project, Business Transformation, IT Management, Agile Project Management, Systems Analysis, Banking, Enterprise Architecture
Education
ITIL 2008 — 2008
V3 Foundation Course, IT Service Management
Canadian Securities Institute 2007 — 2007
CSC, Financial Service
PMP - PMI 2007 — 2007
PMP, Project Managment
University of Toronto 2000 — 2001
M. Eng., Industrial Engineering Specializing in Information Systems
Thapar Institute of Engineering and Technology 1990 — 1994
BE
Black Belt and Lean Training from SixSigma.us
Black Belt and Lean Training, Process Improvement
Microsoft - Analyzing Requirements and Defining Microsoft .NET Solution Architectures
Microsoft Certified Professional, Analyzing Requirements and Defining Microsoft .NET Solution Architectures
Microsoft -- Developing and Implementing Web Applications
MCP, Microsoft - Developing and Implementing Web Applications
David Mullis's TD Waterhouse Experience 1999 - 2001
Job Trading Delivery Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - Present
thinkorswim March 2011 - July 2012
RealTick LLC. ConvergEx 2009 - January 2011
Townsend Analytics / RealTick 2005 - 2009
Townsend Analytics/RealTick 2002 - 2005
Peregrine Financial Group October 2001 - May 2002
TD Waterhouse 1999 - 2001
Skills
Projects, Trading, Electronic Trading, Project Management, Technical Documentation, Options, Trading Systems, Equities, Asset Management, Software Documentation, Market Data, FX Options, Risk Management, Software Project..., Low Latency, Derivatives, FINRA, Financial Markets, Hedge Funds, Financial Risk, Fixed Income, Equity Trading, Technical Analysis, Order Management, Capital Markets, Financial Services, Exchange Connectivity, Back Office, Securities, Middle Office, Equity Derivatives, Portfolio Management, Trading Strategies, ETFs, Series 63, Investment Banking, Foreign Exchange, Bloomberg
Education
University of Alabama 1993 — 1998
Washington High School 1989 — 1993
Bank of America Merrill Lynch July 2012 - Present
thinkorswim March 2011 - July 2012
RealTick LLC. ConvergEx 2009 - January 2011
Townsend Analytics / RealTick 2005 - 2009
Townsend Analytics/RealTick 2002 - 2005
Peregrine Financial Group October 2001 - May 2002
TD Waterhouse 1999 - 2001
Skills
Projects, Trading, Electronic Trading, Project Management, Technical Documentation, Options, Trading Systems, Equities, Asset Management, Software Documentation, Market Data, FX Options, Risk Management, Software Project..., Low Latency, Derivatives, FINRA, Financial Markets, Hedge Funds, Financial Risk, Fixed Income, Equity Trading, Technical Analysis, Order Management, Capital Markets, Financial Services, Exchange Connectivity, Back Office, Securities, Middle Office, Equity Derivatives, Portfolio Management, Trading Strategies, ETFs, Series 63, Investment Banking, Foreign Exchange, Bloomberg
Education
University of Alabama 1993 — 1998
Washington High School 1989 — 1993
Sharifa Virani Ahamed's TD Waterhouse Experience
Job Business Development Manager at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse
Skills
Retail Banking, Business Development, Event Planning, People Development, Wealth Management, Team Leadership, Banking, Management
Education
The University of British Columbia
Arts, Economics
York House School
TD Waterhouse
Skills
Retail Banking, Business Development, Event Planning, People Development, Wealth Management, Team Leadership, Banking, Management
Education
The University of British Columbia
Arts, Economics
York House School
Richard Liley's TD Waterhouse Experience 1998 - 2000
Job Equity Analyst at Leith Wheeler
Industry Investment Management
Experience
Leith Wheeler March 2000 - Present
TD Waterhouse 1998 - 2000
RBC Dominion Securities 1996 - 1998
TD Bank 1994 - 1996
Skills
Portfolio Management, Equities, Investments, Fixed Income, Equity Research, Asset Management, Investment Management, Investment Strategies, Financial Analysis
Education
The University of British Columbia 1989 — 2003
Bachelor of Commerce (B.Com.), Finance
Leith Wheeler March 2000 - Present
TD Waterhouse 1998 - 2000
RBC Dominion Securities 1996 - 1998
TD Bank 1994 - 1996
Skills
Portfolio Management, Equities, Investments, Fixed Income, Equity Research, Asset Management, Investment Management, Investment Strategies, Financial Analysis
Education
The University of British Columbia 1989 — 2003
Bachelor of Commerce (B.Com.), Finance
Chris Tressler's TD Waterhouse Experience 1997 - 2006
Job Vice President of International Operations
Industry Financial Services
Experience
Broadridge Financial Solutions January 2007 - Present
ADP 2006 - 2008
td waterhouse 1997 - 2006
Bear Stearns January 1996 - January 1998
Skills
Securities, Back Office, Prime Brokerage, Series 7, Equities, Fixed Income, Corporate Actions, Series 63, Mutual Funds, Business Analysis, Middle Office, Options, Process Improvement, Outsourcing, Trading, Vendor Management, Risk Management, Wealth Management, Customer Service, Asset Managment
Education
University at Buffalo 1993 — 1997
Broadridge Financial Solutions January 2007 - Present
ADP 2006 - 2008
td waterhouse 1997 - 2006
Bear Stearns January 1996 - January 1998
Skills
Securities, Back Office, Prime Brokerage, Series 7, Equities, Fixed Income, Corporate Actions, Series 63, Mutual Funds, Business Analysis, Middle Office, Options, Process Improvement, Outsourcing, Trading, Vendor Management, Risk Management, Wealth Management, Customer Service, Asset Managment
Education
University at Buffalo 1993 — 1997
Eileen Chang's TD Waterhouse Experience May 1999 - October 2001
Job Director at Shapell Properties, Inc.
