TD Waterhouse Discount Brokerage
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TD Waterhouse Discount Brokerage Employees
Employee
Years
Job
Industry
Irfaan Manji Irfaan Manji's TD Waterhouse Discount Brokerage Experience November 2009 - September 2010
Job Product Manager, Mobile Platforms
Industry Computer Software
Experience
TD July 2014 - Present
Vrzatile Technologies Inc. September 2013 - Present
Timeless Productions February 2003 - Present
Junior Achievement of Central Ontario September 2014 - February 2015
North York Community House January 2012 - January 2015
TD July 2012 - July 2014
TD September 2010 - July 2012
Aga Khan Economic Planning Board July 2009 - June 2012
KOServ May 2011 - December 2011
TD Waterhouse Discount Brokerage November 2009 - September 2010
Education
Universidad de Chile 2008 — 2009
Ingeniería comercial; international exchange, International Business
Carleton University 2005 — 2009
Bachelor, International Business [minor in Spanish]
TD July 2014 - Present
Vrzatile Technologies Inc. September 2013 - Present
Timeless Productions February 2003 - Present
Junior Achievement of Central Ontario September 2014 - February 2015
North York Community House January 2012 - January 2015
TD July 2012 - July 2014
TD September 2010 - July 2012
Aga Khan Economic Planning Board July 2009 - June 2012
KOServ May 2011 - December 2011
TD Waterhouse Discount Brokerage November 2009 - September 2010
Education
Universidad de Chile 2008 — 2009
Ingeniería comercial; international exchange, International Business
Carleton University 2005 — 2009
Bachelor, International Business [minor in Spanish]
Keith Bolton Keith Bolton's TD Waterhouse Discount Brokerage Experience November 2003 - August 2005
Job Financial Regulatory Analyst at National Energy Board
Industry Oil & Energy
Experience
National Energy Board October 2013 - Present
Suncor Energy May 2013 - September 2013
University of Texas at Dallas August 2011 - May 2013
National Business Valuation Services October 2012 - February 2013
Robert Half Finance & Accounting April 2008 - August 2011
Nexen Inc. January 2007 - March 2008
EnCana Oil and Gas August 2005 - January 2007
TD Waterhouse Discount Brokerage November 2003 - August 2005
TransCanada January 2001 - September 2001
Skills
Financial Analysis, Risk Management, Cash Management, Derivatives, Capital Markets, Foreign Exchange, Relationship Management, Financial Research, Financial Risk, Hedging, Treasury, Financial Modeling, Valuation, Corporate Finance, Financial Reporting, Accounting, Bloomberg, Financial Accounting, DCF Valuation, Microsoft Excel, Banking, Analysis, Strategic Financial..., Variance Analysis, Investments, Forecasting, Financial Planning
Education
The University of Texas at Dallas 2011 — 2013
MBA, Finance/Accounting
University of Alberta 2000 — 2003
B.Comm, Finance
National Energy Board October 2013 - Present
Suncor Energy May 2013 - September 2013
University of Texas at Dallas August 2011 - May 2013
National Business Valuation Services October 2012 - February 2013
Robert Half Finance & Accounting April 2008 - August 2011
Nexen Inc. January 2007 - March 2008
EnCana Oil and Gas August 2005 - January 2007
TD Waterhouse Discount Brokerage November 2003 - August 2005
TransCanada January 2001 - September 2001
Skills
Financial Analysis, Risk Management, Cash Management, Derivatives, Capital Markets, Foreign Exchange, Relationship Management, Financial Research, Financial Risk, Hedging, Treasury, Financial Modeling, Valuation, Corporate Finance, Financial Reporting, Accounting, Bloomberg, Financial Accounting, DCF Valuation, Microsoft Excel, Banking, Analysis, Strategic Financial..., Variance Analysis, Investments, Forecasting, Financial Planning
Education
The University of Texas at Dallas 2011 — 2013
MBA, Finance/Accounting
University of Alberta 2000 — 2003
B.Comm, Finance
Antonina Bureacenco Antonina Bureacenco's TD Waterhouse Discount Brokerage Experience 2006 - 2008
Job Manager, Cash Management at TD Bank Group
Industry Banking
Experience
TD Bank Group March 2012 - Present
Institute of Holistic Nutrition 2011 - 2013
TD Bank Group May 2008 - March 2012
TD Waterhouse Discount Brokerage 2006 - 2008
Skills
Banking, Commercial Banking, Retail Banking, Cash Management, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Relationship Management, Business Development
Education
Capilano University 2004 — 2008
Business Administration, Business/Commerce, General
Canadian Securities Institute 2006 — 2008
CSC, CPH, DFC, OLC, Investments and Securities
Institute of Holistic Nutrition 2011 — 2013
RNC, ROHP
TD Bank Group March 2012 - Present
Institute of Holistic Nutrition 2011 - 2013
TD Bank Group May 2008 - March 2012
TD Waterhouse Discount Brokerage 2006 - 2008
Skills
Banking, Commercial Banking, Retail Banking, Cash Management, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Relationship Management, Business Development
Education
Capilano University 2004 — 2008
Business Administration, Business/Commerce, General
Canadian Securities Institute 2006 — 2008
CSC, CPH, DFC, OLC, Investments and Securities
Institute of Holistic Nutrition 2011 — 2013
RNC, ROHP
J. Drew McQuinn J. Drew McQuinn's TD Waterhouse Discount Brokerage Experience January 2009 - November 2013
Job Mobile Mortgage Specialist TD Canada Trust
Industry Financial Services
Experience
TD Canada Trust November 2013 - Present
TD Waterhouse Discount Brokerage January 2009 - November 2013
TD Canada Trust January 2007 - December 2008
Canadian Forces May 2002 - October 2007
Business Owner - Landscaping June 2004 - September 2006
Skills
Credit, Banking, Mortgage Lending, Investments, Retail Banking, Loans, Residential Mortgages, Finance, Customer Service, Sales, Small Business Lending, Commercial Banking, Financial Analysis, Relationship Management, Strategic Planning, Financial Services, Wealth Management, Credit Analysis
Education
Canadian Securities Institute 2008 — 2012
Securities Licensing, Investing
Saint Mary's University 2001 — 2005
Bachelor of Commerce, Business Management
TD Canada Trust November 2013 - Present
TD Waterhouse Discount Brokerage January 2009 - November 2013
TD Canada Trust January 2007 - December 2008
Canadian Forces May 2002 - October 2007
Business Owner - Landscaping June 2004 - September 2006
Skills
Credit, Banking, Mortgage Lending, Investments, Retail Banking, Loans, Residential Mortgages, Finance, Customer Service, Sales, Small Business Lending, Commercial Banking, Financial Analysis, Relationship Management, Strategic Planning, Financial Services, Wealth Management, Credit Analysis
Education
Canadian Securities Institute 2008 — 2012
Securities Licensing, Investing
Saint Mary's University 2001 — 2005
Bachelor of Commerce, Business Management
Sijia Zhao's TD Waterhouse Discount Brokerage Experience March 2014 - Present
Job Outbound Investment Representative @ TD Waterhouse Discount Brokerage