Industry Human Resources
Experience
Shapell Properties, Inc. April 2002 - Present
TD Waterhouse May 1999 - October 2001
CNA March 1998 - April 1999
Skills
Negotiation, Customer Service, Team Building, Employee Relations, Performance Management, Budgets, Staff Development, Management, Organizational..., Human Resources, Talent Acquisition, Talent Management, Leadership, Onboarding, Succession Planning, Recruiting, Employee Engagement, Strategic Planning
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Psychology
Shapell Properties, Inc. April 2002 - Present
TD Waterhouse May 1999 - October 2001
CNA March 1998 - April 1999
Skills
Negotiation, Customer Service, Team Building, Employee Relations, Performance Management, Budgets, Staff Development, Management, Organizational..., Human Resources, Talent Acquisition, Talent Management, Leadership, Onboarding, Succession Planning, Recruiting, Employee Engagement, Strategic Planning
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Psychology
Claude Surprenant's TD Waterhouse Experience April 2009 - January 2012
Job Député at Assemblée nationale du Québec
Industry Management Consulting
Experience
Assemblée nationale du Québec April 2014 - Present
Ascendi inc January 2012 - Present
AZZIMOV July 2011 - August 2014
TD Waterhouse April 2009 - January 2012
Desjardins, Valeurs mobilières February 2006 - April 2009
Banque Nationale, Financière September 1984 - February 2003
Skills
CP, Finance, New Business Development, Venture Capital, Financial Analysis, Team Management, Private Equity, Strategic Planning, Business Strategy, Capital Markets, Mergers, Corporate Finance, Change Management, Entrepreneurship, Coaching
Education
Université de Montréal 1983 — 1984
College Laval 1975 — 1980
Chénier
Chénier
Chénier
Assemblée nationale du Québec April 2014 - Present
Ascendi inc January 2012 - Present
AZZIMOV July 2011 - August 2014
TD Waterhouse April 2009 - January 2012
Desjardins, Valeurs mobilières February 2006 - April 2009
Banque Nationale, Financière September 1984 - February 2003
Skills
CP, Finance, New Business Development, Venture Capital, Financial Analysis, Team Management, Private Equity, Strategic Planning, Business Strategy, Capital Markets, Mergers, Corporate Finance, Change Management, Entrepreneurship, Coaching
Education
Université de Montréal 1983 — 1984
College Laval 1975 — 1980
Chénier
Chénier
Chénier
Stanley Mendoza's TD Waterhouse Experience June 1999 - August 2001
Job Trade Desk Associate at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers LLC March 2002 - Present
TD Waterhouse June 1999 - August 2001
Skills
Series 7, FINRA, Series 63, Electronic Trading, Securities, Trading, Options, Equities, Derivatives
Education
The Ohio State University
BA, Economics
Interactive Brokers LLC March 2002 - Present
TD Waterhouse June 1999 - August 2001
Skills
Series 7, FINRA, Series 63, Electronic Trading, Securities, Trading, Options, Equities, Derivatives
Education
The Ohio State University
BA, Economics
Richard Kwok (MSc, BSc)'s TD Waterhouse Experience March 2012 - March 2015
Job IT consultant Java development at Tangerine
Industry Information Technology and Services
Experience
Tangerine (An online bank owned by Scotia Bank) formerly called ING Direct. March 2015 - Present
TD Waterhouse March 2012 - March 2015
Bank of Montreal July 2011 - February 2012
TD Bank December 2009 - July 2011
OnX Enterprise Solutions June 2009 - December 2009
TD Bank June 2005 - March 2009
Fidelity Investments July 1996 - 2005
Bell Sygma August 1995 - June 1996
Xerox Canada Head Office May 1993 - August 1995
Toronto Stock Exchange September 1992 - May 1993
Skills
Websphere
Education
University of Manchester - Institute of Science and Technology
BSc (Hon), Electrical and Electronic Engineering
University of Manchester - Institute of Science and Technology
MSc, Secure telecommunication by Research
University of Manchester - Institute of Science and Technology
PhD (not finished), Secure telecommunication by Research
Tangerine (An online bank owned by Scotia Bank) formerly called ING Direct. March 2015 - Present
TD Waterhouse March 2012 - March 2015
Bank of Montreal July 2011 - February 2012
TD Bank December 2009 - July 2011
OnX Enterprise Solutions June 2009 - December 2009
TD Bank June 2005 - March 2009
Fidelity Investments July 1996 - 2005
Bell Sygma August 1995 - June 1996
Xerox Canada Head Office May 1993 - August 1995
Toronto Stock Exchange September 1992 - May 1993
Skills
Websphere
Education
University of Manchester - Institute of Science and Technology
BSc (Hon), Electrical and Electronic Engineering
University of Manchester - Institute of Science and Technology
MSc, Secure telecommunication by Research
University of Manchester - Institute of Science and Technology
PhD (not finished), Secure telecommunication by Research
Vincent Hogue's TD Waterhouse Experience November 2006 - October 2012
Job Senior Vice President and Head of Private Client Services Valeurs mobilières Desjardins at Desjardins
Industry Financial Services
Experience
Desjardins October 2012 - Present
TD Waterhouse November 2006 - October 2012
Desjardins Financial Security January 2004 - August 2006
Fidelity Investments August 1993 - January 2004
Skills
Investments, Financial Markets, Wealth Management, Financial Services, Sales, Investment Strategies, Small Business, Asset Managment, Portfolio Management, Mutual Funds, Banking, Asset Management, Retirement Planning, Investment Advisory, Business Strategy, Capital Markets, Equities, Asset Allocation, Strategic Financial..., Hedge Funds, Fixed Income, Estate Planning, Financial Advisory, Derivatives, Risk Management, Insurance, Wealth, Strategic Planning, Securities, Relationship Management, Retirement, Credit, Alternative Investments, Financial Planning
Education
Université de Montréal 1982 — 1985
M.Sc., relations industriels
cegep St-laurent
Desjardins October 2012 - Present
TD Waterhouse November 2006 - October 2012
Desjardins Financial Security January 2004 - August 2006
Fidelity Investments August 1993 - January 2004
Skills
Investments, Financial Markets, Wealth Management, Financial Services, Sales, Investment Strategies, Small Business, Asset Managment, Portfolio Management, Mutual Funds, Banking, Asset Management, Retirement Planning, Investment Advisory, Business Strategy, Capital Markets, Equities, Asset Allocation, Strategic Financial..., Hedge Funds, Fixed Income, Estate Planning, Financial Advisory, Derivatives, Risk Management, Insurance, Wealth, Strategic Planning, Securities, Relationship Management, Retirement, Credit, Alternative Investments, Financial Planning
Education
Université de Montréal 1982 — 1985
M.Sc., relations industriels
cegep St-laurent
Valdis (Wally) Gailitis's TD Waterhouse Experience February 1994 - May 1999
Job Operations Executive
Industry Financial Services
Experience
Self Employed Independent Consultant December 2010 - Present
Securities Industry Consulting September 2007 - December 2009
Crowell, Weedon & Co. January 2005 - September 2007
FOLIOfn May 2004 - August 2005
Dreyfus Brokerage Services May 1999 - November 2002
TD Waterhouse February 1994 - May 1999
Newbridge Securities Inc, (Div of Citigroup) February 1992 - February 1993
Shearson Lehman Brothers November 1967 - February 1993
Skills
Compliance, Expert Witness, Vendor Relations, Mutual Funds, Securities, SDLC, Customer Relations, Strategic Planning, Business Analysis, Change Management, Process Engineering, Customer Service, Operations Management, Credit, Executive Management
Education
Brooklyn College
University of California, Los Angeles
Self Employed Independent Consultant December 2010 - Present
Securities Industry Consulting September 2007 - December 2009
Crowell, Weedon & Co. January 2005 - September 2007
FOLIOfn May 2004 - August 2005
Dreyfus Brokerage Services May 1999 - November 2002
TD Waterhouse February 1994 - May 1999
Newbridge Securities Inc, (Div of Citigroup) February 1992 - February 1993
Shearson Lehman Brothers November 1967 - February 1993
Skills
Compliance, Expert Witness, Vendor Relations, Mutual Funds, Securities, SDLC, Customer Relations, Strategic Planning, Business Analysis, Change Management, Process Engineering, Customer Service, Operations Management, Credit, Executive Management
Education
Brooklyn College
University of California, Los Angeles
Doug Holliday's TD Waterhouse Experience April 2005 - Present
Job Vice President, Investment Advisor, Portfolio Manager at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse April 2005 - Present
TD Wealth Private Investment Advice 2005 - Present
Skills
Fixed Income, Credit Analysis, Equities, Wealth Management, Derivatives, Bonds, Investment Strategies, Mutual Funds, Investments, Asset Allocation, Hedge Funds, Investment Advisory, Alternative Investments, ETFs, FX Options
Education
University of Guelph 1974 — 1976
MSc, Economics
University of Guelph 1970 — 1976
BSc Agr, Economics
TD Waterhouse April 2005 - Present
TD Wealth Private Investment Advice 2005 - Present
Skills
Fixed Income, Credit Analysis, Equities, Wealth Management, Derivatives, Bonds, Investment Strategies, Mutual Funds, Investments, Asset Allocation, Hedge Funds, Investment Advisory, Alternative Investments, ETFs, FX Options
Education
University of Guelph 1974 — 1976
MSc, Economics
University of Guelph 1970 — 1976
BSc Agr, Economics
Anna Ramos Bernardo, CRC's TD Waterhouse Experience 2004 - 2005
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions November 2008 - Present
LPL Financial February 2005 - October 2008
TD Waterhouse 2004 - 2005
The Retirement Group LLC 2003 - 2004
Skills
Series 7, Retirement, Mutual Funds, Finance, Series 63, Investments, Securities, Insurance, Financial Services, Customer Service, Qualified Retirement..., Life & Health Insurance..., Series 66, Certified Retirement..., 457 Plans, 403 b, Roth 403b
Education
University of California, Riverside 1999 — 2003
Bachelor of Science (BS), Business Administration
University of California, Riverside 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Nationwide Retirement Solutions November 2008 - Present
LPL Financial February 2005 - October 2008
TD Waterhouse 2004 - 2005
The Retirement Group LLC 2003 - 2004
Skills
Series 7, Retirement, Mutual Funds, Finance, Series 63, Investments, Securities, Insurance, Financial Services, Customer Service, Qualified Retirement..., Life & Health Insurance..., Series 66, Certified Retirement..., 457 Plans, 403 b, Roth 403b
Education
University of California, Riverside 1999 — 2003
Bachelor of Science (BS), Business Administration
University of California, Riverside 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Bonnie Van Steelandt's TD Waterhouse Experience October 2005 - June 2008
Job Instructor at Red River College
Industry Financial Services
Experience
Red River College August 2010 - Present
Independent Consultant 2009 - Present
Steinbach Credit Union 2009 - 2009
TD Waterhouse October 2005 - June 2008
CIBC 1990 - 2005
Skills
Financial Services, Investments, Leadership, Management, Microsoft Office, PowerPoint, Private Banking, Program Management, Project Planning, Public Speaking, Sales Management, Wealth Management, Workshop Facilitation
Education
University of Manitoba 1999 — 2002
MBA, Finance and Marketing
The University of Winnipeg 1994 — 1998
BBA, Economics and Business Admin
U of W
Red River College August 2010 - Present
Independent Consultant 2009 - Present
Steinbach Credit Union 2009 - 2009
TD Waterhouse October 2005 - June 2008
CIBC 1990 - 2005
Skills
Financial Services, Investments, Leadership, Management, Microsoft Office, PowerPoint, Private Banking, Program Management, Project Planning, Public Speaking, Sales Management, Wealth Management, Workshop Facilitation
Education
University of Manitoba 1999 — 2002
MBA, Finance and Marketing
The University of Winnipeg 1994 — 1998
BBA, Economics and Business Admin
U of W
James Atwood, MBA's TD Waterhouse Experience November 2002 - April 2004
Job AVP, Administrative Manager, Merrill Edge, Compliance and Supervision
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
Madison Avenue Securities April 2011 - November 2011
Merrill Lynch October 2009 - December 2010
Banc of America Investment Services October 2007 - October 2009
Banc of America Investment Services April 2004 - October 2007
TD Waterhouse November 2002 - April 2004
Callaway Golf Ball Company January 2000 - March 2002
Skills
SRO Compliance, Financial Advisor..., Mergers, FBSI, Financial Services..., Financial Services, Fixed Annuities, Supervision, Compliance, Mutual Funds, Branch Banking, Advertising, Insurance, Banking, Equities, Financial Advisory, FINRA, Securities, Investments, Retirement Planning, Series 24, Risk Management, Asset Allocation, Fixed Income, Investment Strategies, Relationship Management, ETFs, Credit, Series 7, Wealth Management
Education
University of Phoenix 2004 — 2007
MBA, Business Administration
University of California, San Diego 1994 — 1998
BA, Economics & History
Merrill Lynch November 2011 - Present
Madison Avenue Securities April 2011 - November 2011
Merrill Lynch October 2009 - December 2010
Banc of America Investment Services October 2007 - October 2009
Banc of America Investment Services April 2004 - October 2007
TD Waterhouse November 2002 - April 2004
Callaway Golf Ball Company January 2000 - March 2002
Skills