Industry Investment Banking
Experience
TD Waterhouse Discount Brokerage March 2014 - Present
TD Waterhouse Discount Brokerage October 2013 - February 2014
RBC, Royal Direct January 2013 - September 2013
Leoplas Group . Ontario Inc. March 2012 - August 2012
Kiehl's Since 1851, LLC October 2011 - January 2012
Self-Employed April 2008 - December 2010
La Senza Corporation September 2007 - December 2007
Skills
Strategic sales in..., Fluent (written /..., Excellent interpersonal..., Accounting systems..., Advanced skills in..., Strong client relations..., Teamwork, Time Management, Sales, Microsoft Excel, Budgets, Customer Service, Financial Modeling
Education
University of Alberta 2006 — 2011
Bachelor of Commerce, Finance
Prairie Christian Academy 2004 — 2006
High School Diploma, general
TD Waterhouse Discount Brokerage March 2014 - Present
TD Waterhouse Discount Brokerage October 2013 - February 2014
RBC, Royal Direct January 2013 - September 2013
Leoplas Group . Ontario Inc. March 2012 - August 2012
Kiehl's Since 1851, LLC October 2011 - January 2012
Self-Employed April 2008 - December 2010
La Senza Corporation September 2007 - December 2007
Skills
Strategic sales in..., Fluent (written /..., Excellent interpersonal..., Accounting systems..., Advanced skills in..., Strong client relations..., Teamwork, Time Management, Sales, Microsoft Excel, Budgets, Customer Service, Financial Modeling
Education
University of Alberta 2006 — 2011
Bachelor of Commerce, Finance
Prairie Christian Academy 2004 — 2006
High School Diploma, general
David Titus's TD Waterhouse Discount Brokerage Experience May 2000 - April 2001
Job Training & Development Director, eLearning & Technical Design & Delivery
Industry Financial Services
Experience
CIBC Wood Gundy May 2014 - Present
TD Wealth Management April 2012 - May 2014
TD Bank Group April 2009 - May 2014
TD Wealth Management May 2006 - April 2009
TD Wealth Management September 2005 - June 2006
TD Waterhouse April 2001 - September 2005
TD Waterhouse Discount Brokerage May 2000 - April 2001
Skills
Strategic Communications, Business Relationship..., Partner Relationship..., Vendor Relations, Mentoring Of Staff, Customer Negotiations, Supplier Negotiations, Organizational..., Team Leadership, Business Analytics, Creative Problem Solving, Teamwork, Business Process, Negotiation, Partner Management, Wealth Management, Fixed Income, Investments, Mutual Funds, Coaching, Business Development, Management, CRM, Retirement Planning, Portfolio Management, Financial Advisory, Banking, Equities, Wealth, Relationship Management, Financial Planning, Risk Management
Education
Seneca College of Applied Arts and Technology 1993 — 1997
Diploma, Accounting
CIBC Wood Gundy May 2014 - Present
TD Wealth Management April 2012 - May 2014
TD Bank Group April 2009 - May 2014
TD Wealth Management May 2006 - April 2009
TD Wealth Management September 2005 - June 2006
TD Waterhouse April 2001 - September 2005
TD Waterhouse Discount Brokerage May 2000 - April 2001
Skills
Strategic Communications, Business Relationship..., Partner Relationship..., Vendor Relations, Mentoring Of Staff, Customer Negotiations, Supplier Negotiations, Organizational..., Team Leadership, Business Analytics, Creative Problem Solving, Teamwork, Business Process, Negotiation, Partner Management, Wealth Management, Fixed Income, Investments, Mutual Funds, Coaching, Business Development, Management, CRM, Retirement Planning, Portfolio Management, Financial Advisory, Banking, Equities, Wealth, Relationship Management, Financial Planning, Risk Management
Education
Seneca College of Applied Arts and Technology 1993 — 1997
Diploma, Accounting
Philip Rocca Philip Rocca's TD Waterhouse Discount Brokerage Experience August 1997 - August 2000
Job Manager HR Business Solutions, Learning Management at TD
Industry Financial Services
Experience
TD July 2014 - Present
TD June 2012 - July 2014
Rocca Trade April 2010 - April 2012
TD November 2006 - May 2009
TD Wealth Management November 2002 - October 2006
TD Waterhouse May 2001 - October 2002
TD Waterhouse August 2000 - May 2001
TD Waterhouse Discount Brokerage August 1997 - August 2000
Skills
Consulting, Investments, Options, Banking, Securities, Learning Management..., Business Analysis, Financial Analysis, Equities, Relationship Management, Instructional Design, Leadership
Education
Laurentian University/Université Laurentienne 1983 — 1987
Arts, Economics
McMaster University 1984 — 1985
TD July 2014 - Present
TD June 2012 - July 2014
Rocca Trade April 2010 - April 2012
TD November 2006 - May 2009
TD Wealth Management November 2002 - October 2006
TD Waterhouse May 2001 - October 2002
TD Waterhouse August 2000 - May 2001
TD Waterhouse Discount Brokerage August 1997 - August 2000
Skills
Consulting, Investments, Options, Banking, Securities, Learning Management..., Business Analysis, Financial Analysis, Equities, Relationship Management, Instructional Design, Leadership
Education
Laurentian University/Université Laurentienne 1983 — 1987
Arts, Economics
McMaster University 1984 — 1985
Mike Mancego's TD Waterhouse Discount Brokerage Experience June 2004 - March 2005
Job Team Lead, Registered Plan at Questrade Financial Group
Industry Financial Services
Experience
Questrade Financial Group July 2015 - Present
Questrade Financial Group March 2013 - July 2015
Mackie Research Capital September 2011 - March 2013
Mackie Research Capital March 2005 - September 2011
TD Waterhouse Discount Brokerage June 2004 - March 2005
TD Waterhouse Discount Brokerage January 2000 - June 2004
Celestica November 1998 - December 1999
Skills
Wealth Management, Investments, Securities
Education
Mapua Institute of Technology 1984 — 1989
BS, Mechanical
Questrade Financial Group July 2015 - Present
Questrade Financial Group March 2013 - July 2015
Mackie Research Capital September 2011 - March 2013
Mackie Research Capital March 2005 - September 2011
TD Waterhouse Discount Brokerage June 2004 - March 2005
TD Waterhouse Discount Brokerage January 2000 - June 2004
Celestica November 1998 - December 1999
Skills
Wealth Management, Investments, Securities
Education
Mapua Institute of Technology 1984 — 1989
BS, Mechanical
Braydon Scully Braydon Scully's TD Waterhouse Discount Brokerage Experience 1997 - 2003
Job SVP at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments March 2007 - March 2015
TD Waterhouse Financial Planning 2004 - 2007
TD Asset Management/TD Waterhouse Investment Advice 2003 - 2004
TD Waterhouse Discount Brokerage 1997 - 2003
TD Waterhouse Discount Brokerage 1996 - 1997
Skills
Mutual Funds, Wealth Management, Investments, Relationship Management, Portfolio Management, Business Development, Financial Services, Strategic Financial..., Securities, Strategy, Business Analysis, Marketing Strategy, Investment Strategies, Asset Management, Equities, Investment Advisory, Fixed Income, Asset Allocation
Education