SRO Compliance, Financial Advisor..., Mergers, FBSI, Financial Services..., Financial Services, Fixed Annuities, Supervision, Compliance, Mutual Funds, Branch Banking, Advertising, Insurance, Banking, Equities, Financial Advisory, FINRA, Securities, Investments, Retirement Planning, Series 24, Risk Management, Asset Allocation, Fixed Income, Investment Strategies, Relationship Management, ETFs, Credit, Series 7, Wealth Management
Education
University of Phoenix 2004 — 2007
MBA, Business Administration
University of California, San Diego 1994 — 1998
BA, Economics & History
Kevin Karatsu's TD Waterhouse Experience April 2007 - November 2009
Job Chief Analyst at National Bank of Canada
Industry Financial Services
Experience
National Bank Correspondent Network November 2013 - Present
TD Waterhouse Institutional Services November 2009 - November 2013
TD Waterhouse April 2007 - November 2009
Skills
Banking, Wealth Management, Financial Services, Equities, Portfolio Management, Mutual Funds, Business Analysis, Retail Banking, Requirements Analysis, Relationship Management, Risk Management, Credit, Fixed Income, Securities, FATCA
Education
University of Guelph
National Bank Correspondent Network November 2013 - Present
TD Waterhouse Institutional Services November 2009 - November 2013
TD Waterhouse April 2007 - November 2009
Skills
Banking, Wealth Management, Financial Services, Equities, Portfolio Management, Mutual Funds, Business Analysis, Retail Banking, Requirements Analysis, Relationship Management, Risk Management, Credit, Fixed Income, Securities, FATCA
Education
University of Guelph
Marie Kacmarsky's TD Waterhouse Experience 2000 - 2003
Job Bristol Community College
Industry Investment Management
Experience
Bristol Community College 2009 - 2010
Kappa Alpha Theta Advisory Board 2004 - 2010
Bank of New York Mellon June 2005 - November 2009
TD Waterhouse 2000 - 2003
Wells Fargo Investments August 1998 - October 2000
Education
University of Rhode Island 2006 — 2008
MBA
University of California, Davis 1995 — 1999
BS, Economics
Bristol Community College 2009 - 2010
Kappa Alpha Theta Advisory Board 2004 - 2010
Bank of New York Mellon June 2005 - November 2009
TD Waterhouse 2000 - 2003
Wells Fargo Investments August 1998 - October 2000
Education
University of Rhode Island 2006 — 2008
MBA
University of California, Davis 1995 — 1999
BS, Economics
Aanchal Behl's TD Waterhouse Experience January 2008 - August 2008
Job Product Manager, Energy OLYMPUS Canada Inc.
Industry Marketing and Advertising
Experience
OLYMPUS Canada Inc. April 2015 - Present
Aanchal Behl - Makeup Artistry June 2009 - Present
Johnson & Johnson March 2010 - December 2014
Johnson and Johnson Medical Products December 2008 - February 2010
TD Waterhouse January 2008 - August 2008
TD Canada Trust September 2006 - January 2008
Fruits and Passion September 2002 - January 2006
Skills
Forecasting, Business Analysis, Cross-functional Team..., Strategic Planning, Medical Devices, Leadership, Marketing, Business Planning, Microsoft Excel, Management, Customer Service, Sales, CRM, Analysis, Competitive Analysis, Teamwork, Selling, Product Launch, Coaching
Education
University of Guelph 2003 — 2007
Degree in Honours, Management Economics Industry and Finance
Ajax Highschool
OLYMPUS Canada Inc. April 2015 - Present
Aanchal Behl - Makeup Artistry June 2009 - Present
Johnson & Johnson March 2010 - December 2014
Johnson and Johnson Medical Products December 2008 - February 2010
TD Waterhouse January 2008 - August 2008
TD Canada Trust September 2006 - January 2008
Fruits and Passion September 2002 - January 2006
Skills
Forecasting, Business Analysis, Cross-functional Team..., Strategic Planning, Medical Devices, Leadership, Marketing, Business Planning, Microsoft Excel, Management, Customer Service, Sales, CRM, Analysis, Competitive Analysis, Teamwork, Selling, Product Launch, Coaching
Education
University of Guelph 2003 — 2007
Degree in Honours, Management Economics Industry and Finance
Ajax Highschool
Ben Steman, CA, CFA's TD Waterhouse Experience June 2000 - October 2002
Job St. Arnaud Pinsent Steman
Industry Accounting
Experience
St. Arnaud Pinsent Steman January 2003 - Present
TD Waterhouse June 2000 - October 2002
TD Waterhouse April 1999 - June 2000
Skills
Corporate Tax, Strategic Financial..., Small Business, Public Speaking, New Business Development, Tax, Mortgage Lending, Insurance, Investments, Entrepreneurship, Wealth, Estate Planning, Financial Analysis, Budgets, Bookkeeping, Retirement Planning, Business Coaching, Wealth Management, Real Estate
Education
University of Alberta 1995 — 1999
Bachelor of Commerce, Business
St. Arnaud Pinsent Steman January 2003 - Present
TD Waterhouse June 2000 - October 2002
TD Waterhouse April 1999 - June 2000
Skills
Corporate Tax, Strategic Financial..., Small Business, Public Speaking, New Business Development, Tax, Mortgage Lending, Insurance, Investments, Entrepreneurship, Wealth, Estate Planning, Financial Analysis, Budgets, Bookkeeping, Retirement Planning, Business Coaching, Wealth Management, Real Estate
Education
University of Alberta 1995 — 1999
Bachelor of Commerce, Business
Rhett Nickerson's TD Waterhouse Experience September 2000 - February 2004
Job Major Accounts Manager at The Cat Rental Store
Industry Construction
Experience
The Cat Rental Store April 2015 - Present
The Cat Rental Store November 2004 - April 2015
TD Waterhouse September 2000 - February 2004
Skills
Contract Negotiation, Contract Management, Operations Management, Purchasing, Procurement, Construction, Inventory Management, Negotiation, Sales Management, Budgets, Team Building, Process Scheduler
Education
The University of Lethbridge 1998 — 2000
Bachelor of Management, Business
The Cat Rental Store April 2015 - Present
The Cat Rental Store November 2004 - April 2015
TD Waterhouse September 2000 - February 2004
Skills
Contract Negotiation, Contract Management, Operations Management, Purchasing, Procurement, Construction, Inventory Management, Negotiation, Sales Management, Budgets, Team Building, Process Scheduler
Education
The University of Lethbridge 1998 — 2000
Bachelor of Management, Business
Gladys Karam's TD Waterhouse Experience 2002 - 2003
Job Director, Equity Derivatives
Industry Financial Services
Experience
TMX - Montreal Exchange 2006 - Present
Montreal Exchange 2005 - 2006
Montreal Exchange 2003 - 2005
TD Waterhouse 2002 - 2003
TD Waterhouse 1996 - 2003
Skills
Options, Derivatives, Financial Markets, Trading, Investments, Equities, Capital Markets, Risk Management, Portfolio Management, Trading Systems, Securities
Education
Université de Montréal
MSc, Economics
TMX - Montreal Exchange 2006 - Present
Montreal Exchange 2005 - 2006
Montreal Exchange 2003 - 2005
TD Waterhouse 2002 - 2003
TD Waterhouse 1996 - 2003
Skills