Mount Allison University 1989 — 1993
B. Comm, Marketing
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments March 2007 - March 2015
TD Waterhouse Financial Planning 2004 - 2007
TD Asset Management/TD Waterhouse Investment Advice 2003 - 2004
TD Waterhouse Discount Brokerage 1997 - 2003
TD Waterhouse Discount Brokerage 1996 - 1997
Skills
Mutual Funds, Wealth Management, Investments, Relationship Management, Portfolio Management, Business Development, Financial Services, Strategic Financial..., Securities, Strategy, Business Analysis, Marketing Strategy, Investment Strategies, Asset Management, Equities, Investment Advisory, Fixed Income, Asset Allocation
Education
Mount Allison University 1989 — 1993
B. Comm, Marketing
Salil Kulkarni Salil Kulkarni's TD Waterhouse Discount Brokerage Experience January 2011 - March 2012
Job MBA | Business Analysis | Performance Measurement | Brokerage | Business Development | Strategist at TD Direct Investing
Industry Capital Markets
Experience
TD Waterhouse Direct Investing June 2013 - Present
TD Waterhouse Direct Investing March 2012 - May 2013
TD Waterhouse Discount brokerage January 2011 - March 2012
TD Bank October 2010 - December 2010
All-in-one Educational Services April 2010 - September 2010
Prescon Private Limited May 2008 - August 2008
MMM College June 2002 - March 2004
Skills
Financial Analysis, Reporting & Analysis, VBA, SAS programming, Problem Solving, Strategic Planning, Financial Services, Broker-Dealer, Credit Risk, Risk Management, Customer Service, Research, Industrious, Employee Stock Options, Risk Assessment, Credit, Derivatives, Equities, Financial Risk, Multitasker, High level of initiative, Active Team Player, Negotiation, Analysis, Banking, Business Analysis, SAS Programming, Management, Portfolio Management, Finance
Education
Carleton University 2007 — 2009
Master of Business Administration (M.B.A.), Management Accounting
Carleton University 2004 — 2007
Bachelor's Degree, International Business
TD Waterhouse Direct Investing June 2013 - Present
TD Waterhouse Direct Investing March 2012 - May 2013
TD Waterhouse Discount brokerage January 2011 - March 2012
TD Bank October 2010 - December 2010
All-in-one Educational Services April 2010 - September 2010
Prescon Private Limited May 2008 - August 2008
MMM College June 2002 - March 2004
Skills
Financial Analysis, Reporting & Analysis, VBA, SAS programming, Problem Solving, Strategic Planning, Financial Services, Broker-Dealer, Credit Risk, Risk Management, Customer Service, Research, Industrious, Employee Stock Options, Risk Assessment, Credit, Derivatives, Equities, Financial Risk, Multitasker, High level of initiative, Active Team Player, Negotiation, Analysis, Banking, Business Analysis, SAS Programming, Management, Portfolio Management, Finance
Education
Carleton University 2007 — 2009
Master of Business Administration (M.B.A.), Management Accounting
Carleton University 2004 — 2007
Bachelor's Degree, International Business
Gregory Acunto Gregory Acunto's TD Waterhouse Discount Brokerage Experience 2000 - 2005
Job VP, Senior Relationship Manager, Business & Professional Banking at M&T Bank
Industry Financial Services
Experience
M&T Bank January 2013 - Present
PNC Bank 2010 - 2013
JPMorgan Chase & Co. 2005 - 2010
TD Waterhouse Discount Brokerage 2000 - 2005
Skills
Commercial Banking, Credit Analysis, Credit, Banking, Loans, Small Business Lending, Commercial Lending, Financial Analysis, Risk Management, Portfolio Management, Relationship Management, Financial Services, Retail Banking
Education
Saint Lawrence University 1994 — 1998
Nyack High School
M&T Bank January 2013 - Present
PNC Bank 2010 - 2013
JPMorgan Chase & Co. 2005 - 2010
TD Waterhouse Discount Brokerage 2000 - 2005
Skills
Commercial Banking, Credit Analysis, Credit, Banking, Loans, Small Business Lending, Commercial Lending, Financial Analysis, Risk Management, Portfolio Management, Relationship Management, Financial Services, Retail Banking
Education
Saint Lawrence University 1994 — 1998
Nyack High School
Orion Szathmary's TD Waterhouse Discount Brokerage Experience 2007 - 2009
Job Helping people manage their investments online
Industry Investment Management
Experience
TD Direct Investing September 2013 - Present
TD Bank Group May 2012 - February 2013
TD Waterhouse May 2011 - May 2012
TD Asset Management August 2010 - May 2011
TD Asset Management January 2009 - August 2009
TD Waterhouse Discount Brokerage 2007 - 2009
TD Waterhouse November 2006 - September 2007
Skills
Mutual Funds, Investments, Relationship Management, Derivatives, Options, Wealth Management, Fixed Income, Equities, Portfolio Management, Banking, Investment Strategies, Management, Retail Banking, Bloomberg, Credit, Trading, Investment Management, Securities, Capital Markets, Financial Markets, Electronic Trading, Bonds, Equity Trading, Equity Derivatives, Business Development, Financial Services
Education
University of Guelph 1997 — 2002
B.Sc., Mathematics
Canadian Securities Institute 2006 — 2009
University of Leipzig 2004 — 2005
TD Direct Investing September 2013 - Present
TD Bank Group May 2012 - February 2013
TD Waterhouse May 2011 - May 2012
TD Asset Management August 2010 - May 2011
TD Asset Management January 2009 - August 2009
TD Waterhouse Discount Brokerage 2007 - 2009
TD Waterhouse November 2006 - September 2007
Skills
Mutual Funds, Investments, Relationship Management, Derivatives, Options, Wealth Management, Fixed Income, Equities, Portfolio Management, Banking, Investment Strategies, Management, Retail Banking, Bloomberg, Credit, Trading, Investment Management, Securities, Capital Markets, Financial Markets, Electronic Trading, Bonds, Equity Trading, Equity Derivatives, Business Development, Financial Services
Education
University of Guelph 1997 — 2002
B.Sc., Mathematics
Canadian Securities Institute 2006 — 2009
University of Leipzig 2004 — 2005
Cathryn C. Boera Cathryn C. Boera's TD Waterhouse Discount Brokerage Experience July 1999 - October 2001
Job Assistant District Attorney
Industry Law Practice
Experience
Rockland County District Attorney September 2013 - Present
Solo practioner - Criminal Defense April 2011 - December 2012
Office of the Public Defender, Ninth Judicial Circuit January 2010 - May 2010
Morgan Stanley October 2001 - October 2003
TD Waterhouse Discount Brokerage July 1999 - October 2001
Education
Villanova University 1995 — 1999
Bachelor of Arts (B.A.), History
Florida International University - College of Business 2005 — 2006
Barry University - Dwayne O. Andreas School of Law 2007 — 2010
Juris Doctor
Rockland County District Attorney September 2013 - Present
Solo practioner - Criminal Defense April 2011 - December 2012
Office of the Public Defender, Ninth Judicial Circuit January 2010 - May 2010
Morgan Stanley October 2001 - October 2003
TD Waterhouse Discount Brokerage July 1999 - October 2001
Education
Villanova University 1995 — 1999
Bachelor of Arts (B.A.), History
Florida International University - College of Business 2005 — 2006
Barry University - Dwayne O. Andreas School of Law 2007 — 2010
Juris Doctor
Adam Weinstock Adam Weinstock's TD Waterhouse Discount Brokerage Experience September 2001 - January 2003
Job Portfolio Manager & Senior Wealth Advisor @ ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod July 2005 - Present
TD Waterhouse Private Investment Advice June 2003 - July 2005
TD Waterhouse Discount Brokerage September 2001 - January 2003
Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Management, Equities, Estate Planning, Investment Banking, Investment Advisory, Wealth, ETFs, Securities, Mutual Funds
Education
McGill University 1999 — 2002
B.A., Economics
Herzliah High School 1992 — 1997
ScotiaMcLeod July 2005 - Present
TD Waterhouse Private Investment Advice June 2003 - July 2005
TD Waterhouse Discount Brokerage September 2001 - January 2003
Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Management, Equities, Estate Planning, Investment Banking, Investment Advisory, Wealth, ETFs, Securities, Mutual Funds
Education
McGill University 1999 — 2002
B.A., Economics
Herzliah High School 1992 — 1997
Rebecca Luong's TD Waterhouse Discount Brokerage Experience January 2009 - September 2009
Job Urbanist
Industry Environmental Services
Experience
Green Standards Ltd September 2015 - Present
Rude Food February 2015 - June 2015
Malmö University September 2014 - June 2015
Canada Green Building Council - Greater Toronto Chapter May 2014 - July 2014
The J.M. Smucker Company August 2010 - March 2013
ING DIRECT Canada September 2009 - August 2010
TD Waterhouse Discount Brokerage January 2009 - September 2009
Skills
Urban Planning, Sustainable Development, Academic Writing, Sales, Microsoft Office, Microsoft Excel, Forecasting, Data Analysis, Project Management, Siebel, AC Nielsen, Customer Insight, Trade Promotion, Key Account Development, Competitive Analysis, SPSS, Trade Marketing, Trade Promotions, Consumer Products, Sales Operations, Cross-functional Team...
Education
Malmö University 2014 — 2015
Master's Degree, Urban Sustainability Management
University of Toronto 2004 — 2009
Honours Bachelors of Arts & Science, Economics & Employment Relations
Green Standards Ltd September 2015 - Present
Rude Food February 2015 - June 2015
Malmö University September 2014 - June 2015
Canada Green Building Council - Greater Toronto Chapter May 2014 - July 2014
The J.M. Smucker Company August 2010 - March 2013
ING DIRECT Canada September 2009 - August 2010
TD Waterhouse Discount Brokerage January 2009 - September 2009
Skills
Urban Planning, Sustainable Development, Academic Writing, Sales, Microsoft Office, Microsoft Excel, Forecasting, Data Analysis, Project Management, Siebel, AC Nielsen, Customer Insight, Trade Promotion, Key Account Development, Competitive Analysis, SPSS, Trade Marketing, Trade Promotions, Consumer Products, Sales Operations, Cross-functional Team...
Education
Malmö University 2014 — 2015
Master's Degree, Urban Sustainability Management
University of Toronto 2004 — 2009
Honours Bachelors of Arts & Science, Economics & Employment Relations
Darren F. Lange Darren F. Lange's TD Waterhouse Discount Brokerage Experience 1997 - 2000
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2000 - Present
TD Waterhouse Discount Brokerage 1997 - 2000
Skills
Securities, Series 7, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Series 63, Financial Services, Series 24, Equities, Asset Allocation, Retirement Planning, Investments, Investment Strategies
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Geography
TD Ameritrade 2000 - Present
TD Waterhouse Discount Brokerage 1997 - 2000
Skills
Securities, Series 7, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Series 63, Financial Services, Series 24, Equities, Asset Allocation, Retirement Planning, Investments, Investment Strategies
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Geography
Kieu-Hang Nguyen Kieu-Hang Nguyen's TD Waterhouse Discount Brokerage Experience July 2009 - December 2010
Job Regional Sales Manager at BMO Investorline
Industry Investment Management
Experience
BMO InvestorLine Inc. January 2011 - Present
TD Waterhouse Discount Brokerage July 2009 - December 2010
TD Canada Trust Branch July 2007 - July 2009
Desjardins 2004 - 2007
ALDO Group 2000 - 2004
Skills
Speak French, Speak English, Speak Vietnamese, Build Strong..., Translation, Marketing Communications, Sales Presentations, Written & Oral..., Coaching Staff, Salesforce.com, Report Writing, Revenue Enhancement, Sales, French, Event Planning, Corporate Events, Great Cook, Bakery, Creativity, Financial Services, Retail Sales, Fashion, Gastronomy, Direct Sales, Direct Marketing, Relationship Management, Retail Banking, Investments, Banking, Management, Mutual Funds, Wealth Management, Financial Analysis
Education
Canadian Securities Investments 2007 — 2010
Finance
Concordia University 2002 — 2006
Bachelor of Commerce, Major in Finance
Collège de Maisonneuve 1999 — 2001
Business Administration, Major Mathematics
College Notre-Dame 1994 — 1999
Université du Québec - Télé-université
Certificate, Financial Planner
BMO InvestorLine Inc. January 2011 - Present
TD Waterhouse Discount Brokerage July 2009 - December 2010
TD Canada Trust Branch July 2007 - July 2009
Desjardins 2004 - 2007
ALDO Group 2000 - 2004
Skills
Speak French, Speak English, Speak Vietnamese, Build Strong..., Translation, Marketing Communications, Sales Presentations, Written & Oral..., Coaching Staff, Salesforce.com, Report Writing, Revenue Enhancement, Sales, French, Event Planning, Corporate Events, Great Cook, Bakery, Creativity, Financial Services, Retail Sales, Fashion, Gastronomy, Direct Sales, Direct Marketing, Relationship Management, Retail Banking, Investments, Banking, Management, Mutual Funds, Wealth Management, Financial Analysis
Education
Canadian Securities Investments 2007 — 2010
Finance
Concordia University 2002 — 2006
Bachelor of Commerce, Major in Finance
Collège de Maisonneuve 1999 — 2001
Business Administration, Major Mathematics
College Notre-Dame 1994 — 1999
Université du Québec - Télé-université
Certificate, Financial Planner
John Tsoraklidis John Tsoraklidis's TD Waterhouse Discount Brokerage Experience November 2000 - January 2007
Job National Sales Manager, Print and Client Development at Carswell, a Thomson Reuters business
Industry Information Services
Experience
Carswell, a Thomson Reuters business April 2013 - Present
Carswell, a Thomson Reuters business August 2007 - March 2013
TD Waterhouse Discount Brokerage November 2000 - January 2007
The Home Depot Canada March 1999 - June 2000
The Home Depot Canada January 1996 - March 1999
Skills