Options, Derivatives, Financial Markets, Trading, Investments, Equities, Capital Markets, Risk Management, Portfolio Management, Trading Systems, Securities
Education
Université de Montréal
MSc, Economics
TJ Dieveney's TD Waterhouse Experience 1990 - 2006
Job Executive Vice President Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management March 2014 - Present
Wells Fargo -- Wealth Management September 2009 - Present
TD Waterhouse 1990 - 2006
Skills
Equities, Financial Services, Series 7, Wealth Management, Portfolio Management, Securities, Risk Management, Investments, Fixed Income, Strategy, Banking, Asset Allocation, Series 63, Asset Management
Education
University of Colorado at Boulder 1986 — 1990
Bachelor of Science (BS), Economics
Wells Fargo Wealth Management March 2014 - Present
Wells Fargo -- Wealth Management September 2009 - Present
TD Waterhouse 1990 - 2006
Skills
Equities, Financial Services, Series 7, Wealth Management, Portfolio Management, Securities, Risk Management, Investments, Fixed Income, Strategy, Banking, Asset Allocation, Series 63, Asset Management
Education
University of Colorado at Boulder 1986 — 1990
Bachelor of Science (BS), Economics
Marie Elizabeth Lafleur's TD Waterhouse Experience May 2000 - June 2005
Job Coordonnatrice experte en surveillance et contrôle chez Autorité des marchés financiers
Industry Financial Services
Experience
Autorité des marchés financiers August 2012 - Present
Autorité des marchés financiers 2012 - 2014
Autorité des marchés financiers 2012 - 2014
Autorité des marchés financiers 2012 - 2014
Montreal Exchange May 2007 - August 2012
Penson Financial Services June 2005 - 2007
TD Waterhouse May 2000 - June 2005
Skills
Gestion des risques, Capitaux propres, Management, Marché financier, Stock options, Investissements, Obligations/titres à..., Services financiers, Trading, Marché des capitaux
Education
Université du Québec à Montréal 1996 — 1999
MBA cadre, Service financier
Université du Québec à Montréal 1996 — 1999
BAC adm. des affaires, finance
Autorité des marchés financiers August 2012 - Present
Autorité des marchés financiers 2012 - 2014
Autorité des marchés financiers 2012 - 2014
Autorité des marchés financiers 2012 - 2014
Montreal Exchange May 2007 - August 2012
Penson Financial Services June 2005 - 2007
TD Waterhouse May 2000 - June 2005
Skills
Gestion des risques, Capitaux propres, Management, Marché financier, Stock options, Investissements, Obligations/titres à..., Services financiers, Trading, Marché des capitaux
Education
Université du Québec à Montréal 1996 — 1999
MBA cadre, Service financier
Université du Québec à Montréal 1996 — 1999
BAC adm. des affaires, finance
Sunil Chavda's TD Waterhouse Experience November 2010 - Present
Job Relationship Manager
Industry Banking
Experience
TD Waterhouse November 2010 - Present
HSBC 2009 - Present
Bell Canada February 2008 - May 2011
HSBC Bank Canada September 2009 - November 2010
Education
University of Alberta 2003 — 2008
Commerce, Finance and Accounting
TD Waterhouse November 2010 - Present
HSBC 2009 - Present
Bell Canada February 2008 - May 2011
HSBC Bank Canada September 2009 - November 2010
Education
University of Alberta 2003 — 2008
Commerce, Finance and Accounting
Popowich David's TD Waterhouse Experience May 2006 - February 2014
Job Investment Advisor
Industry Investment Management
Experience
CIBC Wood Gundy February 2014 - Present
TD Waterhouse May 2006 - February 2014
AM 770 CHQR Radio October 2008 - November 2010
Skills
Retirement, Wealth Management, Portfolio Management, Investments, Wealth, Mutual Funds, Investment Strategies, Equities, Fixed Income, Investment Advisory, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Advisory, Asset Managment, Banking, Securities, Alternative Investments, Capital Markets, Credit, Bonds, ETFs
Education
University of Alberta 1985 — 1990
B.Comm, Finance
CIBC Wood Gundy February 2014 - Present
TD Waterhouse May 2006 - February 2014
AM 770 CHQR Radio October 2008 - November 2010
Skills
Retirement, Wealth Management, Portfolio Management, Investments, Wealth, Mutual Funds, Investment Strategies, Equities, Fixed Income, Investment Advisory, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Advisory, Asset Managment, Banking, Securities, Alternative Investments, Capital Markets, Credit, Bonds, ETFs
Education
University of Alberta 1985 — 1990
B.Comm, Finance
Jamie L Kiburz's TD Waterhouse Experience 2004 - 2004
Job Architecture & Planning Professional
Industry Architecture & Planning
Experience
IIDA 2008 - 2008
TD Waterhouse 2004 - 2004
Randolph Street Gallery 1994 - 1995
Skills
Press Releases, Sketching, Editing
Education
The School of the Art Institute of Chicago 2007 — 2009
BFA, Architecture, Interior Architecture, Architecural History
Carlson College of Massage Therapy 2003 — 2003
Certification, Massage Therapy
The School of the Art Institute of Chicago 1994 — 1998
BFA, Architecture, Interior Architecture, Architecural History
Monticello Community High School
IIDA 2008 - 2008
TD Waterhouse 2004 - 2004
Randolph Street Gallery 1994 - 1995
Skills
Press Releases, Sketching, Editing
Education
The School of the Art Institute of Chicago 2007 — 2009
BFA, Architecture, Interior Architecture, Architecural History
Carlson College of Massage Therapy 2003 — 2003
Certification, Massage Therapy
The School of the Art Institute of Chicago 1994 — 1998
BFA, Architecture, Interior Architecture, Architecural History
Monticello Community High School
Sach Trivedi,CFA,CIMA's TD Waterhouse Experience 2006 - 2006
Job VP Private Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2013 - Present
Merrill Lynch March 2007 - July 2013
TD Waterhouse 2006 - 2006
Ameriprise Financial Services, Inc. 2005 - 2005
Education
Wharton Executive Education 2011 — 2011
•Modern Portfolio Theory•Asset Allocation•Manager Search and Selection•Investment Policy•Performance
University of Florida 2003 — 2005
Bachelor's degree, Finance, General
University of Florida 2003 — 2005
Minor in Entrepreneurship, Finance, General
SunTrust Investment Services, Inc. July 2013 - Present
Merrill Lynch March 2007 - July 2013
TD Waterhouse 2006 - 2006
Ameriprise Financial Services, Inc. 2005 - 2005
Education
Wharton Executive Education 2011 — 2011
•Modern Portfolio Theory•Asset Allocation•Manager Search and Selection•Investment Policy•Performance
University of Florida 2003 — 2005
Bachelor's degree, Finance, General
University of Florida 2003 — 2005
Minor in Entrepreneurship, Finance, General
Scott Corbett's TD Waterhouse Experience January 2009 - September 2013
Job Branch Manager at TD Canada Trust, Hollick Kenyon Branch
Industry Banking
Experience
TD Bank September 2013 - December 2014
TD Waterhouse January 2009 - September 2013
TD Bank Group 2008 - 2009
TD Bank Group 2006 - 2008