Account Management, New Business Development, Customer Relations, Strategic Planning, Team Building, Customer Service, Business Analysis, Solution Selling, Marketing Communications, Sales Operations, Market Research, B2B, Sales Process, Business Development, CRM, Salesforce.com, Analytics, Email Marketing, Strategy, Selling, Sales
Education
Ryerson University 1991 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Carswell, a Thomson Reuters business April 2013 - Present
Carswell, a Thomson Reuters business August 2007 - March 2013
TD Waterhouse Discount Brokerage November 2000 - January 2007
The Home Depot Canada March 1999 - June 2000
The Home Depot Canada January 1996 - March 1999
Skills
Account Management, New Business Development, Customer Relations, Strategic Planning, Team Building, Customer Service, Business Analysis, Solution Selling, Marketing Communications, Sales Operations, Market Research, B2B, Sales Process, Business Development, CRM, Salesforce.com, Analytics, Email Marketing, Strategy, Selling, Sales
Education
Ryerson University 1991 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Asfary Islam Asfary Islam's TD Waterhouse Discount Brokerage Experience June 2009 - November 2009
Job Manager at TD
Industry Banking
Experience
TD August 2013 - Present
TD Bank Group February 2012 - July 2013
TD January 2010 - February 2012
TD Waterhouse Discount Brokerage June 2009 - November 2009
TD July 2008 - June 2009
TD Waterhouse Discount Brokerage September 2007 - June 2008
Skills
Valuation, Derivatives, Capital Markets, Trading, Credit, Equities, Fixed Income, Bloomberg, Credit Analysis, Financial Analysis, Risk Management, Investments, Market Risk, Wealth Management, People Management, Leadership, Project Management
Education
GARP - Global Association of Risk Professionals 2010 — 2010
FRM, Risk Management
Maple leaf international school 2004 — 2009
McGill University 2001 — 2005
Bachelor of Arts (B.A.), Economics
TD August 2013 - Present
TD Bank Group February 2012 - July 2013
TD January 2010 - February 2012
TD Waterhouse Discount Brokerage June 2009 - November 2009
TD July 2008 - June 2009
TD Waterhouse Discount Brokerage September 2007 - June 2008
Skills
Valuation, Derivatives, Capital Markets, Trading, Credit, Equities, Fixed Income, Bloomberg, Credit Analysis, Financial Analysis, Risk Management, Investments, Market Risk, Wealth Management, People Management, Leadership, Project Management
Education
GARP - Global Association of Risk Professionals 2010 — 2010
FRM, Risk Management
Maple leaf international school 2004 — 2009
McGill University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Elisabetta Agostino Elisabetta Agostino's TD Waterhouse Discount Brokerage Experience December 2009 - June 2010
Job Senior Analyst at Standard Life
Industry Financial Services
Experience
Standard Life February 2013 - Present
RBC Insurance June 2010 - February 2013
TD Waterhouse Discount Brokerage December 2009 - June 2010
McGill University September 2007 - December 2009
Education
Concordia University 2007 — 2009
Bachelor of Commerce (B.Com.), Finance
Université de Montréal 2005 — 2007
Bachelor of Science (B.S.), International Economics, 3.9 GPA
Standard Life February 2013 - Present
RBC Insurance June 2010 - February 2013
TD Waterhouse Discount Brokerage December 2009 - June 2010
McGill University September 2007 - December 2009
Education
Concordia University 2007 — 2009
Bachelor of Commerce (B.Com.), Finance
Université de Montréal 2005 — 2007
Bachelor of Science (B.S.), International Economics, 3.9 GPA
Christopher Creo, CFA Christopher Creo, CFA's TD Waterhouse Discount Brokerage Experience February 2007 - May 2008
Job Senior Manager Commercial Credit at TD
Industry Financial Services
Experience
TD September 2014 - Present
TD Bank Group January 2011 - September 2014
TD Bank Group June 2008 - January 2011
TD Waterhouse Discount Brokerage February 2007 - May 2008
Skills
Financial Analysis, Financial Modeling, Sensitivity Analysis, Credit Risk, Syndications, Corporate Lending, Financial Risk, Credit Analysis, Loans
Education
Concordia University 2003 — 2006
B.Comm, Finance
CFA Institute
TD September 2014 - Present
TD Bank Group January 2011 - September 2014
TD Bank Group June 2008 - January 2011
TD Waterhouse Discount Brokerage February 2007 - May 2008
Skills
Financial Analysis, Financial Modeling, Sensitivity Analysis, Credit Risk, Syndications, Corporate Lending, Financial Risk, Credit Analysis, Loans
Education
Concordia University 2003 — 2006
B.Comm, Finance
CFA Institute
Marcos Pla Moinelo Marcos Pla Moinelo's TD Waterhouse Discount Brokerage Experience December 2008 - December 2010
Job Manager Digital Channels Compliance at TD Bank Group
Industry Banking
Experience
TD Bank Group August 2013 - Present
TD Direct Investing June 2011 - August 2013
TD Securities February 2011 - June 2011
TD Waterhouse Discount Brokerage December 2008 - December 2010
Skills
Fixed Income, Capital Markets, Mutual Funds, Derivatives, Relationship Management, Trading, Investments, Portfolio Management, Risk Management, Banking, Wealth Management, Bloomberg, Equities, Credit, Bonds, Options, Securities, Investment Strategies
Education
University of Havana 1995 — 2000
Bachelor's degree, English Language and Literature/Letters
TD Bank Group August 2013 - Present
TD Direct Investing June 2011 - August 2013
TD Securities February 2011 - June 2011
TD Waterhouse Discount Brokerage December 2008 - December 2010
Skills
Fixed Income, Capital Markets, Mutual Funds, Derivatives, Relationship Management, Trading, Investments, Portfolio Management, Risk Management, Banking, Wealth Management, Bloomberg, Equities, Credit, Bonds, Options, Securities, Investment Strategies
Education
University of Havana 1995 — 2000
Bachelor's degree, English Language and Literature/Letters
Adam Mejilla, CFP Adam Mejilla, CFP's TD Waterhouse Discount Brokerage Experience January 2005 - August 2008
Job Investment Finance Analyst at Alberta Teachers' Retirement Fund Board
Industry Financial Services
Experience
Alberta Teachers' Retirement Fund Board January 2013 - Present
TD Waterhouse Financial Planning April 2012 - July 2012
TD Waterhouse Financial Planning August 2008 - April 2012
TD Waterhouse Discount Brokerage January 2005 - August 2008
Education
University of Alberta 2000 — 2004
Commerce, Finance
Financial Planning Standards Council
Certified Financial Planner
Canadian Securities Institute
CFA Institute
CAIA Association
Alberta Teachers' Retirement Fund Board January 2013 - Present
TD Waterhouse Financial Planning April 2012 - July 2012
TD Waterhouse Financial Planning August 2008 - April 2012
TD Waterhouse Discount Brokerage January 2005 - August 2008
Education
University of Alberta 2000 — 2004
Commerce, Finance
Financial Planning Standards Council
Certified Financial Planner
Canadian Securities Institute
CFA Institute
CAIA Association
David Sypher's TD Waterhouse Discount Brokerage Experience 1998 - 2003
Job VP Product Strategy at Recognia Inc.
Industry Financial Services
Experience
Recognia Inc. August 2013 - Present
Triggerfox Corporation July 2013 - September 2013
TD Bank Financial Group November 2009 - February 2013
Recognia Inc. 2013 - 2013
Recognia Inc. 2013 - 2013
Recognia Inc. 2013 - 2013
TD Bank Financial Group December 2006 - November 2009
TD Bank September 2003 - December 2006
TD Waterhouse Discount Brokerage 1998 - 2003
Skills
Wealth Management, Product Management, Team Building, Strategy, Negotiation, Online Business Acumen, Online Trading, Relationship Management, Influence At All Levels, Business Analysis, Analytics, Planning, Communication, Electronic Trading..., Team Leadership, Management, Project Planning, Financial Services, Portfolio Management, SDLC
Education
The University of Western Ontario 2009 — 2009
TD Leadership Program
McMaster University 1980 — 1984
Honours BCOM, Securities Analysis
Recognia Inc. August 2013 - Present
Triggerfox Corporation July 2013 - September 2013
TD Bank Financial Group November 2009 - February 2013
Recognia Inc. 2013 - 2013
Recognia Inc. 2013 - 2013
Recognia Inc. 2013 - 2013
TD Bank Financial Group December 2006 - November 2009
TD Bank September 2003 - December 2006
TD Waterhouse Discount Brokerage 1998 - 2003
Skills
Wealth Management, Product Management, Team Building, Strategy, Negotiation, Online Business Acumen, Online Trading, Relationship Management, Influence At All Levels, Business Analysis, Analytics, Planning, Communication, Electronic Trading..., Team Leadership, Management, Project Planning, Financial Services, Portfolio Management, SDLC
Education
The University of Western Ontario 2009 — 2009
TD Leadership Program
McMaster University 1980 — 1984
Honours BCOM, Securities Analysis
Bradley Snyder's TD Waterhouse Discount Brokerage Experience November 1999 - March 2004
Job Integrated Payment Systems Specialist
Industry Financial Services
Experience
Payfirma May 2015 - Present
Payfirma October 2014 - May 2015
Payfirma August 2013 - October 2014
Brad Snyder May 2012 - July 2013
TD Waterhouse Cda. Inc. March 2004 - May 2012
TD Waterhouse Discount Brokerage November 1999 - March 2004
TD Waterhouse Discount Brokerage October 1995 - November 1999
TD Bank Financial Group May 1993 - October 1995
Skills
Management Consulting, Business Consulting, Business Development, Integrated Payment..., Analysis, eCommerce Payment..., Mobile Payment..., B2B Sales, Finance, Payments, Risk Management, Strategic Financial..., Leadership, Point of Sale Systems, Management, Portfolio Management, Investments, Financial Services, Credit, Wealth Management, Fixed Income, Mutual Funds, Banking, Insurance, Investment Management, Financial Markets, Accounting, Bonds, CRM, Retail Banking, Trading, Credit Cards, Salesforce, Financial Planning, Salesforce.com, Marketing Automation, Inside Sales, Sales Manager, Credit Analysis, Lead Generation, Sales Coaching, Coaching, B2B, E-commerce, Sales Management
Education
Carleton University 1992 — 1996
Bachelor of Arts (B.A.), History
Nelson High School 1987 — 1992
High School OAC Diploma, High School/Secondary Diplomas and Certificates
Payfirma May 2015 - Present
Payfirma October 2014 - May 2015
Payfirma August 2013 - October 2014
Brad Snyder May 2012 - July 2013
TD Waterhouse Cda. Inc. March 2004 - May 2012
TD Waterhouse Discount Brokerage November 1999 - March 2004
TD Waterhouse Discount Brokerage October 1995 - November 1999
TD Bank Financial Group May 1993 - October 1995
Skills
Management Consulting, Business Consulting, Business Development, Integrated Payment..., Analysis, eCommerce Payment..., Mobile Payment..., B2B Sales, Finance, Payments, Risk Management, Strategic Financial..., Leadership, Point of Sale Systems, Management, Portfolio Management, Investments, Financial Services, Credit, Wealth Management, Fixed Income, Mutual Funds, Banking, Insurance, Investment Management, Financial Markets, Accounting, Bonds, CRM, Retail Banking, Trading, Credit Cards, Salesforce, Financial Planning, Salesforce.com, Marketing Automation, Inside Sales, Sales Manager, Credit Analysis, Lead Generation, Sales Coaching, Coaching, B2B, E-commerce, Sales Management
Education
Carleton University 1992 — 1996
Bachelor of Arts (B.A.), History
Nelson High School 1987 — 1992
High School OAC Diploma, High School/Secondary Diplomas and Certificates
Ray Cisco's TD Waterhouse Discount Brokerage Experience 1996 - 2001
Job Vice President at James McHugh Construction Co.