TD Bank Group 2002 - 2004
Skills
Call Center, Customer Service, Banking, People Management, Strategic Planning, Investments, Sales Management, Change Management, Customer Negotiations, Hiring/firing, Decision Making, Coaching, Project managment, Workforce Management, Mitigation, Human Resources, Schedules, Six Sigma, Risk Management, Compliance, Curriculum Design, Performance Management, Process Improvement, Project Management, Customer Experience, Management, Call Centers, Derivatives, Relationship Management, Options, Foreign Exchange
Education
University of Alberta 1995 — 2000
Bachelor of Commerce (B.Com.), Finance
Canadian Securities Institute
TD Bank September 2013 - December 2014
TD Waterhouse January 2009 - September 2013
TD Bank Group 2008 - 2009
TD Bank Group 2006 - 2008
TD Bank Group 2002 - 2004
Skills
Call Center, Customer Service, Banking, People Management, Strategic Planning, Investments, Sales Management, Change Management, Customer Negotiations, Hiring/firing, Decision Making, Coaching, Project managment, Workforce Management, Mitigation, Human Resources, Schedules, Six Sigma, Risk Management, Compliance, Curriculum Design, Performance Management, Process Improvement, Project Management, Customer Experience, Management, Call Centers, Derivatives, Relationship Management, Options, Foreign Exchange
Education
University of Alberta 1995 — 2000
Bachelor of Commerce (B.Com.), Finance
Canadian Securities Institute
Dianna Manger's TD Waterhouse Experience 1996 - 2000
Job Director, Investment Operations at Genworth Financial
Industry Investment Management
Experience
Genworth Financial October 2012 - Present
Genworth Financial August 2011 - October 2012
Genworth Financial March 2008 - August 2011
Genworth Financial November 2006 - March 2008
Genworth Financial Advisors Corp. December 2000 - November 2006
TD Waterhouse 1996 - 2000
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Finance
University of Central Florida 1989 — 1993
BA, Business
Genworth Financial October 2012 - Present
Genworth Financial August 2011 - October 2012
Genworth Financial March 2008 - August 2011
Genworth Financial November 2006 - March 2008
Genworth Financial Advisors Corp. December 2000 - November 2006
TD Waterhouse 1996 - 2000
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Finance
University of Central Florida 1989 — 1993
BA, Business
Simon Liu, CFA's TD Waterhouse Experience September 2006 - October 2007
Job Senior Analyst at HOOPP (Healthcare of Ontario Pension Plan)
Industry Financial Services
Experience
HOOPP (Healthcare of Ontario Pension Plan) March 2013 - Present
HOOPP October 2011 - March 2013
HOOPP January 2011 - October 2011
HOOPP April 2010 - January 2011
HOOPP April 2009 - April 2010
HOOPP April 2008 - April 2009
BMO Capital Markets October 2007 - April 2008
TD Waterhouse September 2006 - October 2007
Skills
Derivatives, Financial Risk, Securities, Bloomberg, Fixed Income, Collateral Management, Trading Systems, Market Risk, Equity Derivatives, Equities, Bloomberg Terminal, Capital Markets, FX Options, Mutual Funds, Swaps, Options, Credit Derivatives, Finance, Investments, Bonds, Equity Research, Hedge Funds
Education
York University - Schulich School of Business 2002 — 2006
ibba, finance
The University of Hong Kong 2005 — 2005
HOOPP (Healthcare of Ontario Pension Plan) March 2013 - Present
HOOPP October 2011 - March 2013
HOOPP January 2011 - October 2011
HOOPP April 2010 - January 2011
HOOPP April 2009 - April 2010
HOOPP April 2008 - April 2009
BMO Capital Markets October 2007 - April 2008
TD Waterhouse September 2006 - October 2007
Skills
Derivatives, Financial Risk, Securities, Bloomberg, Fixed Income, Collateral Management, Trading Systems, Market Risk, Equity Derivatives, Equities, Bloomberg Terminal, Capital Markets, FX Options, Mutual Funds, Swaps, Options, Credit Derivatives, Finance, Investments, Bonds, Equity Research, Hedge Funds
Education
York University - Schulich School of Business 2002 — 2006
ibba, finance
The University of Hong Kong 2005 — 2005
Jonathan Patterson, CFA's TD Waterhouse Experience 2002 - 2004
Job Associate Vice President, Liquidity Risk Management, TD Bank Group
Industry Banking
Experience
TD Bank Group September 2015 - Present
TD Bank Group February 2013 - Present
TD Securities 2009 - February 2013
TD Securities 2008 - 2009
TD Securities, Treasury Credit 2006 - 2008
TD Securities 2004 - 2006
TD Waterhouse 2002 - 2004
TD Waterhouse 2000 - 2002
Skills
Collateral Management, Market Risk, Credit Risk
Education
CFA Institute
CFA
University of Guelph 1995 — 1999
B.Comm, Management Economics in Industry and Finance
TD Bank Group September 2015 - Present
TD Bank Group February 2013 - Present
TD Securities 2009 - February 2013
TD Securities 2008 - 2009
TD Securities, Treasury Credit 2006 - 2008
TD Securities 2004 - 2006
TD Waterhouse 2002 - 2004
TD Waterhouse 2000 - 2002
Skills
Collateral Management, Market Risk, Credit Risk
Education
CFA Institute
CFA
University of Guelph 1995 — 1999
B.Comm, Management Economics in Industry and Finance
Chris Horvat's TD Waterhouse Experience 2010 - 2012
Job Specialty Tax Auditor at Canada Revenue Agency
Industry Accounting
Experience
Canada Revenue Agency 2015 - Present
Canada Revenue Agency 2014 - 2015
Canada Revenue Agency 2014 - 2014
Canada Revenue Agency 2013 - 2014
Canada Revenue Agency 2012 - 2013
TD Waterhouse 2010 - 2012
Skills
Options, Investments, Equity Trading, CRM, Analytical Skills, Conflict Resolution, Analytical Thinking, Problem Solving, Bookkeeping, Options Trading, FX trading, Canadian Income Tax
Education
University of Athabasca 2011 — 2013
Psychology, Accounting
University of Alberta
BA, Economics
Canadian Securities Institute
Canada Revenue Agency 2015 - Present
Canada Revenue Agency 2014 - 2015
Canada Revenue Agency 2014 - 2014
Canada Revenue Agency 2013 - 2014
Canada Revenue Agency 2012 - 2013
TD Waterhouse 2010 - 2012
Skills
Options, Investments, Equity Trading, CRM, Analytical Skills, Conflict Resolution, Analytical Thinking, Problem Solving, Bookkeeping, Options Trading, FX trading, Canadian Income Tax
Education
University of Athabasca 2011 — 2013
Psychology, Accounting
University of Alberta
BA, Economics
Canadian Securities Institute
Sheldon Dong's TD Waterhouse Experience 2004 - Present
Job Vice President , Fixed Income Strategy at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse 2004 - Present
Skills
Fixed Income, Portfolio Management, Wealth Management, Investment Advisory, Mutual Funds, Investments, Bonds, Investment Strategies, Securities, Asset Allocation, Fixed Income Analysis, Capital Markets, Alternative Investments, Equities, ETFs, Asset Management
Education
The University of British Columbia
Bachelor of Commerce (B.Com.)