Industry Construction
Experience
James McHugh Construction Co. June 2015 - Present
James McHugh Construction Co. October 2007 - May 2015
Lakewood Homes 2003 - 2007
TD Waterhouse Discount Brokerage 1996 - 2001
Skills
Construction Management, Construction, Pre-construction, Contract Management, Subcontracting, Contractors, Process Scheduler, Submittals, Contract Negotiation, MS Project, Concrete, BIM, Project Management, Project Planning, Budgets, AutoCAD, Residential Homes, Revit, Strategic Planning, Microsoft Office
Education
Illinois State University 1990 — 1994
B.S., Management
James McHugh Construction Co. June 2015 - Present
James McHugh Construction Co. October 2007 - May 2015
Lakewood Homes 2003 - 2007
TD Waterhouse Discount Brokerage 1996 - 2001
Skills
Construction Management, Construction, Pre-construction, Contract Management, Subcontracting, Contractors, Process Scheduler, Submittals, Contract Negotiation, MS Project, Concrete, BIM, Project Management, Project Planning, Budgets, AutoCAD, Residential Homes, Revit, Strategic Planning, Microsoft Office
Education
Illinois State University 1990 — 1994
B.S., Management
Janine Kalynuik's TD Waterhouse Discount Brokerage Experience 1990 - 2008
Job Branch Administrator at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns January 2012 - Present
HSBC Securities (Canada) Inc March 2009 - February 2012
TD Waterhouse Discount Brokerage 1990 - 2008
Scotia McLeod 1985 - 1990
Education
Okanagan College 1977 — 1978
BMO Nesbitt Burns January 2012 - Present
HSBC Securities (Canada) Inc March 2009 - February 2012
TD Waterhouse Discount Brokerage 1990 - 2008
Scotia McLeod 1985 - 1990
Education
Okanagan College 1977 — 1978
Kenny Goris's TD Waterhouse Discount Brokerage Experience 1998 - 2002
Job PricewaterhouseCoopers Advisory Service
Industry Financial Services
Experience
PricewaterhouseCoopers April 2015 - Present
United States Army Reserve 1997 - Present
Citi October 2013 - April 2015
Booz Allen Hamilton 2010 - October 2013
BAE Systems 2009 - 2010
Cambridge Communication Systems Ltd 2008 - 2009
Citi 2004 - 2007
Citigroup Private Bank 2002 - 2004
TD Waterhouse Discount Brokerage 1998 - 2002
Skills
Intelligence, Security Clearance, Risk Management, Military, Due Diligence, Asset Managment, Counterterrorism, Management Consulting, Financial Analysis, International Relations, Command, Project Management, Strategic Planning, Operations Management, Financial Services, Team Leadership, Change Management, Data Analysis, Program Management, Business Process..., Military Operations, Intelligence Analysis, Security Management, Homeland Security, National Security, Information Assurance, DoD, Weapons, Operational Planning, Top Secret, Military Experience, Enforcement, Defense, Army, Asset Management, Emergency Management, Government, Afghanistan, Analysis, Counterinsurgency, Counterintelligence, Foreign Policy, Government Contracting, HUMINT, Intelligence Community, Organizational..., Policy, Risk Assessment, SIGINT, Security Operations
Education
Northeastern University
MBA, International Management & Marketing
Jacksonville University
Bachelor of Science, International Business
PricewaterhouseCoopers April 2015 - Present
United States Army Reserve 1997 - Present
Citi October 2013 - April 2015
Booz Allen Hamilton 2010 - October 2013
BAE Systems 2009 - 2010
Cambridge Communication Systems Ltd 2008 - 2009
Citi 2004 - 2007
Citigroup Private Bank 2002 - 2004
TD Waterhouse Discount Brokerage 1998 - 2002
Skills
Intelligence, Security Clearance, Risk Management, Military, Due Diligence, Asset Managment, Counterterrorism, Management Consulting, Financial Analysis, International Relations, Command, Project Management, Strategic Planning, Operations Management, Financial Services, Team Leadership, Change Management, Data Analysis, Program Management, Business Process..., Military Operations, Intelligence Analysis, Security Management, Homeland Security, National Security, Information Assurance, DoD, Weapons, Operational Planning, Top Secret, Military Experience, Enforcement, Defense, Army, Asset Management, Emergency Management, Government, Afghanistan, Analysis, Counterinsurgency, Counterintelligence, Foreign Policy, Government Contracting, HUMINT, Intelligence Community, Organizational..., Policy, Risk Assessment, SIGINT, Security Operations
Education
Northeastern University
MBA, International Management & Marketing
Jacksonville University
Bachelor of Science, International Business
Sal Florio's TD Waterhouse Discount Brokerage Experience 1999 - 2002
Job Director, Human Resources at Huawei Technologies Canada Co., Ltd.
Industry Telecommunications
Experience
Huawei Technologies Canada Co., Ltd. July 2010 - Present
TELUS 2006 - November 2010
TELUS 2005 - 2006
Hudson's Bay Company 2004 - 2005
TD Waterhouse - Investment Advice 2002 - 2004
TD Waterhouse - Discount Brokerage 1999 - 2002
TD Bank 1995 - 1998
TD Canada Trust 1985 - 1995
Skills
Entrepreneurial, Customer Focused, Skilled Relationship..., Independent Self-Starter, Effective Communicator, Effective Coach, Employee Relations, Employee Engagement, Talent Management, Workforce Planning, Talent Acquisition, Performance Management, Succession Planning, Strategic Planning, Human Resources, Recruiting, Program Management, Entrepreneurship, Strategy, Leadership Development, Deferred Compensation, Organizational..., Technical Recruiting, Management, Budgets, Sourcing, New Hire Orientations, Change Management, Leadership, Policy, Temporary Placement, Onboarding, Strategic HR, Job Descriptions, Career Development, HRIS, Labor Relations, Applicant Tracking..., Organizational..., Executive Management, HR Consulting, Employer Branding, Compensation & Benefit, Organizational Design, Interviews, Benefits Administration, College Recruiting, Consulting, Executive Search, Employee Training
Education
University of Toronto - Rotman School of Management 2008 — 2009
Advance Program Human Resources Mgmt
Canadian Securities Institute
Partners, Directors & Senior Officers
Ryerson University
Business, Marketing/Management
Huawei Technologies Canada Co., Ltd. July 2010 - Present
TELUS 2006 - November 2010
TELUS 2005 - 2006
Hudson's Bay Company 2004 - 2005
TD Waterhouse - Investment Advice 2002 - 2004
TD Waterhouse - Discount Brokerage 1999 - 2002
TD Bank 1995 - 1998
TD Canada Trust 1985 - 1995
Skills
Entrepreneurial, Customer Focused, Skilled Relationship..., Independent Self-Starter, Effective Communicator, Effective Coach, Employee Relations, Employee Engagement, Talent Management, Workforce Planning, Talent Acquisition, Performance Management, Succession Planning, Strategic Planning, Human Resources, Recruiting, Program Management, Entrepreneurship, Strategy, Leadership Development, Deferred Compensation, Organizational..., Technical Recruiting, Management, Budgets, Sourcing, New Hire Orientations, Change Management, Leadership, Policy, Temporary Placement, Onboarding, Strategic HR, Job Descriptions, Career Development, HRIS, Labor Relations, Applicant Tracking..., Organizational..., Executive Management, HR Consulting, Employer Branding, Compensation & Benefit, Organizational Design, Interviews, Benefits Administration, College Recruiting, Consulting, Executive Search, Employee Training
Education
University of Toronto - Rotman School of Management 2008 — 2009
Advance Program Human Resources Mgmt
Canadian Securities Institute
Partners, Directors & Senior Officers
Ryerson University
Business, Marketing/Management
Erica Bateup's TD Waterhouse Discount Brokerage Experience September 2007 - November 2009
Job HSBC credit analysis officer Commercial Equipment Leasing
Industry Financial Services
Experience
HSBC March 2015 - Present
Go Auto July 2012 - February 2015
Hamilton Island February 2010 - April 2012
TD Waterhouse Discount Brokerage September 2007 - November 2009
Skills
Risk Management, Investments, Credit, Credit Analysis, Relationship Management, Microsoft Excel, Microsoft Office, Credit Risk, Team Leadership, Financial Risk, Employee Training, Customer Service, Leadership, Mutual Funds, Banking, Finance, Analysis
Education
University of Alberta 2004 — 2006
Bachelor of Commerce (B.Com.), Finance and marketing
MacEwan University 2002 — 2004
Bachelor of commerce transfer program, Business/Commerce, General
HSBC March 2015 - Present
Go Auto July 2012 - February 2015
Hamilton Island February 2010 - April 2012
TD Waterhouse Discount Brokerage September 2007 - November 2009
Skills
Risk Management, Investments, Credit, Credit Analysis, Relationship Management, Microsoft Excel, Microsoft Office, Credit Risk, Team Leadership, Financial Risk, Employee Training, Customer Service, Leadership, Mutual Funds, Banking, Finance, Analysis
Education
University of Alberta 2004 — 2006
Bachelor of Commerce (B.Com.), Finance and marketing
MacEwan University 2002 — 2004
Bachelor of commerce transfer program, Business/Commerce, General
Robin Hash's TD Waterhouse Discount Brokerage Experience March 2005 - May 2008
Job at TD
Industry Banking
Experience
TD July 2012 - Present
TD August 2011 - June 2012
TD September 2010 - August 2011
TD Canada Trust May 2008 - September 2010
TD Waterhouse Discount Brokerage March 2005 - May 2008
TD Wealth Management March 2004 - May 2005
TD March 2001 - March 2004
Skills
Banking, Retail Banking, Investments, Credit, Financial Planning, Mutual Funds, Mortgage Lending, Residential Mortgages, Loans, Lines Of Credit, Customer Service, Portfolio Management, Wealth Management
Education
University of Ottawa 1999 — 2003
Bachelor's degree, Economics
TD July 2012 - Present
TD August 2011 - June 2012
TD September 2010 - August 2011
TD Canada Trust May 2008 - September 2010
TD Waterhouse Discount Brokerage March 2005 - May 2008
TD Wealth Management March 2004 - May 2005
TD March 2001 - March 2004
Skills
Banking, Retail Banking, Investments, Credit, Financial Planning, Mutual Funds, Mortgage Lending, Residential Mortgages, Loans, Lines Of Credit, Customer Service, Portfolio Management, Wealth Management
Education
University of Ottawa 1999 — 2003
Bachelor's degree, Economics
Arsalan Asad's TD Waterhouse Discount Brokerage Experience November 2009 - 2011
Job 5 Star Investment Specialist
Industry Financial Services
Experience
BMO InvestorLine November 2011 - Present
Pension Planning Centre January 2012 - December 2012
TD Waterhouse Discount Brokerage November 2009 - 2011
TD December 2006 - October 2009
Skills
Mutual Funds, Wealth Management, Investment Advisory, Options Strategies, ETFs, Derivatives, Disability Insurance, Life Insurance, Canadian Securities..., Finance
Education
Concordia University 2007 — 2013
Bachelor of Business Administration (BBA) with Minor in Managerial Accounting
Concordia University 2007 — 2013
Bachelor of Business Administration (BBA)
BMO InvestorLine November 2011 - Present
Pension Planning Centre January 2012 - December 2012
TD Waterhouse Discount Brokerage November 2009 - 2011
TD December 2006 - October 2009
Skills
Mutual Funds, Wealth Management, Investment Advisory, Options Strategies, ETFs, Derivatives, Disability Insurance, Life Insurance, Canadian Securities..., Finance
Education
Concordia University 2007 — 2013
Bachelor of Business Administration (BBA) with Minor in Managerial Accounting
Concordia University 2007 — 2013
Bachelor of Business Administration (BBA)
Coreen Chang's TD Waterhouse Discount Brokerage Experience February 2004 - January 2005
Job Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2015 - Present
LPL Financial September 2009 - August 2015
LPL Financial April 2007 - September 2009
LPL Financial February 2005 - April 2007
TD Waterhouse Discount Brokerage February 2004 - January 2005
Skills
Series 7, Series 63, Series 24, Series 66, Microsoft Office, Adobe Acrobat, Oracle Reports, ThomsonOne, Salesforce.com, FINRA, Mutual Funds, Securities, Financial Services, Asset Allocation, Retirement, Insurance, Broker-Dealer, Variable Annuities, ETFs, Process Improvement, Fixed Annuities, Investments, Uniform Combined State..., Financial Risk
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelor of Science (B.S.), Busines Administration
LPL Financial August 2015 - Present
LPL Financial September 2009 - August 2015
LPL Financial April 2007 - September 2009
LPL Financial February 2005 - April 2007
TD Waterhouse Discount Brokerage February 2004 - January 2005
Skills
Series 7, Series 63, Series 24, Series 66, Microsoft Office, Adobe Acrobat, Oracle Reports, ThomsonOne, Salesforce.com, FINRA, Mutual Funds, Securities, Financial Services, Asset Allocation, Retirement, Insurance, Broker-Dealer, Variable Annuities, ETFs, Process Improvement, Fixed Annuities, Investments, Uniform Combined State..., Financial Risk
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelor of Science (B.S.), Busines Administration
Anita Zhang's TD Waterhouse Discount Brokerage Experience February 2013 - January 2014
Job Senior Investment Representative at TD
Industry Banking
Experience
TD January 2014 - Present
TD Waterhouse Discount Brokerage February 2013 - January 2014
TD Bank Financial Group - Branches November 2011 - February 2013
Investors Group April 2009 - October 2011
Skills
Customer Service, Consultants, Sales, Sales Management, Investments
Education
University of Waterloo 2000 — 2004
Bachelor of Business Administration (BBA), Mathematics
George Brown College
FINANCIAL PLANNING
TD January 2014 - Present
TD Waterhouse Discount Brokerage February 2013 - January 2014
TD Bank Financial Group - Branches November 2011 - February 2013
Investors Group April 2009 - October 2011
Skills
Customer Service, Consultants, Sales, Sales Management, Investments
Education
University of Waterloo 2000 — 2004
Bachelor of Business Administration (BBA), Mathematics
George Brown College
FINANCIAL PLANNING