TD Waterhouse 2004 - Present
Skills
Fixed Income, Portfolio Management, Wealth Management, Investment Advisory, Mutual Funds, Investments, Bonds, Investment Strategies, Securities, Asset Allocation, Fixed Income Analysis, Capital Markets, Alternative Investments, Equities, ETFs, Asset Management
Education
The University of British Columbia
Bachelor of Commerce (B.Com.)
Steven Baugerud's TD Waterhouse Experience February 2008 - March 2013
Job Investment Advisor at Porfolio Strategies Securities Inc.
Industry Investment Management
Experience
Porfolio Strategies Securities Inc. April 2013 - Present
TD Waterhouse February 2008 - March 2013
Servus Credit Union 2002 - 2007
Education
University of Calgary
BCom
Porfolio Strategies Securities Inc. April 2013 - Present
TD Waterhouse February 2008 - March 2013
Servus Credit Union 2002 - 2007
Education
University of Calgary
BCom
Leo Tam's TD Waterhouse Experience February 2010 - Present
Job Business Development Associate at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse February 2010 - Present
TD Canada Trust December 2008 - February 2010
Education
University of Calgary 2004 — 2008
TD Waterhouse February 2010 - Present
TD Canada Trust December 2008 - February 2010
Education
University of Calgary 2004 — 2008
Henrique Madeira's TD Waterhouse Experience January 1996 - January 1998
Job Senior Manager Valuations at RBC
Industry Capital Markets
Experience
RBC February 2010 - Present
CIBC November 2008 - February 2010
CIBC August 2002 - November 2008
CIBC World Markets 2001 - 2002
Credit Lyonnais Portugal February 1998 - September 2000
TD Waterhouse January 1996 - January 1998
Merit Investment Corporation 1994 - 1996
Skills
Credit Risk, Capital Markets, Derivatives, Credit, Banking, Trading, Options, Valuation, Risk Management, Fixed Income, Market Risk, Portfolio Management, Investment Banking
Education
BDP/ISEG/UNL 2000 — 2000
Post Graduation, Risk Management and Derivatives
Universidade Nova de Lisboa 1982 — 1987
Licenciatura, Economics
RBC February 2010 - Present
CIBC November 2008 - February 2010
CIBC August 2002 - November 2008
CIBC World Markets 2001 - 2002
Credit Lyonnais Portugal February 1998 - September 2000
TD Waterhouse January 1996 - January 1998
Merit Investment Corporation 1994 - 1996
Skills
Credit Risk, Capital Markets, Derivatives, Credit, Banking, Trading, Options, Valuation, Risk Management, Fixed Income, Market Risk, Portfolio Management, Investment Banking
Education
BDP/ISEG/UNL 2000 — 2000
Post Graduation, Risk Management and Derivatives
Universidade Nova de Lisboa 1982 — 1987
Licenciatura, Economics
Leo Tam's TD Waterhouse Experience February 2010 - September 2011
Job Project Associate Director at ATB Financial
Industry Banking
Experience
ATB Financial March 2014 - Present
TransAlta April 2013 - March 2014
TD July 2012 - April 2013
TD Bank Group September 2011 - July 2012
TD Waterhouse February 2010 - September 2011
TD Canada Trust December 2008 - February 2010
Skills
Credit, Banking
Education
University of Calgary
ATB Financial March 2014 - Present
TransAlta April 2013 - March 2014
TD July 2012 - April 2013
TD Bank Group September 2011 - July 2012
TD Waterhouse February 2010 - September 2011
TD Canada Trust December 2008 - February 2010
Skills
Credit, Banking
Education
University of Calgary
Olga Hammond's TD Waterhouse Experience 2000 - 2012
Job Financial Advisor at Scotiabank
Industry Investment Management
Experience
Scotiabank May 2014 - Present
Western Credit Centre, TD Canada Trust December 2013 - March 2014
TD Waterhouse 2000 - 2012
HSBC 1998 - 2000
Skills
Investments, Risk Management, Trading, Derivatives, Mutual Funds, Fixed Income, Options, Foreign Exchange, Equity Trading, Customer Service, International Trade, Investment Strategies, ESOP, Wealth Management, Securities, Equities
Education
University of Alberta 1995 — 1998
MBA, Business, Finance
CFA Institute
Mutual Funds Representative, Completed Level I of the CFA Program
Scotiabank May 2014 - Present
Western Credit Centre, TD Canada Trust December 2013 - March 2014
TD Waterhouse 2000 - 2012
HSBC 1998 - 2000
Skills
Investments, Risk Management, Trading, Derivatives, Mutual Funds, Fixed Income, Options, Foreign Exchange, Equity Trading, Customer Service, International Trade, Investment Strategies, ESOP, Wealth Management, Securities, Equities
Education
University of Alberta 1995 — 1998
MBA, Business, Finance
CFA Institute
Mutual Funds Representative, Completed Level I of the CFA Program
Manav Reakhi's TD Waterhouse Experience January 2010 - Present
Job Operations Officer at TD Waterhouse
Industry Banking
Experience
TD Waterhouse January 2010 - Present
Great West Life July 2008 - March 2009
Enbridge Pipelines June 2006 - November 2007
Skills
Microsoft Office, Story Editing, Internet, Data Entry, Administrative..., Team Leadership, Operations Management, Customer Service, Problem Solving, Recruiting, Support Workers, Leadership, Process Improvement, Time Management, Data Analysis, Teamwork, Banking, Training, Management, Analysis, Human Resources
Education
University of Alberta 2001 — 2005
Chemical Engineering
TD Waterhouse January 2010 - Present
Great West Life July 2008 - March 2009
Enbridge Pipelines June 2006 - November 2007
Skills
Microsoft Office, Story Editing, Internet, Data Entry, Administrative..., Team Leadership, Operations Management, Customer Service, Problem Solving, Recruiting, Support Workers, Leadership, Process Improvement, Time Management, Data Analysis, Teamwork, Banking, Training, Management, Analysis, Human Resources
Education
University of Alberta 2001 — 2005
Chemical Engineering
Dan Kolinsky, CFA's TD Waterhouse Experience April 2000 - May 2006
Job Administrative Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2015 - Present
Alberta Investment Management Corporation (AIMCo) August 2011 - August 2012
Alberta Investment Management Corporation (AIMCo) June 2007 - August 2011
Alberta Finance May 2006 - June 2007
TD Waterhouse April 2000 - May 2006
Skills
Bonds, Equity Derivatives, Equity Trading, Options, Private Equity, Derivatives, Credit Derivatives, Customer Service, Visio, Program Trading, Algos, Dark Pools, Block Trading, Delta One, Execution Management..., Charles River IMS, Eagle PACE, Options Strategies, Trading Systems, FX trading, Financial Markets, Electronic Trading, Market Risk, Hedge Funds, Foreign Exchange, Equity Research, Structured Products, Equities, Fixed Income
Education
University of Alberta 1994 — 1998
B.Comm., With Distinction
CFA Institute
CFA Charterholder
ScotiaMcLeod June 2015 - Present
Alberta Investment Management Corporation (AIMCo) August 2011 - August 2012
Alberta Investment Management Corporation (AIMCo) June 2007 - August 2011
Alberta Finance May 2006 - June 2007
TD Waterhouse April 2000 - May 2006
Skills
Bonds, Equity Derivatives, Equity Trading, Options, Private Equity, Derivatives, Credit Derivatives, Customer Service, Visio, Program Trading, Algos, Dark Pools, Block Trading, Delta One, Execution Management..., Charles River IMS, Eagle PACE, Options Strategies, Trading Systems, FX trading, Financial Markets, Electronic Trading, Market Risk, Hedge Funds, Foreign Exchange, Equity Research, Structured Products, Equities, Fixed Income
Education
University of Alberta 1994 — 1998
B.Comm., With Distinction
CFA Institute
CFA Charterholder
Ligia Salas's TD Waterhouse Experience 1998 - 2004
Job Manager Client Profile Mangement and Control at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada May 2015 - Present
National Bank of Canada January 2015 - May 2015
TD Wealth Management March 2004 - October 2011
TD Waterhouse 1998 - 2004
Skills
Operations Management, Strategic Planning, Team Leadership, Product Development, CRM, Wealth Management, Mutual Funds, Budgets, Banking, Relationship Management, Credit, Leadership, Management, Business Analysis, Coaching, Software Documentation, Financial Services, Customer Service, Investments, Portfolio Management, Equities, Securities, Fixed Income, Strategic Financial..., Investment Advisory, Retirement Planning, Retail Banking
Education
Manuela Canizares College
Teacher
Universidad Central del Ecuador
National Bank of Canada May 2015 - Present
National Bank of Canada January 2015 - May 2015
TD Wealth Management March 2004 - October 2011
TD Waterhouse 1998 - 2004
Skills
Operations Management, Strategic Planning, Team Leadership, Product Development, CRM, Wealth Management, Mutual Funds, Budgets, Banking, Relationship Management, Credit, Leadership, Management, Business Analysis, Coaching, Software Documentation, Financial Services, Customer Service, Investments, Portfolio Management, Equities, Securities, Fixed Income, Strategic Financial..., Investment Advisory, Retirement Planning, Retail Banking
Education
Manuela Canizares College
Teacher
Universidad Central del Ecuador
Anisha Suleman's TD Waterhouse Experience January 2004 - November 2008
Job Branch Manager at Bank of Montreal
Industry Banking
Experience
Bank of Montreal November 2008 - Present
TD Waterhouse January 2004 - November 2008
Skills
CFP, Coaching, Problem Solving, Mentoring, Banking, Certified Financial..., Customer Service, Finance, Financial Planning, Investments, Management, Mortgage Lending, Relationship Management, Risk Management, Team Leadership, Credit, Loans, Retail Banking, Leadership, Portfolio Management
Education
University of Alberta
BComm, Finance
Bank of Montreal November 2008 - Present
TD Waterhouse January 2004 - November 2008
Skills
CFP, Coaching, Problem Solving, Mentoring, Banking, Certified Financial..., Customer Service, Finance, Financial Planning, Investments, Management, Mortgage Lending, Relationship Management, Risk Management, Team Leadership, Credit, Loans, Retail Banking, Leadership, Portfolio Management
Education
University of Alberta
BComm, Finance
Pamela Dick's TD Waterhouse Experience 2002 - 2006
Job Principal at Cordasco Financial Network, LLC.
Industry Financial Services
Experience
Cordasco Financial Network, LLC. January 2012 - Present
RBC Wealth Management April 2006 - December 2011
TD Waterhouse 2002 - 2006
Skills
Investments, Financial Analysis, Due Diligence, Asset Management, Valuation, Management Consulting, Private Equity, Portfolio Management, Risk Management, Equities, Series 7, Series 63, Alternative Investments
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
Cordasco Financial Network, LLC. January 2012 - Present
RBC Wealth Management April 2006 - December 2011
TD Waterhouse 2002 - 2006
Skills
Investments, Financial Analysis, Due Diligence, Asset Management, Valuation, Management Consulting, Private Equity, Portfolio Management, Risk Management, Equities, Series 7, Series 63, Alternative Investments
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General